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(1) Hitmen Hoops joins J&J and there's sentiment that Penny stays now (2) ALEX SIMMONS FIRED. U of M paying $1-Mill buyout. Likely means Penny stayin
Bitcoin is down 50% from its all-time high. Sentiment is the worst it's been in years. And yet, this might be the most important conversation I've had about where Bitcoin is actually going. Peter Dunworth is a Bitcoin advisor who has been in this space since 2016. He's survived every crash, every bear market, and every time people said Bitcoin was dead. Today he laid out the case for why Bitcoin could see a 10,000x return from current levels — and why the real crisis nobody is talking about makes that not just possible, but necessary. We broke down the collateral crisis hiding underneath the debt problem, what happens when two nation states with money printers start competing for Bitcoin, why the gold and silver blow-off top actually confirms the parabolic thesis, and why this bear market might be the last real buying opportunity before everything changes.
Pourquoi la colère est-elle une forme d'idolâtrie ? Comment comprendre qu'elle révèle des fautes, et entraîne l'erreur et l'oubli ? Comment améliorer le monde ? La colère peut-elle aider à progresser ? Réponse à travers des mots de Guémara et du 'Houmach.
Brady and John open with a light exchange about audio issues, spring weather, and using AI to fill in for John's upcoming absence The hosts reflect on how addictive and productive AI tools have become, comparing the experience to having an always-on intelligent collaborator Bitcoin's recent strength stands out, with the hosts noting that it outperformed gold during a real geopolitical scare while ETF inflows remained strong They discuss whether Bitcoin has already put in a price bottom near $60K, while questioning whether the market now faces a “bear market in time” rather than a deeper price collapse Sentiment indicators like Fear & Greed are highlighted as signs that panic may have peaked, even if confidence takes time to rebuild The episode covers macro tailwinds for Bitcoin, including improving manufacturing PMI, weakening jobs data, persistent inflation pressure, and the structural impossibility of reining in US government spending Strategy's continued Bitcoin accumulation is framed as a major long-term signal, while the discussion around Stretch focuses on how Bitcoin-linked financial products are competing with private credit for investor capital The BlackRock private credit withdrawal limits story is used to contrast the opacity and illiquidity of traditional finance with Bitcoin-native alternatives Brady and John review major financial-system developments including Kraken's Fed access, Morgan Stanley launching its own Bitcoin ETF, Coinbase custody scrutiny, and Elon Musk's X Money rollout They close by arguing that Bitcoin is becoming more deeply embedded in the financial system, even if many of the latest policy wins are benefiting crypto and stablecoins more directly than Bitcoin itself ► For high-net-worth individuals and corporations seeking to build generational wealth with Bitcoin, Swan Private is your guide ✔ https://www.swanbitcoin.com/private?utm_campaign=private&utm_medium=sponsorship&utm_source=podcast&utm_content=swan_signal_live ► Secure your bright orange future with the Swan IRA today! Real Bitcoin, no taxes ✔ https://www.swanbitcoin.com/ira?utm_campaign=ira&utm_medium=sponsorship&utm_source=podcast&utm_content=swan_signal_live ► Secure your Bitcoin with Swan Vault ✔ https://www.swanbitcoin.com/vault?utm_campaign=vault&utm_medium=sponsorship&utm_source=podcast&utm_content=swan_signal_live ► Download the all-new Swan Bitcoin App ✔ https://www.swanbitcoin.com/app?utm_campaign=app&utm_medium=sponsorship&utm_source=podcast&utm_content=swan_signal_live ► Want to learn more about Bitcoin? Check out Welcome To Bitcoin a FREE Introductory course. Learn about Bitcoin in under 1 hour! ✔ https://www.swanbitcoin.com/welcome?utm_campaign=welcome_to_bitcoin&utm_medium=sponsorship&utm_source=podcast&utm_content=swan_signal_live ► Connect with Swan Bitcoin: ✔ Twitter: https://twitter.com/Swan ✔ Instagram: https://instagram.com/SwanBitcoin ✔ LinkedIn: https://linkedin.com/company/swanbitcoin ✔ Threads: https://www.threads.com/@swanbitcoin ✔ Facebook: https://www.facebook.com/SwanBitcoin/ ✔ TikTok: https://www.tiktok.com/@realswanbitcoin
Crypto markets are facing a wave of negative sentiment as macro uncertainty, geopolitical tensions, and regulatory battles weigh on investor confidence. Bitcoin has struggled to maintain momentum as global markets react to rising conflict risks in the Middle East, weakening economic data like the unexpected loss of 92,000 U.S. jobs, and renewed debates in Washington over crypto regulation. At the same time, mixed signals from regulators and traditional finance — including ongoing stablecoin legislation fights, SEC guidance on crypto assets, and continued skepticism from major banking leaders — are adding to market anxiety. With liquidity tightening and risk appetite fading, traders are increasingly asking whether this is simply another shakeout before the next rally or the beginning of a deeper crypto market correction.
This week in agriculture news, we take a look at what's happening around the world — including developments in Iran — and what it could mean for agriculture. We also cover the latest movement on the farm bill and share a conversation focused on preparing for the upcoming growing season. Top agriculture headlines from across the country include ag policy updates surrounding the farm bill, a court decision related to a lawsuit over the deletion of climate-related webpages from USDA sites and headlines tied to the Make America Healthy Again initiative. We also discuss the more than 37,000 applications submitted for the Farmer Bridge Assistance Program, the latest updates on agricultural trade and other industry developments. Additional news includes the newest CME Group/Purdue University Ag Economy Barometer results, offering insight into current farmer sentiment. We also look at a cattle ranch closing tied to the temporary closure of the U.S.–Mexico border due to concerns about New World screwworm, along with other agriculture stories making headlines across the country. Today's featured conversation is with Ron Geis, market development specialist with Corteva Agriscience. As planting season approaches in the coming weeks and months, Geis shares practical tips to help give crops the best possible start and explains how growers can develop an effective weed control plan for the year ahead. Stay connected with us for more agriculture content on Instagram, TikTok, Facebook, and YouTube, along with our weekly videos!
Jérôme Rothen se chauffe contre un autre consultant, un éditorialiste ou un acteur du foot.
In this first episode of Inflection Point, we explore the accelerating convergence between traditional finance and crypto as institutional adoption begins reshaping the foundations of global financial infrastructure. The conversation examines ETFs, DeFi innovation, market structure shifts, institutional flows, and how evolving investor behavior is changing Bitcoin and digital asset markets. Along the way, we discuss regulation, credit markets, technology limitations, and the broader implications of finance moving onchain. Enjoy! — Inflection Point: Apple
In this first episode of Inflection Point, we explore the accelerating convergence between traditional finance and crypto as institutional adoption begins reshaping the foundations of global financial infrastructure. The conversation examines ETFs, DeFi innovation, market structure shifts, institutional flows, and how evolving investor behavior is changing Bitcoin and digital asset markets. Along the way, we discuss regulation, credit markets, technology limitations, and the broader implications of finance moving onchain. Enjoy! — Inflection Point: Apple
STR Investor Sentiment Report 2026: Where Smart Money Is Buying NextWhat are short-term rental investors really thinking right now? In a market defined by higher rates, elevated home prices, and shifting demand, the real story isn't fear — it's selectivity.In this episode of The STR Data Lab, Jamie and Bram unpack AirDNA's first-ever STR Investor Sentiment Survey — a deep dive into the motivations, barriers, and strategies shaping short-term rental investment in 2026. With nearly 650 respondents (from first-time buyers to 10+ property operators), the data reveals a surprisingly resilient investor mindset. Cash flow — not appreciation, not tax advantages — is the dominant motivation. And experienced operators? They're not retreating. They're doubling down.From financing trends and regulatory concerns to where capital is flowing next, this episode breaks down what separates cautious observers from confident buyers. Whether you're looking to scale, buy your first STR, or pressure-test your strategy, this conversation offers a grounded, data-backed look at where the industry is headed.You don't want to miss this one.Key TakeawaysCash flow is king. The primary motivation for new investors isn't flipping or appreciation — it's recurring income and long-term revenue stability.Experience builds confidence. The more properties an investor owns, the more likely they are to buy again in the next 12 months.Regulation becomes real at scale. First-time investors worry about prices. Seasoned operators worry about policy risk and demand durability.Interest rates matter — but they're not the deal-breaker. Sentiment is split, but rate anxiety isn't stopping committed buyers.Location strategy evolves over time. New investors gravitate toward familiar urban and coastal markets. Experienced operators target durable demand drivers like mountain, lake, and national park destinations.AirDNA Investor Sentimenthttps://www.airdna.co/short-term-rental-investor-survey—————Sign up for AirDNA for FREE
In this first episode of Inflection Point, we explore the accelerating convergence between traditional finance and crypto as institutional adoption begins reshaping the foundations of global financial infrastructure. The conversation examines ETFs, DeFi innovation, market structure shifts, institutional flows, and how evolving investor behavior is changing Bitcoin and digital asset markets. Along the way, we discuss regulation, credit markets, technology limitations, and the broader implications of finance moving onchain. Enjoy! — Inflection Point: Apple
In this first episode of Inflection Point, we explore the accelerating convergence between traditional finance and crypto as institutional adoption begins reshaping the foundations of global financial infrastructure. The conversation examines ETFs, DeFi innovation, market structure shifts, institutional flows, and how evolving investor behavior is changing Bitcoin and digital asset markets. Along the way, we discuss regulation, credit markets, technology limitations, and the broader implications of finance moving onchain. Enjoy! — Inflection Point: Apple
In this first episode of Inflection Point, we explore the accelerating convergence between traditional finance and crypto as institutional adoption begins reshaping the foundations of global financial infrastructure. The conversation examines ETFs, DeFi innovation, market structure shifts, institutional flows, and how evolving investor behavior is changing Bitcoin and digital asset markets. Along the way, we discuss regulation, credit markets, technology limitations, and the broader implications of finance moving onchain. Enjoy! — Inflection Point: Apple
Optimism among U.S. CPA decision-makers in February improved when compared with the outlook in November, but overall sentiment remains guarded. That's one conversation topic in the latest Journal of Accountancy podcast episode. In the episode, Ken Witt, CPA, CGMA, associate director–Management Accounting Research & Development for the AICPA and CIMA, break down the sentiment about the domestic economy, the global economy, and respondents' companies. The discussion also touches on top challenges, hiring plans, and recession expectations. What you'll learn from this episode: The increase in own‑company optimism from the previous quarter. The reasons that both optimists and pessimists cite for their views. The "dance" that inflation and domestic economic conditions have done on the survey's list of top challenges. Projected revenue and profit growth in the coming 12 months.
Wie hat dir die Folge gefallen?Gut
In this first episode of Inflection Point, we explore the accelerating convergence between traditional finance and crypto as institutional adoption begins reshaping the foundations of global financial infrastructure. The conversation examines ETFs, DeFi innovation, market structure shifts, institutional flows, and how evolving investor behavior is changing Bitcoin and digital asset markets. Along the way, we discuss regulation, credit markets, technology limitations, and the broader implications of finance moving onchain. Enjoy! — Inflection Point: Apple
Liz Peek reports that Democrats break tradition by opposing the administration during wartime, citing potential anti-Israel sentiment and risks to the upcoming midterms as the conflict with Iran escalates. 2.1840 PERSIA
In this month's Junior Mining Insights discussion, Bill Powers and Brian Leni recap the past month in junior mining with a North American focus after attending Vancouver's Metals Investor Forum and PDAC in Toronto. They evaluate Canadian government initiatives and grants around critical minerals and processing capacity, with Brian expressing skepticism but acknowledging speculative implications when support validates strong projects. Bill shares lessons from high-net-worth investors and explains the three types of junior mining “ghosts” that spook your equities. The duo further discusses investor psychology, volatility management, due diligence, management vision, and caution around the growing trend of bulk sampling. 00:00 Intro 01:06 MIF & PDAC Sentiment 04:00 Canada processing push 05:34 Politics and US ties 08:57 Government signals investing 12:44 PDAC day two crowds 15:41 Bull market and rumors 17:41 Volatility and psychology 20:58 High net worth playbook 26:33 Junior mining ghosts 29:59 Spotting Hidden Power 30:55 Using Ghost Categories 32:08 Macro Marketing Moves 35:16 Conviction Over Speculation 38:31 When Bad Actors Appear 42:41 Bulk Sampling Trend 48:22 Financing Frenzy Signals 52:05 Attributing Price Moves Brian's website: https://www.juniorstockreview.com/ Brian's YT: https://www.youtube.com/@FIELD_NOTES Bill's Twitter: https://x.com/MiningStockEdu Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 Mining Stock Education offers informational content based on available data but it does not constitute investment, tax, or legal advice. It may not be appropriate for all situations or objectives. Readers and listeners should seek professional advice, make independent investigations and assessments before investing. MSE does not guarantee the accuracy or completeness of its content and should not be solely relied upon for investment decisions. MSE and its owner may hold financial interests in the companies discussed and can trade such securities without notice. MSE is biased towards its advertising sponsors which make this platform possible. MSE is not liable for representations, warranties, or omissions in its content. By accessing MSE content, users agree that MSE and its affiliates bear no liability related to the information provided or the investment decisions you make. Full disclaimer: https://www.miningstockeducation.com/disclaimer/
What if being unmistakably human is your biggest competitive advantage in an AI-first world? In this episode, I sat down with Louis Carter, founder of Most Loved Workplace, to talk about why workplace culture is being tested and reshaped faster than ever. Louis shared how “most loved” isn't a slogan, it's a credibility signal grounded in real employee sentiment, and why being unmistakably human is becoming a serious competitive advantage in an AI-driven world. We also unpacked his idea of “inaction fatigue” (when leaders collect feedback but don't act), plus practical ways leaders can embed trust, respect, and emotional connection into the employee and customer experience so the world actually sees what's happening inside the company. Here are the highlights: -Culture as a competitive signal: “Most loved” works when it's validated by real employee sentiment, not just marketing. -Human advantage in an AI-first world: Being unmistakably human is becoming a standout differentiator as automation accelerates. -From feedback to follow-through: “Inaction fatigue” happens when employees share input but never see meaningful change. -The SPARK framework: Collaboration, shared vision, aligned values, respect, and outcomes create emotional connectedness at work. -Embedding love end-to-end: Culture should show up in onboarding, career paths, performance plans, and the customer experience. About the guest: Louis Carter is a globally recognized organizational psychologist, author, speaker, and founder of Most Loved Workplace® and the Best Practice Institute (BPI). He created the Most Loved Workplace® certification and the Love of Workplace Index™, a data-driven methodology used by thousands of companies to build cultures where people feel deeply connected, respected, and engaged. Louis is the author of more than a dozen leadership and management books, including In Great Company: How to Spark Peak Performance by Creating an Emotionally Connected Workplace (McGraw-Hill), and his research has been featured in publications such as Forbes, Fast Company, Inc., and The Wall Street Journal. He has advised CEOs and executive teams from mid-sized firms to Fortune 500 organizations and is ranked among the top organizational culture thinkers in the world. Connect with Louis: Website Business: http://www.mostlovedworkplace.com Personal: http://www.louiscarter.com LinkedIn Page: https://www.linkedin.com/in/louiscarter/ Facebook: https://www.facebook.com/louiscarter.bpi Instagram: https://www.instagram.com/louislcarter/ YouTube Channel: https://www.youtube.com/louiscarterchange X: x.com/louislcarter Books: https://louiscarter.com/leadership-books/ Connect with Allison: Feedspot has named Disruptive CEO Nation as one of the Top 25 CEO Podcasts on the web. LinkedIn: https://www.linkedin.com/in/allisonsummerschicago/ Website: https://www.disruptiveceonation.com/ #CEO #leadership #startup #founder #business #businesspodcast Learn more about your ad choices. Visit megaphone.fm/adchoices
U.S. stocks finished higher, led by a rebound in crowded momentum trades and strength across Big Tech, semiconductors, software, and other growth-linked groups, while energy and several consumer-facing areas lagged. Sentiment held up despite ongoing geopolitical uncertainty as stronger-than-expected ISM services and a better ADP jobs print reinforced the “resilience” narrative heading into a busy end-of-week data slate, including Friday's jobs report and retail sales.
In this episode of the Purdue Commercial AgCast, Joana Colussi and Michael Langemeier break down results from the February 2026 Purdue University–CME Group Ag Economy Barometer. The overall barometer rose modestly to 116, driven by improved current conditions. However, the Index of Future Expectations slipped, reflecting continued caution among producers. Crop producers remain under financial pressure, while livestock producers—especially cattle operations—report stronger optimism. In this episode, we discuss: Why 63% of producers expect bad financial times ahead for crops Continued strength in cattle and livestock sentiment Why nearly 70% say it's a bad time to invest in machinery How producers plan to use Farmer Bridge Assistance Payments Rising importance of trade policy in farm decision-making Farmland value expectations and what they signal for balance sheets Farm growth, consolidation, and generational transition trends What do these shifts in sentiment mean for 2026 decision-making? Listen in for insights and implications for commercial farms. Full Ag Economy Barometer report:
Avec : Jérôme Lavrilleux, propriétaire de gîtes en Dordogne. Frédéric Hermel, journaliste RMC. Et Carine Galli, journaliste. - Accompagnée de Charles Magnien et sa bande, Estelle Denis s'invite à la table des français pour traiter des sujets qui font leur quotidien. Société, conso, actualité, débats, coup de gueule, coups de cœurs… En simultané sur RMC Story.
The Social Hour format loosens things up, and this time Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, are joined by Cullen Roche, founder of Discipline Funds and author of Pragmatic Capitalism and Your Perfect Portfolio.What makes this conversation different is Cullen's dual lens. He thinks like a macro investor, but he builds portfolios like a financial planner. That combination leads to a deeper discussion around matching assets to liabilities, duration, inflation realities, and how advisors should think through long-term construction instead of reacting to headlines.Key Takeaways:• Narrative vs. numbers: Headlines move quickly, but underlying data often tells a steadier story • Sentiment remains dynamic: Investor positioning continues to shift alongside economic signals • Leadership rotation continues: Sector performance reveals subtle changes beneath the surface • Macro themes persist: Growth, inflation, and policy remain central drivers of direction • Perspective matters: Long-term discipline still anchors sound decision-makingCullen Roche is not affiliated with CWM, LLC. Opinions expressed by this individual may not be representative of CWM, LLC.Jump to:0:00 - Live Kickoff And Colin's Books2:50 - First Principles Over Financial Noise6:10 - Origins Of Pragmatic Capitalism And QE11:30 - From Anonymous Blogger To Public Voice13:40 - We're Savers, Not Stock Pickers17:53 - Inflation Jitters And Market Divergences23:30 - Diversification Vs Diversification28:20 - Simplicity, Costs, And Portfolio Design32:40 - Behavioral Bias: You Are The Risk38:00 - Macro Claims And What Doesn't Compute44:00 - AI's Disruptive Decentralization50:10 - Labor, Layoffs, And Data You Can Trust55:20 - Small Caps, International, And FactorsConnect with Ryan:• LinkedIn: https://www.linkedin.com/in/ryandetrick/• X: https://x.com/RyanDetrick Connect with Sonu:• LinkedIn: https://www.linkedin.com/in/sonu-varghese-phd/• X: https://x.com/sonusvarghese?lang=enConnect with Cullen:• LinkedIn: https://www.linkedin.com/in/cullenroche/ • X: https://x.com/cullenroche Questions about the show? We'd love to hear from you! factsvsfeelings@carsongroup.com
Since 2014, the L&D Global Sentiment Survey has been a barometer of what's hot and what's not in the Learning & Development profession, guiding people development professionals towards the trends that their peers are most concerned about. In this episode, Donald H Taylor takes a deep dive into the 2026 report and explores in conversation what we should all be taking note of. Take your L&D to the next level Take advantage of thousands of hours of analysis. Hundreds of conversations with industry innovators and 25+ years of hands-on global L&D leadership. It's all distilled into one framework to help you level up L&D. Access the L&D Maturity Model here - https://360learning.com/maturity-model KEY TAKEAWAYS The strongest route to security and impact for L&D is finding real business problems through your network, then designing simple, targeted interventions that change behaviour and performance—whether or not the answer looks like traditional training. L&D cannot afford to anchor it's worth to content production. If it does it risks being commoditised instead of recognised for solving real business problems. AI is more powerful than we thought, it is helping to deliver truly personalised training. Microlearning may feel like “old news” in some markets, but the survey shows it's still emerging and powerful elsewhere. A reminder that L&D practices move at very different speeds across the world. BEST MOMENTS “The future is going to belong to people who understood early on what worked and what didn't work.” “The wrong turn is to go towards focusing on content.” Donald H Taylor Bio A recognised commentator and thinker in the fields of workplace learning and supporting technologies, Donald is committed to helping develop the learning and development profession. Donald has chaired the Learning Technologies Conference in London since 2000 and writes and speaks world-wide about Learning and Development (L&D). His annual L&D Global Sentiment Survey, started in 2014, provides a unique perspective on L&D trends from over 100 countries. He chairs the Workforce Development board for VC firm Emerge Education, and invests in, and advises, several EdTech start-ups. From 2010 to 2021, he chaired the Learning and Performance Institute. He is the author of Learning Technologies in the Workplace, a graduate of Oxford University and in 2016 was awarded an honorary doctorate by Middlesex University in recognition of his work developing the L&D profession. You can follow and contact Donald via: LinkedIn: https://www.linkedin.com/in/donaldhtaylor/ L&D Global Sentiment Survey 2026: https://donaldhtaylor.co.uk/research_base/global-sentiment-survey-2026/ Website: https://donaldhtaylor.co.uk/ VALUABLE RESOURCES The Learning And Development Podcast - https://podcasts.apple.com/gb/podcast/the-learning-development-podcast/id1466927523 L&D Master Class Series: https://360learning.com/blog/l-and-d-masterclass-home ABOUT THE HOST David James David has been a People Development professional for more than 20 years, most notably as Director of Talent, Learning & OD for The Walt Disney Company across Europe, the Middle East & Africa. As well as being the Chief Learning Officer at 360Learning, David is a prominent writer and speaker on topics around modern and digital L&D. CONTACT METHOD Twitter: https://twitter.com/davidinlearning LinkedIn: https://www.linkedin.com/in/davidjameslinkedin L&D Collective: https://360learning.com/the-l-and-d-collective Blog: https://360learning.com/blog L&D Master Class Series: https://360learning.com/blog/l-and-d-masterclass-home This Podcast has been brought to you by Disruptive Media. https://disruptivemedia.co.uk/
How confident are engineering firm leaders heading into 2026? In this episode of the Engineering Influence Podcast, Jeff Urbanchuk sits down with Joe Bates, Senior Researcher at the ACEC Research Institute, to break down the findings from the newly released Q1 2026 Engineering Business Sentiment Report. This quarterly report captures insights from CEOs and senior executives at ACEC member firms across the country, offering a real-time look at engineering industry outlook, economic confidence, workforce trends, AI adoption, and federal policy impacts. Key Topics Covered:
In this episode, Gerard Scarpaci, Co-Founder of Hairbrained, breaks down the Hairdresser Confidence Index and what the latest data reveals about job satisfaction, confidence, investment behavior, and why so many stylists describe their work with one word: overwhelmed.This conversation goes beyond surface metrics like retail and ticket averages to uncover what's happening below the waterline — and why salon owners who understand the emotional drivers behind performance will build stronger, more stable teams in 2026 and beyond.Follow/subscribe to be the first to know when new episodes are released. Like what you hear? Leave us a review!Key Takeaways:
US and Israel launched a large-scale joint military operation against Iran on Saturday, 28th February; Iranian state television officially confirmed the death of Supreme Leader Ayatollah Ali Khamenei.Iran launched immediate retaliatory missile and drone attacks against Israel, and multiple US military installations across the Gulf and multiple Gulf states, including the UAE, Qatar, Kuwait and Bahrain. Global equities hit on risk tone, energy and defence names benefited, while airlines were significantly affected.Iran's IRGC declared the Strait of Hormuz closed to international navigation until further notice; IRGC also announced on Sunday that they hit 3 US and UK oil tankers with missiles in the Gulf and Strait of Hormuz.DXY surging amid geopolitics; G10s pressured across the board. USTs initially gapped higher, before waning as traders assess the inflationary impacts of the US/Israel-Iran war.Crude surges on weekend geopolitics but capped by potential global economic impact; Precious metals see haven appeal.Looking ahead, highlights include US Final Manufacturing PMI (Feb), US ISM Manufacturing PMI (Feb), Japanese Unemployment Rate (Jan), Speakers including BoE's Taylor & Ramsden, BoC's Kozicki & Macklem, Earnings from Riot Platforms, Norwegian Cruise Line & ASM International.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
We're so close to the end of Oscar films, but now it's time to learn the value of Sentiment. This week we travel to Norway to review the 2025 drama film, Sentimental Value. Gil is out this week, but Romero & Zach are here to review this emotionally heavy, but well crafted film. Check out this film and then give us a listen. Twitter - @podcastBADMOVIE Insta - @badmoviepodcast Email - badmoviereviewpodcast@gmail.com Romero - @RomeroinATX Zach - @ZachfromNB
Dave Reibstein, Professor of Marketing at the Wharton School, explains how the school's Cryptocurrency Confidence Index tracks U.S. consumer sentiment, explores links between confidence and price volatility, and examines the role of regulation and public perception in shaping the future of digital assets. Hosted on Acast. See acast.com/privacy for more information.
Brent Krempges, Chief Customer Officer at Gainsight, joins the show to unpack the next evolution of Customer Success in an AI-first world.After 12+ years at Gainsight, from implementation to global pre-sales to CCO, Brent shares how CS is shifting from seat-based software to outcome-driven operating models. We dive into AI-driven health scores, renewal agents, sentiment analysis, and the looming “retention reckoning” facing AI-native companies. Key Takeaways (Bullet Summary)AI will elevate — not eliminate — the importance of services.Floor-Deployed Engineers (FDEs) signal a return to high-touch value realization.Health scores are getting smarter, but “watermelon accounts” will always exist.Sentiment analysis from transcripts and email may replace traditional NPS.Many AI companies haven't hit their renewal reality yet.Retention pressure is coming — especially for growth-at-all-costs AI startups.Before deploying agents, companies must rebuild foundational lifecycle processes.Think of agents as “50 interns” — would they know what to do?
Dave Reibstein, Professor of Marketing at the Wharton School, explains how the school's Cryptocurrency Confidence Index tracks U.S. consumer sentiment, explores links between confidence and price volatility, and examines the role of regulation and public perception in shaping the future of digital assets. Hosted on Acast. See acast.com/privacy for more information.
Global markets were on edge yesterday as President Trump's newly announced 15% global tariff triggered a sharp European response and fresh trade uncertainty. Equity markets across both Europe and the US struggled, with tech stocks hit particularly hard amid renewed concerns about AI disruption in the software sector. Defensive names, meanwhile, benefited from the flight to safety, alongside a strong move in gold. Asian markets painted a mixed picture. On today's show, we are joined by Next Generation research analyst Damien Ng who shares an update on the implications of the emerging Alzheimer's blood test and what it means for the genomics space.(00:00) - Introduction: Bernadette Anderko, Product & Investment Content (00:34) - Markets wrap-up: Lucija Caculovic, Product & Investment Content (06:17) - Alzheimer's blood test impact on Genomics: Damien Ng, Next Generation Research (11:25) - Closing remarks: Bernadette Anderko, Product & Investment Content Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.
What does the global L&D community really think about AI, job security, strategy, and the future of the profession? In this episode, we're joined by Donald H Taylor, author of the Global Sentiment Survey and a leading voice in workplace learning. Don dissects the biggest shifts in this year's data - from the cooling of AI hype to rising anxiety, expanding roles, and the pressure L&D teams are under to evolve quickly in uncertain times. Ep. 80 Brought to you by Elucidat. Want more insights? Get the latest tips, expert advice, and best practices from top L&D leaders - delivered straight to your inbox. The Learning at Large newsletter brings you monthly insider content to help you create and scale impactful learning. Subscribe now and never miss an edition!
During WWII, allied warships sunk in Darwin by Imperial Japanese forces. The challenging task of recovering them was undertaken by Japan's Fujita Salvage. An interview with Sydney author Mina Matsudaira, who published a book on the subject. Originally broadcast in April 2023. - 旧日本軍による攻撃でダーウィン湾に沈んだ連合軍の艦船。その回収という難事業に取り組んだのは、日本の藤田サルベージでした。本を上梓したシドニーの作家・松平みなさんへのインタビューです。 2023年4月放送。
Builder confidence in the single-family housing market slipped again in February, according to the latest Housing Market Index from the National Association of Home Builders. The index fell to 36, marking the second straight monthly decline and signaling continued weakness in builder sentiment. Affordability remains the biggest challenge. High home price-to-income ratios, elevated land costs, and stubborn construction expenses are keeping many buyers on the sidelines. Even with incentives widely available, buyer traffic remains low. In this episode, Kathy Fettke breaks down what falling builder confidence means for housing supply, pricing power, remodeling demand, and real estate investors in 2026. If inflation eases and mortgage rates follow, conditions could improve — but for now, affordability continues to shape the market.
What do the 2020 lockdowns, the Ukraine war, Iran, and even the Epstein files have in common? In this conversation, Tuomas Malinen lays out a provocative thesis: that today's geopolitical flashpoints may not be isolated crises, but interconnected events driven by deeper power structures operating behind the scenes. Check out more from Tuomas: https://x.com/mtmalinen https://mtmalinen.substack.com/ https://gnseconomics.substack.com/ Learn to invest alongside the top minds in commodities. Join The Commodity University today. CLICK: https://linkly.link/26yH8 Sign up for my free weekly newsletter at https://2ly.link/211gx Be part of our online investment community: https://cambridgehouse.com https://twitter.com/JayMartinBC https://www.instagram.com/jaymartinbc https://www.facebook.com/TheJayMartinShow https://www.linkedin.com/company/cambridge-house-international 00:00 – The “New World Order” & What Munich and Davos Signal 01:52 – Who Is Really Deciding the Ukraine War? 03:54 – Europe Rearming: A Return to Pre-War Dynamics? 09:17 – Breaking the Eurasian Alliance: The Ukraine Strategy 14:22 – Monroe Doctrine 2.0? U.S. Moves in the Americas 19:57 – What's Really Happening Inside Iran 21:27 – Venezuela, Dollar Liquidity & Iranian Unrest 23:03 – Allegations of Foreign Intelligence Operations in Iran 29:47 – Is the U.S. Preparing for a Larger Conflict? 33:45 – Iran's Military Capabilities & Escalation Risks 45:39 – The “Samson Option” & Nuclear Deterrence 48:28 – Why Risk a War That Can't Be Won Conventionally? 49:49 – The Epstein Files & Political Leverage 54:16 – Media Narratives vs. Sentiment on the Ground in Iran 59:18 – Will Another Crisis Bury Accountability? 01:03:06 – Lockdowns, Ukraine & The Pattern of Crisis 01:10:26 – What Citizens Can Actually Do Copyright © 2025 Cambridge House International Inc. All rights reserved.
What's the stock of the year for me and why? What does Sidekick think of the $APP pop? What does it think of $OPEN and why memory is now the Bitcoin and metals trade. Get my FREE newsletter or sign up for the paid version with benefits like the Office Hours and tracking the portfolios in Savvy Trader https://dailystockpick.substack.com/THESE SALES END SOON: TRENDSPIDER $9 2 week trial WEEKEND SALE - get any annual plan and I'll send you my 4 hour algorithm. Seeking Alpha's Tool kit *BEST DEAL - SEEKING ALPHA BUNDLE - Save over $150 and get Premium and Alpha Picks together ALPHA PICKS - Want to Beat the S&P? Save $75 Seeking Alpha Premium - FREE 7 DAY TRIAL and 15% OFFSEEKING ALPHA PRO - TRY IT FOR A MONTH FOR ONLY $89 EPISODE SUMMARY✅ February Watch List: 8 names, 1 loser, ~5.75% in 3 weeks, including a +30% mover I bought, added to, and sold higher, plus a Top 2026 stock already up 6%.
2. South Korea's Shift Toward China Under Lee President Lee Jae-myung pursues socialist policies and anti-US sentiment, raising concerns about South Korea's alignment with China. Guest: Tara O, Gordon Chang1890 USS NAHUNT
Charles Payne is joined by Dave Mazza, CEO of Roundhill Investments, to discuss why heavy spending from tech giants is a necessary investment in future infrastructure. They explore a shift in focus toward hardware and testing companies like Micron, Light, and Teradyne, while highlighting growth in artificial intelligence and humanoid robotics. Learn more about your ad choices. Visit podcastchoices.com/adchoices
In this Crypto Town Hall episode, hosts and guests analyze Bitcoin's tight $66K–$68K consolidation, debating bear flags vs. potential breakouts amid institutional rotation from OG whales to ETFs/governments/funds. They discuss February 5th volatility possibly driven by TradFi hedging blow-ups, ETF open interest limits, structured products growth, and symmetrical volatility in crypto. Sentiment highlights extreme fear, long-term holder strain, whale flows, global uncertainty peaks, AI competing for capital, and industry maturation pains—including scams, politicization, and narrative-follows-price dynamics—while maintaining cautious long-term optimism.
Markets keep climbing, headlines keep swinging, and yet sentiment still feels stuck somewhere between cautious and confused. In Episode 175 of Facts vs Feelings, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, zoom out to examine what is actually driving markets right now and where investors may be misreading the signals. From shifting expectations around growth and inflation to the way earnings, liquidity, and policy are interacting beneath the surface, they separate the emotional narrative from the measurable data.The conversation moves through current market leadership, valuation concerns, recession odds, and the risks that deserve attention without overreacting to every headline. They also explore what history suggests about similar environments, how positioning can amplify volatility, and why staying disciplined often feels hardest right when it matters most.Key Takeaways:• Earnings remain the foundation: Corporate profits continue to anchor market strength, even as narratives shift week to week • Sentiment lags fundamentals: Investor psychology still reflects caution despite improving breadth and resilient data • Policy and liquidity matter: Rate expectations, fiscal dynamics, and capital flows are shaping the next phase of returns • Volatility is part of the process: Pullbacks and headline shocks fit within historical patterns of ongoing expansions • Discipline beats drama: Long-term investors benefit more from structure and perspective than from reacting to every news cycleJump to:0:00 - New Titles And Warm-Up Banter2:42 - Framing A Tale Of Two Markets5:10 - Sector Splits And Market Breadth11:55 - Global Equity Strength And Style Shifts16:30 - AI Shockwaves Across Industries22:40 - Tech's Three Tracks: Software, Semis, Telecom27:35 - Short Interest, Contrarian Signals In Tech31:30 - International Rallies And Country Leaders37:15 - Jobs Revisions And Labor Market Reality44:20 - Youth Employment, AI Fears, And Data50:05 - Spurious Correlations And Market Folklore56:20 - CPI Details, Shelter Math, And Services HeatConnect 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
Rob Williams says the big story is the economy is still strong, anticipating GDP of 3%+ at the next report. The AI trade is what's changed, becoming viewed as a headwind rather than a tailwind. Still, he thinks some of the bigger companies needed a valuation correction and the rest will sort itself out. For rate cuts, he expects 1-3 this year, explaining how a midterm election pressures rates up and down during the course of the year.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
Market Sentiment - what is it? How can you measure it? This is why good stocks get taken down and present a great "buy the dip", but when should you buy? Get my FREE newsletter or sign up for the paid version with benefits like the Office Hours and tracking the portfolios in Savvy Trader https://dailystockpick.substack.com/THESE SALES END SOON: TRENDSPIDER $9 2 week trial WEEKEND SALE - get any annual plan and I'll send you my 4 hour algorithm. Seeking Alpha's Tool kit *BEST DEAL - SEEKING ALPHA BUNDLE - Save over $150 and get Premium and Alpha Picks together ALPHA PICKS - Want to Beat the S&P? Save $75 Seeking Alpha Premium - FREE 7 DAY TRIAL and 15% OFFSEEKING ALPHA PRO - TRY IT FOR A MONTH FOR ONLY $89 EPISODE SUMMARY
Leo Lanza is a well known Ethereum investor and content creator.Markets are panicking. ETH is down 50% from its all-time high. Sentiment across all crypto markets is at multi-year lows. But Leo remains steadfast.He breaks down why Ethereum can't be replicated, why the four-year cycle is breaking, and how the CLARITY Act could be crypto's biggest catalyst ever. He explains why ETH is valued like gold or oil, not a tech stock, and walks through the math behind his $80,000 price target.In this episode, we cover:+ Why Ethereum is like Netflix replacing Blockbuster+ His $80,000 ETH thesis+ Why the CLARITY Act changes everything for institutional adoption+ L2s as Ethereum's weapon for distribution and growth+ What could break Leo's bull case------
Every day, we pull real pricing from 30+ lenders to show what you actually qualify for — plus lock vs. float guidance and a clear breakdown of the Fed, CPI, Jobs, MBS, and the 10-Year Treasury.Transparent. Data-driven. No hype.
The hosts reflect on surviving the “ninth worst” Bitcoin crash and the sharp one-day move from ~$70k to ~$60k, followed by a quick rebound into the high-$60ksJohn shares client sentiment: widespread “WTF” confusion, plus a growing chorus expecting another leg down—often a late-cycle/bottom-ish behavioral tellDiscussion of fear/greed collapsing to extreme levels and how prior bear-market patterns (e.g., late 2022) can rhyme without being predictiveInflation talk via multiple lenses: CPI vs PCE vs alternative real-time measures like Truflation, plus skepticism on CPI components (e.g., health insurance methodology)Macro implication: inflation appears to be cooling enough to give the Fed room for rate cuts, but Bitcoin can still rally even without a “big print”Lynn Alden clip reaction: Bitcoin bottoms tend to be slow, sideways, and buyer-rotation-driven rather than V-shaped without major stimulusAI as a potential catalyst and volatility driver across equities, with examples of major S&P names experiencing severe drawdowns amid uncertaintyTradFi signals: CFA Institute review of a Bitcoin book framed as an “intellectual curiosity” bridge for mainstream finance audiencesLightning Labs announcement: enabling AI agents to pay via Lightning, positioning Bitcoin rails as a native fit for autonomous software commerceQuick hits: quantum-resistance progress (BIP-360), Elon's “X Money” timeline, and “Bitcoin is dead” obituaries re-emerging as contrarian indicators ► For high-net-worth individuals and corporations seeking to build generational wealth with Bitcoin, Swan Private is your guide ✔ https://www.swanbitcoin.com/private?utm_campaign=private&utm_medium=sponsorship&utm_source=podcast&utm_content=swan_signal_live ► Secure your bright orange future with the Swan IRA today! Real Bitcoin, no taxes ✔ https://www.swanbitcoin.com/ira?utm_campaign=ira&utm_medium=sponsorship&utm_source=podcast&utm_content=swan_signal_live ► Secure your Bitcoin with Swan Vault ✔ https://www.swanbitcoin.com/vault?utm_campaign=vault&utm_medium=sponsorship&utm_source=podcast&utm_content=swan_signal_live ► Download the all-new Swan Bitcoin App ✔ https://www.swanbitcoin.com/app?utm_campaign=app&utm_medium=sponsorship&utm_source=podcast&utm_content=swan_signal_live ► Want to learn more about Bitcoin? Check out Welcome To Bitcoin a FREE Introductory course. Learn about Bitcoin in under 1 hour! ✔ https://www.swanbitcoin.com/welcome?utm_campaign=welcome_to_bitcoin&utm_medium=sponsorship&utm_source=podcast&utm_content=swan_signal_live ► Connect with Swan Bitcoin: ✔ Twitter: https://twitter.com/Swan ✔ Instagram: https://instagram.com/SwanBitcoin ✔ LinkedIn: https://linkedin.com/company/swanbitcoin ✔ Threads: https://www.threads.com/@swanbitcoin ✔ Facebook: https://www.facebook.com/SwanBitcoin/ ✔ TikTok: https://www.tiktok.com/@realswanbitcoin
Bitcoin sentiment is starting to crack as capital flows weaken and Coinbase posts significant losses, raising fresh questions about the health of the broader crypto market. In this livestream, we break down what Coinbase's performance signals about retail participation, trading volumes, and institutional appetite and why crypto equities often show stress before Bitcoin fully reacts. Is this just another cycle reset, or a deeper confidence shift as liquidity tightens and capital rotates elsewhere? Let's unpack what's really happening beneath the surface.
Guest: Anatol Lieven. Lieven explains EU hesitation and anti-Russian sentiment regarding Ukraine aid, highlighting the reliance on U.S. support and the perception that Germany must lead Europe.
SAINTS, SEX, SENTIMENT, AND CHOCOLATE: A SHORT HISTORY OF VALENTINE'S DAY The Not Old Better Show, Smithsonian Associates Interview Series