Podcasts about Market

A certain naïvete about the state has been creeping in on the right, so it's an opportune moment to do this episode, in which Keith Knight of the Libertarian Institute Interviews me about my book The Church and the Market, which observes its 20th anniversary this year. This is an episode not about religion per se, but about prosperity and human flourishing. Sponsors: Expat Money Summit: Mikkel Thorup, host of the Expat Money Show, is bringing together top experts from around the world for the Expat Money Online Summit -- and it's completely free to attend. You'll learn how to legally protect your wealth, secure second residencies and citizenships, reduce your tax burden, and own property abroad -- all to safeguard your freedom. Reserve your free ticket at ExpatMoneySummit.com Persist SEO Agorist Tax Advice: Pick up a free copy of the brilliant Matthew Sercely's Agorist Tax Toolkit at: AgoristTaxAdvice.com/woods Show notes for Ep. 2699

Send us a textShadowlightA new inflation priesthood grabbed the pulpit. With officials offstage, a retail outfit called OpenBrand dropped a fresh CPI and the press sang hymns.I torch the cosplay, then hold up the mirror. In markets, any number that moves price pretends to be truth. That is the joke. That is the trade.Now the prints that matter. Jobless claims at 258,000. A soft miss, not a crisis. The cleanest weekly read on labor chills before payrolls.Then the stealth masterclass. The 30 year auction. Twenty two billion at 4.45 percent. Real money bought while commentators napped. Dealers got crumbs. Indirects feasted. The world still buys the long end when it counts.Enter Jamie Dimon, billionaire Cassandra. Correction in two years. You do not say. I show you how to hear it without flinching or fawning.This is The Acid Breath. Market theater with scene notes. No jargon. No catechism. Just rhythm under noise.Subscribe. Come for the mischief. Stay for the read.Support the show⬇️ Subscribe on Patreon or Substack for full episodes ⬇️https://www.patreon.com/HughHendryhttps://hughhendry.substack.comhttps://www.instagram.com/hughhendryofficialhttps://blancbleustbarts.comhttps://www.instagram.com/blancbleuofficial⭐⭐⭐⭐⭐ Leave a five star review and comment on Apple Podcasts!

Market manipulation is an age-old issue. People trying to make money off unsuspecting investors by artificially influencing the price of a stock, say. But what happens when the one manipulating markets isn't human? This week on The Indicator from Planet Money, we bring you five episodes digging into the evolving business of crime. Today on the show, we hear how AI could spell mischief for the markets, and why the law is already behind in preventing it.Related episodes: How much is AI actually affecting the workforce? Shorters Gonna Short For sponsor-free episodes of The Indicator from Planet Money, subscribe to Planet Money+ via Apple Podcasts or at plus.npr.org. Fact-checking by Sierra Juarez. Music by Drop Electric. Find us: TikTok, Instagram, Facebook, Newsletter.  Learn more about sponsor message choices: podcastchoices.com/adchoicesNPR Privacy Policy

Diving into the history of Morgan Stanley's first bond deal, our Head of Corporate Credit Research Andrew Sheets explains the value of high-quality corporate bonds.Read more insights from Morgan Stanley.----- Transcript ----- Andrew Sheets: Welcome to Thoughts on the Market. I'm Andrew Sheets, Head of Corporate Credit Research at Morgan Stanley. Today, a look at the first bond that Morgan Stanley helped issue 90 years ago and what it might tell us about market uncertainty. It's Thursday, October 9th at 4pm in London. In times of uncertainty, it's common to turn to history. And this we think also applies to financial markets. The Great Depression began roughly 95 years ago. Of its many causes, one was that the same banks that were shepherding customer deposits were also involved in much riskier and more volatile financial market activity. And so, when the stock market crashed, falling over 40 percent in 1929, and ultimately 86 percent from a peak to a trough in 1932, unsuspecting depositors often found their banks overwhelmed by this market maelstrom. The Roosevelt administration took office in March of 1933 and set about trying to pick up the pieces. Many core aspects that we associate with modern financial life from FDIC insurance to social security to the somewhat unique American 30-year mortgage rose directly out of policies from this administration and the financial ashes of this period. There was also quite understandably, a desire to make banking safer. And so the Glass Steagall Act mandated that banks had a choice. They could either do the traditional deposit taking and lending, or they could be active in financial market trading and underwriting. In response to these new separations, Morgan Stanley was founded 90 years ago in 1935 to do the latter. It was a very uncertain time. The U.S. economy was starting to recover under President Roosevelt's New Deal policies, but unemployment was still over 17 percent. Europe's economy was struggling, and the start of the Second World War would be only four years away. The S&P Composite Equity Index, which currently sits at a level of around 6,700, was at 12. It was into this world that Morgan Stanley brought its first bond deal, a 30-year corporate bond for a AA rated U.S. utility. And so, listeners, what do you think that that sort of bond yielded all those years ago? Luckily for us, the good people at the Federal Reserve Bank of St. Louis digitized a vast array of old financial newspapers. And so, we can see what the original bond yielded in the announcement. The first bond, Morgan Stanley helped issue with a 30-year maturity and a AA rating had a yield of just 3.55 percent. That was just 70 basis points over what a comparable U.S. treasury bond offered at the time. Anniversaries are nice to celebrate, but we think this example has some lessons for the modern day. Above anything, it's a clear data point that even in very uncertain economic times, high quality corporate bonds can trade at very low spreads – much lower than one might intuitively expect. Indeed, the extra spread over government bonds that investors required for a 30-year AA rated utility bond 90 years ago, in the immediate aftermath of the Great Depression is almost exactly the same as today. It's one more reason why we think we have to be quite judicious about turning too negative on corporate credit too early, even if the headline spreads look low. Thank you as always for your time. If you find Thoughts on the Market useful, let us know by leaving a review wherever you listen. And also, please tell a friend or colleague about us today.

Written by Simon ChadwickCome and follow more adventures on our animated TV show on Youtube!

The movement of private wealth allocations to alternatives is one of the biggest questions impacting the future of private markets. Our Private Wealth miniseries shared perspectives from allocators and managers on the space. Since then, an Executive Order opened the door for 401(k) plans to adopt alternatives. I wrote, in a recent Musings for our Premium members, that private market allocations in retirement plans may be a big deal down the road, but there's no need to worry about a flood of capital hitting the private markets any time soon. To understand why, I asked Eric Mogelof to come back on the podcast and explain how capital flows in the retirement markets.  Eric is the head of Global Client Solutions at KKR and joined me on the Private Wealth miniseries. In this hot take, Eric breaks down the retirement market across defined benefit, defined contribution, and IRA plans, the importance of target date funds to 401(k)s, and the decision making process required for these various structures to adopt alternatives. From our sponsor, Morningstar Embrace the global language of investment data Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership   Editing and post-production work for this episode was provided by The Podcast Consultant (⁠https://thepodcastconsultant.com⁠)

Have you ever lost a deal, not because you offered less money, but because another buyer simply communicated better with the broker? It happens more often than you think. The truth is, the best buyers aren't always the ones with the deepest pockets, they're the ones who know how to build credibility and trust. In this episode, Alex Pardo shares the painful story of a deal he lost and the exact lessons he learned about communication, follow-up, and positioning. He walks you through the mistakes most investors make, the simple fixes that will instantly set you apart, and the framework brokers actually respect when reviewing offers. If you want to become the buyer brokers call first, this episode is your roadmap. You'll Learn How To: Avoid the common communication mistakes that make brokers ignore your offers Frame your offers in a way that builds instant trust and credibility Follow up with brokers without being that annoying buyer Position yourself as a serious investor, even if you're brand new Build a reputation that puts you on the broker's shortlist every time What You'll Learn in This Episode: [00:00] Why communication, not money, cost Alex a deal [01:00] The framework brokers respect when reviewing offers [04:00] The biggest mistakes investors make when sending offers [06:00] How follow-up done right wins broker trust [08:00] Why clarity and certainty matter more than price [11:00] Tips for negotiating without beating up the deal [13:00] How one closed deal can transform your reputation forever [14:00] What's coming in the finale of the broker blueprint series   Who This Episode Is For: New investors who feel overlooked by brokers and want to stand out Experienced buyers tired of losing deals to less qualified competitors Anyone who wants to master the soft skills that make all the difference in storage investing Why You Should Listen: The difference between getting ignored and getting deals often comes down to communication. This episode shows you how to present yourself with confidence, follow up the right way, and give brokers the certainty they're looking for. You'll walk away with practical scripts, mindset shifts, and strategies that can win you deals, without having to outbid the competition. Follow Alex Pardo here: Alex Pardo Website: https://alexpardo.com/ Alex Pardo Facebook: https://www.facebook.com/alexpardo15 Alex Pardo Instagram: https://www.instagram.com/alexpardo25 Alex Pardo YouTube: https://www.youtube.com/@AlexPardo Storage Wins Website: https://storagewins.com/ Have conversations with at least three to give storage owners, brokers, private lenders, and equity partners through the Storage Wins Facebook group. Join for free by visiting this link: https://www.facebook.com/groups/322064908446514/  

Most contractors panic when the market slows — they pull back on spending, stop marketing, and start hoping for the best. That's not how you grow.In this episode, Tom breaks down what it takes to thrive in a down market: discipline, focus, and the guts to play offense when everyone else plays defense.You'll learn how to position your business for massive growth — no matter what the economy does.⚔️ If you're ready to fight smarter, not harder, check out War Room:

In this episode, we are joined by Mark Higgins, an award-winning author and institutional investment advisor, to discuss the power and importance of studying US financial history. Mark brings his wealth of knowledge as a financial historian to the show as he shares the value of studying financial history, the role the financial system plays in the overall success of the US, and the impact Alexander Hamilton made on the country. We unpack government debt, the concerning levels of it in America, and the impact of having a central bank before discussing what happens, historically, when a bank is unregulated. Mark describes some early warning signs of a bubble, touches on the historical origins of flawed financial practices, and shares some important lessons we can learn from the history of the US financial system. Hear all about alternative asset classes, evergreen funds, and red flags in the private market. Finally, our guest tells us how he defines his own personal and professional success. This conversation sheds light on the history of finance in the USA and how we can learn from it, so be sure to tune in now!   Key Points From This Episode: (0:00:00) An introduction to Mark Higgins and an overview of today's topics of discussion.  (0:04:16) The value of studying financial history and the role the financial system plays in the USA as a whole.  (0:06:33) Why Alexander Hamilton stands out in US financial history and the importance of government debt.  (0:09:29) Mark discusses the concerning debt levels in America and the impact of having a central bank. (0:12:29) What happens when banking is unregulated, and key themes across major US financial depressions. (0:16:48) Some early warning signs of a bubble and the problematic nature of speculation and comparison.  (0:19:42) Historical parallels for crypto and meme stocks and the historical origin of flawed practices in the investment industry.  (0:24:27) Mark shares some of the most important lessons we can learn from US financial history and what we may have to relearn in the future.  (0:27:41) Alternative asset classes, why so much has been allocated to them in recent history, and how modern portfolio theory is abused in the promotion of alternative investments.  (0:33:56) Mark shares his thoughts on ‘evergreen funds', why they are so flawed, and their effects.  (0:39:51) The biggest red flags in private markets today and what he thinks will happen if retail starts taking up private assets.  (0:43:03) How often Mark sees institutions being sold alternatives, and why trustees of these institutions have to be different.  (0:49:23) Mark tells us how he defines success in his life on a personal and professional level.     Links From Today's Episode: Meet with PWL Capital: https://calendly.com/d/3vm-t2j-h3p Rational Reminder on iTunes — https://itunes.apple.com/ca/podcast/the-rational-reminder-podcast/id1426530582. Rational Reminder Website — https://rationalreminder.ca/  Rational Reminder on Instagram — https://www.instagram.com/rationalreminder/ Rational Reminder on X — https://x.com/RationalRemindRational Reminder on TikTok — www.tiktok.com/@rationalreminder Rational Reminder on YouTube — https://www.youtube.com/channel/ Rational Reminder Email — info@rationalreminder.caBenjamin Felix — https://pwlcapital.com/our-team/ Benjamin on X — https://x.com/benjaminwfelix Benjamin on LinkedIn — https://www.linkedin.com/in/benjaminwfelix/ Cameron Passmore — https://pwlcapital.com/our-team/ Cameron on X — https://x.com/CameronPassmore Cameron on LinkedIn — https://www.linkedin.com/in/cameronpassmore/ Mark Higgins on LinkedIn — https://www.linkedin.com/in/markhiggins/    Books From Today's Episode: Investing in US Financial History: Understanding the Past to Forecast the Future — https://enlightenedinvestor.com/  Security Analysis — https://www.amazon.com/Security-Analysis-Principles-Benjamin-Graham/dp/007141228X  Pioneering Portfolio Management — https://www.amazon.com/Pioneering-Portfolio-Management-Unconventional-Institutional/dp/1416544690    Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com).

The condo market has flipped firmly in buyers' favor. With 72% more sellers than buyers nationwide and rising HOA and insurance costs pushing owners to list, buyers finally have leverage to negotiate. But while prices have softened and competition has vanished, new regulations and long-term risks mean not every deal is a bargain. This episode breaks down where the market's weakest, why Florida and Texas lead the pack, and how buyers can make the most of this rare advantage. Learn more about your ad choices. Visit megaphone.fm/adchoices

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. ⁠Soldier of Fortune: Warren Buffett, Sun Tzu and the Ancient Art of Risk-Taking⁠ (⁠Kindle⁠)We are live every Tuesday at 1.30pm E / 10.30am P.See our latest episodes at https://acquirersmultiple.com/podcastAbout Jake Jake's Twitter: https://twitter.com/farnamjake1Jake's book: The Rebel Allocator https://amzn.to/2sgip3lABOUT THE PODCASTHi, I'm Tobias Carlisle. I launched The Acquirers Podcast to discuss the process of finding undervalued stocks, deep value investing, hedge funds, activism, buyouts, and special situations.We uncover the tactics and strategies for finding good investments, managing risk, dealing with bad luck, and maximizing success.SEE LATEST EPISODEShttps://acquirersmultiple.com/podcast/SEE OUR FREE DEEP VALUE STOCK SCREENER https://acquirersmultiple.com/screener/FOLLOW TOBIASWebsite: https://acquirersmultiple.com/Firm: https://acquirersfunds.com/ Twitter: ttps://twitter.com/GreenbackdLinkedIn: https://www.linkedin.com/in/tobycarlisleFacebook: https://www.facebook.com/tobiascarlisleInstagram: https://www.instagram.com/tobias_carlisleABOUT TOBIAS CARLISLETobias Carlisle is the founder of The Acquirer's Multiple®, and Acquirers Funds®. He is best known as the author of the #1 new release in Amazon's Business and Finance The Acquirer's Multiple: How the Billionaire Contrarians of Deep Value Beat the Market, the Amazon best-sellers Deep Value: Why Activists Investors and Other Contrarians Battle for Control of Losing Corporations (2014) (https://amzn.to/2VwvAGF), Quantitative Value: A Practitioner's Guide to Automating Intelligent Investment and Eliminating Behavioral Errors (2012) (https://amzn.to/2SDDxrN), and Concentrated Investing: Strategies of the World's Greatest Concentrated Value Investors (2016) (https://amzn.to/2SEEjVn). He has extensive experience in investment management, business valuation, public company corporate governance, and corporate law.Prior to founding the forerunner to Acquirers Funds in 2010, Tobias was an analyst at an activist hedge fund, general counsel of a company listed on the Australian Stock Exchange, and a corporate advisory lawyer. As a lawyer specializing in mergers and acquisitions he has advised on transactions across a variety of industries in the United States, the United Kingdom, China, Australia, Singapore, Bermuda, Papua New Guinea, New Zealand, and Guam. He is a graduate of the University of Queensland in Australia with degrees in Law (2001) and Business (Management) (1999).

Ken Carman and Anthony Lima discuss a full-page newspaper advertisement, targeted at Cleveland Guardians ownership. The guys also get into a debate about Jose Ramirez's stardom in Cleveland versus a bigger market.

Scott Wapner and the Investment Committee debate whether an AI bubble is brewing and how to navigate it. Plus, we hit the latest Calls of the Day. And later, Josh Brown spotlights Netflix in his "Best Stocks in the Market."Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

This is Part 2 of a special 2-part series on competition and product overlap in indie retail. Once you've processed the emotions behind a “copycat” moment, what comes next?  In this episode, I walk you through my CLEAR framework for grounding yourself, then share three common paths store owners take when a competitor feels too close for comfort: focusing inward, protecting their turf, or collaborating with caution.  You'll hear the benefits and trade-offs of each, my personal stance, and a mic-drop truth I've learned after years of studying independent retailers. For show notes, including links to the documentary and resources I mentioned in this episode, visit www.savvyshopkeeper.com/episode259  Kathy Cruz is an Independent Retail Coach who helps store owners work smarter, profit more, and grow their brick and mortar businesses. Connect with Kathy and learn more here: Website: Savvy ShopkeeperInstagram: @savvyshopkeeperMastermind Group: Master Shopkeepers

Adam, Joanna, and Zach respond to a listener question about whether it works for smaller, alternative wine brands to market themselves as better or healthier alternatives to large-scale wine, much in the way that smaller food manufacturers and purveyors do. While there are some similarities, does the nature of how wine is typically displayed in grocery stores undercut that attempt? Please remember to subscribe to, rate, and review VinePair on Apple Podcasts, Spotify, or wherever you get your episodes, and send any questions, comments, critiques, or suggestions to podcast@vinepair.com. Thanks for listening, and be well.Zach is reading: Can You Take Home a Wine Bottle From a Restaurant? Each State's Wine Take-Home Laws.Joanna is reading: Beneath the Bines: The Multicultural Roots of the Pacific Northwest Hop HarvestInstagram: @adamteeter, @jcsciarrino, @zgeballe, @vinepair Hosted on Acast. See acast.com/privacy for more information.

Andrew and Tom discuss international news, First Brands bankruptcy, and various company earnings.For information on how to join the Zoom calls live each morning at 8:30 EST, visit:https://www.narwhal.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhal.com/disclosure

On today's episode, Jared Berman, Partner at Meridian Compensation Partners, LLC, unpacks the fundamentals of market benchmarking and peer group development, explaining why these building blocks are critical to executive compensation governance. From defining what the market for talent really means to exploring the nuances of selecting peer groups, Jared highlights the art and science behind designing fair and effective pay practices.Key Takeaways:00:00 Introduction.02:00 Market benchmarking establishes reasonable executive pay.04:11 Fair comparisons require companies of similar complexity.05:13 Comparables provide structure in pay assessment.06:34 Peer groups work best with a balanced sample.08:08 Size matters but doesn't always show complexity.09:22 Broader factors such as reach and workforce refine groups.10:05 Avoid selecting peers based only on performance.12:07 Benchmarking centers on the most senior executives.Resources Mentioned:Jared Bermanhttps://www.linkedin.com/in/jared-berman-3950884/Meridian Compensation Partners, LLChttps://www.linkedin.com/company/meridian-compensation-partners-llc/This episode is brought to you by Meridian Compensation Partners, LLC. Learn more by visiting MeridianCP.com. #Compensation #Wages #SPAC #Equity #ExecutiveCompensation #Clawback

Market concentration and big-cap dominance take center stage as Charlie Bobrinskoy (Ariel Investments) and Courtney Garcia (Payne Capital Management) weigh the risks of narrow leadership. Dave Mazza (Roundhill Investments) joins to explain why the Meme ETF is making a comeback amid renewed retail trading buzz and what it says about the state of the rally. NHL Commissioner Gary Bettman sits down to discuss the business of hockey and the league's momentum. Plus, Robert Frank on why even luxury buyers Ferrari's worst day ever and a look at Levi Strauss earnings and Delta's latest results.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Andy Constan returns to Excess Returns to break down today's macro environment using his Four-Pillar Framework — growth, inflation, risk premia, and flows. Drawing on lessons from his time at Bridgewater and Brevan Howard, Andy explains how he blends systematic and discretionary approaches to form a clearer picture of markets. He discusses the AI-driven CapEx boom, the economic effects of tariffs, Fed independence under Trump, and why the current setup could produce extreme outcomes in either direction.Topics covered:Systematic vs. discretionary macro investingAndy's Four-Pillar Framework: growth, inflation, risk premia, and flowsHow AI CapEx is driving growth — and what happens when it stopsTariffs, policy shifts, and their impact on inflation and growthThe Fed's independence and what it means for marketsRisk premia, volatility, and asset allocation in uncertain environmentsHow major flows and corporate buybacks shape market directionWhy Andy sees a “digital” macro environment with binary outcomesTimestamps:00:00 Intro and setup02:00 Systematic vs. discretionary macro investing14:00 The Four-Pillar Framework explained22:00 Growth outlook and AI-driven CapEx boom33:00 The real impact of tariffs on the economy39:00 Thinking in probabilities and constructing macro portfolios40:00 Fed independence and policy alignment47:00 Labor market dynamics and AI uncertainty48:30 Risk premia and asset allocation56:00 Flows, buybacks, and corporate debt01:00:00 What Andy's watching next01:06:00 Why macro outcomes have never been more digital

US equity futures are slightly higher. Asian equities advanced broadly, and European markets opened mostly softer. Market sentiment remained positive following a rebound in the AI sector, with Nvidia leading large-cap tech gains and continued momentum from recent M&A headlines. September FOMC minutes confirmed most policymakers favored holding rates steady, aligning with Chair Powell's recent hawkish tone. Traders continued to price in the Fed's risk-management stance amid mixed signals on inflation and labor market risks. Meanwhile, the 10-year Treasury auction tailed slightly, reflecting softer foreign demand.Companies Mentioned: NVIDIA, Blackstone, Civitas Resources, SM Energy

Attention Brain Mart shoppers, the aisles are now stocked with fresh market trivia! Come spend your fake coins in Karen's worldly quiz about famous marketplaces. Learn about the real origin of the ubiquitous plastic shopping bags. Companies with one-letter stock market symbols, and Chris finally finds out why this little piggy went to the market, but that little piggy stayed home. ALSO: "Spot the Impostor!" Learn more about your ad choices. Visit megaphone.fm/adchoices

An extended U.S. government shutdown raises the risk for weaker growth potential. Our Global Head of Fixed Income Research and Public Policy Strategy Michael Zezas suggests key checkpoints that investors should keep in mind.Read more insights from Morgan Stanley.----- Transcript ----- Welcome to Thoughts on the Market. I'm Michael Zezas, Global Head of Fixed Income Research and Public Policy Strategy.Today: Three checkpoints we're watching for as the U.S. government shutdown continues. It's Wednesday, October 8th at 10:30am in New York. The federal government shutdown in the United States has crossed the one week mark. But if you're watching the markets, you might be surprised at how calm everything seems. Stocks are steady. Bond yields haven't moved much, and volatility's low. It's more or less the scenario my colleague Ariana and I had talked about in anticipation of the impasse in Washington. We'd noted the potential for uncertainty for investors and market reaction depending on how long the shutdown would last. So that raises a big question: what, if anything, about this government shutdown could shake investor confidence and start moving markets? The question is worth considering. Prediction markets now suggest the most likely outcome is that the government shutdown will not end for at least another week. And as we've seen in past shutdowns, the longer it drags on, the more likely it is to matter. That's because risks to the economic outlook start to accumulate, and investors eventually have to start pricing in a weaker growth outlook. There's a few checkpoints we're watching for – for when investors might start feeling this way. First, the missed paycheck for furloughed federal workers. The first instance of this comes in a few days. Less pay naturally means less spending. Studies suggest that spending among affected workers can drop by two to four percent during a shutdown. That's not huge for GDP at first; but it's a sign the shutdown is having effects beyond Washington, DC. Second, this time might be different because of potential layoffs. The administration has hinted that agencies could move to permanently cut staff — something we haven't seen before. Unions have already said they'd challenge that in court. But if those actions start, or even if legal uncertainty grows around them, it could raise the economic stakes. Third, we're watching for real disruptions to economic activity resulting from the shutdown. The last shutdown ended when air traffic in New York was curtailed due to a shortage of air traffic controllers. We're already seeing substantial air traffic delays across the country. More substantial delays or ground halts obviously impede economic activity related to travel. And if such actions don't coincide with signals from DC of progress in negotiating a bill to reopen the government, investors' concern could grow. So here's the bottom line: markets may be right to stay calm — for now. But the longer this shutdown lasts, the more likely one of these pressure points pushes investors to rethink their optimism. Thanks for listening. If you enjoy Thoughts on the Market, please leave us a review and tell your friends about the podcast. We want everyone to listen.

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In this episode, Scott Becker breaks down major developments across the auto industry.

In this solo episode of Money Moves, Matty A. reflects on life, business, and investing as we head into Q4. From his personal journey of balancing family, entrepreneurship, and mental health to major market updates—from Fed rate cuts to the rise of gold and crypto—this conversation blends practical wealth-building insights with powerful life lessons.Matty dives into the implications of the government shutdown on economic data, why the U.S. dollar is showing cracks, and how investors are flocking to safe havens like gold and Bitcoin. He also highlights game-changing developments in tokenization, crypto adoption, and commercial real estate, plus shares an inspiring message on overcoming challenges and rising above negativity.If you're looking for both tactical market updates and motivating perspective on the climb to wealth and fulfillment, this episode has it all.What You'll Learn in This Episode[00:00] Matty's reflections on family, presence, and the “good old days”[04:49] Market updates: government shutdown, missing economic data, and Fed outlook[08:42] U.S. deficit concerns, interest rate cuts, and the state of the dollar[11:31] Gold hits record highs and crypto inflows surge[15:20] Tom Lee: Why Ethereum is the “new Wall Street”[22:01] Tokenization of real estate and new investment opportunities[24:05] Self-storage boom and hotel investment challenges[26:36] NAR's forecast: 5–8 rate cuts through 2026 and CRE impact[28:38] Inflation pain points: electricity, groceries, and cost of living[31:03] Why owning assets is the best hedge against uncertainty[33:09] The mental and emotional challenges of wealth-building[36:03] The eagle and crow story: rising above negativityEpisode Sponsored By:Discover Financial Millionaire Mindcast Shop: Buy the Rich Life Planner and Get the Wealth-Building Bundle for FREE! Visit: https://shop.millionairemindcast.com/CRE MASTERMIND: Visit myfirst50k.com and submit your application to join!FREE CRE Crash Course: Text “FREE” to 844-447-1555FREE Financial X-Ray: Text  "XRAY" to 844-447-1555

In this conversation, Stephan Livera discusses the RGB protocol with Anant and Federico, exploring its significance in the Bitcoin ecosystem. They explore how RGB enables smart contracts on Bitcoin, the role of stablecoins, user experience, and the efficiency of transactions. The discussion also covers the process of creating and managing assets on RGB, comparisons with other Bitcoin protocols, and the future of the RGB ecosystem. The importance of user adoption and the potential for real-world asset integration, while addressing risks associated with asset issuers is also discussed. Takeaways:

This bull market is crashing and no one is talking about it! We kick off the fourth quarter by talking about how the government shut down has impacted the market. Precious metals—particularly gold, silver, and mining stocks—continue to surge in a largely overlooked bull market. We also critique flawed data interpretations and talk the dangers of drawing false conclusions and the importance of treating data as correlation, not truth. We urge you to think critically about information in both science and finance.  We discuss... Markets have largely ignored the government shutdown, even moving higher despite it. Gold, silver, and mining stocks are in a powerful bull market that most investors are overlooking. Data shows correlation, not truth, and conclusions must be questioned. Investors should focus on price action and risk management, not the “why” behind moves. Private equity firms are overleveraged, with declining returns and cash flow–negative companies. While some private equity opportunities may exist, most are poor deals for average investors. Examples like JoAnn Fabrics and Red Lobster are cited as once-strong businesses destroyed by debt-heavy private equity ownership. Public backlash is growing as stories emerge of private equity “ruining” local businesses, hospitals, and jobs. The Big Ten Conference is reportedly exploring selling part of its media rights to private equity for short-term funding. Private investors could demand control over athletic or academic decisions, clashing with university missions. A lack of ethical grounding and values fuels these destructive financial practices. Many societal problems stem from short-term greed and moral decay rather than lack of opportunity. They review sector strength, noting broad participation and strong 52-week highs as signs of market health. Market breadth is strong, showing that many stocks—not just the “Magnificent 7”—are participating in gains. A “bull market behavior checklist” shows most indicators remain positive, suggesting momentum continues. Seasonal charts show typical market strength in early and late-year periods, but be cautious against overreliance on averages. They warn investors to be cautious even in strong markets, as low defensive positioning can precede pullbacks. Wealth preservation depends not just on building assets but structuring them to last. For more information, visit the show notes at https://moneytreepodcast.com/this-bull-market-is-crashing  Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | Mergent College Advisors Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter/X: https://x.com/MTIPodcast  

Broadcasting from vibrant Madrid, Spain; this episode of The Global Fresh Series takes you inside the magic of Fruit Attraction 2025, where innovation and heritage collide in the world of fresh produce. Join host Juanita Gaglio as she paints the scene of a show pulsing with connection, culture, and creativity — from the buzzing halls of IFEMA to an unforgettable VOG reception celebrating Marlene®'s 30th birthday and VOG's 80th anniversary.SPONSORS:First Class Sponsor: Peak of the Market: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://peakofthemarket.com/⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Premium Sponsor: Zag Technological Services, Inc.: https://www.zagtech.com/ Premium Sponsor: Avocados from Colombia: https://avocadoscolombia.com/ Premium Sponsor: The Fruit & Vegetable Dispute Resolution Corporation: https://fvdrc.com/ Premium Sponsor: USA Pears : https://www.usapears.org Global Women Fresh: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://globalwomenfresh.com/⁠⁠⁠⁠⁠⁠⁠

Today's show features: Kelsey Riley, Operations Director at Lasco Auto Group Wolfgang Berger, Founder of Aviloo Fabiola Mathis, Director of Learning and Development at Principle Auto Group This episode is brought to you by: AppraisalPRO – Stop getting hammered on hidden trade-in costs. AppraisalPRO instantly reveals repair costs, alerts you to recently cleared codes, and integrates directly with vAuto— meaning diagnostic data populates automatically in your appraisals. Special deal for CDG listeners: FREE 1-week trial, then just $195/month with no setup fees and OBD2 scanners included. Visit getAppraisalPRO.com to get started. AVILOO Inc. – AVILOO Inc. helps you transform EV and PHEV batteries from being the #1 risk into the #1 trust builder and sales driver in the used EV market by offering independent and instant cell-level diagnostics in just 3 minutes. Visit aviloo.com and get 10% off your first-year license by enter code CDGNEWS (offer ends November 30, 2025.) and find out, how an independent battery certificate can support your business and help you to boost your profit. Car Dealership Guy is back with our second annual NADA Party—happening in Las Vegas on Thursday, February 5th. It's the hottest ticket at NADA 2026. Spots are limited and unfortunately we can't invite everyone —so RSVP today at https://carguymedia.com/cdglive and we hope to see you in Vegas! — Check out Car Dealership Guy's stuff: CDG News ➤ h⁠⁠⁠⁠⁠⁠⁠ttps://news.dealershipguy.com/⁠⁠⁠⁠⁠⁠⁠ CDG Jobs ➤ ⁠⁠⁠⁠⁠⁠⁠https://jobs.dealershipguy.com/⁠⁠⁠⁠⁠⁠⁠ CDG Recruiting ➤ h⁠⁠⁠⁠⁠⁠⁠ttps://www.cdgrecruiting.com/⁠⁠⁠⁠⁠⁠⁠ My Socials: X ➤ ⁠⁠⁠⁠⁠⁠⁠https://www.twitter.com/GuyDealership⁠⁠⁠⁠⁠⁠⁠ Instagram ➤ ⁠⁠⁠⁠⁠⁠⁠https://www.instagram.com/cardealershipguy/⁠⁠⁠⁠⁠⁠⁠ TikTok ➤ ⁠⁠⁠⁠⁠⁠⁠https://www.tiktok.com/@guydealership⁠⁠⁠⁠⁠⁠⁠ LinkedIn ➤ ⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/company/cardealershipguy/⁠⁠⁠⁠⁠⁠⁠ Threads ➤ ⁠⁠⁠⁠⁠⁠⁠https://www.threads.net/@cardealershipguy⁠⁠⁠⁠⁠⁠⁠ Facebook ➤ ⁠⁠⁠⁠⁠⁠⁠https://www.facebook.com/profile.php?id=100077402857683⁠⁠⁠⁠⁠⁠⁠ Everything else ➤ ⁠⁠⁠⁠⁠⁠⁠dealershipguy.com

Warren Buffett called it one of his biggest investment mistakes.The 2015 Kraft Heinz merger destroyed $63 billion in shareholder value while the broader market doubled.Key lessons for M&A professionals:• Consumer behavior trend analysis is critical for food industry due diligence • Aggressive cost reduction can eliminate innovation capacity in consumer products • Post-merger integration strategies must balance efficiency with brand development • Market research capabilities become essential during rapid cultural shifts • Strategic exit planning requires objective assessment of recovery prospectsThe complete merger failure analysis reveals why sophisticated investors missed consumer preference shifts toward natural foods and how 3G Capital's cost optimization strategy backfired in processed food markets.Essential listening for dealmakers in consumer products industries.• • •FOR MORE ON THIS EPISODE:https://www.coreykupfer.com/blog/kraftheinz• • •FOR MORE ON COREY KUPFER:https://www.linkedin.com/in/coreykupfer/http://coreykupfer.com/ Corey Kupfer is an expert strategist, negotiator, and dealmaker. He has more than 35 years of professional deal-making and negotiating experience. Corey is a successful entrepreneur, attorney, consultant, author, and professional speaker. He is deeply passionate about deal-driven growth. He is also the creator and host of the DealQuest Podcast.Get deal-ready with the DealQuest Podcast with Corey Kupfer, where like-minded entrepreneurs and business leaders converge, share insights and challenges, and success stories. Equip yourself with the tools, resources, and support necessary to navigate the complex yet rewarding world of dealmaking. Dive into the world of deal-driven growth today!

Most people think they can't invest in real estate because their local market is too expensive. Mike Buska proves that excuse wrong. He works full-time in private security and lives a market where finding cash flow is nearly impossible. Instead of giving up, he looked out of state. Within a year, he built a portfolio of seven units across Detroit and Pennsylvania while still working his demanding full-time job. In this episode, Mike reveals how he turned long-distance investing into an advantage by creating systems and relying on the right local partners to operate his properties. He also explains how he tapped into a HELOC, using the equity in his primary home to fund multiple deals and accelerate his growth without draining his savings. Mike's story is proof that location doesn't matter when you have the right plan, the right people, and the discipline to take action. If you've been waiting for the “perfect time” or thinking your market is too expensive, this episode shows you how to start investing remotely, scale faster, and build wealth no matter where you live. Book your mentorship discovery call with Cory RESOURCES

Carl Quintanilla and Jim Cramer discussed the AI trade and what Nvidia CEO Jensen Huang told Jim and the audience at the CNBC Investing Club's Monthly Meeting on Tuesday. The anchors also reacted to what Huang said Wednesday morning on CNBC about the AI landscape. The gold rally rolls on one day after the precious metal closed above $4,000 for the first time. Also in focus: Market reaction to Tesla's unveiling of its lower-priced Model Y and Model 3 EVs, FedEx downgraded, worries about a freight recession, what Dell CEO Michael Dell told CNBC about the future for data centers. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this week's episode, Paul Merriman shares lessons from a lifetime of investing—prompted by conversations with students, longtime collaborator Rich Buck, and questions from new investors about trust and risk.Paul dives deep into the data behind his favorite long-term strategies, including the equal-weighted S&P 500 and the classic Four-Fund Portfolio, comparing 25-year results across multiple time periods.He explains why no one can predict short-term returns, but how history can still guide your long-term strategy. Using decades of data, Paul shows how diversification across size and value has rewarded disciplined investors—even when recent performance has lagged.Referenced Tables & Data:40-Year Returns (1928–2024): S&P 500 best 12.5% / worst 8.9%25-Year Periods (1950–1974, 1975–1999, 2000–2025)Equal-Weighted S&P 500 (VADDX/RSP) vs. Cap-Weighted (VTSAX, S&P 500) DFA Small Cap Value (DFSVX and DFFVX)vs. Russell 2000 Small Cap Value (IWN)Four-Fund Portfolio (S&P 500, Large Cap Value, Small Cap Blend, Small Cap Value)Two-Fund Portfolio (S&P 500 + Small Cap Value)From 2000–2025, the S&P 500 compounded at 8.3%, while the equal-weighted version earned 9.9%, and small-cap value reached 11.1%. Paul explains why this premium persists and why patience—backed by data—is an investor's greatest advantage.Full tables and charts available at PaulMerriman.com 

Let's be real—life is way too short and too heavy to be serious all the time! We're talking about embracing whimsy: that perfect mix of taking your job and life seriously, but definitely not taking yourself seriously. We'll chat about simple ways to lighten up, like genuinely playing with your family or finally making time for that weird little hobby you love. Whimsy isn't just a mood; it's a hack! It keeps your brain sharp, puts some distance between you and your problems, and helps you connect with people on a deeper, better level. Time to chill out, laugh more, and remember that being a little silly is a sign of a life well-lived.The Show Notes!Thanks for being a part of our podcast community! You can follow Lee Ann and Matt on Instagram to keep up with happenings in between episodes. Click the link in their name to follow!Cleveland Hotspots from Matt: Loganberry Books, Paradise Galleria, The Powerhouse Collective, Mia Bella, and 16 Bit Arcade. We went to see the comedian Nate Bargatze - would highly recommend him. Patreon: We would love for you to join us on Patreon - it's a way to support the podcast and get more inside scoop on everything going on around here at These Are Good Days.Live Event: We would love for you to join us at our LIVE EVENT coming up in November! We will be having a holiday weekend in Wooster and Amish Country - it's going to be so fun. All the details can be found here!Thank you to our sponsor Walnut Creek Foods and Walnut Creek Cheese and Market. Walnut Creek Foods creates products that are carried in stores all over the United States. Click here to see where you can locate a store near you that carry their incredible products. If getting packages on your doorstep is more your speed, click here to see all the Walnut Creek Cheese and Market products that can be shipped right to your door!

Ben and Tom discuss Oracle's AI Cloud Business, Fed Minutes, and 10-year auction expectations.For information on how to join the Zoom calls live each morning at 8:30 EST, visit:https://www.narwhal.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhal.com/disclosure

Three years ago, it was enough for your Airbnb to have cute décor and a decent location. Today? The game has changed. In this episode, Steph sits down with Jordan, co-founder of Somerled Designs, to talk about what it really takes to compete in the 2025 short-term rental market. You'll learn how Somerled has scaled from a college-friend side hustle to 50+ design projects per month, why they pair market research with creative interiors, and how their signature approach—“where strategy meets design”—helps investors turn underperforming listings into high-return assets. Whether you're investing in a new property or trying to breathe life into an existing one, this conversation will completely shift how you think about design, guest experience, and ROI. Connect with Somerled Designs Website: somerleddesigns.comInstagram: somerled.designs Connect with Steph Website: theweberco.com Instagram: @theweberco  

Ready to fill your med spa with loyal, happy patients? In this episode, Audrey Neff, Chief Marketing Officer of Aviva Aesthetics, breaks down how marketing, sales, and retention work together to attract new patients, convert leads, and keep them coming back. Tune in for actionable marketing strategies to grow your practice, especially if you are asking for a friend.Chapters00:00 Intro00:14 Banter04:30 Guest Intro06:00 Guest background07:29 Tell us about what you do at Aviva Aesthetics. 15:02 What does marketing even mean and how is it different than sales? 19:08 Are Google Ads and other pay per click advertising still a viable strategy? 22:32 What are the common marketing strategies used in aesthetics? 26:12 How is digital marketing affected by artificial intelligence? 27:49 Access+28:24 Legal Takeaways30:23 OutroWatch full episodes of our podcast on our YouTube channel: https://www.youtube.com/@byrdadattoStay connected for the latest business and health care legal updates:WebsiteFacebookInstagramLinkedIn

Host Malcolm Harris is back with another powerhouse lineup on What The Truck?!? This episode dives deep into the latest freight market volatility, data-driven decision-making, and the innovations shaping the future of logistics. Guests: David Spencer, VP of Market Intelligence at Arrive Logistics — breaks down rate volatility, market disruptions, and how Arrive's data models are adapting to regulatory shifts. Zach Strickland, Head of Freight Market Intelligence at SONAR — explains the sudden spot rate surges, capacity crunches, and what the data really says about supply-side pressure. Matt “Future Man” McLelland, VP of Sustainability & Innovation at Covenant — shares how Covenant is investing in green tech, alternative fuels, and the “messy middle” of decarbonization. From the recent DOT regulation shake-up to how shippers and carriers can stay ahead of uncertainty, this episode covers it all — strategy, innovation, and the people driving change in freight. ⁠Watch on YouTube⁠ ⁠Visit our sponsor⁠ ⁠Subscribe to the WTT newsletter⁠ ⁠Apple Podcasts⁠ ⁠Spotify⁠ ⁠More FreightWaves Podcasts⁠ #WHATTHETRUCK #FreightNews #supplychain Learn more about your ad choices. Visit megaphone.fm/adchoices

We have new drill results out from Arras Minerals, Provenance Gold, and Tudor Gold. Great Pacific has an update on its Spinout. Newcore Gold expands its Enchi drilling program. American Pacific Mining announce the new drill strategy at Madison.This episode of Mining Stock Daily is brought to you by... Revival Gold is one of the largest pure gold mine developer operating in the United States. The Company is advancing the Mercur Gold Project in Utah and mine permitting preparations and ongoing exploration at the Beartrack-Arnett Gold Project located in Idaho. Revival Gold is listed on the TSX Venture Exchange under the ticker symbol “RVG” and trades on the OTCQX Market under the ticker symbol “RVLGF”. Learn more about the company at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠revival-dash-gold.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Vizsla Silver is focused on becoming one of the world's largest single-asset silver producers through the exploration and development of the 100% owned Panuco-Copala silver-gold district in Sinaloa, Mexico. The company consolidated this historic district in 2019 and has now completed over 325,000 meters of drilling. The company has the world's largest, undeveloped high-grade silver resource. Learn more at⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠https://vizslasilvercorp.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Equinox has recently completed the business combination with Calibre Mining to create an Americas-focused diversified gold producer with a portfolio of mines in five countries, anchored by two high-profile, long-life Canadian gold mines, Greenstone and Valentine. Learn more about the business and its operations at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠equinoxgold.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Integra is a growing precious metals producer in the Great Basin of the Western United States. Integra is focused on demonstrating profitability and operational excellence at its principal operating asset, the Florida Canyon Mine, located in Nevada. In addition, Integra is committed to advancing its flagship development-stage heap leach projects: the past producing DeLamar Project located in southwestern Idaho, and the Nevada North Project located in western Nevada. Learn more about the business and their high industry standards over at integraresources.com

Katie Stockton, founder and managing partner at Fairlead Strategies, joins us for her quarterly technical outlook on markets, sectors, and asset classes. In this episode, Katie breaks down what her indicators are showing for equities, discusses the implications of new DeMark signals on the S&P 500 and Nasdaq, and explores opportunities across sectors like healthcare, utilities, and energy. She also analyzes key macro charts including gold, oil, Treasury yields, and the dollar, and explains how investors can use technical analysis to manage risk and identify trends heading into year-end.Main topics covered:• The current technical setup for the S&P 500 and how Katie reads market momentum• The role of moving averages, MACD, and DeMark indicators in her process• Breadth, sentiment, and seasonal factors influencing market direction• Why the AI and tech rally may be entering a more selective phase• Sector analysis: healthcare, utilities, energy, and consumer staples• Trends in financials and what's driving sector rotations• Overview of the Fairlead Tactical Sector ETF (TACK) and its positioning• The broadening theme, mega-cap leadership, and market concentration• Technical outlooks for gold, oil, Treasury yields, and the dollar• How correlations between bonds and equities are evolving• Key risk metrics Katie is watching into year-endTimestamps:00:00 Introduction and S&P 500 setup04:15 How Katie uses key technical indicators07:00 Reading trend strength through moving averages10:00 Balancing short- and long-term signals12:00 Seasonality and sentiment in the current market15:00 DeMark sell signals on the S&P and Nasdaq18:30 What a correction could mean for the AI trade20:20 Sector rotation and using technicals for allocation23:30 Opportunities in healthcare and energy25:30 Utilities and countertrend setups27:20 Consumer staples and defensive positioning29:00 Financials and recent weakness31:00 Inside the TACK ETF and its strategy34:10 Market breadth and mega-cap concentration37:00 Gold's breakout and sell discipline using technicals41:00 Oil's setup and resistance levels43:15 10-year Treasury yield analysis46:20 The dollar index and its key levels48:15 Relationship between stocks and bonds51:10 Final takeaways and closing

In this conversation, Mitchell Rice discusses the significant challenges faced in acquiring real estate deals, emphasizing the lengthy process of locating and securing properties in a tough market. He highlights the importance of focusing on quality deals rather than solely on capital raising, suggesting that good opportunities will attract the necessary funding.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

Is Inflation Good or Bad for the Market? and the $5 Million Dollar American Dream The market loves a "Goldilocks" environment, but what is the magic number for inflation that delivers the highest stock returns? Wes dives into the data to show how inflation rates directly impact your portfolio. Also, Investopedia put a price tag on the American Dream, but Wes has a reality check. Find out what you need to earn over your working career to afford a home, raise kids, pay for college, and reach the "Green Zone" in retirement. Plus, Christa shares your #AskWes questions and Wes gives his take. All this and more on the October 7, 2025, Ask an Advisor episode of the Clark Howard podcast. Submit your questions at clark.com/ask. We hope you enjoy our weekly Ask An Advisor episodes, in which Christa and Wes discuss investing and retirement savings in depth. Let us know what you think in the comments! Learn more about Wes:  BOOKS BY WES MOSS   Wes Moss, CFP®  Wes Moss - Clark.com Learn more about your ad choices: megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Our Fixed Income Strategist Vishy Tirupattur explains how changes in the yield curve are affecting markets such as insurance, Treasury yields and mortgage rates.Read more insights from Morgan Stanley.----- Transcript ----- Vishy Tirupattur: Welcome to Thoughts on the Market. I am Vishy Tirupattur, Morgan Stanley's Chief Fixed Income Strategist. Today – How the shape of the yield curve has affected credit and housing markets, and the risk of changes to the curve and its implications. It's Tuesday, October 7th at 1pm in New York. The shape of the yield curve plays a pivotal role in financial markets. It influences everything from credit conditions to housing and mortgage dynamics. And you've been hearing on this show for some time about more Fed rate cuts coming. Our economists expect 25 basis point rate cuts at the next three meetings – that is October, December and January. And then two more in April and July of next year. What does this mean to the shape of the curve? Our high conviction call has been that investors should position for a steeper yield curve. Why does the curve matter? It's not just a macro signal. It's a transmission mechanism that shapes pricing, risk appetite, and sector flows. Take life insurers, for example. A steeper curve has turbocharged demand for fixed annuity products, which in turn drives flows into spread assets like corporate and securitized credit. Insurance demand has become a powerful technical in credit markets. This year's steepening has been led by falling front-end yields. For example, 2-year Treasuries are down about 60 basis points, significantly outpacing the 40 basis point drop in 10-year yields and just 5 basis point drop in 30-year yields. That front-end move reflects shifting rate expectations and offers relief to highly leveraged issuers who rely on short-term funding. But longer-dated yields remain sticky, keeping all-in borrowing costs elevated. That is good for insurers – and the sale of fixed annuity products – but acts as a brake on overall issuance, helping keep credit spreads tight despite macro uncertainty. That said, not all markets benefit. Mortgage rates, which track longer yields more closely than the fed funds rate, have actually risen 25 to 30 basis points since the easing cycle began in September of 2024. That's a headwind for affordability. While a steeper curve may support lending and future housing supply, it's not helping today's buyers. A flatter curve with lower long-end yields would offer more meaningful relief—but that is clearly not our base case. Bottom line: Rate cuts matter, but the shape of the curve may matter more. A steeper curve is a tailwind for credit but a headwind for housing. And a reminder that not all markets move in sync. Thanks for listening. If you enjoy the show, please leave us a review wherever you listen and share Thoughts on the Market with a friend or colleague today.

There may be a potential long-term shift in global investment flows-- driven by a combination of a weaker dollar and cooling global inflation. Today's Stocks & Topics: Elastic N.V. (ESTC), Market Wrap, Power Solutions International, Inc. (PSIX), Sprott Gold Equity Investor (SGDLX), Pfizer Inc. (PFE), Organon & Co. (OGN), Emerging Markets are Finally Rallying, CommScope Holding Company, Inc. (COMM), How to Navigate the Market, Americold Realty Trust, Inc. (COLD), Eastman Chemical Company (EMN).Our Sponsors:* Check out Anthropic: https://claude.ai/INVEST* Check out Gusto: https://gusto.com/investtalk* Check out TruDiagnostic and use my code INVEST for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands

Today's guest is Tobias Carlisle, founder of Acquirers Funds and serves as portfolio manager of the firm's deep value strategy. He's just released a book called Soldier of Fortune: Warren Buffett, Sun Tzu and the Ancient Art of Risk-Taking. In today's episode, Toby starts by discussing the current valuation landscape and the challenge for small cap investors. Then he explores the intersection of Warren Buffett's investment philosophy with Sun Tzu's teachings. He walks through notable investment case studies, including General Re, Burlington Northern and Japanese trading houses. The case studies all convey the significance of patience, strategic thinking, and the pursuit of asymmetric opportunities in investing, while also addressing the psychological aspects that influence investor behavior. (0:34) Introduction of Tobias Carlisle (1:32) Value investing in current market conditions (4:04) Market outlook and valuation differences across cap-sizes (10:03) Jay Powell's recent comments (13:57) Toby's new book (19:54) The Gen Re investment (26:33) Buffett's investment in Japan and Apple (32:57) Buffett's investment principles and managing FOMO (42:30) Comparing low volatility and high beta stocks ----- Follow Meb on X, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Follow The Idea Farm: X | LinkedIn | Instagram | TikTok ----- Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more.  ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here!  ----- Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Learn more about your ad choices. Visit megaphone.fm/adchoices

President Trump is said to be preparing a bailout package of at least $10 billion that could provide relief to farmers facing the financial pain of tariffs on China. To discuss what this means for farmers and for the heartland, Liz Landers spoke with Aaron Lehman. He is the President of the Iowa Farmers Union, representing growers in the second-largest soybean-producing state in the country. PBS News is supported by - https://www.pbs.org/newshour/about/funders. Hosted on Acast. See acast.com/privacy

Cash PT Trends 2025: What We Learned in Dallas + The New Industry Report In this episode, Doc Danny Matta and Yves Gege unpack takeaways from their Dallas live event and preview PT Biz's new Cash PT Industry Report. They cover what's working now across pure cash, hybrid, and out-of-network models; why continuity and small-group training are surging; and how the talent market is shifting as more solo owners choose to join established cash clinics. Quick Ask Help us move toward the mission of adding $1B in cash-based services to our profession: share this episode with a clinician friend or post it to your IG stories and tag Danny—he'll reshare it. Episode Summary From beginners to builders: PT Biz events now draw ~200 owners focused on scaling, not just getting started. No single “right” model: Cash-only, hybrid, out-of-network, Medicare-focused, and gym-like setups can all work—business principles drive success. Continuity is up: Many clinics now get 20–40%+ of monthly visits from recurring performance/wellness work—stabilizing revenue. Small-group training wins: Huge LTV and stick rate; still underused (only ~¼ of clinics are doing it). Talent trend: More solo owners are approaching larger cash clinics for roles with culture, mentorship, and intrapreneurship tracks. Reality check on pay: Compensation must tie to the revenue a provider can generate; entitlement ≠ value creation. Macro shift: Rising deductibles & wellness demand push all clinics to add self-pay services—cash PT is no longer fringe. Live Event Takeaways Owner mindset: Conversations have matured—hiring, leadership, profitability, systems, and scaling to $100k–$200k/month per site. Market fit varies: Geography, payer mix, and demographics dictate whether to stay pure cash, add OON, or blend Medicare. Community compounding: Member-to-member playbooks (what worked, what didn't) are often the most valuable part of events. The Industry Report: What to Watch Continuity growth: Bigger clinics show higher % of recurring visits, needing fewer new evals to fill schedules. Underutilized small groups: High demand among “post-injury but not gym-ready” clients; strong margins and retention. Diversified offers: Performance, strength, and longevity programs de-risk revenue and increase lifetime value. Small-Group Training: Why It Works Checks the boxes: Strength, mobility, accountability, and community—with clinicians nearby if issues arise. Cost-effective for clients: Often similar to PT weekly or personal training—but with better adherence and social glue. Team friendly: Therapists enjoy variety and fewer notes; can be delivered by PTs or trained coaches under clinical oversight. Career Pathways & The “Unemployable” Test Two good options: Go all-in on ownership or join a high-performing cash clinic as an intrapreneur (clinic director, partner track). Value first, then ask: Promotions/partnerships follow demonstrated impact, not tenure. Reputation compounds. Pro Tips You Can Use This Month Launch continuity now: Create 1–2 simple monthly options (e.g., strength + mobility; return-to-sport). Pilot a small group: 4–8 clients, 2x/week, 8 weeks. Price for value, track retention, collect testimonials. Map your model: List your market realities (Medicare, Tricare, local payer rates, boomer density) before choosing cash/hybrid. Hire from the doers: Prioritize applicants who've tried solo—“batteries included,” better respect for business realities. Benchmark & iterate: Compare your prices, packages, and continuity % to the industry report; fix one lever each month. Notable Quotes “There isn't one right model—principles win. Leads in, lifetime value up, recruit well, lead well.” “Continuity compacts the snowball. When 30–40% of your visits are recurring, everything gets easier.” “If you want stability without owning every problem, be an intrapreneur—create value, then opportunities chase you.” Action Items Download the Cash PT Industry Report and benchmark your prices, packages, and continuity %. Sketch a small-group pilot (who it's for, schedule, price, progression) and pre-sell 6–8 spots. Define two continuity offers with clear outcomes and a simple monthly cadence. Write a one-page model map for your area (payers, demographics, demand) and choose cash-only vs hybrid accordingly. Programs Mentioned Clinical Rainmaker: Systems to get you full-time in your clinic. Mastermind: Scale space, team, and operations. PT Biz Part-Time to Full-Time 5-Day Challenge (Free): Expenses, visit targets, pricing, 3 paths to go full-time, and a one-page plan. Resources & Links PT Biz Website Free 5-Day PT Biz Challenge Cash PT Industry Report: Download on the PT Biz site. About the Hosts: Doc Danny Matta—staff PT, active-duty military PT, cash-practice founder & exit; now helping 1,000+ clinicians start, grow, and scale with PT Biz. Yves Gege—cash-practice owner and PT Biz co-founder focused on systems, leadership, and scaling.

In this lively catch-up episode, co-hosts Linda McKissick and Dana Gentry reconnect after several weeks apart to swap travel stories and talk about the evolving real estate landscape. Linda shares details from her recent French Riviera cruise, complete with jazz performances, entrepreneur guest speakers, and unexpected lessons from astronauts and restaurateurs. She also reflects on her time in Paris, her love for quaint Saint-Tropez, and the differences between Paris and London. Meanwhile, Dana recounts speaking at a women's leadership retreat at Bolt Farm Treehouses in Tennessee, describing its inspiring founders and the power of faith and persistence in entrepreneurship.

Oct 6, 2025 – Are record-high markets making your IRA balloon—and your tax worries grow? Jim Puplava and Crystal Colbert break down how market surges impact IRAs, explore Roth conversions, and share smart tax-saving strategies for retirees...