Podcasts about Mark Matthews

As global markets adjust to a world where capital is no longer abundant, investors face new challenges and opportunities. How should they adapt their portfolios, and what are the most compelling prospects for the second half of 2026? Christian Gattiker, Head of Research at Julius Baer, and Mark Matthews, Head of Research Asia, join Bernadette Anderko to discuss Julius Baer's mid-year market outlook. The conversation dissects the shift from a savings glut to a savings grab, and focuses on why selectivity and capital discipline are paramount. Mark and Christian explain the outlook for equities and fixed income, investigating not just sectors but also regions of interest, together with the case for investment grade and emerging market debt, and the ongoing impact of AI and clean energy themes. They also review the prospects for commodities, gold, and currencies as investors position themselves for the remainder of the year.(00:00) - Introduction and agenda (00:55) - From a ‘savings glut' to a ‘savings grab' (02:16) - Be selective amidst capital expenditure opportunities (03:03) - Bond yields, duration, and global opportunities (05:33) - Credit quality and emerging market debt (06:49) - US vs. non-US markets (08:07) - European equity dynamics (08:59) - AI, Asia, and regional drivers (10:14) - Cloud computing, AI, clean energy (11:24) - Commodities: Super shock vs. super cycle (12:53) - Gold outlook (14:04) - US dollar, yen, and commodity currencies (15:08) - Key takeaways, closing remarks and legal information Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.

Send us Fan MailIn this episode, Will AI Make Us Less Human?, I sit down with AI researcher Mark Matthews to discuss one of the most important questions of our time: What happens when artificial intelligence begins replacing not just physical work, but human thinking, creativity, relationships, and even our sense of purpose?Support the showSupport this show and get all future episodes by email atwww.kenandjanelle.com

We have with us today a special guest, Mark Matthews. Together we discuss Israel's desire for a king and Saul's rise to the position, and how he loses his way. We also discuss the story of David facing Goliath and how it can represent much more than we often think about.

Send us Fan MailArtificial Intelligence is advancing faster than most people realize—and Pope Leo has taken notice.In this episode, Ken sits down with AI research scientist Mark Matthews to discuss Pope Leo's warnings about AI and what Catholics should understand about this rapidly developing technology.Are the Pope's concerns justified? Could AI ever surpass human intelligence? What impact will AI have on human relationships, society, and the future of humanity?Drawing on nearly a decade of experience in AI research, Mark explains where AI is heading, why we're still only at the beginning of the AI revolution, and which concerns deserve our attention most.Topics include:• Pope Leo's warnings about AI• Human intelligence vs. artificial intelligence• The AI singularity• AI and human relationships• Bias, regulation, and accountability• Whether AI can truly create• The future of AI and societySupport the showSupport this show and get all future episodes by email atwww.kenandjanelle.com

The Texas A&M Aggies shake up the SEC recruiting landscape with a projected 12+ top-100 signees, headlined by elite offensive tackle Mark Matthews and a nationwide recruiting strategy. Can Mike Elko's squad sustain this momentum and challenge for a national title, or is this a flash in the pan? Meanwhile, Kentucky Wildcats surge for a potential top-10 class—are they becoming a football powerhouse? Brian Smith analyzes the rise of unexpected SEC contenders, Georgia Bulldogs' impending recruiting run, Florida Gators' O-line-driven resurgence with Maxwell Hiller, and Alabama Crimson Tide's puzzling lack of offensive line commits. Plus, burning questions around NIL spending, LSU Tigers' bold moves with Ed Orgeron, and whether Oklahoma Sooners' balanced approach will keep them top-10. Don't miss this comprehensive breakdown of SEC recruiting battles, emerging trends, and which programs might be poised for long-term dominance. Everydayer Club If you never miss an episode, it's time to make it official. Join the Locked On Everydayer Club and get ad-free audio, access to our members-only Discord, and more — all built for our most loyal fans. Click here to learn more and join the community: https://theportal.supercast.com/ Support us by supporting our sponsors! Indeed Listeners of this show get a $75 Sponsored Job Credit to help give your job the premium placement it deserves at http://Indeed.com/podcast FanDuel Today's episode is brought to you by FanDuel. Right now new customers can bet just five dollars and get one-hundred and fifty dollars in bonus bets if your first bet wins. Visit https://FANDUEL.COM to get started — Play Your Game. FANDUEL DISCLAIMER: 21+ in select states. First online real money wager only. Bonus issued as nonwithdrawable free bets that expires in 14 days. Restrictions apply. See terms at sportsbook.fanduel.com. Gambling Problem? Call 1-800-GAMBLER or visit FanDuel.com/RG (CO, IA, MD, MI, NJ, PA, IL, VA, WV), 1-800-NEXT-STEP or text NEXTSTEP to 53342 (AZ), 1-888-789-7777 or visit ccpg.org/chat (CT), 1-800-9-WITH-IT (IN), 1-800-522-4700 (WY, KS) or visit ksgamblinghelp.com (KS), 1-877-770-STOP (LA), 1-877-8-HOPENY or text HOPENY (467369) (NY), TN REDLINE 1-800-889-9789 (TN) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Most leaders are trained to perform, strategize, and execute, but there's one skill almost nobody teaches, and it's the difference between leaders who get compliance and leaders who earn devotion. It's called presence, and it has surprisingly little to do with focus.In this episode, Josh sits down with high performance coach Dr. Mark Matthews to break down the Present Protocol, a framework for leading with deep presence at work and at home. Here's what they get into:The "leadership gap" almost no one talks about, and why being focused on someone is not the same as being present with themThe one-line distinction between focus and presence that reframes how you show up as a leaderThe two phases of the Present Protocol, starting with the four capacities of deep presence that most high performers skip right pastWhy presence is the antidote to the loneliness so many founders feel even when they're surrounded by a team every dayThe skill that separates leaders who manage people from leaders who actually move themHow Josh is applying this in the three "home base" areas of his life: his team, his customers, and his familyThe hardest capacity to master, the one that asks you to suspend judgment in real time (Josh shares a 6:30 a.m. story from that very morning)This isn't woo woo, and it isn't another time management hack. It's the relational skill that changes how your team, your customers, and your family experience you. If you've ever felt present on paper but somehow still not connected, this is the episode that makes it click.Connect with Dr. Mark Matthews on Instagram @facemyfear or on LinkedIn as Dr. Mark Matthews. Want to go deeper? Go back to episode 231, "Are You Addicted to Achievement and the Hidden Cost of High Performance."Loved this episode? Drop us a rating because we're going for #1 ecommerce podcast in the world and every single rating moves the needle.-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-► Visit Our Website For Training and Resources► Leave Us An Honest Rating, Email An Image Of Your Rating To team@theecommercealley.com, We'll Send You A $10 Amazon Gift Card As An Appreciation Gift!► Learn About Our Mentorship Program For Ecom Brands Making Over $10k/month► Checkout Our Software, Breezeway - Never Second-Guess Your Meta Ads Again►  Follow Josh on social media: YouTube | Instagram | Facebook | TikTok | 

The Texas A&M Aggies ramp up their title chase with a recruiting surge that could reshape the SEC landscape. Eight top-100 recruits already headline a class poised to add even more blue-chip talent, with key names like Mark Matthews, Myels Smith, and Raylaun Henry leading the charge. Can Mike Elko's relentless recruiting machine and administrative backing finally push Aggieland to the top? Brian Smith spotlights Texas A&M's national recruiting strategy, big-name transfer acquisitions, and the challenges facing new offensive coordinator Holmon Wiggins. Key questions include the Aggies' inconsistent quarterback play, offensive line concerns after heavy portal turnover, and whether Marcel Reed can overcome struggles against zone defenses. With a pivotal matchup against Texas looming, all eyes are on College Station—is a national title soon to be in the cards, or are there hurdles the Aggies still need to clear? Everydayer Club If you never miss an episode, it's time to make it official. Join the Locked On Everydayer Club and get ad-free audio, access to our members-only Discord, and more — all built for our most loyal fans. Click here to learn more and join the community: https://theportal.supercast.com/ Support us by supporting our sponsors! Indeed Listeners of this show get a $75 Sponsored Job Credit to help give your job the premium placement it deserves at http://Indeed.com/podcast Rugiet Get 15% off your treatment → https://rugiet.com/lockedonnhl Rugiet. Performance medicine for men. FanDuel Today's episode is brought to you by FanDuel. Right now new customers can bet just five dollars and get one-hundred and fifty dollars in bonus bets if your first bet wins. Visit https://FANDUEL.COM to get started — Play Your Game. FANDUEL DISCLAIMER: 21+ in select states. First online real money wager only. Bonus issued as nonwithdrawable free bets that expires in 14 days. Restrictions apply. See terms at sportsbook.fanduel.com. Gambling Problem? Call 1-800-GAMBLER or visit FanDuel.com/RG (CO, IA, MD, MI, NJ, PA, IL, VA, WV), 1-800-NEXT-STEP or text NEXTSTEP to 53342 (AZ), 1-888-789-7777 or visit ccpg.org/chat (CT), 1-800-9-WITH-IT (IN), 1-800-522-4700 (WY, KS) or visit ksgamblinghelp.com (KS), 1-877-770-STOP (LA), 1-877-8-HOPENY or text HOPENY (467369) (NY), TN REDLINE 1-800-889-9789 (TN) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

This week, we talk about the film Walking the Sacred Path and learn about the work of the Black and Indian Mission Office. Mark Matthews unpacks Pope Leo's Encyclical, Magnifica Humanitas, and we reconnect with singer/songwriter Rebecca Roubion who is homeschooling her five children.

Alex Donno joins the show to discuss the growing controversy surrounding Inter Miami and Lionel Messi after some fans became frustrated over Messi rarely acknowledging supporters during matches. The guys debate whether fans are being overly petty for holding back cheers during recent games or if Messi could easily calm the situation with something as simple as a wave or quick interaction. The conversation also compares the expectations placed on superstars across different sports and how athletes handle fan engagement. Donno then shifts into Miami Hurricanes recruiting talk, reacting to Mark Matthews committing to Texas A&M after Miami was heavily involved in his recruitment, while also discussing the Hurricanes landing a major recruiting win as Ai'King Hall flips his commitment from Oregon to Miami.

Hour 2 features Alex Donno joining the show to break down the growing controversy surrounding Inter Miami and Lionel Messi after some fans became frustrated over Messi rarely acknowledging supporters during matches, even leading to fans holding back cheers during a recent game. The guys debate whether the fan reaction is petty or if Messi could easily solve the issue with a simple wave, while also comparing fan expectations for superstars across different sports. Donno also dives into Miami Hurricanes recruiting, discussing Mark Matthews committing to Texas A&M despite Miami being heavily involved, along with Ai'King Hall flipping from Oregon to Miami and the changing landscape of recruiting in the NIL era. The hour also includes lighter conversation about bizarre trends like Dumpling stress balls, Tamagotchis, and the chaos surrounding Swatch watch releases, before wrapping with discussion about whether National Signing Day has lost its importance now that most major commitments happen months in advance.

Joe DeLeone and Blake Ruffino discuss Mark Matthews ' commitment to Texas A&M, a bipartisan college sports bill, and their Mississippi State preview. To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices

On this wonderful edition of the ROCPOD, Cam and The Beast give you the lowdown on the Mark Matthews saga as the St. Thomas Aquinas OT decided to head to College Station instead of Coral Gables. But, all is not lost, the Canes flipped another one (DJ Khaled Voice) as Mario and the staff refuse to Duck away from the competition (see what we did there). There is some football scheduling news that we think works out to Miami's favor. The Canes' baseball team has come to the end of the regular season after losing two of three to Florida State. Pitching and defense continue to haunt this team, and it doesn't bode well for a postseason run, but anything can happen. Finally, we dive into the prospects of a 24-team playoff. Would it diminish the regular season? Will these kids be playing into March? Mario doesn't like it. Do we? Please check out all the great work Cam and his staff do at StateofTheU. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

This “Best of Joe Rose Show” episode opens with a discussion surrounding Tyreek Hill, as the guys react to his latest off-field legal issues and debate whether his career arc is starting to resemble other polarizing NFL stars like Antonio Brown. They break down Hill's impact during his time with the Dolphins and question whether the team is ultimately better off moving forward without the constant distractions despite his elite production. The conversation then shifts to college football recruiting with Alex Donno, as the crew dives into the modern NIL era, where top prospects are weighing money versus fit, development, and long-term success, while also spotlighting major recruiting battles like offensive tackle Mark Matthews choosing between Miami and Texas A&M. The episode also features Mike Florio breaking down the NFL schedule release chaos, viral team videos, league-wide leaks, and debate over the Dolphins passing on Rueben Bain for Kadyn Proctor, plus Channing Crowder sparking a fiery discussion defending Victor Wembanyama and sharing a wild personal fight story from his playing days.

Alex Donno joins the show to break down several major recruiting battles currently surrounding the Miami Hurricanes and how today's recruiting landscape continues to evolve in the NIL era. The conversation focuses on the different ways top prospects approach the recruiting process, with money becoming a major factor for many players, while others prioritize roster fit, development opportunities, and long-term success. The guys debate whether recruits are better off maximizing NIL earnings or choosing the program that best fits their playing style and future goals. The segment also highlights highly touted offensive tackle Mark Matthews as he continues weighing his final decision between Miami and Texas A&M

Hour 2 features Alex Donno joining to break down several major recruiting battles surrounding the Miami Hurricanes, including the ongoing decision of highly touted offensive tackle Mark Matthews. The conversation dives into how NIL money, roster fit, and opportunity are all shaping modern recruiting, with the guys debating whether top prospects should prioritize maximizing earnings or choosing the best long-term football situation. The hour also reacts to the Los Angeles Lakers getting swept by the Oklahoma City Thunder and whether the end could be nearing for LeBron James, including speculation about a possible retirement tour. The conversation wraps with more NBA Playoff talk surrounding Victor Wembanyama avoiding suspension, media already hyping up a potential Knicks vs. Thunder Finals matchup, and a quick shoutout to the Miami Marlins for their fan promotions and giveaways

On this episode of the ROCPOD, Cam and The Beast give you the skinny on Terry Jefferson being promoted to CB coach, and Will Harris being promoted to Secondary Coach and Pass Defense Game Coordinator. Good moves for Miami? We all thought St. Thomas OT Mark Matthews was going to Texas A&M. Wellllllll....hold that thought. He has scheduled an official visit to Miami. Are the Canes still in this? The Canes baseball team has reached the end of the regular season, and the pitching is not so bueno. One series left before they find out where they are going in the regional. It will be an uphill climb regardless. Finally, The Beast worked the phones this past week to get info on the Canes Athletics Director search. He's got info, hot takes, thoughts, and opinions. Please go check out all of Cam and his staff's great work at StateOftheU! Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Plenty to discuss in this latest mailbag style podcast of Through The Smoke.  Miami is searching for its next athletic director after Dan Radakovich announced his retirement. The Hurricanes are looking to beat out Texas A&M for local five-star offensive tackle Mark Matthews. We also answer questions from the Through The Smoke message board. Enjoy the show.  Support Our Sponsors - Join Canes Connection today at CanesConnection.com! - If you have been injured in a slip and fall, boating accident, trucking accident, Uber/Lyft accident, or car accident, Nick Mucerino is the personal injury attorney you should contact at 561-960-9870 or visit the website FLInjury.Law. - If you're thinking about buying, selling, or investing in South Florida, you should know Aaron Paskow with Keller Williams. Grab a FREE Home Value Report or quick market update. Call or text 305-497-5773 or visit apaskow.kw.com. To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices

The Florida Gators land a game-changing commitment as Maxwell Hiller, the nation's top football recruit, chooses Gainesville—setting the stage for a potential top-10 recruiting class. Is this the spark John Sumrall's squad needs to dominate the SEC trenches once again? Recruiting analyst Brian Smith breaks down Hiller's elite technique, versatility, and what his addition will mean for the Gators, with quarterback Davin Davidson possibly on deck to follow. The conversation doesn't stop there—Smith unveils a partial list of his five-star rankings, spotlighting prospects like DJ Jacobs (Ohio State commitment), Mark Matthews, Joshua Dobson, Albert Simien, and Jamarin Simmons. He explores what sets these high school stars apart, the criteria coaches use for five-star grades, and the impact of recruiting cycles, reclassification, and coaching fit on player development. Tune in for sharp recruiting insight, fan Q&A, and the latest high-stakes commitments shaping college football's future. Everydayer Club If you never miss an episode, it's time to make it official. Join the Locked On Everydayer Club and get ad-free audio, access to our members-only Discord, and more — all built for our most loyal fans. Click here to learn more and join the community: https://theportal.supercast.com/ Support us by supporting our sponsors! Mazda Like our players, we're driven by the details. Highlights make the reel. But the work behind them makes it count.
The all-new Mazda CX-5. More to move every side of you. Wayfair Get last-minute hosting essentials, gifts for all your loved ones, and decor to celebrate the holidays for WAY less. Head to https://Wayfair.com right now to shop all things home. Wayfair. Every style. Every home. TurboTax This year you're getting a major upgrade — Intuit TurboTax now has in-person locations nationwide. Visit http://TurboTax.com/local to book your appointment today. Robinhood You're no longer just a spectator. Play by play. You decide. Trade Every Play with Robinhood. Now available across the U.S. Download the Robinhood app now to begin. Futures and cleared swaps trading involves significant risk and is not appropriate for everyone. Event contracts are offered by Robinhood Derivatives, LLC., a registered futures commission merchant and swap firm. Indeed Listeners of this show get a $75 Sponsored Job Credit to help give your job the premium placement it deserves at http://Indeed.com/podcast Gametime Today's episode is brought to you by Gametime. Download the Gametime app, create an account, and use code LOCKEDON for $20 off your first purchase. Terms and conditions apply. FanDuel Today's episode is brought to you by FanDuel. Right now new customers can bet just five dollars and get two-hundred and fifty dollars in bonus bets if your first bet wins. Visit https://FANDUEL.COM to get started — Play Your Game. FANDUEL DISCLAIMER: 21+ in select states. First online real money wager only. Bonus issued as nonwithdrawable free bets that expire in 14 days. Restrictions apply. See terms at sportsbook.fanduel.com. Gambling Problem? Call 1-800-GAMBLER or visit FanDuel.com/RG (CO, IA, MD, MI, NJ, PA, IL, VA, WV), 1-800-NEXT-STEP or text NEXTSTEP to 53342 (AZ), 1-888-789-7777 or visit ccpg.org/chat (CT), 1-800-9-WITH-IT (IN), 1-800-522-4700 (WY, KS) or visit ksgamblinghelp.com (KS), 1-877-770-STOP (LA), 1-877-8-HOPENY or text HOPENY (467369) (NY), TN REDLINE 1-800-889-9789 (TN) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

This week, we talk about Archbishop Fulton Sheen with Sheen expert, Allan Smith and learn details about his upcoming beatification. Mark Matthews returns to speak to us about the use of Artificial Intelligence in education, and we reconnect with singer/songwriter Pat Briley and meet his wife, Hanna.

The Miami Hurricanes land five-star wide receiver Nick Lennear—will his commitment spark a new recruiting wave in South Florida? Brian Smith spotlights how Lanier's elite talent and influence could help Mario Cristobal attract elite recruits. Intel on Julius Jones Jr. and Mark Matthews, with insider buzz on Matthews' recruitment and the domino effect for Miami's 2025 class. The conversation expands to Notre Dame's hot streak, targeting Chicago's top prospects like David Folorunsho and extensive efforts to secure more premium front-seven talent like Abraham Sesay and Brayden Parks, while Oklahoma's class looks poised for a top-five finish after in-state luck and crucial Dallas-area battles. Plus, bold takes on recruiting momentum, the strategic value of early commitments, and candid listener questions covering Miami's trajectory, NIL twists, and coaching challenges. Can these powerhouse programs close out with elite classes, or will rivals upend their momentum? Everydayer Club If you never miss an episode, it's time to make it official. Join the Locked On Everydayer Club and get ad-free audio, access to our members-only Discord, and more — all built for our most loyal fans. Click here to learn more and join the community: https://theportalpodcast.supercast.com/  Support us by supporting our sponsors! 5-Hour ENERGY Have your cake & drink it too. Birthday cake-flavor is back, no fork needed. Vanilla-y cakey flavor, caffeinated kick, and no sugar. It's party time. Order Now at https://5-hourENERGY.com or Amazon. Mazda Like our players, we're driven by the details. Because highlights make the reel. What it takes to get there makes it count. There's more to a Mazda. Because there's more to you. TurboTax  This year you're getting a major upgrade — Intuit TurboTax now has in-person locations nationwide. Visit http://TurboTax.com/local to book your appointment today. Robinhood You're no longer just a spectator. Play by play. You decide. Trade Every Play with Robinhood. Now available across the U.S. Download the Robinhood app now to begin. Futures and cleared swaps trading involves significant risk and is not appropriate for everyone. Event contracts are offered by Robinhood Derivatives, LLC., a registered futures commission merchant and swap firm. Indeed Listeners of this show get a $75 Sponsored Job Credit to help give your job the premium placement it deserves at http://Indeed.com/podcast Gametime Today's episode is brought to you by Gametime. Download the Gametime app, create an account, and use code LOCKEDON for $20 off your first purchase. Terms and conditions apply. FanDuel FanDuel is giving you a way to turn that energy into even bigger potential wins with a College Basketball Parlay Profit Boost. Visit https://FANDUEL.COM to get started — Play Your Game. FANDUEL DISCLAIMER: 21+ in select states. First online real money wager only. Bonus issued as nonwithdrawable free bets that expire in 14 days. Restrictions apply. See terms at sportsbook.fanduel.com. Gambling Problem? Call 1-800-GAMBLER or visit FanDuel.com/RG (CO, IA, MD, MI, NJ, PA, IL, VA, WV), 1-800-NEXT-STEP or text NEXTSTEP to 53342 (AZ), 1-888-789-7777 or visit ccpg.org/chat (CT), 1-800-9-WITH-IT (IN), 1-800-522-4700 (WY, KS) or visit ksgamblinghelp.com (KS), 1-877-770-STOP (LA), 1-877-8-HOPENY or text HOPENY (467369) (NY), TN REDLINE 1-800-889-9789 (TN) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Miami Hurricanes face a pivotal offseason as Mario Cristobal's search for new assistant coaches could define the program's 2026 title hopes. Tight-lipped hiring rumors swirl around the running backs, tight ends, and cornerbacks coaching roles, with names like Patrick Surtain and Rashad Wadood in the mix—while insiders debate whether alumni like Clinton Portis could seize a coveted staff spot. Can Cristobal maintain his reputation for making elite hires and keep Miami's momentum rolling? Brian Smith and Alex Donno break down top recruiting targets, spotlighting blue-chip prospects Mark Matthews and Nick Lennear, plus emerging quarterback Will Mencl, as Miami looks to lock down local talent and high-profile out-of-state stars. The discussion also highlights O-line uncertainties, spring ball roster battles, and the path for new faces to make an impact. Don't miss this inside look at Miami's championship ambitions and the staff moves fueling their chase. Everydayer Club If you never miss an episode, it's time to make it official. Join the Locked On Everydayer Club and get ad-free audio, access to our members-only Discord, and more — all built for our most loyal fans. Click here to learn more and join the community: https://theportal.supercast.com/ Support Us By Supporting Our Sponsors! 5-Hour ENERGY Have your cake & drink it too. Birthday cake-flavor is back, no fork needed. Vanilla-y cakey flavor, caffeinated kick, and no sugar. It's party time. Order Now at https://5-hourENERGY.com or Amazon. Mazda Like our players, we're driven by the details. Because highlights make the reel. What it takes to get there makes it count. There's more to a Mazda. Because there's more to you. Turbo Tax For a limited time, you can have your taxes done by a local TurboTax expert for just $150 — all in, if a TurboTax expert didn't file for you last year. Just file by February 28. Take taxes off your plate and get back to your life.  Visit https://TurboTax.com/local to book your appointment today.  Coast Right now, Coast Pay is offering our listeners up to $2,000 credit when you get started at https://coastpay.com/LOCKEDONCOLLEGE. Term Apply. The Coast Visa®️ Commercial Credit Card is issued by Celtic Bank. All card accounts are subject to credit approval.  Indeed Listeners of this show get a $75 Sponsored Job Credit to help give your job the premium placement it deserves at http://Indeed.com/podcast Gametime Today's episode is brought to you by Gametime. Download the Gametime app, create an account, and use code LOCKEDON for $20 off your first purchase. Terms and conditions apply. FanDuel Use your Profit Boost on an NBA future and get entered for your chance to win a trip to the NBA Finals.  Play your game with FanDuel, the official sports betting partner of the NBA. Visit https://FANDUEL.COM to get started.  FANDUEL DISCLAIMER: 21+ in select states. First online real money wager only. Bonus issued as non-withdrawable free bets that expire in 14 days. Restrictions apply. See terms at sportsbook.fanduel.com. Gambling Problem? Call 1-800-GAMBLER or visit FanDuel.com/RG (CO, IA, MD, MI, NJ, PA, IL, VA, WV), 1-800-NEXT-STEP or text NEXTSTEP to 53342 (AZ), 1-888-789-7777 or visit ccpg.org/chat (CT), 1-800-9-WITH-IT (IN), 1-800-522-4700 (WY, KS) or visit ksgamblinghelp.com (KS), 1-877-770-STOP (LA), 1-877-8-HOPENY or text HOPENY (467369) (NY), TN REDLINE 1-800-889-9789 (TN) 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, Josh sits down with Dr. Mark Matthews - PhD in psychology and high-performance coach - to unpack something most founders never stop to examine:The difference between achievement and fulfillment.You'll hear:- The ACTUAL definition of addiction- How high performers unknowingly train their nervous system for constant stimulation- The hidden cost of being achievement-obsessed- Why reflection might be the most powerful growth lever you're ignoring- How three simple identity words can radically change your relationships and leadershipThis conversation goes deeper than tactics.It challenges how you define success.How you show up at home.And whether you're building a business… or slowly losing the parts of yourself that matter most.If you're driven, ambitious, and always thinking about work — this episode will hit close to home.And it might just change how you think about performance forever.Interested in working with Dr. Matthews? DM him “COACH” on Instagram @facemyfear-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-► State Of Meta Ads 2026 Workshop ► Visit Our Website For Training and Resources ► Leave Us An Honest Rating, Email An Image Of Your Rating To team@theecommercealley.com, We'll Send You A $10 Amazon Gift Card As An Appreciation Gift!► Learn About Our Mentorship Program For Ecom Brands Making Over $10k/month ► Checkout Our Software, Breezeway - Never Second-Guess Your Meta Ads Again ► Follow Josh on social media: YouTube | Instagram | Facebook | TikTok |

Doctrinal Class on the Fall with Kerry Muhlestein is at https://www.patreon.com/c/EnlightenEdgeEDU. Join us there! You will support the podcast and will get so much amazing content! Don't miss out on this chance to get great classes! In this episode Kerry and Mark Matthews discuss doctrinal elements of the Fall. Then Kerry and Karen Hepworth talk about God covering Eve and Adam with skins and what that has to do with us and the holy garments. Then Kerry and Phil Allred talk about Eve and Adam's family and what we can learn about that for our family. We are grateful for our executive producers, P. Franzen, J. Parke, D. Watson, B. Van Blerkom, the Dawsons, M. Cannon, M. Rosema, B. Fisher, J. Beardall, D. Anderson, and H. Umphlett, and for all our generous and loyal donors. We are also very grateful for all our Patreon members. We are so thankful for Beehive Broadcast for producing the podcast and for Rich Nicholls, who composed and plays the music for the podcast.

We have fantastic extra content for you that you will love on our Patreon Website https://www.patreon.com/c/EnlightenEdgeEDU . Please join us there so that you can participate in our in-depth lessons. This week we will address questions many people have about the creation and show how it all focuses on God and His Son. In this weeks episode Kerry visits with Brad Wilcox and Mike Goodman and Mark Matthews about elements of the creation story that edify us when properly understood. He also talks about the term Help Meet and what it really means. You will be amazed at the power in the term when you understand it correctly. We are grateful for our executive producers, P. Franzen, J. Parke, D. Watson, B. Van Blerkom, the Dawsons, M. Cannon, M. Rosema, B. Fisher, J. Beardall, D. Anderson, and H. Umphlett, and for all our generous and loyal donors. We are also very grateful for all our Patreon members. We are so thankful for Beehive Broadcast for producing the podcast and for Rich Nicholls, who composed and plays the music for the podcast.

Investors should prepare themselves for 2026 to be a year that rewards those who adapt early to the resets and rebalancing which are shaping the new investment landscape. So, what are the key themes?In this edition of Moving Markets - The View Beyond, Bernadette Anderko sits down with Christian Gattiker, Head of Research, and Mark Matthews, Head of Research Asia, to discuss Julius Baer's Market Outlook 2026 and why it's important not to let a single country or theme dominate portfolios. Asian equities, artificial intelligence, defensives, and European cyclical stocks all have a role to play. The conversation also covers fixed income positioning, the appeal of Australian dollar bonds, prospects for further US dollar weakness, and whether gold's remarkable run can continue.(00:00) - Introduction to speakers and topic (00:52) - Defining resetting and rebalancing (01:53) - Economic expectations for 2026 (02:46) - The opportunity set is going global (05:51) - Asian AI and tech have room to run (08:03) - Careful portfolio construction required for AI (09:07) - A balanced equity allocation advised for 2026 (09:54) - Fixed income: balancing credit exposure and duration (10:41) - Time to consider Australian dollar bonds (11:52) - Expectations for the US dollar and its alternatives (13:58) - Can the precious metals rally continue? (15:34) - Key messages to take away (16:30) - Closing remarks Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.

Excerpt from Beyond Markets Podcast, originally published on 13.08.2025.This episode is part of a special two-week series featuring highlights from Julius Baer's recent Beyond Markets podcasts. Our regular show that starts with daily market news returns on Monday 5th January.In this episode of Beyond Markets, Mark Matthews, Head of Research Asia at Julius Baer, speaks with General David H. Petraeus, Partner at KKR and former US Army General, about leadership lessons from his distinguished military career and how they translate to the corporate world. Their conversation explores recent conflicts, including the India–Pakistan skirmish, the US withdrawal from Afghanistan, and the Russia–Ukraine war, highlighting the critical role of deterrence. They also examine the future of US energy policy amid shifting dynamics in the Middle East and global oil markets, consider China's growing influence in the Western Hemisphere and its implications, and explore regions with strong potential for development.(00:00) - Introduction: Helen Freer, Product & Investment Content (00:41) - From Battlefield to Boardroom: Leadership in a changing world: Mark Matthews, Head of Research Asia and General David H. Petraeus, Partner at KKR and former US Army General (10:57) - Closing remarks: Helen Freer, Product & Investment Content Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.

The Federal Reserve cut interest rates last week, but it also increased its forecast for 2026 GDP, from 1.9% to 2.1%, hardly a rate that would necessitate a long string of further cuts. Multiple forces are pulling the economy in different directions, so the 10-year treasury yield will likely continue to move in the same wide band it's been in since 2023. Recent local elections have tilted strongly in favour of Democrats, and Trump's approval ratings are low. It is possible next year's mid-term elections go strongly in the Democrats' favour, and the administration has less power than it does now. With economically-sensitive stock market indices like mid and small caps, the Dow Jones Industrials and the S&P 500 equal-weighted index all breaking to new highs, it's difficult to be pessimistic.This episode is presented by Mark Matthews, Head of Research Asia at Julius Baer.

Investors are looking ahead to the Federal Reserve decision happening later this week. Fed Chair Jerome Powell is expected to push through another quarter-point interest-rate cut this week. That is despite growing unease among fellow policymakers that inflation remains too high. In Asia-Pacific, the Reserve Bank of Australia's rate decision and a raft of Chinese data are the key events in the week ahead. We heard from Mark Matthews, Head of Asia Research at Julius Baer. He spoke to Bloomberg's Shery Ahn and Avril Hong. Plus - in Japan, a slew of economic data was released. In Tokyo, labor cash earnings were released. Stronger wage gains in October bolstered the case for the Bank of Japan to deliver a 25-basis-point rate hike at its Dec. 18–19 meeting. However, Japan's economy shrank in the three months through September, the government confirmed in a revised report, giving further justification for Prime Minister Sanae Takaichi's stimulus package announced last month. For more on what the latest Japan data means for the BoJ, we heard from Bloomberg's Brian Fowler. He spoke to Bloomberg's Shery Ahn and Avril Hong. See omnystudio.com/listener for privacy information.

Just weeks after hawkish Federal Reserve commentary dimmed December rate cut hopes, new dovish comments from New York Fed President John Williams have boosted rate cut odds back to 63%. With policymakers seemingly divided, a tied vote on the December 10 FOMC meeting – unprecedented in its history – remains possible.Markets remain uneasy in the meantime, with concerns on high AI spending and a Bitcoin bear market weighing on sentiment. Technical signals add to the unease with the S&P 500 and tech sector indices showing signs of a “head and shoulders” pattern, a bearish sign. Additionally, a leaked draft of President Trump's Ukraine peace plan indicates the unfreezing of some Russian financial assets confiscated by the west, potentially implicating gold demand.This episode is presented by Mark Matthews, Head of Research Asia at Julius Baer.

Following hawkish commentary from six Federal Reserve presidents and promising indicators of October labour and consumer data, the market no longer expects a December rate cut. Meanwhile, recent technology stock performance suggests the market increasingly distinguishes between sustainable and speculative growth, and leverage. Over in Asia, China's stock market is supported by the country's leadership in electrification, more exports of high-technology products and services, a slowly appreciating Renminbi, and governmental efforts to promote equity investment and corporate governance reforms. This episode is presented by Mark Matthews, Head of Research Asia at Julius Baer.

This week, we talk about vampires with Daughter of St. Paul, Sr. Allison Gliot, fsp whose In Aeternum trilogy books one and two are out now. Mark Matthews returns to speak to us about what's new in Artificial Intelligence, and we meet singer/songwriter Meredith Joy Keller.

87% of the S&P 500 index companies that have reported their Q3 earnings thus far have beaten consensus forecasts - significantly higher than the 10-year average beat rate of 75%. Earnings growth is running at 9.2% year/year, vs. 7.9% that analysts had estimated prior to the start of the reporting season. The NASDAQ 100 index is also on track to post 7 consecutive months of gains. In each of the four times this had happened before, returns in the 12 months that followed were double-digit, averaging 17.5%.  This episode is presented by Mark Matthews, Head of Research Asia at Julius Baer.

Recent bankruptcies of companies that accessed the private debt market are a reminder that manager selection is of the utmost importance. The real acid test for the private debt market will be the next recession, although there are no signs of one on the horizon. Still, the labour market is changing, and we look for a rate cut at the Fed's next meeting on October 29, followed by another three by March. Alibaba claims to have invented a computing pooling solution that reduces the number of Nvidia GPUs needed to serve its AI models by 82%. An index of Hong Kong residential property infers prices are up 6% this month. This episode is presented by Mark Matthews, Head of Research Asia at Julius Baer.

As we head towards the end of the year, financial markets are caught between fading growth and expectations regarding monetary policy. How should investors navigate financial markets in the final months of 2025, and where do we see the sweet spots?In this episode of the Beyond Markets podcast, Christian Gattiker, Julius Baer's Head of Research, and Mark Matthews, Head of Research Asia, talk to Bernadette Anderko about the macroeconomic developments since Liberation Day, what they expect from the Fed and the ECB for the rest of the year, and the current global opportunities for investors, particularly, but not only, in the equity and fixed income space.(00:32) - Introduction of topic and speakers (01:12) - Macroeconomic developments since Liberation Day (02:10) - Asia's macroeconomic picture (05:05) - Year-end headline research calls (05:39) - Developed-market equity preferences (06:09) - Breaking away from the ‘US only' mindset (06:42) - Emerging market equity sweet spots (08:26) - Where to find value in fixed income (09:10) - Commodities outlook (11:06) - US dollar set to weaken? (11:46) - Dealing with tariff news (12:45) - Summary and closing remarks Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.

RE RELEASE - In this engaging conversation, Mark Matthews, a professional big wave surfer, shares his insights on the mental aspects of high performance, fear management, and personal growth. He discusses the unique challenges of surfing compared to other sports, particularly golf, and how he has learned to cope with anxiety and fear. Mark emphasizes the importance of goal setting and gratitude in achieving fulfillment and success, drawing from his own experiences in surfing and public speaking. The discussion highlights the interplay between ego, preparation, and mental resilience in both sports and life.Send us a textSupport the showhttps://talkingperformancepod.com/

US President Donald Trump called Vladimir Putin and urged the Russian leader to begin making plans for a summit with Volodymyr Zelenskiy, after meeting the Ukrainian president and European leaders at the White House on Monday. The proposal — which Trump pitched as a one-on-one summit between Ukraine and Russia's leaders that would be followed by a trilateral gathering involving all three — represented the latest turn in the US president's push to broker an end to a conflict that has lasted over three years. We get the latest from Michelle Jamrisko, Bloomberg News White House Editor in Washington.Oil markets were in focus following Trump and Zelenskiy's meeting in Washington, as traders weighed the potential implications for regional stability and energy flows. Crude oil held steady after Monday's gain. Meantime, Asian stocks may struggle for direction at the open after the S&P 500 closed little changed. We get market perspective from Mark Matthews, Head of Asia Research at Julius Baer. He speaks with Bloomberg's Shery Ahn and Avril Hong on The Asia Trade.Plus - a big week is coming up as the Federal Reserve's annual Economic Policy Symposium kicks off Thursday in Jackson Hole, Wyoming. The event in the Grand Teton mountains has been used by Fed chairs as a venue for making crucial policy announcements. Jerome Powell is expected on Friday to unveil the Fed's new policy framework — the strategy it'll use to achieve its inflation and employment goals. He may also drop some hints about the Fed's thinking ahead of its September policy meeting. We look at the potential impact of Powell's remarks later this week with Michele Martin, President at Prosperity, the wealth management arm of EisnerAmper.See omnystudio.com/listener for privacy information.

In this episode of Beyond Markets, Mark Matthews, Head of Research Asia at Julius Baer, speaks with General David H. Petraeus, Partner at KKR and former US Army General, about leadership lessons from his distinguished military career and how they translate to the corporate world. Their conversation explores recent conflicts, including the India–Pakistan skirmish, the US withdrawal from Afghanistan, and the Russia–Ukraine war, highlighting the critical role of deterrence. They also examine the future of US energy policy amid shifting dynamics in the Middle East and global oil markets, consider China's growing influence in the Western Hemisphere and its implications, and explore regions with strong potential for development.(00:52) - Lessons from the General Petraeus' military career (03:24) - Parallels with the corporate world (05:52) - Takeaways from the India-Pakistan and Russia-Ukraine conflicts (11:38) - Energy independence, and the future of US policy in the Middle East (19:47) - The effectiveness of US sanctions (25:30) - China's growing influence in the Western hemisphere (29:01) - Growing interest in the Arctic (30:45) - Singapore and Dubai's success story (34:00) - Countries with great potential and opportunities

Under Armour assembled another elite group of underclassmen recruits for its Future 50 event. Kennedy Brown, the #1 overall recruit, along with Julius Jones, Jr. Mark Matthews, Zayden Gamble, Chris Whitehead, KJ Green, Elijah Haven, and numerous other top prospects.I will discuss numerous recruits and the schools that are trending for their services, here on The Portal Podcast.On X @LO_ThePortalTikTok @lockedontheportalSupport us by supporting our sponsors!GametimeToday's episode is brought to you by Gametime. Download the Gametime app, create an account, and use code LOCKEDON for $20 off your first purchase. Terms apply. Download Gametime today. What time is it? Gametime.Monarch MoneyTake control of your finances with Monarch Money. Use code LOCKEDONCOLLEGE at monarchmoney.com for 50% off your first year.FanDuelRight now, new customers can get TWO HUNDRED DOLLARS in BONUS BETS when your first FIVE DOLLAR BET WINS! Download the app or head to FANDUEL.COM to get started. Bet with FanDuel—Official Partner of the NBA.FANDUEL DISCLAIMER: 21+ in select states. First online real money wager only. Bonus issued as nonwithdrawable free bets that expires in 14 days. Restrictions apply. See terms at sportsbook.fanduel.com. Gambling Problem? Call 1-800-GAMBLER or visit FanDuel.com/RG (CO, IA, MD, MI, NJ, PA, IL, VA, WV), 1-800-NEXT-STEP or text NEXTSTEP to 53342 (AZ), 1-888-789-7777 or visit ccpg.org/chat (CT), 1-800-9-WITH-IT (IN), 1-800-522-4700 (WY, KS) or visit ksgamblinghelp.com (KS), 1-877-770-STOP (LA), 1-877-8-HOPENY or text HOPENY (467369) (NY), TN REDLINE 1-800-889-9789 (TN)

The global economy is navigating a complex landscape of rising oil prices and increasing inflationary pressures. Following last week's conflict between Israel and Iran, oil prices have surged over 12%, and concerns are growing about the potential impact on economic growth and stability. Yet, despite these challenges, certain economies - such as India's - are demonstrating resilience and attracting investor attention due to their strong fundamentals and long-term growth prospects.This episode is presented by Mark Matthews, Head of Research Asia at Julius Baer.

The first half of the year has provided investors with ample food for thought, but what's next and how should investors be positioned for the second half of the year? In this episode of the Beyond Markets podcast, Christian Gattiker, Head of Research, and Mark Matthews, Head of Research Asia, discuss with Helen Freer the impact of the US administration on the global economy, the importance of adopting a global investment approach, and the current opportunities, particularly in the equities and fixed income space.(00:33) - Introduction (00:53) - US policies and what it means for the global economy (03:33) - Risk of a recession (05:03) - Expectations for the US Federal Reserve (06:31) - Investing in equities - diversify (07:44) - Why focus on mid-caps? (10:01) - Opportunities in India and China (11:28) - Why do we like Japan? (12:32) - The importance of stock-picking in the current environment (14:40) - Should gold form part of an investor's allocation? (15:47) - Where does the US dollar go from here? (17:04) - Is the Swiss franc the ultimate safe-haven currency? (17:44) - What does the global trade policy uncertainty mean for credit spreads? (18:55) - Opportunities in the fixed income space (19:44) - What do we prefer in terms of duration? (20:29) - Opportunities in Euro bonds (20:52) - What's in store for emerging market debt? (21:34) - Next Generation: a barbell strategy with Extended Longevity and Future of Finance (23:41) - Next Generation: Future Cities (24:15) - Summary (25:29) - Conclusion Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.

In this episode, Danny Olinger and Camden Bucey explore a pivotal moment in the history of American Presbyterianism: the Special Commission of 1925 and its investigation into the doctrinal unrest within the Presbyterian Church (USA). Appointed to address the growing tension between modernists and conservatives, the Commission aimed to preserve the church's “purity, peace, unity, and progress.” However, for J. Gresham Machen, the Commission's recommendations represented a profound failure to uphold biblical orthodoxy. We explore how the Special Commission, composed of fifteen prominent ministers and ruling elders with deep ties to denominational institutions, prioritized unity over doctrinal clarity. Its influential members—such as Robert Speer, Mark Matthews, and Stated Clerk Lewis Mudge—were largely institutional loyalists who sought to preserve the church's structural integrity and foster reconciliation rather than enforcing confessional standards. Despite Machen's compelling plea for doctrinal faithfulness, the Commission framed the controversy as a misunderstanding of tolerance and authority rather than a fundamental theological crisis. We'll examine how Machen's uncompromising opposition to modernism ultimately led to his suspension from the PCUSA and the formation of the Orthodox Presbyterian Church in 1936. Along the way, we'll discuss the broader implications of this controversy for American Presbyterianism, and how the decisions made during this period continue to influence Reformed denominations today. Join us as we unpack the significance of the Special Commission of 1925 and consider what lessons it holds for maintaining orthodoxy in the midst of institutional pressure and theological compromise. Links Report of the Special Commission of 1925 Weston, Presbyterian Pluralism: Competition in a Protestant House Watch on YouTube. Chapters 00:00:07 Introduction 00:06:36 Setting the Stage: Presbyterian History and Tensions 00:16:32 The Five Fundamentals and the Auburn Affirmation 00:35:40 Erdman’s Motion at the 1925 General Assembly 00:40:02 The Makeup of the Commission of 1925 00:51:49 The Work of the Commission 01:00:58 The Sine Qua Non of Presbyterianism 01:07:38 The Aftermath 01:20:52 Conclusion Participants: Camden Bucey, Danny Olinger

In this episode, Danny Olinger and Camden Bucey explore a pivotal moment in the history of American Presbyterianism: the Special Commission of 1925 and its investigation into the doctrinal unrest within the Presbyterian Church (USA). Appointed to address the growing tension between Modernists and Conservatives, the Commission aimed to preserve the church's “purity, peace, unity, and progress.” However, for J. Gresham Machen, the Commission's recommendations represented a profound failure to uphold biblical orthodoxy. We explore how the Special Commission, composed of fifteen prominent ministers and ruling elders with deep ties to denominational institutions, prioritized unity over doctrinal clarity. Its influential members—such as Robert Speer, Mark Matthews, and Stated Clerk Lewis Mudge—were largely institutional loyalists who sought to preserve the church's structural integrity and foster reconciliation rather than enforcing confessional standards. Despite Machen's compelling plea for doctrinal faithfulness, the Commission framed the controversy as a misunderstanding of tolerance and authority rather than a fundamental theological crisis. We'll examine how Machen's uncompromising opposition to modernism ultimately led to his suspension from the PCUSA and the formation of the Orthodox Presbyterian Church in 1936. Along the way, we'll discuss the broader implications of this controversy for American Presbyterianism, and how the decisions made during this period continue to influence Reformed denominations today. Join us as we unpack the significance of the Special Commission of 1925 and consider what lessons it holds for maintaining orthodoxy in the midst of institutional pressure and theological compromise. Watch on YouTube. Links Report of the Special Commission of 1925 Weston, Presbyterian Pluralism: Competition in a Protestant House Participants: Camden Bucey, Danny Olinger

In 2024, we witnessed the normalisation of many economic variables, notably inflation and growth, clearing the path for monetary policy easing in the US and Europe. Looking to 2025, with a new Republican administration in place in the US there will be plenty of changes to digest. Our analysts believe that the key to success will be closing significant fiscal, geopolitical, and corporate deals whilst also achieving economic growth. What does this mean for financial markets and those who invest in them?In this episode of the Beyond Markets podcast ‘Market Outlook 2025 – The art of the real deal', Christian Gattiker, Head of Research, and Mark Matthews, Head of Research Asia, talk to Bernadette Anderko about the market environment, why they expect broadening equity returns, and which sectors are set to benefit from likely growth and policy shifts in 2025.00:37 Introduction to topic and speakers01:06 Broad expectations for 202502:08 Monetary policy oulook02:43 Trump tariff implications for Europe03:18 Trump tariff implications for Asia04:45 Equity preferences in Asia06:19 Developed market equity stance06:57 Preferred cyclical sectors07:35 The impact of the Republican sweep10:02 USD bond opportunities10:27 EUR bond opportunities11:02 The duration sweet spot11:29 Emerging market bonds11:49 Our view on gold's outlook12:44 Next Generation: Cloud computing & AI; Extended longevity14:39 Next Generation: Future cities15:14 Summary of our outlook for 202515:50 Closing commentsWould you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.

The S&P fell 2% last week, but it is still 1.5% higher following the Donald Trump's victory at the 2024 US presidential election. Serious change looks set to be coming under a second Trump administration. The new administration will implement a libertarian vision, which includes economic freedom, and thus a push for freer markets, and a leaner and more efficient government promised by the new “Department of Government Efficiency” limits the risk of unproductive allocation of capital. On inflation and interest rates, the October consumer and producer price inflation numbers both came out hotter than expected. The most recent initial jobless claims reading was also at the lowest since May. Such developments call into question the narrative that interest rates are going to continue declining at the faster pace expected a few months ago. This episode is presented by Mark Matthews, Head of Research Asia at Julius Baer.

Personal consumption expenditure (PCE) inflation rising 2.6% y/y in July is a perfectly acceptable reading for the market. Excluding the notoriously lagged housing component, it would be 2.1%, right where the Federal Reserve (Fed) wants it to be. However, inflation has less relevance for the market now that the Fed has made it clear that its focus is on employment. Initial jobless claims have returned to 230,000, and the Q2 annualised GDP has been revised upwards to 3.0% q/q, both suggesting that the economy is far from entering a recession. The Chinese government may allow homeowners to refinance as much as USD5.4trn of mortgages, which would be good for consumer sentiment. The dollar/renminbi exchange rate has broken an important support line. A rising renminbi tends to lift other Asian currencies. Usually, when money goes into a currency, the assets denominated in that currency see a lift too.This episode is presented by Mark Matthews, Head of Research Asia at Julius Baer.

Three weeks ago, there were concerns of a new Black Monday, similar to the one in 1987. Today, global equities have reached a new high. Federal Reserve Chairman Jerome Powell's speech at Jackson Hole focused on the labour market, where he said that the cooling is unmistakable. However, the Challenger Report showed only 26,000 job cuts in July, much lower than the 20-year average of 63,000 per month. A closer look at the rise in unemployment shows that much of it is coming from new entrants to the labour force who have not yet found jobs, leaving them still in the ranks of the unemployed. This episode is presented by Mark Matthews, Head of Research Asia at Julius Baer.

On this episode of the HWMF Podcast, Seth & Bob sit down with Mark Matthews from Uprising/MIT45 to discuss the new substance that's taking the fitness industry by storm. What is it? Who can benefit?