Podcasts about skewed

Gareth and Justin at Skewed and Reviewed discuss Modern Warfare 4, Star Wars News, Conventions, Summer Game Fest, and More on a new Skewedcast.

Gareth and Justin at Skewed and Reviewed look at the latest entertainment news. Topics include possible new Lord of the Rings content and Upcoming Summer Game Events Such as Sony's State of Play and Summer Game Fest.

Gareth, Justin, and Michael at Skewed and Reviewed look at Entertainment News for the week. 00:00 Movie and Game News 06:10 Box Office numbers 14:50 Fast and Furious streaming series 22:17 X-files update 31:00 TV/Streaming News

Gareth, Justin, and Michael at Skewed and Reviewed discuss, movie news, Aliens: Fireteam Elite 2, Star Fox, Planet of the Apes and more on their new Skewedcast Episode. 00:00 Movie News / Disney News 03:15 Aliens Fireteam Elite 2 13:00 Star Fox for Switch 2 announced 20:04 Planet of the Apes franchise news 30:00 3D movie news

May 5, 2026 ~ Craig Mauger discusses a Detroit News analysis showing nearly 30% of Michigan's school breakfast and lunch funding went to the state's wealthiest districts. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Gareth, Justin, and Michael at Skewed and Reviewed look at the latest Entertainment news. 00:00 News 02:50 Battlefield Movie News 10:23 Mortal Kombat vs Street Fighter movie showdown! 16:25 May the 4th 21:10 Alien Isolation 2 preview

The Inflation Guy starts with a general comment on where markets are and what to look for as we contemplate the next move. But the really meaty bit is where he talks about recent Fed research (finally concluding what the Inflation Guy has been telling you for years) about the skewness of the distribution of price changes in the CPI suggesting that maybe there is something more going on than a placid and obedient return to 2%...   NOTES Is the Inflation Process in Advanced Economies Different After the Pandemic? (https://www.federalreserve.gov/econres/notes/feds-notes/is-the-inflation-process-in-advanced-economies-different-after-the-pandemic-20260330.html) Skewness warrants caution as Trimmed Mean PCE inflation eases (https://www.dallasfed.org/research/economics/2026/0416) Blog for this month's CPI: “Inflation Guy's CPI Summary (March 2026)” (https://inflationguy.blog/2026/04/10/inflation-guys-cpi-summary-march-2026/) To Subscribe to Quarterly Inflation Outlook: https://inflationguy.blog/shop/    To Subscribe for free to the blog: https://inflationguy.blog/ Interested in becoming a customer of Inflation Guy? https://www.EnduringInvestments.com/ or email me at InflationGuy@enduringinvestments.com An inflation-indexed currency you can now mint from our website: https://usdicoin.com/

Gareth, Justin, and Michael at Skewed and Reviewed recap CinemaCon, look at Star Wars, Xbox, and Marvel news on a new Skewedcast. 00:00 CinemaCon 2026 07:15 Alien Day 2026 16:04 Mandalorian and Grogu 23:52 XBOX Gamepass news 31:34 Marvel SDCC/D23

Rob, Jeremy, and Ed took some time from Tuesday's BBMS to discuss the tough start to the season for the Birds both on the mound and in the field. Are the fielding issues contributing to how we view the Orioles arms?

Gareth, Justin, and Michael at Skewed and Reviewed look at Alien Earth 2, Dune 3, Maul Season 2, 007: First Light, and More on a new Skewedcast episode 00:00 SAG/AFTRA negotiation update 09:37 Alien news 21:51 Dune 3 news 26:00 Maul Season 2 36:51 007 First Light Switch 2

The Damang mine takeover process was not fair, skewed in favor of Ibrahim Mahama and E&P. We will petition CHRAJ over a possible conflict of interest. - Akwasi Kunadu, MP for Manhyia North.

Gareth, Justin, and Michael at Skewed and Reviewed discuss Video Games, Super Mario Galaxy, Fallout, Supergirl, Scream 8 And Mortal Kombat 2 on their new Skewedcast episode. 00:00 Video game news 05:37 Super Mario Galaxy movie news 12:50 Fallout Season 2 16:23 Supergirl Trailer / Test Screenings 22:54 Scream 8 news 28:06 Mortal Kombat 2

Gareth, Justin, and Michael at Skewed and Reviewed look at the latest entertainment news ahead of Wondercon and PAX East. Topics include 00:00 Stephen Colbert Lord of the Rings : Shadows of the Past 09:10 Spider-Man Trailer 14:30 Pax East Announcement/John Wick News 21:07 Disney pulling out of OpenAI Sora 25:23 Avengers Doomsday / Dune 3

Gareth, Justin, and Michael at Skewed and Reviewed discuss PlayStation, CinemaCon, and more. 00:00 DVD/ Gaming news 02:05 Playstation Updates 14:33 Godzilla Minus Zero premiere at Cinemacon

Gareth, Justin, and Michael at Skewed and Reviewed look at the latest Entertainment news 00:00 Batman movie news 07:21 Project Helix / XBOX Full Screen Experience 21:41 Aliens Movie news

Gareth and Justin at Skewed and Reviewed look at PlayStation, The Orville, Assassin's Creed, Game Of Thrones, Alien: Earth And More on a new Skewedcast

Gareth Justin and Michael at Skewed and Reviewed look at the latest Entertainment news. 00:00 WB Netflix deal 10:21 Cost of films 18:44 Movie and Game News 19:50 Tom Clancy The Division Anniversary, Blizcon News 23:40 AMC policy changes

Gareth and Justin at Skewed and Reviewed look at Star Wars, Quakecon, 28 Years Later, Warcraft as well as movie and game news on a new Skewedcast.

Gareth, Justin, and Michael at Skewed and Reviewed look at the latest from Knott's Berry Farm, The Helldivers Movie, Bioshock, New York Toy Fair, and Predator in a new Skewedcast. 00:00 Knotts Berry Farm news 03:55 Helldivers Movie 11:07 Bioshock Netflix 19:08 New York Toyfair 20:00 Dan Trachtenberg Paramount News

Our new episode is here. Gareth, Justin, and Michael at Skewed and Reviewed look at some of the biggest entertainment news of the week. 00:00 Star Wars News 08:16 Deadpool Movie rumors 13:27 Sam Rami Darkman reboot 22:40 Marvel movie news 28:00 DC news 34:45 Alien comic news

Gareth and Justin at Skewed and Reviewed look at the new entertainment news of the week.

Join us on Liberalism in Question as Senator Kerrynne Liddle shares her insights on why one-size-fits-all policies fall short in a diverse nation like Australia. Liddle critiques excessive bureaucracy, advocating for greater personal and community responsibility to drive real progress and prosperity.  This episode challenges conventional thinking on Indigenous affairs and explores how classical liberal principles can foster genuine equality and self-reliance. 

Gareth, Justin, and Michael at Skewed and Reviewed look at news on the God of War Television series, Blade and the Marvel Universe, The Division 2 and Avatar: Frontiers of Pandora Crossover, and the pending Star Trek Voyager Game on a new Skewedcast. 00:00 God of War live action news 09:05 Blade big screen appearance news 16:05 Avatar crossover event in Division 2 20:25 Star Trek Voyager game update 26:58 Marvel Rivals Professional League

Gareth, Justin, and Michael at Skewed and Reviewed look at CES 2026 on their latest Skewedcast.

For their first show in 2026, Gareth, Justin, and Michael at Skewed and Reviewed look at movies, games, and conventions to be excited for in the New Year. 00:00 2026 Game Preview 12:45 2026 Movie preview 22:35 2026 Conventions

Our latest episode is here. Gareth, Justin, and Michael at Skewed and Reviewed look at the big entertainment news of the week. 00:00 Doomsday / Dune 3 scheduled for same release 10:29 007 game delay 17:23 Star Trek Strange New Worlds 24:00 What's a Christmas movie

Welcome to The Times of Israel's Daily Briefing, your 20-minute audio update on what's happening in Israel, the Middle East and the Jewish world. Legal and settlements reporter Jeremy Sharon joins host Amanda Borschel-Dan for today's episode. Defense Minister Israel Katz told settlements leaders on Tuesday that, “With God’s help when the time comes, we will also establish… pioneer groups in northern Gaza, in place of the settlements that were evacuated.” He later walked back his statements, but not before Finance Minister Bezalel Smotrich doubled down on them and also pushed for Prime Minister Benjamin Netanyahu to convince US President Donald Trump to recognize annexation of the West Bank in his upcoming US trip. We dive into the issues of Jewish settlements in the Gaza Strip and West Bank in the first half of the program. The IPC famine monitoring organization stated on Friday that food security conditions in the entire Gaza Strip “remain critical,” in a new report covering the second half of October and all of November that classified the territory as being in its “Emergency” Phase 4 category — the fourth highest of its five levels of food insecurity. Sharon explains Israel's criticism of the report and raises the question of whether the Hamas-run Gazan Health Ministry has been manipulating its numbers of war casualties. Earlier this month, the High Court of Justice ruled unanimously 7-0 to annul the government’s decision to fire Attorney General Gali Baharav-Miara, asserting that the government had failed to provide legal justification for its decision to change the way an AG is fired, and determining that the new system it designed was fundamentally flawed. Sharon reviews the decision and updates us on the ongoing existential crisis between the government and the court. Check out The Times of Israel's ongoing liveblog for more updates. For further reading: Katz vows Israel will build settlements in northern Gaza, later walks back comments Dozens of settler activists enter Gaza, plant Israeli flags in bid to resettle enclave PA accuses Israel of ‘tightening colonial control’ over West Bank with new settlements Government announces 19 new West Bank settlements and legalized outposts IPC monitor says ‘famine conditions’ over but Gaza food security still ‘critical’; Israel rejects findings Israel says famine monitor did not seek aid facilitators’ input for upcoming Gaza report High Court annuls firing of attorney general; cabinet ministers urge defiance of ruling Subscribe to The Times of Israel Daily Briefing on Apple Podcasts, Spotify, YouTube, or wherever you get your podcasts. This episode was produced by Podwaves. IMAGE: A tent camp for displaced Palestinians in Deir al-Balah, central Gaza Strip, December 23, 2025. (AP Photo/Abdel Kareem Hana)See omnystudio.com/listener for privacy information.

Gareth, Justin, and Michael at Skewed and Reviewed look at the latest entertainment news from moviegoing, Video, Games, and More. 00:00 Gen-Z at the movies 12:21 Universal AI movie Soulmate 19:18 WB Gaming news 28:19 World War Z game

December 18, 2025 - Zach and Chase discuss the current state of the markets, focusing on index performance, inflation data, and the implications for investment strategies. They analyze the valuation concerns surrounding major tech stocks, the impact of international capital flows, and the potential for AI-driven growth. The conversation also touches on discrepancies in commodity valuations and the importance of portfolio diversification. Micron's recent performance is highlighted as a key player in the AI sector, with insights into the broader market outlook.

Gareth, Justin, and Michael at Skewed and Reviewed look at Brazil Comic Con, Star Trek and Star Wars film news and rumors, and wrap with a report on the next Avengers film.

Hour 2 for 12/3/25 Drew and Elizabeth pray the Chaplet of Divine Mercy (1:00). Then, Judy Zocchi covers skewed values on TV (26:00), moral ambiguity (37:33), virtue (39:17), and debauchery at Disney (45:22).

Our Thanksgiving show is here and Gareth, Justin, and Michael at Skewed and Reviewed discuss the latest movie, television, and game news. 00:00 Avatar Fire and Ash news 15:56 Naughty Dog game delays 25:07 Far Cry series on FX / Star Wars News 40:20 Hunger Games / Michael trailer

Kevin is back. Him and Russ sit down to talk all things business, housing market, Kevin's new business framework, how to stay spiritually and emotionally healthy in the midst of it all, leveraging strengths and shoring up weaknesses in leadership, and more.Check out the conversation.Subscribe to get the latest videos and live worship:https://www.youtube.com/xchurch Connect with X Church Facebook | https://www.facebook.com/theXchurch.ohInstagram | https://www.instagram.com/theX_church/ Helping people get on the path to God.  This is the vision of X Church, led by Pastor Tim Moore and based in South East Columbus, OH _ Stay Connected Website: www.thex.church#theXchurch

Gareth, Justin, and Michael at Skewed and Reviewed discuss Blizzcon Tickets, The Return of Stargate, Twisted Metal, Half-Life 3 Rumors, and More on a new Skewedcast.

Gareth, Justin, and Michael at Skewed and Reviewed look at Alien Earth and Predator news, Steam Hardware, and do some reviews for movies and games on the new Skewedcast Our new episode is here. 00:00 Updates and News 04:45 Alien Earth Season 2 / Predator 20:27 Steam hardware news 31:43 Reviews

Henry Lake talks with Minnesota Vikings Beat Reporter Dane Mizutani from the St. Paul Pioneer Press about the tough loss to Baltimore, why some of the numbers might not be what they appear, is Chicago a "must win", pressure on Kwesi Adofo-Mensah and more.

Gareth, Justin, and Michael at Skewed and Reviewed look at Star Wars Visions, Resident Evil, Xbox, Predator: Badlands and more on their new Skewedcast episode. 00:00 Star Wars Visions / Resident Evil news 09:25 Underwhelming box office performance 24:50 Xbox sales down 34:30 Predator Badlands early news

Gareth, Justin, and Michael at Skewed and Reviewed discuss Fallout Day Recap, Xbox Rumors, Imax 2026 News, Stranger Things, Disneyland, and More on the new Skewedcast 00:00 Fallout Day 07:35 Xbox Rumor 23:08 IMAX movie news 28:38 Netflix Stranger Things 39:30 Disneyland News

You're listening to American Ground Radio with Louis R. Avallone and Stephen Parr. This is the full show for October 17, 2025. 0:30 We break down what Speaker Mike Johnson has to say about the "No Kings" rallies — demonstrations the Speaker calls nothing more than “hate America” protests in disguise. These events aren’t about defending democracy at all, but about denouncing Donald Trump and rejecting the very ideals that built the United States. 9:30 Plus, we cover the Top 3 Things You Need to Know. President Trump met with Ukrainian President Volodomyr Zelensky at the White House to discuss the potential sale of US Tomahawk missiles to Ukraine, which would give the country the ability to strike deep into Russian territory. The US Federal Government has indicted Smartmatic, a voting machine company for money laundering and bribery. Candidates for the next mayor of New York City— Zohran Mamdani, Andrew Cuomo and Curtis Sliwa participated in a televised debate. 12:30 Get NSorb from Victory Nutrition International for 20% off. Go to vni.life/agr and use the promo code AGR20. 13:30 We dive into the fiery New York City mayoral debate between Mondami, Cuomo, and Sliwa, and the political storm brewing around it. President Trump may hold all the leverage, with hundreds of millions in federal funds that he could — and likely will — withhold if New York City elects communist Mondami. 16:30 American Mamas Teri Netterville and Kimberly Burleson tackle the question: Did you kick your kids out of the house when they turned 18? Their answer — a resounding no. The mamas share why they believe keeping grown children at home, at least for a while, isn’t coddling — it’s setting them up for success. They talk about the challenges facing today’s young adults, from the cost of living to the broken housing market, and how strong families can be the safety net that helps the next generation thrive. Along the way, they contrast American independence with other cultures’ deep sense of family connection and reverence for elders, asking why the U.S. so often pushes both its kids and its elderly away. If you'd like to ask our American Mamas a question, go to our website, AmericanGroundRadio.com/mamas and click on the Ask the Mamas button. 23:00 Ukrainian President Volodymyr Zelensky Appearance showed up at the White House — notably — in a suit this time. It’s a shift from his usual olive-green military tees, and we can’t help but notice. 25:30 Plus, we Dig Deep into the narrative that “crime is down” in America and whether the FBI’s crime data tells the full story. While President Trump moves to deploy the National Guard to fight rising violence in major cities, Democrats point to FBI statistics claiming the opposite. But another federal source — the Bureau of Justice Statistics’ Crime Victimization Survey — paints a very different picture. According to that survey, violent crime actually rose in 2024, especially among young people, even as rural areas saw declines. So what’s causing the disconnect? 32:30 Get Prodovite from Victory Nutrition International for 20% off. Go to vni.life/agr and use the promo code AGR20. 33:30 We unpack the Wall Street reaction to President Trump’s announcement of a 100% tariff on Chinese goods—a move that briefly rattled the markets before his clarification sent stocks rebounding. But this isn’t about chaos—it’s about strategy. Trump is once again using tariffs as a negotiating weapon to put pressure on Beijing, especially as China tightens its grip on the rare-earth metals market—the key to everything from smartphones to fighter jets. 36:30 Plus, it's Fake News Friday! We're putting you to the test with our weekly game of headlines—are they real news, fake news, or really fake news? From Columbus Day controversies and Oregon’s spending priorities, to Hamas power struggles, Democrat protests, and even John Bolton’s mustache, can you spot the fake news? Play along, keep score, and share your results with us on Facebook page: facebook.com/AmericanGroundRadio. 40:30 From anti-Semitic rhetoric to anti-American ideology, Zohran Mamdani isn’t an outlier — he’s the new face of the Democratic mainstream. This isn’t just about one candidate, it’s about a party that’s lost its moral compass. And we have to say, "Whoa!" 42:30 And we finish off with the world's longest name. Follow us: americangroundradio.com Facebook: facebook.com / AmericanGroundRadio Instagram: instagram.com/americangroundradioSee omnystudio.com/listener for privacy information.

Just minutes back from a Disney Trip; Gareth at Skewed and Reviewed along with Justin and Michael talk Summer Game Fest 2026, The Jetsons, Aliens: Fireteam Elite 2, and a Fallout exhibit on a new Skewedcast 00:00 Summer Game Fest 2026 announcement 11:41 Jim Carrey Jettisons movie 21:16 Aliens Fire Teams elite 2 28:38 World of Fallout

Gareth, Justin, and Michael at Skewed and Reviewed look at Predator: Badlands, Marvel, Assassin's Creed, Stranger Things on a new Skewedcast 00:00 NYCC 02:30 Predator Badlands Final Trailer 13:00 Assassins Creed news 24:45 Marvel Daredevil news 30:40 Stranger Things

Miguel Mora talks with Skewed and Reviewed about The Black Phone 2 At New York Comic Con,

Gareth, Justin, and Michael at Skewed and Reviewed look at news in the gaming and movie industry including the sale of EA, Xbox Price Changes, and a new Simpsons movie. 00:00 Movie/TV News 10:00 EA sale 19:10 Avalanche Studios Layoffs 31:30 Xbox raises prices 43:02 Simpsons Movie 2

Have you ever heard someone use the Bible to excuse abuse against women—or to make God seem harsh, cruel, or unloving? It's confusing and painful when Scripture is used that way, and it can leave you questioning who God really is. In this episode, I reveal a powerful hack that clears up the confusion: the difference between descriptive and prescriptive passages in the Bible. You'll learn how to spot the difference, see biblical examples, and understand why not everything described in Scripture reflects God's approval or design. You'll also hear personal stories from my early years as a Christian, showing how I wrestled with contradictory examples—and how God revealed His true, loving character. By the end, you'll walk away equipped to: Recognize when the Bible is being misused to justify abuse or oppression (especially regarding women) Understand the difference between what God prescribes and the Bible describes See God's consistent character of love, goodness, and care for women ✨ If you've been longing to know the real heart of God—one who loves and values you—this episode will give you the clarity and hope you need. --------------------   

(This episode was first published in November 2022.) Today's guest is one of my personal heroes, Caryn Franklin. Caryn started her career in the 80s as a fashion editor before moving into TV where she presented, amongst other things, BBC's The Clothes Show. Always outspoken, Caryn has spent four decades being a thorn in the fashion industry's side. Championing diversity of all forms LONG before it became the cool thing to do.  She cofounded All Walks Beyond The Catwalk to promote body equality in fashion, chaired Fashion Targets Breast Cancer and was awarded an MBE for her services to fashion. Now she's written Skewed, with Professor Keon West, to examine how media bias distorts our views of others. To bring it back down to my usual level, She is also the owner of my fantasy hair! Caryn joined me by popular demand to talk 40 years of fighting for diversity, why the fashion industry is still so bloody bad at catering for older women and why clothes should be a superpower. She also shared her experiencing of being a carer to her first daughter's father in her 30s and how that changed the way she felt about ageing, how going grey nearly cost her her job and how HRT gave her her life back.  * You can buy You can buy Skewed by Caryn Franklin and Professor Keon West from audible. All the other books mentioned in this podcast at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Shift bookshop on Bookshop.org⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, including the book that inspired this podcast, The Shift: how I lost and found myself after 40 - and you can too, by me. * If you enjoyed this episode and you fancy buying me a coffee, pop over to my page on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠buymeacoffee.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. • And if you'd like to support the work that goes into making this podcast and get a weekly newsletter plus loads more content including exclusive transcripts of the podcast, why not join The Shift community, come and have a look around at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.theshiftwithsambaker.substack.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ • The Shift (on life after 40) with Sam Baker is created and hosted by Sam Baker and edited by Juliette Nicholls at Pineapple Production. If you enjoyed this podcast, please rate/ review/ follow as it really does help other people find us. And let me know what you think on Bluesky @theothersambaker.bsky.social or instagram @theothersambaker or message me on substack The Shift with Sam Baker. Learn more about your ad choices. Visit megaphone.fm/adchoices

Tonight's rundown: Hey BillOReilly.com Premium and Concierge Members, welcome to the No Spin News for Thursday, September 4, 2025. Stand Up for Your Country.  Talking Points Memo: Bill reviews the reasons why Donald Trump is an activist president. The latest roadblock for Trump's tariffs  Lori Lightfoot spreads misinformation regarding Chicago's lack of protection for its people. The Venezuelan ship was just the beginning of military intervention with narco states. The Biden Administration's lack of responsibility set up Robert F. Kennedy for ridicule. Final Thought: New York is dangerous for citizens and police alike. Learn more about your ad choices. Visit megaphone.fm/adchoices

Well...Trump didn't die. But he may be actively dying. And so is America. Look no further than the flashy rollout of Amtrak's pathetic new ACELA trains. Oh yeah baby. We're talking trains. We're talking Cracker Barrel. Cultural rot. Skewed priorities. PLUS, we're covering the new meme stock that's sweeping the market. Ben's new movies and tv podcast with Dillon is OUT NOW! GO WATCH the latest episode on CAUGHT STEALING ft. AUSTIN BUTLER: https://youtu.be/n9KAwLsAaZc?si=dcwSjnjG3UtYF-Dz **CHECK OUT EMIL'S LIVESTREAMS HERE: https://www.youtube.com/emilderosa Give this video a thumbs up if you enjoyed it! And please leave us a comment! It helps us! That's Cringe of Cody Ko: https://youtu.be/dTbEk0pVh2w Our AUSTIN VIDEO IS OUT! https://youtu.be/yGSs56bFzRU Sign up to watch and support the show at https://benandemilshow.com ***LINK TO OUR DISCORD: https://discord.gg/CjujBt8g ***Subscribe to Emil's Substack: https://substack.com/@emilderosa ***Trade with Ben at https://tradertreehouse.com Our episode with *Kyla Scanlon*: https://youtu.be/cIHWkY35cuc Big Tech is out of ideas (ft. ED ZITRON): https://youtu.be/zBvVGHZBpMw Arguing with a millionaire (ft. Chris Camillo): https://youtu.be/1ZUWTkWV_MM We bought suits HERE: https://youtu.be/_cM1XqA9n2U __ ZOCDOC: Stop putting off those doctors appointments and go to https://zocdoc.com/baes to find and instantly book a top-rated doctor today! MOOMOO: Click this link https://start.moomoo.com/BAES to get up to $1,000 in free stock when you make a qualified deposit. Terms and Conditions apply. Securities are offered through Moomoo Financial Inc. (MFI), Member FINRA/SIPC. The creator is a paid influencer and is not affiliated with MFI and their experiences may not be representative of other moomoo users. Investing is risky. MUD/WTR: Start your new morning ritual & get up to 43% off your @MUDWTR with code BAES at http://mudwtr.com/baes ! #mudwtrpod GOODR: If you need a new pair of sunnies, go to https://goodr.com/baes and use code BAES for free shipping! Goodr offers a 30 day money back guarantee and 100% satisfaction. __ Follow us on instagram! @ benandemilshow @ bencahn @ emilderosa Learn more about your ad choices. Visit podcastchoices.com/adchoices

Our analysts Seth Carpenter and Serena Tang discuss why they believe the global economy is set to slow meaningfully in the second half of 2025.Read more insights from Morgan Stanley.----- Transcript -----Serena: Welcome to Thoughts on the Market. I'm Serena Tang, Morgan Stanley's, Chief Global Cross-Asset Strategist.Seth: And I'm Seth Carpenter, Morgan Stanley's Global Chief Economist.Serena: Today we'll discuss Morgan Stanley's midyear outlook for the global economy and markets.It's Wednesday, May 21st at 10am in New York.Seth, you published a year ahead outlook last November. Since President Trump took office back in January, there's been pretty significant policy and economic uncertainty and quite a few surprises. With this in mind, what is your current outlook for the global economy for the second half of this year and into 2026.Seth: So, we titled the outlook Skewed to the Downside because we really do think the U.S. economy, the global economy, is set to slow meaningfully from where we were coming into this year. Let's start with the U.S.As you said, policy changes came in a lot this year since the new administration took over. I would say the two key ones from a macro perspective so far have been trade policy and immigration policy.Tariffs have gone up, tariffs have gone down, tariffs have been suspended. Right now, what we think is going to ultimately take place is that we will see persistent, notable tariffs on China, lower tariffs on the rest of the world, and then we'll have to see how things evolve. What does that mean? Well, it means for the U.S. higher inflation and lower growth. In addition, immigration reform means that growth is going to slow because the growth rate of the labor force is going to slow.Now around the rest of the world, the tariff shock matters as well. When the U.S. puts in tariffs on its imports from other countries, that's negative demand for those other countries. So, we're looking for pretty weak growth in the euro area. Now, I will note, lots of people were excited about possible expansionary fiscal policy in Germany, and we think that's still there. We just don't think it's enough to give the euro area robust growth.In Asia, China's a main driver of the economy. China is a big recipient of these tariffs. We think the deflation cycle that we expected in China keeps going on. This reduction in demand from the U.S. is not going to help, but there'll probably be a little bit at the margin offsetting fiscal policy.So, what does that mean put together? Lackluster growth in China. Call it 4 percent slow growth for yet another year. Overall, the global economy should step down. Will it be a recession? That's one of the key questions that we hear from clients, but we don't think so. Not quite. Just a meaningful step downSerena: Interesting. Any particular regions that seem to be bright spots or surprises -- or perhaps have seen the biggest shift in your outlook?Seth: I guess I'd flag two potential bright spots around the world. The first is India. India has been, for us, a favorite. It will have the highest growth rate of any economy that we have in our coverage area. And because it's such a big economy, that's part of why the global economy can't lose that much steam. India has lots going for it. There are cyclical factors boosting growth in the near term. But there are also longer-term structural policy driven reasons to think that Indian growth will stay solid for the foreseeable future.I guess I'd also throw in Japan. Now its growth rate isn't going to be anywhere near the kind of growth in number terms that we're going to see from India. But this has to be taken in the context of 25 years of essentially zero growth of nominal GDP. The reflationary cycle that we think started a couple years ago remains intact, even with the tariff shock. And so, we're pretty optimistic still that Japanese reflation will continue.Serena: And to what extent are U.S. tariffs contributing to global inflationary pressures? I mean, how do you expect the Fed and other central banks to respond?Seth: The tariffs are imposed by the United States on most of the imports coming into the country, whereas other countries, maybe they have some retaliatory tariffs just against the U.S., but definitely not as broad as the U.S. That means for the U.S. tariffs are going to drive up inflation domestically and drive down growth, whereas for the rest of the world, it's mostly just a negative demand shock. So, they will be disinflationary for the rest of the world and pushing down growth.What does that mean for central banks? Well, outside of the U.S., central banks are going to see this as slowing aggregate demand, and so it's pretty clear what it is that they want to do. If they were hiking, they can stop hiking. If they were going to hold steady, they can lower rates a little bit. And if they were already lowering interest rates like the European Central Bank, well they can probably keep going with that without having to worry. And that's why we think the ECB is going to lower its policy rate to probably 1.5 percent and maybe even lower, which is below where the market is expecting things.Now for the Fed, things are much more tricky. The Fed cares about inflation, the Fed cares about U.S. growth, and both of those variables are going in the opposite direction of what they want over the rest of this forecast. Right now, inflation's too high for the Fed, and history shows that inflation goes up first with tariffs before the growth rate hits. So, the Fed's probably going to wait until the hard data show a bigger slowdown in the economy, a worsening. And the labor market. That is a bigger concern for them than the already too high inflation that is set to rise further over the rest of the year.Serena: And in your view, how does trade policy uncertainty influence business investment, particularly in export-oriented industries or in economies tightly linked to U.S. demand?Seth: Yeah. I think it has to be negative and therein lies one of the biggest challenges is just how negative. And I can't say for sure. But what we do know is that an uncertainty tends to be very negative for business investment spending decisions. If you're trying to make a decision, should I build a new factory?This is something that's going to have a long life to it, and you're going to get benefits hopefully for several years. How big are those benefits relative to the cost? Well, right now it's not at all clear, and so there's an option value to waiting.And we think that uncertainty is depressing investment decisions right now. I think it has to affect export-oriented industries. There's a lot of questions about what sort of retaliatory tariffs, other countries might impose.But it also affects domestic driven businesses because, well, they're going to have to see what their demand is. And some of the ones that are just focused on the U.S. economy are selling imported goods. So, it affects businesses across the board. Serena: Right. And how do U.S. tariff hikes spill over into emerging markets, and how might these countries buffer against these shocks?Seth: Yeah, I think there's a range of outcomes and the range is as wide as there are different countries. If you stay close to home. Take Mexico. Mexico is a big trading partner with the U.S. and early on in this whole tariff discussion, they were actually the targets of lots of tariff threats. That could have hurt them directly because there'd be less demand for their exports to the United States.Now we've got some resolution. We have the trade agreement with Canada and Mexico, and most of Mexico's exports to the U.S. are exempt under those conditions. However, the indirect effect is important as well. Mexico is very attached to the U.S. economy, and so as the U.S. economy slows because of these tariffs, the Mexican economy will slow as well.But there's also an indirect effect through currency markets, and I think this is a channel that's more broadly applicable across EM. If the Fed is going to be on hold, like we think holding interest rates higher for longer than the market might currently think, that means that EM central banks who might want to lower their policy rate to support their economy are going to be caught in a bit of a bind.They can't afford to take the risks that their currency will misbehave if they ease too much too far ahead of the Fed. And so, I think there is a little bit of a constraint for EM central banks, thinking about how much can I attend to domestic matters and how much do I have to pay attention to external matters?Serena: Now, I know forecasting economic growth is difficult in even the best of times, and this has been a period of exceptional volatility. How are you and your economic colleagues factoring all of this uncertainty?Seth: It's a great question and luminary minds like Neils Bohr, the Nobel Laureate in physics, and Yogi Berra, everyone's favorite prophet, have both said, ‘Forecasting is hard, especially about the future.' And this time, as you note, is even more so. So, what can we do? We try to come up with as many different scenarios as we can. We ask ourselves not just what's the most likely outcome, because there's uncertainty. The policy changes could come fast and furious. We also try to ask ourselves, if tariffs were to go back up from where they are now, how would that outcome turn out. If tariffs were to go away entirely, how would that turn out?You have to start thinking more and more, I think, in terms of scenarios.Serena:  And does this, in your view, change how much or how little investors should focus on the macro economy?Seth: Well, I think it means that investors have to focus every bit as much on the macro economy as they have in the past. I think it's undeniable that if we're right – and the U.S. economy slows down materially, and the global economy slows down with it – longer-term interest rates are probably going to come down along the lines of what our colleagues in interest rate strategy think. That makes a lot of sense to me. I think the trickier part though is knowing where the macro economy is going.We've got our forecast, but we are ready to make a revision if the facts change. And I think that's the trickier part for investors. The macro economy still matters but having a lot of conviction about where it's going, and as a result, what it means for asset prices? Well, that's the trickier part.Serena, you've been asking me lots of questions and they've been great questions, but I'm going to turn the table. I'm going to start asking questions right back to you.But we probably have to save that for another episode. So, let's pause it there.Serena: That sounds great Seth.Seth: And to the people listening, I want to say thanks for listening. And if you enjoy Thoughts on the Market, please leave us a review wherever you listen and share the podcast with a friend or a colleague today.

In this episode of the Nine Finger Chronicles podcast, host Dan Johnson speaks with Kevin VanderPloeg about various topics related to hunting and wildlife management in Michigan. They discuss Kevin's work with the local road commission, the impact of recent tornadoes, and the challenges of managing deer populations in Michigan. The conversation delves into the cultural attitudes towards hunting, the role of the Department of Natural Resources (DNR), and the potential benefits of implementing antler point restrictions. They also compare hunting regulations and deer management strategies across different states, highlighting the complexities of wildlife conservation. In this conversation, Dan Johnson and Kevin VanderPloeg discuss the complexities of deer management and hunting regulations across various states, particularly focusing on Iowa and Michigan. They explore the challenges faced by hunters, the impact of regulations on deer populations, and the cultural differences in hunting practices. The discussion also touches on the importance of collaboration between states to improve hunting experiences and the potential changes in regulations that could benefit both hunters and deer herds. Takeaways: Kevin works for the local road commission and recently dealt with tornado cleanup. A good deer in Michigan is considered to be around 100 inches. The deer population in Michigan is skewed heavily towards does. Many hunters in Michigan prioritize shooting bucks over managing doe populations. The DNR's regulations are often criticized by hunters for being ineffective. There is a desire among some hunters for antler point restrictions to improve deer quality. Hunters express frustration over the DNR's management strategies and regulations. The conversation highlights the need for better deer management practices in Michigan. Comparisons are made between Michigan's hunting regulations and those of other states like Iowa and Kansas. The podcast emphasizes the importance of understanding deer demographics for effective wildlife management. States need to communicate more about deer management. Iowa has a unique deer hunting culture due to its regulations. The number of hunters impacts deer management strategies. Crossbows and tag regulations are contentious topics. Many hunters are unhappy with current regulations but feel powerless to change them. The hunting culture varies significantly between states. Youth hunters should not be restricted by antler size. Organizations play a crucial role in advocating for hunting regulations. The demand for bigger deer influences hunting practices. Personal experiences shape expectations in hunting. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of the Nine Finger Chronicles podcast, host Dan Johnson speaks with Kevin VanderPloeg about various topics related to hunting and wildlife management in Michigan. They discuss Kevin's work with the local road commission, the impact of recent tornadoes, and the challenges of managing deer populations in Michigan. The conversation delves into the cultural attitudes towards hunting, the role of the Department of Natural Resources (DNR), and the potential benefits of implementing antler point restrictions. They also compare hunting regulations and deer management strategies across different states, highlighting the complexities of wildlife conservation. In this conversation, Dan Johnson and Kevin VanderPloeg discuss the complexities of deer management and hunting regulations across various states, particularly focusing on Iowa and Michigan. They explore the challenges faced by hunters, the impact of regulations on deer populations, and the cultural differences in hunting practices. The discussion also touches on the importance of collaboration between states to improve hunting experiences and the potential changes in regulations that could benefit both hunters and deer herds. Takeaways: Kevin works for the local road commission and recently dealt with tornado cleanup. A good deer in Michigan is considered to be around 100 inches. The deer population in Michigan is skewed heavily towards does. Many hunters in Michigan prioritize shooting bucks over managing doe populations. The DNR's regulations are often criticized by hunters for being ineffective. There is a desire among some hunters for antler point restrictions to improve deer quality. Hunters express frustration over the DNR's management strategies and regulations. The conversation highlights the need for better deer management practices in Michigan. Comparisons are made between Michigan's hunting regulations and those of other states like Iowa and Kansas. The podcast emphasizes the importance of understanding deer demographics for effective wildlife management. States need to communicate more about deer management. Iowa has a unique deer hunting culture due to its regulations. The number of hunters impacts deer management strategies. Crossbows and tag regulations are contentious topics. Many hunters are unhappy with current regulations but feel powerless to change them. The hunting culture varies significantly between states. Youth hunters should not be restricted by antler size. Organizations play a crucial role in advocating for hunting regulations. The demand for bigger deer influences hunting practices. Personal experiences shape expectations in hunting. Learn more about your ad choices. Visit megaphone.fm/adchoices