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Dan Nathan and Guy Adami cover PPI, upcoming earnings, and this week's jobs report. They focus on mounting stress in the AI infrastructure and financing complex: CoreWeave's post-earnings drop, heavy customer concentration, funding challenges, and Jim Chanos' critique that its GPU-leasing model loses money and shows distress-level liquidity, alongside declines in Apollo, KKR, Blackstone, and banks. They contrast Nvidia's strong quarter and 60% growth outlook with stock stagnation, discuss Broadcom as a key AI barometer, and note ongoing software multiple and margin compression highlighted by volatile moves in Workday and Salesforce. Despite rising VIX swings, falling 10-year yields, and consumer-credit concerns signaled by AmEx, Capital One, Klarna, and Walmart trade-down commentary, the S&P remains near highs; they also discuss crude's rebound amid Middle East tensions and Bitcoin weakness pressuring MicroStrategy. After the break, Jen & Kristen join Dan and Guy live from the iConnections Global Alts conference in Miami to unpack an “AI panic” market day, why higher productivity could mean higher rates, and what private credit hiccups really signal for hedge funds and alts. They also explain how The Wall Street Skinny is turning arcane finance jargon into plain English for everyone from college students to the C‑suite, plus why there are no dumb questions when it comes to bonds, credit, and careers on Wall Street. Timecodes 0:00 - Intro 2:00 - CoreWeave & The Software Slide 17:30 - VIX, SPX & The Consumer 25:00 - Yields & Crude 28:30 - Bitcoin & Broader Market 33:20 - He Said, She Said
1945 LAJeff Bliss reports that the FBI is investigating LAUSD's failed AI contract and Superintendent Carvalho's finances, while organized crime steals copper wire and Paramount defeats Netflix for Warner Discovery. 1.Jeff Bliss reports that Governor Newsom's national book tour faces criticism for historical inconsistencies, dismissive comments toward a diverse audience in Atlanta, and unprofessional responses from his press office. 2.Richard Epstein reports that the Supreme Court's 6-3 ruling determined the president cannot unilaterally impose tariffs using emergency statutes without clear Congressional approval or an actual, profoundly disruptive emergency. 3.Richard Epstein argues that tariffs reduce national productivity and cannot replace income taxes, as modern manufacturing requires significantly fewer workers than in the 1950s era. 4.Jim McTague reports that a hotter-than-expected PPI report signals rising costs, leading "gun-shy" consumers to stretch paychecks and avoid impulse buys at supermarkets during a broad economic slowdown. 5.Lorenzo Fiori reports that Italy employs naval patrols to reduce migrant flows while debating "remigration" and promoting smaller historic towns like Arezzo to combat over-tourism in major cities. 6.Bob Zimmerman reports that Jared Isaacman restructured the Artemis program to favor private sector landers, shifting Artemis 3 to Earth-orbit testing due to the SLS rocket's slow launch cadence. 7.Bob Zimmerman reports that scientific analysis suggests the moon's ancient magnetic field was mostly weak, while new imagery reveals nitrogen seas on Pluto and "taffy terrain" formations on Mars. 8.Max Hastings reports that inexperienced British troops on Sword Beach struggled with traffic jams and the shock of combat, often halting to make tea instead of maintaining offensive momentum. 9.Max Hastings reports that conflicting orders and the absence of General Rommel paralyzed the 21st Panzer Division, delaying a decisive counterattack against Allied forces until the British armor landed. 10.Max Hastings reports that experienced desert veterans defeated a German panzer assault, but poor communications and high casualties among the infantry halted the British advance just short of Caen. 11.Max Hastings reports that historians emphasize the disorientation of landings, where survival often depended on a few heroic individuals amidst the brilliant but flawed logistics of the Allied planners. 12.Veronique de Rugy reports that Americans shoulder 90% of tariff costs, which fail to reshore production, hurt low-income families, and cannot offset interest on massive national debt. 13.Veronique de Rugy reports that the Export-Import Bank is using rare earth minerals as a pretext to expand lending authority, primarily benefiting Boeing while failing to use existing China mandates. 14.Henry Sokolski reports that the US navigates Saudi nuclear demands against Iranian restrictions, while the Pentagonpressures AI firms to allow autonomous systems for surveillance and weaponized combat operations. 15.Henry Sokolski reports that military laser tests accidentally downed a border drone, while Russia uses propaganda about NATO nuclear deployments to influence upcoming Non-Proliferation Treaty reviews at the UN. 16.
Jim McTague reports that a hotter-than-expected PPI report signals rising costs, leading "gun-shy" consumers to stretch paychecks and avoid impulse buys at supermarkets during a broad economic slowdown. 5.1912 COSL BRESKERS
Hour 3 for 2/27/26 Peter Grandich joins Drew to discuss inflation, PPI, the markets (4:15), and how to actually save for retirement (12:28). Caller: working three jobs in my mid-50s (17:04). Then, Dr. Brian Green covers AI white collar fears (30:54), why our humanity is not based on our intelligence (40:22), AI risks (41:25), if AI layoffs are politically motivated (43:22), and how the Church approaches AI (45:55). Links: PeterGrandich.com https://www.scu.edu/ethics/about-the-center/people/brian-green/
Andrew and Tom discuss Block's massive lay-off, Dell crushing earnings, and PPI coming in hotter than expected. 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
The markets are seeing red this Thursday as the "Mag 10" takes a hit. On this episode of The Option Block, Mark Longo is joined by Henry Schwartz from Cboe and Mike Tosaw from St. Charles Wealth Management to break down the carnage following NVIDIA's earnings—where even a stellar quarter wasn't enough to satisfy the bulls. The team explores unusual activity in some unexpected names, including a "blast from the past" tech giant and a newcomer in the "Robot as a Service" space. On the Docket: The Trading Block: NVIDIA's worst day in nearly a year. Henry Schwartz breaks down the VIX decomposition and S&P 500 skew, while Mike Tosaw looks at the "flight to safety" in Treasuries (TLT/IEF). The Odd Block: Why is there massive call paper in Blackberry (BB)? Plus, a look at the wild volume in Rich Tech Robotics (RRTX). Mail Block: The panel debates how to approach earnings season. Do you sell juice, buy juice, or avoid it altogether? Around the Block: What to watch for the rest of the week, from PPI data to macro geopolitical tensions in Iran.
Major US equity indices were lower for the week though breadth was positive, with the Equal weight S&P ending in the green and outperforming the official index by 90 bp. Fear surrounding AI disruption was a key overhang this week. January core PPI was hotter than expected, the highest in nearly four years on a m/m basis.
Economic data, corporate news, and geopolitics all took markets by storm on the final trading day of a volatile February. Kevin Hincks turns to PPI which showed a 0.8% increase, a number that signals an uptick but one he isn't too concerned about. Crude oil's spike shows U.S. and Iran tensions aren't coming down. On the corporate headlines, Kevin talks about OpenAI closing its latest $110 billion funding round. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
December's construction spending showed more strength, with Kevin Green making the case that it sets the foundation for more bullish traction in markets. PPI is a different story. He explains the volatility behind the inflation uptick. KG also has his eyes on the commodity space as he walks investors through the bump higher in crude oil prices. He later turns to the tech space and talks about the CapEx linchpin behind CoreWeave's earnings volatility. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
Ali Meli breaks down the January PPI report, which came in hot, and contrasts it with a cooler CPI. He believes AI CapEx may be showing up in PPI as data center buildout accelerates, noting that this area is “not that cost sensitive” and willing to spend hundreds of millions of dollars. He anticipates a margin squeeze as a lot of these companies are also losing money on their products. Ali thinks this dynamic could force the Fed's hand on rates and its balance sheet, and explains how. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
SUMMARY DEL SHOW Futuros en rojo antes del PPI de enero (+0.3% m/m esperado en headline y core); tasas ceden y el mercado sigue frágil en tech tras el post-earnings de $NVDA. $NFLX abandona la puja por $WBD tras oferta superior de $PSKY; $NFLX salta y el foco pasa a riesgo regulatorio. $META enfrenta tropiezos en su silicio interno de IA y refuerza estrategia multi-proveedor; $XYZ se dispara tras recorte masivo de empleos y enfoque “lean + IA”.
En el episodio de hoy de VG Daily, Andre Dos Santos y Juan Manuel de los Reyes cierran febrero con una señal de alerta, el dato de inflación mayorista de enero que llegó considerablemente por encima de lo esperado.En el bloque corporativo, Nvidia bajo presión a pesar de resultados récord, Block disparándose tras anunciar el recorte de casi la mitad de su plantilla, y se resumio el resto de las empresas del S&P 500.El oyente que llegue al final va a entender por qué febrero fue un mes de rotación silenciosa, qué le dice el PPI a la Fed de cara a marzo y por qué el mercado hoy premia la eficiencia y castiga la ambigüedad, sin importar si los resultados son buenos.
This week, James breaks down stock market news and events this week. Nvidia sank after strong earnings, the Dow dropped over 500 points, the S&P 500 and Nasdaq also moved lower. Inflation data (PPI and Core PPI) came in hotter than expected. One of the biggest takeaways has nothing to do with headlines. It has to do with fees. James shares that he has now seen four separate portfolios charging a 2% advisor fee this week alone, and that is before platform fees, 12b1 fees, planning fees, mutual fund fees, and transaction costs are even added in. If your money is sitting in basic ETFs or mutual funds, you need to know exactly what you are paying and whether your advisor is truly earning it.He also covers Nvidia's post-earnings drop, why earnings and short-term share price do not always move together, the 10-year Treasury yield falling to 3.97%, OpenAI's massive new valuation, Netflix moving higher, CoreWeave's sharp decline, and the broader fear hanging over markets from inflation, geopolitics, and uncertainty.The bigger message is this: fear is always present. Inflation, rumors of war, political uncertainty, and market volatility will never fully go away. But history shows that downturns do not last forever, and disciplined investors who stay focused tend to be rewarded over time.In this video:• Why 2% advisor fees can quietly destroy long-term returns• The real all-in cost investors need to ask about• Why Nvidia falling after great earnings is not unusual• Key market moves from this past week• Why fear keeps many people from building wealth• Why long-term market history still mattersAll Information is educational in its intent and distribution! Please do not consider this personal financial advice. We believe all clients have unique situations and thus require unique advice.
Nvidia's results, and to a lesser extent earnings from Salesforce, are the main focus this morning after a tech-led rally to two-week highs yesterday. PPI looms early Friday. Important Disclosures This material is intended for general informational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions. The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc. All names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security. Supporting documentation for any claims or statistical information is available upon request. Past performance is no guarantee of future results. Diversification and rebalancing strategies do not ensure a profit and do not protect against losses in declining markets. Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly. For more information on indexes, please see schwab.com/indexdefinitions. The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party. Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors. All expressions of opinion are subject to change without notice in reaction to shifting market, economic or political conditions. Data contained herein from third party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed. Investing involves risk, including loss of principal, and for some products and strategies, loss of more than your initial investment. Digital currencies [such as bitcoin] are highly volatile and not backed by any central bank or government. Digital currencies lack many of the regulations and consumer protections that legal-tender currencies and regulated securities have. Due to the high level of risk, investors should view digital currencies as a purely speculative instrument. Cryptocurrency-related products carry a substantial level of risk and are not suitable for all investors. Investments in cryptocurrencies are relatively new, highly speculative, and may be subject to extreme price volatility, illiquidity, and increased risk of loss, including your entire investment in the fund. Spot markets on which cryptocurrencies trade are relatively new and largely unregulated, and therefore, may be more exposed to fraud and security breaches than established, regulated exchanges for other financial assets or instruments. Some cryptocurrency-related products use futures contracts to attempt to duplicate the performance of an investment in cryptocurrency, which may result in unpredictable pricing, higher transaction costs, and performance that fails to track the price of the reference cryptocurrency as intended. Please read more about risks of trading cryptocurrency futures here. The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc. Apple Podcasts and the Apple logo are trademarks of Apple Inc., registered in the U.S. and other countries. Google Podcasts and the Google Podcasts logo are trademarks of Google LLC. Spotify and the Spotify logo are registered trademarks of Spotify AB. (0128-0226) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Markets were mixed Thursday, with large caps pressured by weakness in mega-cap tech and semis even as small caps and equal-weight performance held up better on a rotation toward software and select cyclicals. Cross-asset moves were modest overall, with slightly lower Treasury yields after a solid 7-year auction and oil fading from earlier strength on headlines around U.S.–Iran talks. The day's focus stayed on earnings and the near-term macro calendar, with attention turning to Friday's PPI and next week's ISM data.
Send Zorba a message!Dr. Zorba explains the importance of calcium scores to a caller, and how it relates to cholesterol. He reviews new research that shows PPIs (stomach acid-reducing drugs) may not increase stomach cancer risk. Zorba also discusses GLP-1 drugs vs. natural methods for losing weight, and shares his recipe for sinus rinse. The Grammar Cops chime in, and we hear a Mom Joke from one of our listeners.Support the showProduction, edit, and music by Karl Christenson Send your question to Dr. Zorba (he loves to help!): Phone: 608-492-9292 (call anytime) Email: askdoctorzorba@gmail.com Web: www.doctorzorba.org Stay well!
Today we had the very exciting and interesting opportunity to visit with Dr. Fiona Murray, Professor of Entrepreneurship and Co-Director of the Innovation Initiative at the Massachusetts Institute of Technology. Fiona is an internationally recognized policy expert on innovation ecosystems and the transformation of investments in science and technology into deep-tech startup ventures that address global challenges. In addition to her roles at MIT, where she previously served as an Associate Dean for Innovation, she is Chair of the NATO Innovation Fund and an Associate of the National Bureau of Economic Research. She was awarded a Commander of the Order of the British Empire for her services to innovation and entrepreneurship in the United Kingdom. Fiona also serves on the UK Ministry of Defence Innovation Advisory Panel and the European Innovation Council Joint Expert Group and sits on a number of boards. We were thrilled to host Fiona to explore global markets, innovation ecosystems, and the shifting geopolitical landscape shaping technology and capital flows. In our conversation, Fiona shares her perspective on the intersection of geopolitics and innovation and how geopolitical shocks increasingly shape technology development and commercialization. She outlines the post-2016 shift toward framing priority technologies through the lens of national and economic security, and the growing geopolitical constraints facing entrepreneurs. Drawing on discussions at the Munich Security Conference, Fiona highlights Europe's strong talent base alongside structural constraints, including smaller venture capital pools, fragmented markets, pension fund limitations, and bureaucratic procurement processes. We explore how defense and security startups think about U.S. versus European capital and transatlantic expansion, the growing importance of dual-use investment, and resilience as a business case. Fiona explains NATO's two-pronged innovation strategy and emphasizes the need for a “resilience premium” to support domestic and allied production. We discuss China's competitive innovation model, industrial policy lessons for the West, and the need to scale critical technologies to reduce supply chain dependence and rebuild manufacturing capacity across allied markets. Fiona also shares her perspective at MIT, where students are increasingly prioritizing defense, security, and resilience, alongside energy and climate reframed through critical minerals and system resilience, with AI integration across disciplines. We cover AI's role in lowering experimentation costs through simulation, large-company AI execution pitfalls, drone and autonomy lessons from Ukraine, and how to avoid overspending on AI. We close by asking where she sees innovation over the next decade, which she describes as “innovation at the extremes,” including fusion energy, Arctic navigation and mining, space commercialization, and other frontier environments. It was a fascinating discussion and we greatly appreciate Fiona for sharing her valuable time and insights. To start the show, Mike Bradley noted that this week is centered on Tuesday's State of the Union address and the policy implications that follow. On the bond market front, the 10-year remains steady, with traders' attention turning to Friday's PPI report. On the crude oil market front, WTI is trading at ~$66/bbl as markets weigh the potential for a U.S.-Iran nuclear deal versus whether the U.S. follows through on its threat of limited military strikes. WTI price could fall to low-$60/bbl if a nuclear deal is reached or rise to $70/bbl on escalation. The DJIA and S&P 500 are both up marginally since the Supreme Court struck down President Trump's global tariffs last Friday. Technology stocks have staged a modest rebound after several weeks of underperformance. Energy has outperformed over the past week but has underperformed since last Friday's tariff announcement. E&Ps will dominate
Send Zorba a message!Dr. Zorba explains the importance of calcium scores to a caller, and how it relates to cholesterol. He reviews new research that shows PPIs (stomach acid-reducing drugs) may not increase stomach cancer risk. Zorba also discusses GLP-1 drugs vs. natural methods for losing weight, and shares his recipe for sinus rinse. The Grammar Cops chime in, and we hear a Mom Joke from one of our listeners.Support the showProduction, edit, and music by Karl Christenson Send your question to Dr. Zorba (he loves to help!): Phone: 608-492-9292 (call anytime) Email: askdoctorzorba@gmail.com Web: www.doctorzorba.org Stay well!
En el episodio hoy de VG Daily, Andre Dos Santos y Juan Manuel de los Reyes revisan un lunes clave para los mercados con un crecimiento de EE. UU. que se enfría y una inflación que vuelve a presionar, configurando un escenario de “stagflation lite” que complica las decisiones de la Fed.También se comenta el fallo histórico de la Corte Suprema que limita el uso de poderes de emergencia para imponer aranceles y obliga a la administración a rediseñar su estrategia comercial, así como el calendario de datos de la semana (confianza del consumidor, mercado laboral y PPI) que ayudará a definir el ánimo de los inversionistas.
Chicago Fed President Austan Goolsbee signaled that more rate cuts could be possible if inflation keeps cooling — but here's the crucial point:
In dieser Episode tauchen wir tief in das Thema CO₂-Zertifikate ein, das in der Versicherungs- und Finanzwelt zuletzt für Aufsehen gesorgt hat. Gemeinsam mit unserem Gast Adrian Wons, Gründer von Senken, und Simon Moser an der Seite von Host Sebastian Langrehr gehen wir spannenden Fragen nach: Wie investiert man effektiv in den Klimaschutz? Was macht eigentlich ein gutes CO₂-Zertifikat aus – und wie kann die Branche Greenwashing vermeiden?Wir beleuchten die Herausforderungen, vor denen selbst Großunternehmen wie Volkswagen oder Lufthansa standen, als Millionen in letztlich wertlose Zertifikate investiert wurden. Adrian Wons erklärt, warum Transparenz, Daten und Verantwortung beim Klimaschutz unerlässlich sind und wie Senken Unternehmen hilft, wirklich wirkungsvolle, regulatorisch abgesicherte und hochwertige Projekte zu identifizieren.Ihr erfahrt außerdem, warum es selbst für Versicherer mit großen Rechtsabteilungen keine Garantie auf „sichere“ Zertifikate gibt, welche Rolle neue Richtlinien wie die CSRD spielen und wie sich Versicherer gegen faule Portfolio-Eier schützen können. Und natürlich bleibt es auch unterhaltsam: Mit persönlichen Einblicken, schnellen Fragen und einem ehrlichen Blick hinter die Kulissen der Nachhaltigkeitsstrategien in der Branche.Freut euch auf spannende Insights, konkrete Tipps für Versicherer und eine inspirierende Diskussion rund um das Thema „CO₂-Zertifikate und Klimaschutz – was die Branche jetzt tun muss“. Viel Spaß beim Hören!Schreibt uns gerne eine Nachricht!PPI – Inspired by Simplicity. PPI verbindet Fach- und Technologie-Know-how, um komplexe Finanzprojekte in der Versicherungs- und Bankenwelt unkompliziert umzusetzen. Mit über 800 Expert:innen, europaweit führenden Lösungen im Zahlungsverkehr und der Vision „From Paper to Pixels“ begleitet PPI ihre Kunden erfolgreich in die digitale Zukunft.
#查爾斯 #美眾議院 #醜聞 #英國首相 #國際 #政治 #法律#定位器 #追蹤 #日本 #孕婦 #情殺 #前男友 #恐怖情人 #AirTag #刑事 #安全#以色列 #西岸 #屯墾區 #猶太人 #巴勒斯坦 #土地 #衝突 #國際譴責 #中東 #人權#馬年#大陸#CPI#PPI#德州#僧侶#美國#數位圍牆#俄國#Telegram#首爾#擴招#醫學生 -- Hosting provided by SoundOn
Send Zorba a message!Dr. Zorba discusses how artificial intelligence has impacted medicine, and how soon we may see AI doctors. Karl shares some boat names. Zorba helps listeners with GERD issues, and iron supplements. The Grammar Cops chime in, and we hear a Mom Joke that will leave listeners stunned.Just Coffee Co-opUse Promo Code ZORBA10 for 10% off your orderDisclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.Support the showProduction, edit, and music by Karl Christenson Send your question to Dr. Zorba (he loves to help!): Phone: 608-492-9292 (call anytime) Email: askdoctorzorba@gmail.com Web: www.doctorzorba.org Stay well!
Send Zorba a message!Dr. Zorba discusses how artificial intelligence has impacted medicine, and how soon we may see AI doctors. Karl shares some boat names. Zorba helps listeners with GERD issues, and iron supplements. The Grammar Cops chime in, and we hear a Mom Joke that will leave listeners stunned.Just Coffee Co-opUse Promo Code ZORBA10 for 10% off your orderDisclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.Support the showProduction, edit, and music by Karl Christenson Send your question to Dr. Zorba (he loves to help!): Phone: 608-492-9292 (call anytime) Email: askdoctorzorba@gmail.com Web: www.doctorzorba.org Stay well!
In this episode of Lead-Lag Live, I sit down with Ted Oakley, Founder of Oxbow Advisors, to break down why inflation remains sticky, why investors should be skeptical of Federal Reserve guidance, and where real value may be emerging beneath the surface of today's market.With more than four decades of experience advising high-net-worth investors, Ted explains why mega-cap stocks now represent concentration risk, why energy is one of the cheapest areas in the market, and how separating base capital from investment capital helps investors survive volatile cycles.In this episode:– Why Ted says the Fed is consistently late and unreliable– What the latest CPI and PPI data reveal about persistent inflation– Why mega-cap stocks may carry more risk than reward– How energy offers income and value in an uncertain macro backdrop– Why separating base capital from risk capital matters in downturnsLead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise.#Inflation #FederalReserve #EnergyStocks #MarketRisk #IncomeInvesting #StockMarket #Macro #PortfolioStrategy #InvestingStart your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEsSpotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V Support the show
Broadcast from KSQD, Santa Cruz on 3-05-2026: >ul> Dr. Dawn presents a whimsical "theme park tour" of the upper gastrointestinal tract, from saliva production triggered by sight and smell of food, through the esophageal sphincter's iris-like opening, into the stomach's pH-1 acid bath where parietal cells produce 3,000 mg of hydrochloric acid per meal. She explains protective mechanisms including the bicarbonate layer beneath stomach mucus, H. pylori's role in ulcers, and how H2 blockers and proton pump inhibitors work—cautioning about long-term PPI effects on B12 and calcium absorption. The tour continues through the pylorus into the duodenum where pancreatic enzymes and bile converge, then along the 23-foot small intestine with its tennis-court surface area of villi absorbing nutrients, iron in the duodenum, most nutrients in the jejunum, and B12 requiring intrinsic factor in the ileum. Dr. Dawn explains why pancreatic cancer—projected to become the second leading cause of cancer death by 2030—is so deadly, using a medieval castle metaphor. The tumor microenvironment acts as an impenetrable moat of desmoplastic stroma made of fibroblasts, collagen, and hyaluronic acid that blocks drugs and immune cells. Over 90% of cases have K-RAS mutations acting as growth accelerators that also thicken this protective barrier and increase CD47 "don't eat me" signals. She discusses emerging treatments including K-RAS inhibitors, PARP inhibitors for BRCA mutations, and combination immunotherapies showing 67% response rates, while noting that CAR T-cell therapy and checkpoint inhibitors alone fail because they cannot penetrate the stroma. Dr. Dawn summarizes Duke researcher Herman Ponzer's work using doubly-labeled water to measure total energy expenditure, revealing that humans burn 20-60% more calories than other great apes when adjusted for body mass. His surprising finding: Hadza hunter-gatherers walking 8-14 kilometers daily burn the same calories as sedentary Americans—the body compensates by reducing energy spent on inflammation and stress responses. This "constrained energy expenditure" model explains why exercise alone doesn't cause weight loss, though it remains crucial for preventing weight gain, reducing disease risk, and potentially tamping down harmful stress responses.
Send Zorba a message!Dr. Zorba looks at a new Pew Research study that shows 1 in 5 U.S. teens are on social media "almost constantly." He helps a caller with what to do when their doctor is not nice or helpful. Zorba deciphers a viral video going around about "parasite mania" in our kids, he tackles PPI use for GERD, and fields a dental question. The Grammar Cops chime in, and we hear a Mom Joke that mall rats might enjoy.Just Coffee Co-opUse Promo Code ZORBA10 for 10% off your orderDisclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.Support the showProduction, edit, and music by Karl Christenson Send your question to Dr. Zorba (he loves to help!): Phone: 608-492-9292 (call anytime) Email: askdoctorzorba@gmail.com Web: www.doctorzorba.org Stay well!
Send Zorba a message!Dr. Zorba looks at a new Pew Research study that shows 1 in 5 U.S. teens are on social media "almost constantly." He helps a caller with what to do when their doctor is not nice or helpful. Zorba deciphers a viral video going around about "parasite mania" in our kids, he tackles PPI use for GERD, and fields a dental question. The Grammar Cops chime in, and we hear a Mom Joke that mall rats might enjoy.Just Coffee Co-opUse Promo Code ZORBA10 for 10% off your orderDisclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.Support the showProduction, edit, and music by Karl Christenson Send your question to Dr. Zorba (he loves to help!): Phone: 608-492-9292 (call anytime) Email: askdoctorzorba@gmail.com Web: www.doctorzorba.org Stay well!
A former competitive athlete came to me barely able to function. He had severe nausea, almost constant stomach pain, a known ulcer, crushing anxiety, and unrelenting fatigue. After looking at his intake forms, it seemed obvious that his digestive system was screaming for help so I did what any practitioner would do - I started by supporting optimal upper digestion. And everything made him worse. Bitters? Made him worse. Gallbladder support? Worse. Aloe? Also worse. The PPI worked, then didn't. The DGL helped a little, then stopped. I kept adjusting the protocol, thinking I just needed the right combination. But every change triggered more panic. Every new supplement amplified his symptoms. Then I had a huge realization: his digestive system t wasn't the problem. It was just the microphone, amplifying the symptoms. His nervous system was so completely dysregulated that it couldn't regulate around anything - not food, not supplements, not even safety. And I didn't see it until he was gone. This is the hardest case I've shared in this series - not because the symptoms were complex, but because I had tunnel vision. I was so focused on fixing his upper digestion and gut that I missed the real driver: a nervous system that had completely gone off the rails and could no longer regulate. What You'll Learn: The signs of complete nervous system dysregulation (and why they can be hard to spot) Why the loudest symptom isn't always what needs addressing first How asking patients to track symptoms can backfire badly The difference between stabilizing a patient and trying to fix them (spoiler: some people need 'boring' before they need a protocol) Why post-viral neuroimmune injury is a whole different beast What "creating safety" actually means clinically - and why it's medicine Resources Mentioned: Free download: 6 Principles of Clinical Thinking Learn the "how" of functional medicine inside Clinical Academy Connect with Ronda: Clinical Academy: rondanelson.com/clinicalacademy Free Resource: rondanelson.com/6principles
Derek Moore is joined by Shane Skinner this week to discuss the parabolic moves in silver and gold including the record amount of trading. Plus, was PPI a big deal or no problem? Later, looking at the forward valuations of Walmart vs Nvidia in a hypothetical game of which one would you rather hold? You could also flip a coin which would be as good as any analysis. Meanwhile, earnings estimates have ticked higher while the S&P 500 Index moved lower, illustrating a multiple contraction in the forward PE ratio. Silver and Gold go parabolic Record trading volumes in silver and gold Forward EPS estimates tick higher in the S&P 500 Index PPI Producer Price Index was lower in 2025 than 2024 so why the angst? Walmart vs Nvidia forward PE ratios Why is Walmart trading at a higher valuation than Nvidia? Is AI the reason Walmart is bid up on a valuation measure? Mentioned in this Episode Derek Moore's book Broken Pie Chart https://amzn.to/3S8ADNT Jay Pestrichelli's book Buy and Hedge https://amzn.to/3jQYgMt Derek's book on public speaking Effortless Public Speaking https://amzn.to/3hL1Mag Contact Derek derek.moore@zegainvestments.com
In dieser Episode begrüßen Julius Kretz und Simon Moser zwei ausgewiesene Experten aus der Versicherungs- und Datenwelt: Achim Schuch von der DIALOG und Ralf Krämer von Precisely. Gemeinsam nehmen sie das Thema Daten als Grundlage für zentrale Herausforderungen und Innovationen in der Versicherungsbranche unter die Lupe.Freut euch auf spannende Einblicke, wie Klimawandel, Kundenerwartungen und digitale Transformation die Rolle von Daten und deren Qualität verändern. Unsere Gäste erklären, warum Data Integrity und der sogenannte Golden Record für Versicherer unverzichtbar sind, welche Auswirkungen schlechte Daten auf den Kundenservice und die Kommunikation haben – und warum die Kundenzentrierung in puncto Personalisierung heute wichtiger denn je ist. Natürlich kommt auch das Thema Künstliche Intelligenz und ihre Abhängigkeit von hochwertigen Daten nicht zu kurz.Ob ihr tief im Versicherungs- oder IT-Bereich steckt oder einfach lernen wollt, wie Daten ganz konkret zum Wettbewerbsvorteil werden können – diese Folge liefert praxisnahe Tipps, pointierte Analysen und eine ordentliche Portion Infotainment. Schreibt uns gerne eine Nachricht!PPI – Inspired by Simplicity. PPI verbindet Fach- und Technologie-Know-how, um komplexe Finanzprojekte in der Versicherungs- und Bankenwelt unkompliziert umzusetzen. Mit über 800 Expert:innen, europaweit führenden Lösungen im Zahlungsverkehr und der Vision „From Paper to Pixels“ begleitet PPI ihre Kunden erfolgreich in die digitale Zukunft.
Ben and Carlos talk briefly about the demographics and depth of the 2026 draft class, before getting into a conversation about high school recruiting and the power dynamics and changes in the space over the last few years. After that they break down some of the top PPI eligible prospects and discuss which players might be best-positioned to help their clubs add extra picks with strong 2026 performances. —Time Stamps(0:00) Intro(3:00) The depth of the 2026 draft class(6:00) Strength of the Southeast(10:00) West coast colleges losing players(17:00) Power conference recruiting factors(21:00) The importance of high school recruiting(23:00) The number of high school players signing(31:00) PPI eligible player conversationDo you have feedback for the show or want to ask us a question? Email us: futureprojection@baseballamerica.com.Future Projection Twitter: @FutureProPodBen's Twitter: @BenBadlerCarlos's Newsletter: Fringe AverageBaseball America WebsiteSupport this podcast at — https://redcircle.com/future-projection-a-baseball-america-podcast/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
Andrew and Ben discuss Trump nominating Kevin Warsh as Fed chair, PPI data, and Xi dismissing his top leaders. 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
Markets ticked lower on headlines that Kevin Warsh has President Trump's eye for Fed Chair. Kevin Green explains what the nomination means for the FOMC's outlook as PPI comes in hotter-than-expected. After markets digested the first four of Mag 7 earnings, KG points out OpenAI is now taking up headlines as Amazon (AMZN) is in talks to become a major investor. He later turns to silver and gold's stunning sell-off after massive runs higher. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
This week on The Accunet Mortgage and Realty Show, David Wickert and Tim Holdmann cut through the noise of mortgage rate marketing to reveal what really matters when financing your home.The hosts explore why homeowners with sub-3% rates are moving anyway—spoiler: real life overrides the spreadsheets. Through client stories, they demonstrate how family needs, space requirements, and happiness consistently outweigh rate considerations for successful homebuyers.The episode's standout moment comes when David deconstructs a competitor's “attractive” 5.49% rate offer that concealed $19,000 in closing costs. Using the gap between interest rate and APR, he shows listeners how to spot expensive loan structures disguised as deals. The key insight? Your Fourth of July family gathering will buzz about your rate, but nobody asks about closing costs—which is exactly what predatory lenders count on.Tim and David also cover the week's Federal Reserve developments, including President Trump's nomination of Kevin Warsh as the next Fed Chair and why the latest PPI inflation report surprisingly didn't spook markets.Essential listening for anyone navigating today's mortgage landscape who wants honest analysis over sales tactics.
LISTEN and SUBSCRIBE on:Apple Podcasts: https://podcasts.apple.com/us/podcast/watchdog-on-wall-street-with-chris-markowski/id570687608 Spotify: https://open.spotify.com/show/2PtgPvJvqc2gkpGIkNMR5i WATCH and SUBSCRIBE on:https://www.youtube.com/@WatchdogOnWallstreet/featured Producer prices came in hotter than expected—PPI up 0.5% month over month and 3% year over year, driven by rising service costs. Inflation has cooled, but it's far from beaten, despite the political spin.With the Fed holding rates, Jay Powell nearing the exit, and Kevin Warsh waiting in the wings, the next moves on inflation and monetary policy matter more than ever. Tariffs, shortages, and inflation aren't the same thing—and only one is truly in the Fed's control.
In this episode, we sit down with Larry Day, Cardinals Farm Director, to go behind the scenes of player development in St. Louis. Larry breaks down what a Farm Director actually does day-to-day, how the organization has reshaped its player development approach over the past year, and why communication and alignment matter just as much as tech and data.We dive into talent acquisition philosophy, organizational change, and real-world examples like Joshua Baez's breakout and what makes JJ Wetherholt such a special prospect. Plus, we explore how front offices make tough decisions on Opening Day rosters, service time, PPI, and long-term value—along with how teams plan for uncertainty like potential work stoppages.Join this channel to get access to perks:https://www.youtube.com/channel/UC2j_m928DkTZsnj0nR_bERQ/joinUse our Lids affiliate link here: https://lids.7q8j.net/QyG60oBuy our merch here: https://dealin-the-cards.creator-spring.com/Follow us on Instagram, Twitter, and TikTok @DealinTheCards
Join Peter Tuchman, the 'Einstein of Wall Street,' in this insightful episode filmed on the balcony of the New York Stock Exchange. With 137 years of combined market experience, Tuckman navigates the complexities of Fed Day—a day that turned out to be less eventful than anticipated. He discusses key indicators like CPI and PPI, and dives into insights from Federal Reserve Chair Jerome Powell's latest announcements on inflation and job creation. The episode also highlights significant earnings reports from major companies like Microsoft, Meta, and Tesla, offering a glimpse into the close of 2025. Additionally, Tuckman teases an emotional interview with 97-year-old Holocaust survivor Nate Leipziger. Tune into Money News Network for daily, weekly, and monthly market breakdowns. 00:00 Welcome to Trade Like Einstein 00:37 Fed Day Insights 01:26 Earnings Reports and Market Outlook 01:47 Special Interview Highlight 02:06 Closing Remarks and Future Plans All investing involves the risk of loss, including loss of principal. This podcast is for informational purposes only and does not constitute financial, investment, or legal advice. Always do your own research and consult a licensed financial advisor before making any financial decisions or investments.
Hablamos de la propuesta de BME para crear Planes Personales de Inversión (PPI) en España, inspirados en el modelo fiscal sueco. Con Mariana Longobardo, directora del Servicio de Estudios de BME, y César García Novoa, catedrático de Derecho Financiero.
Heute sprechen wir über ein Thema, das für die Zukunft des Versicherungsvertriebs entscheidend ist: Sollten Vermittler klassisch ganzheitlich beraten, oder ist eine klare Spezialisierung der Weg zum Erfolg? Und wie sinnvoll sind Vergleichsportale im Firmenversicherungsgeschäft?Dazu begrüßt Host Simon Moser die Vater-Sohn-Gründercombo von „Deine Firmenversicherung“: Frank Bergemann und Christoph Bergemann. Gemeinsam teilen sie ihre Erfahrungen aus der Versicherungsbranche, erzählen von der Gründung ihrer Expertenplattform für Firmenversicherungen und diskutieren, wie sich der Vertrieb im Gewerbesegment entwickelt. Freut euch auf spannende Insights, praxisnahe Beispiele aus dem Agentur- und Maklergeschäft und klare Meinungen dazu, wie Spezialisierung und echte Beratung den Versicherungsvertrieb zukunftssicher machen können.Viel Spaß bei einer Folge voller inspirierender Geschichten, handfester Tipps und einem Blick darauf, wie Digitalisierung und persönliche Expertise im Firmenkundengeschäft zusammenspielen!Schreibt uns gerne eine Nachricht!PPI – Inspired by Simplicity. PPI verbindet Fach- und Technologie-Know-how, um komplexe Finanzprojekte in der Versicherungs- und Bankenwelt unkompliziert umzusetzen. Mit über 800 Expert:innen, europaweit führenden Lösungen im Zahlungsverkehr und der Vision „From Paper to Pixels“ begleitet PPI ihre Kunden erfolgreich in die digitale Zukunft.
Willkommen zu einer besonderen Ausgabe – aufgezeichnet live von der Mainstage der Digifin! Dieses Mal wird's kontrovers: Simon Moser entlockt Philip Nag, dem Geschäftsführer von Inca, die Geheimnisse dahinter, wie Agentic AI nicht nur die klassische Schadenabwicklung auf den Kopf stellt, sondern auch die Versicherer zwingt, sich neu zu erfinden.Ist künstliche Intelligenz wirklich der Heilsbringer – oder überschätzen wir ihre Fähigkeiten gewaltig? Wie sieht die perfekte Symbiose zwischen Mensch und Maschine aus, und wer gewinnt am Ende das Rennen um Deutschlands Innovationsführerschaft? Philip Nag spricht offen über Chancen, Risiken und Missverständnisse rund um KI in der Finanz- und Versicherungswelt, teilt konkrete Erfolgsbeispiele aus der Praxis und verrät, warum der Standort Deutschland dringend Neues wagen muss.Diese Episode liefert Inspiration für alle, die den Status Quo in Frage stellen, frische Denkansätze suchen und echten Business Impact spüren wollen. Wenn ihr wissen wollt, wie Versicherungen mit KI nicht nur effizienter, sondern auch klüger werden – das ist eure Folge. Einschalten, mitdiskutieren, weiterdenken!Schreibt uns gerne eine Nachricht!PPI – Inspired by Simplicity. PPI verbindet Fach- und Technologie-Know-how, um komplexe Finanzprojekte in der Versicherungs- und Bankenwelt unkompliziert umzusetzen. Mit über 800 Expert:innen, europaweit führenden Lösungen im Zahlungsverkehr und der Vision „From Paper to Pixels“ begleitet PPI ihre Kunden erfolgreich in die digitale Zukunft.
This week's market update dives into several key economic signals, including the latest readings on inflation through CPI, PPI, along with the kickoff of fourth-quarter earnings season. Major banks are among the first to report, offering early insight into both the health of the economy and the broader market backdrop.A timely listener question also sparked a deeper discussion about how we evaluate market-moving headlines—and why news alone doesn't automatically trigger changes to a well-constructed portfolio. Using recent developments involving Venezuela as an example, we walk through the critical distinction between short-term trading and long-term investing. While geopolitical events can drive near-term volatility, our investment decisions are grounded in a disciplined, research-driven process. We explain how Henssler evaluates stocks using multi-point criteria and in-depth fundamental analysis, and why that approach aligns with our long-term financial planning philosophy, the Henssler Ten Year Rule.We're also unpacking a developing story that's drawing attention on Wall Street and in Washington. Reports indicate the U.S. attorney's office is reviewing testimony from Fed Chair Jerome Powell, a move that's quickly become part of a broader effort by the Trump administration to pressure the Federal Reserve to cut interest rates. We'll discuss what this could mean for the Fed's independence, why markets are paying close attention, and why—despite the headlines—monetary policy is intended to be guided by data, not politics.Finally, we take a closer look at today's auto market, where new car prices have jumped more than 30% since 2020, pushing average sticker prices past $50,000. We break down what's driving record-high monthly payments now averaging well over $750, the growing use of eight-, nine-, and even 10-year loan terms, and why these trends matter well beyond the dealership.Join hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, and Kelly-Lynne Scalice, a seasoned communicator and host, on Henssler Money Talks as they explore key financial strategies to help investors navigate market uncertainty. Henssler Money Talks — January 17, 2026 | Season 40, Episode 3Timestamps and Chapters9:43: Markets, Inflation, and the Earnings Pulse16:12: Investing vs. Trading: Why Headlines Don't Drive Our Portfolios36:46: The Fed Under Fire45:23: The Real Cost of Driving NewFollow Henssler: Facebook: https://www.facebook.com/HensslerFinancial/ YouTube: https://www.youtube.com/c/HensslerFinancial LinkedIn: https://www.linkedin.com/company/henssler-financial/ Instagram: https://www.instagram.com/hensslerfinancial/ TikTok: https://www.tiktok.com/@hensslerfinancial?lang=en X: https://www.x.com/hensslergroup “Henssler Money Talks” is brought to you by Henssler Financial. Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/
Today we were thrilled to welcome Governor Kevin Stitt of Oklahoma. Governor Stitt was first elected in 2018 and re-elected in 2022. Before entering politics, he was a successful entrepreneur. His company, Gateway, grew into a nationwide mortgage company and, through a merger, became Gateway First Bank, now one of Oklahoma's ten largest banks. In 2018, he received more votes than any gubernatorial candidate in Oklahoma history in his first bid for elected office. As Governor, he has prioritized delivering more value for taxpayers, and his fiscally conservative approach has helped Oklahoma build its largest savings balance in state history. Governor Stitt also serves as Chair of the National Governors Association, which was founded in 1908 to advance bipartisan dialogue, policy innovation, and information-sharing among the nation's governors. It was an honor to host the Governor for an insightful conversation on permitting reform, power affordability, and the policy bottlenecks shaping the U.S. energy and infrastructure buildout. In our conversation, we explore why states, through the bipartisan work of the National Governors Association, are central to unlocking U.S. competitiveness and fixing bottlenecks that Washington has struggled to address. Governor Stitt lays out a practical, pro-business, free-market philosophy to build more of everything, remove obstacles, and let innovation and capital do the work, shaped by his background as a business leader turned governor. We discuss Oklahoma's behind-the-meter power policy that allows large users to self-supply, the broader affordability and power price debate, and the need to better educate the public on where electricity comes from. We dig into what's broken in today's policy framework, including the lack of a single accountable federal regulator, and how short-term politics and pendulum swings can stall long-term, common-sense reforms. We also touch on the added complexity of tribal sovereignty and federal involvement in energy infrastructure development. As mentioned, the National Governors Association's permitting proposal, “NGA Letter on Energy Permitting Priorities” (published in October 2025) is linked here. We greatly enjoyed the discussion and appreciate Governor Stitt for his time. Mike Bradley noted the 10-year bond yield (~4.18%) has traded sideways to start the year. December CPI printed in line with expectations, with PPI due tomorrow. If economic reports continue to print in line, bond yields will likely remain rangebound until the January 28 FOMC meeting. On the oil market front, WTI is up ~$3.50/bbl (~$61/bbl) this year despite 2026 surplus concerns. Oil markets have quickly shifted from 1H26 oversupply and Venezuelan oil production increases to rising Iran-related risk, with the potential for a sharper spike if tensions escalate, especially given that institutional investors are currently bearish (Goldman Sachs Oil Sentiment survey) and very short oil contract “financial” length. In equities, the S&P 500 is up ~2% YTD with the biggest sector winners being cyclicals (Energy, Industrials, and Materials). Materials is the best performing S&P sector this year (up ~7%) due to growing optimism that global GDP growth will be headed higher in 2026. The Russell 2000 is up ~6%, which is far outpacing the S&P 500 & Big AI/Tech stocks, and could be an early sign that market breadth is widening. Energy is up ~5% this year with Oil Services up ~12%, Refiners up ~8% and U.S. Oil Majors up ~6% on hopes that they'll all be beneficiaries of future Venezuelan infrastructure investment and a quick redirection of heavy oil barrels to Gulf Coast refiners. He closed with takeaways from the Goldman Sachs Energy, Clean Tech & Utilities Conference last week including a real sense of optimism despite investors still being most
Know Your Risk Radio with Zach Abraham, Chief Investment Officer, Bulwark Capital Management
January 14, 2026 - Zach and Chase discuss a variety of topics ranging from the cultural impact of Madea films to in-depth analysis of the chemical market and its cyclical nature. They explore the influence of China's manufacturing policies on global chemical production, the current state of market indices, and the implications of economic indicators like PPI and CPI. The conversation also touches on the dynamics of the tech market, particularly the challenges faced by major tech companies, and concludes with a focus on investment strategies in the context of global economic growth.
En el episodio de hoy de VG Daily, Andre Dos Santos y Eugenio Garibay analizan cómo arrancó la temporada de resultados con los grandes bancos, comparando el tono de los reportes y lo que sugieren sobre la salud del consumidor y el pulso del crédito en Estados Unidos. A partir de ahí, conectan esa lectura micro con el mensaje del día en macro, un PPI y unas ventas minoristas que salieron por encima de lo esperado y reavivan el debate sobre el ritmo de desinflación y el camino de las tasas.En la segunda parte, desmenuzan por qué un dato más fuerte de actividad y precios puede mover el equilibrio entre crecimiento y política monetaria, y qué implica para renta variable, crédito y sensibilidad a tasas en 2026. Cierran con la bancarrota de Saks Global tras la compra de Neiman Marcus, usando el caso como ejemplo de cómo el costo financiero y el apalancamiento pueden pesar incluso cuando el consumo agregado no luce frágil, y aterrizan su opinión sobre el sentimiento de mercado y los riesgos a vigilar.
Our U.S. Thematic Strategist Michelle Weaver and U.S. Multi-Industry Analyst Chris Snyder discuss a North America Big Debate for 2026: Whether investments in efficiency and productivity will spark a transformation of U.S. manufacturing. Read more insights from Morgan Stanley.----- Transcript -----Michelle Weaver: Welcome to Thoughts on the Market. I'm Michelle Weaver, Morgan Stanley's U.S. Thematic and Equity Strategist. Chris Snyder: I'm Chris Snyder, U.S. Multi-Industry Analyst. Michelle Weaver: Today: Will 2026 be the year of U.S. Manufacturing's transformation? It's Tuesday, January 13th at 10am in New York. U.S. reshoring has been an important component of our multipolar world theme, and manufacturing is one of those topics we have always had our eyes on. We've been making some big predictions about a transformation in this sector, so it makes sense that it features prominently in the big debates we've identified for North America in 2026. In the last few years, there's been a steady stream of investments in automation controls and upgrades across U.S. manufacturing. And this is happening against a backdrop of shifting global supply chains and lingering policy uncertainty. Now, the big market debate is whether these investments will generate a whole wave of greenfield projects – that is brand new, multi-year construction initiatives to build facilities, factories, and infrastructure from the ground up. Chris, what exactly is driving this current wave of efficiency and productivity investment in U.S. manufacturing? And how long term of a trend is it? Chris Snyder: I think what's driving the inflection is tariffs. The view that has underpinned my U.S. reshoring call is that I believe companies have to serve the U.S. market. The U.S. accounts for 30 percent of global consumption – equal to EU and China combined. It is also the best margin region in the world. So, companies have to serve the market, and now what they're doing is they're going back and they're looking at their production assets that they have in the U.S. and they're saying, how can I get more out of what's already here? So, the quickest, cheapest, fastest way to bring production online in the U.S. is drive better productivity and efficiency out of the assets you already have. And we're seeing it come through very quickly after Liberation Day. Michelle Weaver: And you think these investments are an on ramp to larger greenfield projects. What evidence do we have that this efficiency spend is setting the stage for a ramp up in new factory builds? Chris Snyder: I think this is absolutely the leading indicator for greenfields because this is telling us that the supply chain cost calculation has changed. What all of these companies are doing are saying, ‘Okay, how can I get products into the U.S. at the cheapest cost possible?' What we're seeing is the cost of imports have gone higher with tariffs, and now it's more economically advisable for these companies to make the product in the United States. And if that's the case, that means that when they need a new factory, it's going to come to the United States. They might not need a factory now, but when they do, the U.S. is at least incrementally better positioned to get that factory. Other data that we're seeing; I think the most interesting data that's come out of all of this is the bifurcation in global PPI or producer price data. If you look at it on a regional basis, North America markets saw PPI go higher in 2025. They were all the tariff exempt regions – U.S., Canada, and Mexico. Every other region in the world saw PPI down year-to-date. That means that these companies and factories are having to lower prices to stay competitive in the global market and sell their products into the United States. That tells us also where the next factory is going. If you have a factory in the U.S. and a factory in Malaysia, and your U.S. factory is pricing up, that means the return profile is getting better. If your factory in Malaysia is pricing down, it means the returns are getting worse and you're pricing down because it's over-capacitized. That's not a region where you're going to add a factory. You know, what I like to say is – price drives returns, and supply is going to follow returns. And right now, that price data tells us the returns are in the United States. Michelle Weaver: And, for people that might not be familiar with PPI, can you explain it to everyone? It's sort of like CPIs cousin, but how should people think about it? Chris Snyder: Yeah, yeah, so PPI, Producer Price Inflation, it's effectively the prices that my companies, the producers of goods are charging. So maybe this is the price that they would then charge a distributor, who then the distributor ultimately is selling it to a store. And then that's, you know, kind of factoring its way into CPI. But it starts with PPI. Michelle Weaver: And what are some of the key catalysts investors should be looking for in 2026 that could confirm that this greenfield ramp is underway? Chris Snyder: The number one, you know, metric I think the market looks at is manufacturing project starts. Every month there's data that comes out and says how many manufacturing projects were announced in the U.S. that month. And what we've seen coming out of Liberation Day is that number on a project value has gone higher. You know, it hasn't totally inflected, but it has pushed higher. The thing that has inflected is the number of announcements. So, this is not like two or three years ago where we had these mega projects. What we're seeing right now is very broad. And to me that's more important because that shows that there's durability behind it. And it shows that this is because the economics are saying it makes sense. It's not necessarily just because, okay, I got an incentive and I'm trying to follow alongside that. Michelle Weaver: Mm-hmm. The market seems skeptical though, pointing out that the ISM manufacturing purchasing managers index has been shrinking. This could be a sign that demand isn't strong enough to justify building new factories right now. How would you address that concern? Chris Snyder: Yeah, no, I mean, you're definitely right. Like the biggest pushback on the reshoring theme is the demand for goods is not very strong. Consumers are not in a good place. So why would companies add capacity in this backdrop? That's never happened before. Companies only add capacity when they're producing a lot and the utilization goes up. This is not a normal cycle. Throughout history, the motivation to add capacity was when your production rates go higher, your utilization hits a certain level, and then you add capacity. So, it always started with demand to your point. The motivation right now is tariff mitigation. And you do not need higher demand to support that. The U.S. is a $1.2 trillion trade deficit. So, that more than anything gets me confident in the theme and the duration behind it. And I think it's a very different outlook when you look across the international markets. They're the ones that need to find incremental demand to justify investment. Michelle Weaver: And given the scale of U.S. purchasing power and the shift in global capital flows, how do you see these manufacturing trends impacting broader performance in 2026? Chris Snyder: We published our outlook and we're calling for the U.S. Industrial Economy to hit decade high growth levels in the back half of [20]26 and into [20]27. And this is a big reason why. We think about this a lot from a CapEx perspective. And we're seeing the investment, we think that ramps into larger greenfields. But we're also seeing it in the production economy. If you look at the delta between U.S. consumer spend and U.S. manufacturing production, that has really narrowed in recent months. And that tells us that we're increasingly serving U.S. demand through domestic production. So that's another factor that's going to drive activity higher and it doesn't need a cycle. And I think that's what's really important. And I think that is what creates this as a more secular and also durable opportunity. So obviously reassuring is something that's, you know, very close to me and important for the industrial economy. But as you think about the multipolar world theme more broadly, how do you think that evolves in 2026? Michelle Weaver: Yeah, absolutely. Last year the multipolar world was an incredibly powerful theme. And when investors were thinking about the multipolar world last year, it was largely about how are companies going to mitigate the risk of tariffs in the near term. We had the policies come out and surprise everyone in terms of the breadth and the magnitude of the tariffs we saw. We had a lot of policy uncertainty around what is that final level of tariffs going to look like. And a lot of the reaction was really short term. It's how can we use our inventory buffers to try and preserve our margins? How much of these additional tariff costs can we pass off to the end customer? How can we insulate ourselves in the near term? I think this year it's going to turn to more longer-term strategic thinking. Reshoring and a lot of the greenfield projects you were talking about, I think will absolutely be an important component of the multipolar world this year. I think we're also likely to see a greater emphasis on U.S. defense. With the action we just saw in Venezuela. I think we're going to see more of that defense component of the multipolar world starting to be expressed in the U.S. It was a big part of the expression of the theme in Europe last year, but I think it will gain relevance in the U.S. this year. Chris Snyder: Yeah. And I think the next chapter in U.S. industrial growth is just getting going. It's taken 25 years for the U.S. to seed roughly 12 percentage points of global share in manufacturing. We don't think they take that much back. But we think this is a very long runway opportunity. Michelle Weaver: Mm-hmm. And as we watch for the next wave of greenfields, it's clear that efficiency and productivity investments are more than just a stop gap. They're a longer-term theme and they're a foundation for a new era in U.S. manufacturing. Chris, thank you for taking the time to talk. Chris Snyder: Great speaking with you, Michelle. Michelle Weaver: And to our listeners, thanks for listening. If you enjoy Thoughts on the Market, please leave us a review wherever you listen to the show and share the podcast with a friend or colleague today.
THE BETTER BELLY PODCAST - Gut Health Transformation Strategies for a Better Belly, Brain, and Body
Are you struggling with acid reflux, bloating, constipation, SIBO, or candida overgrowth?Do you feel like you've tried everything to heal — supplements, protocols, elimination diets, practitioners — and they either didn't help, or the second you stopped doing it, all your symptoms came back?If that's you, there's a very real chance you're dealing with something you may have never heard of before: low stomach acid.Yes, LOW stomach acid.Today's episode is kicking off a series I'm running this January - February called the Real Root Causes series. And I'm starting with low stomach acid on purpose.Because while low stomach acid is something I reference constantly when working with chronic gut issues… here's the plot twist:-- it's still not a REAL root cause.Low stomach acid doesn't just happen. And if you don't understand why it's happening, you'll stay stuck in the cycle of temporary fixes and recurring symptoms.So today, I'm going to break down the REAL root causes to low stomach acid. I'll be covering topics like:Why low stomach acid happensMy favorite at-home low stomach acid testSigns of low stomach acidWhy apple cider vinegar for low stomach acid is not safe until you test this ONE thingThe REAL root causes of low stomach acidHow to test for the root causes of low stomach acidAnd the exact low stomach acid remedies and protocols you'll need to permanently reverse it - so you can finally get rid of your acid reflux, constipation, SIBO, and candida infection, tooIf all you've ever been told to do to help your stomach acid or digestion is drink lemon water, apple cider vinegar, or take HCl supplements, then this episode is for you.TIMESTAMPS:00:00 - Introduction and Podcast Overview00:21 - The Real Root Causes Series01:54 - Understanding Low Stomach Acid03:50 - Symptoms and Misconceptions of Low Stomach Acid07:05 - Root Causes of Low Stomach Acid09:27 - Testing and Protocols for Low Stomach Acid20:17 - Conclusion and Next Episode PreviewEPISODES MENTIONED:233// H. Pylori: Symptoms of H. Pylori, How to Interpret H. Pylori Test Results, and Why H. Pylori Treatments Fail159// Copper Toxicity: A Hidden Cause Behind Constipation & PMS287// How to safely get off PPI's and reverse acid reflux naturallyHEAL YOUR GUT TODAY!Option #1)
In dieser Episode betrachten wir das Thema Reverse Mentoring bei der ERGO Group und zeigen, warum generationsübergreifendes Zuhören heute ein entscheidendes Führungswerkzeug ist. Unsere Gäste Judith Lameyer und Joachim Fensch berichten aus erster Hand, wie der Perspektivwechsel nicht nur die Unternehmenskultur beeinflusst, sondern auch zu besseren Entscheidungen und schnellerer Transformation beiträgt. Von persönlichen Erfahrungen, der Bedeutung von Work-Life-Balance, bis hin zu den Herausforderungen und Erfolgen des Reverse Mentoring – diese Folge liefert exklusive Einblicke in die moderne Führung und den Wandel der Arbeitswelt. Freu dich auf inspirierende Gespräche, Learnings zum Thema Selbstreflexion und handfeste Tipps für die Umsetzung von Reverse Mentoring in deinem Unternehmen. Viel Spaß beim Zuhören!Schreibt uns gerne eine Nachricht!PPI – Inspired by Simplicity. PPI verbindet Fach- und Technologie-Know-how, um komplexe Finanzprojekte in der Versicherungs- und Bankenwelt unkompliziert umzusetzen. Mit über 800 Expert:innen, europaweit führenden Lösungen im Zahlungsverkehr und der Vision „From Paper to Pixels“ begleitet PPI ihre Kunden erfolgreich in die digitale Zukunft.
Dr. DebWhat if I told you that the stomach acid medication you’re taking for heartburn is actually causing the problem it’s supposed to solve that your doctor learned virtually nothing about nutrition, despite spending 8 years in medical school. That the very system claiming to heal you was deliberately designed over a hundred years ago by an oil tycoon, John D. Rockefeller, to create lifelong customers, not healthy people. Last week a patient spent thousands of dollars on tests and treatments for acid reflux, only to discover she needed more stomach acid, not less. The medication keeping her sick was designed to do exactly that. Today we’re exposing the greatest medical deception in modern history, how a petroleum empire systematically destroyed natural healing wisdom turned medicine into a profit machine. And why the treatments, keeping millions sick were engineered that way from the beginning. This isn’t about conspiracy theories. This is a documented history that explains why you feel so lost about your own body’s needs welcome back to let’s talk wellness. Now the show where we uncover the root causes of chronic illness, explore cutting edge regenerative medicine, and empower you with the tools to heal. I’m Dr. Deb. And today we’re diving into how the Rockefeller Medical Empire systematically destroyed natural healing wisdom and replaced it with profit driven systems that keeps you dependent on treatments instead of achieving true health. If you or someone you love has been running to the doctor for every minor ailment, taking acid blockers that seem to make digestive problems worse, or feeling confused about basic body functions that our ancestors understood instinctively. This episode is for you. So, as usual, grab a cup of coffee, tea, or whatever helps you unwind. Settle in and let’s get started on your journey to reclaiming your health sovereignty all right. So here we are talking about the Rockefeller Medical Revolution. Now, what if your symptoms aren’t true diagnosis, but rather the predictable result of a medical system designed over a hundred years ago to create lifelong customers instead of healthy people. Now I learned this when I was in naturopathic school over 20 years ago. And it hasn’t been talked about a lot until recently. Recently. People are exposing the truth about what actually happened in our medical system. And today I want to take you back to the early 19 hundreds to understand how we lost the basic health wisdom that sustained humanity for thousands of years. Yes, I said that thousands of years. This isn’t conspiracy theory. This is documented history. That explains why you feel so lost when it comes to your own body’s needs. You know by the turn of the 20th century. According to meridian health Clinic’s documentation. Rockefeller controlled 90% of all petroleum refineries in America and through ownership of the Standard Oil Corporation. But Rockefeller saw an opportunity that went far beyond oil. He recognized that petrochemicals could be the foundation for a completely new medical system. And here’s what most people don’t know. Natural and herbal medicines were very popular in America during the early 19 hundreds. According to Staywell, Copper’s historical analysis, almost one half of medical colleges and doctors in America were practicing holistic medicine, using extensive knowledge from Europe and native American traditions. People understood that food was medicine, that the body had natural healing mechanisms, and that supporting these mechanisms was the key to health. But there was a problem with the Rockefeller’s business plan. Natural medicines couldn’t be patented. They couldn’t make a lot of money off of them, because they couldn’t hold a patent. Petrochemicals, however, could be patented, could be owned, and could be sold for high profits. So Rockefeller and Andrew Carnegie devised a systematic plan to eliminate natural medicine and replace it with petrochemical based pharmaceuticals and according to E. Richard Brown’s comprehensive academic documentation in Rockefeller, medicine men. Medicine, and capitalism in America. They employed the services of Abraham Flexner, who proceeded to visit and assess every single medical school in us and in Canada. Within a very short time of this development, medical schools all around the us began to collapse or consolidate. The numbers are staggering. By 1910 30 schools had merged, and 21 had closed their doors of the 166 medical colleges operating in 19 0, 4, a hundred 33 had survived by 1910 and a hundred 4 by 1915, 15 years later, only 76 schools of medicine existed in the Us. And they all followed the same curriculum. This wasn’t just about changing medical education. According to Staywell’s copper historical analysis. Rockefeller and Carnegie influenced insurance companies to stop covering holistic treatments. Medical professionals were trained in the new pharmaceutical model and natural solutions became outdated or forgotten. Not only that alternative healthcare practitioners who wanted to stay practicing in alternative medicine were imprisoned for doing so as documented by the potency number 710. The goal was clear, create a system where scientists would study how plants cure disease, identify which chemicals in the plants were effective and then recreate a similar but not identical chemical in the laboratory that would be patented. E. Richard Brown’s documents. The story of how a powerful professional elite gained virtual homogeny in the western theater of healing by effectively taking control of the ethos and practice of Western medicine. The result, according to the healthcare spending data, the United States now spends 17.6% of its Gdp on health care 4.9 trillion dollars in 2023, or 14,570 per person nearly twice as much as the average Oecd country. But it doesn’t focus on cure. But on symptoms, and thus creating recurring clients. This systematic destruction of natural medicine explains why today’s healthcare providers often seem baffled by simple questions about nutrition why they immediately reach for a prescription medication for minor ailments, and why so many people feel disconnected from their own body’s wisdom. We’ve been trained over 4 generations to believe that our bodies are broken, and that symptoms are diseases rather than messages, and that external interventions are always superior to supporting natural healing processes. But here’s what they couldn’t eliminate your body’s innate wisdom. Your digestive system still functions the same way it did a hundred years ago. Your immune system still follows the same patterns. The principles of nutrition, movement and stress management haven’t changed. We’ve just forgotten how to listen and respond. We’re gonna take a small break here and hear from our sponsor. When we come back. We’re gonna talk about the acid reflux deception, and why your cure is making you sicker, so don’t go away all right, welcome back. So I want to give you a perfect example of how Rockefeller medicine has turned natural body wisdom upside down, the treatment of acid, reflux, and heartburn. Every single day in my practice I see patients who’ve been taking acid blocker medications, proton pump inhibitors like prilosec nexium or prevacid for years, not for weeks, years, and sometimes even decades. They come to me because their digestive problems are getting worse, not better. They have bloating and gas and nutrition deficiencies. And we’re seeing many more increased food sensitivities. And here’s what’s happening in the Us. Most people often attribute their digestive problems to too much stomach acid. And they use medications to suppress the stomach acid, but, in fact symptoms of chronic acid, reflux, heartburn, or gerd, can also be caused by too little stomach acid, a condition called hyper. Sorry hypochlorhydria normal stomach acid has a Ph level of one to 2, which is highly acidic. Hydrochloric acid plays an important role in your digestion and your immunity. It helps to break down proteins and absorb essential nutrients, and it helps control viruses and bacteria that might otherwise infect your stomach. But here’s the crucial part that most people don’t understand, and, according to Cleveland clinic, your stomach secretes lower amounts of hydrochloric acid. As you age. Hypochlorhydria is more common in people over the age of 40, and even more common over the age of 65. Webmd states that the stomach acid can produce less acid as a result of aging and being 65 or older is a risk factor for developing hypochlorhydria. We’ve been treating this in my practice for a long time. It’s 1 of the main foundations that we learn as naturopathic practitioners and as naturopathic doctors, and there are times where people need these medications, but they were designed to be used short term not long term in a 2,013 review published in Medical News today, they found that hypochlorhydria is the main change in the stomach acid of older adults. and when you have hypochlorydria, poor digestion from the lack of stomach, acid can create gas bubbles that rise into your esophagus or throat, carrying stomach acid with them. You experience heartburn and assume that you have too much acid. So you take acid blockers which makes the underlying problem worse. Now, here’s something that will shock you. PPI’s protein pump inhibitors were originally studied and approved by the FDA for short-term use only according to research published in us pharmacists, most cases of peptic ulcers resolve in 6 to 8 weeks with PPI therapy, which is what these medications were created for. Originally the American family physician reports that for erosive esophagitis. Omeprazole is indicated for short term 4 to 8 weeks. That’s it. Treatment and healing and done if needed. An additional 4 to 8 weeks of therapy may be considered and the University of Minnesota College of Pharmacy, States. Guidelines recommended a treatment duration of 8 weeks with standard once a day dosing for a PPI for Gerd. The Canadian family physician, published guidelines where a team of healthcare professionals recommended prescribing Ppis in adults who suffer from heartburn and who have completed a minimum treatment of 4 weeks in which symptoms were relieved. Yet people are taking these medications for years, even decades far beyond their intended duration of use and a study published in Pmc. Found that the threshold for defining long-term PPI use varied from 2 weeks to 7 years of PPI use. But the most common definition was greater than one year or 6 months, according to the research in clinical context, use of Ppis for more than 8 weeks could be reasonably defined as long-term use. Now let’s talk about what these acid blocker medications are actually doing to your body when used. Long term. The research on long term PPI use is absolutely alarming. According to the comprehensive review published in pubmed central Pmc. Long-term use of ppis have been associated with serious adverse effects, including kidney disease, cardiovascular disease fractures because you’re not absorbing your nutrients, and you’re being depleted. Infections, including C. Diff pneumonia, micronutrient deficiencies and hypomagnesium a low level of magnesium anemia, vitamin, b, deficiency, hypocalcemia, low calcium, low potassium. and even cancers, including gastric cancer, pancreatic cancer, colorectal cancer. And hepatic cancer and we are seeing all of these cancers on a rise, and we are now linking them back to some of these medications. Mayo clinic proceedings published research showing that recent studies regarding long-term use of PPI medication have noted potential adverse effects, including risks of fracture, pneumonia, C diff, which is a diarrhea. It’s a bacteria, low magnesium, low b 12 chronic kidney disease and even dementia. And a 2024 study published in nature communications, analyzing over 2 million participants from 5 cohorts found that PPI use correlated with increased risk of 15 leading global diseases, such as ischemic heart disease. Diabetes, respiratory infections, chronic kidney disease. And these associations showed dose response relationships and consistency across different PPI types. Now think about this. You take a medication for heartburn that was designed for 4 to 8 weeks of use, and when used long term, it actually increases your risk of life, threatening infections, kidney disease, and dementia. This is the predictable result of suppressing a natural body function that exists for important reasons. Hci plays a key role in many physiological processes. It triggers, intestinal hormones, prepares folate and B 12 for absorption, and it’s essential for absorption of minerals, including calcium, magnesium, potassium, zinc, and iron. And when you block acid production, you create a cascade of nutritional deficiencies and immune system problems that often manifest as seemingly unrelated health issues. So what’s the natural approach? Instead of suppressing stomach acid, we need to support healthy acid production and address the root cause of reflux healthcare. Providers may prescribe hcl supplements like betaine, hydrochloric acid. Bhcl is what it’s called. Sometimes it’s called betaine it’s often combined with enzymes like pepsin or amylase or lipase, and it’s used to treat hydrochloric acid deficiency, hypochlorhydria. These supplements can help your digestion and sometimes help your stomach acid gradually return back to normal levels where you may not need to use them all the time. Simple strategies include consuming protein at the beginning of the meal to stimulate Hcl production, consume fluids separately at least 30 min away from meals, if you can, and address the underlying cause like chronic stress and H. Pylori infections. This is such a sore subject for me. So many people walk around with an H. Pylori infection. It’s a bacterial infection in the stomach that can cause stomach ulcers, causes a lot of stomach pain and burning. and nobody is treating the infection. It’s a bacterial infection. We don’t treat this anymore with antibiotics or antimicrobials. We treat it with Ppis. But, Ppis don’t fix the problem. You have to get rid of the bacteria once the bacteria is gone, the gut lining can heal. Now it is a common bacteria. It can reoccur quite frequently. It’s highly contagious, so you can pick it up from other people, and it may need multiple courses of treatment over a person’s lifetime. But you’re actually treating the problem. You’re getting rid of the bacteria that’s creating the issue instead of suppressing the acid. That’s not fixing the bacteria which then leads to a whole host of other problems that we just talked about. There are natural approaches to increase stomach acid, including addressing zinc deficiency. And since the stomach uses zinc to produce Hcl. Taking probiotics to help support healthy gut bacteria and using digestive bitters before meals can be really helpful. This is exactly what I mean about reclaiming the body’s wisdom. Instead of suppressing natural functions, we support them instead of creating drug dependency, we restore normal physiology. Instead of treating symptoms indefinitely, we address the root cause and help the body heal itself. In many cultures. Bitters is a common thing to use before or after a meal. But yet in the American culture we don’t do that anymore. We’ve not passed on that tradition. So very few people understand how to use bitters, or what bitters are, or why they’re important. And these basic things that can be used in your food and cooking and taking could replace thousands of dollars of medication that you don’t really need. That can create many more problems along the way. Now, why does your doctor know nothing about nutrition. Well, I want to address something that might shock you all. The reason your doctor seems baffled when you ask about nutrition isn’t because they’re not intelligent. It’s because they literally never learned this in medical school statistics on nutritional education in medical schools are staggering and help explain why we have such a health literacy crisis in America. According to recent research published in multiple academic journals, only 27% of Us. Medical schools actually offer students. The recommended 25 h of nutritional training across 4 years of medical school. That means 73% of the medical schools don’t even meet the minimum standards set in 1985. But wait, it gets worse. A 2021 survey of medical schools in the Us. And the Uk. Found that most students receive an average of only 11 h of nutritional training throughout their entire medical program. and another recent study showed that in 2023 a survey of more than a thousand Us. Medical students. About 58% of these respondents said they received no formal nutritional education while in medical school. For 4 years those who did averaged only 3 h. I’m going to say this again because it’s it’s huge 3 h of nutritional education per year. So let me put this in perspective during 4 years of medical school most students spend fewer than 20 h on nutrition that’s completely disproportionate to its health benefits for patients to compare. They’ll spend hundreds of hours learning about pharmaceutical interventions, but virtually no time learning how food affects health and disease. Now, could this be? Why, when we talk about nutrition to lower cholesterol levels or control your diabetes, they blow you off, and they don’t answer you. It’s because they don’t understand. But yet what they’ll say is, people won’t change their diet. That’s why you have to take medication. That’s not true. I will tell you. I work with people every single day who are willing to change their diet. They’re just confused by all the information that’s out there today about nutrition. And what diet is the right diet to follow? Do I do, Paleo? Do I do? Aip? Do I do carnivore? Do I do, Keto? Do I do? Low carb? There’s so many diets out there today? It’s confusing people. So I digress. But let’s go back. So here’s the kicker. The limited time medical students do spend on nutrition office often focuses on nutrients think proteins and carbohydrates rather than training in topics such as motivational interviewing or meal planning, and as one Stanford researcher noted, we physicians often sound like chemists rather than counselors who can speak with patients about diet. Isn’t that true? We can speak super high level up here, but we can’t talk basics about nutrition. And this explains why only 14% of the physicians believe they were adequately trained in nutritional counseling. Once they entered practice and without foundational concepts of nutrition in undergrad work. Graduate medical education unsurprisingly falls short of meeting patients, needs for nutritional guidance in clinical practice, and meanwhile diet, sensitive chronic diseases continue to escalate. Although they are largely preventable and treatable by nutritional therapies and dietary. Lifestyle changes. Now think about this. Diet. Related diseases are the number one cause of death in the Us. The number one cause. Yet many doctors receive little to no nutritional education in medical school, and according to current health statistics from 2017 to march of 2020. Obesity prevalence was 19.7% among us children and adolescents affecting approximately 14.7 million young people. About 352,000 Americans, under the age of 20, have been diagnosed with diabetes. Let me say this again, because these numbers are astounding to me. 352,000 Americans, under the age of 20, have been diagnosed with diabetes with 5,300 youth diagnosed with type, 2 diabetes annually. Yet the very professionals we turn to for health. Guidance were never taught how food affects these conditions and what drug has come to the rescue Glp. One S. Ozempic wegovy. They’re great for weight loss. They’re great for treating diabetes. But why are they here? Well, these numbers are. Why, they’re here. This is staggering to put 352,000 Americans under the age of 20 on a glp, one that they’re going to be on for the rest of their lives at a minimum of $1,200 per month. All we have to do is do the math, you guys, and we can see exactly what’s happening to our country, and who is getting rich, and who is getting the short end of the stick. You’ve become a moneymaker to the pharmaceutical industry because nobody has taught you how to eat properly, how to live, how to have a healthy lifestyle, and how to prevent disease, or how to actually reverse type 2 diabetes, because it’s reversible in many cases, especially young people. And we do none of that. All we do is prescribe medications. Metformin. Glp, one for the rest of your life from 20 years old to 75, or 80, you’re going to be taking medications that are making the pharmaceutical companies more wealth and creating a disease on top of a disease on top of a disease. These deficiencies in nutritional education happen at all levels of medical training, and there’s been little improvement, despite decades of calls for reform. In 1985, the National Academy of Sciences report that they recommended at least 25 h of nutritional education in medical school. But a 2015 study showed only 29% of medical schools met this goal, and a 2023 study suggests the problem has become even worse. Only 7.8% of medical students reported 20 or more hours of nutritional education across all 4 years of medical school. This systemic lack of nutrition, nutritional education has been attributed to several factors a dearth of qualified instructors for nutritional courses, since most physicians do not understand nutrition well enough to teach it competition for curriculum time, with schools focusing on pharmaceutical interventions rather than lifestyle medicine and a lack of external incentives that support schools, teaching nutrition. And ironically, many medical schools are part of universities that have nutrition departments with Phd. Trained professors who could fill this gap by teaching nutrition in medical schools but those classes are often taught by physicians who may not have adequate nutritional training themselves. This explains so much about what I see in my practice. Patients come to me confused and frustrated because their primary care doctors can’t answer basic questions about how food affects their health conditions. And these doctors aren’t incompetent. They simply were never taught this information. And the result is that these physicians graduate, knowing how to prescribe medications for diabetes, but not how dietary changes can prevent or reverse it. They can treat high blood pressure with pharmaceuticals, but they may not know that specific nutritional approaches can be equally or more effective. This isn’t the doctor’s fault. It’s the predictable result of medical education systems that was deliberately designed to focus on patentable treatments rather than natural healing approaches. And remember this traces back to the Rockefeller influence on medical education. You can’t patent an apple or a vegetable. But you can patent a drug now. Why can’t we trust most medical studies? Well this just gets even better. I need to address something that’s crucial for you to understand as you navigate health information. Why so much of the medical research you hear about in the news is biased, and why peer Review isn’t the gold standard of truth you’ve been told it is. The corruption in medical research by pharmaceutical companies is not a conspiracy theory. It’s well documented scientific fact, according to research, published in frontiers, in research, metrics and analytics. When pharmaceutical and other companies sponsor research, there is a bias. A systematic tendency towards results serving their interests. But the bias is not seen in the formal factors routinely associated with low quality science. A Cochrane Review analyzed 75 studies of the association between industry, funding, and trial results, and these authors concluded that trials funded by a drug or device company were more likely to have positive conclusions and statistically significant results, and that this association could not be explained by differences in risk of bias between industry and non-industry funded trials. So think about that. According to the Cochrane collaboration, industry funding itself should be considered a standard risk of bias, a factor in clinical trials. Studies published in science and engineering ethics show that industry supported research is much more likely to yield positive outcomes than research with any other sponsorship. And here’s how the bias gets introduced through choice of compartor agents, multiple publications of positive trials and non-publication of negative trials reinterpreting data submitted to regulatory agencies, discordance between results and conclusions, conflict of interest leading to more positive conclusions, ghostwriting and the use of seating trials. Research, published in the American Journal of Medicine. Found that a result favorable to drug study was reported by all industry, supported studies compared with two-thirds of studies, not industry, supported all industry, supported studies showed favorable results. That’s not science that’s marketing, masquerading as research. And according to research, published in sciencedirect the peer review system which we’re told ensures quality. Science has a major limitation. It has proved to be unable to deal with conflicts of interest, especially in big science contexts where prestigious scientists may have similar biases and conflicts of interest are widely shared among peer reviewers. Even government funded research can have conflicts of interest. Research published in pubmed States that there are significant benefits to authors and investigators in participating in government funded research and to journals in publishing it, which creates potentially biased information that are rarely acknowledged. And, according to research, published in frontiers in research, metrics, and analytics, the pharmaceutical industry has essentially co-opted medical knowledge systems for their particular interests. Using its very substantial resources. Pharmaceutical companies take their own research and smoothly integrate it into medical science. Taking advantage of the legitimacy of medical institutions. And this corruption means that much of what passes for medical science is actually influenced by commercial interests rather than pursuant of truth. Research published in Pmc. Shows that industry funding affects the results of clinical trials in predictable directions, serving the interests of the funders rather than the patients. So where can we get this reliable, unbiased Health information, because this is critically important, because your health decisions should be based on the best available evidence, not marketing disguised as science. And so here are some sources that I recommend for trustworthy health and nutritional information. They’re independent academic sources. According to Harvard Chan School of public health their nutritional, sourced, implicitly states their content is free from industry, influence, or support. The Linus Pauling Institute, Micronutrient Information Center at Oregon State University, which, according to the Glendale Community college Research Guide provides scientifically accurate information about vitamins, minerals, and other dietary factors. This Institute has been around for decades. I’ve used it a lot. I’ve gotten a lot of great information from them. Very, very trustworthy. According to the Glendale Community College of Nutrition Resource guide Tufts, University of Human Nutritional Research Center on aging is one of 6 human nutrition research centers supported by the United States Department of Agriculture, the Usda. Their peer reviewed journals with strong editorial independence though you must still check funding resources. And how do you evaluate this information? Online? Well, according to medlineplus and various health literacy guides when evaluating health information medical schools and large professional or nonprofit organizations are generally reliable sources, but remember, it is tainted by the Rockefeller method. So, for example, the American College of cardiology. Excuse me. Professional organization and the American Heart Institute a nonprofit are both reliable sources. Sorry about that of information on heart health and watch out for ads designed to look like neutral health information. If the site is funded by ads they should be clearly marked as advertisements. Excuse me, I guess I’m talking just a little too much now. So when the fear of medicine becomes deadly. Now, I want to address something critically important that often gets lost in conversations about health, sovereignty, and questioning the medical establishment. And while I’ve spent most of this episode explaining how the Rockefeller medical system has created dependency and suppressed natural healing wisdom. There’s a dangerous pendulum swing happening that I see in my practice. People becoming so fearful of pharmaceutical interventions that they refuse lifesaving treatments when they’re genuinely needed. This is where balance and clinical judgment become absolutely essential. Yes, we need to reclaim our basic health literacy and reduce our dependency on unnecessary medical interventions. But there are serious bacterial infections that require immediate antibiotic treatment, and the consequences of avoiding treatment can be devastating or even fatal. So let me share some examples from research that illustrate when antibiotic fear becomes dangerous. Let’s talk about Lyme disease, and when natural approaches might not be enough. The International Lyme Disease Association ilads has conducted extensive research on chronic lyme disease, and their findings are sobering. Ileds defines chronic lyme disease as a multi-system illness that results from an active and ongoing infection of pathogenic members of the Borrelia Brdorferi complex. And, according to ilads research published in their treatment guidelines, the consequences of untreated persistent lyme infection far outweigh the potential consequences of long-term antibiotic therapy in well-designed trials of antibiotic retreatment in patients with severe fatigue, 64% in the treatment arm obtained clinically significant and sustained benefit from additional antibiotic therapy. Ilas emphasizes that cases of chronic borrelia require individualized treatment plans, and when necessary antibiotic therapy should be extended their research demonstrates that 20 days of prophylactic antibiotic treatment may be highly effective for preventing the onset of lyme disease. After known tick bites and patients with early Lyme disease may be best served by receiving 4 to 6 weeks of antibiotic therapy. Research published in Pmc. Shows that patients with untreated infections may go on to develop chronic, debilitating, multisystem illnesses that is difficult to manage, and numerous studies have documented persistent Borrelia, burgdorferi infection in patients with persistent symptoms of neurological lyme disease following short course. Antibiotic treatment and animal models have demonstrated that short course. Antibiotic therapy may fail to eradicate lyme spirochetes short course is a 1 day. One pill treatment of doxycycline. Or less than 20 days of antibiotics, is considered a short course. It’s not long enough to kill the bacteria. The bacteria’s life cycle is about 21 days, so if you don’t treat the infection long enough, the likelihood of that infection returning is significant. They’ve also done studies in the petri dish, where they show doxycycline being put into a petri dish with active lyme and doxycycline does not kill the infection, it just slows the replication of it. Therefore, using only doxycycline, which is common practice in lyme disease may not completely eradicate that infection for you. So let’s talk about another life threatening emergency. C. Diff clostridia difficile infection, which represents another example where antibiotic treatment is absolutely essential, despite the fact that C diff itself is often triggered by antibiotic use. According to Cleveland clinic C. Diff is estimated to cause almost half a million infections in the United States each year, with 500,000 infections, causing 15,000 deaths each year. Studies reported by Pmc. Found thirty-day Cdi. Mortality rates ranging from 6 to 11% and hospitalized Cdi patients have significantly increased the risk of mortality and complications. Research published in Pmc shows that 16.5% of Cdi patients experience sepsis and that this increases with reoccurrences 27.3% of patients with their 1st reoccurrence experience sepsis. While 33.1% with 2 reoccurrences and 43.2% with 3 or more reoccurrences. Mortality associated with sepsis is very high within hospital 30 days and 12 month mortality rates of 24%, 30% and 58% respectively. According to the Cdc treatment for C diff infection usually involves taking a specific antibiotic, such as vancomycin for at least 10 days, and while this seems counterintuitive, treating an antibiotic associated infection with more antibiotics. It’s often lifesaving. Now let’s talk about preventing devastating complications. Strep throat infections. Provide perhaps the clearest example of when antibiotic treatment prevents serious long-term consequences, and, according to Mayo clinic, if untreated strep throat can cause complications such as kidney inflammation and rheumatic fever. Rheumatic fever can lead to painful and inflamed joints, and a specific type of rash of heart valve damage. We also know that strep can cause pans pandas, which is a systemic infection, often causing problems with severe Ocd. And anxiety and affecting mostly young people. The research is unambiguous. According to the Cleveland clinic. Rheumatic fever is a rare complication of untreated strep, throat, or scarlet fever that most commonly affects children and teens, and in severe cases it can lead to serious health problems that can affect your child’s heart. Joints and organs. And research also shows that the rate of development of rheumatic fever in individuals with untreated strep infections is estimated to be 3%. The incidence of reoccurrence with a subsequent untreated infection is substantially greater. About 50% the rate of development is far lower in individuals who have received antibiotic treatment. And according to the World health organization, rheumatic heart disease results from the inflammation and scarring of the heart valves caused by rheumatic fever, and if rheumatic fever is not treated promptly, rheumatic heart disease may occur, and rheumatic heart disease weakens the valves between the chambers of the heart, and severe rheumatic heart disease can require heart surgery and result in death. The who states that rheumatic heart disease remains the leading cause of maternal cardiac complications during pregnancy. And additionally, according to the National Kidney foundation. After your child has either had throat or skin strep infection, they can develop post strep glomerial nephritis. The Strep bacteria travels to the kidneys and makes the filtering units of the kidneys inflamed, causing the kidneys to be able to unable or less able to fill and filter urine. This can develop one to 2 weeks after an untreated throat infection, or 3 to 4 weeks after an untreated skin infection. We need to find balance. And here’s what I want you to understand. Questioning the medical establishment and developing health literacy doesn’t mean rejecting all medical interventions. It means developing the wisdom to know when they’re necessary and lifesaving versus when they’re unnecessary and potentially harmful. When I see patients with confirmed lyme disease, serious strep infections or life. Threatening conditions like C diff. I don’t hesitate to recommend appropriate therapy but I also work to support their overall health address, root causes, protect and restore their gut microbiome and help them recover their natural resilience. The goal isn’t to avoid all medical interventions. It’s to use them wisely when truly needed, while simultaneously supporting your body’s inherent healing capacity and addressing the lifestyle factors that created the vulnerability. In the 1st place. All of this can be extremely overwhelming, and it can be frightening to understand or learn. But remember, the power that you have is knowledge. The more you learn about what’s actually happening in your health, in understanding nutrition. in learning what your body wants to be fed, and how it feels, and working with practitioners who are holistic in nature, natural, integrative, functional, whatever we want to call that these days. The more you can learn from them, the more control you have over your own health and what I would urge you to do is to teach your children what you’re learning. Teach them how to live a healthy lifestyle, teach them how to keep a clean environment. This is how we take back our own health. So thank you for joining me today on, let’s talk wellness. Now, if this episode resonated with you. Please share it with someone who could benefit from understanding how the Rockefeller medical system has shaped our approach to health, and how to reclaim your body’s wisdom while using medical care appropriately when truly needed. Remember, wellness isn’t just about feeling good. It’s about understanding your body, trusting its wisdom, supporting its natural healing capacity, and knowing when to seek appropriate medical intervention. If you’re ready to explore how functional medicine can help you develop this deeper health knowledge while addressing root causes rather than just managing symptoms. You can get more information from serenityhealthcarecenter.com, or reach out directly to us through our social media channels until next time. I’m Dr. Dab, reminding you that your body is your wisest teacher. Learn to listen, trust the process, use medical care wisely when needed, and take care of your body, mind, and spirit. Be well, and we’ll see you on the next episode.The post Episode 250 -The Great Medical Deception first appeared on Let's Talk Wellness Now.
In this episode of the RiskReversal Podcast, Guy Adami and Liz Thomas discuss various market developments as the year-end approaches. They focus on the bond market's reaction to anticipated rate cuts and the possible implications of rising treasury yields. The conversation also touches on concerns about the U.S. government deficit, liquidity issues, currency volatility, and the upcoming change in Fed leadership. They analyze potential economic data impacts, such as PPI, Jolts, and retail spending figures. The discussion expands to the rising activity in mergers and acquisitions, the performance of consumer staples versus consumer discretionary stocks, and the global trends in yield movements. Finally, they explore the outlook for gold, healthcare, and biotech sectors for 2026, along with potential market rotations and valuations. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media
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