Podcasts about Market

On this episode of “Marketplace Tech,” host Meghan McCarty Carino spoke with Christopher Mims, a tech journalist at The Wall Street Journal, about the recent evolution of brain computer interfaces — technology that has enabled people with paralysis to move prosthetic limbs or type out communication using computer implants in their brains — and the neurotech startups trying to bring their implants to a larger market by making them less invasive.

On this episode of “Marketplace Tech,” host Meghan McCarty Carino spoke with Christopher Mims, a tech journalist at The Wall Street Journal, about the recent evolution of brain computer interfaces — technology that has enabled people with paralysis to move prosthetic limbs or type out communication using computer implants in their brains — and the neurotech startups trying to bring their implants to a larger market by making them less invasive.

On this content episode Nate — the FUT Accountant joins your host Ben and JoshXLS to discuss a very interesting week of content, and an interesting season ahead. 02:42 Alvarez 03:24 Toney 04:31 Milinkovic-Savic 06:53 Insigne 08:46 TOTS Twist 12:24 Market 17:03 Premium Season Pass Madness 24:56 Oh Dear It's Shapeshifters 30:45 Evos 36:00 SB Objectives Tips 40:25 Direction Of Evos 47:10 Grind Tips Get double the episodes, and keep FUT Weekly going (for just £3 a month) by becoming a Patreon over at ⁠⁠⁠bit.ly/morepod⁠⁠⁠. This includes an exclusive supporter podcast this week! Learn more about your ad choices. Visit podcastchoices.com/adchoices

Today's morning show episode was recorded at the only place in the Fort Worth area where you can experience sensory deprivation tanks or "float tanks" while supporting local business. Check out Fort Worth Float Company on Instagram @fwfloatcompany or stop by 5934 River Oaks Blvd, Fort Worth 76114. When you talk to Kevan, let him know that you heard about FW Float Company through Fort Worth Roots and he is going to hook you up with a sweet deal. Find all of our sponsors under our "Trusted Sponsors" Tab on our soon to be renovated web site, www.fortworthroots.com Donovan Manufacturing www.donovanmfg.com Night vision, thermals, machine gun rentals, AR-15 parts, classes, and more! Also under the same umbrella get all of your print needs through our friends. Banners, vehicle wraps, business cards, brochures, tshirts, and anything else you might need. Find information on the print shop on Facebook at dillon-press. Also, you can email them at dillon@dillon-press.com Purple Web Consulting www.purplewebconsulting.com Website design and hosting, E-commerce integration, digital strategy and consulting. 817.629.6069 Making modern business tools accessible to the small business owner so that they can compete with the big dogs! Fort Worth Float Company Is your day filled with noise and distractions? Overstimulating sounds and activity? Our daily lives have become overwhelmed with tasks and responsibilities, with very few ways to shut off the world for a brief moment. WELCOME TO FORT WORTH FLOAT COMPANY. They specialize in providing sensory deprivation flotation tanks, providing the ultimate relaxation experience. Offering various pricing and packages, and three different tanks, Fort Worth Float Company meets everyone's floating needs. Hoppin (Fort Worth) Weisenberger St, Fort Worth TX 76107 No more waiting for the bar tender. Simply walk up to the wall of taps, scan your arm band, and enjoy!!! This place charges you by the ounce. A great place to unwind or for your next big event. Find them on Instagram as @hoppinfwtx. Have a Fort Worth Event coming up this week? Call during our recording window and let us share it with the city. 817.988.1292. The Davis Team Look no further than our friends at The Davis Team for all of your property needs. No commitment necessary. If you have questions about property then visit them online : yourdavisteam.com or give them a call 817.755.0504 Galaxy Wilderness Disc Golf Galaxy Wilderness is dedicated to promoting Disc Golf to the masses for its health benefits through outdoor therapy, exercise, and camaraderie. Find them on Facebook as Galaxy Wilderness Disc Golf GalaxyWildernessDG@gmail.com (682) 228-0399 The Body Scrubbery on Instagram @thebodyscrubbery Online at www.thebodyscrubbery.com Phone:925.808.8222 A boutique and unique spa experience. "Don't cheat yourself, treat yourself!!" Luxury foot spa, full body scrubs, infrared heat wraps, massage, bubble tub, mud wraps, facials, couples packages, and small group parties. Eaton Data Solutions We work to have relationships with vendor partners who specialize in different methods of vulnerability detection and management so that we can offer enterprise tools and solutions to small and medium sized companies (SMB's). Find them online www.eatondatasolutions.com Roofing Solutions by Darren Houk! Roofing Solutions can help with all your residential and commercial roofing needs. Roofing Solutions by Darren Houk is locally owned and operated. We are insured and have the experience to carry out most roofing projects. Web Page: https://www.roofingsolutionshouk.com/ Phone : 817-882-6520 McFly's Pub 6104 LTjg Barnett Rd, Fort Worth, TX 76114 · 4.1 mi A BADASS little 1980's/ Back to the Future themed bar with an excellent outdoor patio complete with fire pit and room for your fur baby. Daily drink specials and fun activities almost every day of the week. See whats new at McFly's on their Instagram page @McFlysPub. Tres Amigos Tacos and Tequila tresamigostacosandtequila.com Chef Sandy brings a fresh perspective and culinary expertise to Tres Amigos, continuing the spirit of female led entrepreneurship and the culinary excellence that Chef Paul was known for. 909 W Magnolia Ave, Fort Worth, TX 76104 Cloudland Recording Studio www.cloudlandrecordingstudio.com Cloudland Recording Studio is an analog and digital recording studio located in the heart of Fort Worth, Texas. We are just one mile from downtown and five minutes from the Near Southside entertainment district of Magnolia Avenue. 

Supply Chain Disruption Solutions: Rural America's Role in Manufacturing Recovery

How has the IPO market fared in the first half of 2025? Join Keith Canton, head of Americas Equity Capital Markets, Guarav Maria, head of U.S. Equity-Linked Capital Markets, and Laurel Zhang from the Equity-Linked Capital Markets desk as they explore the dynamics shaping the IPO landscape. The trio discusses the impact of tariffs, geopolitical tensions, and market volatility on transaction volumes, as well as potential opportunities in the second half of the year.   This episode was recorded on May 21, 2025.   This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm's research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or provide any other products or services to any person or entity. 

The local market has had the largest lift in a month today. Laura and Stevie discuss the recent performance where the market has largely remained stagnant despite the session today, unpack the likeliness of further rate cuts following the release of the RBA minutes, and discuss the latest in tariff headlines. A number of stocks caught attention including IDP Education, Treasury Wine Estates, and Bluescope, and they look to the days ahead. The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.See omnystudio.com/listener for privacy information.

Our CIO and Chief U.S. Equity Strategist Mike Wilson explains how his outlook on earnings and valuations give him a constructive view on U.S. equities for the next 12 months.Read more insights from Morgan Stanley.----- Transcript -----Mike Wilson: Welcome to Thoughts on the Market. I'm Mike Wilson, Morgan Stanley's CIO and Chief U.S. Equity Strategist. Today on the podcast I'll discuss where there is the most push back to our Mid-year outlook and why I remain convicted in our generally constructive view on U.S. equities for the next 12 months.It's Monday, June 2nd at 11:30am in New York.So, let's get after it.To briefly summarize our outlook, we have maintained our 6500 12-month price target for the S&P 500 this year despite what has been a very volatile first five months – both in terms of news flow and price action. Part of the reason we didn't change this view stems from the fact that we expected the first half to be challenging for U.S. stocks but to be followed by a more favorable second half. Much of this was related to our view that the new administration would pursue the growth negative part of their policy agenda first. This played out -- with their focus on immigration enforcement, spending cutbacks and tariffs. In addition to these policy adjustments, we also expected AI capex to decelerate in the first half after such fast growth last year. All of these factors conspired to weigh on both economic growth and earnings revisions.Second, the way in which tariffs were rolled out on Liberation Day was a shock to most market participants, including us, and served as the perfect catalyst for what can only be described as capitulation selling by many institutional investors. That capitulation has set the stage for the very reflexive snap back in equity prices that is also supported by a positive rate of change on policy, earnings revisions breadth, financial conditions and a weaker U.S. dollar.The main push back to our views centers on our constructive earnings outlook for high single digit growth both this year and next and our view that valuations can remain elevated at 21.5x forward Earnings. On the earnings front, our calendar year earnings estimates already incorporate a mid-single-digit percent hit to bottoms-up consensus forecasts. Second, our Leading Earnings Indicator which projects Earnings Per Share growth 12 months out is suggesting a sideways consolidation in growth in the high single-digit range over the next year.Third, a weaker dollar, elements of the tax bill and AI-driven productivity should be incremental tailwinds for earnings that are not in our model. Fourth, we have experienced rolling recessions for many sectors of the private economy for the last 3 years, which makes growth comparisons easier. Finally, and most importantly, the rate of change on earnings revisions breadth has inflected higher from a very low level after a year-long downturn. On valuation, our work shows that if earnings growth is above the long-term median of 7 percent and if the fed funds rate is down on a year-over-year basis, it's very rare to see multiple compression. In fact, Price Earnings multiples have expanded 90 percent of the time under these conditions to the tune of 9 percent over a 12- month period. Therefore, in some ways we're being conservative with our forecast for the S&P 500's price earnings ratio to remain flat at current levels over the next year.With respect to our favorite valuation metric, the equity risk premium, it's interesting to note that in the week following Liberation Day, the Equity Risk Premium reached the same level we witnessed in the aftermath of the 9-11 shock in 2001 and even exceeded the risk premium reached during the Long-Term Capital Management crisis in 1998. Both episodes resulted in 20 percent corrections to the S&P 500 much like we experienced this year only to be followed by very strong equity markets over the next year.The bottom line is that I remain convicted in both our earnings forecast for high single digit earnings growth for this year and next; and my view that valuations can remain elevated in this classic late cycle expansion of slower economic growth that typically elicits interest rate cuts from the Fed.Thanks for tuning in; I hope you found it informative and useful. Let us know what you think by leaving us a review; and if you find Thoughts on the Market worthwhile, tell a friend or colleague to try it out!

Welcome to Loan Officer Freedom, the #1 podcast in the country for loan officers, hosted by Carl White. In this episode, your host, Carl White explores the world of Facebook and Instagram ads with social media expert Chelsea Gardner, who specializes in helping loan officers maximize their online presence. Chelsea shares valuable insights on the effectiveness of targeted advertising, the importance of understanding your audience, and how to measure the success of your campaigns. They discuss the nuances of ad formats, the significance of storytelling in ads, and the best practices for engaging with real estate agents and past clients. Whether you're new to social media advertising or looking to refine your strategy, this episode is packed with actionable tips and expert advice to elevate your marketing game. Don't miss out on the opportunity to learn how to become the "Oprah" of your industry! Schedule a one-on-one free coaching call, click here or visit LoanOfficerStrategyCall.com.

Andreas Steno, founder and CEO of Steno Research, joins Mikkel Rosenvold, the firm's partner and head of geopolitics, to discuss the latest Ukrainian drone strike on Russian air bases, surging commodity prices, the state of sanctions, and why the U.S. dollar is weakening.

This episode of Farm4Profit is a double feature packed with timely information every farmer and ag business needs to hear.As a reminder - visit DPAauctions.com and Farm4Profit listeners receive 0% listing fee for the first items sold through DPA!We kick things off with Nick Helland from the Iowa Corn Growers Association, who walks us through a series of upcoming roundtable discussions taking place across Iowa. These conversations are designed to bring farmers and stakeholders together to talk about the issues that matter most — from conservation and carbon to trade and transportation. Nick explains how the feedback from these sessions will help shape Iowa Corn's policy direction and strengthen the voice of agriculture at both the state and national level.Then, we transition into a deep dive on the 2025 equipment market with Luke Stamp from DPA Auctions. We ask Luke the questions that are on every farmer's mind:Are we seeing more or fewer sales compared to last year?Is the market stronger or weaker?What's the current demand for new vs. used equipment?Luke doesn't hold back — he talks about who's buying, who's selling, and where the real opportunities are in 2025. We also uncover what makes certain sales stand out, the best advice for buyers and sellers, and how factors like interest rates, China relations, PUKs, and Farm Bill chatter could shift the landscape. If you're considering selling equipment or looking to buy in the months ahead, this is the episode you can't afford to miss. Want Farm4Profit Merch? Custom order your favorite items today!https://farmfocused.com/farm-4profit/ Don't forget to like the podcast on all platforms and leave a review where ever you listen! Website: www.Farm4Profit.comShareable episode link: https://intro-to-farm4profit.simplecast.comEmail address: Farm4profitllc@gmail.comCall/Text: 515.207.9640Subscribe to YouTube: https://www.youtube.com/channel/UCSR8c1BrCjNDDI_Acku5XqwFollow us on TikTok: https://www.tiktok.com/@farm4profitllc Connect with us on Facebook: https://www.facebook.com/Farm4ProfitLLC/

Bond yields are rising, and tariffs are back in focus. This broader spectrum of policy uncertainty may require investors to adjust. Julia Hermann and 'Macro Mike' LoGalbo discuss options for duration management and diversification this week on the podcast.  

Interview withMark Chalmers, President & CEO of Energy Fuels Inc.Marty Tunney, COO of IsoEnergy Ltd.Recording date: 30th May 2025The uranium sector stands at a critical inflection point where mounting supply constraints intersect with unprecedented political support and surging nuclear demand, creating compelling conditions for sustained price appreciation and outsized returns for positioned investors.*Supply-Demand Fundamentals Favor Higher Prices*A fundamental supply shortage looms as existing high-grade uranium deposits deplete while replacement projects face significantly higher development costs. Energy Fuels CEO Mark Chalmers warns that future supply sources remain uncertain: "I don't know where it's going to come looking out five or 10 years because some of the best deposits are being mined right now and they're depleting themselves." The replacement cost dynamics are stark—new uranium production must cover exploration, permitting, infrastructure development, mining, and reclamation costs at price levels far exceeding historical norms.Current spot prices around $60-70 per pound remain well below the $100+ incentive pricing required to trigger meaningful new production. This creates a supply response lag that could persist for years even after prices reach incentive levels, given the extended timelines required for uranium project development and regulatory approval.*Political Tailwinds Accelerate Market Dynamics*Uranium benefits from rare bipartisan political support driven by energy security and decarbonization imperatives. Recent executive orders from the Trump administration targeting critical mineral supply chains reinforce government commitment to domestic uranium production. As Chalmers notes: "The ongoing support by both parties actually for nuclear power and reestablishing our ability to mine and produce nuclear power, including small modular reactors is gaining momentum."The Russian uranium ban, formally taking effect in 2028, will remove a significant supply source from Western markets. Industry leaders expect accelerated implementation due to geopolitical tensions, compressing the timeline for supply shortfalls. Simultaneously, China's aggressive nuclear expansion creates additional demand pressure, with the capability to construct reactors in 18 months versus multi-year Western timelines.Established Producers Positioned to BenefitMarket dynamics increasingly favor proven producers over development-stage companies. Many newer uranium companies have overcommitted on delivery contracts while struggling with operational challenges.  Infrastructure advantages amplify competitive positioning. Energy Fuels' White Mesa Mill serves as the primary conventional uranium processing facility in the United States, creating a strategic bottleneck that generates high-margin toll processing revenue. Companies without processing access face limited options, as IsoEnergy's Marty Tunny explains: "If you don't have access to the White Mesa Mill and you're a conventional hard rock miner in the USA, you don't have anywhere in the next 5 to seven years to process your ore."*Technical Advantages Emerge*Recent operational challenges at in-situ recovery operations highlight advantages of conventional hard rock mining methods. Conventional mining offers greater operational control, cost predictability, and flexibility compared to ISR techniques. This technical differentiation becomes increasingly valuable as the industry recognizes that uranium mining complexity exceeds that of other commodities.*Investment Implications*The uranium investment thesis centers on classic supply-demand imbalance amplified by geopolitical factors and infrastructure constraints. Companies with existing production capabilities, processing facilities, and proven operational track records appear positioned to benefit disproportionately from emerging market dynamics. The combination of political support, supply constraints, and rising demand creates conditions for sustained higher uranium prices, particularly benefiting North American producers with strategic infrastructure assets and established utility relationships.Learn more: https://cruxinvestor.comSign up for Crux Investor: https://cruxinvestor.com

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It was an afternoon of excitement at the Pop Up Market on the Plaza, held Saturday, May 17, from 1 to 5 p.m. at the scenic Kensico Dam Plaza in Valhalla! In partnership with 914 Pop Ups, this lively event featured a dynamic mix of local vendors, tasty food trucks, and live music in a beautiful outdoor setting. Westchester Talk Radio host Andrew Castellano catches up with Victoria Rose, CEO of JV Custom Threads, to talk about her company's journey and what makes this market a must-visit experience. 

In today's episode, Kip recaps a standout finish to the month of May in the stock market, with the S&P 500 up 6% and the Nasdaq up an impressive 9% returns we don't see every month. He unpacks why the old adage "sell in May and go away" hasn't worked for years, and what these rare, powerful market moves could be telling us about what's coming next. Tune into today's podcast to learn more.

Swiss Re Chief Underwriting Officer-Casualty, Laure Forgeron, breaks down short- and long-term forces, including inflation, tariffs, evolving mobility patterns and emerging technologies that are redefining risks and strategies in the $2.2 trillion global motor reinsurance sector.

Ever wondered what happens to property investors after decades in the game? Our fascinating deep-dive reveals how the strategy and focus of veteran property investors dramatically shifts as they age, creating a blueprint of what your own investment journey might look like over time.The magic number appears to be 40. Around this age, we're seeing a fundamental pivot in investment psychology. Younger investors happily chase capital growth, sacrificing immediate returns for the promise of future equity. They're working, earning good money, and can afford to wait. But something changes when investors hit their 40s and beyond – suddenly, it's all about cash flow."I want cash now," becomes the new mantra. After accumulating substantial equity across multiple properties, senior investors face a stark realization: what good is three million dollars in assets if it only generates $90,000 yearly while a comparable commercial portfolio might deliver $200,000? This awakening drives a wholesale shift toward cash-generating investments that can fund their lifestyle rather than just building more paper wealth.But this transition comes with serious challenges. Many veteran investors find themselves trapped in what we call "mortgage prison" – unable to refinance loans they've held for years because lending standards have tightened dramatically. Even more concerning is the crushing burden of land tax, with some investors facing annual bills of $100,000-$300,000 – a cost that simply didn't exist at this scale when they began investing decades ago.These pressures are reshaping investment strategies among the most experienced property buyers. Commercial properties, multi-income assets, and strategic downsizing are all becoming increasingly common as these savvy veterans adapt to changing economic conditions and life stages. If you're building your own property portfolio, understanding this evolution could save you years of misdirected strategy and help you anticipate the inevitable pivot in your own investment journey.

The Aussie market has had a slow start to the month remaining mostly flat. Stevie is back for the podcast today (even though his voice may not be) to discuss the last month’s performance with Laura, and the mixed news around tariffs which could have kept markets cautious. Commodity prices were in focus today on the back of rising geopolitical tensions, they look at how the sectors performed with many seeing losses, and the stocks that caught attention including Bluescope. The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.See omnystudio.com/listener for privacy information.

Shaun Dendere of Trive runs us through the day's market developments, local markets starting the month off well, Trump doubling down on tariffs, gold returning as a safe haven, Raubex results, the rand, and expectations for the rest of the month. SAfm Market Update - Podcasts and live stream

Compass, episode 17Our previous interview: https://www.cruxinvestor.com/posts/why-resource-stocks-dip-in-spring-rise-in-fall-7159Recording date: 30 May 2025Olive Resource Capital delivered exceptional Q1 2025 results, reporting over $1.1 million in net returns—equivalent to one cent per share—while their stock trades between three and four cents. The portfolio gained 17% during the quarter, with net asset value per share rising over 20% due to strategic share buybacks.Executive Chairman Derek Mcpherson and President/CEO Sam Pelaez attribute the record performance to a fundamental shift in investment strategy. The firm abandoned diversified holdings in favor of concentrated, high-conviction positions in companies like Omai and Troilus. "We weren't winning enough" with their previous approach, Pelaez explained, prompting the move toward fewer but stronger positions.The strong Q1 was primarily driven by precious metals exposure, particularly gold, though momentum has flattened through May. This has shifted focus toward copper opportunities, where the managers see significant potential despite market inefficiencies.A key catalyst emerged from operational problems at Ivanhoe Mines' Kamoa-Kakula facility in the Democratic Republic of Congo—one of the world's top five copper assets. Despite the flooding-related shutdown, copper prices remained surprisingly stable. "Normally when a top five copper asset shuts down the market moves," Mcpherson noted, suggesting the muted response may create entry opportunities.The copper investment landscape presents unique challenges, with only five to eight meaningful mid-cap companies available, each carrying specific drawbacks that stretch valuations. Olive Resource maintains copper exposure through junior developers including Arizona Metals, backed by Rio Tinto and Hudbay, and Sterling Metals, which recently announced impressive drill results of 359 meters at 0.36% copper equivalent.The firm's dual-portfolio approach—maintaining liquid positions for tactical trading while holding concentrated junior positions for fundamental plays—reflects sophisticated market understanding. With major copper assets going offline while demand projections grow, Olive Resource appears well-positioned for potential copper market inflection points.Sign up for Crux Investor: https://cruxinvestor.com

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Ann Wilson spent more than a decade longing for a better marriage and for her husband to be more attentive, more involved, more helpful, and just all-around better. And every chance she got, she told him so. Where she thought she was being helpful, she was instead badgering him with constant critiques until all he heard was, "Boo! Boo!" when they were together. It almost broke their marriage. But Ann discovered the power that God has given wives. No matter how long you've been married, you don't need to spend another minute hoping and wishing for things to be different. They can! And the power is in your hands. Join us to hear from Dave and Ann Wilson, the hosts of FamilyLife Today, to learn how to have a better, stronger marriage.Become a Parshall Partner: http://moodyradio.org/donateto/inthemarket/partnersSee omnystudio.com/listener for privacy information.

May 30, 2025 – Are markets poised for a breakout or bracing for chaos? Jim Puplava and John Kosar of Asbury Research dive into the forces driving today's volatile markets. Kosar reveals why his risk-on model is bullish since April 24th, spotlighting...

Market futures surged from Wednesday night into Thursday morning after the Court of International Trade halted Trump's tariffs—adding another twist to the ongoing trade policy saga. We explore how President Trump's tariff threats and announcements have repeatedly sparked market volatility, often leading to sharp declines followed by rebounds when he backtracks or extends negotiation timelines. Our experts share insights on how to stay invested amid the noise and uncertainty.Nick also breaks down the latest economic data and NVIDIA's earnings release before diving into a growing concern: the student loan debt crisis. After not being required to make loan payments for nearly half a decade, over 4 million borrowers are now in late-stage delinquency since repayment was reinstated. Borrowers are facing serious consequences like wage garnishment and withheld federal tax refunds, and Social Security payments. As the federal government ramps up collection efforts, many companies are stepping in with new benefits to help employees manage and repay their student loans.To close out the episode, we examine the rise of artificial intelligence in the financial services industry. While AI could bring greater efficiency, it also introduces new risks related to privacy and cybersecurity. Could investors one day be onboarded by an adviser's AI assistant? It's possible—but the value of personal relationships and human guidance remains irreplaceable.Join hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, and Kelly-Lynne Scalice, a seasoned communicator and host, on Henssler Money Talks as they explore key financial strategies to help investors navigate market uncertainty.Henssler Money Talks — May 31, 2025  |  Season 39, Episode 22 Timestamps and Chapters5:33: Reciprocal Tariffs Shot Down 14:43: Nvidia Earnings, New Home Sales, Durable Goods, Consumer Confidence22:19: How Do You Make Investment Decisions Through the Noise?31:31: Student Loan Squeeze45:42: AI's Growing Influence on Financial PlanningFollow Henssler:  Facebook: https://www.facebook.com/HensslerFinancial/ YouTube:  https://www.youtube.com/c/HensslerFinancial LinkedIn: https://www.linkedin.com/company/henssler-financial/ Instagram: https://www.instagram.com/hensslerfinancial/ TikTok: https://www.tiktok.com/@hensslerfinancial?lang=en X: https://www.x.com/hensslergroup  “Henssler Money Talks” is brought to you by Henssler Financial. Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/ 

Trap Talk Reptile Network Presents:David Levinson Reptile Podcast w/ Eric Westmorland Live Of JOIN TRAP TALK FAMILY HERE: https://bit.ly/311x4gxHOST: Dave Levinson   / customscalesllc 

After the federal court's ruling against Trump's reciprocal tariffs, and an appeals court's temporary stay of that ruling, our analysts Michael Zezas and Michael Gapen discuss how the administration could retain the tariffs and what this means for the U.S. economy.Read more insights from Morgan Stanley.----- Transcript -----Michael Zezas: Welcome to the Thoughts on the Market. I'm Michael Zezas, Morgan Stanley's Global Head of Fixed Income Research and Public Policy Strategy.Michael Gapen: And I'm Michael Gapen, Chief U.S. Economist.Today, the latest on President Trump's tariffs.It's Thursday, May 29th at 5pm in New York.So, Mike, on Wednesday night, the U.S. Court of International Trade struck down President Trump's reciprocal tariffs. This ruling certainly seems like a fresh roadblock for the administration.Michael Zezas: Yeah, that's right. But a quick word of caution. That doesn't mean we're supposed to conclude that the recent tariff hikes are a thing of the past. I think investors need to be aware that there's many plausible paths to keeping these tariffs exactly where they are right now.Michael Zezas: First, while the administration is appealing this decision, the tariffs can stay in place. But even if courts ultimately rule against the Trump administration, there are other types of legal authorities that they can bring to bear to make sure that the tariff levels that are currently applied endure. So, what the court said the administration had done improperly was levy tariffs under the International Emergency Economic Powers Act (IEEPA).And there's been active debate all along amongst legal scholars about if this was the right law to justify those tariff levies. And so, there's always the possibility of court challenges. But what the administration could do, if the courts continue to uphold the lower court's ruling, is basically leverage other legal authorities to continue these tariffs.They could use Section 122 as a temporary authority to levy the 10 percent tariffs that were part of this kind of global tariff, following the reciprocal trade announcement. They also could use the existing Section 301 authority that was used to create tariffs on China in 2018 and 2019, and extend that across of all China imports; and therefore, fill in the gap that would be lost by not being able to use the International Emergency Economic Powers Act to tariff some of China's imports.So bottom line, there's lots of different legal paths to keep tariffs where they are across the set of goods that they're already applied to.Michael Gapen: So, I think that makes a lot of sense. And with all that said, where do you think we stand right now with tariffs?Michael Zezas: So, if the court ruling were to stand then the 10 percent tariffs on all imports that the U.S. is currently levying, that would have to go away. The 30 percent tariffs on roughly half of China imports, that would've to go away. And the 25 percent tariffs on Canada and Mexico around fentanyl, that would have to go away as well.What you'd be left with effectively is anything levied under section 232 or 301. So that's basically steel, aluminum, automobile tariffs. And tariffs on the roughly half of China imports that were started in 2018 and 2019. But as we said earlier, there's lots of different ways that the authority can be brought to bear to make sure that that 10 percent import tariff globally is continued as well as the incremental tariffs on China.But Michael, turning to you on the U.S. economy, what's your reaction to the court's ruling? It seems like we're just going to have a continuation of existing tariff policy, but is there something else that investors need to consider here?Michael Gapen: Well, I'm not a trade lawyer. I'm not entirely surprised by the ruling. It did seem to exceed what I'll call the general parameters of the law, and it wasn't what we – as a research group and a research team – were thinking was the most likely path for tariffs coming into the year, as you mentioned. And as we, as a group wrote, we thought that they would rely mainly on section 301 and 232 authority, which would mean tariffs would ramp up much more slowly. And that's what we had put into our original outlook coming into the year.We didn't have the effective tariff rate reaching 8 to 9 percent until around the middle of 2026. So, it reflected the fact that it would take effort and time for the administration to put its plans on tariffs in into place. So, I think this decision kind of shifts our views back in that direction. And by that I mean, we originally thought most of 2025 would be about getting the tariff structure in place. And therefore, the effects of tariffs would be hitting the economy mainly in 2026.We obviously revise things where tariffs would weigh on activity in 2025 and postpone Fed cuts into 2026. So, I think what it does for the moment is maybe tilts risks back in the other direction. But as you say, it's just a matter of time that there appears to be enough legal authority here for the administration to implement their desires on trade policy and tariff policy. So, I'm not sure this changes a lot in terms of where we think the economy's going. So, I'm not entirely surprised by the decision, but I'm not sure that the decision means a lot for how we think about the U.S. economy.Michael Zezas: Got it. So, the upshot there is – really no change from your perspective on the outlook for growth, for inflation or for Fed policy. Is that fair?Michael Gapen: That's right. So, it's still a slow growth, sticky inflation, patient Fed. It's just we're kind of moving around when that materializes. We pulled it into 2025 given the abrupt increase in in tariffs and the use of the IEEPA authority. And now it probably would come later if the lower court ruling stands.Michael Zezas: Right. So, sticking with the Fed. Several Fed speakers took to the airwaves last week, and it sounds like the Fed is still waiting for some of these public policy changes to have an effect on the real economy before they react. Is that a fair way to characterize it? And what are you watching at this point in terms of what determines your expectations for the Fed's policy path from here?Michael Gapen: Yeah, that's right. And I think, given that the appeals court has allowed the tariffs to stay in place as they review the lower court, the trade court's ruling, I think the Fed right now would say: Okay, status quo, nothing has changed.So, what does that mean? And what the Fed speakers said last week, and it also appeared in the minutes, is that the Fed expects that tariffs will do two things with respect to the Fed's mandate. It'll push inflation higher and puts risks around unemployment higher, right? So, the Fed is offsides, or likely to be offsides on both sides of its mandate.So, what Fed speakers have been saying is, well, when this happens, we will react to whichever side of the mandate we're furthest from our target. And their forecasts seem to say and are pretty consistent with ours, that the Fed expects inflation to rise first, but the labor market to soften later. So, what that means for our expectations for the Fed's policy path is they're likely to be on hold as they evaluate that inflation shock.And we'll keep the policy rate where it is to ensure that inflation expectations are stable. And then as the economy moderates and the labor market softens, then they can turn to cuts. But we don't think that happens until 2026. So, I don't think the ruling yesterday and the appeal process initiated today changes that.For now, the tariffs are still in place. The Fed's message is it's going to take us at least until probably September, if not later, to figure out which way we should move. Moving later and right is preferable for them than moving earlier and wrong.Michael Zezas: Got it. So bottom line, from our perspective, this court case was a big deal. However, because the administration has a lot of options to keep tariffs going in the direction that they want, not too much has really changed with our expectations for the outlook for either the tariff path and it's not going to fix to the economy.Michael Gapen: That's right. That's, I think what we know today. And we'll have to see how things evolve.Michael Zezas: Yep. They seem to be evolving every day. Mike, thanks for speaking with me.Michael Gapen: Thank you, Mike. It's been a pleasure. And 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.

Our Head of Corporate Credit Research explains why the legal confusion over U.S. tariffs plus the pending U.S. budget bill equals a revived focus on interest rates for investors.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 I'm going to revisit a theme that was topical in January and has become so again. How much of a problem are higher interest rates?It's Friday, May 30th at 2pm in London.If it wasn't so serious, it might be a little funny. This year, markets fell quickly as the U.S. imposed tariffs. And then markets rose quickly as many of those same tariffs were paused or reversed. So, what's next?Many tariffs are technically just paused and so are scheduled to resume; and overall tariff rates, even after recent reductions towards China, are still historically high. The economic data that would really reflect the impact of recent events, well, it simply hasn't been reported yet. In short, there is still significant uncertainty around the near-term path for U.S. growth. But for all of our tariff weary listeners, let's pretend for a moment that tariffs are now on the back burner. And if that's the case, interest rates are coming back into focus.First, lower tariffs could mean stronger growth and thus higher interest rates, all else equal. But also importantly, current budget proposals in the U.S. Congress significantly increase government borrowing, which could also raise interest rates. If current proposals were to become permanent. for example, they could add an additional [$]15 trillion to the national debt over the next 30 years, over and above what was expected to happen per analysis from Yale University.Recall that prior to tariffs dominating the market conversation, it was this issue of interest rates and government borrowing that had the market's attention in January. And then, as today, it's this 30-year perspective that is under the most scrutiny. U.S. 30-year government bond yields briefly touched 5 percent on January 14th and returned there quite recently.This represents some of the highest yields for long-term U.S. borrowing seen in the last two decades. Those higher yields represent higher costs that must ultimately be borne by the U.S. government, but they also represent a yardstick against which all other investments are measured. If you can earn 5 percent per year long term in a safe U.S. government bond, how does that impact the return you require to invest in something riskier over that long run – from equities to an office building.I think some numbers here are also quite useful. Investing $10,000 today at 5 percent would leave you with about $43,000 in 30 years. And so that is the hurdle rate against which all long-term investments or now being measured.Of course, many other factors can impact the performance of those other assets. U.S. stocks, in fairness, have returned well over 5 percent over a long period of time. But one winner in our view will be intermediate and longer-term investment grade bonds. With high yields on these instruments, we think there will be healthy demand. At the same time, those same high yields representing higher costs for companies to borrow over the long term may mean we see less supply.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 tell a friend or colleague about us today.

In this episode of Talk Dirt To Me, we kick things off with a recap of the movies we watched over Memorial Day weekend before diving into the relentless rain that just won't quit, and how it's slamming planting progress across the U.S. We break down the nationwide planting report, discuss how severely behind farmers are this season, and ask the big question: why aren't the markets reacting? With major ag regions underwater or still untouched, you'd think we'd see a spike but so far, it's crickets. We also dig into the potential end date for the Mexican beef import shutdown due to the screwworm outbreak and what it could mean moving forward. And don't miss our Made in America spotlight, this week we're fired up about Tacticalories, makers of the bold Helldiver Hot Sauce that'll torch your taste buds in the best way possible. Agzaga is the official sponsor of Talk Dirt to Me! It is the ultimate online farm store. American owned and operated. Go check out their site and get what you need. Be sure to use the code TalkDirt20 to get $20 off your order of $50 or more! Visit them at: https://agzaga.com  If you enjoy this episode then please leave us a review and share this episode with your friends! Follow us on social media: Talk Dirt to Me Instagram: https://www.instagram.com/talkdirtpodcast/  Bobby Lee: Facebook- https://www.facebook.com/search/top?q=hurricane%20creek%20farms Instagram- https://www.instagram.com/hurricanecreekfarm/ YouTube- https://www.youtube.com/c/HurricaneCreekFarms Logan: Facebook- https://www.facebook.com/LHFarmsTN Instagram- https://www.instagram.com/lo.hanks/ YouTube- https://www.youtube.com/channel/UCqYpTjKQtOMABFOc2Aw3_Ow 

In this week's long-form, Rick Rule discusses the inherent risks of mining, particularly focusing on the Kamoa-Kakula complex and its operational challenges recently. He emphasizes the importance of understanding market perceptions and individual risk tolerance when investing in mining stocks. The discussion also touches on the potential tightening of the copper market due to supply issues and the impact of economic policies on resource investments. Additionally, Rule shares insights on inflation, deflation, and the dynamics of the gold market, suggesting that we may be in the early stages of a bull market for precious metals. He discusses the dynamics of the precious metals market, focusing on the movement of stocks, mergers and acquisitions in gold mining, and the evolving U.S. mining policy. He emphasizes the importance of understanding market trends and the potential for exploration opportunities in the coming years. Additionally, he highlights the upcoming investment symposium and its significance for investors in the mining sector.Register for the Rule Symposium HEREThis episode of Mining Stock Daily is brought to you by... Vizsla 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/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Calibre Mining is a Canadian-listed, Americas focused, growing mid-tier gold producer with a strong pipeline of development and exploration opportunities across Newfoundland & Labrador in Canada, Nevada and Washington in the USA, and Nicaragua. With a strong balance sheet, a proven management team, strong operating cash flow, accretive development projects and district-scale exploration opportunities Calibre will unlock significant value.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.calibremining.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

We're talking tariffs with Robbie Stevens of Liv-ex and how they affected fine wine trading in Trumps first administration.

Market Plus with Naomi Blohm

In this episode, we break down why fixed indexed annuities (FIAs) are gaining renewed attention in today's volatile market. Alissa Hufford, Sales Director at the Crump Annuity Solution Center, joins the podcast to cover key selling points like principal protection amid market volatility, tax-deferred growth, and competitive income options — including lifetime income riders. With interest rates at multi-year highs and clients sitting on record levels of cash, FIAs offer a timely solution for those seeking downside protection and guaranteed income. This conversation gives financial professionals clear language, positioning tips, and insight into why FIAs can be a strong addition to the planning conversation right now.

AP correspondent Karen Chammas reports on the latest on flooding in Nigeria.

Hector briefly shares about the Memorial Weekend Nerd Market and his yard sale experiences as spring cons wind down and prepping for summer. 

Jack and Jabari were pleased to be joined by Tiny Death's vocalist/songwriter and NBA writer for the Guardian, Claire De Lune for today's episode. The trio discussed the conference finals and the potential for a Thunder/Pacers series. They also discussed offseason options for several teams and players!See omnystudio.com/listener for privacy information.

MacroVoices Erik Townsend & Patrick Ceresna welcome, Mike Green. They'll discuss the tariffs, what they're really being used for, and why Mike says the President is contradicting himself every time he talks about them. https://bit.ly/4kINH8c

$24 billion of free cash flow in a single quarter is no small feat. If Nvidia can keep that pace, it may actually be trading at a reasonable price. (00:21) Tim Beyers and Mary Long discuss: - Market relief about the latest in Trump's trade saga. - A rose and a thorn from Nvidia's latest report. - Another trade-related announcement that affects the semiconductor supply chain. Companies discussed: NVDA, CDNS, SNPS, SIEGY Host: Mary Long Guest: Tim Beyers Engineer: Dan Boyd Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit megaphone.fm/adchoices

April's stock market swings have tempted everyday investors to rethink how much they're willing to risk. Wall Street Journal reporter Hannah Erin Lang joins host Ariana Aspuru to discuss how some investors are responding and what financial professionals are advising. Sign up for the WSJ's free Markets A.M. newsletter.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links-Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.0:00 Tariffs Ruled Illegal2:55 Row Crop Selloff4:19 US Weather8:28 US/China Chip Tensions9:42 India Won't Import Wheat10:55 Screwworm and Cattle Impact

If you've ever found yourself staring at a blank calendar, struggling to figure out what to prepare for future releases—or worse, saying everything without a clear strategy—this episode is for you.Let's move moving beyond the basic content plan and stepping into a more powerful, intentional approach: the Content Flow Framework. You'll learn how to create connected content that not only supports your business goals but also reflects your voice and mission with consistency.Whether you're planning your next quarter or just trying to stay present this week, this episode will help you build a strategy that nurtures loyalty and works with your energy, not against it. Learn:Why themes are the secret weapon for content clarityHow to build a message rhythm your audience can trustThe real reason podfade happens and how to prevent itWhat it means to have a responsive strategy (and why it matters)Transcript here

Scott Wapner and the Investment Committee debate the state of the AI trade following Nvidia's earnings report showing strong demand.  Plus, the Committee share their latest portfolio moves. And later, Josh Brown shares a stock that made it to his “Best Stocks in the Market” list. Investment Committee Disclosures

In today's episode, Pete peels back the curtain on three numbers that get tossed around like financial gospel — but may not tell the whole story. We kick off with market cap: what it actually means, how it defines a company's identity, and why share price alone can be misleading. Then, we dive into the often-misunderstood unemployment rate — a metric that sounds solid on headlines but misses huge swaths of the American workforce. Finally, Pete helps you recalibrate your budget by reexamining the age-old debate of needs vs wants, especially as the threat of a recession looms. If you're confused by the disconnect between financial headlines and your lived experience, this episode is the bridge.

This episode is sponsored by…BLUPRINT HOME LOANS:Get pre-approved with one of RTR's preferred lenders at https://bluprinthomeloans.com/renttoretirement/ REALSOURCE RESIDENTIAL:Invest in multifamily opportunities in the best markets! https://realsourceresidential.com/rtrIn this must-watch episode of the Rent To Retirement podcast, hosts Adam Schroeder and Zach Lemaster break down the real estate trends, loan strategies, and major tax advantages that savvy investors need to know about in 2025.

Send us a textIn today's Market Outsiders, Namaan and Jenny Rae explore two seemingly unrelated stories - NVIDIA's blockbuster earnings and a surprising twist in the avocado market - and uncover a common business thread.They break down:Why NVIDIA's continued dominance reveals both strength and potential vulnerabilityHow California avocado growers are benefiting from more competition, not lessWhat both stories teach us about pricing power, supply chains, and long-term demandFrom AI chips to guacamole, this episode connects the dots between tech and agriculture to reveal deeper market dynamics.Join Market Outsiders live every weekday at 9:15AM ET on LinkedIn and YouTube - and now, episodes are also available on Strategy Simplified every Monday, Tuesday, and Thursday.Want the full daily experience? Follow the new Market Outsiders podcast to get every episode, Monday through Friday.Follow Management Consulted on LinkedIn and subscribe on YouTubeConnect with Namaan and Jenny Rae on LinkedInJoin Management Consulted for the NYC Case Camp from June 27-29Intensive, hands-on experience that will give you skills, confidence, and insider insights to break into consultingSeats are limited; confirm your spot

Christos Garkinos, the self-proclaimed "Robin Hood of fashion," joins Who What Wear Market Director Bobby Schuessler to unpack his winding career, from growing up working in his family's Greek restaurant to becoming a reality TV personality and pioneering the world of luxury resale. Garkinos grew up infatuated with the Home Shopping Network, and after stints at big corporations like Clorox and Disney, he began to forge his own path in the resale market. He opened a store, starred in Bravo's Dukes of Melrose, joined HSN as a host, and then ultimately found his niche selling his curated goods on Instagram Live during the COVID-19 pandemic. In this episode, Garkinos discusses how he turned his pandemic project into Covet by Christos, an Instagram shopping network that now airs seven days a week. Plus, he shares which vintage items are trending and what brands are the most valuable to collect right now. Buy Christos' book here!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

- Wild Hog Encounter and Drought Impact (0:00) - Challenges with the Wild Hog and Dinosaur Museum Visit (2:02) - Health and Safety Concerns (10:27) - Critique of Government Health Policies (25:55) - Historical and Philosophical Reflections (47:59) - Personal Health Practices and Advocacy (48:21) - Pine Needle Tea Preparation (48:38) - Critique of Government Obedience and Depopulation Agendas (1:05:16) - Legislation and Firearm Suppressors (1:18:26) - Suppressors and Firearm Training (1:20:48) - Impact of Suppressor Bill on Market (1:25:16) - AI Video Generation and Fake News (1:29:00) - Concerns About Fake History and Fake News (1:41:25) - Microscope Experiments and Chemtrails (1:41:55) - Russia-Ukraine Conflict and Global Politics (2:04:10) - Global Economic and Political Dynamics (2:15:58) - Immigration and Cultural Changes (2:24:10) - Personal Reflections and Learning Strategies (2:26:58) - New Products at Health Ranger Store (2:32:59) - Introduction of New Organic Mango Slices (2:36:17) - Details on Apple Slices and Product Availability (2:36:54) - Promotion of Health Ranger Store and Upcoming Content (2:37:46) - Commitment to Clean and Healthy Foods (2:38:44) For more updates, visit: http://www.brighteon.com/channel/hrreport NaturalNews videos would not be possible without you, as always we remain passionately dedicated to our mission of educating people all over the world on the subject of natural healing remedies and personal liberty (food freedom, medical freedom, the freedom of speech, etc.). Together, we're helping create a better world, with more honest food labeling, reduced chemical contamination, the avoidance of toxic heavy metals and vastly increased scientific transparency. ▶️ Every dollar you spend at the Health Ranger Store goes toward helping us achieve important science and content goals for humanity: https://www.healthrangerstore.com/ ▶️ Sign Up For Our Newsletter: https://www.naturalnews.com/Readerregistration.html ▶️ Brighteon: https://www.brighteon.com/channels/hrreport ▶️ Join Our Social Network: https://brighteon.social/@HealthRanger ▶️ Check In Stock Products at: https://PrepWithMike.com

Our Global Head of Fixed Income Research & Public Policy Strategy, Michael Zezas, shares the answers to clients' top U.S. policy questions from Morgan Stanley's Japan Investor Summit.Read more insights from Morgan Stanley.----- Transcript -----Michael Zezas: Welcome to Thoughts on the Market. I'm Michael Zezas, Morgan Stanley's Global Head of Fixed Income Research & Public Policy Strategy. Today, takeaways from our Japan Investor Summit. It's Wednesday, May 28th at 10:30am in New York. Last week, I attended our Japan Investor Summit in Tokyo: Two full days of panels on key investment themes and one-on-one meetings with clients from all parts of the Morgan Stanley franchise. During the meeting, Morgan Stanley Research launched its mid year economics and market strategy outlooks. So needless to say there was a healthy dialogue on investment strategy over those 48 hours. And I want to share what were the most frequent questions I received and, of course, our answers to those questions. As you could guess, U.S. tariff policy was a key focus. Could tariffs re-escalate? Or was the worst behind us; and if so, could investors set aside their concerns about the U.S. economy? It's a complicated issue so accordingly our answer is nuanced. On the one hand, the current state of play is mostly aligned where we thought tariff policy would be by end of year. It's just arrived much earlier. Higher overall U.S. tariffs with a skew toward higher tariffs on China relative to the rest of world, as the U.S. has less common ground with them and thus greater challenges in reaching a trade agreement with China in a timely manner. So that might imply we've arrived at the end point. But we think that's too simple of a way for investors to think about it. First there's plenty of potential for escalation from current levels as part of ongoing negotiations. And even if it's only temporary it could affect markets. Second, and perhaps more importantly, even though the U.S. cutting tariffs on China from very high levels recently brought down the effective tariff rate, it's still considerably higher than where we started the year. So one's market outlook will still have to account for the pressures of tariffs, which our economists translate into slower growth and higher recession risk this year. Another key concern – U.S. fiscal policy, and whether the U.S. would be embarking on a path to smaller deficits, in line with campaign promises. Or if the tax and spending bill making its way through Congress would keep that from happening. For investors we think it's most important to focus on the next year, because what happens beyond that is highly speculative. And we do not expect deficits to come down in the next year. Extending expiring tax cuts, and extending some new ones, albeit with some spending offsets, should modestly expand the deficit next year in our estimates; and some further deficit expansion should come from other factors baked into the budget, like higher interest payments. It's understandable these two questions came up, because we do think the answers are key to the outlook for markets. In particular, they inform some of the stronger views in our markets' outlook. For example, slower relative U.S. growth and the related potential for foreign investors to increasingly prefer their portfolios reflect their local currency should keep the U.S. dollar weakening – a key call our team started this year with and now continues. Another example, the shape of the U.S. Treasury yield curve. Higher deficits and the uncertainty about inflation caused by tariffs should make for a steeper yield curve. So while we expect U.S. Treasury yields to fall, making for good returns for high grade bonds including corporate credit, the better returns might be in shorter maturities. Thanks for listening. If you enjoy Thoughts on the Market, please leave us a review wherever you listen. And if you like what you hear, tell a friend or a colleague about us today.