Podcasts about Liberation Day

Public holiday of various countries to commemorate liberation from another country

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Liberation Day

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Best podcasts about Liberation Day

Latest podcast episodes about Liberation Day

POLITICO's Nerdcast
Dr. Oz on the future of Medicaid, Trump's megabill and AI avatar health care

POLITICO's Nerdcast

Play Episode Listen Later Jun 1, 2025 46:35


Dr. Mehmet Oz, former TV host and Pennsylvania Senate candidate, is one of America's most famous physicians. Now he's running the Centers for Medicare and Medicaid Services, which means he's in charge of programs that provide health care for about half of all Americans. He sits down with White House Bureau Chief Dasha Burns to discuss potential Medicaid cuts, his big plans to lower drug pricing, why he's fielding early morning phone calls from President Trump, and his advice to patients to “be curious” about their health.  Plus, Burns is joined by senior political columnist and politics bureau chief Jonathan Martin to discuss his juicy column about the Ohio governor's race featuring Elon Musk, Vivek Ramaswamy and former Ohio State football coach Jim Tressel. And senior legal affairs reporter Kyle Cheney joins to discuss the showdown between Trump and the courts over his “Liberation Day” tariffs.  Learn more about your ad choices. Visit megaphone.fm/adchoices

What A Day
In Israel And Gaza, War Opposition Grows

What A Day

Play Episode Listen Later May 30, 2025 25:02


This week marked more than 600 days since the start of the Israel-Hamas war. In the wake of Hamas' horrific Oct. 7, 2023, terrorist attack on Israel, Palestinian health officials say at least 50,000 people – including thousands of women and children – have died from Israeli airstrikes and bombings in the Gaza Strip. As the war drags on, protesters on both sides are speaking out and demanding that their governments do more to end the conflict. Shaiel Ben-Ephraim, an Israeli academic and host of the 'History of the Land' of Israel podcast, talks about the nuances of the protests and what they could mean for a potential end to the war.And in headlines: A federal appeals court temporarily reinstated most of President Donald Trump's Liberation Day tariffs, Secretary of State Marco Rubio said the U.S. will begin "aggressively" revoking the visas of Chinese college students, and the White House acknowledges errors in the hotly anticipated 'Make America Healthy Again' report.Show Notes:Check out Shaiel's podcast – https://tinyurl.com/5n8axdj2Subscribe to the What A Day Newsletter – https://tinyurl.com/3kk4nyz8What A Day – YouTube – https://www.youtube.com/@whatadaypodcastFollow us on Instagram – https://www.instagram.com/crookedmedia/For a transcript of this episode, please visit crooked.com/whataday

The Dispatch Podcast
Courts Cancel Liberation Day | Roundtable

The Dispatch Podcast

Play Episode Listen Later May 30, 2025 75:42


Mike Warren is joined by David French, Jonah Goldberg, Steve Hayes, and Grayson Logue to discuss the latest legal challenges to the Trump administration's Liberation Day tariffs and the most recent round of presidential pardons. The Agenda:—The Cases That Could Stop Trump's Tariffs—Will Trump double down on tariffs?—Openly corrupt pardons—Can the courts save American politics?—Trump's transactional politics—Russia-Ukraine peace talks—A new Putin—NWYT: Communal kid discipline? Show Notes—Ilya Somin for The Dispatch—Jake Tapper and Alex Thompson on The Remnant Learn more about your ad choices. Visit megaphone.fm/adchoices

American Prestige
News - Gaza Aid Disaster, Russia Offers New Peace Talks, Trump Freezes Student Visas

American Prestige

Play Episode Listen Later May 30, 2025 56:48


Subscribe now for an ad-free experience! In this week's news roundup: US-Iran negotiations might be making progress (1:02); in Israel-Palestine, a new aid program implemented gets people killed (6:30), the US proposes framework for a new peace deal* (11:01), and Israel creates 22 new West Bank settlements (15:54); cases of cholera are spiking in Sudan (17:35); Libya's eastern-based government may cut off its oil supply (19:23); Salva Kiir appoints a potential successor in South Sudan (21:51); jihadist activity appears to be on the rise in Mozambique (23:46); Mauritius and the UK sign a Chagos Islands deal (25:52); Russia offers to begin new peace talks (29:48) as Trump lashes out at Putin (35:06); the far right emerges as the main opposition in Portugal (38:29); President Petro in Colombia calls for a general strike (40:23); in the US, the Trump administration freezes student visas and revokes those for Chinese students (42:11), a court rules that the “Liberation Day” tariffs are unconstitutional*, and Elon Musk's term as “co-president” has come to an end (48:26). *Hamas has reportedly rejected this deal as it stands since the time of recording. **An appeals court has since agreed to a temporary pause in the decision.      Learn more about your ad choices. Visit megaphone.fm/adchoices

The WorldView in 5 Minutes
Illinois House approves physician-assisted suicide bill, FBI investigates leaked Dobbs Supreme Court ruling, Appeals court paused block of Trump's retaliatory tariffs

The WorldView in 5 Minutes

Play Episode Listen Later May 30, 2025 6:31


 It's Friday, May 30th, A.D. 2025. This is The Worldview in 5 Minutes heard on 125 radio stations and at www.TheWorldview.com.  I'm Adam McManus. (Adam@TheWorldview.com) By Adam McManus Christian burials denied in Odisha State, India In mid-May, villagers in Odisha State, India opposed the burial of a deceased Christian, reports International Christian Concern. Their claim? A Christian funeral would defile the gods and the land of the village. Sadly, authorities were unable to convince villagers to allow the burial, and the body was taken to another location. Although Christian burials have long been denied in India, these denials are increasingly occurring as a method of persecuting Christians in Odisha State. Three independent investigations conducted in Odisha between March and April pointed to an alarming rise in the number of Christians denied burial rights. The investigations concluded that the absence of state laws allocating burial land for Christians has enabled the trend. FBI investigates leaked Dobbs Supreme Court ruling FBI Deputy Director Dan Bongino announced Monday that he and FBI Director Kash Patel are going to “re-open” an investigation into the consequential 2022 leak of the U.S. Supreme Court's Dobbs decision, reports Life News. On May 2, 2022, Politico published a draft of a Supreme Court opinion, authored in February by Justice Samuel Alito, in the case of Dobbs v. Jackson Women's Health Organization. The official ruling was not released until June 24, 2022. The draft opinion made it evident that the Supreme Court was all but certain to rule in favor of the Mississippi pro-life law at the center of the case. A majority of justices on the Supreme Court were prepared to overturn the 1973 Roe v. Wade decision and the 1992 Planned Parenthood v. Casey decision which had extended broad federal legal protections to the practice of abortion. Politico cited a “person familiar with the court's deliberations” to confirm that Justices Clarence Thomas, Neil Gorsuch, Brett Kavanaugh, and Amy Coney Barrett had already voted in favor of Alito's opinion following oral arguments in December of 2021, yielding a five-justice majority to strike down Roe and Casey, as the pro-abortion precedents are known. Pro-abortion activists made clear that they intended to target pro-life pregnancy resource centers and Catholic parishes in response to the Dobbs leak. Indeed, more than 100 pro-life centers and churches were firebombed, smashed, ransacked, or vandalized with pro-abortion graffiti and threatening messages, reported Fox News.   Then, five weeks after the Dobbs leak, but before the official ruling was announced, a man flew from California to D.C. with the intention of going on a killing spree. His target? The pro-life Supreme Court justices. Nicholas Roske went to Kavanaugh's house first located in Montgomery County, Maryland. He was armed with a pistol and equipped with gear to break into the justice's house undetected. Appeals court paused block of Trump's retaliatory tariffs A federal appeals court granted the Trump administration's request to temporarily pause the Wednesday ruling of the  U.S. Court of International Trade which struck down most of President Donald Trump's tariffs, reports CNBC. The judges of the trade court had found that the 1970s-era law Trump had invoked to enact those tariffs, the International Emergency Economic Powers Act, does not “confer such unbounded authority” to presidents. The nationwide, permanent block they imposed covered all of the retaliatory tariffs that Trump issued in early April as part of his sweeping “Liberation Day” plan to reshape international trade with the rest of the world. Without a doubt, the Wednesday ruling destabilized a pillar of Trump's economic agenda. Illinois House approves physician-assisted suicide bill And finally, on Thursday, the Illinois House narrowly passed a controversial physician-assisted suicide bill (SB 1950 Amendment 2) by a vote of 63 to 42, with two members cowardly voting “present,” reports the Illinois Family Institute. Oddly enough, 11 state representatives did not cast a vote on the legislation. David Smith, the Executive Director, prayed this prayer on a video which was shared with fellow Christians. SMITH: “I pray, Lord, that many of these lawmakers who are on the fence would choose to err on the side of life and not on death. Lord, I pray that your people would rise up throughout the state of Illinois. I pray that many church leaders would speak up and let their state lawmakers know that this is unacceptable. Illinois should never accept or normalize suicide!” At its April 2025 annual meeting, the Illinois State Medical Society overwhelmingly voted to oppose legalizing physician-assisted suicide. This decision reflects the stance of most Illinois doctors against prescribing lethal medications. They took an oath to do no harm and certainly not to provide the means for their patients to end their lives. If you live in Illinois, send an email to your State Senator here. Scripture tells us that every person is created in the image of God (Genesis 1:27), and thus each life holds immeasurable value. Moreover, Exodus 20:13 records this command: "Thou shall not murder." Close And that's The Worldview on this Friday, May 30th, in the year of our Lord 2025. Subscribe for free by Spotify, Amazon Music or by iTunes or email to our unique Christian newscast at www.TheWorldview.com. Or get the Generations app through Google Play or The App Store. I'm Adam McManus (Adam@TheWorldview.com). Seize the day for Jesus Christ.

Up First
Court Blocks Most Trump Tariffs, Trump Grows Frustrated With Putin, CPAC Hungary

Up First

Play Episode Listen Later May 29, 2025 13:21


A federal court has blocked most of President Trump's "Liberation Day" tariffs. The judges said the president overstepped his authority when he put tariffs on nearly every country in the world last month. Trump also appears increasingly frustrated with Russian leader Vladimir Putin over Moscow's ongoing airstrikes in Ukraine. How could this affect any peace negotiations? And one of the largest right-wing political gatherings is getting underway in Eastern Europe.Want more comprehensive analysis of the most important news of the day, plus a little fun? Subscribe to the Up First newsletter.Today's episode of Up First was edited by Kara Platoni, Miguel Macias, Arezou Rezvani, HJ Mai and Lisa Thomson. It was produced by Ziad Buchh, Nia Dumas and Christopher Thomas. We get engineering support from Neisha Heinis, and our technical director is Carleigh Strange.Learn more about sponsor message choices: podcastchoices.com/adchoicesNPR Privacy Policy

Countdown with Keith Olbermann
LIBERATE THIS! JUDGES RULE TRUMP TARIFFS ILLEGAL - 5.29.25

Countdown with Keith Olbermann

Play Episode Listen Later May 29, 2025 56:05 Transcription Available


SEASON 3 EPISODE 130: COUNTDOWN WITH KEITH OLBERMANN A-Block (1:45) BREAKING NEWS: A Reagan judge, an Obama judge, and a Trump judge walk into a courtroom and rule Trump's "Liberation Day" tariffs - which not only crashed our economy but that of the entire world's - are not a legal use of the 1977 laws empowering him to take actions in the event of an economic emergency. This is not just any court. It's the United States Court of International Trade. Trump already appealed. Stephen Miller already called it a "judicial coup." The fact that America's corporations simply went along with Trump's crap when it knew - as the court knew - this was executive overreach - is its own problem. The halt on the tariffs will itself probably be halted by the appeals. So the re-shaping of the market will be re-re-shaped by the judges, and re-re-re-shaped by the further litigation. That, of course, is not Trump's problem. His only job is to break stuff. SPECIAL COMMENT: Now it's Governor Gretchen Whitmer has learned the lesson - twice. Never appease Trump, never negotiate with Trump, never cooperate with Trump, never support anything Trump wants, never do anything Trump wants. All that registers with him is: you are easier for him to destroy. She sucked up to him. She worked with him. He tricked her into appearing at his photo-op. She hid her face behind a folder like it was a perp walk. Now, he says he's looking into PARDONING THE TERRORISTS CONVICTED OF TRYING TO KIDNAP HER. There is only one way Gretchen Whitmer is going to SURVIVE Trump, Governor. Apple is going to SURVIVE Trump, Tim Cook. There is only one way Columbia is going to SURVIVE Trump, Claire Shipman. There is only one way the White House Correspondents are going to SURVIVE Trump, Eugene Daniels. If you haven’t figured it out yet, I’ll spell it out. Doing what he wants only tells him you will DO WHAT HE WANTS. So he comes back and gives you ANOTHER list of what he wants. He’s a blackmailer. He’s a crooked businessman. He’s a bully. There is only one way to SURVIVE Trump and that is to DESTROY Trump. In a world of White House Correspondents, be the PENTAGON Correspondents. In a world of Apples, be Wal-Mart. In a world of Columbias, be a Harvard. Put your hands on Trump’s shoulders and knee him in the groin. Stand up to him and you can then own HIM, like the Harvard newspaper op-ed writer who has proposed settling the disputes between her school and Trump by challenging Secretary of "Education" Linda McMahon, the wife of the wrestling slime bag, to a Steel Cage Match. ALSO: TRUMP CONFESSES to operating on Russia's behalf and to protecting Putin. HE LEARNS for the first time of the Wall Street analysts mocking him with the tariff acronym "TACO" ("Trump Always Chickens Out") and he chickens out. Turns out Tom Homan also worked for the top Private Prison company. A woman who contributed a million to Trump gets a pardon for her jailbird son. Anybody remember Rudy Giuliani's alleged boast he could sell you a pardon for two million, to be split between him and Trump. And a past president's grandson has died. The president he was the grandson of, left office in... 1845. B-Block (33:00) THE WORST PERSONS IN THE WORLD: Kristi Noem and the camel she rode in on. Jesse Watters and Rep. Tim Burchett try to make fun of men using straws not remembering there's a photo of Trump at Yankee Stadium using a straw. And boy did THIS sound familiar: Rupert Murdoch just buried a New York Post reporter who followed all the rules and instructions Murdoch's minions had laid out for him, because somebody didn't like the story... Just like in 2001 Rupert personally fired ME for doing exactly the same thing (C-Block 43:00 THINGS I PROMISED NOT TO TELL). The punchline is the reporter's name is Josh Kosman and last September he was the guy at The Post who called and told me they were about to update the RFK Jr/Olivia Nuzzi sexting story by claiming I had lived with Olivia. So I busted his scoop and put the story out immediately. Now we're in the Rupert Isn't A Journalist Club. See omnystudio.com/listener for privacy information.

The Chris Stigall Show
The Judges Who Rule America

The Chris Stigall Show

Play Episode Listen Later May 29, 2025 102:21


It's not secret Donald Trump has been the subject of lawyer for years now. When everything else failed to stop his election to a second term, the left used the last tool they had at their disposal to thwart his agenda as president. Judges. Yesterday, a new judicial panel out of New York you've likely never heard of has swooped in to declare Trump's "Liberation Day" tariff agenda unconstitutional. So what does that mean as Trump himself vows to appeal this to the Supreme Court? EJ Antoni from the Heritage Foundation discusses both this and the announcement that DOGE cuts are coming next week in the form of a new package called "rescission." Meanwhile, our friend Daniel Turner at Power The Future is questioning the legality and constitutionality of a number of executive orders signed under Joe Biden that Joe Biden likely never physically signed himself or even knew existed. And what's going to happen as the kids in the Senate get their hands on the "big, beautiful bill?" The former Secretary of the US Senate Kelly Johnston joins us to help explain.-For more info visit the official website: https://chrisstigall.comInstagram: https://www.instagram.com/chrisstigallshow/Twitter: https://twitter.com/ChrisStigallFacebook: https://www.facebook.com/chris.stigall/Listen on Spotify: https://tinyurl.com/StigallPodListen on Apple Podcasts: https://bit.ly/StigallShow-Help protect your wealth with real, physical gold and silver. Texas Bullion Exchange helps everyday Americans diversify with tailored portfolios, IRA rollovers, and expert support every step of the way.

Economist Podcasts
Duties bound: a Trump-tariff smackdown

Economist Podcasts

Play Episode Listen Later May 29, 2025 23:15


The US Court of International Trade ruled that Donald Trump's so-called fentanyl and Liberation Day tariffs constituted executive overreach. Now what? Artificial intelligence is on a wild ride through a well-known hype cycle—and is arriving at a “trough of disillusionment” (8:49). And a new book about Xi Jinping's father reveals much about the Chinese president himself (16:42).Get a world of insights by subscribing to Economist Podcasts+. For more information about how to access Economist Podcasts+, please visit our FAQs page or watch our video explaining how to link your account. Hosted on Acast. See acast.com/privacy for more information.

The David Pakman Show
5/29/25: Trump triggered by TACO trade, David considers leaving the country

The David Pakman Show

Play Episode Listen Later May 29, 2025 63:17


-- On the Show: — Federal court rules Trump's sweeping Liberation Day tariffs illegal, a massive blow to his second-term economic agenda — Trump declares all-out war on progressive values, using over 150 executive orders to dismantle DEI, environmental, and immigration protections — Republican lawmakers introduce a bill to defund medical schools that acknowledge systemic racism or teach diversity — Donald Trump appears visibly confused in a string of public gaffes, raising concerns about his cognitive fitness — Trump Press Secretary Karoline Leavitt implodes on Fox News, calling for fewer LGBTQ majors and more plumbers — Ben Shapiro turns on Trump over his weak stance on Ukraine, signaling cracks in right-wing media support — David contemplates contingency plans to leave the country as Trump ramps up authoritarian attacks — MAGA Congresswoman Ashley Hinson booed by her own constituents for praising Trump's economic agenda — Trump supporters finally confront the truth: they're never getting the Epstein files, and Trump doesn't want them released -- On the Bonus Show: Jordan Peterson's viral atheist debate moment, Trump's possible pardon of Whitmer kidnappers, and a Trump-friendly reality TV couple gets a $36M fraud pardon, much more...

The Intelligence
Duties bound: a Trump-tariff smackdown

The Intelligence

Play Episode Listen Later May 29, 2025 23:15


The US Court of International Trade ruled that Donald Trump's so-called fentanyl and Liberation Day tariffs constituted executive overreach. Now what? Artificial intelligence is on a wild ride through a well-known hype cycle—and is arriving at a “trough of disillusionment” (8:49). And a new book about Xi Jinping's father reveals much about the Chinese president himself (16:42).Get a world of insights by subscribing to Economist Podcasts+. For more information about how to access Economist Podcasts+, please visit our FAQs page or watch our video explaining how to link your account.

Marketplace All-in-One
With a key tariff strategy blocked, the White House eyes alternatives

Marketplace All-in-One

Play Episode Listen Later May 29, 2025 7:04


Now that a federal trade court has struck down the big package of Trump tariffs — announced in early April on what the president had called "Liberation Day" — the White House promises to appeal. And presidents have other tariff powers, using legal strategies with stronger track records. Plus: hurricane-resilient homes are paying off in Alabama, and a growing number of women are opting for single motherhood over the challenges of dating.

Marketplace Morning Report
With a key tariff strategy blocked, the White House eyes alternatives

Marketplace Morning Report

Play Episode Listen Later May 29, 2025 7:04


Now that a federal trade court has struck down the big package of Trump tariffs — announced in early April on what the president had called "Liberation Day" — the White House promises to appeal. And presidents have other tariff powers, using legal strategies with stronger track records. Plus: hurricane-resilient homes are paying off in Alabama, and a growing number of women are opting for single motherhood over the challenges of dating.

FreightCasts
Morning Minute | May 29, 2025

FreightCasts

Play Episode Listen Later May 29, 2025 2:54


There was a landmark decision by the U.S. Court of International Trade (CIT) striking down President Trump's “Liberation Day” tariffs. This ruling unanimously deemed the sweeping tariffs unconstitutional, including significant levies on goods from China, Mexico, and Canada. Retail diesel prices have resumed their downward trend, with the Department of Energy/Energy Information Administration benchmark price falling by 4.9 cents. The average weekly retail diesel price is now $3.487 per gallon. In container shipping, rates from Asia to the United States have surged. This increase is occurring as shippers navigate the aftermath of a temporary easing in US-China tariffs, with "fear and uncertainty" driving prices up. Tune in for a new episode of The Long Haul and check out the Enterprise Fleet Summit and the Supply Chain AI Symposium. Get registered for events at live.freightwaves.com. Learn more about your ad choices. Visit megaphone.fm/adchoices

Ransquawk Rundown, Daily Podcast
US Market Open: Sentiment boosted after NVIDIA results & CIT blocking Liberation Day tariffs

Ransquawk Rundown, Daily Podcast

Play Episode Listen Later May 29, 2025 4:48


Stocks boosted after NVIDIA's earnings and after the Manhattan-based Court of International Trade blocked President Trump's Liberation Day tariffs.NVIDIA (NVDA) shares +6% pre-market following earnings which beat on top and bottom lines despite incurring a USD 4.5bln charge in Q1; Q2 revenue outlook 45.0bln (exp. 46.4bln).US President Trump ordered US chip designers to stop selling to China, according to FT; US halts exporting aircraft engine technology and chip software to China, according to NYT.DXY firmer & havens broadly lag given the risk tone; USTs/XAU both in the red.Looking ahead, Highlights include US GDP 2nd Estimate (Q1), Core PCE Prices (Q1), Jobless Claims, SARB Policy Announcement, Swiss & Scandinavian Holiday, Speakers including Fed's Barkin, Goolsbee, Kugler & Daly, BoE's Bailey & Breeden, Supply from the US Earnings from Marvell, Costco, Dell, Gap, ULTA, Foot Locker, Best Buy & Kohl's.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Ransquawk Rundown, Daily Podcast
Europe Market Open: Risk-on following NVIDIA beat & court tariff ruling

Ransquawk Rundown, Daily Podcast

Play Episode Listen Later May 29, 2025 5:37


APAC stocks were mostly higher with sentiment underpinned following NVIDIA's earnings and after the Manhattan-based Court of International Trade blocked President Trump's Liberation Day tariffs.NVIDIA (NVDA) shares rose 4.9% after hours following earnings which beat on top and bottom lines despite incurring a USD 4.5bln charge in Q1; Q2 revenue outlook 45.0bln (exp. 46.4bln).US President Trump ordered US chip designers to stop selling to China, according to FT; US halts exporting aircraft engine technology and chip software to China, according to NYT.FOMC Minutes stated participants agreed they were well positioned to wait for more clarity on the outlook.European equity futures indicate a higher cash market open with Euro Stoxx 50 futures up 1.4% after the cash market closed with losses of 0.7% on Wednesday.Looking ahead, highlights include Spanish Retail Sales, Italian Industrial Sales, US GDP 2nd Estimate (Q1), Core PCE Prices (Q1), Jobless Claims, SARB Policy Announcement, Swiss & Scandinavian Holiday, Speakers including Fed's Barkin, Goolsbee, Kugler & Daly, BoE's Bailey & Breeden, Supply from Italy & US Earnings from Marvell, Costco, Dell, Gap, ULTA, Foot Locker, Best Buy & Kohl's.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Hirewell Recruiting Insights
Q2 Check-In: A Slower Start, Promising Momentum - The Hirewell Update

Hirewell Recruiting Insights

Play Episode Listen Later May 28, 2025 14:10


In this quarterly update, Emily and Ryan hosted Hirewell CEO, Matt Massuci, where they dove into company-wide and practice-specific hiring trends from the start of 2025. While January and February lagged behind expectations—down 10% year-over-year—March brought a 25% surge, signaling renewed momentum. Executive search and interim hiring are on the rise, even as Solutions work has slowed. Despite external factors like Liberation Day causing brief delays, the last six weeks were the strongest of the year, especially the past two. Practice leads weigh in with mixed performance: CF and GTM are seeing higher deal volumes but softer billing, Industrial is driving growth through high-level searches, and Tech, while down, appears to be stabilizing. Net-net: 2025 began slower than 2024, but all signs point to a strong rebound.

The Realignment
554 | Ian Fletcher: Why Industrial Policy and Managed Trade Are Key to America's Future

The Realignment

Play Episode Listen Later May 27, 2025 53:20


REALIGNMENT NEWSLETTER: https://therealignment.substack.com/PURCHASE BOOKS AT OUR BOOKSHOP: https://bookshop.org/shop/therealignmentEmail Us: realignmentpod@gmail.comIan Fletcher, co-author of Industrial Policy for the United States: Winning the Competition for Good Jobs and High-Value Industries, joins The Realignment. Marshall and Ian discuss what industrial policy actually means and why it includes trade policy, the rise and fall of free trade orthodoxy, what went right and wrong with Trump and Biden's industrial policy strategies, why "Liberation Day" isn't enough to reindustrialize America, and which industries and technologies the U.S. should focus its attention on. 

Thoughtful Money with Adam Taggart
Think 5% Bond Yields Are High? You Ain't Seen Nothing Yet... | Jim Bianco

Thoughtful Money with Adam Taggart

Play Episode Listen Later May 27, 2025 66:34


The Game of Thrones Tariff Edition continues at its wild, unpredictable & ever-changing pace.The latest development as of this recording has the US placing a pause on its recently-announced 50% tariffs on the EU until July 9th.As we now have a *little* more clarity and data to look at since Trump's Liberation Day, what conclusions can we start drawing about the implications of these tariffs?Are they strengthening or weakening America's hand? Are they inflationary? Are US consumers better or worse off, on net?For insights, we have the good fortune today to welcome back to the program Jim Bianco, President and Macro Strategist at Bianco Research, LLC.WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com#bonds #bondyields #interestrates _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It's important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer's unique goals, needs & risk tolerance.IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security's or a firm's past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2025 Thoughtful Money LLC. All rights reserved.

Equity Mates Investing Podcast
Bitcoin hits all-time highs, why Ren owns Catapult & Pimp my Portfolio with Matt Ingram

Equity Mates Investing Podcast

Play Episode Listen Later May 25, 2025 35:01


In the week after Liberation Day, Bitcoin fell 12% and hit a low of US$75,000. Since then, it has absolutely ripped. The blue-chip cryptocurrency is up more than 45% and last week reached an all-time high of US$110,000. The most volatile ride in finance continues! We unpack what you need to know in another big episode:Sports analytics company Catapult's latest report OpenAI is getting into hardware Matt Ingram returns for Pimp my Portfolio —------Want to get involved in the podcast? Record a voice note or send us a message—------Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we've got you covered.Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)Check out our latest show: Basis Points (Apple | Spotify | YouTube) and read the accompanying Basis Points email—------Looking for some of our favourite research tools?Download our free 4-step stock checklistFind company information on TIKRScreen the market with GuruFocusResearch reports from Good ResearchTrack your portfolio with Sharesight—------In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. —------Equity Mates Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

Thoughts on the Market
Midyear U.S. Outlook: Equity Markets a Step Ahead?

Thoughts on the Market

Play Episode Listen Later May 23, 2025 4:21


Global trade tensions have eased after a steadying in U.S. policy shifts, leading our CIO and Chief U.S. Equity Strategist Mike Wilson to make a more bullish case for the second half of 2025.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, I will discuss recent developments on tariffs and interest rates, and how it affects our 12 month view for U.S. Equities.It's Friday, May 23rd at 9am in New York.So, let's get after it.The reduction in the headline tariff rate on China from 145 percent to 30 percent extended the rally in stocks last week and should help to support both corporate and consumer confidence. More importantly, the 90-day détente came at a critical juncture, in my view, as a few more weeks of what was essentially a trade embargo would have likely led to a recession.Equity market volatility also subsided considerably amid the decline in trade policy uncertainty. In fact, both measures peaked well before the deal with China came together and are now back below where they were pre-Liberation Day. To me, this means trade headwinds have likely peaked in rate of change terms and are unlikely to return to such levels again. This would fit with the capitulatory price action we saw in early April with the average stock in the S&P 500 experiencing a 30 percent drawdown. In short, while the lagging hard data is likely to come in softer over the next coming months, the equity market already priced it in April. In the event of a recession that still arrives, we think the April lows will still hold, assuming it's a mild one with manageable risk to credit and funding markets.As further support for stocks, earnings revisions breadth appears to have bottomed. This indicator has leading properties in terms of the direction of earnings forecasts and is an important gauge of corporate confidence, in our view. The combination of upside momentum in revision breadth and last week's deal with China has placed the S&P 500 firmly back in our original pre-Liberation Day first half range of 5500-6100. Having said that, we think continued upward progress in earnings revisions breadth into positive territory will be necessary to break through 6100 in the near term, given the stickiness of 10-year Treasury yields.Amidst these developments, we released our mid -year outlook earlier this week and updated our base, bear and bull case targets for the S&P 500. In short, we effectively pushed out the timing of our original 6500 price target for the end of this year to 12 months from today. This is mainly due to a less dovish Fed and therefore higher 10-year Treasury yields than our economists and rates strategists expected at the end of last year. We also trimmed our EPS forecasts modestly to adjust for higher than expected tariff rates, at least for now.Looking ahead, we are more bullish today than we were at the end of last year given the growth negative policy announcements are now behind us and the Fed's next move is likely to be multiple cuts. In short, the rate of change on earnings revisions breadth, interest rates and policy changes from the administration are all now pointing in a positive direction, the opposite of six months ago and why I was not bullish on the first half of this year.The near-term risk for U.S. equities remains very overbought conditions and interest rates. With the Fed on hold due to lingering inflation concerns and Moody's downgrade of U.S. Treasury debt last Friday, 10-year Treasury yields are back above 4.5 percent; the level where the correlation between equities and rates tends to move back into negative territory. Ultimately, we think the Treasury and Fed have tools they can and will use to manage this risk. However, in the short term, this is a potential catalyst for the S&P 500 to take a break and even lead to a 5 percent correction. We would look to add equity risk into such a correction should it materialize given our bullish 6-12-month view.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!

Cloud Accounting Podcast
Intuit's Tariff on Developers, Arizona Tariff Shelters, $1T Stolen Annually from US

Cloud Accounting Podcast

Play Episode Listen Later May 22, 2025 71:26


Could the Pope be on the hook for US taxes? As the first American elected Pope, Leo XIV faces an unusual conundrum under US citizenship rules. Meanwhile, Intuit's controversial new API pricing has developers reeling, and Hector Garcia joins the conversation to explain why this "tariff" threatens the entire QuickBooks ecosystem. Blake and David also examine how companies use foreign trade zones to dodge Trump's tariffs, unpack the AICPA's new CPA licensure model, and reveal shocking numbers on government fraud that could approach $1 trillion annually. Plus, discover why 99.99% of Trump Memecoin buyers lost money while just 58 wallets walked away with billions.Sponsors REFRAME 2025 - http://accountingpodcast.promo/reframe2025 TeamUp - http://accountingpodcast.promo/teamupBluevine - http://accountingpodcast.promo/bluevine (Bluevine is a financial technology company, not a bank. Banking Services provided by Coastal Community Bank, Member FDIC.) Payhawk - http://accountingpodcast.promo/payhawkChapters(01:54) - South Carolina State Treasurer Ousted (04:04) - Deal CEO Relocates Amid Lawsuit (05:28) - Live Stream Interactions (07:29) - Introducing Hector Garcia and Reframe (08:19) - Intuit Developer Program Changes (09:53) - Discussion on API Charges and Developer Impact (16:37) - Speculations and Theories on Intuit's Strategy (28:56) - Reframe Conference Details (31:30) - Trump's Tariffs and Foreign Trade Zones (33:52) - Introduction to Free Trade Zones (34:42) - Arizona's Dominance in Free Trade Zones (37:41) - Legal Challenges to Trump's Tariffs (40:29) - Intuit's Political Maneuvering (44:53) - New CPA Licensure Model (57:43) - Fraud and Government Inefficiencies (01:06:27) - Closing Remarks and New Podcasts  Show NotesSouth Carolina Senate votes to remove state treasurer over $1.8 billion accounting error https://www.thestate.com/news/politics-government/article287284067.htmlDeal CEO Alex Bouaziz relocates to Dubai amid Rippling lawsuit https://techcrunch.com/2024/04/15/deal-ceo-alex-bouaziz-has-relocated-to-dubai-amid-the-rippling-lawsuit/Rippling raises $450 million at $16.8 billion valuation https://techcrunch.com/2024/04/16/rippling-raises-450m-at-16-8b-valuation/AICPA and NASBA release model legislation for new CPA licensure pathway https://www.journalofaccountancy.com/news/2024/apr/aicpa-nasba-release-model-legislation-new-cpa-licensure-pathway.htmlFlorida Institute of CPAs successfully pauses bill to eliminate licensing boards https://www.ficpa.org/article/ficpa-advocacy-update-on-house-bill-639American Pope Leo XIV may need to file US tax returns https://www.cnbc.com/2024/04/23/american-pope-leo-xiv-may-need-to-file-us-tax-returns.htmlForeign Trade Zones become tariff shelters amid Trump's trade policies https://www.wsj.com/economy/tariffs/foreign-trade-zones-become-tariff-shelters-for-small-firms-a5e81093Federal court questions constitutionality of Trump's Liberation Day tariffs https://www.reuters.com/legal/us-trade-court-questions-legality-biden-tariffs-2024-04-17/Elon Musk stepping aside at DOGE while work continues through 2026 https://www.axios.com/2024/04/22/elon-musk-stepping-aside-doge-juneIRS fails to meet improper payment rate goals for refundable tax credits https://www.treasury.gov/tigta/auditreports/2024reports/202440032fr.pdfCriminal groups stealing up to $1 trillion from US government programs https://www.nbcnews.com/business/economy/hackers-stealing-us-government-money-rcna15002499.99% of Trump Memecoin buyers lost money while 58 wallets made over $10 million each https://www.chainalysis.com/reports/trump-memecoin-analysis-2024/Intuit's record lobbying spending and Republican support to eliminate IRS Direct File https://www.opensecrets.org/news/2024/04/intuit-turbotax-parent-spends-record-on-lobbying-amid-direct-file-rollout/Intuit Developer Program Changes https://developer.intuit.com/app/developer/homepageNeed CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube:

The Rob Vinall Podcast
Rob's 2025 Postcard from Around the World

The Rob Vinall Podcast

Play Episode Listen Later May 22, 2025 31:32


Rob describes a recent trip he made to China, Japan and the US and discusses what he learned. As the trip started shortly after President Trump declared Liberation Day on 2 April, the trade war and tariffs were a recurring topic of the trip. The postcard discusses the trade war, but it is not just about the trade war. The trade war is in the news today but news cycles get ever shorter. It is important not to be so focused on the news that you miss the bigger picture.As such, the postcard also touches on broader developments in China including AI, Electric Vehicles and the growing prominence of Chinese companies.

THE STANDARD Podcast
Morning Wealth | จับตาภาษี ‘ทรัมป์' หลัง 12 รัฐ ยื่นฟ้องศาลให้ระงับภาษี Liberation Day | 22 พฤษภาคม 2568

THE STANDARD Podcast

Play Episode Listen Later May 22, 2025 59:16


เกาะติดสถานการณ์ หลัง 12 รัฐในสหรัฐฯ ยื่นฟ้องต่อศาล ขอให้ระงับภาษี Liberation Day ของประธานาธิบดี ‘ทรัมป์' ชี้ใช้อำนาจเกินขอบเขต รายละเอียดเป็นอย่างไร วิเคราะห์ความเสี่ยงเศรษฐกิจสหรัฐฯ และผลกระทบตลาดหุ้น หลัง Moody's หั่นเรตติ้งต่ำกว่า Aaa ในรอบ 100 ปี ท่ามกลางสงครามภาษีที่ยังไม่แน่นอน พูดคุยกับ ชาตรี โรจนอาภา CFA, FRM Head of Investment Consultant SCB CIO ธนาคารไทยพาณิชย์

Tribal Research Specialist: The Podcast
#62 - Indigenous Wisdom or Intellectual Tourism: Problematizing Indigenous Academic Knowledge

Tribal Research Specialist: The Podcast

Play Episode Listen Later May 21, 2025 91:40 Transcription Available


Send us a textDiscussion on Facetiousness and Cultural References 0:00Indigenizing and Decolonizing Literature 6:11Thanksgiving, Columbus Day, and Liberation Day 11:02Challenges of Academic Engagement 17:15Sovereignty and Indigenous Knowledge 31:32Data Sovereignty and Academic Validation 50:40The Role of Indigenous Scholars 59:59The Impact of Academic Research on Indigenous Communities 1:03:06The Role of Traditional Knowledge in Academia 1:10:48The Importance of Cultural Context in Academic Research 1:13:28Validation of Expertise and Cultural Practices 1:15:23Challenges of Balancing Modern and Traditional Roles 1:28:53Reflecting on Sovereignty and Expertise 1:29:08Planning for Future Discussions 1:30:15Hosts: Aaron Brien (Apsáalooke), Salisha Old Bull (Salish/Apsáalooke), (Shandin Pete (Salish/Diné). How to cite this episode (apa)Pete, S. H., Brien, A. & Old Bull, S. A. (Hosts). (2025, May 20). #62 - Indigenous Wisdom or Intellectual Tourism: Problematizing Indigenous Academic Knowledge [Audio podcast episode]. In Tribal Research Specialist:The Podcast. Tribal Research Specialist, LLC. https://tribalresearchspecialist.buzzsprout.comHow to cite this podcast (apa)Pete, S. H., & Brien, A. (Hosts). (2020–present). Tribal Research Specialist:The Podcast [Audio podcast]. Tribal Research Specialist, LLC. https://tribalresearchspecialist.buzzsprout.com/Podcast Website: tribalresearchspecialist.buzzsprout.comApple Podcast: https://podcasts.apple.com/us/podcast/tribal-research-specialist-the-podcast/id1512551396Spotify: open.spotify.com/show/1H5Y1pWYI8N6SYZAaawwxbX: @tribalresearchspecialistFacebook: www.facebook.com/TribalResearchSpecialistYouTube: www.youtube.com/channel/UCL9HR4B2ubGK_aaQKEt179QSupport the show

Conversations with Ricardo Karam
#69 Dr. Karam Karam: A Legacy of Integrity and Service I الدكتور كرم كرم: رحلة من النزاهة والخدمة

Conversations with Ricardo Karam

Play Episode Listen Later May 21, 2025 50:34


Send us a textIn this episode, Ricardo Karam meets with Dr. Karam Karam, Clinical Professor of Medicine at the American University of Beirut, former Minister of Health, and one of the leading figures in public health reform in Lebanon and the Arab world.Dr. Karam shares his journey from the southern Lebanese town of Al-Khyam, where his father was tragically assassinated to becoming a global advocate for healthcare, education, and reform. He talks about the deep connection to his roots, the significance of Liberation Day, and how personal loss shaped his lifelong dedication to service.He reflects on his education at AUB, his medical training in the U.S., and his return to Lebanon where he introduced minimally invasive surgery to the region. Dr. Karam dives into his tenure as Minister of Health, where he spearheaded crucial reforms, including the creation of a national health financing agency, improved access to medication, and greater autonomy for public hospitals. Through his words, Dr. Karam gives us a glimpse into the challenges of leadership, the responsibilities of public office, and the belief that progress begins with people. He also opens up about his family, including his wife, Dr. Anne Marie Karam, and their three children, each following inspiring paths in medicine, research, and international consulting.Join Ricardo Karam and Dr. Karam Karam in an intimate conversation about memory, medicine, and the mission to serve.في هذه الحلقة، يلتقي ريكاردو كرم بالدكتور كرم كرم، أستاذ الطب السريري في الجامعة الأميركية في بيروت، وزير الصحة السابق، وأحد الشخصيات البارزة في إصلاحات الصحة العامة في لبنان والعالم العربي.يشارك د. كرم رحلته من بلدة الخيام الجنوبية في لبنان، حيث تمّ اغتيال والده بشكل مأساوي، إلى أن أصبح مدافعاً عالمياً عن الرعاية الصحية والتعليم والإصلاح. يتحدث عن ارتباطه العميق بجذوره، وأهمية يوم التحرير، وكيف أن الخسارة الشخصية شكلت التزامه الطويل الأمد بالخدمة.يتأمل في تعليمه في الجامعة الأميركية في بيروت، وتدريبه الطبي في الولايات المتحدة، وعودته إلى لبنان حيث قدّم جراحة المناظير إلى المنطقة. يغوص د. كرم في فترة عمله كوزير للصحة، حيث قاد إصلاحات هامة، بما في ذلك إنشاء وكالة تمويل الصحة الوطنية، وتحسين الوصول إلى الأدوية، وزيادة استقلالية المستشفيات العامة. كما يفتح قلبه عن عائلته، بما في ذلك زوجته، د. آن ماري كرم، وأولادهما الثلاثة، الذين يسلك كل منهم مساراً ملهمًا في الطب والبحث والاستشارات الدولية.انضموا إلى ريكاردو كرم ود. كرم كرم في محادثة حميمية حول الذاكرة، والطب، ورسالة الخدمة.

Residential Tech Talks
Episode 194: CEDIA Shares Updates on its Advocacy Efforts

Residential Tech Talks

Play Episode Listen Later May 20, 2025 22:40


Shortly after the association's second-annual Smart Home on Capitol Hill Day – and on the heels of the "Liberation Day" announcements – we sat down with CEDIA to talk about the issues that are impacting the custom integration channel. Daryl Friedman, global president and CEO, and Darren Reaman, director of government relations, recap the event, talk tariffs, and much more on this week's episode.

Thoughts on the Market
Market Risks Persist After U.S.-China Trade Detente

Thoughts on the Market

Play Episode Listen Later May 19, 2025 4:23


Markets have reacted positively to the U.S.-China détente in tariffs. Our Chief Fixed Income Strategist, Vishy Tirupattur, digs into the rallies to better understand potential longer-term outcomes.Read more insights from Morgan Stanley.----- Transcript -----Vishy Tirupattur: Welcome to Thoughts on the Market. I am Vishy Tirupattur, Morgan Stanley's Chief Fixed Income Strategist. Today I'll talk about the impact of last week's 90-day pause in the reciprocal tariffs between the U.S. and China, and the impact on the economy and markets.It's Monday, May 19th at 11am in New York.Market response to last Monday's announcement has been resoundingly positive. The S&P 500 was up 4.5 percent in the first four days since the announcement and the year-to-date returns are back in the black after Liberation Day drove steep declines in April.Credit markets have also rallied, notably with the investment grade spreads tightening by over 10 basis points and high yield spreads by over 50 basis points. And the Treasury market took out 50 basis points of rate cuts in 2025, leaving market implied rate cuts by the end of 2026 at around 100 basis points.While these moves across markets are significant, it is really important to put them into perspective and tease out what this detente in trade tensions implies. And more importantly, what it does not imply.On the positive side, we think that the de-escalation reduces the risk of a sudden stop in trade volumes and a sharp rise in unemployment rate. While this is clearly just a truce and we don't know exactly where the tariffs between the two largest economies in the world will end up, it seems reasonable to infer that tariffs in the vicinity of 125 percent or 145 percent are substantially less likely now. Overall, the probability of a U.S. recession, therefore, has fallen on the margin.To be clear, a recession during 2025 was never really our base case. But the de-escalation shifts risks in the direction of a little more growth, a little less inflation, and keeps unemployment rate at near current levels. If the world before Liberation Day was bimodal and close to a coin toss; it is still bimodal, but skewed towards an expansion, not contraction. Since we were in the expansion mode to begin with, this detente gives us greater comfort in our baseline outlook and strengthens our conviction that the Fed will remain on hold for rest of the year.The positive vibes from Geneva not withstanding, we would stress that it is far from clear that the 90-day pause is an uncertainty clearing event. Trade tensions are likely to remain elevated. The administration is still investigating tariffs on pharmaceuticals, semiconductors, copper, and other products. It is also unclear if the template of negotiations between the U.S. and China can work for other regions, especially Europe. Even if U.S. tariffs on imports from China and the rest of the world end up roughly around the current levels, they would still be about four times higher than the levels at the start of the year.This means inflation should continue to move higher into year end, with the surge that peaks in the third quarter. While the impulse inflation from tariffs is likely to be smaller, it still is coming. Likewise, higher tariffs will dampen growth even though recession will continue to be avoided.For risk markets, we think that the detente has reduced the risk of substantial drawdowns. While policy uncertainty about the ultimate level of tariff remains, a return to last month's mind-boggling volatility driven by trade policy is probably behind us. So, it's unlikely that we will see markets revisiting the lows of April in the near term.For credit markets, a lower likelihood of recession is indeed welcome news, especially considering the current strong credit fundamentals. With the market taking out a couple of rate cuts, the all in yields for credit remain in the range to sustain the demand for yield buyers such as insurance companies.Thanks for listening. If you enjoy the show, leave us a review wherever you listen and share Thoughts on the Market with a friend or colleague today.

Bankless
Arthur Hayes: Money Printing & The Crypto Bet

Bankless

Play Episode Listen Later May 19, 2025


Arthur Hayes returns to Bankless for a wide-ranging macro and crypto conversation. We cover why ETH ripped, why the Trump administration might walk away from US treasuries as the global reserve asset, and why capital controls—not tariffs—could redefine the global economic order. Arthur lays out his full thesis on how a massive shift in global liquidity is unfolding, what it means for crypto, and why he's betting big on Bitcoin, gold, and “buying everything” as the money printers rev up again. ------

The Real Investment Show Podcast
5-19-25 Prepare for Pullback

The Real Investment Show Podcast

Play Episode Listen Later May 19, 2025 6:03


Markets have enjoyed a 19% rally from the Liberation Day lows (such declines do not happen often, and worth paying attention to when they do). Markets are currently around 2% below all-time highs, having almost fully-recovered from the decline in just the last three weeks. In terms of momentum and market strength, we're extremely over bought, and the markets need a pause to refresh. The Moody's Debt Downgrade will provide pressure on the bond and stock markets, which is no surprise. Will the Moody's move be the event that brings sellers to market? Markets will pull back; but if we're going to advance again to new, all-time highs, markets will need to hold at support at about the 200-DMA. If that fails, markets will drop down to the 50- and 20-DMA, around 5,550-ish.   Hosted by RIA Chief Investment Strategist, Lance Roberts, CIO  Produced by Brent Clanton, Executive Producer ------- Watch the video version of this podcast: https://www.youtube.com/watch?v=hAR6Dr4E-UE&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Get more info & commentary:  https://realinvestmentadvice.com/insights/real-investment-daily/ ------- Register for our next in-person event, "Retirement Income Empowerment Workshop," June 14, 2025: https://tracking.realinvestmentadvice.com/l/1052953/2025-05-08/ysxr ------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #MarketRally #MarketPullback #BuyTheDip #RaiseCash #MarketConsolidation #20DMA #50DMA #100DMA #200DMA #InvestingAdvice #Money #Investing

TD Ameritrade Network
Cuggino's Picks: NVDA, LMT, CVX & More

TD Ameritrade Network

Play Episode Listen Later May 18, 2025 10:21


Michael Cuggino discusses his firm's moves since the “Liberation Day” market sell-off. He emphasizes the importance of diversification across sectors and asset classes, and is also looking for companies with pricing power and strong dividends. He still likes Nvidia (NVDA) but says it's “not a cheap stock” right now. He also likes LMT and CVX and goes over his fixed-income strategy with the expectation that the Fed will cut rates “at some point.”======== 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

Trumpcast
Slate Money | Did You Fill Yer Boots With Stocks?

Trumpcast

Play Episode Listen Later May 17, 2025 48:06


This week: The stock market is coming back after its post Liberation Day fall. Felix Salmon, Emily Peck, and Elizabeth Spiers discuss what this does, and mostly doesn't, signal about the economy under Trump. Then, one stock that is not doing well at all is the UnitedHealth Group. The hosts explain the perfect storm the company has found itself in, and examine if that's actually the reason for its decline in the market. And finally, did you know there was insurance for self-defense shootings and AI chatbot errors? In the Slate Plus episode: Can a (very expensive) calendar fix your marriage?  Want to hear that discussion and hear more Slate Money? Join Slate Plus to unlock weekly bonus episodes. Plus, you'll access ad-free listening across all your favorite Slate podcasts. You can subscribe directly from the Slate Money show page on Apple Podcasts and Spotify. Or, visit slate.com/moneyplus to get access wherever you listen. Podcast production by Jessamine Molli and Cheyna Roth. Learn more about your ad choices. Visit megaphone.fm/adchoices

Slate Money
Did You Fill Yer Boots With Stocks?

Slate Money

Play Episode Listen Later May 17, 2025 48:06


This week: The stock market is coming back after its post Liberation Day fall. Felix Salmon, Emily Peck, and Elizabeth Spiers discuss what this does, and mostly doesn't, signal about the economy under Trump. Then, one stock that is not doing well at all is the UnitedHealth Group. The hosts explain the perfect storm the company has found itself in, and examine if that's actually the reason for its decline in the market. And finally, did you know there was insurance for self-defense shootings and AI chatbot errors? In the Slate Plus episode: Can a (very expensive) calendar fix your marriage?  Want to hear that discussion and hear more Slate Money? Join Slate Plus to unlock weekly bonus episodes. Plus, you'll access ad-free listening across all your favorite Slate podcasts. You can subscribe directly from the Slate Money show page on Apple Podcasts and Spotify. Or, visit slate.com/moneyplus to get access wherever you listen. Podcast production by Jessamine Molli and Cheyna Roth. Learn more about your ad choices. Visit megaphone.fm/adchoices

Slate Daily Feed
Slate Money | Did You Fill Yer Boots With Stocks?

Slate Daily Feed

Play Episode Listen Later May 17, 2025 48:06


This week: The stock market is coming back after its post Liberation Day fall. Felix Salmon, Emily Peck, and Elizabeth Spiers discuss what this does, and mostly doesn't, signal about the economy under Trump. Then, one stock that is not doing well at all is the UnitedHealth Group. The hosts explain the perfect storm the company has found itself in, and examine if that's actually the reason for its decline in the market. And finally, did you know there was insurance for self-defense shootings and AI chatbot errors? In the Slate Plus episode: Can a (very expensive) calendar fix your marriage?  Want to hear that discussion and hear more Slate Money? Join Slate Plus to unlock weekly bonus episodes. Plus, you'll access ad-free listening across all your favorite Slate podcasts. You can subscribe directly from the Slate Money show page on Apple Podcasts and Spotify. Or, visit slate.com/moneyplus to get access wherever you listen. Podcast production by Jessamine Molli and Cheyna Roth. Learn more about your ad choices. Visit megaphone.fm/adchoices

Financial Sense(R) Newshour
Liberation Day Crash to Skyrocketing Rally: Art Hill on What's Next

Financial Sense(R) Newshour

Play Episode Listen Later May 17, 2025 19:37


May 16, 2025 – Art Hill, Chief Technical Strategist at TrendInvestorPro.com, discusses the stock market's dramatic V-shaped recovery with Jim Puplava after a steep April plunge triggered by Liberation Day. Hill's breadth indicators signaled...

Thrilling Tales of Modern Capitalism
Slate Money | Did You Fill Yer Boots With Stocks?

Thrilling Tales of Modern Capitalism

Play Episode Listen Later May 17, 2025 48:06


This week: The stock market is coming back after its post Liberation Day fall. Felix Salmon, Emily Peck, and Elizabeth Spiers discuss what this does, and mostly doesn't, signal about the economy under Trump. Then, one stock that is not doing well at all is the UnitedHealth Group. The hosts explain the perfect storm the company has found itself in, and examine if that's actually the reason for its decline in the market. And finally, did you know there was insurance for self-defense shootings and AI chatbot errors? In the Slate Plus episode: Can a (very expensive) calendar fix your marriage?  Want to hear that discussion and hear more Slate Money? Join Slate Plus to unlock weekly bonus episodes. Plus, you'll access ad-free listening across all your favorite Slate podcasts. You can subscribe directly from the Slate Money show page on Apple Podcasts and Spotify. Or, visit slate.com/moneyplus to get access wherever you listen. Podcast production by Jessamine Molli and Cheyna Roth. Learn more about your ad choices. Visit megaphone.fm/adchoices

The Dishcast with Andrew Sullivan
David Graham On Project 2025

The Dishcast with Andrew Sullivan

Play Episode Listen Later May 16, 2025 48:15


This is a free preview of a paid episode. To hear more, visit andrewsullivan.substack.comDavid Graham is a political journalist. He's a long-time staff writer at The Atlantic and one of the authors of the Atlantic Daily newsletter. His new book is The Project: How Project 2025 Is Reshaping America. We go through the agenda and hash out the good and the bad.For two clips of our convo — on whether SCOTUS will stop Trump, and what a Project 2029 for Dems might look like — pop over to our YouTube page.Other topics: growing up in Akron; his dad the history prof and his mom the hospital chaplain; aspiring to be a journo since reading Russell Baker as a kid; the origins of Project 2025; its director Paul Dans; Heritage and Claremont; the unitary executive; the New Deal; the odd nature of independent agencies; Dominic Cummings' reform efforts in the UK; Birtherism; Reaganites in Trump 1.0 tempering him; Russiagate; the BLM riots vs Jan 6; equity under Biden; Russell Vought and Christian nationalism; faith-based orgs; Bostock; the trans EO by Trump; our “post-constitutional moment”; lawfare; the souped-up Bragg case; Liberation Day and its reversal; Biden's industrial policy; the border crisis; Trump ignoring E-Verify; Labour's new shift on migration; Obama and the Dreamers; Trump's “emergencies”; habeas corpus; the Ozturk case; the Laken Riley Act; the abundance agenda; the national debt; DOGE; impoundment and Nixon; trans women in sports; Seth Moulton; national injunctions; judge shopping; and trying to stay sane during Trump 2.0 and the woke resistance.Coming up: Jake Tapper and Alex Thompson on the Biden years, Sam Tanenhaus on Bill Buckley, Walter Isaacson on Ben Franklin, Tara Zahra on the last revolt against globalization after WWI, NS Lyons on the Trump era, Arthur C. Brooks on the science of happiness, and Paul Elie on his book The Last Supper: Art, Faith, Sex, and Controversy in the 1980s. Please send any guest recs, dissents, and other comments to dish@andrewsullivan.com.

Marketplace All-in-One
Is the U.S. investment safe haven looking less safe?

Marketplace All-in-One

Play Episode Listen Later May 15, 2025 7:11


Amid the uncertainty triggered by President Donald Trump's "Liberation Day" tariff announcements, many investors started looking for places outside the U.S. to park their capital. One beneficiary? Japan. More foreign money flowed into Japanese stocks and bonds than ever before — about $50 billion worth. Also on this morning's show: a conversation about the value of the U.S. dollar and what happens if it loses its status as the reserve currency.

Marketplace Morning Report
Is the U.S. investment safe haven looking less safe?

Marketplace Morning Report

Play Episode Listen Later May 15, 2025 7:11


Amid the uncertainty triggered by President Donald Trump's "Liberation Day" tariff announcements, many investors started looking for places outside the U.S. to park their capital. One beneficiary? Japan. More foreign money flowed into Japanese stocks and bonds than ever before — about $50 billion worth. Also on this morning's show: a conversation about the value of the U.S. dollar and what happens if it loses its status as the reserve currency.

Sinica Podcast
NEW! China Talking Points Ep. 1: Trade Truce, J-10C Dogfight, and What Comes Next

Sinica Podcast

Play Episode Listen Later May 15, 2025 64:49


The Sinica Network proudly presents a new podcast: China Talking Points, featuring Kaiser Kuo (host of the Sinica Podcast), Eric Olander (host of the China-Global South Podcast and China In Africa Podcast) and Andrew Polk, co-founder of Trivium China and host of its podcast. We'll be joined regularly by Lizzi Lee, Fellow on Chinese Economy at the Asia Society Policy Institute's (ASPI) Center for China Analysis. Tune in live every other week for unscripted thoughts on the major China-related news of the week.This week, we focused on the truce in the trade war that Donald Trump launched with the so-called "Liberation Day" tariffs of April 9. U.S. Treasury Secretary Scott Bessent and U.S. Trade Representative Jamieson Greer met with top Chinese trade negotiator He Lifeng and his team in Geneva over the weekend, and we look at what came out of those meetings and what we can expect to happen next. We also discussed the dogfight that took place between India and Pakistan last week, in which the Pakistani air force claims to have downed as many as five Indian planes, significant for China because the Pakistani planes were Chinese-made J10-C fighters. Eric, who wrote about the Chinese reaction to this and offered his take on the reasons for their success, managed to incur a lot of online Indian wrath — an occupational hazard — but presents a compelling case for why the fully integrated Chinese military systems gave Pakistan the edge.Watch us live on YouTube starting May 28th. Check out the new Sinica Network YouTube channel here!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

CONFLICTED
CC: Giri Rajendran Pt.2 – Trump's Military Moves and What ‘Liberation Day' Really Means

CONFLICTED

Play Episode Listen Later May 14, 2025 23:38


Giri Rajendran is back for round 2 for the Conflicted Community, continuing our conversation about Donald Trump and his so-called ‘grand strategy'.  This second part of our conversation delves into the decline of U.S. global power and the historical context of rising powers, particularly in relation to the ongoing conflict in Ukraine. In this conversation, Thomas and Giri delve into the complexities of the Ukraine conflict, the implications of NATO's expansion, and the strategic calculations of both Russia and the United States under Trump's administration. The conversation also covers wider European security, and the potential for a new global alliance system, all in the wake of Liberation day, and the extraordinary economic moves of his administration. To listen to the full episode, you'll need to subscribe to the Conflicted Community. And don't forget, subscribers can also join our Conflicted Community chatroom, where you can interact with fellow dearest listeners, discuss episodes past and future, get exclusive messages from Thomas and Aimen, ask future Q&A questions and so much more. All the information you need to sign up is on this link: https://conflicted.supportingcast.fm/  Conflicted is proudly made by Message Heard, a full-stack podcast production agency which uses its extensive expertise to make its own shows such as Conflicted, shows for commissioners such as the BBC, Spotify and Al Jazeera, and powerfully effective podcasts for other companies too. If you'd like to find out how we can help get your organisation's message heard, visit messageheard.com or drop an email to hello@messageheard.com! Find us on Twitter: https://twitter.com/MHconflicted And Facebook: https://www.facebook.com/MHconflicted Learn more about your ad choices. Visit megaphone.fm/adchoices Learn more about your ad choices. Visit podcastchoices.com/adchoices

The MeidasTouch Podcast
MeidasTouch Full Podcast - 5/13/25

The MeidasTouch Podcast

Play Episode Listen Later May 13, 2025 76:01


On this episode of the MeidasTouch Podcast: Trump's so-called ‘Liberation Day' meets ‘Capitulation Day' after he caves and rescinds key tariffs on Chinese imports — the Art of the Cave in action. Plus, Trump is caught in yet another corruption scandal involving a $400 million luxury jet gifted by Qatar, Congressman Dan Goldman demands answers on the Epstein files stonewall, and MAGA apologists twist themselves into knots defending Trump's open threats to Habeas Corpus. We also break down Trump's hollow new prescription drug stunt, red flags for Trump Media, and more. Subscribe to Meidas+ at https://meidasplus.com Get Meidas Merch: https://store.meidastouch.com Deals from our sponsors!  Remi: Save your smile and your bank account with Remi! Get up to 50% off your custom-fit mouth guard at https://ShopRemi.com/MEIDAS today! Armra: Go to https://tryarmra.com/MEIDAS or enter MEIDAS to get 15% off your first order. Fast Growing Trees: Head to https://www.fast-growing-trees.com/collections/sale?utm_source=YouTube&utm_medium=show+notes&utm_campaign=meidastouch right now and use code MEIDAS at checkout to get 15% off your entire order! Allermi: For 60% off your order, head to https://Allermi.com and use code MEIDAS. Remember to subscribe to ALL the MeidasTouch Network Podcasts: MeidasTouch: https://www.meidastouch.com/tag/meidastouch-podcast Legal AF: https://www.meidastouch.com/tag/legal-af MissTrial: https://meidasnews.com/tag/miss-trial The PoliticsGirl Podcast: https://www.meidastouch.com/tag/the-politicsgirl-podcast Cult Conversations: The Influence Continuum with Dr. Steve Hassan: https://www.meidastouch.com/tag/the-influence-continuum-with-dr-steven-hassan Mea Culpa with Michael Cohen: https://www.meidastouch.com/tag/mea-culpa-with-michael-cohen The Weekend Show: https://www.meidastouch.com/tag/the-weekend-show Burn the Boats: https://www.meidastouch.com/tag/burn-the-boats Majority 54: https://www.meidastouch.com/tag/majority-54 Political Beatdown: https://www.meidastouch.com/tag/political-beatdown On Democracy with FP Wellman: https://www.meidastouch.com/tag/on-democracy-with-fpwellman Uncovered: https://www.meidastouch.com/tag/maga-uncovered Learn more about your ad choices. Visit megaphone.fm/adchoices

X22 Report
Bongino,Number One Priority Saving The Children,[DS] Tracking Kash,Panic WW,Sky Event – Ep. 3640

X22 Report

Play Episode Listen Later May 13, 2025 95:26


Watch The X22 Report On Video No videos found (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:17532056201798502,size:[0, 0],id:"ld-9437-3289"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="https://cdn2.decide.dev/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs");pt> Click On Picture To See Larger PictureEverything the [DS] put into place for the green new scam is being reversed. Start/Stop on cars will no longer be needed. Trump uses information to push market higher, all losses since liberation day have been recovered. China bows to Trump and begins the process of the deal. The golden age is upon, the parallel system is taking shape. The [DS] is panicking, they know Kash/Bongino are saving the children and shutting down the pedo network. The [DS] is now tracking Kash trying to push him out, this will fail. The [DS] system is being dismantled and their control over the Executive branch is coming to and end. The US is accepting the Boeing 747 as a gift, the D's panic, Sky Event. Economy https://twitter.com/epaleezeldin/status/1921894994769575972 It's official: US stocks have now recovered all of their historic Liberation Day losses US stocks have clawed back their losses since Trump's tariffs swung into effect on April 2. Major indexes traded in the green after the US announced a trade deal with China. The tariffs on goods from China will come down to 30%. Stocks have recouped their losses since Trump's Liberation Day tariffs first tanked markets, with investors on Monday cheering a big de-escalation in the US-China trade war. Source: businessinsider.com Treasury Secretary Bessent: “The Chinese Told Us Once Joe Biden Came into Office They Just Ignored Their Obligations” China and the United States have agreed to reduce tariffs by May 14, with China retaining a 10% tariff on American goods while the US retains a 10% reciprocal tariff on Chinese goods. Additionally, China has agreed to help the US “take aggressive actions to stem the flow of fentanyl and other precursors from China to illicit drug producers in North America.” Treasury Secretary Scott Bessent: In January 2020, President Trump produced a template. We had an excellent trade agreement with China, and the Biden administration chose not to enforce it. The Chinese delegation basically told us that once President Biden came into office, they just ignored their obligations. So we all already have a large framework. The other thing to remember here, Jonathan, is that this is a pause down to 10 %. The April second level for China is 34 %. So we will be working to see where their final reciprocal number ends up. The negotiations are a combination of tariffs, non-tariff trade barriers, currency manipulation, and subsidies of labor and capital. (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:18510697282300316,size:[0, 0],id:"ld-8599-9832"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="https://cdn2.decide.dev/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs");   Source: thegatewaypundit.com US and China Reach 90-Day Tariff Rollback Agreement After High-Level Talks in Geneva   In a major win for President Donald Trump's America First trade doctrine, the United States and Communist China have agreed to a 90-day rollback  Under the deal, the US will slash its previously imposed 145% tariffs on Chinese imports down to 30%, while China will match that with a reduction of its retaliatory 125% duties to just 10%, The Financial Times reports. This move, though temporarily softening the blow of Trump's full-spectrum trade offensive, keeps pressure squarely on the Chinese Communist Party to fundamentally shift its abusive trade beha...

Exchanges at Goldman Sachs
Equity risks and alts opportunities

Exchanges at Goldman Sachs

Play Episode Listen Later May 13, 2025 19:11


US stocks have rebounded since the sweeping tariffs announced on "Liberation Day,” but what does this mean for investors? In Goldman Sachs Exchanges, Goldman Sachs' David Kostin, chief US equity strategist, and Padi Raphael, global co-head of the Third Party Wealth Management in Goldman Sachs Asset Management, discuss the path forward for US stocks and investors. This episode was recorded on May 9, 2025. Learn more about your ad choices. Visit megaphone.fm/adchoices

Louder with Crowder
BREAKING: Trump's China Trade Deal Explained: Winners, Losers, & What the Media isn't Telling You

Louder with Crowder

Play Episode Listen Later May 12, 2025 62:58


Will President Donald Trump suspend habeas corpus? Can he? What even is habeas corpus? We keep hearing that the United States is being invaded and that's really the first thing we need to answer. Mayor Ras J. Baraka was arrested after forcing his way into an ICE facility. Let's see how the Leftists want to spin this. Trump posted on Truth Social about prescription drugs.Liberation Day saw China hit with tariffs that eventually rose to 145%. Secretary of the Treasury Scott Bessent met with Chinese officials in Switzerland to come to some kind of trade deal and it's looking good. Are there more wins coming for the Trump administration?GUEST: Josh FirestineLet American Financing help you regain control of your finances. Go to https://americanfinancing.net/crowder or call 1-800-974-6500. NMLS 182334, http://nmlsconsumeraccess.org/Link to today's sources: https://www.louderwithcrowder.com/sources-may-12-2025DOWNLOAD THE RUMBLE APP TODAY: https://rumble.com/our-appsJoin Rumble Premium to watch this show every day! http://louderwithcrowder.com/PremiumGet your favorite LWC gear: https://crowdershop.com/Bite-Sized Content: https://rumble.com/c/CrowderBitsSubscribe to my podcast: https://rss.com/podcasts/louder-with-crowder/FOLLOW ME: Website: https://louderwithcrowder.com/ Twitter: https://twitter.com/scrowder Instagram: http://www.instagram.com/louderwithcrowder Facebook: https://www.facebook.com/stevencrowderofficialMusic by @Pogo

Economist Podcasts
Duty falls: US and China reach a deal

Economist Podcasts

Play Episode Listen Later May 12, 2025 21:41


Tariffs against China were the centrepiece of Donald Trump's “Liberation Day” trade plans. Our correspondent explains the significance of a new 90-day hiatus. Will Ukraine and Russia come to the negotiating table this week (7:51)? Why new techniques to compress the contrast between loud and quiet music could be damaging our hearing (15:35). And help us improve the show by taking this survey. Listen to what matters most, from global politics and business to science and technology—Subscribe to Economist Podcasts+For more information about how to access Economist Podcasts+, please visit our FAQs page or watch our video explaining how to link your account. Hosted on Acast. See acast.com/privacy for more information.

The Intelligence
Duty falls: US and China reach a deal

The Intelligence

Play Episode Listen Later May 12, 2025 21:41


Tariffs against China were the centrepiece of Donald Trump's “Liberation Day” trade plans. Our correspondent explains the significance of a new 90-day hiatus. Will Ukraine and Russia come to the negotiating table this week (7:51)? Why new techniques to compress the contrast between loud and quiet music could be damaging our hearing (15:35). And help us improve the show by taking this survey. Listen to what matters most, from global politics and business to science and technology—Subscribe to Economist Podcasts+For more information about how to access Economist Podcasts+, please visit our FAQs page or watch our video explaining how to link your account.

Thoughts on the Market
U.S.-China Trade Truce: What's Next?

Thoughts on the Market

Play Episode Listen Later May 12, 2025 4:02


Equity markets saw big rallies after trade tensions eased over the weekend. Our CIO and Chief U.S. Equity Strategist Mike Wilson explains why he's optimistic that the worst of the market trough is over.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 I'll be discussing how to think about the recent tariff negotiations for equity markets. It's Monday, May 12th at 11:30am in New York. So, let's get after it. Over the weekend, U.S.-China trade negotiations made better than expected progress with both sides agreeing to a détente in the trade war that began just one short month ago. The main question I'm getting from investors is whether they should trust this initial agreement, and if it will eventually lead to something more sustainable? From my perspective, this misses the more important point for equity investors. To remind listeners, equity markets trade in the future. Therefore, the question to ask yourself is do you think things will be more or less uncertain in six months and will they be better or worse? The other thing to consider is that stocks trade on the second derivative, or rate of change, in growth. On that score, I believe it is likely we saw the trough rate of change in variables that tend to correlate with stock prices the most. More specifically, earnings revisions breadth showed a meaningful uptick last week for the first time this year. Some of this was driven by a pull forward in demand during the first quarter ahead of the tariff announcements that led to better than feared earnings. In addition, several leading companies posted better than expected results thanks to a weaker dollar. Importantly, the translation benefit for U.S. multinational earnings is likely to be a big earnings tailwind for the next six months. Many of the growth negative things we were worried about five months ago have played out now with Liberation Day marking the point of maximum negative sentiment and positioning. There is an adage that equity markets bottom on bad news, and I can't think of a better example of that than Liberation Day last month. Similarly, markets tend to top on good news and this weekend's better than expected outcome on trade negotiations with China could very well lead to a pause in the rally. Therefore, we would buy dips rather than chase stocks on days like today. Markets can look forward to the possibility of growth positive policy changes that still may be in front of us. Things like tax cut extensions, de-regulation and resolution of the debt ceiling and budget appropriations for the next year. Finally, with the threat of further escalation of tariff rates now diminished, the Fed can also come back into the picture with rate cuts sooner than perhaps what the Fed told us last week. While we don't know exactly how much the tariffs will impact inflation over the next year, it is likely to be front-end loaded. In fact, there is a case to be made that tariffs may hurt demand and end up being disinflationary. The Fed is likely to determine this outcome over the summer and could begin to at least signal rate cuts. Such a move will potentially lead to a more sustainable rotation towards lower quality, cyclical stocks and drive animal spirits in a way that many investors were expecting six months ago but simply jumped the gun. Bottom line, I feel more confident in our original outlook for this year for a tough first half, followed by a strong second one. This outlook was based on our view that AI capex growth was bound to decelerate this year, while policy changes were likely to be growth negative to start. Now, we can look forward to growth positive policy changes and productivity benefits from the spending on AI that has already taken place. After such a strong rally, pullbacks are inevitable but unlikely to be anything like we saw last month. So, buy the dips. Thank you for choosing to listen. Leave us a review, and let us know what you think about the podcast. If you enjoy listening to Thoughts on the Market, tell a friend or colleague about us today.

The Megyn Kelly Show
First American Pope, Bidens Defensive on The View, Casey Means as Surgeon General: AM Update 5/9

The Megyn Kelly Show

Play Episode Listen Later May 9, 2025 16:16


Robert Francis Prevost is elected first American-born pope of all time, named Pope Leo XIV. Former President Joe Biden is joined by his wife Jill for a lengthy, rambling, defensive appearance on "The View." President Trump names Dr. Casey Means as the next Surgeon General, prompting a wave of positive MAHA response and some backlash from the others in the movement. And the first post-Liberation Day trade deal is announced, with the UK.Tax Network USA: Call 1-800-958-1000 or visit https://TNUSA.com/MEGYN to speak with a strategist for FREE todayPatriot Mobile: Get a Free Month at https://PatriotMobile.com/MEGYN or call 972-PATRIOT

Make Me Smart
So, about that U.S.-UK trade "deal"

Make Me Smart

Play Episode Listen Later May 8, 2025 15:19


Following Trump's so-called “Liberation Day” tariffs, the United States has now struck a trade deal (sorta) with the United Kingdom. We'll get into it. Plus, childcare costs a lot – and in some places, more than rent. Then, we'll smile at the unexpected joy of “swole culture.” And what if, instead of sports metaphors, we used makeup lingo at work?Here's everything we talked about today:“Trump unveils United Kingdom trade deal, first since 'reciprocal' tariff pause” by CNBC“U.S., Britain strike first major trade deal of Trump tariff era” by Axios“Sending 2 Kids to Daycare Costs More Than Rent in Most Major U.S. Metros” from Redfin“Head Start avoids Trump's cuts, but advocates are ready to defend it: ‘There's too much good in this'” by The GuardianLISTEN: “Will you be my nanny?” from “This Is Uncomfortable” “Life of the Mother” by ProPublica“Finding Strength in a Bigger Body” from The Cut“How one writer quit dieting and discovered her strength through weightlifting” by NPRJoin us tomorrow for “Economics on Tap.” The YouTube livestream starts at 3:30 p.m. Pacific time, 6:30 p.m. Eastern.