Podcasts about surrounds

CREEPY Tales and Legends from the Appalachian Trail and Surrounds!Become a supporter of this podcast: https://www.spreaker.com/podcast/missing-persons-mysteries--5624803/support.

Maria Corina Machado met with President Trump and said she presented him with her Nobel Peace Prize. It came a day after Trump spoke with Venezuela's acting president, a woman who in the past disparaged Machado but is now empowered by the U.S. to lead the country. Nick Schifrin examines Venezuela's leadership, and Geoff Bennett discusses more with Laura Dib. PBS News is supported by - https://www.pbs.org/newshour/about/funders. Hosted on Acast. See acast.com/privacy

Maria Corina Machado met with President Trump and said she presented him with her Nobel Peace Prize. It came a day after Trump spoke with Venezuela's acting president, a woman who in the past disparaged Machado but is now empowered by the U.S. to lead the country. Nick Schifrin examines Venezuela's leadership, and Geoff Bennett discusses more with Laura Dib. PBS News is supported by - https://www.pbs.org/newshour/about/funders. Hosted on Acast. See acast.com/privacy

The California Highway Patrol has announced that its Holiday Enforcement Period will begin at 6:01 p.m. on Wednesday, December 24th this year.First responders with the Truckee Fire Protection District deploy their ladder truck to rescue marooned visitors.This year, SYRCL's 24th annual Wild & Scenic Film Festival will feature over 110 environmental and adventure films.

   President Trump has announced the United States has surrounded Venezuela with a complete blockade of sanctioned oil tankers in an effort to cut off all the money flowing into that country.  At the same time, he's announced he will address the nation Wednesday night from the White House in a speech that's expected to feature accomplishments and plans for 2026.  Let's hope he stays on script.    Marco Rubio makes a bold statement about what will keep him from running for president in 2028.      The Royals seem to be infuriating everyone except the people that make the decision on whether they can build a ballpark at 119th and Nall.  The City of Lenexa is trying to pull another crazy liberal scam on its good citizens after failing with a homeless shelter.  Wait until you hear this joke.    There's a ton of reporting on Travis Kelce's future and we'll explain why you shouldn't be listening to any of it just yet.  Darryn Peterson sits for the 8th time in 12 games as KU gets an easy win.   Kansas State is losing its only good wide receiver to the transfer portal and our Final Final is not great news for KC.

Welcome to a Wide World of Sports update. A snapshot of the latest sport stories from the 9News team including: A cagey Steve Smith refuses to confirm his starting eleven for the second Ashes Test Rory McIlroy gives an eyebrow-raising summation of Royal Melbourne Ryan Papenhuyzen insists he's sticking with plans to take a year away from the NRL The biggest sport stories in less than 5 minutes delivered twice a day, with reports from the 9News team across Australia and overseas. Subscribe now to make it part of your daily news diet. See omnystudio.com/listener for privacy information.

Welcome to a Wide World of Sports update. A snapshot of the latest sport stories from the 9News team including: A cagey Steve Smith refuses to confirm his starting eleven for the second Ashes Test Rory McIlroy gives an eyebrow-raising summation of Royal Melbourne Ryan Papenhuyzen insists he's sticking with plans to take a year away from the NRL The biggest sport stories in less than 5 minutes delivered twice a day, with reports from the 9News team across Australia and overseas. Subscribe now to make it part of your daily news diet. See omnystudio.com/listener for privacy information.

Welcome to a Wide World of Sports update. A snapshot of the latest sport stories from the 9News team including: A cagey Steve Smith refuses to confirm his starting eleven for the second Ashes Test Rory McIlroy gives an eyebrow-raising summation of Royal Melbourne Ryan Papenhuyzen insists he's sticking with plans to take a year away from the NRL The biggest sport stories in less than 5 minutes delivered twice a day, with reports from the 9News team across Australia and overseas. Subscribe now to make it part of your daily news diet. See omnystudio.com/listener for privacy information.

The Bible teaches us that trusting in the Lord brings stability in a world that is constantly shifting. The Lord also promises to surround his people like the mountains around Jerusalem. Grab your Bible, turn to Psalm 125, and follow along with Pastor Mike.

Democrats are pushing back on private funding for the White House ballroom.See omnystudio.com/listener for privacy information.

What's going on Family! Welcome back to Sports Outside the Box! I'm your host Dennis Harris! The A.O.E topic: Surrounds us focusing too much on a goal and not focusing on the system on how to attain said goal. We finish our goals and get thrown into..."The Yo-Yo Effect"   Sports Side: In this episode, we step into Week 11 — the moment where the noise fades, the stakes sharpen, and every snap starts to define who you are. I break down my picks for the week, calling out the teams ready to make statements… and the ones on the brink of being exposed. I spotlight a team that has quietly emerged as one of the most impressive forces of the season — not loud, not flashy, but undeniable. A contender rising in the shadows. And then we hit the question shaking the AFC: Is this a must-win for the Chiefs or the Ravens? One team stands at a crossroads. The other stands on thin ice. This game could alter everything. Welcome to Week 11 — where the truth shows up, and pretenders can't hide.

The three mustaches take a journey to the greatest state in America to cover the tragic case of Emily Noble. In May of 2020 in Westerville, Ohio, police received a report of a woman that was possibly missing. When they begin investigating, they notice that her laid-back husband, Matt, is acting a little too laid-back. Did he have something to do with Emily's disappearance, or was he just a super-chill victim caught in a total bummer of a situation?Support this podcast at — https://redcircle.com/crime-corner-with-jessie-wiseman/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Brother Chris speaks about who surrounds you.

The freighter went down in Lake Superior Nov. 10, 1975.

innercityleft.com Support us at patreon.com/innercityleft Follow us on IG @InnerCityLeft Purchase Amoja's book of poetry here

❖ Today's Bible reading is Psalm 125: www.ESV.org/Psalm125 ❖ To read along with the podcast, grab a print copy of the devotional: www.crossway.org/books/in-the-lord-i-take-refuge-hcj/ ❖ Browse other resources from Dane Ortlund: www.crossway.org/authors/dane-c-ortlund/

In the opening hour of today's show, the guys discuss Michael Penix's injury status headed into Sunday's matchup vs the Dolphins. Does this team start Kirk due to the knee?

To be frank. This is different. Not just the topics and the complex nuances of Shaun's work and visionary perceptions around ‘herbal medicine', but how the podcast unfolds. From the start Shaun turns the question on me, for the right reason that he will share this podcast with friends, so they get a better sense of what we do at Soulhub.I have learnt to trust all my conversations and allow them space to feel safe. That whatever comes out of our mouths is what's meant to be said and heard in the world. For that reason, as Shaun knows, we love to flow with topics, not divert with the usual ‘here's another question', but rather, okay I can hear you're going somewhere you need to go with this, so let's just see. And as a result, we go deeper and deeper into how Shaun observes and absorbs himself into his natural surroundings. How we can use the plants and animals as local remedies to heal and transform our minds, body and spirit. Anything from a crows feather to ginseng. We talk about the seasons, the Pagan Wheel of the Year, life in the Black Forest in Germany and the sharing his poetry as an explanation of the emerging feelings from his private process. I'm particularly struck by his sensitivity to our connectedness. His ability to feel. That may sound flippant, but believe me, I rarely hear humans that can actually feel energy flow, feel sensations, deeply know if the answer is a ‘yes' or a ‘no'. And each of us have that capability, but we're so over-stimulated or disconnected by noise, self, tech disruptors, anything and everything. For me, this truly invites us to question. To listen and respond. If you listen carefully you'll hear, what I believe are old ancient ways. How do you think we found out about our medicines back before big ‘pharma' got involved. We tried things. For many of us, we may recall rubbing our nettle stings with dock leaves, or using witch-hazel for our swelling and itching bits. To learn this we had to try it, test, observe, and ultimately learn what healed us. So thanks Shaun for the exploration of the natural world around us. For reminding us to drop in, clean the window, and be. We'd both love to know what you heard, and if you have any questions for Shaun. Please do drop them in the comments below, or contact us directly. For more information on Shaun or to be added to his weekly email poetry posting, email him at shaunsutton2016@icloud.com and if you'd like to talk to him directly he's open to receiving calls on +44 7712605537. PS. As we listened back to the recording, Shaun wanted to further clarify the reading of faces, and the purpose is to learn of the condition or intentions of others. i.e. The person's actual left side reveals what may be really going on for the person at that time, whereas their right side is how they portray themselves to the world. Hope that helps. Get full access to Sole to Soul Inspiration by Soulhub at soulhub.substack.com/subscribe

Did you know there's MAGIC in your Meditation Practice? Say Goodbye to Anxiety and Hello to More Peace & More Prosperity! Here Are the 5 Secrets on How to Unleash Your Meditation Magic https://womensmeditationnetwork.com/5secrets Join Premium! Ready for an ad-free meditation experience? Join Premium now and get every episode from ALL of our podcasts completely ad-free now! Just a few clicks makes it easy for you to listen on your favorite podcast player.  Become a PREMIUM member today by going to --> https://WomensMeditationNetwork.com/premium Join our Premium Sleep for Women Channel on Apple Podcasts and get ALL 5 of our Sleep podcasts completely ad-free! Join Premium now on Apple here --> https://bit.ly/sleepforwomen  Join our Premium Meditation for Kids Channel on Apple Podcasts and get ALL 5 of our Kids podcasts completely ad-free! Join Premium now on Apple here → https://bit.ly/meditationforkidsapple Hey, I'm so glad you're taking the time to be with us today. My team and I are dedicated to making sure you have all the meditations you need throughout all the seasons of your life.  If there's a meditation you desire, but can't find, email us at Katie Krimitsos to make a request. We'd love to create what you want!  Namaste, Beautiful,

Fear can feel overpowering—especially when circumstances press in, when we live in places that feel unsafe, or when anxiety has had time to settle in. But, as we reflect in our daily prayer and devotional, Scripture doesn’t leave us defenseless. In this devotional, Vivian Bricker reminds us that God is with us even when fear seems to surround us. Though we often don’t see His hand at work, God is always moving behind the scenes—striking down evil, guarding us, and providing strength. Even when fear grips our hearts, we can choose to turn to Him, surrender our anxieties at His feet, and let His peace guard our minds (Philippians 4:6–7). Moses’ charge to Israel in Deuteronomy 31:6 still rings for us today: “Be strong and courageous… for the Lord your God goes with you.” We don’t face life’s dangers alone. He never leaves us. With this promise, our fear can be met with courage rooted not in our own power, but in the faithful presence of God. Today's Bible Reading: “Be strong and courageous. Do not be afraid or terrified because of them, for the Lord your God goes with you; he will never leave you nor forsake you.”— Deuteronomy 31:6 Key Takeaways God is always present—even in the darkest moments—and never abandons us. Fear doesn’t need to control us; we can bring it to God in prayer. True courage comes from trusting that God is greater than our threats. The promise in Scripture is not that trouble won’t come, but that we won’t face it alone. Let’s Pray Together Dear God, fear surrounds me and uncertainty abounds. Thank You that You are here with me. Please strengthen my heart to be strong and courageous. Remind me that You will never leave me or forsake me. Help me surrender my fear to You and cling to Your steadfast love and protection. In Jesus’ name, Amen. Related Articles When God Seems Silent—How to Pray When Fear Seizes You – Crosswalk.com Why Do I Still Feel Fear? Biblical Hope in Anxiety – Christianity.com 5 Scriptures to Speak Over Your Heart in Fear – Crosswalk.com Strong and Courageous: How God Strengthens Through Scripture – Christianity.com Discover more Christian podcasts at lifeaudio.com and inquire about advertising opportunities at lifeaudio.com/contact-us.

Deadly weekend in America, as a church is attacked in Michigan and a bar is attacked in North Carolina. United Nations delegates walk out on Israel's Prime Minister Benjamin Netanyahu. "Body positivity" activist has a message for those against a "Palestinian" state. ICE facilities under attack nationwide, and here comes the federal response. Bad Bunny to provide Super Bowl halftime entertainment. NASA to nuke an asteroid headed toward the moon? James Comey is facing the music, and the Left is losing its collective mind. Here comes the government shutdown! What we know about the Michigan church shooter. Big change in New York City mayoral race, as Eric Adams gives up bid for re-election. Digital ID is absolutely coming to Great Britain, says Prime Minister Keir Starmer. Serena Williams implies racism over cotton plant artwork?? Kamala Harris is on her book tour and is as pathetic as ever. Rep. Barry Loudermilk (R-Ga.) gives an update on the J6 pipe bomber. Is the truth about Amelia Earhart going to come out? Bill Maher explains difference between Republicans and Democrats as guests on his show. 00:00 Pat Gray UNLEASHED! 00:28 Another Church Shooting in Michigan 06:12 Delegates Walk Out in Protest of Netanyahu 08:31 Netanyahu Starts his Speech 10:46 Netanyahu Talks about 'Operation Beeper' 11:34 Netanyahu Discusses the "Woke Right" & TikTok 14:24 Tess Holliday on Palestine 20:54 Ice Cube's Bus is on Fire 22:52 Let's Look Inside of Portland, Oregon 24:10 Portland ICE Facility Attacked! 24:41 Tina Kotek on ICE Issue in Oregon 27:55 Illinois ICE Facility Gets an Indigenous People Dance 29:08 Portland ICE Facility Attacked AGAIN! 30:15 Fat Five 42:21 Asteroid Heading to the Moon? 46:31 Stephen Miller's Message to James Comey 48:17 Kris is Wearing Pajamas to Work? 54:14 Stop Mocking Mormons 56:50 President Trump Finds a 'Weird Shell Formation' 57:48 Former CIA Director John Brennan on James Comey's Indictment 59:17 JD Vance on Looming Government Shutdown 1:05:05 Michigan Church Shooter Update 1:06:26 Eric Adams Drops Out of NYC Mayoral Race 1:08:40 Digital ID is Mandatory for the United Kingdom 1:12:55 Serena Williams is Trying WAY Too Hard 1:18:22 Kamala Harris Kisses Babies? 1:22:17 Is Kamala Harris Drunk?! 1:26:30 Barry Loudermilk on J6 Pipe Bomb 1:31:01 Amelia Earhart Government Files? 1:34:10 Bill Maher on Republicans Learn more about your ad choices. Visit megaphone.fm/adchoices

Craig Hughes, Political Editor with the Irish Daily Mail

The news of Texas covered today includes:Our Lone Star story of the day: Why does so much illogic, utter stupidity, and simple blindness to practical reality surround the right to keep and bear arms? Three Second Amendment related stories today: NRA opposes possible DOJ gun ownership ban for transgender people – of course NRA is right but who on the “Right” thought it okay to adopt this Leftist idea of denying basic rights to people for future crimes or similar? Illinois can ban concealed carry on trains, buses: Appeals court. This is so shockingly bad that it is hard to accept that people with functional IQs could come up with it. I explain. What a deadly game of ding-dong ditch says about Texas. Beyond the pale of ridiculous illogic. One man lies in wait and shoots kids equates to a culture wide situation with over 30 million? If he had simply jumped them from the bushes and stabbed them….? Our Lone Star story of the day is sponsored by Allied Compliance Services providing the best service in DOT, business and personal drug and alcohol testing since 1995.Texas 2026 GOP Primary ballot issues released.More DEI and pro-homosexual teaching at Texas A&M exposed..Texas space business news: EchoStar sells spectrum licenses to SpaceX for $17 billion while buying into Starlink Midland-based AST SpaceMobile update on its cellphone to satellite Bluebird constellation Houston companies are betting big on space data – very interesting story that highlight numerous Texas private space companies. Campaign news:  HD71: Hardaway says lifelong calling led him to race. Why no mention of being a Republican, about limited government, lower spending and taxes, or even conservatism? Texas state Rep. James Talarico to launch Democratic campaign for U.S. Senate Betts jumps into GOP race for TX 21 Listen on the radio, or station stream, at 5pm Central. Click for our radio and streaming affiliates.www.PrattonTexas.com

Three Amazon data centres have come online in Auckland today, with the tech giant inviting prime minister Christopher Luxon to speak at its big event. But much of the detail is secret, including where the centres are, the specific jobs they'll create and exactly how much power they need. Political reporter Russell Palmer has more.

Mystery still surrounds a mayday call that sparked a massive search operation in Cook Strait. Wellington Harbour Master Grant Nalder spoke to Corin Dann.

"The Lord Surrounds His People" (Psalm 125:1-5)

This Song of Ascents uses imagery from Israel's landscape to reassure everyone who trusts in the LORD that they are safe and secure. The source of this safety and security is the LORD Himself, who keeps and surrounds His people. These truths should serve as a source of great comfort and encouragement to believers facing trials because of the wickedness of others.

Robert Hawker | Psalm 125:1-2 | Viae by Christopher Galovan | A Lock, a Column, and a Church beside a Lagoon by Giovanni Antonio Canal | Find more at www.ryanbush.org

Join Trish and Rob for a conversation with... Michael Kopf is a paranormal investigator, a Reiki Master, and a podcaster. He has been involved in more than 100 investigation of hauntings and other paranormal activity. He is also a world traveler and has had paranormal experiences in several countries. His podcast is called The Energy that Surrounds Us. Michael Kopf: https://michaelkopfparanormalinvestigatorandpodcaster.com/ The Mystical Underground Blog: https://themysticalunderground.com YouTube: / @themysticalunderground Insta: https://tinyurl.com/TMUIG

Message from Nathan Knight on July 20, 2025

Stand firm in the belief that we, too, have the strength to resist the cultural pressures that aim to twist us away from our faith.

AP correspondent Julie Walker reports mystery surrounds the Jeffrey Epstein files after the Attorney General claims there are 'tens of thousands' of videos.

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The GoPowercat Powercat Podcast returns to take questions from Wabash Station concerning Kansas State football, including how optimistic K-State fans should be as the season approaches. This edition of the Powercat Podcast features GoPowercat.com publisher Tim Fitzgerald, managing editor Ryan Gilbert, and recruiting editor Cole Carmody.. The Powercat Podcast is sponsored by Helping Hands Remodeling in Manhattan. The Powercat Podcast is part of the 247Sports Podcast Network at Megaphone.fm 00:10 — Show Open03:15 – Optimism surrounding the 2025 Wildcats10:45 – K-State's move to more four-man defensive fronts14:46 – Comparing the 2012 and 2025 Wildcats27:25 – OC Matt Wells, on the field or in the pressbox?33:30 – Contrasts between tight ends Linkon Cure and recruit Ian Premer Become a GoPowercat VIP: CHECK OUT TODAY'S OFFER!Make sure you subscribe to the Powercat Podcast from your favorite podcast provider, including Apple, Spotify, or Amazon.Are you subscribed to the GoPowercat YouTube channel? Come check out our original programming at YouTube.com/GoPowercat To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices

It's Monday of Ordinary Time, Proper 7 in the Church Calendar, June 23, 2025.Our general order and lectionary come from the Book of Common Prayer Daily Office.Psalm 89:1-18Luke 21:29-36Today's song: No Longer Slaves (Jonathan Helser, Joel Case, Brian Johnson)Playlist of songs from Morning Prayer.If you have a prayer request please ⁠submit it here⁠. Sign up ⁠here⁠ for the email list.Morning Prayer and Worship is a production of Steady Stream Ministries, a 501(c)(3) non profit organization. Thank you for your support. ⁠You can go here to find out more⁠.Get an ad-free feed of the podcast with a monthly contribution of any amount!⁠Join our Facebook group here!⁠Photo by Lukas Faust.The Lord's Day: Of God the Father, Rite TwoFor you are the source of light and life; you made us in your image, and called us to new life in Jesus Christ our Lord.Collect of the DayProper 7, Rite TwoO Lord, make us have perpetual love and reverence for your holy Name, for you never fail to help and govern those whom you have set upon the sure foundation of your loving-kindness; through Jesus Christ our Lord, who lives and reigns with you and the Holy Spirit, one God, for ever and ever. Amen.

Series - Select Psalms Text - Psalm 125 by Nick Neves, pastor | Lord's Day Afternoon | 06.1.25  

Who is behind the red paint attacks both in and outside the capital? Journalist David James Smith reports on the latest, as Stella Creasy, MP for Walthamstow, urges the Met Police to treat the repeated vandalism with the seriousness it deserves.And in part two, journalist Lucy Pavia shares how you can bring the cottagecore garden trend to your own urban outdoor space. Hosted on Acast. See acast.com/privacy for more information.

Former FBI Director James Comey sparked widespread speculation and backlash this week after posting a cryptic image on social media that prominently featured the number 8647. The post quickly drew attention online, with critics accusing Comey of sending coded messages or engaging in political provocation. Some opponents have gone so far as to demand his arrest, fueling debate over the motivations and implications behind the post.  Freedom Marketplace: https://freedommarketplace.net The Stack: https://www.toddhuffshow.com/stack-of-stuff Email: todd@toddhuffshow.comPhone: 317.210.2830Follow us on…Instagram: @toddhuffshowFacebook: The Todd Huff ShowTwitter: @toddhuffshowLinkedIn: The Todd Huff ShowTikTok: @toddhuffshowSupport Our Partners:https://www.toddhuffshow.com/partners Links:https://www.mypillow.com/todd Promo Code: TODDhttps://mystore.com/toddhttps://soltea.com - Promo Code TODD for $29.95 off your first orderEaston University - https://www.eastonuniversity.comkenaifish.com - Promo Code TODD to save 15%

Former FBI Director James Comey sparked widespread speculation and backlash this week after posting a cryptic image on social media that prominently featured the number 8647. The post quickly drew attention online, with critics accusing Comey of sending coded messages or engaging in political provocation. Some opponents have gone so far as to demand his arrest, fueling debate over the motivations and implications behind the post.  Freedom Marketplace: https://freedommarketplace.net The Stack: https://www.toddhuffshow.com/stack-of-stuff Email: todd@toddhuffshow.comPhone: 317.210.2830Follow us on…Instagram: @toddhuffshowFacebook: The Todd Huff ShowTwitter: @toddhuffshowLinkedIn: The Todd Huff ShowTikTok: @toddhuffshowSupport Our Partners:https://www.toddhuffshow.com/partners Links:https://www.mypillow.com/todd Promo Code: TODDhttps://mystore.com/toddhttps://soltea.com - Promo Code TODD for $29.95 off your first orderEaston University - https://www.eastonuniversity.comkenaifish.com - Promo Code TODD to save 15%

On this week's show we go back to the second week of May 2007 where we look give you some tips on buying speakers that still hold true today. We also look at wireless speakers and read a couple of emails from back then.   

We live and move and have our being in God's Love. Rev Cindy Fuller, Inner Quest Church, Alpharetta, Ga www.innerquestchurch.org

Key Verses: Psalm 3:3-4"But you, O Lord, are a shield around me; you are my glory, the one who holds my head high.I cried out to the Lord, and he answered me from his holy mountain."

By April 1945, Soviet forces stood at the gates of Berlin. From the summer of 1944, Hitler's armies had suffered a series of cataclysmic defeats that had left them shattered and desperately trying to hold on in front of the capital of the Third Reich. But how the Soviets' been able to bring the once mighty German Army to the brink of total defeat, and did the Wehrmacht have one last throw of the dice to save the Nazi regime?In this episode, Dan is joined by Professor Evan Maudsley, author of Thunder in the East: The Nazi-Soviet War 1941-1945 and former Professor of International History at the University of Glasgow. Evan helps Dan explore the stark differences in the narrative of World War II's final months across Western and Eastern Europe. They also discuss the key events from Operation Bagration in June 1944 to the Soviets' advance on Berlin in 1945 and how these tie in with the advance of the Western Allies. Also, could Stalin's strategic decisions have brought the war to an end sooner, and what did Hitler's last offensive in Hungary reveal about the dictator's priorities?Produced and edited by Dougal Patmore.Sign up to History Hit for hundreds of hours of original documentaries, with a new release every week and ad-free podcasts. Sign up at https://www.historyhit.com/subscribe.We'd love to hear your feedback - you can take part in our podcast survey here: https://insights.historyhit.com/history-hit-podcast-always-on.You can also email the podcast directly at ds.hh@historyhit.com.

Bigfoot Pack Surrounds MarinesIn 1974, on a Marine Corps base in North Carolina, five combat-hardened Marines, including a sniper with Vietnam experience, encountered four Sasquatches while fishing near a river. Initially enjoying a peaceful day by a bridge and small island, their outing turned terrifying when they heard massive, bipedal creatures crashing through dense, snake-infested brush, hurling branches, and emitting bone-rattling screams. The creatures, one of which was glimpsed as an eight-foot-tall, rust-haired figure with broad shoulders, executed a series of bluff charges toward the group, alternating from both sides of the river in a seemingly coordinated effort. Retreating to the island for safety, the Marines endured fifteen minutes of this ordeal before the Sasquatches, possibly working as a group to herd them, fled downstream and upriver, leaving the men shaken and determined to keep the incident secret to protect their careers, forever altering their perception of the wilderness.Join my Supporters Club for $4.99 per month for exclusive stories:https://www.spreaker.com/podcast/what-if-it-s-true-podcast--5445587/support

❖ Today's Bible reading is Psalm 125: www.ESV.org/Psalm125 ❖ To read along with the podcast, grab a print copy of the devotional: www.crossway.org/books/in-the-lord-i-take-refuge-hcj/ ❖ Browse other resources from Dane Ortlund: www.crossway.org/authors/dane-c-ortlund/

Original Release Date November 26, 2024: Morgan Stanley's CIO and Chief U.S. Equity Strategist Mike Wilson joins Andrew Pauker of the U.S. Equity Strategy team to break down the key issues for equity markets ahead of 2025, including the impact of potential deregulation and tariffs.----- Transcript -----Andrew Sheets: 2024 was a year of transition for economies and global markets. Central banks began easing interest rates, U.S. elections signaled significant policy change, and Generative AI made a quantum leap in adoption and development.Thank you for listening throughout 2024, as we navigated the issues and events that shaped financial markets, and society. We hope you'll join us next year as we continue to bring you the most up to date information on the financial world. This week, please enjoy some encores of episodes over the last few months and we'll be back with all new episodes in January. From all of us on Thoughts on the Market, Happy Holidays, and a very Happy New Year. Mike Wilson: Welcome to Thoughts on the Market. I'm Mike Wilson, Morgan Stanley's CIO and Chief US Equity Strategist.Andrew Pauker: And I'm Andrew Pauker from our US Equity Strategy Team.Mike Wilson: Today we'll discuss our 2025 outlook for US equities.It's Tuesday, November 26th at 5pm.So let's get after it.Andrew Pauker: Mike, we're forecasting a year-end 2025 price target of 6,500 for the S&P 500. That's about 9 percent upside from current levels. Walk us through the drivers of that price target from an earnings and valuation standpoint.Mike Wilson: Yeah, I mean, I think, you know, this is really just rolling forward what we did this summer, which is we started to incorporate our economists' soft-landing views. And, of course, our rate strategist view for 10-year yields, which, you know, factors into valuation.We really didn't change any of our earnings forecast. That's where we've been very accurate. What we've been not accurate is on the multiple. And I think a lot of clients have also -- investors -- have been probably a little bit too conservative on their multiple assumption. And so, we went back and looked at, you know, periods when earnings growth is above average, which is what we're expecting. And that's just about 8 percent; anything north of that. Plus, when the Fed is actually cutting rates, which was not the case this past summer, it's just very difficult to see multiples go down. So, we actually do have about 5 percent depreciation in our multiple assumption on a year-over-year basis, but still it's very high relative to history.But if the base case plays out, but from an economic standpoint and from a rate standpoint, it's unlikely earnings rates are going to come down. So, then we basically can get all of the appreciation from our earnings forecast for about, you know, 10-12 percent; a little bit of a discount from multiples, that gets you your 9 percent upside.I just want to, you know, make sure listeners understand that the macro-outcomes are still very uncertain. And so just like this year, you know, we maybe pivot back and forth throughout the year … as [it] becomes [clear], you know, what the outcome is actually going to be.For example, growth could be better; growth could be worse; rates could be higher; the Fed may not cut rates; they may have to raise rates again if inflation comes back. So, I would just, you know, make sure people understand it's not going to be a straight line no matter what happens. And we're going to try to navigate that with, you know, our style sector picks.Andrew Pauker: There are a number of new policy dynamics to think through post the election that may have a significant impact on markets as we head into 2025, Mike. What are the potential policy changes that you think could be most impactful for equities next year?Mike Wilson: Yeah, and I think a lot of this started to get discounted into the markets this fall, you know, the prediction polls were kinda leaning towards a Republican win, starting really in June – and it kind of went back and forth and then it really picked up steam in September and October. And the thing that the markets, equity market, are most excited about I would say, is this idea of deregulation. You know, that's something President-elect Trump has talked about. The Republicans seem to be on board with that. That sort of business friendly, if you will, kind of a repeat of his first term.I would say on the negative side what markets are maybe wary about, of course, is tariffs. But here there's a lot of uncertainty too. We obviously got a tweet last night from President-elect Trump, and it was, you know, 10 percent additional tariffs on certain things. And there's just a lot of confusion. Some stocks sold off on that. But remember a lot of stocks rallied yesterday on the news of Scott Bessent being announced as Treasury Secretary because he's maybe not going to be as tough on tariffs.So, what I view the next two months as is sort of a trial period where we're going to see a lot of announcements going out. And then the people in the cabinet positions who are appointed along with the President-elect are going to look at how the market reacts. And they're going to want to try to, you know, think about that in the context of how they're going to propose policy when they actually take office.So, a lot of volatility over the next two months as these announcements are kind of floated out there as trial balloons. And then, of course, you also have the enforcement of immigration and the impact there on growth and also labor supply and labor costs. And that could be a net negative in the first half of next year. And so, look, it's going to be about the sequencing. Those are the two easy ones that you can see – tariffs of some form, and of course, immigration enforcement. And those are probably the two biggest potential negatives in the first half of next year.Andrew Pauker: Mike, the title of our Outlook is “Stay Nimble Amid Changing Market Leadership,” and I think that reflects our mentality when it comes to remaining focused on capturing the leadership changes under the surface of the market. We rotated from a defensive posture over the summer to a more pro-cyclical stance in the fall. Talk about our latest views when it comes to positioning across styles, themes, and sectors here.Mike Wilson: Yeah, I mean, you know, you have to understand that that pivot was not about the election as much as it was about kind of the economy, moving from the risk of a hard landing, which people were worried about this summer to, soft landing again. And then of course we got the Fed to, you know, aggressively begin a new rate cutting cycle with 50 basis points, which was a bit of a surprise given, you know, the context of a still decent labor markets.That was the main reason for kind of the cyclical pivot, and then, of course, the election outcome sort of turbocharges some of that. So that's why we're sticking with it for now.So, to be more specific, what we basically did was we went to quality cyclical rotation. What does that mean? It means, you know, we prefer things like financials, maybe industrials, kind of a close second from a sector standpoint. But this quality feature we think is important for people to consider because interest rates are still pretty high. You know, balance sheets are still a little stretched and, you know, price levels are still high.So that means that lower quality businesses -- and the stocks of those lower quality businesses -- are probably a higher risk than we want to assume right now. But going into year end first and in 2025, we're going to stick with what we've sort of been recommending. On the defensive side. We didn't abandon all of them – because of , you know, we don't know how it's going to play out. So, we kept Utilities as an overweight because it has some offensive properties as well – most notably lever to kind of this, power deficiency within the United States. And that, of course with deregulation, a new twist on that could be things like natural gas, deployment of, you know, natural gas resources, which would help pipelines, LNG facilities potentially, and also, new ways to drive electricity production.So, with that, Andrew, why don't you maybe dig in a little bit deeper on our financials column, and why it's not just, you know, about the election and kind of a rotation, but there's actually fundamental drivers here.Andrew Pauker: Yeah, so Financials remains our top sector pick, following our upgrade in early October. And the drivers of that view are – a rebounding capital markets backdrop, strong earnings revisions, and the potential for an acceleration in buybacks into next year. And then post the election, expectation for deregulation can also continue to drive performance for the sector in addition to those fundamental catalysts. And then finally, even with the outperformance that we've seen for the group, over the last month and a half or so, relative valuation remains on demand – and kind of the 50th percentile of historical levels.So, Mike, I want to wrap up by spending a minute on investor feedback to our outlook. Which aspects of our view have you gotten the most questions on? Where do investors agree and where do they disagree?Mike Wilson: Yeah, I mean, it's sort of been ongoing because, as we noted, we really pivoted, more constructively on kind of a pro-cyclical basis a while ago. And the pushback then is the same as it is now, which is that equities are expensive. And I mean, quite frankly, the reason we pivoted to some of these more cyclical areas is because they're not as expensive. But that doesn't take away from the fact that stocks are pricey. And so, people just want to understand this analysis that, you know, we did this time around, which kind of just shows why multiples can stay higher.They do appreciate that, you know, things can change. So, you know, we need to be, you know, cognizant of that. I would say, there's also debate around small caps. You know, we're neutral on small caps; we upgraded that about the same time after having been underweight for several years.I think, you know, people really want to get behind that. It's been a; it's been a trade that people have gotten wrong, repeatedly over the last couple years trying to buy small caps. This time it seems like there may be some more behind it. We agree. That's why we went to neutral. And I think, you know, there are people who want to figure out, well, why? Why don't we go overweight now? And what we're really waiting for is for rates to come down a bit more. It's still sort of a late cycle environment. So, you know, typically you want to wait until you kind of see the beginnings of a new acceleration in the economy. And that's not what our economists are forecasting.And then the other area is just this debate around government efficiency. And this is where I'm actually most excited because this is not priced at all in my view. There's so much skepticism around the ability or, you know, the likelihood of success in shrinking the government. That's not really what we're, you know, hoping for. We're just hoping for kind of a freezing of government spending. And it's so important to just, to think about it that way because that's what the fiscal sustainability question is all about, where then rates can stay contained. But then if you take it a step further, you know, our view for the last several years has been that the government has been essentially crowding out the private economy, and that really has punished small, medium businesses as well as many consumers.And so, by shrinking or at least freezing the size of the government and redeploying those efforts into the private economy, we could see a very significant increase in productivity, but also see a broadening out in this rally. I mean, one of the reasons the market's been; equity market's been so narrow is because is because scale really matters in this crowded out, sort of environment.If that changes, that creates opportunity at the stock level and that broadening out, which is a much healthier bull market potential.So, what are you hearing from investors, Andrew?Andrew Pauker: Yeah, I mean, I think the debate now, in addition to the factors that you mentioned, is really around the consumer space. A lot of pessimism is in the price already for consumer discretionary goods on the back of – kind of wallet share shift from goods to services, high price levels and sticky interest rates in addition to the tariff risk.So, what we did in our note this week is we laid out a couple of drivers that could potentially get us more positive on that cohort. And those include a reversion in terms of the wallet share shift actually back towards goods. I think that would be a function of lower price levels. Lower interest rates – our rate strategists expect the 10-year yield to fall to 355 by year end 2025. So that would be a constructive backdrop for some of the more interest rate sensitive and housing areas within consumer discretionary.Those are all factors that watching closely in order to get more constructive on that space. But that is another area of the market that I have received a good amount of questions on.Mike Wilson: That's great, Andrew. Thanks a lot. Thanks for taking the time to talk today.Andrew Pauker: Thanks, Mike. Anytime.Mike Wilson: And thanks for listening. If you enjoy Thoughts on the Market, please leave us a review wherever you listen and share the podcast with a friend or colleague today.