Podcasts about market outlook

Shay and Daniel cover a lot of ground- the report, carryout, NOV'26 Soy and DEC'26 Corn and much more. Definitely one to listen to this week!

Watch the video version here: https://youtu.be/FQU1BSj4jTYOn this episode:

On November 14th, 2025, Steve Grzanich shares today's potential market drivers:

Josh Young, Portfolio Manager at Bison interests, and Tracy Shuchart, Founder/CEO and Chief Market Strategist, at Hilltower Resource Advisors, stop by the Energy News Beat and Energy Impacts Podcasts - With Stu Turley for an in-depth look at the global oil and gas financial markets. Highlights of the Podcast00:00 – Opening & Guest Introductions02:32 – AI Boom vs. Power Shortage07:18 – AI Hype vs. Energy Reality11:42 – Nuclear Reality Check16:03 – Coal's Comeback18:02 – Natural Gas Outlook21:15 – Pipeline Bottlenecks & Permitting Trouble24:33 – Chevron Entering Data Center Power25:19 – Pipeline Twinning Not As Easy As It Sounds28:08 – Geopolitics Ignored by the Market33:24 – Demand: Stronger Than Narratives Suggest37:05 – Sanctions, “Kinetic Sanctions,” & Enforcement Reality42:31 – Dollar Weaponization, Gold Buying, & the Milkshake Theory49:52 – Commodities Rotation & Energy Lag55:11 – Propaganda & the Climate Narrative01:01:21 – Pendulum Swings & Hope for Middle Ground01:02:50 – Utility Mismanagement & Decentralization01:05:04 – Will Democrats Blame Republicans for High Power Prices?01:06:10 – Government Control, Incentives & Rate Failures01:09:59 – Tracy on Fox Business: Uranium Bottleneck01:22:35 – Closing Thoughts & Market Outlook

Collect unlimited free verifiable CPD for UK Dentists here >>> ———————————————————————Valuations are shifting fast, and so are the rules that shape them. We sat down with dental practice sales expert Luke Moore to map the real market moves behind the headlines: why groups are winning a bigger share of deals, how cheaper debt is fuelling micro-consolidation, and where independent buyers are still paying up for the right assets. If you're weighing a purchase, planning to sell, or just want to understand what your practice is worth in today's climate, this conversation lays out the numbers and the nuance.We dig into the latest data points on deal sizes and EBITDA multiples, separating independent buys from group-led transactions and explaining why some NHS-heavy portfolios are dragging averages down while high-quality private and mixed practices still push toward the high-7x range. Geography and recruitment take centre stage: NHS valuations diverge sharply by region, with London and the South East often outperforming due to easier clinician hiring. We also unpack the thaw in Wales, where signals of a return to an item-of-service style approach and an uplifted hourly rate are drawing buyers back—alongside a sober look at how associate pay expectations could compress EBITDA.Policy is the wildcard. A widely flagged income tax rise could make holding less attractive than selling for many principals, especially as frozen tax bands and the 100k trap quietly raise effective rates. We walk through BADR's step up toward 18% by 2026 and what that means in pure cash terms, plus the practical timing options many owners are modelling to protect their net proceeds. On costs, a likely National Living Wage increase around 4% will ripple through pay differentials, nudging ancillary costs higher and forcing tighter discipline on margins.———————————————————————Disclaimer: All content on this channel is for education purposes only and does not constitute an investment recommendation or individual financial advice. For that, you should speak to a regulated, independent professional. The value of investments and the income from them can go down as well as up, so you may get back less than you invest. The views expressed on this channel may no longer be current. The information provided is not a personal recommendation for any particular investment. Tax treatment depends on individual circumstances and all tax rules may change in the future. If you are unsure about the suitability of an investment, you should speak to a regulated, independent professional. Investment figures quoted refer to simulated past performance and that past performance is not a reliable indicator of future results/performance.Send us a text

Jerome Hass, portfolio manager at Lightwater Partners, shares his outlook on Canadian Stocks.

https://mhwc.co.uk/blog/5-fact-friday-14-november-2025/Watch the video here: https://youtube.com/live/twSORHERDNkSupport the showFollow me on X for daily updates: https://x.com/moving_charlie

"K" Shaped Economy: Market Momentum vs. Economic Headwinds In this episode of Something More with Chris Boyd and Jeff Perry, Brian Regan unpacks the bifurcated state of today's economy as he outlines a recent Q4 Economics and Market Outlook Webinar. While markets are soaring, signs of slowing in job growth and rising debt tell a different story. We also dive into the constitutional debate over tariffs, explore how interest rates shape investment strategies, and revisit timeless market maxims like "Don't fight the Fed" and "The trend is your friend." Whether you are curious about portfolio fundamentals or the broadereconomic outlook, this conversation offers clarity and actionable insights. #SomethingMorePodcast #MarketInsights #EconomicTrends #InvestingWisely #FinancialPlanning #InterestRates #TariffsDebate #BullMarket #PortfolioStrategy #WealthManagement AMR Team Webinar | Q4 Economics and Market Outlook link: https://www.youtube.com/watch?v=Nz2oeEBDPm4&list=PLzxw58ckeLybSvPMh2C7p9dcRTL uyB3N6 For more information or to reach TEAM AMR, click the following-https://www.wealthenhancement.com/s/advisor-teams/amr    

On November 13th, 2025, Steve Grzanich shares today's potential market drivers:

Stan Wong, portfolio manager at Scotia Wealth Management, shares his outlook on North American Large Caps and ETFs.

Equity markets have stumbled after a strong momentum driven rally. Valuations appear stretched, meaning earnings growth remains critical. Today we discuss the bubble question, the resilience of the US economy, and review our latest asset allocation. Presented by Aymeric Forest CFA, Head of Investment Strategy. Hosted by Lorna Denny, Investment Specialist. This podcast is intended for professional investors, and must not be shared with a non-professional audience. Not for Retail distribution: This marketing communication is intended exclusively for Professional, Institutional or Wholesale Clients / Investors only, as defined by applicable local laws and regulation. Circulation must be restricted accordingly. This marketing communication does not constitute on the part of AXA Investment Managers a solicitation or investment, legal or tax advice. This material does not contain sufficient information to support an investment decision. It has been established on the basis of data, projections, forecasts, anticipations and hypothesis which are subjective. Its analysis and conclusions are the expression of an opinion, based on available data at a specific date. All information in this document is established on data made public by official providers of economic and market statistics. AXA Investment Managers disclaims any and all liability relating to a decision based on or for reliance on this document. All exhibits included in this document, unless stated otherwise, are as of the publication date of this document. Furthermore, due to the subjective nature of these opinions and analysis, these data, projections, forecasts, anticipations, hypothesis, etc. are not necessary used or followed by AXA IM's portfolio management teams or its affiliates, who may act based on their own opinions. Any reproduction of this information, in whole or in part is, unless otherwise authorised by AXA IM, prohibited. Past performance is not a guide to current or future performance, and any performance or return data displayed does not take into account commissions and costs incurred when issuing or redeeming units. References to league tables and awards are not an indicator of future performance or places in league tables or awards and should not be construed as an endorsement of any AXA IM company or their products or services. Please refer to the websites of the sponsors/issuers for information regarding the criteria on which the awards/ratings are based. The value of investments, and the income from them, can fall as well as rise and investors may not get back the amount originally invested. Exchange-rate fluctuations may also affect the value of their investment. Due to this and the initial charge that is usually made, an investment is not usually suitable as a short term holding. Issued in the UK by AXA Investment Managers UK Limited, which is authorised and regulated by the Financial Conduct Authority in the UK. Registered in England and Wales No: 01431068. Registered Office: 22 Bishopsgate London EC2N 4BQ In other jurisdictions, this document is issued by AXA Investment Managers SA's affiliates in those countries.

On November 12th, 2025, Dave Schwan, in for Steve Grzanich, shares today's potential market drivers:

Keith Richards, president and chief portfolio manager at ValueTrend Wealth Management, shares his outlook on Technical Analysis.

On November 11th, 2025, Kevin Wells, in for Steve Grzanich, shares today's potential market drivers:

Bruce Murray, CEO & CIO of Murray Wealth Group, shares his outlook on North American & Global Equities.

On November 10th, 2025, Steve Grzanich shares today's potential market drivers:

Gordon Reid, president & CEO of Goodreid Investment Counsel, shares his outlook on U.S. Equities.

Highlights: • Learn expert strategies for predicting S&P turning points confidently. • Discover key levels that signal rallies or sharp corrections. • Understand how VIX movements forecast big market swings. • See why sentiment shifts can ignite powerful year-end rallies. • Identify sector rotations that hint at major breakout moves. • Learn practical uses of RSI for timing reversals. • Explore how interest-rate trends drive stocks and bonds. • Hear actionable ideas in banks, metals, tech, and energy. • Get insights on spotting reversion-to-mean opportunities early. • Gain trading mindset tips from decades of real market experience.   TimingResearch.com Crowd Forecast News Episode #502, recorded at 4PM ET on November 10th, 2025. The full video and show notes available here: https://timingresearch.com/blog/2025/crowd-forecast-news-episode-502/   Lineup for this Episode: • The Option Professor of OptionProfessor.com   Bonus... [AD]

Stay updated with the latest in stock markets and economic news on November 10, 2025. In today's video, we cover:US Market Weekly PerformancePresident Trump's potential visit to IndiaIndia's growth outlook above 6.8%SEBI's warning on Digital GoldBritannia's entry into protein beveragesTata Motors acquires IvecoSwiggy's ₹10,000 crore fundraising planQ2 Results: Kalyan Jewellers, Credo Brands, Bajaj Auto, Trent, Amber Enterprises, NykaaMarket outlook for the week aheadKnowledge section with market insightsSubscribe for daily updates on financial markets, company results, and economic trends.#stockmarket #indiastockmarket #marketnews #financialnews #TrumpVisitIndia #indiagrowth #sebi #tatamotors #swiggy #q2results #investmentanalysis #dailymarketupdate #businessnews 00:00 Start00:39 US Market Weekly Performance05:10 Trump May Visit India05:36 India's Growth Outlook Above 6.8%06:21 SEBI Warns Against Digital Gold07:48 Britannia Enters Protein Beverages08:50 Tata Motors Buys Iveco10:20 Swiggy Plans ₹10,000 cr Fundraise11:02 Kalyan Jewellers Q2 Results11:49 Credo Brands Q2 Results13:09 Bajaj Auto Q2 Results13:41 Trent Q2 Results14:45 Amber Enterprises Q2 Results15:35 Nykaa Q2 Results16:50 Market Outlook for the Week17:53 Knowledge Section

In this week's Market Outlook, Andy Hruby sits down with Jarod Creed to break down the November 10–14 outlook. They discuss how post-harvest numbers and current insurance prices are shaping farm revenue strategies, why crop insurance and FSA programs could matter more for 2026 than 2025, and what producers should do now to plan for shifting cash flow timing. Jarod also shares insights on the soybean rally, corn's stubborn range, and how global trade dynamics with China may drive volatility heading into 2025.

In this exclusive webinar hosted by Michael Gayed of Lead-Lag Media, Jay Hatfield from Infrastructure Capital shares his market outlook for 2025 — including why he believes the Fed will have to cut rates, why housing hasn't crashed, and why the next market move could surprise to the upside.Jay breaks down:Why the Fed has caused nearly every post-WWII recessionHow inflation is finally cooling (and why CPI is misleading)The real reason the U.S. avoided a recession in 2024His S&P 500 target of 7,000 for 2025Bullish takes on housing, tech, small caps, and preferredsWhy regional banks and credit fears are overblownHis contrarian forecast for the U.S. dollar and Treasury yieldsLead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise.#Markets #Investing #FederalReserve #InterestRates #JayHatfield #MichaelGayed #InfrastructureCapital #StockMarketOutlookStart your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEsSpotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive. Foodies unite…with HowUdish!It's social media with a secret sauce: FOOD! The world's first network for food enthusiasts. HowUdish connects foodies across the world!Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!HowUdish makes it simple to connect through food anywhere in the world.So, how do YOU dish? Download HowUdish on the Apple App Store today:

Jim's back for Week 46, and he's doubling down on his "red week" prediction. After correctly calling last week's dip and selling his Tesla (TSLA) and Nvidia (NVDA) shares, he explains why he thinks the market has more room to fall—even with the good news on Elon Musk's pay package.He's not all bearish, though. Jim shares three stocks that both analysts and his proprietary system flag as "future winners" with massive long-term potential (we're talking 1000%+).Stocks & Topics in This Episode:Guardant Health (GH): A long-term play that analysts love, but Jim says to wait for a dip to the $75 level before buying.Applied Digital (APLD): An AI-related stock he's watching for an entry "instantly" if it hits his $26 target.Astronics (ATRO): Another pick with huge analyst upside (1000% in 21 months?) that looks ready to move.Plus, Jim gives his macro outlook, explaining why he's betting on a stronger US Dollar and avoiding European markets. He also provides an update on his $1000 Challenge, which is now over $5,000 thanks to his heavy bet on NIO.Stock Market, Investing, Trading, Stock Picks, Technical Analysis, Market Outlook, AI Stocks, Stocks to Buy, Guardant Health, GH, Applied Digital, APLD, Astronics, ATRO, NIO, Tesla, TSLA, Nvidia, NVDA, Stockinvest.us, Finance, Economy

On November 7th, 2025, Steve Grzanich shares today's potential market drivers:

John Zechner, chairman & founder at J. Zechner Associates, shares his outlook on North American Large Caps.

Christine Poole, co-chief investment officer at Davis Rea, shares her outlook on North American Large Caps.

Today we're joined by longtime friend, veteran trader, and market thinker Dr. Larry Jacobson for a wide-ranging deep dive into the state of today's financial markets — and what may be coming next. We'll break down:

On November 6th, 2025, Steve Grzanich shares today's potential market drivers:

On November 5th, 2025, Steve Grzanich shares today's potential market drivers:

Kim Bolton, president & portfolio manager at Black Swan Dexteritas, shares his outlook on Technology Stocks.

On November 4th, 2025, Steve Grzanich shares today's potential market drivers:

Ernest Wong, head of research at Baskin Wealth Management, shares his outlook on Canadian & Global Large Caps.

The November 3 edition of the AgNet News Hour delivered a mix of optimism and realism as hosts Nick Papagni and Josh McGill recapped the week's biggest ag stories and welcomed back Sonny Toor, owner of Valley Pride Ag Company, for a deep dive into the state of California's almond industry.   Toor, known for his steady outlook even in tough markets, joined the show to discuss crop forecasts, pricing trends, and how trade and weather are shaping grower returns. He confirmed that this year's almond crop is trending slightly below 2.7 billion pounds, down from last year's 2.73 billion, as higher damage rates and lower net edible yields take effect. “There's good product out there,” Toor said, “but the actual sellable volume is smaller, which helps support prices.”   He noted that market panic early in the season — driven by a July estimate near 3 billion pounds — caused prices to tumble almost 80 cents per pound. But as the harvest came in shorter than expected, markets began to firm up again. “We're moving closer to a fair market price,” he explained. “The last three years have been tough on growers, but the pendulum is swinging back toward balance.”   Toor also credited strong export demand and reduced supply as factors keeping prices stable through the winter. However, he warned that the strong U.S. dollar could slow export sales. “A strong dollar hurts us,” he said. “But the good news is that California almonds are irreplaceable — no one grows like we do.”   When asked about tariffs, Toor said he supports President Trump's current trade approach with Europe and Asia. “He's been smart about avoiding counter-tariffs on U.S. almonds,” Toor said. “That's helped keep demand steady. We just need fair deals and continued access to our export markets.”   He also discussed the need for the Almond Board and USDA to rethink the way they estimate annual yields. “The current system is outdated,” he said. “It's time to rely on real data and industry collaboration instead of one-size-fits-all projections.”   Beyond economics, Toor emphasized advocacy and education. Valley Pride Ag has launched programs that bring schoolchildren to almond orchards and processing plants to learn firsthand about farming. “If kids see where their food comes from, they understand how important it is,” he said. “That's how we build the next generation of ag leaders.”   Papagni and McGill closed the show with an enthusiastic call for farmers to join in that effort. “Every grower can make a difference just by opening their gates and showing kids what farming looks like,” Papagni said. “That's how we protect the future of California agriculture.”

The Blue Jays were swinging for the fences, but investors are facing numerous curveballs of their own. In our latest episode of Investments Unplugged, Kevin and Macan step up to the plate to tackle some of the most frequently asked questions from the road: the real impact of the U.S. government shutdown, the rally in gold prices, and what's really driving bond yields. To add a festive twist, our dynamic hosts also go off- script to share their thoughts on trick-or-treating budgets, Halloween candies, and costume trends. Tune in for recent market developments—and enjoy a few treats along the way.

On November 3rd, 2025, Steve Grzanich shares today's potential market drivers:

Dan Rohinton, portfolio manager at iA Global Asset Management, shares his outlook on Canadian & Global Large Caps.

In this week's Market Outlook, Chris Barron sits down with Jim McCormick of AgMarket.net to break down the first full week of November. They discuss mixed yield results as harvest wraps up, with soybeans outperforming expectations and corn yields slipping due to late-season heat and disease. The conversation dives deep into the new U.S.–China trade agreement, its impact on soybean demand, and concerns over whether China will follow through. Jim also shares market strategies for producers—how to approach soybean and corn sales, what basis improvements to watch for, and how fund activity and global money flow could drive volatility. Tune in for a timely, pragmatic look at where grain markets could head next.

On October 31st, 2025, Steve Grzanich shares today's potential market drivers:

On October 30th, 2025, Steve Grzanich shares today's potential market drivers:

On October 29th, 2025, Steve Grzanich shares today's potential market drivers:

Diving deep in the state of the markets with VanEck CEO Jan van Eck. In today's Market Outlook, VanEck CEO Jan van Eck joins CoinDesk's Jennifer Sanasie to break down the current state of bitcoin, Ethereum, prediction markets, and infrastructure, sharing his target for BTC's price by the end of 2025. He also discusses the transformational impact of the GENIUS Act and how the timeline for market structure may impact investor outlook. - Break the cycle of exploitation.Break down the barriers to truth.Break into the next generation of privacy.Break Free.Free to scroll without being monetized.Free from censorship.Freedom without fear.We deserve more when it comes to privacy. Experience the next generation of blockchain that is private and inclusive by design.Break free with Midnight, visit ⁠https://midnight.network/break-free⁠ - Bridge simplifies global money movement. As the leading stablecoin issuance and orchestration platform, Bridge abstracts away blockchain complexity so businesses can seamlessly move between fiat and stablecoins. From payroll providers and remittance companies to neobanks and treasury teams, Bridge powers payments, savings, and stablecoin issuance for thousands – like Shopify, Metamask, Remitly, and more.URL: ⁠⁠https://hubs.ly/Q03KGbRK0⁠ - OwlTing (Nasdaq: OWLS) is building invisible rails for global payments. With OwlPay, businesses and users can bridge fiat and stablecoins, send money instantly across borders, and access stablecoin checkout at lower costs. Licensed worldwide, OwlTing delivers secure, compliant, and regulated infrastructure for the digital economy. Learn more at ⁠https://www.owlting.com/portal/?lang=en&utm_source=CoinDesk&utm_medium=cpc&utm_campaign=CoinDesk_Banner⁠.- This episode was hosted by Jennifer Sanasie.

Diving deep in the state of the markets with VanEck CEO Jan van Eck. In today's Market Outlook, VanEck CEO Jan van Eck joins CoinDesk's Jennifer Sanasie to break down the current state of bitcoin, Ethereum, prediction markets, and infrastructure, sharing his target for BTC's price by the end of 2025. He also discusses the transformational impact of the GENIUS Act and how the timeline for market structure may impact investor outlook. - Break the cycle of exploitation.Break down the barriers to truth.Break into the next generation of privacy.Break Free.Free to scroll without being monetized.Free from censorship.Freedom without fear.We deserve more when it comes to privacy. Experience the next generation of blockchain that is private and inclusive by design.Break free with Midnight, visit ⁠https://midnight.network/break-free⁠ - Bridge simplifies global money movement. As the leading stablecoin issuance and orchestration platform, Bridge abstracts away blockchain complexity so businesses can seamlessly move between fiat and stablecoins. From payroll providers and remittance companies to neobanks and treasury teams, Bridge powers payments, savings, and stablecoin issuance for thousands – like Shopify, Metamask, Remitly, and more.URL: ⁠⁠https://hubs.ly/Q03KGbRK0⁠ - OwlTing (Nasdaq: OWLS) is building invisible rails for global payments. With OwlPay, businesses and users can bridge fiat and stablecoins, send money instantly across borders, and access stablecoin checkout at lower costs. Licensed worldwide, OwlTing delivers secure, compliant, and regulated infrastructure for the digital economy. Learn more at ⁠https://www.owlting.com/portal/?lang=en&utm_source=CoinDesk&utm_medium=cpc&utm_campaign=CoinDesk_Banner⁠.- This episode was hosted by Jennifer Sanasie.

In the finale of our Private Markets Outlook series, we sit down with Co-President and Chief Investment Officer Mike Kelly for an in-depth look into the new investing imperative in private markets. Mike joins Research team members Alan Flannigan and Andrew Korz to explore the shift from disinflation and low rates to today's environment of volatility, inflation and uncertainty. He gives insights into how private markets offer new opportunities for growth, diversification and operational value creation—especially in the U.S. middle market.  The Private Markets Outlook podcast series from Future Standard features special guests and portfolio managers from across our firm, each bringing unique perspectives on private equity, private credit and real estate. Get more private markets insights at futurestandard.com/insights  Follow the value, not the herd: The new private markets imperative Q4 U.S. economic outlook: Artificial intelligence, real economic impact U.S. exceptionalism at a crossroads Have a question for our experts? Text us for a chance to have your questions answered on the next episode.To watch the video version, go to https://www.youtube.com/@futurestandard_fs For more research insights go to https://futurestandard.com/insights

Jeremy and Greg discussed the challenges of trading on market headlines, the importance of understanding market fundamentals, and farmers' emotional attachment to their crops and the challenge of selling at the right time.