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5/20/25 - Hour 2 Guest host Suzy Shuster, Mets fan TJ, and Brockman discuss the lack-of-hustle accusations that are being thrown at New York's big offseason free agent signing Juan Soto. In ‘Overreaction Tuesday' Suzy weighs in on the Philadelphia Eagles, Kansas City Chiefs, the Jacksonville Jaguars' WR room, the Tush Push, Juan Soto's struggles, Shohei Ohtani's home run binge, and the possible NBA Finals matchups. Suzy's nephews call into the show to play the NFL ‘Win-Loss' Game for the New England Patriots. Please check out other RES productions: Overreaction Monday: http://apple.co/overreactionmonday What the Football with Suzy Shuster and Amy Trask: http://apple.co/whatthefootball The Jim Jackson Show: https://podcasts.apple.com/us/podcast/the-jim-jackson-show/id1770609432 No-Contest Wrestling with O'Shea Jackson Jr. and TJ Jefferson: https://podcasts.apple.com/us/podcast/no-contest-wrestling/id1771450708 Learn more about your ad choices. Visit podcastchoices.com/adchoices
4-16 Papa & Silver Show - Hour 4: Still Running Against the WindSee omnystudio.com/listener for privacy information.
4-16 Papa & Silver Show - Hour 4: Still Running Against the WindSee omnystudio.com/listener for privacy information.
Send us a textJoin us to talk about Mission Impossible trailer, Predator Killer of Killers, Andor, 4 Beatle's movies, Nintendo Switch 2 fallout, Pattinson in Dune 3, trouble for Batman 2 and our episode 8 discussion of Daredevil Born Again
If you are under CNC status with the IRS, does your CSED stop or keep going? It's important to know this answer...Do you have tax debt? Call us at 866-8000-TAX or fill out the form at https://choicetaxrelief.com/If you want to see more…-YouTube: / @loganallec -Instagram: @ChoiceTaxRelief @LoganAllec -TikTok: @loganallec-Facebook: Choice Tax Relief // Logan Allec, CPA -Reddit: u/Logan_AllecMentioned Video Links:-Is There Such a Thing As an "Unable to Pay Taxes" Status?: • Is There Such a Thing As an "Unable t... -Will Finding Out Your IRS CSED Give the IRS More Time to Collect?: • Will Finding Out Your IRS CSED Give t...
In this special episode, Hunter sits down with Denny Quaiff, Bob Duncan, and Nick Hall to celebrate the 40th anniversary of the Virginia Deer Hunters Association. They discuss how the organization was founded, the challenges they faced in those early days, and the victories that shaped its legacy.From grassroots efforts to major conservation initiatives, this conversation highlights the dedication of those who fought to preserve Virginia's deer population and hunting heritage. The guests also discuss the importance of hunters standing together as stewards of the outdoors to ensure future generations can continue to enjoy the tradition of hunting.Tune in for a fascinating look at the history, passion, and perseverance that have kept the Virginia Deer Hunters Association going strong for four decades.
It's time for a goals audit! Are you still committed to the same goals? Maybe it's an audit needed Maybe it's a new action plan Let's get reenergized together
On today's episode, Donald Trump has been sworn in as president once again and almost immediately began enacting his agenda. Hosts Yasmin Gagne and Josh Christensen break down the president's executive orders and policy promises relating to the economy, the tech industry, labor and climate Then, the fires in Los Angeles are still burning. ‘Los Angeles Times' climate columnist Sammy Roth unpacks the fallout from this disaster and the role climate change has played. Finally, The TikTok ban went into effect over the weekend for a grand total of 12 hours. For now, the app remains operational in the U.S. after former President Biden declared he wouldn't enforce the ban and President Trump signed an executive order on Monday pausing the ban for 75 days. But, what comes next for TikTok and the creators who lobbied for it to be saved? ‘Fast Company' executive editor Maia McCann and senior staff editor Max Ufberg help explain the state of TikTok. But, what comes next for TikTok and the creators who lobbied for it to be saved? ‘Fast Company' executive digital director Maia McCann and senior staff editor Max Ufberg try to explain the state of TikTok. For more of the latest news coming out of the Trump administration, and in the world of business, go to https://www.fastcompany.com/news For more on the Los Angeles Fires and Sammy Roth's writing on climate change, you can find his newsletter, Boiling Point, here and subscribe to his podcast of the same name here Be sure to subscribe, rate and review Most Innovative Companies on your podcast app of choice. You can also find more Most Innovative Companies podcast content on Fast Company's YouTube channel along with more videos on business news, tech, design and work life.
On today's episode, Donald Trump has been sworn in as president once again and almost immediately began enacting his agenda. Hosts Yasmin Gagne and Josh Christensen break down the president's executive orders and policy promises relating to the economy, the tech industry, labor and climate Then, the fires in Los Angeles are still burning. ‘Los Angeles Times' climate columnist Sammy Roth unpacks the fallout from this disaster and the role climate change has played. Finally, The TikTok ban went into effect over the weekend for a grand total of 12 hours. For now, the app remains operational in the U.S. after former President Biden declared he wouldn't enforce the ban and President Trump signed an executive order on Monday pausing the ban for 75 days. But, what comes next for TikTok and the creators who lobbied for it to be saved? ‘Fast Company' executive editor Maia McCann and senior staff editor Max Ufberg help explain the state of TikTok. But, what comes next for TikTok and the creators who lobbied for it to be saved? ‘Fast Company' executive digital director Maia McCann and senior staff editor Max Ufberg try to explain the state of TikTok. For more of the latest news coming out of the Trump administration, and in the world of business, go to https://www.fastcompany.com/news For more on the Los Angeles Fires and Sammy Roth's writing on climate change, you can find his newsletter, Boiling Point, here and subscribe to his podcast of the same name here Be sure to subscribe, rate and review Most Innovative Companies on your podcast app of choice. You can also find more Most Innovative Companies podcast content on Fast Company's YouTube channel along with more videos on business news, tech, design and work life.
On today's episode, Donald Trump has been sworn in as president once again and almost immediately began enacting his agenda. Hosts Yasmin Gagne and Josh Christensen break down the president's executive orders and policy promises relating to the economy, the tech industry, labor and climate Then, the fires in Los Angeles are still burning. ‘Los Angeles Times' climate columnist Sammy Roth unpacks the fallout from this disaster and the role climate change has played. Finally, The TikTok ban went into effect over the weekend for a grand total of 12 hours. For now, the app remains operational in the U.S. after former President Biden declared he wouldn't enforce the ban and President Trump signed an executive order on Monday pausing the ban for 75 days. But, what comes next for TikTok and the creators who lobbied for it to be saved? ‘Fast Company' executive editor Maia McCann and senior staff editor Max Ufberg help explain the state of TikTok. But, what comes next for TikTok and the creators who lobbied for it to be saved? ‘Fast Company' executive digital director Maia McCann and senior staff editor Max Ufberg try to explain the state of TikTok. For more of the latest news coming out of the Trump administration, and in the world of business, go to https://www.fastcompany.com/news For more on the Los Angeles Fires and Sammy Roth's writing on climate change, you can find his newsletter, Boiling Point, here and subscribe to his podcast of the same name here Be sure to subscribe, rate and review Most Innovative Companies on your podcast app of choice. You can also find more Most Innovative Companies podcast content on Fast Company's YouTube channel along with more videos on business news, tech, design and work life.
Chris discusses former President Obama's influence on Biden's administration, claiming Biden follows directives from "Obama's people." He criticizes new bans on natural gas-powered tankless water heaters and offshore oil drilling, arguing these policies increase costs for working Americans. He further challenges climate change narratives, accusing NOAA of data manipulation and pointing out historical evidence, such as Greenland's ice history, to question CO2's role in warming trends. www.watchdogonwallstreet.com
It's a false rumor; I haven't stepped down. I'm still running as an independent candidate for Agona West constituency. - Cynthia Morrison (NPP MP) clarifies.
Also: Charlottesville Schools are resuming renaming committees at four elementary schools, the Greater Richmond Transit Company has confirmed two hacks and more Central Virginia news. Today's top audio stories include confirmation that, yes, Richmond City Councilor Andreas Addison is still running for mayor, a preview of how Richmond's mayoral candidates would support Black reparations. There's also information about the latest in renaming four elementary schools in Charlottesville – and how you can help.
Sermon - Are You Still Running?
The BoomXers start off Season 6 with a Bang. Not really, we start off some Jibber Jabber, then learn about Dirty Electricity, Hot Honey and Killer Weed. Key Words, Jimmy Reads, Dave Wins, and Dickey Wallhout told Howard Trimmer to tell Shari that Art's 1949 Ford Tractor is Still Running!
On today's show, we open with the hypocrisy of the DNC as they are preparing for the worst in Chicago. They are putting up a wall around the convention center and demanding everyone show ID. This gets me into a small rabbit trail discussion over the soft bigotry of low expectation. Word salad is back on the table for Kamala Harris. At a very low attended stop in Pennsylvania, she tries to explain voting and democracy. When she is asked about how she is going to pay for all of her recently announced programs, she is at a total loss, filling the space with a lot of words without really answering the question. ABC's Martha Raddatz, while doing a man-on-the-street interview in Wisconsin is bothered that a young, black female is leaning toward Trump. She challenges the woman who knows her facts and that bothers Raddatz even more. We then get into a collection of comments from a recent campaign stop where Harris identifies all the issues we are facing in America. The irony is she doesn't think she has anything to do with all of these failures. And you know it's bad when a panel on CNN illustrates her Communist policies while acting like she hasn't been part of the current administration for the past 3 ½ years. In fact, JD Vance had a great line about her this past Sunday on Fox News. He said, “Giving Kamala Harris control over inflation policy is like Jeffrey Epstein control over human trafficking policy.” Next I remind you about Milton Friedman's explanation on how inflation happens. It is always a function of government printing money it doesn't have and spending it on programs it doesn't need. In their pretend interview with each other, Tim Walz makes it sound like he became the head football coach of a high school team and inside of 3 years, got them to a state championship. The reality is, thanks to his past criminal record, he wasn't the head coach or even a paid assistant coach. He was a volunteer. Is there a real movement of Swifties for Trump? It may not be a real thing, but it is interesting to think ISIS threats on her concerts may have mobilized her followers. Finally, the Supreme Court, in a 5-4 ruling, shot down the Biden-Harris attempt to change Title IX to include men in women's sports. This is a great win for the protection of women. The concerning aspect of this is that it was not a 9-0 decision. Take a moment to rate and review the show and then share the episode on social media. You can find me on Facebook, X, Instagram, GETTR and TRUTH Social by searching for The Alan Sanders Show. You can also support the show by visiting my Patreon page!
Libertarian Senate candidate Sid Daoud says he's not dropping out of the race. The statement comes after Former President Donald Trump made a cryptic statement about a possible upcoming "surprise" from Daoud.
It's Friday! We're covering Trump at the NABJ as well as why the show actually started late (you'll be shocked). Then its time for another installment of The Recombobulation Area with Dan Shafer. We're talking about the primary in the 3rd District and its getting spicy! As always, thank you for listening, texting and calling, we couldn't do this without you! Don't forget to download the free Civic Media app and take us wherever you are in the world! Matenaer On Air is a part of the Civic Media radio network and airs Monday through Friday from 10 am - noon across the state. Subscribe to the podcast to be sure not to miss out on a single episode! You can also rate us on your podcast distribution center of choice, they go a long way! To learn more about the show and all of the programming across the Civic Media network, head over to https://civicmedia.us/shows to see the entire broadcast line up. Follow the show on Facebook, X and YouTube to keep up with Jane and the show! Guest: Dan Shafer
So Hulk Hogan has a beer company and they may have mistakenly fired a young black girl because she black. Allegedly... Also it's Hulk Hogan. The Official Podcast for Wrestling w/ The Homies. A fan based Wrestling Podcast that speaks for the Wrestling Fan Culture. The Hosts: Qwan @qwanlm | Sylvan @sylvanlacue | Cooley @jayecooley Watch us on Youtube: www.youtube.com/@WrestlingWiththeHomies IG: @wwhpodcast TikTok: @wrestlingwiththehomies 369 | CURATED
Why is Tom Cruise running in every morning?
#151 As most of you have heard by now, Former President Donald Trump was recently found guilty on 34 counts of falsifying business records. Now, I know this is a controversial issue. But my take on it all is, is this the best we can do? Listen in and see if you feel the same!Support the Show.
In this episode, we dive into the incredible journey of a runner who has conquered an astounding 111 marathons and shows no signs of slowing down. From the starting line to the finish tape, we explore the highs, the lows, and the unwavering determination that keeps this athlete pounding the pavement. Discover how their passion ignites a fire in the hearts of aspiring runners, encouraging them to lace up and chase their dreams. Whether you're a seasoned marathoner or just starting out, this episode will leave you inspired and ready to hit the road!
He joined Tom Hauser on The WCCO Morning News.
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THE BIG PODCAST (FULL SHOW) - All New Big Interview with Saweetie, 50 Cent Sells A Diddy Doc To Netflix, Kendrick Still Running The Charts
Tonight's Episode Is My Podcast Series BrandonJaneauShow:I Bleed Sports And On This Episode I'm Talking About Basketball Both College And Professional,Boxing News And Lastest NFL Stories
Uncover the biggest secret behind Ronda Rousey's rise as a champion and pioneer of the fight game. Ronda Rousey was the first American woman to win an Olympic medal in judo, and UFC women's bantamweight champion from 2012 to 2015, she was also a professional wrestler in the WWE from 2017 to 2019, returning in 2022 before leaving in 2023. In this conversation Ronda and Steven discuss topics such as, her father's death by suicide, her eating disorder, abusive relationships with coaches, and the truth about the WWE. 00:00 Intro 02:10 Being Born With A Rare Disease 03:46 Ronda's Struggles as a Child 05:27 Her Father's Death When She Was A Child 07:35 Finding Out About Her Dad's Suicide 10:38 Ronda's Mother 11:46 What's Been Ingrained in Her as a Kid 13:34 Becoming a Prodigy of Judo 15:59 Her Competitive Nature for Fighting 20:30 Movin in With His Coach At 16 21:55 Her Struggles With Bulimia 24:33 Getting Bullied for Her Physique 25:49 Ronda Competing in the Beijing Olympics 26:30 Lack of Pay 27:01 Our Dark Side Becomes The Driver Of Our Success 29:32 How Her Concussions Affected Her Career 36:15 Defeating People in 60 Seconds 37:43 Having Very Strict/Abusive Coaches 39:56 How Did It Impact You? 42:53 Coaches Crossing the Line... 47:34 What Dana White Said About Ronda 48:55 Why Were You Fighting So Frequently? 50:15 Being The First Woman to Appear on the UFC 50:33 The New Jackie Chang 51:14 UFC 193 Ronda Vs Holly Holm 54:40 How Did You Feel After Losing? 58:14 Suicidal Thoughts 01:00:15 Ronda's Last Fight in the UFC 01:03:13 Her Husband Support During Tough Times 01:06:57 When Did WWE Come In? 01:10:44 Social Media Pressure 01:13:09 Did She Feel Expendable to the WWE? 01:13:30 Vince McMahon and Sexual Allegations 01:16:05 Ronda Suffering Two Miscarriages? 01:20:03 Where Does Her Happiness Come From? 01:27:32 Did Her Traumas Make Her Who She Is Today? 01:31:11 What She Learned From Her Dad? 01:33:04 Last Guest Question You can purchase Ronda's memoir, ‘Our Fight', here: https://amzn.to/43OM0P1 Follow Ronda: Twitter - https://bit.ly/4cI3SPP Instagram - https://bit.ly/3J4Tjc3 YouTube - https://bit.ly/3J2Qrwl Watch the episodes on Youtube - https://g2ul0.app.link/3kxINCANKsb My new book! 'The 33 Laws Of Business & Life' is out now - https://smarturl.it/DOACbook Follow me: https://beacons.ai/diaryofaceo Sponsors: Shopify: https://www.shopify.com/ Learn more about your ad choices. Visit podcastchoices.com/adchoices
In this Super Tuesday special edition of "Prime Time with Alex Stein," Alex welcomes the lovely and beautiful Lara Trump in-studio! We start the show discussing why Nikki Haley is addicted to losing and whether she is being paid to run her failed campaign. Following, we get a surprise call from Lara Trump's father-in-law; that's right, DONALD TRUMP calls Alex live to warn Alex to be respectful to his daughter-in-law (some might say the caller was actually Trump impersonator Shawn Farash, but we'll let you decide). After this, we discuss the infamous Trump shoes, and Lara confesses some surprising news regarding this footwear. Then, the show goes off the rails when Alex's producer performs a song about how he wants to party with Hunter Biden. Finally, Alex finishes on the conspiracy side, asking Lara questions about 9/11, the moon landing, and whether the earth is flat. You don't want to miss this episode of “Prime Time with Alex Stein”! Today's Sponsors: Sara Gonzales Unfiltered Our good friend Sara Gonazales is now hosting "Sara Gonzales Unfiltered." Everyone's favorite spicy Latina coming to you 5 nights a week at 6 ET with a no-holds-barred take on news, politics, and culture. You can watch on BlazeTV, the Sara Gonzales Unfiltered YouTube channel, or listen wherever you get your podcasts.
Story #1: Will gives the four reasons why former UN Ambassador Nikki Haley (R-SC) is still in the race after being blown out by former President Donald Trump in her home state. Story #2: Don't we already have a central bank digital currency? Are President Biden's border policies responsible for the death of nursing student Laken Riley on the UGA campus? President of the Brownstone Institute, Jeffrey Tucker joins to discuss. Story #3: Is Will College Football color blind? A quiz on the official shades of red within College Football. Tell Will what you thought about this podcast by emailing WillCainShow@fox.com Follow Will on Twitter: @WillCain Learn more about your ad choices. Visit megaphone.fm/adchoices
USA TODAY White House Correspondent Francesca Chambers looks at what's next for former South Carolina Gov. Nikki Haley and the Republican presidential field after Haley's big loss to former President Donald Trump in her home state.Israel and the U.S. continue to differ on resolutions in Gaza.USA TODAY National Correspondent Trevor Hughes breaks down the high turnover rate plaguing election offices nationwide.Florida's surgeon general is under fire for defying CDC recommendations as measles cases spread in the state.Flaco, the New York City owl has died.Episode Transcript available hereAlso available at art19.com/shows/5-ThingsSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Trailing by 30 points against Trump in her home state, Nikki Haley vows to fight on even after she gets clobbered in South Carolina
Nikki Haley wants everyone to know that she is still running for POTUS and that she is "brown." We have to admit we didn't know, or care, about her ethnic background until she kept bringing it up. Our vote depends on a candidate's policies, not ethnicity. Speaking of ethnicity, Sammy Hagar and LeVar Burton are surprised to see who's on their family tree. More insanity from the World Economic Forum as it adds coffee to the list of things contributing to the "climate crisis." And we think college basketball player Caitlin Clark flopped on the court when colliding with a fan after losing to Ohio State. Learn more about your ad choices. Visit megaphone.fm/adchoices
Nikki Haley wants everyone to know that she is still running for POTUS and that she is "brown." We have to admit we didn't know, or care, about her ethnic background until she kept bringing it up. Our vote depends on a candidate's policies, not ethnicity. Speaking of ethnicity, Sammy Hagar and LeVar Burton are surprised to see who's on their family tree. More insanity from the World Economic Forum as it adds coffee to the list of things contributing to the "climate crisis." And we think college basketball player Caitlin Clark flopped on the court when colliding with a fan after losing to Ohio State. Learn more about your ad choices. Visit megaphone.fm/adchoicesSee omnystudio.com/listener for privacy information.
Story #1: The new expanded Will Cain Show! Get ready for more: More debate, more dangerous conversations, more fun, and, most importantly, more you. Story #2: Octogenarians run for President of the United States while Septuagenarians retire in football. Plus, who is the G.O.A.T.? Nick Saban or Bill Belichick? Story #3: What exactly is holding? Why do the referees make some calls and ignore others? Will brings on former NFL Offensive Lineman and FOX Sports Betting Analyst Geoff Schwartz. Tell Will what you thought about this podcast by emailing WillCainPodcast@fox.com Follow Will on Twitter: @WillCain Learn more about your ad choices. Visit megaphone.fm/adchoices
Howie thought they would have gotten rid of Mitt's niece after the highly anticipated Red Wave of 2022 turned out to be a red trickle. Why is Ronna McDaniel still Chairwoman of the RNC? Last night's election results were... not great. Howie covers the referendum that enshrined abortion "rights" in Ohio. Then, he switches gears to the people of Gaza living under the terror of Hamas.
In the second hour, Dan Bernstein and Laurence Holmes reacted to new White Sox director of player personnel Paul Janish admitting that former manager Tony La Russa has been in some of his meetings lately. The White Sox announced the hiring of Janish on Thursday and held an introductory press conference later that day. BetQL Daily host Joe Ostrowski then joined the show to discuss his best bets for the Bears-Saints game Sunday and how to wager on the Heisman Trophy race, the College Football Playoff and Spurs rookie sensation Victor Wembanyama. Later, during the "High Noon" segment, Bernstein and Holmes listened back to four-time NBA All-Star Bernard King detail his "analytical" approach to basketball.
Dan Bernstein and Laurence Holmes reacted to new White Sox director of player personnel Paul Janish admitting that former manager Tony La Russa has been in some of his meetings lately. The White Sox announced the hiring of Janish on Thursday and held an introductory press conference later that day.
Kamala Harris laughably tried to defend her and Joe Biden's poor approval ratings numbers. She doubled down saying Biden was "alive" and running for re-election in 2024. Overseas, Israel upped the ante over the weekend pummeling Gaza which led to other leaders in the region, namely so-called NATO ally Turkey, calling for war against Israel. As things heat up Americans have been told to leave Lebanon on commercial flights while they still can or run the risk of not being evacuated by the U.S. government. Back home, students continue to not only protest Israel but now are making threats so significant that law enforcement and the FBI were dispatched to Cornell University, Marjorie Taylor Greene introduced a bill to censure Hamas Caucus member Rashida Tlaib, Colorado is trying to remove Donald Trump from the ballot citing the 14th amendment, and a weekend sports recap. Wayne Dupree joins in the second hour to discuss some of the insanity we are dealing with here in America. RUMBLE: See the full LIVE show on Rumble. Subscribe, Watch and Engage at https://rumble.com/DrewBerquist SUPPORT THE SHOW: Love Common Sense And Want To Keep Free Speech Alive? Support the Show. https://www.drewberquist.com/support/ SHOW SPONSORS AND AUDIENCE DISCOUNTS The Root Brands- Get rid of heavy metals and toxins in your body! Purchase Clean Slate and other Root Brands products here: https://www.rootbrandswellness.com/drewberquist Mammoth Nation - Shop Conservative and push back against the woke left. Become a member at https://mammothnation.com/ and use promo code DREW to save 30% on your membership. Thistle Creek Reserve - Go Beyond The Cup with Thistle Creek Reserve Premium Coffeehttps://thistlecreekreserve.com/ Use Promo Code DREW to Save 10% Heavens Harvest - Be prepared with survival food, water filtration and heirloom seeds. Get ahead and save at HeavensHarvest.com. Use promo code DREW to save! https://HeavensHarvest.com My Pillow - Get the best night's sleep of your life and save! Use Promo Code DREW to save up to 66% off your purchase at https://MyPillow.com My Patriot Cigars - Enjoy for yourself or give the gift of an outstanding smoke for freedom loving Americans at https://MyPatriotCigars.com use promo code DREW to save 15% off your order.
The leadership crisis in the House of Representatives became even more chaotic on Thursday. Republicans, unable to agree on a speaker, also rejected a plan to temporarily give the acting speaker more powers. Lisa Desjardins was outside the heated meeting and reports from Capitol Hill to try to explain this political mess. PBS NewsHour is supported by - https://www.pbs.org/newshour/about/funders
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The recovery in 2024 and 2025 looks promising, but the worst of the earnings cycle is likely not over, even for technology stocks.----- Transcript -----Welcome to Thoughts on the Market. I'm Mike Wilson, Chief Investment Officer and Chief U.S. Equity Strategist for Morgan Stanley. Along with my colleagues bringing a variety of perspectives, I'll be talking about the latest trends in the financial marketplace. It's Monday, June 5th at 11 a.m. in New York. So let's get after it. For the past several years, our overarching view on markets has been driven by our hotter but shorter cycle regime framework. More specifically, we wrote a report over two years ago that argued this cycle will run hotter, but shorter than what we've experienced over the past 50 years. We based this thesis in part on our comparison to the post-World War II time period, which looks quite similar to today in many respects. First and foremost, the excess savings buildup during World War II and the COVID lockdowns were released into the economy at a time when supply was constrained. The punch line is that both the fundamentals and asset prices returned to prior cycle highs at a historically fast pace. There's booming inflation in earnings in 2021, then led to the Fed tightening policy at the fastest pace in 40 years, a policy reaction that proved to be surprising to many investors. Now, we suspect many will be surprised again by the depth of their earnings decline in 2023, as well as the subsequent rebound in 2024 and ‘25. In a major deviation from the past 30 years, we think stocks are now positively correlated to the rate of change and inflation. We also believe this new inflationary cycle is better for stocks and bonds, at least over the secular time horizon of 7 to 10 years. However it will be volatile, with significant cyclical ups and downs that should be traded if one wants to fully capture the excess returns in this new regime. In short, the boom bust period that began in 2020 is currently in the bust part of the earnings cycle, a dynamic that has yet to be priced during the bear market that began 18 months ago. There are two key assumptions we think are now being made by many investors that may be erroneous. First, the worst of the interest rate hikes are now behind us. And second, technology stocks already experienced the worst of the earnings recession last year and can now look forward to accelerating growth in the second half of 2023. In fact, that reacceleration in earnings growth is now built into consensus expectations. Suffice it to say, we respectfully disagree with that conclusion. More importantly, this is a big change from the beginning of the year when our earnings outlook was not out of consensus. We think this has to do with companies sounding more optimistic about the second half, combined with the newfound excitement around artificial intelligence, or A.I., and what that means for both growth and productivity. While there will undoubtedly be individual stocks that deliver accelerating growth from spending on A.I. this year, we do not think it will be enough to change the trajectory of the overall cyclical earnings trend in a meaningful way. Instead, it may pressure margins further, as companies decide to invest in A.I. despite decelerating growth in the near term.
Republican presidential hopefuls flocked to Iowa this weekend for a chance to make their pitch to a key block of primary voters: conservative Christians. And even though former President Trump wasn't physically there — he dialed in via video call — he was still the largest presence in the room. This episode: political correspondent Susan Davis, national political correspondent Don Gonyea, and senior political editor and correspondent Domenico Montanaro.This episode of the podcast was produced by Elena Moore. It was edited by Lexie Schapitl. Our executive producer is Muthoni Muturi. Unlock access to this and other bonus content by supporting The NPR Politics Podcast+. Sign up via Apple Podcasts or at plus.npr.org. Connect:Email the show at nprpolitics@npr.orgJoin the NPR Politics Podcast Facebook Group.Subscribe to the NPR Politics Newsletter.
Bomani Jones discusses the wild weekend of playoff basketball including: the Warriors fighting back against the Kings (1:30), the Wolves surviving against the Nuggets (12:24), the Knick handling the Cavs (17:05), and the Dillon Brooks show in Los Angeles (20:19). Also an IYHH that dives into the unnecessary shooting of Ralph Yarl (31:15) and your voicemails on the time you talked too much trash in pickup (47:34) All that and more! IYHH Stories: @sophiaankel story on the shooting of Ralph Yarl: https://www.insider.com/black-teen-shot-head-ringing-wrong-doorbell-kansas-ralph-yarl-2023-4 @anyazoledz story on gender-affirming care for minors being banned in several states https://www.vice.com/en/article/dy3vdy/trans-kids-are-losing-critical-healthcare-and-their-parents-are-panicking @erinsnod story on 2 tons of cocaine being found off the coast of italy https://www.insider.com/tons-cocaine-worth-440-million-found-coast-italy-police-2023-4 Learn more about your ad choices. Visit megaphone.fm/adchoices