Podcasts about markets

Gold hits $4,000 an ounce and central banks are buying record amounts. PBD and the crew debate whether this signals inflation, the decline of the dollar, or a global move to de-dollarize. They also compare gold vs crypto and discuss how tariffs and geopolitics play into it.

Crypto News: State Street finds institutional investors eye doubling their digital asset exposure within three years. Coinbase and Mastercard have each held advanced acquisition talks to buy BVNK, a fintech that builds stablecoin payment infrastructure. Ripple to bring RLUSD stablecoin to Bahrain via new partnership. Brought to you by ✅ VeChain is a versatile enterprise-grade L1 smart contract platform https://www.vechain.org/

After a tremendous rally for US equities, could more gains be ahead – or is it time for investors to protect their portfolios? Ashok Varadhan, Co-Head of Global Banking & Markets, discusses with Chris Hussey on the Goldman Sachs trading floor.  This episode was recorded on October 8, 2025. The opinions and views expressed herein are as of the date of publication, subject to change without notice, and may not necessarily reflect the institutional views of Goldman Sachs or its affiliates. The material provided is intended for informational purposes only, and does not constitute investment advice, a recommendation from any Goldman Sachs entity to take any particular action, or an offer or solicitation to purchase or sell any securities or financial products.  This material may contain forward-looking statements.  Past performance is not indicative of future results. Neither Goldman Sachs nor any of its affiliates make any representations or warranties, express or implied, as to the accuracy or completeness of the statements or information contained herein and disclaim any liability whatsoever for reliance on such information for any purpose.  Each name of a third-party organization mentioned is the property of the company to which it relates, is used here strictly for informational and identification purposes only and is not used to imply any ownership or license rights between any such company and Goldman Sachs.  A transcript is provided for convenience and may differ from the original video or audio content.  Goldman Sachs is not responsible for any errors in the transcript. This material should not be copied, distributed, published, or reproduced in whole or in part or disclosed by any recipient to any other person without the express written consent of Goldman Sachs.    © 2025 Goldman Sachs. All rights reserved.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Diving into the history of Morgan Stanley's first bond deal, our Head of Corporate Credit Research Andrew Sheets explains the value of high-quality corporate bonds.Read more insights from Morgan Stanley.----- Transcript ----- Andrew Sheets: Welcome to Thoughts on the Market. I'm Andrew Sheets, Head of Corporate Credit Research at Morgan Stanley. Today, a look at the first bond that Morgan Stanley helped issue 90 years ago and what it might tell us about market uncertainty. It's Thursday, October 9th at 4pm in London. In times of uncertainty, it's common to turn to history. And this we think also applies to financial markets. The Great Depression began roughly 95 years ago. Of its many causes, one was that the same banks that were shepherding customer deposits were also involved in much riskier and more volatile financial market activity. And so, when the stock market crashed, falling over 40 percent in 1929, and ultimately 86 percent from a peak to a trough in 1932, unsuspecting depositors often found their banks overwhelmed by this market maelstrom. The Roosevelt administration took office in March of 1933 and set about trying to pick up the pieces. Many core aspects that we associate with modern financial life from FDIC insurance to social security to the somewhat unique American 30-year mortgage rose directly out of policies from this administration and the financial ashes of this period. There was also quite understandably, a desire to make banking safer. And so the Glass Steagall Act mandated that banks had a choice. They could either do the traditional deposit taking and lending, or they could be active in financial market trading and underwriting. In response to these new separations, Morgan Stanley was founded 90 years ago in 1935 to do the latter. It was a very uncertain time. The U.S. economy was starting to recover under President Roosevelt's New Deal policies, but unemployment was still over 17 percent. Europe's economy was struggling, and the start of the Second World War would be only four years away. The S&P Composite Equity Index, which currently sits at a level of around 6,700, was at 12. It was into this world that Morgan Stanley brought its first bond deal, a 30-year corporate bond for a AA rated U.S. utility. And so, listeners, what do you think that that sort of bond yielded all those years ago? Luckily for us, the good people at the Federal Reserve Bank of St. Louis digitized a vast array of old financial newspapers. And so, we can see what the original bond yielded in the announcement. The first bond, Morgan Stanley helped issue with a 30-year maturity and a AA rating had a yield of just 3.55 percent. That was just 70 basis points over what a comparable U.S. treasury bond offered at the time. Anniversaries are nice to celebrate, but we think this example has some lessons for the modern day. Above anything, it's a clear data point that even in very uncertain economic times, high quality corporate bonds can trade at very low spreads – much lower than one might intuitively expect. Indeed, the extra spread over government bonds that investors required for a 30-year AA rated utility bond 90 years ago, in the immediate aftermath of the Great Depression is almost exactly the same as today. It's one more reason why we think we have to be quite judicious about turning too negative on corporate credit too early, even if the headline spreads look low. Thank you as always for your time. If you find Thoughts on the Market useful, let us know by leaving a review wherever you listen. And also, please tell a friend or colleague about us today.

Sanae Takaichi is not just set to be the first female prime minister of Japan -- and someone whose childhood hero was the legendary Margaret Thatcher. She also launched her global claim to fame by saying she “wanted to abandon the idea of work-life balance” and planned to “have everyone work like a workhorse.” Well, this has generated some push back from people who are apparently happy with Japan's 0 percent real GDP growth for over 30 years. In today's episode, David analyzes why Takaichi is starting off as his favorite leader on the planet. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links-Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.

Oct 9, 2025 – Gold and silver hit record highs—is this the end or just a pause before another surge? CPM Group's Jeff Christian joins Cris Sheridan to unpack what's driving the rally and whether more gains could be ahead for precious metals investors...

Wall Street is partying hard right now with stocks at all-time highs.Unless a significant correction happens soon, the S&P will put in its third year of double-digit returns in a row.But pressures are building.The AI juggernaut, which is driving so much of the US economy and the market's rise these days, increasingly appears to be in bubble territory.While on the other hand, a large percentage of American consumers are increasingly struggling under the high cost of living.How will these pressures resolve in 2026?To discuss, we welcome back to the program macro analyst Jesse Felder, founder & Editor of the respected market research firm: The Felder Report.YOU CAN STILL GET THE 'LAST CHANCE TO SAVE' PRICE DISCOUNT FOR THE THOUGHTFUL MONEY FALL CONFERENCE AT https://thoughtfulmoney.com/conference#aibubble #commodities #marketcorrection _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It's important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer's unique goals, needs & risk tolerance.IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security's or a firm's past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2025 Thoughtful Money LLC. All rights reserved.

The Trends Journal is a weekly magazine analyzing global current events forming future trends. Our mission is to present Facts and Truth over fear and propaganda to help subscribers prepare for What's Next in these increasingly turbulent times. To access our premium content, subscribe to the Trends Journal: https://trendsjournal.com/subscribe Follow Gerald Celente on Twitter: http://twitter.com/geraldcelente Follow Gerald Celente on Facebook: http://facebook.com/gcelente Follow Gerald Celente on Instagram: https://www.instagram.com/geraldcelentetrends Follow Gerald Celente on Gab: http://gab.com/geraldcelente Copyright © 2025 Trends Research Institute. All rights reserved.

Crypto News: Fireblocks partners with Galaxy, Bakkt to expand crypto custody for institutions. Square offers Bitcoin payments for merchants as crypto adoption accelerates. North Dakota to Issue Stablecoin with Fiserv as Digital Dollar.Brought to you by

Costco is one of the bright spots as shares gained 2 percent after the big-box retailer delivered solid September sales data, Managing Director of Investments at EP Wealth Advisors Adam Phillips and Bay Area Loansource's Tony Mendes on the current markets, More on the Thursday October 16th Retirement & Wealth Strategies for Your Future seminar at the Palo Alto Elks Lodge with EP Wealth Advisors CFP Chad Burton and CFP CFA Ryan Ignacio as well as the Pints and Portfolios Sunday October 26th 11am to 1pm in Berkeley with Rob and EP Wealth Advisors

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A recession usually means falling inflation and lower bond yields — good news for bond investors. But what if this time is different? Lance Roberts & Michael Lebowitz break down how the next recession could flip the bond trade from bullish to bearish — and why government policy and fiscal stimulus may once again distort the relationship between inflation, yields, and bond prices. 0:19 - US Dollar Impact on Multi-national Companies 3:32 - Expectations for Market Reversal 9:45 - The AI Chase & Circular Money Flow 13:17 - Investments are Based on Hopeful Future Demand 16:28 - The Question of The How & The When 19:12 - The Nvidia - AMD - OpenAI Conundrum 20:07 - Natural Gas is the Only Answer for next 5-years 22:02 - Markets Are Chasing Whatever Goes Up 24:24 - The Lesson for Diversifying 26:15 - Do Bonds Protect Investors in the Next Recession? 32:18 - Preview of Daniel LaCalle Interview 35:38 - Gold is Fueling Dollar Debasement 39:43 - All Asset Classes will Reverse Eventually 43:33 - Is This Time Different? 50:06 - Coming Attractions

An extended U.S. government shutdown raises the risk for weaker growth potential. Our Global Head of Fixed Income Research and Public Policy Strategy Michael Zezas suggests key checkpoints that investors should keep in mind.Read more insights from Morgan Stanley.----- Transcript ----- Welcome to Thoughts on the Market. I'm Michael Zezas, Global Head of Fixed Income Research and Public Policy Strategy.Today: Three checkpoints we're watching for as the U.S. government shutdown continues. It's Wednesday, October 8th at 10:30am in New York. The federal government shutdown in the United States has crossed the one week mark. But if you're watching the markets, you might be surprised at how calm everything seems. Stocks are steady. Bond yields haven't moved much, and volatility's low. It's more or less the scenario my colleague Ariana and I had talked about in anticipation of the impasse in Washington. We'd noted the potential for uncertainty for investors and market reaction depending on how long the shutdown would last. So that raises a big question: what, if anything, about this government shutdown could shake investor confidence and start moving markets? The question is worth considering. Prediction markets now suggest the most likely outcome is that the government shutdown will not end for at least another week. And as we've seen in past shutdowns, the longer it drags on, the more likely it is to matter. That's because risks to the economic outlook start to accumulate, and investors eventually have to start pricing in a weaker growth outlook. There's a few checkpoints we're watching for – for when investors might start feeling this way. First, the missed paycheck for furloughed federal workers. The first instance of this comes in a few days. Less pay naturally means less spending. Studies suggest that spending among affected workers can drop by two to four percent during a shutdown. That's not huge for GDP at first; but it's a sign the shutdown is having effects beyond Washington, DC. Second, this time might be different because of potential layoffs. The administration has hinted that agencies could move to permanently cut staff — something we haven't seen before. Unions have already said they'd challenge that in court. But if those actions start, or even if legal uncertainty grows around them, it could raise the economic stakes. Third, we're watching for real disruptions to economic activity resulting from the shutdown. The last shutdown ended when air traffic in New York was curtailed due to a shortage of air traffic controllers. We're already seeing substantial air traffic delays across the country. More substantial delays or ground halts obviously impede economic activity related to travel. And if such actions don't coincide with signals from DC of progress in negotiating a bill to reopen the government, investors' concern could grow. So here's the bottom line: markets may be right to stay calm — for now. But the longer this shutdown lasts, the more likely one of these pressure points pushes investors to rethink their optimism. Thanks for listening. If you enjoy Thoughts on the Market, please leave us a review and tell your friends about the podcast. We want everyone to listen.

Bitcoin is hitting new all-time highs—but is this real euphoria, or just a prelude to it? In this double-header episode, we bring you a Bits + Bips roundtable and an in-depth interview on the five companies best positioned to bring crypto onchain. First, the Bits + Bips crew, Lumida's Ram Ahluwalia, FalconX's Joshua Lim, and NYU professor Austin Campbell, break down what's really driving this crypto rally. Is it dollar debasement, asset revaluation, or just pure animal spirits?  They debate how close we are to a true blow-off top, how to spot a real market peak, and what shocks could shelve bitcoin in an instant. Plus, their takes on Zcash, Japan, Coinbase's banking ambitions, and more. Then, Unchained's Steven Ehrlich sits down with Ryan Yi, author of the Onchain 5 series, to discuss the five companies that are leading crypto's push into real-world adoption.  From Coinbase's Base app and token plans, to Robinhood's play for tokenized assets, Stripe's all-in crypto tech stack, Telegram's TON-powered mini-app ecosystem, and Binance's BNB-based loyalty empire, this is the playbook for what going onchain really looks like. Thank you to our sponsor, Aptos! Hosts: Steve Ehrlich, Executive Editor at Unchained Ram Ahluwalia, CFA, CEO and Founder of Lumida Guests: Joshua Lim, Co-Head of Markets at FalconX Austin Campbell, NYU Stern professor and founder and managing partner of Zero Knowledge Consulting Ryan Yi, Ex Coinbase, Coinbase Ventures, and CoinFund For links to all the amazing articles, visit https://unchainedcrypto.com/bits-bips/bits-bips-whats-really-driving-bitcoin-and-whos-driving-crypto-onchain/ Timestamps:  0:00 Intro  4:38 What Josh learned at Token2049 about what's really moving the market  10:12 How the options market is quietly driving bitcoin's price  13:25 Why Ram says this isn't a “debasement trade,” despite what everyone thinks  20:29 Whether we've hit peak euphoria—or not even close  23:54 Why Zcash suddenly exploded in price  26:45 How political changes in Japan are shaping markets  30:30 How to spot the real market top—and why Austin challenges Ram's call on stocks beating gold  35:41 How CME's 24/7 futures could change crypto trading  39:20 The signs Ram thinks would signal when the top is in  43:43 How bitcoin, altcoins, and tech stocks trade together and how they don't  47:59 What kind of shock could finally take bitcoin down  51:34 What to make of Coinbase applying for a banking license  53:34 Whether Galaxy is trying to become the next crypto super app  57:59 Why this cycle might play out completely differently  1:02:04 Why Ram believes banks are about to crush earnings  1:03:03 The biggest risks investors still aren't paying attention to  1:07:56 Meet 5 The Firms Poised to Drive the Next Wave of Crypto Adoption  1:08:53 Why distribution is the key battleground for the next wave of crypto adoption  1:12:24 How Coinbase is rearchitecting its platform around Base  1:15:42 What the upcoming Base token and Base app could unlock for users  1:19:13 How Robinhood is competing in crypto—and why it might have an edge  1:25:56 What the tokenization trend means for Robinhood's future  1:27:52 Why Stripe is building a crypto tech stack of its own  1:35:02 Why Telegram's TON token is central to its survival and growth  1:41:40 What's behind TON's lagging price performance  1:45:13 How Binance uses the BNB token as a cornerstone of its entire ecosystem  1:52:43 Why going fully onchain could be the defining strategy for the next generation of companies Learn more about your ad choices. Visit megaphone.fm/adchoices

Real Vision's Kris Bullock and Bijan Maleki are back to break down their favorite trade ideas found on Real Vision before taking questions from the audience. Tune in every Wednesday at 1pm ET LIVE on Real Vision, YouTube, and X.

This bull market is crashing and no one is talking about it! We kick off the fourth quarter by talking about how the government shut down has impacted the market. Precious metals—particularly gold, silver, and mining stocks—continue to surge in a largely overlooked bull market. We also critique flawed data interpretations and talk the dangers of drawing false conclusions and the importance of treating data as correlation, not truth. We urge you to think critically about information in both science and finance.  We discuss... Markets have largely ignored the government shutdown, even moving higher despite it. Gold, silver, and mining stocks are in a powerful bull market that most investors are overlooking. Data shows correlation, not truth, and conclusions must be questioned. Investors should focus on price action and risk management, not the “why” behind moves. Private equity firms are overleveraged, with declining returns and cash flow–negative companies. While some private equity opportunities may exist, most are poor deals for average investors. Examples like JoAnn Fabrics and Red Lobster are cited as once-strong businesses destroyed by debt-heavy private equity ownership. Public backlash is growing as stories emerge of private equity “ruining” local businesses, hospitals, and jobs. The Big Ten Conference is reportedly exploring selling part of its media rights to private equity for short-term funding. Private investors could demand control over athletic or academic decisions, clashing with university missions. A lack of ethical grounding and values fuels these destructive financial practices. Many societal problems stem from short-term greed and moral decay rather than lack of opportunity. They review sector strength, noting broad participation and strong 52-week highs as signs of market health. Market breadth is strong, showing that many stocks—not just the “Magnificent 7”—are participating in gains. A “bull market behavior checklist” shows most indicators remain positive, suggesting momentum continues. Seasonal charts show typical market strength in early and late-year periods, but be cautious against overreliance on averages. They warn investors to be cautious even in strong markets, as low defensive positioning can precede pullbacks. Wealth preservation depends not just on building assets but structuring them to last. For more information, visit the show notes at https://moneytreepodcast.com/this-bull-market-is-crashing  Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | Mergent College Advisors Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter/X: https://x.com/MTIPodcast  

Oct 7, 2025 – What powers our digital world? Journalist Guillaume Pitron reveals the hidden costs—rare metals, energy-guzzling data centers, and global supply chains—behind emails, AI, and streaming in The Dark Cloud. Listen and see tech differently...

Crypto News: Bitcoin's price pulls back which is healthy and BNB pumps past XRP. S&P unveils Digital Markets 50 Index tracking cryptos and blockchain stocks. BNY explores tokenized deposits to power $2.5T daily payment network.Brought to you by

In this episode, I sat down with @Sharon Toerek from Innovative Agency to talk about the real shifts happening in agency business development — and the constant evolution that comes with them. We unpacked why 2025 is the year agencies need to get honest about their positioning, how trust — not information — has become the key currency, and why specialization isn't just smart, it's essential for survival.⏱️ Timestamps0:00 – Welcome and introduction: why the agency landscape feels confusing in 2025 2:10 – The “trust recession” and why agencies are more anxious than ever 5:00 – Why information is cheap but credibility is expensive 6:30 – Specialization as a core sales lever (not just a niche tactic) 9:45 – The fear that keeps most agencies from focusing 12:00 – What ruins deals when you're not specialized 13:30 – Why the “show, don't tell” principle beats overblown ROI claims 15:00 – Thought leadership as a frictionless entry point 17:30 – How to build thought leadership around your ICP (not your ego) 19:00 – Should the founder always be the face of the content? 21:30 – Balancing new client acquisition with organic growth 23:00 – Dan's “Trust Matrix” for prioritizing outbound calls 24:30 – Systematizing referrals (without being weird about it) 26:00 – The three “food groups” of agency sales 28:00 – Why most agencies over-engineer outbound and underdeliver 29:30 – What's surprised Dan about agency sales in recent years 31:00 – What smart agency owners are doing differently 32:00 – Where AI helps — and where it's just shiny object syndrome 34:00 – Why more agencies will start to look like consultancies soon 35:00 – Where to go to learn more about Dan's model

Markets weigh the ripple effects of the ongoing government shutdown as Kevin Mahn (Hennion & Walsh Asset Management) gives his analysis. John Ciampaglia (Sprott Asset Management) responds to Ray Dalio's bold call to put 15% of portfolios in gold. Goldman Sachs' Kash Rangan joins from San Francisco to discuss the key debates around the AI trade in software stocks. Our Robert Frank digs into where the crypto rich are really spending, and Federated Hermes' Stephen DiNichilo breaks down a rally in small caps. Plus, a look ahead to Delta's earnings with Jefferies' Sheila Kahyaoglu. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Join Lance Roberts for a live open Q&A on markets, money, and investing. We'll cover what's on your mind—from market melt-ups and Fed policy to portfolio positioning and economic risks. No scripts, no fluff—just real talk and real answers about what's moving markets and shaping investor behavior. 0:19 - Markets are Absorbing Money 4:14 - Profit Taking in Bitcoin 9:15 - YouTube Poll - The #1 Thing on Your Mind About Markets 10:09 - How Do You Invest Right Now? 12:23 - Liquidity is King 18:05 - You WILL Mind a 5% Down Market 20:39 - #1 Concern - Liquidity in Markets 27:37 - The Problem w Markets is Narratives 29:34 - Economic Data Not Dramatically Changing 33:06 - The AI Story, Tesla Robots, & Productivity 35:48 - Employees Are Not Fun 39:32 - Coming Attractions - Daniel LaCalle Interview

In this conversation, Chance Tanner discusses the current challenges in the real estate and construction industries, emphasizing the importance of seizing opportunities during tough times. He shares insights on effective communication, understanding team dynamics, and the necessity of getting involved in the industry without hesitation. The discussion also highlights the value of collaboration and maintaining integrity in business practices.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

Our Fixed Income Strategist Vishy Tirupattur explains how changes in the yield curve are affecting markets such as insurance, Treasury yields and mortgage rates.Read more insights from Morgan Stanley.----- Transcript ----- Vishy Tirupattur: Welcome to Thoughts on the Market. I am Vishy Tirupattur, Morgan Stanley's Chief Fixed Income Strategist. Today – How the shape of the yield curve has affected credit and housing markets, and the risk of changes to the curve and its implications. It's Tuesday, October 7th at 1pm in New York. The shape of the yield curve plays a pivotal role in financial markets. It influences everything from credit conditions to housing and mortgage dynamics. And you've been hearing on this show for some time about more Fed rate cuts coming. Our economists expect 25 basis point rate cuts at the next three meetings – that is October, December and January. And then two more in April and July of next year. What does this mean to the shape of the curve? Our high conviction call has been that investors should position for a steeper yield curve. Why does the curve matter? It's not just a macro signal. It's a transmission mechanism that shapes pricing, risk appetite, and sector flows. Take life insurers, for example. A steeper curve has turbocharged demand for fixed annuity products, which in turn drives flows into spread assets like corporate and securitized credit. Insurance demand has become a powerful technical in credit markets. This year's steepening has been led by falling front-end yields. For example, 2-year Treasuries are down about 60 basis points, significantly outpacing the 40 basis point drop in 10-year yields and just 5 basis point drop in 30-year yields. That front-end move reflects shifting rate expectations and offers relief to highly leveraged issuers who rely on short-term funding. But longer-dated yields remain sticky, keeping all-in borrowing costs elevated. That is good for insurers – and the sale of fixed annuity products – but acts as a brake on overall issuance, helping keep credit spreads tight despite macro uncertainty. That said, not all markets benefit. Mortgage rates, which track longer yields more closely than the fed funds rate, have actually risen 25 to 30 basis points since the easing cycle began in September of 2024. That's a headwind for affordability. While a steeper curve may support lending and future housing supply, it's not helping today's buyers. A flatter curve with lower long-end yields would offer more meaningful relief—but that is clearly not our base case. Bottom line: Rate cuts matter, but the shape of the curve may matter more. A steeper curve is a tailwind for credit but a headwind for housing. And a reminder that not all markets move in sync. 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.

Guy Adami and Liz Thomas explore historical market trends, comparing the current market environment to the late 1990s, and debate the potential for continued market rallies. The conversation shifts to potential impacts of a government shutdown, the significance of technical analysis in the absence of economic data, and the influence of international markets. They also examine recent developments in Japan's economy and the potential implications for global markets. The episode concludes with a discussion on regional bank M&A activity and its implications for the broader financial sector. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

Despite uncertainty around the US government shutdown and signs of economic weakness, equities have rallied, though tech stocks paused as AI enthusiasm met valuation concerns. With non-farm payroll data delayed, investors are turning to private sector indicators for labour market insights. Meanwhile, in Japan, Sanae Takaichi's surprise win as Liberal Democratic Party (LDP) leader signals a potential return to expansionary “Sanaenomics”, a policy stance reminiscent of Abenomics, boosting equities and pressuring the yen. Tune in for a deep dive into the macro shifts shaping markets this week.This episode is presented by Magdalene Teo, Head of Fixed Income Research Asia, Julius Baer.

What makes us vulnerable to charlatans? A new book by journalist Quico Toro takes a close look at charismatic manipulators from literal snake oil peddlers to crypto scammer Sam Bankman-Fried. We talk to Toro about how charlatans exploit our need for certainty, belonging and leadership — and why the tricks are old, but thanks to viral amplification on social media, the scale is new. Toro's book, co-written with Moisés Naim, is “Charlatans: How Grifters, Swindlers, and Hucksters Bamboozle the Media, the Markets, and the Masses.” Guests: Francisco Toro, author, "Charlatans: How Grifters, Swindlers, and Hucksters "Bamboozle the Media, the Markets, and the Masses" - he's also director of climate repair at the Anthropocene Institute Learn more about your ad choices. Visit megaphone.fm/adchoices

Read this post: mikekim.com/ip-empire Watch on YouTube here » If your business depends on one market, one trending topic, or one lucky break, you're more vulnerable than you think. I'm breaking down the exact strategy I've used to take the same intellectual property and multiply it across multiple markets—creating an antifragile business that actually gets stronger during downturns. This is the framework that kept my business growing during COVID while others scrambled, and it's built on strategic principles I learned from an ancient Chinese novel and it's videogame counterpart. 0:01 - An overview of what shaped my view of strategy 3:15 - I'm no Sleeping Dragon, but... 4:23 - The IP Empire framework 6:44 - Stop chasing gigs, start building properties 9:05 - Taleb's "Antifragility" RESOURCES & LINKS: Waitlist for Book Accelerator: http://mikekim.com/writeyourbook My new book, Own Your Brand, Own Your Career: » Three Kingdoms book: https://amzn.to/4nAF6Gf  Three Kingdoms vid summary: Three Kingdoms - OverSimplified    Antifragile book: https://amzn.to/3VP5wYL  CONNECT WITH ME Website Instagram TikTok X (Twitter) LinkedIn Facebook

Is this worse thn the 80's in agriculture? I'm talking with the always amazing Karen Braun @kannbwx

Oct 6, 2025 – Are record-high markets making your IRA balloon—and your tax worries grow? Jim Puplava and Crystal Colbert break down how market surges impact IRAs, explore Roth conversions, and share smart tax-saving strategies for retirees...

Crypto News: Grayscale launches staking for Ethereum and Solana ETPs in US first. Cathie Wood's ARK bets on Tokenization with a stake in BlackRock-Backed Securitize. Brought to you by

Caleb Franzen, founder of Cubic Analytics, joined me to to review the latest chart analysis and price predictions for Bitcoin, Altcoins, Ethereum, XRP, and Solana. https://x.com/CalebFranzen, https://cubicanalytics.substack.com/Brought to you by

LPL strategists recap a positive week for stocks and bonds, make the case that markets are underpricing risk for corporate bonds, preview third quarter earnings season, and preview the week ahead with more Fed-speak than economic data. Tracking: #807211

In today's fast-paced markets, having the right tools is critical to making informed investment decisions. SpeedTrader empowers active and professional day traders by addressing overlooked challenges and making trading more accessible. President and CEO Joe Ely shares why Direct Market Access (DMA) remains essential, how it shapes trading strategies, and the niche that SpeedTrader fills in today's trading landscape. Watch the full interview to see how SpeedTrader can elevate your trading.Learn more: https://speedtrader.comWatch the full YouTube interview here: https://youtu.be/UODXJ4mf3YU?si=ECUjTloZMNuUhNImAnd follow us to stay updated: https://www.youtube.com/@GlobalOneMedia?sub_confirmation=1

The government shutdown may or may not be over by the time this hits the airwaves, but the negotiations process on appropriations bills promises to last for several weeks. Global Head of Public Policy Jennifer Flitton tells us why she believes we'll get a final appropriations bill by the end of this year. We also explore what's driven the strong price of gold over the past few years. And we discuss which verb tense is best to use when describing the US economy: “is weakening” or “has weakened.” (Invesco Distributors, Inc.)

Financial Advisor Tim Russell, CFP®, Pastor Drew Gysi, and Tyler Rutherford discuss different domains of Stewardship that we should consider.Subscribe to "Life in the Markets" PodcastBuy our new book: The Good StewardSee the show notes here!Learn more at: StewardologyPodcast.comSchedule a Personal Stewardship Review at: StewardologyPodcast.com/ReviewGet in touch with us at: Contact@StewardologyPodcast.comor call us at: (800) 688-5800Send us episode ideas! StewardologyPodcast.com/ideaSubscribe to get episodes delivered to your inbox every week.Follow along: Facebook, InstagramA ministry of Life Financial Group & Life Institute.Securities and Advisory Services offered through GENEOS WEALTH MANAGEMENT, INC. Member FINRA and SIPC

Looking to Get Into Illustration? Here's How to Begin.NEW—I am now offering free previews of Monologue episodes. This will help you decide if subscribing on Patreon / Spotify is right for you. Wouldn't it be nice if there was an Illustrator's Starter Pack that could get you up and running as an illustrator ASAP? The reality is that any attempts to find a fast track into illustration could actually slow you down. In this episode, I share my SMART System: five paradigms (Styles, Markets, Applications, Reasons, Techniques) that help you get specific about what you want to make and where it belongs. Instead of hunting for the perfect gear or foolproof course list, SMART gives you a clear way to map your starting point.If you've been overwhelmed by tools, apps, or conflicting advice—and you just want a concrete way to begin—this episode is for you.IN THIS EPISODEWhy gear and classes alone won't make you an illustratorThe SMART System overviewStyles vs. Techniques: how they relate and why they're not the same thingMarkets vs. Applications: who buys the work vs. where the work livesReasons (purpose): the “why” that sharpens every briefThe closest thing to a starter pack? — (iPad + Apple Pencil + Procreate)How to use SMART to choose your next practice project and reduce decision paralysisTwo starter-pack parables: first-aid kits and flimsy badminton setsAs always (from now on), a reflection prompt to help you turn my thoughts into your actions!SHOW LINKSMalika Favre (style reference) — malikafavre.comHervé Tullet (style reference) — herve-tullet.comJohn Roman, 45 Markets of Illustration (markets overview)What is Risograph Printing? (technique primer) — risottostudio.comProcreate (iPad app) — procreate.artMy New Skillshare Class — SLO-FI IllustrationsHOW TO LISTEN/READIf you'd like to hear the full version of monologue episodes like this one:Join on Patreon for as low as $3/monthBecome a paid subscriber on Spotif ($2.99/month)This is also available as a story on Medium for paid members on that platform.FIND ME ELSEWHEREWork and Classes — tomfroese.comInstagram — instagram.com/mrtomfroeseDaily Drawings — instagram.com/drawingisimportantCREDITSMusic and Cues by Mark Allan Falk — Semiathletic on Linktree

In this episode of Alternative Allocations, Tony and Pat discuss the evolving landscape of Defined Contribution (DC) plans and the integration of private markets. They explore the historical context of DC plans, the challenges and opportunities presented by private market investments, and the critical role advisors play in guiding participants through these complex investment strategies. The conversation highlights Empower's innovative approaches and the potential for private markets to enhance retirement outcomes for millions of Americans. Pat Arey is a Custom Solutions Sales Director for Empower. In his role, he is responsible for communications, distribution, and sales related to Empower Investments offerings in the core market for the Northeast region. He collaborates closely with advisors, consultants, and registered investment advisers on complex issues surrounding investments, advice solutions, retirement plan design, and longevity for plans and their participants.  Pat originally joined the organization in 2017, serving in leadership and individual contributor roles within investment distribution. Prior to that, he worked in similar roles with consultants and advisors at large asset managers, including State Street Global Advisors and Fidelity. Pat holds a bachelor's degree in finance with a minor in computer information systems from Stonehill College.  He currently maintains FINRA Series 6 and 26 securities registrations and Series 63 and 65 state securities licenses, and he holds FINRA Series 3 and 7 credentials.  Pat is also the co-author of a financial literacy and career development curriculum for youths and young adults designed to help develop more educated retirement savers into the future.  Resources:Patrick Arey | LinkedIn Alternatives by Franklin Templeton Tony Davidow, CIMA® | LinkedIn

Our strategists Daniel Blake and Tim Chan discuss how Asia is adapting to multipolar world dynamics, tech innovation and longevity trends to create new opportunities for global investors.Read more insights from Morgan Stanley.----- Transcript ----- Daniel Blake: Welcome to Thoughts on the Market. I'm Daniel Blake, Morgan Stanley's Asia Equity and Thematic Strategist. Tim Chan: And I'm Tim Chan, Morgan Stanley Head of Asia Sustainability Research and Thematic Strategist Daniel Blake: Today, how Asia is reshaping its development strategy, corporate governance, and capital markets to lead globally. It's Monday, October 6th at 8am in Singapore. Tim Chan: And it's also 8am in Hong Kong. Daniel Blake: Asia is experiencing a number of dramatic changes that are reshaping industries, even entire economies. Deglobalization, supply chain shifts, frenetic investment in AI and looming disruption from the adoption of the technology, rapid energy transformation, and the transition to super aged populations as longevity drives investment in innovative healthcare and better nutrition are just some of the overarching themes. Asia's transformation is a story every global investor needs to follow and look for opportunities in. Tim Chan: So, what are the overarching themes, when you look at Asia Pacific? For example, what are the key themes that you're seeing in terms of driving the equity return and the market trend that you're seeing? Daniel Blake: We're approaching the Asia thematic opportunity from the framework of a competitive reinvention. It's competitive because this is deeply rooted in the cultural and business norms across much of the region, which has had an export focus through the modernization process in Japan, and more broadly with the emergence of the Asia Tigers. But we're seeing this competition really stepping up another notch. As countries look at how they can take market share in emerging technologies, and also this overarching competition between the U.S. and China, which sits at the heart of the multipolar world theme we've been laying out in recent years. We're also seeing a reinvention of development strategies of corporate governance frameworks and of capital markets to try to better improve the financial supply chain, to see the capital raising the capital allocation process improved and ultimately drive better returns for an aging population. So, Tim, you've been very focused on the corporate governance improvements that were seen in much of the region. Take us through what you think is most compelling and most important for investors to note. Tim Chan: I think governance reforms is a really key thing for Asia Pacific. Take an example in Japan, in the past we have done some correlation analysis between the major governance factors and what are driving the return. What we have found is that, first of all, there is a significant alpha potential from online companies with leading governance metrics and also companies that may improve their governance metrics over time. So, if we look at the independence of board of directors as an example. There is a positive correlation between the total return and also the independence in Japan market. And overall, we are seeing a major government improvement. As Daniel you have mentioned, China, Korea, India, and Singapore, and Japan as well – all these markets together account for over 70 percent of the market cap in MS Asia Pacific in index. So that's why, we think the governance reform is really driving the return of Asia Pacific as a whole. Daniel, after talking about the governance reform and capital market reform, I know multipolar level is also a key theme for Asia Pacific. So, what you are seeing in terms of multipolar level in Asia Pacific? Daniel Blake: So, the multipolar world theme has come back to the foreground in 2025 as trade tensions have risen, as deal making has been struck or attempted. And we've seen the concept of weaponized interdependence really being proven out in the second quarter of 2025, as China has been in recent years, implementing frameworks for export controls and leverage these quite effectively. So economic security initiatives have come back to the focus for investors. Over recent years, we've seen a number being set up across the region, including Japan's Economic Security Promotion Act, the Self-Reliant India framework, and South Korea's Supply Chain Stabilization Act, as well as Australia's National Reconstruction Fund. So, we see a number of investment opportunities flowing from these reforms. Ultimately the critical mineral and permanent magnet supply chain is very much in focus, but we're also expecting to see semi localization. So, semiconductor localization efforts are continuing to drive investment and activity. Naturally, defense has been a key area of focus for investors in 2025, and overall we see defense spending rising in Asia from 600 U.S. billion dollars in 2024 to [$]1 trillion in 2030.So, Tim, the energy security theme fits as part of this overall future of energy theme that you've been exploring with the team. How do you see this intersection with the multipolar world and what are the key investment opportunities? Tim Chan: For the future of energy, I think the energy story is really at the core of Asia multipolar world positioning. Take an example, we are seeing for Southeast Asia, the region is importing gas from U.S., and then also Korea and Japan are also trying to export their nuclear technology to the Western world as well. I think all these have a part to play in the multipolar world; but at the same time, they are also crucial for these countries to meet their own energy target and strategy. In Asia Pacific, when we look at the future of energy, there are a few driving force[s]. One is the very strong growth of renewable energy. Take an example, in India, we are seeing a huge CapEx going into the renewable energy sector and solar sector as well. China is already the biggest market in solar panel. Then also Korea and Japan are developing their nuclear capacity as well. And as I have mentioned, they also export their nuclear technology to the Western world. So, I would say, these Asian countries are balancing the multipolar world priorities with their future of energy target as well. And then there were also lots of opportunities between these dynamics; I will highlight two examples. One is a nuclear renaissance thesis that we have written extensively in the past two years. We have highlighted Japan and Korea being the key beneficiaries under this multipolar world and future of energy dynamics. And then the other would be the gas globalization in Southeast Asia or ASEAN region, where we see opportunities in the gas distributor, gas infrastructure in Southeast Asia. And then gas is going to be much more important when it comes to the energy, security and transition agenda in Southeast Asia region. So we are seeing lots of development in the future of energy in Asia Pacific. But when it comes to the other big theme that is AI. Asia Pacific is also a leader in a global AI race. So, Danny, what are the most reputable trend that you're seeing on a national or regional level? On tech diffusion and AI in Asia Pacific? Daniel Blake: So, the concept of competitive reinvention also is useful in understanding Asia's response to AI and technology diffusion. So, we've seen China in particular, looking to strengthen its position in the development phase of new technologies. And we're also seeing on the export competition front, more incentives to compete for the next phase of supply chain diversification. We're also seeing the emerging class of China MNCs that are sitting at the heart of our China Emerging Frontiers research. And another key area of discussion and research for us is understanding China's unique AI path. Where we're seeing more of a focus on policy makers and corporates playing to strengths in terms of power, data and talent, given the shortages of compute, and at the same time wanting to pursue a localization strategy over the medium term. On the technology front, we think the India stack is also still underappreciated as a digital enabler of opportunities in the New India. And then more broadly, we are looking for companies that we see in Asia that will prove to be AI adoption leaders. So, this underpins a really another key work stream for us in identifying opportunities from AI and tech diffusion into the region. So, Tim, how about when we turn to the theme of longevity, what are the key investment opportunities you see in Asia Pacific? Tim Chan: First of all, let's look at China. So, China is entering a super age society and by 2030, China's elderly population will hit 260 million. So that is a big number, which accounts for 18 percent of the population. And Japan as well, and Korea as well. Korea is already entering the super aged society. And then there have been reform program on healthcare, financial system pension and labor market in order to support these, old aging population. And for Japan, the focus is really on not just living longer but also living more healthy. Take an example, we have done some reports on the healthy food industry in Japan. And how different companies are providing affordable, healthy food to consumer. And we think that will create opportunities for investor, if they would like to look into longevity as a theme. Overall, we are seeing new market in healthcare, pharmaceutical, and affordable healthy food, as well as the reform in the wealth management and pension system that will create opportunities in the financial market as well. And the longevity economy and or the silver economy is becoming a big theme for Asia Pacific for a long time to come. Daniel Blake: Tim, thanks for taking the time to talk. Tim Chan: Yeah, great speaking with you, Daniel. Daniel Blake: And thanks for listening. If you enjoy Thoughts on the Market, please leave us a review wherever you listen and share the podcast with a friend or colleague today.

While Wall Street seems to be thriving, Washington, D.C., is at a standstill as the government shutdown enters its second week. Although traders have largely dismissed the stalemate and concerns about the shutdown's potential impact on the economy, how long can they maintain this stance if the situation persists for weeks? Ryan Payne, President of Payne Capital Management, joins FOX Business's Gerri Willis to discuss the shutdown, the Federal Reserve, and how long the AI boom can go. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Take a Network Break! We start with a two-part listener follow-up and sound alarms about a serious flaw in Termix and tens of thousands of still-vulnerable Cisco security devices. Alkira debuts an MCP server and AI copilot for its multi-cloud networking platform; Cato Networks releases a Chrome-based browser extension to help secure contractor and personal... Read more »

Crypto News: Bitcoin flashed pump to $125,000 as the crypto bull market continues. Altcoins are set to run and I share Ethereum, XRP, and BNB price predictions.Brought to you by ✅ VeChain is a versatile enterprise-grade L1 smart contract platform https://www.vechain.org/ 

In September, Inside the ICE House aired ten new episodes, four traditional episodes, the new Biotech series, Markets in focus with Opening Bell Daily's Phil Rosen and Inside the ICE House breakfast on the balcony. Biotech Series Episode 1: Alto Neuroscience CEO Dr. Amit Etkin on the Next Chapter in Mental Health Biotech Series Episode 2: Eli Lilly Chief AI Officer Thomas Fuchs on AI's Power to Transform Pharmaceuticals Biotech Series Episode 3: Nimbus CEO Abbas Kazimi on Leading the Future of Precision Therapeutics Biotech Series Episode 4: Enveda CEO Viswa Colluru on the Mission to Decode Nature's Pharmacy Episode 484: ESPN Chairman Jimmy Pitaro on Streaming, Sports Rights, and the Future of Fandom Markets in Focus: Fed Cuts, Labor Market Risks, and Investor Resilience On the Balcony: Founding, Funding, and Investing in the Future with M13's Carter Reum Episode 485: BBDO Worldwide Chairman Andrew Robertson on Shaping the "Creative Shift" Episode 486: VISA's Mathieu Altwegg on Redefining Shopping in an AI-Driven World Episode 487: LexisNexis Risk Solutions' Bill Madison on Data, Decisions, and Smarter Insurance

Take a Network Break! We start with a two-part listener follow-up and sound alarms about a serious flaw in Termix and tens of thousands of still-vulnerable Cisco security devices. Alkira debuts an MCP server and AI copilot for its multi-cloud networking platform; Cato Networks releases a Chrome-based browser extension to help secure contractor and personal... Read more »

Take a Network Break! We start with a two-part listener follow-up and sound alarms about a serious flaw in Termix and tens of thousands of still-vulnerable Cisco security devices. Alkira debuts an MCP server and AI copilot for its multi-cloud networking platform; Cato Networks releases a Chrome-based browser extension to help secure contractor and personal... Read more »

SummaryIn this week's episode of Startup Junkies, hosts Daniel Koonce and Caleb Talley sit down for an engaging conversation with Daniel Schroeder and Brent Reader, co-founders of Peanut Pupper, a startup helping anxious dogs with their CBD products. The conversation explores how Peanut Pupper began, what sets it apart, and how its founders are committed to more than just business success. There's an underlying message of using entrepreneurship as a platform to make a positive difference, which comes through clearly as the hosts and guests discuss the journey and vision behind the brand. From the origins of the idea to creating a responsible, community-focused company, listeners get an inside look at what it takes to build something with heart and intention.Beyond Peanut Pupper, the discussion digs into broader themes like the importance of giving back, finding meaning in work, and overcoming challenges with creativity and resilience. There are honest conversations about what it means to push through setbacks, the balance between profit and purpose, and how authentic values can become a brand's strongest asset.Whether you're a pet lover, budding entrepreneur, or simply curious about how purpose-driven companies operate, this episode delivers both inspiration and practical insights. Tune in for a fresh perspective on business and a deeper appreciation for brands like Peanut Pupper that aim to make the world a little better!Show Notes(00:00) Introduction(03:30) The Inspiration Behind Peanut Pupper's CBD Products(09:24) THC-Free CBD: Safety and Effectiveness(15:59) Happy Pup Customer Testimonials(17:34) Impact of Markets on Dog Adoptions and Health(23:29) Arkansas Legislation Targets Loophole Marijuana(31:22) Exploring the Relationship Dynamic Between Co-Founders(40:35) Embracing Mentorship and Avoiding Solitude(42:12) NWA's Regional Support and Community Spirit(45:22) Closing ThoughtsLinksDaniel KoonceCaleb TalleyStartup JunkieStartup Junkie YouTubeDaniel SchroederBrent ReaderPeanut Pupper

Jason drops by the studio to explain why markets recently have continued their move higher, despite the ongoing U.S. government shutdown and missing economic indicators. We also assess the health of the US labor market with available data-points from last week, and review CIO's current portfolio positioning recommendations. Featured is Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office. Host: Daniel Cassidy

Investors often believe that when markets “recover,” their portfolios do too — but that's a dangerous illusion. In this episode, Lance Roberts breaks down why percentage losses and gains are not symmetrical, and how a 50% loss requires a 100% gain just to break even. We'll discuss why bear market math destroys long-term returns, how emotional investors get trapped in the “illusion of recovery,” and why managing risk during drawdowns matters more than chasing every rally. 0:19 - The First Full Trading Week of October - Action 4:11 - Markets - Overbought & Overconfident? 9:27 - Where is the Promised Recession? 12:06 - What is Supporting the Market? 15:53 - The Overall Liquidity Base is Still Flush 19:19 - Annual vs Intra-year Returns Comparison 22:18 - Understanding Losses in Bear Markets - not symmetrical 27:02 - The Math of Loss 29:32 - The Importance of Understanding the Difference Between Points & Percentages 33:49 - Why Markets Do Not Compound 34:19 - The Function of Time on Investments 39:26 - Six Strategies That Work When Markets Don't 46:48 - Preview: Trading Guide Rules from Master Investors

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What do investors think of Electronic Arts saying game over to the public markets? And how did Pfizer do amid pharma stocks' TrumpRX-fueled rally? Plus, who were the winners and losers in a change to how FICO scores are bought and sold? Host Francesca Fontana 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