Podcasts about liquidity

A growing trend is emerging where a Health Savings Account (HSA) is treated not as spending money, but instead as a "Super IRA" for retirement. Could this be the right call for you?Today's Stocks & Topics: Vertiv Holdings Co (VRT), Marker Wrap, Platinum Group Metals Ltd. (PLG), “The "6-Figure HSA" Retirement Strategy”, Liquidity, Leidos Holdings, Inc. (LDOS), The Auto Industry, Emerging Markets Bonds.Our Sponsors:* Check out Incogni: https://incogni.com/investtalk* Check out Invest529: https://www.invest529.com* Check out NordProtect: https://nordprotect.com/investalk* Check out Progressive: https://www.progressive.com* Check out Quince: https://quince.com/INVEST* Check out TruDiagnostic and use my code INVEST for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands

Ethan Austin of Outside VC joins Nick to discuss Investing in Outsiders, Why Extreme Personalities Win, Weighing Timing versus Trends, and Rethinking Liquidity and Option Exercise Windows. In this episode we cover: Lessons from Founding Give Forward Investment Philosophy and Timing Founding Outside VC Characteristics of Strong Investment Candidates Supporting Founders and Building Knowledge Trends in FinTech and Climate Role of a VC and Early Liquidity Guest Links: Ethan's LinkedIn Outside VC's LinkedIn Outside VC's Website The host of The Full Ratchet is Nick Moran of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area. We're proud to partner with Ramp, the modern finance automation platform. Book a demo and get $150—no strings attached.   Want to keep up to date with The Full Ratchet? Follow us on social. You can learn more about New Stack Ventures by visiting our LinkedIn and Twitter.

Crypto News: Fed will end Quantitative Tightening on Monday December 1st, and one economist thinks QE will soon follow. This could bring lots of liquidity in crypto and the markets. Bitcoin ETFs Are Now BlackRock's Top Revenue Source, Exec Says.Brought to you by

102 Recent Tax Law Changes & Income Tax Strategies | Ryan Patton | The Liquidity Event Nov 20, 2025   The Entreprenudist Podcast https://entreprenudist.com At The Liquidity Event November 20, 2025 | Sponsored by Insurance Claim HQ Powered by Hair Shunnarah Trial Attorneys. Ryan Patton, JD, MBA, Field Director at Pacific Life Insurance, breaks down the crucial tax advantages hidden within recent legislation and why understanding them now can significantly impact your financial future. In his talk, "Are You Taking Income Tax Advantages from The Big Beautiful Bill?: How changes to recent tax law may help improve your transition tax planning and current income tax situation," Ryan explains how updates in tax law open doors for smarter planning, reduced liabilities, and stronger long-term strategy. ------------------ Struggling with a denied or delayed insurance claim? Let the experts at Insurance Claim HQ Powered by Hair Shunnarah Trial Attorneys, help you get what you're owed. Visit https://insuranceclaimhq.com and take the first step toward the settlement you deserve. Hosted by Randolph Love III, ChFC®, The Entreprenudist Podcast is a platform where real entrepreneurs and business owners bare it all. Ranked in the top 10% of business podcasts, it shares unfiltered stories, challenges, and triumphs, providing valuable insights for aspiring and seasoned business leaders alike.

The crypto markets have been battered over the past several weeks with Bitcoin sinking from six-figure highs to the low-$80Ks, more than a trillion dollars wiped from crypto's total market cap and record ETF outflows shaking investor sentiment. Unlike previous drawdowns triggered by blow-ups or bad actors, this downturn is different: It's macro-driven, liquidity-driven and deeply tied to broader global markets.In this episode of Byte-Sized Insight we hear from the author of “Crypto is Macro Now,” Noelle Acheson; co-founder and CEO of LO:TECH, Tim Meggs; and author of “The Crypto Trader,” Glen Goodman, to help break down the forces behind the volatility and offer clear, grounded perspective for navigating the turbulence.(0:24) Bitcoin plunges from $120K to $80K and the market wipes out $1.2 trillion(1:08) Why this downturn feels different from past crashes(2:55) Noelle Acheson explains why the dip is “a blip” and liquidity-driven(3:52) How macro sentiment, not crypto-specific issues, is driving this correction(4:59) Why this drawdown isn't systemic like 2017 or 2022(6:03) Bitcoin dominance drops during the downturn  and why that's never happened before(7:38) Noelle breaks down “short-term noise vs. long-term debasement thesis”(10:28) Tim Meggs: Why this drawdown is slow, measured, and institution-driven(12:05) Inside the market: What liquidity providers look for during stress (13:22) Signs of stabilization and why healthy corrections matter(15:41) Glen Goodman: How institutional money changed the structure of crypto cycles(20:34) Why today's downturn lacks a narrative and why that weakens crypto rallies(23:04) Survival rules: managing leverage, mental resilience & “reduce to the sleeping point”This episode was hosted and produced by Savannah Fortis, @savannah_fortis.Follow Cointelegraph on X @Cointelegraph.Check out Cointelegraph at cointelegraph.com.If you like what you heard, rate us and leave a review!The views, thoughts and opinions expressed in this podcast are its participants alone and do not necessarily reflect or represent the views and opinions of Cointelegraph. This podcast (and any related content) is for entertainment purposes only and does not constitute financial advice, nor should it be taken as such. Everyone must do their own research and make their own decisions. The podcast's participants may or may not own any of the assets mentioned.

Alice Liu is the Research Lead at CoinMarketCap, leveraging CMC's data and collaborating with industry leaders to bring unique insight to millions of users. Her work covers market events, innovation analysis, and trending narratives across the entire crypto sector. Prior to joining CMC, Alice worked as an investment professional at WisdomeTree, Coutts, and J.P.Morgan. In this conversation, we discuss:- What happened on the 10/10 market crash - Current market sentiment - Liquidity is drying up - Are we in a bear market? - Privacy coins - The market is starved of narratives, hence why privacy took up - CMC20 Index - CMC Fear & Greed Index hit record low of 10 on Nov 22; has since rebounded to 15, consistent with past V-shape recoveries - Lista DAO - Watching onchain capital flow and whales - Total crypto market cap dropped below $3T — lowest since May, but signs show the worst is likely over CoinMarketCapX: @CoinMarketCapWebsite: coinmarketcap.comLinkedIn: CoinMarketCapAlice LiuX: @AliceCrypto3LinkedIn: Alice L.---------------------------------------------------------------------------------This episode is brought to you by PrimeXBT.PrimeXBT offers a robust trading system for both beginners and professional traders that demand highly reliable market data and performance. Traders of all experience levels can easily design and customize layouts and widgets to best fit their trading style. PrimeXBT is always offering innovative products and professional trading conditions to all customers.  PrimeXBT is running an exclusive promotion for listeners of the podcast. After making your first deposit, 50% of that first deposit will be credited to your account as a bonus that can be used as additional collateral to open positions. Code: CRYPTONEWS50 This promotion is available for a month after activation. Click the link below: PrimeXBT x CRYPTONEWS50FollowApple PodcastsSpotifyAmazon MusicRSS FeedSee All

Bitcoin is climbing back from Friday's drop, but the bounce looks weak and uncertain. Liquidity is shallow, flows are scattered, and the futures market just saw one of its sharpest resets of the cycle. Analysts say consolidation is more likely than a clean reversal, even as rate-cut odds rise and long-term holders accumulate. Institutional sentiment is mixed, CME derivatives are hitting records, and ETF flows remain soft, leaving a market that feels steadier than last week but far from confident the bottom is truly in. Enjoying this content? SUBSCRIBE to the Podcast: https://pod.link/1438693620 Watch on YouTube: https://www.youtube.com/@TheBreakdownBW Subscribe to the newsletter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://blockworks.co/newsletter/thebreakdown⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Join the discussion: https://discord.gg/VrKRrfKCz8 Follow on Twitter: NLW: https://twitter.com/nlw Breakdown: https://twitter.com/BreakdownBW

Banks are now sitting on more than $300 billion in unrealized losses, raising fresh concerns about balance-sheet stability just as another major economic data release was suddenly canceled, adding fuel to fears that policymakers may be hiding deeper cracks in the system. Liquidity stress is building, bond portfolios are bleeding, and confidence in the traditional banking sector is sliding fast. With warning signs flashing across the economy, Bitcoin is showing unusual hesitancy—hovering quietly as markets brace for what could be a much larger shock. Is Bitcoin signaling trouble ahead… or preparing for a major macro breakout as the banking system strains under mounting pressure?

We went live, the chat exploded, and a listener voiced what so many feel but rarely say out loud: “I've followed the rules—so why doesn't my Retirement Plan feel safe?” https://www.youtube.com/live/gFQYEJWlWpI Bruce gave me the look that says, “Let's tell the truth.” Because we've seen it over and over: neat projections, tidy averages, and a plan that works—until the world doesn't. Markets don't ask permission. Inflation doesn't use a calendar. Life throws curveballs, blessings, and bills. If your Retirement Plan only survives in a spreadsheet, it's not a plan—it's a hope. Today, let's trade hope for structure and anxiety for action. What You'll Gain From This GuideYour Retirement Plan Isn't Just Math—It's LifeRetirement Planning Risks You Can't IgnoreSequence of Returns RiskInflation and the Cost-of-Living SqueezeTaxes (The Leak You Don't See)Is the 4% Rule Still Useful? The 4% Rule Is a Guide, Not a GuaranteeThe Cash-Flow ToolkitFoundations — Guaranteed Income in RetirementFlexibility — Cash Value Life InsuranceDiversifiers — Alternative Income InvestmentsRetirement Plan Buckets Liquidity / “Free” Bucket (safety net)Income Bucket (essentials)Growth / Equity Bucket (long-term engine)Estate / Legacy Layer (optional)Taxes: Design for Control, Not SurpriseBehavior, Purpose, and Work You LoveInfinite Banking—Where It Fits in a Retirement PlanWhat Makes a Strong Retirement Plan?Take the Next StepBook A Strategy CallFAQWhat makes a strong retirement plan?Is the 4% rule safe for my retirement plan?How do taxes impact my retirement plan?Can whole life fit into a retirement plan?What are retirement income buckets?How can I protect my retirement from inflation?What's the role of annuities vs bonds in a retirement plan?Who qualifies as an accredited investor? What You'll Gain From This Guide In this article, Bruce and I break down what actually makes a strong Retirement Plan for real families: Why accumulation-only thinking creates a false sense of security—and how to pivot toward reliable income. The big retirement planning risks to plan for: sequence of returns risk, inflation and retirement, and taxes. Why the 4% rule retirement guideline is a starting point, not a promise. How to use retirement income buckets—in the same language we used on the show—to avoid selling at the worst time. Where guaranteed income in retirement, cash value life insurance, and (when appropriate) alternative income fit. How Roth conversions, withdrawal sequencing, and structure put you back in control. You'll walk away with a practical framework to move from “big balance” thinking to a Retirement Plan you can live on—calmly. Your Retirement Plan Isn't Just Math—It's Life Static models vs dynamic lives.As Bruce said, no family is static. Monte Carlo averages over 50–100 years don't describe your next 20. Averages hide timing risk. If poor returns arrive early while you're withdrawing, “average” performance won't save the plan—cash flow will. From accumulation to income.Most of us were trained to chase a number. But the goal of a Retirement Plan isn't a pile—it's predictable cash flow you can spend without gutting your future. That shift—from “How big?” to “How dependable?”—changes the tools you choose and the peace you feel. Use the LIFE purpose filter.We run every dollar through a purpose lens: Liquid, Income, Flexible, Estate. When each bucket has a job, decisions get simpler and outcomes get sturdier. Retirement Planning Risks You Can't Ignore Sequence of Returns Risk How Your Retirement Plan Avoids Selling Low Sequence risk is the danger of bad returns showing up early in retirement. If your portfolio drops while you're taking income, you must sell more shares to fund the same lifestyle. That shrinks the engine that's supposed to recover—and can cut years off a plan. Your protection: hold dedicated reserves and reliable income so market dips don't force sales. (We'll detail our buckets in a moment—exactly as we discussed on the show.) Inflation and the Cost-of-Living Squeeze Build Inflation Awareness Into Your Retirement Plan Prices don't rise politely. Even modest inflation, compounded, squeezes fixed withdrawals. Bond yields, dividend cuts, and rising living costs can collide. Your protection: blend growth and income that can adjust, avoid locking everything into fixed payouts that lose purchasing power, and review spending annually so your Retirement Plan keeps pace with reality. Taxes (The Leak You Don't See) Retirement Plan Tax Strategy & Withdrawal Sequencing Withdrawals from tax-deferred accounts are ordinary income. That can: Push you into higher brackets Trigger IRMAA Medicare surcharges Increase the taxation of Social Security Complicate capital gains planning Your protection: design taxable, tax-deferred, and tax-free buckets; use Roth conversions in favorable years; and sequence withdrawals to manage brackets and RMDs—not the other way around. Is the 4% Rule Still Useful? The 4% Rule Is a Guide, Not a Guarantee Stress-Test Withdrawal Rates You Can Actually Live With We don't hate the 4% rule; we just refuse to outsource your life to it. Yields, inflation, fees, and timing change the math. When low-yield years pushed chatter toward “2.8%,” it proved the point. A better approach: Stress-test 3%–5% withdrawal rates. Add non-market income (pensions, annuities vs bonds, business/real-asset cash flow). Keep dedicated reserves so you don't sell at the bottom. Turn a rule of thumb into a plan. The Cash-Flow Toolkit Foundations — Guaranteed Income in Retirement Cover Essentials, Then Take Prudent Risk A predictable floor is priceless. Pensions, Social Security, and income annuities can cover core expenses so volatility doesn't dictate your grocery list. You trade some upside for contractual certainty—and many families prefer sleeping well to chasing every basis point. Flexibility — Cash Value Life Insurance Downturn Buffer, Tax-Advantaged Access, and Legacy Backfill Done properly, this can strengthen a plan: Downturn buffer: use cash value to fund spending during market slides—avoid selling equities at a loss. Tax-advantaged access: policy loans/distributions (managed correctly) can supplement income without spiking taxable income. Legacy backfill: the death benefit protects a spouse and replenishes assets for heirs, letting you spend with confidence. This is one reason infinite banking retirement thinking resonates: control and optionality matter when life isn't linear. Diversifiers — Alternative Income Investments Accredited Investor Rules, Liquidity, and Position Size For those who qualify under accredited investor rules, private credit, income-oriented real estate, or operating businesses can provide alternative income investments with lower correlation to public markets. They're not risk-free and often lack daily liquidity—so size positions prudently. The draw is simple: steadier cash flow vs accumulation. Retirement Plan Buckets We didn't frame them by time horizons on the episode; we framed them by purpose. Here's the exact structure we discussed and use with families: Liquidity / “Free” Bucket (safety net) Cash, money market, CDs, cash value life insurance.Purpose: fund spending and surprises without touching equities during a downturn; bridge timing gaps so sequence risk doesn't bite. Income Bucket (essentials) Social Security, pensions, annuity income, bond ladders, durable dividend payers.Purpose: dependable monthly cash flow for core lifestyle needs so markets don't control your paycheck. Growth / Equity Bucket (long-term engine) Broad equity exposure and other long-term growth assets.Purpose: outpace inflation and periodically refill income/liquidity buckets. Estate / Legacy Layer (optional) Life insurance death benefit, beneficiary designations, trusts.Purpose: protect a spouse and pass values + capital with clarity. Taxes: Design for Control, Not Surprise Roth conversions:Convert slices of tax-deferred money when brackets are favorable to grow your tax-free bucket. Withdrawal sequencing:Blend taxable/Roth/tax-deferred withdrawals to target bracket thresholds, manage IRMAA, and soften RMDs later. Give with intention:If charitable, consider appreciated assets or bunching strategies; align with your estate plan. We also coordinate tax buckets—taxable, tax-deferred, and tax-free (Roth/cash value)—so your Retirement Plan controls brackets, IRMAA, and RMDs rather than the other way around. A tax-smart Retirement Plan can add years of sustainability without asking for more market risk. Behavior, Purpose, and Work You Love Clarity about why the money matters anchors behavior when markets wobble. Travel with grandkids? Fund ministry? Launch a family venture? Purpose steadies the hand. And one more lever: if you enjoy your work, consider delaying full retirement. Each extra year can improve the math dramatically—more contributions, fewer withdrawal years, and potentially higher Social Security benefits. Infinite Banking—Where It Fits in a Retirement Plan Lenders profit from your lifetime financing. Strengthening your family's “bank” can keep more control in your hands: Finance major purchases through your system rather than outside lenders—recapture more interest. Maintain cash value as a volatility buffer. Use the death benefit to protect a spouse and fund legacy goals. It's not magic. It's discipline and design—complementary to the rest of your Retirement Plan. What Makes a Strong Retirement Plan? Built for dynamic lives, not static spreadsheets. Prioritizes cash flow you can spend, not just a big balance. Plans around sequence risk, inflation, and taxes—on purpose.

Are you looking to save time, make money, and start winning with less risk? Then head to https://www.ovtlyr.com.Is a huge market rebound really setting up, or is this just another round of YouTube hype in a messy month? In today's breakdown, we're taking a real-world look at what's happening under the hood of this market and why the trend is telling a totally different story than the headlines.Right from the start, it's clear the market isn't in “rocket ship mode.” The trend is down, the major moving averages are stacked bearishly, and trying to buy dips without confirmation is basically guessing. And guessing is not a strategy. There's a big difference between reacting to math and reacting to noise.One of the most interesting parts of this session is the deep dive into the real driver of the recent volatility: liquidity. Not hype. Not fearmongering headlines. Liquidity. It sounds like a dry topic, but once you hear the explanation, it suddenly becomes the missing puzzle piece that makes the whole month make sense.To keep it simple and readable, here's a quick snapshot of what stood out:✅ Why dip buying is gambling when the trend is still bearish✅ How liquidity spikes inside Sofr triggered the shake-up✅ Why institutions reacted the way they did✅ What market cap weighting has to do with mega-cap drops✅ Why sitting in cash right now is actually a power moveThe video also breaks down why mega-cap tech led the selloff, how leveraged funds unwind positions during liquidity squeezes, and why none of the OVTLYR plans are active at the moment. When the market isn't giving clean signals, forcing trades is the fastest way to give back gains. Let cash pay you while the market sorts itself out.And honestly, one of the best parts comes later: the real stories from OVTLYR members who followed their plans, avoided panic moves, and came out ahead because they trusted the process instead of their emotions. Seeing traders stick to discipline when things get choppy is always motivating.There's also plenty of market charting, fear and greed heatmap analysis, breadth breakdowns, and why every sector is currently flashing bearish readings. When literally nothing has a bullish crossover, patience is not only smart, it's required.Toward the end, things get fun with giveaways, community wins, and a reminder that trading is a long-term game. You don't need to hit home runs every year to be successful. Consistency compounds. And with OVTLYR plans refining constantly, the goal is simple: help you save time, make money, and start winning with less risk.If you're looking for a grounded, data-driven take on the market without drama or hype, this session is packed with insights you can actually use. And if you're part of the OVTLYR community, you already know how much energy and honesty goes into every breakdown.Gain instant access to the AI-powered tools and behavioral insights top traders use to spot big moves before the crowd. Start trading smarter today

The crypto market just survived a three-standard-deviation crash… and according to Coinbase's Head of Institutional Research, the most important liquidity signal in crypto is about to flip bullish. In today's episode, David Duong breaks down why Bitcoin fell off a cliff, why December could mark a major turning point, and the macro forces that almost everyone is mispricing.~~~~~

Daniel Lam discusses the evolution of demand for Gold, why liquidity is the dominant short-term driver, and when this may take a turn for the better.Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

Chris Whalen, chairman of Whalen Global Advisors and author of The Institutional Risk Analyst blog, joins The Julia La Roche Show for "The Wrap with Chris Whalen." Whalen breaks down why markets are heading into a turbulent year-end. With the Treasury pulling $1 trillion out of the banking system and the Fed holding emergency meetings with dealers, a liquidity crunch is brewing just as big banks close their books after Thanksgiving. Chris explains why there won't be a December rate cut despite Fed happy talk, why the "silent crisis" in commercial real estate and private credit is spreading to insurance companies holding retail investors' annuities, and why public companies with Bitcoin exposure are about to report massive losses at year-end. Plus: the housing correction has officially begun as home price appreciation goes flat and GSEs start marking down property values. Links:    The Institutional Risk Analyst: https://www.theinstitutionalriskanalyst.com/  The Wrap: Is it November 2018 All Over Again?: https://www.theinstitutionalriskanalyst.com/post/theira778Inflated book (2nd edition): https://www.barnesandnoble.com/w/inflated-r-christopher-whalen/1146303673Twitter/X: https://twitter.com/rcwhalen    Website: https://www.rcwhalen.com/   Timestamps:0:00 Intro: Welcome back to The Wrap with Chris Whalen 0:41 No consensus for Fed cut in December2:22 Why John Williams' "happy talk" doesn't matter 4:35 Treasury is the gorilla: $1 trillion drained from markets4:58 Year-end liquidity crisis brewing 6:24 What that emergency Fed meeting was really all about8:40 Bitcoin's ugly fall14:45 Housing correction ahead? 27:04 What Chris Is Watching: Money markets and bank earnings 28:47 Commercial real estate & private credit pain 30:29 Where to find Chris and final thoughts

The Epstein estate claimed it was facing a liquidity problem when the victims' compensation fund requested additional payouts, arguing that although the estate's total value appeared substantial, most of the assets were tied up in hard-to-sell property, aircraft, and other non-liquid holdings. They stated that they did not have enough immediately accessible cash to fulfill compensation requests and could not provide a clear timeline for resolving the issue, which resulted in a temporary pause on new settlement offers.Victims' attorneys and officials sharply criticized the move, suggesting the liquidity explanation functioned more as a stalling tactic than a genuine financial obstacle. They pointed out that the estate continued covering operational and legal expenses during the payout freeze, raising suspicion about priorities and transparency. The announcement also came amid steep reported declines in the estate's overall valuation, prompting questions about where the money had gone and whether resources were being shielded rather than distributed to survivors.to  contact me:bobbycapucci@protonmail.comBecome a supporter of this podcast: https://www.spreaker.com/podcast/the-moscow-murders-and-more--5852883/support.

US Adds 119,000 Jobs in September, but Unemployment Hits Four-Year Peak. Chris Riegel discusses consumer liquidity challenges alongside the early impacts of AI on the workforce. AI is currently displacing white-collar jobs like consulting, but physical displacement via robotics is coming. He notes concerns about an AI investment bubble but affirms confidence in major companies like Amazon and Microsoft. Guest: Chris Riegel 1856

For episode 634 of the BlockHash Podcast, host Brandon Zemp is joined by Mitchell Nicholson, Core Contributor to the Sierra Protocol.Sierra Protocol is the issuer of SIERRA, a liquid yield token (LYT) that offers the best risk-adjusted yield in a freely tradeable ERC20 token on Ethereum and Avalanche. SIERRA enables holders to earn passively accrue 6-12% APY compounded daily and does not require staking or claiming, holding periods or lockups, paying hidden fees or providing KYC. SIERRA will be going live in October followed by several exciting partnerships that offer additional yield and utility. Its reserves are managed by OpenTrade, an institutional-grade market leader offering stablecoin yield products and is backed by a16z, Circle, Mercury, Notion and other leading VC firms. ⏳ Timestamps: (0:00) Introduction(1:12) Who is Mitchell Nicholson?(2:02) What is Sierra?(2:44) What are Liquid Yield Tokens?(9:56) Underlying yield sources(12:56) Regulations & Compliance(15:40) Sierra exchange listings(17:30) Liquidity for Sierra(20:13) Partnerships(25:35) Prediction Markets(30:05) Sierra Roadmap(32:50) Sierra website & socials 

The Last Trade: Bitcoin sentiment has cratered after a 30% drawdown, but the thesis hasn't changed. Cycles are dead, liquidity is turning, and gold's strength signals what's next for BTC. Fundamentals are stronger than ever as custody, rails, and institutional demand quietly build beneath the noise.---

In this episode of Tank Talks, host Matt Cohen sits down with Chris Canavan, founder and general manager of Canavan Private Wealth, to unpack one of the most confusing and emotionally charged chapters in a founder's journey: life after the liquidity event.Chris brings thirty years of global institutional and private office experience to the table, but his superpower is not managing money. It is designing and running the system around a founder's wealth. After watching countless entrepreneurs exit their companies only to be overwhelmed by advisors, decisions, documents, and emotional pressure, Chris built a model that restores clarity, control, and purpose.He explains how founders lose sight of their instincts amid a fire hose of new advisors promising the world, why trust erodes so quickly after a deal closes, and how fragmented systems lead to panic, confusion, and poor decisions. Chris breaks down the architecture of a modern private office, why most founders rely on sticky notes and spreadsheets, and how his closed-loop operational model gives founders their time back.From early warning signs of wealth fragmentation, to the psychological crash founders face when purpose suddenly disappears, to his triage process for investment opportunities, Chris delivers a brutally honest guide to navigating life after the big exit.Whether you are preparing for a liquidity event or already living through the post-sale fog, this episode shows you what founders get wrong, what they must put in place, and how to build a system that supports your next chapter rather than suffocates it.Spotting the Gaps: Managing the System, Not the Money (03:38)* How advisory silos fail ultra-high net worth individuals* Why communication, not talent, is the biggest weakness in wealth management* The role of the generalist who understands every silo deeply enough to connect them* Why founders need someone three to seven feet deep across all disciplinesFinding the Right Clients and Building Trust-Based Relationships (07:06)* Why fit, values, and authenticity matter more than money* How Chris screens clients who actually want to be helped* Why some founders treat advisors like commodities and how that destroys outcomes* Building long-lasting relationships built on accountability and transparencyManaging Founder Emotions and Behaviors Post-Exit (09:00)* Founders are used to speed, scale, and instant execution* Why slowing down is the hardest adjustment* How Chris handles frustration, urgency, and emotional volatility* The importance of respect and boundaries when multiple advisors and egos collideEarly Warning Signs of Wealth Fragmentation (16:21)* When day-to-day tasks start consuming founder's mental bandwidth* The “black flies in cottage country” analogy* Why founders lose the ability to focus on what matters* The fire hose of advisors and opportunities after an exitHow Chris Evaluates Investment Opportunities for Clients (25:09)* Pain reliever vs. gain creator: the framework for evaluating pitches* Why relationships and trust matter more than projected returns* How Chris filters noise before presenting anything to a founder* The story-first, numbers-second diligence processThe Psychological Crash After a Big Exit (28:17)* Why life will never be the same after selling a company* How society begins to define founders by the name of their exit* The loneliness and loss of identity that shock new millionaires* Why every human needs a sense of purpose to avoid emotional collapseBecoming a Project Manager of Your Own Life (31:45)* Why successful entrepreneurs struggle when their team disappears* Trust-building, listening, and meeting founders where they areHow Chris transitions from advisor to integratorWhy trust cannot be demanded, only earned over timeAdvice for Founders Preparing for an Exit (36:48)* Why founders must build structure before signing final documents* The danger of early engagement with performance-focused advisors* Why founders need an unconflicted advisory boardHow to breathe, slow down, and avoid urgency-driven decisionsThe Future of Private Wealth for Canadian Founders (40:10)* Why founders will disrupt the private office industry* The coming shift from advice to execution* How operational efficiency will redefine wealth managemen* The democratization of systems once reserved for legacy familiesAbout Chris CanavanChris Canavan is the founder and General Manager of Canavan Private Wealth, a private office that provides institutional discipline and operational clarity to ultra-high-net-worth individuals. With a background at global institutions and Big Four firms, Chris specializes in helping founders navigate the complex transition after a liquidity event by managing the systems around their wealth, coordinating advisors, and helping them find renewed purpose.Connect with Chris Canavan on LinkedIn: https://www.linkedin.com/in/chrislcanavan/Connect with Matt Cohen on LinkedIn: https://ca.linkedin.com/in/matt-cohen1Visit the Ripple Ventures website: https://www.rippleventures.com/ This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit tanktalks.substack.com

Kevin Green details the current market's liquidity drag and elevated volatility, noting how this environment makes prices more susceptible to movement. He explores the derisking in A.I. stock valuations and the implications of recent dovish commentary from Federal Reserve members on potential rate cuts. KG also provides a technical analysis of Nvidia (NVDA), identifying key support levels, and discusses the ongoing pressure on cryptocurrency-related companies like Coinbase (COIN) and Strategy (MSTR), highlighting the mechanical actions driving their downward adjustments. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

The market is repricing based on Nvidia (NVDA) earnings, fears of an AI bubble, and the Fed, argues Frances Stacy. “Barring a credit event, liquidity staying high, probably this ‘quote unquote' bubble continues,” she adds. She tells investors to “take smaller bites” and have more risk management in place. A Santa Claus rally is “entirely possible,” she adds, highlighting key levels of support on the SPX. ======== 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

Welcome to the WealthBuilders Podcast where Karen Conrad Metcalfe and Dominic Rufran discuss high-liquidity life insurance policies as a tool for real estate investing.Former Division 1 football player turned entrepreneur, Dominic Rufran shares his inspiring journey from poverty to success. As President of Better Wealth, Dom reveals a powerful wealth-building strategy using life insurance policies to finance real estate investing. He explains how these unique policies offer tax advantages, creditor protection, and early access to funds, allowing investors to leverage their money more effectively. Find out how life insurance can be more than just a death benefit—it can be a dynamic financial instrument for building wealth. Join us for practical insights into alternative financing methods and the importance of strategic financial planning. Liquidity, Leverage, and Life Insurance: Breaking the MythsMore Resources:Learn more about WealthBuildershttps://www.wealthbuilders.org/FREE Download - Top 10 Secrets of Real Estate Financinghttps://www.wealthbuilders.org/TopTen/WealthBuilders Conference 2026https://www.wealthbuilders.org/heavenonearthFREE Copy of The And Assethttp://www.andasset.com/wealthbuildersLearn More About Whole Life Insurance http://WealthBuilders.org/insurance2finance

How does the Federal Reserve actually supply liquidity to the financial system? And why have markets become so dependent on the Fed since 2008? Lance Roberts & Michael Lebowitz break down the complete Fed liquidity toolkit—from QE and QT to the Standing Repo Facility, IORB, ON RRP, OMO, and the Discount Window—and explain why these tools create the “floor and ceiling” of overnight rates. 0:00 - INTRO 0:18 - Nvidia Kill It; Rate Cut Odds Decline 4:06 - Markets Under Pressure; Setting Up for Rally 10:29 - Markets' Post-Nvidia Relief Valve 15:53 - Oracle, CoreWeave, and CDS's Explained 18:24 - Is There Enough Credit to Fund AI Buildouts? 20:30 - Financial Markets are Like Consumers - they'll find the money 22:16 - Begging for ETF's - Be careful what you ask for 25:20 - Centralized Financial Markets are Swallowing BitCoin 28:24 - How the Fed Controls Liquidity 30:11 - Why is There Stress in the Liquidity Markets? 37:18 - The Linkage Between Liquidty & Function of Economy 39:04 - The Fed is Closer to QE Than Anyone Thinks 39:54 - Today's YouTube Poll 41:14 - What Will Markets Do Today?

How does the Federal Reserve actually supply liquidity to the financial system? And why have markets become so dependent on the Fed since 2008? Lance Roberts & Michael Lebowitz break down the complete Fed liquidity toolkit—from QE and QT to the Standing Repo Facility, IORB, ON RRP, OMO, and the Discount Window—and explain why these tools create the "floor and ceiling" of overnight rates. 0:00 - INTRO 0:18 - Nvidia Kill It; Rate Cut Odds Decline 4:06 - Markets Under Pressure; Setting Up for Rally 10:29 - Markets' Post-Nvidia Relief Valve 15:53 - Oracle, CoreWeave, and CDS's Explained 18:24 - Is There Enough Credit to Fund AI Buildouts? 20:30 - Financial Markets are Like Consumers - they'll find the money 22:16 - Begging for ETF's - Be careful what you ask for 25:20 - Centralized Financial Markets are Swallowing BitCoin 28:24 - How the Fed Controls Liquidity 30:11 - Why is There Stress in the Liquidity Markets? 37:18 - The Linkage Between Liquidty & Function of Economy 39:04 - The Fed is Closer to QE Than Anyone Thinks 39:54 - Today's YouTube Poll 41:14 - What Will Markets Do Today?

Danielle DiMartino Booth, CEO and Chief Strategist at QI Research, joins Julia La Roche to break down the FOMC minutes. Danielle discusses the deep divisions within the Federal Reserve and their controversial decision-making heading into December. She argues the Fed is willfully ignoring abundant alternative data sources like ADP's weekly reports while claiming to fly blind without official jobs data—data that won't be released until after their December meeting due to administrative delays. Booth warns that if the Fed doesn't cut rates in December, they risk triggering a liquidity crisis similar to December 2018, when Powell's hawkish stance caused a market bloodbath on Christmas Eve and forced him to reverse course. This episode is brought to you by VanEck. Learn more about the VanEck Rare Earth and Strategic Metals ETF: http://vaneck.com/REMXJuliaLinks:    Danielle's Twitter/X: https://twitter.com/dimartinobooth  Substack: https://dimartinobooth.substack.com/ YouTube: https://www.youtube.com/@DanielleDiMartinoBoothQIFed Up: https://www.amazon.com/Fed-Up-Insiders-Federal-Reserve/dp/0735211655Timestamps: 0:00 - Introduction & post-FOMC reaction0:27 - Deep divisions within the Federal Reserve1:47 - Fed's tone deafness on inflation concerns2:05 - Politics at the Federal Open Market Committee3:32 - Alternative data sources: ADP & jobless claims5:38 - The irony: administration's self-inflicted rate cut problem6:51 - ADP data: what Powell said vs. what the Fed does7:32 - Market reaction & Nvidia's impact8:13 - Should the Fed cut rates in December?9:39 - Powell's contacts: the willful blindness problem10:12 - Fed independence vs. politicization11:28 - The damage of playing politics with monetary policy13:51 - Treasury yields & market concerns17:38 - Debt servicing crisis & political implications26:54 - Private credit & private equity discussions27:30 - Liquidity crisis warning: emergency rate cut risk28:44 - Question for Powell?29:27 - Why an emergency cut may be necessary31:52 - Closing thoughts

The Epstein estate claimed it was facing a liquidity problem when the victims' compensation fund requested additional payouts, arguing that although the estate's total value appeared substantial, most of the assets were tied up in hard-to-sell property, aircraft, and other non-liquid holdings. They stated that they did not have enough immediately accessible cash to fulfill compensation requests and could not provide a clear timeline for resolving the issue, which resulted in a temporary pause on new settlement offers.Victims' attorneys and officials sharply criticized the move, suggesting the liquidity explanation functioned more as a stalling tactic than a genuine financial obstacle. They pointed out that the estate continued covering operational and legal expenses during the payout freeze, raising suspicion about priorities and transparency. The announcement also came amid steep reported declines in the estate's overall valuation, prompting questions about where the money had gone and whether resources were being shielded rather than distributed to survivors.to  contact me:bobbycapucci@protonmail.comBecome a supporter of this podcast: https://www.spreaker.com/podcast/the-epstein-chronicles--5003294/support.

If you've been punting your estate planning all year, this is your wake-up call. In this episode, I bring in Griffin Bridgers—a recovering attorney who lives in this space—to tear down the myths and get you moving before the holidays eat your calendar. We get real about why estate planning slips to the bottom of the list: nobody wants to think about death, and everybody swears they'll “get to it later.” Later rarely comes. We start with basics that most people still miss: your will's validity, witness requirements, and why “perfect is the enemy of good.” Get the core documents done, then build the habit of revisiting them as your life changes—because it will. Your family changes. Your relationships change. Your appointees change. Set-and-forget is a fantasy. Review is the job. Then we crack open the myths: “The bank has my beneficiary, so I'm covered” (no, that's not a plan), and “my attorney has the originals, so I don't need to track anything” (do your people even know how to reach that attorney—or if they're still practicing?). This is where good intentions die and heirs get stuck. Business owners—this one's for you. Your buy-sell is not a checkbox. It's a minefield of human behavior, valuation drift, liquidity shortfalls, “I'm done working but still own 50%” scenarios, and spouses who don't agree with your sweetheart deal. If you don't define the rules, a judge will. Griffin's core punchline is simple: death is never easy, but you can make it easier. Start with the “who” and the “how.” Review your will, trusts, POAs, and—crucially—the people you've named. Educate them on their roles. Create an instruction manual so someone can actually run the playbook when you're gone. Then get your corporate docs in one place, with minutes and filings current. Organize first. Then review. Then fix. Watch the full episode here: https://youtu.be/7ZRs0r_XCVsAs always we ask you to comment, DM, whatever it takes to have a conversation to help you take the next step in your journey, reach out on any platform!Twitter, FaceBook, Instagram, Tiktok, LinkedinDISCLOSURE: Awards and rankings by third parties are not indicative of future performance or client investment success. Past performance does not guarantee future results. All investment strategies carry profit/loss potential and cannot eliminate investment risks. Information discussed may not reflect current positions/recommendations. While believed accurate, Black Mammoth does not guarantee information accuracy. This broadcast is not a solicitation for securities transactions or personalized investment advice. Tax/estate planning information is general - consult professionals for specific situations. Full disclosures at www.blackmammoth.com.

BlockDAG Email Claims New Leadership From Early Ethereum & Cardano; #Bitcoin Liquidity Stress; and SEC Allegedly Moving On From Crypto #Crypto #Cryptocurrency #podcast #BasicCryptonomics #Kaspa #Pi Website: ⁠⁠⁠⁠https://CryptoTalk.FM Facebook: ⁠⁠⁠⁠@ThisIsCTR⁠⁠⁠⁠ Discord:⁠⁠⁠⁠ @CryptoTalkRadio⁠⁠⁠⁠ Chapters (00:00:01) - Crypto Talk Radio(00:02:12) - Currency Review(00:02:59) - He Bought Bitcoin With Other People's Money(00:06:58) - CrowdStrike Outage: Why It Hurt Cryptocurrency Prices(00:13:36) - Robinhood to Shut Down Cash Card(00:15:04) - Block Dag Management Shakeup: Minor Delivery, Fully Secured,(00:17:10) - A shoutout to Josh Case and Black DAG(00:19:28) - Cryptocurrency: What to Get Into

Thomaz Teixeira, CEO of BRL1, and Ben Reid, Head of Stablecoins at Bitso, join host Aaron Stanley to discuss the BRL1 stablecoin project.BRL1 is a one-to-one Brazilian real-pegged token developed by a unique consortium of major crypto exchanges including Mercado Bitcoin, Bitso, Foxbit, and Cainvest. We explore how competitors joined forces to build shared infrastructure that reduces friction for market makers and liquidity providers moving value across global exchanges. Teixeira and Reid highlight BRL1's impressive early traction, with the token already ranking as the sixth or seventh highest-volume asset on Brazilian exchanges despite launching just months ago. We examine how the consortium model creates network effects that drive adoption, the growing interest from institutional market makers positioning for local currency stablecoins, and how BRL1 addresses interoperability challenges similar to those the now-shuttered Drex project aimed to solve.You can connect with Thomaz and Ben on Linkedin------------------------------------------------------------------Brazil Crypto Report is presented by AveniaIf you're building a wallet, a crypto consumer app, or a global payment platform, Avenia is your bridge to Latin America. Instantly connect to PIX, SPEI, and CBU using stablecoins — with one API. No banks. No FX desks. No SWIFT. Move money globally, with full compliance and real-time settlement. Learn more at ⁠⁠⁠⁠avenia.io⁠⁠⁠⁠.------------------------------------------------------------------Figment is the leading independent provider of staking infrastructure with $18B assets under stake and provides the complete solution for over 1000 institutional clients in Latin America and globally. Through its enterprise-grade infrastructure, Figment enables clients such as banks and exchanges, to earn rewards on Proof-of-Stake assets such as Ethereum and Solana, while maintaining the highest standards of security, compliance, and performance.Learn more at ⁠⁠figment.io⁠⁠-------------------------------------------------------------------

The Epstein estate claimed it was facing a liquidity problem when the victims' compensation fund requested additional payouts, arguing that although the estate's total value appeared substantial, most of the assets were tied up in hard-to-sell property, aircraft, and other non-liquid holdings. They stated that they did not have enough immediately accessible cash to fulfill compensation requests and could not provide a clear timeline for resolving the issue, which resulted in a temporary pause on new settlement offers.Victims' attorneys and officials sharply criticized the move, suggesting the liquidity explanation functioned more as a stalling tactic than a genuine financial obstacle. They pointed out that the estate continued covering operational and legal expenses during the payout freeze, raising suspicion about priorities and transparency. The announcement also came amid steep reported declines in the estate's overall valuation, prompting questions about where the money had gone and whether resources were being shielded rather than distributed to survivors.to  contact me:bobbycapucci@protonmail.comBecome a supporter of this podcast: https://www.spreaker.com/podcast/the-moscow-murders-and-more--5852883/support.

Streaming live Mondays at 6pm ET on The Jack Mallers Show YouTube channel.

Front Run The Week — Free SignalsGet early signals before they hit headlines. Subscribe free — or upgrade for member rewards — at https://tokentrust.substack.comBitcoin didn't fall 25% because of politics — it fell because U.S. dollar liquidity snapped. And at the same time BRICS nations are fully ditching the dollar for settlement, Citadel is quietly helping Ripple build a modern banking stack.In this episode, Chip breaks down the real story behind the Bitcoin dip, why de-dollarization is accelerating at the exact moment TradFi is laying fresh settlement rails, and why assets like XRP are starting to function less like trades and more like transfers in a new global system.You'll also hear how ISO-20022, bank-charter applications, Digital Asset Treasuries, and the “cement isn't dry” theory all converge into one thing: the future economy is being rewired under our feet — and retail still thinks it's about vibes.If you want Monday's Signals breakdown and the full map of the narratives driving Q4 and Q1, subscribe on Substack. Signals — 7-Day Free TrialGet early market signals, macro indicators, and the projects I'm tracking before they trend. Start your free 7-day trial at https://tokentrust.substack.com

This week, we went live to discuss the current state of markets. We deep dive into what's next for crypto, Aave's app launch, the B2B model for blockchains, Pump Fun & more. Enjoy! Thanks for tuning in! As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice. -- Follow Blockworks Research: https://x.com/blockworksres Follow Danny: https://x.com/defi_kay_ Follow Boccaccio: https://x.com/salveboccaccio -- Katana directs chain revenue back to DeFi users for consistently higher yields. It starts with VaultBridge, which turns bridged assets into yield streams that back a perpetually funded real yield, boosting rewards for DeFi users. Katana is pioneering Productive TVL, assets actually being used in DeFi and reinforces this with Chain-owned Liquidity, permanent liquidity the chain controls. Stop sleeping on your bags: https://app.katana.network/?utm_source=BW-Pod -- Uniswap's Trading API offers plug-and-play access to deep onchain and off-chain liquidity, delivering enterprise-grade crypto trading without the complexity - from one of the most trusted teams in DeFi. Click to get started with seamless, scalable access to Uniswap's powerful onchain trading infrastructure. https://hub.uniswap.org/utm_source=blockworks&utm_medium=podcast&utm_campaign=ww_web_bw_awa_trading-api_20251117_podcast_clicks -- A yearly Blockworks Research subscription is $4,500, but now you can get our latest MetaDAO research report absolutely free. Read up on the latest funding models and what it all could mean for the future of ICOs: https://link.blockworks.co/metadaoreport -- Subscribe on YouTube: https://bit.ly/3foDS38 Subscribe on Apple: https://apple.co/3SNhUEt Subscribe on Spotify: https://spoti.fi/3NlP1hA Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: ⁠https://blockworks.co/newsletter/⁠ -- Timestamps: (0:00) Introduction (1:01) State of The Market (5:52) Has The DAT Bubble Burst? (14:30) Aave Launches Aave App (27:02) The Difference Between Ecosystems Growth Strategy (43:05) Ads (Katana & Uniswap) (45:52) Is B2B The Business Model For Blockchains? (52:20) Has Memecoin Trading Peaked? (57:22) Katana Ad (57:59) Pump Fun -- Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place Blockworks Research: https://www.blockworksresearch.com/ Free Daily Newsletter: https://blockworks.co/newsletter -- Disclaimer: Nothing said on 0xResearch is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Boccaccio, Danny, and our guests may hold positions in the companies, funds, or projects discussed.

Volatility returned to the stock market this week.Partly due to growing concerns about the sustainability of the AI spending boom.Partly due to further stresses building in the credit market.And also due to a growing shortfall of liquidity.Portfolio manager Michael Lebowitz and I discuss each of these in depth in this week's Market Recap.For everything that mattered to markets this week, watch this video.WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com#artificialintelligence #federalreserve #liquidity _____________________________________________ 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.

Nov 14, 2025 – Amid mounting concerns about market liquidity, Financial Sense's Chris Puplava explains why the Federal Reserve may soon intervene to stabilize short-term funding. As the Fed shrinks its balance sheet, reserves risk falling from “ample” to...

In this episode, we sit down with Bob Elliott for a wide-ranging conversation about the late-cycle economic backdrop, the Fed's dilemma, AI's real economic impact, the cracks forming beneath the surface of private credit and private markets, and the growth of hedge-fund-style strategies inside ETFs. Bob walks through what he is seeing in the labor market, inflation, tariffs, and risk assets, and then breaks down how Unlimited is building replication-based ETF strategies to capture hedge fund returns at low cost.Topics covered:• The late-cycle economy and the disconnect between markets and weakening real-world data• Why labor markets look softer than headlines suggest• How tariffs are affecting inflation, growth, and consumer spending• The Fed's policy bind and why reasonable cases exist for both cutting and holding• The slowdown in household income growth and the idea of a “slow-cession”• AI spending, productivity claims, and why the economic benefits are not yet showing up• The self-referential nature of Big Tech AI spending and poor return on AI CapEx• Why real-economy companies may not see meaningful profit uplift from AI• The private credit and private equity concerns Bob sees building• Hidden risks and information asymmetry in private-market products• New hedge-fund-style ETF strategies built using replication technology• Equity long-short, global macro, and managed futures as standalone ETF exposures• Why fee reduction is the most durable source of hedge-fund alpha• How advisors are shifting from 60/40 toward 50/30/20 allocations with alternativesTimestamps:00:00 Macro conditions and weakening labor market02:00 Disconnect between markets and the real economy04:00 Working without government data during the shutdown06:00 Inflation trends and tariff impacts10:00 Fed policy, cuts, and late-cycle dynamics12:30 Income-driven vs debt-driven cycles15:00 Slow-cession and household spending power18:30 Fed uncertainty and prediction challenges21:00 Why the Fed paused quantitative tightening25:00 Liquidity, reserves, and bank system mechanics28:00 Equity markets, expectations, and AI mania31:00 AI spending, productivity doubts, and return on investment37:00 Business models, layoffs, and macro implications40:00 Private credit, private equity, and hidden risks45:00 How some private-market ETFs may disadvantage retail investors47:00 New Unlimited ETF strategies and how replication works52:00 Equity long-short, macro, and managed futures inside an ETF55:00 Late-cycle benefits of tactical positioning57:00 Future strategies and expanding the replication lineup59:00 Fee advantages and democratizing hedge-fund-style returns

Writer–investor Mel Mattison joins The Last Trade to break down why sub-$100K BTC could be the launchpad for a +50% move — driven by a liquidity flip, fiscal stimulus, and central banks cornered by debt. Gold, Bitcoin, and the coming debasement trade — explained. Get Onramp's weekly Research & Analysis → https://onrampbitcoin.com/research---

Most founders underestimate how much strategy, preparation, and marketing it actually takes to run a successful Reg CF or Reg A+ crowdfunding campaign. Legal compliance matters — but according to attorney Marty Tate, one of the most respected experts in regulated investment crowdfunding, momentum and marketing ultimately determine whether your raise succeeds or fails. In this episode of Test. Optimize. Scale., Marty breaks down the real mechanics behind Reg CF, Reg D, and Reg A+; the timelines founders should expect; what derails campaigns; and why only a small percentage of issuers ever hit seven figures. Whether you're exploring your first crowdfunding raise or preparing to scale into a larger Reg A+, this conversation will help you set your campaign up the right way and avoid the costly mistakes first-time issuers usually make.

Ben Brady, CEO of Harcourts Auctions, sits down with Sean Uyehara, Area Manager of Geneva Financial, to unpack one of the most powerful — and overlooked — mortgage strategies available today: the First Lien HELOC.Sean explains how this product, widely used in Australia but still emerging in the U.S., allows homeowners to pay off their mortgages in 3–7 years instead of 30. He breaks down exactly how it works, who it's for, and why it's fundamentally changing the way people think about homeownership and liquidity. You'll learn how this approach turns your home equity into a powerful financial tool — letting you access capital, avoid unnecessary interest, and build wealth faster without changing your lifestyle.The conversation then shifts to social media, where Sean shares how he's built a 90% lead-generating business through TikTok and Instagram. From posting 100 videos fast to using TikTok's content-gap insights, he reveals the repeatable framework that took his brand from invisible to over 2 million monthly views. If you've ever wondered how to mix financial innovation with content consistency, this episode delivers both the blueprint and the mindset.Timestamps & Key Topics[00:00:00] – What is the First Lien HELOC and why it's popular abroad[00:02:00] – How it helps homeowners pay off mortgages 25 years early[00:04:00] – Who it's for (and when it doesn't work)[00:06:45] – Turning your home equity into a self-financing tool[00:08:30] – Liquidity, access to capital, and financial freedom[00:10:00] – Avoiding debt traps and budgeting for success[00:11:45] – Real-world examples of payoff timelines[00:14:00] – Sean's social media playbook for loan officers & agents[00:16:10] – The “100 Video Rule” and content-gap strategy[00:19:00] – Automating your posting across 6+ platforms[00:21:00] – Converting leads through comments, DMs & drip campaigns[00:22:40] – The connection between niche content and massive traction

Don and Tom question a surprising Wall Street Journal column arguing that annuities should become the default option in 401(k) plans. They explore why the idea is gaining traction, where the logic breaks down, and how the insurance industry benefits when complexity outpaces understanding. Along the way, they dig into the real shortcomings of annuities—fees, opacity, inflation risk, liquidity traps—and why “guarantees” often mask the true cost. Listener questions follow, covering tax-efficient stock cleanup at Schwab, spouse disagreements over individual stock picking, automatic ETF withdrawals at Vanguard, and building Dimensional portfolios inside Aspire plans. 0:04 Don's rant: “What the world needs now is… more annuities?” 1:20 WSJ's argument: make annuities the 401(k) default 2:05 Why income complexity doesn't justify default annuities 3:01 Do annuities actually solve longevity risk? 3:29 Inflation, joint-life costs, and who really wins 4:20 Insurance industry reputation and the unanswered criticisms 5:15 High fees, opacity, and why mistrust is earned 5:59 Are annuity sales tactics the real barrier? 7:02 Should annuities be in 401(k)s at all? Don vs. Tom 7:36 Why annuities are mostly sold, not bought 9:10 Liquidity traps and major-life-event risks 10:01 Why “plans” matter more than “products” 10:57 Listener questions: why nobody calls anymore 11:14 Q1: Selling a brokerage full of individual stocks at Schwab 12:46 Q1b: How to convince a spouse who loves stock picking 14:21 Indexing vs. anecdotal evidence 16:21 SPIVA data and why active managers lose 17:02 Q2: Can Vanguard automate ETF withdrawals? 19:05 Fractional shares and why purchases are allowed 20:25 Q3: Aspire 403(b) options and DFA overload 23:46 How many DFA funds do you really need? 24:44 Micro-cap risks and portfolio sprawl 25:42 Tom's pumpkin-patch grandkid cameo Learn more about your ad choices. Visit megaphone.fm/adchoices

The scent of QE is back. With overnight funding markets flashing early stress and NY Fed President John Williams hinting at “gradual asset purchases,” it's clear: the liquidity cycle is turning again. But the real question is why markets have become so dependent on the Fed in the first place. Lance Roberts & Michael Lebowitz break down how the 2008 financial crisis fundamentally rewired market plumbing, sidelined private liquidity providers, and turned the Federal Reserve into the primary—and often the only—source of liquidity in the financial system. 0:00 - INTRO 0:20 - Government Shutdown Concludes - Deluge of Data to Follow 3:04 - Dow 48,000 9:43 - Will the Fed Cut Rates? 13:21 - Why the Rush to Cut Rates? 17:14 - What's Causing Turmoil at the Fed? 20:42 - What Changed w Bank Reserves? 24:31 - Capital Rules, Liquidity Rules, & Disincentives 26:20 - Breaking the Buck 28:45 - The Fed-led Liquidity Regime 30:32 - What Are the Drivers of Elevated Valuations? 34:10 - When the Government Spends Money... 37:42 - What Would Michael Do (if he was Fed Chairman)

In this episode of the Dental Boardroom Podcast, host Wes Read, CPA and financial advisor at Practice CFO, and Dr. Howard Farran, Founder of Dentaltown, delve into the evolving landscape of dental ownership from the rise of private equity in dentistry to the challenges and opportunities facing today's practitioners.They explore how cheap financing and investor enthusiasm fueled massive consolidation in the dental space over the past decade, and why the focus is now shifting from quantity to quality. As interest rates rise and capital tightens, DSOs and private equity groups are becoming more selective, prioritizing well-run, profitable practices over sheer scale.The discussion also contrasts private equity-led DSOs with those founded and guided by dentists, examining how leadership, culture, and long-term vision shape patient outcomes and professional integrity.Dr. Farran passionately defends the importance of dentist-led organizations, transparency, and long-term patient relationships, emphasizing that dentistry is a “sacred profession,” not just a business. Wes complements this view with a grounded financial perspective, offering practical advice for dentists who aspire to grow sustainably, without losing their clinical focus or personal balance.Key TakeawaysThe PE Boom and Shift: Low interest rates and abundant capital fueled a buying frenzy in dental practices, but the landscape is changing with higher borrowing costs.From Volume to Value: DSOs are now focused on high-quality operations and sustainable cash flow rather than mass acquisitions.Dentist-Led vs. Investor-Led DSOs: Dr. Farran stresses that DSOs led by clinicians, not “suits,” create better care models and stronger trust with patients.Operational Mastery First: Before expanding, dentists should perfect one successful “prototype” practice much like McDonald's perfected its first store before scaling.Liquidity and Transparency Matter: Private equity's lack of transparency and illiquidity pose risks; publicly traded or dentist-owned models offer more accountability.AI and Dentistry: Both see promise and potential pitfalls as AI expands into diagnostics and insurance, cautioning that technology can empower or restrict clinicians depending on who controls it.

The scent of QE is back. With overnight funding markets flashing early stress and NY Fed President John Williams hinting at "gradual asset purchases," it's clear: the liquidity cycle is turning again. But the real question is why markets have become so dependent on the Fed in the first place. Lance Roberts & Michael Lebowitz break down how the 2008 financial crisis fundamentally rewired market plumbing, sidelined private liquidity providers, and turned the Federal Reserve into the primary—and often the only—source of liquidity in the financial system. 0:00 - INTRO 0:20 - Government Shutdown Concludes - Deluge of Data to Follow 3:04 - Dow 48,000 9:43 - Will the Fed Cut Rates? 13:21 - Why the Rush to Cut Rates? 17:14 - What's Causing Turmoil at the Fed? 20:42 - What Changed w Bank Reserves? 24:31 - Capital Rules, Liquidity Rules, & Disincentives 26:20 - Breaking the Buck 28:45 - The Fed-led Liquidity Regime 30:32 - What Are the Drivers of Elevated Valuations? 34:10 - When the Government Spends Money... 37:42 - What Would Michael Do (if he was Fed Chairman)

In this episode of the Prosperity Podcast, Kim and Spencer explore key financial lessons families can learn from the government shutdown, minus the politics. Discover insights on dependency, liquidity, self-reliance, and creating your personal family economy. It's rich with practical advice and an eye-opening perspective on financial independence that's crucial for everyone aiming to secure their future. Tune in to learn how to build resilience and make prosperity a family mantra! Prosperity Thinkers is proud to be an affiliate of the transformative Gravy Stack movement, helping individuals around the world unlock their potential and achieve financial freedom. By providing resources, tools, and mentorship, we contribute to creating a culture of abundance, possibility, and growth. Please note, that as an affiliate, we may receive compensation for our efforts. Our collaboration, however, goes beyond financial arrangements; we truly believe in the power of the Gravy Stack movement to change lives and foster prosperity. Best-selling author Kim Butler and Spencer Shaw show you how to take more control of your finances. Tune in to The Prosperity Podcast to learn more about Prosperity Thinkers' thinking and strategies today! Do you have a question you would like answered on the show? Please send it to us at hello@prosperitythinkers.com and we may answer it in an upcoming episode.   Links and Resources from this Episode For resources and additional information of this episode go to https://prosperitythinkers.com/podcasts/ http://prosperityparents.com/  https://storage.googleapis.com/msgsndr/yBEuMuj6fSwGh7YB8K87/media/68e557c906b06d836d9effad.pdf  https://www.youtube.com/@KimDHButler   Show Notes Entrepreneurial independence from government. Dependency on a single income is fragile. Importance of having a substantial emergency fund. Liquidity provides resilience and mental clarity. Moving beyond self-reliance to community reliance. Hiring others for efficiency and effectiveness. Creating your family's own economic stability. Focusing on personal and family mental economy.   Special Listener Gift Free eBook: Activating Your Prosperity Guide.   Kim Butler's groundbreaking eBook/ audiobook explains why typical financial advice may be sabotaging your wealth... and what to do instead!    Review and Subscribe If you like what you hear please leave a review by clicking here   Subscribe on your favorite podcast player to get the latest episodes. iTunes RSS  

TakeawaysThe lower the exchange certified stocks go, the more dangerous it is for the liquidity of the market.Liquidity is crucial for the stability of financial markets.Futures contracts require underlying assets to guarantee their value.A futures contract is essentially a promise to buy or sell an asset at a predetermined price.Market participants must trust that they can execute futures contracts without issues.The relationship between certified stocks and market liquidity is significant.Understanding futures contracts is essential for navigating financial markets.Market liquidity impacts the overall economy and investor confidence.The dynamics of supply and demand play a critical role in market liquidity.Effective risk management strategies are necessary for dealing with futures contracts. Ice Coffee C Daily Stocks Part of The Exchange Coffee Podcasting Network TAKE OUR LISTENER SURVEY Visit and Explore Covoya!

Crypto News: Bitcoin price starts to rise as US government reopens, Trump suggests $2,000 tariff dividend for Americans, and Fed to return to QE. U.S. Regulator That May Rule Over Digital Assets Pushing Toward Crypto Spot Trading.Brought to you by ✅ VeChain is a versatile enterprise-grade L1 smart contract platform https://www.vechain.org/ 

Crypto News: Ray Dalio warns Fed is stimulating the economy into a bubble and assets like crypto will pump. Banks lobby US Treasury for blanket stablecoin yield ban, Coinbase pushes back. Brought you by

PREVIEW. AI, Corporate Staffing Reduction, and Consumer Liquidity Issues Threatening a Recession. Chris Riegel discusses how while AI contributes to corporate staff reduction (e.g., IBM), financial results from quick service restaurants like Chipotle indicate consumer challenges. Specifically, younger consumers are financially strained, leading to negative results and consumers trading down. This problem with consumer liquidity represents early signs of what could become a nasty recession, though its progression is unknown. Retry

Payment chains are heating up. Not every “stablecoin chain” is playing the same game. Codex cofounder and CEO Haonan Li joins David to map the real landscape: what neutrality looks like in practice, why the bottleneck isn't TPS but fiat-to-stable friction, and how on-chain FX could pull global flows. We dig into the Bear-Chain incentive trap. Why Codex chose to build as an Ethereum L2. The case for app-specific rollups that return value to ETH. And the growing split between projects that bundle value toward Ethereum and those that pull it away. ---

#253: My top 10 takeaways from a retreat for high-net-worth investors, which will cover investing, managing risk, investing in your health, building meaningful relationships, parenting with purpose, and defining success in a way that goes far beyond money. Tad Fallows is the co-founder of Long Angle, a private community for investors with more than $2.2 million in assets. He previously co-founded iLab Solutions, a global leader in cloud-based lab management software, which was acquired by Agilent Technologies. Link to Full Show Notes: https://chrishutchins.com/10-lessons-wealth-health-happiness Partner Deals LMNT: Free sample pack of my favorite electrolyte drink mix Vuori: 20% off the most comfortable performance apparel I've ever worn Gelt: Skip the waitlist on personalized tax guidance to maximize your wealth Fabric: Affordable term life insurance for you and your family MasterClass: Learn from the world's best with 15% off For all the deals, discounts and promo codes from our partners, go to: chrishutchins.com/deals Resources Mentioned Long Angle: Join a free private community for high net worth investors What Is BRCA2? Sober Founders ATH Podcast Ep #248: How to Stop Over-Optimizing and Focus on What Matters with Tim Ferriss Leave a review: Apple Podcasts | Spotify Email for questions, hacks, deals, and feedback: podcast@chrishutchins.com Full Show Notes (00:00) Introduction (02:01) Why Health Is Your Most Important Asset (04:13) How to Become Your Own Health Advocate (08:14) Different Ways to Invest in Fitness and Accountability (12:27) Relationships: The Ultimate Compound Asset (14:03) Why Adult Friendships Are So Hard to Build and Maintain (16:05) Reclaiming Time for Relationships and Family (17:15) The Power of Intentional Travel (20:43) Lighthouse Parenting: Why You Should Allow Your Kids to Struggle (25:01) Learning From Your Kids' Limitless Imagination (25:56) A Simple Exercise to Expand What's Possible in Every Area of Life (28:47) Redefining Success and Purpose (34:09) Defining Your Objective to Simplify Complex Decisions (38:44) How to Think About Managing Risk (43:28) Diversifying Beyond the S&P 500 (47:53) Two Spectrums of Diversification and Liquidity (50:38) The Danger of Over-Optimizing (52:14) Why True Wealth Isn't About Dollars (55:45) The Importance of Designing a Life That Works For You Connect with Chris Newsletter | Membership | X | Instagram | LinkedIn Editor's Note: The content on this page is accurate as of the posting date; however, some of our partner offers may have expired. Opinions expressed here are the author's alone, not those of any bank, credit card issuer, hotel, airline, or other entity. This content has not been reviewed, approved or otherwise endorsed by any of the entities included within the post. Learn more about your ad choices. Visit megaphone.fm/adchoices

The stock market bubble is going to pop! And we're going to tell you when. In today's episode we discuss that price is the ultimate indicator of market truth. Charts, narratives, and data often distort reality, while price alone reflects what investors truly believe. Don't overcomplicate investing with speculative indicators, fear-based "chart crimes," and emotional herd behavior, especially in areas like AI stocks that echo the dot-com bubble. Fundamentals and narratives often mislead, while disciplined attention to price direction and risk management yields better results. We discuss...  Price is the purest and most reliable truth in markets, capturing the collective judgment of all participants and filtering out misleading narratives. Investors often get trapped by "chart crimes," forcing technical patterns or trends that confirm what they want to see rather than what the market is actually showing. Investors often believe that deeper analysis means better insight, but in truth, simplicity and clarity around price direction outperform complex models. There are strong parallels between the current AI investment boom and the late-1990s dot-com bubble. Euphoric narratives around transformative technologies tend to overinflate valuations before reality catches up. AI enthusiasm is driving herd behavior, where investors fear missing out on perceived "once-in-a-lifetime" gains, leading to speculative excess and distorted valuations. Most investors misjudge risk, confusing volatility with opportunity, and failing to respect the message that price declines are often early warnings of deeper structural problems. There are under-appreciated risks building in private markets, especially private credit and private equity, which have grown rapidly outside the scope of traditional regulation. Private credit lacks transparency, liquidity, and oversight, creating potential systemic vulnerabilities if credit conditions tighten or defaults rise. In contrast, regulated banks, though unpopular, are more transparent and stress-tested, making them safer in relative terms despite their public scrutiny. Investors chasing yield in private markets are ignoring the lessons of past crises, mistaking the illusion of stability for real safety. Liquidity is an often-overlooked advantage, allowing investors to act decisively when market conditions change instead of being trapped in illiquid positions. Stay grounded in simplicity, price truth, and discipline, avoid the noise of narratives, the allure of complexity, and the comfort of consensus thinking.   Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | Mergent College Advisors Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter/X: https://x.com/MTIPodcast For more information, visit the show notes at https://moneytreepodcast.com/stock-market-bubble-761