Podcasts about substacks

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Best podcasts about substacks

Latest podcast episodes about substacks

The KE Report
Craig Hemke – Precious Metals Correction: Pattern or Breakdown?

The KE Report

Play Episode Listen Later Oct 27, 2025 21:26


Gold and silver have pulled back sharply from recent highs, but Craig Hemke, founder and editor of TF Metals Report, says this is classic bull-market behavior - not the start of a bear phase. Gold remains up roughly 40–50% YTD, silver over 50%, and despite short-term pain, the structural uptrend remains intact. Key Topics Recurring 10% pullbacks: Craig outlines how each gold rally since 2023 has followed a rhythm — 90-day consolidations, 10% corrections, and ~20% surges higher. He sees the current move as another leg in that pattern. Silver's consolidation band: After reaching $54, silver's drop below $47 mirrors prior shakeouts. Hemke expects a 20% range to hold before the next breakout attempt toward new highs. Earnings strength & sentiment lag: Even at $3,800–$4,000 gold, miners like Newmont (NYSE: NEM) and Agnico Eagle (TSX/NYSE: AEM) are printing record margins. Investor sentiment, however, hasn't caught up. M&A and cash hoards: Majors are flush with cash, minimal debt, and strong cash flow. Hemke expects consolidation in the sector to spark fresh M&A activity as producers replace reserves. Macro triggers to watch: A Fed rate cut cycle, potential dollar weakness, and re-emerging risk appetite could all act as catalysts for the next leg up across precious and base metals. Visit Craig's website – TF Metals Report: https://www.tfmetalsreport.com/   -------------- For more market commentary & interview summaries, subscribe to our Substacks: https://kereport.substack.com/ https://excelsiorprosperity.substack.com/ Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

The KE Report
Nova Minerals - Government Funding To Fast Track Antimony At The Estelle Project, Alaska

The KE Report

Play Episode Listen Later Oct 23, 2025 21:31


Chris Gerteisen, CEO of Nova Minerals (ASX:NVA - NASDAQ:NVA - FSE:QM3), joins us to discuss the company's recent US$43.4 million U.S. government grant to fast-track antimony trisulfide production, a key component in munitions and clean-tech manufacturing, along with ongoing exploration and development at the Estelle Gold and Critical Minerals Project in Alaska. Key Discussion Points: $43.4M Government Grant: Funding supports Phase 1 antimony production and the development of an initial refinery in Alaska. Nova is already purchasing mining and processing equipment, with a target to begin production by mid-to-late next year. Two-Phase Development Plan: Phase 1 – Focused on surface extraction and smaller-scale production (hundreds of tons). Phase 2 – Expansion into a large-scale refinery at Port MacKenzie, scaling up to 5,000–10,000 tonnes of refined product annually. Strategic Infrastructure: 42-acre site at Port MacKenzie, a deep-water, year-round port with road and rail access, designed as a modular hub for future critical mineral refining. Drilling & Resource Definition: Antimony resource drilling underway with a second rig planned. Results will feed a mine plan and internal resource model to maintain the project's accelerated schedule. Gold Resource Strength: Estelle hosts a ~9.9Moz JORC resource (with ~5.2Moz SK-1300 pit-constrained at US$2,000/oz). Ongoing drilling at the RPM deposit is aimed at upgrading inferred ounces and completing an updated economic study in 2026. Dual Commodity Advantage: Parallel development of both gold and antimony provides diversification, strong leverage to current prices, and greater financial resilience. Near-Term News Flow: Antimony drill results, equipment procurement updates, processing plant construction milestones, and new gold assay results from Estelle and RPM. Please email me with any follow up questions for Chris - Fleck@kereport.com  Click here to visit the Nova Minerals website.   ----- For more market commentary & interview summaries, subscribe to our Substacks: https://kereport.substack.com/ https://excelsiorprosperity.substack.com/ Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

The KE Report
Erik Wetterling – The Alpha-Driven Explorers Have Been More Resilient Than Producers and Developers In This Precious Metals Correction

The KE Report

Play Episode Listen Later Oct 22, 2025 19:49


Erik Wetterling, Founder and Editor of The Hedgeless Horseman website, joins me for a candid discussion to review how different stages of the precious metals stocks are responding to the outsized corrections today and at the end of last week in gold and silver prices.   We start off noting the deeper pullbacks are occurring in the producers due to their tighter correlation with PM prices.  These stocks had attracted a lot of attention from momentum investors, that often were piling in without much thought as to the specific fundamentals or longer-term investing case for these companies.   In contrast, the alpha-driven gold or silver explorers are much more driven by newsflow, and so the metals prices are less germane.  As a result, they've actually been more resilient to this sector correction, and were some of the only stocks in the green on a turbulent day in a sea of red.  Erik points out though, that they also didn't have as much upside torque as the metals prices were climbing, because again they are driven by their own micro catalysts and fundamentals.   Erik is becoming more animated by the second wave of the Lassonde Curve, where the developers have the leverage and optionality to rising metals prices, but there remains a large delta in where the ounces in the ground are being valued versus the margins that the producers are making for each ounce of gold or silver they pull out of the ground and process.   Click here to follow Erik's analysis over at The Hedgeless Horseman website   For more market commentary & interview summaries, subscribe to our Substacks:   https://kereport.substack.com/ https://excelsiorprosperity.substack.com/     Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

The KE Report
Kuya Silver - Record Q3 Concentrate Sales, Ramp-Up Progress & Q4 Drilling Plans

The KE Report

Play Episode Listen Later Oct 22, 2025 21:10


I'm joined by David Stein, President & CEO of Kuya Silver (CSE: KUYA – OTCQB: KUYAF – FRA: 6MR1), for an operational update on the Bethania Silver Mine in Peru, following the October 17th news of record Q3 concentrate sales, infrastructure upgrades, and new management appointments. Discussion Highlights: Record Q3 Results - Best quarter to date for concentrate sales and recoveries (~92%), despite a temporary equipment outage. Operational Upgrades - New high-capacity air compressor plus backups now in place to ensure stable production and reduced downtime. Ramp-Up Progress - On track to reach ~100 tpd by mid-November, with a path toward 350 tpd in 2026. Breakeven estimated at 80–100 tpd under current silver prices. New Ramp Development - Construction underway to improve haulage, support expansion, and access deeper levels for future mining. Exploration Growth - A 5,000m underground drill program is starting to extend mineralization at depth and upgrade resources.   If you have any follow-up questions for David, please email me at Fleck@kereport.com Click here to visit the Kuya Silver website – https://kuyasilver.com/   ---------------- For more market commentary & interview summaries, subscribe to our Substacks: https://kereport.substack.com/ https://excelsiorprosperity.substack.com/ Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

The KE Report
Craig Hemke - Gold/Silver Huge Volatility, Silver Backwardation, Equity Valuations

The KE Report

Play Episode Listen Later Oct 20, 2025 23:54


Gold and silver remain in strong uptrends despite last week's sharp pullback. Gold is still up ~50% YTD, silver over 60%, and miners (GDX, GDXJ, SIL, SILJ) continue to surge.  Craig Hemke, founder and editor of TF Metals Report, joins us to explain why last week's volatility was typical bull-market action - not the end of the move. Key Topics Options expiry shakeout: Expiring calls triggered forced selling and sharp, short-term pressure. Silver above $50: After decades, silver's sustained breakout signals a new phase; holding that level could ignite more CTA and fund buying. Backwardation insight: Spot silver trading above futures reflects institutional supply tightness in London, not a retail shortage. Miners' earnings torque: With record prices and lower costs, producers and developers remain undervalued heading into Q3 results. Investor roadmap: Expect a brief consolidation after earnings before the next leg higher.   Visit Craig's website – TF Metals Report: https://www.tfmetalsreport.com/   ---------------- For more market commentary & interview summaries, subscribe to our Substacks: https://kereport.substack.com/ https://excelsiorprosperity.substack.com/ Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

The KE Report
Cosa Resources – Identification Of Prospective Drill-Ready Targets at the Darby Uranium Project In The Athabasca Basin For 2026 Exploration Program

The KE Report

Play Episode Listen Later Oct 19, 2025 14:26


Keith Bodnarchuk, President and CEO, and Andy Carmichael, VP of Exploration of Cosa Resources Corp. (TSXV: COSA) (OTCQB: COSAF) (FSE: SSKU), both join me to review the news released on October 14th which announced the identification of multiple high priority follow up drill targets at the Darby Project.  Darby is a joint venture (JV) between Cosa and Denison Mines Corp. (TSX: DML) (NYSE American: DNN) and is located 10 kilometres west of Cameco's Cigar Lake Mine in the eastern Athabasca Basin, Saskatchewan. Cosa is the project operator and holds a 70% interest with Denison holding a 30% interest.   Keith starts us up highlighting the prospective geology and historic work that made the Darby Project a vital component of the JV transaction with Denison. The recent identification of new drill targets as a results further analysis from the exploration team supports Cosa's thesis that Darby is a mature, discovery-ready project that will receive drilling in the year to come.   The identification of highly prospective drill ready targets came as a result of extensive historical drill core and data review at the Delta and Charlie trends by Cosa's Chairman Steve Blower and VP Exploration Andy Carmichael, as they relogged all historical Darby drill holes in June of this year. Their work confirmed desktop interpretations and generated immediate follow up targets.   When the team at Cosa reviewed the historic work by prior operators, it interpreted that of 31 drill holes on the Property targeting conductive anomalies only 13 (42%) explained their target and only six (19%) were effective evaluations of the targeted area, leaving over 80% of the Projects' 40 kilometres of conductive strike length untested. Multiple historical drill holes intersected features suggesting proximity to uranium mineralization – warranting direct follow-up drilling in the future.   Andy mentioned that with a more experienced scientific understanding and framework today, and by applying the same target identification approach that led them to discover the Hurricane Deposit in 2018, that they are very encouraged by the historical data and drill core. Coincident alteration, illite, and chlorite plus broad zones of anomalous uranium in the lower sandstone are strong indicators of a uranium bearing system in the eastern Athabasca including at the nearby Cigar Lake mine.   The Company will begin the approaching 2026 drilling season with highly prospective follow up targets at both Darby and Murphy Lake North. Keith mentioned that they are looking forward to finalizing drilling plans and budgets their joint venture partner and largest shareholder, Denison Mines, and discussed the benefit of their continued guidance and support on these exploration initiatives.     If you have any questions for Keith or Andy regarding Cosa Resources, then please email them to me at Shad@kereport.com.     Click here to follow the most recent news from Cosa Resources   For more market commentary & interview summaries, subscribe to our Substacks: https://kereport.substack.com/ https://excelsiorprosperity.substack.com/   Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

The KE Report
Marc Chandler - Metals Volatility, US-China Tensions, and Regional Bank Risks

The KE Report

Play Episode Listen Later Oct 17, 2025 26:55


In this week's Daily Editorial, Marc Chandler, Managing Partner at Bannockburn Global Forex and editor of Marc to Market, returns to break down a whirlwind end to the week: a sharp pullback in rare earth and precious metals equities, renewed US-China friction, and fresh jitters around US regional banks. He also shares practical portfolio tactics for navigating vertical moves and volatility shocks. What we cover Metals selloff after spike highs: Why rare earth and gold/silver equities gave back gains into week's end, and how sentiment, rate-cut odds, and “deal optimism” around US-China fed profit-taking. Strategic reality check on rare earths: Regardless of near-term politics, the US/EU/Japan must rebuild REE processing capacity - an industrial project measured in years, not quarters. Regional banks back in the headlines: What Zions and Western Alliance signal about CRE stress, the refinancing wall into year-end, and why KRE can bounce even while the group remains in a broader drawdown. Dollar & rates link: Marc's framework for the USD tracking US yields lower if the Fed continues cutting, plus how “dollar-block” FX (CAD/AUD/NZD) and safe havens (CHF) fit into the macro picture. Click here to visit Marc's site - Marc To Market.      --------------- For more market commentary & interview summaries, subscribe to our Substacks: https://kereport.substack.com/ https://excelsiorprosperity.substack.com/   Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

The KE Report
Joel Elconin - Pre-Market Recap: VIX Spike, Rate Cuts, and Rotations

The KE Report

Play Episode Listen Later Oct 17, 2025 13:53


In this pre-market Daily Editorial, we welcome back Joel Elconin, co-host of the Pre-Market Prep Show and founder of the Stock Trader Network. Joel takes a step back from the recent surge in gold and silver to focus on the broader U.S. equity markets - where rising volatility and falling yields are hinting at a potential shift beneath the surface. Key Discussion Points: Rising VIX and market nerves - The VIX has climbed above 20, signaling growing unease even as indexes remain flat. Joel explains why this feels more like a “nervous market” than the start of a full correction. Rates are dropping - good or bad? - With the 10-year Treasury near yearly lows, Joel questions whether falling yields reflect optimism or an early warning of slower growth ahead. Sector rotation themes - Momentum in the Magnificent Seven is fading, while small-caps (IWM) and biotech (XBI) show strength. Joel outlines where money may be rotating and how interest rate sensitivity is driving trades. Earnings season tone - Early results from banks and airlines show mixed signals. Joel highlights how upcoming mega-cap tech earnings will be key to gauging market sentiment and valuations. AI and spending boom - Massive corporate investment in AI continues to prop up GDP numbers, but Joel questions sustainability - suggesting investors look instead at infrastructure and data-center beneficiaries. Opportunities abroad and in lagging sectors - From European ETFs (EFA) to housing and biotech, Joel identifies areas that may offer better entry points as U.S. markets consolidate. Joel also shares how he's navigating this environment - why he sees the market as “nervous, not broken,” and what signals would confirm a deeper shift in sentiment.   Click here to visit Joel's PreMarket Prep website: https://www.premarketprep.com/ Click here to visit the Stock Trader Network: https://www.stocktradernetwork.com/   ----------- For more market commentary & interview summaries, subscribe to our Substacks: https://kereport.substack.com/ https://excelsiorprosperity.substack.com/ Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

The KE Report
Talisker Resources – Second Month Of Gold Production And Operations Update From The Mustang Mine At The Bralorne Gold Project

The KE Report

Play Episode Listen Later Oct 17, 2025 12:16


Terry Harbort, President and CEO of Talisker Resources (TSX: TSK) (OTCQX:TSKFF), joins me to review the October 9th news announcing the second gold sale from September production from the Mustang Mine, at their 100% owned Bralorne Gold Project in British Columbia. The Company has been consistently trucking over the first development ore from the Mustang Mine to Nicola Mining's Craigmont Mill located in Merritt, British Columbia, and is now starting to truck over the higher-grade vein material as well as ramping up the tonnes per day to the mill.   In September, Talisker produced 862 ounces of gold from the Mustang Mine following on from the 707 ounces of gold sold in August for a total of 1,569 for the quarter ended September 30th. Production was sourced mostly from in-vein development from the 1090, 1105 and 1120 levels and production stoping from the stopes between the 1060 and 1075 levels. Planned production in the fourth quarter 2025 will be sourced from stopes between the 1075 and 1090 and the 1090 and 1020 levels.   Terry reviews their operations team's accelerated development of the Lower Mustang decline which will allow access to the 1045 and 1030 levels below currently accessible areas. To date, 115 metres of development has been completed with 95 metres remaining to reach the 1045 level along the Alhambra and BK veins, increasing future mine output, gold production, and revenues.   In addition to having increased the amount of ore mined from 250-300 tpd, there is a current initiative to expand that up to 500 tpd and look to beginning upgrading the ore on site using ore-sorting technology.  This ore-sorting would all for shipping higher-grade material, with less associated waste, and would make it even more economical to be shipped to Nicola Mining's Craigmont mill, which is currently at capacity processing Talisker's ore.  Then further out the plan is to increase mining from more areas including from the Olympus Mine to the southeast of the Mustang Mine, and increase operations to 750-1,000 tpd, also utilizing other nearby processing centers with spare capacity. An economic study is slated for later this year that will explore some of these concepts in more detail. Wrapping up we discuss the key milestones and news on tap for the balance of this year.     If you have any follow up questions for Terry then please email me at Shad@kereport.com.   Click here to follow the latest news from Talisker Resources   For more market commentary & interview summaries, subscribe to our Substacks: https://kereport.substack.com/ https://excelsiorprosperity.substack.com/   Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

The KE Report
Brien Lundin - The Bull Market Flood: Record Financings, $4,300 Gold, and Where Are The Best Opportunities?

The KE Report

Play Episode Listen Later Oct 16, 2025 19:50


In this KE Report Daily Editorial, we're joined by Brien Lundin, Editor of Gold Newsletter and host of the New Orleans Investment Conference (Nov. 2–5), to discuss the powerful rally across precious metals and the historic wave of financings sweeping through the junior mining sector. Key Discussion Highlights: Unprecedented capital inflows: Gold nearing $4,300/oz and silver topping $53/oz have triggered a flood of financings - many without warrants, rapidly upsized, and often the largest in company histories. Institutional money returns: Deep-pocketed generalist and hedge fund investors are pouring in, marking a seismic shift for the mining industry. What companies will do with the cash: With exploration budgets surging, Brien expects both inefficiency and discovery - some waste, but also new mines and mid-tier producers emerging. Valuation catch-up coming: Feasibility studies using $2,000–$2,500 gold are now badly outdated; developers could see massive re-ratings as markets recalibrate to current prices. Exploration strategy: How to approach pre-discovery and early-stage drill stories, and why management quality, technical depth, and early hints still matter most in a hot market. Stocks mentioned: Aftermath Silver (AAG.V / AAGFF), Blackrock Silver (BRC.V / BKRRF), Delta Resources (DLTA.V), Contango Ore (CTGO), Collective Mining (CNL.TO), Prospector Metals (PPP.V). Click here to learn more about the New Orleans Investment Conference on November 2-5.    ---------- For more market commentary & interview summaries, subscribe to our Substacks: https://kereport.substack.com/ https://excelsiorprosperity.substack.com/ Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

The KE Report
Erik Wetterling – Nordic Funds and Mines Conference Recap - Value Proposition In Americas Gold and Silver, Silver Tiger Metals, and Juggernaut Exploration

The KE Report

Play Episode Listen Later Oct 13, 2025 23:03


Erik Wetterling, Founder and Editor of The Hedgeless Horseman website, joins me to recap the Nordic Funds and Mines conference last week in Stockholm, Sweden and some of the resource companies that stuck out to him with attractive catalysts on tap to build future value.   We start off discussing the key takeaways from the conference with regards to the quality of the event, the various metals in focus, investor sentiment, and some of the silver and gold companies where he sees an attractive value proposition.   Erik highlights a precious metals producer with expansion potential and an antimony credit, a PM developer with a potential permitting catalyst along with exploration upside, and true grassroots exploration story in the Golden Triangle, funded for a compelling drill program next exploration season.    >> The companies we discuss in this interview are:   Americas Gold and Silver Corp (TSX: USA) (NYSE American: USAS) Silver Tiger Metals Inc. (TSXV: SLVR) (OTCQX: SLVTF) Juggernaut Exploration Ltd (JUGR.V) (OTCQB: JUGRF)    Click here to follow Erik's analysis over at The Hedgeless Horseman website   For more market commentary & interview summaries, subscribe to our Substacks: https://kereport.substack.com/ https://excelsiorprosperity.substack.com/   Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

The KE Report
Erik Wetterling – Value Proposition Adjustments In The Exploration Stocks  – Rackla Metals, West Point Gold, And Altamira Gold

The KE Report

Play Episode Listen Later Oct 8, 2025 18:19


Recorded October 7th, 2025:  Erik Wetterling, Founder and Editor of The Hedgeless Horseman website, joins us to review adjustments that he is making to the value proposition in 3 gold exploration stocks, based around recent press releases and milestones. He sees this newsflow as much more relevant for any changes in the company's valuation (either up or down), than the improving sentiment within the backdrop of rising underlying precious metals price environment.   >>  The companies we discuss in this interview are:   Rackla Metals Inc. (TSX-V: RAK) (OTC: RMETF) West Point Gold Corp. (TSXV: WPG) (OTCQB: WPGCF) Altamira Gold Corp. (TSXV: ALTA) (FSE: T6UP) (OTCQB: EQTRF),   Click here to follow Erik's analysis over at The Hedgeless Horseman website   For more market commentary & interview summaries, subscribe to our Substacks: https://kereport.substack.com/ https://excelsiorprosperity.substack.com/   Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

The KE Report
Jeff Phillips – High Conviction Prospect Generators – Headwater Gold, Almadex Minerals, Kincora Copper, and Latin Metals

The KE Report

Play Episode Listen Later Oct 7, 2025 22:56


Jeff Phillips, President of Global Market Development, and an activist investor in the junior resource space, joins us to review the benefits of investing in the prospect generator business model in some of his positions; while still maintaining other positions in pure explorers.  He goes on to unpack the value proposition in 4 different prospect generators that he holds in his portfolio, after participating in various private placement financings.   We also get more perspective on how Jeff evaluates opportunities in mining stocks and the types of management teams and share structure that he likes to see to participate in their financings.   Jeff has been involved in the natural resource space for the last three decades, and is a large strategic shareholder of over a dozen junior companies, and still a significant shareholder in a number of other mining stocks. Jeff also serves as a technical consultant and advisor to several companies in the junior resource space, working on improving their messaging to the marketplace, roster of investors, and liquidity. Even though he doesn't do many public-facing interviews or write in widely followed publications, Jeff is one of the most influential and well-respected people in the business. You'll often see him hard at work at mining conferences, doing his due diligence and connecting people to one another.   The companies we discuss in this interview are:   Headwater Gold (CSE: HWG) (OTCQB: HWAUF) Almadex Minerals (TSX-V: DEX) (OTC: AAMMF) Kincora Copper (ASX: KCC) (TSXV: KCC) Latin Metals (TSXV: LMS) (OTCQB: LMSQF)   For more market commentary & interview summaries, subscribe to our Substacks: https://kereport.substack.com/ https://excelsiorprosperity.substack.com/   Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

The KE Report
Craig Hemke - Gold & Silver's Historic Run… What's Next for Miners?

The KE Report

Play Episode Listen Later Oct 6, 2025 26:00


Gold and silver have extended their historic run, with gold up 8 of the last 9 months (~50% YTD) and silver up over 60% YTD. Meanwhile, the mining ETFs (GDX, GDXJ, SIL, SILJ) have posted massive gains - GDX up 125% this year. Craig Hemke, founder and editor of the TF Metals Report, joins me to break down why this move is not parabolic speculation but part of a recurring pattern - and why miners may just be getting started. Key Topics Breakout structure: Gold's fourth major breakout in two years follows the same rhythm — multi-month consolidations followed by 15–20% surges. Craig explains why the late-August breakout fits that roadmap and how far it could extend into year-end. Silver's acceleration: Structural supply deficits, record industrial demand, and a FOMO-driven futures trade are propelling silver toward its prior highs. Craig outlines why $49–50 may trigger a short consolidation before a push into new territory. Miners' earnings leverage: With record quarterly average prices for gold and silver, falling energy costs, and strong margins, miners are set for spectacular Q3 results. Craig highlights why mid-tier, low-AISC producers offer the best torque and why developers remain undervalued on a per-ounce basis. Flows & valuation reset: Even 1% of the $20 trillion combined market cap of the “Mag 6” mega-caps could buy the entire GDX ten times over. A small rotation into miners could rewrite valuation norms as ETF and fund flows broaden across the sector. Macro backdrop: With the U.S. government shutdown delaying data and upcoming CPI/PPI releases, markets remain focused on the Fed's next move. Craig also points to ongoing currency debasement, de-dollarization, and central-bank buying as key tailwinds for gold demand. Investor playbook: Why “buy-the-dip” behavior persists, how to identify quality producers with low costs, and why the absence of 2011-style M&A suggests this bull market still has room to run.   Stocks / symbols mentioned: GDX, GDXJ, SIL, SILJ, CDE, FNV, WPM   Click here to visit Craig's website – TF Metals Report   ----------------- For more market commentary & interview summaries, subscribe to our Substacks: https://kereport.substack.com/ https://excelsiorprosperity.substack.com/   Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

In the Company of Mavericks
Global Entropy & Common Derangements with Marvin Barth

In the Company of Mavericks

Play Episode Listen Later Oct 6, 2025 63:58


Last week I had a conversation with Marvin Barth, author of the Thematic Markets and Seriously, Marvin?! Substacks.Marvin is what I would call an evolved policy wonk. A PhD economist, Marvin's career includes working for The Federal Reserve, the Bank for International Settlements, the US Treasury Department and several major Wall Street banks.He has a well-informed and holistic view of the world and its core drivers, which should be interesting to everyone, but particularly those of us trying to understand how to position long-term investment portfolios in these chaotic and challenging times. I was keen to speak to Marvin about his Global Entropy framework, which he first outlined on his “paid for” Thematic Markets service two years ago, but has recently republished along with an epilogue on his non-paywalled Substack, Seriously, Marvin! In a wide-ranging discussion, which I found challenging to edit, we discussed what Global Entropy is and how it has commonly been interpreted by differing versions of cognitive dissonance or derangements among universalist liberal elites.        As always, what you are about to hear is not intended as advice, but rather for your enjoyment and hopefully, entertainment. Please take personal financial advice before investing a penny of your money in these crazy markets.  With that said, please enjoy my conversation with the maverick, Marvin Barth. Brought to you by Progressive Equity. 

The KE Report
Marc Chandler - Markets Looking Past the U.S. Government Shutdown; Gold at Record Highs

The KE Report

Play Episode Listen Later Oct 3, 2025 21:27


Marc Chandler, Managing Partner at Bannockburn Global Forex and editor of Marc to Market, joins us to unpack why stocks keep hitting record highs, gold is breaking into uncharted territory, and what's next for bonds and the U.S. dollar. Marc breaks down: Why markets are looking past the shutdown and focusing on Fed cuts later this month Gold's relentless trend: central-bank buying, momentum, and geopolitical reserve risks Bonds, inflation, and why yields could break lower from ~4% The dollar's sideways range - bounce now, but broader downtrend ahead Global ripple effects as equities from Europe to Japan to Mexico also test record highs   Click here to visit Marc's site - Marc To Market.    ---------- For more market commentary & interview summaries, subscribe to our Substacks: https://kereport.substack.com/ https://excelsiorprosperity.substack.com/   Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

The KE Report
Scottie Resources – Reviewing The Next Batch Of High-Grade Gold Assays Returned And Updates On The Bulk Sample, PEA, and Ore Sorting Study

The KE Report

Play Episode Listen Later Oct 3, 2025 18:23


Brad Rourke, CEO of Scottie Resources (TSX.V:SCOT – OTCQB:SCTSF), joins us to review the latest batch of high-grade gold assay results from the largest ever drill program, and a number of key ongoing initiatives and further derisking work building towards an upcoming Preliminary Economic Assessment (PEA), with a bulk sample in progress, and an ore sorting study underway at the Scottie Gold Mine Project; located in the Golden Triangle of British Columbia.   We start off reviewing the next batch of high-grade drill results returned from the ongoing planned 25,000 meters exploration program at the Blueberry Contact Zone.   Highlights:   Blueberry Contact drillhole SR25-370 intersected 7.43 grams per tonne (g/t) gold over 18.75 metres (m), including 30.0 g/t gold over 3.3 m at the Lemoffe vein zone (Table 1, Figures 1,2,4). Blueberry Contact drillhole SR25-369 intersected 37.0 g/t gold over 2.85 m at the Blueberry vein zone (Table 1, Figures 1,2,3). Blueberry Contact drillhole SR25-365 intersected 9.99 g/t gold over 4.00 m at the Fifi vein zone (Table 1, Figures 1,2). Blueberry Contact drillhole SR25-367 intersected 61.9 g/t gold over 1.00 m at the Fifi vein zone (Table 1, Figures 1,2).   Brad highlights that 4 diamond drill rigs have been turning across the property at the high-priority Blueberry Contact Zone, around the past-producing Scottie Gold Mine, including at the Wolf Zone discovered last season, and at the C & D veins. Brad points out that about 21,000 meters has been drilled thus far, and that the big percentage of that will be infilling areas with tighter spacing, focused on upgrading the resources from inferred to indicated categories at the Blueberry Contact Zone.  However many of the holes will also go deeper doing some true exploration work with a focus on expanding the potential open pit and upper portions of the underground resources at both Blueberry and Scottie areas.   Ongoing geotechnical and hydrogeology drilling will also provide data to inform mine design and assist efforts with the recent initiation of Baseline Environmental Studies. With all this exploration and fieldwork now underway, the Company remains on track to deliver a low-capex PEA based on a Direct Shipment Ore (DSO) scenario in October.  Brad reiterates that the management team and board believes this coming economics study will clearly highlight the significant, untapped value of the Scottie Gold Mine Project.  The company then plans to springboard over the Pre-Feasibility Study and head straight into work streams for a Feasibility Study (FS) with actual cost estimates and more detailed economics as the next major economic study to be undertaken.   Next we touched on the ongoing 10,000-tonne surface bulk sampling program where they have been blasting and mucking mineralized material from the road-accessible outcropping Bend Vein located on the north end of the Scottie Gold Mine Project.  Bulk sample progressing on schedule, where the mucking has now been completed and crushing and transport has commenced down the Granduc road. Brad outlines that this bulk sample will be a nice opportunity to learn more about a number of metrics and provide a nice proof of concept, as well as generating some non-dilutive capital for the Company in the process.   When reviewing their direct-ship ore strategy, Brad highlighted that Scottie has one of the closest gold projects to a deep-sea shipping terminal, which based on its location is positioned in one of North America's cheapest commercial shipping lanes to Asia. In addition to the ease of a proposed open-pit mine, which already has an existing mine permit, there is also key external infrastructure in place, such as power lines and hauling roads right to site.  Ocean Partners recently participated in a financing for the company this summer, and has expressed interest in the offtake of this material in a development scenario.   Wrapping up we discussed the ongoing Phase 2 ore-sorting study underway, that will be a more advanced Feasibility Study level test of upgrading the ore, with the strategy to reduce the amount of waste rock before shipping.  Ore sorting could significantly enhance the efficiencies of the overall DSO strategy, and those results are due out in Q4.     If you have any questions for Brad regarding Scottie Resources, then please email them in to me at  Shad@kereport.com.   In full disclosure, Shad is a shareholder of Scottie Resources at the time of this recording and may choose to buy or sell shares at any time.   Click here to follow the latest news from Scottie Resources   For more market commentary & interview summaries, subscribe to our Substacks: https://kereport.substack.com/ https://excelsiorprosperity.substack.com/ Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

The KE Report
Brien Lundin - Precious Metals Stocks: Optionality Plays, Exploration News Coming

The KE Report

Play Episode Listen Later Oct 2, 2025 17:57


We're joined by Brien Lundin, editor of Gold Newsletter and host of the upcoming New Orleans Investment Conference (Nov 2–5). Shad and I will both be attending, and we hope to see many of you there as well. Brien shares his insights on the remarkable run in precious metals equities and where opportunities still remain, from development-stage “optionality plays” to the surge in exploration success stories. Key discussion points: Optionality plays: Once trading at $10/oz in the ground, many have rerated to $30–$50/oz. But history shows they've commanded $100-$300/oz in prior cycles. M&A may drive the next leg higher. Exploration upside: A wave of strong drill results, including standout discoveries like Prospector Metals in the Yukon, fueled by years of careful groundwork during leaner times. Financing boom: Juniors raising capital at unprecedented levels, often without warrants - creating both opportunity and caution around free-trading share overhangs. Strategic investments: Producers like Centerra Gold are increasingly backing juniors, bringing capital, technical expertise, and long-term support. Jurisdiction focus: Safe, established regions (Canada, Nevada, Yukon) are attracting the most capital and generating the most discoveries. Stocks & themes discussed: Prospector Metals (TSX.V:PPP - OTCQB:PMUSP), Centerra Gold (TSX:CG - NYSE:CGAU).   Click here to learn more about the New Orleans Investment Conference on November 2-5. ----------- For more market commentary & interview summaries, subscribe to our Substacks: https://kereport.substack.com/ https://excelsiorprosperity.substack.com/ Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

Building Brand Advocacy
“You're Tracking Metrics, Not Listening” & It Shows ft. Jazmin Griffith

Building Brand Advocacy

Play Episode Listen Later Oct 1, 2025 45:02


Most brands are looking at the wrong data. Worse still? You don't know what to do with it.This week, Verity sits down with Jazmin Griffith (Social Strategist, Content Creator, and Founder @ Social Listening Studio, queloque?). Jazmin pulls back the curtain on what real listening looks like today – and why it's about far more than sentiment & mentions.From decoding niche communities to spotting Reddit-born Super Bowl ideas, Jazmin reveals how brands can shift from ‘monitoring' to meaningful intelligence. If you've ever asked, "what do we actually do with this data?", this chat delivers your answers, fast.Listen to learn how to:Use The 5 Cs to Guide Listening: Jazmin's framework covers Content, Culture, Community, Creators, and Channels; and shows how to unlock insights across all of them.Get Past Vanity Metrics: Surface-level engagement doesn't tell the whole story. Hear how to uncover what's really working.Spot What Creators Aren't Saying: Jazmin explains how the most valuable signals are often hidden in broadcast channels, DMs, Substacks, and Slack groups.Build Listener-Led Briefs: Why reactive brands are losing, and what it takes to create culturally relevant, high-performing content today.Think Beyond the Grid: Why Threads, Reddit, and even Substack might be the whitespace you're overlooking – and how to know if it's time to pivot your channel strategy.This one's sharp, strategic, and packed with takeaways.If you're in social or strategy, do not skip it.Chapters00:00 – You Think You're Listening. You're Not.02:04 – The Reddit Insight That Sparked a Super Bowl Ad07:46 – Why Most Social Teams Still Get This Wrong12:35 – The 5 Cs That Should Shape Every Strategy18:00 – What Creators Know That Brands Miss22:00 – Listener-Led Briefs > Brand-First Briefs27:56 – Culture Is Not Your Playground30:02 – Community Isn't Comments36:17 – Where Your Brand Should Actually Show Up41:00 – 3 Signals Smart Marketers Are Already TrackingRate & review Building Brand Advocacy:Apple PodcastsSpotifyConnect with Jazmin:On LinkedIn | On Instagram | On TikTokOn queloque?'s WebsiteSubscribe to the ‘Scroll & Tell' Newsletter

The KE Report
Dave Erfle - Gold's Runaway Bull Market and Silver's 45-Year Breakout

The KE Report

Play Episode Listen Later Oct 1, 2025 18:47


In today's KE Report Daily Editorial (Oct 1), we're joined by Dave Erfle, founder and editor of Junior Miner Junky, to break down the latest surge in precious metals. Key discussion points: Gold's runaway rally: Up over $400 in September alone, testing $4,000/oz with monthly RSI levels never seen before. Silver's breakout: A 45-year cup-and-handle pattern confirmed with Q3 closing above $46 … the strongest quarterly average in history. Gold-to-silver ratio: From 100:1 in May down to ~80:1, with potential to move toward historical averages near 60:1 or lower. Investor sentiment shift: Institutions and even high-profile fund managers now recommending 20% portfolio allocation to precious metals. Correction vs. cycle extension: After eight straight weeks of gains in miners, a pullback seems due. Strategy & positioning: How Dave is locking in profits, recycling cash, and targeting optionality plays in gold, silver, and copper juniors. Stocks / ETFs discussed: GDX, GDXJ   Click here to visit the Junior Miner Junky website to learn more about Dave's investment letter.    --------------------- For more market commentary & interview summaries, subscribe to our Substacks: https://kereport.substack.com/ https://excelsiorprosperity.substack.com/ Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

The KE Report
KE Report Market QuickTake - Metals Investor Forum: Sentiment, Silver Surge, and Where Capital Rotates Next

The KE Report

Play Episode Listen Later Sep 30, 2025 24:49


Fresh off the Metals Investor Forum in Vancouver, Cory and Shad recap the sentiment, company buzz, and investor conversations across the floor. Key topics Conference vibe: Packed retail presence, buoyed by record weekly closes for gold and silver; optimism ran high across presentations and networking. Silver dominates: Numerous new or refocused silver juniors, many trading at $50–80M market caps despite no resource yet - highlighting just how far valuations have re-rated. Financing window: A surge of bought deals without warrants and in-the-money warrant exercises is filling treasuries; expect higher liquidity as paper becomes free trading. Rotation watch: While silver stole the show, investors are diversifying into copper and uranium; rare earth processors have soared, with government support driving momentum in critical minerals. Risk appetite rising: Newsletter writers and investors moving down the food chain into early-stage drill plays; classic bull market behavior, but a reminder to manage risk and trim profits. Stocks / symbols mentioned GDX, MP (MP Materials), NEO.TO (Neo Performance Materials), ARA.TO (Aclara Resources), UCU.V / UURAF (Ucore Rare Metals), UAMY (US Antimony), SURG.V (Surge Copper), COSA.V (Cosa Resources)   ------------------ For more market commentary & interview summaries, subscribe to our Substacks: https://kereport.substack.com/ https://excelsiorprosperity.substack.com/   Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

The KE Report
Snowline Gold - Big Step-Outs at Jupiter & Ongoing Growth at Valley Deposit, New Mineralized Zone

The KE Report

Play Episode Listen Later Sep 26, 2025 20:20


I'm joined by Scott Berdahl, CEO of Snowline Gold (TSX.V:SGD - OTCQB:SNWGF), for an update on the company's recent drill results and broader exploration progress across the Yukon. Key discussion points: Jupiter Target (Einarson Project): Strike length extended by ~550m, bringing mineralized trend to ~1.9 km and open along strike. Highlight intercept: 6.8 g/t gold over 9m. Strategy mirrors Valley's early success with large step-outs to quickly test scale before infill. Next steps: blend of selective infill, deeper tests, and additional step-outs to north and south. Valley Deposit (Rogue Project): Current resource: 7.9 Moz Indicated + 0.9 Moz Inferred. New mineralized zone discovered east of the proposed pit, with visible gold. Recent holes confirm continued growth at the margins, including intercepts beyond the current pit shell. Engineering and environmental baseline work advancing alongside drilling. Regional Exploration: Seven additional targets drilled at Rogue in 2025 (Cujo, Ramsey, Aurelius, JP, Gracie, Duke, Charlotte) totaling over 6,000m. Two holes completed at Neptune (Einarson Project); assays pending. Strategic goal: identify another Valley-scale system while continuing to expand Valley. Snowline is executing on a dual-track strategy - advancing Valley toward development while systematically testing district-scale opportunities. The combination of strong Valley resource growth and Jupiter's step-out success highlights the potential for multiple large discoveries across the company's portfolio.   If you have any follow up questions for Scott please email me at Fleck@kereport.com.   Click here to visit the Snowline Gold website to read over the recent news and learn more about the Company.    ----------------- For more market commentary & interview summaries, subscribe to our Substacks: https://kereport.substack.com/ https://excelsiorprosperity.substack.com/   Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

The KE Report
Dave Erfle - Gold $3,800, Silver $44! Valuations & Strategy For Stocks

The KE Report

Play Episode Listen Later Sep 23, 2025 18:36


We're joined by Dave Erfle, founder and editor of Junior Miner Junky, to break down the ongoing strength in precious metals. Gold is holding above $3,800/oz and silver over $44/oz, with mining stocks - both large and small - continuing to outperform. Discussion highlights: Gold & Silver surge - strongest impulse move in 20 years, targets of $3,850–$4,000 Mining stocks outperforming - GDX, TSX Venture, and juniors still have room to catch up Valuations - many development companies remain cheap on an “ounces in the ground” basis Producers vs. juniors - Newmont (NEM) cash flows exploding, but early-stage juniors still offer big upside Strategy - balancing short-term trading vs. long-term holding in a runaway bull market Stocks mentioned: GDX (VanEck Gold Miners ETF) NEM (Newmont Corporation)   Click here to visit the Junior Miner Junky website to learn more about Dave's investment letter.    -------------------------- For more market commentary & interview summaries, subscribe to our Substacks: https://kereport.substack.com/ https://excelsiorprosperity.substack.com/   Investment Disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

The KE Report
Rick Bensignor - Professional Trading Strategies - Bull-Market Playbooks: When To Trim, Hedge, Hold

The KE Report

Play Episode Listen Later Sep 21, 2025 43:53


Rick Bensignor, President of Bensignor Investment Strategies and editor of Supposedly Irrelevant Factors, joins us to discuss practical trading strategies for persistent bull markets across U.S. equities, precious metals, and select international markets. We focus on how to manage winners without getting shaken out by every “it's overbought” headline. Key takeaways Separate long-term holdings from tactical trades. Trim or hedge positions at technical targets instead of selling outright. Spotting exhaustion signals at highs with tools like DeMark counts. Case studies: trimming $TSLA, $INTC, $PAAS; tactical put spreads in $GLD. Why most investors should limit trading to 10-15% of assets and let ETFs ($SPY, $QQQ, $DIA) compound long term.   Stocks & ETFs mentioned SPY, QQQ, DIA, TSLA, PAAS, SLV, GLD, GDX, INTC, NVDA, PFE. For more market commentary & interview summaries, subscribe to our Substacks: https://kereport.substack.com/ https://excelsiorprosperity.substack.com/ Investment disclaimer This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

Oh My Pod! with Chelsea Riffe
The Art of Strategic Disruption and Why Travel Might Be the Best Business Coach You've Ever Had with Edila Smith

Oh My Pod! with Chelsea Riffe

Play Episode Listen Later Sep 12, 2025 63:10


Ever notice how your most profound realizations happen when you're completely out of your element? In this episode, Chelsea sits down with Edila Smith (in-person in Lisbon!) to explore why disrupting your environment might be the fastest way to disrupt unconscious patterns that are running your life. From the reality of working while traveling to building a business that feels like home, this conversation reveals why most of us are sleepwalking through carefully constructed routines without questioning if they actually serve us.Episode themes:Why "perfect" morning routines can become creativity killers and how to build adaptive systems insteadThe reality check on laptop lifestyle myths (spoiler: working by the pool actually sucks!!!)How environment disruption strips away familiar identities and forces growthWhy dropping your "professional mask" makes people want to invest in youMicro-disruptions you can try without booking a flightWhy it might be time to throw the journal outUse life as your mood boardThe case for having way more fun in business and life (and both Chelsea and Edila share their unhinged wishes for having more fun)This episode is for those who feel stuck in routines that no longer serve them, entrepreneurs tired of performing "professionalism," and anyone curious about using environment disruption as a tool for conscious living.Connect with Edila:InstagramHOMECOMING | 1:1 mentorship for the ones building businesses that move with themTHE LINK UP (PORTUGAL 2026) | Where internet friends become IRL soulmates FLIGHT PLAN | The official landing pad for remote life dreamersIG Stories disappear in 24 hours. TikToks fade into a blackhole. But appearing on podcasts, Substacks, guest teaching spots and panels are evergreen — and your voice deserves to echo.Stop burning out on content creation and learn strategic "orbit jumping" - how to land high-impact podcast interviews and speaking gigs that actually convert inside Pitch Perfect!We kick off 10/13 - 9 spots left

Thoughtful Money with Adam Taggart
Stocks Are 'Pornographically' Overvalued | Chris Irons, Quoth The Raven

Thoughtful Money with Adam Taggart

Play Episode Listen Later Sep 11, 2025 114:49


Today's guest has been a relatively recent entrant into the world of macroeconomic analysis, but he has certainly made a big splash within a short period of time.Chris Irons is the author and publisher of Quoth The Raven, which has become one of most popular financial newsletters around, currently sitting at #25 in the list of top financial Substacks worldwide.Chris's take, while unconventional and unapologetic, often puts its finger right on the heart of issues. He has a talent for declaratively stating in simple words exactly what the rest of us are all thinking, but haven't succinctly voiced yet.So, what's his view of the economy and markets right now?Let's ask the man himself.#recession #inflation #marketcorrection _____________________________________________ 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.IMPORTANT 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 © 2025 Thoughtful Money LLC. All rights reserved.


The Jillin Off' pod is already plotting a Vegas party to watch the Swift wedding hoping it will be televised like the Royals. Jen has a questionable chiropractor tickle and Christina is giddy counting up all her airline points. Don't forget to like, subscribe here and our Substacks. Thanks for listening:) Hosted on Acast. See acast.com/privacy for more information.

ChinaTalk
Learning from Ukraine, Preparing for Taiwan

ChinaTalk

Play Episode Listen Later Aug 20, 2025 67:04


Mick Ryan is a retired major general in the Australian army and author of three books — War Transformed: The Future of Twenty-First-Century Great Power Competition and Conflict, White Sun War, which is a piece of fiction about a near-future Taiwan war, and The War for Ukraine: Strategy and Adaptation Under Fire. He also writes the excellent Futura Doctrina Substack, which has taught me a tremendous amount over the past few years. The way Mick synthesizes history and contemporary conflict makes it one of my few true must-read Substacks. In today's conversation, we discuss… Lessons from the history of warfare, and how to apply them to modern conflict, Why superweapons don't win wars, and how the human dimension of war will shape military applications of AI, Why economic integration alone cannot prevent a US-China war, The role of deception and the limits of battlefield surveillance, with case studies in Ukraine and Afghanistan, Mick's four filters for applying lessons from Ukraine to a Taiwan contingency, and the underappreciated role of Taiwanese public opinion in shaping CCP goals. Thanks to the Hudson Institute's Center for Defense Concepts and Technology for sponsoring this podcast. Outro music: Elvis Presley — Down by the Riverside (YouTube Link) Reading recommendations: Paul Kennedy — The Rise and Fall of the Great Powers and Engineers of Victory: The Problem Solvers Who Turned the Tide in the Second World War Norman F. Dixon — On the Psychology of Military Incompetence  Aimée Fox — Learning to Fight: Military Innovation and Change in the British Army, 1914–1918  Williamson Murray & Allan R. Millett — Military Innovation in the Interwar Period and Military Effectiveness trilogy  Trent Hone — Learning War: The Evolution of Fighting Doctrine in the U.S. Navy, 1898–1945  Brent L. Sterling — Other People's Wars: The U.S. Military and the Challenge of Learning from Foreign Conflicts (2021) Dima Adamsky — The Culture of Military Innovation: The Impact of Cultural Factors on the Revolution in Military Affairs in Russia, the US, and Israel (2010) Meir Finkel — On Flexibility: Recovery from Technological and Doctrinal Surprise on the Battlefield and Military Agility: Ensuring Rapid and Effective Transition from Peace to War Andrew Krepinevich —  The Origins of Victory: How Disruptive Military Innovation Determines the Fates of Great Powers R.V. Jones —  The Wizard War: British Scientific Intelligence 1939-1945 Francis Hoffman — Mars Adapting: Military Change During War You can find more syllabi on Mick Ryan's Substack (here and here) Learn more about your ad choices. Visit megaphone.fm/adchoices

ChinaEconTalk
Learning from Ukraine, Preparing for Taiwan

ChinaEconTalk

Play Episode Listen Later Aug 20, 2025 67:04


Mick Ryan is a retired major general in the Australian army and author of three books — War Transformed: The Future of Twenty-First-Century Great Power Competition and Conflict, White Sun War, which is a piece of fiction about a near-future Taiwan war, and The War for Ukraine: Strategy and Adaptation Under Fire. He also writes the excellent Futura Doctrina Substack, which has taught me a tremendous amount over the past few years. The way Mick synthesizes history and contemporary conflict makes it one of my few true must-read Substacks. In today's conversation, we discuss… Lessons from the history of warfare, and how to apply them to modern conflict, Why superweapons don't win wars, and how the human dimension of war will shape military applications of AI, Why economic integration alone cannot prevent a US-China war, The role of deception and the limits of battlefield surveillance, with case studies in Ukraine and Afghanistan, Mick's four filters for applying lessons from Ukraine to a Taiwan contingency, and the underappreciated role of Taiwanese public opinion in shaping CCP goals. Thanks to the Hudson Institute's Center for Defense Concepts and Technology for sponsoring this podcast. Outro music: Elvis Presley — Down by the Riverside (YouTube Link) Reading recommendations: Paul Kennedy — The Rise and Fall of the Great Powers and Engineers of Victory: The Problem Solvers Who Turned the Tide in the Second World War Norman F. Dixon — On the Psychology of Military Incompetence  Aimée Fox — Learning to Fight: Military Innovation and Change in the British Army, 1914–1918  Williamson Murray & Allan R. Millett — Military Innovation in the Interwar Period and Military Effectiveness trilogy  Trent Hone — Learning War: The Evolution of Fighting Doctrine in the U.S. Navy, 1898–1945  Brent L. Sterling — Other People's Wars: The U.S. Military and the Challenge of Learning from Foreign Conflicts (2021) Dima Adamsky — The Culture of Military Innovation: The Impact of Cultural Factors on the Revolution in Military Affairs in Russia, the US, and Israel (2010) Meir Finkel — On Flexibility: Recovery from Technological and Doctrinal Surprise on the Battlefield and Military Agility: Ensuring Rapid and Effective Transition from Peace to War Andrew Krepinevich —  The Origins of Victory: How Disruptive Military Innovation Determines the Fates of Great Powers R.V. Jones —  The Wizard War: British Scientific Intelligence 1939-1945 Francis Hoffman — Mars Adapting: Military Change During War You can find more syllabi on Mick Ryan's Substack (here and here) Learn more about your ad choices. Visit megaphone.fm/adchoices

The Ezra Klein Show
So, what exactly is the “New Right?”

The Ezra Klein Show

Play Episode Listen Later Aug 18, 2025 51:36


A loose movement of radical intellectuals is driving American politics.  They're called the “New Right,” and they share a basic hostility to American liberal democracy, a real desire to fundamentally overhaul it, and real influence in the White House. But why do they think that? How much influence do they really have? And what would a response to their rising prominence look like? Today's guest is Laura Field, a political theorist who's spent a lot of time in the conservative intellectual world cataloging the wild world of far-right thinking for her book Furious Minds: The Making of the MAGA New Right.  She speaks with guest host Zack Beauchamp, author of Vox newsletter On The Right, about why ordinary Americans should really, definitely, and absolutely care what a handful of thinkers are putting out on obscure Substacks and YouTube channels. Host: Zack Beauchamp Guest: Laura Field We would love to hear from you. To tell us what we thought of this episode, email us at tga@voxmail.com or leave us a voicemail at 1-800-214-5749. Your comments and questions help us make a better show. And you can watch new episodes of The Gray Area on YouTube. Listen to The Gray Area ad-free by becoming a Vox Member: vox.com/members Learn more about your ad choices. Visit podcastchoices.com/adchoices

Irreverend: Faith and Current Affairs

Church of England rev with a difference Jamie Franklin sits down to talk about the biggest issues in Church and State. This time:PM Keir Starmer humiliated in Trump's visit to Britain.Bishop Jonathan Baker rages in dressing gown in front of audience of concert-goers.Clergy response to migrant unrest in Epping.And more on why young people are returning to church.All that and a little more as ever.Why Gen-Z are returning to church: https://www.express.co.uk/news/uk/2087120/why-millions-young-gen-zBook nw for the live in-person interview with David Frost! https://www.eventbrite.com/e/irreverend-live-jamie-franklin-interviews-lord-frost-tickets-1536201733739?aff=oddtdtcreator Subscribe to Jamie's blog Signs of the Times! https://signsofthetimesblog.substack.comBuy Jamie's Book! THE GREAT RETURNYou make this podcast possible. Please support us!On Substack - https://irreverendpod.substack.com/On Patreon - https://www.patreon.com/irreverendBuy Me a Coffee - https://www.buymeacoffee.com/irreverend To make a direct donation or to get in touch with questions or comments please email irreverendpod@gmail.com!Notices:Daniel French Substack: https://undergroundchurch.substack.com/Jamie Franklin's "Good Things" and "Signs of the Times" Substacks: https://jamiefranklin.substack.com and https://signsofthetimesblog.substack.comIrreverend Substack: https://irreverendpod.substack.comFollow us on Twitter: https://x.com/IrreverendPodFind me a church: https://irreverendpod.com/church-finder/Join our Irreverend Telegram group: https://t.me/irreverendpodFind links to our episodes, social media accounts and much more https://www.irreverendpod.com!Thursday Circles: http://thursdaycircle.com Support the show

Break Your Budget
120. Everything I Am Obsessed With Right Now: Chic Style, Glowy Skin & Good Reads

Break Your Budget

Play Episode Listen Later Jul 30, 2025 44:57


In this episode I'm taking a fun and personal turn and sharing all of my monthly favorites—from skincare and fashion to books, podcasts, and content creators I'm loving lately. I'm chatting about products that made a difference in my routine, creators who've inspired my style journey, and books I can't put down (and one super-hyped one I just can't finish). If you're into personal growth, simple beauty, chic vibes, and building a more intentional lifestyle, this one's for you.

Lions of Liberty Network
The Lou Perez Podcast with Isaac Simpson

Lions of Liberty Network

Play Episode Listen Later Jul 29, 2025 87:24


This is a special episode of The Lou Perez Podcast. So special, in fact, that it's not even an episode of The Lou Perez Podcast. No, it's my appearance on Isaac Simpson's podcast, The Carousel. Isaac was kind enough to have me on to take a deep dive into possibly the most important article to come out this year, Jean Garnett's “The Trouble with Wanting Men,” as published in the New York Times. OK, it's definitely not the most important article, but it's damn entertaining and revealing about where and when some of us are. (It even tricked me into buying a subscription to The Times.) Isaac and I get all the way into Garnett's 5,000 words to talk about Garnett's heterofatalism and total lack of self-awareness. Dear, Jean: Maybe dating is hard for you because you're so annoying and this is the breed of “man” you're seeing: ‘He tends to signal, in various ways, his exemption from the tainted category of “men,” and it is perfectly understandable that he would wish to do so. It must be mildly embarrassing to be a straight man, and it is incumbent upon each of them to mitigate this embarrassment in a way that feels authentic to him.' I hope you enjoy our straight, unabashed, and authentic convo and please subscribe to our Substacks. Check out my book, That Joke Isn't Funny Anymore: On the Death and Rebirth of Comedy https://amzn.to/3VhFa1r     Watch my sketch comedy streaming on Red Coral Universe: https://redcoraluniverse.com/en/series/the-lou-perez-comedy-68501a2fd369683d0f2a2a88?loopData=true&ccId=675bc891f78f658f73eaa46d Rock XX-XY Athletics. You can get 20% off your purchase with promo code LOU20. https://www.xx-xyathletics.com/?sca_ref=7113152.ifIMaKpCG3ZfUHH4  Attorneys on Retainer https://attorneysforfreedom.my.site.com/signupattorneysonretainerus/s/?promoCode=LU51ZEZ324  Support me at www.substack.com/@louperez    Join my newsletter www.TheLouPerez.com  Apple: https://podcasts.apple.com/.../the-lou-perez.../id1535032081  Spotify: https://open.spotify.com/show/2KAtC7eFS3NHWMZp2UgMVU  Amazon: https://music.amazon.com/.../2b7d4d.../the-lou-perez-podcast  YouTube: https://www.youtube.com/playlist?list=PLb5trMQQvT077-L1roE0iZyAgT4dD4EtJ  Learn more about your ad choices. Visit megaphone.fm/adchoices

Lions of Liberty Network
The Lou Perez Podcast with Isaac Simpson

Lions of Liberty Network

Play Episode Listen Later Jul 29, 2025 87:24


This is a special episode of The Lou Perez Podcast. So special, in fact, that it's not even an episode of The Lou Perez Podcast. No, it's my appearance on Isaac Simpson's podcast, The Carousel. Isaac was kind enough to have me on to take a deep dive into possibly the most important article to come out this year, Jean Garnett's “The Trouble with Wanting Men,” as published in the New York Times. OK, it's definitely not the most important article, but it's damn entertaining and revealing about where and when some of us are. (It even tricked me into buying a subscription to The Times.) Isaac and I get all the way into Garnett's 5,000 words to talk about Garnett's heterofatalism and total lack of self-awareness. Dear, Jean: Maybe dating is hard for you because you're so annoying and this is the breed of “man” you're seeing: ‘He tends to signal, in various ways, his exemption from the tainted category of “men,” and it is perfectly understandable that he would wish to do so. It must be mildly embarrassing to be a straight man, and it is incumbent upon each of them to mitigate this embarrassment in a way that feels authentic to him.' I hope you enjoy our straight, unabashed, and authentic convo and please subscribe to our Substacks. Check out my book, That Joke Isn't Funny Anymore: On the Death and Rebirth of Comedy https://amzn.to/3VhFa1r     Watch my sketch comedy streaming on Red Coral Universe: https://redcoraluniverse.com/en/series/the-lou-perez-comedy-68501a2fd369683d0f2a2a88?loopData=true&ccId=675bc891f78f658f73eaa46d Rock XX-XY Athletics. You can get 20% off your purchase with promo code LOU20. https://www.xx-xyathletics.com/?sca_ref=7113152.ifIMaKpCG3ZfUHH4  Attorneys on Retainer https://attorneysforfreedom.my.site.com/signupattorneysonretainerus/s/?promoCode=LU51ZEZ324  Support me at www.substack.com/@louperez    Join my newsletter www.TheLouPerez.com  Apple: https://podcasts.apple.com/.../the-lou-perez.../id1535032081  Spotify: https://open.spotify.com/show/2KAtC7eFS3NHWMZp2UgMVU  Amazon: https://music.amazon.com/.../2b7d4d.../the-lou-perez-podcast  YouTube: https://www.youtube.com/playlist?list=PLb5trMQQvT077-L1roE0iZyAgT4dD4EtJ  Learn more about your ad choices. Visit megaphone.fm/adchoices

Irreverend: Faith and Current Affairs
Danny Kruger and Christian Restoration in Britain

Irreverend: Faith and Current Affairs

Play Episode Listen Later Jul 25, 2025 72:24


Church of England vicars with a difference Tom Pelham and Jamie Franklin sit down to talk about the biggest events in church and state. This time:Danny Kruger and his address on Christianity to an empty House of Commons. Woke and Islam are the religions poised to take over, but is there anything that can be done about it?Protests and counter-protests in Epping over migrant hotel flash point.And Labour move to lower voting age to 16.All that and much much more as ever!Subscribe to Jamie's blog Signs of the Times! https://signsofthetimesblog.substack.comBuy Jamie's Book! THE GREAT RETURNYou make this podcast possible. Please support us!On Substack - https://irreverendpod.substack.com/On Patreon - https://www.patreon.com/irreverendBuy Me a Coffee - https://www.buymeacoffee.com/irreverend To make a direct donation or to get in touch with questions or comments please email irreverendpod@gmail.com!Notices:Daniel French Substack: https://undergroundchurch.substack.com/Jamie Franklin's "Good Things" and "Signs of the Times" Substacks: https://jamiefranklin.substack.com and https://signsofthetimesblog.substack.comIrreverend Substack: https://irreverendpod.substack.comFollow us on Twitter: https://x.com/IrreverendPodFind me a church: https://irreverendpod.com/church-finder/Join our Irreverend Telegram group: https://t.me/irreverendpodFind links to our episodes, social media accounts and much more https://www.irreverendpod.com!Thursday Circles: http://thursdaycircle.com Support the show

Self Interrupted With Kit Costello
Should we perform, live or exist?

Self Interrupted With Kit Costello

Play Episode Listen Later Jul 23, 2025 65:22


New substack: Self Interrupted with Kit Costello Are we performing, living or existing? To answer this question is think we are doing a little of each. But what goes wrong if you lean too heavily on one option?  In this episode of Self Interrupted I talk about the benefits of performing in your life but also the negativity it can bring.  I touch on my recent breakup and how I found that I was performing not only to everyone around me but also to myself. I told myself that I was okay when in actuality I wasn't - I was performing. I really love this episode and once again feel like I shared another page from my journal with you! Substacks mentioned:  The intimacy of not talking again - Personal Scriptures the neuroscience of childlike wonder (and how to find it again) Enjoy this episode!  Sending love, (as ALWAYS) Kit x  Thank you to Eugenia Melián for sponsoring Self Interrupted Season Five! Check out Wildchilds here: www.kitcostello.com/wildchilds Learn more about your ad choices. Visit megaphone.fm/adchoices

Irreverend: Faith and Current Affairs
Schoolgirl BANNED for celebrating Britain; Church of England Synod says "No" to gay marriage, Israel boycott and "assisted "dying"

Irreverend: Faith and Current Affairs

Play Episode Listen Later Jul 18, 2025 75:19


Church of England rev with a difference Jamie Franklin sits down to talk about the biggest stories in church and state. This time: Theological reflections on the horrendous Texas flooding.12-year-old school girl sent home for celebrating Britain in Culture Celebration Day. Update from Church of England's General Synod: Gay Marriage on the rocks; clergy pension boost; no discussion of Israel boycott; no to "assisted dying".All that and much much more as ever!Apply for the Berrow and Longdon clergy vacancy! https://jobs.churchtimes.co.uk/jobs/Priest-in-Charge-in-West-Midlands-jn13857Buy Jamie's Book! THE GREAT RETURNYou make this podcast possible. Please support us!On Substack - https://irreverendpod.substack.com/On Patreon - https://www.patreon.com/irreverendBuy Me a Coffee - https://www.buymeacoffee.com/irreverend To make a direct donation or to get in touch with questions or comments please email irreverendpod@gmail.com!Notices:Daniel French Substack: https://undergroundchurch.substack.com/Jamie Franklin's "Good Things" and "Signs of the Times" Substacks: https://jamiefranklin.substack.com and https://signsofthetimesblog.substack.comIrreverend Substack: https://irreverendpod.substack.comFollow us on Twitter: https://x.com/IrreverendPodFind me a church: https://irreverendpod.com/church-finder/Join our Irreverend Telegram group: https://t.me/irreverendpodFind links to our episodes, social media accounts and much more https://www.irreverendpod.com!Thursday Circles: http://thursdaycircle.com Support the show

The Real Estate Crowdfunding Show - DEAL TIME!
Navigating Risk, Noise, and Uncertainty

The Real Estate Crowdfunding Show - DEAL TIME!

Play Episode Listen Later Jun 25, 2025 79:59


Navigating Risk, Noise, and Uncertainty: Barry Ritholtz on Investing in a Volatile World   In my conversation with Barry Ritholtz, chairman of Ritholtz Wealth Management and host of Bloomberg's “Masters in Business” podcast, we explored market and real estate cycles, caution, and capital allocation in today's increasingly unpredictable economic environment. Below are the most actionable and provocative takeaways for real estate investors, both passive and professional, drawn from Barry's decades of lessons and market observations.   Origins of Insight: From Blog to Bloomberg Ritholtz didn't set out to run a multi-billion-dollar firm. What started as daily trading notes eventually evolved into a blog, a book, Bailout Nation, and a platform that positioned him to correctly call both the top and bottom of the 2008 financial crisis. This journey, grounded in curiosity and behavioral finance, shaped the contrarian and data-driven approach he still employs today.   "I just wanted to know why some people made money while others didn't doing the same thing."   The 2008 Playbook: Behavioral Edge Over Economic Models Ritholtz attributes his early warning of the Global Financial Crisis (GFC) to non-traditional thinking and real estate roots (his mother was a real estate agent). Observing abnormal refinancing activity and "cash-out mania" led him to investigate securitized debt and derivative risk, well before it was mainstream.   He reverse-engineered risk from Reinhart & Rogoff's crisis research and famously predicted the Dow's decline to ~6,800—earning mockery initially, then vindication.   Echoes of 2008? Why This Time Feels Precarious While he stops short of predicting a crisis, Ritholtz allows for a 10–15% probability of a self-inflicted depression – a worst-case scenario rooted not in structural weakness, but political mismanagement.   “It [is an] asymmetrical risk to take one bullet, put it in a six shooter, spin the wheel, and put it up against your head with a $28 trillion economy.”   From tariffs to immigration policy to fiscal gamesmanship, Ritholtz sees signs that the U.S. may be eroding the long-standing trust that underpins reserve currency status and global capital flows.   Cash Isn't a Plan, Discipline Is When asked whether it makes sense to sit in cash and wait out the next downturn, Ritholtz counters with behavioral caution. Historically, those who “go to cash” rarely reenter at the right time and often miss the rebound entirely.   “If you're going to sit out in cash, do you have the temperament, the discipline to get back in?” Instead, he recommends building resilience: modest leverage, long-term focus, and capital efficiency – hallmarks of legends like Sam Zell, who Ritholtz holds up as a model of disciplined real estate investing.   A Word on Leverage: Use with Extreme Care High leverage is the common thread in stories of ruin. Ritholtz referenced the downfall of the Peloton CEO, who borrowed heavily against inflated stock. The same caution applies to over-leveraged real estate investors, especially those who haven't endured a full cycle.   “Market crashes are where capital returns to its rightful owners.”   For CRE sponsors, now is the time to refinance where possible, preserve cash, and maintain flexibility, even if that means lower IRR projections.   How to Filter the Noise: Create an Information Diet Ritholtz emphasized the need to tune out “financial candy from strangers” – the firehose of social media, Substacks, and hot takes by unvetted commentators.   “They don't know your zip code, your goals, your tax bracket. Why would you trust them?” He recommends identifying a shortlist of credible voices with defined, rational processes and a record of sound judgment. “Build your A-Team,” he advises. “Then ignore the rest.”   Real Estate Today: Not Monolithic, but Multifaceted Unlike equities, real estate behaves very differently depending on location, asset class, and capital structure. While some sectors (e.g., Class B office) remain distressed, others (e.g., data centers, multifamily in select markets, industrial) are faring relatively well.   “Literally, there are properties [Zell] held for half a century. He was long term… used modest amounts of leverage, and he bought great properties at even better prices.”   Ritholtz warns against painting real estate with a broad brush and urges nuanced thinking about cycles, risk-adjusted return, and operator quality.   Sentiment vs. Signals: What to Watch Now While he downplays the predictive power of investor sentiment, Ritholtz monitors: Three-month moving averages of non-farm payrolls Rounded tops in S&P earnings trends Residential real estate supply conditions in key metros Dollar strength (as a proxy for confidence and capital flows) “If the dollar keeps falling and supply starts rising in housing markets, it's time to pay attention.”   Dollar, Debt, and the Doomsayers Ritholtz is blunt about the debt debate. He finds most public discourse alarmist and often wrong. With the U.S. still enjoying reserve currency privileges, he sees no imminent collapse but warns against complacency.   “We've been hearing the deficit will destroy America for 50 years. It hasn't. But bad policy could.”   He is more concerned with underinvestment in infrastructure and human capital than with rising debt levels per se.   Closing Counsel for Investors For those sitting on fresh capital, say $1 million, Ritholtz advises: Clarify your goals (retirement, education, housing). Max out tax-advantaged accounts. Build a core of low-cost index exposure. Don't chase alpha before securing beta. Avoid overcomplexity: “Two dozen funds is not a portfolio.” His parting message? Discipline beats prediction. And humility is a superpower.   Final Thought “Everyone is faking it to some degree. The real danger isn't what you don't know – it's not knowing what you don't know.”   In an age of volatility and noise, Ritholtz's framework stands out: stay informed, stay skeptical, and invest like risk is real – because it is.   *** In this series, I cut through the noise to examine how shifting macroeconomic forces and rising geopolitical risk are reshaping real estate investing.   With insights from economists, academics, and seasoned professionals, this show helps investors respond to market uncertainty with clarity, discipline, and a focus on downside protection.    Subscribe to my free newsletter for timely updates, insights, and tools to help you navigate today's volatile real estate landscape. You'll get: Straight talk on what happens when confidence meets correction - no hype, no spin, no fluff. Real implications of macro trends for investors and sponsors with actionable guidance. Insights from real estate professionals who've been through it all before. Visit GowerCrowd.com/subscribe Email: adam@gowercrowd.com Call: 213-761-1000


Christina is sailing the high Mediterranean Seas with unstable internet, trying to process questionable catchphrase's. Jen is fresh back from Reno (if there's such a freshness) and has clearly still got it

News Weakly
163 - Q+A, LA, and the IRGC are set us up the bomb

News Weakly

Play Episode Listen Later Jun 13, 2025 20:53


NEWS WEAKLY 163 – 14th June, 2025This week on News Weakly, it's bombs, bullets, and broadcast farewells as Israel goes full Mission: Impossible in Tehran, Donald Trump liberates LA from the tyranny of democracy, and Australian TV finally kills the panel show—freeing up at least 40 vaguely progressive journalists to start Substacks.Top Stories of the Week:Everything is fine in the Middle East! Israel totally didn't just bomb another country! Why are you even worried?Also, America invades LA!And, Australian TV forces more journalists on the dole! Quote of the Week:“If your security plan requires bombing five countries before breakfast, you might not be the victim—you might be the geopolitical equivalent of a guy who's been through five messy breakups but insists all his exes were crazy.”Sami Shah is a multi-award-winning comedian, writer, journalist, and broadcaster.For more: http://thesamishah.comTheme music 'Historic Anticipation' by Paul MottramThis podcast is written, hosted, and produced by Sami Shah. Hosted on Acast. See acast.com/privacy for more information.

Just A Phase Podcast
S3 E1: Business Venting Session, How We Honestly Get Paid & Trying To Stay Authentic In A Filtered World

Just A Phase Podcast

Play Episode Listen Later Jun 11, 2025 26:06


We're baaaaack—with a mic in one hand and a million ideas in the other. Season 3 kicks off with some big energy and even bigger updates: a rebrand, a renewed mission, and a whole lot of honesty about what it actually looks like to run a wellness biz while juggling babies, burnout, and affiliate links.In this no-filter episode, we're giving you a behind-the-scenes peek at why we're shifting gears in our brand, what's actually been working for us (and what hasn't), and how we're trying to serve you better in every phase of womanhood, without selling our souls or our sanity.Because here's the thing: we've evolved. We're not the same women who started this. And maybe you aren't either. This episode is half vent sesh, half vision board. If you've ever wondered what's really going on behind your favorite wellness accounts—or you're navigating your own pivot—this one's for you.***We just bought Julie a new mic so her audio will be fixed for future episodes!! TOPICS COVERED➡Why we're ditching the old brand and how Brighten Made is helping us glow up with our rebrand starting this Fall!! ➡How we really feel about affiliate links, free content, and getting paid➡The not-so-glam side of being a “hormone influencer”➡What's coming next (hint: flagship phase guides, live affordable coaching workshops, and more Substacks we actually love writing)➡The actual reason we keep doing this (even when Instagram gives us the silent treatment)EPISODE RESOURCES➡ FREE weekly emails with phase tips, hormone hacks, and all the juicy stuff we text each other https://balancedbeyarssisters.substack.com/ ➡ The 30-Day Raw Carrot Salad Challenge (catch it on Instagram) https://www.instagram.com/balancedbeyars ➡ Our Phase Guides™ (coming soon)—for every era of womanhood: cycle syncing, TTC, postpartum, perimenopause & beyond. Rolling out end of 2025/early 2026!➡ Our new brand design team https://www.instagram.com/brightenmade ➡ FREE 60-min masterclass for PMS https://event.webinarjam.com/register/2/8m6kmfy ABOUT USWe're Carly, Alaina and Julie Beyar, three silly sisters helping you thrive through every phase of womanhood—cycle health, fertility, pregnancy, and motherhood—with real talk, hormone education, zero shame...and with a healthy dose of humor. From fertility to postpartum, and everything in between, join us every Wednesday for candid conversations, empowering insights, and the occasional dose of laughter.SUBSCRIBE NOW for a journey through the phases, where we keep it real, relatable, and always entertaining...and don't forget to RATE US & REVIEW ⭐ We appreciate YOU!LET'S CONNECT➡ Shop page https://shopmy.us/balancedbeyars ➡ Instagram https://www.instagram.com/balancedbeyars/➡ Join our weekly newsletter https://balancedbeyarssisters.substack.com/ ➡ Website https://www.balancedbeyars.com/

Submission Radio Australia
UFC 316 PREVIEW: Can O'Malley Really Beat Merab? Kayla KILLING Herself w/ Weight Cut, Patchy Mix!

Submission Radio Australia

Play Episode Listen Later Jun 2, 2025 30:55


Luke Thomas joins me to preview UFC 316! We talk Merab Dvalishvili/ Sean O'Malley 2, Julianna Peña/Kayla Harrison, Patchy Mix's debut, who's next for Merab and much more! Also make sure to subscribe to ‪@LukeThomas‬ and if you haven't yet sign up to one of the best Substacks in MMA: https://lthomas.substack.com/  Download the Saily app and use the code [submission] or go to https://Saily.com/submission to get an exclusive 15% off your first purchase! Don't forget to use code "SUBMISSION" at https://Manscaped.com for 15% AND FREE SHIPPING (Plus you're helping the show)

The Border Chronicle
The Cost of Being Undocumented: A Podcast with Alix Dick and Antero Garcia

The Border Chronicle

Play Episode Listen Later May 20, 2025 42:00


Alix Dick arrived in the U.S. more than a decade ago, fleeing violence in Sinaloa, Mexico, that tore her family apart. But the impact of living without legal status in the United States has been almost as brutal as the violence she fled.In her new memoir, The Cost of Being Undocumented: One Woman's Reckoning with America's Inhumane Math, cowritten with Stanford University sociology professor Antero Garcia, Alix Dick tallies the costs—spiritual, mental, physical, and economic—of being undocumented in the United States, especially as the Trump administration escalates its cruelty and persecution of people living without legal status.Alix and Antero discuss how they decided to cowrite her memoir, why they chose to publish it now, and how Alix worries that she might be unable to promote it publicly because of Trump's harsh crackdown. She also explains why many immigrants supported Trump in the election. “I believe when a society is so desperate for answers and leadership, and they lack identity, they will follow whoever seems the strongest,” she said.The two also run a Substack called La Cuenta, which is one of our recommended Substacks at The Border Chronicle. La Cuenta, launched in 2022, highlights the experiences and perspectives of people living without documents in the United States. It's crucial reading for Americans, especially in this era. The Cost of Being Undocumented will be released June 17.Subscribe and support The Border Chronicle at theborderchronicle.com

John Anderson: Conversations
Britain's Path to Renewal and Reform | Matt Goodwin

John Anderson: Conversations

Play Episode Listen Later May 16, 2025 78:19


Matt Goodwin joins John to unpack the UK's economic, cultural, and political turmoil. Matt describes a Britain grappling with stagnant growth, a severe cost-of-living crisis, and the fallout of mass immigration, including the grooming gang scandal that has shaken public trust. He highlights the rise of Nigel Farage's Reform Party, which is surging in polls by addressing voter frustrations over broken borders, and elite disconnect, signalling a potential reshaping of the two-party system.Matt also explores the erosion of trust in legacy institutions, fueled by perceived authoritarianism from the Labour government, such as restrictions on free speech and denialism about immigration's impacts. With optimism rooted in the British people's resilience, exemplified by Brexit, this episode delves into the cultural pushback against progressive excesses and the urgent need for policies to restore national cohesion and sovereignty.Matt Goodwin is an academic, bestseller writer and speaker known for his work on political volatility, risk, populism, British politics, Europe, elections and Brexit. He is Professor of Politics at Rutherford College, University of Kent and has previously served as Senior Visiting Fellow at the Royal Institute of International Affairs, Chatham House and Senior Fellow with the UK In a Changing Europe. He runs one of UK's biggest Substacks at https://www.mattgoodwin.org/.

Relatable with Allie Beth Stuckey
Ep 1190 | Josh Buice & G3's Slander Scandal

Relatable with Allie Beth Stuckey

Play Episode Listen Later May 15, 2025 43:37


In today's episode, we're discussing the very recent, sad scandal involving Josh Buice, G3 Ministries' now-former president. According to G3, Josh had been using anonymous X accounts and Substacks in order to slander other Christians, pastors, and even his fellow elders at Pray's Mill Baptist Church. We go over some of the alleged accounts he used as well as G3's response in canceling its annual conference. In some happier news, Wes Huff was able to share the gospel with another comedian podcast host, and Joe Rogan appears to be more open to believing in Jesus! Share the Arrows 2025 is on October 11 in Dallas, Texas! Go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠sharethearrows.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ for tickets now! Buy Allie's new book, "Toxic Empathy: How Progressives Exploit Christian Compassion": ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://a.co/d/4COtBxy⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ --- Timecodes: (01:32) Josh Buice G3 Ministries scandal (28:49) Wes Huff shares the Gospel with Andrew Schulz (37:11) Joe Rogan on Jesus and the Big Bang --- Today's Sponsors: A'del — Try A'del's hand-crafted, artisan, small-batch cosmetics and use promo code ALLIE 25% off your first time purchase at AdelNaturalCosmetics.com We Heart Nutrition — Get 20% off women's vitamins with We Heart Nutrition, and get your first bottle of their new supplement, Wholesome Balance; use code ALLIE at ⁠⁠https://www.WeHeartNutrition.com⁠⁠. Interior Delights — Interior Delights takes the guesswork out of decorating with new collections every season to help you style your home. Visit InteriorDelights.net/Allie and use code ALLIE for 10% off your first purchase A Faith Under Siege — Watch the explosive new film "A Faith Under Siege: Russia's Hidden War on Ukraine Christians," detailing the persecution of believers under Russia's expanding occupation. Go to faithundersiege.com to watch today. --- Related Episodes: Ep 1189 | SSRIs Are Rewiring Babies' Brains — and Killing Their Moms | Guest: Dr. Adam Urato https://podcasts.apple.com/us/podcast/ep-1189-ssris-are-rewiring-babies-brains-and-killing/id1359249098?i=1000708507649 Ep 1138 | Sharing the Gospel with Joe Rogan | Guest: Wes Huff https://podcasts.apple.com/us/podcast/ep-1138-sharing-the-gospel-with-joe-rogan-guest-wes-huff/id1359249098?i=1000691204214 Ep 1072 | Another Pastor Bites the Dust https://podcasts.apple.com/us/podcast/ep-1072-preacher-steve-lawson-ousted-for-secret-sin/id1359249098?i=1000670568811 --- Buy Allie's book, You're Not Enough (& That's Okay): Escaping the Toxic Culture of Self-Love: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://alliebethstuckey.com/book⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Relatable merchandise – use promo code 'ALLIE10' for a discount: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://shop.blazemedia.com/collections/allie-stuckey Learn more about your ad choices. Visit megaphone.fm/adchoices

The Art Coaching Club Podcast
Ellen Mote on Painting, Jewelry, and Redefining the Artist's Path

The Art Coaching Club Podcast

Play Episode Listen Later May 13, 2025 49:18


In this episode, I chat with multidisciplinary artist Ellen Mote, whose creative journey spans continents, mediums, and deeply personal themes. From growing up in Lagos, Nigeria to building a successful jewelry business and returning to painting after motherhood, Ellen's story is one of resilience, reinvention, and reclaiming permission to create without limits. We explore: The limiting beliefs Ellen overcame to pursue her art Her transition from metalsmithing to large-scale abstract painting How her paintings of the female form reflect identity, motherhood, and imperfection The power of narrative in marketing art—and the moment she realized her story mattered How she uses tools like a creative “bingo card” to stay focused and inspired This conversation is for any artist questioning their path or struggling to fit into one box. Ellen shows us how embracing multidimensional creativity—and telling the truth behind your work—can lead to the most authentic and fulfilling art practice. Make sure you check out my and Ellen's Substacks: https://hayleypricewhite.substack.com/ & https://ellenmote.substack.com/ Learn more about Ellen on her website and Instagram: https://ellenmoteart.com/ https://www.instagram.com/ellenmote/ Subscribe to Hayley's Art Interest List for Her Reading Girls here.

Free Man Beyond the Wall
Pete's Substacks 03/18 Through 04/21

Free Man Beyond the Wall

Play Episode Listen Later Apr 22, 2025 115:31


116 MinutesPG-13Pete has started doing video and audio essays for his Substacks. Here are his Substack audios for the period March 18th through April 21st.We Are Still At the ‘Philosophy' StageInfiltrated and DestroyedReading 'Defending the Undefendable' by Walter Block - ProstitutionTheir Support Continues to DwindleSubversivesPete's SubstackAntelope Hill - Promo code "peteq" for 5% off - https://antelopehillpublishing.com/FoxnSons Coffee - Promo code "peter" for 18% off - https://www.foxnsons.com/Pete and Thomas777 'At the Movies'Support Pete on His WebsitePete's Patreon Pete's SubscribestarPete's GUMROADPete's VenmoPete's Buy Me a CoffeePete on FacebookPete on TwitterBecome a supporter of this podcast: https://www.spreaker.com/podcast/the-pete-quinones-show--6071361/support.

Everything is the Best
LITTLE MISS SUBSTACK - EMILY SUNDBERG

Everything is the Best

Play Episode Listen Later Apr 16, 2025 59:52


I sat down with the brilliant, wildly observant Emily Sundberg — writer, internet culture critic, and honestly one of the most tapped-in people I know. She currently has the most popular Substacks in business and culture - and the only one I read RELIGIOUSLY. We talk about everything from her start in journalism, to writing daily, navigating work, creating a network and much more. She's sharp, she's thoughtful, she's funny and honestly, I'm very proud of her. Whether you're a 20-something trying to figure it out, or a 30-something trying to un-figure it all out — this one's for you. Produced by Dear MediaSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Free Man Beyond the Wall
Pete's Substacks 01/15 Through 03/11

Free Man Beyond the Wall

Play Episode Listen Later Mar 15, 2025 149:28


150 MinutesPG-13Pete has started doing video and audio essays for his Substacks. Here are his Substack audios for the period January 15th through March 11th.The Battle Lines Become More DefinedDay One is Finally OverPay Attention to Who is Getting Their WayThe USAID Revelation StrategyEmotion is the Enemy of TruthA Dire WarningThe Russia/US Meeting in Saudi ArabiaAn Appeal for Their DestructionThose Dang Qataris!!!Pete's SubstackAntelope Hill - Promo code "peteq" for 5% off - https://antelopehillpublishing.com/FoxnSons Coffee - Promo code "peter" for 18% off - https://www.foxnsons.com/Pete and Thomas777 'At the Movies'Support Pete on His WebsitePete's Patreon Pete's SubscribestarPete's GUMROADPete's VenmoPete's Buy Me a CoffeePete on FacebookPete on TwitterBecome a supporter of this podcast: https://www.spreaker.com/podcast/the-pete-quinones-show--6071361/support.