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Our Global Head of Fixed Income Research Andrew Sheets explains our differentiated view of a potential benign outlook for inflation, despite the recent acceleration.Read more insights from Morgan Stanley.----- Transcript -----Andrew Sheets: Welcome to Thoughts on the Market. I'm Andrew Sheets, Global Head of Fixed Income Research at Morgan Stanley.Today, why is everything still so expensive?It's Thursday, June 11th at 2pm in London.The Federal Reserve has a so-called dual mandate, tasked with keeping the labor market healthy and prices stable. It is currently having much more success with the former than the latter.Let's start with that good news.Last Friday saw solid data from the U.S. jobs market, reducing some of the fears from earlier this year that artificial intelligence and other factors would lead companies to make do with fewer workers. The U.S. unemployment rate sits at just 4.3 percent, a historically low level. Measures like initial jobless claims indicate no large uptick in firings.Yet the success within the U.S. labor market is mirrored by struggles with inflation. The Fed tries to keep inflation, the annual increase in a broad set of prices, to about 2 percent per year. Their preferred measure of these prices, so-called PCE inflation, well, it's been materially above this target over the last three months, six months, twelve months, and indeed, the last five years.As for another key measure of inflation that was reported yesterday, CPI, overall prices increased more than 4 percent. While that was close to expectations, it still represents prices that are rising much faster than the Fed would prefer.This leads to a dilemma. One diagnosis of what's going on is that elevated inflation is a sign that conditions are simply too loose and too accommodative at these levels of interest rates. Corporate capital expenditure and merger activity is surging, regulation is being eased, and the U.S. government is spending a lot more than it's taking in. All of these are consistent with a hot economic cycle, which in the past would've warranted higher interest rates to bring the economy back down to a more sustainable speed.But it might not be that simple.The surging spend that we're seeing on AI data centers feels pretty unique and almost insensitive to other dynamics. Indeed, we've seen a 700 percent increase in the price of memory over the last year. Yet it's done little to slow demand for this construction as the large, well-capitalized companies behind the AI buildout see it as so essential to their future success.U.S. consumers are also still spending, boosted perhaps by record levels of household wealth. As just one example of this, my colleagues in Equity Research note that the price of airline tickets has gone up 25 percent over the last year, yet there's been no sign of people flying less.Now, the positive story would be that while there are some high-profile categories like computer memory or airfare that are seeing these large price increases, the broader inflation picture is actually set to get better as the year goes on, and costs for things like housing and tariff-impacted goods moderate. That is our view at Morgan Stanley, where our economists think that inflation will ultimately be lower over the next twelve months – and lower than many in the market expect.But there's definitely uncertainty.This month, June, is one where central banks may appear to have a renewed commitment towards inflationary pressures; with the ECB hiking rates today and our expectation that the Bank of Japan will hike rates next week, while the Fed will remove their easing bias. And our more benign economic base case for inflation does assume that oil will start flowing through the Strait of Hormuz pretty soon. It may not, and that could also lead to more sustained inflationary pressure.The big story on inflation has not gone away. Our assumption that pressures could ease in the second half of the year is a key and differentiated input to our forecast for lower bond yields and higher stock prices in 12 months' time. But it does rely on a change of the status quo.As of now, inflation is still too high.Thank you, as always, for your time. If you find Thoughts on the Market useful, let us know by leaving a review wherever you listen. And also, tell a friend or colleague about us today.
Last Friday started with happy hour, sushi, and a fun trip to a new hat bar with friends. It ended with me unexpectedly spending the night at my friend's house, staying up until 1:30 a.m. laughing, talking, watching TV, and snuggling with dogs.In this episode, I'm sharing why this spontaneous night reminded me how important friendship, connection, and a little bit of unplanned fun can be in the middle of our busy lives.
The CNBC Business News Update with Jessica Ettinger features market numbers & news with CNBC expert analysis and sound from top business names. Updated throughout the business day. Visit https://www.cnbc.com/ for more. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Craig Hemke, founder and editor of the TF Metals Report, joins me to reflect on the technical outlook and fundamental factors fueling the longer-term precious metals bull market, after the market bloodbath and strong corrective move to end last week in gold, silver, and the precious metals equities. He breaks down what aspects have be pressuring the precious metals complex over the last few months, culminating the extreme selling we saw at the end of last week; and what this all means for shorter-duration traders versus longer-term buy-and-hold macro-investors as we look ahead. Key Discussion Points: The Aftermath Of Fridays Chart Damage: Gold, (GDX), (GDXJ), (SIL), and (SILJ) all saw pricing on their charts pierce down through the 200-day moving average support to end last week on June 5th. Silver went down and tagged the 200-day, but then dropped below it today in Monday's trading session on June 8th; before closing back above it again. (GDX) Testing The 200-day SMA In Mid-May Was The Early Warning Signal: Craig mentioned that Gold and the other precious metals ETFs losing their 200-day moving average support levels over the last few trading sessions shouldn't have been a surprise; because the GDX already dipped below this level a couple of weeks back. He told his subscribers that this was likely coming for gold and silver next, and that is what we've seen play out. Jobs, Inflation, and Manufacturing Data Could Be Setting Up Rate Hikes: While the markets spent the last year convinced we'd see a series of further rate cuts from the Fed and other central banks, the economic data has turned that narrative on its head and now the Fed funds futures markets are not anticipating any cuts, but rather rate hikes by year end. Central Bank Buying Remains The Prime Mover For Gold: After consistent buying from central banks for the last few years, shifted to a few central banks like Turkey and the UAE central banks to start selling gold to address liquidity challenges and stabilize their currencies, the pricing trends followed. Craig remains encouraged that China has been picking up the slack buying record amounts of gold over the last few months. Additionally, Turkey may be starting to shift back to buying gold again, and other nations with low or no gold reserves may get onto the bid to purchase more gold. The Great Rotation Out Of Bonds And Into Gold Cuts Both Ways: We discussed that as more individuals and nations sell US treasuries to rotate into gold as a reserve asset, that it helps underpin buying in gold but simultaneously raises interest rates which pressures gold. Craig helps parse out those to forces at work in the markets, and how Fed policy may respond to keep the system afloat. Gold and Silver Producers Sold Off Hard, Ignoring Strong Fundamentals: Even though its been only a few weeks since most precious metals producers reported record Q1 earnings, and Q2 appears to still be one of their strongest quarters in historic terms, the miners were sold without mercy into the end of last week, and that is after having already corrected hard over the last few months. Navigating Algo Trading and Machine-driven Market Volatility: Craig doesn't believe the extreme selling in gold, silver, or the PM equities, last week or even over the last few months has been resource investors parsing out the fundamentals and throwing in the towel. Instead he believes that high-frequency trading algos keep triggering the selling patterns based off interest rates and currencies moves, war headlines, and expectations that central banks will tighten monetary policies. Once the algos start selling, then that selling triggers other machine trading selling, and the waterfall declines show up on the charts. Gold Is A Long-Term Store Of Value Preserving Purchasing Power: Craig wraps us up sharing why he believes the longer-term fundamentals for gold have not changed and are just as strong today as they were at the end of last year or the early spike this year. He makes the point that gold is the true measuring stick of how much purchasing power that national fiat currencies are losing over time, and that is unlikely to change over the fullness of time. He still anticipates that gold and silver prices will keep rising over time, as fiat units deteriorate, and thus this will translate into higher valuations in the PM equities for patient investors. Cl For more market commentary & interview summaries, subscribe to our Substacks: 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.
US equity markets steadied following a sharp sell-off last Friday ( 5 June) as Middle East headlines remained in focus and chip stocks rebounded from steep declines in the previous session - Dow slipped -81-points or -0.16%. Travelers Companies Inc (down -2.15%) was the worst performer in the 30-stock index, while Cisco Systems Inc (+2.06%) was the leading Dow component overnight. Apple Inc's (down -1.89%) Worldwide Developers Conference (WWDC) kicked off overnight, with investors offering a tepid reception to the new Apple Intelligence system. Apple said that its new AI features won't be available in China while the company “works through regulatory requirements”. It marks Tim Cook's last WWDC as chief executive officer (CEO) as he prepares to hand over the reins to hardware chief John Ternus in September.
William spends years preparing himself for a moment he believes will change the city forever, while millions of exhausted strangers stumble through another suffocating summer. When the crowds suddenly fall silent and turn toward him with perfect devotion, he climbs above the city convinced he finally understands why he was chosen. The Last Friday In August by David Ely. That's next on The Lost Sci-Fi Podcast. David Ely makes his debut on the podcast. He was born David Eli Lilienthal Jr. in November 1927, in Chicago, Illinois. He wrote three novels, including Seconds, which was adapted into the 1966 film starring Rock Hudson. Ely also wrote the teleplay for a 1971 episode of Night Gallery. Ely wrote 21 science fiction short stories, beginning in 1961. Today's story was only his second venture into science fiction, appearing in Fantastic Stories of Imagination in December 1961 on page 44. The Last Friday In August by David Ely. Next on The Lost Sci-Fi Podcast, A strange metal cube turns a quiet neighborhood into a battlefield of scientists, preachers, and officials desperate to explain what no one can move, measure, or understand. But the most unsettling possibility is not where the cube came from — it's who may have wanted it there in the first place. John Thomas's Cube by John Leimert. Lost Sci-Fi Premium - https://lostscifi.supercast.com/ Buy Me a Coffee - https://lostscifi.com/coffee =========================== Newsletter - https://lostscifi.com/free/ Facebook - https://lostscifi.com/facebook YouTube - https://lostscifi.com/youtube X - http://Lostscifi.com/x Instagram - https://www.instagram.com/lostscifiguy Bluesky - https://bsky.app/profile/lostscifipodcast.bsky.social Merchandise - https://lostscifi.creator-spring.com/ =========================== Thanks to Our Listeners Who Bought Us a Coffee $200 Someone $100 Tony from the Future $75 James Van Maanenberg $50 MizzBassie, Anonymous Listener $25 Fintan Quigley, Curious Jon, David Bell, Steve, Miriam, Someone, Someone, Eaten by a Grue, Jeff Lussenden, Fred Sieber, Anne, Craig Hamilton, Dave Wiseman, Bromite Thrip, Marwin de Haan, Future Space Engineer, Fressie, Kevin Eckert, Stephen Kagan, James Van Maanenberg, Irma Stolfo, Josh Jennings, Leber8tr, Conrad Chaffee, Anonymous Listener $15 Every Month Someone $15 Steve, Someone, SueTheLibrarian, Joannie West, Amy Özkan, Someone, Carolyn Guthleben, Patrick McLendon, Curious Jon, Buz C., Fressie, Anonymous Listener $10 David, Anonymous Listener $5 Every Month Eaten by a Grue $5 Tammy, Owen, Bruce, Someone, TLD, David, Denis Kalinin, Timothy Buckley, Andre'a, Martin Brown, Ron McFarlan, Tif Love, Chrystene, Richard Hoffman, Anonymous Listener Listen without commercials and enjoy exclusive bonus episodes every month with Lost Sci-Fi Premium—start your free 7-day trial today. https://lostscifi.supercast.com/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Welcome back to Bad Speakers Podcast Episode 231 | Holistic Ho*s! This episode is packed with some of the biggest conversations in sports, hip-hop, entertainment, and relationships. We break down the latest headlines and give our unfiltered takes on the stories everyone is talking about. We start with NFL news as Aaron Rodgers reportedly prepares for what could be his final season, plus major trade discussions involving Myles Garrett and Odell Beckham Jr. We also discuss whether the NFL has become too greedy and what the league's new anti-tanking rules could mean for the future of football. In the NBA, we react to the San Antonio Spurs' surprising playoff run, their Western Conference Finals showdown with the Oklahoma City Thunder, and our predictions for a potential NBA Finals matchup between the Spurs and New York Knicks. We also discuss the newly announced All-NBA teams and ask the question everyone keeps debating: Is Shai Gilgeous-Alexander really that guy? Hip-hop is front and center as we discuss the latest developments surrounding Pooh Shiesty's legal case, including reports of thousands of pages of new evidence being introduced ahead of trial. We also debate the impact of Hot 107.9's Birthday Bash 30, Atlanta's reaction to performances amid snitching allegations, and the ongoing conversations surrounding loyalty, credibility, and street culture. We also break down Drake's historic chart dominance as he reportedly debuts the top three albums on Billboard simultaneously and continues adding to his legendary record-breaking career. Plus, we discuss Jay-Z's Roots Picnic appearance, Jim Jones challenging Cam'ron to a Verzuz battle, and who would actually come out on top. In entertainment news, we react to reports that Chris Tucker may return as Smokey in "Last Friday" alongside Ice Cube and Mike Epps, and we revisit some of the most iconic characters in Black cinema history: O-Dog, Doughboy, Nino Brown, or Bishop—who was really the coldest? The conversation gets real when we tackle relationship topics, including why some men try to control relationships with money, who truly invests more into relationships—men or women—and whether you would erase your body count if you had the chance. As always, expect honest opinions, heated debates, laughs, and the real conversations that make Bad Speakers Podcast what it is. Drop your thoughts in the comments and let us know where you stand on the biggest debates from this episode. FOLLOW US⬇️ Ya Boi Shad - https://www.instagram.com/itsyaboishad/ G. Downs - https://www.instagram.com/gdowns1486/ https://www.youtube.com/c/BadSpeakersTV https://www.instagram.com/badspeakerspodcast https://www.tiktok.com/@badspeakerspodcast https://twitter.com/BadSpeakers https://www.facebook.com/badspeakerspodcast
It's the LAST Friday in May so let's fire up the Juke Box and get our Music On!!! Have an AWESOME Friday and an even better weekend!! Later Gators!! KEEP THE MUSIC ALIVE!!! *Visit our webpage where you can catch up on Current / Past Episodes: www.theoldmanspodcast.com *Contact us at: theoldmanspodcast@gmail.com Checkout and Follow the Writings of Shonda Sinclair here: Roaming the Road (of Life):https://www.shondasinclair.com/ *TOMPodcast Music Shows: https://www.mixcloud.com/TOMPodcast/ *Catch The Old Man's Co-Hosting gig on "The Savaged Unfiltered Show with Michael Gardner": https://open.spotify.com/show/0MnP9HAD9wNnpCjRJG0tyC?si=343f60b106784463
On this episode: Episode 421 — Roderick & Cari are back with another episode covering the latest in music, entertainment, sports, and tech culture. This week, the guys discuss NPR Tiny Desk paying homage to BET for Black Music Month, along with the surprising return of VIBE Magazine's physical print edition after years of being digital-only. They also react to Ice Cube & Mike Epps speaking on the long-awaited Last Friday movie and what it could mean for the franchise. On the news side, Roderick & Cari break down the latest NBA Playoff storylines, Hooters attempting to rebrand itself as “family-friendly,” and the growing buzz around Google transforming Search into a more AI-powered interactive experience. The conversation also shifts toward the future as the guys talk about the upcoming NEO humanoid robots expected to arrive in late 2026. Tap in — new episode out now
Last Friday, Michigan State Police graduated 62 news state troopers, the department says it needs hundreds more. WWJ's Tony Ortiz and Tracey McCaskill have the afternoon's top news stories.
Listen as Spike Lou and Animal Brown react to Drake dropping not 1 but 3 albums at the same damn time. Iceman, Hibibti and Maid of Honour. They break down the rollout, and whether he delivered or not. Birdman gets confronted over his influence in black america and Ice Cube reveals the plot to Last Friday.
37-year-old Absalom Hall pleaded guilty last December to charges including wire fraud. Federal prosecutors say in 2020 and 2021, Hall submitted applications for Paycheck Protection Program loans that contained false information about his business. Last Friday, a judge ordered Absalom Hall to pay an $85,000 penalty, to pay more than $30,000 in restitution to the IRS, and sentenced Hall to three years in prison.
37-year-old Absalom Hall pleaded guilty last December to charges including wire fraud. Federal prosecutors say in 2020 and 2021, Hall submitted applications for Paycheck Protection Program loans that contained false information about his business. Last Friday, a judge ordered Absalom Hall to pay an $85,000 penalty, to pay more than $30,000 in restitution to the IRS, and sentenced Hall to three years in prison.
37-year-old Absalom Hall pleaded guilty last December to charges including wire fraud. Federal prosecutors say in 2020 and 2021, Hall submitted applications for Paycheck Protection Program loans that contained false information about his business. Last Friday, a judge ordered Absalom Hall to pay an $85,000 penalty, to pay more than $30,000 in restitution to the IRS, and sentenced Hall to three years in prison.
Big shoutout to the 304 West Virginia! On the 304th episode of the MalloryBros podcast the guys are returning from a busy birthday weekend. They took a trip out of town to an amusement park with the family and rented a sprinter van. Drake didn't just drop ICEMAN. He dropped 2 other albums on top of it. The Bros managed to tap in with ICEMAN over the weekend & Monday night with the Realest9 on Patreon. They still dive in to the project and a lot of the conversations it created. From Drakes situations with Lebron, ASAP Rocky, J Cole, Future, etc. The Bros talk about a lot it including things they missed during the first listen. The Bros also talk about X's recent update limiting users to 50 posts and 200 replies. The conversation is really about the price of ACCESS to the entertainment we love and how far we'll go with our wallets to keep that access in the future. Ice Cube is a Bros LEGEND and they've announced that "Last Friday" is in is finally production with Boondocks writer Aaron Mcgruder attached. The Bros talk about their expectations for the film and make predictions based on the plot. The episode wraps with a conversation on if GTA will drop this year or be delayed again. Follow Us on Twitter @MalloryBros9 for all updates! JOIN THE REALEST 9 on Patreon for More MalloryBros. Content!
This episode of Bad Speakers Podcast is loaded with hip-hop reviews, NBA playoff debates, boxing headlines, and real conversations you won't hear anywhere else. We kick things off with full reviews and reactions to Drake's recently released projects Iceman, Habibti, and Maid Of Honour. Did Drake deliver? Which sound is working best? And is he still running the game heading into the summer? From there, we get into one of sports' biggest debates: Do rings really matter when ranking players? We break down the NBA playoffs, the teams that got eliminated, and where we realistically see LeBron James playing next season. We also discuss Naz Reid's comments about teammates needing to be less selfish and moody, plus Shai Gilgeous-Alexander officially winning NBA MVP. In combat sports, we react to Jake Paul announcing Canelo Álvarez as his next opponent in a massive reported $200 million fight deal. Is this good for boxing or just entertainment? We also cover major street and rap news, including updates in the Young Dolph murder case after a gunman reportedly accepted a plea deal and claimed people connected to Big Jook paid for the hit. Plus: are NBA YoungBoy and Young Thug really beefing? On the entertainment side, we discuss the upcoming Last Friday movie reportedly dropping in 2027, with Craig and Day-Day dealing with neighborhood gentrification, and writing contributions connected to Ice Cube and the creators of The Boondocks. And to close things out, we have a real discussion on modern dating: Why don't men put in effort after getting a woman's number anymore? Social media? Dating apps? Ego? We break it all down. If you enjoy hip-hop album reviews, NBA talk, trending topics, relationship debates, and unfiltered podcast conversations, this episode is for you. Like, comment, subscribe, and join the Bad Speakers community. FOLLOW US⬇️ Ya Boi Shad - https://www.instagram.com/itsyaboishad/ G. Downs - https://www.instagram.com/gdowns1486/ https://www.youtube.com/c/BadSpeakersTV https://www.instagram.com/badspeakerspodcast https://www.tiktok.com/@badspeakerspodcast https://twitter.com/BadSpeakers https://www.facebook.com/badspeakerspodcast
Last Friday brought two key developments in the Tyler Robinson case. First, a key hearing has been delayed a month and a half, but also, cameras will be allowed in the courtroom. Legal expert Andrea Burkhart dissects what each of these developments means for America's most important criminal case. Kane gives his assessment of the midterms as Democrats implode over their Virginia gerrymander being snatched away. Steve Moore assesses the economy, and Daisy rejoins from maternity leave to discuss just how far over the line a Pete Davidson joke about Charlie's death went. Watch every episode ad-free on members.charliekirk.com! Get new merch at charliekirkstore.com!Support the show: http://www.charliekirk.com/supportSee omnystudio.com/listener for privacy information.
Last Friday brought two key developments in the Tyler Robinson case. First, a key hearing has been delayed a month and a half, but also, cameras will be allowed in the courtroom. Legal expert Andrea Burkhart dissects what each of these developments means for America's most important criminal case. Kane gives his assessment of the midterms as Democrats implode over their Virginia gerrymander being snatched away. Steve Moore assesses the economy, and Daisy rejoins from maternity leave to discuss just how far over the line a Pete Davidson joke about Charlie's death went. Watch every episode ad-free on members.charliekirk.com! Get new merch at charliekirkstore.com!Support the show: http://www.charliekirk.com/supportSee omnystudio.com/listener for privacy information.
2026-05-07 | UPDATES #196 | The fall of an empire – the humbling of the Russian bear and elimination of its vast stock of Soviet weapons, and Soviet-minded population of Putin's Russian Federation. A victory made by housewives: how a German CEO insulted the drone revolution he cannot compete with. Today's episode is a breakdown of why Ukraine's mil-tech threatens every defence prime in NATO and the U.S. with a new paradigm of how to fight wars, and how to supply them. Last Friday, the Atlantic magazine published an interview with one of Europe's most powerful defence executives. The man is Armin Papperger, Chief Executive Officer of Rheinmetall AG — Germany's largest arms manufacturer, market capitalisation north of fifty billion euros, supplier of tanks, 155mm artillery shells, and air defence systems to NATO and to Ukraine itself. The Atlantic's journalist Simon Schuster asked Papperger about Ukraine's domestically-produced drones — the cheap, mass-manufactured, daily-iterated weapons that have, by independent count, destroyed roughly two-thirds of Russia's tank fleet and account for 80 percent of all combat casualties on both sides of this war.----------SUPPORT THE CHANNEL:https://www.buymeacoffee.com/siliconcurtainhttps://www.patreon.com/siliconcurtainhttps://www.gofundme.com/f/scaling-up-campaign-to-fight-authoritarian-disinformation----------ACTIVE CAMPAIGN:We are raising funds for 5 of 15 Vampire DronesSilicon Curtain for Kupiansk Vampires. Dzyga's Paw, together with Jonathan Fink, is joining forces to raise $40,000 to provide the Khartiia Brigade with Vampire Drones.https://dzygaspaw.com/silicon-curtain-for-kupiansk-vampiresThese heavy bombers are designed to destroy manpower and equipment, as well as for remote mining. The Vampire UAV, manufactured by Skyfall, has proven itself to be one of the most effective weapons in the Kupiansk direction. Skyfall is one of Ukraine's largest defense tech companies, producing Vampire bomber drones, various modifications of Shrike FPV drones, P1-SUN, Shahed drone interceptors, communication systems, and components.----------PLEASE HELP ME ME TO GROW SILICON CURTAINWe are planning our events for 2026, and to do more and have a greater impact. After achieving more than 12 events in 2025, we will aim to double that! 24 events and interviews on the ground in Ukraine, to push back against weaponized information, toxic propaganda and corrosive disinformation. Please help us make it happen!----------SOURCES: 1. The Atlantic — Simon Schuster interview with Armin Papperger (published Friday, late March 2026)France24 / AFP — "Rheinmetall addresses row over CEO's Ukraine 'housewives' comment" (29 March 2026) Euronews — "'Every housewife could be CEO of Rheinmetall': Zelenskyy hits back at German weapons boss" (30 March 2026)Ukrainska Pravda — "'Housewives' and 'Lego': Rheinmetall says it respects Ukraine after CEO's controversial remarks" (29 March 2026)Militarnyi — "Rheinmetall Apologizes for CEO's Comments About 'Ukrainian Housewives With 3D Printers'" (late March 2026) The Print — "More 'hits' than Rheinmetall ever — Ukraine drone manufacturer claps back at CEO's 'housewives' remark" (1 April 2026) Bull Source — "Social media backlash as Rheinmetall's Armin Papperger says Ukraine's drones are made by housewives" (April 2026) United24 Media — "Ukraine's New Point-Based Rewards System for Drone Operators Is Rewriting War Management from the Ground Up" (May 2025) United24 Media — "Ukraine Launches Combat E-Points System: Troops Can Now Redeem Kills for Drones and EW Kits" (10 July 2025) SOFREP — "Ukraine Launches Combat-Based Reward System to Equip Troops With Cutting-Edge Tech" (8 May 2025)----------
Last Friday, the 5th Circuit Court of Appeals blocked a ruling from the FDA that allowed the medication abortion drug mifepristone to be sent to patients without an in-person visit to a healthcare provider. Shortly after, the Supreme Court issued a temporary stay, allowing the drug to continue to be distributed for a short period of time.Kelcie Moseley-Morris has been covering this story for the Louisiana Illuminator and Stateline. She joins us with the latest.According to new population data released by the U.S. Census Bureau, New Orleans and the surrounding communities are continuing to decline in population. Since 2020, the 7-parish metro area has decreased by more than 36,000 residents. In the meantime, the Baton Rouge area has seen a slight uptick in residents.Allison Plyer, chief demographer at the Data Center and former chair of the U.S. Census Bureau's Scientific Advisory Committee, joins us with more.Martha Reeves, the legendary Motown voice, Rock and Roll Hall of Fame inductee and lead singer of Martha and the Vandellas, is coming to New Orleans. The singer known for the hit songs “Dancing in the Street” and “Heatwave” will headline a one–night event at the New Orleans Jazz and Blues Market tonight (May 6). Dubbed, “Come and Get These Memories,” the event will feature Reeves discussing behind-the-scenes stories about some of the most iconic musicians and songs in Motown history. Martha Reeves joined Louisiana Considered's managing producer — and longtime fan — Alana Schreiber with more. —Today's episode of Louisiana Considered was hosted by Adam Vos. Our managing producer is Alana Schreiber. We get production support from Garrett Pittman and our assistant producer, Aubry Procell.You can listen to Louisiana Considered Monday through Friday at noon and 7 p.m. It's available on Spotify, the NPR App and wherever you get your podcasts. Louisiana Considered wants to hear from you!Please fill out our pitch line to let us know what kinds of story ideas you have for our show. And while you're at it, fill out our listener survey! We want to keep bringing you the kinds of conversations you'd like to listen to.Louisiana Considered is made possible with support from our listeners. Thank you!
Last Friday was "decision day" for high school seniors who are making plans to go to college in the fall. Listeners call in to share how much politics - or the job market - played into their decision (or their child's decision) on where to go. Photo: Stock image via fotosipsak/Getty Creative
Send us Fan MailHAppy Friday!! Thanks for Joining Us Again here on this Last Friday in April! This week we have a Very special Guest in Up in coming Young StandUp Comic Reuben Moyte!! Plus the first Rd of the Draft all the stats and leaders and our thoughts from last weeks action plus so so much more its the Best Breakfast Wrestling & Sports Podcast on your Fridays its the Eeez N Beez Podcast!!Support Our Sponsors:Major Performance & Dyno Dustin SheltonLimpyJasper Graham660 TV Dave DoanSupport the show
Last Friday's rally, driven by plunging oil prices and hopes the Strait of Hormuz would reopen, has stocks at record highs to start the week. The Fed and Tesla are in focus. Important Disclosures This material is intended for general informational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions. The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc. All names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security. Supporting documentation for any claims or statistical information is available upon request. Past performance is no guarantee of future results. Diversification and rebalancing strategies do not ensure a profit and do not protect against losses in declining markets. Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly. For more information on indexes, please see schwab.com/indexdefinitions. The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party. Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors. All expressions of opinion are subject to change without notice in reaction to shifting market, economic or political conditions. Data contained herein from third party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed. Investing involves risk, including loss of principal, and for some products and strategies, loss of more than your initial investment. Digital currencies [such as bitcoin] are highly volatile and not backed by any central bank or government. Digital currencies lack many of the regulations and consumer protections that legal-tender currencies and regulated securities have. Due to the high level of risk, investors should view digital currencies as a purely speculative instrument. Cryptocurrency-related products carry a substantial level of risk and are not suitable for all investors. Investments in cryptocurrencies are relatively new, highly speculative, and may be subject to extreme price volatility, illiquidity, and increased risk of loss, including your entire investment in the fund. Spot markets on which cryptocurrencies trade are relatively new and largely unregulated, and therefore, may be more exposed to fraud and security breaches than established, regulated exchanges for other financial assets or instruments. Some cryptocurrency-related products use futures contracts to attempt to duplicate the performance of an investment in cryptocurrency, which may result in unpredictable pricing, higher transaction costs, and performance that fails to track the price of the reference cryptocurrency as intended. Please read more about risks of trading cryptocurrency futures here. The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc. Apple Podcasts and the Apple logo are trademarks of Apple Inc., registered in the U.S. and other countries. Google Podcasts and the Google Podcasts logo are trademarks of Google LLC. Spotify and the Spotify logo are registered trademarks of Spotify AB. (0130-0426) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Eileen Murphy, Head of Census Administration and Digital Transformation has the details.
Buckle up! Jonah's back and ready to ruminate on the Windy City, Eric Swalwell, Trump vs. Leo, Orbán and J.D., just war, Father Coughlin, Israel, the unified antisemitic front, and Ralph Nader's sweet, sweet humus.Plus, a red-hot take on the Trump-as-Jesus pic.Show Notes:—Jonah in The Dispatch: “The American Revolution Was a Really Big Deal”—NYT: “How Trump Took the U.S. to War With Iran”—Ramesh Ponnuru on just war—Last Friday's G-File—Jonah's LA Times column—Mike Pesca: ‘What Kind of Autocrat Loses an Election?”—Vice President JD Vance Delivers Remarks at the Munich Security Conference—Hegseth on the media and the pharisees—Roy Altman Remnant—Wednesday G-File—Jonah's book: Liberal Fascism—Ana Kasparian and Nick Fuentes in lock step—“On The Jewish Question” by Karl Marx —Ross Douthat Remnant—James Kirchick in NR: “Blaming the Jews, Again”—Justice Thomas Speaks in Honor of 250th Anniversary of U.S. The Remnant is a production of The Dispatch, a digital media company covering politics, policy, and culture from a non-partisan, conservative perspective. To access all of The Dispatch's offerings—including access to all of Jonah's G-File newsletters—click here. If you'd like to remove all ads from your podcast experience, consider becoming a premium Dispatch member by clicking here. Learn more about your ad choices. Visit megaphone.fm/adchoices
Last Friday, a former staffer for California gubernatorial candidate Rep. Eric Swalwell (D-CA) accused the Congressman of making unwanted advances, sexual assault, and rape. Three other women also came forward to accuse Swalwell of sexual misconduct, describing a pattern of sending explicit messages through Snapchat. Swalwell denies the allegations, but apologized for “mistakes in judgment” and dropped out of the gubernatorial race after losing prominent endorsements. The Los Angeles and Manhattan District Attorneys are investigating Swalwell over the alleged misconduct.Ad-free podcasts are here!To listen to this podcast ad-free, and to enjoy our subscriber only premium content, go to ReadTangle.com to sign up!Isaac interviews Casey Newton.Recently, Isaac Saul sat down with journalist and Hard Fork cohost Casey Newton to unpack a major shift happening in tech: the growing legal and political push to hold social media companies accountable for how their platforms are designed. You can check it out here!You can read today's podcast here, and today's “Under the radar.” story here and the “Have a nice day” story here.You can subscribe to Tangle by clicking here or drop something in our tip jar by clicking here. Take the survey: What do you think are the implications of Hungary's election? Let us know.Our Executive Editor and Founder is Isaac Saul. Our Executive Producer is Jon Lall.This podcast was Written by: Will Kaback and audio edited and mixed by Dewey Thomas. Music for the podcast was produced by Diet 75.Our newsletter is edited by Managing Editor Ari Weitzman, Senior Editor Will Kaback, Lindsey Knuth, Bailey Saul, and Audrey Moorehead. Hosted on Acast. See acast.com/privacy for more information.
“The media has its own agenda, completely separate from anything going on in the real world, creating the story themselves.” — Keith TeareLast night, somebody hurled a Molotov cocktail at Sam Altman's Pacific Heights mansion. I live a couple of hills over, but heard nothing. Meanwhile, the New Yorker hurled its own explosive cocktail at Sam, publishing a 15,000-word hit piece rhetorically entitled “Sam Altman May Control Our Future. Can He Be Trusted?” No, of course, he can't be trusted. Not according to the New Yorker. Especially with something as precious as, gasp, our future.Not everyone, however, is sold on this media cult of personality. In his That Was The Week editorial, Keith Teare tells the media to take their hands off Sam. I don't disagree. Although I'm a bit skeptical of Keith's attempt to demonize what he defines as a “devious” Dario Amodei. Whether it's Altman, Amodei or Google's AI honcho Demis Hassabis, all these guys are prisoners of their company's structures and cultures. They are also victims of today's anti-tech hysteria. It's one thing to blow up Silicon Valley's cartoonish cult of personality, it's quite another to hurl bombs at these people's homes. Enough with all the violence – verbal or otherwise. It never ends well. Five Takeaways• A Molotov Cocktail at Slippery Sam's House: On Friday night, someone hurled a Molotov cocktail at Sam Altman's Pacific Heights mansion, according to The New York Times. Andrew lives nearby and didn't hear it. The week's zeitgeist had already turned: a 15,000-word New Yorker hit piece by Ronan Farrow and Andrew Marantz, wall-to-wall coverage, Sam moving into Musk-like media-frenzy territory. Keith's editorial: Hands Off Sam Altman. The personality-driven circus has caught fire. Quite literally.• Anthropic's Mythic Model Finds Decade-Old Vulnerabilities: The actual AI news this week, drowned out by the personality circus. Anthropic's new “Mythic” model autonomously discovered security holes in software that had eluded human experts for years. Dario refused to release it openly until the patches were complete. Treasury Secretary Bessent commented on the implications for banks and government. The signal: AI is becoming systematically better than the best humans at specialist domains. Generalists can probably relax.• Slippery Sam vs Devious Dario vs Honest Hassabis: Keith's contrarian take: Altman is honest because he's openly dishonest. Amodei is the devious one — a politically liberal narrative wrapped around a commercial juggernaut. Andrew's third way is yesterday's Mallaby interview: Demis Hassabis, the Spinozan one-faced scientist who would rather be at Princeton. But even Demis must have authorised the firing of Mustafa Suleiman. Everyone has a game plan, said Mike Tyson, until they get punched in the face.• Post of the Week: Keith Replaces WordPress in Ten Minutes: Keith's tweet: he's run two curation sites — seriouslyphotography.com and seriouslybc.com — on WordPress for over a decade. Last Friday afternoon, he asked Anthropic's tools to rewrite them. Ten minutes later, both sites were rebuilt from scratch, fully responsive, WordPress gone. Cost in the old world: tens of thousands of dollars and several months. The Matt Mullenweg vs Matthew Prince debate is settled by the actual technology while the principals are still arguing.• The End of Ownership? Keith Goes Marxist: Pure capitalism, Keith argues, will produce so much abundance that scarcity ends and self-interested competition with it. “In the future there will be no ownership, or everything will be commonly owned.” Andrew calls it Marx with Tesla characteristics. Eric Ries's forthcoming Incorruptible argues that Patagonia and Mondragon point a different way — structural ethics rather than abundance utopianism. Two visions of the post-AI economy. Both probably wrong. We'll find out. About the GuestSebastian Mallaby is the Paul A. Volcker senior fellow for international economics at the Council on Foreign Relations. A former Washington Post columnist and Economist contributing editor, he is the author of More Money Than God, The Man Who Knew (winner of the FT and McKinsey Business Book of the Year), The Power Law, and now The Infinity Machine: Demis Hassabis, DeepMind, and the Quest for Superintelligence.References:• The Infinity Machine: Demis Hassabis, DeepMind, and the Quest for Superintelligence by Sebastian Mallaby.• Episode 2862: Truth Is Dead — Steven Rosenbaum on AI as a spectacularly good liar. Mallaby's quiet counter-argument.• Episode 2860: We Shape Our AI, Thereafter It Shapes Us — Keith Teare on agency in our agentic age. Hassabis thinks he can still steer.About Keen On AmericaNobody asks more awkward questions than the Anglo-American writer and filmmaker Andrew Keen. In Keen On America, Andrew brings his pointed Transatlantic wit to making sense of the United States — hosting daily interviews about the history and future of this now venerable Republic. With nearly 2,800 episodes since the show launched on TechCrunch in 2010, Keen On America is the most prolific intellectual interview show in the history of podcasting.WebsiteSubstackYouTubeApple PodcastsSpotify Chapters:(00:31) - A Molotov cocktail at Sam Altman's Pacific Heights house (02:41) - The New Yorker hit piece: Ronan Farrow, Andrew Marantz, 15,000 words (05:36) - Slippery Sam and the zeitgeist (07:39) - Brian Merchant: it's open season for refusing AI (08:09) - Anthropic's Mythic model finds decade-old vulnerabilities (10:46) - Why even release it? Dario's narcissism (12:12) - Slippery Sam vs Devious Dario (14:11) - Hassabis as the third way (18:29) - The Mustafa Suleiman question (19:17) - Mike Tyson, Kant, Spinoza, and Hobbes (22:09) - Brian Merchant and the new Luddism (23:34) - Anthropic makes a new generation redundant every week (23:34) - Post of the week: Keith rebuilds his sites in 10 minutes (26:39) - Eric Ries on incorruptible companies (30:12) - Patagonia, Berkeley Bowl, Mondragon (35:43) - The end of ownership? Keith goes Marxist
A day late because Ben had to write a Jacobin article about all this instead of doing the episode (sorry about that!) but there's a lot to cover. Last Friday he recorded a debate on the war in Iran (hosted by philosopher Spencer Case). In this episode, we play the debate and chat a little bit about the truly bizarre developments since it was recorded. Ben argues that it's good to be clear on what TACO Tuesday was, because that strengthens the anti-war case going forward.Watch the debate on Spencer's podcast:https://www.youtube.com/watch?v=2ScPGb91B2kHere's the Jacobin article that delayed the episode a day:https://jacobin.com/2026/04/iran-war-trump-threat-ceasefireFollow Ben on Twitter: @BenBurgisFollow GTAA on Twitter: @Gtaa_ShowConsider donating to Andy's GoFundMe so he can replace his computer and fully go back to doing what he does best:https://www.gofundme.com/f/help-andy-get-back-to-creating-art-jtwetBecome a GTAA Patron and receive numerous benefits ranging from occasional patron-exclusive content to access to the GTAA Discord to our undying love and gratitude for helping us keep this thing going:patreon.com/benburgisRead the weekly philosophy Substack:benburgis.substack.com
In this episode, we will learn what God did to prepare the world for the Messiah. We will start with the birth of John the baptist, the forerunner of Jesus Christ, and end with Jesus being dedicated in the temple. Year B Quarter 2 Week 15All Bible verses are from the NKJVFind the Lessons Here: https://mybiblefirst.org/?module=products&func=product&id2=25Connect with Us:Website: https://startingwithjesus.comInstagram: https://www.instagram.com/startingwithjesusFacebook: https://www.facebook.com/startingwithjesus
Last Friday, U2 released a 6-track EP “Easter Lily”. It follows the band's previous EP “Days of Ash”, which came out in February and was deemed some of the most politically-charged records of their career. So, what can we expect this time round?Meanwhile, Wireless Festival 2026 has been cancelled after Kanye West, who was due to headline all 3 nights, was banned from travelling to the UK due to previous antisemitic comments.Dave Hanratty and John Caddell join Matt for The Last Word's music slot.Hit the ‘Play' button on this page to hear the conversation.
Send me a Text Message!I am recording this episode for Good Friday. That first Holy Week Friday, the one before the first Easter, no one would have called it Good Friday. Traumatic Friday. End-of-Hope Friday. Last Friday. Dark Difficult Deadly Friday. It's only looking back that we call it good. I'm going to do something a little bit different in this episode. Mostly, I'm just going to read the story. The gospel of John has 21 chapters, 2 of them, about 10% of the biography of Jesus is focused on that day. Friday. So I'm mostly going to read the story. And spend a few moments pondering how it was such a dark, difficult and yet in the end, a very good Friday!
Last Friday, Secretary of War Pete Hegseth declared AI company Anthropic a "supply chain risk", the first time this designation has ever been applied to a US company. The trigger for the move was Anthropic's refusal to allow the Department of War to use their AIs for mass surveillance and autonomous weapons. A few hours later, Hegseth and Sam Altman declared an agreement-in-principle for OpenAI's models to be used in the niche vacated by Anthropic. Altman stated that he had received guarantees that OpenAI's models wouldn't be used for mass surveillance or autonomous weapons either, but given Hegseth's unwillingness to concede these points with Anthropic, observers speculated that the safeguards in Altman's contract must be weaker or, in a worst-case scenario, completely toothless. The debate centers on the Department of War's demand that AIs be permitted for "all lawful use". Anthropic worried that mass surveillance and autonomous weaponry would de facto fall in this category; Hegseth and Altman have tried to reassure the public that they won't, and the parts of their agreement that have leaked to the public cite the statutes that Altman expects to constrain this category. Altman's initial statement seemed to suggest additional prohibitions, but on a closer read, provide little tangible evidence of meaningful further restrictions. Some alert ACX readers1 have done a deep dive into national security law to try to untangle the situation. Their conclusion mirrors that of Anthropic and the majority of Twitter commenters: this is not enough. Current laws against domestic mass surveillance and autonomous weapons have wide loopholes in practice. Further, many of the rules which do exist can be changed by the Department of War at any time. Although OpenAI's national security lead said that "we intended [the phrase 'all lawful use'] to mean [according to the law] at the time the contract is signed', this is not how contract law usually works, and not how the provision is likely to be enforced2. Therefore, these guarantees are not helpful. To learn more about the details, let's look at the law: https://www.astralcodexten.com/p/all-lawful-use-much-more-than-you
Last Friday, the Washington state Attorney General sued Kalshi, the prediction market platform where users can place bets on real world events, such as the number of deportations this year or the winner of Survivor 50. Washington's civil lawsuit is now one of twenty waged against Kalshi, and follows on the heels of Arizona's Attorney General filing criminal charges against the platform earlier this month. Prediction markets generated almost $64 billion in trading volume last year, up 400% from 2024. And when the US and Israel initiated strikes on Iran in early February, Kalshi users took to the platform in droves, spending $54 million on “Ali Khamenei out as Supreme Leader?” during the first week of the war. Prediction markets are just an intensification of a process that's been slowly transforming our relationship to our bodies, our careers, our hobbies, our lives – everything is now saturated with numbers, and we can't stop counting them and tracking them and comparing them. But what do we lose out on when we become obsessed with numbers or lines moving up or down on a graph, when we turn aspects of real life into games? Philosopher C. Thi Nguyen turned to actual games, like Twister and The Mind, to root out the answer in his latest book, The Score: How to Stop Playing Somebody Else's Game. For the midweek pod, host Micah Loewinger speaks to him about the dangers of scoring systems and metrics in the context of real life, why those same scoring systems are so freeing in games, and what the philosophy of games can reveal about the meaning of life. On the Media is supported by listeners like you. Support OTM by donating today (https://pledge.wnyc.org/support/otm). Follow our show on Instagram, Twitter and Facebook @onthemedia, and share your thoughts with us by emailing onthemedia@wnyc.org.
Tiger Woods announced on Tuesday that...he was going to receive treatment. Last Friday...Tiger Woods was involved in another car accident in Florida. Cops also found prescription medication in his pocket...and Tiger Woods is supposedly going to rehab to address his problem. We question the sincerity of Tiger Woods...in his latest attempt to get clean. We discuss the gravity of the situation...and explain why Tiger Woods is fighting for his life. We also explain why Tiger Woods refuses to hire a driver...and why Tiger Woods is unlikely to recover until he's fully committed. SUBSCRIBE TO BEHIND THE LINE - SHORTS: https://www.youtube.com/@btlshorts-84
Last Friday, the Ravens made a big trade, acquiring Maxx Crosby from the Las Vegas Raiders. On Tuesday night, the Ravens "backed off" from the trade after he reportedly failed a physical, causing utter chaos within the league. How bad is Crosby's injury? How does this affect his trade value? Will the Raiders keep Crosby? Braden, Brock, and Dawson recap the chaos that has been the Maxx Crosby Trade Saga. Hear their thoughts on the situation and whether they think the Raiders will try to trade him somewhere else. All this and a deep dive on some of the bigger free agency moves on this episode of the Between the Hashes Podcast.
Last Friday, Razorpay CEO Harshil Mathur hosted 150 founders at Razorpay's Koramangala headquarters — not to talk payments but to let them showcase what they'd built with OpenClaw, the open-source AI agent taking the world by storm. The same week, thousands were queuing outside Baidu and Tencent offices in China just to get the software installed. The open source agent AI platform is the same but the two approaches are quite different. China is deploying OpenClaw at a scale and speed no other country is matching. India, meanwhile, is moving carefully, deliberately, problem-first. So here's the question: is India behind China on OpenClaw? And is speed is the only thing that matters in the AI race?Read Inc42's report here: The New Garage: OpenClaw And India's DIY AI Agent BoomDaybreak is produced from the newsroom of The Ken, India's first subscriber-only business news platform. Subscribe for more exclusive, deeply-reported, and analytical business stories.
Over the past two weeks, a series of attacks has taken place across the United States, with suspects allegedly linked to Islamic terror groups or ongoing conflicts in the Middle East.Ad-free podcasts are here!To listen to this podcast ad-free, and to enjoy our subscriber only premium content, go to ReadTangle.com to sign up!Our latest.In the last few days, we've published a couple of subscribers-only editions that you may have missed. Last Friday, Senior Editor Will Kaback published the latest installment of his “Whatever happened to…” series with a look at net neutrality. Then, over the weekend, Executive Editor Isaac Saul interviewed The New York Times's David French about James Talarico, Trump, and writing for The Times. Thank you for subscribing to Tangle and supporting the work that goes behind special editions like those. If you'd rather watch, check out Isaac's conversation with French in full on our YouTube channel here!You can read today's podcast here, our “Under the Radar” story here and today's “Have a nice day” story here.You can subscribe to Tangle by clicking here or drop something in our tip jar by clicking here. Take the survey: What do you think could have prevented the recent attacks? Let us know.Our Executive Editor and Founder is Isaac Saul. Our Executive Producer is Jon Lall.This podcast was written by: Isaac Saul and audio edited and mixed by Dewey Thomas. Music for the podcast was produced by Diet 75.Our newsletter is edited by Managing Editor Ari Weitzman, Senior Editor Will Kaback, Lindsey Knuth, Bailey Saul, and Audrey Moorehead. Hosted on Acast. See acast.com/privacy for more information.
Caller Questions & Discussion: Dr. Jacqui discusses how reading helps your mental health. For example, literature can give us words for what we are feeling but don't know how to express. Start by reading the Psalms, which provide language for our emotions and emotional health. Rather than telling men who look at sexually explicit materials that it is wrong, have you ever thought about telling them that it undermines safety in their marriage covenant? Can you give me guidance on a friendship with an unreliable woman? Last Friday, I was going to take her out for lunch on her birthday, but she was very late and didn't take responsibility for it. Is EMDR giving over control to the therapist like hypnotherapy? My dad passed away when he was on a hunting trip, and I did EMDR therapy through a secular therapist.
As the second week of the war with Iran draws to a close, any suggestion that Australia's involvement would be limited to in-principle support has evaporated. Last Friday, the Guardian and other media outlets reported that three Australians were on the US submarine that torpedoed an Iranian warship, killing 87 people. On Tuesday, the government confirmed it would send a surveillance aircraft, missiles, and personnel to the United Arab Emirates.Jo Tovey sits down with Gabrielle Jackson, Mike Ticher and Ben Doherty to discuss the tests Labor faces back home as Australia's involvement in the war escalates
Crude oil prices could continue calling the shots this week as war remains front and center. Last Friday's disappointing jobs report raises new economic questions as CPI looms. Important Disclosures This material is intended for general informational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions. The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc. All names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security. Supporting documentation for any claims or statistical information is available upon request. Past performance is no guarantee of future results. Diversification and rebalancing strategies do not ensure a profit and do not protect against losses in declining markets. Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly. For more information on indexes, please see schwab.com/indexdefinitions. The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party. Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors. All expressions of opinion are subject to change without notice in reaction to shifting market, economic or political conditions. Data contained herein from third party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed. Investing involves risk, including loss of principal, and for some products and strategies, loss of more than your initial investment. Digital currencies [such as bitcoin] are highly volatile and not backed by any central bank or government. Digital currencies lack many of the regulations and consumer protections that legal-tender currencies and regulated securities have. Due to the high level of risk, investors should view digital currencies as a purely speculative instrument. Cryptocurrency-related products carry a substantial level of risk and are not suitable for all investors. Investments in cryptocurrencies are relatively new, highly speculative, and may be subject to extreme price volatility, illiquidity, and increased risk of loss, including your entire investment in the fund. Spot markets on which cryptocurrencies trade are relatively new and largely unregulated, and therefore, may be more exposed to fraud and security breaches than established, regulated exchanges for other financial assets or instruments. Some cryptocurrency-related products use futures contracts to attempt to duplicate the performance of an investment in cryptocurrency, which may result in unpredictable pricing, higher transaction costs, and performance that fails to track the price of the reference cryptocurrency as intended. Please read more about risks of trading cryptocurrency futures here. The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc. Apple Podcasts and the Apple logo are trademarks of Apple Inc., registered in the U.S. and other countries. Google Podcasts and the Google Podcasts logo are trademarks of Google LLC. Spotify and the Spotify logo are registered trademarks of Spotify AB. (0131-0326) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Last Friday, Secretary of Defense Pete Hegseth announced that he was breaking the Pentagon's contract with the A.I. company Anthropic and would declare the company a supply chain risk — a designation for companies so dangerous, they can't exist anywhere in the U.S. military supply chain. What makes this so wild is the military is still using Anthropic's A.I. system right now. They reportedly used it during the raid to capture Maduro in Venezuela, and are now using it in the war in Iran. This story raises so many questions: Why does the government think Anthropic is so dangerous? How exactly is the government using A.I. right now? How do they want to use A.I.? And who should ultimately control this powerful and uncertain technology? Dean Ball is a senior fellow at the Foundation for American Innovation and the author of the newsletter Hyperdimensional. He served as a senior policy adviser on A.I. for the Trump White House and was the primary staff writer of their A.I. action plan. But he's been furious at the Trump administration for how it has been handling the conflict with Anthropic. So I wanted to have him on the show to explain why. Mentioned: “Hyperdimensional" by Dean Ball “What if Dario Amodei Is Right About A.I.?” The Ezra Klein Show “Stratechery” by Ben Thompson Book Recommendations: Rationalism in Politics and Other Essays by Michael Oakeshott Empire Of Liberty by Gordon S. Wood Roll, Jordan, Roll by Eugene D. Genovese Thoughts? Guest suggestions? Email us at ezrakleinshow@nytimes.com. You can find transcripts (posted midday) and more episodes of “The Ezra Klein Show” at nytimes.com/ezra-klein-podcast, and you can find Ezra on Twitter @ezraklein. Book recommendations from all our guests are listed at https://www.nytimes.com/article/ezra-klein-show-book-recs. This episode of “The Ezra Klein Show” was produced by Rollin Hu. Fact-checking by Michelle Harris with Kate Sinclair and Mary Marge Locker. Our senior engineer is Jeff Geld, with additional mixing by Aman Sahota. Our executive producer is Claire Gordon. The show's production team also includes Marie Cascione, Annie Galvin, Kristin Lin, Emma Kehlbeck, Jack McCordick, Marina King and Jan Kobal. Original music by Pat McCusker. Audience strategy by Kristina Samulewski and Shannon Busta. The director of New York Times Opinion Audio is Annie-Rose Strasser. Subscribe today at nytimes.com/podcasts or on Apple Podcasts and Spotify. You can also subscribe via your favorite podcast app here https://www.nytimes.com/activate-access/audio?source=podcatcher. For more podcasts and narrated articles, download The New York Times app at nytimes.com/app. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Last Friday, the Supreme Court ruled that the President is not authorized to impose tariffs, affirming that Congress alone has the power to tax. Entrepreneur and pastor Mark Franco joins Russell, Mike, and Clarissa to discuss the future of tariffs. Then, President Trump suggests that he would launch a strike on Iran if they do not back down from their nuclear weapons program. Jonathan Schanzer stops by to share about Iranian protests and possible regime change. Finally, President Trump's annual State of the Union address lasted a record breaking 1 hour and 48 minutes. Mike, Clarissa and Harvest Prude recap the highlights. REFERENCED IN THE EPISODE: Trump's SOTU Heralded a Revival. The Data Is Mixed. - Harvest Prude ABOUT THE GUESTS: Mark Franco is the president and CEO at MXD Process, a company that oversees the manufacturing and supply of industrial process equipment, and serves as the managing partner at Soterra Capital. Prior to that, he was the principal at Franconia Enterprises and president at Unified Manufacturing and Design, LLC. Mark is a pastor at Sojourn Community Church. Jonathan Schanzer is senior vice president for research at Foundation for Defense of Democracies (FDD), and he is also on the leadership team of FDD's Center on Economic and Financial Power. He previously worked as a terrorism finance analyst at the US Department of the Treasury. Schanzer has appeared on CNN, Fox News, Al-Arabiya, and Al-Jazeera. Harvest Prude is Christianity Today's national political correspondent and a congressional reporter based in Washington, DC. She is a former reporter for The Dispatch and World, having served there as political reporter for their Washington bureau. GO DEEPER WITH THE BULLETIN: Join the conversation at our Substack. Find us on YouTube. Rate and review the show in your podcast app of choice. ABOUT THE BULLETIN: The Bulletin is a twice-weekly politics and current events show from Christianity Today moderated by Clarissa Moll, with senior commentary from Russell Moore (Christianity Today's editor-at-large and columnist) and Mike Cosper (senior contributor). Each week, the show explores current events and breaking news and shares a Christian perspective on issues that are shaping our world. We also offer special one-on-one conversations with writers, artists, and thought leaders whose impact on the world brings important significance to a Christian worldview, like Bono, Sharon McMahon, Harrison Scott Key, Frank Bruni, and more. Learn more about your ad choices. Visit podcastchoices.com/adchoices
In this hard-hitting 11-minute episode of The Right Side, Doug Billings reads Olathe (O-lay-thu) Kansas Public Schools Superintendent Dr. Brent Yeager's own parent letter back to him — word for word — and finishes the Supreme Court ruling from Tinker v. Des Moines that Dr. Yeager conveniently left out.Free speech does NOT protect mass student walkouts during class time, truancy, fights, or turning taxpayer-funded schools into political battlegrounds.Last Friday's walkout at Olathe Northwest High School ended with a juvenile arrest and injured students.Parents and taxpayers of Olathe and Johnson County: this is your moment.Demand the Olathe School Board immediately ban all mass walkouts during instructional hours.Education, NOT indoctrination.Timestamps:0:00 – Intro & The Crisis in Olathe1:45 – Reading Dr. Yeager's Letter4:20 – The FULL Tinker v. Des Moines Ruling7:10 – What the Law Actually Allows9:40 – Your Action Plan TonightCommentary & Opinion – February 24, 2026Full video version available on YouTube: @TheRightSideDougBillingsShare this episode with every parent you know.Tag Dr. Brent Yeager and the Olathe School Board.We're in this together, folks. Believe it. For the Republic!#OlatheSchools #BrentYeager #TinkerRuling #StudentWalkouts #Education #Indoctrination #Olathe #Taxpayers #KansasFirst #SchoolBoard #ParentsRights #Kansas #Students #Teachers #America #USASupport the show
Last Friday, the Supreme Court struck down President Trump's IEEPA tariffs in a landmark 6-3 decision. In this episode of The Deduction, hosts Kyle Hulehan and Erica York break down what the ruling actually means, from how collections could be refunded to how the administration is already scrambling to put new tariffs in place. Erica walks through why businesses may face even more uncertainty in the near term as a messy patchwork of replacement tariffs takes shape.---TIMESTAMPS:0:00 – Weekend tariff chaos and IEEPA "pdu"2:00 – What the Supreme Court decided on IEEPA tariffs4:36 – Which tariffs were struck down (Liberation Day, fentanyl, and more)5:42 – Will importers get refunds on $160 billion in unlawful collections?7:54 – Does the ruling improve the economic outlook?9:00 – What tariff authority does the president still have?9:42 – Updated Tax Foundation tariff model numbers12:00 – Section 122 explained: 150-day tariffs and legal questions14:00 – Section 232, Section 301, and the coming patchwork of tariffs15:42 – The compliance and administrative waste of tariff policy17:00 – Can Congress step in and reclaim tariff authority?---RESOURCES:Tax Foundation Tariff Tracker: https://taxfoundation.org/research/all/federal/trump-tariffs-trade-war/Tax Foundation IEEPA Tariff Analysis: https://taxfoundation.org/tags/ieepa/---CONTACT:Email: podcast@taxfoundation.orgTwitter/X: @DeductionPodTwitter/X: @EricaDYork Drop a comment below with your tax questions.---ABOUT:The Deduction is a podcast by the Tax Foundation, the world's leading independent tax policy nonprofit. The Tax Foundation has been providing trusted, nonpartisan tax research and analysis since 1937.Support the showFollow us!https://twitter.com/TaxFoundationhttps://twitter.com/deductionpodSupport the show
First up on this week's Inside Business are US tariffs. Last Friday, the Supreme Court there ruled that Donald Trump's tariffs from last year via emergency legislation were illegal. Trump responded by introducing a 10 per cent global tariff under separate legislation. So, what does this mean for Irish exporters? And what does it mean for the trade deal agreed last year with the European Union?Cliff Taylor of The Irish Times has been writing about the tariffs decision while Pat Rigney of the Shed Distillery exports gin and whiskey to the American market, which is a huge part of his business. They explain the Supreme Court's decision and outline what the position is right now for Irish exporters in terms of how much they will have to pay in tariffs. Also on this episode, we look at the Central Statistics Office figures published last week that showed the number of employees working remotely declined for three successive quarters to the end of 2025. Although just shy of 1 million workers are still working from home. Louisa Meehan is a HR expert with Woodview HRM and she joins host Ciarán Hancock on the line to tease out whether the tables have turned on hybrid working or if this is just a statistical blip. Produced by John Casey with JJ Vernon on sound. Hosted on Acast. See acast.com/privacy for more information.
Last Friday, news broke that much of the senior leadership that's been steering Xbox for the past decade and more have departed the company. Phil Spencer? Retired. Sarah Bond? Gone. Instead, one of the members of that group, Matt Booty, has ascended alongside a new Xbox CEO that comes from Microsoft's—wait for it—AI division. Rob and Patrick spent a few minutes (okay, an hour!) trying to untangle what this all means.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
On Friday, the Supreme Court voted 6–3 to strike down most of President Donald Trump's tariffs, finding that the president exceeded his authority when he imposed duties under the International Emergency Economic Powers Act (IEEPA). The Court's ruling invalidates the president's “Liberation Day” tariffs, which imposed a 10% baseline duty on U.S. trading partners as well as steeper tariffs on individual countries.Ad-free podcasts are here!To listen to this podcast ad-free, and to enjoy our subscriber only premium content, go to ReadTangle.com to sign up!ICYMI.Last Friday, we ran a little experiment: How would ChatGPT do if we had it write a Tangle take? Isaac gave his opinion on the future of AI, asked ChatGPT to try to mimic him, then evaluated how well it delivered its take. That piece generated a lot of interest, questions, and criticism — and in case you missed it, you can read it here and join the discussion in the comments.You can read today's podcast here, our “Under the Radar” story here and today's “Have a nice day” story here.You can subscribe to Tangle by clicking here or drop something in our tip jar by clicking here. Take the survey: What do you think of the Supreme Court's ruling? Let us know.Our Executive Editor and Founder is Isaac Saul. Our Executive Producer is Jon Lall.This podcast was written by: Isaac Saul and audio edited and mixed by Dewey Thomas. Music for the podcast was produced by Diet 75.Our newsletter is edited by Managing Editor Ari Weitzman, Senior Editor Will Kaback, Lindsey Knuth, Bailey Saul, and Audrey Moorehead. Hosted on Acast. See acast.com/privacy for more information.
Our CIO and Chief U.S. Equity Strategist Mike Wilson discusses how the nomination of Kevin Warsh to lead the Fed could move markets.Read more insights from Morgan Stanley.----- Transcript -----Welcome to Thoughts on the Market. I'm Mike Wilson, Morgan Stanley's CIO and Chief U.S. Equity Strategist. Today on the podcast: The implications of Kevin Warsh's nomination as the next Fed Chair. It's Monday, February 2nd at 10 am in New York. So, let's get after it.Last Friday, President Trump officially nominated Kevin Warsh to be the next Chair of the Fed. The prevailing narrative around Warsh is fairly straightforward: he's seen as more hawkish on the size of the Fed's balance sheet, potentially more flexible on interest rates, and less comfortable with open-ended liquidity support than the current leadership. That characterization is fair, but it doesn't answer the more important question—why pick Warsh now, and what problem is this nomination trying to solve?In my view, the answer starts with markets, not politics. Over the past several months, we've witnessed parabolic moves in precious metals alongside persistent weakness in the U.S. dollar. While this administration has been very clear that a weaker dollar is not inherently a bad thing—especially as part of a broader economic rebalancing strategy—there's an important distinction between a controlled decline and a disorderly one.To understand why this matters so much, you need to zoom out. The administration is attempting to rebalance the U.S. economy across three dimensions simultaneously, all with the same ultimate goal—growing out of an enormous debt burden that's been building for more than two decades. At this point, simply cutting spending isn't realistic, economically or politically. Nominal growth is the only viable path forward.The current strategy is more supply side driven. It focuses on rebalancing trade through tariffs and a weaker dollar, shifting the economy away from over-consumption and toward investment, and addressing inequality through immigration enforcement and deregulation. The goal is to let companies—not the government—make capital allocation decisions, while boosting income through wages rather than entitlements. If it works, the result should be higher nominal growth with a healthier mix of real growth driven by productivity.Markets, to some extent, have already started to price this in. Since last spring, cyclical stocks have outperformed, market breadth has improved, and leadership has begun to rotate away from the mega-cap names that dominated the last cycle. Small and mid-cap stocks are working again too. That's exactly what you'd expect in the middle stages of a ‘hotter but shorter' expansion, my core view. At the same time, the surge in gold tells us something else is going on. Precious metals don't move like that unless investors are questioning the endgame.That's where Kevin Warsh comes in. His nomination appears designed to restore credibility around the balance sheet and slow the momentum of that skepticism. Based on Friday's price action, it worked. Gold and silver sold off sharply, the dollar strengthened modestly, and equities and rates stayed relatively stable. That combination buys time—and time is exactly what this strategy needs to work.One of the best ways to track whether markets are buying into this story is by watching the ratio of the S&P 500 to gold. It's a simple but powerful proxy for confidence in productive growth. The recent collapse was driven mostly by gold rising—and Friday's sharp reversal was mainly gold prices falling, one of the largest on record.That doesn't mean skepticism has been eliminated. Instead, it tells me the administration is paying attention and understands they need to restore confidence. If the ratio continues to recover, it will likely come first through lower gold prices and tighter liquidity expectations, and later through stronger earnings growth driven by productivity gains. That could mean near term risk for other risk assets, including equities. Bottom line, the current ‘run it hot' approach has a better chance of delivering sustainable growth than prior policy mixes—but it won't be smooth, and confidence will ebb and flow along the way. Watching how markets respond, especially through signals like gold, the dollar, and capital spending trends, will tell us whether this strategy ultimately succeeds. My view is that it's the best approach which keeps me bullish on 2026 even if the near term is more rocky.Thanks for tuning in; I hope you found it informative and useful. Let us know what you think by leaving us a review. And if you find Thoughts on the Market worthwhile, tell a friend or colleague to try it out!
Last Friday we talked about Scott's recent sailing on the Disney Fantasy and today we are talking about Mike's cruise on the new Disney Destiny last week! Hear about his first experience sailing out of Fort Lauderdale, staying at the Hilton Marina, discussion of the staterooms, main dining rooms, entertainment onboard, layout of the ship, and if you can enjoy the ship even if you don't know much about Marvel! We have lots to discuss on today's show! Please share your thoughts over on the Discord channel at www.beourguestpodcast.com/clubhouse. We hope you enjoy today's podcast! Please visit our website at www.beourguestpodcast.com. Thank you so much for your support of our podcast! Become a Patron of the show at www.Patreon.com/BeOurGuestPodcast. Also, please follow the show on Twitter @BeOurGuestMike and on Facebook at www.facebook.com/beourguestpodcast. Thanks to our friends at The Magic For Less Travel for sponsoring today's podcast!
Last Friday, Netflix announced that they would be acquiring Warner Bros. Discovery, a massive megamerger that would let the number one streaming service acquire the third biggest streamer (HBO Max), the entire Warner Bros. film catalog, its cable channels, and the Discovery+ streaming service. But before any shareholders could celebrate, Paramount Skydance, the megaconglomerate led by the Trump-favored Ellison family, launched a hostile takeover. Which company will emerge victorious here…will the biggest loser be the cinephile consumer? Guest: Nitish Pahwa, Slate staff writer covering business and tech. Want more What Next? Subscribe to Slate Plus to access ad-free listening to the whole What Next family and across all your favorite Slate podcasts. Subscribe today on Apple Podcasts by clicking “Try Free” at the top of our show page. Sign up now at slate.com/whatnextplus to get access wherever you listen. Podcast production by Elena Schwartz, Paige Osburn, Anna Phillips, Madeline Ducharme, and Rob Gunther. Learn more about your ad choices. Visit megaphone.fm/adchoices