Podcasts about Sentiment

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Best podcasts about Sentiment

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Latest podcast episodes about Sentiment

Real Wealth Show: Real Estate Investing Podcast
2026 Housing Market Outlook With Rick Sharga: Investor Sentiment, Prices & Rates

Real Wealth Show: Real Estate Investing Podcast

Play Episode Listen Later Jan 8, 2026 35:16


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.

Excess Returns
Long-Term Uptrend. Short-Term Warning Signs | Katie Stockton on What the Charts Say About 2026

Excess Returns

Play Episode Listen Later Jan 8, 2026 62:22


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

FactSet U.S. Daily Market Preview
Financial Market Preview - Wednesday 7-Jan

FactSet U.S. Daily Market Preview

Play Episode Listen Later Jan 7, 2026 6:16


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

Facts vs Feelings with Ryan Detrick & Sonu Varghese

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

Parlons-Nous
Timidité : Lucie exprime des difficultés relationnelles et un sentiment de déception dans ses amitiés

Parlons-Nous

Play Episode Listen Later Jan 5, 2026 26:05


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.

Rothen s'enflamme
Steve Savidan sur l'OM : "On a le sentiment que les joueurs sont perdus" – 05/01

Rothen s'enflamme

Play Episode Listen Later Jan 5, 2026 2:38


Le sujet fort de l'actualité foot du jour vu par Jérôme Rothen et la Dream Team.

The Cook & Joe Show
Vibe check - Assessing the fan sentiment before Steelers-Ravens

The Cook & Joe Show

Play Episode Listen Later Jan 2, 2026 15:09


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!

The Cook & Joe Show
10AM - Win or go home excitement for the Steelers final showdown vs. the Ravens; Vibe check - Assessing the fan sentiment

The Cook & Joe Show

Play Episode Listen Later Jan 2, 2026 56:53


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.

Facts vs Feelings with Ryan Detrick & Sonu Varghese
Geeking Out On Charts with Chris Kimble and Scott Brown (Ep. 168)

Facts vs Feelings with Ryan Detrick & Sonu Varghese

Play Episode Listen Later Dec 31, 2025 46:15


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

Der Podcast für junge Anleger jeden Alters
Silvesterparty Wiener Börse feat. Wolfgang Matejka & Gunter Deuber: Wer den Wiener Markt 2025 wachgeküsst hat (und sehr viel mehr)

Der Podcast für junge Anleger jeden Alters

Play Episode Listen Later Dec 31, 2025 68:34


Wed, 31 Dec 2025 21:51:00 +0000 https://jungeanleger.podigee.io/2870-silvesterfolge-wiener-borse-party-feat-wolfgang-matejka-gunter-deuber-wer-die-wiener-borse-2025-wachgekusst-hat-und-sehr-viel-mehr 34f7e0aaeed31ae49f5289ab8ea7ca1b Es hat Tradition, dass zu Silvester Wolfgang Matejka und Gunter Deuber zu Gast sind. Vor einem Jahr für die Silvesterfolge 2024/25 rangen wir Jim Rogers die Ansage ab, dass irgendwann wieder Irgendjemand kommen würde, der die Wiener Börse wachküsst. Und dieser Irgendjemand war schon 2025 da. Aber wer war es? Und weitere Fragen an die beiden: Wie blickt ihr auf das Kapitalmarkt- und ATX-Jahr 2025 zurück? Was waren für euch die größten Überraschungen am heimischen Kapitalmarkt? Wie blickt ihr auf den Wirtschaftsstandort Österreich aktuell, seht ihr Entwicklungen in die richtige Richtung, was erwartet ihr euch für die kommenden Jahre? Wie blickt ihr auf das Kapitalmarktjahr 2026? Was traut ihr dem ATX 2026 zu? Welche Branchen oder Titel habt ihr im Fokus? Und zum Schluss rufen wir noch Robert Gillinger an. Etwas mehr als eine Stunde Content re-live über den Jahreswechsel oder jederzeit später. Silvesterfolge 2024/25: https://audio-cd.at/page/playlist/7555 mit Titel "Prost auf ein Sentiment, das so schlecht ist, dass es schon wieder gut ist und der Vollkoffer des Jahres" Bewertungen bei Apple (oder auch Spotify) machen mir Freude: http://www.audio-cd.at/spotify , http://www.audio-cd.at/apple .   Du möchtest deine Werbung in diesem und vielen anderen Podcasts schalten? Kein Problem!Für deinen Zugang zu zielgerichteter Podcast-Werbung, klicke hier.Audiomarktplatz.de - Geschichten, die bleiben - überall und jederzeit! 2870 full no Christian Drastil Comm. (Agentur für Investor Relations und Podcasts)

Yes, I Do ! - le podcast qui t'emporte au coeur des histoires d'amour
devenir THAT WOMAN ✨ 8 conseils pour glow up en 2026

Yes, I Do ! - le podcast qui t'emporte au coeur des histoires d'amour

Play Episode Listen Later Dec 31, 2025 22:48


Et si 2026 n'était pas l'année où tu essaies de devenir quelqu'un d'autre, mais celle où tu décides enfin de te choisir et d'être toi ?Dans cet épisode, je te partage un bilan sincère de 2025, avec mes prises de conscience, mes désillusions, mes erreurs et tout ce qu'elles m'ont appris.On parle de cette image idéalisée de la that girl que l'on voit partout, de la pression à être parfaite, productive, alignée en permanence, et de ce que signifie vraiment devenir une femme ancrée, inspirante et alignée, loin des tendances et des injonctions.Je partage aussi des fragments de mon vécu, notamment autour de la recherche de stabilité, des choix de vie, des remises en question profondes. Cet épisode c'est une étape de plus vers une vie toujours plus épanouie et alignée. Si tu as envie d'améliorer ta vie en 2026 et devenir cette femme que tu admires, cet épisode est fait pour toi

Vertical Research Advisory
VRA Podcast: Silver Breakout, Housing Boom, and Bullish Sentiment: VRA's Outlook for 2026 - Kip Herriage - December 30, 2025

Vertical Research Advisory

Play Episode Listen Later Dec 30, 2025 33:44


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.

The KE Report
Erik Wetterling – Sentiment Shifts In Volatile Precious Metals Markets, And Why Junior PM Stocks Should Rerate Higher In 2026

The KE Report

Play Episode Listen Later Dec 30, 2025 23:08


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.  

On marche sur la tête
L'Alyah en hausse de 45% en 2025 : «Je pense qu'être en Israël est un sentiment de sécurité» estime Robert Ejnes

On marche sur la tête

Play Episode Listen Later Dec 30, 2025 8:43


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.

The John Batchelor Show
S8 Ep255: 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 hi

The John Batchelor Show

Play Episode Listen Later Dec 28, 2025 15:12


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

Jungunternehmer Podcast
Ingredient – So rankst du in ChatGPT: Die neuen SEO-Regeln für KI – mit Marius Meiners, peec.ai

Jungunternehmer Podcast

Play Episode Listen Later Dec 28, 2025 17:41


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/ 

The Vancouver Life Real Estate Podcast
The Population Collapse That's Breaking Canada's Housing Market

The Vancouver Life Real Estate Podcast

Play Episode Listen Later Dec 27, 2025 22:48


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:

Onramp Media
2025 Recap w/ Matt Odell: Gold's Run, DAT Reckoning, Quantum FUD + 2026 Predictions

Onramp Media

Play Episode Listen Later Dec 26, 2025 89:51


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.---

Facts vs Feelings with Ryan Detrick & Sonu Varghese
Wrapping Up 2025 with Art Hogan, the Boston GOAT (Ep. 167)

Facts vs Feelings with Ryan Detrick & Sonu Varghese

Play Episode Listen Later Dec 24, 2025 48:03


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 Podcast
Pittsburgh Steelers in the Grey Area - Detroit Lions Podcast

The Detroit Lions Podcast

Play Episode Listen Later Dec 23, 2025 27:20


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

DS Vandaag
Karels kijk | Hitsen de media te veel het populaire sentiment op?

DS Vandaag

Play Episode Listen Later Dec 22, 2025 39:04


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.

Search with Candour
The truth about digital PR: Sentiment is more important than links

Search with Candour

Play Episode Listen Later Dec 22, 2025 61:24


Jack Chambers-Ward is joined by Abi Bennetts to discuss the evolution of digital PR, the importance of brand building, and the impact of AI and LLMs on the PR landscape.Together, they explore strategies for creating authentic, relevant content and the significance of measuring brand sentiment and awareness. Abi also shares insights on how startups can leverage digital PR effectively and predicts the integration of digital and traditional PR in the future.Follow AbiWebsite: https://www.launchpr.co.uk/LinkedIn: https://www.linkedin.com/in/abibennetts710/00:00 Why brand is the future of digital PR01:09 Introduction05:34 Welcome Abi Bennetts07:31 The Evolution of Digital PR and Brand Strategy10:05 The Role of AI and Authenticity in Digital PR12:36 Combining Traditional and Digital PR Tactics19:06 The Impact of Brand Sentiment and Trust33:04 Utilising Experts for Authentic Brand Building34:22 Balancing Virality and Planned Campaigns35:36 Holistic Approach to Digital PR36:18 SEO Integration in PR Strategies37:15 Defining Brand Identity and Messaging40:20 Advice for Digital PR Beginners47:25 Measuring Success in Digital PR53:16 Future of Digital PR and AI56:30 Final Thoughts and Recommendations

More to the Story with Andy Miller III
Gospel Birth Narratives: History or Sentiment? with Dr. Caleb Friedeman

More to the Story with Andy Miller III

Play Episode Listen Later Dec 18, 2025 81:16


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

Investing Experts
Unlocking dividend growth with The Dividend Kings

Investing Experts

Play Episode Listen Later Dec 18, 2025 31:32


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

Elevate: The Official Podcast of Elite Agent Magazine
Ben White: Is AI a Threat or Opportunity for PMs?

Elevate: The Official Podcast of Elite Agent Magazine

Play Episode Listen Later Dec 18, 2025


Ben White, CEO of Ailo, tackles the biggest question facing property managers today: Is AI a threat to your business or the key to future growth? While agencies split between going all-in and waiting on the sidelines, Ben reveals why AI success isn't about technology at all – it's about understanding how you create value for customers. Key takeaways from this conversation: • Why AI is fundamentally a culture problem, not a tech problem • The two questions that determine whether AI threatens or transforms your property management business • Live demonstration of "vibe coding”, an ROI calculator using just English prompts • Research showing AI actually increases workplace enthusiasm and excitement Chapters 00:00:46 Introduction: AI as Threat or Opportunity for Property Management? 00:03:14 The Cultural Problem: Why Understanding Value Creation Matters 00:05:38 The Four Quadrants: Where Do You Stand on AI and Property Management? 00:08:56 Why Optimism is a Precondition to Seeing the Future 00:09:42 Beyond Rent Collection: Rethinking the Property Management Business Model 00:12:52 From Inspections to Risk Management: Expanding the PM Value Proposition 00:15:28 The Solar Opportunity and Other Adjacent Services 00:19:30 Why AI Won't Replace Property Managers: The Complexity Advantage 00:29:42 Live Vibe Coding: Building a Solar ROI Calculator in Real-Time 00:33:34 The Self-Managed Landlord Opportunity: The Bad Breakup Strategy 00:34:51 AI Features Coming to Allo: Context, Sentiment, and Automated Scheduling 00:36:30 The Future Interaction Model: No Searching, No Forgetting, Just Decisions 00:37:29 Final Wisdom: Optimism as the Precondition to Seeing the Future Discover more resources for ambitious agents at eliteagent.com.au.

The John Batchelor Show
S8 Ep201: 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 s

The John Batchelor Show

Play Episode Listen Later Dec 17, 2025 12:09


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

The Sick Podcast with Tony Marinaro
Où Est Passé Le Sentiment D'Urgence? | Le Sick Podcast Avec Tony Marinaro 17 Déc 2025

The Sick Podcast with Tony Marinaro

Play Episode Listen Later Dec 17, 2025 147:37


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

Facts vs Feelings with Ryan Detrick & Sonu Varghese
The Fed Comes Bearing Gifts (Ep. 166)

Facts vs Feelings with Ryan Detrick & Sonu Varghese

Play Episode Listen Later Dec 17, 2025 55:34


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

Thoughts on the Market
Where Investors Agree—or Don't—With Our 2026 Outlook

Thoughts on the Market

Play Episode Listen Later Dec 16, 2025 5:07


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.

Saxo Market Call
Sliding risk sentiment, but not for optimistic Tesla robo-taxi hopes

Saxo Market Call

Play Episode Listen Later Dec 16, 2025 20:06


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.

The Julia La Roche Show
#318 Mike Green: Why $100,000 Is The New Poverty Line In America

The Julia La Roche Show

Play Episode Listen Later Dec 16, 2025 49:25


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

Investing Experts
Steven Cress reviews his top 10 stocks for 2025

Investing Experts

Play Episode Listen Later Dec 16, 2025 40:11


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

TradingLife Podcast with Brad Jelinek
Building a Stock Sentiment Tracker: Pivoting from Seeking Alpha to Reddit

TradingLife Podcast with Brad Jelinek

Play Episode Listen Later Dec 16, 2025 1:49


I've been working on a new project this week using the "Yutori Navigator" API. The original plan was to scrape Seeking Alpha articles for comment volume and upvotes to catch market sentiment, but I realized they guard their data too closely, so I switched to Reddit. I'm having much better luck there and have already found some interesting sentiment trends on stocks like Duolingo and PayPal. I'm also tracking a theory that "silence"—when the chatter suddenly stops after a big price move—might actually be a powerful turning point signal. I'm going to keep refining this to see if I can build a solid automated tracker.

THE ABUSE HOUR
EP144 - ANTI-COFFEE SENTIMENT

THE ABUSE HOUR

Play Episode Listen Later Dec 16, 2025 73:49


A few thoughts on recent goings-on, the Bondi Beach shooting, Google Trend-confusion, and a look at the general direction of the movement and the need for general OpSec and all-purpose suspicion.More Nick-bashing followed by a few more thoughts on breaking contact in not-worst-case situations.open.spotify.com/show/3LUIIaiw95X2sAbRJDK3oByoutube.com/@abusehourt.me/THEABUSEHOURtiktok.com/@coffee.long33buymeacoffee.com/COFFEELONGLeave your HOT TAKE on the ABUSE HOUR HOTLINE:(833)-BASED14 || (833)227-3314

The Investopedia Express with Caleb Silver
Diving Deep into Investor Sentiment

The Investopedia Express with Caleb Silver

Play Episode Listen Later Dec 15, 2025 39:53


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

The Circuit
EP 145: Marvell Analyst Day, Broadcom Earnings, AI Trade Sentiment

The Circuit

Play Episode Listen Later Dec 15, 2025 42:44


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.

CNBC Business News Update
Markets Midday: Brief Opening Stock Rally Fades, Home Builder Sentiment Edges Higher, Tesla Shares Rally On Latest Robotaxi Testing 12-15-2025

CNBC Business News Update

Play Episode Listen Later Dec 15, 2025 1:41


The latest in business, financial, and markets news and how it impacts your money, reported by CNBC's Peter Schacknow Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

All-In with Chamath, Jason, Sacks & Friedberg
Tucker Carlson: Rise of Nick Fuentes, Paramount vs. Netflix, Anti-AI Sentiment, Hottest Takes

All-In with Chamath, Jason, Sacks & Friedberg

Play Episode Listen Later Dec 13, 2025 98:31


(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

KJZZ's The Show: Friday Newscap
Is anti-Trump sentiment enough to flip Arizona Legislature?

KJZZ's The Show: Friday Newscap

Play Episode Listen Later Dec 12, 2025 22:26


Doug Cole of HighGround and Democratic strategist Tony Cani joined The Show to talk about lawsuit challenging the number of signatures independent candidates need to collect to make the ballot, a renewed national effort to flip the state Legislature and more.

The John Batchelor Show
S8 Ep185: 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

The John Batchelor Show

Play Episode Listen Later Dec 11, 2025 4:29


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

The Wolf Of All Streets
Bitcoin Shaky On Mixed Fed Sentiment #CryptoTownHall

The Wolf Of All Streets

Play Episode Listen Later Dec 11, 2025 49:10


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.

Emotional Balance Sheet with Paul Fenner
Navigating Positive and Negative Sentiment in Financial Planning and Family Life

Emotional Balance Sheet with Paul Fenner

Play Episode Listen Later Dec 11, 2025 37:28


Are you keeping score in your relationships with your spouse, kids, or friends? I welcome back our resident therapist expert, Dr. Jennifer Dragonette, for an eye-opening conversation about the ways our perspectives can shape every aspect of our relationships—at home and beyond. Dr. Jen introduces us to the idea of "positive vs. negative sentiment override." It's all about how we subconsciously gather evidence to support the story we're telling ourselves about our partner, our kids, or even our coworkers, and how that can tip our emotional balance, for better or worse. We dig in and make some interesting connections to my world of financial planning, comparing these emotional patterns to the affirmation bias investors often face. There are many parallels between managing money and managing emotions, particularly in breaking old habits, letting go of scorekeeping, and learning to see the positive in the people we care about. If you're a parent struggling with expectations, a partner trying to reconnect, or just someone looking for more balance, I think you'll find this episode both relatable and practical. Please enjoy my conversation with Dr. Jennifer Dragonette. Connect with Paul Contact Paul here or schedule a time to meet with Paul here. For resources discussed in this episode, visit tammacapital.com/podcast. Follow Paul on LinkedIn and YouTube. And feel free to email Paul at pfenner@tammacapital.com with any feedback, questions, or ideas for future guests and topics. Resources Featured in This Episode: Building Bridges in Relationships: The Impact of 'Yes And' on Understanding Breaking the Habit of "Make Sure-ing": How Letting Go Builds Trust and Confidence Learning How to Use Time as a Resource

The Real Investment Show Podcast
12-11-25 Bifurcated Fed Cuts Rates: What's Next?

The Real Investment Show Podcast

Play Episode Listen Later Dec 11, 2025 46:44


The Federal Reserve cut rates by a quarter point Wednesday, but the real story is the division behind the decision. For the first time since 2021, three Fed governors dissented--an uncommon break in policy unity that raises new questions about inflation progress, economic risk, and the path of monetary policy into 2026. Lance Roberts & Michael Lebowitz explain why the Fed cut now, what the dissent signals, and how a split vote may affect market volatility, yields, and expectations for future rate moves. We also look at how past dissent has aligned with turning points in policy cycles and what this could mean for portfolios as financial conditions continue to ease. Use the chapter markers below to jump to any topic. 0:00 - INTRO 0:19 - The Fed Giveth, Oracle Taketh Away 6:53 - Volatility on the Rise 11:25 - Adding Ultra for Mrs. Roberts 14:16 - Surprises from the Fed? 18:15 - Fed Statement Analysis (chart) 20:12 - Betting on Kevin Hassett 22:08 - QE or Not QE? 26:30 - Valuations are a Function of Sentiment 29:48 - When Will Markets Crash? 32:32 - The Break Between Value & Growth 35:32 - ETF Issueance & High Risk Offerings 38:52 - What Happens When Gold and Stocks Rise 41:12 - What is Your Goal for Your Portfolio? 42:52 - Coming Attractions Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Portfolio Manger, Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer ------- Watch Today's Full Video on our YouTube Channel: https://www.youtube.com/watch?v=bT1azosP1yk&list=PLVT8LcWPeAuhi47sn298HrsWYwmg8MV7d&index=1 ------- The latest installment of our new feature, Before the Bell, "Volatility After the Fed," is here: https://youtu.be/gnorFZc1qM8 ------- Articles Mentioned in Today's Show: "Bullish Case Or Bearish Backdrop" https://realinvestmentadvice.com/resources/blog/bullish-case-or-bearish-backdrop/ -------- REGISTER for our 2026 Economic Summit, "The Future of Digital Assets, Artificial Intelligence, and Investing:" https://www.eventbrite.com/e/2026-ria-economic-summit-tickets-1765951641899?aff=oddtdtcreator ------- Watch our previous show, "Live-chat Q&A Show" here: https://bit.ly/3KQlkIK -------- Get more info & commentary: https://realinvestm entadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #StockMarket #FederalReserve #InterestRates #MarketVolatility #NASDAQ #FederalReserve #InterestRates #FOMC #MarketOutlook #InvestingStrategy

Market Insights
Market Insights: Tech Leadership, Sentiment Signals, and the Quant Edge

Market Insights

Play Episode Listen Later Dec 11, 2025 19:26


Creative Elements
#285: Personal branding, building trust, and why most creators fail | Influence Anyone

Creative Elements

Play Episode Listen Later Dec 9, 2025 63:36


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

Erin Burnett OutFront
China Hits $1T Surplus; U.S. Sentiment In The Pits

Erin Burnett OutFront

Play Episode Listen Later Dec 9, 2025 47:38


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

China Insider
China Insider | The New US National Security Strategy, Anti-Japanese Sentiment in Shanghai, CCP Coercion Campaign Against Taiwan

China Insider

Play Episode Listen Later Dec 9, 2025 33:47


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.

The Latino Vote
Latino Pessimism at Record Highs: Dr. Mark Hugo Lopez Reveals Record-Breaking Shifts in Latino Sentiment

The Latino Vote

Play Episode Listen Later Dec 9, 2025 37:29


Mike Madrid sits down with one of the most respected voices in Latino research—Dr. Mark Hugo Lopez, Director of Race and Ethnicity at the Pew Research Center—to unpack a brand-new, blockbuster dataset on Latino attitudes on the second Trump administration and their situation in the country.Pew's October survey of almost 5,000 Latino adults reveals something unprecedented: 65% of Latinos now say the situation for Latinos in the U.S. is worse than a year ago—the highest level of pessimism ever recorded in Pew's history. Dr. Lopez explains how Latino sentiment has shifted dramatically between the 2024 and 2025 elections, with approval ratings, concerns about immigration enforcement, and feelings about economic policies all showing significant changes.Key topics include:Why one-third of Latinos have considered leaving the United States in the past six monthsHow worry about deportation has jumped from 37% to over 52% since FebruaryThe paradox of personal financial optimism amid broader pessimism about Latino progressWhat validated voter data reveals about Latino Trump voters and their evolving viewsThe decline in Latino immigration for the first time in 50 years and what it means for future generationsDr. Lopez brings decades of expertise tracking the political maturation of the Latino electorate through one of America's most profound demographic transformations. He provides essential context for understanding the dramatic electoral swings we've witnessed and what they signal about Latino political identity in an increasingly US-born, intermarried, and established community.-Recorded December 4, 2025.

BiggerPockets Daily
Is Housing Sentiment Trending in the Right Direction?

BiggerPockets Daily

Play Episode Listen Later Dec 4, 2025 9:24


Learn more about your ad choices. Visit megaphone.fm/adchoices

System Update with Glenn Greenwald
Hillary Blames TikTok for Anti-Israel Sentiment; MAGA Sycophants Gain Pentagon Press Access; Who Should Win Anti-Semite of the Year? See the Top 10 Finalists

System Update with Glenn Greenwald

Play Episode Listen Later Dec 3, 2025 83:22


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