POPULARITY
5 episodes with Kevin Warsh
3 episodes with Kevin Warsh
2 episodes with Kevin Warsh
5 episodes with Kevin Warsh
2 episodes with Kevin Warsh
2 episodes with Kevin Warsh
3 episodes with Kevin Warsh
2 episodes with Kevin Warsh
2 episodes with Kevin Warsh
Is Trump losing control of everything? That's the through-line this week as the system starts pushing back on multiple fronts at once. Paul Rieckhoff breaks down Thomas Massie's articles of impeachment against Defense Secretary Pete Hegseth — a Pentagon leader more obsessed with grooming standards and fitness optics than with getting the job done in Iran or telling Congress the truth. Inside the building, morale is cratering and the leaks are coming from senior officers who want him out. Meanwhile, Kevin Warsh — the man Trump handpicked to replace Jerome Powell and slash rates — did the opposite. He hiked. Because inflation is real, the bond market doesn't lie, and even a Trump loyalist has to answer to Economics 101. From there the show pivots to Ukraine's record defense budget and the long-overdue Graham sanctions bill, the Iran war that's become a sucking chest wound for the military and the economy, and the cultural collision that is Ed Sheeran, Macklemore, Bob Kraft, and the free-Palestine chant that split a New Jersey stadium in half. This is the no-BS, intelligence-grade read on a week where the Fed, the Supreme Court, Congress, and the Pentagon all told the president no — and where the most desperate move may still be coming. If you want to understand what actually happened this week without a partisan filter, this is your briefing. -WATCH full video of this episode here. -Millions of American veterans are being locked out of primary elections in the country they served. See what we're doing to change that. -Visit Kalshi and trade on anything. Use code INDEPENDENT to get $25 when you trade $25. -Head to cozyearth.com and use the code AMERICANS for an exclusive 20% off. -Join Noble Mobile today and get a $100 bonus when you use code PAUL and stay a member for 2 months! -Join IVA and help us get independent veterans elected to office. -Learn more about Paul's work to elect a new generation of independent leaders with Independent Veterans of America. -Learn more about American Veterans for Ukraine here. -Remember Independent is an Attitude. -Learn more about The Headstrong Project for Veterans, Tragedy Assistance Program for Survivors (TAPS), and Department of Veterans Affairs resources in your area. Seeking support is not a sign of weakness. It's a show of strength. If you or a loved one are in immediate crisis, dial 988 and press 1, or text 838255. Connect with Independent Americans: Subscribe on YouTube, Spotify, Apple Podcasts, and all podcast platforms Read more at Substack Support ad-free episodes at Patreon Connect: Instagram • X/Twitter • BlueSky • Facebook Follow on social: @PaulRieckhoff on X, Instagram, Threads, and Bluesky -Join the movement. Hook into our exclusive Patreon community of Independent Americans. Get extra content, connect with guests, meet other Independent Americans, attend events, get merch discounts, and support this show that speaks truth to power. -And get cool IA and Righteous hats, t-shirts and other merch now in time for the new year. Independent Americans is powered by veteran-owned and led Righteous Media. And now part of the BLEAV network! Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
This week: Everyone is talking about A.I. safety as OpenAI shares more alarming security breaches. Felix Salmon, Elizabeth Spiers, and Emily Peck examine the complicated reality of trying to slow down the A.I. frontier. Then, the hosts discuss Fed chair Kevin Warsh's unexpected vote to raise rates—in defiance of Donald Trump. And finally, with the SEC opening the door to tokenized equities, they explain what it means for stocks to be traded like crypto—and why AMC is beefing with Robinhood over it. In the Slate Plus episode: Toilets, Toilets EverywhereMentioned in this episode: “Inside the suddenly explosive world of AI safety,” from The Verge.Want to hear that discussion and hear more Slate Money? Join Slate Plus to unlock weekly bonus episodes. Plus, you'll access ad-free listening across all your favorite Slate podcasts. You can subscribe directly from the Slate Money show page on Apple Podcasts and Spotify. Or, visit slate.com/moneyplus to get access wherever you listen. Podcast production by Jessamine Molli. Hosted on Acast. See acast.com/privacy for more information.
Were major indexes able to rebound after a week of turbulence? And how will the U.S. regulators' green light of tokenized stocks impact trading? Plus, What does Warren Buffet's decision to step down mean for the future of Berkshire Hathaway? Host Shradha Dinesh discusses the biggest stock moves of the week and the news that drove them. Sign up for the WSJ's free Markets A.M. newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Were major indexes able to rebound after a week of turbulence? And how will the U.S. regulators' green light of tokenized stocks impact trading? Plus, What does Warren Buffet's decision to step down mean for the future of Berkshire Hathaway? Host Shradha Dinesh discusses the biggest stock moves of the week and the news that drove them. Sign up for the WSJ's free Markets A.M. newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
This week: Everyone is talking about A.I. safety as OpenAI shares more alarming security breaches. Felix Salmon, Elizabeth Spiers, and Emily Peck examine the complicated reality of trying to slow down the A.I. frontier. Then, the hosts discuss Fed chair Kevin Warsh's unexpected vote to raise rates—in defiance of Donald Trump. And finally, with the SEC opening the door to tokenized equities, they explain what it means for stocks to be traded like crypto—and why AMC is beefing with Robinhood over it. In the Slate Plus episode: Toilets, Toilets EverywhereMentioned in this episode: “Inside the suddenly explosive world of AI safety,” from The Verge.Want to hear that discussion and hear more Slate Money? Join Slate Plus to unlock weekly bonus episodes. Plus, you'll access ad-free listening across all your favorite Slate podcasts. You can subscribe directly from the Slate Money show page on Apple Podcasts and Spotify. Or, visit slate.com/moneyplus to get access wherever you listen. Podcast production by Jessamine Molli. Hosted on Acast. See acast.com/privacy for more information.
This week: Everyone is talking about A.I. safety as OpenAI shares more alarming security breaches. Felix Salmon, Elizabeth Spiers, and Emily Peck examine the complicated reality of trying to slow down the A.I. frontier. Then, the hosts discuss Fed chair Kevin Warsh's unexpected vote to raise rates—in defiance of Donald Trump. And finally, with the SEC opening the door to tokenized equities, they explain what it means for stocks to be traded like crypto—and why AMC is beefing with Robinhood over it. In the Slate Plus episode: Toilets, Toilets EverywhereMentioned in this episode: “Inside the suddenly explosive world of AI safety,” from The Verge.Want to hear that discussion and hear more Slate Money? Join Slate Plus to unlock weekly bonus episodes. Plus, you'll access ad-free listening across all your favorite Slate podcasts. You can subscribe directly from the Slate Money show page on Apple Podcasts and Spotify. Or, visit slate.com/moneyplus to get access wherever you listen. Podcast production by Jessamine Molli. Hosted on Acast. See acast.com/privacy for more information.
On this episode of The Real Money Show, presented by Guildhall Wealth, Jeremy Wiseman and Jerry Correia break down a week where the Fed and Japan both raised rates and gold and silver still erased their losses. Plus, crypto giant Tether is quietly becoming a bank for physical gold and silver, buying bars and leasing them out to businesses that need financing. They also unpack Samsung's silver-heavy battery heading into production. And then there's a number on the U.S. Treasury's balance sheet that hasn't been updated in decades. If it ever is, the ripple effects are hard to overstate. The Real Money Show airs Saturdays at 1 p.m. ET on Rebel News. Jeremy and Jerry share expert insights on safeguarding your savings, diversifying your portfolio, and building long-term financial security. Since 2002, Guildhall has guided investors through inflation, market volatility, and global uncertainty, helping everyday people make informed financial decisions.
This is a preview of The Weekender. Sign up for our Patreon and get access to the full episode each Friday as well as special Live Shows and access to our community discord: http://patreon.com/muckrakepodcast Co-hosts Jared Yates Sexton and Nick Hauselman open on Kevin Warsh raising interest rates when Trump appointed him to cut them, and why a rate hike can't do a thing about: record diesel prices, the war in Iran, or an economy already flirting with stagflation (not necessarily in that order). The Supreme Court keeps the Postal Service's mail ballot rule on hold through the midterms, with Thomas and Alito still on board (because of course) and a whistleblower alleging the USPS built the system anyway. Jared predicts November is headed for a mess no matter what the courts say. Speaking of a mess, Mitch McConnell returned to the Senate looking a lot like Grandpa at the dinner table in The Texas Chain Saw Massacre, which Jared and Nick see as proof of a machine that grinds the humanity out of everyone who serves it. A new report that JD Vance tried to advise the Clinton campaign in 2016 shows exactly who he is: a striver (on a couch) with no principles who could just as easily have ended up a Democrat, and Hillary's own 9/11 essay in The Atlantic proves the striver class is bipartisan (good times). In What We're Watching, Nick catches The Odyssey a second time to get ready for his trip, and Jared is slowly working through For Whom the Bell Tolls and finally watched season one of The Rehearsal. Nick is off to Greece for two weeks, so Jared will hold down the fort until he's back in October.
0:30 - Rep. Maria Salazar (R-FL) on Dignidad Act 12:18 - Chicago press corps 30:50 - Act Blue 48:16 - Piker 01:05:03 - Jeffery Degner, research fellow at the American Institute for Economic Research, explains that Gen Zers are looking to gambling apps for a way out of their “economic morass” Follow Jeffery on X @DrJeffDegner 01:22:57 - John P. Heybach, Founder & President of Altus Academy on Chicago’s West Side, on what he’s doing to get kids to “buy in” to a better education. For more on Altus Academy altusacademy.org 01:41:50 - Mickey D. Levy, visiting fellow at the Hoover Institution and a member of the Shadow Open Market Committee, says Kevin Warsh is bringing new ideas to a Fed that has been stuck in its old ways. 01:57:36 - Open Mic Friday!See omnystudio.com/listener for privacy information.
The day after the Fed's first hike since 2023 brought relief on all fronts: the 10-year yield snapped an eight-day rising streak, Brent slipped to around $104 on pipeline restart hopes, and the S&P 500 rebounded about 1% with the chip index up 3%. Experts credited Kevin Warsh's hawkishness with restoring the Fed's inflation-fighting credibility.>>> Follow me on LinkedIn:https://www.linkedin.com/in/endrit-cela/>>> Follow me on Instagram:https://www.instagram.com/endritcela_official/Disclaimer for "Capital Markets Quickie" Podcast:The views and opinions expressed on this podcast are based on information available at the time of recording and reflect the personal perspectives of the host. They do not represent the viewpoints of any other projects, cooperations, or affiliations the host may be involved in. "Capital Markets Quickie" does not offer financial advice. Before making any financial decisions, please conduct your own due diligence and consult with a financial advisor.
On today's show, we get into a rebellion at the heart of President Donald Trump's empire, led by some of the least rebellious guys you can think of: the finance geeks at the Federal Reserve.Greg Walters is joined by labor economist and policy consultant Kathryn Anne Edwards to talk about Trump the Fed, gas prices, and you.Show Notes: Check out Kathryn's work – kathrynanneedwards.com Call Congress – 202-224-3121 Subscribe to the What A Day Newsletter – https://tinyurl.com/y4y2e9jy What A Day – YouTube – https://www.youtube.com/@whatadaypodcast Follow us on Instagram – https://www.instagram.com/crookedmedia/ For a transcript of this episode, please email transcripts@crooked.com
The world's biggest beer fest may actually be an illegal cartel… Even a Prince can't get in.Kevin Warsh of the Fed just raised interest rates… for the 1st time since 2023.We just got College Football team payrolls… as freshman trade dormrooms for mansions.Plus, we just recorded the first ever podcast inside a nuclear reactor (no joke, no spoilers).$BUD $SPY $OKLOTBOY & Adobe dive into Gap's latest earnings report:You can find the custom PDF Space we used here: https://acrobat.adobe.com/link/spaces/urn%3Aaaid%3Asc%3AUS%3A7adc8b0a-a529-4fe2-9bf3-e09f4a90a8de/artifacts/urn%3Aaaid%3Asc%3AUS%3A43dc7ddc-27fa-505b-ac8e-b69504e545c7For more on Adobe's sweet research tools, check out more here: https://www.adobe.com/acrobat/campaign/do-that-with-acrobat.htmlGrab your Tickets to the IPO Tour: Our In-Person OfferingSan Francisco 9/23: https://www.ticketmaster.com/event/1C0064AFB5F688BDBoston 10/14: https://tickets.citywinery.com/event/tboy-the-ipo-tour-in-person-offering-8cdhupSeattle 11/4 (21+): https://www.axs.com/events/1446394/the-best-one-yet-ticketsNEWSLETTER:https://tboypod.com/newsletter OUR 2ND SHOW:Want more business storytelling from us? Check our weekly deepdive show, The Best Idea Yet: The untold origin story of the products you're obsessed with. Listen for free to The Best Idea Yet: https://wondery.com/links/the-best-idea-yet/NEW LISTENERSFill out our 2 minute survey: https://qualtricsxm88y5r986q.qualtrics.com/jfe/form/SV_dp1FDYiJgt6lHy6GET ON THE POD: Submit a shoutout or fact: https://tboypod.com/shoutouts SOCIALS:Instagram: https://www.instagram.com/tboypod TikTok: https://www.tiktok.com/@tboypodYouTube: https://www.youtube.com/@tboypod Linkedin (Nick): https://www.linkedin.com/in/nicolas-martell/Linkedin (Jack): https://www.linkedin.com/in/jack-crivici-kramer/Anything else: https://tboypod.com/ About Us: The daily pop-biz news show making today's top stories your business. Formerly known as Robinhood Snacks, The Best One Yet is hosted by Jack Crivici-Kramer & Nick Martell. Hosted on Acast. See acast.com/privacy for more information.
The world's biggest beer fest may actually be an illegal cartel… Even a Prince can't get in.Kevin Warsh of the Fed just raised interest rates… for the 1st time since 2023.We just got College Football team payrolls… as freshman trade dormrooms for mansions.Plus, we just recorded the first ever podcast inside a nuclear reactor (no joke, no spoilers).$BUD $SPY $OKLOTBOY & Adobe dive into Gap's latest earnings report:You can find the custom PDF Space we used here: https://acrobat.adobe.com/link/spaces/urn%3Aaaid%3Asc%3AUS%3A7adc8b0a-a529-4fe2-9bf3-e09f4a90a8de/artifacts/urn%3Aaaid%3Asc%3AUS%3A43dc7ddc-27fa-505b-ac8e-b69504e545c7For more on Adobe's sweet research tools, check out more here: https://www.adobe.com/acrobat/campaign/do-that-with-acrobat.htmlGrab your Tickets to the IPO Tour: Our In-Person OfferingSan Francisco 9/23: https://www.ticketmaster.com/event/1C0064AFB5F688BDBoston 10/14: https://tickets.citywinery.com/event/tboy-the-ipo-tour-in-person-offering-8cdhupSeattle 11/4 (21+): https://www.axs.com/events/1446394/the-best-one-yet-ticketsNEWSLETTER:https://tboypod.com/newsletter OUR 2ND SHOW:Want more business storytelling from us? Check our weekly deepdive show, The Best Idea Yet: The untold origin story of the products you're obsessed with. Listen for free to The Best Idea Yet: https://wondery.com/links/the-best-idea-yet/NEW LISTENERSFill out our 2 minute survey: https://qualtricsxm88y5r986q.qualtrics.com/jfe/form/SV_dp1FDYiJgt6lHy6GET ON THE POD: Submit a shoutout or fact: https://tboypod.com/shoutouts SOCIALS:Instagram: https://www.instagram.com/tboypod TikTok: https://www.tiktok.com/@tboypodYouTube: https://www.youtube.com/@tboypod Linkedin (Nick): https://www.linkedin.com/in/nicolas-martell/Linkedin (Jack): https://www.linkedin.com/in/jack-crivici-kramer/Anything else: https://tboypod.com/ About Us: The daily pop-biz news show making today's top stories your business. Formerly known as Robinhood Snacks, The Best One Yet is hosted by Jack Crivici-Kramer & Nick Martell. Hosted on Acast. See acast.com/privacy for more information.
The Fed hiked a quarter point. Peter explains why it will not stop the bond market, the dollar, or what is already coming for housing.
The Federal Reserve has raised interest rates for the first time since July 2023. For the central bank's new chair Kevin Warsh, that decision was a test both of monetary policy and politics. A governor's election in Okinawa is a boon to Japan's military ambitions. And why summer is a casualty of climate change.Guests and host:Archie Hall, acting economics editorMoeka Iida, East Asia reporterAndrew Miller, special correspondentRosie Blau, co-host of “The Intelligence”Topics covered: Federal Reserve, Kevin Warsh, interest rates, inflationOkinawa, JapanSummer, climate change, heatwaveListen to what matters most, from global politics and business to science and technology—subscribe to The Economist. Hosted on Acast. See acast.com/privacy for more information.
P.M. Edition for Sept. 17. Yesterday's interest rate increase from the Fed seemed to some like an assertion of the central bank's independence. But afterward President Trump revealed that he and Warsh had a conversation before the decision was announced. WSJ Washington bureau chief Damian Paletta discusses what we know and what this could mean for the future of the Fed. Plus, House Speaker Mike Johnson sent lawmakers home early this week ahead of the November election, despite criticism that Congress isn't doing its job. We hear from Journal reporter Maya Davis about what the data show about how much Congress is getting done. And Mastercard becomes the latest credit card company to roll out the option for AI bots to do your everyday shopping. But, as reporter Ben Glickman notes, many consumers aren't yet ready to hand over their cards to a bot. Alex Ossola hosts. Sign up for the WSJ's free What's News newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
A.M. Edition for Sept. 17. Stock markets are gaining on renewed investor confidence in the Fed being ready and able to tackle higher inflation, despite President Trump's rebuke of yesterday's rate hike. Plus, Congress backs new measures to punish Moscow for its invasion of Ukraine. And Canada's prime minister takes a swipe at Washington, as he welcomes the EU's offer of an “alliance for the future.” Luke Vargas hosts. Sign up for the WSJ's free What's News newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
-- On the Show: -- Aaron Ford, Nevada Attorney General and Democratic nominee for Governor of Nevada, joins us to discuss the campaign -- The Federal Reserve under Kevin Warsh raises interest rates for the first time in three years despite Trump demanding lower rates -- Democrat James Talarico pulls ahead of Trump-backed Republican Ken Paxton in the Texas Senate race according to multiple polls -- Mitch McConnell appears unresponsive in new video before eventually voting on the farm bill after prompting from aides and fellow senators -- Donald Trump tells a North Carolina crowd that rising gas prices are a very inexpensive price to pay for the Iran war -- Donald Trump threatens to cut off trade with Europe over Canada and deflects questions about the Butler assassination attempt -- JD Vance asks voters to give Republicans another chance despite the administration already controlling Congress and the White House -- On the Bonus Show: Ed Sheeran faces blowback over tour chaos, Massie thinks the House shut down early to avoid his Hegseth impeachment vote, New Hampshire's Senate race is in play for Republicans, and much more...
The Federal Reserve has raised interest rates for the first time since July 2023. For the central bank's new chair Kevin Warsh, that decision was a test both of monetary policy and politics. A governor's election in Okinawa is a boon to Japan's military ambitions. And why summer is a casualty of climate change.Guests and host:Archie Hall, acting economics editorMoeka Iida, East Asia reporterAndrew Miller, special correspondentRosie Blau, co-host of “The Intelligence”Topics covered: Federal Reserve, Kevin Warsh, interest rates, inflationOkinawa, JapanSummer, climate change, heatwaveListen to what matters most, from global politics and business to science and technology—subscribe to The Economist. Hosted on Acast. See acast.com/privacy for more information.
President Trump wants his name added to the Kennedy Center and has talked about tearing it down if that doesn't happen. Mark also talks about Trump's building projects, including the helipad. Princess Diana's brother has released a new book about her marriage to King Charles III. Mark takes your calls! Mark interviews economist Steve Moore. Steve talks about some of the economic issues he feels the mainstream media isn't covering. He points to families making around $80,000 a year in 2025 and discusses how they were doing financially. Steve also talks about the Fed's decision to raise interest rates by 25 basis points and looks at Kevin Warsh's statement following the decision.See omnystudio.com/listener for privacy information.
Oil prices are down today as the Fed raises interest rates. Benjamin Netanyahu is heading to New York City next week, and Mayor Mamdani is standing by his views on Bibi. Democrats are also reacting to President Trump's idea to replace the modernist sculpture in front of the Smithsonian in Washington, D.C., with a statue of George Washington. Mark talks about Mamdani's new plan to bring 17 public bathrooms to neighborhoods across New York City. There will also be a big 60 Minutes interview this weekend with Patrick Clancy, Lindsay Clancy's partner. Singer Macklemore has apologized to Jewish people following his antisemitic comments. Some fans are also asking for refunds because of the controversy surrounding his recent concert. President Trump wants his name added to the Kennedy Center and has talked about tearing it down if that doesn't happen. Mark also talks about Trump's building projects, including the helipad. Princess Diana's brother has released a new book about her marriage to King Charles III. Mark interviews economist Steve Moore. Steve talks about some of the economic issues he feels the mainstream media isn't covering. He points to families making around $80,000 a year in 2025 and discusses how they were doing financially. Steve also talks about the Fed's decision to raise interest rates by 25 basis points and looks at Kevin Warsh's statement following the decision. New York AG Letitia James is in a feud with President Trump over the valuation of his Mar-a-Lago estate, with Letitia alleging that he is not telling the truth about a loan from the bank that he requested for the appraisal. Will Mamdani's new bathrooms around New York have soap and toilet paper in them daily? One of Kamala Harris's teammates came out and said it was a lie at one of the rallies she put on, claiming Beyoncé was commuting and didn't show up. It was all a lie to get people in the door. Mark breaks down certain polls that have Kamala Harris and Pete Buttigieg in first and second place among the 2028 candidates. Mamdani's “Freeze the Rent” policy may have issues with the community board in New York for renters. See omnystudio.com/listener for privacy information.
Steve talks about some of the economic issues he feels the mainstream media isn't covering. He points to families making around $80,000 a year in 2025 and discusses how they were doing financially. Steve also talks about the Fed's decision to raise interest rates by 25 basis points and looks at Kevin Warsh's statement following the decision.See omnystudio.com/listener for privacy information.
The Federal Reserve raised interest rates for the first time in three years, but for investors, the bigger question is what comes next. Lance Roberts and Michael Lebowitz break down what the Fed said, what Chairman Kevin Warsh signaled about inflation and future monetary policy, and why the Fed's updated rate projections matter for markets. With most policymakers anticipating another rate increase this year, is this the beginning of a new tightening cycle, or could the Fed be closer to "one and done"? What could higher rates mean for stocks, bonds, economic growth, and portfolio strategy as investors look toward the Fed's remaining meetings in 2026? 0:00 INTRO 1:12 - Retail Sales Better than Expected 3:20 - Market Reaction to Rate Hike, Dot Plots, & Commentary 5:14 - Room for a Rally? Odds vs History 10:40 - Mrs. Roberts' Hamburger Date 13:37 - Fed Hikes Rates: Policy Mistake? 17:02 - No Rate Cuts Next Year? 19:50 - Why Would the Fed Raise Rates? (Looking at PCE) 24:02 - It's All About the Bond Market 24:44 - Kevin Warsh' non-Forward Guidance & Dot Plots 27:16 - What Problems Will Rate Hike Cause? 30:08 - This is screwy 31:06 - The Neutral Rate is Already Restrictive 32:27 - Has the Bond Market Already Done the Fed's Job? (article) 35:44 - When the Fed Fights Inflation, it Makes Your Life Worse 37:18 - Is This a Start of a New Rate Cycle, or Continuation of Past Rates? 38:46 - This is an Oil Problem 39:26 - Fed Funds Rate History (chart) 42:17 - Give it a few days... Hosted by RIA Advisors' Chief Investment Strategist, Lance Roberts, CIO, w Portfolio Manager, Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer ------- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo ------- Watch today's Before the Bell report, "What Fed Rate Hikes Mean for Stocks," https://youtu.be/x3R2_RXa6ew ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/ZB0_e_Oi86w -------- Watch our previous show, "Q&A Wednesday: What Will The Fed Do?" https://youtube.com/live/a_oJzPPbdLQ ------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- * REGISTER for our next in-person Retirement Income Workshop, "Saturday, September 19, 2026: https://tracking.realinvestmentadvice.com/l/1052953/2026-06-17/2kkcz --- Articles Mentioned in Today's Show: "Has The Bond Market Already Done The Fed's Job?" https://realinvestmentadvice.com/resources/blog/has-the-bond-market-already-done-the-feds-job/ --- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN --- Subscribe to SimpleVisor : https://www.simplevisor.com/register-new --- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #FederalReserve #StockMarket #InterestRates #SP500 #Investing #FedRateHike
Ce jeudi 17 septembre, la décision de Kevin Warsh de relever les taux de la Fed a été abordée par Christian de Boissieu, économiste et vice-président du Cercle des économistes, Dany Lang, enseignant-chercheur en économie à Sorbonne-Paris Nord, et Anne-Catherine Péchinot, PDG d'Easy Cash, dans l'émission Les Experts, présentée par Laure Closier sur BFM Business. Retrouvez l'émission du lundi au vendredi et réécoutez la en podcast.
Original Youtube https://youtube.com/live/9OWiFmfsC0I
Die Amerikaanse Federale Reserwe het rentekoerse die eerste keer sedert 2023 verhoog om inflasie, wat bo sy teiken van twee-persent bly, te hanteer. Die federale raad het ʼn eenparige besluit geneem om die rentekoers met ʼn kwart persentasiepunt te verhoog na tussen 3,75-persent en vier-persent. Dit volg ten spyte van president Donald Trump se versoek dat rentekoerse verlaag word. Die raad se voorsitter, Kevin Warsh, sê drie dinge het sedert die Julie-vergadering verander: die ekonomie het versterk, inflasie het nie verlangsaam nie en geopolitieke spanning het toegeneem:
Original https://youtube.com/live/hLIB017Dlh0LINK ARTICULO https://inversionesytrading.com/acciones-stocks/petroleo-22/PUNTOS:
Bitcoin just absorbed a Fed rate hike, the collapse of the CLARITY Act, heavy ETF outflows, rising Treasury yields and brutal macro headwinds — and barely moved.With liquidity turning, inflation pressure building and Washington heading into the midterms, the Bitcoin bull case may be getting stronger, not weaker. We break down the Fed, Kevin Warsh, Trump, Bitcoin ETF flows, the global liquidity cycle and why Q4 could shock this entire market.SPONSORS
The Fed raised rates by a quarter point to 3.75%-4% in a unanimous vote, its first hike since July 2023, with 16 of 18 officials projecting at least one more increase this year. Stocks turned lower during Kevin Warsh's hawkish press conference, the Dow losing 1.2%, while the DAX had closed 0.5% higher on easing oil prices before the decision.>>> Follow me on LinkedIn:https://www.linkedin.com/in/endrit-cela/>>> Follow me on Instagram:https://www.instagram.com/endritcela_official/Disclaimer for "Capital Markets Quickie" Podcast:The views and opinions expressed on this podcast are based on information available at the time of recording and reflect the personal perspectives of the host. They do not represent the viewpoints of any other projects, cooperations, or affiliations the host may be involved in. "Capital Markets Quickie" does not offer financial advice. Before making any financial decisions, please conduct your own due diligence and consult with a financial advisor.
Michelle Martin unpacks Kevin Warsh’s first Federal Reserve rate hike and Donald Trump’s response, before examining what it could mean for the yen, the Bank of Japan and the Bank of England. Also in focus: why Lumentum and Coherent led the S&P 500, Amazon’s Generac deal, Anthropic’s Singapore expansion and Salesforce’s US$63 billion target. Plus, Boeing’s 737 Max delays, Metrocon’s Catalist debut and ByteDance founder Zhang Yiming overtaking Gautam Adani as Asia’s richest person.See omnystudio.com/listener for privacy information.
A.M. Edition for Sept. 16. The EU top's executive proposes making Canada the bloc's first associate member as traditional U.S. allies forge stronger ties in the face of tensions with the Trump administration. Plus, WSJ correspondent Jared Malsin details how the U.S. is burning through its interceptors to counter Iran. And, we tee up one of the most consequential Fed rate decisions in recent memory. Luke Vargas hosts. Sign up for the WSJ's free What's News newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
P.M. Edition for Sept. 16. The Federal Reserve unanimously decided to raise interest rates a quarter percentage point today, its first rate hike in three years. WSJ economics reporter Matt Grossman discusses what went into that decision, what it means for the Fed's relationship with President Trump and what to expect from the Fed's future meetings this year. Plus, Yemen's Tehran-backed Houthi rebels claimed they shot down a Saudi fighter jet. We hear from the Journal's deputy Middle East bureau chief Jon Gambrell about how the Houthis recently seized Bab al-Mandeb Strait, a crucial oil chokepoint, after sitting out months of the Iran war. And business leaders are taking sides in the debate around AI regulation—mostly in opposition to President Trump. Alex Ossola hosts. Sign up for the WSJ's free What's News newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Plus: Intel shares rise as AI-linked stocks largely recover from recent losses. And plumbing- supplies manufacturer Reliance Worldwide shares jump after Brookfield Asset Management agrees to all-cash acquisition. Julie Chang hosts. Sign up for WSJ's free What's News newsletter. An artificial-intelligence tool assisted in the making of this episode by creating summaries that were based on Wall Street Journal reporting and reviewed and adapted by an editor. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Investors parse the Fed's latest decision and what it means for the path ahead as stocks fell sharply during Kevin Warsh's press conference. Paulsen Perspectives' Jim Paulsen breaks down the market reaction while Janney Montgomery Scott's Guy LeBas explains what the decision means for bonds and rates. Bank of America's Ken Hoexter looks at transports and the impact of diesel prices on the sector as those names come under pressure. Barclays Chief U.S. Economist Marc Giannoni weighs whether the economy needs a rate hike. ON Semiconductor CEO Hassane El-Khoury discusses AI slowdown fears, the state of the semiconductor cycle and what he's telling investors. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
"If you strip out food and energy, we have one of the lowest inflation trends in recent years," says Dale Smothers, making the case that an interest rate hold is not off the table prior to the Fed's decision. Dale weighs inflation pains against the Fed's push to maintain independence as what he calls a "trapeze act" for Fed Chair Kevin Warsh. On the AI trade, he pushes back the idea of an AI slowdown due to the earnings ramp companies continue to see. ======== 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/schwab-Network/dp/B08JJRQG9T/Watch on Sling - https://watch.sling.com/1/channel/bb1b75050268416e82a557ff6387bff3/browseWatch on Vizio - https://www.vizio.com/en/watchfreeplus/catalog/live-tv-channels/3123029569/schwab-networkFollow 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
William Lee says the Fed can still surprise even as Wall Street braces for a greater than 90% interest rate hike Wednesday, especially if Kevin Warsh shows signs this hike is just "for face." Jeff Klingelhofer believes the Fed needs to put its foot down in maintaining independence by establishing chances of a rate hiking cycle to balance rising inflation with the U.S. economy. William disagrees with Jeff, arguing Warsh needs to "thread the needle very carefully" on how he addresses the fight against inflation. ======== 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/schwab-Network/dp/B08JJRQG9T/Watch on Sling - https://watch.sling.com/1/channel/bb1b75050268416e82a557ff6387bff3/browseWatch on Vizio - https://www.vizio.com/en/watchfreeplus/catalog/live-tv-channels/3123029569/schwab-networkFollow 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
Original https://youtube.com/live/9BmgJ6LC8akLINK ARTICULO https://inversionesytrading.com/acciones-stocks/futuros-25/PUNTOS:
[Recorded: 09-15-2026] Sean Brodrick, Editor of Wealth Megatrends, Supercycle Investor, Resource Trader, and contributing analyst to Weiss Ratings Daily, joins me for a wide-ranging discussion diving into the market volatility across multiple resource and general equity sectors in the current macroeconomic and geopolitical environment. He shares how he is managing his portfolio as it relates to oil and oil stocks, AI stocks, cybersecurity stocks, and gold stocks. We start off discussing the potential macro and market impacts of the first Fed funds rate hike by the US central bank in a few years. While the market had ascribed over a 90% chance of a 25-basis-point hike, through yesterday (when we talked), Sean looks ahead to what that actually means or may achieve for fighting persistently high inflation into the future. Higher rates could negatively affect the housing industry, auto loans, business loans, and slow growth to some degree. Market participants have already been selling bonds, and driving interest rates higher in anticipation of a higher Fed funds rate, along with pushing back on US fiscal policies. There is a “family feud” going on between Kevin Warsh and the Fed working to hike rates on the short end of the yield curve, and Scott Bessent and the US Treasury actively working lower rates on the long end of the yield curve. Sean makes the point that even if the Fed hikes interest rates once, or even a few times, it is not really going to change the fundamental oil supply from the Middle East or tame that inflation input as a result of rising energy prices. We then shifted our focus over to the surge higher to triple-digit oil prices, on the back of deepening conflict across the Middle East. Sean outlined how technical price projections on longer-term charts could allow for a brief spike in WTI up to $150 a barrel. Sean is very comfortable holding onto his oil stocks for now, as they should have a very profitable Q3 on the back of solid Q2 earnings. Next, we unpacked some of the recent slowdown in AI stocks and the pace of advancement, as a few vocal industry participants expressed concerns of losing control of artificial intelligence. Sean highlights that while these concerns are valid, that it has ballooned up into a bigger deal than many were expecting over the last couple weeks. It may be that real motivation to pump the breaks on the pace of A.I. is because the industry would like to see more government regulation that would discourage cheaper open-source foreign platforms from being adopted domestically. He highlights the potential opportunity that restricting or securing against AI threats may present to cybersecurity companies like Palo Alto Networks (Nasdaq: PANW) or CrowdStrike Holdings (Nasdaq: CRWD) Wrapping up, Sean shared his outlook on what fundamentals are driving gold, silver, and the PM stocks down over the last few weeks. In addition to more hawkish statements from Kevin Warsh during the Jackson Hole banking symposium a few weeks ago, Sean points out that it was really the higher inflation readings recently that back-stopped the decision for the Fed raise rates. He remains cautious that short-term economic data around inflation and a stronger US dollar could still trigger some more near-term selling pressure, but he also shares the reasons why he believes this move in the precious metals complex could have legs to begin the next run higher in the medium term. Sean is still mostly animated by revenue-generating gold and silver producers, and will be scanning across the field of companies at the upcoming Beaver Creek Precious Metals Summit for new ideas to report on moving forwards. Click here to follow along with Sean's work at Weiss Ratings Daily and Wealth Megatrends . Click here to learn more about Resource Trader For more market commentary & interview summaries, subscribe to our Substack reports: The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/ Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.
The 10-year Treasury yield hit 5.04%, its highest since 2007, as oil held near $108 Brent, handing stocks a second straight down day ahead of the Fed. Markets overwhelmingly expect a quarter-point hike on Wednesday, with the new projections and Kevin Warsh's press conference set to reveal whether more is coming.>>> Follow me on LinkedIn:https://www.linkedin.com/in/endrit-cela/>>> Follow me on Instagram:https://www.instagram.com/endritcela_official/Disclaimer for "Capital Markets Quickie" Podcast:The views and opinions expressed on this podcast are based on information available at the time of recording and reflect the personal perspectives of the host. They do not represent the viewpoints of any other projects, cooperations, or affiliations the host may be involved in. "Capital Markets Quickie" does not offer financial advice. Before making any financial decisions, please conduct your own due diligence and consult with a financial advisor.
El presidente de la Fed, Kevin Warsh, afirmó que la medida se debió a que "la inflación es demasiado alta.
CAPTION 1930 BERLINGerman Populism Politics And Monetary PolicyJoseph Sternberg examines the electoral rise of Germany's Alternative for Germany (AfD) party in Saxony-Anhalt, highlighting concerns over unpurged neo-Nazi elements within its leadership. While France's Marine Le Pen cleaned up her party's extremist image, the AfD retains radical elements, yet attracts frustrated voters in East Germany due to immigration and economic grievances. Sternberg also notes JD Vance's controversial alignment with European right-wing parties. Turning to economics, Sternberg discusses the Federal Reserve under Kevin Warsh considering a rate hike amid global bond selloffs, rising long-term yields, persistent inflation, and low-growth fiscal challenges in Britain. (3)
CAPTION 1914 BERLIN BANK RUNCONTENTS-JBS-9-15Federal Reserve Rate Hikes And AILiz Peek expects the Federal Reserve to hike interest rates by 25 basis points due to persistent inflation stuck between 3% and 3.5%. While U.S. economic fundamentals remain strong—with GDP growth exceeding 4% and robust consumer spending—rising diesel fuel prices over $6 per gallon are driving broader price increases across businesses. Refinery constraints and global energy pressures continue to exacerbate these cost headwinds. Regarding artificial intelligence, Peek argues that data center concerns and job loss fears are overstated, though emerging self-generating AI capabilities warrant self-regulation rather than Congressional intervention. (1)Iranian Proxy Warfare Disrupts Regional SecurityJonathan Schanzer analyzes how Iranian proxy strategy is disrupting regional security by targeting Persian Gulfenergy infrastructure. The Houthis have seized key Yemeni Red Sea territory including Mocha, while Iraqi militias shut down Saudi Arabia's East-West pipeline, restricting global oil flows. Desperate for military support, Saudi Arabia has engaged with regional partners and Israel. Meanwhile in Lebanon, the Israeli military continues dismantling Hezbollah's underground infrastructure, though political dysfunction in Beirut hampers government control over liberated areas. In Gaza, permanent stabilization remains tied to the difficult task of disarming Hamas through military power. (2)German Populism Politics And Monetary PolicyJoseph Sternberg examines the electoral rise of Germany's Alternative for Germany (AfD) party in Saxony-Anhalt, highlighting concerns over unpurged neo-Nazi elements within its leadership. While France's Marine Le Pen cleaned up her party's extremist image, the AfD retains radical elements, yet attracts frustrated voters in East Germany due to immigration and economic grievances. Sternberg also notes JD Vance's controversial alignment with European right-wing parties. Turning to economics, Sternberg discusses the Federal Reserve under Kevin Warsh considering a rate hike amid global bond selloffs, rising long-term yields, persistent inflation, and low-growth fiscal challenges in Britain. (3)European Energy Costs And German PoliticsJudy Dempsey and Thaddeus McCotter analyze European energy vulnerabilities and German political turmoil. Global diesel shortages and rising fuel prices are straining European economies and driving inflation, while U.S. aid to Ukrainehas dropped by 99%. President Trump requested Ukraine cease targeting Russian refineries, though Kyiv lacks sufficient air defenses. In Germany, Chancellor Friedrich Merz faces severe pressure over long-overdue economic reforms alongside electoral gains by the far-right AfD in Saxony-Anhalt and upcoming state elections. Meanwhile, Polandexperiences growing anti-Ukrainian sentiment, and Germany's military is shifting focus toward protecting Ukrainianinfrastructure. (4)Trump Family Ties To Russian OperativesCraig Unger details a ProPublica investigation revealing that Umar Kremlev, head of the International Boxing Association and associate of Vladimir Putin, funded hundreds of thousands of dollars for Donald Trump Jr.'s wedding parties. Kremlev has ties to Russian organized crime, Putin's security apparatus, and an organization linked to kidnapping Ukrainian children. Unger explains that Russian organized crime operates as an arm of state security. Reviewing historical ties dating back to 1980 KGB fronts and 2016 campaign contacts with GRU associates, Unger highlights major ethical and constitutional concerns regarding the Trump family's financial gains. (5)Nuclear Deterrence And Russian Coercive ThreatsPeter Huessy examines Vladimir Putin's routine use of nuclear threats as weapons of blackmail, coercion, and "reflexive control" to deter NATO involvement in Ukraine. Grounded in a 1999 decree authorizing low-yield tactical nuclear weapons, Putin's rhetoric treats nuclear employment as a political instrument despite the catastrophic economic and human consequences of any nuclear detonation. Huessy emphasizes that nuclear use constitutes criminality rather than strategy. To counter Russian coercion, the U.S. maintains strong extended nuclear deterrence through visible bomber deployments in allied nations and modernizing sea-launched cruise missile systems to ensure long-term stability. (6)Midterm Politics Policies And Economic RealitiesThaddeus McCotter evaluates midterm election dynamics, pointing to low presidential approval ratings and a 7% gap favoring Democrats. He criticizes President Trump's proposed $5,000 dividend tied to maintaining a Republicanmajority as an un-Republican, redistributionist scheme that undermines fiscal discipline during high inflation. McCotter notes that combining cash injections with demands for Federal Reserve rate cuts will likely guarantee interest rate hikes. High gas ($4.59) and diesel ($6.09) prices continue fueling voter discontent. Furthermore, McCotter lambasts asking Ukraine to stop attacking Russian refineries as prioritizing campaign optics over existential defense realities. (7)Narrative History And The Western TraditionAllen Guelzo, co-author with James Hankins of the two-volume The Golden Thread: A History of the Western Tradition, emphasizes the crucial role of narrative history. Guelzo notes a one-third decline in college history majors over fifteen years, driven by employment anxieties and hyper-professionalized academic specialization that neglects broader historical storytelling. Using historical examples like Gettysburg and Thermopylae, he illustrates how core civilizational ideas about freedom, human nature, and the pursuit of truth inspire human flourishing. Guelzo highlights the resilience of Western civilization, which routinely undergoes cultural renaissances following major historical crises. (8)
Money Disrupted is a monthly roundtable series examining how economic fragmentation, geopolitics and technological change are reshaping the global monetary order. Drawing on lessons from economic history, this episode examines two defining questions for the US and global outlook. First, can the new Federal Reserve Chair Kevin Warsh bring inflation sustainably under control at the 2% target level? Second, will the artificial intelligence boom continue with positive effects for the US and world economy without a destabilising correction? Markus Brunnermeier, Edwards S. Sanford Professor of Economics; Princeton University and Director, Bendheim Center for Finance and Harold James, Claude and Lore Kelly Professor in European Studies at Princeton University, join David Marsh, chairman of OMFIF, to explore what previous inflationary episodes and technology-driven investment booms can tell us about today's monetary policy challenges, market valuations and the prospects for AI to deliver lasting gains in productivity and economic growth. Join OMFIF for the September Federal Open Market Committee Watch on 18 September to examine the outcomes of the September FOMC meeting and the outlook for US monetary policy.
Gibson Smith, Founder and CIO of Smith Capital Investors, joins the podcast to unpack the forces reshaping fixed income today, including persistent inflation, a new Fed Chair, a shifting geopolitical backdrop, and the rise of debt financing for AI data centers. Gibson then shares his outlook on the implications for portfolio positioning.----------------------------------------------------------------------------------------------Subscribe Here to the ROI Podcast & other First Trust Market News Website: First Trust PortfoliosConnect with us on LinkedIn: First Trust LinkedInFollow us on X: First Trust on XSubscribe to the First Trust YouTube ChannelSubscribe to the ROI Podcast YouTube Channel
"The Federal Reserve Bank cannot fix the economy without causing pain somewhere." This episode breaks down the decision the Federal Reserve faces on September 16th, caught between President Trump's demand for lower interest rates and a growing inflation problem. He explains why the average American is effectively poorer today than 12 months ago, even after factoring in raises. Jaspreet Singh walks through how quantitative easing and quantitative tightening have shaped the economy since 2020, why new Fed chair Kevin Warsh's comments at Jackson Hole point toward rates staying higher for longer, and why this economic moment echoes the inflation crisis of the 1970s. He also explains why the Fed deliberately targets 2% inflation and how that policy affects investors differently than workers. In this episode, you'll learn: The difference between the inflation rate falling and prices actually coming down How quantitative easing and quantitative tightening work, and how the Fed has used both since 2020 Why Kevin Warsh's comments at the Jackson Hole meeting signaled the Fed may keep rates higher or raise them The 1970s parallel: leaving the gold standard, an oil crisis, and interest rates that reached nearly 20% Why $40 trillion in national debt makes lower interest rates so appealing to the Trump administration Why this cycle is unusual, since inflation is a problem even though the economy is not in a recession Why the Federal Reserve deliberately targets 2% inflation instead of 0% How inflation benefits investors over workers, and why that makes becoming an investor matter Keywords: Federal Reserve, interest rates, inflation, quantitative tightening, national debt, Kevin Warsh, monetary policy, investing, Jackson Hole, dollar devaluation ✅ Register for my investing Workshop & get Market Briefs as a bonus: Please note: Yes, these are our sponsors & advertisers. However, these are companies that I trust and use (or have used). The compensation doesn't affect my recommendations or advice. That being said, you should always do your own research & never blindly listen to a random guy on YouTube (or podcast). ---------- ➤ Invest In Stocks Passively 1) M1 Finance - Buy stocks & ETFs automatically: https://theminoritymindset.com/m1 ---------- ➤ Life Insurance 2) Policygenius - Get a free life insurance quote: https://theminoritymindset.com/policygenius ---------- ➤ Real Estate Investing Online 3) Fundrise - Invest in real estate with as little as $10! https://theminoritymindset.com/fundrise ----------
The US Federal Reserve appointed a new chair earlier this year. Kevin Warsh replaced Jerome Powell, who had been under constant fire from the Trump administration. For many, Warsh's appointment represented a turn towards the overt politicization of monetary policy. Is the age of central bank independence coming to an end? And is it something that the Left should mourn or celebrate? Martijn Konings, professor of political economy at the University of Sydney and author of The Bailout State: Why Governments Rescue Banks, Not People, joins Long Reads to discuss the state of central banking. Long Reads is a Jacobin podcast looking in-depth at political topics and thinkers, both contemporary and historical, with the magazine's writers. Hosted by features editor Daniel Finn. Produced by Conor Gillies with music by Knxwledge.
Healthcare affordability is top-of-mind for many Americans right now. And for a long time, state legislators' only avenue for easing that burden was through care subsidies. But what about looking at the problem from a whole new angle? In this episode, two states, unalike in their political leanings, try out healthcare price caps. Plus: Rising oil prices push up short-term bond yields, more homebuyers look into adjustable-rate mortgages, and we try to predict Fed Chair Warsh's next move.Every story has an economic angle. Want some in your inbox? Subscribe to our daily or weekly newsletter.Marketplace is more than a radio show. Check out our original reporting and financial literacy content at marketplace.org — and consider making an investment in our future.Read the stories in today's episode:High oil prices are pushing up short-term bond yieldsWhat will Kevin Warsh do? He's not tellingMore states are trying price caps to tackle healthcare affordabilityAs mortgage rates rise, some homebuyers are choosing adjustable-rate loansOwning a home with a friend means learning how to talk about money
Healthcare affordability is top-of-mind for many Americans right now. And for a long time, state legislators' only avenue for easing that burden was through care subsidies. But what about looking at the problem from a whole new angle? In this episode, two states, unalike in their political leanings, try out healthcare price caps. Plus: Rising oil prices push up short-term bond yields, more homebuyers look into adjustable-rate mortgages, and we try to predict Fed Chair Warsh's next move.Every story has an economic angle. Want some in your inbox? Subscribe to our daily or weekly newsletter.Marketplace is more than a radio show. Check out our original reporting and financial literacy content at marketplace.org — and consider making an investment in our future.Read the stories in today's episode:High oil prices are pushing up short-term bond yieldsWhat will Kevin Warsh do? He's not tellingMore states are trying price caps to tackle healthcare affordabilityAs mortgage rates rise, some homebuyers are choosing adjustable-rate loansOwning a home with a friend means learning how to talk about money
Alan Dunne is joined by Matt Klein to discuss whether the excitement around AI is getting ahead of the economic reality. Matt explains why the parallels with the 1990s productivity boom may be misleading and why stronger productivity could actually push interest rates higher rather than lower. They explore the surge in AI investment, what rising bond yields really tell us about the economy, and whether US debt levels are as worrying as they appear. The conversation also turns to China's enormous trade surplus, growing global imbalances, the prospect of European tariffs, currency intervention and what Kevin Warsh's new Fed task forces could mean for monetary policy.-----50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE-----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT's TRUE ? – most CIO's read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.Learn more about the Trend Barometer here.Send your questions to info@toptradersunplugged.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Alan on LinkedIn.Follow Matt on X.Episode TimeStamps: 00:00 - Introduction and Matt Klein's return to Top Traders Unplugged01:57 - Kevin Warsh, Jackson Hole and the outlook for the Fed05:15 - Why the AI boom may not look like the 1990s11:39 - How quickly could AI actually boost productivity?15:47 - Are we seeing an AI productivity boom in the data?18:56 - Does AI change how we should think about the economy?21:41 - AI spending, data centers and the risk of a capex bust26:18 - Why bond yields could have further to rise31:13 - When higher interest rates might actually be good news33:17 - US debt sustainability and the risk of a bad equilibrium37:04 - China and the return of global economic imbalances42:11 - How China's massive trade surplus is affecting the world48:50 - Tariffs, Europe and how countries might respond to China52:01 - Why the US intervened in the Japanese yen58:33 - Kevin Warsh's Fed task forces and what could change nextCopyright © 2025 – CMC AG – All Rights Reserved----PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey:1. eBooks that cover key topics that you need to know about In my eBooks, I put together some key discoveries and things I have learnt during the more than 3 decades I have worked in the Trend Following industry, which I hope you will find useful. Click Here2. Daily Trend Barometer and Market Score One of the things I'm really proud of, is the fact that I have managed to published the Trend Barometer and Market Score each day for more than a decade...as these tools are really good at describing the environment for trend following managers as well as giving insights into the general positioning of a trend following strategy! Click Here3. Other Resources that can help youAnd if you are hungry for more useful resources from the trend following world...check out some precious resources that I have found over the years to be really valuable. Click HerePrivacy PolicyDisclaimer
I am the House! Bessent on Yen and other matters (he has inside information). Straight of Hormuz – There is no movement people. CPI coming Friday – many say ultimate Fed test. Gen-Z Dumps the bubbles. PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? PayPal.Donation.Button({ env:'production', hosted_button_id:'JJJHP2GDEJC7J', image: { src:'https://www.paypalobjects.com/en_US/i/btn/btn_donateCC_LG.gif', alt:'Donate with PayPal button', title:'PayPal - The safer, easier way to pay online!', } }).render('#donate-button'); Follow John S. Dvorak on X Follow Andrew Horowitz on X Warm-Up - I am the House! Bessent tonight on Yen and other matters (he has inside information) - Straight of Hormuz - There is no movement people - CPI coming Friday - many say ultimate Fed test - Gen-Z Dumps the bubbles Markets - Chips up, making up for some time - Oil UP! and UP! - Yields keep climbing DHU MAILING LIST! - Go to DHUnplugged.com BOND YIELDS KEEP CLIMBING - Japan now has a 3% 10-year yield while carrying government debt above 200% of GDP. - Higher Japanese yields also create an incentive for domestic investors to bring money home rather than reaching overseas for returns. - The broader bond selloff is hitting the U.S., Germany, U.K. and Japan at the same time. FED HIKE ODDS RISE - Warsh said the Fed still has “work to do” if officials are not confident inflation is returning to 2%. - Fed Governor Christopher Waller has left open the possibility of holding rates steady if inflation cools. - The September decision is increasingly being dictated by incoming inflation data and oil. - It is kinda funny.... The “data-dependent Fed” is now apparently oil-dependent, jobs-dependent and whatever-CPI-says-next-week-dependent. OIL KEEPS PRESSURE ON INFLATION - Renewed U.S.-Iran tensions have pushed oil higher and revived fears about supply through the Strait of Hormuz. - The Strait remains one of the most important chokepoints for global energy flows. - Oil is working directly against central banks trying to bring inflation back toward target. - Basically, central banks can raise rates all they want yet it is too bad that the the Strait of Hormuz does not attend FOMC meetings. SCHWAB VOLATILITY TRADE - Barron's argues low market volatility may not last as fall seasonality and macro risks build. - Schwab could benefit if volatility drives heavier customer trading activity. - The suggested trade used an October risk reversal built around $110 puts and $120 calls. BEAR INVASION - Colorado has logged more than 7,000 bear sightings this year, already a record. - Drought and poor natural food supplies are pushing bears into homes and businesses. - New Mexico and Utah have also reported unusually high numbers of bears being euthanized. - One Colorado homeowner found two bears inside his hallway; another wandered into a vape shop. - Is this a warning for markets????? META SETTLEMENT - Meta agreed to pay up to $18 billion over 10 years to settle state claims involving harm to children. - States had been seeking penalties approaching $200 billion. - Teen accounts will face time limits, overnight restrictions and muted school-hour notifications. - Meta did not have to eliminate personalized recommendations or targeted advertising. BROADCOM: NEXT AI CHECK - Broadcom reports Wednesday after the close, another major test of AI spending after Nvidia. - Focus will be on AI semiconductor growth, hyperscaler demand and the outlook for custom AI accelerators. - Broadcom's guidance matters beyond the stock because it offers a read on whether huge data-center spending plans are still accelerating. WEIRD ONE: SHEIN'S UPSIDE-DOWN IPO - Shein is looking to raise about $1.8 billion in its Hong Kong IPO while paying roughly $3.6 billion in cash and stock to early investors. - The payouts stem from investor protections triggered after Shein's valuation collapsed from about $98 billion in 2022 to roughly $26.8 billion. - Some of the same early investors receiving compensation are coming back as cornerstone buyers in the IPO. - Essentially: raise $1.8 billion from new investors while sending twice that amount back to older ones. GOOD GOOD GOES BAD - Good Good Golf's controversial Callaway ad showed co-founder Garrett Clark shoving a female creator in a movie spoof, triggering immediate backlash. - Callaway ended its partnership, Dick's and Golf Galaxy pulled Good Good merchandise, and Golf Channel canceled the current "Big Break x Good Good" season. - Good Good also stepped away as title sponsor of the PGA Tour's November event in Austin. - WOW - the company had more than 2 million YouTube followers and become one of golf's fastest-growing media and merchandise businesses before the blowup. ARGENTINA BEEF PRICE FIX - Trump expanded lower-tariff beef imports by 300,000 metric tons in an effort to bring down record-high U.S. beef prices. - The U.S. cattle herd is at its lowest level in 75 years, while USDA expects beef production to fall roughly 4% this year. - Argentina is one source of additional supply, but U.S. ranchers argue cheaper imports could undercut domestic producers just as they are trying to rebuild herds. - Trump says imported beef could help lower prices; farm-state lawmakers and ranch groups say the short-term consumer fix could make the long-term supply problem worse. EUROPE GETS GROWTH AND INFLATION - Euro-zone manufacturing is expanding at its fastest pace in more than four years as headline inflation moves back above 3%. - Stronger factories give the ECB more room to tighten without immediately crushing economic activity. - Much of the new inflation pressure is energy-driven, which higher ECB rates cannot directly fix. - Europe finally gets better manufacturing numbers, so naturally the reward is another rate hike. CHINA'S TWO-SPEED ECONOMY - The private manufacturing PMI showed expansion while the official factory reading remained in contraction. - Export orders strengthened, but services and domestic demand remain weak. - The divergence shows the improvement remains concentrated in exporters. - Alternative Facts: Depending on which PMI you prefer, China's factory sector is either expanding or contracting. Two economies for the price of one. THE $50 BILLION DATA-CENTER IPO - SB Energy is reportedly seeking a valuation above $50 billion despite having no operational data centers. - It reported about $139 million of first-half revenue against a $3.21 billion net loss. - The company claims roughly $439 billion of project backlog. - OpenAI is an investor, warrant holder and major future customer; Nvidia is also providing capital while supplying the chips. - Soooooo...... No operating data centers, billions in losses and a possible $50 billion valuation. At least they remembered to build the valuation first. NVIDIA BUYS HUGGING FACE FOR $13 BILLION - Nvidia agreed to buy Hugging Face for about $12.9 billion. - Hugging Face was valued at $4.5 billion in 2023 and has about $150 million in annual revenue. - Nvidia will pay roughly $11.9 billion to shareholders plus $1 billion in employee retention equity. - Hugging Face will remain open and interoperable. - JC Called this earlier last week. Obviusly the pressure was on since his scoop and they needed to get this done. UNCLE SAM'S STOCK PORTFOLIO - Federal equity positions now include Intel, MP Materials and Trilogy Metals. - Intel, MP Materials and Trilogy Metals all jumped after their respective government deals. - An Intel shareholder lawsuit argues the CHIPS Act did not authorize the government to demand an equity stake. - The case could affect other government investments made using CHIPS Act funding. GEN Z DUMPS THE BUBBLES - Non-carbonated drinks accounted for 38% of new premixed-alcohol launches last year, up from 27% in 2021. - Boston Beer's Sun Cruiser is growing while Truly slows. - Mom Water is on pace to exceed 1 million cases this year. - Lucky One Lemonade sold 1 million cases in its first seven months. - Gen Z has apparently decided carbonation was the problem. TRUMP WANTS LOWER RATES - President Trump called for lower interest rates after the August jobs report. - Markets moved the other way, increasing expectations for a September Fed hike. - Kevin Warsh has kept another rate increase on the table. - Markets were pricing roughly a 60%-plus chance of a quarter-point September hike. JOBS REPORT CRUSHES ESTIMATES - August payrolls rose 162,000 versus roughly 56,000 expected. - July was revised from a 23,000 decline to a 21,000 gain. - Unemployment held at 4.1%. - Labor-force participation rose to 61.6%. - Wage growth eased to 3.1% year over year. MAPQUEST IS NO. 1 AGAIN - MapQuest jumped from No. 128 to No. 1 in the U.S. App Store. - The surge followed its decision to keep the Lake Ontario name. - More than half of its 2026 U.S. downloads reportedly came in just a few days. - Google Maps now shows “Lake America” for U.S. users. AUSTRALIA JOINS THE BOND SELLOFF - Australia's 10-year government bond yield climbed above 5.1%, its highest since 2011. - The three-year yield also jumped as traders priced more central-bank tightening. - Australia joins the U.S., Japan, Germany and U.K. in the global yield surge. DICK'S GETS HIT BY FOOTWEAR - Dick's shares fell more than 25% after earnings. - Earnings, revenue and same-store sales missed expectations. - Foot Locker also disappointed after the acquisition. - Management cited heavier promotions, fewer product launches and discounting of older shoes. Love the Show? Then how about a Donation? PayPal.Donation.Button({ env: 'production', hosted_button_id: 'JJJHP2GDEJC7J', image: { src: 'https://www.paypalobjects.com/en_US/i/btn/btn_donateCC_LG.gif', alt: 'Donate with PayPal button', title: 'PayPal - The safer, easier way to pay online!' } }).render('#donate-button-2'); THE CLOSEST TO THE PIN for SpaceX (SPCX) Winners will be getting great stuff like the new "OFFICIAL" DHUnplugged Shirt! FED AND CRYPTO LIMERICKS See this week's stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter
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