Podcasts about market outlook

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Best podcasts about market outlook

Show all podcasts related to market outlook

Latest podcast episodes about market outlook

Ranch It Up
Why Cattle Need Trace Minerals Supplemented + 2025 Market Outlook

Ranch It Up

Play Episode Listen Later May 11, 2025 27:00


Should you supplement your herd with trace minerals? And what's ahead for the cattle markets in 2025? This week on The Ranch It Up Radio Show, hosts Jeff “Tigger” Erhardt and Rebecca Wanner aka BEC explore the science behind trace mineral supplementation and its impact on herd health, fertility, immunity, and calving success. Plus — Kirk Donsbach from StoneX Financial joins us for a deep dive into the current cattle market outlook to help producers make smart decisions for the fall and beyond. Featured Segment: Why Use Multimin® 90 in Cattle? Multimin® 90 is a unique injectable blend of zinc, copper, manganese, and selenium. It's backed by research to: Improve breeding outcomes Support healthier calves Enhance immune responses to vaccines

Bob Sirott
Associated Bank Market Outlook: 5/9/25

Bob Sirott

Play Episode Listen Later May 9, 2025


On May 9th, 2025, Steve Grzanich shares today's potential market drivers:

Bob Sirott
Associated Bank Market Outlook: 5/8/25

Bob Sirott

Play Episode Listen Later May 8, 2025


On May 8th, 2025, Steve Grzanich shares today's potential market drivers:

TD Ameritrade Network
Fed Holds Rates Steady: Market Outlook Points to Recession Risks

TD Ameritrade Network

Play Episode Listen Later May 7, 2025 8:06


With the Fed's decision to leave interest rates unchanged, Joe Hegener breaks down the macro implications and what it means for investors. He believes the rally in risk assets and equities will be short-lived, pointing to the yield curve pricing in a different story. Hegener also discusses the recession potential, which he believes markets already priced in.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Blunt Business
New Lake Capital Partners on the 2025 Financial Strategy and Market Outlook for Cannabis

Blunt Business

Play Episode Listen Later May 7, 2025 37:49


Anthony Coniglio of New Lake Capital Partners returns to Blunt Business to discuss the current state of the cannabis industry. Despite delays in federal reform and setbacks like the failed Florida ballot initiative, New Lake Partners maintains a strong financial position. Coniglio highlights the company's disciplined capital allocation strategy, focus on limited-licensed jurisdictions, and key performance indicators such as AFO and AFO payout ratio.The conversation also covers strategies for mitigating risks, monitoring market conditions, and exploring future opportunities tied to potential federal regulation and increased institutional investor interest.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Bob Sirott
Associated Bank Market Outlook: 5/7/25

Bob Sirott

Play Episode Listen Later May 7, 2025


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

Bob Sirott
Associated Bank Market Outlook: 5/6/25

Bob Sirott

Play Episode Listen Later May 6, 2025


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

SF Live
The U.S. Is 80% Broke, And No One Realizes It, The Fed Caused This, and Can't Fix It | Chris Whalen

SF Live

Play Episode Listen Later May 6, 2025 34:25


In this explosive episode, Chris Whalen, Chairman of Whalen Global Advisors and Wall Street veteran, delivers an unfiltered breakdown of what's next for the U.S. economy. From the Fed's policy blunders to a looming 20% housing market correction, Chris lays out what most analysts refuse to say. We cover the fintech credit crisis, inflation's true cause, commercial real estate's silent implosion, and why gold is set to become a central bank favourite again. Buckle up — this one's packed.#Gold #housingcrash #inflation ---------------------

Bob Sirott
Associated Bank Market Outlook: 5/5/25

Bob Sirott

Play Episode Listen Later May 5, 2025


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

The Ag View Pitch
#669 - "Market Signals & Planting Progress" - Weekly Market Outlook: May 5th - 9th

The Ag View Pitch

Play Episode Listen Later May 4, 2025 20:42


19 Minutes PodcastIn this episode, Chris talks with market analyst Joe Vaclavik during a critical planting window across the Corn Belt. They dive into planting progress, potential acreage shifts, and why the markets aren't reacting to early season delays. Joe offers insights on basis trends, interest rates, and how weather and policy could shift market dynamics. Tune in for actionable insights as farmers head into a pivotal 10-week stretch.

The Options Insider Radio Network
Volatility Views 630: Crushing Vol and Picking Fights

The Options Insider Radio Network

Play Episode Listen Later May 2, 2025 60:48


This episode delves into the recent volatility trends and provides an in-depth analysis of the current earnings season. The hosts Mark Longo, Andrew Giovinazzi (The Option Pit) and Russell Rhoads (Kelley School of Business, Indiana University) discuss the significant moves in VIX and related options, the impact of trade talks and jobs numbers, and the performance of various vol ETPs. Special guest Matt Amberson from ORATS joins to provide insights into earnings volatility and market expectations. Key discussions include the downturn in option-buying benefits during this earnings season and what to expect next in the volatility landscape.   01:05 Welcome to Volatility Views 03:21 Meet the Guests: Russell Rhodes and Andrew Azi 06:06 Volatility Review: Market Trends and Analysis 15:56 Earnings Volatility Report 24:41 VIX Futures and Market Indicators 32:30 Opening Banter and Market Commentary 32:41 Analyzing Recent Trades and Market Movements 33:24 Discussion on Rolling Trades and Market Sentiment 34:59 Unusual Trading Activity and Market Reactions 35:59 Volatility Products and Trading Strategies 38:33 VIX Options and Market Trends 44:01 Inverse Volatility Products and Market Outlook 52:23 Concluding Thoughts and Predictions  

KayneCast: Kayne Anderson Rudnick’s Podcast Channel
Tariffs Du-Jour (Episode #286: MCC Review of Q1 2024)

KayneCast: Kayne Anderson Rudnick’s Podcast Channel

Play Episode Listen Later May 2, 2025 8:44


Volatility Views
Volatility Views 630: Crushing Vol and Picking Fights

Volatility Views

Play Episode Listen Later May 2, 2025 60:48


This episode delves into the recent volatility trends and provides an in-depth analysis of the current earnings season. The hosts Mark Longo, Andrew Giovinazzi (The Option Pit) and Russell Rhoads (Kelley School of Business, Indiana University) discuss the significant moves in VIX and related options, the impact of trade talks and jobs numbers, and the performance of various vol ETPs. Special guest Matt Amberson from ORATS joins to provide insights into earnings volatility and market expectations. Key discussions include the downturn in option-buying benefits during this earnings season and what to expect next in the volatility landscape.   01:05 Welcome to Volatility Views 03:21 Meet the Guests: Russell Rhodes and Andrew Azi 06:06 Volatility Review: Market Trends and Analysis 15:56 Earnings Volatility Report 24:41 VIX Futures and Market Indicators 32:30 Opening Banter and Market Commentary 32:41 Analyzing Recent Trades and Market Movements 33:24 Discussion on Rolling Trades and Market Sentiment 34:59 Unusual Trading Activity and Market Reactions 35:59 Volatility Products and Trading Strategies 38:33 VIX Options and Market Trends 44:01 Inverse Volatility Products and Market Outlook 52:23 Concluding Thoughts and Predictions  

Bob Sirott
Associated Bank Market Outlook: 5/2/25

Bob Sirott

Play Episode Listen Later May 2, 2025


On May 2nd, 2025, Steve Grzanich shares today's potential market drivers:

Empire
Hivemind: Does Bitcoin Have More Fuel to Run?

Empire

Play Episode Listen Later May 1, 2025 56:39


This week, the Hivemind team discusses the crypto market rebound, Bitcoin's outperformance, and whether the rally has more fuel for higher. They also explore Solana's memecoin trading activity and DeFi growth, the Ethereum Foundations pivot, Hyperliquid's strategy, and Galaxy Digital's future Nasdaq uplisting. Enjoy! -- Start your day with crypto news, analysis and data from Katherine Ross and David Canellis. Subscribe to the Empire newsletter: https://blockworks.co/newsletter/empire Follow Ceteris: https://x.com/ceterispar1bus Follow Jose: https://x.com/ZeMariaMacedo Follow Yan: https://x.com/YanLiberman Follow Duncan: https://x.com/FloodCapital Follow Empire: https://x.com/theempirepod Subscribe on YouTube: https://bit.ly/4jYEkBx Subscribe on Apple: https://bit.ly/3ECSmJ3 Subscribe on Spotify: https://bit.ly/4hzy9lH Join us at Permissionless IV June 24th - 26th. Use code EMPIRE10 for 10% OFF! https://blockworks.co/event/permissionless-iv  Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (0:00) Introduction (1:25) Market Outlook (4:16) Does Bitcoin Have More Fuel to Run? (14:15) The Ethereum Foundation Pivots (23:23) Solana's Meme Activity & DeFi Growth (31:31) Potential Impact of a Solana ETF (38:26) Will Memes Continue to Outperform? (44:25) Hyperliquid's Staking Rollout (48:17) Thoughts on Metaplex and Sui (53:19) Galaxy Digital's Nasdaq Uplisting -- Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place Blockworks Research: https://www.blockworksresearch.com/ Free Daily Newsletter: https://blockworks.co/newsletter -- Disclaimer: Nothing said on Empire is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.

0xResearch
The Bull Case For Ethena's Ecosystem and the Helium Network | Round Table

0xResearch

Play Episode Listen Later May 1, 2025 76:13


In this episode, we discuss our current crypto market outlooks, Helium's efforts to decentralize telecom infrastructure, and Ethena's evolution into an institutional DeFi chain. We also discuss the state of decentralized AI, US regulatory impacts on DeFi, and macro influences shaping crypto markets heading into summer.Thanks for tuning in! As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice. -- Resources Helium: Decentralizing Telecom with Web3 Incentives: https://x.com/blockworksres/status/1912936629297397960 Ethena: Evolving into an Institutional DeFi Chain: https://x.com/blockworksres/status/1915088301083803936 -- Accelerate your app development on Algorand with AlgoKit 3.0—now with native TypeScript and Python support, visual debugging, and seamless testing. Build, test, and deploy smarter with tools designed for speed and simplicity.  Start building with AlgoKit today: https://algorand.co/algokit?utm_source=blockworkspodcast&utm_medium=banner&utm_campaign=algokit3&utm_id=algokit3&utm_term=algokit3 -- Ledger, the global leader in digital asset security, proudly sponsors 0xResearch! As Ledger celebrates 10 years of securing 20% of global crypto, it remains the top choice for securing your assets. Buy a LEDGER™ device now and build confidently, knowing your precious tokens are safe. Buy now on https://shop.ledger.com/?r=1da180a5de00. -- Missed DAS? Join us from June 24th-June 26th at Permissionless IV! Use Code 0x10 at checkout for 10% off! Tickets: https://blockworks.co/event/permissionless-iv -- Follow Daniel: https://x.com/_dshap Follow Nick: https://x.com/0xMetaLight Follow Danny: https://x.com/defi_kay_ Follow Blockworks Research: https://x.com/blockworksres Subscribe on YouTube: https://bit.ly/3foDS38 Subscribe on Apple: https://apple.co/3SNhUEt Subscribe on Spotify: https://spoti.fi/3NlP1hA Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ Join the 0xResearch Telegram group: https://t.me/+z0H6y2bS-dllODVh -- Timestamps: (0:00) Introduction (1:43) Market Outlook (9:48) Decentralizing Telecom With Helium (22:57) Ads (Algorand & Ledger) (23:37) Do DePIN Tokens Make Sense as Investments? (29:37) Ethena's Evolution (45:56) Ads (Algorand & Ledger) (46:59) Regulatory Impact on DeFi (54:36) Thoughts on the Current State of DeAI (1:12:11) Crypto's Outlook Heading Into Summer -- Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place Blockworks Research: https://www.blockworksresearch.com/ Free Daily Newsletter: https://blockworks.co/newsletter -- Disclaimer: Nothing said on 0xResearch is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Boccaccio, Danny, and our guests may hold positions in the companies, funds, or projects discussed.

KayneCast: Kayne Anderson Rudnick’s Podcast Channel
No Sector is Fully Protected (Episode #285: SCQV Review of Q1 2025)

KayneCast: Kayne Anderson Rudnick’s Podcast Channel

Play Episode Listen Later May 1, 2025 11:00


Bob Sirott
Associated Bank Market Outlook: 5/1/25

Bob Sirott

Play Episode Listen Later May 1, 2025


On May 1st, 2025, Steve Grzanich shares today's potential market drivers:

KayneCast: Kayne Anderson Rudnick’s Podcast Channel
Tariffs, the Talk of the Party (Episode #284: SCC Review of Q1 2025)

KayneCast: Kayne Anderson Rudnick’s Podcast Channel

Play Episode Listen Later Apr 30, 2025 8:26


Bob Sirott
Associated Bank Market Outlook: 4/30/25

Bob Sirott

Play Episode Listen Later Apr 30, 2025


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

Bob Sirott
Associated Bank Market Outlook: 4/29/25

Bob Sirott

Play Episode Listen Later Apr 29, 2025


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

KayneCast: Kayne Anderson Rudnick’s Podcast Channel
Managing Tariffs with Strong Businesses (Episode #283: GDY Review of Q1 2025)

KayneCast: Kayne Anderson Rudnick’s Podcast Channel

Play Episode Listen Later Apr 28, 2025 10:18


Bob Sirott
Associated Bank Market Outlook: 4/28/25

Bob Sirott

Play Episode Listen Later Apr 28, 2025


On April 28th, 2025, Steve Grzanich shares today's potential market drivers:

The Ag View Pitch
#667 - "Weather, Markets, and Planting Pace" - Weekly Market Outlook: Apr 28th - May 2nd

The Ag View Pitch

Play Episode Listen Later Apr 27, 2025 36:50


In this Ag View Pitch episode, Chris and Jeff Fichtelman dive into planting progress across the Eastern and Central Corn Belt, with updates from Ohio to Iowa. They discuss how fast farmers are moving, the challenges with weather forecasts, and the importance of spreading out planting windows. The conversation covers market expectations, the lack of a current weather premium in corn prices, the outlook for old and new crop sales, and the cautious optimism surrounding export demand. They also touch on geopolitical factors, wheat market pressures, and key strategies for farmers as we move into May. Tune in for a practical, real-world discussion packed with insights on grain marketing, crop conditions, and managing risk this season.

Real Estate Investing Abundance
Why self-storage investing yields higher returns than the stock market and is recession resilient with Fernando Angelucci - Episode 518

Real Estate Investing Abundance

Play Episode Listen Later Apr 26, 2025 38:02


We'd love to hear from you. What are your thoughts and questions?In this enlightening conversation, Dr. Allen Lomax interviews Fernando Angelucci, a seasoned self-storage syndicator, who shares his journey from traditional employment to becoming a successful real estate entrepreneur. The discussion covers various investment strategies in self-storage, including tax mitigation techniques, the advantages of being a limited partner, and the nuances of financing high-value off-market opportunities. Angelucci also explains the differences between equity and debt investing, the trend of converting big box retail spaces into self-storage facilities, and provides an optimistic outlook for the self-storage industry in the coming years.Main Points: Fernando Angelucci transitioned from a traditional job to real estate investing.Self-storage offers unique advantages like no tenants or maintenance.Tax strategies can significantly enhance returns in self-storage investments.Being a limited partner reduces risk and provides passive income.Financing strategies are crucial in acquiring off-market storage opportunities.Understanding the capital stack is essential for investors.Converting retail spaces to self-storage is a growing trend.Self-storage has shown resilience during economic downturns.The self-storage industry is expected to see continued growth.Investing in self-storage can provide better returns than the stock market.Connect with Fernando Angelucci:fernando@SSSE.comhttp://www.ssse.com/https://www.linkedin.com/in/thestoragestud/https://www.facebook.com/TheStorageStud/https://www.instagram.com/thestoragestudhttps://twitter.com/thestoragestud?lang=bn

KayneCast: Kayne Anderson Rudnick’s Podcast Channel
Why Solid Balance Sheets and Pricing Power Matter (Episode #282: SMID Review of Q1 2025)

KayneCast: Kayne Anderson Rudnick’s Podcast Channel

Play Episode Listen Later Apr 25, 2025 10:11


Bob Sirott
Associated Bank Market Outlook: 4/25/25

Bob Sirott

Play Episode Listen Later Apr 25, 2025


On April 25th, 2025, Steve Grzanich shares today's potential market drivers:

KayneCast: Kayne Anderson Rudnick’s Podcast Channel
Where is the Path Forward? (Episode #281: MCG Review of Q1 2024)

KayneCast: Kayne Anderson Rudnick’s Podcast Channel

Play Episode Listen Later Apr 24, 2025 14:13


Bob Sirott
Associated Bank Market Outlook: 4/24/25

Bob Sirott

Play Episode Listen Later Apr 24, 2025


On April 24th, 2025, Steve Grzanich shares today's potential market drivers:

Good Morning Hospitality
GMO: Outdoor Market Outlook, Big Bookings, and Fresh Acquisitions in 2025

Good Morning Hospitality

Play Episode Listen Later Apr 24, 2025 35:45


On this episode of Good Morning Outdoors, Matt Whitermore and Alex Burkett are back to cover the latest shifts shaping outdoor hospitality and travel. We kick things off with a look at the current state of the outdoor retail market and what growth or stability could look like in 2025, as reported by the Outdoor Industry Association. From shifting consumer behavior to strategic bets on product and brand alignment, we break down what it all means for operators and guests alike. Then we head into the world of deals and developments: Highway West Vacations expands its footprint with three new property acquisitions, and KCN acquires the Elizabethtown/Hershey KOA for $5.2 million. In innovation news, Pebble begins production of its flagship all-electric travel trailer—the Pebble Flow—and Azure Printed Homes celebrates three years in business with a successful third funding round, pointing to growing momentum in sustainable prefab design. We wrap with a look at Campspot's biggest booking week of 2025 and what the data reveals about demand, pricing, and traveler behavior heading into peak season. Tune in for insights, headlines, and real talk from the road—this week on Good Morning Outdoors. ---- Good Morning Hospitality is part of the Hospitality.FM Multi-Media Network and is a Hospitality.FM Original The hospitality industry is constantly growing, changing, and innovating! This podcast brings you the top news and topics from industry experts across different hospitality fields. Good Morning Hospitality publishes three thirty-minute weekly episodes: every Monday and Wednesday at 7 a.m. PST / 10 a.m. EST and every Tuesday at 8 a.m. CET for our European and UK-focused content. Make sure to tune in during our live show on our LinkedIn page or YouTube every week and join the conversation live! Explore everything Good Morning Hospitality has to offer: • Well & Good Morning Coffee: Enjoy our signature roast—order here! • Retreats: Join us at one of our exclusive retreats—learn more and register your interest here! • Episodes & More: Find all episodes and additional info at GoodMorningHospitality.com Thank you to all of the Hospitality.FM Partners that help make this show possible. If you have any press you want to be covered during the show, email us at goodmorning@hospitality.fm Learn more about your ad choices. Visit megaphone.fm/adchoices

Smart Property Investment Podcast Network
Trends and insights: Housing prices, rental growth, and market outlook

Smart Property Investment Podcast Network

Play Episode Listen Later Apr 24, 2025 43:12


In this episode of The Smart Property Investment Show, co-hosts Liam Garman and Emilie Lauer explore the latest in the Australian property market, from house and unit prices to rental movements and the potential impact of upcoming interest rate cuts. The duo discusses the latest quarterly report on house and unit price growth for each capital city. While house prices have risen for the ninth consecutive quarter, with regional areas outperforming capital cities, marking the longest period of growth since 2012–2015, unit prices fell slightly by 0.4 per cent across the combined capital cities, representing the first decline in two years. The co-hosts also report on the latest rental news for each state and territory, with national rents growing by 1.7 per cent over the March quarter – the slowest Q1 increase since 2019 – yet annual growth remains strong. Looking ahead, a potential Reserve Bank interest rate cut could boost market activity, though Emilie advises buyers to be financially prepared rather than rush in.

The Advisor Lab
Episode 163 Future Proof Conversations: Sean Allocca

The Advisor Lab

Play Episode Listen Later Apr 23, 2025 12:47


Sean Allocca is the Executive Editor of The Daily Upside, a leader in business journalism delivering economic and financial insights to over 1 million investors. We talked to Sean at Future Proof Citywide about the opportunity for advisors and their clients to invest in alternatives, and how advisors can stay informed on private market assets.

KayneCast: Kayne Anderson Rudnick’s Podcast Channel
Is the Tide Shifting Toward International Equities? (Episode #280: ISC Review of Q1 2025)

KayneCast: Kayne Anderson Rudnick’s Podcast Channel

Play Episode Listen Later Apr 23, 2025 10:49


Bob Sirott
Associated Bank Market Outlook: 4/23/25

Bob Sirott

Play Episode Listen Later Apr 23, 2025


On April 23rd, 2025, Steve Grzanich shares today's potential market drivers:

Bob Sirott
Associated Bank Market Outlook: 4/22/25

Bob Sirott

Play Episode Listen Later Apr 22, 2025


On April 22nd, 2025, Steve Grzanich shares today's potential market drivers:

The Ag View Pitch
#665 - “Planting Pace: Will Markets React?” Weekly Market Outlook, April 21-25.

The Ag View Pitch

Play Episode Listen Later Apr 21, 2025 43:13


19 Minutes PodcastJoin Mark Welch, a grain marketing specialist from Texas A&M, as he converses with Chris in this week's market outlook. They kick off by discussing planting progress, focusing on the varied conditions across regions: some areas are exceedingly wet, while others remain dry amid persistent cool temperatures. The forecast suggests a favorable week ahead, with the anticipation of accelerated planting activity.The discussion transitions to practical considerations for producers during the busy planting season. It's emphasized that now is an ideal time to place market offers, allowing them to work while attention to market movements may be diverted. The conversation expands to include topics such as tariffs, demand, geopolitical issues, and the potential for market facilitation payments. With numerous uncertainties prevailing, managing volatility could be crucial this year.

Bob Sirott
Associated Bank Market Outlook: 4/21/25

Bob Sirott

Play Episode Listen Later Apr 21, 2025


On April 21st, 2025, Steve Grzanich shares today's potential market drivers:

Bob Sirott
Associated Bank Market Outlook: 4/18/25

Bob Sirott

Play Episode Listen Later Apr 18, 2025


On April 18th, 2025, Steve Grzanich shares today's potential market drivers:

Fiduciary Insights
2025 Q2 Market Outlook Webinar

Fiduciary Insights

Play Episode Listen Later Apr 17, 2025 49:23


In our April 16, 2025 Market Outlook webinar, we discussed the current state of key Trump administration policy decisions, and our views on the direction of the economy and financial markets.  

Bob Sirott
Associated Bank Market Outlook: 4/17/25

Bob Sirott

Play Episode Listen Later Apr 17, 2025


On April 17th, 2025, Steve Grzanich shares today's potential market drivers:

KayneCast: Kayne Anderson Rudnick’s Podcast Channel
A Tumultuous Start to the Year (Episode #279: Market Review of Q1 2025)

KayneCast: Kayne Anderson Rudnick’s Podcast Channel

Play Episode Listen Later Apr 16, 2025 24:25


Bob Sirott
Associated Bank Market Outlook: 4/16/25

Bob Sirott

Play Episode Listen Later Apr 16, 2025


On April 16th, 2025, Steve Grzanich shares today's potential market drivers:

Bob Sirott
Associated Bank Market Outlook: 4/15/25

Bob Sirott

Play Episode Listen Later Apr 15, 2025


On April 15th, 2025, Steve Grzanich shares today's potential market drivers:

Retailistic
Retail Reset: Expert Insights on Surviving the 2025 Tariff Storm

Retailistic

Play Episode Listen Later Apr 15, 2025 26:21


TakeawaysThere has been a consistent flight to value in retail.Walmart's performance is influenced by tariff impacts.Consumers are shifting spending toward brands they trust.Retail strategies differ significantly among major players.Holiday inventory management is becoming increasingly complex.Dependence on China for manufacturing remains a critical issue.Economic volatility creates uncertainty in the market.Retail prices are expected to rise due to increased costs.Technology will play a crucial role in retail's future.Adaptability is essential for success in a changing market. Chapters00:00 This Week in Research: New Reports and Data00:25 Navigating Supply Chain Challenges06:20 Retail Strategies in a Volatile Market12:15 The Impact of Tariffs on Consumer Behavior17:38 The Future of Retail Technology21:05 Adapting to Change in Retail Read all Coresight Research coverage of tariffs here.

Securitization Insight
Ep75 - Auto loan ABS market: Outlook for 2025

Securitization Insight

Play Episode Listen Later Apr 14, 2025 23:26


Rahel Avigdor, Managing Director of Consumer ABS at KBRA, joins host Patrick Dolan to discuss trends in auto loan securitizations. Rahel provides her perspective on how the prime and sub-prime auto loan securitization markets performed in 2024, changes she may expect in these markets in 2025 under the Trump Administration, key ratings criteria for rating auto loan securitizations and any new features that she is seeing in auto loan securitizations.

The Ag View Pitch
#664 - "Forget Tariffs - Watch planting pace and weather." - Weekly Market Outlook: Apr 14th - 18th

The Ag View Pitch

Play Episode Listen Later Apr 13, 2025 36:17


19 Minutes PodcastJeremy and Steve Georgy - President of Allendale, Inc discuss the current state of corn demand and supply, the recent market trends, and the economic situation, with a focus on potential strategies and factors affecting various commodities.

Trading Perspectives: An Economic Podcast
Oakworth's Strategic Market Outlook: April 9, 2025

Trading Perspectives: An Economic Podcast

Play Episode Listen Later Apr 10, 2025 45:45


We have all heard the worst-case scenarios, and everyone is hoping for the best-case ones. However, what is the probable case scenario?  Oakworth Capital's Investment Committee discusses the recent market volatility and likely outcomes.

Creating Wealth Real Estate Investing with Jason Hartman
2295 Index Insights with Rahul Sen Sharma: Trade, Tariffs, and Market Outlook

Creating Wealth Real Estate Investing with Jason Hartman

Play Episode Listen Later Apr 9, 2025 24:45


Jason and Rahul Sen Sharma, an expert on indexes from Index (INDXX), discuss global economic shifts, trade wars, and the stock market. His company tracks over $20 billion in index-based assets, aiding companies in creating indexes, ETFs, and funds. He emphasizes focusing on long-term macro trends over daily market noise, highlighting "re-globalization" as a key shift driven by supply chain vulnerabilities and a desire for friendly-shoring and near-shoring. While tariffs may offer short-term benefits to some countries like India and Mexico, the focus should be on transformative trends like EVs, battery tech, renewables, and critical metals for long-term investment. He also touches on the importance of understanding index rulebooks due to performance divergences and addresses concerns about the S&P 500's concentration, suggesting the marketplace will dictate the need for alternative weighting. https://www.indxx.com/ #Indexes #Economy #TradeWar #Tariffs #StockMarket #Globalization #Reglobalization #Friendshoring #Nearshoring #Investment #Finance #ETFs #MarketTrends #Macroeconomics #RahulSenSharma #INDXX Key Takeaways: 1:28 Meet Rahul 2:16 Broad strokes and taking a macro view 5:11 Reglobalization 7:49 Level playing field 9:43 Where do we go from here 13:16 A difference in indexes 16:24 Self-indexing and the active managers 20:50 The big picture perspective   Follow Jason on TWITTER, INSTAGRAM & LINKEDIN Twitter.com/JasonHartmanROI Instagram.com/jasonhartman1/ Linkedin.com/in/jasonhartmaninvestor/ Call our Investment Counselors at: 1-800-HARTMAN (US) or visit: https://www.jasonhartman.com/ Free Class:  Easily get up to $250,000 in funding for real estate, business or anything else: http://JasonHartman.com/Fund CYA Protect Your Assets, Save Taxes & Estate Planning: http://JasonHartman.com/Protect Get wholesale real estate deals for investment or build a great business – Free Course: https://www.jasonhartman.com/deals Special Offer from Ron LeGrand: https://JasonHartman.com/Ron Free Mini-Book on Pandemic Investing: https://www.PandemicInvesting.com    

The Future of Water
Clarifying the Chaos in Washington: Answering Top Questions on U.S. Water Policy

The Future of Water

Play Episode Listen Later Apr 8, 2025 55:56


Policy in Washington is in flux—and our clients had questions. Lots of them. Following Bluefield's recent client webcast, Uncertain Times: The State of Water Policy in Washington, podcast host Reese Tisdale and Senior Research Director Greg Goodwin reconvene to answer the questions they didn't have time to address live. In this episode, they unpack critical developments shaping the water sector—from funding volatility and regulatory shifts to cross-border tensions and infrastructure outlooks. Topics covered, questions answered: Is Bluefield's market sizing number across main verticals total or annualized? If the San Francisco vs. EPA court decision will lead to more niche requirements, will permitting get more complicated? Are Chicago's US$15B consent decree costs included in the municipal total? Underestimated? What does a second Trump administration mean for the digital water market? Will agencies like USGS be affected too? Can you break down the US$13B in impounded funding? Which programs were impacted? Project 2025 and Mandy Gunasekara's take on increased SRF funding—realistic or contradictory? With Russian gas returning, how does U.S. Liquefied Natural Gas (LNG) outlook impact water markets? Is the Boundary Waters Treaty or International Joint Commission under threat? Are manufacturers reshoring due to political pressure? Has the federal share of water infrastructure funding declined—and where is it heading? If you enjoy listening to The Future of Water Podcast, please tell a friend or colleague, and if you haven't already, please click to follow this podcast wherever you listen. If you'd like to be informed of water market news, trends, perspectives and analysis from Bluefield Research, subscribe to Waterline, our weekly newsletter published each Wednesday. Related Research & Analysis: Uncertain Times: The State of Water Policy in Washington U.S. & Canada Water Policy Review: Key Developments and Market Outlook, H1 2025