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Concurrent Training for Healthy Aging and the Overlooked B12 Risk of Metformin: Nutritionist Leyla Muedin discusses how concurrent training—combining cardio and strength work—supports healthy aging by building endurance, preserving muscle, and maintaining independence and “healthspan.” She explains that aerobic exercise improves cardiorespiratory efficiency while resistance training preserves lean tissue and functional strength, and offers practical scheduling tips: place strength sessions on two non-consecutive days, add moderate cardio around them, separate hard sessions, prioritize recovery with rest days, sleep, and adequate protein, and avoid pairing heavy lifting with hard endurance work if explosive power is important. She then summarizes evidence that clinicians often fail to check vitamin B12 levels in diabetic patients on long-term metformin, despite guidelines; metformin can impair B12 absorption, leading to deficiency, anemia, and potentially reversible neuropathy, with higher risk in the elderly, high-dose users, vegans, and PPI users. She urges proactive B12 monitoring and supplementation, such as a multivitamin with at least 100 mcg B12.
What a week. The Federal Reserve is hiking rates again, inflation remains stubborn, Washington is rewriting the rules for digital assets, Bitcoin is moving, and the Magnificent Seven are starting to tell very different technical stories. On today's TraderMerlin, we're wrapping up one of the more consequential trading weeks we've seen recently and connecting the dots between monetary policy, inflation, technology, crypto and the trades I'm personally watching. The biggest story was clearly the Federal Reserve. The Fed raised rates 25 basis points to 3.75%–4.00%, marking its first rate hike in more than three years. But the quarter-point increase itself isn't the important part. The important question is: Is this one hike—or the beginning of another tightening cycle? That question became even more important after the latest inflation numbers. August CPI rose 0.4% for the month and 3.4% year-over-year, while producer prices increased 0.4% for the month and 5.4% over the past year. Inflation isn't dead. And if prices continue pushing higher, the Fed may have more work to do. Meanwhile, the digital-asset world had a massive week of its own. The CLARITY Act ran into trouble in Washington, the battle over stablecoin yield and community-bank deposits intensified, and the SEC rolled out its new Innovation Exemption, opening the door for certain tokenized U.S. stocks to trade onchain through permissioned automated market makers and liquidity pools. Crypto isn't just sitting on the outside of traditional finance anymore. The infrastructure is beginning to merge. We'll break down: The Fed – Why rates went higher and what could come next Inflation – What CPI and PPI are telling us about the road ahead Digital Assets – CLARITY, stablecoins, SEC/CFTC developments and tokenization Bitcoin & Crypto – What the changing regulatory landscape means for traders Magnificent Seven Technicals – Apple, Microsoft, Nvidia, Amazon, Alphabet, Meta and Tesla Market Leadership – Are the Mag 7 still driving this market—or is leadership beginning to fracture? My Trades – Updates on the positions I'm currently watching, what's working, what isn't and how I'm managing risk The Magnificent Seven may be especially important here. For years, traders could almost treat these companies as a single trade. That's changing. Some charts remain technically strong while others are showing very different momentum, support and resistance structures. That divergence can tell us a lot about what's happening underneath the major indexes. And, as always, I'll finish with updates on my own trades—because analyzing markets is one thing. Putting your money on the line is another. Listen now:
☎️ Book Your COACHING INQUIRY Call: https://calendly.com/d/386-k9q-4cg/coaching-inquiry-call-zoom☎️ Book Your COMPLEMENTARY CONSULTATION and CALORIE CALCULATION Call: https://calendly.com/d/2p8-mxx-dgf/free-consultation-call-zoomYou hit your protein. You eat clean. And your stomach blows up by 2pm. So your doctor says it is acid reflux and puts you on a PPI. But what if the problem was never too much acid — what if it was too little?In this episode, Stephanie Crassweller breaks down the science of low stomach acid (hypochlorhydria) — why women in perimenopause and menopause are especially vulnerable, how stress and hormonal shifts shut down digestion, why PPIs and antacids make the problem worse, and the exact order of operations to rebuild your digestion so your body can actually absorb the protein you are eating.If you are bloated, losing muscle, exhausted, and doing everything right on paper — this episode will change how you think about your gut.
Danielle DiMartino Booth discusses the market reaction to the Fed raising interest rates for the first time since July 2023. She gauges questions around whether the average U.S. consumer will stomach the rate hike, or the start of a hiking cycle, as inflation pinches American wallets. Daneille adds to her analysis by discussing the growing importance of economic data like core PCE, CPI, and PPI for a Fed not as willing to divulge guidance on interest rates. She also offers a word of caution to investors in the AI trade. ======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe 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
In Episode 205 of the Facts versus Feelings Podcast, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, tackle the AI story dominating headlines: a viral tweet from a former Anthropic employee warning about civilization-level risk, an OpenAI/Hugging Face sandbox incident where AI agents were caught cheating and covering their tracks, and Anthropic CEO Dario Amodei's call to slow the AI frontier and create third-party auditors. The hosts draw parallels to past industries (AT&T, airlines, tobacco) that welcomed regulation to cement their dominance, and debate whether China will actually slow down its own AI push or keep charging ahead on deployment rather than AGI.From there, the conversation shifts to markets. The 10-year Treasury yield cracked 5% for the first time since 2023, and the team explains why that's less alarming than it sounds given nominal GDP growth running near 8%. They dig into hot CPI and PPI data, sticky services inflation (vet bills, wireless plans, dental care), and eye-popping PPI spikes in printed circuit boards and semiconductors tied to the AI buildout. The episode wraps with a look at what's driving the S&P 500's 2026 return, why margin expansion has more than offset multiple contraction, and why credit spreads and defensive sectors aren't flashing recession warnings yet.[Key Takeaways]A viral tweet from a former Anthropic employee, plus an OpenAI/Hugging Face incident involving AI agents caught cheating and hiding it, has fueled fresh "AI risk" headlines, though the hosts note political and business incentives may be shaping the narrative.Anthropic CEO Dario Amodei is calling for slower AI development, more interpretability tools, and third-party audits, a request the hosts compare to past industries (telecom, airlines, tobacco) that used regulation to entrench their dominance.The 10-year yield topped 5% for the first time since October 2023, but with nominal GDP growth near 8%, the hosts argue this looks more like normal repricing than a warning sign, especially compared to the late 1990s.Core and supercore inflation remain sticky, with services like vet care, wireless plans, dental work, and lawn care all running well above pre-pandemic norms, alongside PPI spikes of 65%+ annualized in printed circuit boards tied to the AI buildout.The S&P 500's ~13% year-to-date return has been driven almost entirely by earnings growth and margin expansion (up 16 percentage points), which has fully offset a 15-point drag from multiple contraction as rates have risen.Jump to:0:02 - Welcome And The AI Alarm1:40 - When AI Agents Cheat And Hide5:20 - Slowing The Frontier And Regulation14:20 - China Deployment Versus AGI Risk21:43 - Ten-Year Yield Hits Five Percent31:51 - Inflation Details CPI Versus PCE38:45 - PPI Shock From AI Supply Chain45:05 - Why Stocks Rise Despite Higher Rates48:39 - Credit Spreads And Defensive Signals55:10 - Livestream Plans And Closing ThoughtsConnect with Ryan:• LinkedIn: https://www.linkedin.com/in/ryandetrick/• X: https://x.com/RyanDetrickConnect with Sonu:• LinkedIn: https://www.linkedin.com/in/sonu-varghese-phd/• X: https://x.com/sonusvarghese?lang=enQuestions about the show? We'd love to hear from you! factsvsfeelings@carsongroup.com
Entrevista de Pablo Wende a Augusto Posleman, director de PPI, con toda la actualidad de los mercados.
A viral post claims a stomach infection reversal reversed a man's hair loss in 28 days. Dr. Chris Motley checks the science: how H. pylori shuts down your stomach acid, why that starves your hair follicles of iron and B12 before it shows up on a blood test, and why the popular kill stack for it fails for a specific group of people. 00:00:00 - The claim: hair regrowth in 28 days 00:01:46 - Welcome to the Ancient Health Podcast 00:01:59 - Why this post landed differently this time 00:03:47 - "It is something that is serious": the carcinogen most people shrug off 00:05:24 - Who's carrying it, and the family pattern behind it 00:06:01 - Dr. Motley's own undiagnosed childhood ulcer 00:08:29 - How H. pylori builds an acid-proof shelter out of your own chemistry 00:09:59 - What happens when the ammonia it makes spills into your bloodstream 00:11:25 - How you actually caught it (it's not from someone sneezing on you) 00:14:56 - The acid paradox nobody mentions in the viral post 00:15:46 - Sponsor break: Beam Minerals 00:17:52 - Same bacterium, two opposite acid problems, depending on where it sits 00:21:30 - The real chain from stomach acid to a thinning hair follicle 00:24:51 - "Your hair is the surplus of the blood": what Chinese medicine said first 00:27:50 - Why the mastic gum "kill stack" fails, and for whom 00:31:17 - Where to actually get tested 00:32:45 - Disclaimer and close Key Takeaways Thinning hair is a symptom, not the disease. Dr. Motley's framing: "the thinning hair is not the problem, the thinning hair is the receipt." H. pylori lowers stomach acid for most carriers, acid is required to absorb iron and B12, and hair follicles, among the most metabolically demanding tissue in the body, run out of raw material before a standard blood panel shows anything wrong. Check ferritin, not just hemoglobin. Ferritin (stored iron) drops before hemoglobin does. A normal red blood cell count on a standard panel does not rule out the iron deficiency that's already reached your hair. The mastic gum stack mentioned in the episode doesn't work the same for everyone. It requires an acidic stomach to be active, so anyone on a PPI for reflux is likely working against their own supplement. It's also built for the roughly 90 percent of carriers with low stomach acid, not the smaller group whose infection has pushed their acid up. The same infection can raise or lower your acid, depending on where it sits. An infection spread through the whole stomach tends to lower acid. An infection concentrated in the lower antral portion can raise it. H. pylori usually isn't caught in childhood. Most people acquire it early, often through a household member, most commonly transmitted through vomiting rather than casual contact. It is not a hygiene issue. The WHO classifies it as a carcinogen. It is linked to gastric cancer risk when an active infection is left unaddressed, so, test don't guess, especially for anyone with two-plus months of reflux, bloating, or digestive symptoms. No trial supports hair regrowth in 28 days. The underlying mechanism (better iron and B12 absorption once acid recovers) is real and can meaningfully help hair health over time, but the hair growth cycle itself makes a four-week full reversal implausible. Extra info: Pylo Guard by Microbiome Labs is an excellent, Dr. Motley recommended probiotic: https://tinyurl.com/yj2y8ccj Recommended Dosage: Normally one capsule in the evening (Talk to your doctor!). Another gentle probiotic known to work well for H.pylori is Pylopass: https://tinyurl.com/2uj6e7sy Resources Mentioned Mastic gum: resin from Pistacia lentiscus, traditionally sourced from the Mediterranean. Mastic gum complex by Zuma is a great source, but any organic version will do. Lactoferrin: iron-binding milk-derived protein, typically bovine-sourced Reishi Supreme (Ganoderma lucidum) by Supreme Nutrition Products: https://tinyurl.com/cs2jrzs2 Vibrant Wellness Labs, vibrant-wellness.com: functional digestive and parasite testing panel Uva Ursi Supreme by Supreme Nutrition Products: https://tinyurl.com/w8u9eu4e Want more of The Ancient Health Podcast? Subscribe to the YouTube channel. Follow Doctor Motley! Instagram TikTok Facebook Website *Most of us are mineral deficient and we don't even know it! Want to get your minerals in? BEAM Minerals is a simple shot of minerals each morning. Try BEAM Minerals at beamminerals.com/DRMOTLEY and use code DRMOTLEY for 20% off your first order. *Join Doctor Motley's newsletter for TCM insights and regular podcast updates https://www.doctormotley.com/ *Do you have a ton more in-depth questions for Doctor Motley? Check out his course on emotions and the body in his membership. You'll find other courses full of his expertise and clinical wisdom, plus bring all your questions to his weekly lives! To try risk-free for 15 days click here https://www.doctormotley.com/15 Learn more about your ad choices. Visit megaphone.fm/adchoices
Today's Post - https://bahnsen.co/4dB7zsq David Bahnsen hosts the Monday Dividend Cafe from the Newport Beach studio, recaps the show's weekly content cadence, and reviews a relatively calm market day after a volatile weekend. Nasdaq and S&P finished down about 0.5% with semiconductors down 5.6%, tied to a weekend letter from Anthropic CEO Dario Amodei urging major AI labs to slow development and seek regulation, with support from Elon Musk, Sam Altman, and Google's AI leadership. Bahnsen notes heightened volatility, a brief 10-year yield move above 5%, and sector performance led by communication services while technology lagged. He says credit spreads remain benign but will be key to watch. He covers August CPI (0.4% headline, 0.3% core), elevated PPI (5.4% y/y), tanker shipping up ~300% amid Red Sea/Strait of Hormuz disruptions, cooling housing markets, the Fed meeting with an 86% implied hike probability, and WTI crude above $100 after a Saudi pipeline shutdown. 00:00 Welcome Back Monday 01:08 Program Cadence Explained 03:24 Market Selloff Recap 04:30 Anthropic AI Warning 07:28 Volatility and Credit Signals 09:05 Policy and AI Regulation 09:45 Inflation CPI and PPI 10:55 Shipping and Housing Cooling 12:04 Fed Meeting Rate Decision 13:18 Oil Surge and Wrap Up Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
We sat down with Chris Hodge, Chief U.S. Economist at Natixis Corporate & Investment Bank Americas, for his outlook on monetary policy in the current rate cycle. Chris joins host Mark Gatto, co-Founder and co-CEO of CION Investments, to discuss whether recent economic data prints point to a disinflationary trend, and how AI capex is bolstering what Chris calls a "three-speed economy" amid flattened consumer spending and declining wage growth.
Fox dropped Peter for saying inflation would accelerate. August CPI proved it. Now an 88% rate hike, 19-year-high yields, and $100 oil.
There is only one way this ends, and it's not the one everyone right now believes. That's not (just) my take. This is the majority consensus (not that you've heard it) which gets more evidence by the day. Today's CPI, yesterday's PPI, oil, 2s, bills, spreads, RBOB, etc...Eurodollar University's Money & Macro Analysis---------------------------------------------------------------Want to understand what this data (and so much more) means for your portfolio? Learn how the Eurodollar system really works in the next 30 days so you can better prepare for the risks and opportunities ahead. Book a call using this link. https://eurodollar-university.com/edu-apply-page-page---------------------------------------------------------------https://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDUI'll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place. You can find me here: https://bravais.social/profile/edu
A jump in rates this week after a volatile stretch of Iran tensions, rising oil prices, and hotter than expected inflation data (PPI and CPI). Headlines are already framing it as bad news, but David Wickert and Tim Holdman break down why it's actually good news for home shoppers right now.They walk through the real math: on a $300,000 mortgage, the week's rate movement added just $51 to the monthly payment. Not the doom and gloom the clickbait suggests. Tim explains why rising rates thin out the competition, pushing sidelined buyers to pause their search while informed shoppers keep moving forward with less bidding pressure.The conversation also covers a real client case: a move up buyer navigating parental leave income rules while trying to purchase a new home before selling their current one. Tim details how mortgage guidelines treat leave income, what documentation lenders need, and how timing between a return to work and the first mortgage payment can make or break qualification.David and Tim close out making the case for working with a mortgage advisor rather than chasing the lowest advertised rate, and why crafting a strong offer matters just as much as getting approved.
Original https://youtu.be/ZdB0LI5If44Meet & Trade - Tu cita mensual con el Mercado este 15 de septiembre. Mas información Aquí!
Get your daily stock market news for 11th September 2026. Today we cover a hotter-than-expected US jobs report, sticky 5.4% PPI inflation, and spiking global bond yields. We also discuss the ECB's latest rate hike, strong August AMFI mutual fund inflows, India's projected $300B new-age economy, and SEBI's revolutionary Demat 2.0 pilot for tokenised corporate bonds.
Breaking down the hot PPI, rising energy prices, and how to prepare for the coming market correction. Plus, answering listener questions on Oracle (ORCL), Take-Two (TTWO), Meta (META), and Nike (NKE). In this episode: A horrible start to the NFL season [0:35] The PPI came in hot—here's how the Fed can control inflation [2:30] Higher energy prices will hit the market's earnings momentum [9:26] How to prepare for the coming market correction [16:32] I expect a strong quarter from Oracle [28:31] This entertainment stock is a buy at current levels [31:11] Muse AI is a game changer for Meta [36:02] Is it time to buy Nike? [40:34] How to know when to buy or sell a stock [45:51] Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li
Brian Szytel reports another broad market decline (Dow -316, S&P 500 -0.5%, Nasdaq -0.7%) alongside a sharp oil rally (WTI ~+7% to $102; Brent $107), with oil up about 20% over the past week and a half amid Middle East tensions and threats to key Red Sea chokepoints including the Bab el-Mandeb Strait. Markets are focused on CPI ahead of next week's FOMC meeting, with discussion of a roughly 70% chance of a rate hike and political pressure from upcoming midterms; he frames possible policy levels using core PCE (3.3%) and current fed funds (3.50–3.75%). He cautions against trading headlines and says rate moves are being sensationalized versus 2000. He also discusses tariffs as generally inferior to free markets, often retaliatory and effectively a consumption tax, but sometimes justified for national security or to counter unfair foreign policies. PPI and jobless claims were benign and in line. 00:00 Market Wrap and Oil Spike 01:08 CPI Preview and Fed Bets 02:40 Core PCE and Terminal Rate Math 04:52 Why Not to Trade the Noise 05:23 2000 Bubble Comparisons 06:57 Bull Markets and Fed Risk 07:28 Tariffs Explained Pros and Cons 10:03 PPI Claims and Closing Thoughts Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
With CPI and PPI inflation reports in focus, markets are looking for clues about the Fed's next move on interest rates. Will cooler inflation give policymakers more room to cut rates, or could hotter data force the Fed to remain cautious? Lance Roberts & Michael Lebowitz examine what the latest inflation numbers could mean for Fed policy, interest rates, Treasury yields, and financial markets, as investors try to determine whether inflation is cooling enough to change the Fed's outlook. 0:00 INTRO 0:49 - PPI, CPI Preview 2:11 - Oil As Factor in Inflation 4:36 - Markets Continue to Do What They Do 6:53 - Volatility Warms Up 10:03 - PPI, CPI - What's Driving the Numbers 12:56 - Inflation vs Deflation 17:21 - We Have a Relatively Weak Economy 18:51 - Will the Fed Hike Rates Twice this Year? 20:04 - Walsh, Bessent, & Signals to the Market 24:58 - Go Back and Watch Truflation Interview w Oliver Rust: https://www.youtube.com/live/603EdhToXq8?si=irUSKOwd9oEDb2hM 25:56 - Scott Bessent "I am the House" 30:39 - Ten Year Treasury Auction Results 32:38 - S&P 500 Trend Index 34:52 - In the End-phase of Secular Bullish Trend 37:37 - Moving Into a More Normal Rate Environment Hosted by RIA Advisors' Chief Investment Strategist, Lance Roberts, CIO, w Senior Investment Advisor, Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer ------- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/y1GoUw9wURw -------- Watch our previous show, "Q&A Wednesday: What Should Investors Do Now?" https://youtube.com/live/cbnYs0Eoc0E?feature=share ------- Watch today's "Before the Bell" report, "Markets Test Key Support," https://youtu.be/t6Hl9kH52gw ------- Articles mentioned in this report: "Hike Or Hold? Debating The Coming Fed Decision" https://realinvestmentadvice.com/resources/blog/hike-or-hold-debating-the-coming-fed-decision/ "Investing Myths Dismantled (Chapter 4 of 5)" https://realinvestmentadvice.com/resources/blog/investing-myths-dismantled-chapter-4-of-5/ --- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- * REGISTER for our next in-person Retirement Income Workshop, "Saturday, September 19, 2026: https://tracking.realinvestmentadvice.com/l/1052953/2026-06-17/2kkcz --- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN --- Subscribe to SimpleVisor : https://www.simplevisor.com/register-new --- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #StockMarket #SP500 #Inflation #FederalReserve #MarketOutlook #FederalReserve #InterestRates #CPI #FedPolicy
It's not just price pressures in crude oil you'll need to watch. Kevin Green says the energy volatility seeps its way into similar commodities like diesel and transportation services. He then turns to the latest economic data in PPI, jobless claims, and existing home sales. KG offers his technical analysis of an "interesting set-up" occurring in D.R. Horton (DHI) and offers a look into his levels to watch in the S&P 500 (SPX). ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe 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
Price action in Bitcoin took a step down after a hotter-than-expected PPI led to some weakness across Wall Street. That said, Adam Lynch sees increased net inflows to both Bitcoin and Ethereum, bolstering a bull case in the crypto space. He adds that passage of the Clarity Act is not priced in to cryptocurrencies, something he sees adding fuel to a steeper bull run. Adam then touches on the Nasdaq investing $100 million into Payward, the parent company of Kraken. ======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe 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
Market update for September 10, 2026Limited Time Promo: Sign up for a Public account, Deposit $1,000 and get $100 in free stock (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today's episode, Zaid covers:PPI inflation report puts energy prices in focusApple unveiling its first foldable iPhone at $1,999 AeroVironment rallying after an earnings beat and growing drone backlogAmerican Eagle sliding after a same-store sales miss as Aerie continues to drive growthAn Anthropic researcher quitting over AI safety fears
Europejski Bank Centralny może dziś ponownie podnieść stopy procentowe. Inflacja w strefie euro przyspieszyła do 3,3 proc., ropa Brent kosztuje ponad 100 dolarów, a jednocześnie europejska gospodarka może być słabsza, niż sugerują oficjalne dane o PKB.W dzisiejszym PB BRIEF także:• Apple pokazał pierwszego składanego iPhone'a. Sprawdzamy, jak na premierę zareagowali inwestorzy.• Wall Street zakończyła sesję spadkami, słabo rozpoczęły dzień również giełdy azjatyckie.• Rynek czeka na amerykański PPI – jeden z ostatnich ważnych odczytów przed posiedzeniem Fed.• Londyn i Nowy Jork przygotowują się do tokenizacji akcji i wydłużania handlu. Czy giełda działająca niemal 24 godziny na dobę jest już nieunikniona? O tym rozmawiam ze Stanisławem Borawskim z „Pulsu Biznesu”.• Wracamy też do historii OPEC – dokładnie 66 lat temu w Bagdadzie rozpoczęło się spotkanie, z którego narodziła się organizacja. Dziś coraz trudniej utrzymać jej członków przy wspólnej polityce.
Brian Szytel reports a third straight market decline (Dow -405, S&P -0.5%, Nasdaq -0.7%) alongside falling bond prices and a 10-year yield up 5 bps to 4.84%, noting Treasury talk of increasing long-bond buybacks to $6B is too small versus ~$5.5T of long debt and was met by higher yields. He walks through a hypothetical of refinancing all long-term debt with T-bills, which could flatten the curve but would push short rates up, remove long-duration supply, and make U.S. financing resemble an emerging market, undermining the Fed and increasing fiscal sensitivity and inflation premiums. He notes T-bills are ~22% of issuance vs a ~15–20% target. He discusses Japan and Europe's zero/negative-rate policies often producing unintended outcomes (carry trades, deleveraging, higher saving). No major data today; PPI tomorrow and CPI Friday. 00:00 Market Close Recap 00:33 Treasury Buyback Buzz 01:57 Yield Curve Control Limits 03:20 Why Borrowing Long Matters 04:13 Fed Mandate And Inflation Risk 05:16 Japan Zero Rate Lessons 06:33 Europe Negative Rate Backfire 07:18 Wrap Up And Data Ahead Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
Today we had the pleasure of hosting Dr. Judah Cohen for a discussion focused on weather. Judah is a Director of Seasonal Forecasting at JANUS Research Group and a Research Scientist at the Massachusetts Institute of Technology. His work focuses on sub-seasonal to seasonal weather forecasting, with particular expertise in the polar vortex, Arctic climate variability, and the factors that drive winter weather across North America and Europe. We were excited to hear Judah's perspective on the upcoming season, the evolution of weather forecasting, and how new technologies including AI could improve our ability to predict weather further into the future. In our conversation, we explore the evolution of weather forecasting and Dr. Cohen's career studying sub-seasonal to seasonal weather patterns, including the industry's progression from historical analogs and statistical methods to increasingly sophisticated physics-based models. We discuss how satellite observations and expanded global datasets have improved our understanding of the atmosphere, as well as the limitations of historical weather data and where today's models continue to struggle, particularly beyond the traditional one- to two-week forecasting window. Dr. Cohen shared his perspective on the growing role of AI in weather forecasting, the strengths and limitations of current dynamical models, and why better modeling of the interactions between the troposphere, polar vortex, and jet stream could meaningfully improve longer-range forecasts. We also discuss the respective roles of academia, government forecasting centers, and private-sector companies in advancing the next generation of weather modeling. We examine upcoming winter outlooks and the implications of a potentially historic “Super El Niño.” Dr. Cohen explains why El Niño's influence on winter weather is not necessarily linear and cautioned against assuming that an exceptionally strong El Niño guarantees an exceptionally warm winter. We explore his research linking Siberian snow cover to disruptions of the polar vortex and colder conditions in eastern North America as well as the potential for episodic cold and snow even during an otherwise mild winter. We cover the outlook for Europe, where natural gas storage levels make winter weather particularly consequential, and the difficulty of using El Niño alone to reliably forecast European conditions. We also touch on how an unexpected, multi-week cold snap could materially affect natural gas demand and prices, highlighting the significant implications of improving weather forecasting for energy markets and preparedness for extreme winter events. Mike Bradley opened the discussion by noting that the Dow Jones Industrial Average (DJIA) fell ~600 points this week as investors grappled with higher oil prices and rising U.S. bond yields. The 10-year Treasury yield climbed to ~4.8%, while the 30-year reached ~5.25%. With August CPI and PPI reports due later this week, Mike noted that inflation data could play an important role in shaping interest rate policy at the Sept. 16 FOMC meeting. Turning to energy markets, WTI crude oil increased ~$2/bbl to ~$94/bbl amid renewed U.S.-Iran tensions, with reports of potential explosions on Kharg Island, Iran's primary oil export terminal. European natural gas prices also continued higher, reaching ~$26–$27/MMBtu and bringing year-to-date gains to ~180%, as concerns grow over Europe's ability to replenish storage ahead of the winter heating season. Mike wrapped by highlighting the Barclays Energy-Power Conference in New York City, which he is attending this week. Based on his initial meetings, he noted a more constructive tone among companies and investors, with growing optimism around the energy and power outlook into 2027. Veriten Senior Advisor Deborah Byers also joined and added her perspectives and questions throughout the conversation.
Citi Wealth's Steven Wieting breaks down what the latest economic signals mean for markets while Interactive Brokers' Steve Sosnick explains why PPI and CPI could determine the next move for rates and stocks. T. Rowe Price portfolio manager Tony Wang discusses Meta, the AI trade and where he sees opportunity across tech. Meantime, Kate Rooney reports on the latest from OpenAI and CFO Sarah Friar. MoffettNathanson's Craig Moffett previews Apple's big event and the first major test for CEO John Ternus. BTIG's Jonathan Krinsky reads the technical tea leaves on the market's next move. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
CPI and PPI will be the key market movers Gina Martin Adams has her eyes on this week. She says growth is stable but "stable in the wrong way" as the Fed faces persistent inflation. As Gina explains, "the bull market is not over," investors will just have to brave for a couple months of strong volatility. That volatility can continue into 2027 after stronger-than-expected earnings season raise an already high bar for the future. ======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe 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
Escalation between the U.S. and Iran over the holiday weekend caused crude oil prices to climb and stocks to waver. Kevin Hincks discusses the latest macro moves impacting Wall Street and the U.S. Treasury's plans to alleviate pressure. One headline adding pressure: new tariffs from Canada that range between 15% to 50% on some U.S. products. Kevin sets his expectations for CPI and PPI as investors brace for volatility to the stock market and the Fed's interest rate outlook.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe 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
Cooper Howard says CPI and PPI are the two biggest metrics to watch on this holiday-shortened market week. He believes the inflation data will pave a clearer path on expectations for the Fed and interest rates. Kevin Gordon adds that if either report comes in hot, the FOMC will very likely hike, especially since the August jobs report came in much stronger than expected. However, Cooper makes the argument that no matter what the Fed decides, we will not enter a "rate hiking cycle."======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe 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
Welcome back to our weekend Cabral HouseCall shows! This is where we answer our community's wellness, weight loss, and anti-aging questions to help people get back on track! Check out today's questions: Michele: My mother has myasthenia gravis - can she take a probiotic instead of a PPI. For acid relux Steve: I have a BMI of 35 and I'm active. I'm 47 years old and need to lose the visceral fat. What's is the easiest way to lose the visceral? Anonymous: Hi, dr. C.I have a question about low blood pressure.We always hear about high blood pressure but what are all the reasons for low blood pressure and is it also dangerous?I've always had low blood pressure &the last time I had it measured it was 91/64 so the nurse was worried &asked me if I was ok.Is it also connected to heart rate?Oura says my resting heart rate has lowered over the past year, now my baseline is 48 (where the line on the readiness tab is full), sometimes my resting heart rate is 47. It was elevated a year ago &when I asked my doctor, they said around 60 is normal for resting heart rate, so is 47 really too low then? My HRV varies between 30s and 50s, so not very high. I'm contributing it to hot summer temperatures as well, but not sure so I would love your input, thank u Anonymous: Hello, hope you & your family are doing great! I checked your shows on irish sea moss & what I got from it is that it's not something you would recommend as there are so many other supplements you would suggest before it. My question is, is it in any way damaging considering it contains carrageenan? Is it different if this is natural carrageenan (since it's apparently derived from irish sea moss)? I'm puzzled because you say we should avoid carrageenan but you don't say that about Irish Sea moss & to me it seems like we should avoid it? I read carrageenan can cause intestinal inflammation, digestive discomfort & a weakened gut barrier but in alkaline diet the irish sea moss is everything & is supposed to help heal the gut… so confusing! That's why I'm asking, I really trust your opinion. Sienna: Hi Dr Cabral - three questions please that seem to have different approaches. (Avoiding Dr. Google) BEST time to take probiotics - does it *actually matter? Depend on the strain? Listened to your podcasts but some refer to on waking (empty stomach) others with food... any general guidance please? Proteolytic Enzymes: 2 "on waking" - empty stomach.. is it ok to combine these with any other "on waking" supplements? Any exceptions? 3. Low Ferritin (21): how long after supplementing could I retest bloods to see any improvements? I know it's not about 1 marker, only Ferritin was LOW. S Iron: 18, S-Transferrin: 2.28, Transferrin Saturation: 31% so the rest "in range"?? does this make a difference? less risk? Iron response has 25mg - would you say that is good dose? thank you!!! Sienna Thank you for tuning into today's Cabral HouseCall and be sure to check back tomorrow where we answer more of our community's questions! - - - Show Notes and Resources: StephenCabral.com/3865 - - - Get a FREE Copy of Dr. Cabral's Book: The Rain Barrel Effect - - - Join the Community & Get Your Questions Answered: CabralSupportGroup.com - - - Dr. Cabral's Most Popular At-Home Lab Tests: > Complete Minerals & Metals Test (Test for mineral imbalances & heavy metal toxicity) - - - > Complete Candida, Metabolic & Vitamins Test (Test for 75 biomarkers including yeast & bacterial gut overgrowth, as well as vitamin levels) - - - > Complete Stress, Mood & Metabolism Test (Discover your complete thyroid, adrenal, hormone, vitamin D & insulin levels) - - - > Complete Food Sensitivity Test (Find out your hidden food sensitivities) - - - > Complete Omega-3 & Inflammation Test (Discover your levels of inflammation related to your omega-6 to omega-3 levels) - - - Get Your Question Answered On An Upcoming HouseCall: StephenCabral.com/askcabral - - - Would You Take 30 Seconds To Rate & Review The Cabral Concept? The best way to help me spread our mission of true natural health is to pass on the good word, and I read and appreciate every review!
Marley Kayden recaps the week: S&P 500 and Nasdaq 100 rose while the Dow lagged, and energy stocks surged as crude hit $90. Nvidia (NVDA) gained 6% on its Hugging Face acquisition, with CEO Jensen Huang affirming its open-platform status. MicroStrategy (MSTR) jumped 12% as Bitcoin rallied. Lululemon (LULU) fell 16% on weak earnings and a lowered outlook. Next week: earnings from Oracle (ORCL), Adobe (ADBE), and GameStop (GME), plus PPI and CPI data that will fuel Fed speculation.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe 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
Since February 2026, I have been researching acid reflux, GERD, Barrett's esophagus, and hiatal hernias, going down more rabbit holes than I can count. I was hesitant to explore certain avenues because they seemed to lead right back to the PPI rabbit hole (proton pump inhibitors). I wanted to understand the cause rather than simply suppress the symptoms. After more testing, I had a clearer picture. Yet my gastroenterologist still recommended PPIs. Then I stumbled upon Ravi Kumar, MD, and his video The Great GERD Mistake: How Medicine Made Heartburn Worse and How to Fix It. It was the best explanation of GERD I had heard. Hearing it from an MD was empowering. I even shared it with my gastroenterologist. Dr. Kumar, a board-certified neurosurgeon, assistant professor at UNC, and host of The Dr. Kumar Discovery, spent eight years taking PPIs himself before questioning whether acid suppression was addressing the real problem. Dr. Kumar will share what he learned, how he got off PPIs, and what people should understand about reflux before accepting long-term acid suppression as the answer. Now you can listen commercial free at your leisure…Click here and let's grow together: The Truth About GERD, Acid Reflux & Proton Pump Inhibitors, Ravi Kumar, MD If you love this podcast episode, share it with a friend. The Lillian McDermott Radio Show/Classroom ~ When You Need a Friend… PREMIERE: Telegram, Facebook, YouTube, WhenYouNeedaFriend.com SUBSCRIBE, LIKE, & FOLLOW: Facebook, Instagram, X, Website, Odysee, BitChute, YouTube! LISTEN: Amazon Podcast, Apple Podcasts, YouTube Music, Spotify, Pandora, TuneIn, iHeartRadio! CALL or TEXT: 407-373-5959 “You can take a pill, or You can take Responsibility!” ®
The Conference Board's Erik Lundh and Kingsview Wealth Management's Scott Martin describe the U.S. economy as cooling but not collapsing, with expanding factory orders offset by a softer jobs market. Both agree the Fed lacks enough data to call September's meeting, making next week's PPI and CPI reports critical for inflation insights.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe 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
Anthony Franco joins Darragh McDonald to discuss the approval for a new Rays' stadium in Tampa, whether league expansion could be coming soon, the Orioles claiming Luis Robert Jr. off waivers, and some prospect promotions, including Ethan Salas for the Padres, Walker Jenkins for the Twins, Lazaro Montes for the Mariners, and Leo Bernal for the Cardinals, and how JJ Wetherholt's injury could end up costing St. Louis a PPI draft pick.
Longbow Asset Management CEO Jake Dollarhide dissects the current global bond sell-off, attributing it to sustained high oil prices and the resulting 'higher for longer' interest rates. He explains the inverse relationship between interest rates and bond prices, highlighting the struggles for diversified 60/40 portfolios. Dollarhide notes the significant corporate bond issuance from tech giants like Amazon (AMZN) and Meta Platforms (META) is challenging U.S. Treasuries. He also scrutinizes the Fed's potential actions, especially concerning a possible September rate hike, emphasizing the critical role of upcoming employment, CPI, and PPI reports.======== 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-...Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-...Watch on Sling - https://watch.sling.com/1/asset/19192...Watch on Vizio - https://www.vizio.com/en/watchfreeplu...Watch on DistroTV - https://www.distro.tv/live/schwab-net...Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about
Keith explores how real estate strategies have shifted from the 1980s to today and explains why investors need to adapt deal structures to changing interest rates, lending conditions, and market cycles. He highlights current opportunities in new construction and builder rate buydowns, along with the long-term benefits of fixed-rate debt. Keith is joined by economic futurist and author Richard Vague, who challenges conventional beliefs about inflation and interest rates and explains how government intervention, war, and supply constraints shape asset prices and leverage decisions. Together, they provide a big-picture framework for understanding how today's macro environment affects real estate investing decisions. Episode Page: GetRichEducation.com/621 For access to properties or free help with a GRE Investment Coach, start here: GREmarketplace.com GRE Free Investment Coaching: GREinvestmentcoach.com Get mortgage loans for investment property: RidgeLendingGroup.com or call 855-74-RIDGE or e-mail: info@RidgeLendingGroup.com Invest with Freedom Family Investments. For predictable 10-12% quarterly returns, visit FreedomFamilyInvestments.com/GRE or text FAMILY to 66866 Join Mid South Home Buyers' one-time, free live webinar featuring Keith Weinhold on September 30 at GetRichEducation.com/MidSouth to learn how Memphis' economic expansion could create new real estate investment opportunities, and have your questions answered in real time. Will you please leave a review for the show? I'd be grateful. Search "how to leave an Apple Podcasts review" For advertising inquiries, visit: GetRichEducation.com/ad Best Financial Education: GetRichEducation.com Get our wealth-building newsletter free— GREletter.com Our YouTube Channel: www.youtube.com/c/GetRichEducation Follow us on Instagram: @getricheducation Complete episode transcript: Keith Weinhold 0:01 Welcome to GRE. I'm your host Keith Weinhold. Learn how dramatically real estate has changed from the 1980s through the late 2020s. We'll be sure that your approach is changing with it. Then a great guest and I discuss how war and future calamities will affect mortgage rates, inflation, and your real estate today on Get Rich Education. What if I told you that one of America's strongest cash flow real estate markets is also becoming the new brains and brawn behind AI? That city is Memphis, believe it or not. In September 30th, we're going to show you why the smart money is paying attention now, along with an investing opportunity you won't want to miss. Join me, Terry Kerr and Matthew Van Horn of Mid South Home Buyers, the largest turnkey company in Memphis with more than 6,000 homes under management, for a free live webinar, the likes of which I've never done before. We're going to look at what billions in new investment could mean for jobs, housing demand, neighborhood appreciation, and your portfolio. Everyone who attends live will also get exclusive access to the best deal terms Mid South has ever offered. Reserve your free seat at getricheducation.com/midsouth. Again, that September 30th. Don't say we didn't tell you. Save your spot at getricheducation.com/midsouth. Speaker 1 1:35 You're listening to the show that has created more financial freedom than nearly any show in the world. This is Get Rich Education. Keith Weinhold 1:51 Welcome to GRE from Cambridge, England, to Cambridge, Massachusetts, and across 188 world nations. I'm Keith Weinhold. You're inside Get Rich Education. You could be doing anything with your time. I'm grateful that you choose to listen to me every week. You know, real estate investors sometimes say, "Ah, there aren't any deals anymore. What they usually mean is the deal structure that they learned five years ago stopped working. There are always opportunities in real estate, but your approach changes with interest rates, lending standards, inventory, construction, government policy, and just the overall economic cycle. The best investors don't wait for yesterday's market to return. That's like someone still hoping for Blockbuster Video Store to reopen. They identify what today's market is offering instead. Just consider this historic retrospective on real estate investing from the Reagan administration to today, in 1981, the 30-year mortgage rate peaked above 18.6%. I mean, just imagine proudly telling your friends that you locked in at 17% before rates went higher. That mortgage needed its own defibrillator. By 1984, rates were still near 16%. The strategy then, the approach, was for a buyer to assume the existing owner's lower rate mortgage that they locked in a few years earlier, perhaps in the late 70s, that's how you got a good deal, assuming that existing owners lower-rate mortgage. You can't do that so easily today. Keith Weinhold 3:50 By the late 80s and early 90s, the opportunity shifted from assuming attractive debt to buying distressed properties. The S and L crisis was upon us. Savings and loan failed lenders found themselves holding piles of distressed real estate, so investors bought foreclosures and REOs at discounts. They improved neglected buildings and then they repositioned them for income. You probably know that REO stands for real estate owned on a bank's balance sheet. All REO means is bank-owned property, but that's what you did. You found those, and then you scooped up a deal that way. As the 1990s progressed, interest rates declined, and loans also became really easy to obtain. We were tilting into the loosey-goosey easy lending environment. In the 90s, it was popular to buy an undervalued property, renovate it, raise the rent, and refinance it based on the improved value. That process later got a buzzy acronym and became known as the Burr strategy: buy, rehab, rent, refinance, repeat. By 2005, financing got more creative. This is when I was a new real estate investor. I remember obtaining what were known as 8015 five combo loans. This meant an 80% first mortgage, 15% second mortgage, and 5% down payment. You remember those? If you've been around for a while, you do. And see, this way you could avoid paying PMI, and you could control property with an astounding 20 to one leverage ratio due to that 5% down payment, but soon enough lending just got absolutely too creative and easy. The quiet lending party turned into a boisterous kegger, delivering the 2008 financial. crisis, and pretty soon I could no longer get any loans. From 2009 through the early 2010s, you could buy foreclosures and short sales at enormous discounts if you could find the loan. Keith Weinhold 6:20 Financing was tough, but prices were super low. It might have even made sense to pay cash at that time. Fear was everywhere right after the global financial crisis. I mean, it really took courage to act when others were hiding under the bed. By 2020 and 2021, the opportunity changed from cheap property to cheap money. Mortgage rates dropped below an absurd 3% as a result of the COVID pandemic. You could lock up extraordinarily cheap debt for less than the inflation rate, and then let inflation nibble away at it like Pac-Man. Of course, a lot of us are still benefiting from that today, but that opportunity is long gone now. But it doesn't mean that deals are gone today. Where's the opportunity? One of the best ones is often found in new construction, large build. have got to keep moving their inventory as they build these homes because they have got to keep their crews busy. An unsold house for a builder-I mean-that produces as much income as an unplugged Bitcoin miner. Rather than make conspicuous price reductions, builders use their financial muscle to buy down mortgage rates for you, often in the 5% range or even lower. Keith Weinhold 7:52 Builders might also offer you closing cost assistance, upgraded finishes, or other incentives that a single resale seller just can't match. So from the Reagan administration to today, over 45 years, the winning strategy just keeps morphing. It started out back then as assume the loan, over to buy distress, then to renovate and refi, then it was a creative financing wave, and then cheap debt, and today take the builders buy down. That's where we are. The mistake is deciding in advance what a deal is supposed to look like. The best deal structure changes, and of course, it's going to change again. The investor who keeps fighting the last war is always going to conclude that the opportunity has disappeared, but it hasn't. It's just changed clothing. Still, though, today's new purchases now-they're not as good as the deals that they were five years ago, but the best investors keep investing. They keep adding to their portfolio. It's what they've always done. Absolutely zero winning investors that are successful over time look back and say things like, "I didn't add anything to my portfolio during that 10-year span for this or that reason, the market changes, and you've got to adapt with it. That's a way to think about it. Take solace in knowing a few things. Deal structure changes over time are inevitable. And larger picture, you are investing in a product that is sustainable residential real estate in the form of long-term rentals. These entry-level properties are a scarce asset that people are going to continue to need. I mean, that's what we do here. Just compare. To the fads that we avoid around here, like NFTs, metaverse real estate, which we discussed on the show a few years ago, but said is highly dangerous, eye buying, value add apartment syndications, SPACs, or how about ICO funded altcoins? We don't chase the latest hot thing here at GRE. It is about what's sustainable, necessary, and cannot be easily disrupted by AI, and that's one reason that Get Rich Education is still standing strong after 52 episodes every year for almost 12 years now. Shortly, we're going to bring in a rather esteemed guest today on the future direction of interest rates and inflation. Interestingly, he believes that raising interest rates does not cool inflation, and that's contrary to popular belief. I'm going to press him on this and ask why, but first, our new Fed chair, Kevin Warsh. He's only been on the job a few months now. Keith Weinhold 11:07 He is gaining a reputation for not forecasting what they're going to do ahead of time, like his predecessor had. I guess I tend to like his disposition and the way that he communicates, I sense some pragmatism with Warsh, but gosh, it often seems that a new Fed chair gets off to a well liked start, and then they do something that lots of people criticize. Like, remember in 2004, late Fed Chair Alan Greenspan suggested more borrowers could benefit from adjustable rate mortgages shortly before rates rose and ARM resets became financial landmines. In 2007, Ben Bernanke said that subprime mortgage problems were likely to be contained. Oh, right after that, they helped trigger the global financial crisis, and more recently, the Jerome Powell gaffe, which I'll mention in the interview shortly. Here's what current Fed Chair Warsh says about inflation: Kevin Warsh 12:14 For some households, businesses, and market professionals, five years of high inflation have left a mistaken impression, that's hard to shake, that the Fed's implicit inflation target was somehow above 2% Let me reiterate, there is no soft inflation target. There is no soft implicit target, not on this committee's watch. There's only a target, and it's 2% Keith Weinhold 12:42 It's obvious that he is serious about getting inflation back down to 2% That tends to point toward interest rate increases. Let's discuss that and more with this week's brilliant guest. This week's guest is an economic futurist keynote speaker, and he's quite a popular author. He is chair of the board of the Public School Employees Retirement System. That's the largest public pension fund in Pennsylvania. Previously, the Pennsylvania governor appointed him as the secretary of banking and securities for the Great Commonwealth of Pennsylvania, he's also the founder and president of several various organizations today, and he serves on several boards, including at the University of Pennsylvania and the School District of Philadelphia. I mean, I hardly know how he has time to do it all, but he made time for us today. Hey, it's great to welcome back Richard Vague. Richard Vague 13:45 It's such an honor to be with you. I certainly enjoyed our last session, and it's really wonderful to be back. Keith Weinhold 13:51 Well, and so much has changed since you were last here, Richard. First, why don't we pull back and talk to us about the general state of the national economy today, as you see it. Richard Vague 14:04 ou know the economy was rocking along okay, and you know since you guys are such experts in real estate, I'll tell you one of the most important statistics, in my opinion, is the number of unsold homes, and by all rights, that number should be about 2 million homes. It's only about a million and a half. So there's a deficiency in our housing stock in the United States, which is, yeah, I think good news for the housing industry. It's always good to have a reason to have to grow. You may recall that in 2007, that had gotten up to four millinomes, which was a catastrophe, as we all know. So, it's the economic statistic I looked at first and most closely, and that was, you know, an okay number, and a lot of the things were going along. You know, not fabulous, but not terrible. Things were kind of moving. And all of a sudden now we have the war in Iran, and that's creating all sorts of problems for us, which you know I think you guys are concerned about. So I generally think the economy's been good, but there's a lot of dark clouds on the horizon. Keith Weinhold 15:15 You know, Richard, I was recently sharing something remarkable with our audience. To your point, just since 2020, consider all the calamities that we've had: COVID, Ukraine, Israel, Gaza, tariffs, and the Iran War. Just since 2020, what's the result of all that? Both stocks and residential real estate are near all time highs. Richard Vague 15:42 Yeah, well, you know, one of the things that's true is that this is something I go to in great detail in my book Paradox. But the more debt there is, the higher asset prices go. Keith Weinhold 15:53 Yeah. Richard Vague 15:54 You know, in the case of housing, that broadly helps middle America. In the case of the stock market, the top 10% of the country owns 87% of the stocks, so that tends to go to the wealthiest instead of to the broad population. But yeah, those two things are at highs. Keith Weinhold 16:12 You're touching on your well-received 2023 book, The Paradox of Debt, and you know, Richard, amidst all these calamities and all this potentially unprecedented level of government intervention that we've had-you know-it makes one wonder during the next crisis, which is inevitably going to happen, will the government just step in and provide relief again? And how would that look? Richard Vague 16:38 You know, I think that's one lesson that government has learned indelibly. Way back in 1929, in the couple of years that followed, the government did not step in, and we saw what happened. And I think there's a generation of economists that understand the role of government in a calamity, and you know it's pretty simple. You know the government comes in and crops up financial institutions as they did in 2008, simply by providing the liquidity or buying the bad assets, or the government steps in with relief checks as they did in such a massive way in 2020. But the government has learned that at least to some degree, it needs to intervene. I can't imagine that ever not being true. Keith Weinhold 17:26 Goshmright when you think about 2020s stimulus and how emergency lending facilities were set up, you had the payment protection program, stimulus checks, mortgage loan forbearance. It's just like this government won't let the asset holders fail. Richard Vague 17:46 Well, yeah, you know, there's failure, and then there's something that's hurtful but not quite failure. You know, I can imagine that the government will be able to prevent, in some circumstances, certain asset prices going down some amount, it's actually fairly commonplace for stocks to go down 10 or 20% I can see real estate prices going down as they have in the commercial office space. Yeah, but yes, the government will step in when those things become extreme to prevent a true calamity. Keith Weinhold 18:19 Of course, one consequence of the interventionism is elevated inflation. I know how you've talked before about how the level of inflation is higher than most people think. For example, you'll see today's CPI numbers in the mid threes. Talk to us some more about why inflation is higher than most people think. Richard Vague 18:41 Well, I have studied inflation, you know, fairly diligently, and inflation really relates to the constriction of supply. And if you look over the 250-year history of the United States, we haven't had that many episodes of bad inflation, and they've always related to a constriction of supply. Most of them have occurred during a war when, for obvious reasons, you know, supplies are constricted. The big 1970s episode of inflation was because OPEC, which had so much more power back in those days, acted to you know punish the United States by constricting supplies, and the price of a barrel of oil went from $4 to $40 a barrel. Yeah, between 73 and 79. COVID was another instance where inflation related to constriction of supply. That was you know people couldn't go to the meat factory to cut meat. People couldn't go to the factories to build things, so all of a sudden our supplies were decimated, and we had a short burst of very painful inflation. Well, now we've got the straight of four moves, and that is impacting the price of oil. I think it's going to impact the price of oil more going forward because. Because we've been able to rely on reserves, both the U.S. has been able to rely on reserves, and China has been able to rely on even greater reserves. And you know we haven't seen the brunt of that, but unless something's resolved pretty quickly, I think in the fall and winter we're going to see even more problematic prices there. But we know agricultural prices and even the flow of commodities like wheat are constricted by the constraints in the Strait of Hormuz and, frankly, other waterways as well. Now, one of the things the numbers that you see reported tend to underreport inflation because it looks at a year-over-year number and doesn't really capture it if it's moved up more sharply in the last month or two. So we look at it on a month-by-month. We you know we break it down about as to as many parts as you can break it down into. But PPI, which is kind of a leading indicator on the eventual CPI PPI's producer price index, it was 4.7% this last month. That would suggest to you that things which are in the mid threes now, which is more higher than we want, you know, probably trending over. Maybe not next month, but you know, over the next three to six months, I'm not going to be surprised if the number's more in the four to five range. So, yeah, I think inflation's being somewhat underreported at the moment. Keith Weinhold 21:29 The PPI being that harbinger of consumer prices, often four to six months down the road. And Richard, the last time you were here, when it comes to checking and controlling inflation, you said something so interesting. You said that higher rates, which is typically the response in order to try to quell inflation, higher rates actually do not lower inflation, and you did not get a chance to expand on that because we ran out of time. Tell us more about why higher rates do not reduce inflation. Richard Vague 22:05 Well, I'm going to answer that a couple of ways. One of them is higher rates don't open the Strait of Hormuz. Keith Weinhold 22:12 Right. Richard Vague 22:13 You can put rates as high as you want, and it's not going to open the Strait of Hormuz. Keith Weinhold 22:16 Chairman Warsch doesn't open the Strait. Yes, he doesn't get oil produce nothing. Richard Vague 22:20 Strait of Hormuz. Keith Weinhold 22:21 Yeah. Richard Vague 22:21 And so we can do all we want to on raids, which is a very blunt instrument, and it's not going to address the supply constraints that are geopolitical and war related. So, if you want to curb inflation right now, there's two things to do. One of them's you know end the war with Iran, and the other is to kind of back off a lot of these tariffs that have become so problematic. I think there's a place for tariffs. I think there's certain things China's doing that you know a call for an appropriate level of tariffs. I'm not sure we should be big tariffs on Canada and some of these other places, which have the effect of increasing the cost of our farm equipment and cars and other things like that. So, if you really want to address inflation and address the things that truly underlie inflation, and if the second way I'd answer this is to say, go look at the debt, track the data from you know 1945 or 50. You know, we really look at the post World War II period as the place we really learn things from, and over that period, increased government spending has been accompanied by reduced interest rates and reduced inflation. So, reduced interest rates and reduced inflation have gone hand in hand, and rising interest rates and rising inflation have gone hand in hand, and it's a really easy thing to look at. We've got the data on our site, but there's only been three periods where you've had big shifts in government spending and rates. They're pretty easy to look at, and there's actually empirically an inverse relationship between rising interest rates and it's the opposite of what economists tell you. Keith Weinhold 24:09 I think, in general, economists tell us that when inflation is high, you raise interest rates because consumer spending is about 70% of the economy, and those higher rates therefore incentivize people to be savers because they're getting paid a higher yield, keeping those dollars out of the economy, and they're less incentivized to be borrowers and expand the economy that way. I think in general that's why economists say that higher interest rates reduce inflation. Do you agree with that? Speaker 2 24:40 Well, no, I don't, and the reason I don't is because when you look at the data, that doesn't happen. These are easy things to check, and what I would say to you is that rising interest rates increase costs, and you guys know that better than anybody in the world. Keith Weinhold 24:56 With mortgages. Yeah. Richard Vague 24:58 What do rising interest rates do to? Cost of your mortgage. Keith Weinhold 25:02 Everything increased substantially. Richard Vague 25:03 It has system prices at the grocery store. Well, the grocery stores have to pay our interest for their inventory. So the more intuitive and obvious thing is that rising interest rates increase prices. And by the way, if you and I were to go look at the data right now, which I look at almost daily, that we would see periods of rising interest rates correlate to periods of rising increased costs. Keith Weinhold 25:29 Well, I'm glad you look at history because I often say here at Get Rich Education, if you want to know what's going to happen in the future, it's easy to have a hunch, but it's more important to look at history. Can you talk to us some more about how, over the long term, higher interest rates don't suppress inflation? If that's what you're saying, Richard Vague 25:47 yeah. The greatest rise in inflation, you know, in my lifetime was the late 1970s. Keith Weinhold 25:55 Yeah, Richard Vague 25:56 and for the entire time that interest rates were going up, prices and inflation were going up, and it wasn't until interest rates started coming down that inflation started coming down. So we could look at any number of periods, and if you're going to argue the opposite, you need to go find me some data. Keith Weinhold 26:15 Okay. Well, speaking in more modern times, in the last wave of inflation that we had, the CPI peaked at 9.1% in June of 2022. This is the whole famous Jerome Powell: inflation is only transitory. Oh shoot, no, it's not. I better hike rates. He did, and then inflation came down. Is it as simple as that cause in effect, or did something else make inflation come down post COVID. Richard Vague 26:42 Inflation came down, and it came all the way down in July of 2022. It didn't come down gradually over six, 912, 18 months. You go look at the length monthly inflation. Inflation came all the way down in July of 2022, and stay has stayed down all the intervening period until very recently with the Iran War. July of 2022 was before there was a dramatic increase in interest rates. Keith Weinhold 27:18 Right, Speaker 1 27:19 that's simple. Keith Weinhold 27:21 What caused inflation to come down? Then is it because supply began to arrive on the market again? Richard Vague 27:27 People went back to work, started building things again. Keith Weinhold 27:30 Producing. Richard Vague 27:32 And the problem was folks had not been able to go to the factories and make things, and so we had a you know global supply deficit. Well, the nice thing about that is that you know money incends people to scramble back to work, make things again, and you know once they start doing that, and the Fed actually produces something they call the Global Supply Chain Pressure Index. You can get it on the Fed site. If you look at it, it's supposed to be kind of at zero, and anytime supply chains are disrupted, it shoots up. And any you know, any time the opposite happens, you know there's overcapacity. It goes down, and you can see exactly when supply chains repair is happening. So go look at the. It's called the GSCPI. It's on the Fed side. You'll see that global supply chains had largely started to be dramatically repaired in the spring and summer of 2022, and naturally, supply and demand works. All of a sudden, supply starts showing up, and prices go to hell. Keith Weinhold 28:39 We're talking with economic futurist author and Pennsylvania's governor-appointed former secretary of banking and securities Richard Vague, more when we come back on the affliction of inflation, what this means for real estate investors, and more. This is Get Rich Education. I'm your host Keith Weinhold. What if you got your mortgage loans the same place I get mine. You sure can at Ridge Lending Group NMLS 42056. 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What I like is that their team walks you through how it all works, so you can decide if it aligns with your portfolio and income goals. Every investment carries risk, and nothing is guaranteed. But with a track record of consistent, on-time investor payouts, they built real credibility. Go to freedomfamilyinvestments.com to book a clarity call or text family to 66866. That's family to 66866. Dolph Derues 30:31 This is the king of commercial real estate, Dolph Derues. Listen to Get Rich Education with Keith Weinhold and don't quit your daydream. Keith Weinhold 30:45 Welcome back to Get Rich Education. We're talking with Richard Vague. Richard is the founder and president of so many organizations today. He's the author of several popular economic books. He chairs the board of the Public School employees retirement system. That's the largest public pension fund in Pennsylvania. He's in a lot of places at once, seemingly. Richard, we're talking about inflation before the break. What is the right inflation rate? Richard Vague 31:16 Well, like I said, inflation. If you look at the entire 250-year span of the United States has it been an affliction that has affected us that often? It is political kryptonite. So when it does happen, it steers our consciousness, and it you know certainly affects your industry. But you know, if we look historically, the Fed targets 2% It's not a bad thing to target. We never really have achieved that level for any length of period. I think if you look at it over the past several decades and take out the high inflation periods, it probably has averaged closer to three. So I don't think two to 3% is an inappropriate level, and I kind of suspect it'll be a level that typifies our future once we get past, if and when we get past this more. Keith Weinhold 32:09 Yes, not long ago, I was looking at the history of the CPI or the CPI's equivalent, and over the last 100 years, the rate is about 3.2% and we haven't hit that government-mandated 2% target, which is stated right on the Fed's website. We haven't hit that for any month in about five years now, and this asset inflation, as we know, this disproportionately enriches existing asset owners, and it widens this inequality. Something that's more recently been known as the K-shaped economy, can you talk to us some more about this exacerbating wealth inequality? Richard Vague 32:48 Well, you hit the nail on the head. Something on the order of 80% of all the net wealth held by Americans is in the form of two things: stock and real estate. If you want to talk about wealth, it's those two things, and those two things, probably 60 or 70% of all of those in the U.S. are held by the top 10% I think it's a single-digit number of those that are held by the bottom 50% So you know, if inflation and debt growth push asset prices up over time. It is a mathematical inevitability that the rich get richer faster than those in the middle and at the bottom, and that simply means inequality will increase through time. I believe that's structural. Unless you address that in very some very specific way it will continue. Keith Weinhold 33:43 Inflation affects real estate investors more than it does the average person because we borrow these big pools of money often at 75 to 80% loan to value, and in a sense, although we know it's bad for general society, and we do think about the K-shaped economy. Of course, inflation benefits us because it debases our debt. But even if you're not a real estate investor, even if you just own your own home, you know, Richard, I really think it begs the question: Is a 30-year fixed-rate mortgage one of the best forms of debt ever created for ordinary Americans? Richard Vague 34:22 The 30-year mortgage, which was created, you know, that started on that path in the 1930 s for the very reasons we all know and love, which is getting Americans to own their own home, and has been, you know, a game changer for the country, and truly one of the great things that's been done, and I hope it's something that we continue to defend and preserve. Keith Weinhold 34:46 Well, that brings up leverage and the prudent use of leverage. As real estate investors, we have this benefit of getting all these 30-year fixed-rate loans without the threat of a. Margin call being made. We're not borrowing over in the stock market. When you sign your loan documents, it doesn't say that the bank can call your note due at any time, but one could take it too far. And when it comes to debt, I think that really begs the question: Where does intelligent leverage end, and then dangerous leverage begin. What's the border? Richard Vague 35:25 Well, you guys are experts, and I'm not. But the very simple premise is starts with not overpaying for the property to begin with. It is not an exact science, but generally speaking, I think we can tell when prices are relatively high in a given market and or a given year and relatively low, and you you'd always want to kind of be at least in the middle or somewhat on the low end before you acquire a property. So that's step number one, and then step number two is really just giving yourself a buffer, you know. We saw in the global financial crisis that real estate loans were being made in some cases at 100% of value. Yeah, and frankly, we saw at least some episodes within that folks borrowing over 100% of value, and certainly they were very happy when that happened. But we know there's zero margin for error when you do that, and perhaps even a negative margin for error when you do that. So I would think, you know, you guys know better than me, but you know, I hate to borrow it much more than like 90% of value, maybe 95% if it's a smaller asset and you have a government guarantee, and if you can do it at lower leverage, you know, 70 or 80% of value, that's not a bad thing to consider. I tend to think in the real estate world that you know I've seen many investors, particularly in the commercial space, buy things with lower leverage, 50 or 75% But then, as the asset proves itself, they work with their lender to increase the debt-to-value ratio, you know, and get more money at it over time as it becomes an increasingly proven asset. So they migrate their way from 75% to 95% over time. I think that's a logical path. Keith Weinhold 37:20 That acronym Ninja Loans, which were popular from about 2000 to 2007, that acronym Ninja means no income, no job or assets, and you might still get a loan of 110% of the value of the property. It was profligately irresponsible. Well, Richard, in a moment, I want to ask if you have a resource that our audience can follow along with you if they would like to do so. But before I do that, do you have any last thing that you would like to talk about? Maybe something that I did not ask you, whether it has to do with the general economy or real estate or interest rates or inflations. Is there something else that we should know? Richard Vague 38:00 What I would do is just endorse your podcast. Keith Weinhold 38:04 Thanks. Richard Vague 38:05 You're approaching this in a very intelligent way, and you're very empirical, and I think your listeners are doing themselves a service by continuing to follow what you do. That's a really reasonable, secure, and yet bold path towards creating wealth, then I think you're to be commended. Keith Weinhold 38:27 Oh, I appreciate the endorsement. I'm always blown away at our following, but you have some resources worth following as well. Tell us about that. Richard Vague 38:36 Well, we do. We have a weekly video ourselves that it's about a five-minute video, and you can go to our website, which is tycos.com. So t y c h o s.com, and you know we have data on the site. If you're a real geek, you could go in and you can look at our macroeconomic data. You know, but if you're not, you can sign up for the video, and we come out with what we hope is a short but relevant video once a week talking on some aspect of the economy, and you know we'd love to have folks join that if they're interested. Keith Weinhold 39:10 Well, it's valuable. I suggest you, the listener, check that out. Richard oftentimes turns conventional economics on his head, just like he did with us today, talking about how if there's higher interest rates, that does not necessarily mean lower inflation. Richard, it's been valuable as always. It's been great having you back on the show. Richard Vague 39:30 It's an honor to be with you. Keep up the great work. Keith Weinhold 39:38 In this remote interview, I got a beautiful look over Richard's shoulders there on the screen at Center City, Philadelphia, in the ornate buildings there. I will be in that part of the nation again shortly. Big thanks to Richard Vague. If you're looking him up, it is spelled V-A-G-U-E. We've got a. A lot of terrific content coming up on the show over the next few weeks, including fresh takes on building your wealth that you've never heard before. Until next week, I'm your host Keith Weinhold. Don't quit your daydream. Speaker 3 40:18 Nothing on this show should be considered specific, personal, or professional advice. Please consult an appropriate tax, legal, real estate, financial, or business professional for individualized advice. Opinions of guests are their own. Information is not guaranteed. All investment strategies have the potential for profit or loss. The host is operating on behalf of Get Rich Education LLC exclusively. Keith Weinhold 40:46 The preceding program was brought to you by your home for wealth building. getricheducation.com
Ask almost anyone how Ozempic works and you'll hear the same answer: it slows your stomach down. Dr. Ken Brown says that's the magician's waving hand.In this solo episode, the board-certified gastroenterologist walks through the research showing that roughly 99% of GLP-1 weight loss happens in three regions of the brain - and that the gut accounts for less than 1%. Which means the nausea, bloating, and heartburn people white-knuckle through aren't the thing making them lose weight.He maps the actual mechanism: the hypothalamus, where a misfiring hunger neuron acts like a broken fuel light telling you the tank is empty when it's full. The mesolimbic system, where dopamine explains why you find room for a Crumbl cookie after a full dinner - and why fMRI scans of that reward circuit go dark once someone starts a GLP-1. And the brainstem's area postrema, the ancient poison-detection system these drugs quietly hijack to produce fullness and nausea.Then the part he sees in clinic every week: why the pylorus tightens, why the migrating motor complex stalls, why the fundus stretches, and how that combination pools acid at the top of the stomach and pushes it into the esophagus. Plus the trial data showing most stomachs return to normal emptying by around 16 weeks, why a PPI often doesn't fix GLP-1 heartburn, and what he does instead for patients ready to quit a medication their gut can't tolerate.In this episode:- Why "it slows your stomach" is a misdirection- Your body's own GLP-1, and why these drugs act like an Amber Alert instead- The three brain regions doing 99% of the work- The broken fuel light: AgRP, POMC, and lifelong hunger- Dopamine, the dessert tray, and why this isn't willpower- The fMRI studies that made it visible- What the drugs actually do to the stomach — and the bathtub with the plug in it- Tachyphylaxis: why it improves around 16 weeks- Long-term GLP-1 use and SIBO risk- How to keep the weight loss without the gut miseryChapters: 0:00 The misdirection · 3:21 How your own GLP-1 works · 4:38 Three brain regions · 9:35 The broken fuel light · 11:08 Why you find room for the cookie · 13:11 The fMRI studies · 15:01 What happens in the stomach · 17:21 The bathtub analogy · 19:56 The trials nobody talks about · 21:31 Why 16 weeks matters · 23:29 SIBO and long-term use · 23:58 You don't have to suffer · 30:10 Bringing it togetherEducational content only - not medical advice. Talk to your physician about your medications.Learn more: regardingyourgut.com · kbmdhealth.comBrought to you by Atrantil Pro.
Learn more about Astraeus Wealth Management: http://astraeuswealth.com/partner-with-us Checkout The Boock Report: https://boockreport.com/about/ Dan Nathan and Guy Adami are joined by Peter Boockvar, CIO at OnePoint BFG Wealth Partners, to unpack recent inflation data and why yields remain resilient, with the curve steepening as the two-year dips while the 10-year holds around 4.65%. Boockvar argues the Fed must weigh PPI alongside CPI, noting persistent producer pressures and limited pass-through that squeezes margins and hiring, contributing to weak consumer confidence and “running to stand still” wages. They discuss why the S&P 500 continues to levitate, attributing much of earnings and market leadership to massive AI CapEx spending and its spillovers into financials. The conversation previews key retail earnings (Home Depot, Lowe's, Target, TJ Maxx, Walmart) and highlights strong energy stocks amid high gasoline prices and inventory drawdown risks. They also debate U.S.-China AI competition, pressure on OpenAI/Anthropic business models, and Japan's yen intervention, rising odds of a BOJ rate hike, and potential repatriation flows. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media The financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose. Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.
The Inside Economics crew is joined by colleague Matt Colyar to run down the week's slate of inflation and consumer data. Following the recap and a brief detour about lettuce consumption, each puts forward probabilities that the Fed will cut rates, hike rates, or stay put in the near term. The numbers game leads to a discussion of the series the group would put on their Mount Rushmore – an exercise Mark is completely unfamiliar with and blames on the group's generational divide. Hosts: Mark Zandi – Chief Economist, Moody's Analytics, Cris deRitis – Deputy Chief Economist, Moody's Analytics, and Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody's Analytics Follow Mark Zandi on 'X' and BlueSky @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn Questions or Comments, please email us at InsideEconomics@moodys.com. We would love to hear from you. To stay informed and follow the insights of Moody's Analytics economists, visit Economic View. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
RenMac breaks down a July inflation picture that isn't cooperating (softer CPI, firmer PPI, and core PCE annualizing near 2.5%), and why the bond market is under-pricing the risk of a September hike. The team also discusses slowing consumer spending after a weak retail sales print, a tape where the trend holds in the face of the momentum unwind and the Leopold rebound, the Credit Card Competition Act's path onto the Clarity Act, AOC's rise in the betting markets, and the week ahead in Fed minutes.
P.M. Edition for Aug. 13. The U.S. is sending a fresh aircraft carrier to the Middle East amid growing concerns over living conditions aboard the carrier currently stationed there, the USS Abraham Lincoln. Plus, seven months into the U.S. energy blockade against Cuba, everyday people are struggling to sleep in the heat and to afford food as blackouts persist. We hear from Journal reporter José de Córdoba about what he is hearing from people across the country. And the proliferation of restaurant reservation apps have made it a nightmare for diners to get a table at a buzzy restaurant. Reporter Heather Haddon explains why restaurants keep doing business with the apps. Alex Ossola 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.
Brian Szytel reviews a broad market rally with the Dow up 69 points, the S&P 500 up two-thirds of a percent, and the Nasdaq up eight-tenths, alongside a modest bond rally as the 10-year yield fell three basis points to 4.65; WTI oil declined about 2.5% to $81. He highlights disinflationary data following a cooler CPI, with PPI coming in flat versus expectations of +0.2 and core PPI at 0.2 versus 0.3, putting core PPI at 4.2% year over year. Fed futures shifted, with September hike odds falling to about 32% from over 50% two days prior, while fundamentals remain strong despite valuation concerns near 22x. Weekly jobless claims were slightly worse at 209k versus 204k. He also discusses how inflation can erode sovereign debt burdens, risks of high debt-to-GDP (U.S. ~120%), and contrasts with Japan's 204% given domestic ownership of JGBs. 00:00 Market Rally Recap 00:46 Inflation Data Boost 01:55 Rates Expectations Shift 02:26 Valuations Versus Fundamentals 03:08 Weekly Claims And Geopolitics 03:33 Debt And Inflation Playbook 04:54 US Debt To GDP Context 05:35 Japan Comparison And Scale 06:24 Wrap Up And Next Episode Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
Steve breaks down the recent PPI and CPI numbers, which came in line with economists' expectations, but do all Americans feel it? The guys talk about the recent state of the economy. Taxes nowadays are the number one expense that many families are paying, topping costs for food, clothes, and more. Coal could be a huge revenue maker for the American economy. Data centers in the USA are growing, and Steve explains how this is happening.
Luigi Mangione may have a plea deal coming tomorrow in his case, and Mark explains. NYC Commissioner Julie Menin is challenging claims that crime in NYC has gone down. Zohran Mamdani will be taking a vacation to upstate New York starting next week. Mark takes your calls! Mark interviews economist Steve Moore. Steve breaks down the recent PPI and CPI numbers, which came in line with economists' expectations, but do all Americans feel it? The guys talk about the recent state of the economy. Taxes nowadays are the number one expense that many families are paying, topping costs for food, clothes, and more. Coal could be a huge revenue maker for the American economy. Data centers in the USA are growing, and Steve explains how this is happening.
White House Press Secretary Karoline Leavitt is stepping down from her role. Who will replace her? Mark can tell you! President Trump will be coming to Long Island tomorrow to tour law enforcement operations in Nassau County and is expected to cause a traffic nightmare. Iran is allegedly planning a massive attack on the USA right before the midterms, which could screw up President Trump and the Republicans' chances of winning the midterms. CBS may be leaving New York. A huge scheme involving Chinese nationals who paid up to $100,000 each to marry U.S. citizens to obtain a green card has been uncovered. Prosecutors are calling it one of the largest schemes in history! AOC and her longtime boyfriend are allegedly broken up, and her eggs are frozen. Luigi Mangione may have a plea deal coming tomorrow in his case, and Mark explains. NYC Commissioner Julie Menin is challenging claims that crime in NYC has gone down. Zohran Mamdani will be taking a vacation to upstate New York starting next week. Mark interviews economist Steve Moore. Steve breaks down the recent PPI and CPI numbers, which came in line with economists' expectations, but do all Americans feel it? The guys talk about the recent state of the economy. Taxes nowadays are the number one expense that many families are paying, topping costs for food, clothes, and more. Coal could be a huge revenue maker for the American economy. Data centers in the USA are growing, and Steve explains how this is happening. More homeless shelters are spreading throughout New York. Bob Iger and Jared Kushner's family member just teamed up and bought the Los Angeles Lakers for over a billion dollars. Did you know Howard Stern had a rule working on his show for women? Yup, he sure did, and Mark explains what it is! Bill Gates' daughter is getting in trouble for Cookie Stuffing, which is a deceptive form of affiliate marketing fraud to rig a user's browser without their knowledge or consent. Elon Musk is set to build the world's largest building in Texas. Mark interviews WOR weeknight host Jimmy Failla. The Mets are doing a dating night soon! Who will be replacing Karoline Leavitt as the Press Secretary? Jimmy thinks maybe it would be Trump, in a joking way! Jimmy updates us on his show.
White House Press Secretary Karoline Leavitt is stepping down from her role. Who will replace her? Mark can tell you! President Trump will be coming to Long Island tomorrow to tour law enforcement operations in Nassau County and is expected to cause a traffic nightmare. Iran is allegedly planning a massive attack on the USA right before the midterms, which could screw up President Trump and the Republicans' chances of winning the midterms. CBS may be leaving New York. A huge scheme involving Chinese nationals who paid up to $100,000 each to marry U.S. citizens to obtain a green card has been uncovered. Prosecutors are calling it one of the largest schemes in history! AOC and her longtime boyfriend are allegedly broken up, and her eggs are frozen. Luigi Mangione may have a plea deal coming tomorrow in his case, and Mark explains. NYC Commissioner Julie Menin is challenging claims that crime in NYC has gone down. Zohran Mamdani will be taking a vacation to upstate New York starting next week. Mark interviews economist Steve Moore. Steve breaks down the recent PPI and CPI numbers, which came in line with economists' expectations, but do all Americans feel it? The guys talk about the recent state of the economy. Taxes nowadays are the number one expense that many families are paying, topping costs for food, clothes, and more. Coal could be a huge revenue maker for the American economy. Data centers in the USA are growing, and Steve explains how this is happening. More homeless shelters are spreading throughout New York. Bob Iger and Jared Kushner's family member just teamed up and bought the Los Angeles Lakers for over a billion dollars. Did you know Howard Stern had a rule working on his show for women? Yup, he sure did, and Mark explains what it is! Bill Gates' daughter is getting in trouble for Cookie Stuffing, which is a deceptive form of affiliate marketing fraud to rig a user's browser without their knowledge or consent. Elon Musk is set to build the world's largest building in Texas. Mark interviews WOR weeknight host Jimmy Failla. The Mets are doing a dating night soon! Who will be replacing Karoline Leavitt as the Press Secretary? Jimmy thinks maybe it would be Trump, in a joking way! Jimmy updates us on his show. See omnystudio.com/listener for privacy information.
Luigi Mangione may have a plea deal coming tomorrow in his case, and Mark explains. NYC Commissioner Julie Menin is challenging claims that crime in NYC has gone down. Zohran Mamdani will be taking a vacation to upstate New York starting next week. Mark takes your calls! Mark interviews economist Steve Moore. Steve breaks down the recent PPI and CPI numbers, which came in line with economists' expectations, but do all Americans feel it? The guys talk about the recent state of the economy. Taxes nowadays are the number one expense that many families are paying, topping costs for food, clothes, and more. Coal could be a huge revenue maker for the American economy. Data centers in the USA are growing, and Steve explains how this is happening.See omnystudio.com/listener for privacy information.
Steve breaks down the recent PPI and CPI numbers, which came in line with economists' expectations, but do all Americans feel it? The guys talk about the recent state of the economy. Taxes nowadays are the number one expense that many families are paying, topping costs for food, clothes, and more. Coal could be a huge revenue maker for the American economy. Data centers in the USA are growing, and Steve explains how this is happening.See omnystudio.com/listener for privacy information.
Carl Quintanilla, Jim Cramer, and David Faber discussed this morning's PPI print, with wholesale prices coming in flat in July, below expectations. They then turned to tech, bringing in Cisco Chair & CEO Chuck Robbins to discuss the company's latest earnings; shares fell despite a beat and record revenue. Later in the hour, Cramer discussed Tapestry's rough quarter after the stock dropped double digits following the open. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Ben and Tom discuss producer prices coming in cooler than expected for a second straight month with headline PPI flat month-over-month and core PPI easing to 4.2% year-over-year, Tom's argument that interest rates remain too high given the $40 trillion national debt after the 10-year auctioned at the highest rate since 2007 and the 30-year approaching its highest since 2001, a breakdown of how portfolio management fees and retail margins are skewing the services component of inflation data, Lenovo surging 20% as AI-related revenue climbs to 35% of total revenue, and Lambda's new $926 million amortizing loan priced at 300 basis points over SOFR as an early example of asset-backed financing structures emerging to fund AI infrastructure buildouts.Join our live YouTube stream Monday through Friday at 8:30 AM EST:http://www.youtube.com/@TheMorningMarketBriefingPlease see disclosures:https://www.narwhal.com/disclosure
In this episode, Matty A. and Ryan Breedwell analyze the most significant economic events shaping the market, from the possibility of an Iran peace deal to corporate America's record-breaking S&P 500 earnings beat. They examine the persistent housing affordability crisis, exploring how 30-year mortgage rates and changing generational habits are impacting homeownership.The discussion dives deep into the latest tech and private equity movements, including Morgan Stanley's $600 price target for SpaceX and Berkshire Hathaway's massive pivot into Google and home builders. With inflation data looming and job numbers facing continuous downward revisions, this episode provides critical insights for navigating today's complex investing environment.KEY TOPICS DISCUSSEDIran conflict peace negotiations and potential stock market reactionsCPI and PPI inflation data expectations and Federal Reserve rate policiesSpaceX market valuation and Morgan Stanley's $600 bull case price targetCoreWeave earnings reports and upcoming technical resistance levelsCorporate America's unprecedented 29.2% aggregate S&P 500 earnings beatUS housing affordability crisis and increasing 30-year fixed mortgage ratesBerkshire Hathaway deploying cash into Alphabet and Taylor Morrison HomePrivate equity firms holding 33,575 unsold businesses amid high borrowing costsKEY TAKEAWAYSHistorically high S&P 500 earnings beats indicate corporate margins are much stronger than Wall Street analysts anticipated.Continuous downward revisions in the US jobs report suggest ongoing economic cooling, which may take future Federal Reserve rate hikes off the table.High interest rates remain the crucial linchpin suppressing housing supply and affordability, leaving Gen Z increasingly sidelined from the American dream.Berkshire Hathaway's recent $6.8 billion investment in a home builder signals institutional confidence in the long-term necessity of new housing construction.Massive private equity portfolios backed by private credit are facing severe liquidity challenges as borrowing costs remain elevated.CONNECT & TAKE ACTIONImagos Income Fund: Text "INCOME" or "DEALS" to 844-447-1555 to learn more about Matty A's private debt fund targeting 10% fixed returns paid out monthly.Visit skylineocresidences.com to discover luxury condo ownership at Skyline OC, Orange County's tallest residential tower. Get a free financial audit on your investment portfolio by texting X-Ray to 844-447-1555
On Wednesday, August 12, Brian Szytel reports a quiet, mixed market day as July CPI came in essentially in line with expectations, leaving stocks and bonds little changed (Dow flat, S&P up 0.25%, Nasdaq up 0.5%, 10-year unchanged). Headline CPI rose 0.1% month over month to 3.4% year over year, while core CPI rose 0.2%, with medical care, airfares, used vehicles, and shelter contributing. Fed September hike odds fell from about 50% to 42% ahead of upcoming PPI data and Jackson Hole. He notes inflation is moving in the right direction slowly, while employment signals are mixed (unemployment 4.1%, weaker JOLTS and slightly missed nonfarm gains). Addressing a question on baby boomers supporting children, he says wealth transfers are not money creation and are a “closed loop,” though lower labor force participation and skills could hurt productivity. 00:00 Market Recap 00:33 CPI Breakdown 01:43 Fed Outlook Ahead 02:30 Jobs And Softening Data 03:01 Boomer Wealth Question 04:07 Is It Inflationary 05:05 Wrap Up From Florida Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
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