Podcasts about Sentiment

US equity futures are mixed but off their lows, with S&P futures slightly down. Bonds are little changed overall, while the dollar is slightly softer after Friday's gains. Crude is firmer amid renewed US-Iran strikes, precious metals remain under pressure, and Bitcoin is modestly higher but still below 79K level. Sentiment is soft into this week as tensions in the Middle East escalated over the weekend. US forces struck Iranian rocket launchers on Larak Island, with Tehran responding via intercepted missile strikes on US bases in Jordan. It was the first direct exchange of fire since July. Hence, diplomacy remains stalled. Companies Mentioned: KKR&Co., ONEOK, Inc., SK Hynix

Kevin Muir of The MacroTourist joins Matt Zeigler to break down the bond market, Scott Bessent's Treasury buybacks, the Treasury General Account, AI-driven earnings growth, leveraged ETF risk, gold and the U.S.-Canada trade fight. Kevin explains why rising long-term yields may be less surprising than investors think, how the AI capex boom can inflate earnings before costs show up, and why leveraged ETFs and policy uncertainty could make markets more fragile.Kevin Muir on Xhttps://x.com/kevinmuirThe MacroTouristhttps://themacrotourist.comTopics coveredWhy stronger nominal GDP, large fiscal deficits and record corporate issuance are pressuring long-term Treasury yieldsHow Scott Bessent's Treasury liquidity buybacks work and why investors are comparing them with QE and Operation TwistHow replacing long-dated Treasuries with T-bills could ultimately force reserve management purchases by the Federal ReserveWhy the Treasury General Account matters for liquidity and why attempts to manage the yield curve can distort market signalsJim Chanos's "earnings bubble" argument and how massive AI data-center capex can boost current earnings while costs are amortizedWhy stock prices can fall before forward earnings estimates roll over, and why retail investors may have an advantage over institutionsHow daily-reset leveraged ETFs create reflexive buying and selling and could amplify a semiconductor or single-stock selloffWhy Kevin is bullish on gold again, the role of People's Bank of China demand, and how he combines fundamentals with technical signalsWhy platinum below production cost caught his attention and what rolling mini-bubbles in gold, silver and AI say about investor psychologyWhat 2025 U.S.-Canada trade data says about autos, oil and gas, manufacturing, tariffs and the economic cost of policy uncertaintyTimestamps00:00 Intro06:31 Scott Bessent's Treasury buybacks and the bond market10:39 How T-bill issuance could lead to debt monetization18:25 The AI capex boom and the "earnings bubble"22:27 The giant bet embedded in accelerating AI earnings27:37 Why leveraged ETFs are changing market structure32:00 How forced ETF unwinds can amplify a selloff36:41 Why Kevin is bullish on gold again41:57 Platinum, production costs and the precious metals trade46:08 Sentiment extremes and why popular trades get dangerous51:00 Globalization, manufacturing and America's distribution problem55:00 Why oil and gas dominate the U.S.-Canada trade deficit59:00 How tariff uncertainty can deter U.S. manufacturing investment01:03:10 The trade math Kevin wants investors to seeLearn more about the Excess Returns podcast network:https://excessreturns.coNo information discussed in this podcast should be construed as investment advice. Securities discussed may be held by the hosts and guests, their firms or their clients.

August is always a strange month for property. This one is stranger than usual... There's been good and bad news in equal measure, and often it looks like the headlines are pointing in opposite directions. In our latest market update, Rob & Rob go through every number that moved: prices, rents, lending and what landlords are doing with their money. Sentiment is grim, the returns on offer are the strongest in years, and the space between those two things is the whole story. (00:45) A new Prime Minister, a returning Housing Secretary, and two property policies ruled out inside a week (02:17) Rates held at 3.75%, and the biggest August drop in asking prices since 2018 (05:07) Four of the biggest lenders have repriced. Is this the start of a proper run of cuts? (06:13) The average UK rent is now £1,369, and one city is running far hotter than that (08:12) Landlords bought more homes than they sold for the first time since 2019 (09:15) Residential construction starts are down 46% year on year, and building cannot be switched back on quickly Links mentioned: Politics: Burnham rules out property reform in Budget Macro backdrop: Bank of England holds at 3.75% House prices: Rightmove House Price Index Nationwide's House Price Index Lloyds' House Price Index (formerly Halifax) Mortgages and lending: Barclays, HSBC, Santander, Coventry all reprice down Buy-to-let arrears and repossessions fall Rents: HomeLet Rental Index Manchester city centre rental report Landlord behaviour: Hamptons: landlords are net buyers for the first time since 2019 Planning and supply: Persimmon half-year results Glenigan: residential construction starts down 46% year on year Enjoy the show? Leave us a review on Apple Podcasts - it really helps others find us! Sign up for our free weekly newsletter, Property Pulse Find out more about Property Hub Invest

Comment reconnaître un red flag en amour avant qu'il ne soit trop tard ?On parle beaucoup de red flags, mais on ne sait pas toujours quoi en faire quand ils apparaissent. Pourtant, les signaux sont souvent là dès le début : on les ressent, on les perçoit, et malgré ça, on choisit parfois de les ignorer, par peur de perdre l'autre, par peur d'être seul(e), ou par espoir que les choses changent.Dans cet épisode, je reviens sur ce qui différencie un simple défaut d'un véritable red flag, sur les mécanismes psychologiques qui nous poussent à fermer les yeux, et sur l'importance d'apprendre à se faire confiance en amour.Je te partage aussi, en toute transparence, la relation toxique que j'ai vécue et les red flags que j'ai moi-même ignorés au début, au détriment de mon bien-être et de ma sécurité.Un épisode pour t'aider à écouter ton intuition, à te respecter davantage dans tes relations, et à te rappeler qu'un amour sain ne devrait jamais te mettre en état d'alerte permanente.

✦ IMMERSIVE — La première immersion Hypnose × Breathwork90 minutes pour sortir du mental, revenir au corps et relâcher ce qui pèse→ Découvrir l'expérience & réserver sa place : https://maellereborn.netlify.app/#Aime-t-on vraiment les gens pour ce qu'ils sont… ou pour ce qu'ils nous apportent ? Pour la façon dont ils nous font nous sentir ? Pour la place qu'ils occupent dans notre vie ?Et si l'amour était bien plus complexe que ce que l'on nous a toujours appris ?Dans cet épisode, il n'y a ni conseils, ni méthode, juste une réflexionUne invitation à questionner notre définition de l'amour, nos liens, nos besoins… et peut-être à regarder ce sentiment avec un regard complètement différentHébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.

Le sentiment d'être en retard dans sa vie, réalité ou illusion?Dans cet épisode je te livre mon point de vue sur fond de confidences assez intimes.J'espère qu'après cette écoute, tu te sentiras pile à l'heure :)Et si tu tombes sur cet épisode par le beau fruit du hasard,rejoins moi sur instagram: @saratonis.travelEmbarque avec moi, et c'est parti!Musique d'introduction et de conclusion:Flight by LiQWYD / liqwyd Hébergé par Acast. Visitez acast.com/privacy pour plus d'informations.

What’s driving America’s growing backlash against surveillance tech? Taylor Lorenz (User Mag) unpacks the outcry over Flock cameras and why the company thinks they are being unfairly targeted. Then, Gerrit De Vynck (The Washington Post) breaks down Mark Zuckerberg’s latest AI manifesto and Meta’s bid to catch up in the AI race. Finally, Nitasha Tiku (The Washington Post) explains OpenAI’s strange onstage postmortem of the Hugging Face hack… and why this moment feels so surreal. See omnystudio.com/listener for privacy information.

Matt and Nic are back for another week of news and deals. In this episode:  Who is the main character in AI? Why are people so mad about datacenters? Sherrod Brown is back and he's running against AI Are datacenters being built with Flock? Culturally scarce goods and dinosaurs are rallying The SEC starts to fill the gap left by the Clarity Act FinCEN ends beneficial ownership reporting The CFTC charges a $400m Ponzi operator Are there successful Ponzi schemers? Is Bitcoin at risk from miners transitioning to AI? The collapse of the diamond market 

In this episode, we break down the conflicting signals coming from international markets that are currently driving a mixed sentiment for the opening bell. Join Neel Parekh as he analyzes how this cross-current impacts domestic indices, which key sectors to monitor, and how traders should navigate a directionless or volatile market environment. Tune in to stay prepared for the session ahead.

In this episode, we break down the conflicting signals coming from international markets that are currently driving a mixed sentiment for the opening bell. Join Neel Parekh as he analyzes how this cross-current impacts domestic indices, which key sectors to monitor, and how traders should navigate a directionless or volatile market environment. Tune in to stay prepared for the session ahead.

In this episode, we break down the conflicting signals coming from international markets that are currently driving a mixed sentiment for the opening bell. Join Neel Parekh as he analyzes how this cross-current impacts domestic indices, which key sectors to monitor, and how traders should navigate a directionless or volatile market environment. Tune in to stay prepared for the session ahead.

If you've been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I'd encourage you to head to our website, jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) . Matt offers a 15-minute initial call where you can discuss your financial goals and see if JWM is a good fit for your needs.Scheduling is easy—once you land at jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) just click “Schedule Initial Call” and select a time that works best for you! There's a quick survey to fill out that will help guide the conversation and ensure your time is used efficiently.If you're ready to learn more, visit jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) and book your call today!Take advantage of our partnership with LifeLock and get discounts using our link: https://lifelock.norton.com/offers?expid=LLONEYEAR&promocode= JSPW24&VENDORID= _JESSUPWM&om_ext_cid=ext_partner_ JSPW24_Productpage $)Episode #363 Topics·       Market Performance and Sentiment — 03:14, 05:18, 11:07·       Bull Market Dynamics and Insider Activity — 07:36, 13:28·       Housing Market and Interest Rate Outlook — 14:55, 15:17, 18:53·       Corporate Fundamentals and Valuation Trends — 20:32, 23:36, 27:05·       Income Trends and Socioeconomic Shifts — 30:26·       Retirement Planning and Risk Management — 32:04Show Notes:Post on X from Ryan Detrick on August 4th - https://x.com/RyanDetrick/status/2084662139361395176?s=20 Post on X from Jay Kaeppel on July 21st - https://x.com/jaykaeppel/status/2079624731943162251?s=20 Post on X from Charlie Bilello on August 11th - https://x.com/charliebilello/status/2087177215398084782?s=20 Article on Morningstar written by Amy Arnott, CFA on June 30th - https://www.morningstar.com/retirement/retirees-dont-need-fear-lost-decade-they-need-plan Hosts:Mark McEvily - Chief Investment Officer and Managing PartnerMatthew Jessup – Chief Executive Officer, Chief Compliance Officer, and Managing PartnerAddress: 35 Park Ave. Dayton, OH 45419Phone: 937-938-9105 https://www.jessupwealthmanagement.com/Social Media: Facebook: @JessupWealthManagement LinkedIn: @JessupWealthManagement Twitter: @jessupwealth Instagram: @jessupwealthhttps://www.jessupwealthmanagement.com/disclosures-page

Business and finance news from the Asia-Pacific. Sentiment toward technology remained buoyant, with CoreWeave Inc. surging 16% in extended trading after booming artificial intelligence spending drove stronger-than-expected sales growth. Super Micro Computer Inc. rallied 7.6% in the post market after its revenue forecast topped estimates. The robust tech earnings helped MSCI’s Asia Pacific equities gauge advance 0.4%, with South Korea’s tech-heavy Kospi Index adding 2.8%. US equity-index futures were little changed. We hear from Xi Qiao, Managing Director and Financial Advisor at UBS. Plus - the yen was little changed around 159.33 a dollar. Investors are watching the currency as it approaches the key level of 160, raising concern that Japanese authorities will intervene again. The dollar weakened against most of its Group-of-10 peers. We discuss the yen story with Michael Ball, Bloomberg News Macro Strategist.See omnystudio.com/listener for privacy information.

Shutterstock Track 1219389 Monetization ID TFGEPGEI0LHEIJAI Kia ora. Welcome to Thursday's Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand. I'm David Chaston and this is the international edition from interest.co.nz. Today we lead with news the pressure is off the US Fed from inflation threats, temporarily at least. First today, and as markets had expected, US CPI inflation came in at 3.4% in July, dipping from 3.5% in June. Food prices were up +3.0% from a year ago, petrol prices up more than +24%. From June petrol prices fell -2.9% however, which was a bit more than expected. (In August, petrol prices dipped slightly in the first week, but have since started rising again.) Rents were up +3.2%. Electricity prices were up +4.2%. US core inflation - without food and energy - was up +2.5% and this is probably the Fed's get-out-of-jail card. US PCE July inflation data is next due August 27. US mortgage applications recovered notably last week, up +3.6% from the prior week after four of the prior six weeks were decreases. The rise was driven by refinance activity, borrowers who could not wait any longer and taking advantage of a very minor dip in mortgage rates to 6.77% (which will seem high to our readers). Last week, the US reported a huge surge in crude oil stocks, the larges weekly rise in more than three years. It wasn't expected - in fact another retreat was expected. It is not clear why, because it wasn't driven by imports, according to this data. Strategic reserves will next be reported at month-end. The August USDA WASDE report has raised its estimates for beef imports in 2026 and 2027, and lowered its expected milk prices marginally. The US Treasury reported a much larger budget deficit for July than expected, and the expected July deficit was outsized to start with. They ended up with almost a -US$½ tln deficit in the month alone. The public mismanagement is now epic. For their fiscal year to September, they will be reporting a deficit of at least US$2 tln (-US$1.95 tln over the past 12 months), easily a new record. Trump's swamp creatures are helping themselves. Meanwhile, a well-supported UST 10yr auction delivered a yield of 4.63% today (high ofg 4.68%), compared to 4.53% at the prior equivalent event a month ago. Canadian building consents jumped notably in June, up +18% from the same month a year ago driven by non-residential construction. Residential construction rose too, just not as sharply as the commercial sector. In Japan, the Reuters Tankan index for manufacturers rose in August to its highest reading since March. Leading the mood improvement was solid semiconductor demand. But the chemicals also rose along with the metal and machinery sector. Non-manufacturers' sentiment also rose, buoyed by strong domestic consumption. This survey likely points to a similar rise in the official Tankan survey that will come later in August. Japanese machine tool orders continued their very strong growth in July, up +50% from a year ago and which the value wasn't a record, it was very close. These orders have taken off since March 2026. Demand was huge from both domestic and export customers. China's vehicle sales slipped below 2.5 mln in July and recorded a year on year dip of -0.3%. But it is the September to December period when their domestic vehicle sales usually peak. The UST 10yr yield is now just on 4.67%, dipping -2 bps from this time yesterday. The price of gold is holding at US$4417/oz, up +US$51 from yesterday. Silver has risen +US$1 to just over US$65.50/oz. Oil prices are down -50 USc from yesterday at just under US$83/bbl in the US, while the international Brent price is now just over US$88.50/bbl. Hormuz transits are still very low.  The Kiwi dollar is down -25 bps from yesterday at just under 58.6 USc. Against the Aussie we are down -40 bps at 82.9 AUc. Against the euro we have retreated -20 bps to 50.8 euro cents. That all means our TWI-5 starts today at just on 62.2 which is down -30 bps from this time yesterday. The bitcoin price starts today at US$63,420 and down a -0.2% from this time yesterday. Volatility over the past 24 hours has also been low at just on +/-0.9%. You can get more news affecting the economy in New Zealand from interest.co.nz. Kia ora. I'm David Chaston and we'll do this again tomorrow. Track 1219389 Monetization ID TFGEPGEI0LHEIJAI Audio soundtrack opening is licensed from Shutterstock, Track 1219389 Monetization ID TFGEPGEI0LHEIJAI

The annual Joint Ag Issues Summit will be held Aug. 20, at the Georgia National Fairgrounds & Agricenter in Perry, and the International Fresh Produce Association is asking federal health officials to expand how they investigate Cyclospora outbreaks.

California's Sustainable Groundwater Management Act could ultimately remove 500,000 to 1 million acres from production as farmers adapt to limited groundwater supplies, and the International Fresh Produce Association is asking federal health officials to expand how they investigate Cyclospora outbreaks.

Le love bombing, tu en as peut-être déjà entendu parler… mais saurais-tu vraiment le reconnaître ?Messages constants, déclarations d'amour très rapides, attention démesurée, compliments, projets à deux dès les premières semaines… Au début, tout peut ressembler à une histoire d'amour idéale. Alors, comment savoir si cette intensité est le signe d'un véritable coup de foudre ou si elle cache une forme de manipulation émotionnelle ?Dans cet épisode, je te raconte aussi mon expérience personnelle avec le love bombing et les signes que j'ai appris à reconnaître avec le recul. On parle de cette phase où l'on se sent enfin choisie, désirée et comprise, mais aussi de ce qui peut se cacher derrière cette avalanche d'attention : contrôle, dépendance affective ou relation toxique.Quels sont les signes du love bombing ? Est-ce forcément toxique ? Peut-on tomber amoureux très vite sans être dans le love bombing ? Et surtout, comment se protéger ?Un épisode pour apprendre à faire la différence entre amour intense et manipulation, poser ses limites et construire des relations dans lesquelles l'intensité ne prend pas le dessus sur le respect.Si tu aimes les histoires d'amour, de destin, de rencontres amoureuses, de demandes en mariages, tu es au bon endroit ! Si tu as besoin de conseil pour ton couple, pour trouver l'amour, t'épanouir dans ta relation ou encore te remettre d'une rupture amoureuse, tu es également au bon endroit !Ici, on partage que des good vibes, du positif, et que de l'amour avec un grand A ! L'objectif est que tu vives des relations plus saines que ce soit avec toi-même ou dans ton couple, pour une vie plus épanouie et alignée !Et si tu veux suivre les aventures du podcast, et continuer à parler d'amour, je t'invite à t'abonner au compte Instagram @‌yesido.bycar !

Vous avez raté l'épisode d'hier ? Vous n'avez pas le temps d'écouter la version intégrale ? Pas d'inquiétude, Happy Work LE RÉSUMÉ est là !!!En moins de 2 minutes, l'épisode d'hier est résumé !!!!NOUVEAU : retrouvez moi sur WhatsApp sur la chaîne Happy Work... pas de spam, c'est gratuit et il n'y a que du feelgood !!! : https://whatsapp.com/channel/0029VbBSSbM6BIEm0yskHH2gEt pour retrouver tous mes contenus, tests, articles, vidéos : cliquez iciSoutenez ce podcast http://supporter.acast.com/happy-work. Hébergé par Acast. Visitez acast.com/privacy pour plus d'informations.

La cantera de Santa Tecla no para de donar bastoneres, deleroses de sortir per Sant Bartomeu..... però després arriben les rebaixes de la vida real. A partir d'aquest exemple, que ha posat sobre la taula la Paula, la Núria ha proposat una nova colla de bastoneres, i la Vinyet ha deixat anar una proposta que ha conciliat interessos: algun dia caldrà fer un cop de cap i començar amb les colles mixtes. I a partir d'aquí hem encetat l'incòmode debat sobre la renovació. Els joves ho tenen clar: quan comences a arrossegar-te, a queixar-te per tot, a escollir les sortides perquè no les vols fer totes, o a fer mala cara, ha arribat el moment d'acomiadar-se i donar pas a aquells i aquelles que es moren d'il·lusió per sortir. A l'estudi saludem la Bruna Camps, en Martí Monasterio, la Paula Navarrete, la Núria Sales i la Vinyet Granda. L'entrada La T-Jove: l’exigència personal que ha de tenir cadascú, el sentiment i les ganes de sortir, les colles mixtes que arribaran un dia o altre…. Els joves tenen molt clara la seva visió de com ha d’anar la Festa Major ha aparegut primer a Radio Maricel.

Pourquoi avons-nous tant de mal à être fiers de notre travail ?Dans cet épisode feelgood du lundi matin en partenariat avec Great Place To Work, je vous explique pourquoi nous minimisons souvent nos réussites, comment distinguer la fierté de la vantardise et pourquoi ce sentiment est l'un des plus puissants moteurs de motivation durable.Vous découvrirez comment cultiver une fierté professionnelle saine, capable de renforcer votre confiance, votre engagement et votre bien-être au quotidien.Parce qu'être fier de son travail n'a rien de prétentieux. C'est reconnaître honnêtement la valeur de ce que l'on accomplit.Retrouvez moi sur WhatsApp sur la chaîne Happy Work... pas de spam, c'est gratuit et il n'y a que du feelgood !!! : https://whatsapp.com/channel/0029VbBSSbM6BIEm0yskHH2gEt pour retrouver tous mes contenus, tests, articles, vidéos : www.gchatelain.comfierté au travailmotivationmanagementgreat place to workreconnaissanceengagementconfiance en soibien-être au travailhappy workgaël chatelain-berrySoutenez ce podcast http://supporter.acast.com/happy-work. Hébergé par Acast. Visitez acast.com/privacy pour plus d'informations.

Investors are getting increasingly bullish as stocks continue climbing, but Bank of America's sentiment gauge may be flashing a warning rather than a green light.Chuck Zodda and Mike Armstrong break down why Bank of America's sentiment gauge has reached its most extreme bullish level since 2021, why that kind of optimism has historically worked as a contrarian signal, and what today's market positioning could mean after a strong run for stocks. They also discuss why the major U.S. indices are moving more closely together this year, how small caps have quietly outperformed, and why emerging market strength may say more about chip stocks in Taiwan and South Korea than the broader global economy. Plus, they look at China's growing AI ambitions, whether the U.S. chip advantage is enough to stay ahead, Boeing's latest 737 MAX inspection issue, Paul LaMonica's take on SpaceX after earnings and lockup expirations, and why private credit ratings are raising new questions for insurance companies.

Episode #1414: Toyota raises its outlook and launches a massive share buyback, GM appears to reconsider its CarPlay and Android Auto phaseout, and consumer sentiment improves even as high prices continue to squeeze household confidence. Toyota is raisi...

The lamestream media is claiming that Republicans are actually pretty discouraged these days and that a GOP butt-kicking is an inevitability in the 2026 Midterm elections. Is this true? Our ornery host, Mike Slater, doesn't think so! Listen in and find out why he has some real problems with this doom and gloom outlook! Following that opener, Slater has a rare opportunity to speak with the chairman of the U.S. Securities and Exchange Commission, Paul S. Atkins, about the ongoing wins of President Donald J. Trump's second administration and what to expect from them in the upcoming years! MAGA! Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

For episode 760 of the BlockHash Podcast, host Brandon Zemp is joined by Jason Hitchcock, CEO of Greenlane. Mr. Hitchcock is a technology executive with over 15 years of experience building and scaling revenue engines across SaaS, blockchain infrastructure, and decentralized finance. Mr. Hitchcock most recently served as Head of Business Development at thirdweb, a leading open-source Web3 developer tools and infrastructure platform. In that role, he built and led the company's enterprise go-to-market strategy, scaling a program across more than 150 blockchain networks and structuring channel partnerships to drive developer tool adoption among startups building in web3.

BUSINESS: Business sentiment improves to neutral | August 1, 2026Subscribe to The Manila Times Channel - https://tmt.ph/YTSubscribe Visit our website at https://www.manilatimes.net Follow us: Facebook - https://tmt.ph/facebook Instagram - https://tmt.ph/instagram Twitter - https://tmt.ph/twitter DailyMotion - https://tmt.ph/dailymotion Subscribe to our Digital Edition - https://tmt.ph/digital Check out our Podcasts: Spotify - https://tmt.ph/spotify Apple Podcasts - https://tmt.ph/applepodcasts Amazon Music - https://tmt.ph/amazonmusic Deezer: https://tmt.ph/deezer Stitcher: https://tmt.ph/stitcherTune In: https://tmt.ph/tunein#TheManilaTimes#KeepUpWithTheTimes Hosted on Acast. See acast.com/privacy for more information.

Investors still digesting mixed GDP and inflation data will watch consumer sentiment and earnings from oil majors today amid a rotation back into chip and AI-linked stocks. Important Disclosures This material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The {securities, investment products and investment strategies mentioned are not suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions. For illustrative purpose(s) only. Investing involves risk, including loss of principal, and for some products and strategies, loss of more than your initial investment. Supporting documentation for any claims or statistical information is available upon request. Past performance is no guarantee of future results. Diversification and rebalancing strategies do not ensure a profit and do not protect against losses in declining markets. Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly. For more information on indexes, please see schwab.com/indexdefinitions. The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party. Digital currencies [such as bitcoin] are highly volatile and not backed by any central bank or government. Digital currencies lack many of the regulations and consumer protections that legal-tender currencies and regulated securities have. Due to the high level of risk, investors should view digital currencies as a purely speculative instrument. Cryptocurrency-related products carry a substantial level of risk and are not suitable for all investors. Investments in cryptocurrencies are relatively new, highly speculative, and may be subject to extreme price volatility, illiquidity, and increased risk of loss, including your entire investment in the fund. Spot markets on which cryptocurrencies trade are relatively new and largely unregulated, and therefore, may be more exposed to fraud and security breaches than established, regulated exchanges for other financial assets or instruments. Some cryptocurrency-related products use futures contracts to attempt to duplicate the performance of an investment in cryptocurrency, which may result in unpredictable pricing, higher transaction costs, and performance that fails to track the price of the reference cryptocurrency as intended. Please read more about risks of trading cryptocurrency futures here. Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors. All expressions of opinion are subject to change without notice in reaction to shifting market, economic or political conditions. Data contained herein from third party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed. Schwab does not recommend the use of technical analysis as a sole means of investment research. The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc. Apple Podcasts and the Apple logo are trademarks of Apple Inc., registered in the U.S. and other countries. Google Podcasts and the Google Podcasts logo are trademarks of Google LLC. Spotify and the Spotify logo are registered trademarks of Spotify AB. (0131-0726) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Today, a look at the market's concern that this Fed isn't determined to get ahead of inflation and the impact on US treasury yields, which spooked market sentiment broadly in the US yesterday. Elsewhere, Microsoft's strong earnings report after the close is doing what it can to stabilize risk sentiment, even as the market soured further on Meta on its earnings call. Today and tomorrow feel high stakes with the negative shift in sentiment after the important FOMC pivot point, and Apple and Amazon are reporting after the close today. This and more on today's pod, which was hosted by Saxo Global Head of Macro Strategy John J. Hardy. Links WSJ Fed reporter (no longer whisperer?) Nick Timiraos with a good quick take on the contradictory messages and takeaways from this FOMC meeting. Are the memory prices just too darn high? FTAlphaville takes a look. ArsTechnica reports that Anthropic's Mythos is finding bugs faster than Microsoft can fix them. Mike Green with a forensic investigation of the pump in semiconductor stocks in Q2 and to what degree leveraged ETFs were to blame (Behind paywall, but can be read for free as a one-off).  About twice per week (in normal times, hopefully soon to resume), you will find links discussed on the podcast and a chart-of-the-day over at the John J. Hardy substack. Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team here. Please reach out to us at marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo. Intro music by AShamaluevMusic DISCLAIMER This content is marketing material. Trading financial instruments carries risks. Always ensure that you understand these risks before trading. This material does not contain investment advice or an encouragement to invest in a particular manner. Historic performance is not a guarantee of future results. The instrument(s) referenced in this content may be issued by a partner, from whom Saxo Bank A/S receives promotional fees, payment or retrocessions. While Saxo may receive compensation from these partnerships, all content is created with the aim of providing clients with valuable information and options.

SK Hynix had de hoogste winst uit de eigen geschiedenis. Maar beleggers wilden méér. ASM had de hoogste omzet uit de eigen geschiedenis, maar ook dat was niet genoeg. Beide aandelen werden keihard afgestraft. Deze aflevering hebben we het over de chiprally. Ondanks meer dan prima resultaten (en vooruitzichten) is het gedaan met de run op dit soort aandelen. In Nederland zijn ASML, Besi en ASMI sinds de piek vorige maand met tientallen procenten gedaald. We kijken of ( en hoe) die rally nog gereanimeerd kan worden. Hebben we het ook over de prestaties van NXP, nu we het toch over chips hebben. Dat zag de omzet én winst flink stijgen, maar beleggers hebben ook in dit aandeel even geen zin meer. Verder in deze aflevering: De FIFA wil aandelen gaan verkopen SpaceX en Tesla zijn samen 1500 miljard aan beurswaarde kwijt Porsche verkoopt minder auto's, maar maakt méér winst Hermés verkoopt meer, maar wordt gedumpt op de beurs Te gast: Martine Hafkamp van Fintessa Vermogensbeheer BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Je hoort hem ook in de BNR-podcast Moerdijk: dorp van de rekening. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en is redacteur bij de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie.See omnystudio.com/listener for privacy information.

Fook Hien discusses how sentiment around AI is hitting the brakes amid the recent wave of negative AI-related headlines, but market fundamentals remain supportive of the AI trade. In periods of heightened uncertainty, distinguishing between headlines and fundamentals becomes even more important.Speaker: - Yap Fook Hien, Senior Investment Strategist, Standard Chartered Bank  For the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth Insights on YouTube.

Interview recorded - 21st of July, 2027On this episode of the WTFinance podcast I had the pleasure of welcoming back Adrian Day. Adrian Day is the founder of Adrian Day Asset Management and one of the most respected value investors in the resource sector, with over five decades in these markets.During our conversation we spoke about his overview of the economy, US dollar devaluation, precious metals pullback, lowest precious metals sentiment and more. I hope you enjoy!0:00 - Introduction1:15 - Overview of economy and markets?3:32 - US economy weaker?9:37 - Inflation13:58 - US Dollar devaluation15:43 - FED solution19:30 - Precious metals pullback25:28 - Correction in longer bull market28:18 - Lowest precious metals sentiment30:07 - Miners outperforming?32:28 - One message to takeaway?Adrian Day is considered a pioneer in promoting the benefits of global investing in this country. A native of London, after graduating with honors from the London School of Economics, Mr. Day spent many years as a financial investment writer, where he gained a large following for his expertise in searching out unusual investment opportunities around the world. He has also authored two books on the subject of global investing: International Investment Opportunities: How and Where to Invest Overseas Successfully and Investing Without Borders. His latest book, widely praised by readers, is Investing in Resources: How to Profit from the Outsized Potential and Avoid the Risks (Wiley, 2010). Mr. Day is a recognized authority in both global and resource investing. He is frequently interviewed by the press, domestically and abroad. He is a popular speaker and frequently invited to lecture at financial conferences and seminars around the world. His pleasures include fine dining, reading (especially history), and the opera.Adrian Day - Website - https://adriandayassetmanagement.com/WTFinance -Instagram - https://www.instagram.com/wtfinancee/Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfniTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4Twitter - https://twitter.com/AnthonyFatseas

Aujourd'hui, Antoine Diers, consultant, Didier Giraud, éleveur de bovins et Flora Ghebali, entrepreneure dans la transition écologique, débattent de l'actualité autour d'Alain Marschall et Olivier Truchot.

Consumer sentiment and housing data loom as investors digest a disappointing outlook from Netflix. Geopolitical worries could keep markets volatile after chips dove Thursday. Important Disclosures This material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The {securities, investment products and investment strategies mentioned are not suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions. For illustrative purpose(s) only. Investing involves risk, including loss of principal, and for some products and strategies, loss of more than your initial investment. Supporting documentation for any claims or statistical information is available upon request. Past performance is no guarantee of future results. Diversification and rebalancing strategies do not ensure a profit and do not protect against losses in declining markets. Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly. For more information on indexes, please see schwab.com/indexdefinitions. The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party. Digital currencies [such as bitcoin] are highly volatile and not backed by any central bank or government. Digital currencies lack many of the regulations and consumer protections that legal-tender currencies and regulated securities have. Due to the high level of risk, investors should view digital currencies as a purely speculative instrument. Cryptocurrency-related products carry a substantial level of risk and are not suitable for all investors. Investments in cryptocurrencies are relatively new, highly speculative, and may be subject to extreme price volatility, illiquidity, and increased risk of loss, including your entire investment in the fund. Spot markets on which cryptocurrencies trade are relatively new and largely unregulated, and therefore, may be more exposed to fraud and security breaches than established, regulated exchanges for other financial assets or instruments. Some cryptocurrency-related products use futures contracts to attempt to duplicate the performance of an investment in cryptocurrency, which may result in unpredictable pricing, higher transaction costs, and performance that fails to track the price of the reference cryptocurrency as intended. Please read more about risks of trading cryptocurrency futures here. Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors. All expressions of opinion are subject to change without notice in reaction to shifting market, economic or political conditions. Data contained herein from third party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed. Schwab does not recommend the use of technical analysis as a sole means of investment research. The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc. Apple Podcasts and the Apple logo are trademarks of Apple Inc., registered in the U.S. and other countries. Google Podcasts and the Google Podcasts logo are trademarks of Google LLC. Spotify and the Spotify logo are registered trademarks of Spotify AB. (0131-0726) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this special multi-guest episode filmed on the floor of the 2026 Rule Symposium, industry veterans share contrarian views amid a healthy pullback in precious metals. Gold and silver sit 30-50% off highs, creating “fire sale” prices for quality names while central banks quietly stack physical gold and currencies face ongoing debasement. 13 Featured experts: Adrian Day, Rick Rule, Brien Lundin, Dr. Nomi Prins, Tavi Costa, Jeff Phillips, Matthew Piepenberg, Robert Quartermain, Brent Cook, Rob McEwen, Sean Roosen, Shawn Khunkhun, and Willem Middelkoop Key takeaways:Best setup in years: ultra-low valuations, extreme negative sentiment, cashed-up juniors & developers in safe jurisdictions.Focus areas: pure-play silver miners, copper (supply deficit + electrification), uranium, permitted gold developers, royalty/prospect generators.Rick Rule: invest in yourself first—knowledge + relationships beat hot tips.Long-term secular bull remains intact; producers generate massive free cash flow at current prices; expect M&A.Volatility is normal—buy quality while fear is high. Perfect primer for resource investors seeking high-conviction ideas from the conference. Find Out More About Palisades Goldcorp, Canada’s Leading Junior Resource Investment Company:► Website: https://palisades.ca Timestamps:00:00:00 – Introduction00:00:35 – Rick Rule – Invest in Yourself00:04:55 – Brent Cook – Quality Projects00:07:20 – Jeff Phillips – Healthy Pullback00:09:44 – Dr. Nomi Prins – Silver & Confidence00:12:14 – Matt Pipenburg – Buying Opportunities00:16:54 – Robert Quartermain – Dakota Gold00:20:03 – Rob McEwen – Macro Commodities Outlook00:24:45 – Sean Roosen – Liquidity & Energy – Hard Assets00:30:09 – Shawn Khunkhun – Good Valuations00:31:52 – Willem Middelkoop – The Big Picture00:35:00 – Tavi Costa – Rate Hikes & Geopolitical Drivers00:39:00 – Adrian Day – Sentiment & Opportunity00:42:09 – Brien Lundin – Debt, Deficits, Metals & Mining00:43:05 – Rick Rule Wrap Up

Ethereum has recently shown signs of attempting to break its downtrend against Bitcoin. Meanwhile, Robinhood's new blockchain quickly became a top-five network by DEX volume, signaling strong early demand for its tokenized asset platform. ~This episode is sponsored by Tangem~ Tangem ➜ https://bit.ly/TangemPBN Use Code: "PBN" for Additional Discounts! Guest: Joseph Chalom, CEO at Sharplink Sharplink website ➜ https://bit.ly/SharplinkETH 00:10 Sponsor: Tangem 01:00 Rage pump 01:45 Is ETH breaking away from Bitcoin? 03:10 Merge Sharplink & Bitmine together? 07:00 Robinhood Case-Study 08:00 Robinhood vs Base  09:30 The next big retail chains to join Ethereum? 12:00 Michael Saylor vs Quantum FUD 14:15 Has Wall Street realized Bitcoin Drama? 15:30 A.I. Mining boom 17:00 Proof of Stake narrative 18:16 Bank Adoption Index: how does ETH compare? 20:20 Stable Vault yields or variable yields 24:20 $5 subscriptions vs free Wallet yields 26:30 If CLARITY Act fails… 28:30 Is Uniswap destined to flip Circle? 32:30 Equity Season Begins? #Crypto #ethereum #eth  ~Ethereum Sentiment Skyrockets!

Noam Segal is a longtime research leader across Airbnb, Meta, Twitter, Zapier, Intercom, and Figma, a certified coach, AI builder, and my community research lead. Together, we run the annual Tech Worker Sentiment Survey, now in its second year and one of the largest of its kind: a quantitative study of how people in tech actually feel about their jobs, AI, burnout, and the future of their careers. This year's survey captured responses from thousands of workers across product, engineering, design, research, marketing, data, and sales, and the results are striking.In our in-depth conversation, we discuss:1. Why AI has split the tech workforce almost exactly in half—one half that's thriving, another that's shaken2. The four emotional archetypes defining tech workers right now (the Energized, the Conflicted, the Disoriented, and the Resentful)3. Why burnout has jumped an alarming 11 points in a single year4. Why nobody in tech would recommend their job to someone entering the industry today5. The #1 fear in tech right now (it's not job loss to AI)6. Why managers are the single biggest lever for employee well-being7. Concrete advice for what employees and leaders can do right now—Brought to you by:WorkOS—Make your app enterprise-ready, with SSO, SCIM, RBAC, and more: https://workos.com/lennyMercury—Radically different banking, now with Command: https://mercury.com/command?utm_source=lennys&utm_medium=sponsored_newsletter&utm_campaign=26q3_brand_campaign—Episode transcript: https://www.lennysnewsletter.com/p/how-tech-workers-actually-feel-about—Archive of all Lenny's Podcast transcripts: https://www.dropbox.com/scl/fo/yxi4s2w998p1gvtpu4193/AMdNPR8AOw0lMklwtnC0TrQ?rlkey=j06x0nipoti519e0xgm23zsn9&st=ahz0fj11&dl=0—Where to find Noam Segal:• X: https://x.com/noamseg• LinkedIn: https://www.linkedin.com/in/noamsegal—Where to find Lenny:• Newsletter: https://www.lennysnewsletter.com• X: https://twitter.com/lennysan• LinkedIn: https://www.linkedin.com/in/lennyrachitsky/—In this episode, we cover:(00:00) Introduction to Noam Segal(02:34) About the survey: methodology and scope(06:04) The core finding: AI has split the tech workforce in half(13:03) The AI identity stance(14:40) The four archetypes: Energized, Conflicted, Disoriented, Resentful(19:35) Burnout is surging (and why shipping faster is making it worse)(22:53) A glimmer of hope(24:55) Layoff worries(29:15) The career recommendation NPS score(36:45) The ladder metaphor: rungs disappearing beneath our feet(45:14) AI is making us faster, not better(52:53) The #1 fear: being squeezed to do more for the same pay(55:55) The emotional landscape and “smiling exhaustion”(01:01:02) Designers and researchers: the most negative group two years running(01:06:27) Who's happiest(01:12:18) Managers: the single biggest lever on well-being(01:18:47) The industry is “chaotic”(01:24:53) What employees and leaders can do right now(01:31:32) AI guilt and closing thoughts—Referenced:• How tech workers are feeling in 2026: a workforce splitting in two: https://www.lennysnewsletter.com/p/how-tech-workers-are-feeling-in-2026• How tech's most resilient workers handle burnout: https://www.lennysnewsletter.com/p/how-techs-most-resilient-workers• Please stop the AI Confidence Theater: https://www.elenaverna.com/p/please-stop-the-ai-confidence-theater• Velocity over everything: How Ramp became the fastest-growing SaaS startup of all time | Geoff Charles (VP of Product): https://www.lennysnewsletter.com/p/velocity-over-everything-how-ramp• NPS Is The Worst: https://www.npsistheworst.com• The Terminator: https://www.imdb.com/title/tt0088247• Skynet: https://terminator.fandom.com/wiki/Skynet• Inside Devin: The world's first autonomous AI engineer that's set to write 50% of its company's code by end of year | Scott Wu (CEO and co-founder of Cognition): https://www.lennysnewsletter.com/p/inside-devin-scott-wu• Devin: https://devin.ai• An AI state of the union: We've passed the inflection point, dark factories are coming, and automation timelines | Simon Willison: https://www.lennysnewsletter.com/p/an-ai-state-of-the-union• Redeploying Fable 5: https://www.anthropic.com/news/redeploying-fable-5• Why half of product managers are in trouble | Nikhyl Singhal (Meta, Google): https://www.lennysnewsletter.com/p/why-half-of-product-managers-are-in-trouble• Inside Linear: Building with taste, craft, and focus | Karri Saarinen (co-founder, designer, CEO): https://www.lennysnewsletter.com/p/inside-linear-building-with-taste• Building beautiful products with Stripe's Head of Design | Katie Dill (Stripe, Airbnb, Lyft): https://www.lennysnewsletter.com/p/building-beautiful-products-with• The design process is dead. Here's what's replacing it. | Jenny Wen (head of design at Claude): https://www.lennysnewsletter.com/p/the-design-process-is-dead• OpenAI Codex lead on the new shape of product work | Andrew Ambrosino: https://www.lennysnewsletter.com/p/openai-codex-lead-on-the-new-shape• Elon Musk: ‘Chances are we're all living in a simulation': https://www.theguardian.com/technology/2016/jun/02/elon-musk-tesla-space-x-paypal-hyperloop-simulation—Production and marketing by https://penname.co/. For inquiries about sponsoring the podcast, email podcast@lennyrachitsky.com.—Lenny may be an investor in the companies discussed. To hear more, visit www.lennysnewsletter.com

War is back on – Oil on the rise. Some are saying AI trade has peaked – I have some thoughts on that. Earnings season is just days away. We will talk about that with our guest –  Gavin Maguire, Senior Analyst at Briefing.com. NEW! DOWNLOAD THE AI GENERATED SHOW NOTES (Guest Segment) Gavin has more than 20 years of market experience with Briefing.com, contributing real-time commentary to the Live In Play page and helping monitor market-moving news, rumors, economic data, earnings reports, geopolitical developments, and broader macro events that shape investor sentiment and market direction. For Briefing Trader subscribers, Gavin provides daily trading and investment ideas under the EVENT custom ticker, with a focus on day trades in the major indices, including the S&P 500, along with select longer-duration opportunities in ETFs and individual stocks. In addition, Gavin hosts The Sentiment & Flow Show on Briefing.com’s Trader Audio, where he examines market structure, options flow, positioning, and investor sentiment to provide a top-down view of current market trends and identify where markets may be headed next. The show combines technical analysis, options activity, macroeconomic developments, and institutional positioning to help traders better understand the forces driving price action. He graduated from the University of Scranton in Pennsylvania and is based in North Carolina. Check Out Briefing.com (Free Trial) Follow @andrewhorowitz Check this out and find out more at: http://www.interactivebrokers.com/ Looking for style diversification? More information on the TDI Managed Growth Strategy – HERE Stocks mentioned in this episode: (GLD), (ORCL), (META), (SPY), (NKE), (GOOGL), (BKRB)

US equity futures are softer with the S&P down. Bonds are firmer, as the US 10-year yield drops 2 bps to 4.5% following yields fell 3-4 bps in prior session. Gilts fall 2 bps to 4.9%, while the Bund softens by 1 bp to 3.1%. The dollar is weaker. Oil edges down slightly, with WTI crude near $72/bbl. Gold is lower, while Bitcoin shows gains. European and Asian equity markets are mostly firmer. European markets are finding support after the US refrained from launching a third consecutive day of strikes against Iran. Sentiment earlier this week was shaken by rising tensions, which triggered a sharp rally in oil prices and a rise in interest rates, reigniting concerns about inflation and growth risks. As a result, sell-side strategists are becoming increasingly divided on the outlook for European markets. Some analysts point to vulnerabilities stemming from Europe's limited exposure to AI and heightened sensitivity to oil-driven volatility, given the region's reliance on imported oil.Companies Mentioned: EasyJet, Bayer AG, Arthur J. Gallagher

SK Hynix has raised $26.5 billion in its Wall Street share offering, marking the biggest first-time listing by a foreign company in the US. Meanwhile, ChangXin Memory Technologies, or CXMT, has started the issuance process for its STAR Market IPO, with subscriptions scheduled for July 16. ~This episode is sponsored by Tangem~ Tangem ➜ https://bit.ly/TangemPBN Use Code: "PBN" for Additional Discounts! 00:00 intro 00:06 Sponsor: Tangem 00:36 AI Boom vs Chips 01:14 SK Hynix IPO Today 01:49 CXMT IPO incoming 04:19 $KSTR China Chip Index 05:34 Bitcoin Hashrate slump 06:03 Bitcoin Miners Fleeing To A.I. 06:35 Hashrate Drawdowns vs Price 07:08 Terawulf Moves To A.I. 07:28 Terawulf on Massive Revenue  07:58 Bitcoin Activity Falling 08:34 Lyn Alden on Bitcoin Miner Rotation 09:13 Not Slowing Down Soon 09:53 BIP-110 Bitcoin Fork Drama 10:28 Bitcoin Sentiment Collapse 10:43 Bitcoin Treasury Cancelled 11:02 $STRC Depeg 11:29 Michael Saylor Addresses Concerns 12:41 Stablecoins Paying 7% 13:29 Sentiment is King 13:45 Stable Vaults Launch 14:15 Jensen Huang Predicted This 15:00 Chips vs Bitcoin Liquidity 15:20 outro #crypto #semiconductor #bitcoin ~Mega Chip IPO's vs Bitcoin

Stijn Schmitz interviews Adrian Day at the 2026 Rule Symposium. Adrian Day is CEO of Adrian Day Asset Management and Manager of the EuroPacific Gold Fund. Adrian observes a significant opportunity in the resource sector, noting that gold and silver equities are trading at valuations near all-time lows, compounded by deeply negative sentiment. He points out that bullish sentiment for gold has plummeted to single digits, even hitting zero percent on one occasion, creating what he views as an exceptionally lopsided and contrarian setup. While acknowledging that gold bullion cannot be valued using traditional discounted cash flow models, he argues it is undervalued on an inflation-adjusted basis and relative to global debt and money supply, suggesting the current cycle has a long way to run before any potential overshoot. Day emphasizes that key indicators for market tops are primarily sentiment-driven, such as overwhelming bullish media coverage, unsolicited stock tips from the public, and lines forming outside bullion dealers. Harder data points include accelerating flows into gold ETFs and the emergence of premiums on physical products. For investors new to or underweight the sector, he recommends buying across the spectrum, highlighting that even the largest, most conservative royalty and streaming companies are trading at historically low multiples. When evaluating junior exploration companies, his focus is overwhelmingly on the quality of the management team and the strength of the balance sheet, with the specific mineral property being the least important factor. He stresses the importance of management with a relevant track record and the presence of large, supportive, long-term shareholders who can ensure access to capital during difficult markets. For mid-tier producers, he prefers companies with diversified assets in concentrated jurisdictions to mitigate single-mine risk. Briefly touching on other commodities, Day notes that oil and gas stocks have dramatically underperformed the broad market this year and have not retreated significantly from recent highs, though he is waiting for lower entry prices. He also sees potential in thermal coal projects serving Asian markets, where energy security has become a paramount concern. Timestamps: 00:00:00 – Introduction 00:00:36 – Gold Opportunities and Sentiment 00:05:51 – Bull Bear Sentiment Indicators 00:10:05 – Transition to Gold Miners 00:17:06 – Mergers Acquisitions in Mining 00:20:07 – Evaluating Management Teams 00:22:43 – Oil and Gas Outlook 00:27:10 – Thermal Coal Investment Potential 00:28:47 – Concluding Thoughts Guest Links: Website: https://adrianday.com/ Adrian Day is considered a pioneer in promoting the benefits of global investing in the United Kingdom. A native of London, after graduating with honors from the London School of Economics, Mr. Day spent many years as a financial investment writer, where he gained a large following for his expertise in searching out unusual investment opportunities around the world. He has also authored two books on the subject of global investing: International Investment Opportunities: How and Where to Invest Overseas Successfully and Investing Without Borders. His latest book, widely praised by readers, is Investing in Resources: How to Profit from the Outsized Potential and Avoid the Risks (Wiley, 2010). Mr. Day is a recognized authority in both global and resource investing. He is frequently interviewed by the press, domestically and abroad. He is a popular speaker and is frequently invited to lecture at financial conferences and seminars around the world. His pleasures include fine dining, reading (especially history), and the opera.

Ryan Detrick discusses why he believes the current bull market still has room to run, pointing to strong corporate earnings, healthy profit margins and resilient investor sentiment. He outlines his 15% to 18% upside target for the S&P 500 (SPX), explains why recent volatility hasn't derailed the market, and shares a more dovish Fed outlook than what many investors currently expect.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

On this episode of What Are Your Thoughts, Downtown Josh Brown and Michael Batnick discuss Apple's breakout to new highs and the bull case for a $400 price target, whether cracks are beginning to show in the AI trade after Samsung's earnings reaction, why consumer sentiment remains deeply pessimistic even as stocks keep climbing, the emerging markets ETF quirk that's rewarding some investors over others, whether we're witnessing one of the strongest earnings-driven bull markets in history, and why the HALO trade could continue to outperform in the second half of the year. Plus, Michael makes the case for MAGS, Josh brings another mystery chart, and much more. This episode is sponsored by Public. Learn more at: ⁠https://public.com/WAYT⁠ Sign up for ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Compound Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and never miss out! Follow us on social media: Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://instagram.com/thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://twitter.com/thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/company/the-compound-media/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ TikTok: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.tiktok.com/@thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ritholtz Wealth Management⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/advertising-disclaimers⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/podcast-youtube-disclosures/⁠⁠⁠⁠ Public Disclosure: Paid for by Public Investing. Brokerage services by Open to the Public Investing Inc, member FINRA & SIPC. Advisory services by Public Advisors LLC, SEC-registered adviser. Complete disclosures available at ⁠https://public.com/disclosures Learn more about your ad choices. Visit megaphone.fm/adchoices

Healthcare - at an important juncture...gettting rotationSentiment - Still climbing a wall of worry as bore bears that bulls show upGold - Not trading well.Become a supporter of this podcast: https://www.spreaker.com/podcast/the-care-for-my-wealth-show--2487688/support.

00:00 Intro1:02 Report: China Fueling Anti-AI Data Center Sentiment to Slow US Expansion2:33 Tibetan Man Dies After Self-Immolation Outside UN Headquarters3:27 Taiwan Drill Tests Readiness for China Invasion5:17 India and Japan Deepen Indo-Pacific Security Ties Amid China Tensions6:45 Faith and Freedom at America's 250th Anniversary 12:25 Matt Ridley: Here's What They Hid in Wuhan

July 4th marks 250 years of America as an independent nation. We're a nation founded on principles centered around democracy, equality, separation of powers, plus checks and balances. On the eve of the country’s semiquincentennial, scholars and activists warn democratic norms are eroding due to the Trump Administration’s rapid changes to existing voting rights legislation, the expansion of executive powers and more. But does this moment feel like a pivot because of President Donald Trump’s actions, or an extension of the country’s overlooked history? In today’s special on WABE, we examine what is to be celebrated, especially at this moment of our nation’s history? In this episode, “Closer Look” presents “Spacious Skies: Sentiment and Reflection On America's Birthday.” We welcome guests back from our 2024 special, Georgia State University historians, Dr. Jody Noll and Professor John McMillian. Plus, a conversation with a prominent civil rights activist who represents one of the three lifetimes that make up the age of the country. We spoke with former Atlanta Student Movement leader Charles Black.See omnystudio.com/listener for privacy information.

In this episode, Adrian Morris joins the show to discuss Bitcoin Treasury Companies. We explore whether MSTR and STRC are over, sustainable mNAV premiums, the impact of leverage, the right way to calculate mNAV, how many such companies can realistically exist, and how this space evolves through bull and bear markets.Timestamps:00:00 What are Bitcoin Treasury Skeptics Getting Wrong?03:55 Is it over for STRC? Par vs Peg06:30 The level of correlation to Bitcoin price07:10 Critiques of STRC marketing?09:02 Market Dynamics and Bitcoin Correlation10:50 Should Strategy Do Something About STRC?13:55 Is it a waiting game?14:40 Is the bitcoin treasury risk mispriced? When is a premium justified?19:26 Leverage or Amplification embedded in the structure24:10 Operating or Financing Flows to Get Bitcoin?26:15 mNAV29:12 Thoughts on CEBE Analysis32:30 Different forms of mNAV36:12 Sentiment's role is amplified40:32 “Just Tread Water and Survive Until the Bull”42:47 Will the Correlation to Bitcoin Price increase over time?46:18 Growth Opportunities: Mergers and Acquisitions 48:23 The Bitcoin Treasury Model - How Replicable is it?51:50 Where are we in this cycle?53:42 AI Analysis: Tools and Techniques for Investors58:55 Is AI being overbuilt? 1:01:40 Open Weights and Local AI?Links: Adrian on X: https://x.com/_AdrianTrue North: https://tnorth.com/Bitcoin For Corporations: https://bitcoinforcorporations.com/Stephan Livera links:Follow me on X: @stephanliveraSubscribe to the podcastSubscribe to Substack

For episode 746 of the BlockHash Podcast, host Brandon Zemp is joined by Tristan Thompson to discuss the intersection of Sports, Tech and Capital at Bitcoin 2026 and becoming a Founding partner of Introduction.com.

Rebecca Smith Pollard published a book of poems to mark the U.S. centennial in 1876, and also a novel with some questionable messages. She also developed a method to teach children to read that was ahead of its time. Research: Chetwynd, Sally Morong “Sam.” “Birth of Rebecca Smith Pollard, Education pioneer – Sept. 20, 1831.” Brass Castle Arts. 9/20/2014. https://brasscastlearts.blogspot.com/2014/09/birth-of-rebecca-smith-pollard.html The Writer’s Almanac. “Tuesday, September 20, 2011.” https://writersalmanac.publicradio.org/index.php%3Fdate=2011%252F09%252F20.html History of Literacy. “Pollard Nominated to Reading Hall of Fame.” History of Reading News. Vol.XXVI No.1 (2002:Fall). Via Archive.org Wayback Machine. https://web.archive.org/web/20160729031119/https://historyliteracy.org/scripts/search_display.php?Article_ID=240 Haefner, Marie. “An American Lady.” The Palimpsest. The State Historical Society of Iowa. April 1957. The Palimpsest archive 38(4), 129-176. doi: https://doi.org/10.17077/0031-0360.22585 Pollard, Rebecca S. “The Prayers of Eleven Hundred Children.” Our Dumb Animals. Vol. 24, No. 8. January, 1892. https://archive.org/details/sim_animals_our-dumb-animals_1892-01_24_8/ The Catholic Educational Review. “Phonetics, Their Origin and Function.” Vol. 24. May 1926. https://archive.org/details/sim_catholic-educational-review_1926-05_24/ “Pollard’s Advanced Speller.” Education. Vol. 18, Issue 1. September 1897. https://archive.org/details/sim_education-us_1897-09_18_1/ Pollard, R.S. “Educational Appliance.” U.S. Patent No. 375,095. December 20, 1887. Heilman, Arthur W. “Principles and practices of teaching reading.” Columbus, Ohio, C. E. Merrill Books. 1961. Huey, Edmund Burke. “The History And Pedagogy Of Reading With A Review Of The History Of Reading And Writing And Of Methods Texts And Hygiene In Reading.” The Macmillan Company. 1915. “A New Road to Learning.” The Des Moines Register. Page 23. 12/3/1911. Wheatley, Jeffrey. “The Wrong Feeling of Feeling Right: Fanaticism and Sentiment in Anti-Abolitionist Novels.” From Religion and Social Change. Edited by Sabrina Danielsen. Journal of Religion and Society. Supplement 26 (2025.) Harrington, Kate and Miss M.E. Wilson. “The Moonlight Tryst.” Louisville Journal. 1/7/1854. Pollard, Rebecca S. “Emma Bartlett: or, Prejudice and fanaticism.” Cincinnati, Moore, Wilstach, Keys & Overend. 1856. “Emma Bartlett: or, Prejudice and Fanaticism.” Ottumwa Semi-Weekly Courier. 4/16/1857. Pollard, Rebecca S. “Centennial and Other Poems.” Philadelphia : Lippincott. 1876. Kirkham, Samuel. “English Grammar in Familiar Lectures.” New York. Robert B. Collins. “Portrait and Biographical Album of Lee County, Iowa.” Chicago: Chapman Brothers, 1887. https://sites.rootsweb.com/~iabiog/lee/pbh1887/pbh1887-s.htm See omnystudio.com/listener for privacy information.

Jim McTague reports on the cautious economic sentiment in Lancaster County, where despite falling gas prices, consumers remain budget-conscious. While tourism remains strong at venues like the Sight and Sound Theatre, local officials recently rejected a proposed data center in Columbia due to technicalities and concerns over its utility.1880 DIONYSIUS THEATER

Anatol Lieven discusses the civil unrest following the murder of Henry Novak in England. He critiques the police response and explains how Nigel Farage is exploiting the tragedy to fuel nationalist sentiment. Additionally, Lievenassesses the political decline of Keir Starmer and the potential rise of Andy Burnham.1943 STORK CLUB

Episode 5391: Failure To Pass The SAVE America Act; AI Polling And Recent Grad Sentiment