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This week, co-hosts Gabriela Barkho and Melissa Daniels are joined by senior reporter Julia Waldow to dive into takeaways from the National Retail Federation's 2026 conference; it's the retail industry's biggest conference, and typically sets the tone for the year. The mood at NRF was cautiously optimistic, with brands and retailers showing off their best use cases of agentic commerce and AI tools to help with checkout and discovery. Waldow explains how the week also saw announcements from the likes of Google, and Microsoft about the tools they're deploying for retailers to try. But at the same time, executives said there is still some friction, with many attendees themselves saying they don't trust AI to do their shopping for them. Barkho discuss how beyond technology, brands talked about how to court today's shoppers by focusing on value, and the ways they're looking to stay relevant. Other key themes discussed on the show include: How AI in retail has shifted from hypothetical use cases to case studies of practical applications The far-fetched robotics and technologies seen on the Expo Floor Brands becoming less vocal about tariffs and immigration-related challenges as they focus on growth in a complex landscape
Brian from Santiment joined me to review the crypto metrics for Bitcoin, Ethereum, XRP, Solana, and Monero.
In this episode of Excess Returns, we welcome back Liz Ann Sonders to discuss the evolving market and economic landscape heading into 2026. The conversation focuses on why this cycle feels fundamentally different, how instability rather than uncertainty is shaping investor behavior, and what that means for inflation, the labor market, Federal Reserve policy, and equity markets. Liz Ann breaks down the growing bifurcation across the economy and markets, the shift away from the Great Moderation era, and how investors should think about diversification, earnings, valuations, and AI-driven capital spending in a more volatile and fragmented environment.Main topics covered• Why today's environment is better described as unstable rather than uncertain• The K-shaped economy and growing bifurcation across consumers, sectors, and markets• Inflation dynamics and why 2 percent may now be a floor rather than a ceiling• How deglobalization, supply chains, and tariffs are changing the inflation regime• The shifting relationship between stocks and bonds• Hard data versus soft data and what sentiment is really telling us• The labor market's headwinds and tailwinds, including immigration and hiring trends• AI's impact on productivity, jobs, and capital spending• The AI capex boom and how it differs from the late 1990s tech cycle• Earnings growth, valuation compression, and market broadening• Rolling recessions versus traditional economic downturns• Federal Reserve challenges under a conflicted dual mandate• Why factor-based investing matters more than sector or style callsTimestamps00:00 Introduction and why this cycle feels different02:00 Uncertainty versus instability in markets03:30 The K-shaped economy and market bifurcation07:00 Market broadening, small caps, and diversification09:00 Inflation measurement challenges and data reliability12:00 Why inflation may stay above 2 percent15:00 Stock and bond correlations across cycles17:30 Labor market crosscurrents and immigration effects20:45 AI, productivity, and entry-level job pressures24:30 Sentiment versus fundamentals in markets27:30 Retail trading, behavior, and market psychology31:00 Rolling recessions and post-pandemic distortions38:00 Technology, cyclicality, and sector rotation40:30 The Fed's policy dilemma and internal disagreements45:00 AI capital spending and comparisons to the dot-com era51:00 Earnings growth versus valuation expansion55:00 Factors, GARP, and portfolio positioning for 2026
Scarce Assets: Alex Pron explains why wealth managers are finally embracing Bitcoin, how Wall Street distribution changes the market, & why long-term conviction matters more than cycles.---
What if the biggest barrier between you and the life God has for you is your own disobedience? In this message, Pastor Josh challenges us to move from sentiment to substance, because surrender isn't the same as obedience. We may feel surrendered, but until we actually obey, we're still holding back. If Jesus isn't Lord of all, He isn't Lord at all.If you're new to Harbor or want to get connected in any way click this link to get your New Here gift, find upcoming events or get involved!https://harborchurch.com/connect
PREVIEW FOR LATER TODAY ISRAEL AND CIVILIZATION: ANTI-WESTERN SENTIMENT ON CAMPUSColleague Josh Hammer. Columnist Josh Hammer discusses his book Israel and Civilization, arguing that anti-Israelprotests at universities like George Washington University are proxies for anti-Western sentiment. Hammer suggests these activists view Israel as a "little Satan" representing Western nation-states, aiming to dismantle Westerncivilization alongside the Jewish state.1842 MASADA
The Last Trade: Morgan Stanley's ETF filing and Bank of America's allocation guidance mark a shift in Bitcoin's market structure. We discuss institutional flows, the limits of cycle models, and why custody risk is becoming central to adoption.---
There were plenty of market movers to close the trading week, but Marley Kayden and Sam Vadas turn to two that fell off many investors' radars. They talk about the mixed results from December's jobs and consumer sentiment reports, paired with a sharp rally in homebuilder stocks. ======== 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
Housing expert Rick Sharga joins Kathy Fettke to share a data-driven 2026 housing market outlook based on the latest investor sentiment survey. They break down where home prices, mortgage rates, and investor activity may be headed, why more investors are shifting from fix-and-flips to rentals, and whether fears of a housing crash are supported by the data. A realistic, no-hype look at what real estate investors should expect in 2026.
In this episode of Excess Returns, Katie Stockton of Fairlead Strategies joins Matt Zeigler and Justin Carbonneau to walk through her technical outlook for markets as we head into 2026. The conversation focuses on trend analysis, momentum, volatility, and risk management across U.S. equities, sectors, international markets, and alternative assets. Rather than making predictions, Katie explains how she reacts to price, confirms signals, and uses a disciplined technical process to identify opportunities and manage downside risk in changing market environments.Main topics coveredMarket trend outlook for U.S. equities heading into 2026Why long-term trends remain constructive despite rising short-term risksHow to think about volatility, consolidation, and corrective phasesWhat loss of momentum in late 2025 signals for near-term positioningHow to use triangle formations, support, and resistance levelsUnderstanding DeMark indicators, MACD, and stochastic signalsLeadership shifts within large-cap technology and the Mag 7Growth versus value dynamics across market capsSmall caps, market breadth, and participation signalsSector rotation insights including technology, healthcare, financials, energy, utilities, and real estateHow sentiment indicators like fear and greed fit into a broader processGold, silver, and precious metals trends and volatilityBitcoin and crypto from a technical perspectiveThe U.S. dollar, yields, and global market implicationsInternational and emerging market opportunitiesHow the Fairlead Tactical Sector ETF is constructed and used in portfoliosWhere a tactical, risk-managed strategy can fit within asset allocationTimestamps00:00 Market setup and trend perspective for 202601:25 Long-term uptrend versus short-term risk04:16 Momentum loss and near-term caution06:00 Nasdaq 100 triangle and volatility setup07:45 Ichimoku clouds and trend confirmation11:01 Using consolidation and support levels13:05 Tech leadership and relative strength shifts18:30 Small caps, breadth, and market participation21:01 Growth versus value across market caps23:00 Market breadth and advance-decline signals24:13 Sentiment, fear and greed, and retests30:00 Breakouts, catalysts, and confirmation32:00 Sector rotation overview35:00 Energy, real estate, and rate-sensitive sectors39:10 Fairlead Tactical Sector ETF strategy45:00 International and emerging markets47:36 Gold, silver, and precious metals51:04 U.S. dollar and currency trends54:00 Bitcoin and crypto technical outlook57:12 Key indicators to watch going forward59:07 Long-term takeaways for investors
We break down the viral “crypto is dead” take and what it actually means: the industry can't rely on hype, memes, and casino mechanics forever. We talk about why stablecoins may be crypto's biggest real-world win, how speculation still funds infrastructure, and why this cycle feels different as AI pulls capital (and attention) into a new “imagination phase.” We also cover why builders need to ship real products (not just tokens), how authenticity becomes the new premium in an AI world, and why every project may end up running a podcast as the best distribution engine. Plus: updates on NAT and Bitcoin's long-term miner security budget problem, including a recent Twitter Space conversation with Cinco and what miner adoption signals to watch next. Topics: First up, break down the viral “crypto is dead” take and what it actually means Next, discuss why stablecoins may be crypto's biggest real-world win, and how speculation still funds infrastructure and Finally, updates on NAT and Bitcoin's long-term miner security budget problem Please like and subscribe on your favorite podcasting app! Sign up for a free newsletter: www.theblockrunner.com Follow us on: Youtube: https://bit.ly/TBlkRnnrYouTube Twitter: bit.ly/TBR-Twitter Telegram: bit.ly/TBR-Telegram Discord: bit.ly/TBR-Discord $NAT Telegram: https://t.me/dmt_nat
Here's the truth no one wants to admit:Churn doesn't come out of nowhere.You just weren't listening.In this episode, Mike Brewer unpacks why resident retention isn't a renewal event—it's a daily listening exercise. Residents give you clues. Warning signs. Sentiment. And if you're not picking up what they're putting down, you're already behind.Mike shares how AI-driven sentiment analysis is becoming the front line in retention strategy—capturing mid-lease concerns, maintenance feedback, and even social media chatter before it becomes a 60-day notice.But here's the kicker...Listening without action is just noise.Retention starts when you hear—and act on—the subtle signs. Whether it's a leaky faucet that keeps getting missed or a negative vibe posted online, the organizations that listen well will keep their best residents longest.
learn slang expressions to express a sentiment
US equity futures mixed with S&P down 0.1%, following Tuesday's gains, which saw new ATH for Dow and S&P logged its first fresh record close since 24-Dec. Bonds firmer. US 10-year yields down, 2-year flat. Dollar is little changed. Oil down. Gold lower. Industrial metals mixed. Bitcoin is softer. Elsewhere, European equity markets are mostly firmer and Asia's are mixed. Sentiment remains bullish. More sell-side commentary are on Tuesday talking up valuation argument for European stocks. In addition, underlying resilience in macro backdrop another supportive factor. AI-narrative into the new year has focused on the positives rather than the risks. Geopolitical environment is febrile, yet implications for equity markets appear limited for now. President Trump said on social media that Venezuela will send 30-50M barrels of oil to US at market prices and proceeds to be controlled by Trump.Companies mentioned: Lukoil, Mobileye Global, Meta Platforms, Chevron
After a volatile first half and another year of strong headline returns, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, step back to assess what actually shaped markets in 2025 and what that foundation means heading into 2026.They revisit why early-year turbulence caught so many investors off guard, how companies navigated tariffs and margin pressure more effectively than expected, and why earnings growth remained the quiet backbone of the rally. The conversation then turns forward, covering their 2026 outlook for stocks and bonds, the role of AI-driven capital spending, global market leadership, and why sentiment continues to lag reality even as breadth improves. Along the way, they discuss inflation stickiness, labor market crosscurrents, policy tailwinds, and where diversification still matters most as the cycle matures.Key Takeaways: • Earnings did the heavy lifting: Profit growth and margin resilience, not valuation expansion, powered market gains • Volatility followed the script: Early-year drawdowns fit historical patterns despite widespread surprise • Global leadership expanded: International markets and cyclicals outpaced expectations as breadth improved • AI spending surged: Capital expenditures accelerated across major tech platforms, reinforcing long-term growth trends • 2026 outlook remains constructive: Above-average equity returns and modest bond gains hinge on steady growth without recessionJump to:0:00 — Setting The Stage For 20251:48 — Tariffs, Liberation Day, And Market Bottom4:30 — Sentiment, Concentration Myths, And Breadth9:45 — Speculation Falls, AI Leaders Repriced14:45 — Small Caps, Transports, And Rate Cuts22:30 — IPO Drought, Private Markets, And Valuations27:20 — Media Moments, Gold, And Diversifiers32:20 — Fed Cuts, Dots, And Labor Revisions40:10 — 2026 Playbook: Mid Caps, Financials, Healthcare46:30 — Global Vs. U.S., EM Tilt, And PolicyConnect with Ryan:• LinkedIn: https://www.linkedin.com/in/ryandetrick/• X: https://x.com/RyanDetrickConnect with Sonu:• LinkedIn: https://www.linkedin.com/in/sonu-varghese-phd/• X: https://x.com/sonusvarghese?lang=enQuestions about the show? We'd love to hear from you! factsvsfeelings@carsongroup.com
Tech leadership, small-cap momentum, and shifting investor sentiment took center stage as markets kicked off the new year. Nasdaq's Kevin Davitt joins Andrew Wilkinson to break down broadening market leadership, CES-driven tech trends, and what it all signals for investors moving forward.
REDIFF - Lucie exprime sa difficulté à établir des relations amicales équilibrées, se sentant souvent déçue par le manque de réciprocité. Elle partage son parcours de timidité surmontée et son désir de créer de nouveaux liens sociaux, notamment après sa retraite. Chaque soir, en direct, Caroline Dublanche accueille les auditeurs pour 2h30 d'échanges et de confidences. Pour participer, contactez l'émission au 09 69 39 10 11 (prix d'un appel local) ou sur parlonsnous@rtl.frHébergé par Audiomeans. Visitez audiomeans.fr/politique-de-confidentialite pour plus d'informations.
Le sujet fort de l'actualité foot du jour vu par Jérôme Rothen et la Dream Team.
If the Steelers take their opening possession down for a touchdown, the place will be rocking. This is a playoff game for the Steelers. They've started so bad in playoff games over the last eight years and need to get off to a fast start. Lightning Ozzy picks the Steelers to win 19-13!
Hour 1 with Donny Football: It's Steelers-Ravens. How could you not be excited? This is a coin flip type game where we could see a number of things happening. This feels like a Pat Freiermuth game, but so many have and it hasn't happened. This is a playoff game for the Steelers. They've started so bad in playoff games over the last eight years and need to get off to a fast start.
Ryan Detrick, Chief Market Strategist at Carson Group, flies solo for this new episode of Facts vs Feelings, joined by longtime chart-watchers Chris Kimble, former CEO of Kimble Charting Solutions, and Scott Brown, Founder of Brown Technical Insights, for a wide-ranging conversation on what the market is signaling as 2025 comes to a close.They dig into market breadth, sector leadership, financials, commodities, and metals that have gone nowhere for over a decade, along with gold's role, sentiment disconnects, and why certain “boring” areas may be setting up for something much bigger. The discussion blends technical analysis, long-term market history, portfolio construction, and the psychological side of investing, offering context for what could matter most heading into 2026.Chris and Scott are not affiliated with CWM, LLC. Opinions expressed by these individuals may not be representative of CWM, LLC.Jump to:0:00 — Opening and guest introductions1:41 — Market surprises and leadership shifts6:05 — Financials, tech, and market breadth12:10 — Gold, metals, and long-term breakouts18:40 — Sentiment, seasonality, and market signals26:10 — China, Fibonacci levels, and global setup34:20 — Research, portfolio construction, and the 2026 outlookConnect with Ryan:• LinkedIn: https://www.linkedin.com/in/ryandetrick/• X: https://x.com/RyanDetrickConnect with Scott:• LinkedIn: https://www.linkedin.com/in/scott-brown-cmt-22b62891/• X: https://x.com/scottcharts?lang=enConnect with Chris:• LinkedIn: https://www.linkedin.com/in/chris-kimble-708b4681/• X: https://x.com/KimbleChartingQuestions about the show? We'd love to hear from you! factsvsfeelings@carsongroup.com
Welcome to the VRA Investing Podcast! In today's episode, host Kip Herriage wraps up the final show of 2025 and looks ahead with optimism to 2026. He shares personal stories from the holiday season and dives into what makes him bullish for the new year, discussing the January trifecta and its historical track record for strong market performance. Kip Herriage explores the current state of market sentiment, why too much bullishness on Wall Street can be cause for caution, and why he believes we're still in the early stages of a promising bull market. He highlights housing as a key sector to watch, anticipating major changes from the homebuilding and mortgage industries that could energize the economy.
Erik Wetterling, Founder and Editor of The Hedgeless Horseman website, joins me for an end of the year wrap up, and a look ahead to 2026. We contrast how different stages of companies are reacting, or not reacting, to the higher underlying metals prices, across the producers, developers, and explorers; as well as where Erik sees the most fundamental catalysts stacking up that are not being properly recognized in current company valuations. We review the continued strange dichotomy between surging precious metals prices and the lagging reactions in many junior gold and silver stocks from 2024 into 2025, but look ahead to when we may see more capital rotate down into the PM junior stocks heading in 2026. Since the producers can immediately monetize the higher gold and silver and platinum prices, they have run much more over the last year than the pre-revenue companies. With regards to the junior explorers and developers, he sees the metals prices as merely a tailwind to their coming newsflow and that those fundamental catalysts are much more relevant for any changes to the company's valuation (either up or down). Erik points to the developers in the 2nd leg of the Lassonde Curve, like Montage Gold that have derisked large projects and been rewarded, or developers that successfully have moved into production, like Artemis Gold as examples of the kind of moves that other stocks may go on as this precious metals bull market matures. * In full disclosure, the companies mentioned by Erik in this interview, are positions held in his personal portfolio, and also may be site sponsors of The Hedgeless Horseman website at the time of this recording. For more market commentary & interview summaries, subscribe to our Substacks: The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/ Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.
Invité :Robert Ejnes, directeur exécutif du CRIF (Conseil Représentatif des Institutions Juives de France) Chroniqueur : Véronique Jacquier, journaliste politique CNews Hébergé par Audiomeans. Visitez audiomeans.fr/politique-de-confidentialite pour plus d'informations.
POLITICS, WAR, AND THE REPUBLICAN SPIRIT OF THE IMPRESSIONISTS Colleague Sebastian Smee. Édouard Manet was a passionate Republican who loathed the authoritarian rule of Napoleon III, a sentiment rooted in his witnessing the 1848 uprising and his travels to Rio where he saw the horrors of slavery. His political activism influenced the Impressionist circle, who were all Republicans. Manet frequented cafés to discuss politics with figures like Léon Gambetta, a moderate Republican leader navigating the tensions between monarchists and radicals. The group's optimism was tested by the Franco-Prussian War of 1870; following the Emperor's defeat at Sedan, a Republic was declared, but Paris was soon besieged by Prussian troops. The war touched the artists directly: the painter Bazille died in combat, and Alfred Sisley painted landscapes on the banks of the Seine that had recently been bloody battlefields, creating art that contemporaries recognized as scenes of trauma. NUMBER 3
Wie wird deine Marke in ChatGPT und Co. sichtbar? Marius Meiners, Gründer der AI-SEO-Plattform Peec AI, gibt konkrete Taktiken. Er erklärt die neuen KPIs wie „Visibility“, warum Listicles jetzt Gold wert sind und welche Art von Content in der KI-Ära überhaupt noch funktioniert. Was du lernst: Der einfache Trick, um deinen bestehenden Content für KI-Suche relevant zu machen Die 3 neuen KPIs für AI-SEO: Visibility, Sentiment & Position Die größten Low-Hanging-Fruits: Listicles & Comparison-Sites Für welche Unternehmen AI-SEO irrelevant ist Warum Margen und Defensibility in der KI-Welt trotzdem wichtig sind ALLES ZU UNICORN BAKERY: https://stan.store/fabiantausch Mehr zu Marius: LinkedIn: de.linkedin.com/in/mariusmeiners Website: https://peec.ai/ Join our Founder Tactics Newsletter: 2x die Woche bekommst du die Taktiken der besten Gründer der Welt direkt ins Postfach: https://www.tactics.unicornbakery.de/
As we head into 2026, population is no longer just another economic talking point — it has become one of the single most powerful forces reshaping Canadian real estate & the economy. For the first time in modern history, Canada's population is shrinking, and the effects are immediate and profound. Ontario and British Columbia — the country's largest and most expensive markets — are now posting negative annual population growth for the first time ever. After years of record inflows, the pendulum has swung sharply in the opposite direction. Non-permanent residents are leaving in record numbers, permanent residents are quietly exiting the country at near-historic highs, and government targets suggest this outflow may continue for the next two years. The last time Canada experienced a demographic shock, it was driven by rapid population acceleration — and it rewrote housing dynamics overnight. Now we are watching the same type of historic shift, only in reverse, and the consequences are every bit as significant.Those consequences are already showing up in the housing market. Canada is delivering the largest volume of purpose-built rental construction in history at the exact moment demand is softening. Rental inventory is surging, vacancy rates are climbing, incentives are returning, and the national market is clearly moving toward cheaper, more competitive rents. That may temporarily make renting feel like the smarter financial move, but history is unequivocal: the long-term wealth gap between renters and owners remains enormous, and demographic shifts don't change that reality. Nowhere is this more evident than in Toronto, where the condo market has all but stalled — sales have collapsed from record highs to generational lows, new project launches have effectively halted, and completed but unsold units are stacking up at levels never recorded before. It is the clearest example of what happens when the wrong kind of supply finally outruns broad market demand in an economy built on perpetual growth assumptions. Currently, dwellings under construction is running at 500% more than the population growth rate when the historical average is 50%.And yet, the broader economy still sends mixed signals. Mortgage growth has recently ticked up, supported largely by first-time buyers stepping in where investors and move-up purchasers have stepped back. Retail spending shows households remain cautious. Sentiment readings are improving - considerably in the business sector but insolvencies in places like B.C. are quietly hitting new records. At the same time, household net worth is sitting at all-time highs, driven by financial markets that reward those already positioned at the top. 20% of Canadians own 70% of Canadian Assets! Affordability, meanwhile, has “improved” — but only relative to a crisis peak. Even after seven quarters of easing, ownership costs are still near the worst levels Canada has ever seen, and with rates likely holding into 2026, further progress may need to come from unpopular but necessary price declines rather than overall policy relief. In this weeks podcast, we break down this critical demographic turning point — what a shrinking population truly means for housing demand, pricing power, rental markets, developers, mortgage holders, and anyone trying to make a disciplined real estate decision in the year ahead. _________________________________ Contact Us To Book Your Private Consultation:
The Last Trade: Matt Odell on the 2025 postmortem: why BTC lagged gold, how DATs wrecked sentiment, what the quantum debate gets wrong, and what changes when institutions take the wheel.---
2025 kept investors off balance, and Sonu Varghese, VP, Global Macro Strategist, and Ryan Detrick, Chief Market Strategist at Carson Group turned to Art Hogan, Chief Market Strategist at B. Riley Wealth Management, to make sense of what actually drove the year. They dig into the gap between perception and reality on market breadth, why speculative pockets unraveled even as leadership widened, and how steady rate cuts, shifting Fed signals, and a softer labor backdrop shaped sentiment. Art also brings decades of perspective on small caps, mid caps, financials, healthcare, and the global forces that may matter most as investors position for 2026.Art Hogan, nor B. Riley Wealth Management, are affiliated with CWM, LLC.Key Takeaways:• Market leadership broadened: More sectors and stocks contributed to gains than investors realized• Speculative areas reset: High-risk themes sold off sharply despite broader market strength• Fed signals stayed mixed: Cuts continued while disagreements inside the committee grew• Labor data softened: Slower hiring and revisions added pressure beneath the surface• Cyclicals built momentum: Financials, healthcare, industrials, and global markets carried meaningful strengthJump to:0:00 — Setting the Stage for 20255:20 — Breadth, Sentiment, and Concentration Fears9:30 — Speculative Shakeout and AI Valuations13:45 — Pullbacks, Psychology, and Market Stats17:15 — The Everything Rally in Context20:40 — Small Caps, Transports, and Quality Leadership34:30 — Fed Cuts, Labor Signals, and the 2026 OutlookConnect with Art• LinkedIn: https://www.linkedin.com/in/arthogan/• X: https://x.com/ArthurHoganIIIConnect with Ryan:• LinkedIn: https://www.linkedin.com/in/ryandetrick/• X: https://x.com/RyanDetrickConnect with Sonu:• LinkedIn: https://www.linkedin.com/in/sonu-varghese-phd/• X: https://x.com/sonusvarghese?lang=enQuestions about the show? We'd love to hear from you! factsvsfeelings@carsongroup.com
The Detroit Lions got outclassed by a so-so Pittsburgh Steelers roster because the plan failed before the ball was kicked. In late December, that is a coaching loss. It exposed a defense without cohesion, a depth chart stretched past its limits, and a Dan Campbell team that needs answers now. This Detroit Lions Podcast recap stares hard at why. Coaching Exposed in Steelers Loss The NFL is unforgiving when preparation lags. Pittsburgh brought a clear script and executed it. Detroit arrived with a better cast and a worse idea. The coaches were not good enough. The defense had no identity. The game plan did not fit the personnel available. That mismatch showed up on every level, from alignments to adjustments. The Steelers dictated with modest talent because they were organized. The Lions were not. That's the headline. It is also the trend. The final score felt earned, and not in a good way. Numbers over narratives point to the same truth. Too many explosive gains. Too many empty downs. Too many drives where Detroit never forced Pittsburgh off schedule. Depth, Scheme, and a Defense That Lost Its Shape Detroit's backups are not winning games in December. Injuries gutted the defense and chipped away at the offensive line again. The “next man up” idea sounds brave. It does not stop crossing routes or protect a corner stranded in man coverage he cannot play. You cannot build a man-heavy scheme and then ask reserves to survive it. Detroit tried to mix in zone. That fell apart too. The front four must cover for the back end. It did not. The starters up front are healthy, as are the three linebackers behind them. Pressure still lagged. That left a shaky secondary to hold forever. Plans that counted on additions like Josh Paschal and Levi Onwuzurike never stabilized. The result has been a defense gashed by everyone, not just top NFC offenses but a middle-tier Steelers unit as well. Worse, the same problems surfaced in other spots. Remember the 42-year-old Aaron Rodgers performance in Detroit. The Lions handed him leverage with structure. He took it. That is a scheme problem. It is also a self-scout problem that has not yet been solved. Flags, Farewells, and the Stakes for Dan Campbell Officiating cannot be the story, but it keeps grabbing the mic. The calls at the end were brutal. They did not decide the outcome. They did shape the discourse. When pool reporters and penalty explanations dominate the postgame, the NFL has a quality control issue. Detroit cannot count on cleaner Sundays. It must become call-proof. Hard choices are next. Some of the Dan Campbell and Brad Holmes originals are nearing the exit. Alex Anzalone may have played his last game at Ford Field. Others with devoted followings could join him. Sentiment meets performance here. Depth must get better. So must the plan to deploy it. This is the inflection point. The Detroit Lions have the talent to compete. They need a defense that fits who is actually available, not who was penciled in back in June. Campbell's next moves will define his tenure. Adapt now, or see December become a closed door again. https://www.youtube.com/watch?v=vsDHgopy-aQ #detroitlions #lions #detroitlionspodcast #pittsburghsteelers #coachingloss #defensewithoutcohesion #depthchart #dancampbell #explosivegains #man-heavyscheme #crossingroutes #mancoverage #frontfour Learn more about your ad choices. Visit megaphone.fm/adchoices
Deze week krijg je in DS Vandaag van maandag tot donderdag een aflevering van Karels kijk, waarin hoofdredacteur Karel Verhoeven terugkijkt op het journalistieke jaar. De eerste aflevering van Karels kijk is vrij te beluisteren, abonnees vinden de andere afleveringen in Luister, het audioplatform in de app DS Nieuws. Nieuw is dat je je Mediahuis-abonnement ook kan linken aan je Spotify-account door op het slotje naast de aflevering te klikken. Meer info vind je hier. OVER DEZE AFLEVERING Van Tom Waes over een Metoo-roman die over een bekende prof gaat, tot een explosief vonnis over een gynaecoloog-in-opleiding die zedenfeiten pleegde, en de frauderende thuisverpleegster Stefanie Sander. Ook het voorbije jaar beroerden heel wat ophefmakende zaken de media. “We kunnen beschrijven hoe iets beschamend wordt, maar het is niet aan ons om iemand schaamte toe te gooien”, stelt hoofdredacteur Karel Verhoeven. Voor De Standaard is het altijd behoedzaam laveren in (semi-)juridische dossiers, zeker als er een grote verontwaardiging leeft in de maatschappij. Stoken media te veel ‘het volk' op, of spelen ze al te vaak/graag voor rechter? Wanneer doen we aan naming (en shaming)? Karel Verhoeven fietst met ons door de zaken van het jaar en neemt geen blad voor de mond. “De foto van Stefanie Sander in bikini, die zou ik toch niet meer publiceren. Maar dat we haar naam noemen, daar hebben we goeie redenen voor.” CREDITS Journalist Karel Verhoeven | Presentatie en (eind)redactie Marjan Justaert | Audioproductie en muziek Joris Van Damme | Chef podcast Alexander Lippeveld See omnystudio.com/listener for privacy information.
In this episode I talk with Dr. Caleb T. Friedeman about his groundbreaking new book, Gospel Birth Narratives and Historiography: Reopening a Closed Case (Baylor University Press). For centuries, scholars have debated whether the birth narratives of Jesus in Matthew and Luke were intended as history or legend. Many modern studies dismiss them as legendary embellishments.Dr. Friedeman challenges this skepticism by showing that, in ancient biographies, birth narratives were typically written with historiographic intent. His research demonstrates that the Gospel birth narratives fit this pattern, meaning they were meant to be understood historically—not as myth.We discuss:Why modern scholarship often sidelines Jesus' birth narrativesHow ancient biographers like Plutarch and Suetonius treated birth storiesWhat this means for reading Matthew 1–2 and Luke 1–2 todayImplications for historical Jesus studies and Christian faithThis conversation will deepen your appreciation for the Gospels and their historical reliability.Youtube - https://youtu.be/3j6SQLa_zCMAudio - https://andymilleriii.com/media/podcastApple - https://podcasts.apple.com/us/podcast/more-to-the-story-with-dr-andy-miller/id1569988895?uo=4Dr. Caleb T. Friedeman (PhD, Wheaton College) is David A. Case Chair of Biblical Studies and Associate Research Professor of New Testament at Ohio Christian University. He is the author of The Revelation of the Messiah and coauthor of Holiness: A Biblical, Historical, and Systematic Theology. His latest work, Gospel Birth Narratives and Historiography, reframes the discussion of Jesus' birth in historical scholarship.Resources & Links:Order Gospel Birth Narratives and Historiography from Baylor University PressConnect with Dr. Caleb Friedeman: calebfriedeman.comIf you are interested in learning more about my two full-length video-accompanied courses, Contender: Going Deeper in the Book of Jude andHeaven and Other Destinations: A Biblical Journey Beyond this World , visit andymilleriii.com/coursesAnd don't forget about my most recent book, Contender, which is available on Amazon! Five Steps to Deeper Teaching and Preaching - Recently, I updated this PDF document and added a 45-minute teaching video with slides, explaining this tool. It's like a mini-course. If you sign up for my list, I will send this free resource to you. Sign up here - www.AndyMillerIII.com or Five Steps to Deeper Teaching and Preaching. Today's episode is brought to you by Wesley Biblical Seminary. Interested in going deeper in your faith? Check out our certificate programs, B.A., M.A.s, M.Div., and D.Min degrees. You will study with world-class faculty and the most racially diverse student body in the country. www.wbs.eduThanks too to Phil Laeger for my podcast music. You can find out about Phil's music at https://www.laeger.net
Scott Kaufman discusses leading The Dividend Kings, and focusing on dividend growth and value investing (0:25). Key metrics for evaluating dividend stocks (5:00). Digging deeper into LyondellBasell, Dow, and Eastman Chemical Company (8:50). Dividend cut implications (11:40). Baby bonds and preferred securities (15:00). Market sentiment and interest rates (19:20).Show Notes:Realty Income: Undervalued, Underappreciated, And UnlovedRegions Financial: 4.31% Yield With Big Dividend GrowthRead Our TranscriptsFor full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Gregory Copley details how the Bondi Beach attackers trained in the Philippines' insurgent areas. While praising Australian intelligence agencies, he blames the Albanese government for encouraging anti-Israel sentiment, arguing this political stance has given license to radical groups and undermined public safety. 1929 PERTHB
Sur cet épisode de Le Sick Podcast, Simon 'Snake' Boisvert, Anthony Martineau et Éric Bélanger se joignent à Tony Marinaro! Learn more about your ad choices. Visit megaphone.fm/adchoices
A rare split is opening inside the Federal Reserve. Sonu Varghese, VP, Global Macro Strategist, and Ryan Detrick, Chief Market Strategist at Carson Wealth, dig into what that tension really means as growth projections move higher and rate cuts keep coming. They break down the widening gap between market expectations and the Fed's own outlook, the mixed signals coming from the latest dot plot, and what dissenting votes reveal about how policymakers are reading inflation and a softening labor market. At the same time, they look to the areas gaining strength, including cyclicals, global markets, commodities and the latest AI rotation, to understand how a divided Fed is shaping positioning as investors look ahead to 2026.Key Takeaways:• The Fed is diverging internally: The dot plots and dissents show widening disagreement on how aggressively to cut• Markets are pricing a different path: Traders expect more easing than the Fed, especially beyond 2026• Growth projections are rising: The Fed now sees stronger 2025–2026 GDP despite ongoing cuts• Labor-market signals are weakening: Falling quits and slowing hiring increase pressure on policymakers• Cyclical strength continues: Industrials, materials, and developed international markets are pushing the rally forwardJump to:0:00 - Cold Open, Holidays, And Setup2:45 - AI Leadership Rotates And Market Breadth8:50 - Cyclicals Lead, Global Rally Builds14:40 - Europe, Developed Markets, And Industrials20:55 - IPOs, Sentiment, And Bull Market Signals27:00 - The Fed Cuts: Dots, Dissent, And Markets35:20 -Neutral Rate, Long-Run Inflation, And 202641:50 - Press Conference Takeaways And Labor Risks48:10 - Gold Breakout And Commodities Pulse53:30 - Labor Market: JOLTS, Quits, And WagesConnect with Ryan:• LinkedIn: https://www.linkedin.com/in/ryandetrick/• X: https://x.com/RyanDetrickConnect with Sonu:• LinkedIn: https://www.linkedin.com/in/sonu-varghese-phd/• X: https://x.com/sonusvarghese?lang=enQuestions about the show? We'd love to hear from you! factsvsfeelings@carsongroup.com
Our Chief Fixed Income Strategist Vishy Tirupattur responds to some of the feedback from clients on Morgan Stanley's 2026 global outlooks.Read more insights from Morgan Stanley.----- Transcript -----Vishy Tirupattur: Welcome to Thoughts on the Market. I am Vishy Tirupattur, Morgan Stanley's Chief Fixed Income Strategist. Today, I consider the pushback we've received on our 2026 outlooks – distilling the themes that drew the most debate and our responses to the debates. It's Tuesday, Dec 16th at 3:30pm in New York. It's been a few weeks [since] we published our 2026 outlooks for the global economy and markets. We've had lots of wide-ranging conversations, much dialogue and debate with our clients across the globe on the key themes that we laid out in our outlook. Feedback has ranged from strong alignment to pointed disagreement, with many nuanced views in between. We welcome this dialogue, especially the pushback, as it forces us to re-examine our assumptions and refine our thinking. Our constructive stance on AI and data center-related CapEx, along with the pivotal role we see for the credit market channels, drew notable scrutiny. Our 2026 CapEx projections was anchored by a strong conviction – that demand for compute will far outstrip the supply over the next several years. We remain confident that credit markets across unsecured, structured, and securitized instruments in both public and private domains will be central to the financing of the next wave of AI-driven investments. The crucial point here is that we think this spending will be relatively insensitive to the macro conditions, i.e., the level of interest rates and economic growth. Regarding the level of AI investment, we received a bit of pushback on our economics forecast: Why don't we forecast even more growth from AI CapEx? From our perspective, that is going to be a multi-year process, so the growth implications also extend over time. Our U.S. credit strategists' forecast for IG bond supply – $2.25 trillion in gross issuance; that's up 25 percent year-over-year, or $1 trillion in net issuance; that's 60 percent year-over-year – garnered significant attention. There was some pushback to the volume of the issuance we project. As CapEx growth outpaces revenue and pressures free cash flow, credit becomes a key financing bridge. Importantly, AI is not the sole driver of the surge that we forecast. A pick-up in M&A activity and the resulting increase in acquisition-driven IG supply also will play a key role, in our view. We also received pushback on our expectation for modest widening in credit spreads, roughly 15 basis points in investment grade, which we still think will remain near the low end of the historical ranges despite this massive surge in supply. Some clients argued for more widening, but we note that the bulk of the AI-related issuance will come from high-quality – you know AAA-AA rated issuers – which are currently underrepresented in credit markets relative to their equity market weight. Additionally, continued policy easing – two more rate cuts – modest economic re-acceleration, and persistent demand from yield-focused buyers should help to anchor the spreads. Our macro strategists' framing of 2026 as a transition year for global rates – from synchronized tightening to asynchronous normalization as central banks approach equilibrium – was broadly well received, as was their call for government bond yields to remain broadly range-bound. However, their view that markets will price in a dovish tilt to Fed policy sparked considerable debate. While there was broad agreement on the outlook for yield curve steepening, the nature of that steepening – bull steepening or bear steepening – remained a point of contention. Outside the U.S., the biggest pushback was to the call on the ECB cutting rates two more times in 2026. Our economists disagreed with President Lagarde – that the disinflationary process has ended. Even with moderate continued euro area growth on German fiscal expansion, but consolidation elsewhere, we still see an output gap that will eventually lead inflation to undershoot the ECB's 2 percent target. We also engaged in lively dialogue and debate on China. The key debate here comes down to a micro versus macro story. Put differently, the market is not the economy and the economy is not the market. Sentiment on investments in China has turned around this year, and our strategists are on board with that view. However, from an economics point of view, we see deflation continuing and fiscal policy from Beijing as a bit too modest to spark near-term reflation. Thanks for listening. If you enjoy the show, please leave us a review wherever you listen and share Thoughts on the Market with a friend or colleague today.
Today we look at another weak session for the US equity market, especially for many AI-related names, although Tesla had a banner day on hopes that its Robo-taxis are set to go driverless. We do some of the maths on robo-taxis to show why market hopes are so high - but also why the company must deliver them on a staggering scale to justify Tesla's share price. Thoughts on macro and FX ahead of key central bank meetings later this week and much more also on today's pod, which is hosted by Saxo Global Head of Macro Strategy John J. Hardy. Links discussed on the podcast and our Chart of the Day can be found on the John J. Hardy substack (within one to three hours from the time of the podcast release). 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 and outro 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.
Michael Green, Chief Strategist and Portfolio Manager for Simplify Asset Management, joins Julia La Roche on episode 318 to break down his viral three-part series on America's real poverty line, revealing why families making $100,000-$140,000 are trapped in what he calls the "valley of death" - where government benefits are withdrawn before cash earnings can replace them. He explains how childcare costs, benefit cliffs, and tax code changes since the 1950s have made the American Dream nearly impossible for young families, why economists reacted so negatively to his work, and how the official poverty line ($31,200) is completely disconnected from reality. Green also discusses the implications for markets, predicting a 1929-style crash from passive investing flows, and shares what gives him hope: human potential and the power of free people over slaves.This episode is brought to you by VanEck. Learn more about the VanEck Rare Earth and Strategic Metals ETF: http://vaneck.com/REMXJuliaLinks:Follow Mike on X: https://twitter.com/profplum99Read Mike's Substack: https://www.yesigiveafig.com/Visit Simplify: https://www.simplify.us/Timestamps00:00 Intro and welcome Mike Green01:00 Genesis of the viral poverty line series and why the American Dream is breaking down05:25 The Valley of Death and the benefit cliffs 06:21 The working poor 07:50 Childcare 09:10 $100,000 used to mean something different12:10 The precarity line13:10 How we got here: tax code changes and the gaslighting about taxes and the 1%16:30 What's the solution?18:01 Implications of fixing the problem21:40 Why economists reacted so viscerally24:18 Sentiment analysis 26:35 Revealing what academics have been missing28:34 The affordability crisis vs inflation debate31:35 We need a different framework for poverty32:47 Where this is headed if nothing changes34:45 Political implications 39:09 What Mike plans to do about it40:35 Markets and passive investing momentum46:41 Wrap up and where to find Mike Green
Steve Cress, our Head of Quant, reviews the investing year that was (1:20). Past returns of Steve's previous stock picks (11:50). Reviewing his top 10 stocks for 2025, which returned 45.6% vs S&P 500's 17.6% (14:50). This is an excerpt from a recent webinar, Top 10 Stocks For 2025 -- Recap & Results.Show Notes:Steven Cress' Top 2025 StocksRegister for Top Stocks 2026Episode TranscriptsFor full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
As the year winds down, we wrap up our final investor sentiment survey which shows that we are as optimistic as we've been in months even though we are worried about inflation and a stock market bubble. We take a deep dive into retail investors' portfolios, and then look ahead into 2026 with Michael Arone of State Street Capital Management. Plus, why Charles Dow would be particularly happy about this current rally, and what one of his 110-year old theories teaches us about the health of this bull market. Learn more about your ad choices. Visit podcastchoices.com/adchoices
This discussion analyzes the evolving landscape of semiconductor networking and custom silicon, anchored by recent updates from Marvell and Broadcom. Ben and Jay review Marvell's Industry Analyst Day, noting the company's strategic pivot toward networking and optical interconnects over pure custom logic. They debate the technical and timeline challenges of shifting AI clusters from copper to optical (fiber) cabling, contrasting Google's proprietary all-optical approach with the broader merchant market. The conversation then moves to Broadcom's recent earnings, dissecting the market's negative reaction to CEO Hawk Tan's low-energy performance, the looming competitive threat of MediaTek at Google, and the complexities of modeling AI revenue. Finally, they close with a year-end review of AI stock performance, highlighting growing capital sensitivity and skepticism regarding the sustainability of current AI infrastructure spending.
(0:00) Tucker joins the besties! (4:11) Paramount vs Netflix: bidding war over Warner Bros Discovery (25:40) What's behind the rise of Nick Fuentes and America First? (49:13) Understanding the Anti-AI sentiment (1:21:52) Tucker in 20: Venezuela, Midterm issues, fall of Europe, Qatar, Charlie Kirk investigation, leaving NATO, supporting Israel Follow Tucker: https://x.com/TuckerCarlson Check out Battalion Metals: https://battalionmetals.com Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect Referenced in the show: https://x.com/chamath/status/1999139689173749835 https://www.vulture.co/article/netflix-vs-paramount-ownership-warner-bros-discovery.html https://polymarket.com/event/who-will-close-warner-bros-acquisition?tid=1765487045602 https://www.realityslaststand.com/p/the-manufactured-rise-of-nick-fuentes https://x.com/DavidSacks/status/1997843165102100528 https://fred.stlouisfed.org/series/LNS14024887 https://www.wsj.com/business/data-centers-are-a-gold-rush-for-construction-workers-6e3c5ce0
NATO's Viability and Europe's Demographic Shifts: Colleague Blaine Holt questions NATO's viability through 2050, citing rising US sentiment to withdraw and Europe's demographic shifts due to mass migration, warning that diverging values and economic instability could lead to civil unrest or new geopolitical alignments between Russia, China, and the US. 1922
This episode of Crypto Town Hall dives deep into macroeconomic trends impacting Bitcoin and the broader crypto market, with a focus on Fed policy, market sentiment, the flow of capital into precious metals, and the ongoing debate over utility versus store of value within blockchain assets. The hosts and their panel explore how shifts in market psychology, recent moves in gold and silver, and upcoming regulatory policies are shaping the future landscape for both crypto and traditional assets. Participants weigh in on whether Bitcoin's perceived volatility and potential for utility can match its narrative against gold, discuss the role of memecoins and network effects, and highlight the challenges regulatory uncertainty poses for smaller crypto firms.
Before I went on my current podcast guesting hiatus, I sat down with Howie Chan. I met Howie in person earlier this year at Matt McGarry's Newsletter Marketing Summit. I thought he was fun, friendly, and thoughtful — just like he is in his podcast, Influence Anyone. This podcast is all about applied influence psychology. Each episode, Howie sit downs with experts and practitioners to uncover the hidden psychology that helps you influence yourself (mastering your mindset, habits, and decisions) and get buy-in from others (your team, clients, and audiences.) In this episode, we talk about my recent topic of study: trust. We break down what I'm learning about how trust works, what it looks like to build a trust-first creator business, and why some creators frankly don't care about that. We also talk about personal branding — Howie dug up a cringe video I made in 2012 — and what I'd do if I were starting over in 2026. Subscribe to Influence Anyone Full transcript and show notes *** TIMESTAMPS (00:00) Trust, Branding, and Starting Over (05:39) Sentiment and Expectations Scatterplot (12:01) Declining Trust in Modern Society (19:49) Key Traits of Trustworthiness (24:08) Building Trust Through Consistency (27:37) Trust Over Manipulation (35:18) Think Big, Stay Persistent (40:58) Understand Your Audience Through Interviews (43:37) Understanding Buyer Hesitation (51:06) Pushing for Growth and Goals (55:30) Building Trust to Expand Business (01:00:05) Creating Your Own Path *** ASK CREATOR SCIENCE → Submit your question here *** WHEN YOU'RE READY
A new record for China's trade surplus with the United States even after Trump's tariff war. This as major warning signs are flashing over the economy. Learn more about your ad choices. Visit podcastchoices.com/adchoices
In this week's episode of China Insider, Miles Yu reviews the new 2025 National Security Strategy document released by the White House, highlighting key elements involving the shifted focus to Indo-Pacific defense initiatives with attention to China and Taiwan. Next, Miles covers China's latest episode of anti-Japanese sentiment during a cultural festival in Shanghai, and how this rising xenophobic trend has backfired for the Chinese Communist Party. Finally, Miles responds to the Chinese Communist Party's attempt to discredit his own published statements on Beijing's goal for the reunification of Taiwan with the mainland, and unpacks the larger implications of the CCP's focus on narrative dominance in cross-strait dialogue. China Insider is a weekly podcast project from Hudson Institute's China Center, hosted by China Center Director and Senior Fellow, Dr. Miles Yu, who provides weekly news that mainstream American outlets often miss, as well as in-depth commentary and analysis on the China challenge and the free world's future.
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Hillary Clinton predictably blames TikTok for young people's skepticism of Israel. Then: MAGA influencers take over the Pentagon press briefing room. Finally: Who should win the highly anticipated "Antisemite of the Year" contest? ------------------------------- Watch full episodes on Rumble, streamed LIVE 7pm ET. Become part of our Locals community Follow System Update: Twitter Instagram TikTok Facebook
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