Podcasts about QE

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Latest podcast episodes about QE

Doc Malik
Free version #496 Alex Kriel: How You're Being Robbed: Bonds, Pensions, and the Great Wealth Transfer

Doc Malik

Play Episode Listen Later Jul 20, 2026 55:17


FREEDOM - HEALTH - HAPPINESSFor the full episodes, bonus content, back catalogue, and monthly Live Streams, please subscribe to either:The paid Spotify subscription here: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://creators.spotify.com/pod/show/docmalik/subscribe⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ The paid Substack subscription here: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://docmalik.substack.com/subscribe⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Thank you to all the new subscribers for your lovely messages and reviews! And a big thanks to my existing subscribers for sticking with me and supporting the show! ABOUT THIS CONVERSATION: Alex returns on the show and blows the lid on wealth management, QE, bond markets and pensions, and how the rich and powerful enrich themselves at our expense. EnjoyDocLinks Website https://www.berkshirewilliams.com/MY CONSULTATION SERVICEIn a world of rushed consultations and endless referrals, I offer you something rare: time, context, and clear guidance.I can help you:• Understand your diagnosis in plain English• Simplify treatment plans and medical jargon• Prepare for surgery and optimise recovery• Improve chronic illness through lifestyle and mindset• Explore holistic approaches alongside conventional care• Ask better questions and get unbiased guidance• Obtain an independent second opinionReady to Take Control?Book here today ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ https://docmalik.com/consultations/ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Check out my AFFILIATE LINKS - visit my website ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://docmalik.com/affiliates/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ for more detailsSeagreenUse the code DOCMALIK⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://seagreens.shop/go/docmalik/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Heracles Wellness SaunaUse the code DOCMALIK3 at checkout to get 3% off all products⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://heracleswellness.co.uk⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Hunter & Gather Foods⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://hunterandgatherfoods.com/?ref=DOCHG BUY HERE TODAY⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Use DOCHG to get 10% OFF your purchaseNudum SkincareUse my code DocMalik10 at checkout to get 10% off your order.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.nudumskincare.co.uk/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Greenscents Laundry LiquidUse code GSAHMADMALIK when ordering to receive a discount.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://greenscents.co.uk?bg_ref=pmW7ecKqjq⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠IMPORTANT NOTICEIf you value my podcasts, please support the show by making a one-off donation⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.buymeacoffee.com/docmalik⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Notayesmanspodcasts
Notayesmanspodcast387

Notayesmanspodcasts

Play Episode Listen Later Jul 17, 2026 9:01


This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on:- I see the heat and war in Ukraine is pushing up agricultural commodity prices like wheat. How long is the pass through time from commodity price rises to shop price increases? Also some questions around the latest Bank of England QE and QT plans. ‘dreadful error' - so you'd have not done QE at all? Counter-factual of the Gilt market totally seizing up is infinitely worse than where we are now Ive never got why Reeves was never challenged about this in Treasury questions And why they issued so many index linked bonds when inflation was zero!

SBS Kurdish - SBS Kurdî
“Need is endless”: Rev Bill Crews sounds alarm on Sydney's growing homeless crisis - "Pêdivî bêdawî ne": Qeşe Bill Crews li ser krîza bêmalbûna li Sydneyê bi xem e

SBS Kurdish - SBS Kurdî

Play Episode Listen Later Jul 2, 2026 7:27


In an interview with SBS Kurdish, Rev Bill Crews spoke about the increasing pressure on homelessness and community support services across Sydney as the cost-of-living crisis continues. He said the Rev Bill Crews Foundation currently provides around 1,600 meals each day through its kitchen, restaurant, and mobile food vans operating across 16 locations. Alongside food services, the organisation delivers free medical, dental, social work, and literacy programs, while also supporting refugees and disadvantaged communities. - Di hevpeyvîneke li gel SBS Kurdî de, Qeşe Bill Crews li ser daxwaza zêde ji bo xizmetên piştgiriya civakî li seranserê Sydney di nav krîza lêçûnên jiyanê yê berdewam de nîqaş kir. Wî vegot ku weqfa Rev Bill Crews niha rojane nêzîkî 1,600 xwarinan bi rêya metbex, xwaringeh û otombêlên xwarinê yên mobîl li 16 cihan dixebitin peyda dibe. Rêxistin her weha bernameyên bijîşkî, diranan, karê civakî û xwendin û nivîsandinê yên belaş jî pêşkêş dike, di heman demê de piştgiriyê dide penaberan jî.

The David Knight Show
Wed Episode #2297: — “You Will Own Nothing” Is No Longer a Theory

The David Knight Show

Play Episode Listen Later Jul 1, 2026 121:51 Transcription Available


────────────────────────────────────────[00:02:09]EMS Worker Reports "Chronic Cancer" as New Medical Term — Knight: It's Turbo Cancer Being NormalizedA patient with three COVID jabs developed rapidly spreading colon cancer and leukemia within months of his last shot; Knight: the industry is rebranding what it caused.────────────────────────────────────────[00:14:00]Sony Deleting 551 Movies Customers Paid Full Price For — Buy Button Was a LieDeletion begins September 1 with no refunds; Knight: same model as CBDCs — they can delete your money the same way they're deleting your movies.────────────────────────────────────────[00:22:06]GTA 6 Ships as a Download Code in an Empty Box — Physical Discs Eliminated$80 for a cardboard sleeve; the game lives on their cloud and can be revoked at any time; Knight: "you will own nothing" is already the video game business model.────────────────────────────────────────[00:41:18]Trump's Advisors Openly Praise Caesarism — His Harvard Law Appointee Says Liberty Is Not the GoalAdrian Vermule wrote the constitutional order exists to promote "good rule," not protect liberty; Notre Dame advisor Patrick Deneen calls for Platonic aristocracy.────────────────────────────────────────[00:49:03]Trump Signed 143 Executive Orders in First 100 Days — More Than Any President in History21 national emergencies declared; troops sent to cities without local authority; immigrants shipped overseas to prisons in defiance of courts.────────────────────────────────────────[01:03:28]Supreme Court Loosens Campaign Finance Restrictions — Knight: AIPAC Corruption Now Has Fewer GuardrailsKnight reversed his position on Citizens United after watching AIPAC openly buy congressional seats; political money is a magnet for prostitutes, not politicians.────────────────────────────────────────[01:25:25]NY Post Calls Out Trump Crime Family's Biden-Esque CorruptionTrump's net worth tripled to $6.5B; $1.4B in crypto ventures; Salente: the Lutnik-Witkoff-Trump network is a crime syndicate operating in plain sight.────────────────────────────────────────[01:31:10]92% of Israelis Believe Iran Won the War — Trends Journal vs. US Media NarrativeCelente's polling contradicts everything Hegseth and Trump claimed; Knight: they lied about destroying Iran's missiles, wiping out their military, and forcing a surrender.────────────────────────────────────────[01:51:35]Real US Debt Is $176 Trillion When Unfunded Liabilities Are IncludedUnfunded Medicare, Social Security, pensions, and retirement healthcare dwarf the official figure; Salente: the plan is to tokenize public lands and launch a digital currency to paper over the collapse.────────────────────────────────────────[01:54:09]Quantitative Easing Is Roaring Back — Nobody Is Reporting ItMoney supply is expanding rapidly while the Fed fixates on interest rates; Knight: they always pump QE just before the next economic lockdown or crisis. ──────────────────────────────────────── Money should have intrinsic value AND transactional privacy: Go to https://davidknight.gold/ for great deals on physical gold/silver For 10% off Gerald Celente's prescient Trends Journal, go to https://trendsjournal.com/ and enter the code “KNIGHT” For high quality made in America products go to HomeSteadProducts.shop and use promo code “Knight” for 10% off your purchases Find out more about the show and where you can watch it at TheDavidKnightShow.com If you would like to support the show and our family please consider subscribing monthly here: SubscribeStar https://www.subscribestar.com/the-david-knight-show Or you can send a donation throughMail: David Knight POB 994 Kodak, TN 37764Zelle: @DavidKnightShow@protonmail.comCash App at: $davidknightshowBTC to: bc1qkuec29hkuye4xse9unh7nptvu3y9qmv24vanh7Become a supporter of this podcast: https://www.spreaker.com/podcast/the-david-knight-show--2653468/support.

The REAL David Knight Show
Wed Episode #2297: — “You Will Own Nothing” Is No Longer a Theory

The REAL David Knight Show

Play Episode Listen Later Jul 1, 2026 121:51 Transcription Available


────────────────────────────────────────[00:02:09]EMS Worker Reports "Chronic Cancer" as New Medical Term — Knight: It's Turbo Cancer Being NormalizedA patient with three COVID jabs developed rapidly spreading colon cancer and leukemia within months of his last shot; Knight: the industry is rebranding what it caused.────────────────────────────────────────[00:14:00]Sony Deleting 551 Movies Customers Paid Full Price For — Buy Button Was a LieDeletion begins September 1 with no refunds; Knight: same model as CBDCs — they can delete your money the same way they're deleting your movies.────────────────────────────────────────[00:22:06]GTA 6 Ships as a Download Code in an Empty Box — Physical Discs Eliminated$80 for a cardboard sleeve; the game lives on their cloud and can be revoked at any time; Knight: "you will own nothing" is already the video game business model.────────────────────────────────────────[00:41:18]Trump's Advisors Openly Praise Caesarism — His Harvard Law Appointee Says Liberty Is Not the GoalAdrian Vermule wrote the constitutional order exists to promote "good rule," not protect liberty; Notre Dame advisor Patrick Deneen calls for Platonic aristocracy.────────────────────────────────────────[00:49:03]Trump Signed 143 Executive Orders in First 100 Days — More Than Any President in History21 national emergencies declared; troops sent to cities without local authority; immigrants shipped overseas to prisons in defiance of courts.────────────────────────────────────────[01:03:28]Supreme Court Loosens Campaign Finance Restrictions — Knight: AIPAC Corruption Now Has Fewer GuardrailsKnight reversed his position on Citizens United after watching AIPAC openly buy congressional seats; political money is a magnet for prostitutes, not politicians.────────────────────────────────────────[01:25:25]NY Post Calls Out Trump Crime Family's Biden-Esque CorruptionTrump's net worth tripled to $6.5B; $1.4B in crypto ventures; Salente: the Lutnik-Witkoff-Trump network is a crime syndicate operating in plain sight.────────────────────────────────────────[01:31:10]92% of Israelis Believe Iran Won the War — Trends Journal vs. US Media NarrativeCelente's polling contradicts everything Hegseth and Trump claimed; Knight: they lied about destroying Iran's missiles, wiping out their military, and forcing a surrender.────────────────────────────────────────[01:51:35]Real US Debt Is $176 Trillion When Unfunded Liabilities Are IncludedUnfunded Medicare, Social Security, pensions, and retirement healthcare dwarf the official figure; Salente: the plan is to tokenize public lands and launch a digital currency to paper over the collapse.────────────────────────────────────────[01:54:09]Quantitative Easing Is Roaring Back — Nobody Is Reporting ItMoney supply is expanding rapidly while the Fed fixates on interest rates; Knight: they always pump QE just before the next economic lockdown or crisis. ──────────────────────────────────────── Money should have intrinsic value AND transactional privacy: Go to https://davidknight.gold/ for great deals on physical gold/silver For 10% off Gerald Celente's prescient Trends Journal, go to https://trendsjournal.com/ and enter the code “KNIGHT” For high quality made in America products go to HomeSteadProducts.shop and use promo code “Knight” for 10% off your purchases Find out more about the show and where you can watch it at TheDavidKnightShow.com If you would like to support the show and our family please consider subscribing monthly here: SubscribeStar https://www.subscribestar.com/the-david-knight-show Or you can send a donation throughMail: David Knight POB 994 Kodak, TN 37764Zelle: @DavidKnightShow@protonmail.comCash App at: $davidknightshowBTC to: bc1qkuec29hkuye4xse9unh7nptvu3y9qmv24vanh7Become a supporter of this podcast: https://www.spreaker.com/podcast/the-real-david-knight-show--5282736/support.

PULS BIZNESU do słuchania
Czym jest pieniądz i jak powstaje? Opowieść o czymś więcej niż środku wymiany INWESTOR WOJTEK

PULS BIZNESU do słuchania

Play Episode Listen Later Jul 1, 2026 59:14


Rusza sezon urlopowy i większość z Was pewnie odlicza dni do wymarzonego wyjazdu. Dla mnie to jest czas refleksji - chociaż na co dzień piszę o giełdzie i inwestowaniu, to staram się, na tyle ile mogę, zgłębiać tematy okołogiełdowe. Trafiłem na książkę Jędrka Malko "Porachunki. Polityczna historia pieniądza", która zabrała mnie w fascynującą podróż o historii najważniejszej ludzkiej inwencji obok ognia, koła i Internetu.Czym jest pieniądz? Pieniądz to obietnica, nie tylko środek wymiany, pisze autor książki. W dzisiejszym odcinku przyjrzymy się bliżej mechanizmom kreacji pieniądza, jaką rolę odgrywają banki komercyjne, a jaką banki centralne. Spokojnie, nie zabraknie wątków giełdowych. Duża część rozmowy skupia się na kryzysie 2008 r. - co leżało u jego źródła i jakie były skutki polityki luzowania ilościowego (QE) banków centralnych dla rzeczywistości giełdowej (np. inwestowania pasywnego).Porozmawiamy też o długu. A konkretniej czym jest dług publiczny, jak wpływa na wyceny obligacji i czy kiedykolwiek w historii został spłacony. Nie zabraknie też dyskusji o dolarze. Autor opowie jak "zielony" stał się globalną walutą świata i co towłąściwie znaczy - dla rynków finansowych i nas, naormalnych ludzi.

Insight is Capital™ Podcast
Animal Spirits vs. The Seasonal Rotation Calendar | Brooke Thackray

Insight is Capital™ Podcast

Play Episode Listen Later Jun 23, 2026 64:00


The seasonal clock is ticking — and if history is any guide, the market's most dangerous months are still ahead.In this episode of Insight Is Capital, host Pierre Daillie sits down with Brooke Thackray, Research Analyst at Global X and author of the long-running Thackray Newsletter, for a wide-ranging conversation about what the seasonal calendar is telling us right now — and why the market's gravity-defying melt-up may be masking a set of risks that most investors aren't pricing in. From the FOMO-fuelled rally that erased April's war-driven selloff, to the eerie parallels between today's AI trade and the late-1990s internet bubble, Brooke and Pierre explore the architecture of the current market: who's driving it, what's being ignored, and where the seasonal patterns are pointing for the second half of 2026. The conversation covers the narrowing breadth behind the S&P 500's new highs, the invisible commodity bottlenecks quietly threatening semiconductor production, and the emerging rotation opportunities in gold, Canadian banks, and resource sectors that few investors are discussing. Whether you're managing a portfolio, planning for retirement, or simply trying to make sense of a market that seems to shrug off every risk, this episode offers a grounded, historically-informed perspective on what comes next — and when.Episode Chapters0:00 — Introduction: Markets don't move in straight lines, but they do move in patterns1:45 — SpaceX IPO day, the AI narrative, and the anatomy of a melt-up4:30 — How seasonal patterns set up April's explosive rally — and what was missed6:00 — The invisible supply shock: helium, tungsten hexafluoride, and semiconductor risk8:00 — Sell in May didn't work — why FOMO overrides seasonality in the short term10:00 — Ten stocks driving the index: what market narrowness really signals13:00 — Tracking money flows: how to tell if investors are rotating or leaving entirely15:00 — The fragility of a narrow market and what historically breaks melt-ups21:00 — Cisco, Nortel, and One Cent Cisco: the late-90s earnings playbook and its modern echo24:00 — Utilities, nuclear, data center buildout, and the Gartner hype cycle applied to AI32:00 — The dead zone: August–September as the two weakest months on the seasonal calendar33:00 — Semiconductors, South Korea, NVIDIA earnings, and what could flip the trade38:00 — Supply chain lessons from COVID: why shortages don't heal with a flick of a switch41:00 — Uranium, silver, copper: the commodity super-cycle quietly building beneath the AI wave45:00 — Gold, Canadian banks, and healthcare: where seasonal inflection points are setting up now50:00 — Why gold doesn't trade on geopolitical risk — and what it actually trades on53:00 — The Fed's stealth QE, Kevin Warsh's debut, stagflation risk, and the M2 expansion57:00 — Canadian banks: why foreign investors are buying what domestic investors are ignoring1:01:00 — HAC ETF: how the Global X Seasonal Rotation Fund puts these principles to work #SeasonalInvesting #StockMarket2026 #BrookeThackray #GlobalXETFs #HACETF #MarketSeasonality #InvestingStrategy #GoldOutlook #Semiconductors #AIStocks #NVIDIA #SpaceXIPO #CommoditySuperCycle #UraniumStocks #SilverDemand #CopperShortage #CanadianBanks #RetirementInvesting #SequenceOfReturnRisk #MarketBreadth #FOMORally #SellInMay #FedPolicy #Stagflation #InsightIsCapital #AdvisorAnalyst #ETFInvesting #WealthManagement #InvestmentPodcast #FinancePodcast

Notayesmanspodcasts
Notayesmanspodcast383

Notayesmanspodcasts

Play Episode Listen Later Jun 19, 2026 11:06


This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on early question for tomorrows podcast if you don't mind - “with the global pressures potentially easing, are we likely to see any downward pressure on UK mortgage rates?” Will the UK's Labour government bankrupt the country? Will they force the Bank of England to resume QE in order to contain Gilt yields? Can I assume that oil and gas are flowing unimpeded through the gulf now from the market reaction to the MOU and refilling Europe gas storage is completed

The Wolf Of All Streets
Bitcoin Is About To DEVOUR $300 Trillion - Strive CEO Speaks

The Wolf Of All Streets

Play Episode Listen Later May 31, 2026 32:05


Matt Cole managed a $70 billion Treasury portfolio, had direct access to the Fed and Treasury during QE, called them out for lying about debt monetization to their faces, and then put his entire net worth into Bitcoin. Now as CEO of Strive, he's building what he believes will become a multi-trillion dollar market in digital credit - products like SEDA and STRC that survived a 50% Bitcoin crash with barely a scratch. In this conversation, he breaks down why preferred equity beats convertible debt, how institutions actually want more volatility not less, why most Bitcoin treasury companies launched with no plan and are already selling, and the coming wave of consolidation that will separate the true believers from the tourists. Learn more about your ad choices. Visit megaphone.fm/adchoices

The Julia La Roche Show
#374 Chris Whalen: Fed Policy Losing Efficacy, Rate Hike Coming Anyway, Private Credit Defaults at 6%

The Julia La Roche Show

Play Episode Listen Later May 30, 2026 36:36


In this episode of The Wrap, Chris Whalen reveals bank incomes are up but the real story is the trading side of the house driving earnings, not lending, as deposits grow faster than assets forcing banks into trading operations. He warns private credit default rates have hit a record 6%, nearly 10 times worse than bank default rates, signaling the end of the credit cycle as non-banks now lead lending. Whalen predicts double-digit inflation remains likely, expects QE5 to come despite Warsh's denials since the Fed balance sheet must grow proportionally with federal debt, and argues Fed policy is losing efficacy against external war-driven inflation that raising rates won't fix. He discusses massive housing consolidation and M&A deals coming as mortgage lenders face crushing higher rates, details how private equity is rolling up every service provider imaginable (plumbers, electricians, dentists, oncologists) and "screwing them up terribly," warns TIPS aren't reflecting true inflation, and predicts major housing lender mergers between now and year end. Whalen maintains his thesis that the Fed doesn't control long-term rates and that shrinking the balance sheet would be more effective than raising the Fed funds rate, argues the AI momentum trade is crowded and silly, and expects no action from the Fed in June but potential rate hike language removal from statements. Thank you to our partners at Goldco. Get your free 2026 Gold & Silver Kit at https://goldco.com/thewrap or call 855-573-0817Links:    The Institutional Risk Analyst: https://www.theinstitutionalriskanalyst.com/  The Wrap: https://www.theinstitutionalriskanalyst.com/post/theira847Inflated book (2nd edition): https://www.barnesandnoble.com/w/inflated-r-christopher-whalen/1146303673Twitter/X: https://twitter.com/rcwhalen    Use the code TheWrap2026 for 25% off your first year of The Institutional Risk Analyst https://www.theinstitutionalriskanalyst.com/plans-pricingTimestamps:0:00 Introduction - Bank Income Up, Stocks Sideways01:00 Banks recap5:06 Private credit default rate record 6% - 10x worse than banks6:14 Who's most exposed to private credit losses?7:36 Reversal in low rate environment impact9:39 Kevin Warsh and Fed balance sheet strategy10:01 Double-digit inflation still likely?10:40 What were worst impacts of QE?11:00 Housing was the headline impact of QE12:43 Fed housing subsidy went outside their mandate12:51 Fed is progressive institution out of control13:49 We may be closer to QE5 than Bessent knows15:05 Fed balance sheet must grow with federal debt16:04 New leadership - what about Fed funds rate?16:18 Potential for cut or hike?18:06 Base case still stagflation?20:12 Private equity excess cash looking for yield22:10 Politics of housing affordability daunting23:35 Viewer questions - TIPS24:26 Municipal bond default risk 26:24 Why higher inflation won't drive down gold28:42 AI craziness - momentum market29:31 Trump wanted cuts but prospects disappearing29:54 June FOMC - don't expect action31:20 Fed balance sheet more important than Fed funds rate33:11 Next week - bank report Monday

Late Confirmation by CoinDesk
Arthur Hayes Says Regulation is Irrelevant, Only Fiat Liquidity Moves Bitcoin

Late Confirmation by CoinDesk

Play Episode Listen Later May 26, 2026 15:34


Arthur Hayes from Consensus Miami. BitMEX co-founder and Maelstrom CIO Arthur Hayes took the Consensus Miami mainstage to make a provocative case: crypto regulation is irrelevant to Bitcoin's price performance. Hayes argues that fiat liquidity, not legislation, is the only variable that matters. He breaks down how money printing drove Bitcoin's historic gains, why the CLARITY Act won't move the needle, and where he thinks the crypto community should actually focus its political energy. - Timecodes: 0:00 - Why Arthur Hayes Doesn't Care About Crypto Regulation 02:09 - Bitcoin's Value Proposition: Technology + Fiat Liquidity 04:50 - Obama, QE, and the Birth of Bitcoin 7:48 - Janet Yellen's Reverse Repo and the 200% Bitcoin Rally08:50 - Transformation in Trump's Rhetoric Around Bitcoin 11:12 - Why Regulation Is Irrelevant to Bitcoin's Price 12:10 - The Fed Balance Sheet vs. Bitcoin: The Only Chart That Matters13:16 - The Case for Supporting Open Source Developers

BIGECON 站在巨人肩膀看世界經濟
隼先生怎麼說#EP256|股市創高吸血債市,今年還有美伊、聖嬰、QE、赤字多因素攪局!

BIGECON 站在巨人肩膀看世界經濟

Play Episode Listen Later May 16, 2026 34:37


1:54 債市不意外又新低~ 早說了QE導致債券持續被作賤 3:20 短期因素也有,通膨數據滿江紅添柴火 4:58 看細項數據更難看…CPI之中最不敏感的住房竟然大回升 8:00 PPI從原料、半成品、製成品一路遞延發酵 9:40 今年高機率強聖嬰,肥料、食品後續漲幅不可忽視! 12:47 2/30年公債殖利率,又回到4/5%關鍵水位之上 14:05 30年期公債拍賣利率,睽違19年來重返5%之上! 15:40 2007/2026的相同之處-資金過度集中,房地產/AI強撐經濟 17:50 最大差異:2026還沒有開始升息,先觀察,時間點看下半年 20:20 AI買家外部融資的訊息、升息的討論,將是兩大利空潛在新聞 21:25 升息的機率,還是可以從polymarket找適合的賭盤 23:15 更精確的時間,從真金白銀交易的3-month SOFR期貨來觀察 26:15 比96.36稍低,且再低於25基點,12月是升息可能時間點 29:15 預測: FOMC升息的討論將持續升溫,Q4的投票結果將會接近! 30:40 投資思維,與資金面現實的再次重申 相關文章與圖表: BIGECON | 站在巨人的肩膀上看經濟 -- Hosting provided by SoundOn

Top Traders Unplugged
GM100: Central Banks in the Dark: Inflation, AI, and the Limits of Control ft. David Beckworth

Top Traders Unplugged

Play Episode Listen Later May 13, 2026 64:28


Today, we are joined by David Beckworth, Senior Research Fellow at the Mercatus Center and host of Macro Musings, for a deep dive into the biggest macro questions shaping markets right now. David explains why central banks struggle to respond to supply shocks, why inflation expectations are more fragile than policymakers admit, and how frameworks like nominal GDP targeting could offer a more robust path forward. We explore the collision between geopolitical shocks and AI-driven productivity, the hidden consequences of quantitative easing, and the growing tension between monetary policy and fiscal sustainability. From stablecoins and the future of the dollar to the Fed's balance sheet and financial system plumbing, this episode unpacks the forces quietly reshaping the global economy, and why policymakers may be less in control than we think.-----50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE-----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT's TRUE ? – most CIO's read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.Learn more about the Trend Barometer here.Send your questions to info@toptradersunplugged.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Alan on LinkedIn.Follow David on X.Episode TimeStamps: 00:00 - Stablecoins, financial stability, and uncertain impact01:00 - David Beckworth's path into macroeconomics05:43 - How central banks should respond to supply shocks08:56 - Why policymakers struggle to separate supply vs demand11:58 - Inflation expectations and post-COVID sensitivity14:46 - Are central banks over-reliant on flawed inflation models?18:49 - AI as a positive supply shock: hype vs reality22:00 - Productivity booms, deflation, and policy challenges25:11 - Kevin Warsh, AI optimism, and the Fed's future direction29:33 - QE, QT, and the long-term impact on financial markets33:28 - The “ratchet effect” and why the Fed can't shrink easily37:59 - Liquidity: abundant or an illusion?41:38 - Are markets addicted to central bank liquidity?44:21 - Fiscal dominance and the long-term risk to central banks53:54 - Stablecoins, dollar dominance, and global demand59:10 - Private credit and the evolving financial system01:00:49 - Books, learning, and building a career in macroCopyright © 2025 – CMC AG – All Rights Reserved----PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey:1. eBooks that cover key topics that you need to know about In my eBooks, I put together some key discoveries and things I have learnt during the more than 3 decades I have worked in the Trend Following industry, which I hope you will find useful. Click Here2. Daily Trend Barometer and Market Score One of the things I'm really proud of, is the fact that I have managed to published the Trend Barometer and Market Score each day for more than a decade...as these tools are really good at describing the environment for trend following managers as well as giving insights into the general positioning of a trend following strategy! Click Here3. Other Resources that can help youAnd if you are hungry for more useful resources from the trend following world...check out some precious resources that I have found over the years to be really valuable. Click HerePrivacy PolicyDisclaimer

The Julia La Roche Show
#368 Michael Pento: The i-Shaped Economy Destroying the Middle Class, $2 Trillion Private Credit Bubble, and Why Credit Markets Will Fracture First

The Julia La Roche Show

Play Episode Listen Later May 12, 2026 44:30


Michael Pento, president and founder of Pento Portfolio Strategies (PPS), returns to The Julia La Roche for episode 368 to warn that the three asset bubbles in stocks, credit, and real estate continue growing to unprecedented levels, with total market cap now at 230% of GDP versus a 90% average. He reveals that Powell has quietly printed $170 billion since December in an undeclared QE program, calls Powell's tenure "horrific," and celebrates his departure. Pento explains he's "nervously long" the market using his five-sector inflation-deflation model, currently positioned for stagflation with commodities, precious metals, and energy. He warns that credit markets will fracture first, with private credit now at $2 trillion (bigger than the $1.3 trillion subprime market in 2008), and predicts June redemptions could trigger a death spiral. Pento believes we need a 50% market correction to return to normalcy, warns we could see 15% interest rates like the 1980s but with a far worse debt backdrop, and argues the bottom 80% of Americans are already living in depression-like conditions while crony capitalism enriches the top 20%. He sees two paths forward: voluntary asset price reconciliation or forced hyperinflation leading to currency reset.Links: https://pentoport.com/ https://twitter.com/michaelpento0:00 Introduction - Michael Pento returns after 6 months0:59 Big picture macro view - Bubbles grow bigger2:19 Powell's "horrific tenure" - $4.5 trillion printed3:32 QE program continues - $170 billion since December4:39 Kevin Warsh-led Fed - What changes are coming?5:52 Warsh will punish Wall Street, boost Main Street7:06 Stock bubble metrics - 230% of GDP (average is 90%)8:24 Crony capitalism vs. free market economics9:10 Why capitalism gets a bad name10:01 Home price to income ratio at all-time highs11:01 Disconnect between stock market highs and consumer sentiment lows11:35 Only top 20% doing well - The "i-shaped economy"12:33 AI spending reminds Michael of 1999 tech bubble13:33 Are you confident Kevin Warsh can get us back to normalcy?14:41 What would normal market valuations look like?15:06 Would need 50% correction to return to normal17:05 Wouldn't printing just set us up for more problems?18:57 Either scenario leads to higher rates19:37 Implications of double-digit rates on everything20:38 Are you still nervously long the market?21:19 Michael's not a perma bear - History of market crashes23:02 How dangerous can this bubble be when it bursts?24:03 Michael's 5-sector inflation-deflation model25:14 Precious metals trade - Why only 6% position26:41 Energy thesis - After Iran war27:30 Explaining the 5 sectors - Which is most worrisome?28:25 Stagflation is the base case going forward29:01 Post-recession: $6 trillion deficits, $12 trillion Fed balance sheet29:55 Could we see 15% interest rates like 1980?31:17 What's the end game here?33:21 Are we past the point of no return?34:58 Which bubble bursts first - The epicenter?35:44 Watch credit markets first - Private credit warning36:46 June redemptions could trigger death spiral37:47 Is private credit too big to fail now?38:21 Risk not getting attention - Pressure on middle class40:00 Buy now pay later defaults surging40:29 Bottom 80% living in depression conditions41:18 Preventing tremors creates epic shocks42:48 Has anyone talked about $170 billion of QE since December?43:24 What makes Michael hopeful for the future44:01 Closing thoughts

Pick Up and Deliver
The End (of the game)

Pick Up and Deliver

Play Episode Listen Later May 12, 2026 19:08


Brendan talks about how games end, and recommends five games with compelling endings. Join us, won't you?Skull King (2013)Arkham Horror: The Card Game (2016)Monikers (2015)Escape! The Curse of the Temple (2012)A Study in Emerald (2013)Honorable MentionsRes Arcana (2019)The Adventurers: The Pyramid of Horus (2011)QE (2019)What games do you think have good endings? Share your thoughts over on boardgamegeek in guild #3269.

Game Brain: A Board Game Podcast with Matthew Robinson and his Gaming Group

Ben, Jordan, and Paul convene in their coziest garb to talk about the coziest game of a very cozy 2026: Nippon Zaibatsu!  Well, cozy except for all the vicious area control and internal sobbing. We're talking about all the changes to the OG Nippon from 2015, and Jordan has a very specific and deserved beef to share.  Plus, Tenby, The Treasure Ship of Zheng He, QE, and [insert spooky music] SorrRRrrcery.00:00 Intro03:08 - Sorcery08:42 - Tenby17:32 - The Treasure Ship of Zheng He30:41 - QE + its expansion Commodities40:03 - Inis, Keyside, Fellowship of the Ring - Trick Taking Game44:56 - Nippon Zaibatsu review

So Money with Farnoosh Torabi
1976: Why Women's Sports Might Makes Us All Richer with Tess Waresmith

So Money with Farnoosh Torabi

Play Episode Listen Later Apr 29, 2026 32:22


Qe don't talk about sports a lot on this show. But today, we are—because this is really a story about money.Right now, women's sports are having a moment. Investment is pouring in, media deals are growing, and athletes are finally starting to see bigger paychecks.But this isn't just about what's happening at the professional level.It's also about what it takes to even get in the game. Youth sports are getting more expensive, access is shrinking, and yet the research shows that girls who play sports are more likely to become leaders, earn more, and build wealth over time.So there's a bigger question here: What does this moment mean for women—and our financial future?Today, we're digging into the economics of women's sports, the controversy around athletes like Eileen Gu making bold financial moves, and why this could be one of the most important—and overlooked—wealth stories right now.My guest is Tess Waresmith, investing educator and former athlete, who's connecting the dots between sports, opportunity, and financial power. You can follow Tess on her Substack - Wealth with Tess - here.Learn more about Farnoosh's upcoming literary workshop Book to Brand. Early bird registration is now open! Hosted on Acast. See acast.com/privacy for more information.

TD Ameritrade Network
Thomas Urano: What a Post‑Powell Fed Could Mean for Markets

TD Ameritrade Network

Play Episode Listen Later Apr 28, 2026 7:16


Thomas Urano breaks down the Federal Reserve's latest meeting as markets weigh a hawkish hold amid stubborn inflation and fading rate‑cut expectations. He discusses the growing focus on Fed leadership uncertainty surrounding Jerome Powell and what a potential Kevin Warsh‑led Fed could signal for policy. Urano warns that reduced balance‑sheet support and less forward guidance could increase volatility and force bond markets to operate without the traditional QE backstop.======== 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

Bankless
Has Bitcoin Bottomed? Jordi Visser on AI, Inflation, and Moats

Bankless

Play Episode Listen Later Apr 27, 2026 119:30


Has Bitcoin already bottomed, or are investors still looking at the wrong signals? Jordi Visser joins Bankless to argue that AI is destroying software moats, reshaping inflation, and pushing capital toward scarce assets, with Bitcoin at the center of that shift. We get into his “AI is the new QE” thesis, the scarcity-versus-abundance portfolio, why the S&P may struggle in an AI regime, what a more muted Bitcoin cycle looks like, and where he still sees upside across the rest of crypto. ---

BTN with Ethan Heisler
BANK TREASURERS SEEK SHELTER FROM THE STORM

BTN with Ethan Heisler

Play Episode Listen Later Apr 25, 2026 56:41


In addition to telling Senators this month during his confirmation that he is not a sock puppet, Kevin Warsh insisted that the Fed's balance sheet is too big, is harming the economy, and that his job on Day 1 will be to shrink it back to where it was before anyone had ever heard of QE. But here is a question for the newsletter's fellow bloggers, posters, and readers: how has it hurt the economy? Because, to hear the bank executives who met with investors this month, who were all about optimism and how everything is fine (for now), the harm it is causing is not much in evidence. Certainly, the Fed's balance sheet cannot be as harmful as all the other chaos these days roiling markets, the price of gas, and fertilizer. The newsletter looks at the plan Kevin Warsh would pursue to shrink the Fed's balance sheet and what would need to change to get the job done.Subscribe to The Bank Treasury Newsletter and Podcast at thebanktreasurynewsletter.com for professional Insights and commentary on bank treasury issues, investment portfolio strategy, and more. Listen on Apple Podcasts,Spotify, and Amazon. Follow us on LinkedIn.

The Dividend Cafe
The Latest on the Long Lost Fed

The Dividend Cafe

Play Episode Listen Later Apr 24, 2026 21:02


Today's Post - https://bahnsen.co/4w7lcrl The episode focuses on the Federal Reserve as Jerome Powell's chair term approaches its May 15, 2026 end and President Trump's nominee, Kevin Warsh, nears confirmation. The main hurdle had been a DOJ criminal investigation into alleged cost overruns at the Fed building renovation, which Senator Thom Tillis and other Republicans cited as grounds to pause Walsh's nomination; the attorney general later dropped the criminal probe and referred the matter to the Fed inspector general, clearing the way for Senate Banking Committee action and a full Senate vote. Prediction markets and fed funds futures quickly repriced, with the probability of no rate cuts this year falling to about 62% and a meaningful chance of one cut remaining. David expects Warsh to argue oil is a supply shock outside monetary inflation, prioritize labor-market risks, and pair any rate cuts with tighter balance-sheet policy and reduced QE to improve price discovery and long-run market credibility. 00:00 Fed Returns to Spotlight 01:58 Powell Replacement Timeline 03:20 DOJ Probe and Senate Standoff 04:37 Investigation Dropped Breakthrough 06:52 Markets Reprice Rate Cuts 08:06 Forward Guidance and New Chair Uncertainty 10:43 Warsh Case for Cutting Rates 12:24 Balance Sheet Over Fed Funds 14:02 QE Exit and Fiscal Discipline 16:18 Market Credibility and Reform Hopes 18:18 Wrap Up and Next Week Preview Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Lance Roberts' Real Investment Hour
4-23-26 Can Warsh Reshape the Fed

Lance Roberts' Real Investment Hour

Play Episode Listen Later Apr 23, 2026 45:18


Kevin Warsh's nomination hearing put Federal Reserve reform front and center. His vision challenges long-standing norms, raising key questions about how monetary policy could change—and what it means for markets. What would a Warsh-led Fed mean for interest rates, inflation expectations, and market stability? Lance Roberts & Michael Lebowitz break down the implications. Key topics include: 0:00 - INTRO 1:04 - Kevin Warsh & Fed Reform; Technology at All-time High 5:47 - If You Missed the Rally... 10:32 - Temps in God's Country 11:39 - Odds are Kevin Warsh Will Be Confirmed 12:22 - Misnomer: The Fed is Trying to Bail Out the Dollar 16:02 - All Money is Lent Into Existence 18:29 - Money Supply is Not a Gauge of Inflation 22:09 - Misunderstanding Leads to Poor Investing Decisions 23:19 - When Kevin Warsh Replaces Jerome Powell 24:44 - QE is Reverse-Robinhood 26:40 - Fed Switch from Trimmed PCE for Inflation Metric 28:22 - Fed Communication & Forward Guidance 31:20 - Markets No Longer Pay Attention to Fundamentals 34:39 - Will Warsh Be Able to Make Substantive Changes? 36:17 - Fed Crises & New Chairmen 39:18 - Passive Investing Does a Disservice to Economy 41:05 - The Value Names Don't Have a Lot of Value 43:06 - Passive Investing Creates Mis-allocation of Capital ------- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/MKQ5YTaUNh8 ------- REGISTER for our next Candid Coffee, Saturday, May 16: "Financial Organization Made Simple:" https://streamyard.com/watch/SA6aj2aMdMhf -------- Watch our previous show, "Q&A Wednesday - Ask Us Anything " https://youtube.com/live/yFe9x3vjJn0 ------- The latest installment of our new feature, Before the Bell, "Wait for the Setup" is here: https://youtu.be/0PkDug9qEys ------- Resources Mentioned in Today's Show: "Short Covering Rally Or Is The Bull Market Back?" https://realinvestmentadvice.com/resources/blog/short-covering-rally-or-correction-over/ "Market Lesson: Why Panic Is A Costly Mistake" https://realinvestmentadvice.com/resources/blog/market-lesson-dont-waste-being-bailed-out/ ------- Download Lance's Latest e-book, "Laws of Money & Wealth:"https://realinvestmentadvice.com/ria-e-guide-library/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #StockMarket #InvestingStrategy #MarketOutlook #TechnicalAnalysis #FederalReserve #KevinWarsh #InterestRates #Inflation #MonetaryPolicy

The Real Investment Show Podcast
4-23-26 Can Warsh Reshape the Fed?

The Real Investment Show Podcast

Play Episode Listen Later Apr 23, 2026 45:19


Kevin Warsh's nomination hearing put Federal Reserve reform front and center. His vision challenges long-standing norms, raising key questions about how monetary policy could change—and what it means for markets. What would a Warsh-led Fed mean for interest rates, inflation expectations, and market stability? Lance Roberts & Michael Lebowitz break down the implications. Key topics include: 0:00 - INTRO 1:04 - Kevin Warsh & Fed Reform; Technology at All-time High 5:47 - If You Missed the Rally... 10:32 - Temps in God's Country 11:39 - Odds are Kevin Warsh Will Be Confirmed 12:22 - Misnomer: The Fed is Trying to Bail Out the Dollar 16:02 - All Money is Lent Into Existence 18:29 - Money Supply is Not a Gauge of Inflation 22:09 - Misunderstanding Leads to Poor Investing Decisions 23:19 - When Kevin Warsh Replaces Jerome Powell 24:44 - QE is Reverse-Robinhood 26:40 - Fed Switch from Trimmed PCE for Inflation Metric 28:22 - Fed Communication & Forward Guidance 31:20 - Markets No Longer Pay Attention to Fundamentals 34:39 - Will Warsh Be Able to Make Substantive Changes? 36:17 - Fed Crises & New Chairmen 39:18 - Passive Investing Does a Disservice to Economy 41:05 - The Value Names Don't Have a Lot of Value 43:06 - Passive Investing Creates Mis-allocation of Capital ------- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/MKQ5YTaUNh8 ------- REGISTER for our next Candid Coffee, Saturday, May 16: "Financial Organization Made Simple:" https://streamyard.com/watch/SA6aj2aMdMhf -------- Watch our previous show, "Q&A Wednesday - Ask Us Anything " https://youtube.com/live/yFe9x3vjJn0 ------- The latest installment of our new feature, Before the Bell, "Wait for the Setup" is here: https://youtu.be/0PkDug9qEys ------- Resources Mentioned in Today's Show: "Short Covering Rally Or Is The Bull Market Back?" https://realinvestmentadvice.com/resources/blog/short-covering-rally-or-correction-over/ "Market Lesson: Why Panic Is A Costly Mistake" https://realinvestmentadvice.com/resources/blog/market-lesson-dont-waste-being-bailed-out/ ------- Download Lance's Latest e-book, "Laws of Money & Wealth:"https://realinvestmentadvice.com/ria-e-guide-library/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #StockMarket #InvestingStrategy #MarketOutlook #TechnicalAnalysis #FederalReserve #KevinWarsh #InterestRates #Inflation #MonetaryPolicy

The Peter Schiff Show Podcast
Hank Paulson Warns of Debt Crisis He Helped Create

The Peter Schiff Show Podcast

Play Episode Listen Later Apr 18, 2026 59:03 Transcription Available


Hank Paulson warns of a "vicious" debt crisis — but his only plan is to brace for it, not prevent it. That tells you everything.This episode is sponsored by HIMS. Visit https://hims.com/gold to get a personalized, affordable plan that gets youThis episode is also sponsored by NetSuite. Download Netsuite's free business guide, Demystifying AI, at https://netsuite.com/goldFormer Treasury Secretary Hank Paulson is warning about a "vicious" sovereign debt crisis and urging a break-the-glass emergency plan — but Peter Schiff points out that Paulson himself architected the bailouts and QE policies that made this crisis inevitable, and his only advice now is to prepare for the crash rather than prevent it.Markets hit record highs this week with the Nasdaq up 7% on ceasefire optimism and oil dropping to $83, but Schiff warns the rally is built on the false premise that peace means rate cuts. The Fed's balance sheet has quietly grown over $200 billion in 2026 while M2 money supply expands at 5% year-over-year. Meanwhile, NYC Mayor Manda proposes city-owned grocery stores and taxes on non-resident condos — policies Schiff dismantles as the kind of anti-capitalist thinking that drives wealth creators to places like Panama, which is rolling out the welcome mat for every entrepreneur New York chases away.Chapters:00:00 Show Cold Open00:57 Live From Puerto Rico01:59 War Headlines Fuel Rally04:12 Bitcoin Gold Silver Check07:07 Fed Policy And Real Rates08:54 Producer Prices Reality Check11:09 Paulson Warns Debt Crisis19:09 Panama Versus New York Taxes22:21 How Wealth Gets Created25:42 Fair Share And Job Creation30:03 Wealth Creation Backlash31:52 City Owned Grocery Plan34:11 Profit Motive And Prices39:18 Subsidies And Market Damage43:25 Farm Subsidies And USSR45:36 Taxing Nonresident Condos51:06 Why Profit Builds Cities51:59 Property Tax Critique59:44 Closing Markets And GoldFollow @peterschiffX: https://twitter.com/peterschiffInstagram: https://instagram.com/peterschiffTikTok: https://tiktok.com/@peterschiffofficialFacebook: https://facebook.com/peterschiffFree Reports & Market Updates: https://www.europac.comBook Store: https://schiffradio.com/booksSign up for Peter's most valuable insights at https://schiffsovereign.comSchiff Gold News: https://www.schiffgold.com/news#PeterSchiffShow #DebtCrisis #GoldInvestingOur Sponsors:* Check out Fast Growing Trees and use my code GOLD for a great deal: https://www.fast-growing-trees.com* Check out GhostBed: https://ghostbed.com/PETER* Check out Grammarly: https://grammarly.com* Check out Quince: https://quince.com/GOLD* Check out TruDiagnostic and use my code GOLD20 for a great deal: https://www.trudiagnostic.comPrivacy & Opt-Out: https://redcircle.com/privacy

The Julia La Roche Show
#360 Chris Whalen: Even If We Cut a Deal Today Inflation Is Not Behind Us

The Julia La Roche Show

Play Episode Listen Later Apr 18, 2026 37:11


In this episode of The Wrap, Chris Whalen breaks down what's really driving the rally, why the inflationary impact of the Iran war will stay with us through the end of 2026, and why the Fed's hands are essentially tied regardless of who sits in the chair. Chris also digs into Q1 bank earnings — what the numbers are really saying about credit risk, why most banks are still refusing to disclose their private credit exposures, and why he believes the debt in these deals will ultimately be converted to equity — with retail and institutional investors left holding the bag. Plus: commercial real estate as a long-term drag on cities, the New York pied-à-terre tax as political theater, gold and silver ETF picks, and why Chris says the U.S. equity market would be "comfortable with the devil by lunchtime." Thank you to our partners at Goldco. Get your free 2026 Gold & Silver Kit at https://goldco.com/thewrapLinks:    The Institutional Risk Analyst: https://www.theinstitutionalriskanalyst.com/  The Wrap: https://www.theinstitutionalriskanalyst.com/post/theira826Inflated book (2nd edition): https://www.barnesandnoble.com/w/inflated-r-christopher-whalen/1146303673Twitter/X: https://twitter.com/rcwhalen    Use the code TheWrap2026 for 25% off your first year of The Institutional Risk Analyst https://www.theinstitutionalriskanalyst.com/plans-pricingTimestamps:00:00 - Introduction & kicking off with this week's Wrap 00:52 Markets surging on Iran/Strait of Hormuz news — Chris's initial take02:30 — Why inflation won't go away even if a deal is struck today 04:41 — FOMC outlook — no cuts expected, Fed on hold 05:21 — Trump's threat to fire Powell — why it won't happen and why the approach is backfiring 10:40 — War Powers Act and the 60-day congressional clock — what happens next 11:49 — Q1 Bank Earnings overview — revenue up, credit costs falling, but private credit disclosure disappoints 14:29 — Commercial real estate 16:30 — Housing market 17:24 — New York pied-à-terre tax — politics or policy? 20:16 — CRE as a long-term drag on city tax revenues, not an acute crisis 21:44 — Private credit disclosure — what questions remain after earnings 22:49 — "Private credit will become equity" — Chris explains the mechanics 24:49 — Red Lobster as the perfect example of debt-to-equity conversion 25:08 — Who are the losers? Retail, institutional investors — and some regional banks 25:29 — John Ray III's warning: regional banks are holding the bag on private credit 26:25 — Viewer Q: Trapped Fed — rate cuts, QE, or yield curve control in a stagflation scenario? 28:06 — Viewer Q: Which gold ETFs is Chris buying right now? 29:15 — Viewer Q: Why does the market keep taking Trump's word on Iran? 31:05 — Stocks vs. bonds in inflationary periods — why income assets are the play 32:22 — Is Chris more optimistic than usual? His take on doom and gloom narratives 33:27 — Closing thoughts, where to find Chris, and GoldCo sponsor message

Remnant Finance
E95 - The Truth About Treasuries, Inflation & Your Purchasing Power

Remnant Finance

Play Episode Listen Later Apr 17, 2026 47:19


Book a call: https://remnantfinance.com/calendar Out Print the Fed with a 1% target per week: https://remnantfinance.com/optionsEmail us at info@remnantfinance.com or visit https://remnantfinance.com for more informationFOLLOW REMNANT FINANCEYoutube: @RemnantFinance (https://www.youtube.com/@RemnantFinance)Facebook: @remnantfinance (https://www.facebook.com/profile.php?id=61560694316588)Twitter: @remnantfinance (https://x.com/remnantfinance)TikTok: @RemnantFinanceDon't forget to hit LIKE and SUBSCRIBE_____________________________In this episode, Hans explains the macroeconomic reality most people feel right now. Your purchasing power is quietly declining, and it's not by accident. From the rise of AI replacing real economic value to the mechanics of the national debt, this episode walks through how the system actually works.He explains who we're really in debt to, why the U.S. can't stop borrowing, and how the constant refinancing of trillions in debt creates a self-reinforcing loop. As interest rates rise and more debt comes due, the Federal Reserve and Treasury are left with fewer and fewer options.That leads to one likely outcome: yield curve control. A policy where the Fed steps in to cap interest rates and buy bonds with newly created money. Chapters:00:00 – Opening segment02:27 – Why understanding the Fed actually matters04:18 – Treasuries, global demand, and dollar fear narratives06:52 – AI replacing jobs and collapsing value of labor09:18 – Introduction to the national debt mechanics14:02 – Why rising rates are a massive problem16:48 – The $10 trillion rollover problem explained20:18 – Why the U.S. must keep borrowing (no way out)25:18 – Interest payments and the compounding loop28:42 – The $12 trillion annual borrowing reality31:22 – QE vs Yield Curve Control (key distinction)36:05 – What this means for cash, savings, and bonds37:12 – Impact on gold, Bitcoin, stocks, and real estate39:08 – Practical strategy: protecting and positioning capital45:20 – Closing segmentMost people don't realize their standard of living is being propped up by a system that's changing. If your job can be replaced by cheaper labor or AI, your income is no longer tied to real economic value, and that gap is starting to close.The U.S. doesn't “pay off” its debt. It refinances it. Roughly $10 trillion in debt comes due in a single year, and the government must borrow new money at current rates just to pay back old bondholders.The Fed has limited options left. Cutting spending isn't realistic, raising taxes won't close the gap, and growing out of the debt isn't happening fast enough. That leaves one primary tool.Yield curve control is likely the next move. Instead of controlling how much it buys, the Fed sets a target interest rate and buys whatever amount of bonds it takes to keep rates there.This policy quietly erodes purchasing power. Savings accounts, cash, and fixed-income assets lose ground over time as inflation stays higher than the returns they generate.Hard assets and productive assets respond differently. Stocks, real estate, gold, and Bitcoin tend to rise in nominal terms while the value of the dollar declines.You can't control the system, but you can control your position within it. Understanding how money is created, how debt is managed, and where your capital sits determines whether you keep up or fall behind.

Simply Put
Jeff Lacker on Shrinking the Fed's Balance Sheet

Simply Put

Play Episode Listen Later Apr 17, 2026 50:47


The Fed's balance sheet has swelled from $900 billion in 2008 to just under $7 trillion in April 2026. Policymakers bought up securities to support the economy during the global financial crisis and pandemic, but critics allege the enormous balance sheet boosts inflation and distorts financial markets. If Kevin Warsh tries to reduce the Fed's holdings as Chair, he must contend with the existing regulatory environment and the Fed's ample reserves regime. In this episode, we talk with Jeff Lacker, the former President of the Richmond Fed from 2004-2017, about the theory behind central bank asset purchases, the costs and benefits of QE, and how a Kevin Warsh-led Fed could shrink the balance sheet.

The Peter Schiff Show Podcast
CPI Hits 3.3%, Consumer Sentiment Hits Record Low — Stagflation Is Here

The Peter Schiff Show Podcast

Play Episode Listen Later Apr 11, 2026 44:12 Transcription Available


CPI triples to 0.9%, consumer sentiment hits an all-time low, and the Fed is quietly running QE — stagflation isn't coming, it's here.Gold ended the week at $4,745 with silver at $75.76 and mining stocks up 5%, all buoyed by the Taco Tuesday ceasefire that sent markets surging mid-week. Peter Schiff argues the ceasefire is a win for Iran and that Trump was looking for a way out of threats he could never carry out — but the real story is the inflation data.March CPI came in at 0.9% month-over-month, tripling February's reading and pushing year-over-year inflation to 3.3%. The Fed's balance sheet has quietly expanded by nearly $200 billion in 2026 — quantitative easing in everything but name. Q4 GDP was revised down to 0.5%, making 2025's full-year growth just 2.1% — lower than any year under Biden. Consumer sentiment plunged to 47.6, the lowest reading in the history of the survey. Schiff connects the dots: M2 money supply growing at 5%, a proposed 50% defense budget increase, and a Fed that will be forced to cut rates regardless of inflation all point to a stagflation environment where gold and silver are headed substantially higher.Chapters:00:00 Ceasefire and Market Mood15:20 Inflation Data and Fed QE23:14 Inflation Not The War38:46 Stagflation Bull CaseFollow @peterschiffX: https://twitter.com/peterschiffInstagram: https://instagram.com/peterschiffTikTok: https://tiktok.com/@peterschiffofficialFacebook: https://facebook.com/peterschiffGet more gold & silver now: https://www.schiffgold.com1-888-GOLD-160 (465-3160)Open a T Gold account: https://www.tgold.comOpen a managed account: https://europac.comListen to The Peter Schiff Show: https://schiffradio.comFollow the main channel: https://youtube.com/peterschiff#PeterSchiffShow #Stagflation #GoldInvestingOur Sponsors:* Check out Fast Growing Trees and use my code GOLD for a great deal: https://www.fast-growing-trees.com* Check out GhostBed: https://ghostbed.com/PETER* Check out Grammarly: https://grammarly.com* Check out Quince: https://quince.com/GOLD* Check out TruDiagnostic and use my code GOLD20 for a great deal: https://www.trudiagnostic.comPrivacy & Opt-Out: https://redcircle.com/privacy

SchiffGold Friday Gold Wrap Podcast
CPI Hits 3.3%, Consumer Sentiment Hits Record Low - Stagflation Is Here

SchiffGold Friday Gold Wrap Podcast

Play Episode Listen Later Apr 11, 2026 44:12


CPI triples to 0.9%, consumer sentiment hits an all-time low, and the Fed is quietly running QE — stagflation isn't coming, it's here. Gold ended the week at $4,745 with silver at $75.76 and mining stocks up 5%, all buoyed by the Taco Tuesday ceasefire that sent markets surging mid-week. Peter Schiff argues the ceasefire is a win for Iran and that Trump was looking for a way out of threats he could never carry out — but the real story is the inflation data. March CPI came in at 0.9% month-over-month, tripling February's reading and pushing year-over-year inflation to 3.3%. The Fed's balance sheet has quietly expanded by nearly $200 billion in 2026 — quantitative easing in everything but name. Q4 GDP was revised down to 0.5%, making 2025's full-year growth just 2.1% — lower than any year under Biden. Consumer sentiment plunged to 47.6, the lowest reading in the history of the survey. Schiff connects the dots: M2 money supply growing at 5%, a proposed 50% defense budget increase, and a Fed that will be forced to cut rates regardless of inflation all point to a stagflation environment where gold and silver are headed substantially higher.

Commodity Culture
Silver To New Highs 'In 2026' as 'Highway to Hyperinflation' Dead Ahead: Mark Thornton

Commodity Culture

Play Episode Listen Later Apr 7, 2026 47:50


Earn up to a 4% yield on your physical gold or silver, paid in gold ounces: https://Monetary-Metals.com/CommodityMark Thornton thinks the recent dip in the silver price is a temporary phenomenon, and as the Fed executes stealth QE, debt and deficits spiral out of control, and wartime spending breaks the government coffers, the rise of both silver and gold is inevitable up ahead.Get Your 'Stack Silver Not Fiat' Shirt: https://commodity-culture-shop.fourthwall.com/products/stack-silver-not-fiat-t-shirtFree Hayek book of greatest hits articles from the Mises Institute: https://mises.org/hayek21The Mises Institute: https://mises.orgMinor Issues Podcast: https://mises.org/podcasts/minor-issuesFollow Jesse Day on X: https://x.com/jessebdayCommodity Culture on Youtube: https://youtube.com/c/CommodityCulture

The Julia La Roche Show
#356 Chris Whalen: The Fed Can't Fix This

The Julia La Roche Show

Play Episode Listen Later Apr 4, 2026 37:05


In this episode of The Wrap, Chris Whalen says this selloff is worse than Liberation Day because it's real economic dislocation — not just a market surprise — driven by the Iran war's devastating knock-on effects on energy, chemicals and global supply chains. He says the Fed should do nothing, because this inflation is caused by war not monetary policy and central banks can't fix a sulfur shortage. But he warns QE is coming anyway — "the question is not if, but when" — because Congress refuses to deal with the deficit and the Fed will eventually be forced to monetize the debt. He's been cutting market exposure, raising cash, and buying physical metals on the dip. On private credit he sees a slow-motion trainwreck with a Lehman moment still possible, and says Washington is going to make it worse by ignoring it.Thank you to our partners at Goldco. Get your free 2026 Gold & Silver Kit at https://goldco.com/thewrapLinks:    The Institutional Risk Analyst: https://www.theinstitutionalriskanalyst.com/  The Wrap: https://www.theinstitutionalriskanalyst.com/post/theira826Inflated book (2nd edition): https://www.barnesandnoble.com/w/inflated-r-christopher-whalen/1146303673Twitter/X: https://twitter.com/rcwhalen    Use the code TheWrap2026 for 25% off your first year of The Institutional Risk Analyst https://www.theinstitutionalriskanalyst.com/plans-pricingTimestamps:0:00 - Intro and welcome Chris 01:00 - The Fed should do nothing — you can't fight war inflation with rate hikes 2:39 - Why this inflation is fundamentally different from 2021 3:03 - Powell got it wrong on QE — and Trump totally mishandled the situation 4:12 - The rationale for doing nothing — the dual mandate is the problem 5:12 - Jobs report — 178,000 jobs added, unemployment at 4.3% 8:02 - M2 is expanding — this economy keeps going regardless of policymakers 9:01 - Are we headed for a recession? 10:06 - The John Dizard interview — diesel is the real key to the global economy 12:54 - Even if the war ends tomorrow — damage will take months or years to fix 20:00 - Whalen has been cutting market exposure and raising cash 20:28 - Is this worse than Liberation Day? "I think it is — much more significant" 21:29 - Why gold and silver sold off — Gulf states raising cash 22:41 - What's behind the dollar rebound23:28 - QE is coming — "not if, but when" 25:09 - Viewer Mail: Second and third order impacts of the oil surge on liquidity 26:47 - Viewer Mail: Can private credit break all at once? 28:16 - Viewer Mail: Should I lock my mortgage rate now? 29:05 - Viewer Mail: Rising long-term rates and Annaly — what am I missing? 30:31 - Viewer Mail: What can Treasury do to help private credit? 32:06 - Is it too late to do anything about private credit? 34:07 - What Whalen is watching next week — credit, Treasury market, mortgage rates

MeepleTown
Episode 257 - Top 5 Auction/Bidding Board Games

MeepleTown

Play Episode Listen Later Apr 1, 2026 42:43


In episode 257, Dean and Deron talk their favorite auction/bidding games. If you enjoy our podcast, please consider rating us and giving us a review. If you like our YouTube channel, please consider subscribing. If you have questions you would like us to answer on the podcast, please email us at meepletownmail@gmail.com. To support us further, check out www.patreon.com/meepletown or www.buymeacoffee.com/meepletown9. Join us on Discord: https://discord.gg/uasmBx326h  00:00     Intro 07:53     Top 5 Auction/Bidding Games 38:28     Honorable Mentions ***Spoilers Below*** . . . . . . . . . Dean's Top 5 5. QE (09:17) 4. Biblios (17:04) 3. For Sale (23:28) 2. Ra (28:09) 1. Modern Art (33:20) Deron's Top 5 5. Money (12:31) 4. Nightmare Productions (20:39) 3. High Society (26:16) 2. Ra (28:09) 1. Modern Art (33:20) Thanks for coming down to MeepleTown!

GeekNights with Rym + Scott
Games we played at PAX East 2026

GeekNights with Rym + Scott

Play Episode Listen Later Apr 1, 2026 59:42


Tonight on GeekNights, we talk about the games we played at PAX East 2026, including Spokes, Magical Athlete, The Third Man, Take Time, Tezuma Trick, Big Wave, QE, Catch the Moon, Robokraft, False Kingdom, Juggernaut, Peanuts Talent Show, and John Company 2.0. In the news, there's a Halloween game (not that one, and there's another Mario movie.Related LinksForum ThreadGames we played at PAX East 2026Discord ChatGames we played at PAX East 2026Bluesky PostGames we played at PAX East 2026Things of the DayRym - YUNBYUL BALLET COMPANY Ballet GATScott - How to fold the UNICORN

BTC Sessions
“Single Biggest Risk” Why the Fed Will Break the Economy | Peter St Onge

BTC Sessions

Play Episode Listen Later Mar 31, 2026 72:25


Mentor Sessions Ep. 060: Senior Economist on Gold, Silver, Bitcoin, AI, Oil, and the Dollar Crisis Nobody Is Talking About | Prof Peter St OngeThe dollar took its biggest hit in 50 years — and most people have no idea it happened.Professor Peter St. Onge (Heritage Foundation senior economist, Mises Institute fellow) breaks down exactly why freezing Russian central bank assets was a watershed moment for dollar dominance, what Fed panic over oil prices could do to the economy in 2026, and why Bitcoin is positioned to jump when the current geopolitical storm clears. This is the macro conversation you need to hear right now — no fluff, no hopium, just sharp analysis from one of the best macro minds following the intersection of money, geopolitics, and Bitcoin.You'll walk away understanding why the petrodollar is under real structural pressure, how AI is being weaponized as a narrative tool by global institutions, and what signals to watch for in markets as war, inflation, and dollar credibility collide.⏱️ Timestamps:0:00 – Intro 1:01 – Petrodollar Greeting & Gold/Bitcoin Performance 2:00 – Bitcoin as Hot Money (“Tourists”) 5:35 – Oil Prices Driving Fed Rate Expectations 11:10 – What Happens to Bitcoin When the War Ends 12:35 – Lasting War Effects & Petrodollar Question 13:24 – Is the Petrodollar Actually Dying? 15:08 – Bitcoin as a “Lifeboat” / Dollar Alternatives 18:26 – Freezing Russian Assets – Biggest Dollar Hit in 50 Years 21:31 – Housing Crisis & Mortgage Lock-In 24:53 – The Single Biggest Risk: Fed Panic on Oil Prices 29:54 – QE, Money Printing & Fed Toolkit 38:19 – Kevin Warsh & Hard-Money Outlook 47:42 – Petrodollar Road Signs & Dollar Strength 52:00 – Stablecoins vs Wall Street Banks 54:23 – The WEF's AI Job Loss Narrative 58:00 – AI, Jobs & The Escalator Effect 1:10:20 – Final Thoughts & Where to Find Peter

Macro Musings with David Beckworth
Bill Nelson on the Future of the Fed's Balance Sheet

Macro Musings with David Beckworth

Play Episode Listen Later Mar 23, 2026 55:32


Bill Nelson is a chief research officer and chief economist at the Bank Policy Institute. In Bill's 10th appearance on the show he discusses his infamous email list, the ratchet effect from QE, his congressional testimony, the BPI's Bank Treasurers Survey, how he thinks the Fed should shrink the balance sheet, whether the Fed is profitable, and much more.   Watch the full length video on our new YouTube Channel! Check out the transcript for this week's episode, now with links. Recorded on March 3rd, 2026 Subscribe to David's Substack: Macroeconomic Policy Nexus Follow David Beckworth on X: @DavidBeckworth Follow the show on X: @Macro_Musings Check out our Macro Musings merch! Timestamps 00:00:00 - Intro 00:02:00 - Quantitative Easing Ratchet Effect 00:16:31 - Bill's Congressional Testimony 00:31:12 - BPI's Bank Treasurers Survey 00:37:37 - How To Shrink the Balance Sheet 00:48:44 - The Fed's Profits 00:54:50 - Outro

Secrets To Abundant Living
Volatility Insurance: How to Shield Your Wealth From Economic and Monetary Storms in 2026 Part 1 with Bruce Fraser

Secrets To Abundant Living

Play Episode Listen Later Mar 10, 2026 27:00


What happens when the global financial system begins to strain under the weight of debt, inflation, and geopolitical shifts?In this special episode of the Secrets to Abundant Living Podcast, Amy Sylvis shares a powerful investor-club webinar with macroeconomic strategist Bruce Fraser of Elkhorn Capital Partners. In Part 1 of this two-part series, Bruce breaks down the macroeconomic forces shaping 2026, including rising national debt, central bank behavior, and the long-term implications for inflation and monetary policy.Amy and Bruce also explore how global policy decisions, gold reserves, and shifting financial dynamics may impact investors and the future of wealth preservation. If you want to better understand the economic forces influencing real estate and investing today, this conversation provides an essential foundation. Tune in next week for Part 2 as the discussion continues.Connect with Bruce Fraserhttps://www.linkedin.com/in/bruce-fraser-304120/https://elkhornpartners.com/Connect with Amy Sylvis:https://www.linkedin.com/in/amysylvis/Contact Us:https://www.sylviscapital.comhttps://www.sylviscapital.com/webinarinfo@sylviscapital.com00:00 Intro03:56 Why Macro Matters06:51 Debt Spiral Explained08:10 Sanctions Shift Reserves11:18 QE and Money Printing11:59 Midroll Training Invite12:58 Debt Ceiling Reality19:52 Monetary Reset Talk21:40 Gold Revaluation Idea23:29 Interest and Refinancing Wall25:50 Part One Wrap Up

The Pomp Podcast
Why Bitcoin Volatility Is the BULL Case | Jeff Park & Matt Cole

The Pomp Podcast

Play Episode Listen Later Feb 25, 2026 20:28


Matt Cole is the CEO of Strive Asset Management, and Jeff Park is a Partner & Chief Investment Officer at ProCap Financial. This conversation was recorded live at Bitcoin Investor Week in New York. In this conversation, we break down why bitcoin's volatility doesn't change the long-term story, how institutions think about drawdowns, and what today's Fed policy could mean for bitcoin and other risk assets. We also touch on digital credit, bitcoin-backed yield, and why volatility may actually be one of bitcoin's biggest advantages for long-term investors.=====================Bitget (https://bitget.com/promotion/futures-tradfi?channelCode=regd&vipCode=nkew) is the world's largest Universal Exchange (UEX) (https://bitget.com/promotion/futures-tradfi?channelCode=regd&vipCode=nkew), serving over 125 million users with access to over 2M+ crypto tokens, and TradFi markets such as 100+ tokenized stocks, ETFs, commodities, FX and precious metal like Gold. At launch, users can trade 79 instruments with USDT directly with the App. Users can also enjoy high liquidity and low slippage, while trading these assets with up to 500x leverage. For more information on Bitget TradFi, visit this article (https://bitget.com/support/articles/12560603846859).For more information, visit: Website (https://bitget.com/) | Twitter (https://x.com/bitget) | Telegram (https://t.me/BitgetENOfficial) | LinkedIn (https://linkedin.com/company/bitget-global/) | Discord (https://discord.com/invite/bitget)For media inquiries, please contact: media@bitget.com=====================BitcoinIRA: Buy, sell, and swap 80+ cryptocurrencies in your retirement account. Take 3 minutes to open your account & get connected to a team of IRA specialists that will guide you through every step of the process. Go to https://bitcoinira.com/pomp/ to earn up to $1,000 in rewards.=====================Arch Public is an agentic trading platform that automates the buying and selling of your preferred crypto strategies. Sign up today at https://www.archpublic.com and start your automated trading strategy for free. No catch. No hidden fees. Just smarter trading.=====================0:00 - Intro0:15 - Bitcoin volatility & Kevin Warsh impact4:19 - QE, deflation, & monetary regime change12:09 - The rise of digital credit & why bear markets build institutional track records 18:39 - Bitcoin treasury strategies & yield generation 

Macro Musings with David Beckworth
Raghuram Rajan on the Impact of the Ratcheting Effect of The Fed's QE Program

Macro Musings with David Beckworth

Play Episode Listen Later Feb 23, 2026 61:46


Subscribe to the new Macro Musings YouTube Channel! Raghuram Rajan is a finance professor at the University of Chicago and leads the Group of 30. Previously he was the chief economist at the IMF and the governor of the Reserve Bank of India. In Raghuram's first appearance on the show, he discusses his famous 2005 Jackson Hole speech, how he righted the ship on India's emerging economy, the consequences of zero-sum thinking, the differences between being a policymaker and an academic, the ratcheting effect of QE on the Fed's balance sheet, and much more. Check out the transcript for this week's episode, now with links. Recorded on January 20th, 2025 Subscribe to David's Substack: Macroeconomic Policy Nexus Follow David Beckworth on X: @DavidBeckworth Follow the show on X: @Macro_Musings Check out our Macro Musings merch! Timestamps 00:00:00 - Intro 00:01:58 - Raghu's Career 00:22:20 - Policymaker Versus Academic 00:29:00 - Ratcheting Effect of Quantitative Easing 01:01:06 - Outro

Trading Justice
Trading Justice | Tale of Two Markets: QE, AI & The Labor Reckoning

Trading Justice

Play Episode Listen Later Feb 17, 2026 76:02


The Dow at 50,000 made headlines and even drifted into political theater, but beneath the surface this market is clearly split into two very different trades. The QE rotation continues to power industrials, energy, materials, utilities, and the equal-weight S&P, while the AI trade has stalled, particularly in software, as valuations reset and narratives swirl around CapEx, disruption, and whether the infrastructure cycle has peaked. In this episode, Mark and Matt break down the technical structure behind the divergence. They explain why the S&P continues to stall near 7,000 while RSP trends higher, what the MACD is actually signaling about momentum control, and why strong earnings and record profit margins are not the source of recent weakness. The feature segment then tackles the biggest AI questions investors are wrestling with right now and shifts toward the longer-term labor implications that could reshape the economic landscape.

Get Rich Education
593: Delayed Gratification Becomes Denied Gratification

Get Rich Education

Play Episode Listen Later Feb 16, 2026 46:01


Register here to attend the live virtual event "Why Central Florida is the Year's Most Compelling Housing Market" on Thursday, February 19th at 8pm Eastern. Keith explores how a shift in mindset can change the way you build wealth, why so many new landlords are entering the market, and what recent economic trends could mean for future rents.  You'll also hear how one Florida investor is navigating a changing housing landscape, and learn about a timely opportunity in one of the country's fastest‑growing real estate markets—all without needing to be a hands-on landlord. Resources: Register for the event at GREwebinars.com Episode Page: GetRichEducation.com/593 For access to properties or free help with a GRE Investment Coach, start here: GREmarketplace.com GRE Free Investment Coaching: GREinvestmentcoach.com Get mortgage loans for investment property: RidgeLendingGroup.com or call 855-74-RIDGE  or e-mail: info@RidgeLendingGroup.com Invest with Freedom Family Investments.  For predictable 10-12% quarterly returns, visit FreedomFamilyInvestments.com/GRE or text  1-937-795-8989 to speak with a freedom coach Will you please leave a review for the show? I'd be grateful. Search "how to leave an Apple Podcasts review"  For advertising inquiries, visit: GetRichEducation.com/ad Best Financial Education: GetRichEducation.com Get our wealth-building newsletter free— GREletter.com  Our YouTube Channel: www.youtube.com/c/GetRichEducation Follow us on Instagram: @getricheducation Complete episode transcript:   Keith Weinhold  0:01   Welcome to GRE. I'm your host. Keith Weinhold, the risk of delayed gratification is denied gratification. There's a new wave of landlords. Wages are rising faster than both inflation and home prices. Learn what that's going to mean for rents. Hear the voices of five different Federal Reserve chairs, then GRE announces our biggest event of the year, and you're invited today on get rich education.   Corey Coates  0:32   Since 2014 the powerful get rich education podcast has created more passive income for people than nearly any other show in the world. This show teaches you how to earn strong returns from passive real estate investing in the best markets without losing your time being a flipper or landlord. Show Host Keith Weinhold writes for both Forbes and Rich Dad advisors and delivers a new show every week since 2014 there's been millions of listener downloads of 188 world nations. He has a list show guests include top selling personal finance author Robert Kiyosaki, get rich education can be heard on every podcast platform, plus it has its own dedicated Apple and Android listener phone apps build wealth on the go with the get rich education podcast. Sign up now for the get rich education podcast or visit get rich education.com   Keith Weinhold  1:16   mid south home buyers, with over two decades is the nation's highest rated turnkey provider, their empathetic property managers use your return on investment as their North Star. It's no wonder smart investors line up to get their completely renovated income properties like it's the newest iPhone headquartered in Memphis, with their globally attractive cash flows, mid south has an A plus rating with the Better Business Bureau and 4000 houses renovated, there is zero markup on maintenance. Let that sink in, and they average a 98.9% occupancy rate with an industry leading three and a half year average renter term. Every home they offer you will have brand new components, a bumper to bumper, one year warranty, new 30 year roofs. And wait for it, a high quality renter in an astounding price range, 100 to 150k GET TO KNOW mid south enjoy cash flow from day one at mid southhomebuyers.com that's mid southhomebuyers.com   Corey Coates  2:19   You're listening to the show that has created more financial freedom than nearly any show in the world. This is get rich education.   Keith Weinhold  2:35   Welcome to GRE from the Adriatic Sea to the Atlantic Ocean and across 188 nations worldwide, I'm Keith Weinhold, and this is get rich education. Sometimes we all need a mindset reset, and this can include me. Sometimes. James clear, the author of atomic habits, says there are four types of wealth, financial wealth, which is money, social wealth, which is status, time, wealth which is freedom, and physical wealth, which is health. Be wary of jobs that seduce you with one and two but rob you of three and four. That is to say, be careful with jobs that seduce you with financial and social wealth but rob you of time and physical wealth that is definitely going to happen to you during your life, especially early in your working career. But many people, even most people, they don't do much about this. They just go on and on, selling their soul to their employer for decades. Sometimes paychecks aren't compensation. They're a bribe from an employer to give up your dreams early in your career, delayed gratification actually makes some sense, because you need capital formation, you need down payments, you need dry powder. That is totally fair and the time in your life for delayed gratification. But there's a point that most people miss, the point where delayed gratification quietly mutates into denied gratification. This is huge. Most people miss this inflection point. When is this point in your life? That's when I'll do it later becomes, well, I guess I never did it at all. They look up at what they've got at age 65 and realize that they have a respectable title. They still wear Dockers pants. They have a 401, K that they must start paying tax on, and knees that creak louder than. The front door. Compound Interest hardly outpaces taxes and inflation. That's just going to keep you in one spot, you know, and you're never going to get that time back. There is no do over there. So you need to get to the point where you can be more frugal with your time than your money. Younger people have a harder time adopting this mindset, and that's a little natural, because they have more time and less money. Sooner than later, you must desperately get financially free so that you can simply be your self workaholics, optimize income instead of assets, and you can't let that happen, because labor does not compound and capital does compound, your quality of life will exceed your cost of living when your life is funded by what you own, not by what you do that takes a different mindset. You can either be a conformer or you can build wealth when you invest in real estate that pays five ways. It's like what you're doing is buying future Tuesdays, where you never have to work again and then later, add on future Wednesdays, where you never have to work again because you got the compound leverage instead of the impotent compound interest. I mean, just consider your two and a half million dollar portfolio that is passively doing the same work as someone who sells 40 to 50 hours a week of their life away for 100k in yearly salary. All right, maybe you're thinking, Oh, that all sounds thought provoking, but if you're not engaged on that, it can sound airy and philosophical and even risky. It's sort of like, yeah, you're cueing the acoustic guitar music and slow motion images of someone pensively gazing at a sunset.   Keith Weinhold  7:12   All right, what is the concrete plan? It's not all about mindset. It only starts with mindset. You got to make that actionable. Well, we constantly provide concrete plans for you here on this show, and I've got another concrete plan for you toward the end of the show today. This harkens back to what I discussed with you seven weeks ago, seven episodes ago on the show. That's when I discussed the world's first billionaire, John D Rockefeller and his enduring quote from about 100 years ago, he who works all day has no time to make money. Yeah, that's the quote a little review. What you learned seven episodes ago is that Rockefeller meant, if you spend your life doing tasks, you're never going to rise high enough to own things that pay you for life. The bottom line here is that earning a living is a distinctly different activity than building wealth. That's what we're talking about here.    Keith Weinhold  8:14   Well, there is a new wave of landlords entering the market, and they are reshaping what owning rentals looks like. One survey by rental platform avail of nearly 2000 users. It's really influential. It found that 53% of landlords became landlords in the last five years. So you have a lot of new landlords with the most 17% of landlords entering the market in just the last year, most purchased a property specifically to rent it out, and 1/3 sort of backed into this business by renting out their former residence. Of course, some people want to rent out their former residence today, if they got locked into that sexy owner occupied three and 4% financing from 2022 and earlier, the survey went on to tell us with some really good takeaways here, 72% of landlords manage between one and four units, and this avail survey. I mean, it's just another one that shows that the majority of landlords operate small portfolios, classic mom and pop investors. That one's not too surprising. The top three reasons that landlords gave for entering the rental market, they're pretty interesting. The number one reason for getting into this at 41% of respondents is building long term wealth. Next 33% for generating passive income, and the third most popular one, it's a distant third, it is preparing for retirement at 13% so building long term wealth is the number one reason for getting into this, and that is the right reason. Them when it comes to ownership structure, 64% said that they own the property individually, whether that's through a single member LLC or in their own name, doing it, yeah, individually, rather than with a family member or a business partner. So really, the summary of this terrific, recent avail landlord survey is that if you're just getting started, you're not alone. A lot of people are most own properties solely in their own name, and the number one reason for doing it is to build long term wealth. Now there's another pervasive set of economic trends out there in the broader economy, but it's really a benefit for real estate investors, and that is the fact that wage growth has now outpaced consumer price growth for three years. Yeah, another way to say that is that wage growth has outpaced inflation for fully three years. Yeah, most people just aren't feeling it yet. So you might be taken somewhat aback by that, and why aren't people feeling that wage growth is faster than inflation, the pandemic inflation spike that was so huge, it was like getting hit with a freight train, and then someone tells you, good news, the train has stopped. Yeah, that's nice. You are still lying on the tracks, rubbing your ribs. That's because we're all still absorbing spiked prices for everything from a lumber two by four to a York Peppermint Patty, year over year, wages are up 3.8% and consumer inflation is 3% All right, so wages above inflation, that means things are getting a little more affordable, but both wages and inflation have grown faster than home prices, which have only grown about one and a half percent, and this is all per the BLS in the FHFA, so wage growth Being more than double home price growth. Well, that trend really makes properties more affordable, but historically, they're still not that affordable. Everybody knows that home prices soared until about 2023 that was the turning point, and now wages are in their catch up phase. All right, but what really matters to real estate investors is, when will this wage growth translate to rent growth, historically, big rent growth that lags big home price growth by about two to four years. So you have the big home price growth, big rent growth hits two to four years later, historically. Now, if that holds true, we should finally see substantial rent growth this year or next year. Rent growth has still been pretty soft in the one to four unit space, and even there are rent decreases in the overbuilt apartment space. Future income growth promises to make homes more affordable. Affordability has already improved, with mortgage rates hovering near three year lows. There's one problem, though, that most people overlook, and that is this wage growth has been skewed toward the higher income deciles, renters, especially workforce renters, they don't feel it until later. So this 3.8% wage growth, it's heavier for higher income people, and it's lighter for lower income people. I swear, when there are enriching economic trends, it always hits the higher income people first, and it doesn't trickle down until later. So if you as an investor, are positioned before the rent wave hits, you are surfing, and if you wait to feel it, you're swimming behind the boat. Higher wages should translate to higher rents in the next one to two years. And as far as some other forces, as we all know, the man occupying the oval office in the White House, the President, he wants lower rates. The current Fed Chair isn't so willing to do that. The next one, the one he appointed, Kevin Warsh, who arrives in May. He seems more receptive to lower rates, but it's gonna take a while. It all moves so slow. We have had 16 fed chairs before worsh over 112 years. And look how much of an econ nerd Are you? Are you as bad as me? These voices are in chronological order, and I can name each speaker.   Corey Coates  14:47   You're going to have to live with the fact that forecasts have a range of uncertainty, irrational exuberance.   Corey Coates  14:54   In my opening remarks, I'd like to briefly first review today's policy decision, but   Corey Coates  14:58   first I'll review recent. Economic developments in the Outlook, and we are well positioned to wait to see how the economy evolves.   Keith Weinhold  15:06   If you can name each of those speakers, I would love to give you a free property from gremarketplace.com but I can't quite swing that in order. Those voices are Paul Volcker. He served from 1979 to 87 he was known for crushing double digit inflation by jacking rates to near 20% it was painful medicine, but it worked the next one. Alan Greenspan sir, from 1987 to 2006 that was a long reign, almost 20 years. He oversaw the 90s economic boom, the.com bubble and the early housing bubble. Years so far, Greenspan is the only Fed chair that I have met in person. Then Ben Bernanke, he was the Fed chair from 2006 to 2014 he took the helm right before the 2008 financial crisis. He rolled out QE and emergency lending on an historic scale. In fact, he was nicknamed helicopter Ben because it's like he would print so much money that he just dropped it out of huge sacks, dollar bills in huge sacks, dropping them from an airplane, metaphorically, not literally. Then Janet Yellen, 2014 to 2018 she kind of continued this post crisis normalization, and she was the first woman to chair the Fed and then, of course, Jerome Powell serving from 2018 to 2026 he navigated the covid stimulus, ultra low rates. And then after that, the fastest rate hiking cycle in decades to fight inflation back in 2022 being the Fed chair is the most important job in this economy, and over the decades, there's been more of a movement of the fed into the public eye. You just hear about them more in the media than you used to. But like I touched on last week, it just still doesn't mean as much to real estate investors as a lot of people think, people sometimes look for someone else to come save them, but it's more about you and the choices that you make that's what means more housing supply and demand means more real estate investors have profited during every one of those Fed Chair reigns, which go back almost 50 years from Volcker to today, I think everybody knows that fed chairs don't control property prices, and they don't even control long term interest rates. What's a little paradoxical is that Trump has been vocal about how he wants more affordable home prices, yet at the same time he wants existing homeowners to have their home prices go up, those two things seem to be in tension. They're in conflict with each other. The only way you can possibly get both are through lower mortgage rates. But is he going to see later today you as a GRE follower, you don't have to wait for lower rates income, property still feels less affordable than it did five years ago, because it is that's real but here's the key distinction in what makes real estate investors different from owner occupied homeowners. Affordability isn't about the price of the property, it's about whether the property pays for itself and grows your net worth while inflation does the heavy lifting. Higher prices don't kill investors. Inaction during inflation does you're not buying a say, $350,000 property. You're controlling it with $70,000 while your tenant and inflation do the rest. We do not rely on hope or appreciation. We start with income tax benefits and debt pay down and then leverage appreciation typically happens as well. GRE only succeeds when investors close on properties that perform long term. One bad referral costs us years of trust, so we don't do that. The best question for you really isn't whether property is affordable. The question is whether owning an investment property is better than inflation compounding against you. That's the investor lens today.    Keith Weinhold  19:24   coming up next week on the show here, we're going to discuss apartments. It's been a truly be leaguered sector, where their prices have fallen 2030, and 40% in many markets. We've discussed apartments here on the show a lot before, like with Grant Cardone on episode 264, with Ken McElroy, countless times with me monologuing about apartments. And next week, we're going to talk to a multifamily educator who is known as the apartment King. Later on, a future show, we've got the return of the financial. Firebrand, and lately, the financial comedian Garrett Gunderson, a powerful speaker. That's definitely going to be interesting. As for today, you'll hear a first person account from a Florida resident about why he's moved to Florida and why he invests there. You've heard of this guy before. That's next. I'm Keith Weinhold. You're listening to Episode 593, of get rich education.    Keith Weinhold  20:26   Flock homes helps you retire from real estate and landlording, whether it's one problem property or your whole portfolio, through a 721, exchange, deferring your capital gains tax and depreciation recapture, it's a strategy long used by the ultra wealthy. Now Mom and Pop landlords can 721, the residential real estate request your initial valuation, see if your properties qualify@flockhomes.com slash GRE. That's f, l, O, C, K, homes.com/G. R, E,    Keith Weinhold  21:02   you know, most people think they're playing it safe with their liquid money, but they're actually losing savings accounts and bonds don't keep up when true inflation eats six or 7% of your wealth. Every single year, I invest my liquidity with FFI freedom family investments in their flagship program. Why fixed 10 to 12% returns have been predictable and paid quarterly. There's real world security backed by needs based real estate like affordable housing, Senior Living and health care. Ask about the freedom flagship program. When you speak to a freedom coach there, and that's just one part of their family of products. They've got workshops, webinars and seminars designed to educate you before you invest. Start with as little as 25k and finally, get your money working as hard as you do. Get started at Freedom family investments.com/gre, or send a text. Now it's 1-937-795-8989, yep, text their freedom coach directly again. 1-937-795-8989,   Keith Weinhold  22:13   the same place where I get my own mortgage loans is where you can get yours. Ridge lending group and MLS, 42056, they provided our listeners with more loans than anyone because they specialize in income properties. They help you build a long term plan for growing your real estate empire with leverage. Start your prequel and even chat with President chailey Ridge personally. While it's on your mind, start at Ridge lending group.com that's Ridge lending group.com   Zack Lemaster  22:47   this is rental retirement Zach Lee Masters. Listen to get rich education with Keith bleinhold, and don't quit your Daydream.   Keith Weinhold  23:02   I'd like to welcome in our own in house. GRE investment coach, we haven't had you on the show since November. Welcome in Naresh.   Naresh Vissa  23:11   Kwith, It's a pleasure to be back on the show. Thanks for having me on.   Keith Weinhold  23:16   We're just playing it all casual and comfortable here in house. You were just finishing up, what ice cream or a container of something right before we got started   Naresh Vissa  23:25   here, all done with the ice cream and ready to record the podcast.   Keith Weinhold  23:29   Yeah, all right, keeping cool for our chat. Well, you know you do live in Florida, so you must have your own perspective on the Florida market. You live in the Tampa area, and the reason that that's a germane topic is that's something we've been talking about here lately as really an opportunity, and that is because most of Florida has seen some temporary property price attrition, but yet more population growth is projected. So that's why we feel like that's temporary. But why don't you tell us about what you see on the ground there?   Naresh Vissa  24:07   Keith, I've lived in Florida for 11 and a half years now. That's Tampa, Florida. I like Florida a lot. I moved here December 2014 for similar reasons that many people are moving here today. So I moved to Florida in December 2014 because of no state income tax, because of, at the time, lower cost of living. Florida was one of the states I got hit the hardest during the 2008 financial crisis, or nothing called in a real estate crisis, Florida, Arizona, those few others got hit really, really hard. So Florida at that time was still rebounding from 2008 so I moved for the affordability, the no income tax, of course, the weather better. Weather. And then most places in the Northeast I've lived so weather is a big deal when it comes to real estate and geography as well. These are all different reasons to move to Florida, and these are the reasons why I moved to Florida. I was also single in my 20s, so I was much younger at the time. I was single in my mid 20s, and Florida is very good for that too. For 20 something Gen Z folks today, Florida is definitely a place that they should consider. I moved down here and I fell in love with it. From day one. I got a place living right on the water, a beach. Got beaches everywhere. Florida's tour. And I say all this because these are all enticing features of Florida, for renters, for tenants, for snowbirds. I had never even heard of what a snowbird was until I moved down to Florida, where you have people who literally live here for seven months of the year, and then they live in their home state for five months of the year. So that's generally what it is, seven months in Florida, five months in their home state, which can be the people I know personally are from New York, Connecticut, Illinois, Ohio. The list goes on and on. Basically anywhere that's north of Florida could be considered a snowbird area. So that's another reason why Florida is a very hot market. Now, obviously, during the pandemic, in end of 2020, people started moving to Florida in droves. Part of it was politically, because you didn't have the restrictions that other states had during that crazy time that we lived through. And another part of it was work from home. So similar to me, in 2014 when I became full time work from home, I wanted to move somewhere for all those different reasons that I gave you the total package, and Florida fit that there was maybe one other state that fit the bill, based on everything that I told you, probably one other state. That's it. So Florida fit the bill, and that's why I think Florida is always going to be despite the hurricane prep, Florida is always going to be a destination that people will seriously look at whether you're older, retirement age or younger. Like I said in my mid 20s, single guy Florida is always going to be that destination for all the reasons that I laid out. So with that being said, what does that mean for real estate? What that means for real estate is that there's going to be a constant supply of people coming into Florida, and when there's a constant supply of people coming into Florida, then you can expect real estate prices to at least not decline. We passed, you know, all sorts of bills, including Dodd Frank post 2008 to prevent people from taking out mortgages that they couldn't afford. So now that that's out of the way, when you have a constant supply of people who are able to afford homes, who are able to afford rents, well, that's going to be a constant supply. So that's good for investors, that's good for appreciation. It's good for cash flow. And that's why I'm a huge fan, not just of the state of Florida, but also investing in Florida. And I own real estate in Florida, and you can say that I lucked out, but I bought a property in 2019 and it nearly doubled in value, yeah, when I say doubled in value in a matter of I want to say, like, two years, two and a half years, it nearly doubled in value. So with that being said, Florida, this was a rare cyclical trend when we just saw this huge upswing, rare cyclical trend. But I don't anticipate cycles like this, where you're going to have booms and busts. Moving forward, we haven't seen a bus since 2008 like I said, the the law has been taken care of in that sense, the regulation. I love the state. I've lived in six major cities, but maybe five different states, and Florida is hands down my favorite. That's why I've lived here for what did I say? 11 and a half or 12 and a half years? I don't even remember anymore. It's actually 11 and a half. My roots are here. I now consider myself a Florida person, even more so than the state of Texas, where, which is where I spent 18 years. I have no doubt that I'll surpass 18 or 19 years in Florida, and that this is it, right here. And a major reason is because this is just such a great state. It's free, it's real estate friendly. This is for people who are looking at buying primary residences, not for investment properties. But the governor has put on the ballot this coming election cycle to remove, to abolish the property tax in the state of Florida. So if you own, if you live full time, not a snowbird, not investors, but if you live in Florida permanently, then no more property tax if the vote passes. So that's another huge plus for owning property if you're a permanent resident in Florida,   Keith Weinhold  29:57   yeah, even if the property tax is abolished. Which seems unlikely, you could just tell what the tenor and the temperature of the tax climate and the investing climate is like in Florida, if they're even spearheading such a proposal, and they're a national leader in something like property tax abolition, like they are and Naresh about eight years after you moved there, which would be, what about 2020? 2022, somewhere in there, we had that strong pandemic migration push into Florida. What's happened is that that flow has slowed down. There's still positive net in migration in there in Florida. But the builders, they got ahead of this, and the pandemic migration wave waned, and they had a temporarily overbuilt condition, and they still do now, which is one reason why we've seen prices fall somewhat in most Florida zip codes, and this spells part of the opportunity. So you do have all these new build properties, some of which are vacant, but you have a good chance they're going to get absorbed pretty soon. And there are some obvious advantages to owning new build.   Naresh Vissa  31:11   Well, Keith, there is brand new construction in Florida, like you said. The work started in 2021 and there are homes that have not been sold. I don't want to say, since they were finished building in 2021 they recently finished building in 2025 and these homes could be a variety of reasons. It could be economic related. It could be hurricane related. In Tampa, the Central Florida, we had two horrible hurricanes back to back within a 15 day period, two really bad hurricanes towards the end of 2024 September and October 2024 and people lost their homes. Renters lost their homes. Other people just were freaked out and scared and said, You know what? I don't want to deal with. I've got PTSD from these hurricanes. I'm moving up to Alabama or Georgia or Orlando, you know, somewhere in Central Florida, that's a way. But even that area, you know, the hurricane still made it through to those areas too. People just picked up and said, You know what I'm done with Florida. It's a great state, but I don't want to deal with these hurricanes. And so regardless, whatever the reason, this is a pie, and these are all slices of the pie, I don't know what's been more of a contributing factor than which one has been more than the others. But with that being said, there are tons of properties in Florida, pretty much the entire state of Florida, where, especially new construction properties, are below at the time when they were being built, they're below what they anticipated being listed as. And So Keith, we're having a special webinar this Thursday, talking about these properties because they are discounted properties. They are properties that are selling at tremendous discounts, like I said to when Ground was broken years ago. So join that webinar. Gre, webinars.com gre webinars.com. Again, brand new construction. Many of these properties already have tenants in place. Not all of them, but many of them do already have tenants in place. There are all sorts of incentives that the builder is offering. And there are many builders in that, not just this one that's going to be on the webinar, but in Florida, there are many builders who are offering discounts, rate, buy downs, other incentives, because the home values have fallen somewhat a bit. Why have the home values falling? Because the demand has fallen as well. So again, the next question people might have is, well, if the demand is falling, if home home values are falling, why would I buy the trend is downward. And the answer is, whether it's a stock or any other security, you don't necessarily want to have the FOMO to buy at an all time high, just because everyone else is buying it. And I actually have family members who bought real estate at the peak of 2022 there was FOMO and there was, hey, you know, I need to get a flip, and they're down. They bought peak 2022, and they're down today. Because, look, you can pick any housing market in the country, especially a prime state like Florida. Look at any 30 year period, and you will see that home values are up double digits, even if you look at 2009 when the housing market crashed and we reached something like 10 year bottom in housing, if you look at the 30 year period, well, if someone who bought a house in Florida in, say, 1979 was still way up on their property in 2009 30 years later, we're not buying Bitcoin here where it can go up 30% in one day or go down 30% in one day. We're talking real estate, and real estate has been proven. It's been tested. It's been proven throughout time, not even a 30 year period. I think if you take any 20 year period, you're going to see the same trend of double digit gains, double digit growth. On real estate appreciation. So I'd say, if you're skeptical about Florida, you see these home values, all these discounts, that's the first thing I hear from followers. They say, why are they offering so many discounts? I'm a little concerned about all these discounts and incentives, and I don't know if that's a good thing. Well, I say, Well, I mean, you can buy full price in another state, if you'd like, you know, in California or so you could, you're more than free to buy full price. But we're talking Florida here. We're not talking about West Virginia or Rhode Island, or, you know, Nebraska. We're talking Florida. This is still the land of Mickey Mouse and Minnie Mouse, this is the land of the best beaches in the country. I mean, they there's just no arguing or debating these facts. Florida all the reasons that I stated earlier, is going to continue to be a hot, hot market. So I highly recommend people, if you want to get in on these discounted deals, G R E, webinars.com G R E, webinars.com register for our upcoming online and live special event this Thursday evening at 8pm Eastern Time, 8pm Eastern Time, gre webinars.com you won't want to miss this free, online and live special event.   Keith Weinhold  36:25   When a pound of oranges is on sale or a pound of zucchini is on sale, consumers are often attracted to that sale. Should probably be the same way with you considering adding to your real estate portfolio, and it's funny, when oranges of zucchinis are on sale, no one tries to find fault with it and think that they're rotten inside or something like that. But somehow with real estate or an investment that tends to get scrutiny from people, but these are real discounts that you're getting over buying, say, two years ago, and we're talking about a motivated seller here. And as you know, Naresh, we had the builder on the show last week, the one that's going to be co hosting the webinar with you on Thursday, and he talked to us about buying down mortgage rates to between 3.75% and 4.25% and we're here at a time where the owner occupied rate is six to six and a quarter the investor rate is seven, so you're getting about a three percentage point buy down. That's really the attraction. And Naresh, before I ask you, if you have any last thoughts, yes, again, it is our live event that you can attend from the comfort of your own home, Thursday the 19th, at 8pm eastern in just a few days, here with Naresh and the builder who you heard on last week's show, co hosting a live webinar for Central Florida so inland new build income property. It's free. You're invited, and the benefit of you attending live is that you can have any of your questions answered in real time. You're going to learn more about the Central Florida market and more about the home building process, and you are going to be able to see available new bill property, real addresses, with some of these pretty grand incentives that we've talked about again. GRE webinars.com, any last thoughts? Naresh   Naresh Vissa  38:17   I get a lot of questions about is right now the time to buy? Should I buy later? What's going to happen with real estate? And I know the number one question, or the number one caution our followers are going to have, is, is right now the time is March or April, the time. And I say, look, with real estate, I already gave you the figure that you take any 20 year time period, any 30 year time period, and that's our time horizon here at GRE again, we're not trying to buy bitcoin here and flip it, you know, two days later, we're looking to buy and hold for, I don't want to say forever, but I know my time horizon in general is the full 30 year term, at least for my properties, and some people you know, want 10 or 15 years. That's fine too, but that's the time horizon. It is not one year, two years. We're not flipping new construction properties here in Central Florida. We are looking to buy and hold over the long haul, get some very good, high quality tenants in there, in these new construction properties, so that you, the GRE follower and the investor, can collect your monthly cash flow as well as over that 20 year period, or that 30 year period take part in appreciation as well. We've also talked extensively, Keith in previous episodes about interest rate cuts that the Federal Reserve is going to be doing, and just know this, there's a reason why the builder is offering these incentives where you can get the rates so low, your mortgage rate can be so low, and it's going to take at least a year, even if the Fed goes to zero. I mean, it's going to take mortgage rates a very long time. And to reach that point of getting such low interest rates that you just laid out, so that even makes it more enticing, like, Hey, I basically have a head start on the Federal Reserve because I follow the Fed pretty closely. We don't need to get into those details, but it's looking heavily like they are going to be start cutting again later this year, this summer. So it's looking like they're going to do that, but again, now you can have a head start, because when the Fed starts doing that, and when the mortgage rates fall, then everybody's going to jump in. And what's going to happen to the home values once everybody jumps in, well, they're going to go up. You want to jump in when everybody is not jumping in, and when you can get an amazing deal on these interest rates thanks to the builder buying down your interest rate. So this is a GRE special you can't get these deals. I challenge our followers to go on the internet and try to find better incentives or deals. And what you're going to see on this webinar, on this online, live special event. So gre webinars.com you can join me as well as our special guest. He heads up the builder. His name is Jim. He's going to be on with me. And please join us at grewebinars.com sign up for this free and live online special event.   Keith Weinhold  41:20   These are some great points. There's a lot of anticipation for Thursday, Naresh. We'll see you then.   Naresh Vissa  41:25   Thanks, Keith.   Keith Weinhold  41:32   Oh yeah, a first person account on Florida life and opportunity from our own Naresh nationally, the build to rent model that has been a real success, building single family rentals with the intent that they are rentals. From day one, over 321,000 homes have been built specifically as rentals this way since 2012, and more than three quarters of those in just the last five years. So the build to rent trend is picking up steam. About 1/3 of Americans rent their home, and although the word rental for some people that still conjures up visions of high rises packed with apartments, but a growing number of today's rentals are these freestanding, single family homes and duplexes like we're talking about today, nestled in suburban communities with top notch schools, and that's why a growing number of mom and pop investors have hopped on the build to rent bandwagon. They take less maintenance. It attracts quality tenants who stay longer, and the rentals have changed, but so had the renters. 20 years ago, it felt like tenants had to rent, like they had no choice. Today, you've got more and more tenants that choose to rent. Many of them make 100k to 125k or more. Today, rentals are cheaper than owning for those people, and they're less of a headache. A lot of them don't want to fix things, and you as the owner, don't want to either. That's why new build is attractive. Then, you know, I just sent that great map to our newsletter subscribers about which states saw the most population gain from 2020 to today, the South had more population growth than every other US region combined, which is jaw dropping and within the South, the state with the most population growth since 2020 is Florida, with An 8.9% population gain in that span, narrowly beating out Texas and South Carolina. By the way, even if it weren't for the attractive builder interest rate near 4% these Sunshine State deals could still make sense. New build single family rentals from the 270s new build duplexes, 395 to 420k low insurance rates, positive cash flow, a builder warranty. And it's really even better than that. These properties are centered on Ocala, Florida, which received national recognition as the fastest growing city for this second year in a row. That's according to a U haul report, and Florida is the epitome of investor friendly. Florida is the first state to enact a law allowing law enforcement to immediately remove squatters. It distinguishes them from legal tenants. You might come to the webinar event, perhaps thinking about 80k or 500k that you want to allocate toward property or maybe nothing and you just want to learn at the event you will evaluate realistic opportunities learn how property management is handled, and understand how today's inventory fits into your disciplined, long term strategy that all takes place on. On Thursday the 19th at 8pm Eastern. It's our biggest event of the year, and it is called Why Central Florida is the year's most compelling housing market. One last time for Thursday, it is gre webinars.com, until then, I'm your host. Keith Weinhold, don't quit your Daydream.   Unknown Speaker  45:20   You nothing on this show should be considered specific, personal or professional advice. Please consult an appropriate tax, legal, real estate, financial or business professional for individualized advice. Opinions of guests are their own. Information is not guaranteed. All investment strategies have the potential for profit or loss. The host is operating on behalf of get rich Education LLC, exclusively.   Keith Weinhold  45:52   The preceding program was brought to you by your home for wealth building get richeducation.com  

Conservative Review with Daniel Horowitz
DON'T BUY A HOUSE YET: The 'Supply Shortage' Is a Lie & Prices Are About to Crash | 2/11/26

Conservative Review with Daniel Horowitz

Play Episode Listen Later Feb 11, 2026 58:15


Is America facing a housing crash — or is this the correction we actually need? I sit down with real estate expert Jon Brooks to dismantle the biggest myth in today's economy: We do NOT have a housing supply shortage. Instead, we may be staring at the aftermath of artificially low mortgage rates, COVID-era speculation, government manipulation through QE and FHA loans, and a collapsing demand base. The "housing shortage" is a myth designed to prop up a bubble market. Here is the truth about real estate, the economy, and why you shouldn't buy a home right now. Separately, I cover why it's a mistake for Trump to oppose any budget reconciliation legislation and to own the terrible status quo economy by calling it “golden” and suggesting there is nothing more he wants to accomplish.  Learn more about your ad choices. Visit megaphone.fm/adchoices

X22 Report
[DS] Attempt To Muddy The Waters With Epstein Has Failed,Trump Prepares For Mass Round Up – Ep. 3830

X22 Report

Play Episode Listen Later Feb 2, 2026 89:10


Watch The X22 Report On Video No videos found (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:17532056201798502,size:[0, 0],id:"ld-9437-3289"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="https://cdn2.decide.dev/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs");pt> Click On Picture To See Larger PictureThe [CB] are trying to fight back, Trump continues to counter them by using tariffs. They will never learn. Blue states are feeling the economic pain, they are following the globalist plan and they will fail. Trump is changing the economic calculations. Inflation is below 1%. Trump nominates Kevin Warsh to restructure the Fed. The [DS] is panicking. They tried to trap Trump in the Epstein files, that did not work, the other part of the plan is to muddy the waters but this also failed. Trump is now preparing for mass round ups across the country. DHS is purchasing warehouses to hold the illegals. Trump is leading the [DS] down the path of no return. The insurrection is coming and Trump is preparing the counterinsurgency.   Economy   through this very same certification process. If, for any reason, this situation is not immediately corrected, I am going to charge Canada a 50% Tariff on any and all Aircraft sold into the United States of America. Thank you for your attention to this matter! DONALD J. TRUMP PRESIDENT OF THE UNITED STATES OF AMERICA (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:18510697282300316,size:[0, 0],id:"ld-8599-9832"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="https://cdn2.decide.dev/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs"); https://twitter.com/DC_Draino/status/2016988052317409756?s=20   like he did in my First Term. I am confident that Brett has the expertise to QUICKLY fix the long history of issues at the BLS on behalf of the American People. Brett Matsumoto is a Brilliant, Reputable, and Trusted Economist who will restore GREATNESS to the Bureau of Labor Statistics. Congratulations Brett! https://twitter.com/USTradeRep/status/2017747044350280104?s=20      extensive research in the field of Economics and Finance. Kevin issued an Independent Report to the Bank of England proposing reforms in the conduct of Monetary Policy in the United Kingdom. Parliament adopted the Report’s recommendations. Kevin Warsh became the youngest Fed Governor, ever, at 35, and served as a Member of the Board of Governors of the Federal Reserve System from 2006 until 2011, as the Federal Reserve’s Representative to the Group of Twenty (G-20), and as the Board’s Emissary to the Emerging and Advanced Economies in Asia. In addition, he was Administrative Governor, managing and overseeing the Board’s operations, personnel, and financial performance. Prior to his appointment to the Board, from 2002 until 2006, Kevin served as Special Assistant to the President for Economic Policy, and Executive Secretary of the White House National Economic Council. Previously, Kevin was a member of the Mergers & Acquisitions Department at Morgan Stanley & Co., in New York, serving as Vice President and Executive Director. I have known Kevin for a long period of time, and have no doubt that he will go down as one of the GREAT Fed Chairmen, maybe the best. On top of everything else, he is “central casting,” and he will never let you down. Congratulations Kevin! PRESIDENT DONALD J. TRUMP Warsh has compared Bitcoin favorably to gold as a “sustainable store of value,” indicating a positive view of gold’s role in the financial system.  However, his nomination led to sharp declines in gold and silver prices (e.g., silver fell up to 26% in one day), as markets interpreted him as an inflation hawk who might pursue tighter monetary policy, reducing the appeal of precious metals as inflation hedges.  This reaction stemmed from fears of less dovish Fed actions, which had previously driven gold’s rally amid uncertainty over Fed independence.  Warsh’s broader hawkish stance on inflation aligns with “hard money” principles that could indirectly support gold, but his emphasis on shrinking the Fed’s balance sheet and normalizing policy suggests he prioritizes institutional reform over promoting gold as a standard. Is Kevin Warsh Pro-Sound Money?Yes, Warsh is a strong advocate for sound money principles, emphasizing disciplined, anti-inflationary monetary policy. He views inflation as a “monetary phenomenon” and “a choice” driven by excessive government printing and spending.  As a former Fed Governor, he was often the most hawkish voice, opposing aggressive rate cuts during crises due to inflation risks.  He criticizes the Fed’s “mission creep,” oversized balance sheet, and reliance on quantitative easing (QE), arguing these enable fiscal irresponsibility and distort markets. Warsh calls for “regime change” at the Fed, shifting away from Keynesian models toward rules-based policy that incorporates money supply considerations and reduces interventionism. He stresses credibility, clear rules, and accountability to maintain sound money.   In a 2025 Hoover Institution paper, he advocated scrutinizing monetary policy under a framework that could include constitutional measures for prosperity and idea diffusion. Warsh has been vocal against Powell’s leadership, echoing Trump’s frustrations with high interest rates and calling for “regime change” at the Fed. He has moderated his hawkish stance to support lower rates, arguing AI-driven productivity allows growth without inflation. Credibility and Market Reassurance: Warsh is seen as a “traditional” pick with Fed experience, reassuring investors amid fears of a loyalist appointment that could undermine independence. Trump highlighted Warsh’s ability to deliver lower rates and growth, though some economists note Warsh’s independence could lead to tensions if he prioritizes data over demands. Analysts suggest the pick balances Trump’s desire for cuts with a credible figure. Political/Rights https://twitter.com/EndWokeness/status/2017774819823984722?s=20 Trump Administration Begins Suing Illegal Migrants Who Have Not Self-Deported The Trump administration has begun suing individual illegal migrants for ignoring removal orders and refusing to self-deport back to their home countries, a report says. The administration has filed suit against an illegal migrant living in Virginia, and is seeking $941,114 plus interest, alleging that Marta Alicia Ramirez Veliz has remained in the country despite being told her request for admittance was rejected by a Justice Department appeals panel in 2022, Politico reported. The filing notes that Veliz has refused to pay a $998 per-day fine for the 943 days since she was told to return to her home country, and reveals that Immigration and Customs Enforcement sent her an official notice of her total fine in April. The lawsuit describes Veliz as “an individual and noncitizen residing in Chesterfield County, Virginia,” and does not identify her nationality. source: breitbart.com https://twitter.com/KanekoaTheGreat/status/2017404446230323358?s=20 BREAKING: Disturbing photos in the Epstein files appear to show Prince Andrew on all fours over a woman lying on the ground. https://twitter.com/HansMahncke/status/2017792445979791448?s=20   for everyone, or is connected through some opaque web of professional and personal ties. A supposedly random figure from the squalor of Uganda rises all the way to mayor of New York, only for it to later emerge that his mother is deeply embedded in elite circles. The same pattern shows up again and again. James Comey's daughter just happened to be a lead federal prosecutor on the Epstein case. The judge who presided over the trial of Hillary Clinton's lawyer, the one who helped seed the Russiagate hoax, is married to Lisa Page's lawyer. Page, of course, was involved with Peter Strzok, who is one of the central figures in that same hoax. And to complete the circle, Merrick Garland officiated their wedding. None of this requires conspiracy theories. It requires only acknowledging how small, closed, and self-protecting these elite worlds are. Fix elite incestuousness, and a lot of other problems will disappear on their own. https://twitter.com/KanekoaTheGreat/status/2017734119334232544?s=20 https://twitter.com/KanekoaTheGreat/status/2017474860700877105?s=20   https://twitter.com/CynicalPublius/status/2017762585878069630?s=20 https://twitter.com/KanekoaTheGreat/status/2017694490614763591?s=20   written from Nikolic's perspective. At the time, Nikolic was Gates's top scientific investment advisor. The emails suggest Gates was firing Nikolic in response to marital problems with Melinda. In June 2013, Nikolic emailed Gates and asked if he wanted to go to the “legendary Crazy Horse in Paris” an erotic show, while they were in France. Gates declined, saying he would be too tired and didn't want to take the risk, adding that he might have done it when he was younger. On July 1, 2013, Gates emailed Nikolic: “We should meet on Wednesday to discuss your job. There is going to have to be a transition. I feel very bad about it but I don’t see a way around it.” Nikolic shared these emails with Epstein. Epstein later commented on the Paris erotic show email, writing: “This is pretty bad and might have been the cause of her bad mail in paris.”—apparently referring to Melinda. Nikolic appeared unhappy about being fired while potentially being used as a scapegoat, and he sought greater financial compensation as he prepared to leave and launch his own investment fund. In these emails, Epstein—writing as Nikolic—references alleged knowledge of Gates's extramarital affairs, STDs allegedly contracted from Russian women, and drug use as justification for why Nikolic deserved more money. Taken together, it appears Jeffrey Epstein was drafting or shaping a message for Boris Nikolic that effectively functioned as blackmail, pressuring Bill Gates for financial compensation. It remains unclear whether Nikolic ultimately sent these messages to Gates. However, later emails suggest Gates helped Nikolic launch his next investment fund and maintained a working relationship with him afterward. Epstein later listed Nikolic as a backup executor of his will, indicating the two were close confidants. https://twitter.com/Breaking911/status/2017769194159210784?s=20 Billionaire Reid Hoffman, Who Bankrolled the E. Jean Carroll Lawsuit Against Trump, Is Featured Extensively in the New Epstein Files, Visiting Zorro Ranch and Pedophile Island  Hoffman went to the Island. A man who used his fortune to bankroll a lawsuit against President Donald J. Trump is now featured extensively in the new DOJ-released Jeffrey Epstein documents. The three and a half million documents from the latest – and apparently last – have been released by the DOJ following the approval of the House Resolution 4405, the Epstein Files Transparency Act. Documents from this massive release show the close ties between LinkedIn co-founder Reid Hoffman and the late pedophile. The pair ‘discusses visits to Epstein's infamous private island, his New Mexico ranch, and his New York apartment'. The New York Post reported: “'Reid will spend the night at 71st', according to one email from Hoffman's team included in the latest Justice Department dump of Epstein files, in reference to his Upper East Side townhouse.”   A 2014 memo states that Epstein hosted will have (venture capitalist) Joi Ito and Reid Hoffman on the infamous Zorro Ranch for a weekend. “An email Epstein penned to his assistant Saida Sapieva under the heading ‘Trip to the Island' states: ‘Reid will take a Virgin America Flight from SFO to Fort Lauderdale, departing at 8:20 am, landing at 4:40 pm'. In 2023, Hoffman visited to Epstein's former Caribbean private island, Little St. James, also known as ‘pedophile island', The Post previously reported.” Source: thegatewaypundit.com https://twitter.com/elonmusk/status/2017106848311366064?s=20 https://twitter.com/MikeBenzCyber/status/2017789344103145647?s=20   https://twitter.com/MikeBenzCyber/status/2017772724093849926?s=20     https://twitter.com/elonmusk/status/2017930408650772495?s=20 https://twitter.com/Cernovich/status/2017329765863039432?s=20       Israel had Trump by the balls so much that… Epstein was arrested? Ghislaine Maxwell was arrested? Jean Luc Brunel was arrested? Les Wexner stepped down? NXIVM sex cult ended? And now we're getting those files? These people don't think very hard https://twitter.com/JD_Cashless/status/2017349780922408973?s=20 https://twitter.com/TaraBunner2/status/2017619821634977889?s=20 https://twitter.com/Jordan_Sather_/status/2017399510809645263?s=20 https://twitter.com/TheStormRedux/status/2017789280693735748?s=20 politically. “I didn't see it myself but I was told by some very important people that not only does it absolve me, it's the opposite of what people were hoping – you know, the radical left. Wolff, who's a 3rd rate writer, was conspiring with Jeffrey Epstein to hurt me politically or otherwise…” Don't fall for all the clickbait doomers pushing the anti-Trump narratives. It's all bullshit. Lots of people not looking good though after today's release. Will be interesting to see how this plays out. To muddy the waters is an idiom that means to make a situation, issue, or discussion more confusing, unclear, or complicated—often deliberately. For example: “The politician’s vague statements only muddied the waters during the debate.” It originates from the idea of stirring up mud in water, making it murky and hard to see through. DOGE Geopolitical War/Peace Iran Hits Back At EU: Designates European Armies As ‘Terrorist Entities’ Iran is saying two can play at the West’s game: on Friday the secretary of Iran’s Supreme National Security Council blasted the EU’s decision to designate the Islamic Revolutionary Guard Corps (IRGC) as a “terrorist organization,” warning that Europe’s own militaries would now be viewed through the same lens. “The European Union certainly knows that… the armies of countries that have participated in the European Union’s recent resolution against the Islamic Revolutionary Guard Corps are considered terrorist entities,” Ali Larijani wrote in a post on X. He added bluntly: “Therefore, the consequences of that shall be borne by the European countries that undertook such an action.” However, there’s probably nothing in the way of European military assets for the Islamic Republic to sanction, so this ‘action’ by Tehran will remain largely symbolic. Iran does have assets held in various places of Europe though. EU foreign ministers agreed on Thursday to formally classify the IRGC as a “terrorist organization” and urged member states to implement the designation without delay – after a few longtime holdouts flipped. source: zerohedge.com [DS] Agenda https://twitter.com/rhodeislander/status/2017361344018739231?s=20 https://twitter.com/nicksortor/status/2017331445195211254?s=20   at Place of Worship COUNT 2: 18 U.S.C. § 248(a) (b), § §2(a) – FACE Act: Injure, Intimidate, and Interfere with Exercise of Right of Religious Freedom at a Place of Worship. Full indictment in replies. https://twitter.com/amuse/status/2017755569097003394?s=20 https://twitter.com/RapidResponse47/status/2017426372860190991?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E2017426372860190991%7Ctwgr%5Efafd5c6b893c0c4815868b0fd8490482712f780e%7Ctwcon%5Es1_c10&ref_url=https%3A%2F%2Fwww.breitbart.com%2Ft%2Fassets%2Fhtml%2Ftweet-5.html2017426372860190991 Maxine Waters Incites Violent Leftist Rioters in Los Angeles – Threatens ICE, “We're Going to Fight You Every Inch of the Way” (VIDEOS) Far-left Rep. Maxine Waters (D-CA) was in Los Angeles on Friday, inciting her radical left followers to riot against law enforcement before several were arrested.  Rioters were seen hurling objects at shielded federal agents who pushed back with pepper balls and nonlethal munitions. Via ABC 7: Anti-ICE Rioters Clash with Federal Agents and Local Police Outside Los Angeles ICE Facility Eventually, the rioters moved a dumpster toward the entrance of the ICE detention facility and set it ablaze. Over 100 Los Angeles Police officers reportedly responded in riot gear to quell the violence. Multiple videos circulating on social media show Maxine Waters at the front lines of the riot as leftists were told to disperse for surrounding the federal building, trespassing on federal property, and later assaulting federal officers. After pepper spray was deployed, Waters returned to the front of the riot with a mask and continued leading the insurrection. Waters was seen pulling up to the scene early in the day in a black SUV before stepping out to rally her troops, flailing her arms and leading chants of “ICE Out of LA.” Source: thegatewaypundit.com https://twitter.com/DOGEai_tx/status/2017736355665641700?s=20   Martinez's gang alliance pitch isn't just reckless; it's a calculated distraction from ICE's indiscriminate sweeps that tear families apart over paperwork. Federal law requires deportation for specific crimes, yet bureaucrats weaponize broad mandates to meet quotas. The solution? Enforce existing laws precisely, stop manufacturing crises, and end the performative politics that put both officers and communities at risk. President Trump's Plan https://twitter.com/EricLDaugh/status/2017769322723082564?s=20   constitutional dike, It is so ORDERED” – “Feb. 31” doesn’t exist – LinkedIn shows he liked a TDS post about ICE today – Includes a photo of the kid in the order – Unprofessionally antagonistic language WTF?! This is a JUDGE?! @ElonMusk and @NayibBukele were right all along. We can’t have a saved republic until we mass impeach the courts. H/t @BillMelugin_ https://twitter.com/ElectionWiz/status/2017574838143959310?s=20 https://twitter.com/nicksortor/status/2017636699157811696?s=20       one of the safest cities in America – Likewise, numerous other once very dangerous cities! Republicans, don't let these Crooked Democrats, who are stealing Billions of Dollars from Minnesota, and other Cities and States from all over the Country, push you around. They are using this aggressive protest SCAM to obfuscate, camouflage, and hide their CRIMINAL ACTS of theft and insurrection. They should all be in jail. I was elected on Strong Borders, and Law and Order, among many other things. Thank you to Secretary Kristi Noem. Remember, ELECTIONS HAVE CONSEQUENCES!!! PRESIDENT DONALD J. TRUMP     Federal Government Property. There will be no spitting in the faces of our Officers, there will be no punching or kicking the headlights of our cars, and there will be no rock or brick throwing at our vehicles, or at our Patriot Warriors. If there is, those people will suffer an equal, or more, consequence. In the meantime, by copy of this Statement, I am informing Local Governments, as I did in Los Angeles when they were rioting at the end of the Biden Term, that you must protect your own State and Local Property. In addition, it is your obligation to also protect our Federal Property, Buildings, Parks, and everything else. We are there to protect Federal Property, only as a back up, in that it is Local and State Responsibility to do so. Last night in Eugene, Oregon, these criminals broke into a Federal Building, and did great damage, also scaring and harassing the hardworking employees. Local Police did nothing in order to stop it. We will not let that happen anymore! If Local Governments are unable to handle the Insurrectionists, Agitators, and Anarchists, we will immediately go to the location where such help is requested, and take care of the situation very easily and methodically, just as we did the Los Angeles Riots one year ago, where the Police Chief said that, “We couldn't have done it without the help of the Federal Government.” Therefore, to all complaining Local Governments, Governors, and Mayors, let us know when you are ready, and we will be there — But, before we do so, you must use the word, “PLEASE.” Remember that I stated, in the strongest of language, to BEWARE — ICE, Border Patrol or, if necessary, our Military, will be extremely powerful and tough in the protection of our Federal Property. We will not allow our Courthouses, Federal Buildings, or anything else under our protection, to be damaged in any way, shape, or form. I was elected on a Policy of Border Control (which has now been perfected!), National Security, and LAW AND ORDER — That's what America wants, and that's what America is getting! Thank you for your attention to this matter.   PRESIDENT DONALD J. TRUMP he will use DHS/ICE and, if necessary, the US MIL to protect federal property. It sounds like Trump knows something is coming. It sounds like the Dems want DHS/ICE to get caught up in policing these riots, hoping more of their deranged followers take it too far and get shot. Trump is instead going to hold and force local Democrat politicians to police their own riots, or agree to work with him. And if the Dems choose to not police these riots, they will force Trump to use the US MIL to suppress the chaos.  https://twitter.com/unseen1_unseen/status/2017334056292143173?s=20 https://twitter.com/StephenM/status/2017585812599087241?s=20   EXCLUSIVE: Atlanta Field Office Special Agent in Charge Allegedly Removed For Slow-Walking Election Fraud Investigation  Reports are emerging on social media that Paul Brown, the FBI Special Agent in Charge at the Atlanta Field Office, was “forced out of that job earlier this month,” according to MSNOW's Ken Dilanian. According to MSNOW, Brown “was forced out this month after questioning the Justice Department's renewed push to probe Fulton County's role in the 2020 election” after “expressing concern” about “unsubstantiated allegations of voter fraud” in Fulton County. Source: thegatewaypundit.com https://twitter.com/TheStormRedux/status/2017632517596045581?s=20      of evidence that the judge authorized us to collect. And what we're gonna do next is go through the voluminous amounts of information collected and continue our investigation. At this point there's not much more I can say publicly because we have to go through a lot more material. But it was predicated on a finding of probable cause by a judge in Georgia.” Time for people to go to jail! We all watched it stolen in real time, and we're all still pissed off about it! https://twitter.com/TheStormRedux/status/2017201516768026738?s=20  the election safe, and she's done a very good job. And as you know, they got into the votes. You've got a signed judges order in Georgia and you're gonna see some interesting things happening.” We've waited a long time for this. Let's get it. https://twitter.com/JoeLang51440671/status/2017668286196932654?s=20 https://twitter.com/Rasmussen_Poll/status/2017631484908024035?s=20     (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:13499335648425062,size:[0, 0],id:"ld-7164-1323"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="//cdn2.customads.co/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs");

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Macro Musings with David Beckworth
Scott Sumner on Monetary Policy Confusion in Our Current Policy Debates

Macro Musings with David Beckworth

Play Episode Listen Later Feb 2, 2026 65:14


Scott Sumner is the Ralph G. Hawtrey Chair Emeritus of Monetary Policy and the founder of the Monetary Policy Program at Mercatus. Scott returns to the show, to discuss his life post Mercatus, nominal GDP counterfactuals of the pandemic and the Great Financial Crisis, the role of QE in inflation, the fears about Fed independence, and much more. Check out the transcript for this week's episode, now with links. Recorded on January 15th, 2025 Subscribe to David's Substack: Macroeconomic Policy Nexus Follow David Beckworth on X: @DavidBeckworth Follow the show on X: @Macro_Musings Check out our Macro Musings merch! Subscribe to David's new BTS YouTube Channel  Timestamps 00:00:00 - Intro 00:01:34 - Scott's Life Post Mercatus 00:05:28 - Nominal GDP Targeting 00:19:53 - Quantitative Easing 00:38:28 - Fed Framework Review 00:42:36 - Fed Independence 01:04:33 - Outro

Macro Musings with David Beckworth
Tyler Muir on How to Understand the Fed's Quantitative Easing

Macro Musings with David Beckworth

Play Episode Listen Later Jan 26, 2026 55:43


Tyler Muir is a professor of finance at UCLA. In Tyler's first appearance on the show, he discusses how he became a leading scholar on quantitative easing, what things the Fed can learn in responding to crises, why QE matters, how QE transformed the bond market, the new "Tyler Rule", QE's role in the COVID Pandemic, and much more. Check out the transcript for this week's episode, now with links. Recorded on January 8th, 2025 Subscribe to David's Substack: Macroeconomic Policy Nexus Follow David Beckworth on X: @DavidBeckworth Follow Tyler Muir on X: @TylerMuir Follow the show on X: @Macro_Musings Check out our Macro Musings merch! Subscribe to David's new BTS YouTube Channel  Timestamps 00:00:00 - Intro 00:01:33 - Tyler's Background 00:08:36 - Financial Crisis and Risk Premium 00:14:40 - Intermediaries and Asset Prices 00:22:18 - QE and Why It Matters 00:28:40 - QE and the Bond Market 00:32:38 - The Tyler Rule 00:37:51 - When Selling Goes Viral 00:41:01 - QE During COVID 00:49:26 - Shrinking the Fed's Balance Sheet 00:55:03 - Outro

Palisade Radio
Chris Rutherglen: Why Gold Has ‘More Room To Run Higher’ | The Case For $24.000 Gold & $840 Silver

Palisade Radio

Play Episode Listen Later Jan 26, 2026 50:32


Stijn Schmitz welcomes Chris Rutherglen to the show. Chris Rutherglen is PhD Scientist/Engineer, Level 3 CFA, and publisher ‘The Gold Investor Research’ Substack. Chris provides a comprehensive analysis of gold and silver market cycles, utilizing a scientific approach to forecasting price movements. He explains that gold typically moves through distinct cycles, with particular focus on the current “rate cut period” and potential future “quantitative easing (QE) period”. Using sophisticated analytical tools, he tracks gold’s price movements relative to the Federal Reserve’s interest rate changes and monetary supply. Rutherglen suggests gold is approaching its fifth intermediate cycle high, with a potential target range of $4,900 to $5,200. However, he believes the market may extend to a sixth intermediate cycle, potentially reaching around $6,700. Looking further ahead, he proposes a more dramatic long-term projection of gold potentially reaching $24,000 in the 2030s, based on historical debt-to-money supply ratios. For silver, Rutherglen applies similar analytical methods, projecting potential prices around $840, though he emphasizes these are speculative estimates based on current monetary trends. He notes that silver’s current price, while seeming high, is relatively consistent with historical inflation-adjusted prices. Chris highlights several key indicators for tracking these cycles, including call and put option volumes, central bank purchases, and the relationship between gold prices and moving averages. He stresses that a true QE period would likely require significant economic stress, prompting substantial monetary intervention. His analysis suggests the current gold bull market still has potential room to grow, with the most significant gains potentially occurring during the future QE period. Rutherglen recommends investors remain attentive to economic indicators and be prepared for potential market shifts. Listeners can find more detailed analysis on his Gold Investor Research Substack, where he provides weekly updates and in-depth reports on precious metals market cycles. Timestamps: 00:00:00 – Introduction 00:00:51 – Gold Cycle Position Overview 00:06:11 – Rate Cut Period Dynamics 00:08:16 – Mid-Cycle Level Explained 00:12:40 – Government Debt Impact 00:18:04 – Sixth Intermediate Cycle 00:22:25 – Market Indicators Analysis 00:25:35 – Gold Price Targets 00:30:18 – Options Volume Insights 00:33:21 – East-West Gold Flows 00:36:05 – Central Bank Purchases 00:37:48 – Bull Run Projections 00:40:06 – Silver Price Analysis 00:48:01 – Concluding Thoughts Guest Links: Substack: https://giresearch.substack.com X: https://x.com/CRutherglen Chris Rutherglen is a private investor whose primary occupation is in science & engineering with a focus on novel semiconductor devices for microwave and mm-wave applications. He began investing in the precious metal space in 2003 and has done well following a value-oriented investment approach. Although he has never been employed in the finance/investment field professionally, he did complete level 3 of the Chartered Financial Analyst (CFA) program in 2011. Chris has a BS in physics from the California Institute of Technology and a Ph.D. in Electrical Computer Engineering from the University of California, Irvin

Get Rich Education
587: Play to Win: Stop Waiting for "Perfect Conditions"

Get Rich Education

Play Episode Listen Later Jan 5, 2026 36:48


Keith explores why the real goal of building wealth isn't luxury—it's protecting yourself from the emotional and practical pain of money stress.  You'll hear how owning the right kinds of assets can change your lifestyle options over time, and why waiting on the sidelines can quietly erode your financial future. Keith also pulls back the curtain on a major, often overlooked force that has helped keep real estate values resilient for years, and what that means for anyone thinking about adding more property to their portfolio.  Finally, you'll get a sense of the kinds of opportunities and strategies listeners are using right now to move from just getting by to playing to win in their wealth building journey. Episode Page: GetRichEducation.com/587 For access to properties or free help with a GRE Investment Coach, start here: GREmarketplace.com GRE Free Investment Coaching: GREinvestmentcoach.com Get mortgage loans for investment property: RidgeLendingGroup.com or call 855-74-RIDGE  or e-mail: info@RidgeLendingGroup.com Invest with Freedom Family Investments.  For predictable 10-12% quarterly returns, visit FreedomFamilyInvestments.com/GRE or text  1-937-795-8989 to speak with a freedom coach Will you please leave a review for the show? I'd be grateful. Search "how to leave an Apple Podcasts review"  For advertising inquiries, visit: GetRichEducation.com/ad Best Financial Education: GetRichEducation.com Get our wealth-building newsletter free— GREletter.com or text 'GRE' to 66866 Our YouTube Channel: www.youtube.com/c/GetRichEducation Follow us on Instagram: @getricheducation Complete episode transcript:   Keith Weinhold  0:01   Welcome to GRE I'm your host. Keith Weinhold, more important than building wealth is avoiding poverty. It's backed up by research. Learn about a force that constantly gives a boost to real estate values that you probably haven't considered before, and own assets or get left behind. I discuss a plan for doing it today on get rich education.   Speaker 1  0:29   Since 2014 the powerful get rich education podcast has created more passive income for people than nearly any other show in the world. This show teaches you how to earn strong returns from passive real estate investing in the best markets without losing your time being a flipper or landlord. Show Host Keith Weinhold writes for both Forbes and Rich Dad advisors and delivers a new show every week since 2014 there's been millions of listener downloads of 188 world nations. He has a list show guests include top selling personal finance author Robert Kiyosaki. Get rich education can be heard on every podcast platform, plus it has its own dedicated Apple and Android listener phone apps build wealth on the go with the get rich education podcast. Sign up now for the get rich education podcast, or visit get rich education.com   Corey Coates  1:14   You're listening to the show that has created more financial freedom than nearly any show in the world. This is get rich education.   Keith Weinhold  1:30   Welcome to GRE from Dar es Salaam Tanzania to Darlington, South Carolina, and across 188 nations worldwide. I'm Keith Weinhold, and this is get rich education the voice of real estate investing since 2014 and it's a new year, part of the reason why you need to build durable wealth for yourself is actually not to be wealthy. It's really to avoid a lack of wealth. It's in order to pad yourself against poverty. Now, shortly, I want to talk to you more aspirationally if you are or soon plan to make 500k per year or more.    Keith Weinhold  2:15   But first, there are a number of studies that show that beyond a certain level, more wealth barely increases your happiness level. In fact, if you ask many people, they say that doubling their income or doubling their net worth is what they really want, like, that's their goal. Like, in their mind, that's the benchmark in which they've made it. And you know what, when they double their income, though, then they want to double it again. They think that that is the next benchmark. So there can be this endless amount of wanting, because once you've doubled, you just want to keep doubling. But what's really more important is padding against money problems, because if having a little more doesn't change your happiness much, well, it's poverty that can really diminish a level of happiness and fulfillment in your life. So money problems don't just hurt your wallet. They actually hurt your emotions. And this isn't just some motivational poster idea, the statistics are clear. Multiple studies show that when money is scarce, when paying the regular bills feels like a monthly street fight, people report more sadness, more worry and even depression, not just sometimes, but constantly. The reality is that about 71% of Americans say that money is a major source of stress. My gosh, more than seven out of 10. So that's not a fringe category. That's the norm that say money is a major source of stress. Another study found that 42% of adults say money negatively affects their mental health. So close to half of the people walking around you right now feel emotionally beat up by their financial situation, and the gap gets even wider when you compare groups, when people experience serious financial hardship, nearly half, 49% show signs of depression among people without any financial hardship, only about 11% of that group show signs of depression. And Northwestern Mutual did an extensive study on all this. So it's not just a small difference, it's a completely different emotional reality, almost like two separate worlds. To put it plainly. For you, money will not guarantee happiness, but a lack of money can absolutely fuel sadness, and this matters. Because financial confidence isn't just about dollars. It's about dignity. It's about feeling like you're able to breathe, and it's about believing that your future can be bigger than your past. I mean, the research also shows the relationship flows in both directions. Money stress can make mental health worse, and poor mental health can make financial decision making harder. So it's sort of this loop, this cycle. And what breaks the cycle? It's not luck. It's not hoping the economy magically fixes all of its problems. It is going on offense, taking steps that build security instead of surrender, for most people, that turning point comes when they start owning assets, not just paying bills. It comes when money stops being a source of fear and it starts being a tool. Because though we focus on real estate investing here at GRE but ultimately it is a lifestyle improvement show. And before we're done today, I'm going to talk about what you can actionably do to go on offense. Now, what if you already have a higher income, or you expect to make a high income in the near term, if you're earning roughly $500,000 per year or more, and you value time efficiency in making sure that you don't live a rough quality of life. You are on the threshold of a tier that helps ensure that you can avoid some misery. Yes, there is a step change here that can help ensure you have a higher standard of living. Do you know what I might be talking about? Any idea 500k of income is where it begins now. It's only beginning here. At this point, to make sense, where you tilt into starting to fly private instead of flying commercial. Yeah, private flights. Now your situation is going to depend on more than just the income. It's whether or not you're single or you have kids and more, but it's at this income level where you can start to cover a $10,000 flight without biting into your essential living expenses. It's most justifiable when your time savings or your productivity gains translate into real value. I'm talking about things like business deals, meetings and schedules and the benefits of flying privately are pretty significant. Time efficiency is the real superpower here, drive up to the plane, wheels up in minutes. The flexibility is there. You can leave pretty much when you want. You can change your flight plans mid trip if you need to. You get access to smaller airports. That means you can land closer to your final destination and skip big city traffic congestion. You've got privacy and security, no crowds, no TSA stuff. You've got quality of experience, comfort, quiet cabins, custom catering, no competing for overhead bin space. Now even affordable private is still pretty expensive. It is substantially more than first class commercial seats, and I have had limited experience flying private, but at 500k of income, flying private can still feel like a stretch, even though it's doable for you, a more comfortable range is a million dollars or more of annual income, that's when private flights feel much easier to justify for business or lifestyle. Now, with $2 million of annual income or more, most heavy private flyers live here in this range, the $2 million plus income level, they can charter, they can fractionally own, or they can use memberships, all with less stress. When you earn this much, and if you're ultra high net worth, we're talking about $5 million worth of income plus or $20 million worth of net worth plus, well, then private flying is really commonplace. This is where you often have a personal jet, concierge services and flexibility on demand. So as the first episode of the year here, I want to give you some opportunity to dream and goal set. Yeah, you need to stretch out and give space to your aspirations sometimes, and this is a good time to do that, really, though, a more important reason for increasing your income and net worth is that it helps you avoid the discomfort of poverty. But yeah, come on, if nothing else, can you believe that before every commercial flight you have to hear that nonsense about how to inflate a raft if you're. Plane crashes in the water, or you could use your seat as a personal flotation device. Come on your seat. Can't even support your back for a three hour flight. If there's ever been a reason to invest Well, it's so that you never have to hear that stuff again before every flight chase    Keith Weinhold  10:19   last week here on the show, you'll learn more about how stable real estate prices are, why prices have never crashed in your entire life, and also why they can't double in one year. Real Estate is too slow moving 30 days between you making your offer and you closing the deal, that's actually considered pretty fast. In fact, if national home prices ever crash, I will legally change my first name to Fabrice, yes, Fabrice, I would also do that if they doubled in a year. It is almost impossible for either of those things to happen. You learned about how these things have not happened in your entire lifetime on last week's show, yes, even in 2008 in the last 85 years, nominal home prices have risen every single year, except seven of them now. Why is that? Why are the prices of US housing so resilient and just keep going up up up, almost inexorably? Well, it's actually more than just the main well documented reasons that you know about and that we've talked about here. It's about more than these attributes, like population growth, household formation, wage growth, inflation, eroding the currency and land scarcity in desirable areas beyond all of those, one reason that home values just keep going up, up up and are expected to rise again this year is something that We have not discussed yet, and that is government intervention? Yes, in the US and a lot of world places, housing is not a free market. We have a free ish market that sort of comes with training wheels and support animals. Think about how the government helps ensure that home prices stay propped up even through most recessions. We're talking about attributes like ever expanding loan access and mortgage interest deductibility. Then there's depreciation in write offs for investors like us and property tax structures that lag market value when loans have lower down payment requirements or a lowering of credit score requirements and ever expanding loan limits in terms of dollar amounts, well, that increases the demand for those that have the capacity to pay, and it nudges up prices even more incentives, like deducting your mortgage interest in tax depreciation when you don't even have a real expense, but yet you get to write it off anyway. It all heaps on the government driven demand for real estate Now none of these individual things, these government interventions, raise prices overnight, they increase demand structurally. There's evidence that the government is doing even more in recent years to prop up housing demand than they have in the past. This is increasingly a propensity to not let housing fail like it did in 2008 I mean, just look at covid During 2020, and 2021, what a glaring example of how government will prop up home values and not let them fall down if you lost your job during covid. Oh, we'll give you mortgage loan forbearance. That's where you could skip. Oh, just say nine monthly payments, and then you can just tack those nine payments onto the end of your 30 year loan and make those payments decades from now. There was a foreclosure moratorium in effect then too, so you've got forbearance and low rates and stimulus checks and a ban on foreclosures. Well, all of that helped borrowers make payments, and that supported home price growth. There was no fire sailing, really, that could have taken place then, and you will recall that during that time period, in fact, the year 2021 national home prices soared 19% so housing is not a completely free market. You really don't have to look very far to know that. I mean, Fannie Mae and Freddie Mac are both still government sponsored and still in conservatorship. And here's the thing, so far, I've only talked about how government has propped up the demand side. Side of the market. I've only talked about half of it. Don't forget the sometimes unintentional supply restriction the governments induce as well keeping housing supply in check. Well, that helps drive price appreciation. I'm talking about the zoning spaghetti that new homebuilders have to navigate through the permit purgatory, minimum lot sizes that can seem larger than some European countries, environmental reviews that last longer than the movie Avengers. Endgame was that a three hour, two minute movie, all of these roadblocks limit new housing supply that makes it harder to build. So governments provide an ever present tailwind to housing values by both boosting demand and by crimping supply. Government amplifies these forces, sometimes intentionally and sometimes unintentionally, but the result is the same propping up housing values. If all these years since coming out of the Great Recession have shown us anything, and the 2020 pandemic reinforced it, it is to either own assets or get left behind. You've got to own assets or you will be left behind, and that's whether you're trying to stay away from poverty, like I talked about at the top of the show, or whether you're aiming to fly private instead of commercial, something more aspirational, really. That's the lesson I've got more straight ahead here. There will only ever be one get rich education podcast episode 587 and you're listening to it.    Keith Weinhold  16:43   You know, most people think they're playing it safe with their liquid money, but they're actually losing savings accounts and bonds don't keep up when true inflation eats six or 7% of your wealth. Every single year, I invest my liquidity with FFI freedom family investments in their flagship program. Why? Fixed 10 to 12% returns have been predictable and paid quarterly. There's real world security backed by needs based real estate like affordable housing, Senior Living and health care. Ask about the freedom flagship program. When you speak to a freedom coach there, and that's just one part of their family of products, they've got workshops, webinars and seminars designed to educate you before you invest. Start with as little as 25k and finally, get your money working as hard as you do. Get started at Freedom family investments.com/gre, or send a text. Now it's 1-937-795-8989, yep, text their freedom coach directly again. 1-937-795-8989,   Keith Weinhold  17:54   the same place where I get my own mortgage loans is where you can get yours. Ridge lending group and MLS, 42056, they provided our listeners with more loans than anyone because they specialize in income properties. They help you build a long term plan for growing your real estate empire with leverage. Start your prequel and even chat with President chailey Ridge personally while it's on your mind, start at Ridge lending group.com that's Ridge lending group.com   Dana Dunford  18:27   this is hemlane's co founder, Dana Dunford. Listen to get rich education with Keith Weinhold, and don't quit your Daydream. You Keith,   Keith Weinhold  18:45   welcome back to get rich Education. I'm your host. Keith Weinhold, we're talking about new angles with respect to how the future belongs to asset owners. Every year, people say, This is my year, but only a few actually take the action to back that up and make it come true. One thing that I've learned is that people love saying, I want an opportunity, but what they really want is certainty. Unfortunately, certainty only shows up after opportunity is gone. History is full of people who walked past moments like this now owning more of an asset like real estate today, and instead they just look and say, Oh, it's probably nothing. Well, what about alternatives? What's your employer's plan for you? I mean, really, what's a typical employer's plan for employees spend 40 years here at this desk, and I guarantee that you'll become moderately comfortable with a nice 401K balance that you can start withdrawing from by the time you're age 65 at which time you'll start paying taxes on it too. So really, that's it. That's their plan for you. Yes, that's their plan for you. Though, as you know, I do not forecast mortgage rates. No one, not one analyst or rating agency, expects mortgage rates to fall substantially any time soon as we look at the real estate landscape, in fact, among 21 different major research groups, which include PNC Bank, Redfin, Moody's, wells, Fargo, the NAR totality, if you average what their forecasts are, one year from now, mortgage rates are expected to be at the same level that they are today, which is about 6.2% if you want to add more assets, prices are probably only going to be higher one year from now. The Fed is involved in QE like behavior again, which resumed last month, that gives the effect of more money printing, and it provides an environment for a continued price run up across not just real estate, but nearly every asset class. Current CPI inflation is 2.7% and long term inflation expectations are elevated. The Fed is cutting rates. The current Fed funds rate is about 3.6% and the President wants the Fed funds rate cut to 1% central banks are stockpiling gold, and the US dollar just had its worst year since 2017 so a lot is lining up to keep supporting housing values. Now, when we zoom out, starting back in 2012 us home prices have now risen 14 years in a row, and the average annual gain since that time is about 6% which is sustainable and close to historic norms. Year after year. Some people keep waiting for the right moment, and meanwhile, the right moment just keeps passing them by. And look, now here's a really interesting way for you to look at things from a long time investor like me, I have bought a wide variety of investment real estate over the years. I bought single family homes to both live in and single family homes to rent out vacant land, agricultural parcels, small apartment buildings and larger apartment buildings on every single one at the time when I purchased it, it was the most that anyone had ever paid for that property in that property's history, and if there were bids and I ended up getting the property, then I was the highest bidder as well. So on. Effectively, every single property purchase of my life, I paid more than anyone ever. And if someone had no understanding of the real estate market. They might think that that sounded bad, like I executed with a poor strategy or a lack of experience or direction, but that's just usually how it works in real estate, with the incessant postulation of almost unceasing appreciation and inflation, and years later, when it was time for me to sell the property, what were those conditions like? What happened then? You guessed it, I sold it for the most that it had ever sold for. So for that next buyer, that was the most then that anyone had ever paid for the property in history, yet again, and if it was a bidding situation, chances are I sold it to the highest bidder. So therefore, that has nothing to do with luck, that has nothing to do with timing, that is simply being an active participant in the real estate market and enjoying the leverage and all the other benefits all the while. So history shows that trying to time things based on market conditions or what you think market conditions are going to be, that does not work. What does work is owning more assets sooner. Every property that you purchase, expect to pay more for it than anyone ever has in that property's history. And then every property that you sell down the road, expect that you're going to sell it for more than what anyone has ever sold it for. Historically, that is normal. Now if your net worth is below $1 million or even below $5 million you really can't play the game not to lose. That's what keeps people stuck. You've got to play to win. The world already has your money. If you want access to it, you have simply got to go out. Out and get it. You play offense now, and you can play defense later, when your financial position is where you want it really and here's a huge insight, more money is lost trying to avoid a downturn than is lost actually being in the market when one finally happens, like I've discussed lately, real estate price downturns are uncommon. Sitting out and waiting is a wealth killer, because even if a downturn does happen, well, if you're already invested, you are positioned for the upturn. You're going to get the full measure of the upturn. That's where the real gains are, and this is where real estate is different. Leverage just keeps working for you. In the background, your 401, k does not do that. There's no leverage beyond maybe a two to one employer match, and then you get taxed when you finally touch the money. Some people like to gamble a little play a prediction market like poly market. Have something in Bitcoin, maybe even have exposure to a risky altcoin. I guess the NFL playoffs start this coming weekend. Some people want to bet on that and have their fun. Maybe even be invested in a high flying tech stock, or even the sp500. These vehicles rarely build wealth when you're actually young enough to enjoy it, because you're probably unleveraged there, you're exposed. You've only got your dollars working for you, not others, and you sure can do some of that day to day stuff. Go on polymarket and bet on when man will first land on Mars or something. Have your fun while the real wealth is built by the quiet, slow moving leverage of your larger real estate portfolio. In the background. Real estate, you can put 20 to 25% down on a 200k income property and control the whole thing. That's what investors are doing with our GRE marketplace properties right now, often in a low cost market like, say, Kansas City or Memphis, say that, for example, you're looking to add four doors this year, four rental units. Now that might take the form of one duplex and two new build Florida single family rentals. Now, with about 250k you can control $1 million of property adding assets this year. And here at GRE our nationwide provider network connects you with the real deals, and our providers often tell us about them before the public knows, for example, the properties where the builder still in this environment buys your rate down to perhaps four and a half percent. That is still happening. And why do the properties that our GRE investment coaches connect you with seem like such good deals at times? Well, there's a few reasons for that. Investor advantage markets just intrinsically have low prices. There's no agent that you have to compensate. It's a direct model that keeps the price down. These providers provide homes in bulk that helps keep the price down. And since we're dealing with investment properties, income producing properties, there are not any of these owner occupied emotions, so you don't get unreasonable sellers that hold out for a high price because there's some sentimental attachment there, or something like that.    Keith Weinhold  28:38   Let me give you three examples of real properties that our GRE investment coaching helps connect you with right now, and this is the place to be entry level homes, because entry level homes are few long term you are going to own a scarce asset that everybody wants. The first one is a brand new build single family rental in Cullman, Alabama. That's right between Birmingham and Huntsville, booming Huntsville. Now this property is currently vacant. However, it's in an A class neighborhood, so good appreciation potential, but less cash flow on this one, the rent is $2,100 the purchase price is 317k Yes, just 317k for this five bed, three bath, 2500 square foot rental, single family home. That's new build. One advantage Alabama has, and why we often have available Alabama properties is that really low property tax in that state you're going to benefit from a low fixed expense ratio over the long term. Alabama, property taxes are well under 1% per year as a percentage of the property value. In fact, at less than 410 Tax of 1% Alabama has the lowest property taxes in the entire continental United States. Only Hawaii has a lower one, where you're going to find a national average of 1% or a little more than 1% the second property is also brand new construction. It is a duplex in Goddard, Kansas, which is outside Wichita, each side of the duplex has three beds, two baths and 1300 68 square feet combined. Rents both sides are $3,500 and the purchase price is 447k and it is leased. Both sides are rented out. You can contact our free investment coaching and scoop up this or one like it today, and I'm looking at pictures of this really good looking new build duplex in the Wichita area. Looks like a two car garage on both sides, really attractive. And again, on these new builds, oftentimes the homebuilder is still buying down your mortgage rate for you, often under 5% the last one I'll mention, and I'm just giving you three samples to help give you an idea here. And if you're listening to this in a few years, you'll probably wish you could purchase these at prices this low. This last one is not new builds. Unfortunately, I can't quickly find the year of construction, but it looks older. It is a Kansas City single family rental, fully renovated. The cash flow numbers are super attractive. $2,100 rent on a purchase price of just $227,500 and free property management for two years is offered here on this renovated Kansas single family rental. Our investment coaching can answer questions about it for you. When something's renovated, you definitely want to see what the scope of work is. And there are also larger properties available. If you're looking to trade up some of your properties with accumulated equity into something else, we can help build an entire portfolio for you, or you might currently be only invested in one market, where we can help you determine what second market might make sense for you based on your time horizon and your own goals. Hey, maybe you've got a private plane in a decade kind of goal, or maybe we'll help you find out that adding more property does not make sense for you at this time in your situation, even though the opportunities are pretty good right now, because compared to two years ago, the inventory to select from is wider today, And the mortgage rates are lower now too GRE investment coaches are your free trusted advisors. It's like having a silent partner on your deal, someone who gives you insight but doesn't take any equity. There's no compensation for you to provide at all. It's about your portfolio, your goals and your direction. And our coaches also help you with services related to managing your real estate assets long term, like your tax and CPA questions, legal questions, though, that's pretty limited, because we're not attorneys here. For example, what happens if you have an appraisal surprise and the appraisal comes in lower than the amount that you've contracted to buy a property for, we help you with something like that, any inventory issues or inspection issues and property management guidance that you might need. In fact, if you've engaged with our free investment coaching in the past, even a few years ago, and we helped you find a property and say, now you have some sort of property management issue. Let us know. Keep in touch with your GRE investment coach. You tell someone like Naresh here, and he will step in. And when you set up a time to chat, which you can do at greinvestmentcoach.com There's really nothing special that you need to do to prepare if you can bring a 20% down payment. Now the ball is already rolling, and in today's environment with closing costs, that's usually about a 50k minimum. It helps if you're pre approved for a mortgage loan with Ridge lending group, or whomever your lender of choice is. What's interesting is that these deals are good. These are real estate pays five ways, properties that our coaches help connect you with. So sometimes we are buying these properties ourselves here at GRE. We have in the past, but there is no way we can buy them all, not even close. That means that an opportunity remains for you. Yes, we are real estate investors ourselves here at GRE, right now, there are better properties available than ones that we've bought ourselves recently, and there is more overall selection too. You can easily see the coach's calendar, select a time and then have a phone call or a zoom chat, whatever you like. If. From there. Our coaches usually give you their phone number, so then later, you can even text them. Our coach, Naresh, he responded to someone on Thanksgiving. That's the level of dedication here. So here's the next step. Book a time at GREinvestmentcoach.com you can do that now. That's where the calendar lives. There's no back and forth. Just pick a time right there that works. It's Free. Select a 30 minute time slot, and lately they've been available seven days a week. And you're going to walk away with clarity on your goals, your timeline and what's realistic for you, if you're tired of watching from the sidelines, tired of trying not to lose, tired of waiting for perfect conditions, and conditions are never perfect, well, this is your moment to play to win. It's pretty easy to remember to connect with a GRE investment coach. Visit greinvestmentcoach.com Until next week, I'm your host. Keith Weinhold, don't quit your Daydream.   Speaker 2  36:10   Nothing on this show should be considered specific personal or professional advice. Please consult an appropriate tax, legal, real estate, financial or business professional for individualized advice. Opinions of guests are their own. Information is not guaranteed. All investment strategies have the potential for profit or loss. The host is operating on behalf of get rich Education LLC, exclusively.   Keith Weinhold  36:38   The preceding program was brought to you by your home for wealth building, get richeducation.com  

The Peter Schiff Show Podcast
QE is Back! Cost of Living Will Soar - Ep 1053

The Peter Schiff Show Podcast

Play Episode Listen Later Dec 12, 2025 72:26 Transcription Available


QE is coming back — and President Trump isn't happy about Peter Schiff saying it out loud. After Schiff's Fox interview, Trump fired off a Truth Social post attacking him… but the math doesn't lie. Washington's spending is exploding, deficits are surging, and the Fed has no way to finance it without returning to quantitative easing.This episode is sponsored by NetSuite. Download the free “demystifying ai” at https://netsuite.com/goldIn this episode of The Peter Schiff Show, host Peter Schiff delves into the resurgence of Quantitative Easing (QE) and its implications for the economy. He argues that the return of QE is a clear signal that politicians, particularly Trump, are unable to fund their ambitious agendas without relying on monetary expansion. As markets begin to react to this reality, Schiff highlights the unraveling of the "Everything Bubble" and the inevitable departure from affordability that follows. With keen insight, he exposes the truths that politicians refuse to acknowledge, emphasizing that the consequences of QE will impact everyday Americans. Tune in as Schiff navigates these critical issues, offering a perspective rooted in economic reality.Chapters:00:00 Introduction and Opening Remarks00:55 Federal Reserve's Recent Actions03:23 Quantitative Easing Explained08:16 Market Reactions and Predictions12:11 Impact on Inflation and Employment30:45 Tariffs and Their Economic Impact39:41 Trump's Role in Inflation40:18 Biden's Inflation Policies41:29 Trump's Economic Policies Critiqued41:46 Fox News Interview Fallout46:20 Housing Market Reset48:10 Trump's Reaction on Social Media55:18 Debate Challenge to Trump56:09 Bitcoin vs. Tokenized Gold Debate01:09:42 Investment Advice and PredictionsFollow @peterschiffX: https://twitter.com/peterschiffInstagram: https://instagram.com/peterschiffTikTok: https://tiktok.com/@peterschiffofficialFacebook: https://facebook.com/peterschiffSign up for Peter's most valuable insights at https://schiffsovereign.comSchiff Gold News: https://www.schiffgold.com/newsFree Reports & Market Updates: https://www.europac.comBook Store: https://schiffradio.com/books#QE #QuantitativeEasing #EconomicImpactOur Sponsors:* Check out FRE and use my code LISTEN20 for a great deal: https://frepouch.com* Check out Infinite Epigenetics: https://infiniteepigenetics.com/GOLD* Check out Justin Wine and use my code SCHIFF20 for a great deal: https://www.justinwine.comPrivacy & Opt-Out: https://redcircle.com/privacy

X22 Report
[DS] Will Intensify Attacks, Trump Initiates Cyber Attack Strategy, Leverage, Control – Ep. 3794

X22 Report

Play Episode Listen Later Dec 12, 2025 93:45


Watch The X22 Report On Video No videos found (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:17532056201798502,size:[0, 0],id:"ld-9437-3289"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="https://cdn2.decide.dev/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs");pt> The layoff number show no signs of a weakening labor market. Jobs are coming back to the US. The fake news will not admit that the economy is improving, but the people will feel it. The Fed cannot control employment or inflation with QE, they use it to keep their system alive. Banks are getting message, crypto will be included in the future economy of the US. The [DS] attacks will intensify as we get closer to the midterms, they will use division tactics with the people and the military. The [DS] is trying to muddy the water with the Epstein files, this has already failed. The [DS] is pushing war to keep their crimes from being exposed. Trump has initiated the cyber attack offensive strategy. Trump and we the people have the leverage and control. Economy (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:18510697282300316,size:[0, 0],id:"ld-8599-9832"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="https://cdn2.decide.dev/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs"); Layoffs Show No Signs of a Weakening Labor Market If the labor market is weakening, it's on the job-creation side of the equation, maybe in part due to AI.     the four-week average, which largely irons out the week-to-week squiggles, and which ticked up to 216,750, seasonally adjusted, which is historically low, and in the same low range that it has been in for the past four years. This is administrative data, not survey-based data. Freshly laid-off people filed these applications for unemployment insurance at state unemployment agencies, which then reported them to the US Department of Labor by the weekly deadline, which then combined the data and published it today. In a longer timespan going back to the 1970s, initial claims are very low, despite the growth of nonfarm payrolls over the decades. They were lower only during the tight labor market of 2018 and 2019 and during the labor shortages coming out of the pandemic. Layoffs show no signs of a weakening labor market. If the labor market is weakening, it's on the job-creation side of the equation. So layoffs are low, but once laid off, it takes people longer to find a job as companies have slowed their hiring, but even that has improved since the summer. Source: wolfstreet.com   for having created, with No Inflation, perhaps the Greatest Economy in the History of our Country? When will people understand what is happening? When will Polls reflect the Greatness of America at this point in time, and how bad it was just one year ago? https://twitter.com/profstonge/status/1999141753442414645?s=20 https://twitter.com/TheCryptoLark/status/1999161790886711747?s=20 Political/Rights Tim Walz Vows to Bring More Somalis to Minnesota, Despite Growing Fraud Scandal Reaching Into the Billions Minnesota Governor Tim Walz is vowing to bring more Somali immigrants to his state, despite the massive fraud scandal that has unfolded in the Minnesota Somali community on his watch. The Washington Free Beacon reports: Tim Walz Pledges To ‘Welcome More' Somalis Into Minnesota as Evidence of Staggering Fraud Scheme Makes National Headlines CBS News reports: https://twitter.com/amuse/status/1999531988210909599?s=20 Source: thegatewaypundit.com Garcia. But immigration courts do not issue such a form, and Congress removed district courts from reviewing these cases nearly 30 years ago. By declaring the order “nonexistent,” she manufactured jurisdiction and granted release. Her six month obstruction of Garcia's removal shows exactly why Congress barred district judges from intervening in INA cases. Trump Admin Pulls 9,500 Truck Drivers Off The Road For Failing English Tests  https://twitter.com/SecDuffy/status/1998787357416501638?s=20 Source: zerohedge.com Democrat Rep. Attempts to Embarrass Kristi Noem by Introducing Her to a ‘Harmless' Veteran She Supposedly Deported – But the Move Backfires When the Actual Truth is Revealed (VIDEO) During the hearing, Rep. Seth Magaziner (D-MA) decided to ambush Noem, first by demanding how many US military veterans she had deported. When Noem responded that she had not, the congressman then pulled out his next nasty stunt. “We are joined on Zoom by a gentleman named Sae Joon Park. He is a United States combat veteran who was shot twice,” Magaziner announced. “Like many veterans, he struggled with PTSD, he was arrested in the 1990s for some minor drug offenses. “He never hurt anyone besides himself. He is a Purple Heart recipient; he has sacrificed more for this country than most people ever have,” he added. “Earlier this year, you deported him to Korea, a country he has not lived in since he was seven.” “Will you join me in thanking Mr. Park for his service?” Noem said she would, but reiterated that America's laws needed to be enforced, which displeased Magaziner. https://twitter.com/EricLDaugh/status/1999200511820763484?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E1999200511820763484%7Ctwgr%5E71b314ce22abe6b529570dbbaed5501f8b066bd1%7Ctwcon%5Es1_c10&ref_url=https%3A%2F%2Fwww.thegatewaypundit.com%2F2025%2F12%2Fdemocrat-rep-attempts-embarrass-kristi-noem-introducing-her%2F  Park had a removal order over felony drug charges and bail jumping – and was NOT a citizen, but a green card holder. Democrats lie, lie, LIE. https://twitter.com/TriciaOhio/status/1999207164603433210?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E1999207164603433210%7Ctwgr%5E71b314ce22abe6b529570dbbaed5501f8b066bd1%7Ctwcon%5Es1_c10&ref_url=https%3A%2F%2Fwww.thegatewaypundit.com%2F2025%2F12%2Fdemocrat-rep-attempts-embarrass-kristi-noem-introducing-her%2F  controlled substance In 2010 an immigration judge issued him an order of removal. Park's appeal to the Board of Immigration Appeals that same month was dismissed by the Board in April 2011. With no legal basis to remain in the U.S. and a final order of removal, Park was allowed to self-deport to Korea. President Trump and Secretary Noem have been clear: criminal illegal aliens are not welcome in the U.S. Source: thegatewaypundit.com https://twitter.com/RedWave_Press/status/1999451592903282965?s=20 2.5 Million Illegal Immigrants Deported Under Trump Admin: DHS More than 2.5 million illegal immigrants have left the United States under the Trump administration, a “record-breaking achievement” in a year, the Department of Homeland Security (DHS) said in a Dec. 10 statement. The 2.5 million figure includes more than 605,000 individuals deported as part of DHS enforcement operations and around 1.9 million illegal immigrants who have voluntarily self-deported since January. The rapid decline in the illegal immigrant population is showing effects nationwide, such as a “resurgence in local job markets,” DHS said. In October, 12,000 jobs were added to the U.S. economy, which followed 431,000 additions in September. Source: zerohedge.com https://twitter.com/GOPoversight/status/1999506355548299518?s=20 DOGE    In other words, AI has far more Electricity than they will ever need because, they are building the facilities that produce it, themselves. We are leading the World in AI, BY FAR, because of a gentleman named DONALD J. TRUMP! Geopolitical Unelected EU Commissioner Ursula von Der Leyen Warns Trump To Keep Away From ‘European Democracy' – But the Patriotic Wave Is Upon Her https://twitter.com/SprinterPress/status/1999360985753174112?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E1999360985753174112%7Ctwgr%5Ea460cf825346c02faf408dfdd2869c8b434de5e3%7Ctwcon%5Es1_c10&ref_url=https%3A%2F%2Fwww.thegatewaypundit.com%2F2025%2F12%2Funelected-eu-commissioner-ursula-von-der-leyen-warns%2F Politico reported: “Donald Trump should not get involved in European democracy, Ursula von der Leyen said Thursday, days after the U.S. president launched a stinging attack on Europe. ‘It is not on us, when it comes to elections, to decide who the leader of the country will be, but on the people of this country. That's the sovereignty of the voters, and this must be protected', the European Commission president said in an interview at the POLITICO 28 gala event in Brussels.   https://twitter.com/JnglJourney/status/1999294487781326880?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E1999294487781326880%7Ctwgr%5Ea460cf825346c02faf408dfdd2869c8b434de5e3%7Ctwcon%5Es1_c10&ref_url=https%3A%2F%2Fwww.thegatewaypundit.com%2F2025%2F12%2Funelected-eu-commissioner-ursula-von-der-leyen-warns%2F Source: thegatewaypundit.com https://twitter.com/iAnonPatriot/status/1999198852717424957?s=20 https://twitter.com/Defence_Index/status/1999348521120698795?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E1999348521120698795%7Ctwgr%5E4d8309aa196b50542667c5dfcee40655f2883cf0%7Ctwcon%5Es1_c10&ref_url=https%3A%2F%2Fwww.thegatewaypundit.com%2F2025%2F12%2Fmad-maduro-after-declaring-christmas-october-embattled-venezuelan%2F War/Peace    accident, but Thailand nevertheless retaliated very strongly. Both Countries are ready for PEACE and continued Trade with the United States of America. It is my Honor to work with Anutin and Hun in resolving what could have evolved into a major War between two otherwise wonderful and prosperous Countries! I would also like to thank the Prime Minister of Malaysia, Anwar Ibrahim, for his assistance in this very important matter. Zelensky Floats Holding Referendum On Giving Up Land For Peace “I am definitely in favor of elections,” Ukraine’s President Zelensky said Thursday. “The most important thing is that they are held legitimately.” He’s presenting a position of willingness to compromise amid the increasing pressure from Trump. Is this but a ruse to buy time?  Ceding territory by vote? WSJ continues… Zelensky has long said that as president he can't unilaterally decide the fate of Ukrainian territories, which must be approved by the Ukrainian people. In early fall, 54% Ukrainians opposed ceding land, even if it meant continuing the war and risked the country's independence, compared with 38% who were open to some territorial concessions, in a poll conducted by Kyiv International Institute of Sociology. Source: zerohedge.com Zelenskyy: Holding Elections in Ukraine Requires Ceasefire  President Volodymyr Zelenskyy said  that holding elections in Ukraine during wartime would require a ceasefire. “There must be a ceasefire – at least for the duration of the election process and voting. This is what needs to be discussed. Frankly speaking, here in Ukraine, we believe that America should talk to the Russian side about this,” he told a meeting of the ‘Coalition of the Willing’ group of nations. Wartime elections are forbidden by law but Zelenskyy, whose term expired last year,  Source: newsmax.com NATO’s Rutte warns allies they are Russia’s next target  NATO chief Mark Rutte   urged allies to step up defence efforts to prevent a war waged by Russia that could be “on the scale of war our grandparents and great-grandparents endured”. FRANCE 24’s Dave Keating reports Source: france24.com NATO Secretary Rutte: “NATO Must Prepare for War Against Russia”  Source: theconservativetreehouse.com https://twitter.com/MarioNawfal/status/1999270361414729766?s=20   remarks: “Things like this end up in Third World Wars, and I told that the other day. I said, you know, everybody keeps playing games like this, you’ll end up in a Third World War, and we don’t want to see that happen.” Trump’s essentially telling NATO, Ukraine, and Russia to stop the brinksmanship before proxy war becomes direct conflict. When the U.S. president is publicly warning about World War III, that’s not hyperbole, that’s acknowledgment of how close we’ve gotten to catastrophe. https://twitter.com/disclosetv/status/1999499056133898497?s=20 The Trump administration is preparing to enlist private businesses and cybersecurity firms to conduct offensive cyberattacks against foreign adversaries, including criminal hackers and state-sponsored groups that target U.S. critical infrastructure, telecommunications, or engage in ransomware activities.  This approach, detailed in a draft national cyber strategy from the Office of the National Cyber Director, aims to expand U.S. cyber capabilities by leveraging private sector expertise, allowing government agencies to focus on unique tasks.  An upcoming executive order is expected to define roles for these firms and provide legal protections, though additional legislation may be needed to mitigate risks for companies traditionally focused on defense. Medical/False Flags https://twitter.com/disclosetv/status/1999176473723191554?s=20 [DS] Agenda BREAKING: Grand Jury *AGAIN* Declines to Indict Letitia James For Mortgage Fraud  A federal grand jury in Virginia declined to indict New York Attorney General Letitia James for mortgage fraud on Thursday. This is the second time federal prosecutors have failed to secure an indictment against Letitia James. “Federal prosecutors on Thursday failed to convince a majority of grand jurors to approve charges that James misled a bank to obtain favorable loan terms on a home mortgage, according to sources,” ABC News reported. Source: thegatewaypundit.com BREAKING: Executive Director of Black Lives Matter Oklahoma Charged with Wire Fraud and Money Laundering – 25 Counts Total – Facing DECADES in Prison  An executive director of Black Lives Matter Oklahoma was charged with wire fraud and money laundering. A federal grand jury on December 3 returned a 25-count indictment against Tashella Sheri Amore Dickerson, 52. Dickerson was charged with 20 counts of wire fraud and five counts of money laundering. “On December 3, 2025, a federal Grand Jury returned a 25-count Indictment, charging Dickerson with 20 counts of wire fraud and five counts of money laundering. For each count of wire fraud, Dickerson faces up to 20 years in federal prison, and a fine of up to $250,000. For each count of money laundering, Dickerson faces up to ten years in prison and a fine of up to $250,000 or twice the amount of the criminally derived property involved in the transaction,” the DOJ said. According to the charging documents, Dickerson, through BLMOKC, raised more than $5.6 million, but rather than using the money to bail out George Floyd rioters, she used millions to fund her lavish lifestyle. Federal prosecutors said Dickerson funneled over $3.5 million to her personal accounts and spent it on vacations, six properties in Oklahoma City, retail shopping, and food. Per the DOJ: https://twitter.com/FBIDirectorKash/status/1999235340620497058?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E1999235340620497058%7Ctwgr%5E9f29cdaa88d5635542427963418842d100b04bdd%7Ctwcon%5Es1_c10&ref_url=https%3A%2F%2Fwww.thegatewaypundit.com%2F2025%2F12%2Fblack-lives-matter-executive-charged-wire-fraud-money%2F Source: thegatewaypundit.com https://twitter.com/DataRepublican/status/1998944940865503255?s=20 https://twitter.com/Patri0tContr0l/status/1999164831652315320?s=20 JUST IN: House Overwhelmingly Rejects Al Green's Impeachment Effort Against Trump – 70 Democrats Kill Measure (VIDEO) The House of Representatives voted on a Motion to Table Texas Democrat Al Green's resolution to impeach President Trump on Thursday, effectively killing the resolution, with many Democrats even voting against impeachment. Green has already tried several times to impeach Trump since he took office in January. Green first introduced articles of impeachment against Trump in February, just weeks after he took office. Source: thegatewaypundit.com Schumer Erupts After Senate Blocks Democrat Bill to Extend Expiring Obamacare Subsidies — Desperately Blames Republicans for the Disaster Democrats Created  The Senate delivered a major blow to Democrat leadership Thursday night after rejecting Majority Leader Chuck Schumer's last-minute attempt to extend expiring Affordable Care Act (ACA) subsidies, subsidies Democrats themselves voted to terminate in Joe Biden's so-called “Inflation Reduction Act” of 2022. The subsidies are set to expire on December 31, 2025 because Democrats wrote the expiration date into their own bill. Yet now, as the political consequences close in, Schumer is scrambling to pin the blame on Republicans.  Democrats locked the subsidy expiration date into law in 2022. They knew this would happen. They planned for it to happen. They voted for it to happen. Now, in an election year—Schumer is trying to retroactively pretend Republicans created a crisis that Democrats engineered from the beginning. Recall that in 2014, Chuck Schumer himself admitted Obamacare was a mistake and confessed that Democrats sold out the middle class to get it passed. Source: thegatewaypundit.com https://twitter.com/EricLDaugh/status/1999178360082301396?s=20 The Dems who voted against this SUPPORT BIG INSURANCE. UNBELIEVABLE. One GOP “no”: Rand Paul (KY). Paul says he wants the ACA gutted even further. Needs 60. DEMOCRATS = PARTY OF BIG, RICH INSURANCE. https://twitter.com/ElectionWiz/status/1999233530694418762?s=20 President Trump's Plan   Elections. Democrats have been relentless in their targeting of TINA PETERS, a Patriot who simply wanted to make sure that our Elections were Fair and Honest. Tina is sitting in a Colorado prison for the “crime” of demanding Honest Elections. Today I am granting Tina a full Pardon for her attempts to expose Voter Fraud in the Rigged 2020 Presidential Election! https://twitter.com/Rasmussen_Poll/status/1999403926316069209?s=20   Ticktin’s nine-page letter dated December 7, 2025, accuses a “criminal conspiracy” involving Dominion Voting Systems, Colorado officials like Secretary of State Jena Griswold, and foreign influences, while arguing that Peters preserved election data in compliance with federal law (52 U.S.C. § 20701). He positions her as a key witness for future investigations into election integrity, leveraging her status as a 70-year-old Gold Star mother to evoke sympathy. A core (and controversial) element of Ticktin’s legal theory is the untested claim that the U.S. Constitution allows presidents to pardon state-level convictions—a position not supported by precedent, as presidential pardons are explicitly limited to federal offenses under Article II, Section 2. This strategy aims to challenge the boundaries of executive power, potentially setting up a court battle if pursued further, while amplifying the narrative through media and conservative outlets to build public pressure. , this pardon is largely symbolic and legally ineffective because Peters was convicted and sentenced in Colorado state court on charges like attempting to influence a public servant, conspiracy, and official misconduct—not federal crimes. It doesn’t vacate her nine-year prison sentence or require her release; only Colorado’s governor (currently Democrat Jared Polis) could grant clemency for state offenses, and there’s no indication he plans to do so.   the pardon could indirectly help Peters in several ways: Political and Public Pressure: It elevates her case nationally among Trump supporters and election skeptics, potentially leading to fundraising for her legal defense, public campaigns for her release, or even influencing her ongoing state appeals (e.g., by highlighting perceived bias in her trial). A federal magistrate recently denied her release pending appeal, but this symbolic gesture might bolster arguments about unfair prosecution. Narrative Framing: Ticktin can use it to reinforce claims of her innocence in the court of public opinion, portraying the pardon as validation from the president that her actions were justified. This aligns with broader Republican efforts to question 2020 election security. Potential Federal Angle: If any federal investigations arise from her case (e.g., related to Dominion or election data), the pardon could preemptively shield her from future federal charges. Ticktin’s strategy also includes pushing for a DOJ review of her conviction, which Trump directed earlier in 2025. https://twitter.com/CynicalPublius/status/1999284588955468129?s=20 This refers to the DOJ’s decision, under Bondi’s leadership, to rescind regulations enforcing disparate impact liability. This action implements an executive order signed by President Donald Trump in April 2025, eliminating the use of disparate impact metrics to prove discrimination against entities receiving federal funding. What is Disparate Impact Liability? It’s a legal doctrine originating from the 1971 Supreme Court case Griggs v. Duke Power Co., which interprets Title VI of the Civil Rights Act of 1964.  Under this theory, policies or practices that disproportionately harm protected groups (e.g., based on race, even without intentional bias) can be considered discriminatory. Over decades, it expanded into a regulatory tool that penalized unintentional disparities, often requiring institutions like employers, schools, or housing providers to track and adjust for racial outcomes to avoid lawsuits or loss of federal funds.  Critics (including the poster and the article) argue it incentivized racial quotas, DEI (diversity, equity, and inclusion) mandates, and “reverse discrimination,” straying from the Civil Rights Act’s original focus on intentional discrimination. Ending disparate impact liability is framed as restoring “equality under the law” by focusing DOJ enforcement solely on provable intent, rather than statistical outcomes. Bondi stated: “This Department of Justice is eliminating its regulations that for far too long required recipients of federal funding to make decisions based on race.” this is a blow against overreaching government coercion, promoting individual liberty and meritocracy over enforced equity. They suggest skeptics “pay closer attention” to appreciate its impact on freedom from such policies. Texas Showdown: GOP’s Wesley Hunt Now Dares Dem Crockett to Face-Off  The 2026 election cycle is working its way up through the gears. Candidates are announcing their intent to run for various seats; some are sure-wins, some are sure to be fights to the finish, and some are sure to be inexplicable. One of the latter is surely Democrat Representative Jasmine Crockett (TX-30) announcing for a Texas Senate seat, the same seat being sought by Republican Representative Wesley Hunt (TX-38). My money’s on Mr. Hunt. Even more so now, that the Republican Congressman has challenged Rep. Crockett to a duel – or, rather, a debate. She may wish she’d picked swords at sunrise instead of a verbal exchange with Wesley Hunt. Texas Senate candidate Rep. Wesley Hunt, R-Texas, challenged House colleague Rep. Jasmine Crockett, D-Texas, to a debate after Crockett entered the race earlier this week. Hunt, who faces incumbent Sen. John Cornyn, R-Texas, and Texas Attorney General Ken Paxton in a competitive Republican primary, was quick to challenge Crockett to a debate, saying that if the new contender agreed it would be “must-see TV.” Source: redstate.com https://twitter.com/mrddmia/status/1999519791527207239?s=20 https://twitter.com/TheStormRedux/status/1999143399631282641?s=20 get the right people in place. VANCE: “Eventually you are gonna see prosecutions. Not just Arctic Frost related, but on a whole host of other issues. Eventually we need certain subpoenas that have to be issued by a court. Eventually you need local prosecutors, US Attorneys to go after some of these people in a court of law. If you can't get a U.S. Attorney appointed because the Democrat wont give you a blue slip. Or you can't get a judge confirmed… Republicans have gotta open up their perspective a little bit.” Everyone can complain all they want, but the DOJ would be stupid to bring charges without the right people in place. Blame the worthless Republican Senators! Frustrating, but I am confident President Trump will figure it out because he is the best problem solver I've ever seen in my life. (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:13499335648425062,size:[0, 0],id:"ld-7164-1323"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="//cdn2.customads.co/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs");

The Pomp Podcast
Bitcoin vs. The Fed: Who Wins in 2026? | Jeff Park

The Pomp Podcast

Play Episode Listen Later Dec 10, 2025 33:19


Jeff Park is the Partner & Chief Investment Officer at ProCap Financial. In this conversation, we break down the Fed's year-end shift toward rate cuts and easier liquidity, what it means for markets, and why bitcoin sentiment feels so negative despite strong performance. Jeff also digs into how AI investment is reshaping the macro landscape, what institutional players like BlackRock and Stripe signal for crypto, and why ProCap's mission centers on bitcoin and the coming age of abundance.======================As markets shift, headlines break, and interest rates swing, one thing stays true — opportunity is everywhere. At Arch Public, we help you do more than just buy and hold. Yes, our dynamic accumulation algorithms are built for long-term investors… but where we really shine? Our arbitrage algos — designed to farm volatility and turbocharge your core positions. The best part of Arch Public's products is they are free! Yes, you heard that right, try Arch Public for free! Take advantage of wild moves in assets like $SOL, $SUI, and $DOGE, and use them to stack more Bitcoin — completely hands-free. Arch Public is already a preferred partner with Coinbase, Kraken, Gemini, and Robinhood, and our team is here to help you build smarter in any market. Visit Arch Public today, at https://www.archpublic.com, your portfolio will thank you.======================This podcast is sponsored by Abra.com. Abra is the secure way to access crypto and crypto based yield and loan products through a separately managed account structure.Learn more at http://www.abra.com.======================Timestamps: 0:00 – Intro1:46 – Implications of fed rate cuts + QE returning7:00 – AI investment vs rest of the economy12:48 – Bitcoin sentiment despite strong performance16:01 – Intersection between bitcoin and AI23:22 – ProCap Financial goes public ($BRR)

X22 Report
[DS] Begins The Color Revolution, Trump Has Created The Counterinsurgency For This Moment – Ep. 3784

X22 Report

Play Episode Listen Later Nov 28, 2025 74:40


Watch The X22 Report On Video No videos found (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:17532056201798502,size:[0, 0],id:"ld-9437-3289"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="https://cdn2.decide.dev/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs");pt> Click On Picture To See Larger PictureTrump is bringing the country out of the Biden/Obama recession. The [CB] is trapped because they never expected Trump’s parallel economic system to be building at lightning speed. Trump is putting everything into place to transition the people from the [CB] which means we will not need the income tax. [DS] has now used one of it’s soldiers to begin the color revolution. The [DS] wants a civil war in the end and they are pushing it. Trump knows the playbook and this is why he took the path of waking the people up and building the counterinsurgency. The people must see who the true enemy is, only when the people see the enemy can we fight the enemy. Trump put all this into place for this moment. Economy https://twitter.com/KobeissiLetter/status/1994238315730473327?s=20   Challenger Gray spiked +99,010, to 153,074, the highest since March. This also marks the highest monthly number for any October in 22 years. All while employees notified of mass layoffs via WARN notices tracked by Revelio rose +11,912 last month to 43,626, the 2nd-highest in at least 2 years. US layoffs are accelerating. https://twitter.com/KobeissiLetter/status/1994222461252980749?s=20  percentage has persisted above 90% for 12 months. Such an elevated reading has been seen only a few times over the last 35 years. Over the last 2 years, global central banks have cuts rates 316 times, the highest reading in at least 25 years. To put this into perspective, there were 313 cumulative cuts in 2008-2010 in response to the financial crisis. Global monetary policy is easing. Amazing How Central Bank Money-Printing Reversed around the World after the Inflation Shock  Balance sheets of the Fed, ECB, BOJ, BOE, and central banks of China, Canada, Australia, Switzerland, and India as % of GDP.  The major central banks around the world have been unwinding their balance sheets for the past few years, even the Bank of Japan, which got a late start in 2024. Their balance sheets had swollen to grotesque proportions during the global QE frenzy that started in 2008, and QE-mania during and after the pandemic. But that has been getting unwound. The Bank for International Settlements (BIS), an umbrella organization owned by its member central banks, released its latest quarterly data on central bank balance sheets today. We'll look at the decline of the balance sheets of nine major central banks: Federal Reserve, European Central Bank, Bank of Japan, People's Bank of China, Bank of England, Central Bank of India, Bank of Canada, Reserve Bank of Australia, and the Swiss National Bank. In normal times, central-bank balance sheets, including the Fed's balance sheet, grew with the economy, as measured by GDP; and the ratio of total assets as a percentage of GDP back then was low and roughly stable over the years. Years of QE then caused the ratios to explode. And years of QT have now caused the ratios to shrink dramatically.   They're all seeing the same thing: A continued threat of inflation and massive distortions and risks in asset prices, including dangerous housing bubbles that are now deflating in some markets. So they've been removing some of the fuel, to walk back from those risks. Source: wolfstreet.com (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:18510697282300316,size:[0, 0],id:"ld-8599-9832"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="https://cdn2.decide.dev/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs"); https://twitter.com/WatcherGuru/status/1994194115467071830?s=20 Yes, President Trump did make that statement in a recent address (likely his Thanksgiving message to U.S. troops on November 27, 2025). Based on the video clip in the X post you linked, here’s the relevant excerpt from his remarks:“The next couple of years, I think we’ll substantially be cutting and maybe cutting out completely, but we’ll be cutting income tax—could be almost completely cutting it—because the money we’re taking in is going to be so large.”This aligns closely with the claim in the WatcherGuru post. Multiple news outlets have reported on the comments, confirming they are authentic and recent. For context, Trump has floated similar ideas about offsetting or replacing income taxes with tariff revenue multiple times during his campaign and presidency, though experts have questioned the feasibility due to the massive revenue gap (tariffs currently generate far less than income taxes). DOGE Geopolitical Globalist Germany's Firewall Against the AfD Collapses as Half the Country Now Open to Voting for Them For the first time since the party entered parliament about nine years ago, the anti-democratic cordon sanitaire around the right-wing, anti-globalist Alternative für Deutschland appears to have cracked wide open. According to the latest INSA/Bild poll, fewer than half of all German voters (just 49%) now say they would “never” vote AfD—down from a staggering 75% only a few years ago, This is nothing short of a historic breakthrough. Despite years of state-funded smear campaigns, constant domestic intelligence surveillance (Verfassungsschutz), court cases, job dismissals, bank account closures, repeated violence against party members by left-globalist extremists, and even serious discussions about banning the party outright, ordinary Germans are finally seeing through the propaganda and recognizing the AfD as the only serious opposition to a failing system. Source: thegatewaypundit.com    all the Liars and Pretenders of the Radical Left Media are going out of business! At the conclusion of the G20, South Africa refused to hand off the G20 Presidency to a Senior Representative from our U.S. Embassy, who attended the Closing Ceremony. Therefore, at my direction, South Africa will NOT be receiving an invitation to the 2026 G20, which will be hosted in the Great City of Miami, Florida next year. South Africa has demonstrated to the World they are not a country worthy of Membership anywhere, and we are going to stop all payments and subsidies to them, effective immediately. Thank you for your attention to this matter! War/Peace Zelensky sent aide to US talks to ‘protect’ him from corruption probe – media Zelensky appointed his chief of staff, Andrey Yermak, to head Kiev’s negotiating delegation in Geneva last weekend after learning that anti-corruption investigators were preparing a suspicion notice against the aide,The report comes amid fallout from a massive $100 million graft scheme involving the Ukrainian leader’s inner circle, including long-time associate Timur Mindich, who has been charged with running a kickback scheme in the energy sector and fled before the authorities could detain him.Surveillance of the Mindich case by the National Anti-Corruption Bureau of Ukraine (NABU) reportedly captured conversations involving Zelensky and Yermak, potentially implicating both. Source: sott.net https://twitter.com/MarioNawfal/status/1994307774860189739?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E1994307774860189739%7Ctwgr%5Ee8d979a9c10fbfc326b32333d206fa988e9c3418%7Ctwcon%5Es1_c10&ref_url=https%3A%2F%2Fwww.thegatewaypundit.com%2F2025%2F11%2Fnew-ukraines-anti-corruption-bureau-raids-home-andriy%2F   Zelensky's chief of staff. The latest raid comes days after a $100M bribery scandal rocked Ukraine's energy sector – but no official word yet if this is linked. Neither agency has commented on the raid yet.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      NATO states considering ‘cyber offensive' against Russia – Politico NATO's European members are reportedly considering joint offensive cyber operations against Russia, Politico reported on Thursday, citing two senior EU government officials and three diplomats. Western governments are assessing cyber and other options in response to alleged “hybrid attacks” by Moscow, according to the publication. Latvian Foreign Minister Baiba Braze told Politico that NATO must “be more proactive on the cyber offensive” and better coordinate their intelligence services. “And it's not talking that sends a signal – it's doing,” she said. In late 2024, NATO unveiled plans to establish a new integrated cyber defense center at its headquarters in Belgium, which is expected to go online by 2028. Stefano Piermarocchi, the head of cyber risk management within NATO's chief information office, told Breaking Defense that the new hub would enhance Source: rt.com Russian President Vladimir Putin Gives Remarkably Detailed Explanation of Current Peace Negotiation Status – Either Ukraine Concedes Diplomatically, or We Will Win Militarily Source: theconservativetreehouse.com Medical/False Flags [DS] Agenda https://twitter.com/RogerJStoneJr/status/1993883057414353293?s=20 https://twitter.com/RapidResponse47/status/1994206037998538849?s=20 https://twitter.com/AGPamBondi/status/1994194638421340290?s=20 https://twitter.com/VickieforNYC/status/1993899026651951335?s=20   foreign warzone. Yet almost every major lefty account is parroting this narrative. It’s bizarre. Like “of COURSE people are going to try and murder the National Guard, what did you expect to happen in Washington” Is this the narrative here? That Washington is Fallujah? Or is it that the left has declared a de facto state of war, and casualties are now just to be expected? It’s extremely bad either way. https://twitter.com/TheStormRedux/status/1994054785163522357?s=20  that the President said it's times to bring in more law enforcement to make sure that a city that had the 4th highest homicide rate in the country, that that violence was quelled. I'm not even gonna go there!” Liberals have been spending the last 12 hours trying to place the blame on Trump for bringing the NG to the city. Truly unbelievable how ungrateful these people are https://twitter.com/disclosetv/status/1993876798866653577?s=20 https://twitter.com/thevivafrei/status/1994116243154973175?s=20   intentions, everything takes on a whole new meaning. https://twitter.com/ZannSuz/status/1993859778414580217?s=20 https://twitter.com/JLRINVESTIGATES/status/1994214556671889810?s=20 https://twitter.com/DataRepublican/status/1994118842239610989?s=20   dive here. As always, patience as I pull together the thread: https://twitter.com/TPASarah/status/1994015487135514931 Sarah Adams@TPASarah Lakanwal, from Khost Province, Afghanistan, was a member of two CIA-supported units that operated under the National Directorate of Security (NDS) of the former Afghan Republic. Although these units belonged to the NDS on paper, their support and direction came directly from the Central Intelligence Agency (CIA). He served in Unit 01, a special military-intelligence unit responsible for the central zone provinces (Kabul, Parwan, Wardak, and Logar). His agency training in 2007 took place at CIA's Eagle Base near the Deh Sabz district of Kabul province, a few miles from Hamid Karzai International Airport (HKIA). Eagle Camp, originally built on an old brick factory site, became one of the CIA's most important counterterrorism training centers in the early 2000s. It trained the CIA-backed NDS units including NDS-01, NDS-02, NDS-03, NDS-04, NDS-KPF, and NDS-KSF, and also housed an ammunition depot and multiple facilities for sensitive operations. When U.S. forces left Afghanistan in 2021, Eagle Camp was among the final sites to be evacuated and demolished. It was later handed over to the Haqqani Network's suicide bomber brigade, the Badri 313. Badri 313 moved the suicide bombers through the gate areas of HKIA for the Abbey Gate attack that killed 13 of our servicemembers and approximately 170 Afghans on August 26, 2021. After completing training at Eagle Base, Lakanwal was transferred to the team supporting CIA's Kandahar Base. The site had a long militant history: it housed Mullah Mohammad Omar from 1994–2001, Osama bin Laden from 1998–2001, and later Camp Gecko from 2002–2021, which was used by the CIA and NDS-03. It served as the headquarters of the Kandahar Strike Force, which led CIA-backed counterterrorism operations in Kandahar, Uruzgan, and Zabul provinces against the Taliban, al-Qaeda, and ISIS. Lakanwal took part in counterterrorism missions alongside U.S. forces in Kandahar. After the attack yesterday on our National Guardsmen in Washington, DC, ISIS channels were the first to praise the incident largely because Lakanwal's half-brother (the son of his father's second wife, pictured left) had been a recruiter for the Islamic State–Khorasan Province (ISKP). His brother, Muawiyah Khurasani aka Hayatullah (pictured below), previously worked with Tehrik-e-Taliban Pakistan (TTP) in Orakzai Agency, Pakistan, before formally joining ISKP. He was killed in a targeted operation in July 2022 in Achin district, Nangarhar province. Some ISIS members claimed he was killed by Pakistan's Counter-Terrorism Department (CTD), though that remains unconfirmed. After the fall of Kabul in 2021, Lakanwal's unit the Kandahar Protection Force and the Khost Protection Force (KPF) became prime targets for both the Haqqani Network and ISKP, which sought either to blackmail or recruit former KPF members. Recruitment involved persuading them to join voluntarily; blackmail involved coercing them through threats to their families (many were left behind), exposure of past work with the U.S., or financial pressure. Both groups targeted these units specifically because of their close relationships on U.S. soil, particularly with former CIA officers. In addition, both groups, along with al-Qaeda, saw value in impersonating these units. A couple thousand fake documents and ID cards were produced so terrorists could claim affiliation with KPF/01/02 and other special units. This allowed some individuals to fraudulently move through the U.S. evacuation process by exploiting unsuspecting volunteers and taking advantage of weak vetting procedures. We have confirmed that Lakanwal's ID (pictured right) and employment were legitimate, but a full review is recommended, as terrorists have explicitly claimed using this route as a pipeline into the U.S. We cannot keep waiting for Americans to be killed again and again before we act against the Islamist terrorists who have arrived on our soil since 2021. This can no longer fall on the shoulders of a small handful of people sounding the alarm. Every American needs to be engaged: protecting their families, their communities, and our homeland. Please prepare today! https://twitter.com/sentdefender/status/1993925420329390316?s=20  action force of the AFN who fought directly alongside U.S. Special Forces against the Taliban. In addition, Fox News is reporting that Lakanwal worked with various other government entities from the United States in Afghanistan, including the Central Intelligence Agency (CIA), specifically as part of the CIA-backed Kandahar Strike Force (KSF), known in most intelligence circles as NDS-03, which operated outside of U.S. and Afghan military chain-of-commands directly under the CIA, carrying out covert, clandestine, counterterrorism operations, including night raids and assassinations against the Taliban and al-Qaeda. https://twitter.com/DataRepublican/status/1993878815349854361?s=20 CIA Director John Ratcliffe confirmed that to Fox. “In the wake of the disastrous Biden withdrawal from Afghanistan, the Biden administration justified bringing the alleged shooter to the United States in September 2021 due to his prior work with the U.S. government, including CIA, as a member of a partner force in Kandahar, which ended shortly following the chaotic evacuation,” CIA Director John Ratcliffe told Fox News Digital. “The individual—and so many others—should have never been allowed to come here,” Ratcliffe continued. “Our citizens and service members deserve far better than to endure the ongoing fallout from the Biden administration's catastrophic failures.” Ratcliffe added: “God bless our brave troops.” https://twitter.com/disclosetv/status/1994201842750837067?s=20 https://twitter.com/EndWokeness/status/1993882348069552531?s=20 https://twitter.com/CannConActual/status/1993693224196604379?s=20  at a colour revolution. @ColonelTowner and@xAlphaWarriorx have done a good job documenting several. We have been overwhelmingly resistant to these efforts on our homeland through the use of NGOs funding widespread protests and subsequent riots. And as President Trump cut the head off their private sector funding apparatuses (USAID, NED, etc), they are becoming desperate. So they politicized the military, subverted the Constitutional authority of the Commander in Chief, and injected themselves in a chain of command they are NOT a part of. The desperate attempt to execute their plan. This is life or death for the Deep State. https://twitter.com/CynicalPublius/status/1993886979738460646?s=20 There are three phases to a Color Revolution. It’s important to understand this so you can see how the actions of the Sedition 6 fit into this pattern. PHASE ONE: -Form underground opposition networks. -Create strong slogans and powerful information operations as recruitment tools. -Upon a certain well-coordinated signal, well-funded, well-organized mass protests “spontaneously” appear. -The armed wing of the movement conducts carefully coordinated, precision attacks on certain government infrastructure. PHASE TWO:  -Discredit military, security, and law enforcement forces through information operations, coordination with friendly media (Jimmy Kimmel? Talkin’ to you, Komrade Kelly), strikes, civil disobedience, rioting, and sabotage. yOU ARE HER -Occupy civic facilities and refuse to leave until your demands are met. -Strengthen and grow a highly organized logistics support network. -Issue ultimatums to the government, threatening violent uprisings if demands are unmet. The goal is to either have the government acquiesce or engage in violent repression, in each case thereby delegitimizing itself. PHASE THREE:  -Overthrow the government in a “non-violent” manner that is actually quite violent. -Open attacks on authorities, seizure of government buildings, destruction of government symbols. -Coordinate media messaging. If the government attacks, media will accuse the government of attacking “peaceful protestors.” If the government makes concessions, it will appear impotent because protestors will not compromise. -Widespread delegitimization of the government is effective in the minds of the populace; the government either willingly cedes power or is violently removed. -The once underground opposition forces’ leadership now seizes control of the government.   prisons, mental institutions, gangs, or drug cartels. They and their children are supported through massive payments from Patriotic American Citizens who, because of their beautiful hearts, do not want to openly complain or cause trouble in any way, shape, or form. They put up with what has happened to our Country, but it's eating them alive to do so! A migrant earning $30,000 with a green card will get roughly $50,000 in yearly benefits for their family. The real migrant population is much higher. This refugee burden is the leading cause of social dysfunction in America, something that did not exist after World War II (Failed schools, high crime, urban decay, overcrowded hospitals, housing shortages, and large deficits, etc.). As an example, hundreds of thousands of refugees from Somalia are completely taking over the once great State of Minnesota. Somalian gangs are roving the streets looking for “prey” as our wonderful people stay locked in their apartments and houses hoping against hope that they will be left alone. The seriously retarded Governor of Minnesota, Tim Walz, does nothing, either through fear, incompetence, or both, while the worst “Congressman/woman” in our Country, Ilhan Omar, always wrapped in her swaddling hijab, and who probably came into the U.S.A. illegally in that you are not allowed to marry your brother, does nothing but hatefully complain about our Country, its Constitution, and how “badly” she is treated, when her place of origin is a decadent, backward, and crime ridden nation, which is essentially not even a country for lack of Government, Military, Police, schools, etc…    denaturalize migrants who undermine domestic tranquility, and deport any Foreign National who is a public charge, security risk, or non-compatible with Western Civilization. These goals will be pursued with the aim of achieving a major reduction in illegal and disruptive populations, including those admitted through an unauthorized and illegal Autopen approval process. Only REVERSE MIGRATION can fully cure this situation. Other than that, HAPPY THANKSGIVING TO ALL, except those that hate, steal, murder, and destroy everything that America stands for — You won't be here for long! Trump Orders Green Card Review in the Wake of Shooting by Afghan on Overstay President Trump's Plan (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:13499335648425062,size:[0, 0],id:"ld-7164-1323"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="//cdn2.customads.co/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs");