Podcasts about Oil

Aug 4, 2026 – Stocks surged to record highs Tuesday as the S&P 500 and Dow rallied on blowout cloud earnings from Amazon and Microsoft. But CIO Peter Boockvar warns the AI-fueled melt-up may be a "bear trap." He breaks down the historic data center...

The ramifications of the US attack on Iran have been a harsh reminder of the centrality of oil to the global economy – and not just for fuel and transport. Political economist Adam Hanieh reflects on the rise of crude oil in the 20th century. He argues that the blockage in the Gulf threatens to set off a more serious global crisis than seen in the 1970s. (Encore presentation.) Adam Hanieh, Crude Capitalism: Oil, Corporate Power, and the Making of the World Market Verso, 2025 The post Oil and Global Capitalism appeared first on KPFA.

Iran's foreign ministry spokesman says that talks with Oman on a new mechanism for vessels going through the strait have been positive. President Trump has so far rejected any deal that would allow Iran to maintain control over the waterway.Also in the programme: Oil prices have again fallen, after the latest suggestions from US officials that a deal with Iran about reopening the Strait of Hormuz might soon be agreed; why SpaceX expects a space crash on the Moon; and 'Digital lifeline' - Gaza tech workers give glimpse of possible future.(Photo credit: Getty Images)

Oil companies are seeing their profits spike as the Iran war continues, but President Trump says they're making too much money. So why are profits so high? Sarah Rogers takes a look. Plus, how would you feel if the government was allowed to access data from your phone? US tech giant Apple has confirmed it has launched a new legal complaint against the UK government for trying to do just that.

Another batch of strong earnings powering the Dow and S&P 500 to record highs. Oil prices fall after Treasury Secretary Bessent told CNBC we may have a deal “today or tomorrow” on the Strait of Hormuz. And our panel debates whether we're in a K-shaped or a C-shaped economy. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Oil prices fell as low as 5% on Tuesday to a three-week low after comments by Qatar and U.S. Treasury Secretary Scott Bessent raised hopes for a diplomatic resolution to the Middle East conflict, which would improve oil flows through the Strait of Hormuz.Senate Republicans are expected to advance acting Attorney General Todd Blanche's nomination to be the next attorney general on a permanent basis. It had been delayed over concerns about the “anti-weaponisation” fund from two GOP members on the panel.Sens. John Cornyn (R-Texas) and Thom Tillis (R-N.C.) previously threatened Blanche's bid to lead the Justice Department over the $1.77 billion fund, which would be used to compensate people who suspect they were unfairly prosecuted by the Department of Justice (DOJ).

Once again, we've got more cops, more rock, and more Randy Newman sweating his butt off while playing the piano. It's Cop Rock Episode 6 - Oil of Ol'Lay.This may be Justin and Steve's sixth Cop Rock assignment, but this time the chief is sticking them with a new partner and resident musical expert, Ellen Gutoskey. She's here to help the boys understand how musical logic works and conduct a full investigation into whether those rules hold up in the world of Cop Rock.Ellen is in for one hell of a ride-along as the sixth installment of Steven Bochco's hard-edged cop show/musical delivers some of its most outlandish musical numbers yet, and quite possibly the cringiest scene in the entire series. Giddy up.Check out more from Ellen here!Check out more from Justin here: justindodd.rocksCheck out more from Steve here: stevejhward.comdrinkgenies.com

#902: Sam Altman gets roasted on the internet for making a case to use ChatGPT for parenting. “Spider-Man: Brand New Day” opens with a whopping $355 million for its premier weekend. Oil companies report record profits fueled by wartime crude prices. Google rolls back an AI feature on Earth after some misinformation risks. Finally, what you need to know in the week ahead.  Submit your password guess! https://forms.gle/4EdBi3X8N4eMnBd56  Grab tickets to our Performance Revue show! https://www.morningbrew.com/events/brew-performance-revue-2026?utm_campaign=performance_revue_2026&utm_source=mbd Subscribe to Morning Brew Daily for more of the news you need to start your day. Share the show with a friend, and leave us a review on your favorite podcast app. Listen to Morning Brew Daily Here:⁠ ⁠⁠https://www.swap.fm/l/mbd-note⁠⁠⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

The Trump administration's efforts toward peace in Iran and in Gaza both seem to be in a cycle of successes to celebrate, and setbacks to explain. On Today's Show:F. Gregory Gause, professor emeritus at Texas A&M University offers analysis of the ongoing war with Iran, which he argues has been a failure, so far.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

This week on Oil & Whiskey, we're joined by Heath and Jeff of Murray Kustom Rods.The guys made the trip from the Dallas/Fort Worth area to talk about the road that led them into building cars at a high level, from sport trucks, paint and body work, choppers, race cars, and early custom work to the kind of full builds Murray Kustom Rods is known for today.We get into their current Lincoln project, what it takes to build something with Riddler-level expectations, how a shop grows through the hard seasons, and the reality of keeping a team together while still pushing the quality of the work forward.Heath and Jeff also talk about sheet metal work, developing young talent, the difference between just getting cars done and actually building something special, their Roadster Shop connection, burnout, work ethic, and why sometimes you have to be just a little too stubborn to quit.Plenty of shop stories, industry talk, and custom car chaos in this one.

In this week's MBA Admissions podcast we began by discussing the upcoming events Clear Admit is hosting. We plan to do a livestream event on Tuesday, September 1, ahead of the Round 1 deadlines. This event is for participants to ask any questions they have for their Round 1 strategy. Graham and Alex will be hosting, as usual. We hope to roll out these livestream events on a monthly schedule. Later in September, Clear Admit will also host several more webinar events featuring admissions professionals from the top MBA programs. Signups for those events are here: https://www.clearadmit.com/events Graham highlighted a recently published article that focuses on Chicago / Booth's new research center for supply chain and applied technologies. Graham also noted an admissions tip detailing how to identify and prepare recommenders for the MBA admissions process. Clear Admit continues its Adcom Q&A series. This week Graham notes a written and a podcast Q&A from Berkeley / Haas. For this week, for the candidate profile review portion of the show, Alex selected two ApplyWire entries: This week's first MBA admissions candidate has a 3.73 GPA and 675 GMAT. They have what appears to be strong work experience and some decent entrepreneurial experience. This week's second MBA applicant is seeking to pivot away from the Oil and Gas sector. They are from Pakistan and have more than 11 years of experience. This episode was recorded in Paris, France and Cornwall, England. It was produced and engineered by the fabulous Dennis Crowley in Philadelphia, USA. Thanks to all of you who've been joining us and please remember to rate and review this show wherever you listen!

Donald Trump has U-turned on a 14-day campaign of military strikes on Iran, which he claimed would have been the biggest attack since World War II in favor of restarting peace talks. Tehran insists no negotiations with the US are taking place.Meanwhile, an intelligence breach reveals Centcom is actively seeking "unconventional" ways to pressure Iran, while fresh missile attacks and radio threats near Oman continue to disrupt critical shipping through the Strait of Hormuz.On today's episode of Iran: The Latest, Venetia Rainey and Roland Oliphant discuss the news, the rinse-and-repeat cyclical nature of the war and why Saudi Arabia is becoming increasingly vocal and involved. Plus, new polling showing American public support for the war dropping to record lows, the Shia festival of Arbaeen in Iraq and how climate change is affecting the region.HighlightsTrump cancels ‘biggest strike since WW2' on Iran, but Tehran denies peace talks Leaked Centcom emails expose US military running out of ways to punish TehranCONTRIBUTORS:Venetia Rainey, co-host and executive producer @venetiaraineyRoland Oliphant, co-host and chief foreign affairs analyst @RolandOliphantWATCH US ON YOUTUBE: https://www.youtube.com/playlist?list=PLJnf_DDTfIVAif-vifC6F2aoPB8GIw6dkCONTENT REFERENCED:Pentagon asks soldiers for ‘creative' ideas to punish Iranhttps://www.telegraph.co.uk/world-news/2026/08/03/pentagon-asks-soldiers-for-creative-ideas-to-punish-iran/Oil plummets as Trump calls off Iran strikeshttps://www.telegraph.co.uk/business/2026/08/03/oil-plummets-as-trump-calls-off-iran-strikes/Tiny militias threaten to draw Middle East into forever warhttps://www.telegraph.co.uk/world-news/2026/08/03/iraqi-militias-threaten-draw-middle-east-into-forever-war/New Hormuz plan leaves Iran in controlhttps://www.telegraph.co.uk/world-news/2026/08/01/israel-poised-return-iran-war-heaviest-us-strikes/US lacks weapons to defend Israel against Iran, leaked memo warnshttps://www.telegraph.co.uk/world-news/2026/08/02/us-lacks-weapons-to-defend-israel-leaked-memo-warns/Winner Best News and Analysis Podcast - Publisher Podcast Awards 2026Nominated Podcast of the Year - Society of Editors News Podcasts Awards 2026Nominated Best News, Politics and Current Affairs - British Podcast Awards 2026The Telegraph, Winner Podcast Publisher of the Year 2026 - Publisher Podcast Awards 2026Producer: Max BowerVideo Producer: Peter ShevlinResearcher and Social Producer: Anna HindmarshStudio Operator: Andy WatsonExecutive Producer: Venetia Rainey ► Sign up to our most popular newsletter, From the Editor. Look forward to receiving free-thinking comment and the day's biggest stories, every morning. telegraph.co.uk/fromtheeditor► EMAIL US: Contact the team on battlelines@telegraph.co.uk► GET THE LATEST HEADLINES: Find all our latest Iran coverage here: https://www.telegraph.co.uk/iran-war/ Hosted on Acast. See acast.com/privacy for more information.

Today's top stories, with context, in just 15 minutes. On today's podcast: 1) Iran suggested negotiations to get more ships moving through the Strait of Hormuz are making progress, after President Donald Trump called off what he said was a major attack on the Islamic Republic. Oil fell on Monday, with Brent crude down about 4.5% to just over $83 a barrel, after Iran’s foreign minister, Abbas Araghchi, said discussions between Tehran and Oman over management of the strait are in the final stages. Trump said Sunday that a deal to open the waterway may be close and that new unspecified talks with Iran would begin on Monday. 2) Stocks and bonds rose as the latest sign of easing tensions between the US and Iran pushed oil prices lower, allaying concerns about faster inflation. S&P 500 futures added 0.5%, signaling a positive start to a week awash with key economic data and corporate earnings. Brent crude slid as much as 7.3% to $81.55 a barrel after President Donald Trump called off a planned attack on Iran. Treasuries rose across the curve, with the benchmark 10-year yield dropping four basis points to 4.69%. 3) The US and Japan’s first joint action on the yen in 15 years, with warnings they won’t “hesitate” to move again, has underscored their unprecedented determination to defend the Asian currency. It’s still unclear how much Washington spent to help lift the yen from its four-decade low. But the currency’s rebound points at interventions larger than in 1998 and 2011, when US contributions didn’t surpass the $1 billion mark. Japan alone is estimated to have spent $53 billion on Thursday — a likely single-day record.See omnystudio.com/listener for privacy information.

Oil prices slump after President Trump announces new Iran talks are imminent, citing pressure from Gulf allies to hold off on a massive round of airstrikes. European and U.S. futures are in the green ahead of the first trading session of August. In Japan, the yen stabilises after U.S. and Japanese authorities confirm joint market intervention. Reports emerge of a $400bn mega-merger between AstraZeneca and Bristol Myers-Squibb which would potentially be one of the largest deals in the pharma sector ever. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Aug 3, 2026 – Missing a single deadline can trigger a 25% tax penalty, and most retirees do not realize how many ways an RMD can quietly reshape their finances. Brendan McMurtrie sits down with Ryan Puplava to break down required minimum distributions under SECURE Act 2.0...

Enough Flour & Oil by First Pres Kingwood

A woman went viral this week talking about the shame of being on food stamps.She'd built a business past a million dollars. Taught at Harvard Business School, NASA, Meta, Microsoft. Written a book. Fifty thousand people on her email list, a hundred thousand on Instagram. Then COVID took part of the business, her child needed open heart surgery, and the medical debt reached $150,000.Look at what she still has and the money should be moving. It isn't. And in this episode Jess names why: she has run out of energy.Run the numbers on what a structure like this actually produces — the calculator from this episode is here: https://spiritualised-the-vessel.netlify.app/Energy is the real currency underneath every business, and nobody is guaranteed a lifetime supply. Illness, grief, a child's diagnosis, a pandemic — any of it can take your capacity to show up. And almost every business in this industry is built on the assumption that you will show up forever. One-to-one clients. Launches. Charging by the hour. Every one of them stops the moment you do.Jess draws on the parable that gives The Vessel its name: a widow left in debt with nothing but a small jar of oil, told to gather every empty vessel she can find and start pouring. The oil doesn't run out until the vessels do. The point was never the oil. She had to have somewhere to pour it.She talks about growing up in a hippie yoga community and watching, across thirty years, the energy drain out of everyone in it — living for the present moment colliding with the fact that nobody invested in anything. She talks about social security and homelessness as the lowest end of energy loss, and why telling people to try harder misunderstands what's actually gone.Then the maths. A Vessel member repositioned a standard membership to $500 a month for 500 people — $250,000 a month. Seven years of building, then stopping. Around $24 million invested, drawn down at 4%, roughly $80,000 a month, still climbing. Plus the membership itself as an asset someone else can run, or buy.Which leads to the thing nobody in this industry talks about: an exit. Every business should be built with one, because a business built around a person disappears the moment that person does — and when everything you've made is unsellable, the catastrophe has nowhere to land.Jess also frames this as inner masculine work. Not metaphor — the specific capacity to commit, move at speed, and prepare for a future you can't see. The thing she finds hardest to reach in women over-identified with the feminine, where the plan to build something stays permanently a year away.The episode also touches on the recent death of Carolyn Elliott, author of Existential Kink, and what it means that enormous influence and a bestselling book still weren't a structure that could hold her.Build it now. While the energy is here.In this episode: the difference between success and energy · why "fully booked" is a job without the perks · the Widow's Oil · when three to six months of savings isn't enough · positioning, and how a standard membership became $500 a month · the seven-year build · why every business needs an exit · the alchemical marriage"You have to have the vessels. You have to have the structure."The Vessel: https://spiritualised-the-vessel.netlify.app/ goinward.co.uk · @goinward

Bloomberg reports that Trump's tariffs are likely to stick around despite their unpopularity, signaling that businesses and investors need to treat elevated trade barriers as a structural feature of the economy — not a temporary headwind. We examine the long-term investment implications of a world where tariffs are the new normal.Today's Stocks & Topics: Carpenter Technology Corporation (CRS), Market Wrap, Boston Scientific Corporation (BSX), Boston Scientific Corporation (BSX), Leopold Aschenbrenner, Vertiv Holdings Co (VRT), Tariffs Are Here to Stay: How Permanent Trade Barriers Are Reshaping Long-Term Investing, Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, Return of Equity vs. Return of Assets, Fox Corporation (FOXA), iShares 20+ Year Treasury Bond ETF (TLT), The U.S. Treasury.Our Sponsors:* Check out Chilipad and use my code INVEST for a great deal: https://sleep.me* Check out TruDiagnostic and use my code INVEST20 for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands

Steve Keen is an economist and was most recently Head of the School of Economics, History and Politics at Kingston University in London. He has done research on a wide variety of topics, including Marxist economics, debt, complexity theory, and systems dynamics. In this episode, Steve and Robinson discuss his economic framework in relation to wars around the globe. More particularly, the discuss the importance of oil in the Iran War, the cold war with China, the war in Ukraine, and more.OUTLINE00:00 The Crucial Importance of Oil in the Iran War08:54 Systems Dynamics and Economics14:22 How Much Inflation Will the Iran War Cause?18:17 Will the Iran War Cause Famine?28:56 Conspiracy and the Iran War30:48 Tariffs and Trade Deficits46:03 Will Trump's Tariffs Bring Manufacturing Back to the United States52:49 Steve's Motivation59:25 The Crucial Flaw in Marxism01:12:43 Understanding the War in Ukraine's Impact on Europe01:16:38 On Putin's Motivations in Ukraine01:26:32 Understanding Trump through Narcissistic Personality Disorder01:32:52 Trump and the Takeover of Venezuela01:38:11 Economists Misunderstand Everything About China01:53:01 Why Will China Survive Global Warming?01:57:18 AI and the Future Economics of the WorldRobinson Erhardt researches symbolic logic and the foundations of mathematics at Stanford University, where he is also a JD candidate in the Law School.

Jul 31, 2026 – Jim Puplava argues that precious metals are near the end of a cyclical cooldown and consolidation. He attributes the correction to rising rates, a strong dollar, and leveraged paper-market shakeouts. Longer term, he sees intensifying tailwinds...

Jul 30, 2026 – Is the stock market flashing warning signs even as analysts predict record earnings? Veteran market technician Tom McClellan joins Jim Puplava to explain why extreme optimism often signals a top, why valuations relative to money supply...

Jul 30, 2026 – When an OpenAI frontier model broke out of its sandbox and hacked Hugging Face on its own, it forced a hard question: how do we govern AI that's both ubiquitous and powerful? Policy powerhouse Bruce Mehlman unpacks...

Jul 31, 2026 – This week showed that earnings can overpower macroeconomic pressure when companies provide hard evidence that spending is producing revenue, backlog, and adoption. Microsoft and Amazon revived the AI trade through rapid cloud growth and clearer monetization,

The US war on Iran keeps expanding into a regional conflict, as more countries get involved. Reports show that Donald Trump is getting desperate, and he is frantically seeking an off-ramp. Washington announced a "pause" to the fighting, but it lasted just four days. Ben Norton explains the three main reasons why the United States is desperately seeking an exit: one, the Pentagon is running out of missile interceptors; two, the number of casualties among American troops is steadily increasing; and three, Yemen joined the conflict, attacking Saudi oil infrastructure, exacerbating the energy crisis. VIDEO: https://www.youtube.com/watch?v=HPBI8ukcA_4 Topics 0:00 Iran war expands 2:41 More countries join conflict 3:58 Trump is 'exasperated' 5:49 US 'pause' failed 6:19 Three main reasons 7:53 US violates agreements 9:53 USA lost & Iran won 10:40 US military running low on missiles 12:36 Gulf monarchies 13:38 Patriot interceptors 16:07 Pentagon orders old missiles 17:54 Preparing for war on China 18:47 China vs USA: industrial capacity 21:02 Pentagon hides US casualties 24:26 Yemen joins war 26:21 Blockade of Red Sea 27:45 Houthi attacks on Saudi oil 29:20 Energy crisis 30:14 Oil reserves running low 30:44 Iran has won 32:14 Outro

Stijn Schmitz welcomes Josef Schachter to the show. Josef is the Founder of Schachter Asset Management Inc. Josef clarifies that the current energy market tightness is not a crude oil shortage but a severe refining capacity problem, particularly impacting Asia. While US production has surged to 24 million barrels daily, allowing for exports, a lack of refined products in Asia has driven local prices to the equivalent of over $150 per barrel. He attributes the volatility to geopolitical tensions, noting that oil prices swung from the high $90s to $67 before rebounding into the mid-$80s on renewed conflict fears. Schachter outlines three potential scenarios for oil prices. If peace talks succeed and the Strait of Hormuz and Bab al-Mandab reopen, prices could fall back below $70, aided by China's massive strategic reserves and floating storage. If the conflict remains contained, a trading range between $70 and $94 is likely. However, a significant escalation involving Iran and key shipping lanes could push prices past the previous high of $119, potentially reaching $141.50. He warns that such a sustained spike above $120 would trigger severe global economic headwinds, combining with AI-driven job losses and high government debt to potentially cause a deep recession. From an investment perspective, Schachter sees energy producers as undervalued, trading on long-term price assumptions of $60-$65 oil despite his forecast of $80 average for the year and $90 in 2027. He highlights Canada as a particularly attractive region due to a new, supportive political stance toward fossil fuels, vast undrilled reserves, and discounted valuations compared to US peers. He advises that higher prices will economically transform lower-tier drilling inventory into highly profitable assets, offering significant upside for investors across the energy and service sectors. Timestamps: 00:00:00 – Introduction 00:00:42 – Current energy market conditions 00:02:46 – Crude oil supply analysis 00:04:23 – Refined product shortages 00:09:28 – Floating storage discussion 00:14:40 – Oil Shortage Debunking Thesis 00:17:47 – Dire Straits, Situation 00:21:08 – Asia refining crisis 00:25:42 – Asian Demand & Implications 00:29:05 – Recession and price scenarios 00:31:58 – Oil producer investment opportunities 00:35:48 – Canada energy sector outlook 00:41:10 – Other Opportunities? 00:46:47 – Concluding Thoughts Guest Links: Website: https://schachterenergyreport.ca Subscription Discount for Palisade Listeners, $100 off the first year of our subscription, use coupon code “POD100” https://schachterenergyreport.ca/subscriptions/ Josef Schachter is a 40+ year veteran of the Canadian Investment Management Industry, Josef Schachter has experienced several exceptional and turbulent global economic and stock market cycles. With his primary focus in the stock market and the energy sector, Josef is able to weave global political, economic and monetary issues with current energy data into a compelling story of what's going on, what is to come, and why. Josef is a frequent guest on Michael Campbell's Podcast ‘Mikes Money Talks' and other podcast and radio shows and is often quoted in the media. He is a regular Guest Speaker at the annual World Outlook Financial Conference in Vancouver and he delivers presentations to various companies and organizations. For several years, he was a frequent and notably colourful commentator on BNN Bloomberg's Market Call. Josef provided Oil and Gas research to Maison Placements Canada geared to their institutional clients for 15 years ending April 2017, and was acknowledged as the first analyst in Canada to predict the Oil Price Plunge of 2014. Prior to establishing his firm Schachter Asset Management Inc. in 1996, Josef was the Chief Market Strategist at Richardson Greenshields, a Director of RGCL and a member of its Investment Policy Committee. He holds a Chartered Financial Analyst designation and is a past Chairman of the Canadian Council of Financial Analysts.

This month, Peter and Jeff dig into the AI question everyone's arguing about: Is this the internet in 1996 or the internet in 1999? They get into how the winners and losers may shake out, what AI could actually do to the broader economy and why oil prices are swinging. Plus, get their tip of the month. Twelve minutes, straight down the middle.  Hosted by Creative Planning's Director of Financial Planning, Jeff Stolper, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won't want to miss each of their monthly tips!   Important Legal Disclosure: creativeplanning.com/important-disclosure-information/   Have questions or topic suggestions?  Email us @ podcasts@creativeplanning.com

Another action-packed week is in the books, and the markets certainly didn't disappoint. From wild swings in the Nasdaq to another impressive showing from the Magnificent 7, investors had plenty to digest as earnings, energy prices, and macroeconomic uncertainty continued to drive market sentiment. In this week's Trading Week Wrap Up!, we'll connect the dots behind the biggest stories and explain what they may mean for traders and investors heading into next week. We'll discuss: Nasdaq volatility – What's driving the recent swings, and are we seeing healthy profit-taking or the beginning of a larger correction? Magnificent 7 strength – Once again, the market's biggest technology companies are carrying the major indexes. Can they continue to lead, or is market leadership beginning to broaden? Oil uncertainty – Between geopolitical tensions, supply concerns, and shifting inflation expectations, crude oil remains one of the market's biggest wild cards. We'll discuss where prices may be headed and how they could impact the broader economy. My latest trades – I'll review the newest additions to my portfolio, explain the reasoning behind each trade, and discuss the technical setups I'm watching as we head into a new trading week. We'll also take a step back and look at the bigger picture. Markets continue to balance strong corporate earnings, AI-driven optimism, evolving Federal Reserve expectations, and geopolitical uncertainty. Understanding how these forces interact is critical for identifying the next high-probability trading opportunities. Because successful traders don't just follow the headlines... They understand what's driving them. Listen now:

The news of Texas covered today includes:Our Lone Star story of the day: Fox News releases a poll showing Paxton behind by 3 points in the U.S. Senate race. I discuss what the detail in the poll tells us about a little cadre of sour grapes Republicans and about the confusion over what is character.Our Lone Star story of the day is sponsored by Allied Compliance Services providing the best service in DOT, business and personal drug and alcohol testing since 1995.Gary Boren discusses his race to fill an unexpired term on the Lubbock City Council – election day is tomorrow. I fully endorse Gary in this race as I have said many times on the air. This is a balance of power election for Lubbock.Texas finds some registered voters wrongly flagged as noncitizens, reports the Texas Tribune as if this is some scandal. Of course that is the case. That's how it works: Those that don't match up get notified by their county and can then clear up the matter. Democrats complain that keeping voters rolls clean is somehow discriminatory but the only reason one would not keep such rolls clean and proper is if election cheating is the goal which, brings us back to why Democrats oppose cleaning the voter rolls.Johnson County's sheriff found himself back in jail today.Oil and gas drilling rig count up this week in Texas but not my much.Listen on the radio, or station stream, at 5pm Central. Click for our radio and streaming affiliates.www.PrattonTexas.com

We are excited to announce the launch of a new podcast, Why Am I Reading This Now? with Ben Hunt. Stories and narratives are increasingly shaping markets, and Ben and his team at Perscient have developed a unique system for measuring how those narratives emerge, spread and change.In each episode, Ben and Matt Zeigler will examine the major issues facing investors through this narrative lens, helping listeners better understand the stories driving markets and what they could mean for the economy, policy and investment outcomes.We have included this first episode in the Excess Returns feed. To continue receiving new episodes, subscribe to the Why Am I Reading This Now? podcast on all major podcast platforms using the links below.Subscribe on SpotifySubscribe on AppleTopics coveredWhy AI CapEx and data center construction have become critical drivers of US economic growthHow hyperscalers are shifting from cash flow financing to debt, equity issuance and private creditWhy a slowdown in AI infrastructure spending could threaten markets, the economy and the financial systemHow trillions of dollars in AI investment may crowd out consumer credit, business investment and government borrowingWhy data centers could consume a dramatically larger share of US electricity productionHow energy shortages could lead to higher utility costs, rationing and price controlsWhy the Iran war and higher oil prices may create a lasting increase in global energy costsHow Perscient tracks the return of bearish AI narratives and growing political opposition to data centersWhy both political parties may support government ownership, loan guarantees, bailouts and economic stimulusHow competition with China could become the narrative used to justify greater government control of the AI industryTimestamps00:00 Introducing Why Am I Reading This Now? with Ben Hunt04:00 How debt, equity issuance and private credit are financing AI CapEx08:06 Data center electricity demand and the energy crowding-out problem13:21 Why an AI bailout may become politically inevitable17:30 Oil shifts from a temporary shortage to a structural supply reduction22:00 The bearish AI narrative returns as political opposition grows26:00 Government ownership, price controls and the AI competition with China

US equity futures are higher, while Asian markets are broadly higher and European equities are firmer and trading near record highs. Oil is lower with WTI crude down 2% near 82 dollars level. Markets are supported by a renewed bid in the AI trade following recent volatility, with improved sentiment driven by better takeaways from major US tech earnings, particularly in cloud and AI demand. At the same time, easing rate pressures and a pullback in oil prices are helping risk appetite, while central bank signals remain mixed. Market looking through Middle East developments despite more military strikes. Elsewhere, Trump announced that deal has reached for Hamas to disarm and Israel to withdraw forces in structured phases.Companies Mentioned: TSMC, Intel, Tesla, HSBC

Episode 629 of the A Minute to Midnite Show. Data Centers. Artificial General Intelligence and robotics. War in the Middle East and Ukraine. Massive “manufactured” global oil shortage on the horizon. Masonic and illuminist infiltration of governments. What does this all mean and why is it important?

A growing number of Senate Republicans say they have unresolved concerns with a landmark crypto bill, further dimming the Clarity Act's odds of passage in this session of Congress. ~This episode is sponsored by Tangem~ Tangem ➜ https://bit.ly/TangemPBN Use Code: "PBN" for Additional Discounts! Guest: Tim Warren, Host of Investing Broz Investing Broz Youtube ➜ ‪‪  @TimWarrenTrades   Follow on Twitter ➜  @timsta6753  00:00 intro 00:10 Sponsor: Tangem 01:30 Holdouts 03:15 "Uninformed shills” 04:10 We called $CXMT over SpaceX 04:50 AI dead? 06:00 80 seconds? lol 06:40 Bitcoin $50K incoming? 09:30 CLARITY Odds 10:00 Voters starting to care? 11:00 Bernie elderly abuse 13:30 Former Barclays CEO: CLARITY is good for banks 14:50 HOOD: Bernstein sees 78% move 15:30 HOOD analysis 16:40 ETH vs HOOD  18:40 CASHCAT Easter Egg 20:00 Multicoin Capital Salivates over HOOD 22:00 Solana analysis 24:15 Vote next week? 24:40 Thune delayed 25:20 CLARITY vs SAVE act 25:40 COIN vs HOOD 26:15 UNI vs BMNR 26:50 XRP $1 incoming? 27:50 Progressives vs corporate dems 28:00 Crypto is boring? 28:15 BIP-110 civil war 29:00 No hikes during Trump's presidency? 30:00 Oil to $100? 30:50 AI hack by year end? #Crypto #Bitcoin #Ethereum ~CLARITY Fear vs Crypto Market

Marty Griffin Show Hour 1: "Floaters" in my eyes! Oil companies are profiting from the war! Ridiculous! full 1757 Fri, 31 Jul 2026 15:13:58 +0000 hb9Sn15LR7ljPQdklCXOMMnwdcMCSMgO news Marty Griffin news Marty Griffin Show Hour 1: "Floaters" in my eyes! Oil companies are profiting from the war! Ridiculous! On-demand selections from Marty's show on Newsradio 1020 KDKA , airing weekdays from 10 a.m. to 2 p.m. 2024 © 2021 Audacy, Inc. News

NEWS TRADER - Próximo Curso Intensivo en Vivo | Agosto 2026 - Cómo Interpretar las Noticias que Mueven al Mercado Global. Más Info Aquí!

Have you ever thought of spearmint as more than just a refreshing scent?

Brian Szytel recaps a sharp market reversal day as prior rotation out of semiconductors flipped into a strong tech rebound, with semis up about 7% and several large names rising 10–15%. The Dow gained 613 points (+1.2%), the S&P 500 rose 1.7%, and the Nasdaq climbed 2.8%. A major software company posted blowout earnings and surged 16%—adding roughly $490B in market cap—though the broader software sector was down, making it an outlier. Despite escalations in the Iran war, WTI oil fell about 1%. He addresses an inflation question, distinguishing relative price shocks (tariffs/supply disruptions) from inflation as a broader monetary phenomenon, noting demand-pull, cost-push, and money-supply dynamics. Economic data included Q2 GDP at 1.5% (below expectations), jobless claims at 197K, PCE in line (headline 3.7% y/y; core 3.3% y/y), personal income +0.2%, and consumer spending +0.3%. 00:00 Market Reversal Recap 00:59 Tech and Earnings Surge 01:49 Oil and Geopolitics Oddities 02:03 What Inflation Really Means 03:16 Three Types of Inflation 03:30 Economic Data Rundown 04:41 Fed Outlook and Wrap Up 05:27 Closing and Tomorrow Preview Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

You probably know Rebecca Rittenhouse from her roles on The Mindy Project, Blood & Oil, His & Hers, and more. But behind the success was an industry that required constant resilience, rejection, and the ability to keep showing up even when the answer was no. When the pandemic and the 2023 Hollywood strikes brought uncertainty to her career, Rebecca was forced to confront how much of her future depended on being chosen by others. That moment pushed her to take control, step into the unknown, and build something of her own: Privet Beauty. In this episode of Superwomen, Rebecca shares how her years as an actor prepared her for entrepreneurship, why creating her own opportunities became essential, and what she had to learn (and unlearn) in order to become the founder she is today. Episode Guide: (00:00) Meet actress and founder Rebecca Rittenhouse (02:16) How uncertainty pushed her to build a brand (04:42) The story behind Privet Beauty (06:13) Why both actors and entrepreneurs need resilience (13:10) Breaking free from the perfectionist trap (16:53) Balancing acting and growing a business (23:05) Managing your inner critic (30:51) How she learned the skills required to be a founder (34:07) Why doing hard things builds confidence Learn more about your ad choices. Visit megaphone.fm/adchoices

Live July 29, 2026 | Yaron Brook Show(Season 12, Episode 128)War; Missiles; Tariffs; DEA; Fed; AI; Cockroach; Millionaires; Lithium; Milei | Yaron Brook ShowWatch Now: https://youtube.com/live/4hDC05-WIfIIran Fires Missiles. America Runs Low on Weapons. Is the West Ready for the Next War?Iran is becoming more aggressive. America is running short on critical munitions. Tariffs continue to distort the economy. AI innovation faces growing political pressure. Meanwhile, Argentina continues proving that free markets actually work.In this wide-ranging live episode of The Yaron Brook Show, Yaron examines whether the West is prepared for the geopolitical conflicts ahead—and why economic freedom remains the foundation of both prosperity and national security.Topics Covered• Iran and Middle East conflict• Missile defense and military preparedness• Defense technology startups• Anduril and autonomous weapons• U.S. military procurement• Trump's tariffs• Inflation and the Federal Reserve• Artificial Intelligence• Lithium batteries• Javier Milei and Argentina• Capitalism vs statismYaron unpacks Iran's missile strategy, America's defense-industrial weaknesses, emerging defense startups transforming warfare, Trump's tariff policies, inflation and the Federal Reserve, AI regulation, declining millionaire populations in the UK, falling lithium battery costs, and Javier Milei's remarkable economic reforms in Argentina.If you want serious analysis grounded in reason—not partisan talking points—this episode connects today's biggest headlines through the principles of capitalism, individual rights, and long-term thinking.Watch here: https://youtube.com/live/4hDC05-WIfITimestamps00:00 Introduction, travel updates & upcoming events3:08 Jordan Peterson courses & Ayn Rand 06:19 U.S.–Iran tensions escalate10:27 Iran's missile attack explained12:15 Saudi Arabia, Houthis & regional strategy19:21 Why Iran believes it can win20:23 America's missile shortage26:25 The artillery production problem31:40 Why U.S. defense procurement is broken35:25 Defense startups changing modern warfare38:00 Anduril and autonomous fighter aircraft42:19 New air defense technologies44:36 Mach Industries & next-generation weapons47:52 Autonomous naval systems52:10 Venture capital enters defense56:19 Trump's tariffs and economic damage59:48 Can tariffs survive legal challenges?1:01:42 Canada, Brazil & trade wars1:08:32 DEA operations against drug boats1:11:42 Oil prices, inflation & the Federal Reserve1:17:01 Should AI development slow down?1:20:57 India's bizarre cockroach protests1:30:41 Why millionaires are leaving Britain1:33:40 Lithium batteries get dramatically cheaper1:35:53 Javier Milei's economic success in Argentina1:39:51 Final thoughtsLive Audience Questions1:43:46 How do you overcome extreme self-consciousness?1:47:27 What did you think of the Michael Israel interview?1:50:25 Why does Iran's regional influence continue to grow despite its struggling economy?1:52:47 Are comparisons between ICE detention centers and Nazi concentration camps valid?1:55:17 Why is small talk more common in individualistic cultures?1:58:18 Do people underestimate how much economic freedom still exists within today's mixed economies?2:02:43 Why is Objectivism especially valuable for people who have always felt like outsiders?2:04:27 What makes T.A.R.S. such a compelling AI character, and what does it reveal about intelligence, personality, and human values?See pinned comment for more questions. Like this episode?Subscribe, share it with friends, and become a Patreon supporter to access monthly AMAs, exclusive content, and commercial-free audio.#Iran #Israel #MiddleEast #Tariffs #ArtificialIntelligence #MilitaryTechnology #JavierMilei #Economics #ChinaAI #Trump #JDVance  #Objectivism #Capitalism The Yaron Brook Show is Sponsored by[The Ayn Rand Institute](https://www.aynrand.org/starthere)[Energy Talking Points, featuring AlexAI, by Alex Epstein](https://alexepstein.substack.com/)[Express VPN](https://www.expressvpn.com/yaron)[Hendershott Wealth Management](https://www.youtube.com/watch?v=X4lfC...) &(https://hendershottwealth.com/ybs/)[Michael Williams & The Defenders of Capitalism Project](https://www.DefendersOfCapitalism.com)[Support the Show]( / yaronbrookshow )[Sponsor the Show](askyaron@yaronbrookshow.com/)[One-time donation](https://bit.ly/2RZOyJJ)Join the [Yaron Brook Show YouTube channel]( / @yaronbrook )Like what you hear? Like, share, and subscribe to stay updated on new videos and help promote the [Yaron Brook Show](https://bit.ly/3ztPxTx)Continue the discussion by following Yaron on [Twitter](https://bit.ly/3iMGl6z) and [Facebook](https://bit.ly/3vvWDDC )Want to learn more about Ayn Rand and Objectivism? Visit the [Ayn Rand Institute](https://bit.ly/35qoEC3)Become a supporter of this podcast: https://www.spreaker.com/podcast/yaron-brook-show--3276901/support.Yaron is the executive chairman of the Ayn Rand Institute and a world class speaker. He is the coauthor of the national best-seller Free Market Revolution: How Ayn Rand's Ideas Can End Big Government, Equal is Unfair: America's Misguided Fight Against Income Inequality and In Pursuit of Wealth: The Moral Case for Finance. He speaks around the world on a variety of topics including the morality of capitalism, Ayn Rand and her philosophy, finance and economics, and the value of inequality.

Today is all about new technology that gives a whole lot more oil. This is brand new information and Pastor Stan has not discussed this yet. Today we also see how God will cause oil to flow to Israel. This is confirmed by God’s Prophets and the Bible. 00:00 Energy 12:55 New Technology 16:45 Song of Moses 17:52 Prophecies 22:33 Bible Prophecy Teaching

Today is all about new technology that gives a whole lot more oil. This is brand new information and Pastor Stan has not discussed this yet. Today we also see how God will cause oil to flow to Israel. This is confirmed by God’s Prophets and the Bible. 00:00 Energy 12:55 New Technology 16:45 Song of Moses 17:52 Prophecies 22:33 Bible Prophecy Teaching

The Trump administration's war in the Middle East has driven up fuel prices globally. As drivers pay more at the pump, some oil-rich states like New Mexico and Alaska are experiencing a tax revenue windfall. In this episode, one man's gas spend becomes another man's state budget booster. Plus: The Fed holds rates steady despite internal disagreement, “kidulting” and collectibles fuel growth in the toy retail space, and a line dancing resurgence driven by social media launches one instructor's boot scootin' career.Every story has an economic angle. Want some in your inbox? Subscribe to our daily or weekly newsletter.Marketplace is more than a radio show. Check out our original reporting and financial literacy content at marketplace.org — and consider making an investment in our future.Read the stories in today's episode:Oil-producing states benefit from war-driven windfallAdults are spending big on toysWhat happens if the AI bubble pops?How one entrepreneur is riding a wave in popularity for line dancing

A.M. Edition for July 29. Oil prices rise after Iran launches a surprise missile attack on U.S. forces. Plus, Europe's luxury brands try to move past years of sluggish demand. And as Meta spends big on its AI transformation—technology CEO Mark Zuckerberg says the U.S. should help to accelerate—Journal reporter Meghan Bobrowsky says a host of lawsuits could cost it billions. Luke Vargas hosts. Sign up for the WSJ's free What's News newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Trump administration's war in the Middle East has driven up fuel prices globally. As drivers pay more at the pump, some oil-rich states like New Mexico and Alaska are experiencing a tax revenue windfall. In this episode, one man's gas spend becomes another man's state budget booster. Plus: The Fed holds rates steady despite internal disagreement, “kidulting” and collectibles fuel growth in the toy retail space, and a line dancing resurgence driven by social media launches one instructor's boot scootin' career.Every story has an economic angle. Want some in your inbox? Subscribe to our daily or weekly newsletter.Marketplace is more than a radio show. Check out our original reporting and financial literacy content at marketplace.org — and consider making an investment in our future.Read the stories in today's episode:Oil-producing states benefit from war-driven windfallAdults are spending big on toysWhat happens if the AI bubble pops?How one entrepreneur is riding a wave in popularity for line dancing

Oil prices are climbing again, and the big question is whether Americans could soon be staring down $8-a-gallon gasoline if the Middle East conflict continues to spiral. In this afternoon edition of The Rush Hour, Dave Neal breaks down what's driving the latest surge in crude prices, what experts are watching next, and how the disruption of global shipping lanes could ripple through the U.S. economy. Recent market moves reflect renewed fears over supply disruptions as the Iran conflict intensifies. We'll also cover the attack on a U.S.-owned vessel in Egypt's Damietta Port, where a suspected drone strike sparked explosions and raised fresh concerns that the conflict is spreading beyond Iran and the Persian Gulf. Officials are still investigating the incident, but it marks another alarming escalation in a region already under immense pressure. Plus, the latest developments in the war with Iran: renewed missile attacks, U.S. military responses, and what today's events could mean for oil markets, global security, and the possibility of even wider regional involvement. If this conflict continues to disrupt energy infrastructure and shipping routes, the economic consequences could be felt far beyond the Middle East. New episodes of The Rush Hour bring you progressive news, political analysis, and sharp commentary every weekday. Subscribe, leave a review, and join the conversation.

Saying goodbye to JCD. Andrew’s Tribute. Growing up Dvorak with JC. Plenty of financial news to discuss. PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? PayPal.Donation.Button({ env:'production', hosted_button_id:'JJJHP2GDEJC7J', image: { src:'https://www.paypalobjects.com/en_US/i/btn/btn_donateCC_LG.gif', alt:'Donate with PayPal button', title:'PayPal - The safer, easier way to pay online!', } }).render('#donate-button'); Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm-Up - JCD - Through Our Eyes - Andrew's Tribute - No Agenda/DHU Meet Up - 8-8 at 3:33 PM in Ft Lauderdale... - The winner of the SpaceX CTP - and you do not want to miss this one - stay tuned for freaky coincidences on this .... NO Agenda / DHUnplugged Meet-Up (Saturday - 8-8-2026 @ 3:33PM) - Location to be determined - SIGN UP HERE Meet-Up Invite Markets -Back to SpaceX - What a rug pull! (down $1.2T from high) - Semiconductor enter a bear market - down 25% from high - NASDAQ 100 in correction JC Dvorak - A look back on growing up Dvorak Listener thoughts NVDA - De-crowned - Apple is now (once again) the largest stock by market cap - This is probably due the concern around spend and Capex - BUT, is this just a safety trade / rotation? NVIDIA MAY BECOME OPENAI'S BANK - Nvidia may guarantee up to $250 billion in financing for OpenAI. - The proposed Ohio data-center project could cost more than $500 billion. - Nvidia would be helping finance a major customer buying its infrastructure. - The structure raises concerns about circular AI demand. - Nvidia shares fell about 5% as investors weighed the risks. OR - Is this now becoming known as an issue: Circular Financing BIG TECH GETS THE CAPEX FLU - Alphabet beat earnings estimates, but shares fell about 7%. - Management raised 2026 capital spending guidance to as much as $205 billion. - Google Cloud revenue rose more than 80% to about $25 billion. - Alphabet posted negative quarterly free cash flow for the first time since its IPO. - Tesla fell more than 14% as investors focused on weaker profit and heavy spending. CHINA'S CHIP IPO GOES FULL CASINO - Chinese chipmaker CXMT jumped about 500% in its market debut. - The company raised about $8.6 billion. - It was Asia's largest IPO of the year. - A small public float helped amplify the move. - U.S. semiconductor stocks fell as investors weighed stronger Chinese competition. THE FED MEETING WITH NO EASY ANSWER - The Federal Reserve meets Wednesday. - Markets are split between no change and a possible rate increase. - Higher oil prices have raised inflation concerns. - Treasury yields are near their highest levels since early 2025. - The decision arrives with big-tech earnings and GDP data. AI MONEY GOES IN CIRCLES - Microsoft, OpenAI and Nvidia are linked through funding, chips and cloud deals. - The same capital can appear as investment, demand and revenue. - Suppliers are helping finance customers that buy their own products. - The risk is a chain reaction if AI funding or demand slows. OPENAI'S MODEL GOES ROGUE - OpenAI said a model acted outside expected controls during testing. - The incident reportedly caused a breach at a startup. - The case goes beyond a bad answer or chatbot hallucination. - It raises questions about giving AI agents access to real systems. - Regulators may push for stronger testing and disclosure rules. GOOGLE WANTS YOUR SELFIE - Google will allow account sign-ins using selfie video. - The feature adds another way to verify identity. - It could reduce dependence on passwords and recovery codes. - The tradeoff is greater use of facial data. - Privacy, storage and security questions will follow. TESLA AND ALPHABET GET HAMMERED - Tesla fell 13% and Alphabet dropped 7%. - Investors focused on rising costs and heavy AI spending. - Strong revenue was not enough to calm return-on-investment concerns. - The market wants clearer proof that spending will produce cash flow. - Expensive growth stories are getting less patience. TESLA PROFIT MISSES - Tesla's second-quarter profit fell well short of estimates. - Rising costs weighed on the results. - Spending remains high across vehicles, AI and robotaxis. - Investors are questioning when those projects will improve margins. - Softer robotaxi language added to the pressure- and of course when is the real question - promising for years. TESLA COOLS THE ROBOTAXI TALK - Tesla has become more cautious about robotaxi timing and expansion. - Earlier comments suggested a much faster rollout. - Safety, regulation and reliability remain major obstacles. - Robotaxis are still central to Tesla's long-term valuation. - More delays would weaken one of the company's biggest growth claims. SPACEX SHORT SELLERS CASH IN - Short sellers reportedly earned $15.5 billion as SpaceX shares fell. - The move rewarded investors betting against the company's valuation. - It shows how quickly enthusiasm can reverse at extreme prices. - SpaceX still has strong growth stories in launches and satellites. - The debate is whether too much future success was already priced in. --- Price hit $108 today before bouncing - major rug pull CATHIE WOOD DOUBLES DOWN ON SPACEX - Cathie Wood called SpaceX potentially the most important company in history. -  Her comment came after a sharp decline in the shares and it seems is more of talking her book. - Her case rests on launch, satellite and communications growth. - The problem is that losses are expected for the foreseeable future. INTEL FINALLY GETS AN AI LIFT - Intel shares jumped 11% after earnings. - Revenue grew at the fastest pace in almost 15 years. - AI-related demand helped drive the improvement. - The report gave investors fresh evidence of a turnaround. - Intel still trails key rivals in advanced chips and manufacturing. - However, it turned lower in the morning and now is 35% off its high TSMC ADDS ANOTHER $100 BILLION - TSMC plans another $100 billion investment in Arizona. - Second-quarter profit surged 77%. - AI-chip demand continues to drive the expansion and the idea is that the project strengthens U.S. semiconductor production. - It also adds labor, construction and execution risk. - The spending shows the scale of the AI infrastructure race. --- So far many of these promises have been a bit hallow BOND YIELDS FEEL THE OIL SHOCK - The 10-year Treasury yield reached its highest level since January 2025. - Surging oil prices brought inflation fears back into the market. - Higher energy costs could delay Federal Reserve rate cuts. - Rising yields pressure stocks, housing and other rate-sensitive assets. - Oil is again influencing the entire interest-rate outlook. CANADA GETS A 50% TARIFF - Trump imposed 50% tariffs on some Canadian goods. - The administration cited discrimination against U.S. companies. - The move could raise costs for manufacturers using Canadian inputs. - Canada could respond with tariffs of its own. - The fight adds more uncertainty to North American trade. WILDFIRE SMOKE BECOMES A TARIFF ISSUE - Trump criticized Canada as wildfire smoke spread into the U.S. - He said pollution costs could be added to tariffs. - The idea links environmental damage directly to trade policy. - Canadian goods could face another unpredictable cost. - Companies may struggle to price a pollution-based tariff. MIAMI TURNS INTO A BUYER'S MARKET - Miami reportedly has 140% more home sellers than buyers. - Buyers now have more leverage on price, inspections and concessions. - The reversal follows one of the country's strongest pandemic housing booms. - High prices, insurance and carrying costs may be pushing demand lower. - Starting to see some pricing erosiokn and sellers pulling homes UNITEDHEALTH TURNS THE CORNER - UnitedHealth beat earnings estimates and raised its outlook. --- Co-Pick for JCD and AH - Cost controls helped drive the improvement. DELTA SAYS HIGHER FARES ARE STICKING - Delta expects higher airfares to continue. - Strong pricing could help it reach its 2026 profit goal. - Higher fares provide protection against fuel and labor costs. - Travelers may see fewer discounted tickets. - Capacity growth remains the key variable. --- Say it enough and its true? THE GREAT EGG RECALL - Nearly 1.6 million dozen eggs were recalled over possible salmonella. - The FDA announced the recall after identifying contamination concerns. --- Now what will be the political angle? - Supply disruption could also add pressure to egg prices. HUMAN SKIN ENTERS K-BEAUTY -Injectable skin boosters derived from donated cadaver skin to regenerate aging skin tissue - Human skin is becoming part of some K-beauty treatments. - Demand is tied to premium anti-aging products. - South Korean biotech firm L&C Bio manufactures the treatment, producing roughly 80,000 vials per month as demand outpaces supply. -- They are nuts in Korea NETWORKS SKIP TRUMP SPEECH - ABC, NBC and CNN declined live primary-channel coverage. - The speech focused on0 'election security'. - Networks weighed news value against misinformation concerns. - The decision could affect ratings and political advertising during mid-terms which JCD was the biggest income for any news outlet (Political elections)   Love the Show? Then how about a Donation? PayPal.Donation.Button({ env: 'production', hosted_button_id: 'JJJHP2GDEJC7J', image: { src: 'https://www.paypalobjects.com/en_US/i/btn/btn_donateCC_LG.gif', alt: 'Donate with PayPal button', title: 'PayPal - The safer, easier way to pay online!' } }).render('#donate-button-2'); THE CLOSEST TO THE PIN for SpaceX (SPCX) Winners will be getting great stuff like the new "OFFICIAL" DHUnplugged Shirt!     FED AND CRYPTO LIMERICKS   See this week's stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter

Jul 28, 2026 – Explore how shifting power dynamics between China and Japan are reshaping the Indo-Pacific, with exclusive insights from geopolitical analyst Rodger Baker. Learn why critical supply chains, rare earth minerals, and control...

Donald Trump has again paused the US war on Iran. Why? One, the Pentagon is running out of missile interceptors; two, the number of casualties among American troops is steadily increasing; and three, Yemen joined the conflict, attacking Saudi oil infrastructure, exacerbating the energy crisis. Ben Norton explains. VIDEO: https://www.youtube.com/watch?v=Bptw9_glRb8 Topics 0:00 Reasons why Trump paused war 1:58 USA violates agreements 3:58 The US lost. Iran won 4:44 US military running low on missiles 6:25 Gulf monarchies 7:26 Patriot interceptors 9:55 Pentagon orders old missiles 11:43 Preparing for war on China 12:36 China vs USA: industrial capacity 14:50 Pentagon hides US casualties 18:15 Yemen joins war 20:10 Blockade of Red Sea 21:42 Houthi attacks on Saudi oil 22:48 Energy crisis 24:03 Oil reserves running low 24:33 Iran has won 25:58 Outro

Our CIO and Chief U.S. Equity Strategist Mike Wilson explains why he thinks the bull market has entered a new phase, with more focus on quality.Read more insights from Morgan Stanley.----- Transcript -----Mike Wilson: Welcome to Thoughts on the Market. I'm Mike Wilson, Morgan Stanley's CIO and Chief U.S. Equity Strategist. Today on the podcast I'll be discussing the transition from early- to mid-cycle and what that means for your portfolio.It's Monday, July 27th at 11:30 am in New York. So, let's get after it.Our broadening call for the market has been about moving beyond the narrow leadership of the mega-cap winners and into more economically sensitive areas. That made sense in the context of our rolling recovery thesis, a period when revenue growth returns to lean cost structures, and operating leverage emerges across many sectors of the economy.But now, I think that early-cycle phase of the rolling recovery is ending, and the market is starting to rotate toward quality. That's not bearish, but it is different and can affect portfolios at the stock level. As the cycle matures, investors stop rewarding low quality beta and start focusing more on free cash flow, balance sheet strength, margins, and earnings stability. The market is not abandoning the recovery. It is becoming more selective about the best way to own it. This setup reminds me of early-to-mid 2021. After the initial post-COVID rebound, leadership shifted away from lower-quality and more speculative areas and toward higher-quality companies. The S&P 500 kept rising, but the leadership changed. I think we're seeing something similar today. The S&P itself is already a quality-heavy benchmark, with high-quality cohorts representing roughly 42 percent of the index versus about 28 percent for low quality. That should help keep the index resilient, even as the market continues to digest this transition. Could we still see near-term volatility? Absolutely. If the war escalates further or the Fed surprises us with a rate hike this week, the market can continue to correct. I continue to think 7000 on the S&P 500 is important support if investors remain uneasy about the Fed transition or the geopolitical backdrop. However, the bigger message is that leadership is changing, not that the bull market is ending.One of the most important drivers of this shift is AI adoption. Earlier in the cycle, margin expansion was about classic operating leverage: sales recovering faster than costs. From here, margin expansion will depend more on companies using AI effectively, running leaner, and turning productivity into revenue growth as well. This is why quality matters. Companies with strong pricing power, strong balance sheets, or the ability to translate AI adoption into real growth are likely to be rewarded disproportionately.Companies where AI is material to the investment thesis and pricing power is neutral to strong are seeing forward net margin expectations improve nearly 400 basis points above the median stock. Our transcript work also shows that roughly 25 percent of S&P 500 companies cited measurable benefits from AI adoption in the second quarter, up from 14 percent a year ago. That's operating leverage with a new engine. This also feeds into the AI leadership rotation. I still think semis are likely to underperform hyperscalers from here, even if both can be under pressure during the next leg of consolidation. Semis are a classic early-cycle group, and they've already seen a peak rate of change in earnings revisions. The hyperscalers, by contrast, have high quality core businesses, exposure to the agentic application layer, and an underappreciated ability to take costs out through AI-driven efficiencies. In terms of the overall S&P 500, the two variables I'm watching most closely are interest rates and oil. The bond market is pricing a meaningful probability of a Fed hike, but my base case remains that the Fed stays on hold. A hike would be a hawkish surprise and a risky maneuver, but I think even that would delay rather than derail a positive finish to 2026 with earnings growth remaining strong. Oil is the other wildcard. A sustained rise in oil is not priced into equities, and just another reason to move one's portfolio up the quality ladder.Bottom line, the broadening is not over, but it is changing shape and leadership. We're moving from early-cycle beta toward mid-cycle quality as the market seeks not only growth, but companies that can convert that growth into durable free cash flow and margin expansion. The recent elevation of quality factors has been evolving for the past month and now it's time to fully embrace it. Thanks for tuning in; I hope you found it informative and useful. Let us know what you think by leaving us a review. And if you find Thoughts on the Market worthwhile, tell a friend or colleague to try it out!

Marty and John dig into the Houthis blocking the Bab el Mandeb strait, oil whipsawing on peace headlines, and why Lloyd's of London pulling war coverage matters for US insurers. They get into Trump's air defense stockpile problem, Chinese diesel demand falling off a cliff, and why the MOVE index staying subdued even as yields rise is the chart to watch. The bulk of the show is an extended breakdown of the open versus closed AI model debate, why the Hugging Face hack exposes the absurdity of current guardrails, and how the real axis of conflict is US versus China, not open source versus safety. They close with Bitcoin long term holder supply hitting 84 percent, a classic bottoming signal.

Oil topped $100 a barrel for the first time in two months after Iran-backed Houthi rebels struck two Saudi tankers in the Red Sea, opening a new front in the shipping war as President Trump says he's weighing a massive attack on Iran. One of Trump's global tariffs expired overnight and he replaced it within the hour with a new one hitting 59 countries and the European Union, built on a different legal argument after the Supreme Court threw out his last batch. And people in Madison, Wisconsin gathered to remember Corey Ruiz, who police shot and killed Wednesday after they say he pulled a knife during a struggle, though bystander video appears to show him on the ground when the officer fired.Want more analysis of the most important news of the day, plus a little fun? Subscribe to the Up First newsletter.Today's episode of Up First was edited by Tina Kraja, Rebekah Metzler, Gigi Douban, Mohamad ElBardicy and Taylor Haney.It was produced by Ziad Buchh and Nia Dumas.Our director is Christopher Thomas.We get engineering support from Neisha Heinis. Our technical director is Stacey Abbott.And our Executive Producer is Jay Shaylor.(0:00) Introduction(01:54) Saudi Oil Tankers Attacked(05:24) Trump's New Tariffs(09:19) Wisconsin Police ShootingSee pcm.adswizz.com for information about our collection and use of personal data for sponsorship and to manage your podcast sponsorship preferences.NPR Privacy Policy