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07-07-2025 Jeremy Murphy Learn more about the interview and get additional links here: https://usabusinessradio.com/deregulation-by-firing-silence-surrounds-deadly-floods-and-nws-layoffs/ Subscribe to the best of our content here: https://priceofbusiness.substack.com/ Subscribe to our YouTube channel here: https://www.youtube.com/channel/UCywgbHv7dpiBG2Qswr_ceEQ
Following a standoff between WIN Regional Network and Seven West Media which left Griffith & Surrounds, in addition to Mount Gambia & Riverland SA without Channel 7 as of Tuesday, the network resumed broadcasting at 5pm Thursday thanks to the efforts of Member for Murray Helen Dalton and Federal Senator Deborah O'Neill, who got the heads of both networks together to get a deal locked in and resume normal broadcasting for these regional communities.See omnystudio.com/listener for privacy information.
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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On July 3, 1971, Jim Morrison passed away while in Paris. But the exact circumstances surrounding his death remain unclear. Randy Renaud returns to that day to revisit the events on this week's edition of the Chronicles of Rock.
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.
Wonder what to do when upper management shields a bad boss? The book of Isaiah has a thought. Click the link to learn more. “A Trusted Friend is THAT SOMEONE who is SO mad at you that they could care less if you live or die. However, when you're literally choking to death and everyone else is watching you take your last breaths, THAT SOMEONE steps forward, performs the Heimlich maneuver, and saves your life.” The Stoicess* * Think about Jesus' parable of the Good Samaritan in Luke 10:25-37 keeping in mind the significant amount of hatred between Jews and Samaritans. That "Neighbor'” Jesus spoke of, is a “Trusted Friend”. Need a Trusted Friend? Call me….“1-833-My Stoicess” (1-833-697-8642) to schedule an “At My Expense” initial No-Obligation Zoom meeting. Weekend and evening appointments available.**THE STOICESS... It's “Who You Go To” to Learn True Leadership**I'm Lori Stith, The Stoicess, and I believe in You. Christian Leadership, Career, & Life Coach Stoicmatchmaker. com
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.
Recorded Sunday Evening Service at Reunion Hawaii church 05112025
We live and move and have our being in God's Love. Rev Cindy Fuller, Inner Quest Church, Alpharetta, Ga www.innerquestchurch.org
Hour 1 of JJ & Alex with Jeremiah Jensen and Alex Kirry. Jaguars splash by moving up for Travis Hunter Bold Predictions ahead of the 2025 NFL Draft Would You Rather?
More team's than ever before are holding onto their first-round selections entering Thursday's NFL Draft. Correspondent Gethin Coolbaugh reports
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."
As the jury begins their Christmas holiday break, we keep things moving here at the Epstein Chronicles. In this episode we get right back to the Grand Jury transcripts from Florida and the secrecy that has surrounded them for decades.(Commercial at 13:54)To contact me:bobbycapucci@protonmail.comsource:https://www.palmbeachpost.com/restricted/?return=https%3A%2F%2Fwww.palmbeachpost.com%2Fstory%2Fnews%2F2021%2F12%2F20%2Fjeffrey-epstein-case-judge-wont-release-secret-grand-jury-documents%2F6267196001%2FBecome a supporter of this podcast: https://www.spreaker.com/podcast/the-epstein-chronicles--5003294/support.
Alex Ovechkin's recent achievement of surpassing Wayne Gretzky's all-time NHL goals record with his 895th goal on April 6 has been met with both celebration and controversy. While fans and the hockey community lauded his on-ice accomplishment, his longstanding support for Russian President Vladimir Putin has reignited criticism, especially in light of Russia's invasion of Ukraine. Host Cormac Mac Sweeney speaks with Guardian contributor, Colin Horgan, about how fans are welcoming the achievement, as well as feeling unsettled amid its troublesome backdrop. We love feedback at The Big Story, as well as suggestions for future episodes. You can find us: Through email at hello@thebigstorypodcast.ca Or @thebigstoryfpn on Twitter
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
In the Lord I Take Refuge: Daily Devotions Through the Psalms with Dane Ortlund
❖ 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/
ParanormalNL welcomes Michael Kopf Date: March 25th, 2025 Segment: 20 Topic: The Energy That Surrounds Us. Guest Bio: In this UPRN 107.7 FM New Orleans & 105.3FM Gulf Coast Paranormal NL Podcast Segment #20 Host Jen Nosworthy will be talking with Guest Michael Kopf from Texas, USA. Michael is a Reiki Master, metaphysical paranormal investigator, and multiple podcast Host with his The Energy That Surrounds Us (TETSU), Riding Through the Unknown and Paranormal Vs. Michael enjoys researching unexplained topics such as stargates, water energy, apparitions, remote viewing, hybrids, UFOs, Star Beings, Ancient Civilizations, mythos, spirits, ghosts, healing modalities and more. Follow Michael Koph at https://linktr.ee/michael_koph JV-Noseworthy, RN (Jen) Founder/Host of Paranormal NL (PNL) Podcast (iHeartRadio, Spotify, Amazon Music, PocketCasts, and YouTube. Also now on UPRN (United Public Radio Network) 107.7FM New Orleans and 105.3FM Gulf Coast Tuesdays at 5:00 pm EST). Founder/Team Lead BOG team. Boots On Ground (BOG) Paranormal Investigation team. Follow PNL Podcast & PNL BOG team on all their socials. https://linktr.ee/paranormalNLpodcast
Book your FREE 30 Minute Clarity Call with Jody now! https://jody.as.me/womensmeditationnetworkclaritysession What is a Clarity Call? This is the first step to giving you the IMMEDIATE relief you crave and will help you to become "unstuck" as you walk the path towards a life of happiness, inner peace and fulfillment. During this call, we're going to explore your ideal life and vision for living the life that you desire. We'll talk about some of the challenges that are getting in your way, and I'll provide you with some practical tools to help you close the gap from where you are now, to your desired destination. 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,
Welcome to Crypto Today with Connor Sephton — your easy-to-understand look at the top stories.In today's episode: chaos and confusion surrounds Trump's crypto reserve.Michael Saylor tries to avoid criticizing the president as he's asked whether smaller coins should be included.Analysts predict how Friday's White House crypto summit will affect Bitcoin's price.And why crypto scammers in Singapore could soon be beaten with canes.Give our show a follow wherever you get your podcasts and follow us on X: @ConnorSephton and @CryptoTodayPod.
Catch up on all the footy news from AFL 360, Wednesday the 5th of March with Gerard Whateley and Garry Lyon. AFL 360 hosts Gerard Whateley and Garry Lyon break down all the big AFL news, including the AFL's decision to post pone the opening AFL Queensland games while the NRL moved theirs to Sydney, the AFL's divisive opening round against Rugby League in Las Vegas and the controversy surrounding the Western Bulldogs and Jamarra Ugle-Hagan. For more of the show tune in on Fox Footy & KAYOSee omnystudio.com/listener for privacy information.
In this episode, Week that was Nrl Vegas - Raiders impress with a dominant win over Warriors. Panthers hold off the fast-finishing Cronulla Sharks. FA Cup - Fulham pile more misery on Manchester United after they are knocked out on penalties. Horse racing - Via Sistina wins the Very Elleegant stakes. Lady Shenandoah fights off Lady Of Camelot to claim the Surrounds stakes and Fierce wins the Australian Guineas at juicy odds. Accountability. Goat let's down the horse racing best bets again!NRL round 1 preview, stats & punt-off bets. EPL match day 27 preview and football best bets. UFC 313 preview and bets. Make sure you follow @coastalsportspod on Instagram to keep up to date. (0:00) Vegas recap (9:15) FA Cup review (10:34) Horse Racing review (11:44) Accountability (15:03) Roosters v Broncos (26:32) Tigers v Knights (34:31) Dolphins v Rabbitohs (44:04) Dragons v Bulldogs (53:31) Manly v Cowboys (1:04:50) Storm v Eels(1:12:02) Football best bets (1:13:21) EPL match day 27 predictions (1:19:10) UFC 313 preview
Lisa Flicker lists immigration among the issues affecting the labor market, and points to some ripple effects that could spill into the real estate market as well. Indeed's Cory Stahle says the January Jobs report was a "fresh set of paint" for the state of employment. He says on average, the labor market is doing well but notes a bifurcated jobs picture with some requiring specialization in tech.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
2-4 Dana Scott sheds light on the Phoenix Suns motivation to make deals as speculation surrounds Kevin Durant, Bradley Beal, and Jimmy Butler's desire to play for SunsSee omnystudio.com/listener for privacy information.
2-4 Dana Scott sheds light on the Phoenix Suns motivation to make deals as speculation surrounds Kevin Durant, Bradley Beal, and Jimmy Butler's desire to play for SunsSee omnystudio.com/listener for privacy information.
Homicide Squad detectives are investigating the death of a man who was found in a house fire in St Kilda overnight. See omnystudio.com/listener for privacy information.
We're all a little broken, but some people… well, they're just shattered. In this episode, we'll dive into the funny (and sometimes tragic) reality of the brokenness that surrounds us. From cracked relationships to people who can't seem to get it together, we'll laugh through the chaos and find the humor in the mess. Join us for a comedic exploration of life's imperfections and why it's okay to be surrounded by brokenness—as long as you're not the one falling apart.
Sal Capaccio from WGR 550 in Buffalo comes on The Fan Hotline to talk about how the Buffalo Bills and Buffalo fans are feeling going in to the AFC Championship game against the Kansas City Chiefs on Sunday.
John Maytham chats with Richard Green, Chairperson of the Lucky Lucy Foundation, about the impact of the distemper outbreak on Riverlands and its surrounding areas.See omnystudio.com/listener for privacy information.
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.
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 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,
Welcome to the "Week in Review," where we delve into the true stories behind this week's headlines. Your host, Tony Brueski, joins hands with a rotating roster of guests, sharing their insights and analysis on a collection of intriguing, perplexing, and often chilling stories that made the news. This is not your average news recap. With the sharp investigative lens of Tony and his guests, the show uncovers layers beneath the headlines, offering a comprehensive perspective that traditional news can often miss. From high-profile criminal trials to in-depth examinations of ongoing investigations, this podcast takes listeners on a fascinating journey through the world of true crime and current events. Each episode navigates through multiple stories, illuminating their details with factual reporting, expert commentary, and engaging conversation. Tony and his guests discuss each case's nuances, complexities, and human elements, delivering a multi-dimensional understanding to their audience. Whether you are a dedicated follower of true crime, or an everyday listener interested in the stories shaping our world, the "Week in Review" brings you the perfect balance of intrigue, information, and intelligent conversation. Expect thoughtful analysis, informed opinions, and thought-provoking discussions beyond the 24-hour news cycle. Want to listen to ALL of our podcasts AD-FREE? Subscribe through APPLE PODCASTS, and try it for three days free: https://tinyurl.com/ycw626tj Follow Our Other Cases: https://www.truecrimetodaypod.com The latest on The Downfall of Diddy, The Trial of Karen Read, The Murder Of Maddie Soto, Catching the Long Island Serial Killer, Awaiting Admission: BTK's Unconfessed Crimes, Delphi Murders: Inside the Crime, Chad & Lori Daybell, The Murder of Ana Walshe, Alex Murdaugh, Bryan Kohberger, Lucy Letby, Kouri Richins, Malevolent Mormon Mommys, The Menendez Brothers: Quest For Justice, The Murder of Stephen Smith, The Murder of Madeline Kingsbury, The Murder Of Sandra Birchmore, and much more! Listen at https://www.truecrimetodaypod.com
Hidden Killers With Tony Brueski | True Crime News & Commentary
Welcome to the "Week in Review," where we delve into the true stories behind this week's headlines. Your host, Tony Brueski, joins hands with a rotating roster of guests, sharing their insights and analysis on a collection of intriguing, perplexing, and often chilling stories that made the news. This is not your average news recap. With the sharp investigative lens of Tony and his guests, the show uncovers layers beneath the headlines, offering a comprehensive perspective that traditional news can often miss. From high-profile criminal trials to in-depth examinations of ongoing investigations, this podcast takes listeners on a fascinating journey through the world of true crime and current events. Each episode navigates through multiple stories, illuminating their details with factual reporting, expert commentary, and engaging conversation. Tony and his guests discuss each case's nuances, complexities, and human elements, delivering a multi-dimensional understanding to their audience. Whether you are a dedicated follower of true crime, or an everyday listener interested in the stories shaping our world, the "Week in Review" brings you the perfect balance of intrigue, information, and intelligent conversation. Expect thoughtful analysis, informed opinions, and thought-provoking discussions beyond the 24-hour news cycle. Want to listen to ALL of our podcasts AD-FREE? Subscribe through APPLE PODCASTS, and try it for three days free: https://tinyurl.com/ycw626tj Follow Our Other Cases: https://www.truecrimetodaypod.com The latest on The Downfall of Diddy, The Trial of Karen Read, The Murder Of Maddie Soto, Catching the Long Island Serial Killer, Awaiting Admission: BTK's Unconfessed Crimes, Delphi Murders: Inside the Crime, Chad & Lori Daybell, The Murder of Ana Walshe, Alex Murdaugh, Bryan Kohberger, Lucy Letby, Kouri Richins, Malevolent Mormon Mommys, The Menendez Brothers: Quest For Justice, The Murder of Stephen Smith, The Murder of Madeline Kingsbury, The Murder Of Sandra Birchmore, and much more! Listen at https://www.truecrimetodaypod.com
In this episode of True Crime News The Sidebar Podcast: Lara Yeretsian joins host Joshua Ritter to break down the biggest cases making headlines across the nation. They discuss Brittany Patterson's arrest after her son took an unaccompanied walk, Karen Read's retrial for the death of her police officer boyfriend, and the mother of the Oxford school shooter seeking to overturn her conviction, claiming she didn't receive a fair trial. Tweet your questions for future episodes to Joshua Ritter using the hashtag #TCNSidebar. 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
Is Sean "Diddy" Combs using his family—and even his kids—as pawns in a desperate PR game? As allegations of sex trafficking and racketeering pile up against the music mogul, his defense team faces a colossal task: countering decades of alleged misconduct while navigating a flood of damaging evidence. Former prosecutor Eric Faddis joins Tony Brueski to dissect Diddy's legal strategy, his attempts to sway public opinion, and whether any of it might actually work. From questionable birthday videos to media spin, how far is too far when trying to reshape a tarnished legacy? #SeanDiddyCombs #TrueCrime #LegalDrama #Racketeering #SexTrafficking #PRStrategy #HiddenKillers Want to listen to ALL of our podcasts AD-FREE? Subscribe through APPLE PODCASTS, and try it for three days free: https://tinyurl.com/ycw626tj Follow Our Other Cases: https://www.truecrimetodaypod.com The latest on The Downfall of Diddy, The Trial of Karen Read, The Murder Of Maddie Soto, Catching the Long Island Serial Killer, Awaiting Admission: BTK's Unconfessed Crimes, Delphi Murders: Inside the Crime, Chad & Lori Daybell, The Murder of Ana Walshe, Alex Murdaugh, Bryan Kohberger, Lucy Letby, Kouri Richins, Malevolent Mormon Mommys, The Menendez Brothers: Quest For Justice, The Murder of Stephen Smith, The Murder of Madeline Kingsbury, The Murder Of Sandra Birchmore, and much more! Listen at https://www.truecrimetodaypod.com
Hidden Killers With Tony Brueski | True Crime News & Commentary
Is Sean "Diddy" Combs using his family—and even his kids—as pawns in a desperate PR game? As allegations of sex trafficking and racketeering pile up against the music mogul, his defense team faces a colossal task: countering decades of alleged misconduct while navigating a flood of damaging evidence. Former prosecutor Eric Faddis joins Tony Brueski to dissect Diddy's legal strategy, his attempts to sway public opinion, and whether any of it might actually work. From questionable birthday videos to media spin, how far is too far when trying to reshape a tarnished legacy? #SeanDiddyCombs #TrueCrime #LegalDrama #Racketeering #SexTrafficking #PRStrategy #HiddenKillers Want to listen to ALL of our podcasts AD-FREE? Subscribe through APPLE PODCASTS, and try it for three days free: https://tinyurl.com/ycw626tj Follow Our Other Cases: https://www.truecrimetodaypod.com The latest on The Downfall of Diddy, The Trial of Karen Read, The Murder Of Maddie Soto, Catching the Long Island Serial Killer, Awaiting Admission: BTK's Unconfessed Crimes, Delphi Murders: Inside the Crime, Chad & Lori Daybell, The Murder of Ana Walshe, Alex Murdaugh, Bryan Kohberger, Lucy Letby, Kouri Richins, Malevolent Mormon Mommys, The Menendez Brothers: Quest For Justice, The Murder of Stephen Smith, The Murder of Madeline Kingsbury, The Murder Of Sandra Birchmore, and much more! Listen at https://www.truecrimetodaypod.com
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 -----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.
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