Podcasts about markets

While Israel's Iron Dome crumbles under sustained Iranian barrages and Netanyahu brags about destroying Amalek worldwide, our treasonous “leaders” are prepping the draft to send your sons to die so Bibi can build his Third Temple empire on mountains of goyim corpses. Jeff Berwick blasts through to unmask the Zionist Satanic overlords behind Epstein's hits on Tzla inventors, phony Iran escalations, and chemtrail mass murder plots while burying plasma healing tech that's nuking vax injuries and arming us against their globalist nightmare.

Markets are underestimating the gravity of what's unfolding in the Middle East, but Bitcoin is showing signs it might be pricing in the inevitable response.

Gas prices are spiking in the US. Markets are crashing. The whole world will pay for this war. This episode was produced by Kelli Wessinger and Avishay Artsy, edited by Amina Al-Sadi, fact-checked by Andrea Lopez-Cruzado, engineered by Patrick Boyd and David Tatasciore, and hosted by Noel King. Gas prices on Monday in Los Angeles. AP Photo/Damian Dovarganes. Listen to Today, Explained ad-free by becoming a Vox Member: vox.com/members. New Vox members get $20 off their membership right now. Transcript at ⁠vox.com/today-explained-podcast.⁠ Learn more about your ad choices. Visit podcastchoices.com/adchoices

After oil prices climbed to nearly $120 a barrel yesterday, Donald Trump signalled a possible abrupt end to the conflict in Iran. Markets calmed, but the course of the war remains unclear. Why China's government has said little about Iran. And how a hippy grocery store became America's swankiest supermarket.Guests and host:Edward Carr, deputy editor of “The Economist”Simon Rabinovitch, Beijing bureau chiefAvantika Chilkoti, global business correspondent Rosie Blau, host of “The Intelligence”Topics covered: Iran, Donald Trump, Brent Crude, financial markets, Asia, oil shockChinese foreign policy, Wang YiErewhon, food prices, supermarketsListen to what matters most, from global politics and business to science and technology—Subscribe to Economist Podcasts+For more information about how to access Economist Podcasts+, please visit our FAQs page or watch our video explaining how to link your account.  Hosted on Acast. See acast.com/privacy for more information.

After oil prices climbed to nearly $120 a barrel yesterday, Donald Trump signalled a possible abrupt end to the conflict in Iran. Markets calmed, but the course of the war remains unclear. Why China's government has said little about Iran. And how a hippy grocery store became America's swankiest supermarket.Guests and host:Edward Carr, deputy editor of “The Economist”Simon Rabinovitch, Beijing bureau chiefAvantika Chilkoti, global business correspondent Rosie Blau, host of “The Intelligence”Topics covered: Iran, Donald Trump, Brent Crude, financial markets, Asia, oil shockChinese foreign policy, Wang YiErewhon, food prices, supermarketsListen to what matters most, from global politics and business to science and technology—Subscribe to Economist Podcasts+For more information about how to access Economist Podcasts+, please visit our FAQs page or watch our video explaining how to link your account.  Hosted on Acast. See acast.com/privacy for more information.

Stew rips the mask off Trump's Zionist puppet regime. Over the weekend, more American bodies piled up in Israel's endless Middle East war – a conflict Trump vows won't end until Netanyahu says so. Uncensored.AI founder J.D. Sharp joins Stew to expose how the Talmudic tribe controls churches, banks, Hollywood, media, and all mainstream AI to feed your sons into the war machine for their prophecy.

Our Chief Cross-Asset Strategist Serena Tang discusses how rising oil prices and geopolitical tensions could make stocks and bonds move in the same direction, challenging one of the key principles of portfolio diversification.Read more insights from Morgan Stanley.----- Transcript -----Welcome to Thoughts on the Market. I'm Serena Tang, Morgan Stanley's Chief Cross-Asset Strategist. Today: what happens if your main diversification strategy suddenly stops working because of oil price moves? It's Tuesday, March 10th, at 10am in New York. For decades, investors have relied on the idea that stocks and bonds return tend to move in opposite directions. When equities fall, bonds often rise, helping cushion portfolio losses. But that relationship isn't guaranteed. Between 2021 and 2023, coming out of the pandemic, stocks and bonds sold off together, and the traditional 60/40 equity-bond portfolio suffered its worst annual performance in nearly a century. Now, recent geopolitical tensions and rising oil prices are raising a familiar concern for investors: Could that uncertainty dynamic return? At first glance, oil prices may seem like a narrow commodity story. But in reality, they can shape the entire macroeconomic environment. The classic negative correlation between stocks and bonds depends on a fairly simple economic pattern: growth and inflation moving in the same direction. When economic growth accelerates, inflation often rises as well. In that environment, equities may perform well while bonds weaken. But when growth and inflation move in opposite directions, the relationship between stocks and bonds can flip. That's what happened coming out of the pandemic. Bond investors worried about rising inflation, while equity investors were worried about slowing growth. In that scenario, both asset classes' returns declined at the same time.A sustained oil price shock could potentially recreate those conditions. Higher oil prices can push up inflation while also weighing on economic activity – a combination that economists often refer to as stagflation. If markets begin to price in that kind of environment again, the relationship between stocks and bonds could shift back toward that less favorable regime. Despite recent volatility tied to tensions in the Middle East, the relationship between stocks and bonds today still largely reflects the traditional pattern. Overall, stock-bond returns correlation remains negative, meaning bonds can still help diversify equity risk. In fact, correlations between U.S. stocks and 2-year Treasury returns have been trending negative since 2024, and on a longer-term basis they are now extremely negative relative to the past three years. But the key point here is that not all bonds behave the same way. Many investors think of government bonds as a single asset class. But the maturity of the bond – how long it takes to repay – matters a lot for diversification. Shorter-dated bonds, such as 2-year U.S. Treasuries, have maintained stronger negative correlations with equities. Longer-dated bonds, however – particularly the 30-year Treasury – have behaved a bit differently. Their correlation with stocks has been stickier and less negative, partly because markets increasingly view longer-dated bonds as risky. As a result, the difference between how 2-year and 30-year Treasuries move relative to stocks has remained unusually wide for several years. In recent days oil prices have been rising -- linked in part to concerns around the Strait of Hormuz. That's pushing up yields at the front end of the Treasury curve, creating what's known as a bear-flattening. In other words, short-term interest rates are rising faster than long-term ones, reflecting markets placing more emphasis on inflation risks. And that brings us to the key questions for investors: Which risks will dominate from here – is it going to be higher inflation or slower growth? The answer could determine which assets provide better diversifications in the months ahead. So the takeaway is this: Higher oil prices and geopolitical risks could increase the chances that stocks and bonds move together again. But diversification isn't disappearing. It's just becoming more nuanced. For investors, the real question isn't whether bonds diversify portfolios. It's which bonds do. 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.

Rob Hadick and Gracy Chen dig into Bitget's universal exchange shift as more crypto exchanges look to become an “everything app.” Plus, Gracy lets slip details of U.S. plans and how it ties to its transfer of BGB ownership. Bits + Bips is spreading its wings Starting soon, new episodes will only be published on our brand‑new feeds. What you need to do: Click the links below. ⁠YouTube⁠ ⁠Apple⁠ ⁠Spotify⁠ ⁠X⁠ Smash Follow or Subscribe.

The Hidden Lightness with Jimmy Hinton – When geopolitical tensions escalate into war, the immediate reaction is almost always the same: volatility. Markets fall sharply, investors panic, and many people begin asking the same frightening question: Could my retirement account go to zero? The most important takeaway for everyday Americans is simple: short-term market turmoil does not...

MeidasTouch host Ben Meiselas reports on Donald Trump refusing to acknowledge the rising death toll of US troops in his Iran war or the severity of the damage he has done to the United States economy and to the economies of countries accross the world. Remember to subscribe to ALL the MeidasTouch Network Podcasts: MeidasTouch: https://www.meidastouch.com/tag/meidastouch-podcast Legal AF: https://www.meidastouch.com/tag/legal-af MissTrial: https://meidasnews.com/tag/miss-trial The PoliticsGirl Podcast: https://www.meidastouch.com/tag/the-politicsgirl-podcast Cult Conversations: The Influence Continuum with Dr. Steve Hassan: https://www.meidastouch.com/tag/the-influence-continuum-with-dr-steven-hassan The Weekend Show: https://www.meidastouch.com/tag/the-weekend-show The Ken Harbaugh Show: https://meidasnews.com/tag/the-ken-harbaugh-show Majority 54: https://www.meidastouch.com/tag/majority-54 On Democracy with FP Wellman: https://www.meidastouch.com/tag/on-democracy-with-fpwellman Uncovered: https://www.meidastouch.com/tag/maga-uncovered Learn more about your ad choices. Visit megaphone.fm/adchoices

Our CIO and Chief U.S. Equity Strategist Mike Wilson explains why history, technicals and fundamentals suggest a clearer runway for U.S. stocks six months out, despite geopolitical concerns.Read more insights from Morgan Stanley.----- Transcript -----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 be discussing the conflict in Iran and what it means for equities. It's Monday, March 9th at 11:30 am in New York. So, let's get after it. While most believe the current equity market correction began in February, it's clear to me that it actually began last fall when liquidity began to tighten. In fact, back in September I warned that the Fed was not doing enough with the balance sheet – and financial conditions were likely to tighten and cause some stress in equities. Starting in October, that stress manifested as a sharp correction in the most speculative parts of the equity market and crypto currencies. The Fed responded by ending its balance sheet reduction earlier than expected and restarting asset purchases which led to strong equity performance in January. At this point, the correction is very well advanced in both time and price, with many stocks down 30 percent, or more. Meanwhile, dispersion has rarely been higher with the spread between winners and losers the highest we have seen in 20+ years. As usual, the markets got it right by anticipating many of the concerns that are now obvious to all. The questions for equity investors now are what will the world look like in six months and are prices cheap enough to start assuming a better future? The short answer is not yet, but get your shopping lists ready. In many ways, we find ourselves in a very similar position to last year. Recall that the major indices started to accelerate lower in Late February and early March. The concern at the time was centered around tariffs, but like today, equity markets had already been trading poorly for months on concerns that had nothing to do with tariffs. This time around, markets have been worried about AI labor disruption, private credit defaults and liquidity shortages long before the Iran conflict escalated. Corrections typically don't end until the best stocks and highest quality indices get hit and that usually takes a bigger shock, like Liberation Day or war. That process has begun with the S&P 500 having its worst week since October. The other thing to consider is that market levels tend to be tied to where they were a year ago. This year-over-year comparison is very important when thinking about support. Given the sharp decline last year, it tells me we have another month during which the equity markets are likely to struggle. Based on this simple observation and other technical indicators, I think the S&P 500 could trade toward 6300 by early April before our favorable fundamental outlook can take hold again. Does this mean we shouldn't worry about the conflict in Iran taking oil prices sustainably above $100? No, but since no one seems to be able to predict the outcome of military conflicts or oil prices, I am not going to try either. Instead, I am going to assume that in six months, things have likely settled down after this initial surge, much like we saw after Russia invaded Ukraine. Importantly, the spike in oil prices is the result of a logistical logjam in the Straits of Hormuz rather than a shortage of supply. That logjam is a real constraint, but necessity is the mother of ingenuity and will likely be solved. Another reason to be optimistic six months out is the broadening in earnings growth, a trend that remains intact and a key call in our 2026 outlook. Secondarily, the US is much more resilient than Asia and Europe to an oil shock given its energy independence. This should attract investor flows back to the US. And finally, tax incentives for capital spending and tax cuts for individuals in the [One] Big Beautiful Bill should provide a positive offset to the higher oil prices in the short term. On the negative side, the flight to quality and safety could lead to more US dollar strength which is a headwind to global liquidity. Bottom line, oil and US dollar strength is likely to persist until the conflict simmers down. While much of the damage has likely been done to the most vulnerable parts of the equity market, the index remains vulnerable to another 5-7 percent downside in my opinion while crowded stocks could see double digit declines before a final low appears next month. Remember market lows happen faster than tops so be ready to add risk in anticipation of the bull market resuming later this year. 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!

In this episode, Scott Becker reviews five key market stories including stocks trending down amid oil price spikes and Fed uncertainty, while major private equity firms like Blackstone, KKR, and Apollo face steep year to date losses.

What's driving the markets as geopolitical tensions rise with the NYSE's Michael Reinking. NYSE Senior Market Strategist and Head of the MAC Desk Michael Reinking joins CoinDesk's Jennifer Sanasie to break down what's driving markets as geopolitical tensions in the Middle East push oil prices sharply higher. Plus, he explains why the conflict is hitting Asia harder than the US, how volatility is triggering de-risking across asset classes, and what the surprising resilience in crypto and mega-cap tech could signal. - This episode was hosted by Jennifer Sanasie.

Unpacking the stablecoin yield fight and the quantum threat to bitcoin with DACFP Founder Ric Edelman. Digital Assets Council of Financial Professionals Founder, and Author of The Truth About Crypto, Ric Edelman joins CoinDesk's Jennifer Sanasie to discuss why the crypto industry needs to compromise with the banking lobby to pass the Clarity Act. He explains why stablecoin yield isn't the "hill to die on" and how legislative certainty could trigger a massive bull run toward $500,000 bitcoin. Plus, Ric debunks the quantum threat to the bitcoin. - Timecodes: 01:00 — The Stablecoin Yield Fight Is Not "The Hill to Die On"02:36 — Will the Clarity Act Pass Before Midterms?04:23 — Is Crypto Done? 06:48 — Debunking the Quantum Computing Threat to Bitcoin08:51 — Ric's Personal Recommendation: The 40% Crypto Allocation09:50 — What Does the Future of Tokenization Look Like? - This episode was hosted by Jennifer Sanasie.

As the US and Israel's war on Iran enters its second week, concerns are rising about surging oil prices.Crude has jumped above $100 a barrel and stock markets slumped over the escalating US-Israeli war with Iran. What are the effects likely to be?Also in the programme: We'll profile Iran's new Supreme Leader, the son of the former cleric; we'll hear how the war is affecting daily life in the Gulf state of Qatar; and how the master artists of ancient Egypt may have invented correction fluid.(Photo shows smoke rising following a strike on the Bapco Oil Refinery on Sitra Island in Bahrain on 9 March 2026. Credit: Reuters)

Howie Kurtz on the ongoing conflict between the US/Israel and Iran,the firing of Kristi Noem as Homeland Security Secretary, and a federal judge's ruling against Kari Lake's appointment as head of the US Agency for Global Media. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Mar 9, 2026 – What if the secret to reversing the aging process wasn't found in a pill, but in the fundamental elements of nature? Jason Tebeau reveals the Superhuman Protocol, a groundbreaking three-step system designed to "recharge"...

Take a Network Break! Guest commentator Tom Hollingsworth joins Drew for today’s episode. We start with a double Red Alert from Cisco for its Secure FMC software. On the news front, Cato Networks adds adaptive threat prevention to its SASE offering that looks for seemingly innocuous signals that could add up to an attack, Google... Read more »

Crypto News: Crypto and Stocks dump as Oil prices spike. Expect market volatility. Trump's cyber strategy vows to 'support the security' of cryptocurrencies and blockchain.Brought to you by

Take a Network Break! Guest commentator Tom Hollingsworth joins Drew for today’s episode. We start with a double Red Alert from Cisco for its Secure FMC software. On the news front, Cato Networks adds adaptive threat prevention to its SASE offering that looks for seemingly innocuous signals that could add up to an attack, Google... Read more »

The Dow is coming off its biggest weekly slide in nearly a year, EP Wealth Advisor JD Nathan Rogers on planning for retirement, More on the next seminar Beyond the Noise: Navigating Wealth in Uncertain Times with EP Wealth Advisors CFP Stephanie Richman and JD Nathan Rogers at the Don Tatzin Community Hall Lafayette Library this Wednesday March 11th from 6:30pm to 8:30pm

Crypto rebounds as Bitcoin demonstrates strength against oil-driven global volatility and geopolitical risks, bolstered by major corporate buys like MicroStrategy's $1.3B addition and ETF inflows. Tokenization advances (Nasdaq-Kraken collab) and stablecoin funding highlight growing TradFi integration, while privacy tools get nuanced regulatory nods. Markets up modestly—watch macro signals like oil reserves and Fed cues.Sources:https://decrypt.co (Florida stablecoin bill, Kazakhstan reserves, BTC outflows, etc.—some carryover but updated context)https://www.coindesk.com (BTC resilience, MicroStrategy buy, Nasdaq/Kraken, KAST funding, Treasury on mixers)https://cointelegraph.com (oil shocks, BTC technicals, ETF inflows, MicroStrategy)https://coinmarketcap.com & https://www.coingecko.com (prices, market cap, movers) Hosted on Acast. See acast.com/privacy for more information.

Take a Network Break! Guest commentator Tom Hollingsworth joins Drew for today’s episode. We start with a double Red Alert from Cisco for its Secure FMC software. On the news front, Cato Networks adds adaptive threat prevention to its SASE offering that looks for seemingly innocuous signals that could add up to an attack, Google... Read more »

Unpacking the stablecoin yield fight and the quantum threat to bitcoin with DACFP Founder Ric Edelman. Digital Assets Council of Financial Professionals Founder, and Author of The Truth About Crypto, Ric Edelman joins CoinDesk's Jennifer Sanasie to discuss why the crypto industry needs to compromise with the banking lobby to pass the Clarity Act. He explains why stablecoin yield isn't the "hill to die on" and how legislative certainty could trigger a massive bull run toward $500,000 bitcoin. Plus, Ric debunks the quantum threat to the bitcoin. - Timecodes: 01:00 — The Stablecoin Yield Fight Is Not "The Hill to Die On"02:36 — Will the Clarity Act Pass Before Midterms?04:23 — Is Crypto Done? 06:48 — Debunking the Quantum Computing Threat to Bitcoin08:51 — Ric's Personal Recommendation: The 40% Crypto Allocation09:50 — What Does the Future of Tokenization Look Like? - This episode was hosted by Jennifer Sanasie.

What's driving the markets as geopolitical tensions rise with the NYSE's Michael Reinking. NYSE Senior Market Strategist and Head of the MAC Desk Michael Reinking joins CoinDesk's Jennifer Sanasie to break down what's driving markets as geopolitical tensions in the Middle East push oil prices sharply higher. Plus, he explains why the conflict is hitting Asia harder than the US, how volatility is triggering de-risking across asset classes, and what the surprising resilience in crypto and mega-cap tech could signal. - This episode was hosted by Jennifer Sanasie.

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Markets respond to fast moving geopolitical headlines and fresh swings in energy. Oil dominates the market conversation. Pippa Stevens tracks price moves while Helima Croft, Global Head of Commodity Strategy at RBC Capital Markets, breaks down supply risks, geopolitical crosscurrents and what it would take for crude to move higher or stabilize. Matt Stucky of Northwestern Mutual Wealth Management and Anastasia Amoroso of Partners Group assess the broader market setup and debate how investors should position amid volatility. Earnings from HPE add another data point for tech. Jason Furman, former Chair of the Council of Economic Advisers, weighs in on the Fed and the economic outlook. Dan Levy of Barclays explains how higher oil prices could ripple through the auto sector. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Markets are starting the year under pressure, with major indexes drifting into negative territory while investors grapple with a rapid-fire news cycle. In this episode, we break down why Netflix walked away from a potential acquisition of Warner Bros. Discovery after Paramount pushed the bidding higher, and why disciplined capital allocation—knowing your number and being willing to walk away—can be one of the most important lessons in business and investing. We also examine how Paramount's heavily leveraged deal could reshape the competitive landscape in streaming while potentially strengthening Netflix's long-term position.The conversation then shifts to the Iran war and its impact on global markets, including a historic surge in oil prices and the ripple effects across sectors like energy, defense, airlines, and consumer goods. We explore how geopolitical conflicts have historically influenced markets, why investors should be cautious about chasing headline-driven trades, and how disciplined long-term strategies often outperform emotional reactions. From oil spikes to market rotations and shifting consumer spending, this episode provides a framework for navigating volatility while staying focused on long-term investment success.*This podcast contains general information that may not be suitable for everyone. The information contained herein should not be construed as personalized investment advice. There is no guarantee that the views and opinions expressed in this podcast will come to pass. Investing in the stock market involves gains and losses and may not be suitable for all investors. Information presented herein is subject to change without notice and should not be considered as a solicitation to buy or sell any security. Rydar Equities, Inc. does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance.  Past performance is no guarantee of future results.

Markets confront rising volatility as oil surges and tensions around the Strait of Hormuz threaten global energy supply. Plus, strategists debate how long markets can absorb $100 oil and whether geopolitics could reignite inflation risks. And later, Anthony Pompliano argues Bitcoin is emerging as global financial insurance while warning the bigger economic threat may be deflation driven by AI, tariffs, and robotics. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Oil prices surge to almost $120bbl overnight before falling back to $108bbl. President Trump says he does not believe the market shock will be prolonged. The G7 reportedly considers a joint release of oil from strategic reserves while reports suggest that Saudi Aramco may offer oil on the spot market. The Nikkei and Kospi lead Asian equity losses while Europe and Wall Street look set for continued sell-off pressure. Iran has chosen Mojtaba Khamenei to succeed his father, Ali, as the country's Supreme Leader to defy President Trump selection wishes. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this episode, Scott Becker reviews five key market stories including stocks trending down amid oil price spikes and Fed uncertainty, while major private equity firms like Blackstone, KKR, and Apollo face steep year to date losses.

Fresh off the absolute victory for the Greens in Gorton and Denton, Ed Balls and George Osborne debate whether the betting markets - which accurately predicted the results - are reliable forecasters in elections in this week's EMQs. George ponders if, unlike official polling, it might be possible to influence the odds in your favour? Fellow ex-MP Gyles Brandreth asks the brutally honest question: did their careers peak when they were politicians? Despite all their success in podcasting and elsewhere, was being in government the best days of their lives? The pair debate the idea which ends up causing them to reminisce about Michael Gove's dog and a chicken named Gordon.Finally, Mayor of York and North Yorkshire David Skaith asks the best way a mayor can promote growth in their region, particularly one as rural as his. After offering David some useful ideas, the pair wander down a Wuthering Heights tangent and Ed gifts listeners with his slightly dubious Kate Bush impression. David also asks Ed for some personal advice on being a public figure with a stammer. We love hearing from you, so please don't forget to send all your EMQs to questions@politicalcurrency and make sure to include a voice note of your question.This podcast is sponsored by Chip. Join 400,000 customers building long term wealth. Also Chip have agreed that just for our listeners, for your first £10,000 deposited into Chip before midnight 20 March 2026, they'll give you a Fortnum & Mason hamper after holding it for 90 days - just head to getchip.uk/politicalcurrency.T&Cs apply, you must be a new Chip customer, over 18, a UK tax resident, and it's app only. Chip is a trading name of Chip Financial Limited. Savings products are provided by Clearbank and are protected up to the FSCS limit. When investing, your capital is at risk.Thanks for listening. To get episodes early and ad- free join Political Currency Gold or our Kitchen Cabinet. If you want even more perks including our exclusive newsletter, join our Kitchen Cabinet today:

AI could unlock India's digital economy and help make Indian companies smarter and more profitable. In this episode of The Core Report Special Edition, Financial Journalist Govindraj Ethiraj speaks with Akhilesh Tuteja, Partner & National Leader, Clients and Markets, KPMG India about AI in India, language AI, and how it could reshape India's digital economy and business growth.Artificial intelligence is transforming industries worldwide, but India may have a unique advantage. With a large population, diverse languages, and a growing startup ecosystem, it could unlock massive economic opportunity. Language AI could unlock India's digital economy by bringing millions of non English speakers into the digital ecosystem. Much of the internet today is still dominated by English content, leaving many Indians disconnected from the full benefits of the digital world. With AI powered translation, voice interfaces, and mobile first technologies, language AI could dramatically expand access and accelerate the growth of India's digital economy.The discussion explores how AI could make Indian companies smarter and more profitable by improving productivity, enabling faster decision making, and helping enterprises innovate at scale. From AI powered customer insights and hyper personalisation to automation, document processing, and enterprise intelligence, artificial intelligence is already changing how Indian businesses operate.The conversation also explores the future of India's IT services industry, the role of startups and innovation ecosystems, and why AI may initially disrupt markets before creating even greater value. Key topics in this episode:a) AI in Indiab) Language AIc) India digital economyd) Artificial intelligence in businesse) Productivity and innovation with AIf) AI startups Indiag) AI impact on IT services industryTimestamps:(00:00) Introduction(01:30) AI as a Gift and a Curse: The Paradox of Scale(03:12) Three Categories of Enterprise AI: Efficiency, Intelligence, and Growth (04:12) Hyper-personalisation in Retail: Customising Physical Products on the Fly (05:15) The Language Promise: Breaking Digital Boundaries for 90% of Indians (06:35) Why AI Might Destroy Value Before Creating $1.7 Trillion (09:12) The Future of IT Services: Legacy Debt and the Jevons Paradox of Code (12:25) India's Innovation Ecosystem: From Incubation Hubs to AI ApplicationIf you found this conversation on AI in India, language AI, and India's digital economy useful, don't forget to like the video, share it with others interested in artificial intelligence and business, and subscribe for more deep conversations on technology, economics, and the future of business.

On Episode 818 of The Core Report, financial journalist Govindraj Ethiraj talks to Ashima Tyagi, Economics Associate Director, Pricing & Purchasing at S&P Global Market Intelligence as well as Amit Pabari, Managing Director at CR Forex. We also feature an excerpt from our Weekend Edition conversation with Chintan Haria, Principal Investment Strategist at ICICI Prudential Asset Management Company Limited.SHOW NOTES(00:00) Stories of the Day(00:50) The most severe shock to energy markets since the 1970s(01:53) Indian markets recover from a fresh round of hammering as oil stabilises(06:26) Investing strategy in a shifting asset class time(08:26) Where could the rupee go next ?(14:13) Analysing demand and supply in India's steel industryFULL INTERVIEW with Chintan HariaRegister for India Finance and Innovation Forum 2026https://tinyurl.com/IFIFCOREFor more of our coverage check out ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠thecore.in⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Subscribe to our Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Follow us on:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Twitter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ |⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ |⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ |⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Linkedin⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ |⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Youtube⁠⁠⁠⁠⁠

Business and finance news from the Asia-Pacific. Crude oil surged above $100 a barrel for the first time since 2022 due to escalating hostilities in the Middle East and worsening strains on oil shipping, sending stocks and Treasuries lower. Brent climbed 18% to around $109 a barrel, adding to last week's 28% surge. Traders are braced for further upheaval with the Iran conflict entering a second week, major producers curbing output and traffic through the crucial Strait of Hormuz effectively halted. For more on how this affects the markets, we spoke to Paul Dobson, Executive Editor for Asia Markets. Plus - what does the oil surge mean for the economies in the Asia Pacific? We heard from Qian Wang, Vanguard Group Chief APAC Economist. She spoke to Bloomberg TV hosts, Haidi Stroud-Watts and Avril Hong. See omnystudio.com/listener for privacy information.

Australia's sharemarket has taken a hammering as investors voice concerns over the escalating conflict in the Middle East. After it resumed trading today, the ASX 200 slumped 260.30 points or 2.9 per cent to 8590.708 - and dropped by 4 percent overall. Australian correspondent Oliver Peterson says this is the worst day for the Australian markets since last year's 'Liberation Day'. LISTEN ABOVESee omnystudio.com/listener for privacy information.

This morning, Iran named Mojtaba Khamanei, the man President Trump said would be unacceptable in the post, as its new leader. The immediate market reaction was a spike in the price of Brent crude oil to nearly USD120 per barrel, and a pronounced selloff in Asian stock markets. These moves have since reversed somewhat after the Financial Times wrote that G7 leaders will have talks with the International Energy Agency today regarding a possible release of energy reserves. Richard Tang, Head of Research Hong Kong explains why positioning is driving Asian equity markets more than fundamentals right now, and looks beyond the fog of war to identify attractive Asian equity sectors. And Mensur Pocinci, Head of Technical Analysis focuses on what the charts reveal when it comes to the price of oil and the trajectory of US equity markets.(00:00) - Introduction: Jan Bopp, Product & Investment Content (01:18) - Markets wrap-up: Bernadette Anderko, Product & Investment Content (06:17) - Asia update: Richard Tang, Head of Research Hong Kong (11:27) - Technical Analysis update: Mensur Pocinci, Head of Technical Analysis (15:13) - Closing remarks: Jan Bopp, Product & Investment Content Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.

Stephen Grootes speaks to Feroz Basa, Head of Global Emerging Markets at Sanlam Investments, about the sharp surge in global oil prices as the expanding Middle East conflict disrupts supply and shipping routes. Brent crude briefly spiked above $119 a barrel, its highest level since 2022, as production cuts, damaged infrastructure, and the effective closure of the Strait of Hormuz tightened global energy markets. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.    Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 to 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa     Follow us on social media   702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702   CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

Siya Mbatha, Investment Analyst at Old Mutual Investment Group, goes through companies' news, local and international markets, with host Stephen Grootes. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.    Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 to 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa     Follow us on social media   702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702   CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

In a post-scarcity civilization where material needs are met, black markets don't vanish—they evolve. Explore why scarcity shifts to identity, risk, privacy, and desire.Get Nebula using my link for 50% off an annual subscription: https://go.nebula.tv/isaacarthurWatch my exclusive video Lazarus Protocols: https://nebula.tv/videos/isaacarthur-lazarus-protocols-reviving-civilizations-after-extinctionCheck out Abolish Everything https://nebula.tv/abolish?ref=isaacarthur

In a post-scarcity civilization where material needs are met, black markets don't vanish—they evolve. Explore why scarcity shifts to identity, risk, privacy, and desire.Get Nebula using my link for 50% off an annual subscription: https://go.nebula.tv/isaacarthurWatch my exclusive video Lazarus Protocols: https://nebula.tv/videos/isaacarthur-lazarus-protocols-reviving-civilizations-after-extinctionCheck out Abolish Everything https://nebula.tv/abolish?ref=isaacarthur

This week on The Necessary Conversation, we break down a chaotic and dangerous moment in U.S. politics: a rapidly expanding war with Iran, newly released FBI interview summaries tied to the Epstein investigation, the firing of Homeland Security Secretary Kristi Noem, and a weakening U.S. economy. We ask the questions many Americans are asking right now—and some the government doesn't want asked.⚔️ War With Iran EscalatesTrump's war with Iran intensified this week as missile and drone strikes spread across the Middle East, impacting U.S. bases and global oil shipping routes. Gas prices jumped, markets dropped, and the administration still has no clearly stated end goal for the conflict.We discuss:What the real objective of the war might beRising global tensions with Russia and China now backing IranThe growing cost of the war—estimated at $1 billion per dayWhether this conflict could spiral into a much larger global crisis

Check out host Bidemi Ologunde's new show: The Work Ethic Podcast, available on Spotify and Apple Podcasts.Email: bidemiologunde@gmail.comIn this episode, host Bidemi Ologunde explores the rapid rise of prediction and betting markets, and why more people are suddenly treating odds as a serious signal about the future. What is driving their mainstream adoption now? Why are platforms moving beyond sports into politics, economics, and war-risk speculation? And when markets start pricing everything from championship games to the possibility of conflict with Iran, are they revealing collective intelligence, or just turning uncertainty into entertainment?Sponsors and partners:Promeed: 100% mulberry silk pillowcases and bedding that feel incredibly soft, stay breathable, and are naturally gentle on hair and skin.SurviveX: professional-grade FSA/HSA eligible first aid and preparedness kits designed in Virginia, USA and produced in an FDA-registered facility.Alison US CA: Alison is the world's largest free online learning and skills-training platform, helping more than 50 million learners in 193+ countries build career-ready skills with 6,000+ free courses, certificates, and diplomas.eSign (iOS only): eSign is a clean, privacy-first document-signing app that works entirely on your device, letting you sign PDFs, DOCX files, images, and scans, edit and assemble pages, and export crisp 300 DPI PDFs in seconds, without accounts, cloud uploads, or compromising sensitive documents.Support the show

What do rising oil prices mean for the stock market? And why did foreign stocks fall so sharply this week? Plus, how did the war in the Middle East scramble the 60-40 portfolio? Host Hannah Erin Lang discusses the biggest stock moves of the week and the news that drove them. Sign up for the WSJ's free Markets A.M. newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Donald Trump is a documented child-molesting pedophile puppet who's dragging America into an illegal slaughterhouse war for Israel while covering up his own Epstein crimes! The Goyim are awake, these kid-killing Zionist traitors are exposed, and it's time we take this country back before they turn every American into cannon fodder for Greater Israel!   Ty Bollinger storms The Stew Peters Show with nukes on the Jewish-dominated censorship empire—deplatformed, demonetized, and targeted for blowing the lid off killer vaccines and Big Pharma's murder schemes.

What do rising oil prices mean for the stock market? And why did foreign stocks fall so sharply this week? Plus, how did the war in the Middle East scramble the 60-40 portfolio? Host Hannah Erin Lang discusses the biggest stock moves of the week and the news that drove them. Sign up for the WSJ's free Markets A.M. newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Markets can shift direction faster than the narratives used to explain them. In this episode, Niels and Alan unpack the sharp reversal in bond markets, the geopolitical tensions shaping energy prices, and the role of options flows in keeping equity indices pinned despite rising uncertainty beneath the surface. The conversation moves through recent hedge fund industry discussions in Miami, renewed interest in portable alpha and the total portfolio approach, and the growing influence of AI on economic thinking and policy debates. Along the way, they revisit the core role of trend following in portfolios, explaining why its value often appears precisely when traditional allocations struggle most.-----50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE-----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT's TRUE ? – most CIO's read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.Learn more about the Trend Barometer here.Send your questions to info@toptradersunplugged.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Alan on Twitter.Episode TimeStamps:00:00 – Introduction to the Systematic Investor Series01:38 – Bond market reversal and shifting macro narratives03:29 – Options flows and the pinning of equity indices10:13 – AlphaQuest closure and pressures in short term trading strategies15:14 – Crisis alpha and how trend differs from a 60/40 portfolio23:18 – Recent CTA performance and trend opportunities across markets25:23 – Key takeaways from the Miami hedge fund conference37:48 – AI, productivity, and the policy dilemma for the Fed46:40 – Political dynamics behind the potential Fed leadership shift50:13 – Trend following as the “midfield player” in portfolios58:08 – Building a portfolio of CTAs and the challenge of tracking indices01:07:20 – Is CTA beta stable enough to benchmark?Copyright © 2025 – CMC AG – All Rights Reserved----PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey:1. eBooks that cover key topics that you need to know about In my eBooks, I put together some key discoveries and things I have learnt during the more than 3 decades I have worked in the Trend Following industry, which I hope you will find useful. Click Here2. Daily Trend Barometer and Market Score One of the things I'm really proud of, is the fact that I have managed to published the Trend Barometer and Market Score each day for more than a decade...as these tools are really good at describing the environment for trend following managers as well as giving insights into the general positioning of a trend following strategy! Click Here3. Other Resources that can help youAnd if you are hungry for more useful resources from the trend following world...check out some precious resources that I have found over the years to be really valuable. Click HerePrivacy PolicyDisclaimer

Mar 6, 2026 – How much of an impact with the Iran war and spiking oil prices have on inflation, widely expected Fed rate cuts, and the markets? Jim Puplava sits down with renowned market strategist Jim Bianco for a wide-ranging discussion...

When you're sending troops to war, it seems like there are more important things to consider than how it will impact the stock market. However, it doesn't seem coincidental that this administration waited until the markets closed on a Friday to launch its attacks on Iran.Guest: Justin Wolfers, professor of economics and public policy at the University of MichiganWant more What Next TBD? Subscribe to Slate Plus to access ad-free listening to the whole What Next family and all your favorite Slate podcasts. Subscribe today on Apple Podcasts by clicking “Try Free” at the top of our show page. Sign up now at slate.com/whatnextplus to get access wherever you listen.Podcast production by Evan Campbell, and Patrick Fort. Hosted on Acast. See acast.com/privacy for more information.

#695: The U.S. lost 92,000 jobs in February, pushing unemployment to 4.4 percent.That result contradicts a different report released two days earlier showing 63,000 jobs added, leaving economists trying to square the circle. Many agree that we're in a "low hire, low fire" jobs environment.We walk through several major economic stories using a three-layer framework: the household economy, markets and policy, and long-term forces shaping the future.First, the household layer. Hiring has become uneven across sectors. Health care and education previously drove much of the job growth, but layoffs in those areas now appear in the data.Job openings have also fallen to 6.54 million, the lowest level since the pandemic began. Workers are switching jobs less often, and the pay bump for job-hopping has shrunk.Mortgage rates recently crossed 6 percent, influenced in part by rising Treasury yields and concerns about inflation. Gas prices climbed about 26 cents per gallon in a week, partly due to tensions affecting oil shipments through the Strait of Hormuz, which normally carries about one-fifth of global oil supply.The episode also looks at household finances. Six percent of workers in Vanguard plans took hardship withdrawals from their 401(k)s in 2025, up from five percent the year before. That increase suggests some households are leaning on retirement savings to manage financial stress.At the end of the episode, economist Dr. Ben Zweig, CEO of Revelio Labs, joins us to unpack the conflicting employment reports and explain why the labor market may look weaker than expected. He also discusses why health care hiring may be slowing and how economists interpret mixed signals across multiple labor data sources. (0:00) February jobs shock(1:02) Three-layer economy framework(2:03) BLS job losses explained(3:12) ADP vs BLS data gap(4:30) Job openings decline(5:39) Layoffs and AI cuts(7:15) Mortgage rates near 6 percent(8:26) Gas price spike(10:02) Markets react to oil shock(16:00) Record 401k withdrawals(19:30) Asset owners vs nonowners gap(21:22) Supreme Court tariff ruling(23:31) AI costs collapse, usage surge(27:03) Fed reactions to jobs report(33:33) Economist Ben Zweig interview Share this episode with a friend, colleagues, and your job recruiter: https://affordanything.com/episode695 Learn more about your ad choices. Visit podcastchoices.com/adchoices