Podcasts about Recession

Another major central bank panicked today into a 50 bps rate cut, just as markets have been predicting. Not only that, officials at that bank said they're ready for more as ultra-low rates are back within reach already. The Pringles can is far from empty even though central banks around the world would like you to believe they are in a good place. On the contrary, rate cuts really are like pringles – once central bankers start they're finding everywhere they can't stop.    Eurodollar University's Money & Macro AnalysisThis is all exactly why Eurodollar University is holding a webinar on Tuesday October 14, at 6pm ET. To help you begin to unlearn the garbage that Economics has taught you and the financial media keeps repeating day after day after day. We're going to dive into the hidden story, really the hidden truth of interest rates to uncover the wealth of information they contain which is otherwise inaccessible to you and everyone else thanks to Economics and central banks. https://webinar.eurodollar-university.com/home---------------------------------------------------------------------------------------------------------------------In a world where markets swing on every headline, focus matters. That's why Eurodollar University offers One Big Weekly Theme — a disciplined, thematic analysis you can count on. If you don't have the time to go all the way to the depth of Eurodollar University's comprehensive Deep Dive Analysis and want the next best thing, One Big Weekly Theme is for you. https://eurodollaruniversity.substack.com---------------------------------------------------------------------------------------------------------------------https://eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

In this episode of Excess Returns, macro strategist Julian Brigden of MI2 Partners joins the show to break down today's volatile market landscape. Brigden discusses why he believes we're in one of the most fertile environments for macro investors in decades, the forces driving dollar weakness, inflation, and capital rotation, and how investors can position amid shifting policies, labor constraints, and AI's uncertain impact. He also explains the risks of U.S. exceptionalism, the fragility of equity markets, and why he's long everything not tied to the U.S.Topics covered:The role of macro as a “supporting actor” that becomes essential at tops and bottomsWhy this may be the best macro environment in 40 yearsThe policy and market implications of tariffs, immigration, and a weaker dollarPositioning for U.S. underperformance and the case for international assetsHow Brigden uses price confirmation and technical signals in his processThe dollar's impact on equity and sector leadershipInflation, labor markets, and the “no firing, no hiring” phenomenonWhy AI's economic impact will take longer than expectedThe probabilities of recession, inflation, and soft landing scenariosFiscal dominance, debt, and the future of financial repressionWhy bonds are “a crap place to have your cash”The fragile reflexive cycle of passive investing and U.S. equitiesLessons for individual investors about thinking independently and avoiding industry “cheerleaders”Timestamps:00:00 Macro at extremes and U.S. underperformance risk02:00 How Brigden uses macro analysis to time markets06:00 Why this is a generational macro opportunity08:00 Tariffs, growth, and the policy shift under Trump12:00 Price confirmation and process discipline15:00 The case for non-U.S. assets and sector rotation20:00 Inflation waves and the labor market's fragility26:00 AI, uncertainty, and hiring hesitation36:00 Recession vs. reacceleration probabilities42:00 The debt problem and fiscal dominance47:00 Sector positioning and the weak dollar playbook51:00 Passive flows and market reflexivity56:00 The hyper-financialized U.S. economy01:00:00 AI, equity valuations, and risk of disappointment01:01:00 Lessons for investors and independent thinking

A recession usually means falling inflation and lower bond yields — good news for bond investors. But what if this time is different? Lance Roberts & Michael Lebowitz break down how the next recession could flip the bond trade from bullish to bearish — and why government policy and fiscal stimulus may once again distort the relationship between inflation, yields, and bond prices. 0:19 - US Dollar Impact on Multi-national Companies 3:32 - Expectations for Market Reversal 9:45 - The AI Chase & Circular Money Flow 13:17 - Investments are Based on Hopeful Future Demand 16:28 - The Question of The How & The When 19:12 - The Nvidia - AMD - OpenAI Conundrum 20:07 - Natural Gas is the Only Answer for next 5-years 22:02 - Markets Are Chasing Whatever Goes Up 24:24 - The Lesson for Diversifying 26:15 - Do Bonds Protect Investors in the Next Recession? 32:18 - Preview of Daniel LaCalle Interview 35:38 - Gold is Fueling Dollar Debasement 39:43 - All Asset Classes will Reverse Eventually 43:33 - Is This Time Different? 50:06 - Coming Attractions

In this episode, we will look into how 22 U.S. states may already be in a recession and what it could mean for you. Today's Stocks & Topics: Copart, Inc. (CPRT), Market Wrap, The Progressive Corporation (PGR), Recession by ZIP Code: Why 22 States Are Already Feeling the Downturn, Where to Invest?, Trailing Stops, Fair Isaac Corporation (FICO), Emerging Markets, Atlassian Corporation (TEAM), Bank of America Corporation (BAC), JPMorgan Chase & Co. (JPM), Mercado Libre, Inc. (MELI).Our Sponsors:* Check out Anthropic: https://claude.ai/INVEST* Check out Gusto: https://gusto.com/investtalk* Check out TruDiagnostic and use my code INVEST for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands

Repo fails have jumped to more than $320 billion as of the final full week in September, the highest since the very start of January. More importantly, the timing. While there are technical reasons for rising fails, they have been increasing since the first week in August, right when the July payroll report came out. There's also been substantial selling of foreign reserve assets, an enormous amount which likewise is timed to the release of payroll estimates. Eurodollar University's Money & Macro Analysis---------------------------------------------------------------------------------------------------------------------This is all exactly why Eurodollar University is holding a webinar on Tuesday October 14, at 6pm ET. To help you begin to unlearn the garbage that Economics has taught you and the financial media keeps repeating day after day after day. We're going to dive into the hidden story, really the hidden truth of interest rates to uncover the wealth of information they contain which is otherwise inaccessible to you and everyone else thanks to Economics and central banks. https://webinar.eurodollar-university.com/home---------------------------------------------------------------------------------------------------------------------What is a Eurodollar University membership? It's where understanding the monetary world isn't a mystery—it's a method. If you're serious about your financial education and want clarity in a world of volatility and massive uncertainty, you're in the right place. Mainstream education has left so many massive gaps on the most foundational concepts, making sense of everything is practically impossible otherwise. With our memberships, we'll fill in everything that you've been missing. https://eurodollar.university/memberships---------------------------------------------------------------------------------------------------------------------https://eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

In this 200th-episode special of Retire in Texas, Darryl Lyons, CEO & Co-Founder of PAX Financial Group, begins a three-part series exploring why some economists are discussing the potential for a future downturn, and what history can teach us about investor behavior during times of uncertainty. From the fall of Rome to the Great Depression to today's evolving economy, Darryl connects four powerful influences - government spending, inflation, demographics, and technology - and discusses how these forces interact to shape long-term economic outcomes. He also examines how optimism and pessimism affect investor psychology and what it means to stay steady when headlines predict doom. If you've ever wondered whether history is repeating itself - or how to stay grounded when headlines predict doom - this episode offers clarity, perspective, and practical insights to help you think long-term. Key Highlights from the Episode -Why predictions of a “2030 Depression” are gaining attention. -Optimists vs. pessimists: how each influences investor behavior. -Lessons from history: Rome's collapse and the Great Depression. -Why history doesn't repeat itself - but it often rhymes. -What gives U.S. currency its resilience, and how trust plays a role in economic stability. Listen to more episodes: https://PAXFinancialGroup.com/podcasts If you enjoyed today's discussion, share it with family and friends!

Let's talk about whether your state is in recession....

OPEC this past weekend agreed to raise production into a falling market, putting it on the edge of confirming a major worldwide downturn. This is why, despite the crude cartel not increasing supply as much as feared, oil prices didn't really react. There are far greater problems plaguing the energy markets, including tightening dollar conditions which go right along with this major market warning. Eurodollar University's Money & Macro Analysis---------------------------------------------------------------------------------------------------------------------What if your gold could actually pay you every month… in MORE gold?That's exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.Check it out here: https://monetary-metals.com/snider---------------------------------------------------------------------------------------------------------------------This is all exactly why Eurodollar University is holding a webinar on Tuesday October 14, at 6pm ET. To help you begin to unlearn the garbage that Economics has taught you and the financial media keeps repeating day after day after day. We're going to dive into the hidden story, really the hidden truth of interest rates to uncover the wealth of information they contain which is otherwise inaccessible to you and everyone else thanks to Economics and central banks. https://webinar.eurodollar-university.com/home---------------------------------------------------------------------------------------------------------------------CNBC Oil rises more than 1% after OPEC+ hikes output less than expectedhttps://www.cnbc.com/2025/10/06/oil-prices-gain-1percent-after-lower-than-expected-opec-output-hike.htmlBloomberg The Oil Market's 2026 Tsunami Will Be Costly to Financehttps://www.bloomberg.com/opinion/articles/2025-10-06/the-oil-market-s-2026-tsunami-will-be-costly-to-financeBloomberg Unsold Oil From Middle East Hints at Early Signs of Global Gluthttps://www.bloomberg.com/news/articles/2025-10-02/unsold-oil-from-middle-east-hints-at-early-signs-of-global-gluthttps://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

In this episode of More Than Roommates, Derek, Gabrielle, and Scott have a candid, biblical conversation about the “sexless marriage”—why it happens, how pornography, busyness, medical issues, and poor communication play a role, and what couples can do to rebuild connection. They offer practical steps so you can move from roommates back to one-flesh intimacy. Questions to Discuss: 1. In our season right now, does sex feel more like a thermometer (just reporting our temperature) or a thermostat (able to change it)? Why?2. When was the last time we each felt truly pursued and enjoyed by the other? What specific actions helped?3. What would make it safer for us to share desires, preferences, and fears about sex?4. How can we renew the covenant this week in a way that is tender, unhurried, and mutually honoring? Scriptures:Ephesians 4:271 Corinthians 7:3-5 Resources:Book - Secrets of Sex and Marriage: 8 Surprises That Make All the Difference by Shaunti Feldhahn & Michael SytsmaArticle – The Sex RecessionBook – Reconnected – Greg & Erin SmalleyMore Than Roommates Interviews with Juli Slattery – Surrendered Sexuality & Sexual Abuse

Host Chris Lopez sits down with Peter, an anesthesiologist who became an LP and then a GP, to unpack the career jolt that pushed him into real estate and the systems he built to bring more transparency and advocacy to LPs through Ascent Equity Group. Peter shares his first $5k crowdfunding check (and that unforgettable $47 distribution), lessons from launching in the tough 2021 vintage, and how his team handled rate/insurance shocks, lender work-outs, and communication when things got bumpy. We also dive into why he's been using preferred equity in today's market—including a 12.5–13.5% monthly-pay deal that returned capital in ~12 months and where he's hunting now (hospitality, selective retail, and medical office) with a likely recession window following the Fed's pivot. Key Takeaways: From OR to LP to GP: how a broken partnership promise sparked a plan for autonomy and passive income Preferred equity in practice: monthly pay, collateralized position, and why it's a “right now” tool—not forever 2021 lessons: short-term debt + fast-rising rates/insurance = humility, capital infusions, and relentless communication Macro setup: Fed pivot → typical recession lag (~10–11 months) → prepare capital/relationships for distressed opportunities What's next: multifamily fundamentals (supply pause, sticky demand), selective hospitality/retail, and a special eye on medical office Disclaimer The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast.

This week, in episode 264, David C. Barnett and Jennifer Kerhin say they're already making plans for next year: adjusting pricing, conducting employee reviews, and setting budgets. In the past, Jennifer has chosen to restrain growth to give her employees and her processes a chance to catch up. But this coming year? She says she's ready to “unleash the hounds.” And for the first time, she's planning to budget for profit first and then force her expenses to fit her margins. Unlike Jennifer, who conducts employee reviews throughout the year, David saves his evaluations for the end of the year. As he looks forward, he's trying to figure out what the economy means for his business. He's seeing more companies in distress, but also more opportunities to help people with severance packages who decide to buy businesses. Plus: David and Jennifer share how they've each been experimenting with ChatGPT of late.

These recent bankruptcies have garnered close attention from the marketplace because they represent the very real possibility serious cracks have already weakened credit markets...to the point even the stock market (part of it, anyway) is taking a hard look. Ally, Bread Financial, Affirm, even Capital One, they've all see their stocks plummet. There's more here than it seems because of all the noise about share indexes and their own record highs. Everyone has ignored job losses, until now that is. Eurodollar University conversation w/Steve Van Metre----------------------------------------------------------------This is all exactly why Eurodollar University is holding a webinar on Tuesday October 14, at 6pm ET. To help you begin to unlearn the garbage that Economics has taught you and the financial media keeps repeating day after day after day. We're going to dive into the hidden story, really the hidden truth of interest rates to uncover the wealth of information they contain which is otherwise inaccessible to you and everyone else thanks to Economics and central banks. https://webinar.eurodollar-university.com/home----------------------------------------------------------------Bloomberg Subprime Credit Troubles Send Shares of Consumer Lenders Reelinghttps://www.bloomberg.com/news/articles/2025-10-03/subprime-credit-troubles-send-shares-of-consumer-lenders-reelinghttps://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

It's Monday, October 6, A.D. 2025. This is The Worldview in 5 Minutes heard on 140 radio stations and at www.TheWorldview.com.  I'm Adam McManus. (Adam@TheWorldview.com) By Adam McManus Muslims decapitated or shot 30 Christians in Mozambique, Africa Over 30 Christians were beheaded in a series of recent attacks in northern Mozambique, Africa by Islamic State-affiliated terrorists who also released graphic photographs showing the executions, shootings, and widespread arson, reports The Christian Post. The group targeted multiple villages across Cabo Delgado and Nampula provinces, setting fire to churches and homes in a campaign of violence against civilians. According to The Middle East Media Research Institute, the Islamic State Mozambique group released a 20-image photoset this week, documenting its operatives executing civilians by beheading and close-range gunfire, and burning down homes and churches. The Mozambican insurgency, active since 2017, has led to the deaths of at least 6,200 people. In Deuteronomy 32:35, God says, “It is mine to avenge; I will repay. In due time, their foot will slip; their day of disaster is near, and their doom rushes upon them.” The United Nations estimates that more than 1 million people in northern Mozambique have been displaced since the conflict began, due to a combination of militant violence, prolonged drought and extreme weather events. Open Doors ranks Mozambique, Africa as the 37th most dangerous country worldwide for Christians. Nigerian Muslims killed kidnapped pastor after receiving ransom Armed Muslim groups in Kwara State, Nigeria killed a local pastor after abducting him and receiving ransom payments from his community, reports International Christian Concern. Rev. James Issa, a pastor with the Evangelical Church Winning All, was taken from Ekati village on August 28.  His abductors initially demanded $67,000. Weeks of negotiations followed, with family members, church leaders, and villagers contributing funds to secure his release.  The community raised $3,300, a sum far beyond the means of the rural community. The money was delivered to the kidnappers, but instead of releasing the pastor, the armed group demanded an additional $30,000. Before any further talks could take place, they killed Rev. Issa.  Netanyahu demands release of all 48 hostages in order to end war On Sunday, Israeli Prime Minister Benjamin Netanyahu said that no part of U.S. President Donald Trump's peace plan will be enacted until all 48 hostages, alive and dead, are returned to Israeli territory, reports The Jerusalem Post. Additionally, Netanyahu stated that if the hostages are not released by Trump's deadline, "Israel will resume fighting with full backing from all involved countries." However, speaking to Israeli journalist Barak Ravid, President Trump told Netanyahu, “Bibi, this is your chance for victory.”  Currently, there is no set deadline for the hostage release, although negotiations to finalize the plan are set to begin in Cairo, Egypt today. An anonymous source told the Jerusalem Post that (a) Hamas, the Muslim terrorist group, is committed to reaching an agreement to end the war in the Gaza Strip and (b) the release of the hostages will be carried out gradually over several days through the International Red Cross. Secretary of State Marco Rubio appeared on NBC's “Meet the Press” with Kristen Welker. WELKER: “I want to start with these peace negotiations in the Middle East. Is this now the end of the war in Gaza?” RUBIO: “Well, not yet. There's some work remains to be done, and I would view it in two phases, in terms of understanding how to break this out. “The first piece of it, which is very clear from the letter in Hamas' response, is they have agreed to the President's hostage release framework. And what needs to happen now, and they acknowledge in the letter in their response, is there now needs to be meetings which are occurring, even as I speak to you now, and hopefully will be finalized very quickly on the logistics of that. “What that means is, who goes in to get them? Is it the Red Cross? You know, when do they show up? What place are they going to be? And the conditions have to be created for that to happen. You can't have bombs going off and fighting going on in the middle of this exchange. So, that's piece one. And we want to see that happen as soon as possible, all 48 hostages, both living and deceased. “The second part of it, it's even harder, and that is the long term piece. What happens after Israel pulls back to the yellow line, and potentially beyond that, as this thing develops? How do you create this Palestinian technocratic leadership that's not Hamas, that's not terrorists, and with the help of the international community? “How do you disarm any sort of terrorist groups that are going to be building tunnels and conducting attacks against Israel? How do you get them to demobilize? All that work -- that's going to be hard. But that's critical, because without that, you're not going to have lasting peace. You may get the hostages back, you may get a cessation of hostilities, but in the long term, it's going to happen all over again.” Hero Ukrainian soldier kills 27 Russian troops A heroic Ukrainian warrior killed 27 Russian soldiers singlehandedly while defending two bridges surrounded by enemy forces, reports The U.S. Sun. Rus spent over seven weeks crouched in a putrid-smelling basement protecting the crossings -- armed with nothing more than a firearm and pure grit. The valiant soldier has been recommended for the Hero of Ukraine medal, the country's highest military honor, for his brave work. He personally killed 27 Kremlin forces - steadfast in his defense of the crossings in Dopropilia, in Ukraine's Donetsk region. Speaking to The Times, he recalled the grim reality of spending almost two months taking cover in a gloomy basement as Russian drones buzzed overhead.  He could only use the toilet "at dusk or at dawn" over fears of being struck and for seven weeks only washed with baby wipes. First-ever woman becomes Archbishop of Canterbury Sarah Mullally has been chosen as the new Anglican archbishop of Canterbury, marking the first time a woman has been named to the highest ecclesiastical position in the Anglican Church, reports LifeSiteNews.com. In 1 Timothy 2:12, the Apostle Paul wrote, "I do not permit a woman to teach or to assume authority over a man; she must be quiet.” The seat of the archbishop of Canterbury had been vacant since January 7, 2025, when Archbishop Justin Welby resigned due to allegations of mishandling an abuse case involving John Smyth who beat Winchester Boarding School students until they bled, leaving permanent scars. MarketWatch: 22 states already in recession And finally, according to Mark Zandi, chief economist at Moody's Analytics, the U.S. economy is very close to falling into a damaging contraction. Many states are already experiencing a recession. Zandi estimates that 22 states, plus the District of Columbia, are now experiencing persistent economic weakness and job losses that are likely to continue. Another 13 states are treading water. The overall picture is one of a weak U.S. economy that is vulnerable to being pushed into a ditch by a strong wind. The economist added, “The economy is still not in recession, but the risks are very high. We're on the precipice.” Close And that's The Worldview on this Monday, October 6th, in the year of our Lord 2025. Follow us on X or subscribe for free by Spotify, Amazon Music, or by iTunes or email to our unique Christian newscast at www.TheWorldview.com.  I'm Adam McManus (Adam@TheWorldview.com). Seize the day for Jesus Christ.

Like Amazon, now Walmart and Target are holding similar “fall” savings events promising to offer big savings. All three of them know the consumer economy is in deep trouble, thus the overemphasis on savings. But it's not just what these retailers are doing for customers, it's what they aren't doing for workers. According to a range of sources, including the retailers themselves, they are not hiring. Eurodollar University's Money & Macro AnalysisFor more information on 21shares and to sign up for their newsletter, visit https://bit.ly/3JTI4GQSubscribe @21Shares on YouTube: https://www.youtube.com/@21sharesFollow @21Shares on Instagram: https://www.instagram.com/21shares_/Follow @21Shares on Linkedin: https://www.linkedin.com/company/21shares-us/Follow @21Shares on X: https://x.com/21Shares_US----------------------------------------------------------------Sign up for our webinar on the Hidden Truth Behind Interest Rates:https://webinar.eurodollar-university.com/home----------------------------------------------------------------Challenger Gray & Christmas https://www.challengergray.com/blog/september-job-cuts-fall-37-from-august-ytd-total-highest-since-2020-lowest-ytd-hiring-since-2009/Retail Dive How retailers are hiring for the 2025 holiday seasonhttps://www.retaildive.com/news/retail-holiday-season-hiring-job-cuts/760900/ISM Services September 2025https://www.ismworld.org/supply-management-news-and-reports/reports/ism-pmi-reports/services/september/FRBNY Business Leaders Surveyhttps://www.newyorkfed.org/medialibrary/media/Survey/business_leaders/2025/2025_09blsreport.pdf?sc_lang=en&hash=872CB84D638D0F3D1A3F833365E25EF4Dallas Fed Texas Services Outlook Surveyhttps://www.dallasfed.org/research/surveys/tssos/2025/2509

Rob explains why something worse than a recession is imminent, citing highly credible billionaires and investors like Ray Dalio and Michael Burry, the latter of whom successfully predicted the 2008 banking crash and is now shorting major companies like Apple and Nvidia.  These financial heavyweights, along with Warren Buffett are behaving in ways that signal a potential crisis, with the stock market shown to be likely overvalued and real estate, particularly in London, already seeing dramatic price drops, indicating that this historic crash could present an unprecedented opportunity for contrarian investors who are prepared to buy into the market when others are fearful. BEST MOMENTS “Something worse than a recession is coming!” "Be greedy when others are fearful and fearful when others are greedy." "Everything in the world is neither good nor bad, it just depends on who." Exclusive community & resources:   For more EXCLUSIVE & unfiltered content to make, manage & multiply more money, join our private online education platform: Money.School →⁠ ⁠⁠https://money.school⁠   And if you'd like to meet 7 & 8 figure entrepreneurs, & scale to 6, 7 or 8 figures in your business or personal income, join us at our in-person Money Maker Summit Event (including EXCLUSIVE millionaire guests/masterminds sessions)  →⁠ ⁠⁠https://robmoore.live/mms⁠ 

Money from around the world continues to pour into Swiss bond markets, driving yields there down below zero and keeping them that way. Because Switzerland remains a key global money center in the eurodollar world, this kind of heightened demand for safety is directly related to rising worries about the rest of the world. Moreover, the Swiss curve is an indication of what we should expect from global rates moving forward.Eurodollar University's Money & Macro Analysis---------------------------------------------------------------------------------------------------------------------What if your gold could actually pay you every month… in MORE gold?That's exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.Check it out here: https://monetary-metals.com/snider------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------Sign up for our webinar on the Hidden Truth Behind Interest Rates:https://webinar.eurodollar-university.com/home---------------------------------------------------------------------------------------------------------------------https://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

In this episode of The Gray Report, Spencer Gray is joined by Gray Capital's Griffin Haddad, Investor Relations, for a wide-ranging conversation on the state of the multifamily housing market, the broader economy, and the human side of investing.We cover:Why national rent growth is turning negative — and how the Midwest is bucking the trendVacancy, absorption, and the true drivers of NOI growth in today's marketHow interest rates, the Fed, and the 10-year Treasury shape multifamily investingWhat investors should know about affordability, homeownership vs. renting, and value-add strategiesThe risks of institutional over-investment in markets like DenverGriffin's remarkable career shift — from the NFL sidelines as an athletic trainer to guiding investors at Gray CapitalIf you're a multifamily investor (active or passive), or just want to understand the forces shaping real estate and the economy, you're in the right place. Subscribe for weekly insights, market data, and honest conversations about multifamily real estate and investing.Sign up for our free weekly newsletter: graycapitalllc.com/newsletter

This week has seen one oil company after another announce major layoffs. The oil curve is within sight of flipping and wholesale gasoline prices are only a penny above their lowest since 2021. Why? The answer was all over ADP's private payroll report for September. Eurodollar University's Money & Macro AnalysisFor more information on 21shares and to sign up for their newsletter, visit https://bit.ly/3JTI4GQSubscribe @21Shares on YouTube: https://www.youtube.com/@21sharesFollow @21Shares on Instagram: https://www.instagram.com/21shares_/Follow @21Shares on Linkedin: https://www.linkedin.com/company/21shares-us/Follow @21Shares on X: https://x.com/21Shares_US----------------------------------------------------------------Sign up for our webinar on the Hidden Truth Behind Interest Rates:https://webinar.eurodollar-university.com/home----------------------------------------------------------------ADP https://adpemploymentreport.com/IEA Oil Market Report August 2025https://www.iea.org/reports/oil-market-report-august-2025HRD Imperial Oil, ExxonMobil announce major layoffs for Canada amid global restructuringhttps://www.hcamag.com/ca/news/general/imperial-oil-exxonmobil-announce-major-layoffs-for-canada-amid-global-restructuring/551612Dow Jones TotalEnergies to Cut Costs While Boosting Oil, Gas Output Through 2030 — Updatehttps://www.morningstar.com/news/dow-jones/202509296462/totalenergies-to-cut-costs-while-boosting-oil-gas-output-through-2030-updateFox Business Exxon to slash thousands of jobshttps://www.foxbusiness.com/media/exxon-slash-thousands-jobs-major-corporate-overhaul-comprehensive-restructuring-planhttps://eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDUDisclaimerThis video is sponsored by 21Shares. The information provided in this video is for educational and informational purposes only and should not be considered financial or investment advice. Investing involves risk, including the possible loss of principal. Products mentioned may not be available in all jurisdictions, and their suitability will depend on your individual circumstances. Always conduct your own research and consult with a licensed financial advisor before making any investment decisions.

October 2, 2025 - Zach discusses the current state of the market, emphasizing its disconnection from reality and the challenges faced by companies like Tesla. He expresses concerns about valuations, the need for a recession, and the consequences of inflated asset prices.

The latest report on jobs changes everything. The hiring rate in August dropped to its lowest level since April of 2020. April 2020. It's another clear sign that the labor market is visiting Dr. Beveridge and right in time for Amazon Prime Days which begin a week from now. Consumer confidence fell sharply here for September in even more new data, with workers reporting they also feel job availability is at a multi-year low, so it's not just in the high level data, this thing is also making waves on the ground. Eurodollar University's Money & Macro Analysis---------------------------------------------------------------------------------------------------------------------It is absolutely critical to understand the hidden truth or really truths about what interest rates are saying. Decoding them isn't really that difficult, either, once you step away from mainstream Economics. And that's what we're going to do on Tuesday October 14 at 6 pm ET. Join me for a full webinar as we break down these secrets to interest rates that really shouldn't be.Sign up for our webinar on the Hidden Truth Behind Interest Rates:https://webinar.eurodollar-university.com/home---------------------------------------------------------------------------------------------------------------------What is a Eurodollar University membership? It's where understanding the monetary world isn't a mystery—it's a method.If you're serious about your financial education and want clarity in a world of volatility and massive uncertainty, you're in the right place. https://eurodollar.university/memberships ---------------------------------------------------------------------------------------------------------------------Conference Board https://www.conference-board.org/topics/consumer-confidence/https://eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

Kerry Lutz and Anthony Saccaro break down the latest drop in consumer confidence and what it means for the economy. Rising unemployment has hit 4.3%, inflation remains stubborn, and the balance between jobs and wages is shifting. Saccaro explains how wage growth in a tight labor market fuels inflation, complicating the Federal Reserve's efforts. He sees a 20–25% chance of recession within the next 12 to 18 months, as economic cycles and consumer sentiment weigh heavily on future growth. The conversation also digs into national debt concerns, the looming threat of a government shutdown, and the need to cut government waste, while tax changes, tariffs, and regulatory rollbacks are explored for their impact on businesses, consumers, and the broader economy. Finally, Kerry and Anthony reflect on the importance of productivity, technology, and quality content — not only in financial planning but in shaping the economic future. Find Anthony here: https://anthonysaccaro.com Find Kerry here :https://khlfsn.substack.com and here: https://inflation.cafe     Kerry's New Book “The World According to Martin Armstrong – Conversations with the Master Forecaster” is now a #1 Best Seller on Amazon. . Get your copy here: https://amzn.to/4kuC5p5

What is going on in the auto world? First, Tricolor goes bankrupt. Then parts supplier First Brands follows them. CarMax reports dismal earnings. Even Germany's Bosch decided to lay off another 13,000 workers. It's not just a canary in the coal mine, there's a whole flock - or fleet - of them. Eurodollar University's Money & Macro Analysis---------------------------------------------------------------------------------------------------------------------What if your gold could actually pay you every month… in MORE gold?That's exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.Check it out here: https://monetary-metals.com/snider------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------Sign up for our webinar on the Hidden Truth Behind Interest Rates:https://webinar.eurodollar-university.com/home---------------------------------------------------------------------------------------------------------------------CarMax Second Quarter Earningshttps://investors.carmax.com/news-and-events/news/news-details/2025/CarMax-Reports-Second-Quarter-Fiscal-Year-2026-Results/default.aspxCNBC CarMax stock plummets 20% following ‘challenging' quarterhttps://www.cnbc.com/2025/09/25/carmax-stock-plummets-after-missed-wall-streets-expectations.htmlMarketWatch CarMax sees surprise drop in used-car sales even at lower prices, and the stock diveshttps://www.marketwatch.com/story/carmax-sees-unexpected-drop-in-used-car-sales-even-at-lower-prices-and-the-stock-dives-7dc067b0Bloomberg Economists Lower US Job Growth Through 2026, Fueling Rate Cutshttps://www.bloomberg.com/news/articles/2025-09-26/economists-lower-us-job-growth-through-2026-fueling-rate-cutsGTR First Brands supply chain finance debt tops US$866mnhttps://www.gtreview.com/news/americas/first-brands-supply-chain-finance-debt-tops-us866mn/Bloomberg First Brands Files for Bankruptcy After Lender Scrutinyhttps://www.bloomberg.com/news/articles/2025-09-29/auto-parts-supplier-first-brands-files-for-bankruptcyQ3 2025 Cox Automotive Dealer Sentiment Index Shows Steady Confidence Amid Economic Headwindshttps://www.coxautoinc.com/insights-hub/q3-2025-cadsi/Bloomberg Bosch to Shed 13,000 Jobs as Auto-Industry Slump Deepenshttps://www.bloomberg.com/news/articles/2025-09-25/bosch-to-shed-another-13-000-jobs-as-auto-industry-slump-deepenshttps://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

Join Moe and Javaid as they analyze the markets heading into the final quarter of 2025. Will markets continue moving higher or is the Fed's rate cut an indicator markets are in trouble? What are some of the important data points and indicators being released this week? Gold is historically a good hedge against inflation, how is it performing in 2025? Listen now to get the answers to these and more!   

Companies are throwing trillions of dollars chasing the latest fad at the worst possible time. Even hedge fund insiders are sounding alarms over the collision between macro reverse and bubble building mania. Bigger than the dot-coms. Eurodollar University's conversation w/Steve Van Metre----------------------------------------------------------------Sign up for our webinar on the Hidden Truth Behind Interest Rates:https://webinar.eurodollar-university.com/home----------------------------------------------------------------In a world where markets swing on every headline, focus matters. That's why Eurodollar University offers One Big Weekly Theme — a disciplined, thematic analysis you can count on.If you don't have the time to go all the way to the depth of Eurodollar University's comprehensive Deep Dive Analysis and want the next best thing, One Big Weekly Theme is for you. https://eurodollaruniversity.substack.com----------------------------------------------------------------https://eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

Dr. Boyce Watkins is one of the most respected voices in Black economics and wealth-building. A Finance PhD and former Syracuse University professor, he has been featured in major outlets such as CNN, The New York Times, BET, and The Wall Street Journal for his insights on money and community empowerment. He is the founder of The Black Business School, a global platform serving hundreds of thousands of students, and host of the popular podcast The Dr. Boyce Breakdown. Through his books, including The 10 Commandments of Black Economic Power, and his teaching, he equips families with practical strategies to build generational wealth.Dr. Watkins has a passion for showing people how to escape the rat race, build passive income, and strengthen their families through financial literacy. To learn more, visit BoyceWatkins.com.And if you'd like a free list of his favorite AI stocks, just text the word Stock to 87948 on your phone.

Mike Armstrong and Paul Lane discuss why this week's most important data release is the jobs report. Rate cuts might not cure what ails the job market. Recession seems far off. The economy is also far from trouble. Why a small auto parts maker in the MidWest going bankrupt has massive ramifications. 

Episode overviewIn this special episode, hosts and Co-Chief Investment Strategists Kevin Headland and Macan Nia welcome Nathan William Thooft, Chief Investment Officer for Multi Assets and Equities at Manulife Investments. Nate shares his global perspective on markets, asset allocation, and the evolving investment landscape, with insights tailored for Canadian investors.---Key topics & insights1. U.S. economic outlook: resilience amid uncertainty· No imminent recession expected—Nate explains that while recent U.S. labor market data has softened, it's not likely a signal for an imminent recession. The U.S. economy's balance between manufacturing and services helps offset sector-specific weaknesses.· Policy uncertainty—Earlier legislative and tariff changes have caused “paralysis” in company decision-making, but clarity is expected to improve economic data in coming months.· New paradigm—The severity of future U.S. recessions may be more muted due to the economy's diversification.2. Inflation & tariffs: what's really happening?· Tariff impact delayed—Studies show tariffs typically take up to a year to affect inflation. Many imports are exempt, and companies are absorbing costs, leading to lower-than-expected inflationary effects.· Substitution effect—Companies are shifting imports to countries with lower tariffs, further dampening inflation pressures.  3. Regional equity markets: Europe & Asia· Europe's outperformance—European equities have surprised with strong returns in 2025. Nate attributes this to a sentiment shift away from the U.S. amid geopolitical uncertainty, but sees it as opportunistic rather than a long-term trend.· Active vs. passive management—Active management is especially valuable in regions like Europe and Asia, where opportunities are less covered.· China's mixed signals—Despite strong equity performance and policy support, China's fundamentals (consumer spending, industrial production) remain weak. Nate is cautiously optimistic, citing potential in technology and AI, and improving sentiment.4. Asset allocation: equities vs. fixed income· Modest equity overweight—Manulife portfolios remain overweight equities, reflecting solid fundamentals despite stretched valuations.· Fixed income caution—Less conviction in long-duration fixed income due to changing yield curve dynamics and rising term premiums.· Diversification beyond 60/40—Nate advocates for broader diversification, including alternative assets, to manage risk.5. Private Assets & Alternatives· Democratization of privates—The trend toward making private assets (infrastructure, private credit, real estate) accessible to retail investors is accelerating, as seen in recent industry partnerships.· Role in portfolios—Private assets offer diversification and potential downside protection, especially when traditional fixed income may be less effective.6. Artificial Intelligence (AI) in asset management· Efficiency & speed—AI is transforming research, data analysis, and commentary writing, but won't replace portfolio managers who bring creativity and intellectual capital.· Research revolution—AI enables analysis of vast data sets, improving productivity and decision-making.  7. Cryptocurrency: a legitimate asset class?· Growing acceptance—Nate views crypto as a legitimate asset class, though volatility and regulatory uncertainty mean exposures should remain modest and client-specific.· Regulatory trends—As demand grows, policy is likely to become more accommodating.8. Career advice for aspiring portfolio managers· Decisiveness—Don't wait for perfect information—make decisions with 60–80% of the data to avoid missing opportunities.· Passion & objectivity—Be passionate about investing, but unemotional in decision-making. The ability to cut losses and remain objective is crucial for success.---Actionable takeaways for Canadian investors· Stay diversified—Consider global opportunities and alternatives beyond traditional stocks and bonds.· Monitor policy impacts—Watch for delayed effects from tariffs and monetary policy.· Embrace active management—Especially in regions with less coverage and more inefficiencies.· Explore private assets—As access expands, these can enhance portfolio resilience.· Leverage technology—AI will increasingly support research and efficiency, but human insight remains essential.---Links & Resources · Listen to the episode: Investments Unplugged Podcast · Learn more about Manulife Investments: Manulife IM Canada---Share & SubscribeIf you enjoyed this episode, please share it with your network and subscribe for future insights on markets, investing, and portfolio strategy.---For informational purposes only. This episode does not constitute investment advice. Please consult a qualified advisor before making investment decisions.---Show notes prepared by Investments Unplugged Podcast Team, September 2025.

Send us a textIs your self-storage pricing strategy bleeding cash while you're sitting at 90% occupancy?  Scott explains one of the most urgent and transformative trends in the self-storage industry today… dynamic pricing and AI-powered revenue optimization.  As markets soften, promotions spike, and new supply floods the industry, savvy operators are turning to real-time data-driven pricing models to protect margins and outsmart the competition.  Scott breaks down exactly how dynamic pricing works, what tools you need, and how to implement this system step-by-step, even if you're starting small.  WHAT TO LISTEN FOR2:44 What is dynamic pricing in self storage?5:27 How can AI increase storage revenue at 90% occupancy?7:03 What are the risks of using dynamic pricing?8:44 How do I start using dynamic pricing in self storage?10:23 How is AI used to predict self storage demand?Leave a positive rating for this podcast with one clickCONNECT WITH USWebsite | You Tube | Facebook | X | LinkedIn | InstagramFollow so you never miss a NEW episode! Leave us an honest rating and review on Apple or Spotify.

For more information on 21shares and to sign up for their newsletter, visit https://bit.ly/3JTI4GQSubscribe @21Shares on YouTube: https://www.youtube.com/@21sharesFollow @21Shares on Instagram: https://www.instagram.com/21shares_/Follow @21Shares on Linkedin: https://www.linkedin.com/company/21shares-us/Follow @21Shares on X: https://x.com/21Shares_US----------------------------------------------------------------Sign up for our webinar on the Hidden Truth Behind Interest Rates:https://webinar.eurodollar-university.com/home----------------------------------------------------------------Everyone has been abuzz about Tricolor's bankruptcy. The subprime auto lender has already created hundreds of millions in losses and for some of the biggest banks. But the real story here isn't those hundreds of millions, rather the trillions in debt that is priced on financial variable that's otherwise impossible to pin down. Tricolor's bankruptcy just might shed some light on it. Will the financial world like what it could find?Eurodollar University's Money & Macro AnalysisFifth Bank 8-Khttps://www.sec.gov/ix?doc=/Archives/edgar/data/0000035527/000003552725000185/fitb-20250905.htmBloomberg Tricolor Trustee Targets 100,000 Auto Loans Stuck in Limbohttps://www.bloomberg.com/news/articles/2025-09-18/tricolor-trustee-seeks-control-over-100-000-subprime-auto-loansWired Recipe for Disaster: The Formula That Killed Wall Streethttps://www.wired.com/2009/02/wp-quant/https://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDUDisclaimerThis video is sponsored by 21Shares. The information provided in this video is for educational and informational purposes only and should not be considered financial or investment advice. Investing involves risk, including the possible loss of principal. Products mentioned may not be available in all jurisdictions, and their suitability will depend on your individual circumstances. Always conduct your own research and consult with a licensed financial advisor before making any investment decisions.Eurodollar University's Money & Macro Analysishttps://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

Jim McTague uses restaurant metrics as recession indicators. A waitress reports customers "disappeared" in East Petersburg, and a popular 16-chain brewery declared sudden bankruptcy. 1945

Preview: Lorenzo Fiori reports that Milan, the current center of worldwide fashion, shows no recession signs. High-end spending, luxury shopping, and vibrant nightlife suggest people have money to spend. 1540 MILAN

Preview: Jim McTague uses restaurant metrics as recession indicators. A waitress reports customers "disappeared" in East Petersburg, and a popular 16-chain brewery declared sudden bankruptcy. 1912 ALLENTOWN PA

Lorenzo Fiori reports that Milan, the current center of worldwide fashion, shows no recession signs. High-end spending, luxury shopping, and vibrant nightlife suggest people have money to spend. 1790 MILAN

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On the Risk Reversal Podcast, Dan Nathan hosts Marko Kolanovic, former Chief Market Strategist at JP Morgan, to discuss recent market movements and economic trends. They explore the impact of Federal Reserve rate cuts, market reactions to recent economic data, and how seasonal factors and technical aspects could influence market dynamics. The conversation highlights concerns about the sustainability of AI-driven market gains, the concentration of tech stocks, and the potential risks posed by geopolitical issues and tariffs. Marko offers insights into strategic investments in value stocks and critiques recent government involvement in major tech companies like Intel. The discussion wraps up with reflections on the broader implications of state capitalism versus free market principles. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

The dollar is starting to move more aggressively, driving higher and crossing key thresholds in a whole host of currency exchanges. Not only that, this current “strengthening” is highly synchronized. Both of those factors, the synchronization and breaching multiple ranges, are beginning to more strongly point to the next stage in this ongoing cycle. Eurodollar University's Money & Macro Analysis---------------------------------------------------------------------------------------------------------------------What if your gold could actually pay you every month… in MORE gold?That's exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.Check it out here: https://monetary-metals.com/snider---------------------------------------------------------------------------------------------------------------------Sign up for our webinar on the Hidden Truth Behind Interest Rates:https://event.webinarjam.com/register/30/vpxv1tvg---------------------------------------------------------------------------------------------------------------------https://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

There are growing concerns - and a growing pile of evidence and reports - indicating the *shadow* banking system is suppressing potential losses for no legitimate reason. Here we examine where they are coming from and what the latest data shows. Eurodollar University's Money & Macro Analysis----------------------------------------------------------------Sign up for our webinar on the Hidden Truth Behind Interest Rates:https://event.webinarjam.com/register/30/vpxv1tvg----------------------------------------------------------------Eurodollar University Memberships: What is a Eurodollar University membership? It's where understanding the monetary world isn't a mystery—it's a method.If you're serious about your financial education and want clarity in a world of volatility and massive uncertainty, you're in the right place. Mainstream education has left so many massive gaps on the most foundational concepts, making sense of everything is practically impossible otherwise. With our memberships, we'll fill in everything that you've been missing. https://eurodollar.university/memberships----------------------------------------------------------------S&P Global Private Credit: The Rising ‘Defaults'https://www.spglobal.com/market-intelligence/en/news-insights/resources/private-credit-the-rising-defaultsLincoln Internationalhttps://www.lincolninternational.com/news/the-lincoln-private-market-index-records-another-quarter-of-growth-in-q2/Bloomberg Default Warnings Start to Pile Up in Private Credit Markethttps://www.bloomberg.com/news/articles/2025-08-21/default-warnings-start-to-pile-up-in-the-private-credit-markethttps://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

Lyn Alden, prominent macro analyst and author or Broken Money, joins Coin Stories with Natalie Brunell to share her 2025 economic outlook: potential recession, Fed rate cuts, mortgage rates, and how governments may tackle massive debt. We dive into: Bitcoin's performance vs gold A tale of two macro forecasts: massive boom ahead or massive deflationary bust -- which is right? Will we see 3-4% mortgage rates again? The rise of stablecoins Is there a plan to devalue the debt? Which Bitcoin treasury companies Lyn does/would own Why she's bullish on hard assets ---- Coin Stories is powered by Gemini. Invest as you spend with the Gemini Credit Card. Sign up today to earn a $200 intro Bitcoin bonus. The Gemini Credit Card is issued by WebBank. See website for rates & fees. 10% back at golf courses is available until 9/30/2025 on up to $250 in spend per month. Learn more at https://www.gemini.com/natalie  ---- Coin Stories is powered by Bitwise. Bitwise has over $10B in client assets, 32 investment products, and a team of 100+ employees across the U.S. and Europe, all solely focused on Bitcoin and digital assets since 2017. Learn more at https://www.bitwiseinvestments.com  ---- Ledn is the global leader in Bitcoin-backed loans, issuing over $9 billion in loans since 2018, and they were the first to offer proof of reserves. With Ledn, you get custody loans, no credit checks, no monthly payments, and more. Get .25% off your first loan, learn more at https://www.Ledn.io/natalie  ---- Natalie's Bitcoin Product and Event Links: For easy, low-cost, instant Bitcoin payments, I use Speed Lightning Wallet. Play Bitcoin trivia and win up to 1 million sats! Download and use promo code COINSTORIES10 for 5,000 free sats: https://www.speed.app/coinstories  Block's Bitkey Cold Storage Wallet was named to TIME's prestigious Best Inventions of 2024 in the category of Privacy & Security. Get 20% off using code STORIES at https://bitkey.world   Master your Bitcoin self-custody with 1-on-1 help and gain peace of mind with the help of The Bitcoin Way: https://www.thebitcoinway.com/natalie  Genius Group (NYSE: $GNS) is building a 10,000 BTC treasury and educating the world through the Genius Academy. Check out *free* courses from Saifedean Ammous and myself at https://www.geniusgroup.ai Earn passive Bitcoin income with industry-leading uptime, renewable energy, ideal climate, expert support, and one month of free hosting when you join Abundant Mines at https://www.abundantmines.com/natalie  Bitcoin 2026 will be here before you know it. Get 10% off Early Bird passes using the code HODL: https://tickets.b.tc/event/bitcoin-2026?promoCodeTask=apply&promoCodeInput=  Protect yourself from SIM Swaps that can hack your accounts and steal your Bitcoin. Join America's most secure mobile service, trusted by CEOs, VIPs and top corporations: https://www.efani.com/natalie   Your Bitcoin oasis awaits at Camp Nakamoto: A retreat for Bitcoiners, by Bitcoiners. Code HODL for discounted passes: https://massadoptionbtc.ticketspice.com/camp-nakamoto      ---- This podcast is for educational purposes and should not be construed as official investment advice. ---- VALUE FOR VALUE — SUPPORT NATALIE'S SHOWS Strike ID https://strike.me/coinstoriesnat/ Cash App $CoinStories #money #Bitcoin #investing

Download the “65 Investment Terms You MUST Know to Reach Your Financial Goals” for FREE by going to https://TodaysMarketExplained.com/  The markets are showing strength — domestic and international equities are climbing side by side, small caps are breaking out, and gold has surged to new record highs. But beneath the rally, risks remain: inflation is proving sticky, a government shutdown is on the horizon, and global trade tensions are heating up.In this episode of Today's Market Explained, Brian Kasal and Chris Reardon dig into the latest numbers across asset classes, sectors, and global economies. From Fed policy and housing starts to IPO market reforms and tech consolidation, they cut through the noise to reveal what founders, investors, and advisors should really be watching.

For more information on 21shares and to sign up for their newsletter, visit https://bit.ly/3JTI4GQSubscribe @21Shares on YouTube: https://www.youtube.com/@21sharesFollow @21Shares on Instagram: https://www.instagram.com/21shares_/Follow @21Shares on Linkedin: https://www.linkedin.com/company/21shares-us/Follow @21Shares on X: https://x.com/21Shares_US----------------------------------------------------------------Sign up for our webinar on the Hidden Truth Behind Interest Rates:https://event.webinarjam.com/register/30/vpxv1tvg----------------------------------------------------------------Now that the Federal Reserve is back to cutting rates, we can start looking ahead to how low they might go. Not only that, also how low Treasury yields and the entire curve get. While Economists wrongly rely on bad theories put into econometric models, we have a wealth of good and valid information (once again proving correct) from which we can make some reasonable judgements. Eurodollar University's Money & Macro AnalysisBloomberg Goldman Sachs Says US Yield-Curve Shape Looks Like Zero-Rate Erahttps://www.bloomberg.com/news/articles/2025-08-06/goldman-sachs-says-us-yield-curve-shape-looks-like-zero-rate-erahttps://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDUDisclaimerThis video is sponsored by 21Shares. The information provided in this video is for educational and informational purposes only and should not be considered financial or investment advice. Investing involves risk, including the possible loss of principal. Products mentioned may not be available in all jurisdictions, and their suitability will depend on your individual circumstances. Always conduct your own research and consult with a licensed financial advisor before making any investment decisions.

9-24-25 Strange Recession Signals - What Markets & Odd Indicators are Telling Us by Lance Roberts

On today's episode, Editor in Chief Sarah Wheeler talks with Lead Analyst Logan Mohtashami about macroeconomics and the recession triggers he looks for in the data. Related to this episode: Where do mortgage rates go from here? | HousingWire ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠HousingWire | YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠More info about HousingWire⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Enjoy the episode! The HousingWire Daily podcast brings the full picture of the most compelling stories in the housing market reported across HousingWire. Each morning, listen to editor in chief Sarah Wheeler talk to leading industry voices and get a deeper look behind the scenes of the top mortgage and real estate stories. Hosted and produced by the HousingWire Content Studio. Learn more about your ad choices. Visit megaphone.fm/adchoices

A sad report as Argentina's badly-needed chainsaw is running into a bigger one - the eurodollar. President Milie was forced to admit the market is in panic-mode as the peso plunges in a way that's all-too-familiar for eurodollar watchers. Push comes to shove, the latter simply has the biggest chainsaw and it is using the thing that the world needs to be watching carefully. Eurodollar University's Money & Macro Analysis---------------------------------------------------------------------------------------------------------------------What if your gold could actually pay you every month… in MORE gold?That's exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.Check it out here: https://monetary-metals.com/snider---------------------------------------------------------------------------------------------------------------------Bloomberg Argentina Assets Slide as Milei Summons Cabinet After Defeathttps://www.bloomberg.com/news/articles/2025-09-08/argentina-bonds-slump-on-milei-s-defeat-in-buenos-aires-voteBloomberg Milei Defies Forecasts So Far as Argentina's Peso Strengthenshttps://www.bloomberg.com/news/articles/2025-04-23/milei-defies-forecasts-so-far-as-argentina-s-peso-strengthens-usd-arsAP Argentina President Milei suffers crushing defeat in Buenos Aires provincial electionhttps://apnews.com/article/argentina-election-javier-milei-cristina-fernandez-peronism-fecba6d106eb2c0f2440e9fca298e470Cato Deregulation in Argentina: Milei Takes “Deep Chainsaw” to Bureaucracy and Red Tapehttps://www.cato.org/free-society/spring-2025/deregulation-argentina-milei-takes-deep-chainsaw-bureaucracy-red-tapehttps://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

Foreigners continue their epic buying binge in USTs and US$ assets, totally defying the narrative everyone around the world is ditching America. Despite the intent of so many to make this political, there is nothing political about this, purely economics (small "e"). We keep more evidence and data showing what those really are, and foreigners know it only too well. Eurodollar University's conversation w/Steve Van Metre**************************************Eurodollar University's One Big Weekly ThemeIn a world where markets swing on every headline, focus matters. That's why Eurodollar University offers One Big Weekly Theme — a disciplined, thematic analysis you can count on.If you don't have the time to go all the way to the depth of Eurodollar University's comprehensive Deep Dive Analysis and want the next best thing, One Big Weekly Theme is for you. To sample or sign up straight away, go to:  eurodollaruniversity.substack.com**************************************Bloomberg Foreign Holdings of Treasuries Climb to Record Levelhttps://www.bloomberg.com/news/articles/2025-09-18/foreign-holdings-of-treasuries-reach-record-even-as-china-sellshttps://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

Are you unknowingly living through a slow economic decline that could devastate your financial future over the next two decades? In this episode of Ready Your Future, Todd reveals how secular stagnation and gradual economic collapse operate like silent erosion, destroying wealth and opportunity so slowly that most people never realize what's happening until it's too late. Unlike the dramatic recession of 2008 or sudden market crashes that grab headlines, this type of economic slow down unfolds over years and generations, creating a new normal where each generation accepts lower living standards as "just the way things are." Todd examines real-world examples from Rome's centuries-long decline to Japan's Lost Decades, showing how civilizations can experience financial stress and economic stagnation for 30+ years while citizens gradually adapt to diminishing prospects. You'll discover the hidden warning signs of slow economic decline already visible in today's economy, from increasing reliance on credit for basic needs to the rise of gig work as necessity rather than choice. This episode provides actionable strategies for building financial resilience during hard times, including specific steps for recession-proofing your career, diversifying income streams, and creating wealth that survives decades of economic uncertainty. Whether you're experiencing financial stress now or want to prepare for the challenging years ahead, this episode equips you with the knowledge and tools to thrive during one of the most significant economic transitions in modern history. Visit the Episode Page on Ready Your Future. Of Interest Get One Preparedness Tip in Your Email Weekly! For more about Todd and RYF Join the Exclusive Email Group The Christian Prepper Podcast Buy Me a Coffee: https://www.buymeacoffee.com/prepperwebsiteSee omnystudio.com/listener for privacy information.

On this week's episode of Horizon Podcast, John Chang breaks down the Fed's latest rate cut, why he thinks it's driven more by confidence and political pressure than liquidity, and what the dot plot implies for the next few years. He explains how lower rates could briefly unjam CRE deal flow, then pivots to retail where inflation-adjusted sales are still rising and household leverage looks manageable relative to income. John also maps out how a mild, tariff- and labor-constraint-driven slowdown could create winners and losers by market, highlighting durability, policy orientation, industry mix, and overdevelopment risk as key filters. He closes with a demographic tailwind for consumption as millennials move deeper into peak earning years. This is a limited time offer, so head over to aspenfunds.us/bestever to download the investor deck—or grab their quick-start guide if you're brand new to oil and gas investing. Visit investwithsunrise.com to learn more about investment opportunities.  Get 50% Off Monarch Money, the all-in-one financial tool at www.monarchmoney.com with code BESTEVER Get a 4-week trial, free postage, and a digital scale at ⁠https://www.stamps.com/cre⁠. Thanks to Stamps.com for sponsoring the show! Join the Best Ever Community  The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It's free to join, but you must apply and meet the criteria.  Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at ⁠www.bestevercommunity.com⁠ Podcast production done by ⁠Outlier Audio⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

For the first time ever, the Bank of Japan is selling stocks out of its vast portfolio. The announcement shocked the markets though mostly the media. Is this what it seems to be, or does the Japanese government have a trick up its sleeve? A crystal clear answer can be found among Japan's households as this is one of the best examples ever of modern "monetary" policy. Eurodollar University's Money & Macro Analysis---------------------------------------------------------------------------------------------------------------------What if your gold could actually pay you every month… in MORE gold?That's exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.Check it out here: https://monetary-metals.com/snider---------------------------------------------------------------------------------------------------------------------BoJ Statementhttps://www.boj.or.jp/en/mopo/mpmdeci/mpr_2025/k250919a.pdfBloomberg BOJ Unveils ETF Sales Plan, Keeps Door Open for October Hikehttps://www.bloomberg.com/news/articles/2025-09-19/boj-keeps-rates-steady-as-ishiba-s-departure-adds-to-uncertaintyBloomberg Long Bonds Are a Buy as Contagion Fears Ease, TS Lombard Sayshttps://www.bloomberg.com/news/articles/2025-09-19/long-bonds-are-a-buy-as-contagion-fears-ease-ts-lombard-saysMoneyWise Rice prices have skyrocketed in Japan — and farmers warn that ‘everyone who eats' that disaster could be nearhttps://finance.yahoo.com/news/rice-prices-skyrocketed-japan-farmers-172500461.htmlhttps://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

HEADLINE: Recession Watch: High Spirits in Lancaster County and Downtown Washington GUEST NAME: Jim McTague SUMMARY: Jim McTague reports high foot traffic in Washington and economic activity in Lancaster County, despite retail desperation. He confirms no signs of recession (Trump, Jimmy Kimmel, Dockside Willies). 1912 ALLENTOWN

Financial freedom didn't come easy for Grant Cardone. Raised by a single mother after his father's early death, he saw firsthand how financial insecurity traps the middle class and vowed to break the cycle. Using unconventional strategies  like "storing money" instead of saving, living off passive income, and scaling investments, he built a multi-billion-dollar empire. In this episode, Grant shares how to grow wealth, maximize cash flow, and invest strategically to create a business that thrives in any economy. In this episode, Hala and Grant will discuss: (00:00) Introduction (01:15) His Childhood Struggles and Money Mindset (07:06) Why Saving Fails and Cash Flow Wins (12:17) Passive Income as the Key to True Wealth (19:44) Building an Unbreakable Business in a Recession (28:59) Strategies For Dominating Social Media (33:32) Investing in Social Media for Brand Growth (37:58) Grant's Morning Routine and Goal Setting Strategy? Grant Cardone is a serial entrepreneur, bestselling author, equity fund manager, real estate investor, and the CEO of Cardone Capital. He is the founder of the 10X Movement and leads seven privately held companies that generate $750 million annually. Known for his 10X Growth Conference and bold investment strategies, Grant has inspired entrepreneurs worldwide to think bigger and achieve financial freedom through smart financial planning. He has been recognized by Forbes as a top social media business influencer. Sponsored By: Airbnb - Find yourself a cohost at airbnb.com/host  Indeed - Get a $75 sponsored job credit to boost your job's visibility at Indeed.com/PROFITING  Shopify - Start your $1/month trial at Shopify.com/profiting.  Mercury - Streamline your banking and finances in one place. Learn more at mercury.com/profiting  Open Phone - Get 20% off your first 6 months at OpenPhone.com/profiting.  DeleteMe - Remove your personal data online. Get 20% off DeleteMe consumer plans at to joindeleteme.com/profiting  SKIMS - Shop SKIMS Fits Everybody collection at SKIMS.com  Policy Genius - Secure your family's future with Policygenius. Head to policygenius.com/profiting  Masterclass - Get an additional 15% off any annual membership at https://masterclass.com/profiting  BitDefender - Save 30% on your subscription at bitdefender.com/profiting  Resources Mentioned: YAP E368 with Grant Cardone:  Grant's Book, The 10X Rule: bit.ly/The_10XRule  Grant's Website: grantcardone.com Grant's LinkedIn: linkedin.com/in/grantcardone  Grant's Instagram: instagram.com/grantcardone  Active Deals - youngandprofiting.com/deals  Key YAP Links Reviews - ratethispodcast.com/yap YouTube - youtube.com/c/YoungandProfiting LinkedIn - linkedin.com/in/htaha/ Instagram - instagram.com/yapwithhala/ Social + Podcast Services: yapmedia.com Transcripts - youngandprofiting.com/episodes-new  Entrepreneurship, Entrepreneurship Podcast, Business, Business Podcast, Self Improvement, Self-Improvement, Personal Development, Starting a Business, Strategy, Investing, Sales, Selling, Psychology, Productivity, Entrepreneurs, AI, Artificial Intelligence, Technology, Marketing, Negotiation, Money, Finance, Side Hustle, Startup, Mental Health, Career, Leadership, Mindset, Health, Growth Mindset, Personal Finance, Stock Market, Scalability, Risk Management, Business Coaching, Finance Podcast 

PREVIEW: HEADLINE: Jim McTague Finds No Recession at Dockside Willies Restaurant GUEST NAME: Jim McTague SUMMARY: Jim McTague reports no sign of recession at Dockside Willies in Lemoyne, Pennsylvania. Patrons enjoy rich food, giant beer steins, and fireworks after Harrisburg Senators games. 1955