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How did China's trade surplus hit $1.1 trillion this year? The United States purchased around $450 billion of manufactured goods from China in 2024, but trade has dropped between the two countries so how did China have a record surplus of $1.1 trillion through November 2025? The current tariff on goods imported from China is around 37% according to the Tax Policy Center and imported goods from China have dropped dramatically. China has been able to increase their exports to other countries to more than compensate for the loss of exports to the United States which are down roughly 19%. China has seen an increase of exports to Southeast Asia of 14%, the European Union has increased 8%, and Latin America saw a 7% increase in exports from China. A big increase of 25% in exports to Africa was also very helpful to China's manufacturing surplus. Even though they're turning out more cars, manufacturing products and chemicals than ever before, it has created a very heavy competition in China which is pushing down prices, profits, and income for the Chinese manufacturing companies. There will not be another round of talks between the US and Chins until next year. At the last set of trade talks the US did lower our tariffs and China promised to buy American soy beans and end a plan to tighten the export of rare earths, which are critical and found in many products from jet engines to cars and many other electronics as well. We will continue to follow the developments of these trade talks as there should be more news coming next year! Finally some data on the labor market! With the government shutdown, a lot of the data for the labor market was delayed. We finally got employment figures for October and November, and they were interesting to say the least! To start, the October numbers looked horrific considering payrolls declined by 105,000 in the month. While this sounds troubling, it's important to remember all of those government workers on severance were still counted as employed until the severance ended. This led to a decline in government payrolls of 162,000 in the month of October. Losses in government payrolls continued in November, but at a much slower rate as they tallied 6,000 in the month. Since reaching a peak in January, government employment has seen a decline of 271,000 jobs. Looking at November, payrolls increased by 64,000, but healthcare continued to carry most of the weight as the sector accounted for more than 70% of the total net increase and added 46,000 jobs. Construction was also strong in the month as the sector added 28,000 jobs, but many other areas saw little change and transportation and warehousing was weak as payrolls declined by 18,000. Another concern in the report was the unemployment rate ticked up to 4.6%, which was above the 4.4% level in September and marked the highest reading since September 2021. Overall, when I look at the labor market it is definitely slowing, but I wouldn't say I'm overly concerned at this point in time. While it is concerning to see declines in the payroll level in three of the last six months, for the most part the private market has done a good job picking up the large declines in the government sector, which I view as healthy. I don't want to say our labor market is booming at this point in time, but I would still classify as relatively healthy. Inflation report shows great progress, can it be trusted? Headline November CPI came in at 2.7% compared to last November, which was well below the estimate of 3.1% and core CPI, which excludes food and energy, showed an increase of just 2.6%. This was the lowest reading for core CPI since March 2021 when the increase was just 1.6% and it also came in well below the estimate of 3.0%. Some areas in the report remained challenging particularly in food, where we saw uncooked beef roast climb 21.2% and coffee increase by 18.8%. Beef prices have struggled as cattle supply touched its lowest point in 2025 since the early 1950s and coffee prices have been hit by extreme weather in major coffee-producing countries as well as the tariffs levied on Brazil. Shelter inflation was positive in the report as the annual increase was just 3% and it's believed there is more relief coming for the largest weight in the CPI, which generally occupies around 1/3 of the headline number. If the inflation for shelter slows further, it would be very beneficial for the inflation rate as we progress through 2026. The big problem with this report is there are questions about how accurate the data is. Due to the shutdown, there was no data collected for the month of October, and the BLS was only able to collect data for about half the month of November as the shutdown did not end until November 12th. For the time being we are pleased with the results from this CPI report, but I do believe there will now be even more emphasis on the December CPI as that will be the first full month of data following the record-breaking government shutdown. Want to become a millionaire? Invest in your 401(k)! There are more and more people with $1 million or more in a 401(k) as companies like Fidelity and Vanguard are seeing record numbers of people with accounts of more than $1 million. Fidelity said they hit the highest level ever when it comes to 401k millionaires with about 3.2% of their 401k's or 654,000 accounts now over $1 million. Vanguard also had similar numbers for 401k millionaires. Becoming a 401k millionaire is not a get rich quick scheme, but it's a proven way to build your wealth long-term with proper investment choices. It is estimated that roughly 86% of those with $1 million plus in their 401k are 50 or older. It is also estimated that around 1000 people per day become 401k millionaires in the US. The key to becoming a 401K millionaire is to invest wisely, which means not too aggressive, but also not too conservative. Also, when a portfolio drops, you cannot sell everything and wait for the market to get better, you or an investment professional must verify that you have good quality investments in your portfolio that can handle the financial storms and also it's important to continue adding to your portfolio during these difficult times. It is important not to pull money out from your 401(k) for any reason at all, no matter how bad you think the situation is, it will improve. It is much better to deal with problems when you're young rather than when you're in your 60s because you did not let your 401(k) grow to over a million dollars. Financial Planning: Taking Advantage of Itemized Deductions Before December 31st With the repeal of the $10,000 SALT deduction limit, many taxpayers may once again benefit from itemizing deductions rather than taking the standard deduction, and there are practical steps that can be taken before year-end to further enhance that benefit. The SALT deduction includes both state income taxes and property taxes, and because individuals are cash-basis taxpayers, deductions are generally taken when expenses are paid rather than when they are due, meaning that paying certain obligations before December 31st can shift future deductions into the current tax year. In California and many other states, property taxes are paid in two installments, with the first due in December and the second due in April. If the April installment is paid by December 31st, it may be deductible in the current year instead of the following one. Similarly, the final state estimated tax payment is typically due on January 15th, but making that payment in December allows the deduction to be taken in the current year. Another significant itemized deduction is mortgage interest, and while mortgage payments are usually due on the first of the month, making the January 1st payment in December can allow the interest from that payment to be deducted in 2025 rather than 2026. In addition, charitable deduction rules are scheduled to change in 2026 and will be subject to an adjusted gross income (AGI) limitation, which means taxpayers who are charitably inclined may benefit from accelerating planned donations into the current year while the rules are more favorable. Taken together, these strategies tend to be most effective when income is higher in the current year, as accelerating deductions while in higher tax brackets results in greater overall tax savings. Companies Discussed: Oxford Industries, Inc. (OXM), Exxon Mobil Corporation (XOM), Vail Resorts, Inc. (MTN) & Costco Wholesale Corporation (COST)
In this special holiday edition, Emmaline Aliff is joined by Equifax Advisors Tom O'Neill, Dave Sojka, Jesse Hardin, and Maria Urtubey for a “Santa Scorecard” look back at what was naughty or nice in the 2025 economy, and what may change in 2026. The group unpacks AI adoption, rate cuts, equity market resiliency, and rising consumer stress signals—from student loans to auto and mortgage delinquencies. They close with 2026 resolutions, including what they're watching most closely.Economist Shandor Whitcher from Moody's Analytics provides this episode's macroeconomic update.What are the key economic themes discussed?· AI adoption at the personal and industry level—and its economic impact· The state of inflation, growth, and consumer sentiment· Federal Reserve rate cuts and what they mean for credit, housing, and auto loans· Equity market resiliency and the role of higher-income households· Rising delinquencies in student loans, auto, and mortgages· Government shutdowns and gaps in economic data· The persistence—and possible evolution—of the K-shaped economyWhat are the biggest risks heading into 2026?The panel highlights labor market softening, affordability pressures, consumer reliance on credit, and uncertainty around policy, tariffs, and inflation.What are the key takeaways for businesses and lenders?· Consumer financial health is increasingly uneven across income tiers· Credit performance signals require closer monitoring in 2026· AI and alternative data sources are becoming essential for economic insight· Adaptability and resilience will be critical as uncertainty continuesHave feedback or want to be a guest?Contact the Equifax Advisors team at riskadvisors@equifax.com.
New federal jobs data confirms the U.S. labor market softened in October and November. After weeks of delays caused by the government shutdown, the Bureau of Labor Statistics reports job losses in October, modest hiring in November, and an unemployment rate rising to 4.6% — the highest level since 2021. In this episode of Real Estate News for Investors, Kathy Fettke breaks down what's driving the slowdown, including sharp cuts in federal employment, slower wage growth, and mixed signals from consumer spending. We also look at which sectors are still adding jobs — like health care and construction — and where losses are mounting, including transportation and leisure and hospitality. Finally, Kathy explains why this cooling labor market matters for real estate investors as we head toward 2026, and what to watch next with inflation data and Federal Reserve policy.
A.M. Edition for Dec. 16. Investors will get a closer look at the U.S. employment picture with the release of two months' worth of data that was delayed by the government shutdown. Plus, Australia's prime minister says the shooters who attacked a Hanukkah celebration at Sydney's Bondi Beach appear to have been inspired by Islamic State. And WSJ advertising editor Suzanne Vrenica says concern about tariffs and consumer spending led to an earlier start to the holiday ads season, otherwise known as “Christmas creep.” Luke Vargas hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices
The U.S. labor market is showing further signs of cooling, as the latest jobs report indicates that unemployment has risen to its highest level in four years. There was some good news as payrolls climbed by 64,000 new jobs last month. The delayed report was due to the six-week government shutdown. Geoff Bennett discussed the numbers with David Wessel of the Brookings Institution. PBS News is supported by - https://www.pbs.org/newshour/about/funders. Hosted on Acast. See acast.com/privacy
KGMI's Dianna Hawryluk talks to CBS business analyst Jill Schlesinger about the problems young people are having finding jobs.
Martha Gimbel is the executive director and co-founder of the Budget Lab at Yale. In Martha's first appearance on the show, she discusses the missing BLS job market data, the consequences of losing two months of labor market data, the impact of AI on the labor market in the short and long term, why it is hard to determine which job sectors AI will impact first, why people will keep learning foreign languages, the future impact tariffs will have on the economy, why US treasuries might get left for the hometown guy in a Hallmark Christmas movie, and much more. Check out the transcript for this week's episode, now with links. Recorded on November 19th, 2025 Subscribe to David's Substack: Macroeconomic Policy Nexus Follow David Beckworth on X: @DavidBeckworth Follow Martha on X: @MarthaGimbel Follow the show on X: @Macro_Musings Check out our Macro Musings merch! Subscribe to David's new BTS YouTube Channel Timestamps 00:00:00 - Intro 00:01:48 - The Budget Lab at Yale 00:05:34 - Missing Government Data 00:14:21 - Artificial Intelligence 00:44:49 - Trade Wars 00:54:51 - Outro
Brian Shactman and Jill Schlesinger discussed the upcoming economic data releases, including jobs numbers for November and the CPI report. Schlesinger noted that the labor market is in a "low, higher, low fire market" with minimal hiring and firing, except in certain industries. She highlighted that the economy is growing due to increased spending on AI and wealthier Americans, but job creation has slowed significantly, with only 76,000 jobs created through September 2024. Schlesinger emphasized the challenges faced by young college graduates in finding jobs, advising them to focus on adaptability and skills rather than specialization.
As The Bid takes a short break for the holidays, we're introducing listeners to Market Take, the weekly macro podcast from the BlackRock Investment Institute. Market Take offers fast, digestible insights on what's moving markets - and this week, the focus is squarely on the labor market.Senior Economist Nicholas Fawcett breaks down why softer U.S. labor data is reinforcing expectations for another potential Federal Reserve rate cut. With hiring and labor supply both cooling, policymakers are watching these trends closely as they navigate the balance between inflation control and economic resilience. Nicholas also explores how delayed jobs data complicates the Fed's visibility into the economy, what markets are pricing in ahead of the December meeting, and how fiscal dynamics in the UK are shaping long-term bond views.Whether you're tracking monetary policy, macro signals, or broader capital markets trends, this short episode offers a concise view of the forces shaping the economic backdrop.Key Insights· The U.S. labor market is softening, raising the likelihood of another Fed rate cut.· Payrolls show a “no hiring, no firing” pattern as labor demand and supply slow.· Delayed jobs data may create noise, but markets still expect a quarter-point cut.· Fiscal tightening in the UK influences gilt valuations and long-term yield dynamics.· Labor market trends, inflation, and rates continue to guide broader market sentimentlabor market, inflation, interest rates, Federal Reserve, capital markets, macro trends, market commentary, economic outlookThis content is for informational purposes only and is not an offer or a solicitation. Reliance upon information in this material is at the sole discretion of the listener. Reference to any company or investment strategy mentioned is for illustrative purposes only and not investment advice. In the UK and non-European Economic Area countries, this is authorized and regulated by the Financial Conduct Authority. In the European Economic Area, this is authorized and regulated by the Netherlands Authority for the Financial Markets. For full disclosures, visit blackrock.com/corporate/compliance/bid-disclosures.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
The Last Trade: Tad Smith unpacks why Bitcoin's “disappointing” 2025 might be the perfect setup, how gold and sovereign flows are quietly rewriting the sound money playbook, and what AI, labor shocks, and Fed policy mean for younger generations staring at a broken system and a massive opportunity.---
Welcome to The Chrisman Commentary, your go-to daily mortgage news podcast, where industry insights meet expert analysis. Hosted by Robbie Chrisman, this podcast delivers the latest updates on mortgage rates, capital markets, and the forces shaping the housing finance landscape. Whether you're a seasoned professional or just looking to stay informed, you'll get clear, concise breakdowns of market trends and economic shifts that impact the mortgage world.In today's episode, we look at why short-term rates and long-term rates are seeing a decoupling. Plus, Robbie sits down with iEmergent's Bernard Nossouli for a discussion on why mortgage demand is better predicted by bottom-up, borrower-level and local-market signals than by national macro assumptions, while still requiring vigilance for structural inventory gaps, demographic shifts, and policy shocks that lenders and policymakers must factor in to understand true housing opportunity. And we close by examining what we are in terms of labor market softening.With rising credit costs, every dollar matters. L1 Credit is a full-service credit reporting agency designed to help you reduce expenses and safeguard margins. Lenders switching to L1 Credit are consistently seeing 15-20% savings on credit costs. L1 Credit delivers the flexibility and value you need on credit, flood, fraud, and verification products—all backed by the high standard of service you expect from Lenders One. Don't wait—request your FREE cost-savings review today at lendersone.com.
In this episode, our host John Przygocki and ClearBridge Investments' Jeff Schulze examine the state of the US economy following the end of the government shutdown and amid ongoing debates about the impact of artificial intelligence on employment. They cover key themes such as labor market stability, the potential for further Fed rate cuts, and the surge in capital spending by major technology firms. Jeff also shares his outlook for equity markets, highlighting why he thinks diversification and active management may hold an edge in 2026.
This week, Greg, Scott, and Shar try to explain the current state of the labor market without any help from the BLS. Be sure to contact CTL@bhsusa.com if you have Greg Heym's Crossing the Line on your Spotify Wrapped for your special offers from Shahriar Sedgh of Sedgh & Zuckerman PLLC and CrossCountry Mortgage! Filmed at Brown Harris Stevens' Studio 1873, Part of the Mastery of Real Estate (MORE) Network. Subscribe: https://podcasts.apple.com/us/podcast/crossing-the-line/id1715709313 Watch: https://www.youtube.com/playlist?list=PL7_x00Dbn3OSwzBAeflzGNqX3GrWvOMdJ Connect with Greg Heym: https://www.bhsusa.com/about-gregory-heym Market Report Data: https://www.bhsusa.com/market-reports Submit your "Crossing the Line" questions: CTL@bhsusa.com Connect with Scott Nadler of CrossCountry Mortgage: https://crosscountrymortgage.com/brooklyn-ny-5601/scott-nadler/ Connect with Shahriar Sedgh of Sedgh & Zuckerman PLLC: shar@sznylaw.com Learn More About The Everset: https://theeverset.com/ Brown Harris Stevens is one of the largest privately owned real estate brokerages in the country, with more than 40 offices across four states: New York, New Jersey, Connecticut, and Florida. https://bhsusa.com/ #crossingtheline #economy #realestate #theline #gregheym #mortgages #mortgagerates #interestrates
A) Three ThingsRefi Gaining MomentumJP Morgan Stock DivesCrowdfunding for Groceries IncreasesB) The Beveridge Curve: Reading the Labor Market's Hidden Message - Part 2C) PIPS Pick Of The Day! Throwback ThursdayTrade while you sleep and across time zones with Arbitrage Trade Assist. Sign up today at ArbitrageTrade.com. Arbitrage Trade is your trusted source for business, finance, and tech info.#finance , #stocks , #trendingnowSupport this show http://supporter.acast.com/arbitrage. Hosted on Acast. See acast.com/privacy for more information.
A) Three ThingsOnline AI Price Gouging?Now NVidia Given Green Light for H200 to ChinaAustralia Ban on Social Media for Under 16B) The Beveridge Curve: Reading the Labor Market's Hidden Message - Part 1C) PIPS Pick Of The Day! Trade while you sleep and across time zones with Arbitrage Trade Assist. Sign up today at ArbitrageTrade.com. Arbitrage Trade is your trusted source for business, finance, and tech info.#finance , #stocks , #trendingnow Support this show http://supporter.acast.com/arbitrage. Hosted on Acast. See acast.com/privacy for more information.
The U.S. economy is humming along nicely; the labor market not so much. Job creation is slowing and so is the supply of workers. Host Carmel Crimmins talks to Reuters U.S. economics editor Dan Burns about the forces reshaping America's workforce. Catch Reuters Morning Bid here Sign up for the Reuters Econ World newsletter For information on our privacy and data protection practices visit the Thomson Reuters Privacy Statement. Learn more about your ad choices. Visit megaphone.fm/adchoices Further listening Statistics: Trump's firing rocks the foundations of economics Is the U.S. economy in danger of contracting? Inflation Learn more about your ad choices. Visit megaphone.fm/adchoices
Want the real facts and on-the-ground insights for what is happening in our Perth property market and why? Today, I discuss why the Perth property market has reached a boiling point, with record-low supply, fast-rising prices across houses, units, and land, and a major shift in affordability toward higher-density living. I cover the latest data across sales, rentals, yield performance, and buyer demand. I also break down the pressure points driving the market, population growth, stalled development, zoning reforms, APRA’s new lending caps, interest-rate expectations, and inflation trends. Plus, I walk through what’s happening on the ground with competition, pricing, and suburb performance. To wrap up, I share growth forecasts for each price bracket, strategies for buying and investing in this cycle, and the key actions to position your portfolio for the next 12 months. Let’s go inside. Resource Links: Get your Strategic Portfolio Plan and our help with Buying Your Next Perth Property (https://www.investorsedge.com.au/invest-in-perth-property/) Get email updates about suburb intelligence reports and exclusive invites to our webinars, events, and workshops. Join (investorsedge.com.au/join) Join the Perth Property Investment Facebook Group (https://www.facebook.com/groups/perthpropertyinvestors) Join Jarrad Mahon’s Property Investor Update (https://www.investorsedge.com.au/join) For more info on our award-winning and highly rated Property Management services that give you guaranteed peace of mind (https://www.investorsedge.com.au/perth-property-management-specialists/) For more info on how our Property Sales services can ensure you get the best selling price while handling all the stress for you (https://www.investorsedge.com.au/selling-your-perth-property/) Episode Highlights: Intro [00:00] Boiling Point of the Perth Property Market [02:02] Median House Prices and Market Trends [03:51] Land Prices and Development Challenges [07:45] Rental Market and Vacancy Rates [09:35] Property Clock Timing and Regional Markets [12:39] Factors Affecting the Market [16:22] Labor Market and Policy Changes [22:41] Tips for Surviving and Thriving in the Market [27:04] Crystal Ball for the Next 12 Months [31:24] Thank you for tuning in! If you liked this episode, please don’t forget to subscribe, tune in, and share this podcast. Connect with Perth Property Insider: Subscribe on YouTube: https://www.youtube.com/@InvestorsedgeAu Like us on Facebook: https://www.facebook.com/investorsedge See omnystudio.com/listener for privacy information.
Links & ResourcesFollow us on social media for updates: Instagram | YouTubeCheck out our recommended tool: Prop StreamThank you for listening!
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⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—powered by Raoul Pal's AI avatar, Palvatar ⬜ In today's update, Palvatar highlights inflation as the market's main focus ahead of the upcoming Fed meeting, with delayed PCE data likely adding early-session volatility. Softer U.S. jobless claims ease labor-market worries, while Germany's strong industrial orders and Japan's improving economic indices offer global optimism. India's rate cut supports growth, Netflix makes an $83B splash with Warner Bros., and BlackRock's bitcoin ETF faces a sixth week of outflows.
The Inside Economics team laments the lack of a November jobs report but dives into the wealth of data released this week about the labor market, income, and consumer spending. The discussion then turns to affordability and whether it's a con job or whether households are feeling a real financial pinch. A listener question turns the conversation toward Federal Reserve independence and whether Jerome Powell's successor is likely to have outsize influence on interest rate decisions.Hosts: Mark Zandi – Chief Economist, Moody's Analytics, Cris deRitis – Deputy Chief Economist, Moody's Analytics, and Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody's AnalyticsFollow Mark Zandi on 'X' and BlueSky @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn Questions or Comments, please email us at helpeconomy@moodys.com. We would love to hear from you. To stay informed and follow the insights of Moody's Analytics economists, visit Economic View. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Evan Sohn cites labor market trends to watch and pressures on consumer spending. He notes that manufacturing job declines are coming from Apple (AAPL), AstraZeneca (AZN), and Intel (INTC) even as they invest in reshoring manufacturing, but he argues automation and efficiency could be pushing people out. ======== 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
On this week's episode, a busy week of mixed economic signals—initial jobless claims hit a very low 191,000 while ADP reported a -32,000 decline in private payrolls—and a split economy where ISM Manufacturing remains in contraction as Services continue to expand. With a delayed September PCE inflation (the Fed's preferred inflation gauge) arriving today, just before next week's FOMC meeting, markets are leaning toward a 25 bp “risk management” cut as Treasury yields hover in a 4.05–4.15% range and auctions resume. Looking ahead to 2026, the team expects continued momentum without a recession, a need for discernment in AI rather than bubble fears, a potentially more dovish Fed posture amid leadership changes, a strong first half for equities, and a steady emphasis on diversification through debt concerns and midterm-election noise.Speakers: Brian Pietrangelo, Managing Director of Investment Strategy George Mateyo, Chief Investment Officer Rajeev Sharma, Head of Fixed Income Stephen Hoedt, Head of Equities 01:37 - Labor Market & Economy Split: Initial claims ~191,000 and below 225,000 for three weeks; BLS jobs report delayed to Dec 16; ADP shows -32,000 private payrolls—cooling, ISM Manufacturing remains in contraction (multi-year) while Services continue expanding—highlighting a bifurcated economy. 3:47 - Inflation & Fed setup: September PCE is the last read before the FOMC; markets price ~95% odds of a 25 bp cut, with dot‑plot dissents crucial for the 2026 rate path. 07:16 - Rates & Auctions: 10‑year Treasury trading ~4.05–4.15% with dip‑buying; auctions restart next week ($58 billion 3‑yr, $39 billion 10‑yr, $22 billion 30‑yr). 09:47 - 2026 Outlook Highlights: Momentum without recession; AI requires discernment (ecosystems forming, winners vs. losers); possible dovish tilt at the Fed amid leadership changes; equities set up for a strong first half with potential mid‑year inflation‑related volatility; stay diversified through debt/deficit concerns and midterm‑election uncertainty. Additional Resources Rewatch: Key Wealth National Call: Managing Wealth in an Age of Disruption and Change Key Questions Weekly Investment Brief Subscribe to our Key Wealth Insights newsletter Follow us on LinkedIn
“2026 is really compelling to me” as a new Fed Chair joins, says Jason Bottenfield. He looks at the way AI is changing the labor market, saying we're on the “precipice” of a major shift, but it won't all happen at once. He discusses ways to rebalance a trading portfolio before the end of the year and how much to allocate towards tech.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe 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
Recent signs of labor market weakness should allow the Fed to cut again next week, explains Nicholas Fawcett, Senior Economist at the BlackRock Investment Institute. He unpacks what we're looking for in the official data set for release later this month. General disclosure: This material is intended for information purposes only, and does not constitute investment advice, a recommendation or an offer or solicitation to purchase or sell any securities, funds or strategies to any person in any jurisdiction in which an offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction. The opinions expressed are as of the date of publication and are subject to change without notice. Reliance upon information in this material is at the sole discretion of the reader. Investing involves risks. BlackRock does and may seek to do business with companies covered in this podcast. As a result, readers should be aware that the firm may have a conflict of interest that could affect the objectivity of this podcast.In the U.S. and Canada, this material is intended for public distribution.In the UK and Non-European Economic Area (EEA) countries: this is Issued by BlackRock Investment Management (UK) Limited, authorised and regulated by the Financial Conduct Authority. Registered office: 12 Throgmorton Avenue, London, EC2N 2DL. Tel:+ 44 (0)20 7743 3000. Registered in England and Wales No. 02020394. For your protection telephone calls are usually recorded. Please refer to the Financial Conduct Authority website for a list of authorised activities conducted by BlackRock.In the European Economic Area (EEA): this is Issued by BlackRock (Netherlands) B.V. is authorised and regulated by the Netherlands Authority for the Financial Markets. Registered office Amstelplein 1, 1096 HA, Amsterdam, Tel: 020 – 549 5200, Tel: 31-20- 549-5200. Trade Register No. 17068311 For your protection telephone calls are usually recorded.For Investors in Switzerland: This document is marketing material.In South Africa: Please be advised that BlackRock Investment Management (UK) Limited is an authorised Financial Services provider with the South African Financial Services Board, FSP No. 43288.In Singapore, this is issued by BlackRock (Singapore) Limited (Co. registration no. 200010143N). This advertisement or publication has not been reviewed by the Monetary Authority of Singapore. In Hong Kong, this material is issued by BlackRock Asset Management North Asia Limited and has not been reviewed by the Securities and Futures Commission of Hong Kong. In Australia, issued by BlackRock Investment Management (Australia) Limited ABN 13 006 165 975, AFSL 230 523 (BIMAL). This material provides general information only and does not take into account your individual objectives, financial situation, needs or circumstances. Before making any investment decision, you should assess whether the material is appropriate for you and obtain financial advice tailored to you having regard to your individual objectives, financial situation, needs and circumstances. Refer to BIMAL's Financial Services Guide on its website for more information. This material is not a financial product recommendation or an offer or solicitation with respect to the purchase or sale of any financial product in any jurisdictionIn Latin America: this material is for educational purposes only and does not constitute investment advice nor an offer or solicitation to sell or a solicitation of an offer to buy any shares of any Fund (nor shall any such shares be offered or sold to any person) in any jurisdiction in which an offer, solicitation, purchase or sale would be unlawful under the securities law of that jurisdiction. If any funds are mentioned or inferred to in this material, it is possible that some or all of the funds may not have been registered with the securities regulator of Argentina, Brazil, Chile, Colombia, Mexico, Panama, Peru, Uruguay or any other securities regulator in any Latin American country and thus might not be publicly offered within any such country. The securities regulators of such countries have not confirmed the accuracy of any information contained herein. The provision of investment management and investment advisory services is a regulated activity in Mexico thus is subject to strict rules. For more information on the Investment Advisory Services offered by BlackRock Mexico please refer to the Investment Services Guide available at www.blackrock.com/mx©2025 BlackRock, Inc. All Rights Reserved. BLACKROCK is a registered trademark of BlackRock, Inc. All other trademarks are those of their respective owners.BIIM1125U/M-5026753
Discover how much AI is replacing the labor market. Learn about the Iceberg Index and what it shows. AI is the biggest trend in our lifetime, this is information you need to know. Are you on track for financial freedom...or not? Financial freedom is a combination of money, compounding and time (my McT Formula). How well you invest can make the biggest difference to your financial freedom and lifestyle. If you invested well for the long-term, what a difference it would make because the difference between investing $100k and earning 5 percent or 10 percent on your money over 30 years, is the difference between it growing to $432,194 or $1,744,940, an increase of over $1.3 million dollars. Your compounding rate, and how well you invest, matters! INVESTING IS WHAT THE BE WEALTHY & SMART VIP EXPERIENCE IS ALL ABOUT - Invest in digital assets and stock ETFs for potential high compounding rates - Receive an Asset Allocation model with ticker symbols and what % to invest -Monthly LIVE investment webinars with Linda 10 months per year, with Q & A -Private VIP Facebook group with daily community interaction -Weekly investment commentary -Extra educational wealth classes available -Pay once, have lifetime access! NO recurring fees. -US and foreign investors are welcome -No minimum $ amount to invest -Tech Team available for digital assets (for hire per hour) For a limited time, enjoy a 50% savings on my private investing group, the Be Wealthy & Smart VIP Experience. Pay once and enjoy lifetime access without any recurring fees. Enter "SAVE50" to save 50% here: http://tinyurl.com/InvestingVIP Or set up a complimentary conversation to answer your questions about the Be Wealthy & Smart VIP Experience. Request an appointment to talk with Linda here: https://tinyurl.com/TalkWithLinda (yes, you talk to Linda!). SUBSCRIBE TO BE WEALTHY & SMART Click Here to Subscribe Via iTunes Click Here to Subscribe Via Stitcher on an Android Device Click Here to Subscribe Via RSS Feed LINDA'S WEALTH BOOKS 1. Get my book, "3 Steps to Quantum Wealth: The Wealth Heiress' Guide to Financial Freedom by Investing in Cryptocurrencies". 2. Get my book, "You're Already a Wealth Heiress, Now Think and Act Like One: 6 Practical Steps to Make It a Reality Now!" Men love it too! After all, you are Wealth Heirs. :) International buyers (if you live outside of the US) get my book here. WANT MORE FROM LINDA? Check out her programs. Join her on Instagram. WEALTH LIBRARY OF PODCASTS Listen to the full wealth library of podcasts from the beginning. SPECIAL DEALS #Ad Apply for a Gemini credit card and get FREE XRP back (or any crypto you choose) when you use the card. Charge $3000 in first 90 days and earn $200 in crypto rewards when you use this link to apply and are approved: https://tinyurl.com/geminixrp This is a credit card, NOT a debit card. There are great rewards. Set your choice to EARN FREE XRP! #Ad Protect yourself online with a Virtual Private Network (VPN). Get 3 MONTHS FREE when you sign up for a NORD VPN plan here. #Ad To safely and securely store crypto, I recommend using a Tangem wallet. Get a 10% discount when you purchase here. #Ad If you are looking to simplify your crypto tax reporting, use Koinly. It is highly recommended and so easy for tax reporting. You can save $20, click here. Be Wealthy & Smart,™ is a personal finance show with self-made millionaire Linda P. Jones, America's Wealth Mentor.™ Learn simple steps that make a big difference to your financial freedom. (This post contains affiliate links. If you click on a link and make a purchase, I may receive a commission. There is no additional cost to you.)
Josh Jamner discusses the return of government data, the labor market, and whether the Fed will cut in December. He thinks consumers are under pressure but “have consistently shown up” for holidays and for good deals. “We're not seeing a collapse” in jobs, he says, but expects the Fed to cut to remove risk from the table.======== 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
Epoch AI researchers reveal why Anthropic might beat everyone to the first gigawatt datacenter, why AI could solve the Riemann hypothesis in 5 years, and what 30% GDP growth actually looks like. They explain why "energy bottlenecks" are just companies complaining about paying 2x for power instead of getting it cheap, why 10% of current jobs will vanish this decade, and the most data-driven take on whether we're racing toward superintelligence or headed for history's biggest bubble. Resources:Follow Yafah Edelman on X: https://x.com/YafahEdelmanFollow David Owen on X: https://x.com/everysumFollow Marco Mascorro on X: https://x.com/MascobotFollow Erik Torenberg on X: https://x.com/eriktorenberg Stay Updated:If you enjoyed this episode, be sure to like, subscribe, and share with your friends!Find a16z on X: https://x.com/a16zFind a16z on LinkedIn: https://www.linkedin.com/company/a16zListen to the a16z Podcast on Spotify: https://open.spotify.com/show/5bC65RDvs3oxnLyqqvkUYXListen to the a16z Podcast on Apple Podcasts: https://podcasts.apple.com/us/podcast/a16z-podcast/id842818711Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see http://a16z.com/disclosures. Stay Updated:Find a16z on XFind a16z on LinkedInListen to the a16z Podcast on SpotifyListen to the a16z Podcast on Apple PodcastsFollow our host: https://twitter.com/eriktorenberg Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
The Automotive Troublemaker w/ Paul J Daly and Kyle Mountsier
Shoot us a Text.Episode #1203: Autonomy expands its EV subscription fleet with new brands, Foxconn doubles down on becoming a global EV battery powerhouse, and the U.S. labor market enters a “Great Freeze” that's keeping both hiring and firing on ice. Show Notes with links:EV subscription company Autonomy has secured $25 million to add more than 1,200 vehicles and broaden its lineup beyond Tesla.Autonomy operates a subscription-based model where customers choose an EV in the app, pay by credit card, and receive delivery through dealer partners.New funding brings in Polestar and Volvo models, plus updated Tesla Model 3 and Model Y variants.Recent model-year and off-lease CPO EVs are being added to offer more price points for subscribers.Dealer partners handle delivery—Galpin Motors will lead the Polestar rollout in L.A. using a Deloitte-built digital experience.“Our goal is to make getting a car as easy as streaming a movie… on the customer's terms,” said founder & CEO Scott Painter.Foxconn—the same company that builds your iPhone—is rapidly reinventing itself again, this time as a global battery supplier capable of powering future cars, buses, and data centers.A new $193M battery plant in Kaohsiung is ramping from 0.5 GWh to 1.2 GWh next year, supplying commercial vehicles now and passenger EVs in 2025.Foxconn says it can replicate its full, automated, 85% in-house battery supply chain anywhere in the world, creating local supply for OEM partners.Its EV lineup is expanding (Model C, B, D, E, A), and the company has its first U.S. customer for the Model C—awaiting North American certification.Partnerships are multiplying, including a new electric-bus venture with Mitsubishi Fuso using Foxconn-built battery packs.“We can duplicate this anywhere and scale up,” said Troy Wu, global battery strategy lead. “Customers are looking for one-stop shopping.”A chill has settled over the American labor landscape as companies avoid both layoffs and hiring, creating what economists are calling the “Great Freeze.” It's a market stuck in neutral—good for job security, not so great for career mobility.Layoffs remain low, but hiring has also slowed as companies cling to workers while avoiding expansion during economic uncertainty.Tariff questions, AI impact, supply constraints, and weak pockets like construction are all contributing to hesitancy in adding headcount.Companies are holding onto workers for stability, but a recession could break that trend. Unemployment is still low, yet job openings have fallen to 7.2 million.Career growth is stalling as workers struggle to move roles or negotiate raises in a low-turnover environment.“We're seeing employers and job seekers both trying to wait out any of tJoin Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/
Welcome to The Chrisman Commentary, your go-to daily mortgage news podcast, where industry insights meet expert analysis. Hosted by Robbie Chrisman, this podcast delivers the latest updates on mortgage rates, capital markets, and the forces shaping the housing finance landscape. Whether you're a seasoned professional or just looking to stay informed, you'll get clear, concise breakdowns of market trends and economic shifts that impact the mortgage world.In today's episode, we look at some trends across economic data as it pertains to labor market indicators. Plus, Robbie sits down with Experian's Royce Chang for a discussion on the Homebuyers Privacy Protection Act and the end of trigger leads, exploring what the shift means for lenders and how predictive modeling, pre-screen tools, and new borrower-engagement strategies can help them compete and thrive in a privacy-first market. And we close by examining what is important on the economic calendar this week.Today's podcast is sponsored by The Big Point of Sale, which delivers a fast, flexible, and low-cost mortgage POS that gets lenders up and running in hours (not months) while empowering loan officers and consumers to collaborate seamlessly from any device.
The longest ever US government shutdown has ended after 43 days. The reopening sees the resumption of US data releases, with the September labor market report released on Thursday. We review what we have learnt from the report, as well as the claims data that is also now being published. We discuss what this means for the US rates market and the US dollar. You may also enjoy listening to the Merrill Perspectives podcast, featuring conversations on the big stories, news and trends affecting your everyday financial life. "Bank of America" and “BofA Securities” are the marketing names for the global banking businesses and global markets businesses (which includes BofA Global Research) of Bank of America Corporation. Lending, derivatives, and other commercial banking activities are performed globally by banking affiliates of Bank of America Corporation, including Bank of America, N.A., Member FDIC. Securities, trading, research, strategic advisory, and other investment banking and markets activities are performed globally by affiliates of Bank of America Corporation, including, in the United States, BofA Securities, Inc. a registered broker-dealer and Member of FINRA and SIPC, and, in other jurisdictions, by locally registered entities. ©2025 Bank of America Corporation. All rights reserved.
Peter Schiff critiques the bursting crypto bubble, warns of impending market collapses, and discusses the implications of reckless monetary policies.This episode is sponsored by Policygenius. Head to https://policygenius.com/gold to compare free life insurance quotes from top companies and see how much you could save.In this episode of The Peter Schiff Show, Peter Schiff delves into the current financial landscape, emphasizing the ongoing collapse of the Bitcoin and crypto bubbles, while raising concerns about the potential fallout in other sectors, including AI and housing. He analyzes the precarious state of MicroStrategy and its impact on Bitcoin prices, challenging the validity of its business model. Schiff addresses the Federal Reserve's contradictory stance on inflation and tariffs, criticizing the government's fiscal policies that have led to rampant market bubbles. With insights into the healthcare crisis and IRS controversies, Schiff presents a stark reality of the economic situation, reinforcing his perspective on the unsustainable nature of current financial practices.Chapters:00:00 Introduction and Opening Remarks00:54 The Crypto Bubble and Market Bubbles04:14 AI Bubble and Its Potential07:05 Bitcoin's Decline and Market Reactions12:43 MicroStrategy and Bitcoin Treasury Companies24:09 Debate Challenges and Tokenized Gold35:18 FOMC Meeting Minutes and Job Reports36:50 Labor Market and Inflation Insights37:45 Tariffs and Their Impact on Prices39:14 Quantitative Easing and the Dollar41:04 Healthcare Crisis and Insurance Issues48:43 FOIA Lawsuit Against the IRS53:10 Publicity Stunt and Bank Shutdown01:09:21 Conclusion and Final ThoughtsFollow @peterschiffX: https://twitter.com/peterschiffInstagram: https://instagram.com/peterschiffTikTok: https://tiktok.com/@peterschiffofficialFacebook: https://facebook.com/peterschiffSign up for Peter's most valuable insights at https://schiffsovereign.comSchiff Gold News: https://www.schiffgold.com/newsFree Reports & Market Updates: https://www.europac.comBook Store: https://schiffradio.com/books#crypto #inflation #MicroStrategyOur Sponsors:* Check out Infinite Epigenetics: https://infiniteepigenetics.com/GOLD* Check out Justin Wine and use my code SCHIFF20 for a great deal: https://www.justinwine.comPrivacy & Opt-Out: https://redcircle.com/privacy
The Entreprenudist Podcast: The Place To Hear Real Entrepreneurs & Business Owners Bare It All
101 The Impact of AI and Labor Market Trends | Cary Sparrow, CEO of WageScape The Entrepenudist Podcast https://entreprenudist.com AI is transforming how companies hire, pay, and compete for talent and no one understands that shift better than Cary Sparrow, Founder and CEO of WageScape. In this episode of The Entreprenudist Podcast, Cary shares insights from decades of experience in engineering, the U.S. Navy, consulting, and technology leadership. He explains how data and artificial intelligence are reshaping recruiting, pay transparency, and the overall labor market. We dive into:
Peter Blair talks about occupational licenses as information about criminal records. “Job Market Signaling through Occupational Licensing” by Peter Q. Blair and Bobby W. Chung. OTHER RESEARCH WE DISCUSS IN THIS EPISODE: “The Prevalence and Effects of Occupational Licensing" by Morris M. Kleiner and Alan B. Krueger. “Analyzing the Extent and Influence of Occupational Licensing on the Labor Market" by Morris M. Kleiner and Alan B. Krueger. “A Welfare Analysis of Occupational Licensing in U.S. States" by Morris M. Kleiner and Evan J. Soltas. “How Much of Barrier to Entry is Occupational Licensing?” by Peter Q. Blair and Bobby W. Chung. “The unintended consequences of 'ban the box': Statistical discrimination and employment outcomes when criminal histories are hidden" by Jennifer L. Doleac and Benjamin Hansen. “Does Job Testing Harm Minority Workers? Evidence from Retail Establishments" by David H. Autor and David Scarborough. “Job Market Signaling" by Michael Spence.
Jeff Schulze, Head of Economic and Market Strategy at ClearBridge Investments, discusses the latest US economic outlook and provides insights on the Recession Risk Dashboard. Despite a federal government shutdown delaying official data releases, Jeff shares the alternative indicators he's using and why he thinks they point to continued economic resilience, strong corporate earnings, and a resilient consumer.
Crucial data will arrive for investors this week. Nvidia will report earnings, with the chipmaker seen as a bellwether for the AI trade. US weekly jobless claims data and September payrolls are set to release on Thursday. Chris Maxey, Managing Director and Chief Market Strategist at Wealthspire Advisors, discusses how these reports will impact the markets.Plus, Japan's 3Q GDP saw its the first decline in six quarters. Trinh Nguyen, Natixis Emerging Markets Asia Economist, provides a cautious outlook for emerging markets in 2026.See omnystudio.com/listener for privacy information.
In this episode of Main Street Matters, Jordan Bruneau sits down with economist David Bahnsen to break down the real economic impact of the recent government shutdown and what the latest off-year election results signal for the country. They explore the growing healthcare crisis, persistent labor shortages, and the cultural shifts influencing workforce participation—particularly among men. Bahnsen outlines the biggest priorities for conservatives in the year ahead, emphasizing the need to restore economic mobility, strengthen personal responsibility, and confront the deeper societal issues driving America’s long-term challenges.See omnystudio.com/listener for privacy information.
We will break down intrinsic value, competitive advantages, and the “margin of safety” approach that value investors use to build long-term wealth. Today's Stocks & Topics: Microsoft Corporation (MSFT), Market Wrap, Baxter International Inc. (BAX), Zimmer Biomet Holdings, Inc. (ZBH), Value Investing 101: How to Spot Undervalued Stocks, Interactive Brokers Group, Inc. (IBKR), How to Calculate Company's Debt, Marten Transport, Ltd. (MRTN), Labor Market, FIGS, Inc. (FIGS), Meta Platforms, Inc. (META), Clearway Energy, Inc. (CWEN), Waste Management, Inc. (WM), A-I Spending.Our Sponsors:* Check out Gusto: https://gusto.com/investtalk* Check out Invest529: https://www.invest529.com* Check out Progressive: https://www.progressive.com* Check out TruDiagnostic and use my code INVEST for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands
BlackRock Global Fixed Income CIO Rick Rieder discusses the current state of the labor market, the difficulties for employment, the market implications, and the state of the U.S. economy. Rieder spoke with Bloomberg's Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern.See omnystudio.com/listener for privacy information.
Business owners aren't too optimistic about the labor market, according to an NFIB survey. About a third are struggling to fill an open position, and around a quarter said labor quality was their most pressing issue. In this episode, we scrape together a picture of today's labor market, sans government data. Plus: Cities issue bonds at a record pace, we explain the consequences of Trump's proposal to back 50-year mortgages and one report shows real wage growth has slowed to 2%.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.
Business owners aren't too optimistic about the labor market, according to an NFIB survey. About a third are struggling to fill an open position, and around a quarter said labor quality was their most pressing issue. In this episode, we scrape together a picture of today's labor market, sans government data. Plus: Cities issue bonds at a record pace, we explain the consequences of Trump's proposal to back 50-year mortgages and one report shows real wage growth has slowed to 2%.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.
Phil Rosen of Opening Bell Daily joins Inside the ICE House to unpack the forces driving the U.S. labor market slowdown. He explains how Fed rate hikes, the post-pandemic hiring reversal, and AI adoption are reshaping employment trends. While AI often gets the blame, Phil notes it's just one piece of a larger economic shift. He also shares why today's AI boom differs from the dot-com era and how younger investors continue to see market pullbacks as buying opportunities.
This week, we discuss America's decaying two-tier economy, with Main Street stuck in a silent recession, the Fed trapped between fiscal dominance and market structure rot, and younger generations turning to crypto and speculation as their only escape from a rigged system. Enjoy! — Follow Tyler: https://x.com/Tyler_Neville_ Follow Quinn: https://x.com/qthomp Follow Felix: https://twitter.com/fejau_inc Follow Forward Guidance: https://twitter.com/ForwardGuidance Follow Blockworks: https://twitter.com/Blockworks_ Forward Guidance Telegram: https://t.me/+CAoZQpC-i6BjYTEx __ Weekly Roundup Charts: https://drive.google.com/file/d/1f1h9636F5tXpNPX6R5KxLnSi6BUpBnFN/view?usp=sharing — Grayscale offers more than 30 different crypto investment products. Explore the full suite at grayscale.com. Invest in your share of the future. Investing involves risk and possible loss of principal. https://www.grayscale.com/?utm_source=blockworks&utm_medium=paid-other&utm_campaign=brand&utm_id=&utm_term=&utm_content=audio-forwardguidance — Timestamps: (00:00) Introduction (01:05) Fourth Turning Vibes (04:00) K-Shaped Economy Continues (07:43) The Market is Broken (10:57) Government Role in Markets (11:57) Grayscale Ad (12:34) Government Role in Markets (17:47) Market Structure Decay (21:16) The Death of Retail (25:21) Generational Release Valve (28:33) Labor Market vs Automation (31:28) Grayscale Ad (32:14) Political Pivot for 2026 (35:18) Government Shutdown Ending? (37:32) Is Bitcoin Finally Bottoming? (42:33) Sad Crypto Market Structure (45:19) Solving Crypto's Problems (48:52) Giving Back to the System — Disclaimer: Nothing said on Forward Guidance is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed. #Macro #Investing #Markets #ForwardGuidance
Chuck Zodda and Mike Armstrong discuss what one bleak data point tells us about the labor market. Isaiah Moskowitz, Host Great American Heroes Podcast, stops by to share his experiences working with the DAV, why he feels so compelled supporting veterans, and why he started the Great American Heroes Podcast. Opendoor is an ‘AI company,' new CEO says. Garrett Barton, Circle K Franchise Business Consultant, joins the show to chat about his time in the Navy, how his injury led him to the DAV, and why Circle K has decided to donate to and partner with the DAV. Ford is considering scrapping the 150-EV.
Welcome to The Chrisman Commentary, your go-to daily mortgage news podcast, where industry insights meet expert analysis. Hosted by Robbie Chrisman, this podcast delivers the latest updates on mortgage rates, capital markets, and the forces shaping the housing finance landscape. Whether you're a seasoned professional or just looking to stay informed, you'll get clear, concise breakdowns of market trends and economic shifts that impact the mortgage world.In today's episode, we look at the strength of the labor market. Plus, Robbie sits down with Servbank's Sharmyn Calhoun for a discussion on the importance of technology in modern compliance management. And we close by looking at what contributed to bond yields rising.Today's podcast is brought to you by ICE. As the standard for innovation, artificial intelligence, efficiency and scalability, ICE is the technology of choice for the majority of industry participants, defining the future of homeownership.
As big companies announce waves of layoffs, lots of workers are worried about AI coming for their jobs. On today's show, we tune in to part of Kimberly's recent panel discussion at Aspen Ideas: Economy. President of the AARP Foundation Claire Casey, 1Huddle founder and CEO Sam Caucci, and Union College of Union County New Jersey President Margaret McMenamin share their insights on building a more diverse and resilient labor market in the years ahead. Plus, we hear a listener's recent win: sewing a historically-accurate dress to sport at the local Renaissance Faire. Nice stitching, Hannah! Here's everything we talked about today:"Layoffs are piling up, raising worker anxiety. Here are some companies that have cut jobs recently" from AP News"Tens of Thousands of White-Collar Jobs Are Disappearing as AI Starts to Bite" from The Wall Street JournalVIDEO: "Beyond Lip Service: Building a Resilient Labor Market" from Aspen Ideas: EconomyJoin us tomorrow for “Economics on Tap.” The YouTube livestream starts at 3:30 p.m. Pacific time, 6:30 p.m. Eastern.
As big companies announce waves of layoffs, lots of workers are worried about AI coming for their jobs. On today's show, we tune in to part of Kimberly's recent panel discussion at Aspen Ideas: Economy. President of the AARP Foundation Claire Casey, 1Huddle founder and CEO Sam Caucci, and Union College of Union County New Jersey President Margaret McMenamin share their insights on building a more diverse and resilient labor market in the years ahead. Plus, we hear a listener's recent win: sewing a historically-accurate dress to sport at the local Renaissance Faire. Nice stitching, Hannah! Here's everything we talked about today:"Layoffs are piling up, raising worker anxiety. Here are some companies that have cut jobs recently" from AP News"Tens of Thousands of White-Collar Jobs Are Disappearing as AI Starts to Bite" from The Wall Street JournalVIDEO: "Beyond Lip Service: Building a Resilient Labor Market" from Aspen Ideas: EconomyJoin us tomorrow for “Economics on Tap.” The YouTube livestream starts at 3:30 p.m. Pacific time, 6:30 p.m. Eastern.
The federal government has been shut down for nearly a month, and the economic effects are mounting. IBM vice chairman and former NEC director Gary Cohn discusses the health of the economy, corporate earnings, and how the AI boom is reshaping the labor market. Then, early voting is underway in the New York City mayoral race. CNBC's Robert Frank reports on the billionaires and businesses that are spending millions to defeat Zohran Mamdani. Plus, CNBC's Kristina Partsinevelos has the latest on AI-related layoffs hitting big tech, and Nvidia has become the first company to hit a $5 trillion valuation. Gary Cohn - 15:56Robert Frank - 35:26Kristina Partsinevelos - 40:51 In this episode:Gary Cohn, @Gary_D_CohnRobert Frank, @robtfrankKristina Partsinevelos, @KristinaPartsJoe Kernen, @JoeSquawkBecky Quick, @BeckyQuickAndrew 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.
In this rough labor market, job seekers are more vulnerable to scams. We've all seen those texts, right? The ones offering jobs with suspiciously high pay for suspiciously little work? On today's show, Marketplace's Kristin Schwab joins Kimberly to share what happened when she replied to one of these scam messages. Plus, why AI and the shift to remote work has fueled the rise in job scams.Here's everything we talked about today:"Job scam texts have become more frequent and more believable" from Marketplace"Who experiences scams? A story for all ages" from the Federal Trade Commission"Job Scam Texts Are Duping Gen Z, Millennials Amid Unemployment Fears" from Business InsiderJoin us tomorrow for “Economics on Tap.” The YouTube livestream starts at 3:30 p.m. Pacific time, 6:30 p.m. Eastern.
On Legal Docket, the new term's Supreme Court docket; on Moneybeat, the political brinkmanship in Washington; and on History Book, Jane Goodall's life mission. Plus, the Monday morning newsSupport The World and Everything in It today at wng.org/donateAdditional support comes from Ambassadors Impact Network, helping entrepreneurs who are looking for more than just funding. Discover a community of Christian faith-led investors. More at ambassadorsimpact.comFrom Cedarville University—a Christ-centered, academically rigorous university located in southwest Ohio, equipping students for Gospel impact across every career and calling. Cedarville integrates a biblical worldview into every course in the more than 175 undergraduate and graduate programs students choose from. New online undergraduate degrees through Cedarville Online offer flexible and affordable education grounded in a strong Christian community that fosters both faith and learning. Learn more at cedarville.edu, and explore online programs at cedarville.edu/onlineAnd from Covenant College, where Christian faculty equip students for their callings through hard ideas, deep questions, and meaningful work. covenant.edu/world