Podcasts about Macroeconomics

In this episode, Liz Ann Sonders welcomes Collin Martin as her new co‑host. Collin outlines his role as Schwab's head of fixed income research and strategy, highlighting his broad coverage of the bond market—from Treasuries and Fed policy to corporate credit, municipals, mortgages, and global bonds.  The conversation then turns to markets and geopolitics, focusing on the ongoing conflict involving Iran and its market impact. Liz Ann explains that while major equity indexes have appeared relatively resilient, this masks significant volatility beneath the surface. She notes sharp rotations across sectors, wide drawdowns among individual stocks, and heightened churn driven by shifting narratives—ranging from AI disruption concerns to war‑related energy shocks.  Collin connects these equity dynamics to fixed income, explaining why Treasury yields have risen rather than fallen despite geopolitical uncertainty. Elevated oil prices and rising inflation expectations have pushed yields higher, countering the typical “flight to safety” dynamic. He also highlights how shifting Fed expectations are influencing bond markets and raises the key uncertainty: whether prolonged conflict could eventually tilt the focus from inflation risk to economic growth risk, potentially reversing yield trends. On Investing is an original podcast from Charles Schwab. For more on the show, visit schwab.com/OnInvesting.  If you enjoy the show, please leave a rating or review on Apple Podcasts. Important Disclosures This material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned are not suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions. All expressions of opinion are subject to change without notice in reaction to shifting market, economic or political conditions. Data contained herein from third party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed. Past performance is no guarantee of future results. Investing involves risk, including loss of principal. Performance may be affected by risks associated with non-diversification, including investments in specific countries or sectors. Additional risks may also include, but are not limited to, investments in foreign securities, especially emerging markets, real estate investment trusts (REITs), fixed income, municipal securities including state specific municipal securities, small capitalization securities and commodities. Each individual investor should consider these risks carefully before investing in a particular security or strategy. Preferred securities are a type of hybrid investment that share characteristics of both stock and bonds. They are often callable, meaning the issuing company may redeem the security at a certain price after a certain date. Such call features, and the timing of a call, may affect the security's yield. Preferred securities generally have lower credit ratings and a lower claim to assets than the issuer's individual bonds. Like bonds, prices of preferred securities tend to move inversely with interest rates, so their prices may fall during periods of rising interest rates. Investment value will fluctuate, and preferred securities, when sold before maturity, may be worth more or less than original cost. Preferred securities are subject to various other risks including changes in interest rates and credit quality, default risks, market valuations, liquidity, prepayments, early redemption, deferral risk, corporate events, tax ramifications, and other factors. Mortgage-backed securities (MBS) may be more sensitive to interest rate changes than other fixed income investments. They are subject to extension risk, where borrowers extend the duration of their mortgages as interest rates rise, and prepayment risk, where borrowers pay off their mortgages earlier as interest rates fall. These risks may reduce returns. All names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security. Forecasts contained herein are for illustrative purposes only, may be based upon proprietary research and are developed through analysis of historical public data. The policy analysis provided by Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party. Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly. For more information on indexes, please see schwab.com/indexdefinitions (0326-T915) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

MacroVoices Erik Townsend & Patrick Ceresna welcome, Simon White. They discuss the risk-off playbook, food price inflation, the breakdown in private credit, and much more. https://bit.ly/3PukOlC    

MacroVoices Erik Townsend & Patrick Ceresna welcome, Jim Bianco & Dr. Anas Alhajji. They will discuss everything from the geopolitical situation in Iran to oil prices to precious metals, and much more. https://bit.ly/40MGTyt    

Markets are starting the year under pressure, with major indexes drifting into negative territory while investors grapple with a rapid-fire news cycle. In this episode, we break down why Netflix walked away from a potential acquisition of Warner Bros. Discovery after Paramount pushed the bidding higher, and why disciplined capital allocation—knowing your number and being willing to walk away—can be one of the most important lessons in business and investing. We also examine how Paramount's heavily leveraged deal could reshape the competitive landscape in streaming while potentially strengthening Netflix's long-term position.The conversation then shifts to the Iran war and its impact on global markets, including a historic surge in oil prices and the ripple effects across sectors like energy, defense, airlines, and consumer goods. We explore how geopolitical conflicts have historically influenced markets, why investors should be cautious about chasing headline-driven trades, and how disciplined long-term strategies often outperform emotional reactions. From oil spikes to market rotations and shifting consumer spending, this episode provides a framework for navigating volatility while staying focused on long-term investment success.*This podcast contains general information that may not be suitable for everyone. The information contained herein should not be construed as personalized investment advice. There is no guarantee that the views and opinions expressed in this podcast will come to pass. Investing in the stock market involves gains and losses and may not be suitable for all investors. Information presented herein is subject to change without notice and should not be considered as a solicitation to buy or sell any security. Rydar Equities, Inc. does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance.  Past performance is no guarantee of future results.

Younger investors appear to have more influence on the stock market than they used to and there are signs that they are becoming more cautious. Confluence Associate Market Strategist Thomas Wash explores what may be driving this shift and the potential fallout in this week's report. This episode accompanies the written report by the same title, published on March 2, 2026.

Conflict in the Middle East, a surge in oil and gas prices, and a surprise drop in US payrolls – it's been a turbulent week for the global economy.In the latest episode of The Weekly Briefing, Capital Economics Group Chief Economist Neil Shearing joins David Wilder to discuss what the spreading Middle East conflict and sharp spike in energy prices mean for global growth and inflation, and why the latest US jobs report may not signal a major slowdown.Later, Senior Climate and Commodities Economist Kieran Tompkins explains the scale of disruption in global oil and gas markets, whether alternative supply can offset the shock and what the longer-term implications could be for energy markets.Read all our key insight into the Middle East conflict here:https://www.capitaleconomics.com/key-issues/iran-conflictGet in touch for a trial to our platform:podcast@capitaleconomics.com

MacroVoices Erik Townsend & Patrick Ceresna welcome, Matt Loszak. They'll discuss big picture of what the advanced nuclear industry needs to  do in order to bring the cost of nuclear energy down to the cost of energy from fossil fuels. https://bit.ly/4aR4ovZ    

Stephen Grootes speaks to Investec SA CEO, Cumesh Moodliar about investor sentiment at the 2026 JSE/Investec Macroeconomic Summit, South Africa’s strategy to strengthen economic resilience in a multipolar world, the country’s economic outlook amid geopolitical tensions, and the progress being made on energy and logistics reforms to rebuild critical infrastructure for growth. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.    Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa    Follow us on social media   702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702   CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

Amid widening conflict in the Middle East, our economist team held an online briefing first thing Monday to tackle some of the key questions that clients have been asking. In this edited clip from that briefing, you'll hear the team tackle issues, including:The extent of disruption to traffic through the Strait of Hormuz and the implications for oil and gas prices;The point at which rising oil prices would force central banks to slow or abandon policy easing;The dollar as a safe haven currency in this time of geopolitical upheaval;How this conflict could shape the economic outlook for the GCC economies;The likelihood that a change of leadership in Tehran could open the way for a deal with the US.With: Jennifer McKeown (Chief Global Economist), William Jackson (Chief EM Economist), David Oxley (Chief Climate & Commodities Economist), Jonas Goltermann (Deputy Chief Markets Economist). Note: This client briefing was held at 1000 GMT/1800 SGT on Monday, 2nd MarchSee our dedicated Iran conflict page below for more key analysis, and contact us at podcast@capitaleconomics.com to find out about access. https://www.capitaleconomics.com/key-issues/iran-conflict

Mark, Cris & Marisa reunite for a lively discussion about their predictions around AI's impact on the economy over the next year or two. The team talks about their recently released webinar & white paper on the Macroeconomic Consequences of AI and answers several great listener questions in the process. Marisa and Cris try to talk Mark down off the AI-apocalypse ledge, as the once eternally optimistic Zandi has gone down a darker path recently.  Jenna Score: 8.5/10 For a deeper dive on AI and the macroeconomy, see our new paper, The Macroeconomic Consequences of Artificial Intelligence, where we model four potential economic paths over the next decade. We also walk through the scenarios in a companion webinar available now on-demand. Read the paper: https://www.economy.com/getfile?q=2B555C90-1118-4A49-BDAA-5C0A99F83A9E&app=download Watch the webinar: https://bit.ly/3OF6dn9 Read the Citrini Research Scenario on AI here: https://www.citriniresearch.com/p/2028gic Email us for more info about the Moody's '26 Summit in San Diego Hosts: Mark Zandi – Chief Economist, Moody's Analytics, Cris deRitis – Deputy Chief Economist, Moody's Analytics, and Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody's Analytics Follow Mark Zandi on 'X' and BlueSky @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn Questions or Comments, please email us at helpeconomy@moodys.com. We would love to hear from you. To stay informed and follow the insights of Moody's Analytics economists, visit Economic View. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode, Kathy Jones announces that she will be retiring soon and that Collin Martin, Schwab's Head of Fixed Income Research, will take over as co-host of On Investing. Liz Ann and Kathy also discuss the latest bout of volatility caused by future concerns around AI.  Then, Kathy is joined by Claudia Sahm, former economist for the Federal Reserve, former economist for the White House Council of Economic Advisors, and now chief economist for New Century Advisors. Kathy and Claudia discuss the path forward for the Federal Reserve, in terms of setting policy. They cover the state of the labor market, certain issues regarding the quality of the data produced, and the potential impact of AI on labor supply, among other issues. You can keep up with Claudia Sahm her on her Substack newsletter called “Stay-at-Home Macro.” On Investing is an original podcast from Charles Schwab. For more on the show, visit schwab.com/OnInvesting.  If you enjoy the show, please leave a rating or review on Apple Podcasts. Important Disclosures This material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned are not suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions. All expressions of opinion are subject to change without notice in reaction to shifting market, economic or political conditions. Data contained herein from third party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed. Past performance is no guarantee of future results. Investing involves risk, including loss of principal.  The comments, views, and opinions expressed in the presentation are those of the speakers and do not necessarily represent the views of Charles Schwab.  Performance may be affected by risks associated with non-diversification, including investments in specific countries or sectors. Additional risks may also include, but are not limited to, investments in foreign securities, especially emerging markets, real estate investment trusts (REITs), fixed income, municipal securities including state specific municipal securities, small capitalization securities and commodities. Each individual investor should consider these risks carefully before investing in a particular security or strategy. All names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security. Forecasts contained herein are for illustrative purposes only, may be based upon proprietary research and are developed through analysis of historical public data. Diversification strategies do not ensure a profit and do not protect against losses in declining markets. The policy analysis provided by Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party. Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly. For more information on indexes, please see schwab.com/indexdefinitions  (0226-GYWH) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The subject this week is China and how the purge of government officials going on inside that country might eventually impact investors. Confluence Chief Market Strategist Patrick Fearon-Hernandez lends us his perspective, gained from his many years of experience in both the financial and government sectors. 

Is China's latest Five-Year Plan about to reset its economic model and tackle the imbalances weighing on both the domestic and global economy?Speculation always builds ahead of a new Five-Year Plan. But this time, the stakes feel higher. With growth slowing, debt risks lingering and external tensions elevated, could this Plan mark a genuine turning point?That is what Julian Evans-Pritchard will be watching for as the National People's Congress opens in Beijing on Thursday. On The Weekly Briefing, he joins Group Chief Economist Neil Shearing to talk to David Wilder about the outlook for China's domestic and external imbalances and to address the key questions, not least how this adjustment will proceed, how willing its trading partners will remain to absorb China's goods surplus and whether this all risks tipping the world into crisis?Elsewhere in the episode, Megan Fisher from our Commodities team revisits the cocoa price boom she had long warned was unsustainable. Now that prices have collapsed, she sifts through the fallout to explain what comes next and whether chocoholics are likely to see any relief.Events and analysis referenced in this episodeChina NPC Drop-In https://www.capitaleconomics.com/events/china-drop-key-takeaways-npc-and-new-five-year-planUK Spring Statement Drop-Inhttps://www.capitaleconomics.com/events/uk-drop-chancellors-spring-statement-fiscal-signals-political-risks-market-implicationsUS non-farm payrolls previewhttps://www.capitaleconomics.com/publications/us-employment-report-preview/health-care-likely-be-key-driver-payrolls-again

MacroVoices Erik Townsend & Patrick Ceresna welcome, Jeff Currie. They'll discuss the commodity bull market, why metals are outperforming almost everything else, energy demand from AI and data centers, China stockpiling commodities, and much more. https://bit.ly/40imDo9    

What's the state of the economy now? How much of the latest GDP growth is driven by capex? In this episode, Liz Ann Sonders and Kathy Jones discuss the release of the latest Fed minutes, mixed signals on inflation and unemployment, and weakness in the survey data itself.  Then, Liz Ann and Kathy are joined by Kevin Gordon, Schwab's head of macro research and strategy. Kevin shares his perspective on the overall backdrop in the context of the latest GDP report from the fourth quarter and the impact of tariffs. He and Liz Ann also discuss the various phases of the AI rollout. Additionally, they consider how slowing immigration and labor force growth could become structural constraints on long‑term GDP expansion. You can read the article that Liz Ann and Kevin wrote titled “Cascade: AI's Latest Phase” on Schwab.com. On Investing is an original podcast from Charles Schwab. For more on the show, visit schwab.com/OnInvesting.  If you enjoy the show, please leave a rating or review on Apple Podcasts. Important Disclosures This material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned are not suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions. All expressions of opinion are subject to change without notice in reaction to shifting market, economic or political conditions. Data contained herein from third party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed. Past performance is no guarantee of future results. Investing involves risk, including loss of principal.  Performance may be affected by risks associated with non-diversification, including investments in specific countries or sectors. Additional risks may also include, but are not limited to, investments in foreign securities, especially emerging markets, real estate investment trusts (REITs), fixed income, municipal securities including state specific municipal securities, small capitalization securities and commodities. Each individual investor should consider these risks carefully before investing in a particular security or strategy. All names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security. Forecasts contained herein are for illustrative purposes only, may be based upon proprietary research and are developed through analysis of historical public data. Diversification strategies do not ensure a profit and do not protect against losses in declining markets. The policy analysis provided by Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party. Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly. For more information on indexes, please see schwab.com/indexdefinitions  (0226-EEP7)   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode we discuss why we remain constructive on Japan—how Prime Minister Takaichi’s mandate for fiscal expansion, the Bank of Japan’s rate normalization, and the new U.S.-Japan investment agreement are strengthening the investment environment and earnings backdrop. We also touch on near-term risks and why the setup remains compelling.#Japan #Investing #Markets #Equities #Macro To read this week's Sight|Lines, click here. The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its affiliates (collectively, Stifel). This communication is provided for information purposes only. Past performance does not guarantee future results. Investing involves risk, including the possible loss of principal. Asset allocation and diversification do not ensure a profit or protect against loss. © Stifel, Nicolaus & Company, Incorporated | Member SIPC & NYSE | www.stifel.com See omnystudio.com/listener for privacy information.

The Supreme Court has finally ruled on Donald Trump's tariffs with an opinion that the president has no right to impose tariffs under the International Emergency Economic Powers Act. So what happens now?Deputy Chief North America Economist Stephen Brown and Deputy Chief Markets Economist Jonas Goltermann join The Weekly Briefing from Capital Economics to discuss the implications of this legal ruling for the US economy, for Federal Reserve policy and for financial markets. In their conversation with David Wilder, Stephen and Jonas address key issues, including:How the White House could rebuild its tariff regime – and rebuild it quicklyWhat happens when billions of dollars in tariff refunds flow back into US company accounts Why signs of resurgent inflationary pressures are narrowing the room for Fed rate cutsHow the bond market is responding to the Supreme Court newsWhy the stock market rally has stalled, and whether this news could get it going again.Related readingIEEPA ruling unlikely to pull PCE inflation back to 2%https://www.capitaleconomics.com/publications/us-economics-weekly/ieepa-ruling-unlikely-pull-pce-inflation-back-2Stock market rotation is a warning of trouble aheadhttps://www.capitaleconomics.com/publications/capital-daily/stock-market-rotation-warning-trouble-aheadSC rules that Trump's IEEPA tariffs are illegalhttps://www.capitaleconomics.com/publications/global-economics-rapid-response/sc-rules-trumps-ieepa-tariffs-are-illegal

MacroVoices Erik Townsend & Patrick Ceresna welcome, Michael Every. They dicuss a macro/geopolitics sweep, Warsh, Iran escalation risk and USD stablecoins as economic statecraft https://bit.ly/4apIIH5    

In this episode, Liz Ann Sonders and Kathy Jones cover the latest jobs report and downward revisions to previous data. They also look at the employment numbers for implications on Fed policy and the overall economy. Then, Liz Ann and Kathy discuss recent AI-related headlines that caused some disruption in the financial sector. Liz Ann frames AI adoption in three phases: create, catalyze, and cascade. Finally, they discuss several prudent investment approaches focused on factors and characteristics and look ahead to key upcoming data in the coming weeks and days.On Investing is an original podcast from Charles Schwab. For more on the show, visit schwab.com/OnInvesting. If you enjoy the show, please leave a rating or review on Apple Podcasts.Important DisclosuresThis material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned are not suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions.All expressions of opinion are subject to change without notice in reaction to shifting market, economic or political conditions. Data contained herein from third party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed.Past performance is no guarantee of future results.Investing involves risk, including loss of principal. Performance may be affected by risks associated with non-diversification, including investments in specific countries or sectors. Additional risks may also include, but are not limited to, investments in foreign securities, especially emerging markets, real estate investment trusts (REITs), fixed income, municipal securities including state specific municipal securities, small capitalization securities and commodities. Each individual investor should consider these risks carefully before investing in a particular security or strategy.All names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security.Forecasts contained herein are for illustrative purposes only, may be based upon proprietary research and are developed through analysis of historical public data.Diversification strategies do not ensure a profit and do not protect against losses in declining markets.The policy analysis provided by Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly. For more information on indexes, please see schwab.com/indexdefinitions (0226-BGNK) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Grain Reactions to the WASDE Report, Part 1 Grain Reactions to the WASDE Report, Part 2 Moisture and Drying Back Out   00:01:05 – Grain Reactions to the WASDE Report, Part 1: Beginning today's show is Daniel O'Brien, K-State grain economist, and Guy Allen, the senior economist at the IGP Institute, as they provide a grain market report and their reactions to the recent WASDE report. In the first segment, they discuss corn and grain sorghum.   00:12:05 – Grain Reactions to the WASDE Report, Part 2: Daniel and Guy keep the show rolling as they chat about transport, currency, soybeans and wheat in the second segment.  Daniel on AgManager.info   00:23:05 – Moisture and Drying Back Out: K-State meteorologist, Chip Redmond, ends the show explaining the recent warm temperatures and what moisture and continued temperatures Kansans can be expecting.     Send comments, questions or requests for copies of past programs to ksrenews@ksu.edu.   Agriculture Today is a daily program featuring Kansas State University agricultural specialists and other experts examining ag issues facing Kansas and the nation. It is hosted by Shelby Varner and distributed to radio stations throughout Kansas and as a daily podcast.   K‑State Extension is a short name for the Kansas State University Cooperative Extension Service, a program designed to generate and distribute useful knowledge for the well‑being of Kansans. Supported by county, state, federal and private funds, the program has county Extension offices statewide. Its headquarters is on the K‑State campus in Manhattan. For more information, visit www.ksre.ksu.edu. K-State Extension is an equal opportunity provider and employer.

From the lows of December retail sales to the highs of January payrolls, recent US data has sent mixed signals. But the economy remains in relatively good shape, argues Deputy Chief North America Economist Stephen Brown on the latest episode of the Capital Economics Weekly Briefing. He explores why the idea of a “K-shaped” economy may be overstated, what markets are missing about the productivity growth upturn, and the chances of much lower rates from a Kevin Warsh-led Fed. Also on the show, as Keir Starmer's government reels from one of its toughest weeks yet, Deputy Chief UK Economist Ruth Gregory assesses what a change of leadership could mean for the UK economy and financial markets, but also why the long-term growth outlook may not be as bleak as recent headlines suggest.AI already making a big contribution to US productivity growthWhy we still believe in the AI rally, and the S&P 500Would a stock market crash cause a global recession?Can China's trade surplus rise further?

MacroVoices Erik Townsend & Patrick Ceresna welcome, Alex Gurevich. They'll discuss, fixed income, energy, precious metals, the Japanese Yen, and Alex's new book just released on Amazon. https://bit.ly/4tzXAdi   Buy Alex's new book 'The Next Perfect Trade' available on Amazon

Prof. L. Randall Wray joined Class Unity to talk about Modern Monetary Theory, heterodox economics, and the future of economic studies. Prof. Wray is a professor of Economics at Bard College and Senior Scholar at the Levy Economics Institute. Previously, he was a professor at the University of Missouri–Kansas City in Kansas City. In this episode we are discussing his book, Macroeconomics; Author(s): William Mitchell, L. Randall Wray, Martin Watts; Red Globe Press, Macmillan International; February 2019; https://www.macmillanihe.com/page/detail/Macroeconomics/?K=9781137610669. For donations, membership inquiries, or educational courses, check out our website here: https://classunity.org

In our latest podcast Mike Reed, Head of Global Financial Insitutions, is joined by Polina Kurdyavko, Head of EM Debt, where they discuss increased geopolitical risk in relation to recent events, the weakened dollar's positive impact on emerging market economies plus the opportunities and challenges for the asset class in the year ahead.

In this week's episode, Neil Shearing talks to Vicky Redwood and John Higgins about a tumultuous week in equity markets, how AI is creating winners and losers, and whether there's any evidence that AI is starting to lift productivity growth in economies. AI already making a big contribution to productivity growthChina's AI rollout could rival the US

MacroVoices Erik Townsend & Patrick Ceresna welcome, Dr. Anas Alhajji. They'll discuss the events that have transpired in energy markets since Dr. Alhajji's last interview in November. they'll also cover all the big geopolitical risks, and then end on the three big events he's watching in this week's energy markets. https://bit.ly/4qfojcf  

The freight recession may finally be over as January transportation metrics reveal a market in firm expansion territory. With the overall index hitting 59.6, a convergence of tightening capacity and rising rates suggests the cycle has officially turned. Regulatory pressures are squeezing the driver pool just as Werner Enterprises settles an 11-year-old lawsuit regarding driver wages. This $18 million payout underscores the rising floor for labor costs in an increasingly constrained environment. On the demand side, a surge in Japanese machine tool orders points to a manufacturing rebound later this year. North American orders jumped nearly 30%, signaling that industrial production is gearing up for a strong second half of 2026. Macroeconomic policy could also provide a tailwind if Fed Chair nominee Kevin Warsh shifts focus back to Main Street. His criticism of current monetary strategy suggests relief may be on the way for the industrial and small business sectors. Meanwhile, rail infrastructure is booming with Norfolk Southern customers advancing over $7.7 billion in new projects. Adding to the positive momentum, legal distractions are clearing up for major players following the dismissal of charges against NFI's CEO. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

This weekend's Japanese election is shaping up to be one of the most consequential in years. As Sanae Takaichi, newly installed leader of the ruling Liberal Democratic Party, seeks to cement her mandate, government bond yields and the yen have been moving in opposite directions amid headlines warning of plans to open the fiscal floodgates.But are markets really responding to fears of runaway spending, or to the reality that Japan is finally emerging from decades of deflation? Capital Economics' Head of Asia-Pacific, Marcel Thieliant, and Head of Asia-Pacific Markets, Thomas Mathews, join the show to unpack what the return of inflation means for the Japanese economy, for the Bank of Japan, for government bonds and for the outcome of this weekend's vote.Also on the show: a new US-India deal to slash eye-watering reciprocal tariff rates is the latest in a flurry of trade agreements from the Modi administration. Shilan Shah, our India research lead, explains what these deals mean for India's economic outlook – and whether the country can truly wean itself off Russian oil.Read our key analysis about the return of inflation to Japan's economy.For Capital Economics clients: Japan Drop-In: Takaichi's election gamble – Fiscal risks, market consequences

The freight recession may finally be over as January transportation metrics reveal a market in firm expansion territory. With the overall index hitting 59.6, a convergence of tightening capacity and rising rates suggests the cycle has officially turned. Regulatory pressures are squeezing the driver pool just as Werner Enterprises settles an 11-year-old lawsuit regarding driver wages. This $18 million payout underscores the rising floor for labor costs in an increasingly constrained environment. On the demand side, a surge in Japanese machine tool orders points to a manufacturing rebound later this year. North American orders jumped nearly 30%, signaling that industrial production is gearing up for a strong second half of 2026. Macroeconomic policy could also provide a tailwind if Fed Chair nominee Kevin Warsh shifts focus back to Main Street. His criticism of current monetary strategy suggests relief may be on the way for the industrial and small business sectors. Meanwhile, rail infrastructure is booming with Norfolk Southern customers advancing over $7.7 billion in new projects. Adding to the positive momentum, legal distractions are clearing up for major players following the dismissal of charges against NFI's CEO. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

First, Liz Ann Sonders and Kathy Jones discuss the current state of the markets, focusing on the recent Federal Reserve meeting, the reaction of the bond market, and insights from the ongoing earnings season. Then, Kathy Jones is joined by Jack Schwager, author of the bestselling book Market Wizards: Interviews with Top Traders. Jack then discusses a few of the most important lessons he has learned from interviewing elite traders: risk and money management outweigh methodology; flexibility is essential; and understanding how markets have evolved. He and Kathy also discuss the rarity of exceptional performance and the clear distinction between trading and investing.Jack Schwager's latest book, Market Wizards: The Next Generation, will be published in June 2026.On Investing is an original podcast from Charles Schwab. For more on the show, visit schwab.com/OnInvesting. If you enjoy the show, please leave a rating or review on Apple Podcasts.Important DisclosuresThe comments, views, and opinions expressed in the presentation are those of the speakers and do not necessarily represent the views of Charles Schwab.This material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned are not suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions.All expressions of opinion are subject to change without notice in reaction to shifting market, economic or political conditions. Data contained herein from third party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed.Past performance is no guarantee of future results.Investing involves risk, including loss of principal.Performance may be affected by risks associated with non-diversification, including investments in specific countries or sectors. Additional risks may also include, but are not limited to, investments in foreign securities, especially emerging markets, real estate investment trusts (REITs), fixed income, municipal securities including state specific municipal securities, small capitalization securities and commodities. Each individual investor should consider these risks carefully before investing in a particular security or strategy.All names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security.Forecasts contained herein are for illustrative purposes only, may be based upon proprietary research and are developed through analysis of historical public data.Diversification strategies do not ensure a profit and do not protect against losses in declining markets.Currency trading is speculative, very volatile and not suitable for all investors.Short selling is an advanced trading strategy involving potentially unlimited risks, and must be done in a margin account. Margin trading increases your level of market risk. For more information please refer to your account agreement and the Margin Risk Disclosure Statement.Futures and futures options trading involves substantial risk and is not suitable for all investors. Please read the Risk Disclosure Statement for Futures and Options prior to trading futures products.The books Complete Guide to Futures, Market Wizards, Market Wizards: Interviews With Top Traders, and Market Wizards: The Next Generation, Market Sense and Nonsense, are not affiliated with, sponsored by, or endorsed by Charles Schwab & Co., Inc. (CS&Co.). Charles Schwab & Co., Inc. (CS&Co.) has not reviewed the books and makes no representations about their content.The policy analysis provided by Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly. For more information on indexes, please see schwab.com/indexdefinitions(0126-4MFP)  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

MacroVoices Erik Townsend & Patrick Ceresna welcome, Justin Huhn. They'll discuss the outlook for nuclear energy generally and for uranium markets in particular https://bit.ly/4rgcNyd     

In this conversation, Liz Ann Sonders and Kathy Jones discuss the current state of the markets, focusing on the implications of tariffs, global economic influences, and the dynamics of the bond market. They explore evergreen strategies for navigating market volatility, emphasizing the importance of disciplined investment approaches. The discussion also touches on inflation expectations, the Federal Reserve's policies, and insights into the potential risks and opportunities for investors.You can read Kathy and Collin's article about the fixed income markets here: "The Bond Market in 2026: What Could Go Wrong?"On Investing is an original podcast from Charles Schwab. For more on the show, visit schwab.com/OnInvesting. If you enjoy the show, please leave a rating or review on Apple Podcasts.Important DisclosuresThis material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned are not suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions.All expressions of opinion are subject to change without notice in reaction to shifting market, economic or political conditions. Data contained herein from third party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed.Past performance is no guarantee of future results.Investing involves risk, including loss of principal.Performance may be affected by risks associated with non-diversification, including investments in specific countries or sectors. Additional risks may also include, but are not limited to, investments in foreign securities, especially emerging markets, real estate investment trusts (REITs), fixed income, municipal securities including state specific municipal securities, small capitalization securities and commodities. Each individual investor should consider these risks carefully before investing in a particular security or strategy.All names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security.Forecasts contained herein are for illustrative purposes only, may be based upon proprietary research and are developed through analysis of historical public data.Currency trading is speculative, very volatile and not suitable for all investors.The policy analysis provided by Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.Diversification, asset allocation, and rebalancing strategies do not ensure a profit and do not protect against losses in declining markets.Rebalancing may cause investors to incur transaction costs and, when a non-retirement account is rebalanced, taxable events may be created that may affect your tax liability.Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly. For more information on indexes, please see schwab.com/indexdefinitions(0126-1900) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

MacroVoices Erik Townsend & Patrick Ceresna welcome, Craig Tindale. They'll discuss why China is holding all the cards, and how those cards were served them, not only on a “silver platter”, but on a platter made from silver mined elsewhere but refined in China. https://bit.ly/3LZRwKf    

In cross-border investing, where you invest matters just as much as how you invest. This is especially true for fixed income. Although 2026 has only just begun, it's already shaping up to be a busy year on the macro front. A weaker US dollar could impact portfolios more than ever, and bonds may not be the ideal place to take on currency risk. How are global macroeconomics, geopolitics, and currency dynamics shaping investment decisions for cross-border expats?    In this episode of Expat Wealth, Richard Taylor – dual UK/US citizen and Chartered Financial Planner – is joined by Brian Dunhill – founder of Dunhill Financial – to take a big-picture look at currency markets and explore practical ways to mitigate risk as the US dollar fluctuates. Despite geopolitical noise, markets have largely shrugged off concerns about the dollar's currency cycle. Richard and Brian explain why they remain constructive on global equities, and what steps they're taking in portfolios for expats who live, earn, spend, and retire across multiple currencies.    Richard and Brian unpack:  Why your investment strategy needs to match your global lifestyle. Where you earn income, where you spend it, and where you plan to retire should all influence your investment decisions: the currency denomination of your bonds, your asset allocation, and your liquidity requirements.  The good news: markets are holding steady. Despite political uncertainty and geopolitical tensions, inflation is moderating, and tariffs have had limited impact. Potential interest rate cuts could support equity markets, particularly if the US dollar weakens.  Be cautious with high-risk strategies. Leveraged approaches like yen carry trades, cryptocurrency, and exotic private investments carry significant risks. As an expat, stay informed about these strategies but don't be drawn into them. Focus on liquid, transparent public markets where you have clear visibility and access to your investments.     --    Expat Wealth is supported by Plan First Wealth. Plan First Wealth is a Registered Investment Advisor serving fellow expatriates and immigrants living across the US on matters such as retirement planning, investment management, tax planning and non-US asset management.    https://planfirstwealth.com/    --    Expat Wealth is affiliated with Plan First Wealth LLC, an SEC registered investment advisor. The views and opinions expressed in this program are those of the speakers and do not necessarily reflect the views or positions of Plan First Wealth.      Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Plan First Wealth does not provide any tax and/or legal advice and strongly recommends that listeners seek their own advice in these areas. 

Cullen Roche has written a book called Your Perfect Portfolio (0:15). Navigating this current environment (4:20). Investing timelines for different ages (9:50). Factor investing styles (40:30). Concerns and questions for 2026 - risk is what we don't know (44:00).Sign up for our Investing Experts live event on January 27: Top Ideas for 2026Show Notes:The Good Enough PortfolioDiscipline FundsRead our transcriptsFor full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

This week, Liz Ann Sonders and Kathy Jones discuss the current state of the Federal Reserve, the bond and equity markets, the challenges facing the housing market, and the ongoing issues with inflation. They explore the implications of a criminal investigation into Fed Chair Jerome Powell, the stability of the bond market amidst political pressures, and the somewhat mixed signals from the equity market. Their discussion also highlights the affordability crisis in the housing market and the Fed's struggle to meet its inflation targets, concluding with a look ahead at upcoming economic data.On Investing is an original podcast from Charles Schwab. For more on the show, visit schwab.com/OnInvesting. If you enjoy the show, please leave a rating or review on Apple Podcasts.Important DisclosuresThis material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned are not suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions.All expressions of opinion are subject to change without notice in reaction to shifting market, economic or political conditions. Data contained herein from third party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed.Past performance is no guarantee of future results.Investing involves risk, including loss of principal. Performance may be affected by risks associated with non-diversification, including investments in specific countries or sectors. Additional risks may also include, but are not limited to, investments in foreign securities, especially emerging markets, real estate investment trusts (REITs), fixed income, municipal securities including state specific municipal securities, small capitalization securities and commodities. Each individual investor should consider these risks carefully before investing in a particular security or strategy.All names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security.Forecasts contained herein are for illustrative purposes only, may be based upon proprietary research and are developed through analysis of historical public data.Schwab does not recommend the use of technical analysis as a sole means of investment research.The policy analysis provided by Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly.  For more information on indexes, please see schwab.com/indexdefinitions (0126-YL36) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

We're just out of the recent earnings season and we've seen a wild range of results and some interesting implications. Melissa Otto CFA, head of S&P Global's Visible Alpha research team, returns to discuss what that markets have been saying and what she makes of the data with host Eric Hanselman. Macroeconomic effects are having some impact, as consumer sentiment diverges across the top and the bottom of the economy. In technology, there are mixed feelings about AI as the hunt continues for use cases with decisive revenue returns. The hyperscalers are continuing to invest capital at staggering rates and, so far, the markets have mostly approved. AI supply chain companies, like NVIDIA, are generally moving forward with solid results. The larger question is where is the AI boom headed. There are constraints not only in supply chains for data centers, but also in energy supply. Agentic AI has a lot of promise, but needs to prove out its value and earn trust, as providers look to improve efficiency with more targeted silicon, like ASICs, to stand up alongside the forests of GPU's being deployed. As investors hunt for improved returns, they may be rotating to international opportunities and small cap companies that might be able to see faster returns from AI deployments. More S&P Global Content: Next in Tech podcast: Agentic Customer Experience Nvidia GTC in DC Blackwell expectations increase Otto: Markets are grappling with how to price AI-related stocks   Next in Tech podcast, Episode 239: AI Infrastructure For S&P Global Subscribers: A view of peaks and plateaus AI to lead tech spending in 2026, but orgs losing track of energy efficiency – Highlights from Macroeconomic Outlook, SME Tech Trends Hyperscaler earnings quarterly: Alphabet, Amazon and Microsoft charge ahead on AI capacity buildouts Agents are already driving workplace impact and agentic AI adoption – Highlights from VotE: AI & Machine Learning Big Picture 2026 AI Outlook: Unleashing agentic potential Credits: Host/Author: Eric Hanselman Guest: Melissa Otto, CFA Producer/Editor: Feranmi Adeoshun Published With Assistance From: Sophie Carr, Kyra Smith

MacroVoices Erik Townsend & Patrick Ceresna welcome, Rory Johnston. They will discuss all things crude oil, starting with the Venezuela news and what it means for markets, then moving on to Iran, the U.S. Strategic Petroleum Reserve, and much more https://bit.ly/4qnVjQs    

On this episode, we discuss every uncertain scenario looming over the cryptocurrency markets in the coming year.~This episode is sponsored by BTCC~BTCC 10% Deposit Bonus! ➜ https://bit.ly/PBNBTCCGuest: Ran Neuner - Co-founder of Crypto Banter & CEO On Chain CapitalCrypto Banter Youtube Channel ➜ https://bit.ly/CryptoBanterRan00:00 Intro00:10 Sponsor: BTCC01:00 4-year cycle dead?08:00 Ethereum outperforms bitcoin in 2026?09:30 Jerome Powell gone, good or bad?12:40 2021 Crash15:50 CLARITY uncertainty vs Macro uncertainty18:00 Will DATs make a comeback in 2026?20:40 Better investor: Tom Lee vs Michael Saylor?21:45 Will retail return to crypto this year?23:30 The new crypto investor25:30 ETFs are driving this cycle26:20 Ran's thesis27:30 Will Gold beat Bitcoin again this year?28:30 Gold vs BTC chart30:00 Better buy: XRP or PENGU?30:10 Bigger Scam: TRUMP vs WLFI?30:30 COIN vs HOOD?30:50 Outro#Crypto #Bitcoin #Ethereum~Crypto Uncertainty & Chaos

In this episode, Liz Ann Sonders and Kathy Jones discuss the current state of the markets, focusing on the impact of global events, particularly military actions in Venezuela and how that might affect oil prices and the US economy. They delve into the bond market's response, the influence of retail traders, and the ongoing challenges in the US labor market. The discussion also covers the complexities of Venezuela's potential debt restructuring, the current implications of tariffs on the economy, and the importance of Fed policy and upcoming economic indicators.On Investing is an original podcast from Charles Schwab. For more on the show, visit schwab.com/OnInvesting. If you enjoy the show, please leave a rating or review on Apple Podcasts.Important DisclosuresThis material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned are not suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions.All expressions of opinion are subject to change without notice in reaction to shifting market, economic or political conditions. Data contained herein from third party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed.Past performance is no guarantee of future results.Investing involves risk, including loss of principal.Performance may be affected by risks associated with non-diversification, including investments in specific countries or sectors. Additional risks may also include, but are not limited to, investments in foreign securities, especially emerging markets, real estate investment trusts (REITs), fixed income, municipal securities including state specific municipal securities, small capitalization securities and commodities. Each individual investor should consider these risks carefully before investing in a particular security or strategy.Currency trading is speculative, very volatile and not suitable for all investors.All names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security.Forecasts contained herein are for illustrative purposes only, may be based upon proprietary research and are developed through analysis of historical public data.The policy analysis provided by Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly. For more information on indexes, please see schwab.com/indexdefinitions.(0126-VJ8P) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

MacroVoices Erik Townsend & Patrick Ceresna welcome, Darius Dale. They discuss why Darius thinks that one year from now in January 2027, we'll probably look back on 2026 as an up year for most financial markets. But Darius says put your seat belt on for the first few months of the year, which he thinks could be quite turbulent. https://bit.ly/49LhPNe   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/49eoyzj  

In this Podcast Extra, John Kempf speaks with Dr. Michael McNeill at the Acres U.S.A. Eco-Ag Conference in December 2025. During their conversation, they field questions from the audience and dive deep into the intersection of macroeconomics, history, and the future of farming.  Topics discussed include:  The historical context of the 1962 "Adaptive Program for Agriculture" and its intentional design to reduce the American farm population.  Personal reflections on the 1980s farm crisis and the role of high-interest rates in driving farm bankruptcies and consolidation.  Strategies for developing resilient farming systems that can withstand economic shifts, political changes, and climate volatility.  A vision for a "major reset" in American agriculture within the next five years, shifting toward either massive consolidation or smaller food-as-medicine operations.  The critical role of collaboration and mentorship between older and younger generations to facilitate land transition and knowledge sharing  Additional Resources  To learn more about Acres U.S.A, please visit: https://www.acresusa.com/  To listen to a previous Regenerative Agriculture Podcast episode featuring Dr. McNeill, please visit: https://advancingecoag.com/podcast/disease-resistance-and-regenerating-soil-with-michael-mcneill/  About John Kempf  John Kempf is the founder of Advancing Eco Agriculture (AEA). A top expert in biological and regenerative farming, John founded AEA in 2006 to help fellow farmers by providing the education, tools, and strategies that will have a global effect on the food supply and those who grow it.  Through intense study and the knowledge gleaned from many industry leaders, John is building a comprehensive systems-based approach to plant nutrition – a system solidly based on the sciences of plant physiology, mineral nutrition, and soil microbiology.  Support For This Show & Helping You Grow Since 2006, AEA has been on a mission to help growers become more resilient, efficient, and profitable with regenerative agriculture.   AEA works directly with growers to apply its unique line of liquid mineral crop nutrition products and biological inoculants. Informed by cutting-edge plant and soil data-gathering techniques, AEA's science-based programs empower farm operations to meet the crop quality markers that matter the most.    AEA has created real and lasting change on millions of acres with its products and data-driven services by working hand-in-hand with growers to produce healthier soil, stronger crops, and higher profits.   Beyond working on the ground with growers, AEA leads in regenerative agriculture media and education, producing and distributing the popular and highly-regarded Regenerative Agriculture Podcast, inspiring webinars, and other educational content that serve as go-to resources for growers worldwide Learn more about AEA's regenerative programs and products: https://www.advancingecoag.com 

This week, Bob talks with macroeconomist Roger Farmer—who places himself “between Keynes and Hayek”—about how twentieth-century macroeconomics evolved. They discuss how overlapping generations and search theory change the story on unemployment and asset prices, and where Professor Farmer thinks both neoclassicals and MMT advocates go wrong. Farmer contrasts the old “rocking horse” vision of the economy with his preferred “windy boat” metaphor, where the economy can drift for long periods, and variables like unemployment behave more like random walks than quick returns to a single steady state.Related:Professor Farmer's Article, "How New Keynesian Economics Betrays Keynes": Mises.org/HAP532aThe Mises Institute is giving away 100,000 copies of Hayek for the 21st Century. Get your free copy at Mises.org/HAPodFree

Happy New Year! In this macroeconomic update, Randy talks about interest rates, inflation & GDP reports, and what to expect in 2026. Join Our Investor Club: https://rebrand.ly/6d8avxu 

MacroVoices Erik Townsend & Patrick Ceresna welcome, Mark Williams, Graham Lawrence & Brendan Goodwin. They discuss why a surprising number of high-profile hedge fund legends and celebrities are establishing residency in New Zealand and what they might know that the rest of us don't, beyond any doomsday narrative. https://bit.ly/3YiVdNL    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag   

MacroVoices Erik Townsend & Patrick Ceresna welcome, David Rosenberg. They discuss, the U.S. economic outlook, why Rosie's not concerned about persistent inflation, precious metals, and much more. https://bit.ly/3KJP6iw  

MacroVoices Erik Townsend & Patrick Ceresna welcome, Robert Kahn. They will discuss all things geopolitics, from Tariffs to mid-term elections to the price of crude oil to who will be the next Fed chair https://bit.ly/4s9t21C  

MacroVoices Erik Townsend & Patrick Ceresna welcome, Jim Bianco. They discuss, what just happened and what it means for markets. https://bit.ly/4rRuipR    Register for Big Picture Trading's asymmetric challenge here: https://www.bigpicturetrading.com/challenge   

MacroVoices Erik Townsend & Patrick Ceresna welcome, Marko Papic. We'll discuss the deteriorating situation in Venezuela, the impacts of a potential Russia-Ukraine peace deal on markets, the spat between Japan and China, and the U.S. mid-term election cycle, considering the market impacts of all these developments. https://bit.ly/442T5gw   Register for Big Picture Trading's asymmetric challenge here: https://www.bigpicturetrading.com/challenge