Podcasts about sofr

The media obsesses over whether Powell should cut rates, but they're missing the bigger story entirely…Since 2022, the Federal Reserve has fundamentally lost its ability to control long-term interest rates - and that might be the best thing to happen to American monetary policy in decades.Joe Withrow from the Phoenician League returns to break down the most important financial shift you've never heard of: the transition from LIBOR to SOFR. While everyone argues about Fed policy, a quiet revolution has returned actual market forces to interest rate setting. The days of European banks manipulating global rates through sealed envelope submissions are over, replaced by real transactions from real institutions with real obligations.This episode examines the mechanics of interest rates, repo markets, and why Trump's demands for rate cuts might not matter as much as everyone thinks. From the $9 trillion debt rollover crisis to the geopolitical implications of monetary independence, Hans and Joe connect the dots between outdated financial instruments and your personal investment strategy.Chapters:00:00 - Intro04:05 - The five pillars and financial security foundation07:30 - Interest rates overview and Fed manipulation myths11:15 - LIBOR vs SOFR transition and why it matters14:45 - Setting aside preferences for objective analysis17:45 - Central bank money vs commercial bank money explained19:05 - LIBOR calculation method exposed22:25 - The shocking truth about rate manipulation25:45 - Ben Bernanke's "globally coordinated monetary policy"28:20 - COVID awakening and financial system skepticism29:20 - Fed funds rate mechanics and overnight lending31:10 - The $9 trillion debt rollover crisis32:20 - Powell vs Yellen: American vs globalist monetary policy35:10 - Balance sheet reduction and QE reversal36:30 - SOFR liberation from European bank control39:10 - World Economic Forum and "own nothing, be happy"40:25 - Immigration and cultural hierarchy discussion42:25 - SOFR based on actual market transactions44:30 - Repo market mechanics explained47:40 - Market forces vs manipulation in rate setting48:20 - Baseball card analogy for repo transactions52:00 - 10-year treasury as global risk-free rate53:30 - Market forces returning to long-term rates54:40 - Powell's rate cuts and opposite market reaction57:25 - Stephen Moran appointment and dollar devaluation strategy59:30 - Manufacturing reshoring and central planning concerns01:01:15 - Federal Reserve independence vs political control01:03:25 - Board of Governors structure and 14-year terms01:04:55 - Rate policy and asset price manipulation01:07:10 - Phoenician League membership and strategy sessions01:11:15 - Low stress trading strategy integration01:15:50 - Closing thoughts and next stepsKey Takeaways:- LIBOR was manipulated by 17 banks submitting sealed envelope "guesses" with no binding obligations- SOFR is based on actual overnight lending transactions between real institutions- This shift has fundamentally severed the Fed's control over long-term interest rates- Powell's 1% rate cut in 2024 caused long-term rates to go UP, proving the new dynamic- Fed only controls short-term rates (up to 2 years) through the Fed funds rate- Traditional "refinance when rates drop" assumptions no longer reliableGot Questions? Reach out to us at info@remnantfinance.com or book a call at https://remnantfinance.com/calendar!Visit https://remnantfinance.com for more informationLow Stress Trading: https://remnantfinance.com/optionsPhoenician League: membership.phoenicianleague.comFOLLOW REMNANT FINANCEYoutube: @RemnantFinance (https://www.youtube.com/@RemnantFinance)Facebook: @remnantfinance (https://www.facebook.com/profile?id=61560694316588)Twitter: @remnantfinance (https://x.com/remnantfinance)TikTok: @RemnantFinanceDon't forget to hit LIKE and SUBSCRIBE

There were several key points from Jay Powell's speech at Jackson Hole which everyone seems to have missed. The market picked up on them, however, with SOFR futures reacting by pushing its inversion deeper and further out, now early 2027. What Chair Powell meant under everything he said was he finally gets the big Beveridge risk.  Eurodollar University's conversation w/Steve Van Metre------------------------------------------------------------------------------------I'm excited to share something I've negotiated for you guys: you can now get a Glint Card for FREE (normally $10) just by registering with my code ‘SNIDER' or filling out the form on the page I've linked below.All the details and more about Glint are at https://partner.glintpay.com/eurodollar/. Don't miss out!------------------------------------------------------------------------------------Chair Powell's Jackson Hole Speechhttps://www.federalreserve.gov/newsevents/speech/files/powell20250822.pdfhttps://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDUThis video was sponsored by Glint. Graphic representations of value are for illustrative purposes only. The Glint Debit card is issued by Sutton Bank, Member FDIC. The sale, purchase and storage of precious metals are offered by Glint, and not Sutton Bank. Your investment in precious metals through Glint is:-Not insured by the FDIC.-Not a deposit or other obligation of, or guaranteed by, Sutton Bank.-Subject to investment risks, including the possible risk of loss of the principal amount invested.All investments involve risk, including possible loss of principal. The value of precious metals is affected by many economic factors, including but not limited to the current market price, demand, perceived scarcity, and quality of the precious metal.  Precious metals can increase or decrease in value. Past performance is not a guarantee of future results. As such, investing in precious metals may not be suitable for everyone.Glint Pay Inc. is a U.S. based authorized Card Program Manager, not a bank. Banking services are provided by our partner Sutton Bank, Member FDIC. Glint Pay Inc. employs effective Anti-Money Laundering (AML), Countering the Financing of Terrorism (CFT), and fraud prevention systems and controls to mitigate and combat risks.Eurodollar University's Money & Macro Analysishttps://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

 It's In the News.. a look at the top headlines and stories in the diabetes community. This week's top stories: cancer reserach may lead to T1D treatment, GLP-1 oral pill moves forward, Tandem pharmacy moves, Medtronic-Abbott sensor unveield, parents of kids with T1D see income drop, Mannkind submits Afrezza for pediatrics, diabetes scholarships and more! Find out more about Moms' Night Out  Please visit our Sponsors & Partners - they help make the show possible! Learn more about Gvoke Glucagon Gvoke HypoPen® (glucagon injection): Glucagon Injection For Very Low Blood Sugar (gvokeglucagon.com) Omnipod - Simplify Life Learn about Dexcom   Check out VIVI Cap to protect your insulin from extreme temperatures The best way to keep up with Stacey and the show is by signing up for our weekly newsletter: Sign up for our newsletter here Here's where to find us: Facebook (Group) Facebook (Page) Instagram Twitter Check out Stacey's books! Learn more about everything at our home page www.diabetes-connections.com  Reach out with questions or comments: info@diabetes-connections.com Episode transcription with links:   Hello and welcome to Diabetes Connections In the News! I'm Stacey Simms and every other Friday I bring you a short episode with the top diabetes stories and headlines happening now. XX Cornell researchers have developed an implant system that can treat type 1 diabetes by supplying extra oxygen to densely packed insulin-secreting cells, without the need for immunosuppression. The system could also potentially provide long-term treatment for a range of chronic diseases. This lab has produced previous implantable devices that have proved effective in controlling blood sugar in diabetic mice, but they can only last so long. "It's the proof of concept. We really proved that oxygenation is important, and oxygenation will support high cell-density capsules," Tempelman said. "The capsules are immune protective and last for a long time without having some kind of fouling of the membrane. The body never likes it when you put a foreign substance in. So that's the engineering in the Ma Lab, to look for materials and coatings for the materials that are immune protective, but also don't invoke excess response from the body because of the material." The next step will be to implant the system in a pig model, and also test it with human stem cells. The researchers are interested in eventually trying to use the system for implanting different cell types in humans for long-term treatment of chronic diseases, according to Tempelman, who is CEO of Persista Bio Inc., a new startup she founded with Ma and Flanders that is licensing these technologies. https://medicalxpress.com/news/2025-08-implant-diabetes-oxygenating-insulin-cells.html XX Mayo Clinic cancer research may be big news for T1D. After identifying a sugar molecule that cancer cells use on their surfaces to hide from the immune system, the researchers have found the same molecule may eventually help in the treatment of type 1. Cancer cells use a variety of methods to evade immune response, including coating themselves in a sugar molecule known as sialic acid. The researchers found in a preclinical model of type 1 diabetes that it's possible to dress up beta cells with the same sugar molecule, enabling the immune system to tolerate the cells. The findings show that it's possible to engineer beta cells that do not prompt an immune response   In the preclinical models, the team found that the engineered cells were 90% effective in preventing the development of type 1 diabetes. The beta cells that are typically destroyed by the immune system in type 1 diabetes were preserved.     https://newsnetwork.mayoclinic.org/discussion/mayo-clinic-researchers-find-sugar-coating-cells-can-protect-those-typically-destroyed-in-type-1-diabetes/ XX A daily pill may be as effective in lowering blood sugar and aiding weight loss in people with Type 2 diabetes as the popular injectable drugs Mounjaro and Ozempic, according to results of a clinical trial announced by Eli Lilly on Thursday morning.   The drug, orforglipron, is a GLP-1, a class of drugs that have become blockbusters because of their weight-loss effects. But the GLP-1s on the market now are expensive, must be kept refrigerated and must be injected. A pill that produces similar results has the potential to become far more widely used, though it is also expected to be expensive.   Lilly said it would seek approval from the Food and Drug Administration later this year to market orforglipron for obesity and early in 2026 for diabetes. https://www.nytimes.com/2025/04/17/health/pill-glp-1-eli-lilly.html XX Use of diabetes technology has dramatically increased and glycemic control has improved among people with type 1 diabetes (T1D) in the US over the past 15 years, but at the same time, overall achievement of an A1c level < 7% remains low and socioeconomic and racial disparities have widened. These findings came from an analysis of national electronic health records of nearly 200,000 children and adults with T1D by Michael Fang, PhD, of the Department of Epidemiology, Johns Hopkins Bloomberg School of Public Health, Baltimore, and colleagues. The study was published online on August 11, 2025, in JAMA Network Open. Use of continuous glucose monitors (CGMs) increased substantially from 2009-2011 to 2021-2023, from less than 5% in both children and adults to more than 80% and over half, respectively. While A1c levels did drop over the 15 years, just 1 in 5 children and slightly over a quarter of adults achieved a level < 7%. The average A1c level stayed above 8%, with ethnic minorities and low-income patients seeing the smallest gains.       https://www.medscape.com/viewarticle/diabetes-tech-use-rise-a1c-reductions-still-lag-2025a1000lc9 XX Inflammation may predict how well people with diabetes respond to depression treatment, and the effects differ dramatically between type 1 and type 2 diabetes. Diabetes and depression often appear together. Indeed, depression is more than three times more prevalent in people with type 1 diabetes (T1D) and nearly twice as prevalent in people with type 2 diabetes (T2D). When they appear together, treatment for depression can vary widely. In a new study, researchers from the German Diabetes Center (DDZ), the Research Institute of the Diabetes Academy Mergentheim (FIDAM), and the German Center for Diabetes Research (DZD) investigated how inflammation in the body relates to improvement in depression symptoms in people with T1D and T2D. The researchers combined data from three previous German randomized clinical trials that aimed to reduce elevated depressive symptoms and diabetes distress in people with type 1 or type 2 diabetes. Diabetes distress is characterized by feelings of overwhelm, frustration, guilt and worry about diabetes management and its potential complications. A total of 332 participants with T1D and 189 with T2D who had completed both a baseline and 12-month follow-up examination were included in the present study. Measures included depression using the Center for Epidemiological Studies Depression scale (CES-D), blood tests for 76 inflammatory biomarkers, and symptoms broken down into cognitive-affective (e.g., feeling hopeless), somatic (e.g., poor sleep, fatigue), and anhedonia (loss of pleasure) clusters.   After adjusting for factors like age, body mass index (BMI), diabetes duration, cholesterol, and co-existing illnesses, the researchers found that in patients with T1D, higher baseline inflammation was linked to smaller improvements in depression. Inflammation seemed to be more connected to physical/somatic symptoms in T1D patients. In those with T2D, higher baseline inflammation was linked to greater improvements in depression. For these patients, the effect was strongest for cognitive-affective and anhedonia – so, emotional and motivational – symptoms.   The researchers weren't sure what caused the difference between T1D and T2D, but they suggest it might be due to the different forms of immune activation seen in each condition. That is, autoimmune processes in type 1 and metabolic inflammation in type 2. https://newatlas.com/health-wellbeing/inflammation-diabetes-depression-treatment/ XX Parents of children diagnosed with type 1 diabetes suffer an income drop in the years following the diagnosis. The impact is more pronounced in mothers, especially mothers of children diagnosed in preschool years. And these findings come from a European study.. not the US. Previous research has shown that parents of children with type 1 diabetes are at increased risk of stress-related symptoms and may need to reduce their working hours. "In our study, we observed reduced parental work-related incomes in the years following the child's type 1 diabetes diagnosis. The drop was larger in mothers than in fathers. Since mothers earned significantly less than fathers in absolute terms, even before the child fell ill, the relative drop in mothers was 6.6% the year following diagnosis compared to 1.5% in fathers. We further note the greatest impact on work-related incomes in mothers of children diagnosed at preschool age," says Beatrice Kennedy, physician at the Endocrine and Diabetes unit at Uppsala University Hospital and Associate Professor of Medical Epidemiology at Uppsala University, who led the study. This is a huge study, builds on data from national population and health registers and the Swedish Child Diabetes Register (Swediabkids). The study includes the parents of more than 13,000 children diagnosed with type 1 diabetes in Sweden in 1993−2014, as well as more than half a million parents in the general population who have children not diagnosed with diabetes.   The researchers observed that the maternal pension-qualifying incomes (a composite outcome including work-related income and societal benefits) initially increased after the child's diagnosis. This was attributable to mothers applying for the parental care allowance from the Swedish Social Insurance Agency. The parental care allowance was intended to compensate for disease-related loss of work-related income and contribute toward disease-specific costs.   When the research team investigated long-term effects in mothers, they found that the pension-qualifying incomes gradually decreased after eight years, and had not recovered by the end of follow-up − 17 years after the children were diagnosed. https://www.news-medical.net/news/20250811/Mothers-face-greater-financial-impact-following-childe28099s-type-1-diabetes-diagnosis.aspx XX The U.S. Department of Justice has reached a settlement with Metro Nashville Public Schools after allegations that the district violated the Americans with Disabilities Act.   The parents of a student at the Ross Early Learning Center requested that the school monitor their child's glucose monitor. Investigators found the school refused to do so, despite the child's Type 1 Diabetes diagnosis.   As part of the settlement, MNPS agreed to change its policies to allow the use of these devices, ensure trained staff can monitor them throughout the entire school day and at school activities, and improve communication with parents. https://www.wsmv.com/2025/08/12/metro-nashville-public-schools-settles-allegations-it-discriminated-against-students-with-diabetes/ XX Modular Medical has unveiled Pivot, its next-generation insulin patch pump technology aimed at simplifying diabetes care. The company announced its new pump for “almost-pumpers” at the Association of Diabetes Care & Education Specialists (“ADCES”) Conference in Phoenix, Arizona this weekend. It aims for Pivot to target adults with a user-friendly, affordable design.   Modular Medical's current pump, the MODD1, won FDA clearance nearly a year ago. It features new microfluidics technology to allow for the low-cost pumping of insulin. The system has a reservoir size of 300 units/3mL. Users can monitor the pump activity with their cell phone and do not require an external controller. The pump uses a provided, single-use, disposable battery.   The company announced recently that it validated its insulin pump cartridge line for human-use production in the U.S. Days later, it reported the first human use of the MODD1 pump.   Now, it has taken the next steps with the debut of a next-gen pump, set for FDA submission in October.   Modular Medical also gamifies diabetes care The company also said ADCES is the place where it will showcase the first playable level of its new Pivot pump gamified trainin module. Level Ex, a developer of medical games, develops the module.   Modular Medical said gamification offers a way to make medical training more effective and efficient while improving information retention. Given the complexity in pump uptake, the company hopes to provide an easy way to bring its technology to clinicians and patients.   The company expects to have training modules available at the same time as the pump's planned launch in 2026.   “Level One is free because diabetes mastery shouldn't come with a price tag,” Sam Glassenberg, CEO of Level Ex, said. “Modular Medical is breaking barriers too – bringing pump therapy to more people through smart, accessible design. Together, we intend to make diabetes management simpler and more inclusive.   “People learn best through play – and we believe they want to learn about insulin pumps the same way. In Level One, players aren't just mastering diabetes management through gameplay – they're asking to ‘play' with pumps: to explore how they work, understand their benefits, and build confidence before using them in real life. Our partnership with Modular Medical helps make that possible.” https://www.drugdeliverybusiness.com/modular-medical-unveils-next-gen-insulin-pump/ XX On Tuesday, 12 August 2025, Tandem Diabetes Care (NASDAQ:TNDM) presented at the Canaccord Genuity's 45th Annual Growth Conference, outlining strategic shifts and market focus. The company highlighted its plans for commercial transformation in the U.S. and expansion in international markets, alongside addressing competitive challenges and regulatory impacts. While optimistic about growth in Outside the U.S. (OUS) markets, Tandem is navigating a more competitive landscape domestically. We have entered into the pharmacy channel with Mobi only. And so as Mobi's been building up volume, we're getting experience and we're really learning and understanding what pharmacy offers to us. And the proof points have proved out the thesis I said earlier, which is it can really reduce that barrier for patients, is the out of pocket cost. And so we've decided to accelerate our strategy and where we were starting just with Mobi, we are now moving t slim supplies into the pharmacy channel, and that will kick into gear in the fourth quarter. So as people are looking at the cadence of sales for the remainder of the year with this reframing, many folks are seeing what looks like a a might be an outsized fourth quarter and and having trouble understanding those dynamics. We'll be adding the tSIM supplies to those contracts. We also have more coverage. We will have it in the coming weeks effective this year, so we will be increasing that 30% rate before the end of the year. And then, obviously, everyone's in the same cycle right now already negotiating and discussing their 2026 coverage. And so 30% is the floor.   We do expect to continue to grow that coverage in the coming years, and ultimately have a much broader access. Absolutely. It's an exciting technology that allows for us to have an infusion set that extends the wear time from three days to up to seven days. So we're able to use that as part of an independent infusion set, which would then be used with the t slim and with the mobi pump today. But we're also using that same technology as part of the site that's used for mobi when you use it with a tubeless cartridge. So next year, we will launch Mobi in a patch configuration.   It uses the same pump that's available today, but by using a modified cartridge, you're able to wear it as a patch pump. So one of the things we announced on the call is that we're using this extended wear technology as part of that site. So what it allows you to do is to change the portion that you wear in your skin separate from the timing of when you change the insulin cartridge. So it allows for that extended wear time, reduction of burden to the patient, which is especially important for higher volume insulin users as we expand into type two. So from here, we will launch the extended wear site next year along with we'll do a separate regulatory filing for the cartridge portion for Mobi that includes this extended wear technology as a predicate device. So that's another filing that we'll need to do, but we have the clearance today for the independent infusion set, but we'll file another five ten k for use of the extended wear technology as part of the tubeless Mobi feature. https://za.investing.com/news/transcripts/tandem-diabetes-at-canaccord-conference-strategic-shifts-and-market-focus-93CH-3834464 XX MannKind today announced a significant regulatory submission and a large financing agreement with Blackstone. The company submitted its lead inhaled insulin product for expanded FDA approval and secured $500 million in funding, it said.   First, the Danbury, Connecticut-based company announced that it submitted a supplemental Biologics License Application (sBLA) for Afrezza, its inhaled insulin product, in the pediatric population.   MannKind Director of Medical and Scientific Engagement Joanne Rinker, MS, RDN, BC-ADM, CDCES, LDN, FADCES, told Drug Delivery Business News at ADA 2025 that a submission was on the way for children and adolescents aged 4-17 years old. Further data shared at ADA found Afrezza both safe and effective in that age range.   Afrezza is a fast-acting insulin formulation delivered through an inhaler device. MannKind engineered the mechanical inhaler device to slowly bring powder into the lung. A small compartment opens for the insertion of the insulin cartridge, then the user closes it. The only other component is a mouthpiece for the sake of cleanliness. Then, the inhalation takes just two seconds. It requires no electronics or extra components.   The company expects a review acceptance decision early in the fourth quarter of 2025.   “The submission of our supplemental Biologics License Application (sBLA) for Afrezza in pediatric patients is a meaningful milestone for MannKind and people living with diabetes,” said Michael Castagna, CEO of MannKind Corporation.   Additional funding provides a significant boost for MannKind MannKind also announced a strategic financing agreement with funds managed by Blackstone worth up to $500 million. The financing provides MannKind with non-dilutive capital to advance its short- and long-term growth strategies.   This senior secured credit facility includes a $75 million initial term loan funded at closing. It then has a $125 million delayed draw term loan available for the next 24 months. Finally, it features an additional $300 million uncommitted delayed draw term loan available at the mutual consent of MannKind and Blackstone.   The facility bears interest at a calculated SOFR variable rate plus 4.75% and matures in August 2030.   “This strategic financing significantly increases our operating flexibility and provides us substantial access to non-dilutive capital on favorable terms, complementing our strong cash position,” said Castagna. “The funding will support the expansion of our commercial team in preparation for the anticipated launch of the pediatric indication for Afrezza, if approved, continued pipeline advancement, potential business development opportunities, and general corporate purposes. Partnering with the Blackstone team on this transaction positions us to accelerate our next phase of growth and innovation.” https://www.drugdeliverybusiness.com/mannkind-fda-submission-pediatrics-500m-blackstone/ XX   Medtronic MiniMed Abbott Instinct Sensor [Image from Medtronic Diabetes on LinkedIn] The Medtronic Diabetes business today took to social media to share an early preview of a new integrated Abbott sensor for its insulin delivery systems. Medtronic Diabetes — soon to be MiniMed after its planned separation from the medtech giant – said in the post that the new sensor specifically designed for its own systems is called “Instinct.”   “Get a sneak peek at what's coming next: the Instinct sensor,” the business unit's account wrote. “Made by Abbott, the Instinct sensor is designed exclusively for MiniMed systems. We'll share more details about the Instinct sensor when it's commercially available.”   The sensor, built on the Abbott FreeStyle Libre platform, reflects “the power of the partnership,” Abbott EVP, Diabetes Care, Chris Scoggins, told Drug Delivery Business News earlier this year.   Medtronic and Abbott — two of the largest diabetes tech companies in the world — announced a year ago that they entered into a global partnership pairing Abbott continuous glucose monitors (CGMs) with Medtronic insulin delivery systems.   The partnership aims to collaborate on a system based on Abbott's FreeStyle Libre CGMs with Medtronic's automated insulin delivery technology (the latest generation being the MiniMed 780G) and smart insulin pen systems, such as the InPen system.   Read more about Medtronic, Abbott and the rest of the diabetes tech industry in our free Diabetes Technology Special Report. Medtronic's systems previously used its own CGMs, such as the Guardian 4 and the Simplera platform, and the company intends to continue using those systems as part of a comprehensive CGM portfolio. Under the companies' agreement, the systems would be sold exclusively by Medtronic — including the Abbott CGM.   The companies brought the partnership a step further in April when Medtronic announced the submission of an interoperable pump with the Abbott sensor technology to the FDA. They plan to share more details following the expected FDA clearance, which remains pending.   Management also recently emphasized the multi-year nature of the partnership, meaning Medtronic could pair current and future pumps with other Abbott sensors in the future. That could hint at integration with the company's future dual glucose-ketone monitor, as a number of pump makers have already announced collaborations to pair their systems with the sensor once it hits the market. https://www.drugdeliverybusiness.com/medtronic-diabetes-previews-abbott-sensor-minimed/ XX Governor Glenn Youngkin joined Civica officials at the company's Petersburg manufacturing facility to announce a $3 million grant from the Commonwealth of Virginia to accelerate Civica's efforts to develop and produce affordable insulin for Americans living with diabetes.   CivicaRx Logo   "We are proud to partner with Civica in their mission to make essential medicines more accessible," said Governor Youngkin. "This investment reflects our belief in the power of public-private collaboration to improve lives and strengthen communities."   These funds will support the production of insulin aspart, a rapid-acting human insulin analog used to regulate blood sugar in adults and children with diabetes. Civica plans to produce both rapid- and long-acting insulins at its state-of-the-art manufacturing facility in Petersburg, Va., where the company now employs more than 200 skilled workers.1 Over 8 million people living with diabetes need rapid-acting and/or long-acting insulin.   The Governor also announced that he had officially proclaimed August 7 – 14 2025 'Life Sciences Week' demonstrating the Commonwealth's commitment to "accelerating the advancement of the life sciences through public-private partnerships, STEM education, workforce development, and sustained investment in research and development."   "We are grateful for the Commonwealth's support," said Ned McCoy, Civica's President and CEO. "This funding will help us move closer toward our goal of ensuring that no one has to choose between insulin and other basic needs."   Civica and Virginia officials were joined by Lynn Starr, Chief Global Advocacy Officer of Breakthrough T1D, the leading global type 1 diabetes research and advocacy organization.   "More than one million American adults live with type 1 diabetes, and many still, sadly, ration their insulin, due to the prohibitively high cost of this necessary medication," said Starr.  "Civica's work will help to make insulin more affordable for people across the country."   Breakthrough T1D is among more than two dozen organizations and philanthropists, along with the states of Virginia and California, that have partnered with Civica to support the development of affordable insulins.   Civica's insulin initiative aims to provide patients with predictable, transparent pricing — no more than $30 per vial or $55 for a box of five pens — regardless of insurance status.   About Civica Civica is a nonprofit pharmaceutical company established to address drug shortages. It was founded by a group of U.S. health systems and philanthropies who, after more than a decade of chronic shortages, recognized that the market was not self-correcting and that a different approach is required. Civica works to deliver a safe, stable, and affordable supply of essential medicines to U.S. patients.   Media Contact: Liz Power liz.power@civicarx.org +1 860 501 3849 https://cbs4indy.com/business/press-releases/cision/20250807NY46213/governor-glenn-youngkin-announces-3-million-grant-to-support-civicas-affordable-insulin-programs/ XX If you or someone you love is living with diabetes, you already know the fight isn't just medical—it's financial, too. Between daily supplies, doctor visits, and long-term care, the cost of managing type 1 or type 2 diabetes can be overwhelming. Add college or trade school into the equation, and suddenly staying healthy competes with building a future. That's where scholarships for students with diabetes—like Beyond Scholars and others listed here—step in.   Whether you're headed to a university, a two-year college, or a hands-on trade program, these opportunities were created to ease the load.   Scholarships for students with diabetes Beyond Scholars (from Beyond Type 1): $10,000 for recently graduated high school seniors with type 1 diabetes or type 2 diabetes entering college or trade school. This is one of the largest needs-based diabetes scholarships in the United States. This year, awardees will also receive 6 months of wellness coaching through Risely Health.   Applications open: July 25, 2025 Deadline: August 29, 2025 Winners announced: October 2025 https://beyondtype1.org/beyond-scholars-diabetes-scholarships-college-trade-school/ XX Nick Jonas and Kyle Rudolph are using their platforms for a good cause.   On Tuesday, Aug. 12, the singer and the former NFL tight end (via his professional fundraising platform Alltroo) announced they're teaming up to launch a rally featuring a fan-coveted prize: a custom 2025 Volkswagen ID. Buzz electric bus that the Jonas Brothers have brought along for their 20th anniversary tour.   “Ten years ago, we hit the road with a goal to change what it means to live with diabetes. Since then, Beyond Type 1 has grown into the world's largest digital diabetes community, offering the tools, education, and peer support needed to not only survive but thrive with diabetes,” Jonas, who co-founded Beyond Type 1 (a nonprofit that advocates for those living with diabetes), says in a statement.     “We've challenged stigma, built community, provided life-saving resources, and collectively driven global innovation toward prevention and cure. This milestone is a moment to rally even more support for our mission, and partnering with Alltroo helps us do that in a powerful, engaging way.”   Related Stories Nick Jonas on Managing His Diabetes: 'The Mental and Emotional Health Aspect Is Really Important' nick jonas Nick Jonas Says He Was Diagnosed with Diabetes After Joe Told Their Parents: 'Something's Really Wrong' Joe Jonas and Nick Jonas attend the amfAR Cannes Gala 30th edition at Hotel du Cap-Eden-Roc on May 23, 2024 For Rudolph, the campaign is about "celebrating Beyond Type 1's incredible work over the past decade, and standing behind their vision of a world where everyone with diabetes — or at risk of it — has access to the knowledge, care and support needed for early diagnosis and lifelong health."   While the rally is live on Alltroo.com, fans can also scan QR codes available at all 36 Jonas Brothers concert stops to enter for a chance to win the electric bus. (A winner will be selected on November 14, which is World Diabetes Day.)   Jonas, 32, has long been open about his Type 1 diabetes diagnosis at 13 years old. "I had this kind of wrench thrown into things when I was diagnosed and it took a while to figure out how to count carbs to properly dose for insulin and what things would affect me in different ways," he previously told PEOPLE.   "When I was first diagnosed, I was sitting in the hospital and was scared to death, honestly, while I was learning about how to manage this new thing I was dealing with," Jonas recalled. "It would have been amazing to have someone to look at at that time to say, oh, this is a person living with it and they're following their dreams. They're doing what they want to do with their lives and not letting it slow them down."           https://people.com/nick-jonas-kyle-rudolph-launch-fan-rally-diabetes-awareness-11788684

The JGB curve isn't behaving the way it "should", nor is that behavior universal to the entire curve. Not only that, similar patterns are playing out in US$ forward markets like term SOFR futures. Each of these curves are pricing therefore predicting the same general set of future outcomes, and, wildly enough, enormous difficulties in figuring out how and when to get there because of the same reason. Eurodollar University's conversation w/Steve Van Metre********If you are in any way interested in precious metals,  you need to see what today's video sponsor, Monetary Metals, is doing with them at the link below: http://www.monetary-metals.com/Snider/********https://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

Çdo mëngjes zgjohuni me “Wake Up”, programi i njëkohshëm radio-televiziv i “Top Channel” e “Top Albania Radio”, në thelb ka përcjelljen e informacionit më të nevojshëm për mëngjesin. Në “Wake Up” gjeni leximin e gazetave, analiza të ndryshme, informacione utilitare, këmbimin valuator, parashikimin e motit, biseda me të ftuarit në studio për tema të aktualitetit, nga jeta e përditshme urbane e deri tek arti dhe spektakli si dhe personazhe interesantë. Zgjimi në “Wake Up” është ritmik dhe me buzëqeshje. Gjatë tri orëve të transmetimit, na shoqëron edhe muzika më e mirë, e huaj dhe shqiptare.

Em julho de 2025, Marília Mendonça completaria 30 anos. Ela foi a cantora brasileira mais relevante surgida neste século. Não só porque é a artista mais popular do país na era da música consumida pela internet: não é só uma questão de números. Esse podcast detalha as razões que fizeram a sofrência de Marília Mendonça entrar para a história. Você vai entender por que, daqui a anos e anos, ainda vamos lembrar dela dizendo que ninguém vai sofrer sozinho, todo mundo vai sofrer. E também um outro lado, nem tão conhecido assim: como o sofrimento causado por sua partida tão trágica e precoce mudou não só a vida de quem conviveu com a cantora, mas também os rumos da música brasileira.

Em julho de 2025, Marília Mendonça completaria 30 anos. Ela foi a cantora brasileira mais relevante surgida neste século. Não só porque é a artista mais popular do país na era da música consumida pela internet: não é só uma questão de números. Esse podcast detalha as razões que fizeram a sofrência de Marília Mendonça entrar para a história. Você vai entender por que, daqui a anos e anos, ainda vamos lembrar dela dizendo que ninguém vai sofrer sozinho, todo mundo vai sofrer. E também um outro lado, nem tão conhecido assim: como o sofrimento causado por sua partida tão trágica e precoce mudou não só a vida de quem conviveu com a cantora, mas também os rumos da música brasileira.

Em julho de 2025, Marília Mendonça completaria 30 anos. Ela foi a cantora brasileira mais relevante surgida neste século. Não só porque é a artista mais popular do país na era da música consumida pela internet: não é só uma questão de números. Esse podcast detalha as razões que fizeram a sofrência de Marília Mendonça entrar para a história. Você vai entender por que, daqui a anos e anos, ainda vamos lembrar dela dizendo que ninguém vai sofrer sozinho, todo mundo vai sofrer. E também um outro lado, nem tão conhecido assim: como o sofrimento causado por sua partida tão trágica e precoce mudou não só a vida de quem conviveu com a cantora, mas também os rumos da música brasileira.

Dados de uma pesquisa recente revelou que quase metade das narrativas de amor nas redes carregam afetos negativos.Tá todo mundo falando de amor. Mas por trás dos memes, das playlists de fossa e dos posts debochados… será que tem sofrimento de verdade?Será que o que a gente posta, na real, é o que a gente sente?A Mara diz que “o sofrimento gera angústia; a dor, ansiedade”. Esse sofrimento verdadeiro, que gera angústia e exige tempo e espaço íntimo pra ser atravessado não tem sido trocado pela sofrência performada - que circula na ordem do espetáculo, do drama e numa estética da dor em drops rápidos, editados e compartilháveis?E se a gente não sofre mais, a gente sofre de quê? Dá o play e vem com a gente — porque às vezes, rir da dor é só mais uma forma de pedir colo.Mara Guimarães: @maraguimaraespsiMarcos Galvão: @galvao.smgJúlio César: @juliocsousa

¿Cómo afectan al descanso las noches tropicales? Se lo preguntamos a la doctora Sofría Rodríguez Moroder. Carlos Espatolero habla en un monográfico de ‘De puertas al campo' de las salidas profesionales y oportunidades laborales en el sector primario. Con el investigador José Viña abordamos los los retos del envejecimiento y la importancia de evitar una vejez no satisfactoria. Además, el antropólogo Benjamín Gaya analiza los beneficios sociales de seguir celebrando el Orgullo.

Episode 98: Are We Hitting a Wall? Rising Debt, Bond Market Chaos & the Fed's Next Move In this week's episode of Drunk Real Estate, we dive into the growing storm in the debt markets and what it means for real estate investors, the U.S. economy, and interest rates going forward. With U.S. debt exploding past $36 trillion, bond auctions failing, and interest payments projected to hit $1 trillion annually, the crew breaks down what's really happening behind the headlines—and why the Fed may be nearing a breaking point. We cover: - Moody's downgrade and its message to investors - Why 20- and 30-year bonds are being rejected by the market - The Fed's balance sheet roll-off and its unintended consequences - Could a debt spiral force the Fed to reverse course on QT? - Why Japan, Germany & global forces are quietly reshaping bond demand - What the SOFR curve is telling us about long-term rates - How all of this ties back to commercial real estate, cap rates, and refinance risk This episode connects the macro puzzle pieces—from treasury stress to real estate fallout—in the way only Drunk Real Estate can.

Send us a textA beachside macro sermon on whale liquidations, a 5700 S&P play, and why Treasuries are the keystone to everything. Solana trades, SOFR action, and The Acid Capitalist's call to be volatile, be violent, be legendary. Stay acid.⬇️ Subscribe on Patreon or Substack for full episodes ⬇️https://www.patreon.com/HughHendryhttps://hughhendry.substack.comhttps://www.instagram.com/hughhendryofficialhttps://blancbleustbarts.comhttps://www.instagram.com/blancbleuofficial⭐⭐⭐⭐⭐ Leave a five star review and comment on Apple Podcasts!

Our analysts Vishy Tirupattur and Martin Tobias explain how the announcement of new tariffs and the subsequent pause in their implementation affected the bond market.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.Martin Tobias: And I'm Martin Tobias, from the U.S. Interest Rate Strategy Team.Vishy Tirupattur: Yesterday the U.S. stock market shot up quite dramatically after President Trump paused most tariffs for 90 days. But before that, there were some stresses in the funding markets. So today we will dig into what those stresses were, and what transpired, and what investors can expect going forward.It's Thursday, April 10th at 11:30am in New York.President Trump's Liberation Day tariff announcements led to a steep sell off in the global stock markets. Marty, before we dig into that, can you give us some Funding Markets 101? We hear a lot about terms like SOFR, effective fed funds rate, the spread between the two. What are these things and why should we care about this?Martin Tobias: For starters, SOFR is the secured overnight financing rate, and the effective fed funds rate – EFFR – are both at the heart of funding markets.Let's start with what our listeners are most likely familiar with – the effective fed funds rate. It's the main policy rate of the Federal Reserve. It's calculated as a volume weighted median of overnight unsecured loans in the Fed funds market. But volume in the Fed funds market has only averaged [$]95 billion per day over the past year.SOFR is the most important reference rate for market participants. It's a broad measure of the cost to borrow cash overnight, collateralized by Treasury securities. It's calculated as a volume weighted median that covers three segments of the repo market. Now SOFR volumes have averaged 2.2 trillion per day over the past year.Vishy Tirupattur: So, what you're telling me, Marty, is that the, the difference between these two rates really reflects how much liquidity stress is there, or the expectations of the uncertainty of funding uncertainty that exists in the market. Is that fair?Martin Tobias: That's correct. And to do this, investors look at futures contracts on fed funds and SOFR.Now fed funds futures reflect market expectations for the Fed's policy rate, SOFR futures reflect market expectations for the Fed policy rate, and market expectations for funding conditions. So, the difference or basis between the two contracts, isolates market expectations for funding conditions.Vishy Tirupattur: So, this basis that you just described. What is the normal sense of this? Where [or] how many basis points is the typical basis? Is it positive? Is it negative?Martin Tobias: In a normal environment over the past three years when reserves were in Abundancy, the three-month SOFR Fed funds Futures basis was positive 2 basis points. This reflected SOFR to set 2 basis points below fed funds on average over the next three months.Vishy Tirupattur: So, what happened earlier this week is – SOFR was setting above effective hedge advance rate, implying…Martin Tobias: Implying tighter funding conditions.Vishy Tirupattur: So, Marty, what actually changed yesterday? How bad did it get and why did it get so bad?Martin Tobias: So, three months SOR Fed funds tightened all the way to -4 basis points. And we think this was a reflection of investors' increased demand for cash; whether it was lending more securities outright in repo to raise cash, or selling securities outright, or even not lending excess cash in repo. This caused dealer balance sheets [to] become more congested and contributed to higher SOFR rates.Vishy Tirupattur: So, let's give some context to our listeners. So, this is clearly not the first time we've experienced stress in the funding markets. So, in previous episodes – how far did it get and gimme some context.Martin Tobias: Funding conditions did indeed tighten this week, but the environment was far from true funding stress like in 2019 and certain periods in 2020. Now, in 2019 when funding markets seized, and the Fed had to intervene and inject liquidity, three months SOFR fed funds basis averaged -9 basis points. And that compares to -4 basis points during the peak macro uncertainty this week.Vishy Tirupattur: So, Marty, what is your assessment of the state of the funding markets right now?Martin Tobias: Right. Funding conditions have tightened, but I think the environment is far from true funding stress. Thus far, the repricing has occurred because of a higher floor for funding rates and not a scarcity of reserves in the banking system.Vishy Tirupattur: So, to summarize, so the funding stress has been quite a bit earlier this week. Not as bad as the worst conditions we saw say in 2019 or during the peak COVID periods in 2020. but still pretty bad. And relative to how bad it got, today we are slightly better than what we were two days ago. Is that a fair description?Martin Tobias: Yes. That's good. Now, Vishy, what is your view on why the longer end of the bond market sold off.Vishy Tirupattur: So longer end bond markets, as you know, Marty, while safe from a credit risk perspective, do have interest rate sensitivity. So, the longer the bonds, the greater the interest rate sensitivity. So, in periods of uncertainty, such as the ones we are in now, investors prefer to be in ultra short-term funds or cash – to minimize that interest rate sensitivity of their portfolios. So, what we saw happening in some sense, we can call it dash for cash.I think we both agree that this demand for safety will persist, and we will continue to see inflows into money market funds, which you covered in your research. So, your insights Marty will be very helpful to clients as we navigate these choppy waters going forward.Thanks a lot, Marty, for joining this webcast today.Martin Tobias: Great speaking with you, Vishy,Vishy Tirupattur: And 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.DisclaimerVishy Tirupattur: Yesterday all my troubles were so far away. I believe in yesterday.

In this episode of the Options Insider Radio Network, host Mark Longo introduces the latest installment of 'The Futures Rundown.' The discussion kicks off with Raymond Grignon from Ironbeam, who offers insights into his background in futures and derivatives and details Iron Beam's role in supporting a wide range of traders. The episode explores the nuances of various futures markets, including the recent volatility in natural gas, Bitcoin, and coffee. Grignon also delves into the performance of key markets in 2024 and discusses emerging products like the 3-month SOFR and potential new crypto futures like Solana. Listener questions revolve around choosing between WTI and Brent crude, and the likelihood of more crypto futures being introduced this year. The show wraps up with a look at the week's most active futures contracts and their market implications.   01:07 Exploring the Futures Rundown 03:48 Guest Introduction: Raymond Grignon from Ironbeam 06:09 Diving into the Trading Pit 09:35 Crypto Market Insights and Trends 12:37 Market Movers: Upside and Downside 19:44 Top Futures Contracts of the Day 20:07 Interest Rate Hedging with Futures 21:10 Market Trends and Surprises 21:32 Biggest Losers of the Year 24:02 Top Gainers of the Year 25:48 Futures Free-for-All Q&A 27:09 WTI vs. Brent Crude Debate 30:18 The Future of Crypto Futures 33:56 Conclusion and Contact Information  

El lanzamiento del modelo chino de inteligencia artificial, el r1 de Deepseek, ha provocado el hundimiento de Nvidia y otros valores tecnológicos en EEUU. ¿Qué ha pasado? ¿Cuáles son las verdaderas implicaciones de Deepseek? ✍️ Este vídeo está apadrinado por Freedom24. En esta plataforma, puedes obtener por tus fondos en euros un retorno de hasta un 4,82% anual. Infórmate en: https://freedom24.club/JRRallo Retornos de la colocación de fondos a largo plazo mediante swap de valores:• 7,1% anual para fondos en USD• 4,82% anual para fondos en EUR*Los retornos la cuenta D y de las colocaciones de fondos a largo plazo son dinámicos y están vinculados a los tipos flotantes EURIBOR y SOFR. La información sobre las tarifas mencionadas es válida para la fecha de publicación del vídeo.Ten en cuenta que tu capital siempre está en riesgo. Las proyecciones y los resultados pasados no son indicadores fiables de los resultados futuros. Es esencial que realices tu propio análisis antes de realizar cualquier inversión. Si es necesario, debes buscar asesoramiento de inversión independiente por parte de un especialista certificado.Este producto es una inversión en swaps OTC y puede no ser adecuado para todos los inversores. Este producto no es un servicio bancario y no está relacionado con un depósito bancario ni con una cuenta bancaria. La capacidad de proporcionar acceso a un instrumento financiero específico está sujeta a una prueba de idoneidad. Hazte miembro en: https://plus.acast.com/s/juanrallo. Hosted on Acast. See acast.com/privacy for more information.

Entrevista sobre el inicio de la presidencia de Trump y sus amenazas de guerra comercia contra la Unión Europea. ✍️ Este vídeo está apadrinado por Freedom24. En esta plataforma, puedes obtener por tus fondos en euros un rendimiento de hasta un 4,82% anual. Infórmate en: https://freedom24.club/JRRallo Rendimientos de la colocación de fondos a largo plazo mediante swap de valores:• 7,1% anual para fondos en USD• 4,82% anual para fondos en EUR*Los rendimientos la cuenta D y de las colocaciones de fondos a largo plazo son dinámicos y están vinculados a los tipos flotantes EURIBOR y SOFR. La información sobre las tarifas mencionadas es válida para la fecha de publicación del vídeo.Ten en cuenta que tu capital siempre está en riesgo. Las proyecciones y los resultados pasados no son indicadores fiables de los resultados futuros. Es esencial que realices tu propio análisis antes de realizar cualquier inversión. Si es necesario, debes buscar asesoramiento de inversión independiente por parte de un especialista certificado.Este producto es una inversión en swaps OTC y puede no ser adecuado para todos los inversores. Este producto no es un servicio bancario y no está relacionado con un depósito bancario ni con una cuenta bancaria. La capacidad de proporcionar acceso a un instrumento financiero específico está sujeta a una prueba de idoneidad. Hazte miembro en: https://plus.acast.com/s/juanrallo. Hosted on Acast. See acast.com/privacy for more information.

La comparecencia en el Senado del secretario del Tesoro de Trump, Scott Bessent, ha servido para destapar las cartas de su política económica: menos impuestos, más sanciones internacionales y una defensa de la hegemonía del dólar. ✍️ Este vídeo está apadrinado por Freedom24. En esta plataforma, puedes obtener por tus fondos en euros un rendimiento de hasta un 4,83% anual. Infórmate en: https://freedom24.club/JRRallo Rendimientos de la colocación de fondos a largo plazo mediante swap de valores:• 7,06% anual para fondos en USD• 4,83% anual para fondos en EUR*Los rendimientos la cuenta D y de las colocaciones de fondos a largo plazo son dinámicos y están vinculados a los tipos flotantes EURIBOR y SOFR. La información sobre las tarifas mencionadas es válida para la fecha de publicación del vídeo.Ten en cuenta que tu capital siempre está en riesgo. Las proyecciones y los resultados pasados no son indicadores fiables de los resultados futuros. Es esencial que realices tu propio análisis antes de realizar cualquier inversión. Si es necesario, debes buscar asesoramiento de inversión independiente por parte de un especialista certificado.Este producto es una inversión en swaps OTC y puede no ser adecuado para todos los inversores. Este producto no es un servicio bancario y no está relacionado con un depósito bancario ni con una cuenta bancaria. La capacidad de proporcionar acceso a un instrumento financiero específico está sujeta a una prueba de idoneidad. Hazte miembro en: https://plus.acast.com/s/juanrallo. Hosted on Acast. See acast.com/privacy for more information.

El tipo de interés de la deuda pública de Reino Unido se dispara a su nivel más elevado desde 1998 mientras la libre se sigue depreciando. ¿Qué está pasando? ✍️ Este vídeo está apadrinado por Freedom24. En esta plataforma, puedes obtener por tus fondos en euros un rendimiento de hasta un 4,75% anual. Infórmate en: https://freedom24.club/JRRallo Rendimientos de la colocación de fondos a largo plazo mediante swap de valores:• 7,05% anual para fondos en USD• 4,75% anual para fondos en EUR*Los rendimientos la cuenta D y de las colocaciones de fondos a largo plazo son dinámicos y están vinculados a los tipos flotantes EURIBOR y SOFR. La información sobre las tarifas mencionadas es válida para la fecha de publicación del vídeo.Ten en cuenta que tu capital siempre está en riesgo. Las proyecciones y los resultados pasados no son indicadores fiables de los resultados futuros. Es esencial que realices tu propio análisis antes de realizar cualquier inversión. Si es necesario, debes buscar asesoramiento de inversión independiente por parte de un especialista certificado.Este producto es una inversión en swaps OTC y puede no ser adecuado para todos los inversores. Este producto no es un servicio bancario y no está relacionado con un depósito bancario ni con una cuenta bancaria. La capacidad de proporcionar acceso a un instrumento financiero específico está sujeta a una prueba de idoneidad. Hazte miembro en: https://plus.acast.com/s/juanrallo. Hosted on Acast. See acast.com/privacy for more information.

In this episode, Jonny Matthews joins the show to discuss Fed policy and its impact on yields, US productivity, and resilience in the labor market. We also delve into the Trump Administration's potential impact on markets, the outlook for US equities, and much more. Enjoy! __ Follow Jonny Matthews: https://x.com/super_macro Super Macro: https://super-macro.com/ Follow Felix: https://x.com/fejau_inc Follow Forward Guidance: https://twitter.com/ForwardGuidance Follow Blockworks: https://twitter.com/Blockworks_ Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance Forward Guidance Telegram: https://t.co/G7Ljv4x5Dp — Join us at Digital Asset Summit 2025 March 18th - 20th. Use code FG10 for 10% off general admission! https://blockworks.co/event/digital-asset-summit-2025-new-york — SKALE is the next evolution in Layer 1 blockchains with a gas-free invisible user experience, instant finality, high speed, and robust security. SKALE is built different as it allows for limitless scalability and has already saved its 46 Million users over $9 Billion in gas fees. SKALE is high-performance and cost-effective, making it ideal for compute-intensive applications like AI, gaming, and consumer-facing dApps. Learn more at skale.space and stay up to date with the gas-free invisible blockchain on X at @skalenetwork GlobalStake delivers institutional-grade staking with self-owned, SOC2-certified bare-metal infrastructure, carbon-negative operations, and comprehensive security. Enjoy competitive pricing, decentralized operations, and slashing insurance backed by top-rated carriers. Learn more at globalstake.io — Timestamps: (00:00) Introduction (01:11) No Recession Call (04:04) Fed Meeting (06:43) Fed Policy & Era Of Higher Rates (10:27) US Vs Global Productivity (14:27) Global Growth Outlook (17:12) Inflation Overview (22:35) Income & Consumption Disparities (25:36) Impact Of Fed Policy (29:20) Ads (30:33) Labor Market Overview (35:42) Trump's Potential Immigration Policy (38:12) Fading DOGE, Deregulation, & Tariffs (40:25) SOFR, Term Premium, & Central Bank Policy (47:42) Risk Assets & US Equities (50:52) Fed Gilt Crisis Moment? (52:33) Alternative Assets (55:05) Euro & US Dollar (57:10) Learn More About Jonny's Work __ Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

Nuevo sablazo del gobierno a los trabajadores españoles: a partir de 2025, los salarios más elevados comenzarán a pagar la llamada "cuota de solidaridad", un nuevo impuesto para mantener a flote el deficitario sistema público de pensiones.✍️ Este vídeo está apadrinado por Freedom24. En esta plataforma, puedes obtener por tus fondos en euros un rendimiento de hasta un 4,81% anual. Infórmate en: https://freedom24.club/JRRallo Rendimientos de la colocación de fondos a largo plazo mediante swap de valores:• 7,21% anual para fondos en USD• 4,81% anual para fondos en EUR*Los rendimientos la cuenta D y de las colocaciones de fondos a largo plazo son dinámicos y están vinculados a los tipos flotantes EURIBOR y SOFR. La información sobre las tarifas mencionadas es válida para la fecha de publicación del vídeo.Ten en cuenta que tu capital siempre está en riesgo. Las proyecciones y los resultados pasados no son indicadores fiables de los resultados futuros. Es esencial que realices tu propio análisis antes de realizar cualquier inversión. Si es necesario, debes buscar asesoramiento de inversión independiente por parte de un especialista certificado.Este producto es una inversión en swaps OTC y puede no ser adecuado para todos los inversores. Este producto no es un servicio bancario y no está relacionado con un depósito bancario ni con una cuenta bancaria. La capacidad de proporcionar acceso a un instrumento financiero específico está sujeta a una prueba de idoneidad. Hazte miembro en: https://plus.acast.com/s/juanrallo. Hosted on Acast. See acast.com/privacy for more information.

Tertulia entre Juan Ramón Rallo, Óscar García (Visualpolitik) y Gustavo Martínez sobre oportunidades y riesgos de inversión en los mercados financieros en este nuevo año 2025. Modera Héctor Chamizo. ✍️ Esta tertulia está apadrinada por Freedom24. En esta plataforma, puedes obtener por tus fondos en euros un rendimiento de hasta un 5,18% anual. Infórmate en: https://freedom24.club/JRRallo Rendimientos de la colocación de fondos a largo plazo mediante swap de valores:• 7,26% anual para fondos en USD• 4,72% anual para fondos en EUR*Los rendimientos la cuenta D y de las colocaciones de fondos a largo plazo son dinámicos y están vinculados a los tipos flotantes EURIBOR y SOFR. La información sobre las tarifas mencionadas es válida para la fecha de publicación del vídeo.Ten en cuenta que tu capital siempre está en riesgo. Las proyecciones y los resultados pasados no son indicadores fiables de los resultados futuros. Es esencial que realices tu propio análisis antes de realizar cualquier inversión. Si es necesario, debes buscar asesoramiento de inversión independiente por parte de un especialista certificado.Este producto es una inversión en swaps OTC y puede no ser adecuado para todos los inversores. Este producto no es un servicio bancario y no está relacionado con un depósito bancario ni con una cuenta bancaria. La capacidad de proporcionar acceso a un instrumento financiero específico está sujeta a una prueba de idoneidad. Hazte miembro en: https://plus.acast.com/s/juanrallo. Hosted on Acast. See acast.com/privacy for more information.

Jano García, autor de "El triunfo de la estupidez", nos habla de la amenaza que supone el Estado democrático contra las libertades individuales.✍️ Esta entrevista está apadrinada por Freedom24. En esta plataforma, puedes obtener por tus fondos en euros un rendimiento de hasta un 5,18% anual. Infórmate en: https://freedom24.club/JRRallo Rendimientos de la colocación de fondos a largo plazo mediante swap de valores:• 7,26% anual para fondos en USD• 4,72% anual para fondos en EUR*Los rendimientos la cuenta D y de las colocaciones de fondos a largo plazo son dinámicos y están vinculados a los tipos flotantes EURIBOR y SOFR. La información sobre las tarifas mencionadas es válida para la fecha de publicación del vídeo.Ten en cuenta que tu capital siempre está en riesgo. Las proyecciones y los resultados pasados no son indicadores fiables de los resultados futuros. Es esencial que realices tu propio análisis antes de realizar cualquier inversión. Si es necesario, debes buscar asesoramiento de inversión independiente por parte de un especialista certificado.Este producto es una inversión en swaps OTC y puede no ser adecuado para todos los inversores. Este producto no es un servicio bancario y no está relacionado con un depósito bancario ni con una cuenta bancaria. La capacidad de proporcionar acceso a un instrumento financiero específico está sujeta a una prueba de idoneidad. Hazte miembro en: https://plus.acast.com/s/juanrallo. Hosted on Acast. See acast.com/privacy for more information.

Continuamos con la serie de vídeos sobre finanzas personales estudiando los fundamentos del asset allocation (asignación de activos). ¿Por qué es imprescindible que planifiques tus finanzas personales? ✍️ Este vídeo está apadrinado por Freedom24. En esta plataforma, puedes obtener por tus fondos en euros un rendimiento de hasta un 5,18% anual. Infórmate en: https://freedom24.club/JRRallo Rendimientos de la colocación de fondos a largo plazo mediante swap de valores:• 7,26% anual para ahorros en USD• 4,72% anual para ahorros en EUR*Los rendimientos la cuenta D y de las colocaciones de fondos a largo plazo son dinámicos y están vinculados a los tipos flotantes EURIBOR y SOFR. La información sobre las tarifas mencionadas es válida para la fecha de publicación del vídeo.Ten en cuenta que tu capital siempre está en riesgo. Las proyecciones y los resultados pasados no son indicadores fiables de los resultados futuros. Es esencial que realices tu propio análisis antes de realizar cualquier inversión. Si es necesario, debes buscar asesoramiento de inversión independiente por parte de un especialista certificado.Este producto es una inversión en swaps OTC y puede no ser adecuado para todos los inversores. Este producto no es un servicio bancario y no está relacionado con un depósito bancario ni con una cuenta bancaria. La capacidad de proporcionar acceso a un instrumento financiero específico está sujeta a una prueba de idoneidad. Hazte miembro en: https://plus.acast.com/s/juanrallo. Hosted on Acast. See acast.com/privacy for more information.

Tertulia con Daniel Baeza sobre el funcionamiento del sistema financiero moderno. ¿Quién es el responsable de crear la inflación? ¿Puede la Reserva Federal hacer lo que quiera con el dólar? Modera Héctor Chamizo.✍️ Este vídeo está apadrinado por Freedom24. En esta plataforma, puedes obtener por tus ahorros en euros un rendimiento de hasta un 5,18% anual. Infórmate en: https://freedom24.club/JRRallo Rendimientos del plan de ahorro a largo plazo:• 7,56% anual para ahorros en USD• 5,1% anual para ahorros en EUR*Los rendimientos la cuenta D y los planes de ahorro son dinámicos y están vinculados a los tipos flotantes EURIBOR y SOFR. La información sobre las tarifas mencionadas es válida para la fecha de publicación del vídeo.Ten en cuenta que tu capital siempre está en riesgo. Las proyecciones y los resultados pasados no son indicadores fiables de los resultados futuros. Es esencial que realices tu propio análisis antes de realizar cualquier inversión. Si es necesario, debes buscar asesoramiento de inversión independiente por parte de un especialista certificado.Este producto es una inversión en swaps OTC y puede no ser adecuado para todos los inversores. Este producto no es un servicio bancario y no está relacionado con un depósito bancario ni con una cuenta bancaria. La capacidad de proporcionar acceso a un instrumento financiero específico está sujeta a una prueba de idoneidad. Hazte miembro en: https://plus.acast.com/s/juanrallo. Hosted on Acast. See acast.com/privacy for more information.

David Gornoski sits down with Tom Luongo who offers a unique perspective on the Federal Reserve and why getting rid of it overnight might not be wise. Topics covered are the evolution of the Fed, Libor vs SOFR, the globalist capture of US government, Trump vs China, the purpose of the drone psyop, and more. Follow Tom Luongo on X here. Follow David Gornoski on X here. Visit aneighborschoice.com for more

La Reserva Federal anunció ayer que, en contra de los deseos de Donald Trump, no rebajará los tipos de interés tanto como había anunciado previamente. El dólar se encarece y la bolsa estadounidense cae ante una política monetaria más restrictiva y un cada vez más probablemente enfrentamiento entre la Fed y Trump. ✍️ Este vídeo está apadrinado por Freedom24. En esta plataforma, puedes obtener por tus ahorros en euros un rendimiento de hasta un 5,18% anual. Infórmate en: https://freedom24.club/JRRallo Rendimientos del plan de ahorro a largo plazo: • 7,56% anual para ahorros en USD • 5,1% anual para ahorros en EUR *Los rendimientos la cuenta D y los planes de ahorro son dinámicos y están vinculados a los tipos flotantes EURIBOR y SOFR. La información sobre las tarifas mencionadas es válida para la fecha de publicación del vídeo.Ten en cuenta que tu capital siempre está en riesgo. Las proyecciones y los resultados pasados no son indicadores fiables de los resultados futuros. Es esencial que realices tu propio análisis antes de realizar cualquier inversión. Si es necesario, debes buscar asesoramiento de inversión independiente por parte de un especialista certificado.Este producto es una inversión en swaps OTC y puede no ser adecuado para todos los inversores. Este producto no es un servicio bancario y no está relacionado con un depósito bancario ni con una cuenta bancaria. La capacidad de proporcionar acceso a un instrumento financiero específico está sujeta a una prueba de idoneidad. Hazte miembro en: https://plus.acast.com/s/juanrallo. Hosted on Acast. See acast.com/privacy for more information.

Entrevista del empresario José Elías a Juan Ramón Rallo sobre actualidad política y económica.✍️ Este vídeo está apadrinado por Freedom24. En esta plataforma, puedes obtener por tus ahorros en euros un rendimiento de hasta un 5,18% anual. Infórmate en: https://freedom24.club/JRRallo Tasas del plan de ahorro a largo plazo:• 7,66% anual para ahorros en USD• 5,18% anual para ahorros en EUR*Los tipos de interés de la cuenta D y los planes de ahorro son dinámicos y están vinculados a los tipos flotantes EURIBOR y SOFR. La información sobre las tarifas mencionadas es válida para la fecha de publicación del vídeo.Ten en cuenta que tu capital siempre está en riesgo. Las proyecciones y los resultados pasados no son indicadores fiables de los resultados futuros. Es esencial que realices tu propio análisis antes de realizar cualquier inversión. Si es necesario, debes buscar asesoramiento de inversión independiente por parte de un especialista certificado.Este producto es una inversión en swaps OTC y puede no ser adecuado para todos los inversores. Este producto no es un servicio bancario y no está relacionado con un depósito bancario ni con una cuenta bancaria. La capacidad de proporcionar acceso a un instrumento financiero específico está sujeta a una prueba de idoneidad. Hazte miembro en: https://plus.acast.com/s/juanrallo. Hosted on Acast. See acast.com/privacy for more information.

Alemania no crece y sus perspectivas de futuro no son halagüeñas: el Bundesbank anticipa una década de estancamiento. ¿Qué está sucediendo? ¿Tiene Alemania, y Europa, solución?✍️ Este vídeo está apadrinado por Freedom24. En esta plataforma, puedes obtener por tus ahorros en euros un rendimiento de hasta un 5,18% anual. Infórmate en: https://freedom24.club/JRRallo Tasas del plan de ahorro a largo plazo:• 7,66% anual para ahorros en USD• 5,18% anual para ahorros en EUR*Los tipos de interés de la cuenta D y los planes de ahorro son dinámicos y están vinculados a los tipos flotantes EURIBOR y SOFR. La información sobre las tarifas mencionadas es válida para la fecha de publicación del vídeo.Ten en cuenta que tu capital siempre está en riesgo. Las proyecciones y los resultados pasados no son indicadores fiables de los resultados futuros. Es esencial que realices tu propio análisis antes de realizar cualquier inversión. Si es necesario, debes buscar asesoramiento de inversión independiente por parte de un especialista certificado.Este producto es una inversión en swaps OTC y puede no ser adecuado para todos los inversores. Este producto no es un servicio bancario y no está relacionado con un depósito bancario ni con una cuenta bancaria. La capacidad de proporcionar acceso a un instrumento financiero específico está sujeta a una prueba de idoneidad. Hazte miembro en: https://plus.acast.com/s/juanrallo. Hosted on Acast. See acast.com/privacy for more information.

Welcome to our inaugural episode of The Futures Rundown brought to you by T4 Futures and Options. With your host Mark Longo and guest Carley Garner.  The Contract Specs Segment A deep dive into all things SOFR What is it Trading Hours Pricing SOFR Packs and Bundles And much more      

Elon Musk y Vivek Ramaswamy liderarán el Departamento de Eficiencia Gubernamental, promovido por Donald Trump. ¿Cuál será su objetivo? ¿Puede cambiar el curso de la historia de EEUU? ✍️ Este vídeo está apadrinado por Freedom24. En esta plataforma, puedes obtener por tus ahorros en euros hasta un 5,19% anual. Infórmate en: https://freedom24.club/JRRallo Tasas del plan de ahorro a largo plazo:• 7,59% anual para ahorros en USD• 5,19% anual para ahorros en EUR*Los tipos de interés de la cuenta D y los planes de ahorro son dinámicos y están vinculados a los tipos flotantes EURIBOR y SOFR. La información sobre las tarifas mencionadas es válida para la fecha de publicación del vídeo.Ten en cuenta que tu capital siempre está en riesgo. Las proyecciones y los resultados pasados no son indicadores fiables de los resultados futuros. Es esencial que realices tu propio análisis antes de realizar cualquier inversión. Si es necesario, debes buscar asesoramiento de inversión independiente por parte de un especialista certificado. Hazte miembro en: https://plus.acast.com/s/juanrallo. Hosted on Acast. See acast.com/privacy for more information.

Máximo histórico del precio de Bitcoin. ¿Por qué se ha revalorizado un 400% durante los últimos dos años? ✍️ Este vídeo está apadrinado por Freedom24. En esta plataforma, puedes obtener por tus ahorros en euros hasta un 5,17% anual. Infórmate en: https://freedom24.club/JRRallo Tasas del plan de ahorro a largo plazo:• 7,95% anual para ahorros en USD• 5,17% anual para ahorros en EUR*Los tipos de interés de la cuenta D y los planes de ahorro son dinámicos y están vinculados a los tipos flotantes EURIBOR y SOFR. La información sobre las tarifas mencionadas es válida para la fecha de publicación del vídeo.Ten en cuenta que tu capital siempre está en riesgo. Las proyecciones y los resultados pasados no son indicadores fiables de los resultados futuros. Es esencial que realices tu propio análisis antes de realizar cualquier inversión. Si es necesario, debes buscar asesoramiento de inversión independiente por parte de un especialista certificado. Hazte miembro en: https://plus.acast.com/s/juanrallo. Hosted on Acast. See acast.com/privacy for more information.

Tertulia entre Edgar Fernández, Luis Buceta, Juan Ramón Rallo y Héctor Chamizo. Hablamos sobre la situación de la economía y cuáles son los sectores que pueden constituir mayores oportunidades de inversión. ✍️ Este vídeo está apadrinado por Freedom24. En esta plataforma, puedes obtener por tus ahorros en euros hasta un 5,17% anual. Infórmate en: https://freedom24.club/JRRallo Tasas del plan de ahorro a largo plazo:• 7,95% anual para ahorros en USD• 5,17% anual para ahorros en EUR*Los tipos de interés de la cuenta D y los planes de ahorro son dinámicos y están vinculados a los tipos flotantes EURIBOR y SOFR. La información sobre las tarifas mencionadas es válida para la fecha de publicación del vídeo.Ten en cuenta que tu capital siempre Hazte miembro en: https://plus.acast.com/s/juanrallo. Hosted on Acast. See acast.com/privacy for more information.

Desde que la Reserva Federal bajó sus tipos de interés el pasado 18 de septiembre, el coste financiero de la deuda pública de EEUU no ha dejado de... subir. ¿Qué está pasando? ✍️ Este vídeo está apadrinado por Freedom24. En esta plataforma, puedes obtener por tus ahorros en euros hasta un 5,17% anual. Infórmate en: https://freedom24.club/JRRallo Tasas del plan de ahorro a largo plazo:• 8,08% anual para ahorros en USD• 5,17% anual para ahorros en EUR*Los tipos de interés de la cuenta D y los planes de ahorro son dinámicos y están vinculados a los tipos flotantes EURIBOR y SOFR. La información sobre las tarifas mencionadas es válida para la fecha de publicación del vídeo.Ten en cuenta que tu capital siempre está en riesgo. Las proyecciones y los resultados pasados no son indicadores fiables de los resultados futuros. Es esencial que realices tu propio análisis antes de realizar cualquier inversión. Si es necesario, debes buscar asesoramiento de inversión independiente por parte de un especialista certificado. Hazte miembro en: https://plus.acast.com/s/juanrallo. Hosted on Acast. See acast.com/privacy for more information.

El Gobierno socialista afirma que la hucha de las pensiones goza de muy buena salud. En realidad, su salud es la misma que la del sistema público de pensiones: mala y engañosa. ✍️ Este vídeo está apadrinado por Freedom24. En esta plataforma, puedes obtener por tus ahorros en euros hasta un 5,22% anual. Infórmate en: https://freedom24.club/JRRallo Tasas del plan de ahorro a largo plazo:• 7,97% anual para ahorros en USD• 5,22% anual para ahorros en EUR*Los tipos de interés de la cuenta D y los planes de ahorro son dinámicos y están vinculados a los tipos flotantes EURIBOR y SOFR. La información sobre las tarifas mencionadas es válida para la fecha de publicación del vídeo.Ten en cuenta que tu capital siempre está en riesgo. Las proyecciones y los resultados pasados no son indicadores fiables de los resultados futuros. Es esencial que realices tu propio análisis antes de realizar cualquier inversión. Si es necesario, debes buscar asesoramiento de inversión independiente por parte de un especialista certificado. Hazte miembro en: https://plus.acast.com/s/juanrallo. Hosted on Acast. See acast.com/privacy for more information.

Entrevista de Héctor Chamizo a Juan Ramón Rallo sobre el fin de la inflación, la amenaza de huelga de alquileres y las opciones de victoria de Donald Trump.✍️ Este vídeo está apadrinado por Freedom24. En esta plataforma, puedes obtener por tus ahorros en euros hasta un 5,55% anual. Infórmate en: https://freedom24.club/JRRallo Tasas del plan de ahorro a largo plazo:• 8% anual para ahorros en USD• 5,55% anual para ahorros en EUR*Los tipos de interés de la cuenta D y los planes de ahorro son dinámicos y están vinculados a los tipos flotantes EURIBOR y SOFR. La información sobre las tarifas mencionadas es válida para la fecha de publicación del vídeo.Ten en cuenta que tu capital siempre está en riesgo. Las proyecciones y los resultados pasados no son indicadores fiables de los resultados futuros. Es esencial que realices tu propio análisis antes de realizar cualquier inversión. Si es necesario, debes buscar asesoramiento de inversión independiente por parte de un especialista certificado. Hazte miembro en: https://plus.acast.com/s/juanrallo. Hosted on Acast. See acast.com/privacy for more information.

Debate con Eduardo Garzón en el canal de Héctor Chamizo sobre cómo deberíamos gestionar nuestro ahorro los ciudadanos.✍️ Este vídeo está apadrinado por Freedom24. En esta plataforma, puedes obtener por tus ahorros en euros hasta un 5,62% anual. Infórmate en: https://freedom24.club/JRRallo Tasas del plan de ahorro a largo plazo:• 7,95% anual para ahorros en USD• 5,62% anual para ahorros en EUR*Los tipos de interés de la cuenta D y los planes de ahorro son dinámicos y están vinculados a los tipos flotantes EURIBOR y SOFR. La información sobre las tarifas mencionadas es válida para la fecha de publicación del vídeo.Ten en cuenta que tu capital siempre está en riesgo. Las proyecciones y los resultados pasados no son indicadores fiables de los resultados futuros. Es esencial que realices tu propio análisis antes de realizar cualquier inversión. Si es necesario, debes buscar asesoramiento de inversión independiente por parte de un especialista certificado. Hazte miembro en: https://plus.acast.com/s/juanrallo. Hosted on Acast. See acast.com/privacy for more information.

El FMI advierte de que la deuda pública global llegará a 100 billones de dólares a finales de este año y que continuará creciendo durante el resto de la década. ¿Cuáles serán las consecuencias? ✍️ Este vídeo está apadrinado por Freedom24. En esta plataforma, puedes obtener por tus ahorros en euros hasta un 5,62% anual. Infórmate en: https://freedom24.club/JRRallo Tasas del plan de ahorro a largo plazo:• 7,95% anual para ahorros en USD• 5,62% anual para ahorros en EUR*Los tipos de interés de la cuenta D y los planes de ahorro son dinámicos y están vinculados a los tipos flotantes EURIBOR y SOFR. La información sobre las tarifas mencionadas es válida para la fecha de publicación del vídeo.Ten en cuenta que tu capital siempre está en riesgo. Las proyecciones y los resultados pasados no son indicadores fiables de los resultados futuros. Es esencial que realices tu propio análisis antes de realizar cualquier inversión. Si es necesario, debes buscar asesoramiento de inversión independiente por parte de un especialista certificado. Hazte miembro en: https://plus.acast.com/s/juanrallo. Hosted on Acast. See acast.com/privacy for more information.

Tertulia entre JF Calero, Cristian Barros, Juan Ramón Rallo y Héctor Chamizo. Hablamos sobre la situación económica actual y la progresiva desindustrialización de Europa frente a China.✍️ Este vídeo está apadrinado por Freedom24. En esta plataforma, puedes obtener por tus ahorros en euros hasta un 5,61% anual. Infórmate en: https://freedom24.club/JRRallo Tasas del plan de ahorro a largo plazo:• 7,97% anual para ahorros en USD• 5,61% anual para ahorros en EUR*Los tipos de interés de la cuenta D y los planes de ahorro son dinámicos y están vinculados a los tipos flotantes EURIBOR y SOFR. La información sobre las tarifas mencionadas es válida para la fecha de publicación del vídeo.Ten en cuenta que tu capital siempre está en riesgo. Las proyecciones y los resultados pasados no son indicadores fiables de los resultados futuros. Es esencial que realices tu propio análisis antes de realizar cualquier inversión. Si es necesario, debes buscar asesoramiento de inversión independiente por parte de un especialista certificado. Hazte miembro en: https://plus.acast.com/s/juanrallo. Hosted on Acast. See acast.com/privacy for more information.

Empezamos una serie de vídeos sobre finanzas personales estudiando los fundamentos del asset allocation (asignación de activos). ¿Cómo escoger los activos en los que debemos invertir?✍️ Este vídeo está apadrinado por Freedom24. En esta plataforma, puedes obtener por tus ahorros en euros hasta un 5,59% anual. Infórmate en: https://freedom24.club/JRRallo Tasas del plan de ahorro a largo plazo:• 8% anual para ahorros en USD• 5,59% anual para ahorros en EURPuedes adquirir el libro de David Darst aquí: https://amzn.to/3TXNaUF*Los tipos de interés de la cuenta D y los planes de ahorro son dinámicos y están vinculados a los tipos flotantes EURIBOR y SOFR. La información sobre las tarifas mencionadas es válida para la fecha de publicación del vídeo.Ten en cuenta que tu capital siempre está en riesgo. Las proyecciones y los resultados pasados no son indicadores fiables de los resultados futuros. Es esencial que realices tu propio análisis antes de realizar cualquier inversión. Si es necesario, debes buscar asesoramiento de inversión independiente por parte de un especialista certificado. Hazte miembro en: https://plus.acast.com/s/juanrallo. Hosted on Acast. See acast.com/privacy for more information.

This week we discuss the latest bullish jobs report, the impact of globally-coordinated easing, and the Middle East's impact on markets. We also delve into the recent SOFR explosion, election pricing in markets, and much more. Enjoy! — Follow Quinn: https://x.com/qthomp Follow Tyler: https://twitter.com/Tyler_Neville_ Follow Felix: https://twitter.com/fejau_inc Follow Forward Guidance: https://twitter.com/ForwardGuidance Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance Follow Blockworks: https://twitter.com/Blockworks_ — Weekly Roundup Charts: https://drive.google.com/file/d/1S24tXpteiZg1jilfU8aXk0L_NtXFLXVg/view?usp=drive_link — Join us at Permissionless III Oct 9-11. Use code: JAUVIN30 for a 30% discount: https://blockworks.co/event/permissionless-iii — Timestamps: (00:00) Introduction (02:34) Non-Farm Payrolls (10:59) Fixed Income & High Yield (12:43) Global Coordinated Easing Cycle (16:20) US Dollar & US Exceptionalism (18:52) Global Easing Driving Growth & Liquidity (22:08) The Big Picture (26:32) Permissionless Ad (27:11) Oil, Gold, & the Middle East (31:37) Global Collateral Shift (33:19) Middle East Tail Risk (36:23) SOFR Explosion & QT (42:09) Simplifying Macro Trading (45:25) Economic Politics (48:28) Crypto Markets (50:31) Election Pricing in Markets (55:56) Permissionless Next Week — Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

Jack Cohen is a legend in commercial real estate. He is the DARK KNIGHT in commercial real estate. He was the former CEO of Cohen Financial for 25 years. Cohen Financial was one of the largest commercial real estate lenders in the nation. Jack chats about his 40+ year history in commercial real estate investing and lending. He brings interesting questions to the table: “When investors look at their investment processes, as well as the investments that they made during 2019-2024, what have they learned? What worked? What would they have done differently? ALL of us backed projects and sponsors during this period that ultimately played out very differently than we thought. Some played out better, some played out worse, than we thought. What can we learn from this? Can we finally agree that cash flow matters? That our space – Commercial – is defined by income producing real estate. That means we actually must underwrite tenants' capacity to pay rent as well as a sponsor's ability to manage expenses properly. SOFR has gone up and today the marketplace is mostly financed with short term floating rate loans. Did we not learn this lesson in the 1990's with the failure of Long-Term Capital Management? The punchline is to match duration of assets with liabilities. Borrowing short on a long-term asset has its risks.” WOW!! To contact Jack Cohen: darkknightventures.net Are you interested in learning more about how Multifamily Syndications work? Please visit www.spiadvisory.com to learn more about Michael Becker's Real Estate Syndication business with SPI Advisory. If you enjoyed this discussion; Please leave us a 5-STAR RATING on iTunes

In this episode, Nik recaps the day in economic data and financial markets, including a look at JOLTS and the slowing labor market, weak ISM manufacturing data and prices, and the repo market. In the most important financial development of the day, elevated SOFR volumes and repo rates confirm there is some scarcity in the money markets. We believe this type of calendar activity may signal an end to QT very soon. Catch up on Treasury yields and money markets with this timely global macro update. The Bitcoin Layer is a bitcoin and global macroeconomic research firm. The Bitcoin Layer is proud to be sponsored by Unchained, the leader in Bitcoin financial services. Unchained empowers you to take full control of your Bitcoin with a collaborative multisig vault, where you hold two of three keys, and benefit from a Bitcoin security partner. Purchase Bitcoin directly into your cold storage vault and eliminate exchange risks with Unchained's Trading Desk. Unchained also offers the best IRA product in the industry, allowing you to easily roll over old 401(k)s or IRAs into Bitcoin while keeping control of your keys. Don't pay more taxes than you have to. Talk to us today. Visit https://thebitcoinlayer.com/unchained and use code TBL for $100 off when you create an account. Efani delivers premium mobile service with unparalleled protection against SIM swaps and privacy invasions. Use code TBL at checkout for $99 off the Efani SAFE Plan. https://www.efani.com/tbl?utm_source=substack&utm_medium=email Try Stamp Seed, a DIY kit that enables you to hammer your seed words into a durable plate of titanium using professional stamping tools. Take 15% off with code TBL. Get your Stamp Seed today! https://www.stampseed.com/shop/titanium-seed-phrase-storage-kits.html?utm_source=substack&utm_medium=email Subscribe and turn on notifications for TBL on YouTube. Subscribe to TBL's research letter: https://thebitcoinlayer.com/subscribe Follow TBL on X: https://twitter.com/TheBitcoinLayer Subscribe to The Bitcoin Layer on your favorite podcast platform. Join the official TBL channel on Telegram: https://t.me/thebitcoinlayerofficial Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merch Block Height 863729 Contribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.gg Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc Creative Director Matthew Ball's Twitter: https://twitter.com/matthewrball #TheBitcoinLayer #NikBhatia #MacroUpdate #RiskMarkets #GlobalEconomy #InterestRates #Yields #JOLTS #LaborMarket #ISMData #RepoMarket #SOFR #QT #QuantitativeTightening #TreasuryYields #FOMCMeeting #FedPolicy #MarketTrends #OilPrices #GoldMarkets #Bonds #MonetaryPolicy #EconomicOutlook #Investing #FinanceNews #MacroEconomics #StockMarket #Commodities #FinancialMarkets #EconomicAnalysis #MarketRecap #Recession #TreasuryYields #GlobalMarkets #CentralBankRates #FinancialMarkets #SeptemberOutlook #MarketAnalysis #TBLiquidity #MonetaryPolicy #InterestRates #DollarStrength #RateCuts #BondMarket #LaborMarket #REPO #GlobalMacro #AssetManagement #NikExplains #Bloomberg #Analysis #Charts #Tradingview #InvestmentStrategy #MarketWatch #StockMarket #PassiveInvesting #IndexFunds #FinancialMarkets #MarketWatch #FreeMarket #FreeMarkets #Markets #USTreasury #TreasuryBills #BalanceSheet #FED #Debt #Inflation #Statistic #Rates #Interest #Asset #Bitcoin #Dollar #Sats #BTC #Market #Currency #Analysis #Investment #News #Finance #Education #Blockchain #Mining #BitcoinMining #macro The Bitcoin Layer and its guests do not provide investment advice.Subscribe to The Bitcoin Layer on Soundwise

La bolsa china se ha disparado hoy un 8% y, durante la última semana, acumula una revalorización del 25%. ¿Qué está pasando? ✍️ Este vídeo está apadrinado por Freedom24. En esta plataforma, puedes obtener por tus ahorros en euros hasta un 5,56% anual. Infórmate en: https://freedom24.club/JRRallo Tasas del plan de ahorro a largo plazo:• 7,97% anual para ahorros en USD• 5,56% anual para ahorros en EUR*Los tipos de interés de la cuenta D y los planes de ahorro son dinámicos y están vinculados a los tipos flotantes EURIBOR y SOFR. La información sobre las tarifas mencionadas es válida para la fecha de publicación del vídeo.Ten en cuenta que tu capital siempre está en riesgo. Las proyecciones y los resultados pasados no son indicadores fiables de los resultados futuros. Es esencial que realices tu propio análisis antes de realizar cualquier inversión. Si es necesario, debes buscar asesoramiento de inversión independiente por parte de un especialista certificado. Hazte miembro en: https://plus.acast.com/s/juanrallo. Hosted on Acast. See acast.com/privacy for more information.

El Banco Popular de China acaba de aprobar un amplio paquete de estímulos monetarios relanzar la economía china. ¿Cuáles serán sus consecuencias? ✍️ Este vídeo está apadrinado por Freedom24. En esta plataforma, puedes obtener por tus ahorros en euros hasta un 5,53% anual. Infórmate en: https://freedom24.club/JRRallo Tasas del plan de ahorro a largo plazo:• 7,95% anual para ahorros en USD• 5,53% anual para ahorros en EUR*Los tipos de interés de la cuenta D y los planes de ahorro son dinámicos y están vinculados a los tipos flotantes EURIBOR y SOFR. La información sobre las tarifas mencionadas es válida para la fecha de publicación del vídeo.Ten en cuenta que tu capital siempre está en riesgo. Las proyecciones y los resultados pasados no son indicadores fiables de los resultados futuros. Es esencial que realices tu propio análisis antes de realizar cualquier inversión. Si es necesario, debes buscar asesoramiento de inversión independiente por parte de un especialista certificado. Hazte miembro en: https://plus.acast.com/s/juanrallo. Hosted on Acast. See acast.com/privacy for more information.

El precio del oro ha alcanzado el nivel más alto de su historia en términos nominales. ¿Qué está pasando?✍️ Este vídeo está apadrinado por Freedom24. En esta plataforma, puedes obtener por tus ahorros en euros hasta un 5,76% anual. Infórmate en: https://freedom24.club/JRRallo Tasas del plan de ahorro a largo plazo:• 8,88% anual para ahorros en USD• 5,76% anual para ahorros en EUR*Los tipos de interés de la cuenta D y los planes de ahorro son dinámicos y están vinculados a los tipos flotantes EURIBOR y SOFR. La información sobre las tarifas mencionadas es válida para la fecha de publicación del vídeo.Ten en cuenta que tu capital siempre está en riesgo. Las proyecciones y los resultados pasados no son indicadores fiables de los resultados futuros. Es esencial que realices tu propio análisis antes de realizar cualquier inversión. Si es necesario, debes buscar asesoramiento de inversión independiente por parte de un especialista certificado. Hazte miembro en: https://plus.acast.com/s/juanrallo. Hosted on Acast. See acast.com/privacy for more information.

Entrevista de Héctor Chamizo a Juan Ramón Rallo sobre las opciones que tenia la Fed (bajar 25 puntos básicos o 50 puntos básicos) y qué podía implicar cada una de ellas.✍️ Este vídeo está apadrinado por Freedom24. En esta plataforma, puedes obtener por tus ahorros en euros hasta un 5,76% anual. Infórmate en: https://freedom24.club/JRRallo Tasas del plan de ahorro a largo plazo:• 8,88% anual para ahorros en USD• 5,76% anual para ahorros en EUR*Los tipos de interés de la cuenta D y los planes de ahorro son dinámicos y están vinculados a los tipos flotantes EURIBOR y SOFR. La información sobre las tarifas mencionadas es válida para la fecha de publicación del vídeo.Ten en cuenta que tu capital siempre está en riesgo. Las proyecciones y los resultados pasados no son indicadores fiables de los resultados futuros. Es esencial que realices tu propio análisis antes de realizar cualquier inversión. Si es necesario, debes buscar asesoramiento de inversión independiente por parte de un especialista certificado. Hazte miembro en: https://plus.acast.com/s/juanrallo. Hosted on Acast. See acast.com/privacy for more information.

We're back with a real doozy. Outside of a few rambling moments, we spent most of the episode discussing Seth Jarvis' new deal, contact structures, team/player benefits, SOFR, and modeling. If you're someone who enjoys numbers, this one is for you. 

Pedro Sánchez amenaza con subir los impuestos al ahorro de los españoles. Se extiende la cruzada pobrista de este gobierno.✍️ Este vídeo está apadrinado por Freedom24. A través de su cuenta D puedes lograr un tipo de interés del 3,62% sin ningún tipo de permanencia. Puedes informarte en: https://freedom24.club/JRRallo *Los tipos de interés de la cuenta D y los planes de ahorro son dinámicos y están vinculados a los tipos flotantes EURIBOR y SOFR. La información sobre las tarifas mencionadas es válida para la fecha de publicación del vídeo.Ten en cuenta que tu capital siempre está en riesgo. Las proyecciones y los resultados pasados no son indicadores fiables de los resultados futuros. Es esencial que realices tu propio análisis antes de realizar cualquier inversión. Si es necesario, debes buscar asesoramiento de inversión independiente por parte de un especialista certificado. Hazte miembro en: https://plus.acast.com/s/juanrallo. Hosted on Acast. See acast.com/privacy for more information.

Buck and Zulfe discuss various topics including the concept of hypernomics, the recent market volatility, the impact of Fed rate cuts on SOFR and the 10-year treasury, and the potential opportunities in real estate investing. Takeaways The post 451: New of the Week 08/07/24 appeared first on Wealth Formula.

This is a roundtable discussion between myself, Marco from Mittdolcino.com and Joe Hoft, author and brother of Jim Hoft of Gateway Pundit.  We discuss the impending end of LIBOR on September 30th, and why this is so very important for the European sovereign debt markets, Europe's banking system, and the US's ability to weather the resultant storm.  You know this issue is important because no one is actually talking about it.  Show Notes:Mittdolcino