Podcasts about Stagflation

Listen to this Re-Release from 2022 NRF Protect: CrimeScience Team Live from NRF Protect! Supply Chain Protection Summit in Philly August 2nd and 3rd! In this week's episode, our co-hosts discuss the NRF Protect Conference in Cleveland, the LPRC Team and Tech grow, Inflation and Stagflation conversation and its effects, Staffing Issues are Visible, and the protests and looting are discussed. Listen in to stay updated on hot topics in the industry and more!

Just over 100 days into the Iran war, Singapore is navigating a complex mix of economic pressure and geopolitical uncertainty. Stagflation risks, a fragile ceasefire, and the threat of disinformation, including fake narratives about Singapore's energy supplies — are reshaping how ordinary citizens, businesses and governments think about resilience. On Viewpoint, Lynlee Foo speaks with Nicholas Fang, Senior Advisor at strategic advisory firm The Asia Group and former Nominated Member of Parliament, to look beyond the headlines to assess what the past 100 days have actually revealed, and what Singapore should be watching as the conflict enters its next phase.See omnystudio.com/listener for privacy information.

Stijn Schmitz welcomes Francis Hunt back to the show. Francis Hunt is known as a Renegade Trader, Analyst, and Founder of The Market Sniper. Hunt observes that the South Korean KOSPI index has surged an extreme 291% in just over a year, driven almost entirely by two stocks—Samsung and SK Hynix—amid the AI boom. This narrow advance mirrors the concentrated gains in the NASDAQ but is even more pronounced. Despite the export revenues from these tech giants, the Korean won is weakening, which Hunt attributes to foreign investors withdrawing profits and domestic retail investors piling in on record margin, a classic “Shushan boy” setup. He believes a currency crisis looms for South Korea, exacerbated by higher energy import costs that deplete dollar reserves. These energy cost pressures are part of a broader stagflationary environment that Hunt argues is intentionally manufactured. He contends stagflation enriches billionaires who hold assets while impoverishing the middle class and blue-collar workers through higher living costs and eventual job losses. This, he says, socializes costs and devalues debt for the wealthy, while governments later turn to predatory taxation, such as capital gains levies, to strip further value from citizens. In this context, Hunt maintains that precious metals—gold, silver, and platinum—are the prime beneficiaries. While gold and silver have experienced a corrective pause after an enormous run-up, he views the three-wave selling pattern as a healthy reset within a long-term bullish structure. His technical target for silver stands at $333, derived from a falling wedge pattern on the quarterly chart, which he expects will resume once the current consolidation resolves. Hunt advises concentrating wealth in monetary metals rather than diversifying across commodities like copper or lithium, which may rise nominally but lag in real gold-ounce terms. He notes the gold-silver ratio could see a short-term squeeze upward but remains structurally bearish long-term. For miners, he suggests selectivity, as rising energy costs have pressured some, though those with growing ounce profiles remain attractive. Timestamps: 00:00:00 – Introduction 00:00:40 – World Volatility and Market Trends 00:01:40 – South Korea AI Trade Setup 00:08:47 – South Korea Currency and Charts 00:25:09 – Long-Term Silver Thesis 00:27:33 – Precious Metals Market State 00:30:03 – Sectors and Inflationary Pressure 00:32:03 – Nasdaq Vs. Gold Predictions 00:35:00 – Equity Valuation Setup 00:36:10 – Short-Term Gold Outlook 00:44:30 – Gold & Silver Long-Term Thesis 00:55:40 – Copper & Other Commodities 01:00:30 – Market Sniper Wrap Up Guest Links: X: https://x.com/themarketsniper X: https://x.com/thecryptosniper Website: https://themarketsniper.com YouTube: https://www.youtube.com/user/TheMarketSniper Francis is a trader, first and foremost. Unlike most educators in the trading space, Francis walks the walk and talks the talk, with 30 years of experience trading his personal capital on various markets and instruments. Through this passion for trading and his relentless study of markets and economic theory, he uses the Hunt Volatility Funnel trading methodology, a systemized approach, to answer the critical question: What is the next most profitable trade? He believes the actual price of an asset is the most accurate reflection of all the factors that influence it. Practical technical analysis, the study of price action over time, is needed to formulate profitable trade ideas. Indeed, with all the market manipulation and high-frequency trading operations currently in play, technical analysis is all that can be relied upon when it comes to formulating future price trends. A trained eye can often spot such manipulative practices, as is the case with HVF traders. Therefore, the HVF methodology is based purely on technical analysis. Francis is passionate about sharing his knowledge and understanding of markets by utilizing his HVF trading methodology. With entertaining anecdotes and the careful guidance of his students, he has already trained a large community of hundreds of traders and helped them transform from complete newbies to seasoned trading professionals. He genuinely loves sharing his knowledge and strategies with others who are committed to finding freedom through trading. Plus, teaching strengthens his trading abilities while helping to build a vibrant community of successful traders.

──────────────────────────────────────── [00:03:00] AI-Reconstructed Inflation Data: The Dollar Has Lost 81% of Its 1980 Value — Official CPI Admits Only 74% The Reality Index strips hedonic adjustments and owner's equivalent rent: $1 in 1980 now buys 19 cents — official CPI says 26; since COVID alone the loss is 40–50%. ──────────────────────────────────────── [00:15:00] Official Recession Is Two Negative Quarters — We've Had Negative Growth in Almost Every Quarter Since 2022 Brownstone's Jeffrey Tucker: cumulative economic losses since 2020 are already roughly half the entire Great Depression — concealed entirely by manipulated government statistics. ──────────────────────────────────────── [00:25:00] Kevin Warsh Will Measure Inflation With 'Trimmed Mean PCE' — a New Metric That Removes All the Bad Data Knight: the formula has changed eight times in 35 years, always minimizing the true rate of price increases — and Warsh has already announced publicly how he intends to rig it again. ──────────────────────────────────────── [00:38:00] Only 20 S&P Stocks Hit Records — Identical to the Dot-Com Peak When 7 of the 20 Were Internet-Related Bank of America's Hartnett: the market is narrowly focused on one hopium industry producing no revenue — concentration levels almost identical to March 2000, with AI replacing internet stocks. ──────────────────────────────────────── [00:50:00] Trump Drops the $1.776 Billion Slush Fund — But the IRS Immunity Addendum That Saves His Family $100 Million Stays Todd Blanche testified he is 'not moving forward with the fund' — but neither he nor his deputy would put the IRS immunity provision in writing or formally reverse it. ──────────────────────────────────────── [01:02:00] Blanche Shows Congress the Epstein Co-Conspirator Files — They Are Almost Entirely Blacked Out A congressman said he nearly ran out of black ink in the hallway — the co-conspirator files are so heavily redacted the American people are told nothing about who Epstein worked with. ──────────────────────────────────────── [01:12:00] Trump Wants His Face on the $250 Bill — an 1866 Law Bans Living Persons From Currency, Congress Is Moving to Change It Trump's image already appears on park passes, passports, and federal building banners — visitors covering his face on park passes are warned they'll be invalidated. ──────────────────────────────────────── [01:24:00] UK Bodycam: Police Handcuffed a Stabbing Victim and Let Him Bleed Out for an Hour Henry told officers nine times he could not breathe and four times he had been stabbed — one officer said 'I don't think you have, mate'; he was formally arrested for assault and died before anyone believed him. ──────────────────────────────────────── [01:47:00] Gerald Celente: We Are Already in Stagflation and It Will Become Dragflation — the Global Economy Has Not Recovered From COVID Celente: Germany, France, UK — every major economy declining; Powell denied inflation; Yellen called it transitory; 2020 money printing is the root cause of everything now hitting. ──────────────────────────────────────── [01:58:00] Celente Reads Trump's Iran War Lie Timeline: 'A Whole Civilization Will Die Tonight' — Then Ceasefire — Then Iran Fired Missiles March 7: 'They'll cry uncle.' April 7: 'A whole civilization will die tonight.' Rubio announced ceasefire talks — Iran fired missiles at a US base that night. ──────────────────────────────────────── Money should have intrinsic value AND transactional privacy: Go to https://davidknight.gold/ for great deals on physical gold/silver For 10% off Gerald Celente's prescient Trends Journal, go to https://trendsjournal.com/ and enter the code “KNIGHT” For high quality made in America products go to HomeSteadProducts.shop and use promo code “Knight” for 10% off your purchases Find out more about the show and where you can watch it at TheDavidKnightShow.com If you would like to support the show and our family please consider subscribing monthly here: SubscribeStar https://www.subscribestar.com/the-david-knight-show Or you can send a donation throughMail: David Knight POB 994 Kodak, TN 37764Zelle: @DavidKnightShow@protonmail.comCash App at: $davidknightshowBTC to: bc1qkuec29hkuye4xse9unh7nptvu3y9qmv24vanh7Become a supporter of this podcast: https://www.spreaker.com/podcast/the-real-david-knight-show--5282736/support.

May 22, 2026 – Greg Weldon, publisher of the Global Macro Strategy Report, offers a candid assessment of current global economic risks. He discusses the geopolitical stalemate between the U.S. and Iran, highlighting the influence of China and Russia...

Chris Markowski discusses the harsh realities of the financial world, emphasizing the risks associated with online gambling and trading. He highlights the overwhelming losses faced by novice investors and critiques the investment management industry for poor portfolio performance. The conversation delves into the impact of inflation, the dangers of debt, and the importance of building a sustainable investment strategy. McFadden advocates for a focus on long-term wealth building rather than chasing quick profits, urging listeners to understand the terrain of the financial landscape.

Crypto's old leaders are struggling, but new winners are breaking out. Ryan and David unpack the rise of HYPE, Zcash, and Venice, the macro bear fuel markets are ignoring, the EF talent exodus, and why David selling his last ETH may mark a new era for Ethereum and Bankless. ---

Money Moves What does a financial system look like right before it breaks? With the US 30-year Treasury bond yield hitting 5.19%—the highest since the 2007 Great Financial Crisis—the warning signs are flashing red. In this solo episode of Money Moves, host Matty A. unpacks the massive macroeconomic divergence that Wall Street isn't talking about.While the stock market rips to new all-time highs, the underlying economy is facing a historic squeeze. Matty breaks down the "Five Dominoes" currently falling across the global economy, triggered by the Iran conflict and fueled by an unsustainable $39 trillion US debt crisis. From skyrocketing commodity prices to the $900 billion commercial real estate debt wall maturing this year, this episode delivers a sobering reality check. Most importantly, Matty shares three exact, actionable moves every investor needs to make right now to protect their portfolio and capitalize on the shifting landscape.Episode Highlights:The Five Dominoes: How the shutdown of the Strait of Hormuz triggered a 60% spike in crude oil, reaccelerated inflation, and spiked bond yields.The $39 Trillion Elephant: The US is running a $1.2 trillion deficit in just six months, with interest expenses hitting $3 billion per day. How this debt load threatens the purchasing power of the US dollar.Real Estate Gridlock: With 30-year mortgage rates creeping toward 7% and commercial assets facing negative real rent growth, Matty details the margin compression crisis hiding in plain sight.The Stagflation Threat: Comparing today's CPI charts and geopolitical shocks to the crushing 1970s and 1980s stagflation era.3 Actionable Moves: Why you must re-underwrite every deal for higher rates, pivot to inflation-resistant assets, and watch the 10-year Treasury yield like a hawk.Timestamps:00:00 – Intro: The warning signs of a breaking financial system.02:21 – Matty A. sets the stage: Why these numbers matter for your deals.03:45 – The 5 Dominoes: From the Iran conflict to a massive energy shock.06:11 – Domino 4: The bond market rebellion and spiking Treasury yields.07:05 – Domino 5: The $39 trillion US debt crisis explained.09:30 – How massive government deficits are destroying bond prices.12:30 – The immediate impact on mortgages, homebuyers, and sluggish sales.15:15 – The commercial real estate crisis: $900 billion in maturing debt.18:22 – Stagflation parallels: Are we repeating the 1970s economic freeze?20:21 – The 10-year Treasury: The beating heart of the US dollar system.24:19 – The Fed's trap: Will they be forced to print more money to suppress yields?27:06 – Why the odds of a rate hike just hit 36%.28:00 – 3 specific moves you need to make to protect and grow your wealth right now.Connect & Take Action:Wealth Intelligence Brief: Text "WIB" to 844-447-1555 to get Matty's free macro data, real estate intel, and crypto signals delivered to your inbox 3 times a week.Imagos Income Fund: Text "INCOME" or "DEALS" to 844-447-1555 to learn more about Matty A's private debt fund targeting 10% fixed returns paid out monthly.

Today's episode of Behind The Advisor is a little different because we're giving you a preview of something brand new from XYPN. Balanced PM is a new podcast hosted by XYPN Portfolio Analyst Joe Dunn, CFA, and XYPN Director of Investments Andrew Almeida, CFA, CFP®, focused on the principles behind portfolio construction and long-term investment thinking. In this special preview episode, Joe and Andrew dive into stagflation: what it is, how it shaped markets in the 1970s, and why advisors are hearing about it again today. They explore how inflation, slowing growth, and market uncertainty can influence investor behavior, portfolio design, and planning conversations in the current environment.

Rachel Ziemba warns oil holding near triple digits could mask deeper geopolitical risks and fuel inflation. She highlights growing stagflation concerns, especially in Asia, as input costs rise. Ziemba adds that supply strain and second-order effects could pressure global growth and data center investment.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Segment 1: Craig Bolanos, Founder and Wealth Advisor at VestGen Wealth Partners, joins Jon Hansen to talk about the economic impact of President Trump’s visit to China, the fragile nature of the job market, if he’s concerned about the ongoing war in Iran and the possibility of stagflation, the three things he’s currently worried about in the […]

BUSINESS: Stagflation taking shape in PH | May 15, 2026Subscribe to The Manila Times Channel - https://tmt.ph/YTSubscribe Visit our website at https://www.manilatimes.net Follow us: Facebook - https://tmt.ph/facebook Instagram - https://tmt.ph/instagram Twitter - https://tmt.ph/twitter DailyMotion - https://tmt.ph/dailymotion Subscribe to our Digital Edition - https://tmt.ph/digital Check out our Podcasts: Spotify - https://tmt.ph/spotify Apple Podcasts - https://tmt.ph/applepodcasts Amazon Music - https://tmt.ph/amazonmusic Deezer: https://tmt.ph/deezer Stitcher: https://tmt.ph/stitcher Tune In: https://tmt.ph/tunein #TheManilaTimes #KeepUpWithTheTimes Hosted on Acast. See acast.com/privacy for more information.

Michael Pento, president and founder of Pento Portfolio Strategies (PPS), returns to The Julia La Roche for episode 368 to warn that the three asset bubbles in stocks, credit, and real estate continue growing to unprecedented levels, with total market cap now at 230% of GDP versus a 90% average. He reveals that Powell has quietly printed $170 billion since December in an undeclared QE program, calls Powell's tenure "horrific," and celebrates his departure. Pento explains he's "nervously long" the market using his five-sector inflation-deflation model, currently positioned for stagflation with commodities, precious metals, and energy. He warns that credit markets will fracture first, with private credit now at $2 trillion (bigger than the $1.3 trillion subprime market in 2008), and predicts June redemptions could trigger a death spiral. Pento believes we need a 50% market correction to return to normalcy, warns we could see 15% interest rates like the 1980s but with a far worse debt backdrop, and argues the bottom 80% of Americans are already living in depression-like conditions while crony capitalism enriches the top 20%. He sees two paths forward: voluntary asset price reconciliation or forced hyperinflation leading to currency reset.Links: https://pentoport.com/ https://twitter.com/michaelpento0:00 Introduction - Michael Pento returns after 6 months0:59 Big picture macro view - Bubbles grow bigger2:19 Powell's "horrific tenure" - $4.5 trillion printed3:32 QE program continues - $170 billion since December4:39 Kevin Warsh-led Fed - What changes are coming?5:52 Warsh will punish Wall Street, boost Main Street7:06 Stock bubble metrics - 230% of GDP (average is 90%)8:24 Crony capitalism vs. free market economics9:10 Why capitalism gets a bad name10:01 Home price to income ratio at all-time highs11:01 Disconnect between stock market highs and consumer sentiment lows11:35 Only top 20% doing well - The "i-shaped economy"12:33 AI spending reminds Michael of 1999 tech bubble13:33 Are you confident Kevin Warsh can get us back to normalcy?14:41 What would normal market valuations look like?15:06 Would need 50% correction to return to normal17:05 Wouldn't printing just set us up for more problems?18:57 Either scenario leads to higher rates19:37 Implications of double-digit rates on everything20:38 Are you still nervously long the market?21:19 Michael's not a perma bear - History of market crashes23:02 How dangerous can this bubble be when it bursts?24:03 Michael's 5-sector inflation-deflation model25:14 Precious metals trade - Why only 6% position26:41 Energy thesis - After Iran war27:30 Explaining the 5 sectors - Which is most worrisome?28:25 Stagflation is the base case going forward29:01 Post-recession: $6 trillion deficits, $12 trillion Fed balance sheet29:55 Could we see 15% interest rates like 1980?31:17 What's the end game here?33:21 Are we past the point of no return?34:58 Which bubble bursts first - The epicenter?35:44 Watch credit markets first - Private credit warning36:46 June redemptions could trigger death spiral37:47 Is private credit too big to fail now?38:21 Risk not getting attention - Pressure on middle class40:00 Buy now pay later defaults surging40:29 Bottom 80% living in depression conditions41:18 Preventing tremors creates epic shocks42:48 Has anyone talked about $170 billion of QE since December?43:24 What makes Michael hopeful for the future44:01 Closing thoughts

Anthropic is making the AI infrastructure race look less like software and more like an industrial arms race. The company reportedly committed $200 billion to Google Cloud over five years, stacked on top of its existing Amazon compute arrangement, while also striking a separate agreement tied to SpaceX and xAI's Colossus supercomputer infrastructure. Cerebras is blowing past expectations in what could become the largest tech IPO of 2026. The wafer-scale AI chip company is reportedly oversubscribed more than 20x, with a potential valuation up to $26.6 billion. After years of NVIDIA dominating the AI hardware story, public markets are now showing real appetite for the next layer of AI infrastructure.Meta is cutting roughly 8,000 jobs and canceling another 6,000 open roles as it redirects up to $135 billion toward AI infrastructure in 2026. The AI labor transition is no longer theoretical. The Cleveland Fed's inflation nowcast is projecting May headline CPI at 3.89%, while the S&P 500's Shiller P/E ratio reached 41.83, the second-highest reading in more than a century of market history. Stocks are expensive, inflation is reaccelerating, and rate cuts are moving further out of reach. Stagflation risk is back in the market conversation.Runner-up: The Trump-Xi summit is reportedly adding AI to the agenda for the first formal U.S.-China bilateral AI dialogue. The talks are expected to focus on autonomous weapons, frontier model behavior, and risks from open-source models in the hands of nonstate actors. Runner-up: OpenAI released GPT-5.5 Instant as the new default ChatGPT model, with a focus on reducing hallucinations in legal, medical, and financial use cases. The model wars are increasingly being fought on reliability, latency, and enterprise trust rather than raw benchmark dominance.Runner-up: Google, Microsoft, and xAI joined OpenAI and Anthropic in giving the U.S. Commerce Department's AI standards office pre-release access to frontier models for evaluation. Government review is becoming part of the frontier AI release process.Runner-up: AMD and Arista both posted blowout Q1 results, showing that the AI capex boom is spreading beyond NVIDIA into accelerators, networking, optics, power, and cooling. The picks-and-shovels trade is broadening.If you want a prize, send us a DM on Instagram:http://instagram.com/rickerandbonttps://www.tiktok.com/@rickerandbon

The Tom Dupree Show  |  Podcast Show Notes Reading the Market Through the Fog: AI Momentum, Iran’s Economic Shadow, and What It Means for Your Retirement Portfolio The Tom Dupree Show  |  Dupree Financial Group  |  dupreefinancial.com  |  859-233-0400  |  Air Date: May 9, 2026 Episode Description The market rarely moves in one direction for one reason, and this episode is a clear illustration of that. Tom Dupree, Mike Johnson, and James Dupree cover two very different forces shaping portfolios right now: the surging momentum in AI-related stocks — semiconductors, memory chips, and optical connectivity — and the slower-burning economic threat posed by the conflict in the Strait of Hormuz, which is putting pressure on oil prices, fertilizer supply, and the global food chain heading into planting season. The team breaks down what a gamma squeeze is and why it may be amplifying gains in certain tech stocks beyond what fundamentals alone would justify, what three scenarios for the Strait of Hormuz reopening could mean for inflation and interest rates, and how Dupree Financial Group thinks about making incremental portfolio adjustments without abandoning a long-term retirement income strategy. It is a candid look at the internal conversations that happen when managing real money in an uncertain world. “It’s like the duck on water — it looks calm on the surface, but underneath, its feet are going 100 miles an hour.” — Mike Johnson, on the market’s competing cross-currents “You can be right on a situation and still be wrong on the market — so you make incremental adjustments while keeping the baseline investment process the same.” — Tom Dupree Topics Covered What a gamma squeeze is — and why it may be inflating gains in AI-related stocks beyond their fundamentals The memory chip shortage: why demand for semiconductors from Micron and SanDisk is driving price surges and what it means for industries from gaming to AI Optical connectivity stocks and the supply bottleneck in pump lasers — why companies like Applied Optoelectronics and Lumentum Holdings are reporting explosive revenue growth Intel’s remarkable comeback: 26 years of flat performance, a new Apple partnership, and a US government stake that has turned into a six-bagger The Niall Ferguson framework: three Strait of Hormuz scenarios and their projected effects on fertilizer prices, crop production, energy costs, and global inflation Why fertilizer timing matters as much as price — and how the conflict’s overlap with planting season creates a different kind of risk than past supply disruptions Stagflation as a tail risk: what it would mean for long-duration assets including growth stocks and fixed income How Dupree Financial Group makes incremental portfolio adjustments — trimming positions that have performed well, adding exposure to areas of opportunity — without making all-or-nothing bets Why knowing what you own matters more than ever when markets are moving in multiple directions at once Fee transparency: what a single, straightforward advisory fee looks like compared to the layered costs many investors carry without realizing it Key Takeaways Market momentum can be real and artificially amplified at the same time. A gamma squeeze occurs when options market makers are forced to buy shares to hedge their positions as prices rise past certain strike levels. This mechanical buying can push prices higher faster than fundamentals alone would justify — and can reverse just as quickly. Understanding what is driving a move matters more than just watching the move itself. Memory chips are a genuine bottleneck in the AI buildout — and prices reflect it. The cost of one terabyte of memory roughly tripled in a matter of months as AI data center demand outpaced supply. Companies that make or depend on memory chips are seeing earnings growth that justifies valuations even after large price increases. This is not just momentum — there are real fundamentals underneath it. The Strait of Hormuz conflict is not just an oil story. Fertilizer — specifically urea — moves through the same strait, and urea prices rose roughly 47 percent in two months. With global planting seasons underway, a prolonged bottleneck affects crop yields for the full harvest year, which has downstream effects on food prices and inflation that take time to work through the system. Tail risks are worth considering even when they are not the base case. The hosts reference the 2008 housing crisis as a reminder that consensus thinking can be catastrophically wrong. Considering scenarios outside the mainstream — and thinking through their portfolio implications — is part of responsible retirement money management, even when those scenarios are unlikely. Stagflation is hard on long-duration assets — including growth stocks. In an environment of high inflation and rising interest rates, both long-duration bonds and high-multiple growth stocks are vulnerable. A portfolio built around dividend-paying companies with pricing power and predictable cash flows holds up better in that environment than one chasing price appreciation alone. Incremental adjustments beat all-or-nothing calls. The team trimmed positions that had run significantly and added exposure to areas of opportunity — not because they predicted the market bottom, but because valuations and fundamentals supported it. Timing the market perfectly is not the goal; managing risk and staying positioned for income is. Knowing what you own — and what it costs — is more valuable than most investors realize. Many people working with financial advisors cannot describe what is in their portfolio or how much they are paying in total fees. Dupree Financial Group charges one transparent fee, owns individual companies in each client’s separately managed account, and can explain every holding and why it is there. About The Tom Dupree Show The Tom Dupree Show is hosted by Tom Dupree, founder of Dupree Financial Group and a 47-year veteran of the investment business. Each episode covers the financial topics that matter most to retirees and those approaching retirement — in plain English, without the Wall Street spin. Dupree Financial Group is a fee-only, fiduciary Registered Investment Advisory firm based in Lexington, Kentucky. The firm manages separately managed accounts focused on income-generating, dividend-paying portfolios — no products sold, no commissions, no conflicts of interest. Past episodes are available at dupreefinancial.com under the Radio tab. Schedule a Complimentary Portfolio Review If you’re not sure whether your portfolio is built to hold up in an environment like this one — with competing pressures from AI momentum, rising energy costs, and inflation risk — we’ll take a look. No charge. No pressure. Just an honest conversation about what you own and whether it’s working for you. Call: 859-233-0400  |  Visit: dupreefinancial.com Dupree Financial Group is a fee-only, fiduciary SEC-registered Investment Advisory firm based in Lexington, Kentucky. This content is for informational and educational purposes only and does not constitute personalized investment advice. Nothing heard on this program is a recommendation to buy or sell any security. Past performance is not indicative of future results. Investing involves risk, including the possible loss of principal. Please consult a qualified financial advisor before making investment decisions. The post Reading the Market Through the Fog: AI, Iran, and Your Retirement appeared first on Dupree Financial.

Your 60-second money minute. Today's topic: Is Stagflation Here Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Lobo Tiggre returns to Soar Financially to discuss whether gold is still in a bull market, why the recent correction should not be ignored, and whether the January 2026 peak could resemble past major tops like 2011 or 1980.He also explains why miners can still generate strong cash flow at today's gold and silver prices, why margin compression remains a real risk, and where he sees the next major buying opportunity, including oil and uranium.#gold #uranium #silver---------------------

In this episode we answer emails from Zach, Brian, Holly and Optimus Bill.  We discuss a way to estimate retirement health care costs using current data, clear up the “index fund” labelling problem and talk about why indexed dogs and cats won't start living together, have fun with milkshakes, and map out what tends to help a portfolio survive stagflation.  But first we celebrate a huge community win for Fairfax CASA with Queen Mary.Links:J.P Morgan Inflation Study:  JP_Morgan_White_Paper_Three_Retirement_Spending_Surprises.pdf - Google DriveBen Felix Interview on Bigger Pockets Money:  Is Small Cap Value Worth It? Ben Felix Explains the Truth About AVUV & Factor InvestingHolly's Milkshake Link:  I can't believe he didn't notice

Summary: This episode explores the complex and dangerous phenomenon of stagflation — the toxic combination of rising inflation, slowing economic growth, and a tough labor market. The hosts break down the historical context of the 1970s stagflation crisis, examines current economic indicators and risks, and explains how stagflation impacts households, businesses, and retirement planning. From Federal Reserve policy responses to hands-on investment strategies across energy, precious metals, consumer staples, healthcare, real estate, and inflation-protected securities, this episode gives investors and retirees the tools they need to protect theirfinancial future and navigate one of the most challenging economic environments of our time."Hashtags:stagflation, inflation, unemployment, economic growth, investment strategies, Federal Reserve, interest rates, portfolio diversification, economic history, financial planningSocial Media Description: Inflation is bad but stagflation is worse! Protect your retirement and financial future — listen now!Chapters00:00 Introduction to Stagflation01:58 Understanding Stagflation and Its Implications05:08 Historical Context: The 1970s Stagflation08:24 Impact on Households and Individuals11:34 Business Risks in a Stagflation Environment17:36 Avoiding Stagflation: Policy Recommendations21:10 Current Economic Indicators and Risks27:44 Conclusion and Future Outlook28:43 Navigating Rate Hikes and Economic Changes30:24 Investment Strategies in Stagflation31:37 Exploring Energy and Precious Metals34:27 Consumer Staples and Defensive Investments37:41 Healthcare and Utilities in Current Markets40:13 Real Estate and Dividend Stocks44:56 Inflation-Protected Securities and Commodities48:38 Identifying Risks in Current Investment Climate51:27Global Perspectives on StagflationAll opinions expressed by podcast hosts and guests are solely their own. While based on information they believe is reliable, neither Arete Wealth nor its affiliates warrant its completeness or accuracy, nor do their opinions reflect the opinion of Arete Wealth. This podcast is for general informational purposes only and should not be regarded as specific advice or recommendations for any individual. Before making any decisions, consult a professional

"Fear Stagflation" จุดชนวนราคาทองพุ่ง ! ประวัติศาสตร์จะซ้ำรอยหรือไม่ ?   The Investo คุยเคลียร์ข่าว ให้เข้าใจทุกการลงทุน กับ Naomi   แขกรับเชิญ วรุต รุ่งขำ ผู้อำนวยการฝ่ายวิเคราะห์ บริษัท YLG บูลเลี่ยน แอนด์ ฟิวเจอร์ส จำกัด   Naomi ดำเนินรายการ   รายการ The Investo กับ Naomi วิเคราะห์เจาะลึกข่าวสำคัญในแต่ละวัน กับผู้เชี่ยวชาญในด้านต่างๆ ทั้งเศรษฐกิจ การเงิน และการลงทุน   คุยเคลียร์ข่าว ให้เข้าใจทุกการลงทุน กับ Naomi ที่ Facebook และ YouTube Finnomena ทุกวันจันทร์ - พฤหัสบดี   --- ติดตามช่องทางอื่น ๆ ของ Finnomena Website https://www.finnomena.com  Facebook   / finnomena     IG   / finnomena     Twitter https://x.com/finnomena  TikTok   / finnomena     ดาวน์โหลดแอป Finnomena หรือเปิดบัญชีกับ Finnomena คลิกเลย https://finno.me/finnomenaliveyt ติดตามทุกโอกาสการลงทุน Finnomena Opphub https://finno.me/fcins  #ทองคำ #ดอลลาร์ #เงินเฟ้อ  #สงคราม #การลงทุน #TheInvesto #Finnomena

US manufacturing input costs hit their highest level in four years in April, even as the sector broadly held steady—a classic precursor to stagflation where costs rise faster than growth. For investors, stagflation is one of the most difficult macro environments to navigate, and understanding it now could be the most important financial move you make this year.Today's Stocks & Topics: Pacer US Cash Cows 100 ETF (COWZ), Markt Wrap, Space X IPO, Fiserv, Inc. (FISV), Terex Corporation (TEX), How to Invest During Stagflation: What Rising Manufacturing Costs Mean for Your Portfolio, E.L.F. Beauty, Inc. (ELF), Shopify Inc. (SHOP), Abercrombie & Fitch Co. (ANF), Customers Bancorp, Inc. (CUBI), How Companies Survive Without Profits, Q1 GDP Growth Rate.Our Sponsors:* Check out Pebl: https://hipebl.ai* Check out Plaud AI and use my code INVEST for a great deal: https://plaud.ai* Check out Quince: https://quince.com/invest* Check out Scribe and use my code scribe.how/invest for a great deal: https://scribe.comAdvertising Inquiries: https://redcircle.com/brands

We're salty about the economy Stagflation Alex wants to sueeeeeee and we need your help!!!!!! Bypassing Security LINKS Alex Dyson's new book 'The Apocalypse and Other Mild Inconveniences' HERE Listen to Chopped Unc Mixtape, an album by Boilermakers on #SoundCloud HERE TICKETS TO MATT OKINE AUSTRALIAN COMEDY TOUR HERE If you've got something to add to the show, slide into our DMs @matt.and.alex To listen to the John Edward Interview on the A Life of Greatness podcast with Sarah Grynberg click HERE CREDITSHosts: Matt Okine and Alex Dyson Produced by: Bronwyn Dojcsak Post Production: Linc Kelly Find more great podcasts like this at www.listnr.com See omnystudio.com/listener for privacy information.

Ce mardi 5 main, les résultats de l'Insee avec une croissance au premier trimestre, une récession au mois d'avril, un grande risque de stagflation, et les marges des pétroliers ainsi que des distributeurs , ont été abordés par Dorothée Rouzet, cheffe économiste de la direction générale du Trésor, Anthony Morlet-Lavidalie, économiste chez Rexecode, et Nicolas Bouzou, fondateur du cabinet d'analyse économique et de conseil Asterès, dans l'émission Les Experts, présentée par Raphaël Legendre sur BFM Business. Retrouvez l'émission du lundi au vendredi et réécoutez la en podcast.

Daniel Lam analyses the latest macro data and trends and explains how investors can diversify their portfolios with US TIPS and gold.Speaker: - Daniel Lam, Head, Cross-Asset Derivative Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

Ce lundi 4 mai, la situation du pays qui se rapproche de la stagflation après une croissance nulle au premier trimestre et le bond de l'inflation, ainsi que la demande des partis politiques de taxer les superprofits de TotalEnergies, ont été abordées par Guillaume Poitrinal, fondateur de WO2, promoteur immobilier bas carbone, Valentine Ainouz, responsable de la stratégie taux chez Amundi, et Dany Lang, enseignant chercheur en économie à Sorbonne-Paris Nord, dans l'émission Les Experts, présentée par Raphaël Legendre sur BFM Business. Retrouvez l'émission du lundi au vendredi et réécoutez la en podcast.

Au sommaire :La France fait face à une situation de stagflation, avec une croissance nulle et une hausse des prix due à la guerre en Iran.Le gouvernement français revoit à la baisse ses prévisions de croissance et relève ses prévisions d'inflation, mettant en péril les finances publiques.L'Assemblée nationale examine un projet de loi pour augmenter les crédits alloués à la défense, avec des investissements massifs dans les munitions et la dronisation.L'Allemagne est confrontée au retrait de 5 000 soldats américains de ses bases, une décision perçue comme une volonté de punition de la part de Donald Trump.Les tensions commerciales entre l'Allemagne et les États-Unis s'intensifient avec l'annonce de nouveaux droits de douane sur les voitures européennes, menaçant l'économie allemande.Hébergé par Audiomeans. Visitez audiomeans.fr/politique-de-confidentialite pour plus d'informations.

Professor Adrian Saville from Gibs draws parallels between today and the 1970s, when oil prices surged tenfold and inflation reached 25% in some countries.

Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive. Support the show

Daily Snippet vom 30.04.2026 Der Markt ordnet sich neu. Das gestrige Fed-Meeting, Powells letztes als Chair, brachte ein Abstimmungsergebnis, das es seit 1992 nicht mehr gab: vier Mitglieder stimmten gegen ihn. Die Zinssenkungs-These ist damit gebrochen. Drei Abweichler wollten Zinssenkungen sogar aus dem Statement streichen. Gleichzeitig warnt Powell vor steigender Core-Inflation, während Ölpreise und Kündigungen Druck machen. Das Risiko heißt jetzt: Stagflation. Warum ich Krypto und Spekulation aktuell meide und mein Family Office stärker auf Cashflow, Energie und einen starken Dollar ausrichte, zeige ich heute im Daily Update Blog.

Support the show!https://preppertalkradio.com/goodlifeSupport the show, grab some merch!https://preppertalkradio.com/LibraryCheck out our recommendationshttps://preppertalkradio.com/recommendations-8108Use Code PrepperTalk10 for 10% offhttps://www.survivalfrog.com/Get Paris' Ebookhttps://pariscluff.com/preppertalkradiohttps://preppertalkradio.com/recommendations Click E1 App to download.Get your Patriot Packs 10% off use code PrepperTalkhttps://www.uspatriotpacks.com/preppertalkPreparedness Challenge Food Storage coursehttps://preparednesschallenge.com/home?am_id=paris6448Ozio Medical has your prescriptions and anti-bioticshttps://ozio.com/Use code PreppertalkH2Go Purifier - Code PrepperTalk for $6 offhttps://store.h2gopurifier.com/collections/products/products/h2go-purifier-globalHam Radio operator! Use code PrepperTalk for 10% offhttps://hamradioprep.com/Get your Goldbackshttps://alpinegold.com/ref/PrepperTalkDevos Outdoor Get 10% OFF! Code PrepperTalkhttps://www.devosoutdoor.com/?rstr=preppertalkOur Amazon Store:https://www.amazon.com/shop/preppertalkradioSupport the show, join our socialshttps://bio.link/preppertalkradioLike Our Facebook page. https://www.facebook.com/preppertalkradio https://bio.link/preppertalkradio Are you looking to be better prepared for life? Combining 3 lifetimes of experienced, tried, and true prepping and self-reliance with diverse backgrounds educationally, vocationally and regionally. Aligned on the principles of God, family and country to help build a stronger, more prepared community and Nation. We believe every person and family has an obligation to be or become self-reliant and to help build stronger, more prepared communities for all of life's unexpected emergencies, BIG or small. It doesn't matter if you call yourself a prepper, a survivalist, a citizen or patriot; we are all in this together. Our mission is to survive, thrive and carry on traditions of liberty and self reliance through our faith and fellowship

The US-Israeli war on Iran has caused the largest oil supply shock in history, according to the International Energy Agency (IEA). Ben Norton explains how the attacks by Trump and Netanyahu, and the ensuing blockade of the Strait of Hormuz, have unleashed an energy crisis that could destabilize the global economy. VIDEO: https://www.youtube.com/watch?v=bUdyPJM_rOw Topics 0:00 Intro 0:23 Schrödinger's ceasefire 1:24 Energy crisis 3:11 Strait of Hormuz 5:14 Petrodollar 6:45 Blockade 7:35 Impact on Asia 10:46 Europe 11:29 Food crisis 13:38 China 16:20 Renewable energy 18:24 Trump's claims 19:41 Stagflation fears 21:34 Outro

In this episode of The Wrap, Chris Whalen breaks down what's really driving the rally, why the inflationary impact of the Iran war will stay with us through the end of 2026, and why the Fed's hands are essentially tied regardless of who sits in the chair. Chris also digs into Q1 bank earnings — what the numbers are really saying about credit risk, why most banks are still refusing to disclose their private credit exposures, and why he believes the debt in these deals will ultimately be converted to equity — with retail and institutional investors left holding the bag. Plus: commercial real estate as a long-term drag on cities, the New York pied-à-terre tax as political theater, gold and silver ETF picks, and why Chris says the U.S. equity market would be "comfortable with the devil by lunchtime." Thank you to our partners at Goldco. Get your free 2026 Gold & Silver Kit at https://goldco.com/thewrap or call 855-573-0817Links:    The Institutional Risk Analyst: https://www.theinstitutionalriskanalyst.com/  The Wrap: https://www.theinstitutionalriskanalyst.com/post/theira837Inflated book (2nd edition): https://www.barnesandnoble.com/w/inflated-r-christopher-whalen/1146303673Twitter/X: https://twitter.com/rcwhalen    "Homework" from Chris :) https://shanakaanslemperera.substack.com/p/the-reserve-barbellUse the code TheWrap2026 for 25% off your first year of The Institutional Risk Analyst https://www.theinstitutionalriskanalyst.com/plans-pricingTimestamps:0:00 Intro 0:27 Breaking news — DOJ drops Powell probe, Chris reacts 2:03 Chris's assessment of Powell — "Mediocre" 2:18 "The burning tire of home price affordability" 3:58 "He could be attacking Warsh by Thanksgiving"5:49 Does Warsh come in as a hawk? 9:45 Main episode begins 10:15 Middle East/Iran update 12:56 Stagflation is the base case 15:00 Truflation viewer question 16:50 Spirit Airlines bailout 20:32 Kevin Warsh hearing circus 23:29 VantageScore — "election year press release" 27:15 D. Ricardo's letter on private credit 29:00 NVIDIA — "I would not be a buyer" 30:54 The generational experience gap 31:49 "You think we may get a crisis this year?" 32:45 Share repurchases — "funded with debt" 34:06 Gold homework — Reserve Barbell 37:07 The passive bid 38:00 Viewer Q — community banks 40:11 Viewer Q — Did Chris lock in his mortgage? 42:11 FOMC next week 42:30 "Distressed real estate is the next trade"

In this longform interview, Mining Stock Daily's Ian Wagner sits down with Jesse Felder to unpack the growing risk of stagflation against the backdrop of the ongoing U.S.–Iran conflict and rising energy prices. Wagner opens by questioning why equity markets remain resilient despite clear geopolitical and economic stress, while Felder points to a deeply ingrained “buy-the-dip” mentality and a shift toward speculative behavior since the pandemic.Felder argues that the current environment is being shaped by several long-term inflationary forces, including aging demographics, deglobalization, persistent fiscal deficits, and years of accommodative monetary policy. He suggests the recent energy shock is not the root cause, but rather an accelerant layered on top of an already fragile system.The discussion also highlights weakening earnings outside of energy and AI, risks tied to a slowing labor market, and the potential for higher interest rates. Felder emphasizes gold as a leading indicator, signaling further upside in commodities and yields. He ultimately warns that rising oil prices, tightening financial conditions, and a possible unwind of the AI investment boom could drive the next major market downturn.______Terrahutton empowers junior mining companies to secure investment with immersive, interactive, and visually striking storytelling. Learn more about the Terrahutton platform ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠HERE⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠______This episode of Mining Stock Daily is brought to you by... Revival Gold is one of the largest pure gold mine developer operating in the United States. The Company is advancing the Mercur Gold Project in Utah and mine permitting preparations and ongoing exploration at the Beartrack-Arnett Gold Project located in Idaho. Revival Gold is listed on the TSX Venture Exchange under the ticker symbol “RVG” and trades on the OTCQX Market under the ticker symbol “RVLGF”. Learn more about the company at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠revival-dash-gold.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Vizsla Silver is focused on becoming one of the world's largest single-asset silver producers through the exploration and development of the 100% owned Panuco-Copala silver-gold district in Sinaloa, Mexico. The company consolidated this historic district in 2019 and has now completed over 325,000 meters of drilling. The company has the world's largest, undeveloped high-grade silver resource. Learn more at⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠https://vizslasilvercorp.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Equinox has recently completed the business combination with Calibre Mining to create an Americas-focused diversified gold producer with a portfolio of mines in five countries, anchored by two high-profile, long-life Canadian gold mines, Greenstone and Valentine. Learn more about the business and its operations at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠equinoxgold.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Integra Resources is a growing precious metals producer in the Great Basin of the Western United States. Integra is focused on demonstrating profitability and operational excellence at its principal operating asset, the Florida Canyon Mine, located in Nevada. In addition, Integra is committed to advancing its flagship development-stage heap leach projects: the past producing DeLamar Project located in southwestern Idaho, and the Nevada North Project located in western Nevada. Learn more about the business and their high industry standards over at integraresources.com

Oil jumps and suddenly everyone becomes a doomsday economist.War headlines hit, prices tick up, and the word “stagflation” gets thrown around like it's inevitable. It isn't. What we're actually seeing is a system under pressure, not a system breaking.The difference matters.The U.S. isn't facing a true supply crisis. It's absorbing price shifts. Growth hasn't collapsed. Employment hasn't cracked. And while AI is pulling in massive capital, it hasn't yet translated into productivity, creating a temporary drag that feels like stagnation but isn't structural decay.This isn't the 1970s. It just rhymes enough to scare people who don't understand the mechanics.The real risk isn't oil. It's misreading the environment and reacting emotionally.In this episode, we break down what's actually happening, what's noise, and how to stay disciplined when everyone else is panicking.

Kerry sits down with Dennis Tubergen to break down a rapidly shifting economic landscape—and the warning signs are getting louder. Tubergen argues stagflation is no longer theoretical. With inflation rising and GDP expectations falling, he warns that higher energy prices could fuel a prolonged and painful cycle just as growth slows. The focus then shifts to gold and silver, where recent pullbacks look more like consolidation than weakness. With physical supply deficits and potential delivery stress, the setup—especially for silver—could be explosive. They also examine central banks accumulating gold, raising deeper concerns about long-term confidence in fiat currencies, while questioning the durability of cryptocurrencies. The conversation wraps with capital migration trends across the U.S., as high-income earners and corporations relocate to more favorable tax environments—highlighting growing structural and policy pressures. Find Dennis here: https://dennistubbergen.com Find Kerry here :https://khlfsn.substack.com and here: https://inflation.cafe    Kerry's New Book "The Armstrong Economic Code: The 5 Truths Investors Must Never Forget" is out now on Amazon!  Get your copy here:   https://a.co/d/bvYbZOz  "The World According to Martin Armstrong – Conversations with the Master Forecaster" is a #1 Best Seller on Amazon. . Get your copy here: https://amzn.to/4kuC5p5

This week on the rocket, co-pilots Halligan and Pearson dive into the political firestorm engulfing Westminster as Sir Keir Starmer faces intense scrutiny over the botched appointment of Peter Mandelson as Ambassador to the US. Following explosive evidence from former civil servant Sir Olly Robbins, the duo explores the ‘process-driven' culture of the current government and whether it is shielding a lack of transparency.Liam explains why even a potential ceasefire or the reopening of the Strait of Hormuz may not be enough to prevent a global energy crisis. With the UK inflation rate unexpectedly rising to 3.3% in March, the hosts warn of a "stagflation" trap that could see food and energy prices soaring for years to come.And co-pilot Pearson brings a report from her homeland in Wales ahead of the Senedd election in May…Highlights:Middle East infrastructure damage threatens high energy prices and rising UK inflation.Reform UK surges in Wales as voters consider abandoning the traditional two-party system.Sign up to our most popular newsletter, From the Editor. Look forward to receiving free-thinking comment and the day's biggest stories, every morning. telegraph.co.uk/fromtheeditor |Read Allison ‘Keir Starmer and Olly Robbins deserve each other':https://www.telegraph.co.uk/news/2026/04/21/keir-starmer-olly-robbins-deserve-each-other/ |‘British Jews are in danger. Either we do something about it or they'll leave':https://www.telegraph.co.uk/news/2026/04/22/britains-double-standards-over-anti-semitism/ | Read more from Allison: https://www.telegraph.co.uk/authors/a/ak-ao/allison-pearson/ | Read Liam ‘Britain is the most inflation-prone nation in the G7. That was true before the Iran war':https://www.telegraph.co.uk/business/2026/04/19/britain-most-inflation-prone-in-g7-true-before-iran-war/ | Read more from Liam: https://www.telegraph.co.uk/authors/liam-halligan/ |Read Liam's Substack: https://liamhalligan.substack.com/ |Need help subscribing or reviewing? Learn more about podcasts here:https://www.telegraph.co.uk/radio/podcasts/podcast-can-find-best-ones-listen/ |Email: planetnormal@telegraph.co.uk |For 30 days' free access to The Telegraph: https://www.telegraph.co.uk/normal | Hosted on Acast. See acast.com/privacy for more information.

This week on The Higher Standard, Chris, Saied and Rajeel do what the internet refuses to do: have a real conversation without immediately joining a cult. From political tribalism and social media brain rot to stagflation, AI pivots and the absolute insanity of a dead shoe company becoming an “AI infrastructure” play, this episode is a masterclass in spotting the hustle before it spots you. Along the way, the guys unpack why everything feels fake, why people feel stuck, and why modern life somehow includes paying for attention, hype and digital nonsense dressed up as opportunity. Equal parts sharp, funny and slightly unhinged, this one has a little bit of everything.

SCHEDULE YOUR FREE CONSULTATION WITH OXBOW at https://www.thoughtfulmoney.com/oxbowThe global oil price shock triggered by the Iran war is resulting in an inflationary surge that will ultimately slow economic growth.That means: "Stagflation dead ahead", warns Chance Finucane, Chief Investment Officer of high net worth advisory firm Oxbow Advisors.To find out how Chance and Oxbow founder Ted Oakley are positioning client capital in response, watch this video.#oilprice #inflation #stagflation _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It's important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer's unique goals, needs & risk tolerance.All the details on Thoughtful Money's relationship with the financial advisors it endorses, many of whom regularly appear on this program, can be found in the following documents. We highly recommend you review these documents as they cover the terms that will apply should you choose to work with one of these firms at any time after watching this video.Thoughtful Money Disclosure Document: https://thoughtfulmoney.com/wp-content/uploads/2023/12/Thoughtful-Money-Disclosure-Document-12.6.23.pdf?pid=227Thoughtful Money Agreement: https://thoughtfulmoney.com/wp-content/uploads/2024/11/Thoughtful-Money-Agreement-Agreement.docx?pid=227IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security's or a firm's past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2026 Thoughtful Money LLC. All rights reserved.

Hormus blockiert, Benzin bei 2,49, Stagflation im Anmarsch. Was das für dein Geld, deinen Kredit und dein Depot heißt.

Je länger die Straße von Hormus blockiert bleibt, desto größer sind die Auswirkungen auf die Weltwirtschaft. Der Internationale Währungsfonds warnt bereits vor der “größten Energiekrise der Neuzeit” und vor potenziell massiven Folgen. Wirtschaftsjournalist Nicolas Lieven erzählt in dieser 11KM-Folge, warum der Krieg in Iran nicht nur die Preise an der Zapfsäule in die Höhe treibt und wieso Deutschland besonders betroffen ist. Alle aktuellen Entwicklungen im Krieg zwischen den USA und Iran findet ihr jederzeit auf https://www.tagesschau.de/thema/iran Hier findet ihr unsere bisherigen 11KM-Episoden zum Krieg in Iran: https://1.ard.de/11KM_Podcast_Iran Hier geht's zu "Zehn Minuten Wirtschaft”, unserem Podcast-Tipp: https://1.ard.de/10_Minuten_Wirtschaft?=cp Diese und viele weitere Folgen von 11KM findet ihr überall da, wo es Podcasts gibt, auch hier in ARD Sounds: https://www.ardsounds.de/sendung/11km-der-tagesschau-podcast/urn:ard:show:4549910994dc2464/ An dieser Folge waren beteiligt: Folgenautorin: Axinja Weyrauch Mitarbeit: Lukas Waschbüsch Host: Elena Kuch Produktion: Christine Frey, Viktor Fölsner-Veress, Marie-Noelle Svihla und Jürgen Kopp Planung: Nicole Dienemann und Hardy Funk Distribution: Kerstin Ammermann Redaktionsleitung: Yasemin Yüksel und Fumiko Lipp 11KM: der tagesschau-Podcast wird produziert von BR24 und NDR Info. Die redaktionelle Verantwortung für diese Episode liegt beim BR.

An amazing interview with Greg Weldon of Weldon Financial, a renowned commodities trader with over 40 years of experience. Greg weighs in on what it will take for gold and silver to really get moving up again, what he is looking for as a key level on silver on the upside and also shares his views on when, if ever, the stock market may roll over.  Don't forget to also follow us on social media for more important precious metals updates! https://www.youtube.com/@Moneymetals | https://www.facebook.com/MoneyMetals | https://instagram.com/moneymetals/ | https://twitter.com/moneymetals | https://www.pinterest.com/moneymetals/

Steve Odland, CEO of the Conference Board, warns that stagflation risks are rising as geopolitical tensions and high borrowing costs weigh on growth. He explains why GDP may slow toward 1%, consumer confidence remains strained, and corporations are prioritizing cost control over expansion. Odland also discusses how A.I. investment and frozen capital spending are reshaping executive decision‑making amid stalled global trade.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

CPI triples to 0.9%, consumer sentiment hits an all-time low, and the Fed is quietly running QE — stagflation isn't coming, it's here.Gold ended the week at $4,745 with silver at $75.76 and mining stocks up 5%, all buoyed by the Taco Tuesday ceasefire that sent markets surging mid-week. Peter Schiff argues the ceasefire is a win for Iran and that Trump was looking for a way out of threats he could never carry out — but the real story is the inflation data.March CPI came in at 0.9% month-over-month, tripling February's reading and pushing year-over-year inflation to 3.3%. The Fed's balance sheet has quietly expanded by nearly $200 billion in 2026 — quantitative easing in everything but name. Q4 GDP was revised down to 0.5%, making 2025's full-year growth just 2.1% — lower than any year under Biden. Consumer sentiment plunged to 47.6, the lowest reading in the history of the survey. Schiff connects the dots: M2 money supply growing at 5%, a proposed 50% defense budget increase, and a Fed that will be forced to cut rates regardless of inflation all point to a stagflation environment where gold and silver are headed substantially higher.Chapters:00:00 Ceasefire and Market Mood15:20 Inflation Data and Fed QE23:14 Inflation Not The War38:46 Stagflation Bull CaseFollow @peterschiffX: https://twitter.com/peterschiffInstagram: https://instagram.com/peterschiffTikTok: https://tiktok.com/@peterschiffofficialFacebook: https://facebook.com/peterschiffGet more gold & silver now: https://www.schiffgold.com1-888-GOLD-160 (465-3160)Open a T Gold account: https://www.tgold.comOpen a managed account: https://europac.comListen to The Peter Schiff Show: https://schiffradio.comFollow the main channel: https://youtube.com/peterschiff#PeterSchiffShow #Stagflation #GoldInvestingOur Sponsors:* Check out Fast Growing Trees and use my code GOLD for a great deal: https://www.fast-growing-trees.com* Check out GhostBed: https://ghostbed.com/PETER* Check out Grammarly: https://grammarly.com* Check out Quince: https://quince.com/GOLD* Check out TruDiagnostic and use my code GOLD20 for a great deal: https://www.trudiagnostic.comPrivacy & Opt-Out: https://redcircle.com/privacy

CPI triples to 0.9%, consumer sentiment hits an all-time low, and the Fed is quietly running QE — stagflation isn't coming, it's here. Gold ended the week at $4,745 with silver at $75.76 and mining stocks up 5%, all buoyed by the Taco Tuesday ceasefire that sent markets surging mid-week. Peter Schiff argues the ceasefire is a win for Iran and that Trump was looking for a way out of threats he could never carry out — but the real story is the inflation data. March CPI came in at 0.9% month-over-month, tripling February's reading and pushing year-over-year inflation to 3.3%. The Fed's balance sheet has quietly expanded by nearly $200 billion in 2026 — quantitative easing in everything but name. Q4 GDP was revised down to 0.5%, making 2025's full-year growth just 2.1% — lower than any year under Biden. Consumer sentiment plunged to 47.6, the lowest reading in the history of the survey. Schiff connects the dots: M2 money supply growing at 5%, a proposed 50% defense budget increase, and a Fed that will be forced to cut rates regardless of inflation all point to a stagflation environment where gold and silver are headed substantially higher.

12. HEADLINE: Federal Reserve Policy and the Risks of Stagflation GUEST: John Cochrane SUMMARY: The Federal Reserve is adopting a "wait and see" approach to the current oil shock. Cochrane warns against repeating 1970s mistakes, such as credit controls or failing to act decisively against inflation. (12)1935 KHURMA KARIN

America is facing a perfect storm: rising stagflation, escalating tensions with Iran, and growing political division at home.As economic pressure builds and fears of a wider conflict intensify, many are asking tough questions:Are we on the brink of a deeper global recession?Why does U.S. foreign policy seem locked in despite shifting public opinion?And who really influences political decision-making in Washington?In this video, we break down:✔ The economic warning signs echoing (and potentially exceeding) the COVID-era downturn✔ The geopolitical stakes surrounding Iran and the Strait of Hormuz✔ The widening gap between voters and political leadership✔ The role of lobbying, influence, and emerging questions around AI and political powerThis is a critical moment—and the consequences could reshape the global order for years to come. Hosted on Acast. See acast.com/privacy for more information.

Are we sleepwalking into an economic disaster? I'm joined by economist and energy expert Tracy Shuchart, who breaks down why America's fragile, debt-ridden economy will struggle to sustain a $200 billion war with Iran. We explain why, despite the good intentions of dealing with Iran, the U.S. is not economically prepared for war — and how oil shocks, stagflation, and runaway debt could trigger a financial crisis. Tracy makes the point that we should focus more on oil refineries and pipelines, which are even more important than increased oil drilling. Separately, I tackle how Trump is both retreating on immigration and making the issue unpopular. Also, he is focused on the wrong issues with AI and is more interested in building the surveillance state than a healthy, broad-based economy.  Learn more about your ad choices. Visit megaphone.fm/adchoices

The Fed just admitted inflation is spiraling out of control while refusing to do the one thing that actually works—raise rates—and Powell is banking on hope and fantasy to save the economy, but here's why today's gold selloff is the buying opportunity of a lifetime.- This episode is sponsored by InvestingPRO. Get 55% o

Stagflation had entered the chat… But the President reversed everything with a tweet.Calvin Klein's is viral thanks to FX's “Love Story” about JFK Jr and CBK… but Calvin wasn't ready.Live Nation doesn't have to sell Ticketmaster… so is $LN the next $GOOG?Plus, Beyond Meat's got a new name… but it's the longest name in Wall Street history.$BYND $PVH $LYV $SPYBuy tickets to The IPO Tour (our In-Person Offering) TODAYArlington, VA (3/11): https://www.arlingtondrafthouse.com/shows/341317 New York, NY (4/8): https://www.ticketmaster.com/event/0000637AE43ED0C2Los Angeles, CA (6/3): SOLD OUTGet your TBOY Yeti Doll gift here: https://tboypod.com/shop/product/economic-support-yeti-doll NEWSLETTER:https://tboypod.com/newsletter OUR 2ND SHOW:Want more business storytelling from us? Check our weekly deepdive show, The Best Idea Yet: The untold origin story of the products you're obsessed with. Listen for free to The Best Idea Yet: https://wondery.com/links/the-best-idea-yet/NEW LISTENERSFill out our 2 minute survey: https://qualtricsxm88y5r986q.qualtrics.com/jfe/form/SV_dp1FDYiJgt6lHy6GET ON THE POD: Submit a shoutout or fact: https://tboypod.com/shoutouts SOCIALS:Instagram: https://www.instagram.com/tboypod TikTok: https://www.tiktok.com/@tboypodYouTube: https://www.youtube.com/@tboypod Linkedin (Nick): https://www.linkedin.com/in/nicolas-martell/Linkedin (Jack): https://www.linkedin.com/in/jack-crivici-kramer/Anything else: https://tboypod.com/ About Us: The daily pop-biz news show making today's top stories your business. Formerly known as Robinhood Snacks, The Best One Yet is hosted by Jack Crivici-Kramer & Nick Martell. Hosted on Acast. See acast.com/privacy for more information.