Podcasts about Supply

In this episode of Supply Chain Now, Scott Luton teams up with special guest host Ward Richmond (Vice Chairman, Colliers) to dig into the state of industrial real estate with Brandon Page. EVP, Head of Leasing & Customer Solutions and Glenn Wylie (Senior Managing Director, East Region at Link Logistics. The conversation frames what a “balanced market” looks like in 2025 (tight small-bay infill vs. more options at bulk) while unpacking the demand stack from e-commerce and nearshoring to data center spillovers and the renewed importance of 3PL flexibility.The group gets practical on bonded warehouses and FTZs (where and why they fit), market dynamics across the Southeast, Texas, and Phoenix, and how power availability and automation readiness are influencing site decisions. You'll also hear how Link Logistics uses data and AI, from rent-modeling insights to faster decision support across an infill-centric portfolio (with most assets within an hour of dense populations). The throughline: customers want flexibility, optimization, and speed, and the teams that blend relationships with good data will find the next wave of opportunity first.Jump into the conversation:(00:00) Intro(00:40) Scott welcomes Ward, Brandon, and Glenn(03:17) Baseball stories and quick warm-ups(05:40) Tailgate favorites: Publix chicken, BBQ, cheeseburgers(07:28) Ward on music and podcast projects(08:37) Supply chain real estate 101 with Link Logistics(12:57) Market shifts since 2022: slower, smarter leasing(14:37) Demand drivers: e-commerce, nearshoring, power(24:20) 3PL growth, manufacturing, and data centers(27:25) Bonded warehouses and FTZ setup(30:55) Flexibility and cost pressures(32:14) Customer priorities: optimization and power(38:57) Regional trends: Southeast, Houston, Phoenix(46:05) AI and tech driving efficiency(53:21) Common myths about industrial real estate(58:16) Takeaways on balance and relationshipsAdditional Links & Resources:Connect with Brandon Page: https://www.linkedin.com/in/brandon-j-page-385395236/ Connect with Glenn Wylie: https://www.linkedin.com/in/glenn-wylie-233105203/ Learn more about Link Logistics: https://www.linklogistics.com Connect with Ward Richmond: https://www.linkedin.com/in/wardrichmond/Ward Richmond's official website: https://www.truckinon.com/ Learn more about Colliers: https://www.colliers.com/Learn more about our hosts: https://supplychainnow.com/about Learn more about Supply Chain Now: https://supplychainnow.com Watch

APAC stocks traded mixed with the region indecisive amid light fresh catalysts and as participants digested earnings.House Democratic caucus will meet at noon Wednesday in Washington, according to Punchbowl's ShermanUK's Downing Street has launched an extraordinary operation to protect UK PM Starmer amid fears among the PM's closest allies that he is vulnerable to a leadership challenge in the wake of the Budget, according to The Guardian's Crerar.European equity futures indicate a positive cash market open with Euro Stoxx 50 futures up 0.3% after the cash market closed with gains of 1.1% on Tuesday.Looking ahead, highlights include German CPI Final (Oct), Italian Industrial Output (Sep), BoC Minutes (Oct), EIA STEO, OPEC MOMR, Speakers including ECB's Schnabel & de Guindos, Fed's Paulson, Bostic, Williams, Barr, Waller, Miran, Collins; US Treasury Secretary Bessent. Supply from Germany & US, Earnings from E On, Bayer, Infineon, ABN AMRO, Cisco & On.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

In this episode of Good Morning Liberty, host Nate Thurston discusses the current housing affordability crisis and former President Trump's proposal for 50-year mortgages. Nate examines the complexities and potential downsides of longer mortgage terms, emphasizing that the root problem lies in the supply and demand imbalance in the housing market. He suggests that government regulations, state and local zoning laws, and various economic factors are contributing to the housing shortage. Nate also touches upon the role of institutional investors, immigration, and tariffs on building materials in exacerbating the crisis. The episode provides an in-depth analysis of these issues, advocating for policy changes to increase housing supply and affordability. 00:00 Intro 01:46 The 50-Year Mortgage Debate 02:41 Supply and Demand 06:29 Trump's 50-Year Mortgage Proposal 07:56 Personal Housing Experiences 11:36 Market-Driven Mortgage Solutions 15:19 Housing Affordability Crisis 17:58 Interest Rates and Mortgage Payments 30:28 Rental Companies and Housing Supply 33:48 Institutional Investors and Housing Affordability 34:44 Government Regulatory Failures and Housing Shortage 35:24 Personal Anecdotes and Neighborhood Issues 36:42 Investor Home Purchases and Market Share 38:40 State Legislation and Housing Shortage 41:04 Supply and Demand in the Housing Market 46:27 Local Government's Role in Housing Regulations 52:54 Impact of Immigration on Housing 55:21 Conclusion and Final Thoughts    

Threats are easy. Supply chains, deterrence math, and real endgames are not. We dive into the rising talk of U.S. strikes on Venezuela and why public saber-rattling can lock leaders into dangerous escalations they can't control. From leaked authorizations to carrier movements in the Caribbean, we lay out the likely playbook, the unintended consequences for […]

Most misses in sales are baked into the plan before the year even starts.In this episode, Toni talks with Scott Domareck, a four-time VP of Sales who's been through every phase of growth, exit, and burnout imaginable. Together, they break down the hidden mistakes that ruin annual planning long before execution begins.From massaged Excel spreadsheets to unrealistic ramp times and compounding assumptions that look great to investors but kill execution, they get real about what actually happens inside revenue planning season, and how to build a plan you can actually hit.This episode is brought to you by Evergrowth  —  Their Agentic GTM Workspace enables revenue teams to collaborate and win with AI-powered teammates, breaking down silos and helping B2B teams grow smarter with fewer resources. Want to work with us? Learn more: revformula.io(00:00) - Introduction (04:16) - The Reality of Planning Season (07:22) - Transparency and Context in Planning (13:12) - Compounding Effects in Sales Planning (18:14) - Involvement of Go-to-Market Leadership (25:29) - Trust and Executive Leadership (28:43) - Top Mistakes in Hiring (30:49) - Staggering for Supply and Demand (34:02) - Challenges in Scaling and Execution (41:04) - The Reality of Adding New Elements to the Plan (43:34) - Risk Management and Buffers (46:31) - Planning for Attrition and Unexpected Events (49:13) - Final Thoughts and Future Discussions

The technology industry has spent heavily on all things AI, from training large language models (LLMs) to building up the infrastructure required to meet demand. Investments across a range of sectors with exposure to the AI boom, including cloud computing, chips, data centers and the power grid, have lifted economic growth and supported financial markets through a period of global uncertainty. One estimate from McKinsey & Co. suggests that demand for new and updated digital infrastructure will require an estimated $19 trillion in investments through 2040. Much of this capital will come from institutional investors. Supply-demand dynamics, the impact of new innovations, and the pace of adoption will help guide investors as they determine how to allocate their exposure to AI. This episode of The Outthinking Investor explores growth opportunities and potential challenges across the AI ecosystem. Experts discuss sectors that stand to benefit from AI, intense demand for AI infrastructure, managing obsolescence risk, and whether AI can deliver on expectations for productivity and returns. Our guests are: Richard Waters, Technology Writer-at-Large for the Financial Times Owen Hyde, Managing Director and Equity Research Analyst at Jennison Learn more about the AI boom by visiting Jennison's AI Resource Center (https://www.jennison.com/campaignCountry/en/institutional/perspectives/ai-resource-center). Do you have any comments, suggestions, or topics you would like us to cover? Email us at thought.leadership@pgim.com, or fill out our survey at PGIM.com/podcast/outthinking-investor. To hear more from PGIM, tune into Speaking of Alternatives, available on Spotify, Apple, Amazon Music, and other podcast platforms. Explore our entire collection of podcasts at PGIM.com.

APAC stocks were mostly subdued with the region failing to sustain the positive global risk momentum that had been spurred by US-China trade optimism and US government reopening hopes, while there were few fresh catalysts overnight to fuel the recent rally.US Senate voted 60 vs. 40 to pass legislation to fund the federal government and end the shutdown, while the bill now goes to the House.US House Speaker Johnson is seeking a Wednesday vote on the stopgap bill, and won't commit to an ACA subsidy vote.China is reportedly devising a plan to keep the US military from getting its rare earth magnets and is considering a ‘validated end-user' system to fast-track certain export licenses, according to WSJ.European equity futures indicate a positive cash market open with Euro Stoxx 50 futures up 0.4% after the cash market finished with gains of 1.8% on Monday.Looking ahead, highlights include UK Unemployment/Wages (Sep), EZ & German ZEW (Nov), US NFIB (Oct), Weekly Prelim Estimate ADP, Riksbank Minutes, Speakers including ECB's Lagarde, BoE's Greene & Dhingra, RBA's Jones, Supply from Netherlands, Earnings from Porsche SE, RWE & Alcon. Holidays: US Veterans' Day; Canadian Remembrance DayRead the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Global, systemic stress on silver, exports being stopped, there's now "Blood in the Streets" as the LBMA short squeeze has ignited a global gold and silver bullion buying frenzy which went berserk these past two weeks:

A message from Pastor Daniel Villarreal on November 9, 2025.

APAC stocks traded higher amid the improving US-China trade environment and with hopes of ending the US government shutdown as several Democrats supported Republicans to pass a measure through the procedural vote in a rare Senate session on Sunday.US Senate voted 60 vs 40 to advance the government funding bill through the procedural hurdle, moving it closer towards passage, after 8 Democrats supported the measure in a rare Sunday session.Chinese inflation data over the weekend which printed above forecasts, although factory gate prices remained in deflation.NVIDIA (NVDA) CEO said they have very strong demand in Blackwell chips and asked TSMC (2330 TT) for more wafers to meet strong AI demand.European equity futures indicate a positive cash market open with Euro Stoxx 50 futures up 1.4% after the cash market closed with losses of 0.8% on Friday.Looking ahead, highlights include Norwegian CPI (Oct), EZ Sentix (Nov), Chinese M2 & New Yuan Loans (Oct), Speech from BoE's Lombardelli, Supply from the UK, Earnings from Hannover Re, CoreWeave & Barrick Mining.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

US Senate voted 60 vs 40 to advance the government funding bill through the procedural hurdle, moving it closer towards passage, after 8 Democrats supported the measure in a rare Sunday session.European and US equity futures are stronger across the board as senators take first steps to ending the US government shutdown; NQ +1.5%.USD softer against high-beta FX but higher against havens amid the risk-on mood.USTs slip on US Government shutdown related progress, Gilts digest reports of a dividend tax hike.Commodities follow the positive sentiment stateside and constructive Chinese inflation figures.Looking ahead, highlights include Chinese M2 & New Yuan Loans (Oct), Speech from Fed's Daly, Musalem, Supply from the UK.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

What if markets move not by logic, but by pressure? In this conversation, Alan Dunne and Yoav Git trace the invisible currents behind price formation, namely how a single dollar of inflow can lift valuations fivefold, and why that distortion challenges everything the efficient market promised. From the slow mechanics of supply and demand to the moral hazards of policy and liquidity, the discussion follows money as it reshapes narrative. They revisit research that foresaw inflation's return, and question why QIS indices so often fade in practice. Beneath it all lies a quiet question: what truly drives the modern market?-----50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE-----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT's TRUE ? – most CIO's read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.Learn more about the Trend Barometer here.Send your questions to info@toptradersunplugged.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Alan on Twitter.Follow Yoav on LinkedIn.Episode TimeStamps:00:00:23 – Opening and agenda for the discussion00:01:05 – Math education in the UK and XTX's push to fund young talent00:03:39 – Market performance recap for early November00:04:49 – Reflections on volatility and fixed income trading conditions00:05:13 – Introduction to the “Inelastic Markets Hypothesis”00:05:53 – Supply, demand, and elasticity explained in market terms00:10:30 – Instrumental variables and how economists measure elasticity00:14:51 – The debate: if markets clear, how can flows move prices?00:15:44 – Why equities are more inelastic than bonds00:21:04 – Questioning the 5x effect and how...

It's the Ranch It Up Radio Show Herd It Here Weekly Report!  A 3-minute look at cattle markets, reports, news info, or anything that has to do with those of us who live at the end of dirt roads.  Join Jeff 'Tigger' Erhardt, the Boss Lady Rebecca Wanner aka 'BEC' by subscribing on your favorite podcasting app or on the Ranch It Up Radio Show YouTube Channel. Livestock Marketing Specialist Comments On What Is Next For Cattle & Beef Markets Despite recent volatility, cattle market fundamentals remain unchanged. Supply and demand conditions are the same as they were three weeks ago — but political noise and policy rumors have fueled short-term panic across the beef industry. Beef Imports & Tariff Talk:  LImited Real Impact Recent political chatter around increased beef imports from Argentina and reduced tariffs on Brazilian beef has rattled markets, but the actual impact is minimal. Argentina remains an insignificant import source with no effect on U.S. beef prices. Lower tariffs on Brazil might slightly increase processing beef imports, returning the market to pre-August conditions, when lean trimming prices hit record highs. Even with these changes, steak and high-quality beef prices in the U.S. will remain unaffected. Data gaps from the government shutdown make short-term analysis difficult, but fundamentals are steady. USDA's Beef Industry Proposals Offer Long-Term, Not Immediate, Relief The USDA's “Fortify the American Beef Industry” initiative includes regulatory updates, expanded access to grazing lands, and new packing infrastructure. While positive for the future, these measures won't impact cattle supply, demand, or prices in the short term. Even if Mexican cattle imports resume, any market effect will take months to appear, leaving current feeder cattle supplies largely unchanged. China Trade Rumors Could Support Future Prices Talks of a potential U.S.–China trade thaw could eventually boost beef exports. A year ago, China accounted for 15.3% of U.S. beef exports; by July, that share had collapsed to 1.2%. Reopening this market would add significant price support for U.S. cattle producers. So far, record-high domestic prices have masked the loss of the Chinese export channel, but renewed trade would strengthen fundamentals moving forward. Political Volatility Delays Industry Recovery While political developments may bring both risks and opportunities, the net impact remains marginal. The two- to four-year price outlook for cattle and beef is unchanged. However, continued government intervention and political rhetoric add uncertainty — a real cost to producers, consumers, and lenders. This instability will likely slow herd rebuilding efforts, already projected to extend through the end of the decade. REFERENCES: https://www.nationalbeefwire.com/peel-what-s-next-for-cattle-and-beef-markets Upcoming Bull & Heifer Sales On RanchChannel.Com Lot's of bull and heifer sales coming up on the RanchChannel.Com sale calendar.  Check out the full line up HERE. SPONSORS Jorgensen Land & Cattle https://jorgensenfarms.com/ @JorLandCat Ranch Channel https://ranchchannel.com/ @RanchChannel Questions & Concerns From The Field? Call or Text your questions, or comments to 707-RANCH20 or 707-726-2420 Or email RanchItUpShow@gmail.com FOLLOW Facebook/Instagram: @RanchItUpShow SUBSCRIBE to the Ranch It Up YouTube Channel: @ranchitup Website: RanchItUpShow.com https://ranchitupshow.com/ The Ranch It Up Podcast is available on ALL podcasting apps. https://ranchitup.podbean.com/ Rural America is center-stage on this outfit. AND how is that? Because of Tigger & BEC... Live This Western Lifestyle. Tigger & BEC represent the Working Ranch world by providing the cowboys, cowgirls, beef cattle producers & successful farmers the knowledge and education needed to bring high-quality beef & meat to your table for dinner. Learn more about Jeff 'Tigger' Erhardt & Rebecca Wanner aka BEC here: TiggerandBEC.com https://tiggerandbec.com/

Host: Cindy Allen Published: November 7, 2025 Length: ~15 minutes Presented by: Global Training Center End Game: The Supreme Court, IEEPA Tariffs, and What Comes Next This week on Cindy's Version, Cindy Allen takes inspiration from Taylor Swift's End Game to unpack one of the most closely watched moments in international trade this year — the Supreme Court hearing on the IEEPA tariff case. Speaking from Detroit while traveling during the ongoing federal shutdown, Cindy breaks down the key issues debated before the Court, from the meaning of “regulate imports” to the limits of presidential authority under the International Emergency Economic Powers Act (IEEPA). She also covers the new Section 232 tariffs on heavy-duty trucks and buses, the reduction in flights ordered by the FAA amid the shutdown, and the possible ripple effects across global supply chains. What You'll Learn in This Episode: New Section 232 tariffs effective November 10: • 25% on heavy-duty trucks • 10% on buses • Carve-outs for emergency vehicles • Country limitations — UK (10%), EU (15%), Japan (15%) Reduction of IEEPA fentanyl tariffs to 10% Details of the longest federal shutdown in U.S. history and its impact on: • Air travel (10–15% reduction in flights) • Cargo movement and trucking • Supply chain coordination Key moments from the Supreme Court IEEPA hearing (Nov 5): • Justices debate the meaning of “regulate imports” • Split questioning along ideological lines • Discussion on licensing fees, tariffs, and refund logistics What happens next — possible outcomes of the Court's decision and their trade implications Key Takeaways: The IEEPA case could reshape presidential trade authority and future tariff enforcement. Refund scenarios range from automatic government-issued payments to lengthy entry-by-entry protests. Even if IEEPA duties are struck down, Section 232 or 122 authorities could be used to reimpose tariffs. De minimis relief is unlikely to return, regardless of the IEEPA ruling. The decision may come faster than usual — possibly within a month — under pressure to resolve before 2026. Resources & Mentions: Supreme Court of the United States – Docket Information U.S. Customs and Border Protection (CBP) Federal Register – Section 232 Notices U.S. Department of Commerce – Bureau of Industry and Security U.S. Department of Transportation – FAA Announcements Trade Force Multiplier Credits Host: Cindy Allen – LinkedIn Producer: Lalo Solorzano – LinkedIn Subscribe & Follow New episodes every Friday. Presented by: Global Training Center — providing education, consulting, workshops, and compliance resources for trade professionals.

In "The State of Logistics Hiring", Joe Lynch and Charlie Saffro, a recruiting and retention expert and CEO of CS Recruiting, discuss why employee-focused cultures and niche expertise are now critical to overcoming talent shortages in the supply chain industry.  About Charlie Saffro Charlie Saffro is a recruiting and retention expert, a female entrepreneur, and a TEDx speaker with a passion for sharing ideas around human leadership, talent acquisition and retention, employee engagement, and company culture. Charlie founded a third party recruiting firm in 2010 with the goal of connecting employers and professionals within the Transportation, Logistics, and Supply Chain industry. Today, as the CEO of CS Recruiting, Charlie leads a thriving organization and a talented team of professional career matchmakers. She is dedicated to helping leaders of all industries prioritize employee-focused cultures. Charlie is an established thought leader and offers personalized coaching, team workshops, and keynotes to share her perspective as both a recruiter and a company leader. About CS Recruiting CS Recruiting focuses on recruitment and talent advisory within the Logistics, Transportation and Supply chain Industry. We partner with clients across North America to help them identify the most qualified candidates for their niche hiring needs. Our client base consists of 3PLs, Asset Providers, Shippers (Manufacturers/Distributors) and companies that offer a technology platform, equipment solution or consulting services. We pride ourselves on our industry expertise, competitive market knowledge and network of talent to support searches for positions of all levels and functions that influence the Supply Chain. CS Recruiting's goal is to partner with clients and candidates to develop long lasting relationships and make appropriate and time sensitive career matches. Key Takeaways: The State of Logistics Hiring In "The State of Logistics Hiring", Joe Lynch and Charlie Saffro, a recruiting and retention expert and CEO of CS Recruiting, discuss why employee-focused cultures and niche expertise are now critical to overcoming talent shortages in the supply chain industry. Culture Drives Retention: Employee-focused cultures are the primary strategy for both attracting and keeping talent in logistics. Specialization is Essential: Hiring success demands deep niche industry expertise within the Logistics, Transportation, and Supply Chain sectors. Broad Talent Demand: The hiring crisis spans across 3PLs, Shippers, and Tech providers—the entire supply chain ecosystem. Prioritize Human Leadership: Effective recruitment and engagement rely heavily on human leadership skills to improve employee experience. Recruiting as Advisory: The best firms view recruiting as a strategic talent advisory partnership, not just a transaction. External Expert Insight: Companies are leveraging external thought leaders (like Charlie Saffro) for coaching and workshops to refine internal processes. Candidate-Driven Market: Logistics hiring requires understanding and addressing what motivates top talent, as candidates currently hold the leverage. Learn More About The State of Logistics Hiring Charlie Saffro | Linkedin CS Recruiting | Linkedin CS Recruiting Charlie's TEDx Talk Recruiting and Retaining Top Performers in Logistics with Charlie Saffro Winning the Logistics Talent War with Charlie Saffro The Logistics of Logistics Podcast If you enjoy the podcast, please leave a positive review, subscribe, and share it with your friends and colleagues. The Logistics of Logistics Podcast: Google, Apple, Castbox, Spotify, Stitcher, PlayerFM, Tunein, Podbean, Owltail, Libsyn, Overcast Check out The Logistics of Logistics on Youtube

AP correspondent Karen Chammas reports Ukraine is the top of conversation in talks among energy leaders from the U.S. and Europe.

Press XJoin the Press X Discord: https://discord.gg/MAXtvmv2rwTopics:As of September 30, Switch 2 sold 10.36 million units, Mario Kart World sold 9.57 million units (92% attach rate, fastest-selling Mario Kart ever), Donkey Kong Bananza sold 3.49 million units https://www.nintendo.co.jp/ir/pdf/2025/251104_4e.pdf https://www.nintendo.co.jp/ir/pdf/2025/251104e.pdfNintendo increases Switch 2 sales forecast by 4M units: predicting 19 million units sold by end of MarchSwitch 1 sales forecast decreases as sales are drying up (sold 910K units this quarter)Key insights from Furukawa's investor presentation https://www.nintendo.co.jp/ir/pdf/2025/251105e.pdf"Moving forward, software development will be centered around Nintendo Switch 2""84% of Nintendo Switch 2 players have transitioned from Nintendo Switch" (see below)"Supply of Nintendo Switch Hardware Will Continue If Enough Demand Persists""We aim to maintain a connection with our consumers throughout the various stages of their lives"“We are continuing to prepare for the ongoing release of movies in the future.” (see below)Initiatives to strengthen game development include "acquiring development companies to make them subsidiaries" (see below) Nintendo Store app appears out of nowhere, lets you see all your old playtimes through Wii U and 3DS https://x.com/Wario64/status/1985964705312125326 Metroid Prime 4: Beyond gets a new “Survive” trailer https://www.youtube.com/watch?v=3fN5zFkeA4AAnimal Crossing: New Horizons Switch 2 Edition and free version 3.0 update revealed https://www.nintendo.com/us/whatsnew/animal-crossing-new-horizons-sails-ashore-with-a-nintendo-switch-2-edition-and-free-content-update-jan-15/ Nintendo staff reunited to discuss launching NES 40 years ago https://www.youtube.com/watch?v=f2WDfsiLiRAFull Details Revealed for Dante's Purgatorio, the Canceled Sequel to EA's Dante's Inferno https://www.ign.com/articles/inside-dantes-purgatorio-the-cancelled-sequel-to-eas-dantes-inferno Questions from Discord: Beavis Christ: This is a big one, but that's why we pay you guys the big bucks: What do you think the next console generation will be like? What will the consoles be like? What genres will rise and fall? Or any thoughts you have. (I keep remembering how in either the PS3 or PS4 gen, a bunch of people thought that not only were the end of physical game sales imminent, but so was the end of new consoles, and that if anything there would be essentially newer Pro versions of the same consoles, or add-ons to upgrade your console. Because the Sega 32X did so well I guess lol. So that's kinda what made me think of this)campfire_knight: What region-locked game do you most regret not getting in your part of the world?

APAC stocks were higher as the region took impetus from the rebound on Wall St, where all major indices gained amid dip buying.European equity futures indicate an uneventful cash market open with Euro Stoxx 50 futures relatively flat after the cash market closed with gains of 0.2% on Wednesday.DXY traded rangebound after having recently snapped a 5-day rally, despite firmer-than-expected ADP and ISM Services data, while catalysts were quiet overnight10yr UST futures saw some slight reprieve after slumping yesterday; Bund futures languished near the prior day's lows.US President Trump is scheduled to make an announcement at 11:00EST/16:00GMT on Thursday.Looking ahead, highlights include German Industrial Production, EZ Retail Sales, Canadian Leading Index, US Chicago Fed Labour Market Indicators, US Challenger Layoffs, BoE, Banxico & Norges Bank Policy Announcements, Speakers including Fed's Williams, Barr, Hammack, Waller, Paulson & Musalem, ECB's Lane, Nagel, Schnabel & de Guindos, BoE's Bailey, BoC's Macklem, Rogers & Kozicki, Supply from Spain & FranceEarnings from Continental, Commerzbank, AstraZeneca, Sainsbury's, Airbnb, ConocoPhillips & Warner Bros.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Angela Woody talks about her career journey; learning to let go of inherited beliefs; making IT investments; & the guiding principles that have shaped her life. IN THIS EPISODE WE DISCUSS:   [04.09] Angela's coincidental career – how volunteering at an event led to an internship that led to a full-time role at Kimberly-Clark. "It was a happenstance!... Someone took a chance on me." [08.41] Angela's 13-year tenure at Kimberly-Clark: how her career progressed, what she learned, and her biggest achievements. "Working for a global manufacturing company, you just had a wealth of opportunities… There was an opportunity to work on a first-of-a-kind project… and on that project, I could be innovative, experimental – it was career-changing." [14.21] Why Angela made a move from large CPG to small healthcare business, and how she changed her assumptions around what a stable, long-term career should look like. [17.45] What Angela loves about supply chain. "Supply chain is not a flashy job! … It's dirty, and for some reason that sparked my intertest... Supply chain is the last thing that's going to touch a product before it's delivered to the customer, that's our responsibility – and I fell in love with that." [21.40] How the pandemic shone a light on the industry, and why hesitation to make capital investments in IT systems is one of the biggest challenges in supply chain right now. "2020 was a blessing in disguise for supply chain. It brought some immediate visibility into how fragile our global supply chain really is – and it finally became a topic in the boardroom." "The companies that are truly making the investment in IT, making the investment in upgrades, they're the ones that are winning." [24.40] Why change management is still such a big problem, and how businesses should be approaching it for success. "Change management takes focus, time, resources and empathy. Change management is one of the most underleveraged capabilities, and I've seen many IT transformations fail because of a lack of investment in it." [27.40] Angela's 'Bring Your Kid To Work Day' experience with her daughter, and how we engage the upcoming generations in supply chain. "I have two girls, and I want to be a role model for them. I want to show them they can do anything they set their minds to, as long as they work hard." [31.31] Angela's experience as a woman in supply chain and technology. [35.15] The guiding principles that have shaped Angela's success, in life and work. [36.08] The importance of mentorship, and how Angela supports the next generations. "When I first started, mentorship wasn't something that was available, or even discussed… So, as we've evolved, and have seen its importance, I've taken male and female mentees and worked with them to have an opportunity to talk about things – I wish I had that." [38.35] The future for Angela. "I've worked hard to be where I am, but the feeling you get when you spend time out in the community and truly give back, is very special to me." RESOURCES AND LINKS MENTIONED:   You can connect with Angela over on LinkedIn. If you enjoyed this episode and want to hear from more women in tech, check out 493: Women in Supply Chain, Natalie Walker, 470: Women in Supply Chain, Melodie Van Der Baan, or 479: Women in Supply Chain, Lina Castaneda.

Mark Ingram from Baldwin EMC joins Mobile Mornings to preview the upcoming Power of Giving Blood Drive and Veterans Supply Drive, happening Tuesday, November 6th at the Baldwin EMC headquarters in Summerdale, AL. In this episode, Mark discusses: The critical need for blood donations heading into the holiday season How the supply drive supports residents at the William F. Green Veterans Home The fun and friendly Iron Bowl Challenge — donate in honor of your team: Alabama or Auburn! Giveaways, including a signed football from Alabama Head Coach Kalen DeBoer and an Auburn helmet from (now former) Head Coach Hugh Freeze He also shares touching stories about honoring local veterans, how community members can get involved, and why giving back matters more than ever.

MHS Industrial Supply, a family-owned business founded 85 years ago, is entering a new chapter as siblings Brad, Ashley, and Jeff Downs take over from their parents, Phil and Ann Downs. The company has evolved from a small hardware store into a trusted industrial supply partner, known for its customer service, innovation, and community involvement. As the third generation leads, MHS remains rooted in family values while embracing technology and preparing for future milestones like its 90th and 100th anniversaries.Support the show: https://richlandsource.com/membersSee omnystudio.com/listener for privacy information.

APAC stocks were mixed after an early sell-off following the losses stateside, where tech underperformed amid valuation concerns.European equity futures indicate a lower cash market open with the Euro Stoxx 50 future down 0.7% after the cash market closed with losses of 0.3% on Tuesday.The USD rally has paused for breath (DXY remains above 100), EUR/USD is unable to reclaim 1.15 status, USD/JPY failed to hold below 153.Global fixed income benchmarks remain supported, crude futures lack direction, Gold remains below USD 4k.Looking ahead, highlights include German Industrial Orders, EZ, UK & US Final PMI, EZ Producer Prices, US ADP, US ISM Services PMI, Riksbank, NBP & BCB Policy Announcements, ECB Wage Tracker, US Supreme Court Tariff hearing begins, Speakers including ECB's Nagel, BoE's Breeden, BoC's Macklem & Rogers, Riksbank's Jansson, US QRA, Supply from Germany.Earnings from BMW, Novo Nordisk, Pandora, AMC, Arm, Snap & McDonald'sRead the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

8300 Buckeye v. UPS Supply

Land isn't just dirt under buildings—it's the world's oldest, strangest asset, worth an estimated $180T, quietly steering credit cycles, politics, and who gets to build the future. Economist editor and Money Talks host Mike Bird joins us to decode the “land trap”: why superstar cities underbuild, how mortgages turned banks into land-collateral machines, and what Japan's 1980s super-bubble can (and can't) teach us about China's managed deflation today. We trace ownership from Babylonian stone ledgers to modern cadastres, ask whether America ever ran a de facto “land standard,” and explore pragmatic exits: build where demand is, deepen capital markets so homes aren't the only savings vehicle, and tax land value uplift to fund infrastructure. ---

“Is your project really compliant?”That's the billion-dollar question developers across the U.S. are asking as Foreign Entity of Concern (FEOC) rules tighten their grip on clean energy tax credits. If you are(were) banking on the ITC, PTC, or 45X, you can't afford to miss this Tactical Tuesday deep-dive.The rules are shifting. Supply chains are murky. And guidance is still evolving. Host Nico Johnson pulls together an expert panel to decode how FEOC is reshaping the way projects are sourced, engineered, financed, and papered across the U.S. solar and storage market.You'll hear from:Christian Roselund (Clean Energy Associates) — decoding ownership, material assistance, and effective controlRaj Pawar (EVS) — revealing how inverter-level definitions trigger real engineering redesignsAaron Gomolak (Ampt) — showing how string-level optimization keeps projects on schedule and compliantMona Dajani (Baker Botts) — outlining how to structure deals and mitigate legal risk while guidance evolvesExpect to learn:

A message from Pastor Daniel Villarreal on November 2, 2025.

Temperatures remained into the 80s well in the fall this year in parts of the Midwest. Agrivoltaics offers a respite to extreme heat and land access for new farmers.

APAC stocks were mostly subdued following the mixed lead from Wall St, where the majority of sectors declined but tech outperformed.RBA kept Cash Rate unchanged at 3.60%, as expected; judged some of the increase in underlying inflation in Q3 was due to temporary factors.European equity futures indicate a lower cash market open with Euro Stoxx 50 future down 0.8% after the cash market closed with gains of 0.3% on Monday.DXY is flat, antipodeans lag with AUD softer post-RBA. JPY outperforms, underpinned by a haven bid and more verbal intervention.In a rare pre-budget press conference today, UK Chancellor Reeves will indicate she is prepared to break Labour's manifesto promise not to raise income tax, according to The Telegraph.Looking ahead, highlights include Canadian Trade, US RCM/TIPP, New Zealand Jobs, RBNZ FSR, BoJ Minutes (Sep), French Assembly PLF vote process begins, ECB's Lagarde, Nagel and Balz, BoE's Breeden & Fed's Bowman, Supply from UK & Germany.Earnings from Phillips, Evonik, Fresenius MC, Ferrari, BP; AMD, Supermicro, Marathon, Pfizer & Uber.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Laurent and Gerard have an explosive conversation with Bryan Long, Executive Director in JPMorgan's Commodities Group.They explore why U.S. energy market signals are failing to support new capacity investments, despite soaring demand (especially from datacenters).  Key issues include misaligned pricing, liquidity constraints, and hedging challenges, all of which deter long-term private capital.Key Takeaways: Current price signals don't support investment in new generation, even as large load growth (e.g., datacenters) is accelerating. Market structures must evolve to better reflect long-term price signals and attract private capital. Supply-side issues: New natural gas peakers and battery storage (BESS) face fragmented development, rising CAPEX, procurement delays, and tariff risks. Industry response: Major consolidation in the IPP space—private equity-backed assets are being acquired by integrated players seeking scale for hyperscaler deals.Possible solutions may include Repricing of forward curves, Government-backed long-term contracts, Regulatory reforms, Technological advancements Bottom line: Something must shift—be it policy, pricing, or tech—to align investment incentives with future demand growth. The next several years should be great for traders in the middle of the action.Conclusion: Between the Large Load Growth and the Investment Capital, who will blink first?   ------------  Bryan Long is an Executive Director in JPMorgan's Commodities Group, focused on wholesale power & renewable energy transactions. With 20yrs+ experience across various U.S. Power trading, origination and management roles, he has deep understandings of electricity market structures.    

Every need we have is met through the overflowing provision of God! http://redemptionchurch.com For other great resources from Pastor Nora King, visit us at: https://bit.ly/34chHm7

This week on High on Home Grown, we're joined by our good friend Chad Westport for a packed episode of cannabis news from around the world! Here's what we're talking about: Macky covers how the UK cannabis supply could be disrupted after a major find in a former casino. Could this affect medical and underground markets? Spoiler alert... no!  Billy reports on ‘Significant Variation in Standards' across UK medical cannabis pharmacies, and what the latest ACMD review could mean for patients and prescribers. Margaret highlights Alternaleaf's new women's health cannabis service, the first of its kind in the UK, a big step for gender-focused cannabis care. John explores a fascinating new scientific glossary of marijuana aromas, developed to help consumers and producers better understand the world of terpenes. Including smells like, Baby Sick, Dog S**t, and Armpit....

European bourses are firmer following constructive EU-China trade developments, US equity futures also gain.USD fractionally higher and now eyes 100.00, CHF hampered by CPI.Bonds are relatively contained into a session of central bank speak and the ISM Manufacturing series.Crude reverses initial gains after OPEC+ opted to raise output again by a modest 137k bpd in December before pausing for Q1 2026; XAU essentially flat, whilst base metals digest disappointing Chinese RatingDog Manufacturing PMI.Looking ahead, highlights include US Final Manufacturing PMI, US ISM Manufacturing PMI, Speakers including Fed's Daly, Cook, ECB's Lane & BoC's Macklem, Supply from BoE Gilt Sale (long-term), US Financing Estimates.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Several OPEC+ members agreed over the weekend to unwind a small portion of their additional voluntary cuts in December, while signalling a pause in further output increases until the end of March next year. The move, largely in line with expectations, suggests the group is prioritising market stability after recent price weakness, leaving oil prices modestly firmer around $65/b this morning. Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec

APAC stocks traded mostly higher overnight. European equity futures indicate a mildly positive cash market open with Euro Stoxx 50 future up 0.2%.Chinese RatingDog Manufacturing PMI data disappointed amid a sharp decline in export orders.Fed's Waller said he still advocates for the Fed to cut rates in December and said data fog does not tell you to stop.Crude futures gained at the open as participants digested the latest OPEC+ decision to raise output again by a modest 137k bpd in December before pausing for Q1 2026.In FX, DXY is steady, USD/JPY sits above 154 with Japan away from market, EUR/USD remains on a 1.15 handle, AUD marginally outperforms ahead of RBA this week.Looking ahead, highlights include Swiss CPI, EZ, UK & US Final Manufacturing PMI, US ISM Manufacturing PMI, Speakers including Fed's Daly, ECB's Lane & BoC's Macklem, Supply from BoE Gilt Sale (long-term), US Financing Estimates.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

October 28, 2025We prayed together and sat with the David–Goliath account as a living picture of spiritual warfare. We noted how “Saul's armor” symbolizes the flesh and false teaching that never fits us, while God quietly prepares us in hidden places to trust Him. With the “sling” of faith and the “stone” of truth, we run toward loud enemies—fear, doubt, accusation—resting in Christ's sufficiency. We affirmed that our Shepherd corrects, protects, and leads; His love is never tied to our performance. We need one local assembly where we become a “joint that supplies,” sharing the overflow of His love.TopicsGod prepares us behind the scenes for intimacy and battle“Saul's armor” = flesh/self-protection/false teaching that does not fitThe sling of faith and the stone of truth overcome loud enemiesOur Shepherd's rod and staff: correction, protection, guidance, careSheep reality: we cannot feed, guide, protect, or cleanse ourselvesNo condemnation in Christ; accusers fall silent in His loveCleansed conscience vs. defiled conscience activated by liesOne local assembly: Christ the Head; we become a joint that suppliesLove not tied to performance—He performs what He requiresTrials soften our will so love can flow to othersKey MomentsWe refused “armor of the flesh” and ran in God's strength.We pictured faith as a sling and Christ's word as the smooth stone.We recognized how accusation tries to crush, but Christ defends and frees.We thanked God for fathering care and perfect timing in our stories.We closed with gratitude for our local assembly and asked for grace to rest in what He has already done.Practice This WeekWhen fear, suspicion, or irritation rises, pick up one “stone” of truth and answer it out loud in faith.Receive the Shepherd's gentle correction; let Him inspect and heal hidden “injuries.”Supply another member: share one overflow of encouragement you received.Guard fellowship: keep fleshly substitutes and self-protection off the table.Reflection QuestionWhere am I still trying to make “Saul's armor” fit, and what would it look like today to drop it and trust the Shepherd with the sling of faith instead?

Protect your investments with And We Know http://andweknow.com/gold Or call 720-605-3900, Tell them “LT” sent you. ————————— AT sea with LT. 2026. Caribbean: https://www.inspirationtravel.com/event/lt-caribbean-cruise-2026 ————————— ➜ 50% off Rumble Premium annual: https://rumble.com/premium/LT ➜ Our AWK Website: https://www.andweknow.com/ ➜ AWK Shirts and gifts: https://shop.andweknow.com/ ------- *DONATIONS SITE: https://bit.ly/2Lgdrh5 *Mail your gift to: And We Know 30650 Rancho California Rd STE D406-123 (or D406-126) Temecula, CA 92591 ➜ AWK Shirts and gifts: https://shop.andweknow.com/ ➜ Audio Bible https://www.biblegateway.com/audio/mclean/kjv/1John.3.16 Connect with us in the following ways: + DISCORD Fellows: https://discord.gg/kMt8R2FC4z

Silver just closed October with its highest monthly finish ever, up an incredible 64% year-to-date — but the story behind the surge runs far deeper. From China's collapsing inventories to India's growing solar-driven demand, global forces are reshaping the precious metals market. The U.S. banking sector's hidden risks and central bank buying spree add even more fuel to the fire. Analysts now see $60 silver and $5,000 gold on the horizon. Don't miss this week's full market breakdown — listen to the full report and discover what could be driving the next surge in gold and silver prices.

Italian confectionery giant Ferrero, maker of Ferrero Rocher and Nutella, is in a standoff with Turkish hazelnut dealers. Why? Turkey, the world's largest hazelnut producer, has been hit by poor weather, a bad harvest, and pest infestations, sending prices soaring.In Jamaica, a catastrophe bond will release millions to help the country rebuild after Hurricane Melissa.Meanwhile, who is Nvidia, the world's most valuable company, selling AI chips now?And with pumpkins, costumes, and candy, billions are spent worldwide each Halloween, boosting economies everywhere.Presenter: Leanna Byrne Producer/Editor: Niamh McDermott

Global Commodities and UK Political Turmoil: Copper Prices Soar and Starmer's Tax U-Turn Guest: Simon Constable Simon Constable reports that copper prices are soaring to $5.18, up 20 percent, due to insufficient supply to meet demand from electric vehicles and artificial intelligence applications. In the United Kingdom, he notes Labour leader Keir Starmer reversed his tax pledge amidst poor productivity forecasts and failing reforms. Constable details the collapse of a high-profile China espionage case, possibly because UK espionage laws remain outdated from before World War I and China was not formally designated a hostile state at the time. He also highlights the troubling advice given by police to Israeli football fans to avoid attending a match due to safety concerns.

Global Commodities and UK Political Turmoil: Copper Prices Soar and Starmer's Tax U-Turn Guest: Simon Constable Simon Constable reports that copper prices are soaring to $5.18, up 20 percent, due to insufficient supply to meet demand from electric vehicles and artificial intelligence applications. In the United Kingdom, he notes Labour leader Keir Starmer reversed his tax pledge amidst poor productivity forecasts and failing reforms. Constable details the collapse of a high-profile China espionage case, possibly because UK espionage laws remain outdated from before World War I and China was not formally designated a hostile state at the time. He also highlights the troubling advice given by police to Israeli football fans to avoid attending a match due to safety concerns.

Plus: Chinese automaker BYD posts disappointing earnings amid intense competition and regulatory pressure. And Universal Music Group signs a deal with AI music startup Udio. Zoe Kuhlkin hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Strengthening the US-Japan Alliance and Rare Earth Supply Guest: Grant Newsham Grant Newsham analyzes the successful meeting between President Trump and Japan's newly appointed Prime Minister, Takayuki Sai. The two leaders agreed on rare earth supply cooperation, crucial for countering Chinese economic leverage and maintaining technological independence. Sai is focused on substantially increasing Japan's defense spending and addressing military recruitment shortfalls to strengthen regional capability. The United States values Japan's defensive posture as a critical bulwark against the People's Republic of China, making this alliance essential for Indo-Pacific stability. 1942 MIDWAY

Strengthening the US-Japan Alliance and Rare Earth Supply Guest: Grant Newsham Grant Newsham analyzes the successful meeting between President Trump and Japan's newly appointed Prime Minister. The two leaders agreed on rare earth supply cooperation, crucial for countering Chinese economic leverage and maintaining technological independence. Sai is focused on substantially increasing Japan's defense spending and addressing military recruitment shortfalls to strengthen regional capability. The United States values Japan's defensive posture as a critical bulwark against the People's Republic of China, making this alliance essential for Indo-Pacific stability.

In this episode of Supply Chain Now, Scott Luton welcomes Mike Griswold, Vice President Analyst at Gartner, for a conversation on leadership, innovation, and the future of supply chains. Mike shares how leading organizations are expanding beyond logistics to connect planning, customer experience, and innovation. Drawing on lessons from the Ryder Cup, he highlights the power of preparation, teamwork, and resilience; qualities that define both top athletes and successful supply chain leaders.Mike also explores how AI can strengthen decision-making without replacing human expertise. He shares insights from Gartner's Top 25 and previews the upcoming Planning Summits in London and Denver. From aligning people and processes to driving performance in uncertain times, this episode offers practical lessons for building smarter, more connected supply chains.Jump into the conversation:(00:00) Intro(01:28) Introducing the lightning round(02:59) Ryder Cup and supply chain analogies(09:36) Late-night snacks and drinks(11:33) Alternative career paths(13:18) Supply chain planning as a board game(15:43) Buzzwords in supply chain(19:58) Exploring VUCA and its impact(21:04) Overhyped and underrated supply chain tech trends(23:00) The evolution of shopping technology(25:50) Gartner supply chain top 25 insights(34:15) Supply chain leadership superpowers(38:47) Gartner planning summits overviewAdditional Links & Resources:Connect with Mike Griswold: https://www.linkedin.com/in/mike-griswold-6a68922/Learn more about Gartner: https://www.gartner.com/enConnect with Scott Luton: https://www.linkedin.com/in/scottwindonluton/Learn more about Supply Chain Now: https://supplychainnow.com Watch and listen to more Supply Chain Now episodes here: https://supplychainnow.com/program/supply-chain-now Subscribe to Supply Chain Now on your favorite platform: https://supplychainnow.com/join Work with us! Download Supply Chain Now's NEW Media Kit: https://bit.ly/3XH6OVkThis episode was hosted by Scott Luton and produced by Amanda Luton. For additional information, please visit our dedicated show page at: https://supplychainnow.com

#FenceFam I truly enjoyed this AG guys and I think you will too! Jacob Mader with Stillwater Fencing jumps on and tells his fence story and how he makes his OWN drivers! Great listen guys, lots of advice, lots of know how in this one. Sign up here: https://www.eventbrite.com/e/fence-games-2026-hosted-by-custom-machine-motioneering-inc-tickets-1790556575919?aff=ebdssbdestsearch Sign Up for AFA University Here: https://www.americanfenceassociation.com/events/afa_university_fence_installation_school/275/ Everything FenceTech Here: https://www.americanfenceassociation.com/fencetech/2026/ Cheers! Remember to like, share, comment and REVIEW! The Fence Industry Podcast Links: IG @TheFenceIndustryPodcast FB @TheFenceIndustryPodcastWithDanWheeler TikTok @TheFenceIndustryPodcast YouTube @TheFenceIndustryPodcastWithDanWheeler Visit TheFenceIndustryPodcast.com Email TheFenceIndustryPodcast@gmail.com Mr. Fence Companies: IG @MrFenceAcademy FB @MrFenceAcademy TikTok @MrFenceAcademy YouTube @MrFenceAcademy Mr. Fence Tools https://mrfencetools.com Mr. Fence Academy https://mrfenceacademy.com Gopherwood & Expert Stain and Seal IG @stainandsealexperts FB @ExpertProfessionalWoodCare YouTube @Stain&SealExperts FB Group Stain and Seal Expert's Staining University Visit RealGoodStain.com Visit Gopherwood.us Log Cabin Fence IG @Log_Cabin_Fence FB @LogCabinFence Visit LogCabinFence.com Elite Technique Visit getelitetechnique.com Greenwood Fence Visit greenwoodfence.com FenceNews Visit fencenews.com Ozark Fence & Supply promo code: TFIP15 for 15% off! Visit ozfence.com Benji with CleverFox for all your FENCE website needs! Visit cleverfox.online Stockade Staple Guns Visit stockade.com Bullet Fence Systems Visit bulletfence.com ZPost Metal Fence Posts Visit metalfencepost.com The Fence Industry Podcast is Produced by "Rob The Producer" Connect with him at justrobnoble@gmail.com for availability and rates.

Brooks is a well-known face in the fxr and vintage motorcycle scene, especially at swap meets across the country. Based in Canton, Texas, Blanton Cycle Supply has some of the rare parts you're after. In this episode, we hear some of Brooks' stories about buying and selling parts, along with a surprise story that blew me away — you'll just have to listen to find out! Brooks Instagram https://www.instagram.com/blanton_hd/ The Fast Life Garage Youtube https://www.youtube.com/@TheFastLifeGarage Join our Patreon community to gain access to our Patreon-only podcast, Garage Talk, our chat room, and ad-free episodes! https://Www.patreon.com/fastlifegare Big thanks to our Show Sponsors ⚡️ @arlennessmotorcycles https://www.arlenness.com Code "FASTLIFE10" for 10% off ⚡️ @cowboyhdaustin https://www.cowboyharleyAustin.com ⚡️ @customdynamics Https://www.customdynamics.com ⚡️ @lawtigersdallastexas https://lawtigers.com 1-800-LAW-TIGERS https://www.rwdvtwin.com Code "Fastlife" for 10% off ⚡️ @rwd__vtwin

3. Supply vs. Demand: Economic Shocks, Entitlements, and the Invisible Population Nicholas Eberstadt Book: Men Without Work (Post-Pandemic Edition) Eberstadt explores the competing explanations for the ghost army, contrasting his supply-side argument (men holding back labor/unpreparedness) with demand-side views from critics Henry Olsen and Jared Bernstein. Olsen highlights the role of economic shocks and structural changes, like the 1970s stagflation and deindustrialization (the Rust Belt). The role of entitlements is significant, as over half of NILF men receive at least one benefit, often disability payments like SSDI. Regional differences in labor force participation (e.g., high inactivity in West Virginia adjacent to low inactivity in Maryland) mitigate a purely national demand-side case. The source stresses the lack of data on the estimated 25 million ex-convicts, who are an "invisible population" largely untracked by labor statistics. 1929