Podcasts about markets

In this Money Talks: Felix Salmon is joined by journalist Mariana van Zeller, who has spent years reporting on black and gray markets around the world and has a new podcast, The Hidden Third, that delves into these powerful underground economies. They'll get into what Mariana has seen embedded with criminal operators, from the surprisingly mundane to the darker side of working outside the system. Join Slate Plus to unlock weekly bonus episodes. Plus, you'll access ad-free listening across all your favorite Slate podcasts. You can subscribe directly from the Slate Money show page on Apple Podcasts and Spotify. Or, visit slate.com/moneyplus to get access wherever you listen. Podcast production by Jessamine Molli and Cheyna Roth. Hosted on Acast. See acast.com/privacy for more information.

In this Money Talks: Felix Salmon is joined by journalist Mariana van Zeller, who has spent years reporting on black and gray markets around the world and has a new podcast, The Hidden Third, that delves into these powerful underground economies. They'll get into what Mariana has seen embedded with criminal operators, from the surprisingly mundane to the darker side of working outside the system. Join Slate Plus to unlock weekly bonus episodes. Plus, you'll access ad-free listening across all your favorite Slate podcasts. You can subscribe directly from the Slate Money show page on Apple Podcasts and Spotify. Or, visit slate.com/moneyplus to get access wherever you listen. Podcast production by Jessamine Molli and Cheyna Roth. Hosted on Acast. See acast.com/privacy for more information.

Oil sanctions have given rise to dark shipping, reshaping global energy flows and producing far-reaching economic consequences. --- In recent years, oil export sanctions have become a central tool of U.S. foreign policy, targeting major producers including Russia, Iran, and, until very recently Venezuela. These sanctions were designed to limit oil revenues, apply economic pressure, and create geopolitical leverage. But their real-world effects have proven more complex than many anticipated. A growing “shadow fleet” of oil tankers now operates alongside the conventional global shipping system. These vessels, often older and operating with opaque ownership and shifting registrations, transport sanctioned oil through networks designed to evade restrictions. Despite extensive sanctions, large volumes of this oil continue to reach global markets. In this episode, Penn economist Jesús Fernández-Villaverde examines how oil sanctions have contributed to the rise of dark shipping, and have become a lever in global great power competition. Drawing on new research, he explains how shadow oil flows reshape global markets, influence prices and industrial activity, and generate unintended outcomes. Jesús Fernández-Villaverde is a professor of economics and Director of the Penn Initiative for the Study of Markets at the University of Pennsylvania. Related Content Boomtowns in the Battery Belt: Risks and Opportunities of Clean Energy Investments in Smalls Towns of America https://kleinmanenergy.upenn.edu/research/publications/boomtowns-in-the-battery-belt-risks-and-opportunities-of-clean-energy-investments-in-small-towns-of-america/ Energy System Planning: New Models for Accelerating Decarbonization https://kleinmanenergy.upenn.edu/research/publications/energy-system-planning-new-models-for-accelerating-decarbonization/ Energy Policy Now is produced by The Kleinman Center for Energy Policy at the University of Pennsylvania. For all things energy policy, visit kleinmanenergy.upenn.edu.See omnystudio.com/listener for privacy information.

ทำไมตลาดหุ้นเอเชียถึงเติบโตโดดเด่นในปีที่ผ่านมา  ราคาหุ้นที่พุ่งขึ้นอย่างร้อนแรง แล้วหุ้นเอเชียยังน่าลงทุนไหม?  และโลกการลงทุนปี 2026 มีอะไรต้องจับตาบ้าง?  หาคำตอบใน Know The Markets รายการที่จะพาคุณไป “รู้ลึก รอบโลก เรื่องของการลงทุน” ให้ “ง่าย” กว่าที่คุณคิด กับคุณมทินา วัชรวราทร, CFA Head of Investment Strategy, KAsset และคุณเฟิร์น ศิรัถยา อิศรภักดี  #WealthMeUp #ให้เงินทำงาน  #KAsset #JPMAM #คำตอบที่ใช่ของการลงทุน #เอเชีย #หุ้น #หุ้นเอเชีย #จัดพอร์ตการลงทุน คำเตือน: ผู้ลงทุนโปรดทำความเข้าใจลักษณะสินค้า เงื่อนไขผลตอบแทน และความเสี่ยงก่อนตัดสินใจลงทุน ติดตามข้อมูล Know The Markets เต็มๆ ได้ที่ www.kasikornasset.com

With US markets closed for Presidents' Day and much of Asia shut for Lunar New Year, trading was thin yesterday and overnight, yet European equities still managed to edge higher. Swiss GDP data showed a slight rebound in Q4, although overall growth for 2025 remained below the historical average. Geopolitical developments also shaped sentiment, as investors digested the outcomes of the Munich Security Conference. Meanwhile, talks between Ukraine and Russia, as well as between Iran and the US, are taking place in Geneva today — highlighting how global politics continues to steer markets and keeping oil and gold firmly in the spotlight. On today's show, we were also joined by Manuel Villegas from Next Generation for an update on the crypto world, which has had a tough start to the new year.(00:00) - Introduction: Bernadette Anderko, Product & Investment Content (00:31) - Markets wrap-up: Lucija Caculovic, Product & Investment Content (06:29) - Digital Assets: Manuel Villegas, Next Generation Research (10:44) - Closing remarks: Bernadette Anderko, 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.

Iconic investors sit down with Morgan Stanley leaders to go behind the scenes on the critical moments – both successes and setbacks – that shaped who they are today.Watch and listen to the series on your favorite platform.

Markets seesawed over the past few weeks over fears that artificial intelligence will soon disrupt several industries, including software and financial services. As large language models reshape how brands reach consumers, traditional ad shops could also face pressure to reinvent themselves or get left behind. We'll dig in. But first, inflation cooled this winter, but will it warm up in the spring? We'll discuss how tariffs and energy costs could play a role.

Markets seesawed over the past few weeks over fears that artificial intelligence will soon disrupt several industries, including software and financial services. As large language models reshape how brands reach consumers, traditional ad shops could also face pressure to reinvent themselves or get left behind. We'll dig in. But first, inflation cooled this winter, but will it warm up in the spring? We'll discuss how tariffs and energy costs could play a role.

Crypto News: Wall Street giant Apollo deepens crypto push with Morpho token deal. Charles Schwab is staffing up to build its stablecoin. XRP outruns bitcoin, ether after investors piled into the recent crash. Brought to you by

Christopher Russell, Head of Tokenization and Chief Information Security Officer at tZERO Group, sat down with me for an interview at the Halborn Access 2026 Summit at the NYSE. We discussed how tZERO is helping TradFi institutions tokenize assets on-chain.Brought to you by

Clean Energy equities have comfortably outperformed the major indices in 2025.  Laurent and Gerard are joined by friend of the show Shanu Mathew, an equity portfolio manager everyone in the sector knows to unpack what's really driving this performance.  We begin by putting recent returns into a longer-term context — and by flagging an important caveat: some of the strongest results are coming from highly concentrated portfolios.  Shanu makes a critical distinction that often gets blurred in market commentary: equipment providers versus sellers of electrons. On one side sit companies like GE Vernova, Siemens Energy, Schneider Electric, Caterpillar — and the surprise guest, Bloom Energy. On the other are utilities and IPPs. The divergence is striking. Equipment manufacturers have gone ballistic; utilities have performed, but at a far more pedestrian pace.  The difference, unsurprisingly, is pricing power. Equipment suppliers — particularly those insulated from Chinese competition — have been able to push through aggressive price increases, turbocharged by surging demand from Hyperscalers. Utilities, by contrast, remain constrained by regulation, public scrutiny, and political pressure.  The result? Hyperscalers are increasingly looking to self-generation: reciprocating engines, fuel cells, and a growing enthusiasm for frontier technologies such as Enhanced Geothermal and Small Modular Reactors.  We walk through these alternatives, examine how public markets are valuing them today, and end where every cycle eventually leads us: Are we in a bubble? Or, as Chuck Prince, then CEO of Citigroup, famously put it on the eve of the 2008 financial crisis:“As long as the music is playing, you've got to get up and dance.”

Most retirement plans assume the dollar is stable because it has been stable for most of our lifetimes. But stability is a period, not a guarantee. And when the measuring stick changes, the measurement changes. This episode is not about collapse or fear. It is about whether your retirement plan still works if purchasing power behaves differently over the next 10, 20, or 30 years. Many families feel the tension right now. Markets can look calm while real life still feels expensive, especially in retiree-heavy categories like insurance, healthcare, and travel.We break down what the dollar is and what it is not. The U.S. dollar remains the world's primary reserve currency, and change typically happens at the margins, not through sudden abandonment. The dollar does not need to fail for planning assumptions to change. Then we talk about the shift most plans ignore. Since 1971, we have lived in a policy-driven purchasing power environment. That matters because retirees feel purchasing power risk first. Retirement turns income into withdrawals, withdrawals are fixed, and expenses are variable. You do not retire into an index. You retire into real life. We walk through the three risks that matter most for retired and near-retired families: purchasing power risk, sequence of returns risk, and policy risk. We also reframe the gold question and explain why forecasting the dollar is the wrong game. You do not need the right prediction. You need the right structure.Finally, we outline the AMG planning response: separating lifestyle capital from legacy capital, layering income sources across tax treatments, stress-testing withdrawals across inflation regimes, using real assets intentionally, and coordinating investments, taxes, and distribution strategy.The goal is not to be alarmed. The goal is to be prepared, so you can fund life with stability, regardless of what the next economic regime looks like.

AP's Lisa Dwyer reports that shoppers looking for traditional flowers for the Lunar New Year were out in force in Hong Kong.

02/16/26: Riaz Aziz is an Instructor of Economics at Concordia College, and has taught graduate and undergraduate courses in business, economics, management, finance, and entrepreneurship. Riaz is also the CEO of the Begunahi Foundation USA, which is dedicated to educating and empowering underprivileged women in India. (Joel Heitkamp is a talk show host on the Mighty 790 KFGO in Fargo-Moorhead. His award-winning program, “News & Views,” can be heard weekdays from 8 – 11 a.m. Follow Joel on X/Twitter @JoelKFGO.)See omnystudio.com/listener for privacy information.

U.S. Secretary of State Marco Rubio insists that Washington wants to reform rather than abandon the trans-Atlantic alliance. We speak exclusively to German foreign minister Johann Wadephul at the Munich Security Conference who says Rubio's speech assured the path of future cooperation. European equities are called higher while U.S. markets are shut for President's Day with A.I. concerns continuing to be felt across sectors. Japanese Q4 GDP disappoints, coming in at only 0.2 per cent on the year and far below expectations.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Oil markets continue to gyrate as shifting signals from Washington and Tehran fuel uncertainty ahead of the next round of nuclear talks in Oman. Mixed rhetoric from both sides has left Brent caught between easing risk premium and renewed geopolitical tension, with traders closely watching for clearer direction. Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec

Doomberg stops by the Energy News Beat and Energy Impacts podcast with Stu Turley and David Blackmon. We are going to cover some of Doomberg's current articles, including the Energy Crisis in California, and the Global Oil and Gas market update. We will be live on X, YouTube, and LinkedInThe main topics and themes discussed in this podcast are:1. The energy crisis in California: - The transcript discusses the emerging energy crisis in California, particularly in Northern California. It highlights how the state's regulatory policies have led to the closure of major refineries, creating a fuel supply shortage. - The discussion covers the potential consequences of this crisis, including the possibility of $10 per gallon gasoline and the impact on the broader West Coast region. - The transcript also touches on the national security implications of California's energy dependence and the need for a more resilient energy infrastructure.2. Politics and policy: - The transcript delves into the political dynamics surrounding energy policy, including the potential impact of the SAVE Act on voter ID requirements and the role of the Republican and Democratic parties in Washington. - It also discusses the implications of the removal of the EPA's endangerment finding for CO2 and the potential for policy whiplash depending on the outcome of future elections. - The discussion touches on the potential presidential ambitions of California Governor Gavin Newsom and the challenges he may face in the Democratic primary.3. Energy markets and geopolitics: - The transcript explores the EU's "grid socialism" plan and its potential impact on energy prices and grid stability across Europe. - It also discusses the potential implications of the EU's proposed carbon border adjustment mechanism (CBAM) on US LNG exports and the geopolitical dynamics surrounding energy trade. - The discussion includes an analysis of the Bloomberg article on a purported Russian memo seeking to rejoin the US dollar system, which the speaker dismisses as likely false.4. Doomberg and media analysis: - The transcript provides insights into the Doomberg brand, its approach to analysis and publishing, and its plans for expansion, including a forthcoming book project. - It also touches on the challenges of being a media guest and the importance of maintaining brand consistency, particularly in relation to thumbnail images and headlines.Overall, we cover a wide range of energy-related topics, with a focus on the interplay between policy, geopolitics, and market dynamics, as well as the role of media analysis and commentary in shaping the energy discourse.## 1. **California's Energy Crisis**The transcript extensively covers an emerging energy crisis in Northern California, driven by regulatory policies that have led to refinery closures and fuel supply shortages. Key concerns include potential price spikes (up to $10 per gallon gasoline), regional impacts across the West Coast, and national security implications related to energy dependence and infrastructure resilience.## 2. **Energy Policy & Politics**The discussion examines the political landscape surrounding energy policy, including:- The SAVE Act and voter ID requirements- The EPA's endangerment finding for CO2 and its removal- Policy volatility depending on election outcomes- Governor Newsom's potential presidential ambitions and Democratic primary challenges## 3. **Energy Markets & Geopolitics**This section explores international energy dynamics:- The EU's "grid socialism" plan and its effects on energy prices and grid stability- The EU's carbon border adjustment mechanism (CBAM) and its impact on US LNG exports- Geopolitical dimensions of energy trade- Analysis of claims about Russia and the US dollar system## 4. **Doomberg Brand & Media Analysis**The transcript discusses the Doomberg media brand, including:- Its analytical approach and publishing strategy- Expansion plans and upcoming book projects- Challenges of media appearances and maintaining brand consistency- The importance of visual presentation (thumbnails, headlines) in mediaChapters: 01:32 California Energy Crisis10:21 Military Bases in California12:57 filibuster and problems with elections16:12 Endangerment of CO2 findings and its impact21:12 EU grid interconnect problems and energy crisis28:25 is the war with Ukraine about to end?31:46 publications in the EU36:00 Orban and his re-election47:46 Upcoming topics around copperCheck out Doomberg on his Substack: https://newsletter.doomberg.com/Check out for Stu Turley on The Energy News Beat Substack: https://theenergynewsbeat.substack.com/For David Blackmon https://blackmon.substack.com/

US markets start the week closed for Presidents' Day, but a heavy slate of economic data and central bank signals quickly takes over. From Fed minutes to global PMI surveys, investors face a defining week for growth and inflation expectations.>>> Follow me on LinkedIn:https://www.linkedin.com/in/endrit-cela/>>> Follow me on Instagram:https://www.instagram.com/endritcela_official/Disclaimer for "Capital Markets Quickie" Podcast:The views and opinions expressed on this podcast are based on information available at the time of recording and reflect the personal perspectives of the host. They do not represent the viewpoints of any other projects, cooperations, or affiliations the host may be involved in. "Capital Markets Quickie" does not offer financial advice. Before making any financial decisions, please conduct your own due diligence and consult with a financial advisor.

Global equity markets are starting the week on a subdued note, with US markets closed today for President's Day. Liquidity is also thinner than usual due to the Chinese Lunar New Year holidays and carnival celebrations in parts of South America. Japanese equities are seeing some profit-taking following weaker‑than‑expected GDP data, while gold and silver are also trading lower. In today's episode, we're joined by Mensur Pocinci, Head of Technical Analysis, who shares why he remains wary on US equities.(00:00) - Introduction: Bernadette Anderko, Product & Investment Content (01:14) - Markets wrap-up: Roman Canziani, Head of Product & Investment Content (06:18) - Technical Analysis update: Mensur Pocinci, Head of Technical Analysis (09:51) - Closing remarks: Bernadette Anderko, 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.

The share market is swinging wildly this reporting season — blue chips are plunging and rebounding, banks are rallying, tech is getting sold off on AI fears, then bouncing back again.Sean Aylmer speaks with Morningstar equity market strategist Lachlan Halloway about what’s driving the volatility, whether AI is a real threat to listed companies, and why long-term investors might actually benefit from the chaos.This is general information only. You should seek professional advice tailored to your circumstances before making investment decisions.Find out more: https://fearandgreed.com.au/See omnystudio.com/listener for privacy information.

US equity and bond markets were CLOSED overnight for Presidents Day.Apple Inc announced it will hold a product launch event on 4 March, with the newest iPhone, a low-cost MacBook, and a faster iPad expected to be among the products featured.

The sandstone relief sculpture symbolises the origins and settlement of the colony of New South Wales, by depicting elements of Sydney history in the middle of the rocks area. The Rocks is a very popular spot where locals and tourists mingle at the open-air Markets, perusing handmade fashions and street food. This fairly large sculpture is located at the intersection of Playfair and George Street. It has three sides, with a figure or figures carved into each side. Very popular spot for pictures. Each side represents a particular group of people that established themselves in Sydney early on: The Convicts, The Settlers, and The Soldier. “First Impressions” was commissioned by the Sydney Cove Redevelopment Authority in 1979. Other faces of the sculpture from TripAdvisor photos

General advice only.

Crypto News: Elon Musk's X to launch crypto and stock trading in ‘couple weeks'. Boerse Stuttgart will merge its crypto arm with Tradias, creating a regulated European crypto unit providing services in trading, custody, staking and tokenized assets.Brought to you by

In this wide-ranging episode of Unleashing Intuition Secrets, Michael Jaco speaks with William E. Simpson II, founder of the WildHorse Fire Brigade, about an innovative ecological approach to wildfire prevention using wild horses as natural fuel-reduction agents. Simpson explains how catastrophic wildfires are driven largely by excess vegetation fuel and how restoring grazing herbivores can reduce fire intensity, protect forests, and improve ecosystem health. Simpson shares the science, field experience, and real-world observations behind the WildHorse Fire Brigade initiative, including how wild horses naturally create low-fuel fire breaks, reduce fire ladders, and help restore ecological balance. He discusses the dramatic rise in wildfire damage, the health and economic toll of wildfire smoke, and his experience during the 2018 Klamathon Fire. The conversation also explores the decline of deer and elk populations, federal wild horse management policies, and his proposal to relocate horses from holding facilities into deep wilderness areas as a preventative wildfire strategy. The episode also highlights the organization's ecological research, student fellowship programs, and the broader vision of prevention over reactive firefighting, emphasizing the role of large herbivores in restoring natural balance to wildfire-prone regions. In the latter portion of the show, Michael shifts to broader global topics, including market movements, precious metals, cryptocurrency, and discussions surrounding power structures and financial systems. The episode also touches on ongoing public discourse related to Jeffrey Epstein and human trafficking networks, examining questions of transparency, accountability, and the broader societal implications raised in public conversations. This episode brings together environmental solutions, financial awareness, and deeper societal discussions shaping today's world. William E. Simpson II — WildHorse Fire Brigade https://www.wildhorsefirebrigade.org/our-herd https://www.wildhorsefirebrigade.org/ Related Resources https://www.ambest.com/video/video.aspx?s=1&rc=wildhorses323 https://horseofnature.com/ https://www.youtube.com/watch?v=MBJcc1xvUHA https://www.csus.edu/news/newsroom/stories/2024/1/wild-horses-internship.html Contact https://michaelkjaco.com

Subscribe to the OPEX Effect on SpotifySubscribe to the OPEX Effect on Apple PodcastsIn this episode of The Opex Effect, Jack and Brent break down the growing impact of options markets on stocks, volatility, and sector rotation. While the major indexes appear calm, massive moves beneath the surface tell a very different story. From software stocks and AI disruption to gold, silver, bonds, and the Nasdaq, they analyze how dealer hedging flows, gamma positioning, implied volatility, and options expiration cycles may be shaping market behavior more than headlines suggest. If you want to understand why markets can feel wildly volatile yet go nowhere, and how options positioning can influence short term price action, this episode provides a deep dive into the mechanics driving today's market environment.Main Topics CoveredWhy the market feels like the wildest calm market of all timeMassive single stock volatility versus muted index performanceSoftware stock weakness, AI disruption, and the so called SaaS apocalypseThe surge in options volume and the rise of zero DTE in major stocksHow dealer hedging, delta, gamma, and volatility flows impact equitiesThe historical tendency for markets to flip direction after options expirationRealized volatility versus intraday volatility and what is being hiddenBeneath the surface rotation into value, small caps, energy, and defenseGold and silver volatility spikes and what options volume signaled at the topRising demand for puts and what skew is telling us about downside riskCorrelation spikes, VIX behavior, and the risk of a volatility expansionHow positioning can create rapid market spasms in single stocks like Nvidia and TeslaWhy this environment may represent a staging area for a larger moveTimestamps00:00 Violently going nowhere and hidden volatility01:01 The wildest calm market of all time04:00 Introduction to The Opex Effect and options driven flows05:29 The growth of options trading and zero DTE impact11:00 Dealer hedging, delta, and how options move stocks13:42 Why options expiration can trigger regime changes16:22 Intraday volatility versus close to close volatility20:18 Extreme rotation beneath the surface21:00 Measuring expiration size with the lobster claw rating25:00 Single stock positioning and March expiration risk27:35 Core one month correlation warning signals33:00 Rising put demand and what skew reveals36:45 Asset rotation in bonds, gold, bitcoin, and tech43:06 Correlation spikes and crash risk setup46:40 The quickening of volatility and single stock spasms

Season 5, Episode 6: In this episode of Season 5, Jack and Alex are joined by Alex Samoylovich, co-founder of CEDARst Companies, a developer known for leaning into projects most operators avoid. Alex walks through how CEDARst was built by focusing on adaptive reuse, historic redevelopment, and complex deals that require creativity across both capital and execution. The conversation digs into why complexity became the strategy, how overlooked buildings turned into scalable opportunities, and what actually breaks deals when markets tighten. A grounded look at development from someone who's spent years solving hard problems, not chasing easy ones. Shoutout to our sponsor, Bracket. The AI platform transforming how we underwrite deals. TOPICS 00:00 – Intro and Setting the Stage 05:20 – Alex's Nontraditional Path Into Development 09:40 – Early Deals and Learning Through Adaptive Reuse 15:30 – Why Complexity Became the Strategy 21:10 – Capital Stacks, Risk, and Creative Structuring 27:40 – Scaling From Local Projects to a National Platform 33:50 – Markets, Mistakes, and Hard Lessons 40:20 – Where Adaptive Reuse Still Works 46:30 – What Development Looks Like From Here For more episodes of No Cap by CRE Daily visit https://www.credaily.com/podcast/ Watch this episode on YouTube: https://www.youtube.com/@NoCapCREDaily About No Cap Podcast Commercial real estate is a $20 trillion industry and a force that shapes America's economic fabric and culture. No Cap by CRE Daily is the commercial real estate podcast that gives you an unfiltered ”No Cap” look into the industry's biggest trends and the money game behind them. Each week co-hosts Jack Stone and Alex Gornik break down the latest headlines with some of the most influential and entertaining figures in commercial real estate. About CRE Daily  CRE Daily is a digital media company covering the business of commercial real estate. Our mission is to empower professionals with the knowledge they need to make smarter decisions and do more business. We do this through our flagship newsletter (CRE Daily) which is read by 65,000+ investors, developers, brokers, and business leaders across the country. Our smart brevity format combined with need-to-know trends has made us one of the fastest growing media brands in commercial real estate.

Summary: this episode of On the Brink, Andi Simon speaks with Alastair Frost about what it truly means to be future ready in a fast-changing world. Together, they explore how curiosity—asking "why" and "what if" like a child—opens the door to new possibilities, and how reclaiming our natural creativity helps individuals and organizations move beyond comfort and complacency. Rather than trying to predict the future, Frost encourages leaders to focus on what is inevitable and to build the mindset and habits that keep them adaptable, relevant, and ready for whatever comes next.   On On the Brink with Andi Simon, we often explore one central question: how do you keep from getting stuck or stalled in a world that refuses to stand still? In this episode, I had the pleasure of speaking with Allister Frost, a former Microsoft executive turned global keynote speaker and author of Ready Already. Alastair brings a refreshing and deeply practical perspective on what it means to be "future ready" in a time when change feels constant, overwhelming, and unpredictable. As an anthropologist, I often remind audiences that humans have always been innovators. When our ancestors harnessed fire, they transformed not only how they ate but how their brains evolved. We are, by nature, adaptive and creative. Yet today, many leaders and organizations behave as if stability is the goal and change is the threat. Allister challenges that thinking. Change Is Not the Enemy—Complacency Is One of the most powerful ideas in our conversation is this: we are not resistant to change because we dislike it. In fact, as a species, we thrive on it. The problem is not change itself—it's comfort. Allister contrasts two corporate mindsets from his career. In one company, the mantra was, "If it ain't broke, don't fix it." At Microsoft, the philosophy was closer to: "If it works today, it's already becoming obsolete." That shift—from preservation to proactive reinvention—is at the heart of a future-ready mindset. But here's the nuance: Alastair doesn't ask leaders to predict the future. Instead, he invites them to prepare for what is inevitable. The Power of "Inevitable" Rather than speculating about what the world might look like in 20 years, Alastair suggests focusing on what is almost certain to happen in the near term. Budgets will shift. Technologies will evolve. Customers will change their expectations. Systems that feel new today will eventually become outdated. Leadership will turn over. Markets will fluctuate. If these shifts are inevitable, then the question becomes: are you ready already? This approach feels practical and empowering. It pulls futurism out of the abstract and places it squarely in your hands. The Frost Framework: A Practical Process for Growth Allister has developed what many call the "Frost Framework," a simple but powerful growth cycle that individuals and organizations can use to stay adaptable. At its core, the process begins with identifying what is inevitable and choosing one area to explore. But the real magic happens in what he calls three human "superpowers"—abilities that artificial intelligence cannot replicate at the same depth: Open: Approach your work with childlike curiosity. Ask "Why?" as if you are five years old. Why do we hold this meeting? Why do we serve customers this way? Why does this process exist at all? Curiosity cracks open possibility. Surprise: Give yourself permission to imagine bold, even ridiculous ideas. Most innovations begin as ideas that seem impractical. Let your thinking go big before reality trims it down. Tell: Courageously share your ideas in a way that invites collaboration. Replace "No, that won't work" with "Yes, and…" That simple shift can transform defensive conversations into generative ones. What I particularly appreciate is that this process is personal. It's not about waiting for the CEO to hand down the strategy. It's about each individual reconnecting with their own purpose and creativity. Humility: The Leader's First Step For senior leaders, Allister emphasizes humility. The higher you rise, the easier it is to believe you must have all the answers. In reality, the opposite is true. The future is too complex for any one person to control. A future-ready leader shifts from being a "know-it-all" to being a "learn-it-all." That humility not only relieves pressure—it unlocks collective intelligence across the organization. As I often say, humans are copycats. If leaders model curiosity, openness, and experimentation, others will follow. Reclaiming Your Creative Mind One of the most striking moments in our conversation was when Alastair described how people physically shrink when he mentions creativity. "I'm not creative," they say. But if you can daydream, you are creative. Creativity isn't confined to a whiteboard in a dark conference room. It happens on morning walks, in the quiet moments between sleep and waking, in conversations where someone asks "What if?" In fact, one of my favorite stories from our discussion involved a sales leader who realized that every time a client asked "What if?" he had ignored it. Yet that's where the opportunity lived. He returned home and built an entirely new "What If" sales process. That's the shift—from defending the status quo to exploring possibility. Ready Already In a time when so many feel overwhelmed by uncertainty, this episode is a reminder that you do not need to predict the future. You need to prepare your mindset. Be curious. Focus on what is inevitable. Use your uniquely human superpowers. Lead with humility. Ask "What if?" The times are changing. But they always have. The question is not whether change will come. The question is: are you ready already? For more information about Allister Frost: Allister's profile linkedin.com/in/allisterspeaks Website allisterspeaks.com (Personal) Connect with me: Website: www.simonassociates.net Email: info@simonassociates.net Learn more about our books here: Rethink: Smashing the Myths of Women in Business Women Mean Business: Over 500 Insights from Extraordinary Leaders to Spark Your Success On the Brink: A Fresh Lens to Take Your Business to New Heights Watch for our new book, Rethink Retirement: It's Not The End--It's the Beginning of What's Next. Due out Spring 2026. Listen + Subscribe: Available wherever you get your podcasts—Apple, Spotify, Stitcher, YouTube, and more. If you enjoyed this episode, leave a review and share with someone navigating their own leadership journey. Reach out and contact us if you want to see how a little anthropology can help your business grow.  Let's Talk!

Trade the Markets From Anywhere in the World  Podcast: Find out more about Blueberry Markets – Click Here Find out more about my Online Video Forex Course Book a Call with Andrew or one of his team now Click Here to Attend my Free Masterclass #623: Trade the Markets From Anywhere in the World In this video: 00:27 – On holiday in Christchurch. 00:41 – My trading day remains the same even when travelling. 01:45 – My trades today. 02:30 – Using limit orders to place trades when it suits you. 04:23 – Massive moves in the market. 05:05 – Get on my Masterclass 05:25 – Blueberry Markets as a Forex Broker. Would you like to trade and travel at the same time? There’s not many other opportunities that allow you to make money, carry on with your normal work, and travel. So let’s talk about that really important topic and more right now. Hey there Traders! This is Andrew here The Forex Trading Coach with video and podcast number 623. On holiday in Christchurch. I’m in Christchurch in the South Island here of New Zealand. Been here for a few days with my wife. We went to see a show last night. Caught up with one of our daughters who lives here, and we’re having a great time. Middle of summer. Absolutely beautiful here with the River Avon behind me. My trading day remains the same even when travelling. Now, with being here, trading has carried on exactly the same for me. I’ve just taken the daily chart trades today. It’s just turned 11:00 here, and my trading is exactly the same as if I were at home. And that is one of the beauties of being able to trade properly and to trade the way that we trade. I see so many different people on YouTube and different social media sites where they’re looking for this pattern to happen and they’re looking for this indicator to cross that one and they’re looking at, say, like 5 minute charts and 15 minute charts. And to me, it’s just not realistic. As someone that’s been trading for over 20 years and this year The Forex Trading Coach turned 17 years old, one of the things that I find that our clients love about what we do, and also for myself personally, about what we do, is it’s still thoroughly enjoyable and profitable, but we’re not spending all day looking at charts. My trades today. So right now, I’ve just looked at one daily chart and one 12 hour chart trades at the 5:00 pm New York change of day, which just happens to be 11:00 in the morning here at this time of year. And then that’s it. My trades are done. I will have a look at maybe 5 a.m. New York time, which is tonight. But for people that can’t make the 5 p.m. New York time, it doesn’t matter. Because the beauty of the way that we trade is we are using limit orders. And so you don’t need to be here at this particular time. And when you’re traveling, that is so important because obviously different time zones and you’ve got different events on and things like that. Using limit orders to place trades when it suits you. The way that we trade means that you can put your limit orders on when you get a chance and just leave the trade to do its thing. We have our maximum loss already controlled, so we know the worst that can happen. For me personally, it’s only half a 1% risk per trade, but it also means that if we have a profitable trade on the daily chart today, I’m going to make close to a 3 to 1 return. So in other words, half a percent risk, I will make a 1.5% gain on my account. Now, the beauty of that is you can do that. You can put that across to prop firms, whatever it is that you choose to do, whether it’s your personal account, live account, or prop firm account, and it’s just that one trade taken once a day. And that’s the beauty. For me to trade today, because of course I’d be taking the 12 hour chart trade as well, but I don’t have to place the trades right now. I’ve got hours and hours to place the trades. And so if you’re in Europe, you see how well the changeover of the new day is night time. Well, you can take those trades in the morning. It doesn’t matter. You can say, well, I’ve got work to do. I’ve got things with the family. Take the trades when you get a chance. And because, as mentioned, we use limit orders. And if we’re taking a sell trade where our sell limit is there, the market first needs to move up and that fills the sell limit order. And then we’re looking for the market to move down. Opposite with the buy trade is that we’re looking for the market to first move down. And then the daily chart or the 12 hour chart, you’ve got hours and hours before the market will do that on most occasions. So if you’d like to find out how we do this, how we travel and trade, last year in the US, and this year we’re looking at heading away as well in our winter. And so trading, as mentioned, carries on exactly the same. Massive moves in the market. There’s been some massive moves in the market again this week. So great opportunities to be taking advantage of those moves across the forex pairs, the metals, and the cryptos. We’ve seen huge moves. So it’s been a great week. And nothing better than trading just once or twice a day. Be on holiday, enjoy the great scenery here and the events on in Christchurch. And trading carries on exactly the same. So if you’d like to find out how we can do that and how we can help you to do exactly the same, whether you want to travel or just work or do other things at the same time, that doesn’t mean you’re committed to being glued in front of your charts all day long like so many other people and systems are. Get on my Masterclass Have a look at the link I’ll put here. Have a look at the masterclass that I’ve got here as well. If you’ve never been through the videos and podcasts just like this, the whole library is there, all 623 of them. Blueberry Markets as a Forex Broker. And if you’re out there looking for a really good broker, I can highly recommend Blueberry Markets. Of course, they're from Australia, but people from right around the world can trade through Blueberry Markets on their MT5 platform. I’ve just taken my trades today on the Blueberry account, and the spreads are exceptional and market execution is great. Everything about them is great. Their customer service is great. Withdrawing funds is super fast and efficient as well. So I've put a link to Blueberry Markets as well. And I’m off to enjoy the beautiful sights here in the middle of summer in Christchurch. And I’ll see you this time next week. Bye for now. Episode Title: #623: Trade the Markets From Anywhere in the World Find out more about Blueberry Markets – Click Here Find out more about my Online Video Forex Course Book a Call with Andrew or one of his team now Click Here to Attend my Free Masterclass

Join Paul Joules and Vitor Pistoia as they discuss the key factors RaboResearch expects to shape Australia's grain, oilseed, and cotton markets in 2026.   Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material published on the podcast. 

In our Week in Review, Dave Spano and Brian Jacobsen break down Japan's political shake‑up, where a landslide win has opened the door to food‑tax cuts and even possible changes to the country's post‑war constitution. We look at America's growing economic pressures, from a worsening federal deficit and tariffs hitting consumers to a housing market still millions of homes short. And we wrap with what the latest data and company reports tell us about the real economy, as consumers pull back, mortgage stress rises, and businesses split between tech‑driven strength and tariff‑driven strain.  Plus, segments on AI investing for high-net worth portfolios and tax strategies for 2025's deadline.

Denise Chisholm brings a data‑driven look at the sector and factor forces shaping 2026. Recorded on January 28, 2026. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fifth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2025 Environics' Advisor Digital Experience Study.   --   Denise Chisholm offre une perspective basée sur les données des forces sectorielles et factorielles qui façonneront 2026. Date : 28 janvier, 2026 Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l'avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l'intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir. Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une cinquième année consécutive lors du sondage 2025 d'Environics sur l'expérience numérique des conseillers et conseillères en placements au Canada.

What do software companies, wealth-management firms and the trucking business all have in common? And why are blue-chip stocks like Walmart outperforming the market? Plus, how did a former karaoke company sink transportation stocks? 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 surge on strong jobs data, then tumble a day later as tech guidance, AI fears, and CPI expectations shake investors. The PBD Podcast breaks down volatility, VIX signals, long-term equity strategy, and why some are betting big on nuclear energy and AI power demand.

What do software companies, wealth-management firms and the trucking business all have in common? And why are blue-chip stocks like Walmart outperforming the market? Plus, how did a former karaoke company sink transportation stocks? 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

Feb 13, 2026 – The job market is being transformed at breakneck speed by artificial intelligence, but not without challenges and opportunities. Today, on Financial Sense Newshour's Big Picture podcast we explain how millions of tech and...

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss whether Waymo has finally solved the supply constraint question following reports of a deal for 50,000 Hyundai vehicles by 2028. They break down the economics, theorizing a $50,000 per-vehicle cost that likely includes line-fit sensors, a price point that Grayson argues destroys the bear case that autonomous vehicles cannot cost-effectively scale.The conversation then shifts to hardware as Walt puts on his inspector hat, spotting a hidden Class 8 truck graphic in Waymo's latest blog post. This revelation sparks a debate on if Waymo is planning a return to trucking in 2027 to coincide with the new Daimler Truck's new Freightliner Cascadia redundant chassis platform. They also analyze Waymo's 6th Generation Driver, noting the emphasis on custom silicon and aggressive camera cleaning systems seems to mimic Tesla's approach.On the Foreign Autonomy Desk, they discuss Lyft's plan to launch Baidu RT6 robotaxis in London and Uber's deployment of Chinese robotaxis in Dubai. While Uber touts its partners, Grayson provides ground truth on the Chinese market, arguing that strict geofences and residency restrictions mean the technology is not as far ahead as Western media portrays.Looking at the broader ecosystem, Grayson and Walt analyze Aurora's pivot to upfitting International trucks, a strategy shift that mirrors competitor Kodiak, along with Kodiak's new defense partnership with the United States Marine Corps.Closing out the show, they discuss the current regulatory environment for autonomous vehicles and NHTSA's Automated Vehicle Safety Public Meeting upcoming in March and Waymo calling for D.C. residents to advocate for autonomous vehicles.Episode Chapters0:00 Waymo's Reported 50,000 Robotaxi Hyundai Deal03:26 The $50,000 Robotaxi Economics06:20 Zeekr & Waymo/Magna Mesa Upfitting Plant10:11 Scaling to 750,000 Autonomous Vehicles17:09 Waymo Gen 6: Custom Silicon & Improved Cameras23:21 Uber's Narrative vs. Waymo's Reality28:09 Lyft's Flexdrive Advantage31:52 Inspector Walt: Waymo's Autonomous Truck Tease33:41 Aurora's Pivot & Kodiak's Marine Corps Deal41:39 Foreign Autonomy Desk: Lyft in London & Uber in Dubai45:09 The Regulatory Tide Turns48:38 Hyundai: The Arms Dealer of AutonomyRecorded on Friday, February 13, 2026--------About The Road to AutonomyThe Road to Autonomy is the definitive media brand covering the Autonomy Economy™. Through our podcasts, newsletter, and proprietary market intelligence, we set the narrative for institutional investors, industry executives, and policymakers navigating the convergence of automation, autonomy, and economic growth. To learn more, say hello (at) roadtoautonomy.com.Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/ae/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Mark Thornton sits down with Ben Mumme of Living Your Greatness for a wide-ranging, long-form conversation, starting with gold and silver's run-up and sudden correction, zooming out to inflation, saving, and why Austrian economics matters for everyday life. Watch the original interview at https://livingyourgreatness.org/podcastOrder a Minor Issues tumbler today! https://mises.org/MinorIssuesTumblerBe sure to follow Minor Issues at https://Mises.org/MinorIssues

Welcome back to the Alt Goes Mainstream podcast.The Goldman Sachs Alternatives Summit “convened leaders across finance, geopolitics, technology, and culture” to discuss themes driving global markets.2025's Alternatives Summit was about “navigating a world in flux,” as the firm's recap of its event noted. The event aimed to help investors cut through the noise and put together the pieces of the puzzle in a dynamic and increasingly complex world. Alt Goes Mainstream joined the event to have unscripted conversations with Goldman Sachs Alternatives leaders to cut through the noise by unpacking key themes and trends at the intersection of private markets and private wealth.In this special series, we went behind the scenes and interviewed six Goldman Sachs Alternatives leaders about their current thinking on private markets and how the firm has built and evolved its private markets capabilities.This conversation was with Jeff Fine, Partner, Global Co-Head of Alternatives Capital Formation within Goldman Sachs Asset Management, with responsibility for capital raising, product strategy, research and investor relations across private equity, private credit, real assets, secondaries, GP stakes and hedge funds/liquid alternatives. Jeff is a member of the Real Estate Investment Committee and Urban Investment Group Investment Committee. Jeffrey is also on the boards of GS Real Estate Investment Trust and GS Real Estate Finance Trust. Previously, he was Global Head of Real Estate Client Solutions for Goldman Sachs Asset Management and a senior real estate investor in the Merchant Banking Division for more than 20 years. Jeffrey joined Goldman Sachs in 2002 in the Merchant Banking Division as an Analyst. He was named Managing Director in 2012 and Partner in 2018. Jeff is Chairman of the Dyson School Advisory Council and a member of the SC Johnson College of Business Leadership Council at Cornell University. He is a member of the Cornell Endowment's Risk, Liquidity, and Operations Subcommittee and the Board of Directors of the Pension Real Estate Association Foundation. Jeffrey is also a member of the Council on Foreign Relations and the Met Council at the Brookings Institution.Jeff and I had a fascinating conversation about the intersection of private markets and private wealth, fundraising trends, and the growing role of insurers and the wealth channel in private markets capital formation. We covered:The evolving private markets landscape.The important role of the product specialist.The impact of AI on investing and what it means for private markets.What it takes to be a great investor.The importance of the value creation process in driving investment value.The future of capital formation in private markets.Thanks Jeff for sharing your wisdom, expertise, and passion about private markets and private wealth. Show Notes01:05 Welcome to the Alt Goes Mainstream Podcast02:08 Jeff Fine's Background and Career Journey03:43 Sophistication in the Market05:05 The Role of Product Specialists07:16 Talent and Resourcing in Asset Management 08:01 The War for Talent in Asset Management09:07 Investment Performance as a Priority10:05 Balancing Origination and LP Demand11:42 Meeting Client Needs in Wealth Channel12:06 Transparency and Risk Communication12:59 Growth in Private Markets18:07 Global Capital and Diversification19:31 Smart Allocation in Private Markets20:58 Private Credit as a Yield Instrument22:23 The Role of Insurance in Private Markets24:33 Customization and Scale in Private Markets28:55 Trends in LP Relationships30:39 Strategic Partnerships and Cost Efficiency31:40 Concerns About Market Valuations32:43 Belief in a Transformative Future35:24 Advice for LPs in Current Market36:21 Conclusion and Final ThoughtsEditing and post-production work for this episode was provided by The Podcast Consultant.

Markets aren't looking all that strong and are now facing some key levels. What levels are we watching? TUNE IN TO FIND OUT!

Arunima Sinha, from the U.S. and Global Economics team, discusses how an upcoming Supreme Court decision could reshape consumer prices, retail margins and the inflation outlook in 2026.Read more insights from Morgan Stanley.----- Transcript -----Arunima Sinha: Welcome to Thoughts on the Market. I'm Arunima Sinha from Morgan Stanley's U.S. and Global Economics Teams.Today: How a single Supreme Court ruling could change the tariff math for U.S. consumers.It's Friday, February 13th at 10am in New York.The U.S. Supreme Court is deciding whether the U.S. president has legal authority to impose sweeping tariffs under IEEPA. That decision could come as soon as next Friday. IEEPA, or the International Emergency Economic Powers Act, is the legal backbone for a significant share of today's consumer goods tariffs. If the Supreme Court limits how it can be used, tariffs on many everyday items could fall quickly – affecting prices on the shelf, margins for retailers, and the broader inflation outlook.As of now, effective tariff rates on consumer goods are running about 15 percent, and that's based on late 2025 November data. And that's quite a bit higher than the roughly 10 percent average, which we're seeing as tariffs on all goods. In a post IEEPA scenario, we think that the effective tariff rate on consumer goods could fall to the mid-11 percent range.It's not zero, but it is meaningfully lower.An important caveat is that this is not going to be eliminating all tariffs. Other trade tools – like Section 232s, which are the national security tariffs, Section 301s, the tariffs that are related to unfair trade practices – would remain in place. Autos and metals, for example, are largely outside the IEEPA discussion.The main pressure point we think is consumer goods. IEEPA has been used for two major sets of tariffs. The fentanyl-related tariffs on Mexico, Canada, and China, and the so-called reciprocal tariffs applied broadly across trading partners. And these often stack on top of the existing tariffs, such as the MFN, the Most Favored Nation rates, and the section 301 duties on China that were already existing before 2025.The exposure is really concentrated in certain categories of consumer goods. So, for example, in apparel and footwear, about 60 percent of the applied tariffs are IEEPA related. For furniture and home improvement, it's over 70 percent. For toys, games, and sporting equipment, it's more than 90 percent. So, if the IEEPA authority is curtailed, the category level effects would be meaningful.There are caveats, of course. The court's decision may not be all or nothing. And policymakers could turn to alternative authorities. One example is Section 122, which allows across the board tariffs for up to 15 percent for 150 days. So, tariffs could just reappear under different tools. But in the near term, fully replacing IEEPA-based tariffs on consumer goods may not be straightforward, especially given ongoing affordability concerns.So, how does that matter for the real economy? There are two key channels, prices and margins. On prices we estimate that about 60 percent of the tariff costs are typically passed on to the consumers over two to three quarters, but it's not instant. Margins though could respond faster. If companies get cost relief before they adjust prices downwards, that creates a temporary margin tailwind. That could influence hiring, investment and earnings across retail and consumer supply chains.Over time, lower tariffs could also reinforce that broader return to core goods disinflation starting in the second quarter of this year. And because tariff driven inflation has weighed more heavily on the middle- and lower-income households, any eventual price relief could disproportionately benefit those groups.At the end of the day, this isn't just a legal story. It is a timing story. If IEEPA authority is curtailed, the arithmetic shifts pretty quickly. Margins move first, prices follow later, and the path back to goods disinflation could accelerate. That's why this is one ruling worth watching before the gavel drops.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.

Today's guest is Jim Reid, Global Head of Macro Research at Deutsche Bank. In today's episode, Jim walks through lessons from his annual report, The Ultimate Guide to Long-Term Investing, which covers over 200 years of market data from 56 countries. He explains why cash is one of the riskiest long-term assets, how inflation quietly destroys wealth, and why valuation is the single most reliable predictor of long-term returns. He also discusses how fiat money has reshaped bonds, gold, and equities since 1971.  To close, Jim reminds us that history consistently rewards investors who buy cheap, diversify globally, and respect long-term market cycles. (0:00) Starts (1:54) Importance of real vs nominal returns (5:36) Historical returns of gold (8:28) Global investment opportunities (18:06) Bond market performance and growth's impact on asset prices (23:11) Potential impact of AI (30:34) Valuation importance (37:03) Index weighting strategies (42:43) Predictors of bond performance and equity return distribution (47:01) Historical periods of high valuations (52:45) Global banking and stock market performance (55:12) Impact of AI on economics ----- Follow Meb on X, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Sponsor: Visit ⁠⁠⁠Alpha Architect's 351 Education Center⁠⁠⁠ for use cases, tools, FAQs, upcoming launches, and more. Follow The Idea Farm: X | LinkedIn | Instagram | TikTok ----- Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more.  ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here!  ----- Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Learn more about your ad choices. Visit megaphone.fm/adchoices

Markets closed out the week balancing cooler inflation against renewed volatility in tech and AI. U.S. CPI rose 2.4% year-over-year in January, with core inflation falling to 2.5% — the lowest level since March 2021. While the report strengthens the case for potential Fed rate cuts, it follows a robust labor market update earlier in the week, keeping policy expectations finely balanced. Equities struggled, with the Nasdaq dropping 2% amid fresh AI disruption fears despite Anthropic raising $30 billion at a $380 billion valuation. Meanwhile, China posted a record $242 billion current account surplus in Q4 2025, highlighting export resilience despite weak domestic demand. Oil slipped on reports that OPEC+ may resume production increases in April. Gold rebounded after briefly falling below $5,000 per ounce. The yen is on track for its strongest week in a year versus the dollar. In crypto, Bitcoin remains stable week-over-week. Coinbase shares rose despite a Q4 earnings miss, even as reports surfaced that CEO Brian Armstrong has sold roughly $500 million in stock over the past nine months. Several crypto CEOs, including leaders from Ripple, Gemini, Uniswap, and Chainlink, have joined the CFTC advisory group. A volatile week wraps with inflation cooling — but crosscurrents in AI, geopolitics, and liquidity remain firmly in play.

Make Money in Bad Markets | Logan Fulmer breaks down how investors can still win when the market is soft, competition is up, and margins are tight. Logan shares how he went from oil field money and early land plays to building a business around distressed property acquisition—buying deals with title defects, ownership disputes, liens, and lawsuits that most investors won't touch. He explains why going direct-to-seller is where the real money is, how to balance speed with risk, and what separates top operators from everyone else when the market turns. _______________________________ If you want to learn how to run your business in 5 hours or less.... Go to https://www.5HourBusiness.com Subscribe to my YouTube channel:    / @tonyjavierbiz   And if you're into flying and want to follow my Aviation journey, check out my other YouTube channel at    / @tonyjaviertv   _______________________________ Follow me on Social Media: Tiktok -   / tonyjavier.tv   Instagram -   / tonyjavier.tv   Facebook Personal -   / tonyejavier   Facebook Business -   / realtonyjavier   ________________________________________ If you want to dominate your Real Estate Market with TV commercials, go here: https://www.ClaimMyMarket.com If you want to connect with me and my network, go to https://tonyjavier.com/connect If you want to check out Tony's Real Estate Resources and Vendors go to https://www.TonyJavier.com/resources ________________________________________ Tony is the owner of an INC 5000-rated Real Estate Investment Company. He has been featured in Bigger Pockets, Wholesaling INC, Steve Trang's Real Estate Disruptors, Joe Fairless' Best Ever Podcast, and many other top podcasts and platforms. When Tony is not working on his business, he enjoys flying his plane. You can see videos on that and how he uses airplanes to save money on taxes. Don't forget to like the video, comment, subscribe to my channel, and share this with a friend if I'm doing my job and providing value to you and your network. If I'm not doing my job please let me know in the comments how I can be better, your feedback is greatly appreciated. See you in the next video!

Feb 13, 2026 – After a dramatic surge to a record 50,000 on the Dow, investors are suddenly rethinking where the market goes next. Is the era of technology-led growth over, or is the new leadership just beginning to unfold in unexpected...

Feb 13, 2026 – Financial Sense Newshour's Jim Puplava interviews energy expert Robert Rapier about the rising demand and controversy surrounding AI, including the proliferation of data centers and their impact on the U.S. power grid...

Feb 13, 2026: Inflation just cooled to 2.4%. Markets are betting on rate cuts. And at the same time, Anthropic raised $30 billion at a $380 billion valuation. That's not coincidence — it's transition. In today's episode, I break down: • What falling inflation actually means for capital and corporate strategy • Why Anthropic's massive funding round signals intelligence becoming infrastructure • The U.S. Department of Labor's new national AI literacy framework — and what it means for workforce strategy • The "AI scare trade" hitting markets beyond tech • Why IBM is tripling entry-level hiring in the middle of AI disruption This isn't about hype. It's about capital flows, workforce redesign, and how leadership must evolve as intelligence scales. When the cost of capital falls and the cost of intelligence falls, the cost of standing still rises. Let's unpack what this moment really means.

Christopher des Fontaines, Co-CEO & Co-founder of Dfns, sat down with me for an interview at the Halborn Access 2026 Summit at the NYSE. We discussed how Dfns is helping institutions such as IBM to build digital asset and crypto infrastructure.Brought to you by

Peter Schiff explains why today's “better than expected” jobs report is meaningless—and why the real story is the massive downward revisions. The government erased roughly 2.5 million jobs going back to 2019, including about 1.1 million from 2025 and over 800,000 from 2024. That means many of the celebrated “beats” from the past two years were actually misses, and markets were trading on bad data.This episode is sponsored by NetSuite. Download the free “Demystifying AI” at https://netsuite.com/goldSchiff breaks down how automated trading reacts to jobs prints (strong jobs = buy dollars/sell gold), why the birth/death model distorted reality, and why gold and the dollar are no longer reacting the way they used to. He also covers rising oil and oil stocks, why gold and silver miners may hit new highs before the metals, why foreign markets are crushing U.S. stocks year-to-date, and why the dollar index looks set up for a sharper decline.Finally, Schiff argues the crypto crash is the first bubble to pop—an early warning for broader asset bubbles—and explains why tokenized gold is becoming the real “digital money” narrative as Bitcoin's “digital gold” claim fails in real time.Chapters:00:00 Introduction and Opening Remarks00:56 Analyzing the Employment Report03:06 Revisions and Job Market Realities07:17 Impact on Markets and Currency11:41 Oil and Energy Market Trends16:24 Stock Market Performance and Predictions26:06 Economic Data and Debt Discussion31:04 Inflation and Its Consequences34:11 Understanding Poverty and Supply35:52 The Role of the US Dollar in Global Trade37:07 Impact of Dollar Collapse on Global Markets40:11 Trump Administration's Economic Policies41:51 Bitcoin's Decline and Market Bubbles52:21 The Future of Gold and Tokenization58:34 Preparing for Economic CrisisFollow @peterschiffX: https://twitter.com/peterschiffInstagram: https://instagram.com/peterschiffTikTok: https://tiktok.com/@peterschiffofficialFacebook: https://facebook.com/peterschiffSign up for Peter's most valuable insights at https://schiffsovereign.comSchiff Gold News: https://www.schiffgold.com/newsFree Reports & Market Updates: https://www.europac.comBook Store: https://schiffradio.com/books#economiccrisis #jobmarketanalysis #goldinvestmentOur Sponsors:* Check out GhostBed: https://ghostbed.com/PETER* Check out TruDiagnostic and use my code GOLD20 for a great deal: https://www.trudiagnostic.comPrivacy & Opt-Out: https://redcircle.com/privacy

Guest: Charles Ortel. Ortel highlights strong private sector growth in Malaysia and Indonesia, contrasting it with China's economic struggles and the state's "national team" intervening to prop up markets.1889 BOUGAINVILLE