This episode is sponsored by Nexo.io, Chainalysis, FTX US and NEAR. On today's episode, NLW provides a primer on the recent history of oil markets. He looks at how oil went from trading in negative territory in April 2020 to being a massive contributor to 2022's inflation. Finally, he explores how oil reflects political realignments that will shape the world in the years to come. - Nexo is a security-first platform where you can buy, exchange and borrow against your crypto. The company safeguards your crypto by relying on five key fundamentals including real-time auditing and insurance on custodial assets. Learn more at nexo.io. - Chainalysis is the blockchain data platform. We provide data, software, services and research to government agencies, exchanges, financial institutions and insurance and cybersecurity companies. Our data powers investigation, compliance and market intelligence software that has been used to solve some of the world's most high-profile criminal cases. For more information, visit www.chainalysis.com. - FTX US is the safe, regulated way to buy Bitcoin, ETH, SOL and other digital assets. Trade crypto with up to 85% lower fees than top competitors and trade ETH and SOL NFTs with no gas fees and subsidized gas on withdrawals. Sign up at FTX.US today. - NEAR is a simple, revolutionary Web3 platform for decentralized apps, created by developers for developers. More than 700 projects are now building on NEAR's fast, secure and infinitely scalable protocol, from DeFi apps to play-and-earn games, NFT marketplaces and more. Start your developer journey now by visiting NEAR at near.org. - I.D.E.A.S. 2022 by CoinDesk facilitates capital flow and market growth by connecting the digital economy with traditional finance through the presenter's mainstage, capital allocation meeting rooms and sponsor expo floor. Use code BREAKDOWN20 for 20% off the General Pass. Learn more and register: coindesk.com/ideas - “The Breakdown” is written, produced by and features Nathaniel Whittemore, aka NLW, with editing by Rob Mitchell and research by Scott Hill. Jared Schwartz is our executive producer and our theme music is “Countdown” by Neon Beach. The music you heard today behind our sponsors is “The Now” by Aaron Sprinkle. Image credit: sesame/Getty Images, modified by CoinDesk. Join the discussion at discord.gg/VrKRrfKCz8.
0:00 Bestie intros 3:02 Where Masa and SoftBank went wrong, why VC isn't scaleable, Vision Fund impact 27:59 Metrics that signify a bubble or the top of a market 36:46 US macroeconomic picture 50:45 FBI raids Mar-a-Lago, Trump back in news Follow the besties: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://group.softbank/system/files/pdf/ir/presentations/2022/earnings-presentation_q1fy2022_01_en.pdf https://www.wsj.com/articles/softbank-reports-23-billion-quarterly-loss-as-tech-downturn-hits-11659940047 https://cloudedjudgement.substack.com/p/clouded-judgement-81222 https://www.wsj.com/articles/u-s-housing-affordability-in-june-was-the-worst-since-1989-11660312801 https://fred.stlouisfed.org/series/FIXHAI https://www.newyorkfed.org/microeconomics/hhdc https://twitter.com/AndrewYang/status/1556987104219090945 https://twitter.com/andrewcuomo/status/1556990308424028163 https://twitter.com/elonmusk/status/1546669610509799424 https://twitter.com/michaeljburry/status/1557934401505308672
Here's a full-length episode from Real Vision's original series, Raoul Pal: Real Vision - be sure to subscribe. Jurrien Timmer, the Global Director of Macro for Fidelity Investments, joins Raoul to talk about why crypto investors need to be aware of the prevailing macro environment and the factors that influence it – things like interest rates, inflation, and the money supply. Jurrien and Raoul sketch an essential macro framework as useful and valuable in the crypto market as it is in traditional markets. Sit back and enjoy this jam-packed conversation between two deeply seasoned analysts. Learn more about your ad choices. Visit megaphone.fm/adchoices
U.S. stocks gapped higher at today's open and held onto big gains through the day, buoyed by signs in July's Consumer Price Index data that we've finally reached an inflection point for inflation. Both headline and core measures came in below consensus forecast, as the question turns to whether the trend has changed. Plunging yields across the U.S. Treasury curve suggest investors believe it has. Weston Nakamura joins Andreas Steno Larsen at the top of today's Daily Briefing to talk about price action across asset classes leading up to and in the aftermath of this morning's report. Andreas welcomes Darius Dale, the founder and CEO of 42 Macro, for an assessment of the July CPI data in the broader context and the “evolving distribution of probable outcomes.” What does this print mean for markets, especially as it comes from a month when the U.S. economy added more than 500,000 jobs? And what does the Federal Reserve do next? “It's critical,” as Darius tweeted today, “to have a data-driven process that's able to recognize it in real-time.” Learn more about your ad choices. Visit megaphone.fm/adchoices
MacroVoices Erik Townsend and Patrick Ceresna welcome Nomura quant, Charlie McElligott to the show. Charlie shares whether there's another shoe to drop for this equity market, and if so, when it's coming. They also discuss rates and the gamma effects playing out this week. https://bit.ly/3Afi9C9 Download Charlie's slides: https://bit.ly/3BZze4t Download Big Picture Trading chartbook
Rachel de Sá, chefe de economia da Rico, e Lucas Collazo, especialista em alocação e fundos, fazem uma analise sobre China e muito mais no Macro Pickers, com participação de Fernando Fenolio, Sócio e Economista Chefe da WHG.
The Fed dropped the CPI number today spurring on some super positive macro conversation. OSF gave his bullish stance on this and all the recent positive data points, painting the picture of a possible soft landing out of the recession along with pouring up Hopium around the stage. Respected digital artist Alpha Centauri Kid joins us on stage to give us some artistic origins and healthy servings of insight. He discusses the Muse and how he has created unique dynamic NFTs. We also went into style and how ACK's personally style has been fluid and has changed yet retained the essence of his original work.Full notes here: gldn's notes See acast.com/privacy for privacy and opt-out information.
Hosts: Ansel Lindner and Christian Keroles Listen To This Episode: Apple / Spotify / Google / Libsyn / Overcast / RSS Fed Watch is a macro podcast, true to bitcoin's rebel nature. Each episode we question mainstream and bitcoin narratives by examining current events in macro from across the globe, with an emphasis on central banks and currencies. In this episode of Fed Watch, CK and I go through several charts, giving market updates on bitcoin, the dollar (DXY), and the Hong Kong dollar. Next, we examine the deteriorating situation in Pakistan, and ask the question, is it the next Sri Lanka. Lastly, we discuss the Taiwan - China situation and I read several important snippets, one from Chinese foriegn minister Wang Yi and the other from think tank expert Wang Wen. Audio listeners can follow along with the slides here. Don't forget to check out the Fed Watch Clips channel on YouTube. Liking and sharing YT videos is the best way for us to reach new people. Thank you!
Macro analyst Jesse Felder returns for Part 2 of our interview with him in which he explains the math behind why the markets would need to decline by at least 50% to be considered anywhere close to "fairly valued" He then shares the assets he likes best for the challenging road he sees ahead over the coming year. https://youtu.be/abqDpTjyc44
When you want to find a macro-friendly coffee recipe, Alex Moe, themacrobarista, is the guy you go to! His love of fitness, health, coffee, and dogs has transitioned this military veteran into an entrepreneur who gives back to dogs in need. We sat down to talk about his journey, Instagram strategy, and love of dogs! To get your own copy of Alex's e-book Be Your Own Barista, visit https://themacrobarista.com/be-your-own-barista/. If you want to donate to dogs in need, please consider donating to ASPCA, a rescue local to you, or making a purchase from KNINE Coffee Company! (10% of all profits from KNINE Coffee Company go to dogs in need) https://www.kninecs.com/ https://secure.aspca.org/donate/ps-gn-sl-tb-p1?ms=MP_PMK_Googlebrand-P1SL-T4&initialms=MP_PMK_Googlebrand-P1SL-T4&pcode=WPSKAXXGOGN1PK01014&lpcode=WPSKAXXGOGN2PK01014&ds_rl=1066461&gclid=CjwKCAjwlqOXBhBqEiwA-hhitGO4yoJXG5IeAe5UKKR2SC5jOl8mp_kkjrXQ44KvUPE-otiBfQlIPBoCDj4QAvD_BwE&gclsrc=aw.ds About the Guest: Alex Moe is more popularly known as themacrobarista across social media. Lives in Austin, TX with his dog, Bain. Spent 5 years in the air force before discovering his love for coffee. Dropped out of college to pursue content creation and start his coffee company KNINE coffee co, an e-commerce-based coffee company focused on giving back to dogs in need. He loves all things coffee, dogs, health and fitness, and music. http://themacrobarista.com https://www.instagram.com/themacrobarista/ https://www.kninecs.com/ https://themacrobarista.com/be-your-own-barista/ About the Host: Following the crumbs in the chaos is a full-time job as a Productivity Coach. As a busy mom of three and the founder of Chaos N' Cookies, keeping moms from crumbling is my main objective. After gaining 10+ years of experience as a Director of Marketing helping build multiple 6 & 7-figure businesses for other women I've created the Chaos Control System to equip moms to overcome their own objections so they can live the life they want to live and start that business they have always wanted. The Family Playbook, or standard operating procedure, is the tool every mama needs to save time and stress-less when chaos ensues at home. For new biz owners, I also help simplify systems on social media and other business platforms to automate processes to get their business up and running quickly and efficiently with how-tos and hands-on coaching. I have helped hundreds of women to be more productive and self-sufficient in their homes and businesses allowing them to reclaim control of the chaos. www.chaosncookies.com https://www.instagram.com/chaosncookies/ https://www.instagram.com/theheathergreco/ https://www.facebook.com/Chaos-n-Cookies-111324364538688 https://chaosncookies.com/shop https://linktr.ee/hsteinker Thanks for listening! Thanks so much for listening to our podcast! If you enjoyed this episode and think that others could benefit from listening, please share it using the social media buttons on this page. Do you have some feedback or questions about this episode? Leave a comment in the section below! Subscribe to the podcast If you would like to get automatic updates of new podcast episodes, you can subscribe to the podcast on Apple Podcasts or Stitcher. You can also subscribe in your favorite podcast app. Leave us an Apple Podcasts review Ratings and reviews from our listeners are extremely valuable to us and greatly appreciated. They help our podcast rank higher on Apple Podcasts, which exposes our show to more awesome listeners like you. If you have a minute, please leave an honest review on Apple Podcasts.
Jurrien Timmer, the Global Director of Macro for Fidelity Investments, joins Raoul to talk about why crypto investors need to be aware of the prevailing macro environment and the factors that influence it – things like interest rates, inflation, and the money supply. Jurrien and Raoul sketch an essential macro framework as useful and valuable in the crypto market as it is in traditional markets. Sit back and enjoy this jam-packed conversation between two deeply seasoned analysts. Learn more about your ad choices. Visit megaphone.fm/adchoices
In today's episode, we discussed Bryce Henson's story and his biggest lesson in building the massive fitness empire, FitBody Bootcamp. Beyond this, we dove into Bryce's routines, how he practices stoicism as a philosophy of life, and the legacy he wants to leave in this world. The Cliff Notes Bryce's Story and how he met his wife How he discovered his passion for fitness and went from opening up one fitness facility to being the CEO of the FitBody Bootcamp Franchise. Biggest lessons he has learned along the way Stoic Philosophy as a way of living The secrets behind helping thousands around the world lose weight as a part of FitBody Bootcamp Bryce's Future and Legacy About Bryce: Bryce Henson is CEO of Fit Body Boot Camp, the world's fastest-growing fitness boot camp franchise. Having nearly 15 years of experience in the fitness industry and owning 2 Fit Body locations, Bryce's passion is spreading fitness to the world. This is in addition to mentoring fitness professionals on how to grow their businesses and change more lives in their local communities. He is committed to inspiring and educating audiences on how to improve their lives by improving their fitness. Through Fit Body Boot Camp's World Wide Transformation Challenges, Bryce has overseen their global clients lose nearly a million pounds of weight loss. And more importantly is helping offset the obesity pandemic and provide more health and life to his following. Bryce also co-leads Fit Body Mastermind Group, an exclusive coaching group for high performing fitness professionals. Bryce was born in Atlanta, Georgia, grew up in Michigan and has spent most of his adult life in California. He is a graduate of Michigan State University and speaks Brazilian Portuguese fluently, having lived in Florianopolis, Brazil. He holds citizenship in the United States and Portugal. He enjoys world travel and is a fitness expert, coach, author, and inspirational leader. TO CONNECT WITH BRYCE Website: https://fitbodybootcamp.com/ Email: firstname.lastname@example.org Instagram: @realbrycehenson TO CONNECT WITH ME On Instagram: www.instagram.com/andresayesta On TikTok: https://vm.tiktok.com/tLLoyS/ On Youtube www.youtube.com/c/andresayesta Podcast IG page: www.instagram.com/planos_nutrition On Facebook: https://www.facebook.com/planosnutrition Our Facebook Community: https://www.facebook.com/groups/1934943366627043/?ref=bookmarks FREE RESOURCES To download my Macro Counting Guide tap here To download my Macro friendly meal planning guide tap here TO JOIN OUR PRIVATE FACEBOOK COMMUNITY Planos Nutrition Club - tap here FOR NUTRITION COACHING Apply here at https://planosnutrition.com/application
Nouvelle vidéo en mode discussion décontractée avec Dimitri de @Cryptoparadise Consulting : nous parlons du Liberland, du Bitcoin, de géo politique, et du déclin affligeant de l'Europe... Le lien dont je parle avec les économies à forte croissance en 2022 : https://fr.statista.com/infographie/2... CONTENU ÉDUCATIF, ce n'est pas du conseil en investissement. 0:00 Introduction / Liberland 4:52 Bitcoin / Marché crypto / DCA 21:15 Macro économie / Déclin de l'Europe
Today's guest is Lyn Alden, founder of Lyn Alden Investment Strategy one of my favorite macro thinkers. In today's episode, Lyn gives an overview of how she sees the world today, starting with why the US today reminds her of the 1940's. She touches on the state of inflation and US monetary policy and what her expectations are for the dollar from here. She shares why she's bullish on value stocks and real assets, and why she's closely watching European energy prices going forward. ----- Follow Meb on Twitter, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Today's episode is sponsored by The Idea Farm. The Idea Farm gives you access to over $100,000 worth of investing research, the kind usually read by only the world's largest institutions, funds, and money managers. Join today and get access to quarterly CAPE ratios, top podcasts and the entire research library. Subscribe for free here. ----- Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more. ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here!
De geloofwaardigheid van de ECB verkeert in buitengewoon zwaar weer, zo concludeert Sylvester Eijffinger, emeritus hoogleraar financiële economie aan Tilburg University. Eijffinger, die tevens vijftien jaar lid was van het Monetair Expert Panel - een orgaan dat een adviserende rol voor de ECB heeft - denkt dat de ECB het afgelopen half jaar serieuze beleidsfouten heeft gemaakt. 'Laat ik beginnen met de enorme overliquiditeit, die niet alleen onder Draghi ingezet is, maar onder de nieuwe, huidige president Lagarde voortgezet is', zo stelt hij. 'Denk aan het PEPP-programma, vanwege de coronapandemie.' Volgens Eijffinger had Lagarde de - door Draghi opengezette - geldkraan dicht moeten draaien. 'En bovendien had de Europese Commissie vanwege corona het EU Recovery Fund ingesteld. Dus er was eigenlijk geen reden voor de ECB om het opkoopbeleid in deze mate en met dit tempo door te zetten. Dat heeft Lagarde wél gedaan, en daarmee heeft ze niet alleen de overliquditeit van Draghi voortgezet, maar zelfs verder opgehoogd. Op een zeker moment stond er acht triljoen securities op de balans van de ECB, da's heel veel. Dan kun je zeggen dat het niet allemaal van het opkoopprogramma is, want dat omvat ook andere securities, maar het is wel allemaal basisgeld. Met andere woorden: dat creëert een overliquiditeit, en toen kwam de Oekraïne-oorlog. Én een energiecrisis, én een klimaatcrisis, en daardoor krijg je een soort kantelpunt waarbij alle overliquiditeit zich manifesteert in hoge inflatie.'See omnystudio.com/listener for privacy information.
Tim Davies calls himself “really an arranger that fell into orchestrating,” but that barely begins to describe the active and successful musical life that he leads. Born and educated in Australia, now based in Los Angeles, the Grammy-nominated and Annie-winning musician splits his time between orchestrating for features, television, and video games; composing his own scores; and conducting and arranging for orchestras all around the globe. Tim's film and TV credits as lead orchestrator and/or conductor include Frozen and Frozen 2, both Ant-Man movies, The Lego Movie 2, La La Land, Trolls, and The Peanuts Movie. He's prolific in the world of video games, including God of War, Infamous, Sims, the Resistance and Batman franchises, Spider-man, and Halo: Infinite. He's a busy conductor in concert halls and other live venues specializing in live to picture scores, and we haven't even mentioned all the special projects he's arranged for productions like the BBC Proms and Academy Awards. And if that wasn't enough, that pair of Grammy nominations were for his own big band recordings, where he not only composed the music, but played the drums, as well. Despite his busy schedule, Tim not only finds time to write extensively about his experience and approaches on his web site, timusic.net, but counts it as one of the most important things that he does. The series of articles about the craft of orchestration — complete with illustrated examples — numbers well into the dozens, and explores related subjects like conducting, jazz voicing, and — our favorite — music notation software. Philip Rothman and David MacDonald have a wide-ranging conversation with Tim in which all of those topics are explored. We start with Tim's early days as a student, where he made his own opportunities, and how his initiative and innate musicality combined with a relentless pursuit of practicality — along with a healthy dose of keyboard macros — has served him well as he worked his way to being one of the most sought-after professionals in the business. More on Scoring Notes: Dave Metzger, part 1: Arranging and orchestrating Dave Metzger, part 2: Workflow and tech
Quant crypto analyst Dan Tapiero, founder and CEO of 10T Holdings made a bold price prediction for the king cryptocurrency (BTC) to explode to $250K+ per coin as a result of the major BlackRock and Coinbase partnership, helping to usher in mass institutional Bitcoin adoption. "Chart that got BlackRock excited about partnership with Coinbase! No bigger a macro opportunity for BLK than acting to facilitate Bitcoin adoption. 5% shift in BLK assets is $500b...greater than BTC value today. Catalyst for path to $250k+ post btc halving becoming clear. Learn more about your ad choices. Visit megaphone.fm/adchoices
Welcome back to Therapy Chat! This week, host Laura Reagan, LCSW-C revisits an episode from 2016 on a very important subject - self care for helping professionals! Ashley Davis Bush, LICSW is a psychotherapist in private practice in southern New Hampshire with over 30 years' experience. Ashley has written several self-help books, including Transcending Loss and Simple Self-Care for Therapists. She is a regular contributor to the Huffington Post and has some great tips to share with us today about improving our relationships to self-care. Join us! What you'll hear in this episode: Ashley loves her work and counts it a privilege to be part of peoples' lives. Her private practice is in her home, and it's “a fun job, watching life unfold in front of you.” Even the simple choice of working from home can be a self-care choice. Ashley's work focuses on grief, couples, and anxiety, but self-care is a common thread that is woven into her work with all clients. Ashley says that much of her practice patterns itself after her books. Her most recent book introduces the idea of “micro self-care.” “Macro self-care”practices are the big things that we normally think of regarding self-care, but micro practices are short, simple things that can be done in 1-2 minutes. Ashley focuses on self-care to avoid burnout, which she categorizes as “little b” and “BIG B” types of burnout. “little b” burnout is when you are exhausted at the end of the day or week. You may need a good night's rest or a few days off to regenerate and recover. “BIG B” burnout is when you need to leave the field because you can't take it anymore. Ashley addresses “vicarious trauma,” in that ALL therapists do some sort of trauma work. Personal and professional experience can cloud the lens with which we see the world, but life's pains are a constant trauma. Ashley explains self-care vs. self-violence: when you don't take care of yourself, then you're doing harm (violence) to yourself. Mindfulness leads to grounding, bringing us into this moment right now. Ashley shares her Tibetan bell practice to help bring clients into mindfulness. She recommends using micro self-care practices at the beginning, middle, and end of your day. Ashley's book lists 40-50 suggestions as to how to scale down macro self-care practices into small micro practices. Making the transformation from macro to micro self-care practices requires thinking creatively, but shouldn't be overwhelming. Neuroplasticity is the science that show the brain can change in response to repetitive behaviors. You can rewire your brain to be more peaceful! When your brain is rewired, then your default setting comes to a place of gratitude and feeling good. Ashley's three takeaways: Have a basic plan for 3 micro self-care practices each day. Sleep 8-9 hours each night so you aren't tired during the day. Prioritize self-care, and you'll soon realize that you can't live without it! Be aware of the seasons of life, but regardless of the season, you can fit in micro self-care every da Find Ashley at www.ashleydavisbush.com. Thank you to TherapyNotes for sponsoring this week's episode! TherapyNotes makes billing, scheduling, notetaking, and telehealth incredibly easy. And now, for all you prescribers out there, TherapyNotes is proudly introducing E-prescribe! Find out what more than 100,000 mental health professionals already know, and try TherapyNotes for 2 months, absolutely free. Try it today with no strings attached, and see why everyone is switching to TherapyNotes. Now featuring E-prescribe. Click here or use promo code "chat" at www.therapynotes.com to receive 2 FREE months of TherapyNotes! This episode is also sponsored by Trauma Therapist Network. Learn about trauma, connect with resources and find a trauma therapist near you at www.traumatherapistnetwork.com. We believe that trauma is real, healing is possible and help is available. Therapists - join the TTN community and receive weekly support in live video calls. www.go.traumatherapistnetwork.com/register Podcast produced by Pete Bailey - https://petebailey.net/audio
The Bank of England announced its biggest rate hike since 1995 and forecast “long recession,” including five consecutive quarters of negative growth beginning in late 2022, as global central banks continue to take drastic measures to combat the worst inflation in nearly half a century. In the U.S., more data suggest the labor market is cooling off, as initial claims for unemployment insurance returned to pre-pandemic levels last week. The BoE's problem may be more acute than the Federal Reserve's because of the former's proximity to Europe's energy crisis. As Darius Dale tweeted today, there are positive catalysts out there, including the deal between Coinbase and BlackRock to make crypto trading easier for institutions. The question is how to interpret them. Darius, the founder and CEO of 42 Macro, joins Maggie Lake to talk about that and much more on today's Daily Briefing. Learn more about your ad choices. Visit megaphone.fm/adchoices
Het opkoopprogramma van de Europese Centrale Bank om renteverschillen te verkleinen heeft gewerkt, zo concludeert econoom en columniste bij de Volkskrant Heleen Mees. 'De ECB heeft het Pandemic Emergency Purchase Program (PEPP) stopgezet, maar er is afgesproken om de opbrengsten van aflossingen op staatsobligaties die op de balans van de ECB staan, te investeren in de staatsobligaties van landen die het nodig hebben. Landen waar fragmentatie dreigt te ontstaan. Dat gaat dan heel specifiek over Italië, Spanje, Portugal, Griekenland, maar ook om Finland. En de ECB heeft in juni en juli voor bijna 15 miljard euro aan Duitse staatsobligaties afgelost en er is voor bijna 4 miljard euro aan Nederlandse staatsobligaties afgelost. Dat geld heeft de ECB gebruikt om nieuwe staatsobligaties te kopen van Italië, Spanje, Griekenland en Finland.' Allemaal om de renteverschillen te verkleinen, en dat is een belangrijk iets volgens Mees. 'In half juni was er een spoedvergadering van de ECB omdat het renteverschil tussen Duitse staatsobligaties met een looptijd van tien jaar en Italiaanse staatsobligaties met een looptijd van tien jaar tot 2,5 procent was opgelopen. Genoeg reden voor de ECB om samen te komen, en op dat moment hebben ze ook gezegd dat ze een nieuw mechanisme gaan ontwikkelen. Op diezelfde dag besloten ze ook dat alle opbrengsten van obligatieaflossingen geïnvesteerd zouden worden in die van de landen in de periferie.' Mees concludeert: 'Dat heeft enorm goed gewerkt. Toentertijd hadden we te maken met 2,5 procent spreiding, en dat verschil in inmiddels teruggebracht naar 2 procent.'See omnystudio.com/listener for privacy information.
Confira nossa conversa mensal sobre o Cenário Macro com Thomas Wu, economista-chefe da Itaú Asset. Debatemos sobre a evolução da inflação, o movimento dos juros e dos Bancos Centrais e a atividade econômica no Brasil e no mundo. Neste mês, também contamos com a participação do Rodrigo Nascimento, um dos gestores da família de fundos Hedge Plus e Macro Opportunities, para debater sobre os movimentos e perspectivas de mercado. Obs: áudio da live realizada em 04/08/2022.
Jeff Snider is one of the foremost experts on the global monetary system, specifically the eurodollar money system, and all aspects of its misunderstood inner workings and how they impact global markets, commerce, and economy. On this episode, we're discussing macro effectsGuest: Jeff SniderEurodollar University podcast ➜ https://bit.ly/JeffSniderYT
Episode 214: Joe Kennedy from Four Eyes Finance comes on the podcast for an episode of Macro Jabber with Joe. Joe goes over some current event topics in relation to markets as well as some observations in macro economics.Joe's source for macro events: econoday.com Social MediaJoe KennedyTwitter: joekennedy241www.foureyesfinance.com
MacroVoices Erik Townsend and Patrick Ceresna welcome Evergreen Gavekal's David Hay to the show to give us an update on the Greenflation trend, talk in detail about the formative global energy crisis and where it's headed, and also discuss equities and precious metals. https://bit.ly/3d0T6tv Download David's charts: https://bit.ly/3OYUhqS Check out David's newsletter Haymaker David's audio book - Bubble 3.0 (get 33% off with code MacroV33) ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials
Jenny Marler, head of Guggenheim Real Estate, focuses on hotels and hospitality, one of the real estate sectors hardest hit by the pandemic. Jerry Cai, a Vice President in the Guggenheim Investments Macroeconomic and Investment Research Group provides an update on latest Federal Reserve decision and other macro developments. We also answer a listener's question. If you have a question to direct to the podcast, please email email@example.com. Related Insights: 3Q22 Fixed-Income Sector Views Relative Value and performance drivers across fixed-income sectors. https://www.guggenheiminvestments.com/perspectives/sector-views/q3-2022-fixed-income-sector-views (Read Quarterly Market Review) CIO Mid-Year Outlook Steve Brown, CIO for Total Return and Macro Strategies, joins Asset TV's CIO Mid-Year Outlook Masterclass to discuss multi-asset solutions for the market ahead. https://www.guggenheiminvestments.com/perspectives/media/masterclass-cio-mid-year-outlook (Watch Video) Investing involves risk, including the possible loss of principal. This material is not intended as a recommendation or as investment advice of any kind, including in connection with rollovers, transfers, and distributions. Such material is not provided in a fiduciary capacity, may not be relied upon for or in connection with the making of investment decisions, and does not constitute a solicitation of an offer to buy or sell securities. All content has been provided for informational or educational purposes only and is not intended to be and should not be construed as legal or tax advice and/or a legal opinion. Always consult a financial, tax and/or legal professional regarding your specific situation. Guggenheim Investments represents the following affiliated investment management businesses: Guggenheim Partners Investment Management, LLC, Security Investors, LLC, Guggenheim Funds Distributors, LLC, Guggenheim Funds Investment Advisors, LLC, Guggenheim Partners Advisors, LLC, Guggenheim Corporate Funding, LLC, Guggenheim Partners Europe Limited, Guggenheim Partners Fund Management (Europe) Limited, Guggenheim Partners Japan Limited, GS GAMMA Advisors, LLC, and Guggenheim Partners India Management.
I hope you guys enjoy this wide-ranging discussion I was a part of with Keyvan and Mathew. Get yourself 20% OFF ALL apparel at ''HODLing Apparel if you use the promo code ''BMS20!'' Check out their wide variety of Bitcoin and freedom liberty focused clothing at their website https://hodlingapparel.com/ Remember, NOT YOUR KEYS NOT YOUR CHEESE! Take self-custody of your Bitcoin today, and go and check out the BitBox02 Hardware Wallet. Go to https://shiftcrypto.ch/bitcoinmadesimple and use the promo code "bitcoinmadesimple" to get 5% off standard products. Movies Plus - go to www.myMoviesPlus.com for a Free 30 Day TrialNow live on MOVIES PLUS are the documentaries "The Great Reset and the Rise of Bitcoin", "Bitcoin FUD", "Bitcoin: The End of Money as We Know It", and "Cryptopia: Bitcoin, Blockchains and the Future of the Internet." Watch them all, ad-free, with your Movies Plus trial. --- Support this podcast: https://anchor.fm/bitcoinmadesimple/support
We zitten midden in de warme zomer en mensen gaan - nu het nog kan - lekker op vakantie. En dat heeft een welkom zijeffect: het toerisme lijkt de recessie uit te stellen, zo zegt ook senior-econoom Bert Colijn van ING.' 'We doen allemaal ons werk door uitbundiger op vakantie te gaan dan we in de afgelopen jaren konden door corona', stelt hij. 'En dat heeft de economie in ieder geval in het tweede kwartaal een dienst bewezen. Want de Europese economie deed het eigenlijk verrassend goed vergeleken met de verwachtingen, en dat lag zeker niet aan de industrie of de consumptie thuis. We zien immers dat de detailhandelsverkopen het maar mager doen. De winkelstraat zag in november de piek al, dus lijkt het er voornamelijk op dat toeristen of alles dat rond de horeca hangt het ontzettend goed gedaan heeft in het tweede kwartaal.' En het gaat niet alleen om Nederland, ook elders in Europa loopt het voorspoedig. 'Als we kijken naar de cijfers in bijvoorbeeld Frankrijk, over hoeveel mensen er deze zomer een hotelkamer of appartement geboekt hebben, belooft dat veel. De vraag is dus een beetje of het tot meer bestedingen gaat leiden. Of is het zo dat de - nog steeds heel erg beroerde - inflatiecijfers en hoge energierekeningen thuis ertoe leiden dat toeristen net iets minder uitgeven als ze op vakantie zijn.'See omnystudio.com/listener for privacy information.
Rachel de Sá, chefe de economia da Rico, e Lucas Collazo, especialista em alocação e fundos, fazem uma analise sobre inflação e muito mais no Macro Pickers, com participação de Tatiana Nogueira, Economista da XP.
Global Industry Analyst Rebecca Sykes joins host Thomas Mucha to discuss the future of the pharmaceutical industry. They highlight the impacts of COVID-19 on the industry and explore today's newest pharma innovations, such as treatments for cancer, obesity, and more. Key topics to listen for:1:00 - Ongoing impacts of COVID-194:45 - Understanding regional differences6:00 - Mental health and public health implications9:15 - Intersection of biopharma and geopolitics12:30 - Future of the health care industry15:45 - Today's most exciting innovations19:45 - Macro headwinds22:30 - Rebecca's research process26:15 - Career path and personal insights Views expressed are those of the speaker(s) and are subject to change. Other teams may hold different views and make different investment decisions. For professional/institutional investors only. Your capital may be at risk. Podcast produced August 2022.Please see this important disclosure for more information.
On this episode, we're taking a look at the bearish outlook for Bitcoin (BTC) and crypto markets as well as macro-economy trends and news.Guest: Jeffrey Ross, MD, MBA Founder - Managing Director VailshireVailshire Capital website ➜ https://bit.ly/JeffRossVailshire
Rick Doblin, PhD, (@rickdoblin) is the founder and executive director of the Multidisciplinary Association for Psychedelic Studies (MAPS). He received his doctorate in public policy from Harvard's Kennedy School of Government, where he wrote his dissertation on the regulation of the medical uses of psychedelics and marijuana and his master's thesis on a survey of oncologists about smoked marijuana vs. the oral THC pill in nausea control for cancer patients. maps.org Mushroom boost by MUDWTR is here to support immunity, vitality and mental sharpness. The powder is a blend of eight mushrooms: lion's mane, cordyceps, chaga, reishi, turkey tail, king trumpet, maitake and shiitake mushrooms and mycelium. Use the code BOOST25 for 25% off your first order of mushroom boost. If you dig this podcast please leave a short review on Apple Podcasts. It takes less than 60 seconds and helps a bunch. For weekly stories visit Trends w/ Benefits and sign up for our newsletter. Get 20% off your first MUDWTR by using the code TWB20 at checkout. Reach out and send voice memos to firstname.lastname@example.org Want to join our cold plunge group chat? Here's the link.
Bedrijfsartsen waarschuwen voor meer burn-outs door personeelstekort, personeel dat er wel is moet harder werken. Volgens hoogleraar economie aan de Rijksuniversiteit Groningen Lex Hoogduin is dit het zoveelste signaal dat de Nederlandse economie overspannen is. 'De personeelstekorten zijn overal. Dat kun je alleen maar rechttrekken met een forse afkoeling van de Nederlandse economie', stelt hij. Die afkoeling van de economie moet komen via het monetaire beleid en ook het begrotingsbeleid moet dat ondersteunen, vindt hij. 'De ECB heeft de rente verhoogd naar 0 procent. Met een rente van 0 procent gooi je nog steeds olie op het vuur. Dat stimuleert de economie nog steeds.' Daarnaast stimuleert de Nederlandse overheid ook, volgens Hoogduin. 'Het Nederlandse begrotingstekort neemt naar raming bijna een procent toe. Dit kabinet heeft een coalitieakkoord gesloten dat in mijn ogen ondeugdelijk is, omdat niet alles te gelijk kan. Men heeft geen keuzes gemaakt.' See omnystudio.com/listener for privacy information.
On today's episode, Alex and Andrew discuss the latest DeFi exploit - a hack of the Nomad "bridge." But first, what's a bridge? What problem does it solve? Do these exploits prove bridges are unfeasible or are they simply implementation challenges to overcome. DeFi boosters talk about dApps and digital assets as being composable, like interlocking LEGO pieces. But we're not dealing with one uniform form factor - DeFi isn't a box of Lego but a mixed bag of Lego, Duplo, Mechanix, and others. How do we figure out a way to get these pieces to click together? Plus we dig into the Ethereum Merge and do a quick macro update.
Anna Stansbury is a professor at MIT's Work and Organization Studies department. I interviewed her as part of my "economics and public policy" mixtape series. We discussed her growing up in England, and what drew her to economics, as well as her thoughts about labor market trends and other stylized facts and what she thinks they mean. I hope you enjoy this as much as I did! Get full access to Scott's Substack at causalinf.substack.com/subscribe
This is an edited version of a live discussion about the current state of economics and politics, with a focus on the busted energy markets with David Llewelln-Smith Chief Strategist at @NucleusWealth and founding publisher and editor for @Macro_business. Go to the Walk The World Universe at https://walktheworld.com.au/ Original stream and chat here: https://youtu.be/4AhEaWqOpAU
Recorded on 07/25/22 Cowen's Thematic Outlook Podcast Series focuses on emerging growth and disruptive innovation and is hosted by Cowen Head of Thematic Content Bill Bird. Today's episode is about the U.S. midterm elections and features Chris Krueger, Cowen Washington Research Group analyst for Macro, Trade, Fiscal & Tax Policy. The policy implications of the U.S. midterm elections are massive, including how we address the debt ceiling, tax policy, and clean energy. For Disclosures, click here bit.ly/3cPHkNW
Jeff Booth is an entrepreneur, technology leader, strategic advisor, General Partner at venture capital firm Ego Death Capital, and author of the best-selling book The Price of Tomorrow: Why Deflation Is The Key To An Abundant Future. Follow him at https://twitter.com/JeffBooth REFERRAL LINKS: Coin Stories is powered by Okcoin. Okcoin is on a mission to make crypto investing and trading easily accessible to anyone around the world. We are building the next generation of tools to help onboard the investors and traders who have been on the fence about crypto. Okcoin is a globally licensed exchange with offices in San Francisco, Miami, Malta, Hong Kong, Singapore and Japan. We are a collective of global citizens with a common passion to help decentralize finance and level the economic playing field for everyone around the world. Visit https://www.okcoin.com/natalie for $50 in Bitcoin when you sign up. *** BITCOIN 2023, which will be the BIGGEST BITCOIN EVENT IN HISTORY held May 18-20 in Miami Beach. If you missed Bitcoin 2022, make sure to head to @Bitcoin Magazine to find videos and highlights of all the biggest events and panels. You can get an early bird pass for Bitcoin 2023 at a steep discount if you head to: https://b.tc/conference/bitcoin2023. Use code HODL for 10% off your pass. *** With iTrustCapital, you can actually invest in crypto without worrying about taxes, or fees. iTrustCapital allows their clients to invest in crypto through an individual retirement account, or an IRA. IRAs are tax sheltered accounts, which means all your crypto trading is tax-free and can even grow tax-free over time. The best part is that it's totally free to open an account, and there are no hidden fees. You don't need to pay any monthly subscription or membership fees either. If you open and fund an account, you will get a $100 funding bonus added to your account. To learn more, click the link below and open a free account to learn more. https://itrust.capital/nataliebrunell *** Fold is the best Bitcoin rewards debit card and shopping app in the world! Earn Bitcoin on everything you purchase with the Fold's Bitcoin cashback debit card and spin the Daily Wheel to earn free Bitcoin. Head to https://www.foldapp.com/natalie for 5,000 in free sats! #bitcoin #cryptocurrency #inflation
This week's episode was recorded as a live event in our free Facebook community. We were joined by Laura Davis, a Time Management Coach, to discuss actionable strategies you can use to build time in your schedule for your health and weight loss goals. Laura walked the audience through the process of a time audit and explained how to create a schedule for your ideal day. She also covered common time management mistakes, and explained what to do when things go wrong in your schedule. The Cliff Notes Doing a time audit to "find the time" to workout Creating productivity rituals specific to your health goals Time blocking 101 with your health in mind Common time management mistakes and how to fix them What to do when things go wrong When is it okay to multitask? How to stop wasting so much time on social media How to manage procrastination Laura's Time Management for Moms Course: www.TMAcourse.com Get $100 off Laura's course with discount code PLANOS About Laura: Laura Davis is a time management coach, full time working mom in corporate marketing and founder of the Time Management Academy for Moms. Five years ago she was struggling to figure out how to get everything done in a day with a demanding marketing career, a husband & bonus daughter, and an IVF protocol that included shots multiple times a day, constant doctors appointments plus an emotional rollercoaster of ups and downs along the way. She took proven time management strategies and customized them specifically for women. Now, she balances her career, thriving business, a crazy toddler, a pre-teen, a husband plus a life focused on health and wellness. TO CONNECT WITH LAURA Website: www.TMAcourse.com Email: email@example.com Instagram: https://www.instagram.com/its.laura.davis/ TO CONNECT WITH ME On Instagram: www.instagram.com/andresayesta On TikTok: https://vm.tiktok.com/tLLoyS/ On Youtube www.youtube.com/c/andresayesta Podcast IG page: www.instagram.com/planos_nutrition On Facebook: https://www.facebook.com/planosnutrition Our Facebook Community: https://www.facebook.com/groups/1934943366627043/?ref=bookmarks FREE RESOURCES To download my Macro Counting Guide tap here To download my Macro friendly meal planning guide tap here TO JOIN OUR PRIVATE FACEBOOK COMMUNITY Planos Nutrition Club - tap here FOR NUTRITION COACHING Apply here at https://planosnutrition.com/application
This week the sisters are bringing you "part 2" on their blood sugar balance series, this time featuring a conversation with Registered Dietician and Nutritionist, Jillian Ceasrine (Dietician for Nutrisense). In this episode they cover: -Defining blood sugar, metabolism + insulin -Factors that impact metabolism + dysregulated glucose -Benefits of using a continuous glucose monitor (CGM) -Optimal ranges for blood glucose (via testing) -Factors that increase blood glucose levels (foods/exercise/sleep/stress) + how it can vary depending on the person and fluctuating lifestyle factors -Jess's observations from wearing the CGM - reactions to her meals -Food timing + food combining tips for blood sugar balance (without obsessing or stressing!) -Macro guidelines -Tips for increasing insulin sensitivity -The alcohol / blood sugar connection -Tips for traveling to be able to enjoy a balanced life without restriction! RESOURCES Listen to part 1 of our blood sugar balance conversation HERE CONNECT WITH NUTRISENSE Learn more about using a CGM monitor and working with a Nutrisense dietician HERE (use code JESS30 for $30 off your CGM) CONNECT WITH US Shoot us an email! Solo2.firstname.lastname@example.org Send us a DM! Solo 2.0 Podcast on @SOLO2.0PODCAST Follow Rye on Instagram @ryeburch and Jess @bodyblissbyjess
Darius Dale is the Founder & CEO of 42 Macro, the leading macro risk manager adviser. In this conversation, we discuss the macro economy, the changing definition of recession, the Feds 75 basis point raise, the strong employment numbers, and we debate if we are actually in a recession. Darius joins us every Thursday on "The Best Business Show." To see the video with the corresponding charts that Darius references throughout the interview, go to "The Best Business Show: LIVE" YouTube Channel ======================= BCB Group is the leading payment services partner for the digital assets industry. BCB Group provides payment services in 30+ currencies, FX, cryptocurrency liquidity, digital asset custody and BLINC, which is BCB's free, instant settlements network for the BCB client ecosystem. Find out more by visiting bcbgroup.com/pomp ======================= Exodus is leading the world out of the traditional financial system by building beautiful and user-friendly blockchain products. With its focus on design and user experience, Exodus has become one of the most popular and loved cryptocurrency apps. It's supported on both desktop and mobile, allowing you to sync your wallet across multiple devices so you can have access to your funds anywhere. You can instantly exchange around 100 different cryptocurrencies straight from your wallet. Interactive charts let you view an asset's price history and your portfolio's performance over time. And maybe the best part, Exodus is integrated with the Trezor hardware wallet - making advanced security easy for everyone. Visit exodus.com/pomp for your free download or search Exodus on the App Store or Playstore. ======================= The Pod Pro Cover by Eight Sleep is the most advanced solution on the market for thermoregulation. It pairs dynamic cooling and heating with biometric tracking. Even better? Eight Sleep recently launched the next generation of the Pod. The new Pod 3 enables more accurate sleep and health tracking with double the amount of sensors, delivering you the best sleep experience on Earth. Go to eightsleep.com/pomp to start sleeping cool this Summer and save $150 on the Pod. Eight Sleep currently ships within the USA, Canada, the UK, select countries in the EU, and Australia. =======================
The Federal Open Market Committee delivered exactly as expected Wednesday afternoon, announcing a second consecutive 75-basis-point interest-rate hike on a unanimous vote. U.S. equity indexes held solid gains, short-term U.S. Treasury yields dipped, and the dollar softened in the immediate aftermath of the announcement. An otherwise anodyne FOMC statement did note “recent indicators of spending and production have softened,” though it also described the labor market as “robust” and inflation as “elevated.” The Fed remains “highly attentive to inflation risks,” as attention turns to Fed Chair Jerome Powell's press conference remarks. At the top of his prepared statement, Powell stressed the importance to long-term economic health of getting back to the Fed's 2% inflation target. Andreas Steno Larsen welcomes Darius Dale, the founder of 42 Macro, to talk about inflation, the Fed, and the “rolling process” that is recession. We also hear a clip from Darius's Fed Week conversation with Steven Van Metre and Jeffrey Snider about “getting back to neutral” when it comes to interest rates. You can watch that full conversation, including Roger Hirst's commentary, here: https://rvtv.io/3cI5JcG. Learn more about your ad choices. Visit megaphone.fm/adchoices
MacroVoices Erik Townsend and Patrick Ceresna welcome Adam Rozencwajg to the show to discuss how the world has entered the early stages of a global energy crisis that will take many years to resolve, and he brings some absolutely fascinating insights about U.S. natural gas prices and much more. https://bit.ly/3S8nClc Download Goehring & Rozencwajg Market Commentary Q1 2022: https://bit.ly/3S9seYA Download Big Picture Trading chartbook
Josh Young is the Founder & CIO of Bison Interests. Josh has built his career concentrating on deep value opportunities for investors. He has over 15 years of experience in investment management, 10 of which were focused on publicly-traded oil and gas securities. Josh became Chairman of the Board of RMP Energy in 2017. After refreshing the board and management team and rebranding the company (Iron Bridge Resources), it was bought out at a 78% premium in 2018. Josh is the author of numerous articles on oil & gas investments and the guest speaker at various energy industry conferences. He graduated with honors from the University of Chicago in economics. Josh was a management consultant to Fortune 500 companies and private equity firms, and then an investment analyst at a private equity fund. Josh worked as an energy investment analyst for a multi-billion dollar, single-family office, which was nominated as Institutional Investor's Single Family Office of the Year in 2008 On this episode Chris and Josh discuss: A historical overview of energy markets from 2014 - present Macro themes that are emerging in the global energy markets A bull case for oil & gas What it will take to rebuild the oil & gas industry in America Follow Chris on Twitter: www.Twitter.com/FortWorthChris Follow Chris on LinkedIn: www.linkedin.com/in/chrispowersjr/ Subscribe to The Fort on YouTube: https://www.youtube.com/channel/UCuJ32shRt8Od3MxMY-keTSQ Follow Josh on Twitter: https://twitter.com/Josh_Young_1 Bison Interests: https://bisoninterests.com/ (2:11) - Josh's career and background (7:38) - How big is the investable universe of companies within Oil and Gas? (9:22) - Where is your focus within the industry? (10:54) - What was happening in the world after the crash in 2014? (20:54) - Are the Saudis the largest producers in the world? (21:18) - What do countries like Iran and Venezuela do with their oil when they are shut out of OPEC? (24:53) - What started happening in the market in 2015? (31:48) - As you think about that period of time, how much of it was driven by a lack of fracking knowledge? (36:25) - Market overview from 2018 through the pandemic (44:43) - How underinvested is the industry today? (52:25) - Thoughts on the ESG movement (1:00:39) - Is there anything on the horizon that the narrative around O&G will change either for the better or worse? (1:03:18) - How much impact is the Russia-Ukraine conflict having on the oil markets? (1:05:51) - What are your predictions for the next 4-5 years? (1:19:37) - Thoughts on the current O&G market The Fort is produced by Johnny Podcasts
For many Double Blind Media is the definitive resource for psychedelic education and community building and on today's episode I interview Co-Founder and CEO of Double-blind Media Shelby Hartman. Shelby shares her personal experience with psychedelics, her thoughts on Micro vs. Macro dosing, and how Double Blind offers courses for people who are just beginning to explore psychedelics and those looking to go deeper in their healing journeys. We also discuss that psychedelics are not a cure-all and are not necessarily the right solution for everyone. Shelby further stresses the importance of using Double Blind as the premier resource to determine what might be the best approach. Double Blind began as a print magazine launching in 2019 based on an idea with minimal resources. Since its inception, Double Blind has evolved into a Media Company and education platform at the forefront of the rapidly growing psychedelic movement. Cannabis Pioneer, Forbes Contributor, and recent guest of Neurons To Nirvana Podcast dubbed Double Blind Media as the Master Class of Psychedelics! Learn more: https://www.doubleblindmag.com Psychedelic Peer Support Line |The Fireside Project | Call or Text 62-FIRESIDE (623-473-7433) Please like, subscribe or follow this podcast on your preferred listening platform, and if you are even more ambitious, it would mean so much to me if you would complete a very short survey on how to shape future episodes of the podcast. Please consider filling out this short questionnaire by clicking here. Be a part of this podcast! Sign up on our website to receive exclusive show insights and be the first to know about podcast extras and join the Neurons to Nirvana community.