Podcasts about Outlook

Our Head of Research Product in Europe Paul Walsh and Chief European Equity Strategist Marina Zavolock break down the key drivers, risks, and sector shifts shaping European equities in 2026. Read more insights from Morgan Stanley.----- Transcript -----Paul Walsh: Welcome to Thoughts on the Market. I'm Paul Walsh, Morgan Stanley's Head of Research Product in Europe.Marina Zavolock: And I'm Marina Zavolock, Chief European Equity Strategist.Paul Walsh: And today – our views on what 2026 holds for the European stock market.It's Tuesday, December 9th at 10am in London.As we look ahead to 2026, there's a lot going on in Europe stock markets. From shifting economic wins to new policies coming out of Brussels and Washington, the investment landscape is evolving quite rapidly. Interest rates, profit forecasts, and global market connections are all in play.And Marina, the first question I wanted to ask you really relates to the year 2025. Why don't you synthesize your, kind of, review of the year that we've just had?Marina Zavolock: Yeah, I'll keep it brief so we can focus ahead. But the year 2025, I would say is a year of two halves. So, we began the year with a lot of, kind of, under performance at the end of 2024 after U.S. elections, for Europe and a decline in the euro. The start of 2025 saw really strong performance for Europe, which surprised a lot of investors. And we had kind of catalyst after catalyst, for that upside, which was Germany's ‘whatever it takes' fiscal moment happened early this year, in the first quarter.We had a lot of headlines and kind of anticipation on Russia-Ukraine and discussions, negotiations around peace, which led to various themes emerging within the European equities market as well, which drove upside. And then alongside that, heading into Liberation Day, in the months, kind of, preceding that as investors were worried about tariffs, there was a lot of interest in diversifying out of U.S. equities. And Europe was one of the key beneficiaries of that diversification theme.That was a first half kind of dynamic. And then in the second half, Europe has kept broadly performing, but not as strongly as the U.S. We made the call, in March that European optimism had peaked. And the second half was more, kind of, focused on the execution on Germany's fiscal. And post the big headlines, the pace of execution, which has been a little bit slower than investors were anticipating. And also, Europe just generally has had weak earnings growth. So, we started the year at 8 percent consensus earnings growth for 2025. At this point, we're at -1, for this year.Paul Walsh: So, as you've said there, Marina, it's been a year of two halves. And so that's 2025 in review. But we're here to really talk about the outlook for 2026, and there are kind of three buckets that we're going to dive into. And the first of those is really around this notion of slipstream, and the extent to which Europe can get caught up in the slipstream that the U.S., is going to create – given Mike Wilson's view on the outlook for U.S. equity markets. What's the thesis there?Marina Zavolock: Yeah, and thank you for the title suggestion, by the way, Paul of ‘Slipstream.' so basically our view is that, well, our U.S. equity strategist is very bullish, as I think most know. At this stage he has 15 percent upside to his S&P target to the end of next year; and very, very strong earnings growth in the U.S. And the thesis is that you're getting a broadening in the strength of the U.S. economic recovery.For Europe, what that means is that it's very, very hard for European equities to go down – if the U.S. market is up 15 percent. But our upside is more driven by multiple expansion than it is by earnings growth. Because what we continue to see in Europe and what we anticipate for next year is that consensus is too high for next year. Consensus is anticipating almost 13 percent earnings growth. We're anticipating just below 4 percent earnings growth. So, we do expect downgrades.But at the same time, if the U.S. recovery is broadening, the hopes will be that that will mean that broadening comes to Europe and Europe trades at such a big discount, about 26 percent relative to the U.S. at the moment – sector neutral – that investors will play that anticipation of broadening eventually to Europe through the multiple.Paul Walsh: So, the first point you are making is that the direction of travel in the U.S. really matters for European stock markets. The second bucket I wanted to talk about, and we're in a thematically driven market. So, what are the themes that are going to be really resonating for Europe as we move into 2026?Marina Zavolock: Yeah, so let me pick up on the earnings point that I just made. So, we have 3.6 percent earnings growth for next year. That's our forecast. And consensus – bottom-up consensus – is 12.7 percent. It's a very high bar. Europe typically comes in and sees high numbers at the beginning of the year and then downgrades through the course of the year. And thematically, why do we see these downgrades? And I think it's something that investors probably don't focus on enough. It's structurally rising China competition and also Europe's old economy exposure, especially in regards to the China exposure where demand isn't really picking up.Every year, for the last few years, we've seen this kind of China exposure and China competition piece drive between 60 and 90 percent of European earnings downgrades. And looking at especially the areas of consensus that are too high, which tend to be highly China exposed, that have had negative growth this year, in prior years. And we don't see kind of the trigger for that to mean revert. That is where we expect thematically the most disappointment. So, sectors like chemicals, like autos, those are some of the sectors towards the bottom of our model. Luxury as well. It's a bit more debated these days, but that's still an underweight for us in our model.Then German fiscal, this is a multi-year story. German fiscal, I mentioned that there's a lot of excitement on it in the first half of the year. The focus for next year will be the pace of execution, and we think there's two parts of this story. There's an infrastructure fund, a 500-billion-euro infrastructure fund in Germany where we're seeing, according to our economists, a very likely reallocation to more kind of social-related spend, which is not as great for our companies in the German index or earnings. And execution there hasn't been very fast.And then there's the Defense side of the story where we're a lot more optimistic, where we're seeing execution start to pick up now, where the need is immense. And we're seeing also upgrades from corporates on the back of that kind of execution pickup and the need. And we're very bullish on Defense. We're overweight the issue for taking that defense optimism and projecting out for all of Europe is that defense makes up less than 2 percent of the European index. And we do think that broadens to other sectors, but that will take years to start to impact other sectors.And then, couple other things. We have pockets of AI exposure in the enabler category. So, we're seeing a lot of strength in those pockets. A lot of catch up in some of those pockets right now. Utilities is a great example, which I can talk about. So, we think that will continue.But one thing I'm really watching, and I think a lot of strategists, across regions are watching is AI adoption. And this is the real bull case for me in Europe. If AI adoption, ROI starts to become material enough that it's hard to ignore, which could start, in my opinion, from the second half of next year. Then Europe could be seen as much more of a play on AI adoption because the majority of our index is exposed to adoption. We have a lot of low hanging fruit, in terms of productivity challenges, demographics, you know, the level of returns. And if you track our early adopters, which is something we do, they are showing ROI. So, we think that will broaden up to more of the European index.Paul Walsh: Now, Marina, you mentioned, a number of sectors there, as it relates to the thematic focus. So, it brings us onto our third and final bucket in terms of what your model is suggesting in terms of your sector preferences…Marina Zavolock: Yeah. So, we have, data driven model, just to take a step back for a moment. And our model incorporates; it's quantum-mental. It incorporates themes. It incorporates our view on the cycle, which is in our view, we're late cycle now, which can be very bullish for returns. And it includes quant factors; things like price target, revisions breadth, earnings revisions breadth, management sentiment.We use a Large Language Model to measure for the first time since inception. We have reviewed the performance of our model over the last just under two years. And our top versus bottom stocks in our model have delivered 47 percent in returns, the top versus bottom performance. So now on the basis of the latest refresh of our model, banks are screening by far at the top.And if you look – whether it's at our sector model or you look at our top 50 preferred stocks in Europe, the list is full of Banks. And I didn't mention this in the thematic portion, but one of the themes in Europe outside of Germany is fiscal constraints. And actually, Banks are positively exposed to that because they're exposed to the steepness – positively to the steepness – of the yield curve.And I think investors – specialists are definitely optimistic on the sector, but I think you're getting more and more generalists noticing that Banks is the sector that consistently delivers the highest positive earnings upgrades of any sector in Europe. And is still not expensive at all. It's one of the cheapest sectors in Europe, trading at about nine times PE – also giving high single digit buyback and dividend yield. So that sector we think continues to have momentum.We also like Defense. We recently upgraded Utilities. We think utilities in Europe is at this interesting moment where in the last six months or so, it broke out of a five-year downtrend relative to the European index. It's also, if you look at European Utilities relative to U.S. Utilities – I mentioned those wide valuation discounts. Utilities have broken out of their downtrend in terms of valuation versus their U.S. peers. But still trade at very wide discounts. And this is a sector where it has the highest CapEx of any sector in Europe – highest CapEx growth on the energy transition. The market has been hesitant to kind of benefit the sector for that because of questions around returns, around renewables earlier on. And now that there's just this endless demand for power on the back of powering AI, investors are more willing to benefit the sector for those returns.So, the sector's been a great performer already year to date, but we think there's multiple years to go.Paul Walsh: Marina, a very comprehensive overview on the outlook for European equities for 2026. Thank you very much for taking the time to talk.Marina Zavolock: Thank you, Paul.Paul Walsh: And thanks for listening. If you enjoy Thoughts on the Market, please leave us a review wherever you listen and share the podcast with a friend or colleague today.

Jasmine Crockett's launch ad did exactly what it was designed to do: dominate the conversation. It's a sparse spot — just Donald Trump's voice calling her “low IQ” while she slowly turns to camera and smiles—but the message is unmistakable. She's positioning herself as the fighter, the foil to Trump, the progressive star ready-made for the national stage. Whether you think the ad is brilliant, asinine, or somewhere in between, the confidence behind it is unmistakable. This is a politician who believes the moment belongs to her.And the moment may actually be hers. Crockett's entrance triggered the first major domino: Colin Allred is out. Allred saw exactly what was coming: a three-way field in which he was slowly slipping into fourth place, with poll numbers showing Crockett and state representative James Talarico dramatically outpacing him. In politics, you can bow out early or you can be forced out late. Allred chose the former and retreated to a reelection bid for his House seat. It was one of the rare cases of a politician reading a bad hand correctly before the stakes got worse.Politics Politics Politics is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber.That leaves the primary as a one-on-one: Crockett versus Talarico. And Talarico's opening move — a polite welcome video directed at Crockett — landed with a thud. If Crockett walks into a room like a lightning bolt, Talarico walked in like a guidance counselor. He cannot afford to make this a personality contest. Crockett thrives in personality contests. If he wants to win, he has to make this about message, not magnetism. The question haunting Texas Democrats for years — can a centrist survive a primary built to reward progressives? — will finally get an answer.Democrats dreaming of flipping Texas understand the trap. Yes, Crockett is electrifying. Yes, she's a rising star. But statewide politics in Texas is still shaped by a conservative-leaning bloc of independents who view her as too far to the left. Early polling from the University of Houston and Texas Southern University shows both Crockett and Talarico losing to Attorney General Ken Paxton. Paxton, who was impeached by his own staff, dogged by scandal, and widely regarded as too extreme even by many Republicans. Yet he leads both Democrats by narrow margins.That tells you everything about the strategic stakes. If Democrats nominate a progressive firebrand, even a wounded Republican like Paxton becomes viable. And the fear for Democratic strategists is simple: the moment Crockett wins the nomination, a large number of center-right independents will default to whoever the GOP nominates. That's the shadow hanging over her rise. Her path to the nomination is the clearest. Her path to victory in November may be the hardest.Republicans: A Primary That Shouldn't Be Close, But IsOn the Republican side, the Senate primary is turning into its own demolition derby. For months, John Cornyn seemed secure: the senior statesman, the institutional favorite, the known quantity. But recent polling shows Cornyn clinging to a razor-thin lead over Paxton, with Representative Wesley Hunt sitting as a serious third-place contender. Hunt's entry infuriated the Cornyn team, and with good reason — Hunt is young, popular, and ideologically aligned with the party's post-Trump base in ways Cornyn simply isn't.Paxton, meanwhile, remains the wildcard. He survived impeachment by leaning entirely on his loyalty to Trump, and the MAGA base has rewarded him for it. Trump is widely expected to endorse Paxton, and the only mystery is whether he gives Hunt a co-endorsement. Either way, Cornyn is not getting Trump's blessing, and if you are a Texas Republican trying to win a statewide primary without Trump's blessing in 2026, you are playing football with no helmet.As filing deadlines pass and the field locks in, Republicans now find themselves with the one candidate Democrats most want to face — and simultaneously the only candidate who might actually beat them.If both primaries break the right way, Texas could get the most entertaining political matchup in modern state history: Jasmine Crockett versus Wesley Hunt. Two young, charismatic Black lawmakers representing opposite poles of America's political identity, both natural performers, both eager brawlers. They could fill AT&T Stadium for a debate. They might try. And I would pay to see it.But beneath the spectacle is the deeper truth: Texas politics is in flux. Both parties are being reshaped by their loudest wings. Both are terrified of nominating the wrong candidate. Both primaries could create general-election vulnerabilities neither side fully understands yet. We're watching political identity evolve in real time.And for once, Texas isn't just a red state or a blue target. It's the center of the storm.Chapters00:00:00 - Intro00:02:19 - Texas Senate Races Heats Up00:17:29 - Update00:19:29 - Republican Healthcare Bill00:22:22 - Ghislaine Maxwell Record Release00:24:03 - Tariff Bailouts00:26:07 - Bill Scher on Dems' 2026 Outlook and More00:58:23 - Wrap-up This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.politicspoliticspolitics.com/subscribe

This week on LPL Market Signals, LPL Research's Chief Equity Strategist, Jeffrey Buchbinder, Chief Technical Strategist, Adam Turnquist, and Chief Fixed Income Strategist, Lawrence Gillum share highlights from Outlook 2026: The Policy Engine. The strategists cover the firm's expectations for stocks, bonds, the U.S. dollar, and key commodities in 2026. Tracking: #834380

OpenAI has launched a code red.

Ondo's launch of tokenized US stocks and ETFs within the Binance wallet with Ondo Finance President Ian de Bode. Ondo Finance President Ian de Bode joins CoinDesk Live, presented by Celo, from Binance Blockchain Week to announce the launch of tokenized US stocks and ETFs within the Binance wallet, giving 280 million global users 24/7 access to US capital markets. Plus, he explains why tokenized assets are superior to traditional brokerage accounts, offering seamless transferability, DeFi utility, and lower fees for international investors. - This episode was hosted by Jennifer Sanasie and Sam Ewen.

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Ondo's launch of tokenized US stocks and ETFs within the Binance wallet with Ondo Finance President Ian de Bode. Ondo Finance President Ian de Bode joins CoinDesk Live, presented by Celo, from Binance Blockchain Week to announce the launch of tokenized US stocks and ETFs within the Binance wallet, giving 280 million global users 24/7 access to US capital markets. Plus, he explains why tokenized assets are superior to traditional brokerage accounts, offering seamless transferability, DeFi utility, and lower fees for international investors. - This episode was hosted by Jennifer Sanasie and Sam Ewen.

Olympiacos cruise past OFI at home to maintain their lead in Greece as they gather momentum ahead of their UCL clash against KairatAri reacts to the result!- OFI unable to challenge

Listen to SJ discuss the Giannis trade situation and the Mavs' future outlook!

GPT5 automatically decides how long it should think about your request. But you can change it's...err.. mind? You'll also be able to get Copilot to list the meetings you haven't RSVP'd to and quickly respond from the Copilot chat. But take care that you have all the info for making your decision. You might want to ask Copilot for some more info about the meetings. Or just look at them in Outlook. 0:00 Welcome 2:29 Message preview for channels, mentions, and reactions notifications - MC1191916 6:33 Microsoft Planner: Support for Microsoft Information Protection (MIP) content sensitivity labels - MC1191916 9:43 Microsoft 365 Copilot: GPT-5 Mode selector adds Auto, Instant, and Thinking modes - MC1192003 16:04 Interpreter agent in Teams calls - MC1191612 22:39 Microsoft 365 Copilot: RSVP to meetings directly in Copilot chat - MC1191612

Orient Outlook Podcast - Episode 411 by Orient Outlook Podcast

The first traditional exchange-listed bitcoin and ether perpetual futures in Asia with Laurent Poirot, SGX Group's Head of Strategy for Derivatives. In today's Markets Outlook, SGX Group's Head of Strategy for Derivatives, Laurent Poirot, joins CoinDesk's Andy Baehr to discuss the launch of the first traditional exchange-listed bitcoin and ether perpetual futures in Asia. He breaks down how this groundbreaking product merges crypto-native innovation with trusted TradFi infrastructure to meet surging institutional demand. - Break the cycle of exploitation. Break down the barriers to truth. Break into the next generation of privacy. Break Free. Free to scroll without being monetized. Free from censorship. Freedom without fear. We deserve more when it comes to privacy. Experience the next generation of blockchain that is private and inclusive by design. Break free with Midnight, visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠midnight.network/break-free⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ - Need liquidity without selling your crypto? Take out a ⁠⁠⁠⁠⁠⁠Figure Crypto-Backed Loan⁠⁠⁠⁠⁠⁠, allowing you to borrow against your BTC, ETH, or SOL with 12-month terms and no prepayment penalties. They have the lowest rates in the industry at 8.91%, allowing you to access instant cash or buy more Bitcoin without triggering a tax event. Unlock your crypto's potential today at Figure! ⁠⁠⁠⁠⁠⁠https://figuremarkets.co/coindesk⁠⁠⁠⁠⁠⁠ - This episode was hosted by Andy Baehr.

Welcome back to the All Gas Trade Show (AGTS) with Gabe (@iGabe_FF) and Ty (@TyDeclare44)! This week we're diving deep into the wide receiver landscape as dynasty managers face tough decisions heading into the final stretch of the season. Topics include: Tier down WR moves that actually make sense How to navigate volatility without panic-selling Justin Jefferson's long-term dynasty outlook Real WR deals straight from the DDFFB Discord How to match trades to your roster's timeline Market pockets you can exploit before values settle Thank you for checking out the Podcast, be sure to follow and comment if you have any questions, we are always happy to answer any. For Access to our Premium Tools (Trinity, WAR & More) & Discord Community https://ddfantasyfootball.com/subscriptions/ Subscribe to the Youtube Channel DDFFB https://www.youtube.com/@DDFFB Subscribe to Ray's Channel: https://www.youtube.com/@RayGQue Check out All of Ray's Articles at Yahoo!: https://sports.yahoo.com/author/ray-garvin/ Follow Ray on Bleacher Report: https://br.app.link/7ExIDsWfHVb Follow us on Twitter: https://x.com/destinationdevy Become a Member on Youtube for access to the Dynasty Deal Show Live, Destination Chill and other member benefits, like priority reply to comments and unique badges and emojis: https://www.youtube.com/channel/UCV84gHvtBMXxzN9ZPI9XHfg/join Learn more about your ad choices. Visit megaphone.fm/adchoices

The first traditional exchange-listed bitcoin and ether perpetual futures in Asia with Laurent Poirot, SGX Group's Head of Strategy for Derivatives. In today's Markets Outlook, SGX Group's Head of Strategy for Derivatives, Laurent Poirot, joins CoinDesk's Andy Baehr to discuss the launch of the first traditional exchange-listed bitcoin and ether perpetual futures in Asia. He breaks down how this groundbreaking product merges crypto-native innovation with trusted TradFi infrastructure to meet surging institutional demand. - Break the cycle of exploitation. Break down the barriers to truth. Break into the next generation of privacy. Break Free. Free to scroll without being monetized. Free from censorship. Freedom without fear. We deserve more when it comes to privacy. Experience the next generation of blockchain that is private and inclusive by design. Break free with Midnight, visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠midnight.network/break-free⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ - Need liquidity without selling your crypto? Take out a ⁠⁠⁠⁠⁠⁠Figure Crypto-Backed Loan⁠⁠⁠⁠⁠⁠, allowing you to borrow against your BTC, ETH, or SOL with 12-month terms and no prepayment penalties. They have the lowest rates in the industry at 8.91%, allowing you to access instant cash or buy more Bitcoin without triggering a tax event. Unlock your crypto's potential today at Figure! ⁠⁠⁠⁠⁠⁠https://figuremarkets.co/coindesk⁠⁠⁠⁠⁠⁠ - This episode was hosted by Andy Baehr.

Interview recorded - 3rd of December, 2025On this episode of the WTFinance podcast I had the pleasure of welcoming back popular guest David Hunter. David is Chief Macro Strategist of Contrarian Macro Advisors and one of the few who have been bullish over the past few years. During our conversation we spoke about his new market targets, precious metals, which industries he sees outperforming, midterm election impact, hyperinflation, crash and more. I hope you enjoy!0:00 - Introduction1:00 - Outlook for markets6:10 - Markets to continue?9:38 - Precious metals13:21 - Miners16:05 - Other industries?21:53 - Most contrarian view?25:00 - Midterm election28:00 - Hyperinflation30:34 - One message to takeaway?David is an investment professional with 25 years of investment management experience and 20 years as a sell-side strategist with strong expertise in macroeconomic analysis and portfolio management. His strong macro capabilities combined with a contrarian philosophy have allowed me to forecast economic cycles and spot market trends well ahead of the consensus. David is an intellectually honest, independent thinker comfortable with charting a course away from the crowd. Accomplished stock picker and value-oriented portfolio manager.David Hunter - Twitter - https://twitter.com/DaveHcontrarianLinkedIn - https://www.linkedin.com/in/david-hunter-668ba015/WTFinance -Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfniTunes -https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4LinkedIn - https://www.linkedin.com/in/anthony-fatseas-761066103/Twitter - https://twitter.com/AnthonyFatseas

Should fantasy managers who aren't in the playoffs be able to make waiver wire moves? Is Cam Ward doomed in dynasty? Could Jakobi Meyers be a league-winner? JJ talks about those questions -- and more -- on this week's mailbag episode. Make sure to check out LateRound.com to subscribe to the free newsletter. Want to get weekly and rest-of-season rankings while accessing the amazing Late-Round community on Discord? Become a Late-Round member today.See omnystudio.com/listener for privacy information.

The NFL's Week 14 is here and Chris, Beau, Nate, Macon and Nolan breakdown the entire slate. Plenty of divisional action that has significant implications on the NFL Playoff race. The Kansas City Chiefs face the Houston Texans and the Cincinnati Bengals see the Buffalo Bills, all four of whom are chasing a wild card spot. The Baltimore Ravens and Pittsburgh Steelers play with the winner gaining a huge leg up in the AFC North race. The Chicago Bears and Green Bay Packers battle for the lead in the NFC North and the Indianapolis Colts and Jacksonville Jaguars fight for AFC South supremacy. Then the fellas wrap the games with smaller meaning, visit the Bermuda Triangle for the Dolphins-Jets game and then answer a couple mailbag questions! (00:00:00) - NFL Week 14 Previews & Thursday Night Time Machine (00:06:45) - Pittsburgh Steelers at Baltimore Ravens (00:23:05) - Chicago Bears at Green Bay Packers (00:34:50) - Indianapolis Colts at Jacksonville Jaguars (00:52:27) - Houston Texans at Kansas City Chiefs (01:00:25) - Cincinnati Bengals at Buffalo Bills (01:07:35) - Seattle Seahawks at Atlanta Falcons (01:11:08) - LA Rams at Arizona Cardinals (01:13:26) - Denver Broncos at Las Vegas Raiders (01:14:28) - Tennessee Titans at Cleveland Browns (01:20:58) - Bermuda Triangle Game: Miami Dolphins at New York Jets (01:24:22) - Washington Commanders at Minnesota Vikings (01:24:40) - New Orleans Saints at Tampa Bay Buccaneers (01:32:30) - Mailbag For the NFL's My Cause My Cleats, visit these sites to support:https://mcmc.rayzeapp.com/beauallen http://strongerthanyouthink.org/ Have some interesting takes, some codebreaks or just want to talk to the Green Light Crew? We want to hear from you. Call into the Green Light Hotline and give us your hottest takes, your biggest gripes and general thoughts. Day and night, this hotline is open. Green Light Hotline: ‪(202) 991-0723‬ Also, check out our paddling partners at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Appomattox River Company ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠to get your canoes, kayaks and paddleboards so you're set to hit the river this summer. Green Light's ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube Channel⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, where you can catch all the latest GL action: If you want some Black Friday merch, check out our sale:https://greenlightpodcast.shop/?fbclid=PAZnRzaAOR1RFleHRuA2FlbQIxMQBzcnRjBmFwcF9pZA8xMjQwMjQ1NzQyODc0MTQAAad3Jup6i1N2qH77pK8eUeSbKt2Y0OXMldIw1dRTq_xDRuY3Ctp99Qj4pfyGAw_aem_w9tp_XwGL-ZptFIHvlrM1g Green Light with Chris Long: Subscribe and enjoy weekly content including podcasts, documentaries, live chats, celebrity interviews and more including hot news items, trending discussions from the NFL, MLB, NHL, NBA, NCAA are just a small part of what we will be sharing with you.

As Penn State's coaching search continues, the Nittany Lions signed only two recruits to the 2026 class this week. How does that impact upcoming roster-building plans and what needs to happen next? Plus, we're joined by Jackson Ford, the only prospect who stuck with PSU after James Franklin's firing. Enjoy complete Penn State coverage anytime at Lions247.com. Follow the team on X: @Lions247 @TDsTake @danieljtgallen @tyler_calvaruso @MarkXBrennan. Follow or subscribe to the Lions247 Podcast on Spotify, Apple Podcasts, Stitcher, or wherever you get your podcasts. And watch every episode on YouTube. To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices

SchiffGold Founder Peter Schiff on CoinDesk Live from Binance Blockchain Week. SchiffGold Founder and Euro Pacific Asset Management Chief Economist Peter Schiff joins CoinDesk Live, presented by Celo, at Binance Blockchain Week to discuss his views on the current crypto market and his debate with CZ. In a no holds barred interview, Schiff compares the modern digital asset boom to the 2005-2006 subprime mortgage bubble and argues that most crypto companies are headed for bankruptcy. - This episode was hosted by Jennifer Sanasie and Sam Ewen.

In Episode 305 of the Hammer Territory Podcast, MLB insider and Foul Territory expert Robert Murray joins Shawn Coleman to glance at the Atlanta Braves offseason. Topics include Atlanta's starting pitching situation, how Alex Anthopoulos operates, the current MLB trade market, the chances of a Ha-Seong Kim return, and much more.See omnystudio.com/listener for privacy information.

Matt Hougan, CIO at Bitwise Asset Management, joined me to discuss the launch of their XRP, Solana, and Dogecoin Spot ETFs.Topics: - XRP, Solana Staking, and Dogecoin ETFs - Is the crypto bull market over? - Outlook for crypto in 2026 - DATS vs ETFs Brought to you by

Chris Perkins joins the show to break down the Dolphins' recent surge, highlighting major improvements on the offensive line, Devon Achane's durability, and Mike McDaniel's elevated playcalling — even suggesting Tyreek Hill may have unintentionally limited McDaniel earlier in the year. He also calls Kenneth Grant a disappointment while praising late-round standouts Dante Trader and Jordan Phillips. The guys then quickly recap the Lions' high-scoring win over the Cowboys on TNF before shifting to the college football playoff picture, exploring Miami's slim path to sneaking in and why the system feels flawed. They wrap with some fantasy football talk after Jahmyr Gibbs and Cowboys kicker Brandon Aubrey put up big performances, plus a note on the Panthers' tough OT loss to Nashville.

Joe and Hollywood break down the Dolphins' turnaround from 1-6 to 5-7 and the chance to move to 6-7, reflecting on the fired GM and longtime staffers who hadn't delivered results. They discuss whether the team is truly restarting or just patching things up, noting that Tua's contract limits options amid a league-wide quarterback shortage. Joe and Hollywood also weigh in on Frank Smith's comments about Tua potentially returning next season, the challenge of finding a better QB, and why they don't expect Tyreek Hill to be back.

AI-driven investment, rising leverage and shifting market dynamics are reshaping the 2026 stock market outlook. As companies accelerate spending on data centers, chips and digital infrastructure, micro-level decisions are increasingly influencing the capital markets and broader economy.In this episode of The Bid, host Oscar Pulido speaks with Jean Boivin, Head of the BlackRock Investment Institute, about the major forces shaping the 2026 markets and investing landscape. Jean breaks down how AI-related capital expenditure is transforming growth patterns, why governments and companies may need to leverage up to finance large-scale projects, and how these trends interact with today's policy and market environment.They also explore the diversification mirage — the idea that in an economy driven by a few powerful megaforces, some strategies that appear diversified may actually be concentrated calls. Jean shares how this affects views on regional equity markets, fixed income trends and the evolving structure of global investing.

SchiffGold Founder Peter Schiff on CoinDesk Live from Binance Blockchain Week. SchiffGold Founder and Euro Pacific Asset Management Chief Economist Peter Schiff joins CoinDesk Live, presented by Celo, at Binance Blockchain Week to discuss his views on the current crypto market and his debate with CZ. In a no holds barred interview, Schiff compares the modern digital asset boom to the 2005-2006 subprime mortgage bubble and argues that most crypto companies are headed for bankruptcy. - This episode was hosted by Jennifer Sanasie and Sam Ewen.

New economic data after the government shutdown and what it means for the Fed. Diane Swonk, Chief Economist at KPMG, breaks it down. RTX CEO Chris Calio joins for a wide-ranging conversation from Reagan National Defense Forum, the biggest defense conference of the year. Other exclusive interviews from RNDF with L3Harris CEO Chris Kubasik and Booz Allen CEO Horacio Rozanski. We track the latest on a potential Netflix–Warner Bros. deal, check in on market signals with Mike Santoli. Samsara CEO Sanjit Biswas on the state of connected operations.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Today we're uncovering…Florida lawmakers take aim at artificial intelligence in insurance. We'll explain what new oversight could mean for carriers and claims handling.Plus, Michigan's no-fault reform is paying off—drivers are seeing nearly 19% premium reductions. What's behind the savings?And, a new survey reveals consumers want action on lawsuit abuse as legal costs drive premiums higher.Finally, on Unscripted, NAMIC CEO Neil Alldredge talks with Jimi Grande to spotlight key issues in Washington—like stopping the GSEs' costly mandate driving up housing costs. Today's episode is sponsored by Holborn.

Tim O'Malley from Irish Illustrated stopped by the Friday edition of 3 Man Front to discuss the reaction to Alabama jumping Notre Dame in the CFP rankings and what needs to happen for the Irish's playoff hopes to be secure. See omnystudio.com/listener for privacy information.

Gain timely insights into the uncertainty and opportunity that define the investment landscape for 2026 in “AI Lift and Economic Drift.” This engaging discussion unpacks how resilient U.S. economic growth is set against a backdrop of powerful structural trends, including the transformative impact of artificial intelligence. Key themes include the importance of diversification, the challenges posed by elevated starting points for risk assets and the need for thoughtful portfolio construction to navigate ongoing market divergences. Join Gabriela Santos, Chief Market Strategist for the Americas, alongside David Kelly, Chief Global Strategist and Jack Manley, Global Market Strategist, as they share expert views and strategies to help investors prepare for the year ahead. Watch the video version on YouTube.  Subscribe to the Notes on the Week Ahead podcast for more insights from Dr. David Kelly: Apple Podcasts | Spotify

Unlock the power of Microsoft Copilot in this beginner-friendly training session led by Liz and Rachel. Learn what Copilot is, how it integrates with Microsoft 365 apps like Word, Excel, PowerPoint, Outlook, and Teams, and how it can streamline your workflow — from summarizing information to building full documents and presentations. The hosts walk through real examples, including creating a project spreadsheet, generating a presentation, and formatting accessible content with AI-powered assistance. They also cover different Copilot plans, tips to avoid AI "hallucinations," how to review sources, and where to access Copilot on the web or as a Windows app. By the end, you'll feel confident exploring Copilot's capabilities to save time, boost productivity, and enhance the quality of your work.

Morningstar's 2026 Investment Outlook is live, offering clear context on the forces that will shape the year ahead and beyond. If there's one takeaway for investors, it's this: Preparation beats prediction. Markets will keep shifting—tariffs, the Fed, geopolitics, and the rapid buildout of AI infrastructure—and trying to forecast every twist isn't a strategy. Building resilient portfolios is. That's why our outlook avoids bold predictions and instead focuses on rational, evidence-based decision-making across the issues that matter most to advisors and their clients. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Natasha Kaneva and team share J.P. Morgan's 2026 Global Commodities Outlook. Commodity prices have experienced repeated and highly synchronized cycles across various markets over the past 50 years, with these fluctuations closely tied to global economic trends through shifts in demand. This co-movement broke down in 2024, as energy prices reset lower while metals prices surged, marking the emergence of a new commodity regime, driven by divergent supply dynamics.  Looking ahead to 2026 this deviation is expected to continue as supply-constrained metals continue to beat glutted energy.   Speakers:   Natasha Kaneva, Head of Global Commodities Research Greg Shearer, Head of Base & Precious Metals Research Otar Dgebuadze, Natural Gas Research   This podcast was recorded on December 5, 2025. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5143468-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.

Financial Revelations with David Szafranski – Christmas Edition Welcome to the Christmas edition of Financial Revelations with David Szafranski! We're wrapping up the year with mission updates, a market recap, giveaways, and David's outlook for the months ahead.

During the 2pm hour of today's show Chuck & Chernoff talked about the SEC Championship, Georgia Football, Alabama Football, Kirby Smart, Joel Klatt and David Pollack. See omnystudio.com/listener for privacy information.

MacroVoices Erik Townsend & Patrick Ceresna welcome, Marko Papic. We'll discuss the deteriorating situation in Venezuela, the impacts of a potential Russia-Ukraine peace deal on markets, the spat between Japan and China, and the U.S. mid-term election cycle, considering the market impacts of all these developments. https://bit.ly/442T5gw   Register for Big Picture Trading's asymmetric challenge here: https://www.bigpicturetrading.com/challenge   

OL Anton Harrison, P Logan Cooke, and RB Travis Etienne Jr. speak with the media in the locker room following Thursday's practice as the team prepares for AFC South Divisional matchup against the Indianapolis Colts.See omnystudio.com/listener for privacy information.

The Macro Strategy Team at State Street Markets has published their top ideas for the year ahead. Will the tech stock bull run continue, or are recent, rising credit concerns enough to derail sentiment and valuations? Was 2025's dollar decline the beginning of a multi-year trend or is the buck on the brink of reversal? And are Japan's recent attempts at reflation about to stall or take the next step to success? We present a dozen ideas, across equities, fixed income and FX, all with an eye on which themes will continue into and emerge from 2026.See omnystudio.com/listener for privacy information.

Join host Mark Benzaquen for the final Wide World of Options broadcast of 2025 featuring Market Taker Mentoring's Dan Passarelli. In this insightful episode, Dan shares his perspective on the surprising market valuations of 2025, offers his outlook for 2026, and discusses the evolution of retail options traders. The conversation concludes with a fun lightning round, with a look into Dan's professional projects, including his upcoming book release in April 2026.   

Jon Sisk and Matt Lujano's banks couldn't be more different at first appearance — Sisk is a top executive at a community bank in Santa Cruz, California, near the beating heart of America's tech ecosystem, and Lujano leads a bank primarily based in a rural area of western Iowa where farming is dominant. But they share a positive outlook on the role of tech in community banking. As chair and vice chair, respectively, of ABA's Community Bankers Council, they reflected on what it means to be a tech-forward community bank in a podcast following the committee's recent D.C. meeting. Among other topics, they discuss: Forming AI brainstorming groups within banks to facilitate collaborative innovation. The use of generative AI tools to accelerate policy development and exam preparedness. Being ready to move quickly on stablecoins, tokenized deposits and digital assets, even if customers aren't demanding solutions. Good ideas surfaced in conversations among CBC members. Stay tuned for more conversations on tech-forward community banking within the ABA Banking Journal Podcast channel.

Jarrett Bilous takes about the airline industry's "above average" growth seen in stocks like United Airlines (UAL), Delta Airlines (DAL), and Southwest Airlines (LUV). He warns of pressures still hitting the "middle of the plane" thanks to tariffs and fears of economic slowdown. Jarrett explains how it all plays into the big picture for 2026. Tom White later offers an example options trade for Delta Airlines. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Andrew Alperstein, real estate partner at PwC, joined the REIT Report to share findings from the Emerging Trends in Real Estate 2026 outlook, produced with the Urban Land Institute. A major trend highlighted in the outlook is the shift away from a sector-based investment focus to one that drills down to the asset and submarket level.Alperstein explained that value creation in the real estate sector has reflected financing and lower cap rates. Going forward, “what we expect is that a lot more value creation will need to come through property operations, really driving revenue growth or rental growth, really being focused on expenses and capital spend, and less so on the capital markets in the coming years.”Alperstein described investor sentiment as slightly muted compared to recent years, reflecting uncertainty related to interest rates, valuations, transaction activity, and policy.

Regulations, Water Challenges, and the 2026 Outlook: Roger Isom on the AgNet News Hour In this Thursday edition of the AgNet News Hour, Nick Papagni and Lorrie Boyer sit down with Roger Isom, a leading voice in California agriculture. The conversation covers critical challenges and opportunities for growers, including regulatory pressures, water scarcity, rising energy costs, and strategies for advocacy heading into 2026. Advocacy and Grassroots Engagement Active participation in agriculture advocacy is essential. Growers and farm suppliers are encouraged to engage with legislators and county supervisors. Joining industry organizations strengthens collective influence: Western Tree Nut Association (WTNA): wtna.org California Cotton Ginners and Growers Association (CCGGA): ccgga.org 2026 is an election year—growers need to be heard in policy and voting decisions. Regulatory Challenges Rodenticide restrictions: Proposed DPR rules may limit usage, affecting food safety and crop protection. Sustainable pest management: Phase-out of priority pesticides by 2050 raises concerns about balanced advisory representation. Automation hurdles: Driverless tractors face restrictions under OSHA rules, despite driverless cars operating freely. Increasing paperwork burdens take time away from actual farming. Water, Energy, and Affordability Pressures Groundwater restrictions are enforced ahead of SGMA 2040 benchmarks. Funding gaps prevent critical infrastructure development for water conveyance and storage. Rising PG&E rates threaten farm operations: Proposed 27% electricity hike California agricultural rates up to 3x higher than Texas Solar payback periods under NEM 3.0 now nearly 20 years. The Future of California Agriculture Population loss and migration of growers to states like Texas and Idaho. Regulatory and energy burdens threaten long-term agricultural viability. Advocacy, voter engagement, and unified industry action are critical to protecting California agriculture. Wine Industry Insights Younger generations are drinking less wine due to cost, health, lifestyle, and cannabis alternatives. Wine marketing must emphasize storytelling, tasting experiences, and approachable options. Sampling and education about varietals, winemakers, and history can grow consumer appreciation. In today's episode of the AgNet News Hour, host Nick Papagni (The Ag Meter) and co-host Lorrie Boyer wrapped up a lively discussion on the changing landscape of wine consumption and what the wine industry can do to engage new generations of drinkers. Younger Consumers: Price, Health, and Lifestyle Drive Decisions Lorrie explained that younger adults are drinking less wine for several reasons—cost being a major factor. Many prioritize health, career, or school, while others prefer non-alcoholic beverages now trending in breweries and restaurants. She noted that wineries may need to expand into non-alcoholic options, just as beer companies have. Experience Over Alcohol: What Today's Drinkers Want Nick and Lorrie agreed that modern consumers focus more on experiences than alcohol volume. Craft cocktails, tasting-room visits, and curated beverage moments continue to capture interest. At the same time, the overwhelming number of wine choices can intimidate new drinkers, especially when bottle prices are high. The Value of Tasting and Storytelling Lorrie shared her personal love for wine tasting—trying small pours, exploring Cabernet and Zinfandel, and discovering new favorites based on food, mood, and weather. She emphasized that winery visits are about more than wine: Meeting the winemaker Learning the history Hearing the story behind each bottle Nick added that “every bottle has a story,” underscoring why wine remains a unique and powerful part of agriculture. Wrapping Up Nick and Lorrie closed the episode with excitement for upcoming holiday-themed content and encouraged listeners to return tomorrow for more ag news, insights, and seasonal fun. Listeners can find additional information, connect on social media, and subscribe to podcasts through AgNetWest.com.

Jack breaks down the latest headlines in college football including Lane Kiffin heading to LSU, Brian Hartline leaving Ohio State for USF, and more:

PREVIEW — Jessica Melugin (Civitas Outlook) — The Flawed Logic of the FTC's Meta Lawsuit. Melugin argues that the Federal Trade Commission's failed antitrust litigation against Meta Platforms fundamentally abandoned the traditional "consumer welfare standard" governing antitrust jurisprudence, instead prioritizing protection of corporate competitors over demonstrable consumer harm. Melugin emphasizes that because Meta provides innovative digital platforms offering zero-cost access to billions of users, the FTC could not satisfy the burden of proving consumer detriment required to successfully prosecute monopoly charges under established antitrust legal doctrine. Melugincontends that the FTC's regulatory overreach reflects ideological hostility toward successful technology companies rather than coherent consumer protection theory, establishing precedent for prosecuting businesses solely for competitive dominance absent documented consumer injury. 1923 SCOTUS

Unveiling Nansen's new agentic trading platform with CEO Alex Svanevik. Speaking on CoinDesk Live, presented by Celo, at Binance Blockchain Week, Nansen CEO Alex Svanevik unveiled plans for a new agentic trading platform. By merging Nansen's premier on-chain data with a conversational AI, the tool can independently discover, vet, and execute trades. This new model—dubbed "vibe trading"—replaces complex dashboards with a streamlined interface, aiming to make on-chain trading accessible to 100x more users while prioritizing safeguards against AI hallucinations. - This episode was hosted by Jennifer Sanasie and Sam Ewen.

About this episode: Injury prevention—a field focused on preventing injuries from falls, choking, homicides, car crashes, and other incidents—saves lives and money. Now, the United States' leading injury prevention unit, the CDC Injury Center, is grappling with cuts to funding and personnel that debilitate critical work. In this episode: Natalie Draisin, an injury prevention expert, details the lifesaving work at risk in extended funding battles. Guests: Natalie Draisin, MPH, MBA, is the director of the North America Office and United Nations representative for the FIA Foundation, an organization promoting road safety. She also serves as an advisor on road safety to WHO and the International Transport Forum. Host: Stephanie Desmon, MA, is a former journalist, author, and the director of public relations and communications for the Johns Hopkins Center for Communication Programs. Show links and related content: Injury prevention is in danger from federal cuts—Baltimore Sun With CDC injury prevention team gutted, 'we will not know what is killing us'—NPR Dr. Debra Houry on Her Decision to Leave the CDC—Public Health On Call (September 2025) Women's History Month: A Conversation With Sue Baker, the "Mother of Injury Prevention"—Public Health On Call (March 2024) Transcript information: Looking for episode transcripts? Open our podcast on the Apple Podcasts app (desktop or mobile) or the Spotify mobile app to access an auto-generated transcript of any episode. Closed captioning is also available for every episode on our YouTube channel. Contact us: Have a question about something you heard? Looking for a transcript? Want to suggest a topic or guest? Contact us via email or visit our website. Follow us: @‌PublicHealthPod on Bluesky @‌JohnsHopkinsSPH on Instagram @‌JohnsHopkinsSPH on Facebook @‌PublicHealthOnCall on YouTube Here's our RSS feed Note: These podcasts are a conversation between the participants, and do not represent the position of Johns Hopkins University.

Plus: Payroll processor ADP says U.S. private hiring sank in November. And federal agents are fanning out across New Orleans, the latest focus of the Trump administration's immigration enforcement. Pierre Bienaimé hosts. Sign up for WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Join Hunt Advisors, Austin Atkinson and Robert Hanneman, as they discuss Alaska's Draw Strategy and hunting outlook for 2026!   Host: Austin Atkinson Hunt Advisor: Robert Hanneman    Podcast Partners: Wild Sheep Foundation: https://www.wildsheepfoundation.org GEAR FOOL: https://www.gearfool.com/ Use Code BUILTTOHUNT for 10% OFF in Our GEAR FOOL Store Today!   Get Connected: Subscribe to HUNTIN' FOOL on YouTube: https://www.youtube.com/@huntinfool_official Become a HUNTIN' FOOL Member here:https://www.huntinfool.com/join Download The HUNTIN' FOOL App: https://www.huntinfool.com/app   Follow us on Social Media: Facebook: /huntinfoolofficial Instagram:  /huntinfool_official/

The longest government shutdown in U.S. history ended a little over two weeks ago. Federal workers are back on the job. But one of the biggest fights that helped fuel that shutdown remains unresolved.The enhanced subsidies that help millions of people afford health plans on the Affordable Care Act marketplaces are set to expire at the end of this year. Meanwhile, open enrollment for 2026 coverage is underway.As part of the shutdown deal, Republican Senate leaders promised Democrats a vote on extending health care tax credits by mid-December. But the politics haven't changed. It remains unlikely that the extension will get through the Senate, clear the House, or get to President Donald Trump's desk.What's in store for the future of the Affordable Care Act's health insurance marketplaces? What kind of policy discussions are currently taking place?Find more of our programs online. Listen to 1A sponsor-free by signing up for 1A+ at plus.npr.org/the1a. Learn more about sponsor message choices: podcastchoices.com/adchoicesNPR Privacy Policy

Markus Thielen, 10x Research, predicts an imminent crypto bear market and up to a 60% correction in 2026, Is the crypto bull run over? In this episode of Markets Outlook, Markus Thielen, founder of 10x Research, joins CoinDesk's Jennifer Sanasie, to discuss why we might be heading into a bear market in 2026. Thielen argues that US stocks historically perform poorly during midterm election cycles. Combining this historical trend with the "institutional fatigue" visible in recent ETF outflows, he breaks down the data suggesting a potential 60% correction is on the horizon. We also discuss the recent shift in "Whale" accumulation behavior and why the "digital gold" narrative is currently struggling to keep pace with physical gold performance. - Break the cycle of exploitation. Break down the barriers to truth. Break into the next generation of privacy. Break Free. Free to scroll without being monetized. Free from censorship. Freedom without fear. We deserve more when it comes to privacy. Experience the next generation of blockchain that is private and inclusive by design. Break free with Midnight, visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠midnight.network/break-free⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ - Need liquidity without selling your crypto? Take out a ⁠⁠⁠⁠⁠Figure Crypto-Backed Loan⁠⁠⁠⁠⁠, allowing you to borrow against your BTC, ETH, or SOL with 12-month terms and no prepayment penalties. They have the lowest rates in the industry at 8.91%, allowing you to access instant cash or buy more Bitcoin without triggering a tax event. Unlock your crypto's potential today at Figure! ⁠⁠⁠⁠⁠https://figuremarkets.co/coindesk⁠⁠⁠⁠⁠ - This episode was hosted by Jennifer Sanasie.