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The New York Fed released a troubling report detailing the risk of Collateralized Loan Obligation (CLO) exposure in the insurance industry. Over the past several years, private equity has taken larger and larger stakes in insurers who are historically risk averse. But now they’re acting more like hedge funds in their investment strategies and have more than $2 trillion in corporate debt exposure and nearly $300 billion of it is in mezzanine financing packaged much in the way mortgage backed securities (MBS) were in the run up to the Global Financial Crisis (GFC). Against the backdrop of persistent inflation, a renewed round of tariffs, elevated oil prices, the war in Iran and historic consumer debt, the economy is like a tinderbox. The jelly bean theory holds that you can only reach into the jar so many times before you eventually pick the black jelly bean. Apologies in advance to all those who like black licorice flavored jelly beans. Resources Bloomberg: Oil Takes Out $100 to Hit Two-Month High as Iran War Expands Reuters: Trump to impose ‘forced labor’ duties on Friday as temporary 10% US tariffs expire The New York Times: What to Know About Trump’s Tariffs on Canada, and What’s Next Brookings: Macroeconomic implications of immigration flows in 2025 and 2026: January 2026 update Bloomberg: The US Is Flirting With Its First-Ever Population Decline The New York Times: Alphabet Quadruples Profit to $112 Billion, Fueled by A.I. Investments CNBC: See how much prices have increased since 2020 — in one chart Bloomberg: Long Bonds Are Ringing a 2008 Alarm Bell New York Fed: Insurance Companies and the Growth of Corporate Loans’ Securitization Investopedia: Nationally Recognized Statistical Ratings Organization (NRSRO) Definition The DESK: Rules & Ratings: Ratings agencies spar in private ratings legitimacy debacle UNFTR Resources Video: Trump is Running Us Off a Cliff | CLOs Echo the Global Financial Crisis. Episode: Is Private Credit the Pin That Pops the Bubble? Essay: Trump and the Black Jelly Bean Theory. -- If you like #UNFTR, please leave us a rating and review on Apple Podcasts and Spotify: unftr.com/rate and follow us on Facebook, Bluesky, and Instagram at @UNFTRpod. Visit us online at unftr.com. Become a member at unftr.com/memberships. Buy yourself some Unf*cking Coffee at shop.unftr.com. Visit our bookshop.org page at bookshop.org/shop/UNFTRpod to find the full UNFTR book list, and find book recommendations from our Unf*ckers at bookshop.org/lists/unf-cker-book-recommendations. Access the UNFTR Musicless feed by following the instructions at unftr.com/accessibilitySupport the show: https://www.unftr.com/membershipsSee omnystudio.com/listener for privacy information.
Mystery: Richard Diamond, Private Detective “Big Ed” 4/4/52 ABC, It's a Crime, Mr. Collins “Green Eyed Dragon” 1956 MBS.
Comedy: Texaco Star Theater 4/4/43 CBS, Jack Kirkwood Show 5/4/53 MBS.
Housing affordability, mortgage-market modernization and changing refinance behavior are reshaping the outlook for mortgage-backed securities. Erica Adelberg, Bloomberg Intelligence MBS strategist, joins Ira Jersey, BI chief US interest-rate strategist, on this edition of the FICC Focus podcast, Macro Matters. Adelberg discusses how new credit-score models and lender choice could expand mortgage access while also complicating prepayment and credit analysis for MBS investors. The two also examine how technology and artificial intelligence are changing mortgage origination and servicing, why Rocket Mortgage's growing servicing footprint could accelerate refinancing activity and how recent housing legislation could affect supply and financing at the margin. They also discuss curve flattening, the resurgence of hybrid ARMs, relative value across agency and non-agency mortgage products and why mortgage spreads remain highly sensitive to volatility even as all-in yields look attractive.
MBSラジオ「AマッソのMBSヤングタウン」2026/7/16 大阪出身の幼なじみコンビAマッソによるチョケベラ番組。 ▶MBSラジオ 毎週木曜よる10:00〜11:30 OA https://www.mbs1179.com/yanm/ ▶番組X https://twitter.com/amassoaa?s=21 ▶お便りはこちらから aa@mbs1179.com #MBSラジオ #ラジオ #Aマッソ #Aマッソ加納 #Aマッソむらきゃみ #Aマッソヤンタン #ヤングタウン #ヤンタン #お笑い #バラエティー #お笑いラジオ
Quiz: Quick as a Flash 3/16/47 MBS, You Bet Your Life 10/19/49 CBS.
Brian's out of town, so it's only fair that Matt cheats on him with the one and only Cameron CC! Cameron's back on the pod to chat all about the headline rumors including: - Is Oscar leaving McLaren? - Is Max Leaving Red Bull? - Would Max go to McLaren or Mercedes? - Is Christian coming back to F1? - MBS dropping hints at V8s and refueling The Red Flags Podcast is part of the Vox Media Network Follow Cameron at https://www.youtube.com/@Cameron-Cc Go to https://hims.com/redflags for your free online visit Pre-order our book: https://us.macmillan.com/books/9781250397478/formula101/ The best F1 merch: https://theredflagspod.com/collections/shop-all Join our Patreon: https://www.patreon.com/c/TRFPod CHAPTERS: 00:00 - INTRO 03:46 - WHERE IS MAX GOING? 18:31 - WHERE IS OSCAR GOING? 27:30 - THE LEWIS EFFECT 31:25 - CHRISTIAN BACK IN F1? 44:57 - BACK TO V8'S? 53:13 - REFUELING COMEBACK? Learn more about your ad choices. Visit podcastchoices.com/adchoices
Mystery: True Detective Mysteries “The Rattlesnake and the Barefoot Bride” 3/8/37 Syndicated, Let George Do It “Friendship Clubs” 5/31/48 MBS.
MBSラジオ「AマッソのMBSヤングタウン」2026/7/9 大阪出身の幼なじみコンビAマッソによるチョケベラ番組。 ▶MBSラジオ 毎週木曜よる10:00〜11:30 OA https://www.mbs1179.com/yanm/ ▶番組X https://twitter.com/amassoaa?s=21 ▶お便りはこちらから aa@mbs1179.com #MBSラジオ #ラジオ #Aマッソ #Aマッソ加納 #Aマッソむらきゃみ #Aマッソヤンタン #ヤングタウン #ヤンタン #お笑い #バラエティー #お笑いラジオ
MBSラジオ「AマッソのMBSヤングタウン」2026/7/2 大阪出身の幼なじみコンビAマッソによるチョケベラ番組。 ▶MBSラジオ 毎週木曜よる10:00〜11:30 OA https://www.mbs1179.com/yanm/ ▶番組X https://twitter.com/amassoaa?s=21 ▶お便りはこちらから aa@mbs1179.com #MBSラジオ #ラジオ #Aマッソ #Aマッソ加納 #Aマッソむらきゃみ #Aマッソヤンタン #ヤングタウン #ヤンタン #お笑い #バラエティー #お笑いラジオ
Today's episode includes a discussion on Agency mortgage-backed security (MBS) prepayment activity in the wake of QE4 lows. Plus, Robbie interviews FICO's Ethan Dornhelm on how credit score modernization is giving lenders and market participants the ability to evaluate long-term predictive performance and expand responsible access to credit while preserving safety and soundness. And we close with the focus on geopolitical tensions versus inflation versus economic data.This week's podcasts are sponsored by FICO. As the industry's most predictive credit score, FICO Score 10T combines proven performance with deeper insight into borrower behavior to help support a stronger and more resilient housing finance system.The Chrisman Commentary is your go-to daily mortgage news podcast, where industry insights meet expert analysis. Hosted by Robbie Chrisman, this podcast delivers the latest updates on mortgage rates, capital markets, and the forces shaping the housing finance landscape. Whether you're a seasoned professional or just looking to stay informed, you'll get clear, concise breakdowns of market trends and economic shifts that impact the mortgage world.
This week on Inside the Economy, we address what the future may hold for the economy following a period of strong market performance. Strong corporate earnings have helped drive the markets, but new money entering the markets has also played an important role. Where is some of that money being invested? Real disposable income has recently turned negative following a surge in inflation. What short term event caused that increase in inflation? Meanwhile, the personal savings rate has leveled off at 2 percent, which is more consistent with historical norms. What do consumer debt levels look like, including credit card balances and mortgage delinquencies? The mortgage backed securities (MBS) market is currently showing a current coupon MBS yield of 5.3 percent. Since the start of the Iran conflict, yields have moved higher, reflecting reduced market expectations for near-term rate cuts. Is the spread between mortgage backed securities and Treasuries tightening or widening? Finally, at the beginning of the Iran conflict, crude oil prices surged on concerns that the Strait of Hormuz could close. Where do oil prices stand today, and did the increase have any impact on consumers' travel plans? Tune in to learn more. Key Takeaways: • 3 Month T. Bill at 3.85% • 10-year Bond at 4.48% • Spot Gold price at $4,200
This week on Inside the Economy, we address what the future may hold for the economy following a period of strong market performance. Strong corporate earnings have helped drive the markets, but new money entering the markets has also played an important role. Where is some of that money being invested? Real disposable income has recently turned negative following a surge in inflation. What short term event caused that increase in inflation? Meanwhile, the personal savings rate has leveled off at 2 percent, which is more consistent with historical norms. What do consumer debt levels look like, including credit card balances and mortgage delinquencies? The mortgage backed securities (MBS) market is currently showing a current coupon MBS yield of 5.3 percent. Since the start of the Iran conflict, yields have moved higher, reflecting reduced market expectations for near-term rate cuts. Is the spread between mortgage backed securities and Treasuries tightening or widening? Finally, at the beginning of the Iran conflict, crude oil prices surged on concerns that the Strait of Hormuz could close. Where do oil prices stand today, and did the increase have any impact on consumers' travel plans? Tune in to learn more. Key Takeaways: 3 Month T. Bill at 3.85% 10-year Bond at 4.48% Spot Gold price at $4,200
Drama: Quiet Please “Let the Lilies Consider” 6/28/48 MBS, Columbia Presents Corwin “Untitled” 5/30/44 CBS.
Crime: Squad Room “Ferris Wheel” 1954 MBS, Night Beat 6/19/52 NBC.
Horror: Inner Sanctum “Death's Little Brother” 8/29/49 CBS / AFRS, Sealed Book “Death at Storm House” 4/22/45 MBS.
The Carey Nieuwhof Leadership Podcast: Lead Like Never Before
Networking feels fake because most people do it wrong. Michael Bungay Stanier has a better way. In this conversation, MBS breaks down how to connect without the cringe, the seven questions you need to ask to run 1:1s that actually matter, and build a career path nobody handed you. Plus: a deep dive into self-publishing and viral marketing.
True History: Secret Missions 3/6/49 MBS, Cavalcade of America “The Weapon that Saves Lives” 8/23/43 NBC.
Crime: Indictment “Brother's Fight” 1958 CBS, Crime Club “Death Blew Out the Match” 12/2/46 MBS.
Hi. Today on Some More News, we're talking about Jared Kushner, a guy who gets to use the U.S. government to enrich himself but without nearly as much bad press as Donald Trump, his sons, associates, and hangers-on.Hosted by Cody JohnstonExecutive Producer - Katy StollDirected by Will GordhWritten by Erik Barnes And David Christopher BellProduced by Jonathan HarrisEdited by Gregg MellerPost-Production Supervisor / Motion Graphics & VFX - John ConwayResearcher - Marco Siler-GonzalesGraphics by Clint DeNiscoHead Writer - David Christopher BellPATREON: https://patreon.com/somemorenewsMERCH: https://shop.somemorenews.comYOUTUBE MEMBERSHIP: https://www.youtube.com/channel/UCvlj0IzjSnNoduQF0l3VGng/join#somemorenews #jaredkushner #DonaldTrump3 Million Butts Love TUSHY. Get 10% off TUSHY with the code SMN at https://hellotushy.com/SMNCut your wireless bill to 15 bucks a month at https://MintMobile.com/morenews – $45 upfront payment required (equivalent to $15/mo.). New customers on first 3 month plan only. Speeds slower above 40GB on Unlimited plan. Additional taxes, fees, & restrictions apply. See MINT MOBILE for details.Pluto TV. Stream Now. Pay Never.Chapters:0:00 - Introduction1:27 - Jared Kushner Is Back4:00 - Like Criminal Father, Like Criminal Son: Charles Kushner10:13 - Jared Kushner, Media Baron: The Observer14:09 - Trump's Special Goon: Saudi Arabia, MBS & Khashoggi25:28 - Jared's Failed Peace Plans: Iran, Gaza & The Middle East34:06 - What Is Jared Kushner? A Foreign AssetSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Mystery: Adventures of Sherlock Holmes “Mystery of the Headless Monk” 4/16/46 MBS, Mr. and Mrs. North "Charles Wyatt Murder" 1/30/51 CBS.
What if AI is quietly making you a worse leader, and you can't even feel it happening?Michael Bungay Stanier (MBS) is the bestselling author of The Coaching Habit, one of the most widely read leadership books of the last decade, now re-released in a 10-year anniversary edition. He is the founder of Box of Crayons and the host of the Change Signal podcast.In this episode of Truth Works, he joins Jessica Neal and guest co-host Peter Clarke to ask an uncomfortable question: is AI making us worse leaders?His answer is yes.━━━━━━━━━━━━━━━━━━━━━━THE CORE ARGUMENTAI seduces us into speed, certainty, and the half-decent answer, at the exact moment leadership demands the opposite. MBS argues curiosity is being chipped away in all of us, and the leaders who survive the AI era will treat it as a discipline they practice, not a trait they assume they have.At the center of the conversation is his framework for what leadership now requires:→ Clarity over certainty→ Context over content→ Connection over cocooning→ Courage over collusionHe and Jessica unpack why judgment and taste, not big teams, budgets, or functional expertise, are the skills that actually scale when everyone has the same information and the same tools.━━━━━━━━━━━━━━━━━━━━━━INSIDE NETFLIXJessica draws on her years at Netflix, where the company interviewed for curiosity, treated big decisions as "bets" instead of life-or-death calls, and reframed failure as data.She tells the story of the $100M House of Cards bet, admits most of Netflix's decisions were actually bad ones, and explains how a culture of small experiments and honest trade-offs is what let the company take the swings that built it.━━━━━━━━━━━━━━━━━━━━━━ALSO IN THIS EPISODE→ Why data is political, not neutral→ Why courage is the real differentiator behind every great founder→ The strategy question: "If we say yes to this, what must we say no to?"→ The deeper gift of coaching that has nothing to do with having the answer: helping people feel seen, heard, and encouraged━━━━━━━━━━━━━━━━━━━━━━TOPICS COVERED→ Why AI is deadening curiosity more than fostering it→ The 4 C's of leadership in the AI era→ Why judgment and taste beat big teams and budgets→ The Netflix $100M House of Cards bet→ Why most of Netflix's decisions were bad ones, and why that was fine→ Building a culture of small experiments→ Why data is political, not neutral→ Why courage is the differentiator behind every great founder→ The strategy question→ The deeper gift of coaching━━━━━━━━━━━━━━━━━━━━━━Find Michael: MBS.works | boxofcrayons.com | The Coaching Habit (Amazon)Truth Works is hosted by Jessica Neal & Peter Clarke.
Tuesday, June 16, 2026, part of the MBN team was on the road to Ypsilanti, Michigan. We were on hand for the 61st Center for Automotive Research's Management Briefing Seminars. Also known as CAR MBS. For over six decades, the Center for Automotive Research (CAR) has hosted the industry's most essential retreat. In 2026, we return to our roots in the heart of Michigan's mobility corridor with a reimagined, two-day experience where policy, technology, and economic innovation intersect. Held for decades in Traverse City, last year at Michigan Central in Detroit, and this year split across sites in Ann Arbor and Ypsilanti. This video is roughly a dozen minutes with highlights from the lunch-hour session, which was at the Roy Wilbanks Ballroom of the Ann Arbor Marriott Ypsilanti at Eagle Crest, Ypsilanti, MI. The session: SAP & KPMG - Power Lunch: Sourcing and Procurement in Uncertain Times Integrating engineering, AI, and sourcing strategies to navigate market volatility In today's volatile market, business as usual is no longer sustainable for sourcing and procurement. Leading organizations are transforming their approach—embedding sourcing early in the product lifecycle and financial planning, connecting engineering directly to sourcing strategies, and harnessing AI to mitigate commodity price volatility. Join this industry panel to learn how to navigate “certain uncertainty” through proven best practices and cutting-edge research. The four in the video thumbnail and participating in the panel discussion were: Matt Blyth SAP Global Procurement COE Speaker Tushar Narsana KPMG Deal Advisory Speaker Servio De Araujo Ford Motor Company Speaker Bill Newman SAP America Speaker » Visit MBN website: www.michiganbusinessnetwork.com/ » Subscribe to MBN's YouTube: www.youtube.com/@MichiganbusinessnetworkMBN » Like MBN: www.facebook.com/mibiznetwork » Follow MBN: twitter.com/MIBizNetwork/ » MBN Instagram: www.instagram.com/mibiznetwork/ One Conference. Two Venues. Total Industry Insight. Again this was DAY 2: The Research & Strategic Briefings Tuesday, June 16, 2026 | Marriott Eagle Crest Resort A return to the classic MBS format—a day of deep-dive strategy, networking, and expert analysis. Keynote Sessions: Industry titans share their vision for the next decade. CAR Research Presentations: Exclusive data and insights from our independent research teams. Executive Panels: Candid discussions on the global issues impacting North American automotive interests.
Western: Frontier Gentleman “Kendall's Last Stand” 2/23/58 CBS, Straight Arrow “Long Summer” 6/21/51 MBS.
Horror: Hall of Fantasy “The Castle of Lavoka” 3/29/54 MBS, Dark Fantasy “Pennsylvania Turnpike” 3/20/42 NBC.
Quiz: Quiz Kids 3/18/51 NBC, Double or Nothing 4/20/47 MBS.
Americana Partners LLC Market Commentary is a financial podcast for investors, clients, and market-focused listeners who want clear perspective on the economy, investing, and portfolio strategy. Hosted by Melissa Giles and based on the market views and special reports of David M. Darst, Chief Investment Officer at Americana Partners, the show breaks down monthly market commentary, economic conditions, investment strategy, asset allocation themes, and the forces shaping today's financial markets. Each episode is designed to help listeners better understand market trends, long-term investing, and how to think clearly in changing environments. If you are looking for a smart, approachable source for market updates, economic outlook, wealth management insight, portfolio positioning, and investment commentary, subscribe to stay informed with timely perspectives from Americana Partners. Join Our Distribution List – For a full copy of our report. 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All of these factors can make foreign investments, especially those in emerging markets, more volatile and potentially less liquid than U.S. investments. In addition, foreign markets can perform differently from the U.S. market. Investing involves certain risks, including possible loss of principal. You should understand and carefully consider a strategy's objectives, risks, fees, expenses and other information before investing. The views expressed in this commentary are subject to change and are not intended to be a recommendation or investment advice. Such views do not take into account the individual financial circumstances or objectives of any investor that receives them. The strategies described herein may not be suitable for all investors. There is no guarantee that the adviser will meet any of its investment objectives. All indices are unmanaged and are not available for direct investment. 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The EAFE® Index is a stock index offered by MSCI that covers non-U.S. and Canadian equity markets. It serves as a performance benchmark for the major international equity markets as represented by 21 major MSCI indices from Europe, Australasia, and the Middle East. The EAFE® Index is the oldest international stock index and is commonly called the MSCI EAFE Index. The Russell 2500® is a market-cap-weighted index that includes the smallest 2,500 companies covered in the broad-based Russell 3000 sphere of United States-based listed equities. All 2,500 of the companies included in the Index cover the small- and mid-cap market capitalizations. The Russell 1000® Growth Index is an unmanaged index that measures the performance of the large-cap growth segment of the U.S. equity universe. It includes those Russell 1000® Index companies with higher price-to-book ratios and higher forecasted growth values. The CBOE Volatility Index (VIX) is a measure of expected price fluctuations in the S&P 500 Index options over the next 30 days. The VIX is calculated in real time by the Chicago Board Options Exchange (CBOE). P/E or Price to Earnings ratio is indicates the dollar amount an investor can expect to invest in a company in order to receive one dollar of that company's earnings. The Consumer Confidence Survey® reflects prevailing business conditions and likely developments for the months ahead. The Manufacturing Business Outlook Survey is a monthly survey of manufacturers in the Third Federal Reserve District; Participants indicate the direction of change in overall business activity and in the various measures of activity at their plants: employment, working hours, new and unfilled orders, shipments, inventories, delivery times, prices paid, and prices received. The ISM manufacturing index, also known as the purchasing managers' index (PMI), is a monthly indicator of U.S. economic activity based on a survey of purchasing managers at more than 300 manufacturing firms. The Composite Index of Leading Indicators, otherwise known as the Leading Economic Index (LEI), is an index published monthly by The Conference Board. It is used to predict the direction of global economic movements in future months. A bond rating is a letter-based credit scoring scheme used to judge the quality and creditworthiness of a bond. The option adjusted spread (OAS) measures the difference in yield between a bond with an embedded option, such as an MBS or callables, with the yield on Treasuries. Mean reversion, in finance, suggests that various phenomena of interest such as asset prices and volatility of returns eventually revert to their long-term average levels. A meme stock is a security that has seen an increase in trading volume after going viral on social media or an online forum. This document may contain forward-looking statements relating to the objectives, opportunities, and the future performance of the U.S. market generally. Forward looking statements may be identified by the use of such words as; “believe,” “expect,”“anticipate,”“should,”“planned,”“estimated,”“potential”and other similar terms. Examples of forward-looking statements include, but are not limited to, estimates with respect to financial condition, results of operations, and success or lack of success of any particular investment strategy. All are subject to various factors, including, but not limited to general and local economic conditions, changing levels of competition within certain industries and markets, changes in interest rates, changes in legislation or regulation, and other economic, competitive, governmental, regulatory and technological factors affecting a portfolio' operations that could cause actual results to differ materially from projected results. Such statements are forward-looking in nature and involve a number of known and unknown risks, uncertainties and other factors, and accordingly, actual results may differ materially from those reflected or contemplated in such forward-looking statements. Prospective investors are cautioned not to place undue reliance on any forward looking statements or examples. This material is proprietary and may not be reproduced, transferred, modified or distributed in any form without prior written permission from Americana Partners. 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Science Fiction: Mysterious Traveler “The Big Brain” 3/14/50 MBS, X Minus One “A Wind is Rising” 10/3/57 NBC.
Horror: Quiet, Please “Rain on New Year's Eve” 12/29/47 MBS, Escape “The Abominable Snowman” 9/13/56 CBS.
Today's episode includes a look how inflation at the consumer and producer levels are leading to "shrinkflation." Plus, Robbie interviews The Disciplined Investor's Andrew Horowitz on how investors assess what assets to invest in, and a portfolio manager's perspective on the current economic environment, and risk diversification as it pertains to MBS. And we close by going through the latest prepayment trends and performance in the mortgage sector.Thank you to JazzX, the first true end-to-end AI platform built for mortgage. From application to underwriting, JazzX is a new operating model that helps you scale growth, boost productivity, and transform how your team performs.The Chrisman Commentary is your go-to daily mortgage news podcast, where industry insights meet expert analysis. Hosted by Robbie Chrisman, this podcast delivers the latest updates on mortgage rates, capital markets, and the forces shaping the housing finance landscape. Whether you're a seasoned professional or just looking to stay informed, you'll get clear, concise breakdowns of market trends and economic shifts that impact the mortgage world.
Mystery: Big Story “Case of the Unfinished Love Song” 12/1/47 NBC, Quiet, Please “Thirteen and Eight” 4/26/48 MBS.
ゲスト:亘佐和子記者(MBS毎日放送) 026年6月10日(水)「FrontLine Session」より。 発信型ニュース・プロジェクト「荻上チキ・Session」 ★月~金曜日 17:00~20:00 TBSラジオで生放送 パーソナリティ:荻上チキ、日比麻音子 番組HP:荻上チキ・Session 番組メールアドレス:ss954@tbs.co.jp 番組Xアカウント:@Session_1530 ハッシュタグは #ss954 Learn more about your ad choices. Visit podcastchoices.com/adchoices
JOIN PATREON FOR EARLY UNCENSORED EPISODE RELEASES: https://www.patreon.com/JulianDorey CLIPPERS DISCORD: https://discord.gg/8QmWEKJ3BT FOLLOW JULIAN DOREY IG: https://www.instagram.com/julianddorey/ X: https://x.com/juliandorey FOLLOW JOEY DEEF IG: https://www.instagram.com/joeydeef/ X: https://x.com/TokeMalone JULIAN YT CHANNELS - SUBSCRIBE to Julian Dorey Clips YT: https://www.youtube.com/@juliandoreyclips - SUBSCRIBE to Julian Dorey Daily YT: https://www.youtube.com/@JulianDoreyDaily - SUBSCRIBE to Best of JDP: https://www.youtube.com/@bestofJDP ****TIMESTAMPS**** 0:00 - Deef headed to Europe, The Secret spot in Rome 2:35 - The Fugazi Trump Netanyahu Call 7:45 - CIA Whistleblower predicts fun things in Iran 11:08 - Jared Kushner lied 14:07 - Jared Kushner's Affinity Partners 16:50 - Saudi Arabia, MBS, Jamal Khashoggi, Al-Fayed, Kushner & Epstein Links 23:38 - Kushner Albania Controversy & Al-Fayed's Allegations 32:08 - Mamdani skips Israel Day Parade 35:12 - Jared Kushner & Ivanka Trump Syria “Pay to Play” 43:02 - The Problem w/ Jared's deals 44:39 - Paolo Zampolli's Wife still unloading the clip 50:28 - Howard Lutnick continues to be a scumbag 54:24 - Julian on the Current Elites & the Fall of Ancient Rome 1:06:09 - Datacenters are apparently people too 1:07:18 - Surveillance State Datacenters (Hooray) 1:09:20 - Microsoft & Big Tech LOSING MASSIVE $$$ on AI 1:14:32 - Tokenmaxxing, FAFO & Crash coming 1:17:33 - Kevin O'Leary continues to shill datacenters & taxbreaks (REACTION) 1:25:42 - China vs. US AI Race & diff w/ datacenter backlash 1:28:48 - NVIDIA backyard datacenters 1:30:18 - Google Executive's AI Warning & Sam Altman is nuts 1:32:07 - Blackrock says they are going to enslave you 1:34:18 - How China figured out AI better than we did 1:36:56 - Off to Rome CREDITS: - Host, Editor & Producer: Julian Dorey - COO, Producer & Editor: Alessi Allaman - https://www.youtube.com/@UCyLKzv5fKxGmVQg3cMJJzyQ - In-Studio Producer: Joey Deef Julian Dorey Podcast Episode 432 - Julian Dorey Music by Artlist.io Learn more about your ad choices. Visit podcastchoices.com/adchoices
Science Fiction: Exploring Tomorrow “The Mimic” 3/19/58 MBS, X Minus One “One Thousand Dollars a Plate” 3/21/56 NBC.
Today's episode includes reaction to FHFA Director Bill Pulte being named the acting director of national intelligence. Plus, Robbie sits down for an interview with Experian's Sophia Cheung on simplifying and modernizing the verification process by consolidating multiple systems into a single platform, further streamlining workflows and increasing value. The episode closes with a look at MBS volume and performance across the month of May.Thank you to Experian Verify, a comprehensive income and employment verification solution for mortgage lenders. By uniting instant payroll data, permissioned access, and research verification in one seamless experience, Experian Verify helps lenders reduce friction, accelerate decisions, and confidently verify every U.S. worker.The Chrisman Commentary is your go-to daily mortgage news podcast, where industry insights meet expert analysis. Hosted by Robbie Chrisman, this podcast delivers the latest updates on mortgage rates, capital markets, and the forces shaping the housing finance landscape. Whether you're a seasoned professional or just looking to stay informed, you'll get clear, concise breakdowns of market trends and economic shifts that impact the mortgage world.
Quiz: Twenty Questions “Guest: Eugene O'Neil” 12/13/47 MBS, Take it Or Leave It 7/4/48 CBS.
Donate (no account necessary) | Subscribe (account required) Join Bryan Dean Wright, former CIA Operations Officer, as he covers today's top stories shaping America and the world. In this episode of The Wright Report, Bryan unpacks President Trump's surprise threat to bomb Oman over a brewing scheme with Iran to charge tolls on ships passing through the Strait of Hormuz. Bryan breaks down the escalating chess match in the Middle East, including fresh Iranian drone attacks on commercial vessels, Trump's strategy to strip Tehran of its midterm election leverage, and the White House's plan to recognize Somaliland as a wedge against Saudi Arabia and the Houthis. He then pivots to a wave of domestic immigration reforms, from a new executive order pushing banks to flag illegal aliens, to a return of the pre-1960s rule requiring green card applicants to wait abroad, to the proposed "Cranky Flier" program targeting international flights into sanctuary cities. The WSJ's reporting on shoddy new home construction tied to unqualified foreign labor adds a sharp twist to the labor debate. Plus, Ken Paxton's primary win over John Cornyn in Texas raises the question of whether Trump will turn his war chest on RINO Republicans, and Bryan closes with promising medical news on pancreatic cancer, why a father's weight before conception shapes his child's metabolic health, and what scientists just learned about the brain's two washing systems during deep sleep. "And you shall know the truth, and the truth shall make you free." - John 8:32 Keywords: Bryan Dean Wright, The Wright Report, Trump Oman threat, Strait of Hormuz, Iran drone attack, IRGC, Iran ceasefire, midterm elections, Somaliland recognition, Houthis, Saudi Arabia, Abraham Accords, MBS, UAE, immigration reform, illegal immigration, bank executive order, green card policy, sanctuary cities, DHS, Markwayne Mullin, Cranky Flier program, construction industry lawsuits, D.R. Horton, Lennar, John Cornyn, Ken Paxton, Texas Senate race, James Talarico, John Thune, RINO Republicans, Save America Act, pancreatic cancer treatment, paricalcitol, vitamin D analog, father obesity fertility, glymphatic system, deep sleep brain health, Alzheimer's prevention
Crime: This is Your FBI “The Friendly Hitchhiker” 8/16/46 ABC, Philo Vance “The Merry Murder Case” 10/3/46 MBS.
The Esports World Cup 2026 will not be in Riyadh, and the industry that couldn't stop tweeting five years ago has gone completely silent. Thorin, Richard Lewis, and MonteCristo reunite to break down what the EWC's last-minute move to Paris actually reveals about the Saudi Arabian sportswashing project. The official line is that this was always part of the plan. The reality, per Richard's reporting, is that boots-on-the-ground staff were being told it was 100% Riyadh the day before the announcement. That gap between the press release and what people were actually told is the whole story. PrizePicks: Visit https://prizepicks.onelink.me/LME0/HORSEMEN and use code HORSEMEN and get $50 in lineups when you play your first $5 lineup! Factor: Head to https://Factormeals.com/horsemen50off and use code horsemen50off to get 50 percent off and free daily greens per box, with new subscription only, while supplies last until 09/27/2026. Raycon: The Everyday Earbuds Classic are the perfect addition to your everyday routine! Go to https://buyraycon.com/horsemen to get 15% off. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Mystery: Let George Do It “The Winters Murder Mystery” 5/14/46 MBS, Sherlock Holmes “Second Stain” 5/1/55 NBC.
Horror: Suspense “Pretty Girl” 12/16/54 CBS, Mysterious Traveler “The Accusing Corpse” 4/16/44 MBS.
Science Fiction: X Minus One “Lifeboat Mutiny” 9/11/56 NBC, Exploring Tomorrow “The Moon is New” 1/22/58 MBS.
Ghost returns from a week off and opens with an unplanned ferry pass by Epstein Island before diving into the week's biggest stories. Trump and Nigeria jointly eliminated ISIS's global second-in-command Abu Balal al-Manouki, the man behind the 2014 Chibok schoolgirl kidnappings. Ghost reframes the operation not as a threat to the Alliance of Sahel States but as Trump cleaning up a deep state creation, and walks through how US aid money routed through Ukraine funded ISIS proxies in Mali. A rare Ebola strain has erupted in Congo's Ituri province with the WHO declaring a public health emergency, and Ghost ties it directly to the ongoing rare earth mineral conflict and the deep state's losing battle for control of Eastern Congo. Trump publicly asked MBS, MBZ, and Qatar's emir to pause Iran strikes, confirming the Arabs never wanted war. Trump met Xi in China, Putin heads to Beijing for his 25th visit, and a Saudi/Pakistan defense pact is expanding toward Qatar and Turkey. Iraq and Pakistan signed bilateral energy transit deals with Iran, and Ghost maps out a potential Iran-Pakistan-India pipeline corridor. The episode closes with a deep dive into Alex Saab's deportation from Venezuela and PDVSA's own 2015 financial documents showing the Venezuelan government as the original victim of deep state-linked corruption.
Today's Headlines: Trump is reportedly willing to drop his $10 billion IRS lawsuit in exchange for a $1.7 billion government slush fund to pay out political allies — including $230 million for himself, a waiver on all family tax audits, and a public IRS apology — totally extortion. Meanwhile, Louisiana Senator Bill Cassidy, one of the only Republicans who voted to convict Trump after January 6th, lost his primary and became the first senator in 12 years to lose one, because minimal backbone has a price in today's GOP. Because hantavirus clearly wasn't enough to worry about, the WHO declared Ebola a global health emergency after outbreaks in Uganda and the DRC with 246 suspected cases, no available vaccine, and no functioning USAID to help — and the person Trump put in charge of the hantavirus response is a urologist who specializes in penile implants and has promoted pandemic conspiracy theories, so we're in great hands. In other news, Trump's new counterterrorism strategy ranks drug cartels above Islamist militants, considers leftists on par with al-Qaeda, and doesn't mention far-right extremism at all, though Sebastian Gorka did find time to call out Tucker Carlson specifically. In global matters, a commander of Iranian-backed militia Kataib Hezbollah was charged with plotting attacks on 20 Jewish sites across the US, Europe, and Canada, a drone struck a UAE nuclear power plant with no injuries, and Trump told Axios Iran will get "hit much harder" despite having no leverage — while US officials now believe China will invade Taiwan within four years, Cuba has acquired 300 military drones from Russia and Iran and is reportedly eyeing Guantanamo Bay or Key West, and Ukraine launched its largest drone attack of the entire war — 600 drones across 14 Russian regions — in retaliation for Russia's assault last week. Finally, Harvey Weinstein's third trial ended in a mistrial after nine of twelve mostly-male jurors wanted to acquit him, a French judge opened an inquiry into MBS's role in Khashoggi's murder, and Everlane is being acquired by Shein for $100 million. Resources/Articles mentioned: Time: Trump May Drop IRS Suit in Return for $1.7 Billion ‘Weaponization' Fund CNN: Trump sent a message by targeting Bill Cassidy. In defeat, Cassidy delivered one back WSJ: Thomas Massie's Lonely and Expensive Fight Against Trump NYT: W.H.O. Declares Ebola Outbreak a Global Health Emergency The New Republic: Trump's Hantavirus Official Is a Penis Implant Specialist PrPublica: Trump Counterterror Plan Targets Leftists, Ignores Far-Right Violence Ken Klippenstein: New Counterterror Strategy Eyes Tucker Carlson Time: The Iran-Backed Militia Behind a Terror Plot Against American Jews AP News: Drone strikes UAE nuclear plant as US and Iran signal they are prepared to resume war Axios: Trump warns Iran "clock is ticking" until US launches harder strikes Axios: Scoop: Trump advisers fear China may target Taiwan in next 5 years Axios: Exclusive: U.S. eyes attack-drone threat from Cuba The Guardian: At least four people killed in Russia as Ukraine launches retaliatory strikes Euronews: French judge opens probe into 2018 killing of Jamal Khashoggi CNN: Judge declares a mistrial in Harvey Weinstein's rape retrial after jury deadlocks Subscribe to the Betches News Room and join the Morning Announcements group chat. Go to: betchesnews.substack.com Morning Announcements is produced by Sami Sage and edited by Grace Hernandez-Johnson Learn more about your ad choices. Visit megaphone.fm/adchoices
Horror: Murder at Midnight “The Thirteenth Floor” 8/30/46 Syndicated, Quiet, Please “Camera Obscura” 10/13/47 MBS.
Horror: Sealed Book “Devil Island” 4/8/45 MBS, Weird Circle “The Rope of Hair” 1944 Syndicated.
Adventure: Hollywood Star Playhouse “Of Night and the River” 10/9/50 CBS, John Steele, Adventurer “The Honorable Ones” 1950 MBS.
In today's episode, we go through the recent performance of mortgage-backed securities (MBS). Plus, Robbie sits down with Flex's Ryan Metcalf for a discussion on how financial fragility is reshaping the foundation of homeownership demand, challenging traditional credit models, and forcing lenders and policymakers to rethink risk, readiness, and the role of demand-side solutions. And we close by walking through consumer consumption characteristics.Welcome to The Chrisman Commentary, your go-to daily mortgage news podcast, where industry insights meet expert analysis. Hosted by Robbie Chrisman, this podcast delivers the latest updates on mortgage rates, capital markets, and the forces shaping the housing finance landscape. Whether you're a seasoned professional or just looking to stay informed, you'll get clear, concise breakdowns of market trends and economic shifts that impact the mortgage world.Today's podcast is brought to you by nCino. As conversations kick off this week at nSight 2026, mortgage professionals are exploring the technologies and strategies redefining origination experiences and transforming lead-to-loan economics. The nCino Mortgage Suite — Mortgage Point of Sale, Mortgage Analytics, and Incentive Compensation — helps lenders connect operations, insights, and borrower engagement in one modern platform. Learn more at nCino.com/mortgage.
Ghost opens episode 106 with the Senate hearing where Lindsey Graham attacks Pakistan as mediator, then cuts to Trump defending Pakistan's field marshal and prime minister in real time. Two landmark op-eds frame the hour: Robert Kagan's Atlantic piece declaring the Iran confrontation a strategic defeat for US-led hegemony, and Prince Turki al-Faisal's Arab News essay crediting MBS with quietly pulling the rug out from under the war's advocates. Ghost walks through reports of secret UAE and Saudi strikes on Iran, calling them psyops aimed at fracturing Muslim world unity. Israel's Starlink de-anonymizing tool surfaces as confirmation of Ghost's theory about Russian intelligence helping Iran identify Mossad and CIA protest operators. At home in Israel, the Haredi factions move to dissolve the Knesset after Netanyahu fails to deliver the Yeshiva draft exemption, with the IDF chief warning the military will collapse without 12,000 new recruits immediately. Smotrich says publicly the war must end with expanded Israeli borders. The World Jewish Congress governing board meeting closes the episode with Ronald Lauder calling for more aggressive hate speech prosecution and the Axel Springer CEO declaring Europe must become more Jewish.
More BS from MBS, or is a V8 comeback actually on the horizon? Ben and Sam break down the latest engine chatter shaping the sport's next era, then wrap up the Miami GP with a look at the post-race penalties. Get involved in F1 Fantasy this season! Join the Late Braking league and see if you can beat us... LEAGUE CODE: C6Y6R4ZUY02 Want more Late Braking? Support the show on Patreon and get:Ad-free listeningFull-length bonus episodesPower Rankings after every raceHistorical race reviews& more exclusive extras!Don't forget! You can also gift a Late Braking Patreon subscription—perfect for loved ones or your own wish list. Choose anything from 1 month up to a full year of top-notch F1 content: https://www.patreon.com/latebrakingf1/gift Connect with Late Braking:You can find us on YouTube, Instagram, X (Twitter) and TikTokCome hang out with us and thousands of fellow F1 fans in our Discord server and get involved in lively everyday & race weekend chats!Join our F1 Fantasy League and see if you can beat us!Get in touch any time at podcast@latebraking.co.uk Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.