Podcast appearances and mentions of mike green

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Best podcasts about mike green

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Latest podcast episodes about mike green

The Country
The Country 12/06/26: Sir David Fagan and Mike Green talk to Jamie Mackay

The Country

Play Episode Listen Later Jun 12, 2026 4:26 Transcription Available


A shearing legend pops into The Country’s site for a yarn about the Rural Industry Leaders event earlier in the week, and electric quad bikes. Plus, the man behind the Rural Industry Leaders dinner, debate and auction estimates the event raised $430,000 for the Rural Support Trust.See omnystudio.com/listener for privacy information.

mackay mike green sir david green talk david fagan
The Country
The Country Full Show: Friday, June 12, 2026

The Country

Play Episode Listen Later Jun 12, 2026 40:26 Transcription Available


Jamie Mackay talks to Sir David Fagan, Mike Green, Emma Poole, Adam Thompson, Kevin "Smiley" Barrett, Riley Kennedy, Tom Young, Winston Peters, Campbell Parker, Tania Houghton, and Hunter Darry.See omnystudio.com/listener for privacy information.

Excess Returns
The Signs Were All There | Mike Green on When Passive Flows Meet the Largest IPO in History

Excess Returns

Play Episode Listen Later Jun 11, 2026 43:55


Mike Green joins Excess Returns to explain why passive investing, index construction, SpaceX, AI IPOs and mega-cap concentration may be changing how the stock market actually works. We discuss how passive flows can affect prices, why AI earnings may be more circular than investors think, what could break the current market narrative, and why the economy feels much weaker for many households than the headline data suggests.Michael Green Twitterhttps://x.com/profplum99Simplify Asset Managementhttps://www.simplify.us/Topics covered:Why the SpaceX IPO has turned passive investing into a mainstream market structure debateHow index committees and passive flows can influence individual stocksWhy low float, Nasdaq demand and passive buying could create unusual IPO dynamicsHow new AI-related equity issuance could change the supply-demand balance in the stock marketThe research behind passive flows, market impact and cap-weight concentrationWhy Mike thinks passive buying explains more of mega-cap outperformance than AI fundamentalsThe circular financing risk in AI, including Nvidia, CoreWeave, Google and AnthropicWhy buy-the-dip flows, ETFs, CTAs and vol control funds matter for market directionHow headline economic data can miss household stress, second jobs and lost purchasing powerWhat Mike is watching to see whether the AI trade and market narrative are starting to breakWhy AI may be hugely valuable to consumers before it creates major business productivity gainsHow companies may eventually redesign business models around AI rather than simply automate tasksWhy SpaceX wealth creation could seed the next generation of competitorsHow inflation, gasoline prices, low savings and a K-shaped economy are affecting consumersTimestamps:00:00 Passive indices, AI profits and why this market feels different04:07 Why SpaceX changed the passive investing debate08:01 The research behind passive flows and market impact12:16 Why Mike thinks passive flows explain mega-cap strength16:18 ETF flows, buy-the-dip behavior and bubble dynamics20:28 Why economic data can miss household stress25:13 Bubble warnings, CAPE and what investors may be ignoring29:17 AI as a consumer advice engine versus a productivity revolution33:29 How businesses may redesign themselves around AI37:51 Why IPO wealth may create the next generation of competitors42:06 Mike Green's upcoming book on passive investing and market structure

The Vinny & Haynie Show
Mike Green takes shots at Ravens previous coaching staff

The Vinny & Haynie Show

Play Episode Listen Later Jun 8, 2026 11:10


It's no secret that the Ravens struggled to get after the quarterback in 2025. Who is to blame? Mike Green makes it sound like coaching was mainly responsible.

Magic's Rural Exchange Catchup
Dinner, debate & auction to raise funds for Rural Support - Mike Green

Magic's Rural Exchange Catchup

Play Episode Listen Later Jun 8, 2026 11:28


Dom talks with Mike Green, co-founder the Rural Industry Leaders dinner, debate and auction fundraiser, about the success of last year's inaugural event, what's on offer this year and some of the auction items up for grabs. They also discuss the debating teams, raising money for the Rural Support Trust and its strategic partnership with Fieldays. Tune in daily for the latest and greatest REX rural content on your favourite streaming platform, visit rexonline.co.nz and follow us on Instagram, Facebook and LinkedIn for more.

Magic's Rural Exchange Catchup
REX June 9 - Sean Goodwin, Mike Green and Phil Duncan

Magic's Rural Exchange Catchup

Play Episode Listen Later Jun 8, 2026 41:56


On today's REX Daily Podcast, Dom talks with Sean Goodwin, CEO of the Manuka Collective and Apiculture NZ board member, about the decision to rebrand Apiculture NZ and NZ Beekeeping Inc into a new entity to look after the interests of commercial beekeepers, what led to the move and the current state of the beekeeping industry in NZ... He talks with Mike Green, co-founder the Rural Industry Leaders dinner, debate and auction fundraiser, about the success of last year's inaugural event, what's on offer this year and some of the auction items up for grabs. They also discuss the debating teams, raising money for the Rural Support Trust and its strategic partnership with Fieldays... And he talks with WeatherWatch CEO Phil Duncan about the outlook for June, which areas of NZ are needing rain and an update on the  El Niño situation. Tune in daily for the latest and greatest REX rural content on your favourite streaming platform, visit rexonline.co.nz and follow us on Instagram, Facebook and LinkedIn for more.

ceo dom nz mike green fieldays phil duncan sean goodwin
Baltimore Ravens The Lounge
Mike Green on Why He Could Flourish This Season, Coaches' Change in Pass Rush Philosophy, the Addition of Trey Hendrickson & More

Baltimore Ravens The Lounge

Play Episode Listen Later Jun 5, 2026 22:02 Transcription Available


Second-year OLB Mike Green joins Ryan Mink and Clifton Brown to talk about his rookie year takeaways, how he's approaching Year 2, how he could rack up double-digit sacks, what's changed with the new defensive coaching staff, and more.See omnystudio.com/listener for privacy information.

DoctorDemographics Podcast
Top Southern States for New Practices in 2027

DoctorDemographics Podcast

Play Episode Listen Later Jun 3, 2026 14:23


Welcome to The Perfect Place to Put a Practice! In this episode, Mike Green from Doctor Demographics explores the top 5 southern states trending positive for dentists opening new practices in 2027. We break down population growth, economic opportunities, business-friendly policies, patient demand, and practical tips for each state—Texas, Florida, North Carolina, South Carolina, and Georgia. Whether you're a dentist, veterinarian, or optometrist, discover where your practice can thrive in the booming South.

The Sports Bar
Are We Getting Bills vs Rams Super Bowl LXI in 2027?

The Sports Bar

Play Episode Listen Later Jun 3, 2026 50:42


Full Hour 1 in The Sports Bar. Are we getting a Bills-Rams Super Bowl LXI in 2027? Gene explains. Matt Parrino from the Syracuse Post Standard & The Shout Podcast stops in (live from golf course) to answer Gene's burning questions. Finally The DanDalorian fills in for Tim and shares his take of the day.

Iowa State CyCast
Ep 353 - Jay Schindler

Iowa State CyCast

Play Episode Listen Later Jun 2, 2026 16:46


Mike Green, Director of Letterwinners Engagement, visits with former ISU swimmer, Jay Schindler, who will be inducted into the ISU Athletics Hall of Fame this September. Schindler was a five-time All-American at Iowa State and a six-time conference champion, specializing in the breaststroke. He also led the Cyclones to the 1995 Big Eight team championship.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

CyCast
Ep 352 - Georges Niang

CyCast

Play Episode Listen Later May 28, 2026 35:14


In September, Georges Niang will be inducted into the ISU Athletics Hall of Fame. Mike Green, Director of Letterwinners Engagement, visits with Iowa State's only two-time men's basketball All-American about his brilliant collegiate career which has led to a ten-year career in the NBA.

Iowa State CyCast
Ep 352 - Georges Niang

Iowa State CyCast

Play Episode Listen Later May 28, 2026 35:14


Georges Niang will be inducted into the ISU Athletics Hall of Fame in September. Mike Green, ISU's Director of Letterwinners Engagement, visited with Niang. Georges is the only two-time All-American in Iowa State men's basketball history and he's currently in his tenth season in the NBA.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Growing the Future
Before You Spray: 3 Things That Could Cost You Money This Season

Growing the Future

Play Episode Listen Later May 28, 2026 62:19


Tom Wolf opened with the frame that carried the session: doing the right thing at the right time. Take away the right time part and the right thing is irrelevant. Spraying has changed dramatically -- operators who used to make two passes a year now make three to five, and the equipment cost running at roughly $400 an hour means every minute away from spraying is measurable. The first section covered water quality, built around five numbers from a standard water test. Darren Sander opened with the operator's version of the lesson: Crop-Aid's farm pulls from a cold well at 1,200 TDS, so they tank it into black poly storage and spray from the warmest tank first. Cold water hurts efficacy -- especially glufosinate. Tom then walked through pH (most mixes fine; what matters is the final mix pH, not source pH), TDS and conductivity (under 500 is clean; most Prairie wells come in over 1,000; the number tells you whether to look further), bicarbonates (500 ppm is the threshold; above it, ammonium sulfate is the most versatile fix), total hardness (calcium carbonate equivalent; Jeff Bennett's water had very low hardness but elevated sodium, which still antagonizes glyphosate and glufosinate), and turbidity (aluminum sulfate as a flocculant for dugouts; stir and leave 24 to 48 hours). Jeff's live water test from Agvise became the worked example. Tom's verdict: low hardness, elevated sodium, ammonium sulfate recommended. The coverage section opened with a number that reframed the whole conversation: according to a Mesonet researcher in North Dakota, 100 percent of nights in the state experience thermal inversions. Some are worse than others, but the baseline is total. Under an inversion, fine droplets go where they want -- downhill if there is topography, anywhere if there is not. Tom's prescription: start on the downwind side of the field, spray perpendicular to the wind, turn into the headwind on every pass. Never spray down and then back against the wind. The droplet size discussion followed: coarser nozzles, deployed early in Canada before most countries, allowed operators to spray in slightly windier conditions without adding drift risk. Air induction tips are the go-to for general spraying. Spray pressure -- as low as 30 psi for AI tips -- adjusts droplet size one category in either direction. Water sensitive paper laid on the ground is the cheapest coverage check available. On water volume, Tom's position was direct: more is better. Complex tank mixes behave better with more water. More water allows coarser droplets without losing coverage. Later-season applications -- PGRs, fungicides, desiccants -- want 10 to 15 gallons per acre. Cutting back on water to improve logistics is a trade with a real cost. The logistics section brought Jay Peterson into the conversation. He runs a 1,600-gallon machine with a 120-foot boom and a dedicated water truck driver. His fill times on easy mixes: seven to nine minutes on three-inch plumbing. Complex mixes with dry products that need to hydrate: 15 minutes. Tom confirmed those numbers are right. The tendering revolution changed spraying fundamentally: a 30-minute fill is now a five-minute fill, which means filling is the stressful moment and spraying is the calm one. Continuous rinsing systems collapsed a three-quarter-hour triple rinse down to five minutes. Tom's recommended exercise: when the sprayer engine is running, write down what you're doing if you're not spraying. Data entry, monitor troubleshooting, looking for a menu -- every one of those is a round you did not spray. The session closed on the same line it opened with: an important job is worth doing well. Key Topics The five water quality numbers: pH (final mix matters more than source), TDS/conductivity (500 clean threshold), bicarbonates (500 ppm action threshold), total hardness (calcium carbonate equivalent), turbidity (aluminum sulfate flocculant) Ammonium sulfate as the most versatile water conditioner -- binds hard water cations AND improves herbicide uptake Warm water and spray efficacy: glufosinate works significantly better with warm water; Darren Sander's black poly tank system Thermal inversions: 100% of nights in North Dakota are inverted; fine droplets go where they want under inversion Spray direction strategy: downwind start, perpendicular to wind, headwind turns on every pass Coarser nozzles and Canada's early adoption: air induction tips as the go-to for general spraying; pressure adjusts droplet size Water volume: why cutting back hurts complex tank mixes, coverage flexibility, and late-season applications Sprayer logistics and the tendering revolution: three-inch plumbing, five-minute fills, continuous rinsing systems Time accounting: write down what you're doing when the engine is running but you're not spraying Foam management: turn off agitator while filling; Halt defoamer for high-salt tank mixes Resources Mentioned Sprayers 101 -- sprayers101.com (Tom Wolf, Dr. Jason DeVos) Crop-Aid Nutrition -- cropaidnutrition.com (Darren Sander) Spray Water Cheat Sheet -- Tom Wolf / Crop-Aid co-branded, distributed to all registrants Agvise Labs -- water testing (Jeff Bennett's water test source) ALS Labs, Saskatoon -- water testing Saskatchewan Research Council (Innovation Place, Saskatoon) -- water testing Nozzle Ninja, Stettler AB -- nozzle parts, mail order (nozzleninja.com) Agri Auto, Saskatoon -- nozzle parts, expanded store north end Water sensitive paper -- available at Agri Auto Saskatoon and Nozzle Ninja Halt defoamer -- high-salt tank mix defoamer (Darren Sander recommendation) Aluminum sulfate -- dugout turbidity flocculant; source via municipalities or water treatment suppliers ClearTech -- aluminum sulfate supplier (mentioned by Mike Green in chat) Connect Sprayers 101 -- sprayers101.com (click Tom Wolf name at bottom of page) Crop-Aid Nutrition -- cropaidnutrition.com growingthefuture.ca Register for the Convergence Conference at convergence.ag and stay updated by subscribing to the Growing the Future Podcast at growingthefuturepodcast.ca.

Filmstudy with Ken McKusick
Expectations: Dawkins and Green

Filmstudy with Ken McKusick

Play Episode Listen Later May 22, 2026 56:59


Ken and Nik discuss expectations for Nick Dawkins and Mike Green.Our Sponsors:* Check out BetterHelp and use my code betterhelp.com for a great deal: https://www.betterhelp.comAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Top Traders Unplugged
GM101: When Passive Breaks the Market ft. Hari Krishnan & Cem Karsan

Top Traders Unplugged

Play Episode Listen Later May 20, 2026 73:52 Transcription Available


Hari Krishnan joins Niels and Cem for a deep exploration of what happens when markets become dominated by flows rather than fundamentals. Drawing on his new paper with Mike Green and Stefan Sturm, Hari explains why rising passive ownership may weaken price discovery, amplify concentration in mega-cap stocks and create conditions for reflexive instability. The conversation expands far beyond indexing, touching on volatility targeting, leverage, dispersion, inflation, government intervention and the growing dependence of the global economy on rising asset prices. Along the way, Cem and Hari debate whether policymakers can continue stabilizing an increasingly fragile system, what could trigger a structural break, and how investors should think about positioning in a world where flows may matter more than fundamentals.-----50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE-----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT's TRUE ? – most CIO's read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.Learn more about the Trend Barometer here.Send your questions to info@toptradersunplugged.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Cem on Twitter.Follow Hari on LinkedIn.Episode TimeStamps: 00:00 - Hari warns about a fragile financial system dependent on a handful of decision-makers01:06 - Niels introduces Hari's new paper with Mike Green and Stefan Sturm03:00 - Why passive investing may weaken the link between fundamentals and prices08:40 - The key assumptions behind the model12:49 - How passive adoption accelerated structural market changes15:11 - Cem explains why markets may now drive the economy rather than reflect it23:38 - Can policymakers control a complex financial system?27:03 - How passive flows amplify mega-cap concentration31:22 - The changing role of dispersion, volatility and positioning41:04 - What the model suggests about instability at high passive ownership levels46:21 - Why 2022 may have been a warning sign51:55 - Inflation, government intervention and the limits of market control55:33 - What could trigger a systemic break?01:07:28 - Political and demographic pressures beneath the system01:10:43 - Hari's portfolio implications: stay long, hedge smartly and own inflation sensitivityCopyright © 2025 – CMC AG – All Rights Reserved----PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey:1. eBooks that cover key topics that you need to know about In my eBooks, I put together some key discoveries and things I have learnt during the more than 3 decades I have worked in the Trend Following industry, which I hope you will find useful. Click Here2. Daily Trend Barometer and Market Score One of the things I'm really proud of, is the fact that I have managed to published the Trend Barometer and Market Score each day for more than a decade...as these tools are really good at describing the environment for trend following managers as well as giving insights into the general positioning of a trend following strategy! Click Here3. Other Resources that can help youAnd if you are hungry for more useful resources from the trend following world...check out some precious resources that I have found over the years to be really valuable. Click HerePrivacy PolicyDisclaimer

Saxo Market Call
Global bond yields are the captain now.

Saxo Market Call

Play Episode Listen Later May 18, 2026 18:59


Today, a look at global bond yields setting the agenda across markets, the "nothingburger" Xi-Trump summit failing to make waves, the king of earnings reports coming in this week in the form of Nvidia's call after the close on Wednesday, a look at key macro and FX developments and much more. Today's pod hosted by Saxo Global Head of Macro Strategy John J. Hardy Links Bloomberg article says power prices are spiraling higher in the US' largest electric grid due to data center demand FTAlphaville says that China is not Japan, but "its real estate market has been doing a darn good impression." Mike Green was on Macrovoices, talking passive investing, lack of inflation risks and potential for Fed cuts surprisingly soon. About twice per week, you will find links discussed on the podcast and a chart-of-the-day over at the John J. Hardy substack. Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team here. Please reach out to us at marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo. Intro music by AShamaluevMusic DISCLAIMER This content is marketing material. Trading financial instruments carries risks. Always ensure that you understand these risks before trading. This material does not contain investment advice or an encouragement to invest in a particular manner. Historic performance is not a guarantee of future results. The instrument(s) referenced in this content may be issued by a partner, from whom Saxo Bank A/S receives promotional fees, payment or retrocessions. While Saxo may receive compensation from these partnerships, all content is created with the aim of providing clients with valuable information and options.

Thoughtful Money with Adam Taggart
Passive Capital Flows Are All That Matter For Stocks. Are They Starting To Falter? | Mike Green

Thoughtful Money with Adam Taggart

Play Episode Listen Later May 17, 2026 85:12


WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.comMike Green has become famous for his work empirically proving that net positive passive capital flows have predominantly been responsible for the strong performance of stocks since the GFC.He has also warned that should those flows weaken, or even turn negative, stock prices will start moving in reverse.And he's starting to see early signs that they may indeed be starting to falter?When will that matter?And what will that really mean for markets?To find out, watch this video#passiveinvesting #retirementplanning #capitalflows _____________________________________________ 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.All the details on Thoughtful Money's relationship with the financial advisors it endorses, many of whom regularly appear on this program, can be found in the following documents. We highly recommend you review these documents as they cover the terms that will apply should you choose to work with one of these firms at any time after watching this video.Thoughtful Money Disclosure Document: https://thoughtfulmoney.com/wp-content/uploads/2023/12/Thoughtful-Money-Disclosure-Document-12.6.23.pdf?pid=227Thoughtful Money Agreement: https://thoughtfulmoney.com/wp-content/uploads/2024/11/Thoughtful-Money-Agreement-Agreement.docx?pid=227IMPORTANT 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 © 2026 Thoughtful Money LLC. All rights reserved.

Macro Voices
MacroVoices #532 Mike Green: Record Mechanical Flows

Macro Voices

Play Episode Listen Later May 14, 2026 106:50


MacroVoices Erik Townsend & Patrick Ceresna welcome, Mike Green. They discuss why the Hormuz crisis hasn't derailed the S&P 500's surge to new all-time highs, Mike's disagreement with secular-inflation forecasts, why Kevin Warsh could be more likely to cut rates aggressively than hike, and the unintended consequences of passive investing through index funds. https://bit.ly/3R6TDhH    

Iowa State CyCast
Ep 351 - Edward Kemboi

Iowa State CyCast

Play Episode Listen Later May 13, 2026 26:38


Mike Green, Director of Letterwinners Engagement visits with track star Edward Kemboi, who will be inducted into the ISU Athletics Hall of Fame in September. Edward was a two-time NCAA champion in the 800 meter run and an eight-time All-American.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

CyCast
Ep 351 - Edward Kemboi

CyCast

Play Episode Listen Later May 12, 2026 26:38


Edward Kemboi will be inducted into the ISU Athletics Hall of Fame this September. Edward was a two-time NCAA champion in the 800 meter run and an eight-time All-American. Mike Green, ISU's Director of Letterwinners Engagement visits with Kemboi about his illustrious career.

On The Tape
Michael Green: Has Passive Investing Crossed The Rubicon? | On The Tape

On The Tape

Play Episode Listen Later May 8, 2026 50:55


Mike Green returns to On The Tape discuss why U.S. equities hit record highs despite the Iran war and oil spike, arguing systematic 401(k) and volatility/trend strategies drove historic inflows and that markets had largely priced in fear via VIX, correlation, skew, and heavy hedging that later unwound. He critiques Nasdaq's new low-float multiplier rules as boosting demand for IPOs like SpaceX/OpenAI and warns S&P's proposal to waive profitability requirements could turn the index into a private-equity exit vehicle and alter its historical quality bias. Green views the Fed as mostly narrative-driven except during major rate shifts, faults data-dependence, and says inflation swaps don't show a breakout, while high rates act as a fiscal transfer that reinforces a K-shaped economy. He explains passive bond indexing can underweight long-duration Treasuries, potentially motivating buybacks/yield-curve-control-like actions. The conversation also covers AI capex, emerging AI-driven job restructuring favoring older workers, and Bitcoin's ETF-driven financialization and limited utility. Show Notes Checkout Mike's Substack: https://www.yesigiveafig.com/ Follow On The Tape on YouTube: https://www.youtube.com/channel/UCe8y7CzcjhMPTzem-Zn6sqA —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

CyCast
Ep 350 - Big Daddy Hunt

CyCast

Play Episode Listen Later May 7, 2026 37:27


In September, former All-Big Eight defensive lineman Lawrence "Big Daddy" Hunt will be inducted into the ISU Athletics Hall of Fame. Hunt had a great career, racking up 334 career tackles and helping lead Iowa State to it's first two bowl appearances in school history. Mike Green, Director of Letterwinners Engagement conducts the interview with Big Daddy.

Iowa State CyCast
Ep 350 - Big Daddy Hunt

Iowa State CyCast

Play Episode Listen Later May 7, 2026 37:27


Mike Green, Director of Letterwinners Engagement, visits with Lawrence "Big Daddy" Hunt, who will be inducted into the ISU Athletics Hall of Fame in September. Hunt was a first-team All Big Eight defensive lineman at Iowa State, and racked up 334 career tackles while leading Iowa State to the first two bowl appearances in school history. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Okay, Computer.
Michael Green: Has Passive Investing Crossed The Rubicon?

Okay, Computer.

Play Episode Listen Later May 6, 2026 44:27


Click the link http://kalshi.com/r/MOSES or download the Kalshi App and use code MOSES to sign up and trade today!Mike Green returns to discuss why U.S. equities hit record highs despite the Iran war and oil spike, arguing systematic 401(k) and volatility/trend strategies drove historic inflows and that markets had largely priced in fear via VIX, correlation, skew, and heavy hedging that later unwound. He critiques Nasdaq's new low-float multiplier rules as boosting demand for IPOs like SpaceX/OpenAI and warns S&P's proposal to waive profitability requirements could turn the index into a private-equity exit vehicle and alter its historical quality bias. Green views the Fed as mostly narrative-driven except during major rate shifts, faults data-dependence, and says inflation swaps don't show a breakout, while high rates act as a fiscal transfer that reinforces a K-shaped economy. He explains passive bond indexing can underweight long-duration Treasuries, potentially motivating buybacks/yield-curve-control-like actions. The conversation also covers AI capex, emerging AI-driven job restructuring favoring older workers, and Bitcoin's ETF-driven financialization and limited utility.Checkout Mike's SubStack: https://www.yesigiveafig.com/--ABOUT THE SHOWFor decades, Danny has seen it all on Wall Street and has built his reputation on integrity, curiosity and skepticism that he will bring with him each week. Having traded through the Great Financial Crisis and being featured in "The Big Short" is only part of the experiences Danny wants to share with the listener. This weekly podcast cuts through market noise, offering entertaining and informative discussions with expert guests giving their views of the financial world and the human side of it. Whether you're a seasoned investor or just getting started, On The Tape provides something for all listeners.Follow Danny on X: @dmoses34The financial opinions expressed are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on this content.Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in 'On The Tape' carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose.Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service. Hosted on Acast. See acast.com/privacy for more information.

BTC Sessions
The Big Lie Masking America's 50-Year Economic Collapse | Mike Green & Jeffrey Tucker

BTC Sessions

Play Episode Listen Later May 4, 2026 87:41


Mentor Sessions Ep. 067: The Big Lie Masking America's 50-Year Economic Collapse, Boomers Hoarding All Assets With No Buyers Left, and Why AI Demands Expertise| Michael Green & Jeffrey TuckerWhat if the problem isn't the policy — it's the system itself?Michael Green and Jeffrey A. Tucker sit down for a rare, wide-ranging conversation that cuts to the root of what's wrong with modern economics, monetary policy, and the assumptions most people never think to challenge. From the structural shifts that began in the mid-20th century to the invisible architecture of today's financial system, this discussion pulls back the curtain on ideas that mainstream economists refuse to touch.In this conversation, you'll learn why participation in the current financial system doesn't equal understanding of it, what economic data from 1950 reveals about where we are today, how the incentives baked into modern money shape behavior at every level of society, why Bitcoin represents a genuine alternative rather than just another asset, and what both Green and Tucker believe must change before any real economic reform is possible. If you've ever felt like the official explanations don't add up — this conversation will give you the framework to understand why.⏱️ Timestamps:00:00 - The Dual Income Trap: How Two Incomes Masked America's Decline00:01:02 - Introducing Michael Green & Jeffrey Tucker00:01:36 - Jeffrey Tucker: The Real Story Behind Household Income Stats00:06:33 - 1950 (20%) vs 1990s (65%): Rise of Dual Income Households00:10:05 - Michael Green on Expenses, Childcare & True Economic Health00:13:46 - $30,000/Year Childcare: The Hidden Cost Destroying Families00:17:41 - Golden Handcuffs: Corporate Jobs & Benefits Trap00:20:05 - Retirement System That Forces Boomer Asset Hoarding00:23:57 - Demographic Crisis: No Buyers Left for Boomer Assets00:27:28 - Housing Market Breakdown & Reverse Mortgages00:32:45 - Why Individualism Over Community Broke the System00:39:56 - Antitrust Failure, Consolidation & Real Capitalism00:42:33 - Corporate Consolidation Crushing Competition (Food, Healthcare, Tech)00:49:57 - Voluntary vs Coercive Exchanges: Capitalism's Hidden Flaw00:55:19 - COVID Mandates & Why Libertarianism Keeps Failing01:00:11 - How Intellectual Property Created Tech Monopolies01:02:48 - Michael Green on the Philadelphia Society01:05:13 - History of Women Entering the Labor Force01:17:02 - Future Outlook: Community Return & Economic Self-Correction01:22:25 - AI, Job Market Shifts & Deflationary Bust Warning

Alaska Wild Project
AWP Episode 269 "SERE Coach" w/ Rob Bowler (Rob Bowler Coaching)

Alaska Wild Project

Play Episode Listen Later May 2, 2026 161:17


Daniel Buitrago, Brandon Fifield & Jack Lau invite special guest Rob Bowler in studio. Rob is an all around bad ass, back country rescue & survival specialist and coach mentor!   Villages of Prince William Sound, People of the Chugach, Alaska Air Transit, AV gas prices, clean your f'n car, Daniels Dock project, shout out to Shane, 4:20 @ The Treehouse, Kodiak Kush, farewell to Molly and and her run as executive director w/AK Wild Sheep Foundation, Rob the Bowler, EMS “Eastern Mountain Sports”, growing up and recreating in Adirondack Park, a run at Syracuse, paddling the Noatak River, guiding in the Brooks Range & Bettles Alaska, always carry a river shotgun, 25-year career as an EMT & Firefighter, transition and enlisting into the military SERE team, TRAP team, 212th, 211th & 210th rescue squadron, personal recovery, bro trip on Denali, working in Avalanche awareness and Alaska Avalanche School, Reverse Metro Music Promotions, top 8 on My Space, paradise in Seldovia, the Bradley damn, a passion for life coaching, ripping in a Cessna 170, Mike Green mentorship and Alaska Expansion Project, Trivia brought to you by Connoisseur Crude, SERE start up, Chilkat Indian Village,  history behind 4:20, Rapid Fire brought to you by Alaska Gun Company, Ernie Ball surveying the Brooks Range, Closing statements and where to find robbowler.com        Visit our Website - www.alaskawildproject.com Follow us on Instagram -  www.instagram.com/alaskawildproject Subscribe on YouTube - www.youtube.com/@alaskawildproject $upport the show! - www.patreon.com/alaskawildproject Check Rob out! - www.robbowler.com 

Iowa State CyCast
Ep 349 - Christina Hillman

Iowa State CyCast

Play Episode Listen Later Apr 30, 2026 18:38


Mike Green, Director of Letterwinners Engagement, visits with Christina Hillman who won two NCAA championships in the shot put at Iowa State. In September, Hillman will be inducted into the ISU Athletics Hall of Fame. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Front Row Dads:  Family Men With Businesses
The Secret to Getting Mother's Day Right Every Time

Front Row Dads: Family Men With Businesses

Play Episode Listen Later Apr 28, 2026 7:04


FRD member Mike Green with a quick one for dads before Mother's Day. If you've ever scrambled at the last minute, grabbed flowers from Trader Joe's, and hoped for the best, this is for you. Mike breaks down the Platinum Rule, which is not treat her the way you want to be treated, but treat her the way she wants to be treated. Sounds simple. But how do you actually know what she wants? Mike shares three curiosity tools that replace guessing with intention: → Ask — but ask thoughtfully and early, not the night before → Observe — watch for the patterns, what drains her, what lights her up, take notes months ahead → Empathy — step into her world and feel what this season of life actually feels like for her Then he gives you a simple past, present, future filter to design a day that's actually about her experience, not just your effort. Short, practical, and worth 6 minutes of your time before Sunday.

Front Row Dads:  Family Men With Businesses
How to Repair After You Blow Up at Your Kids

Front Row Dads: Family Men With Businesses

Play Episode Listen Later Apr 23, 2026 28:31


FRD member Mike Green sits down with fellow FRD member Danny Mulvihill for a conversation every dad needs to hear. Danny is a father of two daughters (10 and 14) and has been married for 17.5 years. For most of his adult life, he was the master of "I'm sorry, but." The words were there but the energy was off. Two years ago, after a heated argument with his older daughter, his wife pushed him to go upstairs and repair it before bed. He didn't want to. He climbed those stairs, fighting it every step. But what happened when he got there changed how he shows up as a father. They get into: → How to name the specific thing you did wrong and then stop talking → Why you can be right or you can be connected, but rarely both at the same time → How the repair process actually shortens the gap between blowing up and catching yourself → Why proper repair is sometimes better than never having the rupture at all → The long-term stakes of how you apologize to your daughters and what it teaches them to accept in future relationships → How learning to repair opened the door to showing real emotion in front of his kids for the first time  

Purple Reign Podcast
How Nnamdi Madubuike's Return COMPLETELY Changes Ravens Offseason ft. @TheFlockRundown | #PRP

Purple Reign Podcast

Play Episode Listen Later Apr 22, 2026 70:00


In this episode of Quiet Storm Sports, we react to the latest of Ravens Nation and more in the sports world as of 4/21/2026, Be sure to share your thoughts in the live chat/comments!!.

Iowa State CyCast
Ep 347 - Chris Baker

Iowa State CyCast

Play Episode Listen Later Apr 17, 2026 31:00


Mike Green, Director of Letterwinners Engagement, conducts an interview with former Iowa State golfer, Chris Baker. In September, Chris will be inducted into the Iowa State Athletics Hall of Fame. He is a former ISU Male Athlete of the Year and the only ISU men's golfer ever to earn his PGA Tour card. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

DoctorDemographics Podcast
Top 5 Midwestern Cities to Open a New Practice

DoctorDemographics Podcast

Play Episode Listen Later Apr 15, 2026 13:45


Welcome to The Perfect Place to Put a Practice with Mike Green from Doctor Demographics! In this episode, we reveal the Top 5 Midwestern Cities to Open a New Practice in 2026—a perfect mix of urban, suburban, and rural-adjacent opportunities with strong population growth, major new employers, and underserved healthcare needs. We break down why Des Moines, Omaha, Indianapolis, Grand Rapids, and Sioux Falls stand out for dentists, veterinarians, optometrists, and other private practice owners. Learn about patient demand, economic drivers, shortage areas, and practical tips to launch successfully.

NHRA Insider Podcast
8.13 Conquering Pomona: Greg Anderson and Mike Green Break It Down

NHRA Insider Podcast

Play Episode Listen Later Apr 14, 2026 61:20


On this episode of the NHRA Insider powered by Speedmaster Pomona winners Greg Anderson and Mike Green join host Brian Lohnes to talk about their weekends, their early seasons, and a whole lot more.    The Lucas Oil Winternationals were historic in its denotation of the 1,000th Funny Car race, challenging in its weather and track conditions, and ultimately epic in its ending. Both of these guys were able to navigate all of it in their respective roles. Anderson as a driver and tuner, Green as the Crew Chief for Tony Stewart in Top Fuel. Both guys break down the weekend, the season, and their awesome respective stories that saw them to the winner's circle in Pomona.  

The Talk of the Town
Talk of the Town April 9, 2026

The Talk of the Town

Play Episode Listen Later Apr 9, 2026 37:59 Transcription Available


Taylor Helms from Mon County Parks on the Ramp Dinner coming up at Mason Dixon Park A conversation with Attorney General J.B. McCuskey Ashok Argarwal and Mike Green on the reboot of 100 people That Care and their meeting coming up April 27 Cambrie Gerdes on the Morgantown Theater Company production of Sweeney Todd to be presented at the Met in downtown Morgantown in May 

Charles Payne's Unstoppable Prosperity Podcast
Charles' Take: Rising Gas Prices and the Potential for a Fed Pivot

Charles Payne's Unstoppable Prosperity Podcast

Play Episode Listen Later Apr 2, 2026 11:07


Charles Payne is joined by Mike Green, Chief Strategist at Simplify Asset Management, to discuss Europe's "short-sighted" economic and energy policies, the geopolitical implications of U.S. control over the Strait of Hormuz, and why recent inflationary pressures from rising gas prices could lead to a powerful policy pivot rally. Learn more about your ad choices. Visit podcastchoices.com/adchoices

DoctorDemographics Podcast
Greater Washington DC: Top 5 Best Areas to Open a Practice in 2026

DoctorDemographics Podcast

Play Episode Listen Later Mar 25, 2026 12:00


In this episode of The Perfect Place to Put a Practice, Mike Green from Doctor Demographics reveals the Top 5 areas in the Greater Washington DC region poised for success in 2026. From booming Loudoun County to the balanced growth of Frederick County, we break down population trends, income levels, housing growth, competition, and exactly why these locations offer strong opportunities for private practice owners.

The Drive with Paul Swann
March 3, 2026

The Drive with Paul Swann

Play Episode Listen Later Mar 3, 2026 55:24


Comments from former Marshall defensive end Mike Green are a highlight of today's edition of The Drive with Paul Swann.

Laugh Out Loud from CBC Radio
Putting your kids in fencing means they'll have no role models. And no use for fencing!

Laugh Out Loud from CBC Radio

Play Episode Listen Later Feb 25, 2026 27:41


We've got Mike Green and Allie Pearce. From Winnipeg, Mike Green talks about the challenges of being “racially ambiguous”, and from Niagara on the Lake, Allie Pearse offers some creative suggestions around getting married. And divorced.

The Jefferson Exchange
JPR arts and music experts share what to watch and hear this month

The Jefferson Exchange

Play Episode Listen Later Feb 19, 2026 29:43


JPR Senior Producer Natalie Golay, sitting in for host Mike Green, visited with JX Arts guides Vanessa Finney and Dave Jackson.

Making Sense
WTF Just Happened In Credit Markets

Making Sense

Play Episode Listen Later Feb 2, 2026 22:15


A key corner of the credit market is experiencing sustained and even accelerated selling at the end of January 2026. What we're talking about is historically one of the most economically sensitive segments, a growing caution about the climate ahead. And it's not the only one. From cryptocurrencies to the inability of the AI bubble to get going, the cracks continue to widen rather than fade away like everyone said they were going to. Eurodollar University's conversation w/Steve Van Metre----------------------------------------------------------------------------------------If you're a serious investor and want to capitalize on what the monetary system is signaling right now, plus deep discussions about what truly is the greatest threat we all face, join me and Brent, plus Hugh Hendry, George Gammon, Steve Van Metre, and Mike Green at Eurodollar University's very first Live Event, President's Day Weekend, February 2026. Small groups, intimate discussions. To reserve your spot just go here https://eurodollar-university.com/event-home-page----------------------------------------------------------------------------------------https://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

Making Sense
The Real Bubble No One Wants To Talk About (Mike Green)

Making Sense

Play Episode Listen Later Jan 30, 2026 51:36


Has the rally in silver gone so far now that the metal's price action is actually behaving like a meme stock? Or is there something more fundamental and deeply disturbing behind what precious metals are doing? Maybe we should consider how it isn't a loss of faith in the dollar as so many people wrongly claim which is propelling both gold and silver right now, what if it is the growing mistrust in how the entire world works and fits together. Or used to. Eurodollar University's Money & Macro Analysis---------------------------------------------------------If you're a serious investor and want to capitalize on what the monetary system is signaling right now, plus deep discussions about what truly is the greatest threat we all face, join me and Brent, plus Hugh Hendry, George Gammon, Steve Van Metre, and Mike Green at Eurodollar University's very first Live Event, President's Day Weekend, February 2026. Small groups, intimate discussions. To reserve your spot just go here https://eurodollar-university.com/event-home-page---------------------------------------------------------Part 1: My Life Is a LieHow a Broken Benchmark Quietly Broke Americahttps://www.yesigiveafig.com/p/part-1-my-life-is-a-lieAgency Costs of Overvalued Equityhttps://papers.ssrn.com/sol3/papers.cfm?abstract_id=480421https://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

Making Sense
BREAKING: BlackRock's Credit Fund Just Blew Up (What You Must Know)

Making Sense

Play Episode Listen Later Jan 28, 2026 20:27


One of BlackRock's private credit funds has just resurrected the cockroach concerns over debt woes in the space. By announcing that it will have to write down 19% of its net asset value, the fund also discloses more areas of cockroach concerns beyond those we had already become aware of. While at the same time, further reminding everyone how everything that people were worried about before they need to keep worrying about and then some. Eurodollar University's Money & Macro Analysis------------------------------------------------------------------------------------------EDU LIVE PRESIDENT'S DAY FEBRUARY 2026If you're a serious investor and want to capitalize on what the monetary system is signaling right now, plus deep discussions about what truly is the greatest threat we all face, join me and Brent, plus Hugh Hendry, George Gammon, Steve Van Metre, and Mike Green at Eurodollar University's very first Live Event, President's Day Weekend February 2026. Small groups, intimate discussions. To reserve your spot just go here but you better hurry, there aren't many spots left:https://eurodollar-university.com/event-home-page------------------------------------------------------------------------------------------BlackRock TCP SEC Filing 8Khttps://www.sec.gov/ix?doc=/Archives/edgar/data/0001370755/000114036126002240/ef20063739_8k.htmBlackRock Private Debt Fund Tumbles After Writing Down Loanshttps://www.bloomberg.com/news/articles/2026-01-26/blackrock-private-debt-fund-tumbles-after-writing-down-loansFlawed Valuations Threaten $1.7 Trillion Private Credit Boomhttps://www.bloomberg.com/news/articles/2024-02-28/how-private-credit-market-boom-is-hiding-potential-valuation-problemsBlackRock to Auction Amazon Seller Once Valued at $1 Billionhttps://pe-insights.com/blackrock-to-auction-amazon-seller-once-valued-at-1-billion/https://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

Making Sense
Ray Dalio Makes Shocking Prediction (Here's What You MUST Know)

Making Sense

Play Episode Listen Later Jan 26, 2026 22:20


Billionaire investor Ray Dalio is warning we shouldn't be focused on trade wars, instead the real concern is capital wars. In those, Dalio says there will be a reduced appetite for owning US government debt or any US assets. Maybe even including American stocks. The comments were made in the context of recent geopolitical flashpoints in Venezuela and Greenland. As always, there's a lot of noise surrounding this kind of topic, but what does the evidence say?Eurodollar University's conversation w/Steve Van Metre---------------------------------------------------------If you're a serious investor and want to capitalize on what the monetary system is signaling right now, plus deep discussions about what truly is the greatest threat we all face, join me and Brent, plus Hugh Hendry, George Gammon, Steve Van Metre, and Mike Green at Eurodollar University's very first Live Event, President's Day Weekend, February 2026. Small groups, intimate discussions. To reserve your spot just go here https://eurodollar-university.com/event-home-page---------------------------------------------------------CNBC Ray Daliohttps://www.youtube.com/watch?v=Gda9T9gZSe4https://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

Making Sense
You Won't Believe What Just Happened in Japan

Making Sense

Play Episode Listen Later Jan 23, 2026 53:49


The Japanese government bond market suffered a major meltdown this week that has shaken up a lot of people as they try to figure out what's going on over there and how it might impact more than just government bonds as a class. One of the key factors that has emerged, however, is just how little selling it took to create these massive price swings. That has enormously profound implications.  Eurodollar University's Money & Macro Analysis------------------------------------------------------------------------------------------EDU LIVE PRESIDENT'S DAY FEBRUARY 2026If you're a serious investor and want to capitalize on what the monetary system is signaling right now, plus deep discussions about what truly is the greatest threat we all face, join me and Brent, plus Hugh Hendry, George Gammon, Steve Van Metre, and Mike Green at Eurodollar University's very first Live Event, President's Day Weekend February 2026. Small groups, intimate discussions. To reserve your spot just go here but you better hurry, there aren't many spots left:https://eurodollar-university.com/event-home-page------------------------------------------------------------------------------------------https://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

Making Sense
Macy's Just Issued a Very Grim Warning About Consumer Behavior

Making Sense

Play Episode Listen Later Jan 21, 2026 20:20


Macy's is the latest retailer to admit to struggling in the current economic climate, closing several of what it calls fulfillment centers, basically warehouse facilities in Connecticut and Oklahoma and shedding thousands of those jobs. That comes in addition to even more store closings across the country. Why? Because only the wealthy are spending so the company wants to focus as much as possible on that segment. Macy's is not alone.  EDU LIVE PRESIDENT'S DAY FEBRUARY 2026If you're a serious investor and want to capitalize on what the monetary system is signaling right now, plus deep discussions about what truly is the greatest threat we all face, join me, Hugh Hendry, George Gammon, Steve Van Metre, Brent Johnson, Mike Green at Eurodollar University's very first Live Event, President's Day Weekend February 2026. To reserve your spot just go here but you better hurry, there aren't many spots left:https://eurodollar-university.com/event-home-pageEurodollar University's Money & Macro AnalysisDelta Declines on Tepid Forecast as Geopolitics Weigh on Travelhttps://www.bloomberg.com/news/articles/2026-01-13/delta-places-major-boeing-order-as-earnings-support-travel-boomMacy's plans to close stores in 12 states—see if your city is listedhttps://www.msn.com/en-us/foodanddrink/foodnews/macy-s-plans-to-close-stores-in-12-states-see-if-your-city-is-listed/ar-AA1UirgL?cvid=696b13e01f884a7ab6d68a7ead48018f&ocid=BHEA000Macy's to close Oklahoma fulfillment centerhttps://www.supplychaindive.com/news/macys-to-close-tulsa-oklahoma-fulfillment-center-bold-new-chapter/809289/Macy's to lay off nearly 1,000 at Connecticut fulfillment centerhttps://www.retaildive.com/news/macys-layoffs-cheshire-connecticut-fulfillment-center/809837/https://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

Making Sense
Global Currencies Doing Something Very Dangerous

Making Sense

Play Episode Listen Later Jan 15, 2026 21:10


The Japanese yen keeps tumbling and as it does it is tanking the bond market over there. What we have is the first case of a currency value setting interest rates, with, of course, the Bank of Japan helplessly caught in the middle. That helplessness is reinforced by the fact Japan's currency is being closely paralleled by South Korea's and others across Asia. The tumbling won and yen have led to government calls for stringent action, including from Treasury Secretary Bessent today.Eurodollar University's Money & Macro Analysis---------------------------------------------------------------------------------------------------------------------EDU LIVE PRESIDENT'S DAY FEBRUARY 2026If you're a serious investor and want to capitalize on what the monetary system is signaling right now, plus deep discussions about what truly is the greatest threat we all face, join me, Hugh Hendry, George Gammon, Steve Van Metre, Brent Johnson, Mike Green at Eurodollar University's very first Live Event, President's Day Weekend February 2026. To reserve your spot just go here but you better hurry, there aren't many spots left:https://eurodollar-university.com/event-home-page---------------------------------------------------------------------------------------------------------------------Statement from Federal Reserve Chair Jerome H. Powellhttps://www.federalreserve.gov/newsevents/speech/powell20260111a.htmBloomberg Tariff Pass-Through Limited So Far, US Data Showhttps://www.bloomberg.com/news/newsletters/2026-01-13/tariff-pass-through-limited-so-far-us-data-show-evening-briefing-americas‘Sell America' Trade Is Revived by Trump's Latest Fed Attackhttps://www.bloomberg.com/news/articles/2026-01-12/fed-subpoenas-revive-sell-america-trade-on-autonomy-concernsSouth Korea Is Pulling Out All Stops to Try to Prop Up Wonhttps://www.bloomberg.com/news/articles/2025-12-18/south-korea-digs-deeper-into-intervention-toolkit-as-won-slidesBessent Calls Out Drop in South Korea's Won After Remarks on Yenhttps://www.bloomberg.com/news/articles/2026-01-14/bessent-flags-won-s-weakness-as-excessive-offering-rare-supporthttps://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

Making Sense
BREAKING: JP Morgan Just Sent a MASSIVE Warning to Credit Markets

Making Sense

Play Episode Listen Later Jan 14, 2026 21:35


JP Morgan missed on its earnings after failing to sell as many bonds as it was expecting for its customers. At the same time, Jamie Dimon, the bank's CEO, he of cockroach fame, was forced to acknowledge how the labor market had softened before then going on to describe Goldilocks anyway. This is something that has come up in a couple of other sources already, not Goldilocks though that is the Fed's official position, too. No, bond issuance is looking weak heading into 2026, another one of those key credit cycle signs.  Eurodollar University's Money & Macro Analysis---------------------------------------------------------------------------------------------------------------------EDU LIVE PRESIDENT'S DAY FEBRUARY 2026If you're a serious investor and want to capitalize on what the monetary system is signaling right now, plus deep discussions about what truly is the greatest threat we all face, join me, Hugh Hendry, George Gammon, Steve Van Metre, Brent Johnson, Mike Green at Eurodollar University's very first Live Event, President's Day Weekend February 2026. To reserve your spot just go here but you better hurry, there aren't many spots left:https://eurodollar-university.com/event-home-page---------------------------------------------------------------------------------------------------------------------JPM Q4 2025https://www.jpmorganchase.com/content/dam/jpmc/jpmorgan-chase-and-co/investor-relations/documents/quarterly-earnings/2025/4th-quarter/d868c7ef-1670-465d-ba75-c2b36ddbcc6b.pdfJPM Q4 2024 https://www.jpmorganchase.com/content/dam/jpmc/jpmorgan-chase-and-co/investor-relations/documents/quarterly-earnings/2024/4th-quarter/36b3c0a4-3ecd-422e-8167-0a31372f3438.pdfA Growing Number of Bonds Edge Closer to Junk Statushttps://www.tradealgo.com/news/a-growing-number-of-bonds-edge-closer-to-junk-statushttps://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

Making Sense
Trump Just Triggered Housing QE (Brace for Impact)

Making Sense

Play Episode Listen Later Jan 12, 2026 21:22


Call it GSE QE. The same day it was reported US housing construction fell to the lowest since 2020, the Trump administration announced it was going to direct the housing GSEs, Fannie mae and Freddie Mac, to buy $200 billion in mortgage securities. The idea is that those purchases will reduce mortgage borrowing costs and offer some aid to struggling households who might then consider buying a house previously out of their reach.  Eurodollar University's conversation w/Steve Van Metre---------------------------------------------------------------------------------------------------------------------What if your gold could actually pay you every month… in MORE gold?That's exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.Check it out here: https://monetary-metals.com/snider---------------------------------------------------------------------------------------------------------------------EDU LIVE PRESIDENT'S DAY FEBRUARY 2026If you're a serious investor and want to capitalize on what the monetary system is signaling right now, plus deep discussions about what truly is the greatest threat we all face, join me, Hugh Hendry, George Gammon, Steve Van Metre, Brent Johnson, Mike Green at Eurodollar University's very first Live Event, President's Day Weekend February 2026. To reserve your spot just go here but you better hurry, there aren't many spots left:https://eurodollar-university.com/event-home-page---------------------------------------------------------------------------------------------------------------------Monetary Policy and the Mortgage Markethttps://www.kansascityfed.org/Jackson%20Hole/documents/10336/schnabl_jh.pdfDid the Federal Reserve's MBS Purchase Program Lower Mortgage Rates?https://www.federalreserve.gov/pubs/feds/2011/201101/201101pap.pdfhttps://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU