Podcasts about TLT

Things are getting weird – looks like someone is panicking. The Dumber side of finance – let’s dig in. A big week ahead – major earnings could move markets. – Gold, Bitcoin moving on a lower USD. PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? PayPal.Donation.Button({ env:'production', hosted_button_id:'JJJHP2GDEJC7J', image: { src:'https://www.paypalobjects.com/en_US/i/btn/btn_donateCC_LG.gif', alt:'Donate with PayPal button', title:'PayPal - The safer, easier way to pay online!', } }).render('#donate-button'); Follow John S. Dvorak on X Follow Andrew Horowitz on X Warm-Up - Things are getting weird - looks like someone is panicking - The Dumber side of finance - let's dig in (5 top items) - Cold War and Hot War - Canada, China and Iran - Economic "D" day - no one cares - Saying goodbye to Dolly Parton Markets - Gold, Bitcoin moving on a lower USD - Oil starting to settle - Big Week - NVDA earnings on tap - all eyes! STUPID IS WHAT STUPID DOES - A DHU One-Time Series On The Dumber Side of Finance 1) LOWER BEEF PRICES - Trump plans temporary tariff relief for certain ground-beef imports as U.S. beef prices remain near record highs. - The plan would allow up to 300,000 metric tons of discounted imported ground beef over roughly 90 days. - Supposedly this will reduce the prices for consumers - Ranchers and several farm-state Republicans are pushing back, arguing cheaper imports could hurt domestic producers. ---- Question: Tariff reduction is going to reduce prices for consumers? Didn't someone say that tariffs are paid by the companies and exporting countries??? 2) IRAN SANCTIONS - BIG THREAT, LIMITED IMMEDIATE ACTION - Treasury warned countries doing business with Iran that they could face secondary sanctions, calling it an "economic D-Day." - New sanctions hit about 60 individuals, companies and vessels, but major Chinese financial institutions were not targeted. - China remains the biggest buyer of Iranian oil, making Chinese banks the potential pressure point. - Treasury says sanctions could expand into gold, digital assets, aviation, shipping and other sectors. 3) TREASURY TRIES TO TAME LONG-TERM YIELDS - Treasury will at least double the maximum size of certain long-term bond buybacks to $4 billion per operation. - The announcement briefly knocked nearly 10 basis points off the 30-year Treasury yield. - Critics say this treats the symptom rather than the cause - huge deficits, heavy issuance and persistent inflation risk. ------Bessent had to come out on Friday to say "at least" $4B - as bind yields moved back up -------Maybe there is a concern over the $40TRILLION debt we have amassed as a country? 4) SOMEONE GOT LONG BONDS AT THE RIGHT TIME - TLT took in roughly $529 million of net inflows on August 18, one day before Treasury's surprise bond-buyback announcement. - The next day Bessent doubled planned buybacks of 10- to 30-year Treasurys, immediately pushing long yields lower. - TLT jumped about 1.7% on the announcement. - No public evidence identifies a single buyer - but the timing of the unusually large inflow is certainly worth noting. 5) DOLLAR GETS HIT BY THE BOND RESCUE - The dollar weakened as investors questioned Treasury's expanded bond-buyback strategy. - The concern is that suppressing yields without fixing fiscal problems simply transfers pressure from bonds to the currency. - The 30-year yield has remained elevated despite Treasury intervention. - Bitcoin rallied as investors looked toward alternatives to traditional fiat assets. - PEOPLE: This is NOT Quantitative Easing - Just a move to buy longer dated and issue more short dated WALMART FLASHES A CONSUMER WARNING - Walmart U.S. comparable sales grew just 2.6%, its slowest pace in roughly six years and below expectations. - Shares dropped sharply after the report. - E-commerce remained strong, while store traffic and discretionary spending showed more weakness. - Walmart raised full-year guidance but gave a softer-than-expected third-quarter outlook. - As America's biggest retailer, Walmart's slowdown is an important read on the broader consumer. VENEZUELA HAS OIL - BUT CAN'T SHIP IT FAST ENOUGH - Tankers are waiting as long as 30 days to load Venezuelan crude because of aging ports, outages and equipment failures. - Venezuela has struggled to push exports much higher despite rising production and strong demand. - The Jose terminal handles about 70% of exports and has become a major bottleneck. - Venezuela's ports may impose a physical ceiling on production growth until infrastructure is upgraded. JANE STREET'S $15 BILLION AI HIT - Jane Street reportedly lost about $15 billion in July as AI and technology positions moved sharply against the firm. - A major source of the damage was exposure to concentrated AI trades that were forced to unwind. - Jane Street posted its first negative month of trading revenue since 2016. - As a reminder: this episode highlights how quickly crowded AI trades can overwhelm even sophisticated risk-management systems. LEAVITT LEAVES THE WHITE HOUSE - Karoline Leavitt resigned as White House press secretary after returning from maternity leave. - Trump said she would become a top outside adviser and prominent Republican voice heading into the midterms. - Looking fior a kinder and gentler replacement? HA! probably not OFF THE HIGHS NVDA - 9% off high AMD - 19% off high AVGO - 23% off high MU - 23% off high TSM - 13% off high MRVL - 28% off high INTC - 35% off high NVIDIA - THE MARKET'S NEXT STRESS TEST - Nvidia reports Wednesday - now basically a referendum on the entire AI trade. - Blackwell demand and hyperscaler spending are the key tells. - A strong guide could quickly reset tech sentiment. - A miss would raise the uncomfortable question: how much AI optimism is already priced in? - Revenue expected around $92.1 billion, up roughly 97% year over year. - Adjusted EPS expected around $2.09, nearly double last year. - Data Center revenue expected around $85.7 billion - still the main engine. - Biggest watch items: Blackwell demand, Vera Rubin timing, China sales and hyperscaler capex. - Options imply roughly a 5%-6% move after earnings. - Discussion .... NVIDIA - AI SERVERS GETTING EVEN MORE EXPENSIVE - Major Nvidia customers have reportedly been warned that AI server prices could rise more than 15% beginning early next year. - Higher memory costs are the main driver, affecting Grace Blackwell and upcoming Vera Rubin systems. - Nvidia is effectively passing higher component costs through despite gross margins around 75%. - ALWAYS INTERESTING THESE ANNOUNCEMENTS SO CLOSE TO EARNINGS - HMMMM CANADA-U.S. TRADE FIGHT GETS WORSE - Canada announced retaliatory tariffs on about $20 billion of U.S. goods after Washington imposed new 50% tariffs on Canadian imports. - Canada's tariffs range from 15% to 50% across roughly 700 products and begin September 8. - Canada also announced a C$7.5 billion support package for affected businesses and workers. - Another escalation that could hit autos, manufacturing costs and cross-border supply chains. HOUSING - BUYERS KEEP DISAPPEARING - July new-home sales plunged 10.5% to a 607,000 annual rate, the weakest since January. - Median new-home price fell to $393,800, the lowest in four years. - Mortgage rates are still around 6.8%, keeping affordability under pressure. - Only 5.2% of consumers said they expect to buy a home in the next six months - the sharpest drop in more than five years. JACKSON HOLE - WARSH GETS THE MICROPHONE - Kevin Warsh speaks next week at Jackson Hole. - Markets want to know whether sticky inflation, oil and tariffs are enough to keep the Fed in tightening mode. - Long yields are already doing some of the Fed's work. - One sentence could move bonds, the dollar and stocks. - Friday, August 28 at 10:00 a.m. ET. --- BUT - Didn't Warsh say less communication is more? They can't keep put of the spotlight. PCE - THE FED'S FAVORITE INFLATION READ - "The Fed's preferred gauge/measure of inflation" - July PCE lands next week. - Watch for tariff, energy and goods inflation creeping back into the numbers. - A hot print revives hike fears. - A soft print gives risk assets some breathing room - especially with long yields already elevated. THE CONSUMER VS. THE AI BOOM - MORE EARNINGS COMING - Salesforce, CrowdStrike and Marvell give another read on corporate AI spending. - Dollar General, Dollar Tree, Best Buy and Ulta test the other side of the economy. - The setup is getting interesting: companies are still spending aggressively on AI while consumers look increasingly selective. - If that gap widens, it could become one of the bigger market themes into the fall. AROUND THE WORLD EUROPE - QUIETLY GETTING INTERESTING - European stocks slipped this week, but money has started flowing back into the region. - Euro-zone business activity is growing at its fastest pace this year, while Q2 earnings growth for STOXX 600 companies is running surprisingly strong. - CONCEPT: Europe may be turning into the anti-U.S. trade - less AI concentration, cheaper valuations, but more sensitivity to energy. JAPAN - BETTER DATA, WORSE MARKET - Japan's Nikkei lost about 4% this week even as the economic data improved. - August manufacturing PMI jumped to 55.1, with new orders rising at the fastest pace since 2018. - Semiconductors and AI-related demand are helping drive the factory rebound. - Stronger growth also keeps the BOJ rate-hike discussion alive - good economy, potentially tougher market. BIG PHARMA - CHINA'S WEIGHT-LOSS GOLD RUSH - Lilly, Novo Nordisk and others are aggressively targeting China's obesity market, where obesity rates are projected to top 65% by 2030. - China bans direct prescription-drug advertising, so companies are using subway ads, gyms, influencers and "disease awareness" campaigns instead. - China's GLP-1 market could reach roughly 30 billion yuan over the next 5-7 years. - Interesting regulatory gray area: education campaigns that look a lot like drug advertising without actually naming the drug. Love the Show? Then how about a Donation? PayPal.Donation.Button({ env: 'production', hosted_button_id: 'JJJHP2GDEJC7J', image: { src: 'https://www.paypalobjects.com/en_US/i/btn/btn_donateCC_LG.gif', alt: 'Donate with PayPal button', title: 'PayPal - The safer, easier way to pay online!' } }).render('#donate-button-2'); THE CLOSEST TO THE PIN for SpaceX (SPCX) Winners will be getting great stuff like the new "OFFICIAL" DHUnplugged Shirt!   FED AND CRYPTO LIMERICKS   See this week's stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter

We move into the Head-to-head GrandFinals - Must win SuperCoach is here. So using your final trades are crucial to find that W. We talk through all the winners and losers from TLT, sit v start conundrums and the trades we'd make to win your matchups.If you want the full experience and actual weekly edges, our Patreon is where everything lives. Exclusive podcasts and articles, weekly team reveals and trades, subscriber Q&A, consensus position rankings, premium Discord access, and direct 1-1 access to the hosts. Sign up here - / join Join our FREE discord here: / discord Get your FREE consult with Ryan from Astute Newstead: https://tally.so/r/n005AQHostsSC BrainInstagram: / thescbrain Twitter: https://x.com/TheSCBrainSC WhispererInstagram: / scwhisperer Twitter: https://x.com/SCWhispererSC MattrixInstagram: / sc_mattrix Twitter: https://x.com/SC_MattrixSeven Tackle SetInstagram: / seventacklesetnrl Twitter: https://x.com/7TackleSetNRLFind our socials, sponsors, all our shows, join our community and become a subscriber here: https://linktr.ee/InsightFantasySports Hosted on Acast. See acast.com/privacy for more information.

Jono, Matt and Danny Boy analyse Round 26 TLT as the SuperCoach season reaches its business end. This week's Ballr Blueprint is all about how and when to use your remaining trades. They discuss POD CTW's Alex Johnston and Braidon Burns, whose favourable draws could see them explode over the final two weeks, before breaking down the best captaincy options and navigating another tricky week of sit/starts.You win some. You lose more. Gamble Responsibly. For free and confidential support call 1800 858 858 or visit gamblinghelponline.org.auChapters(00:00) Welcome to Round 26 TLT!(09:08) Ballr Blueprint: How should SuperCoaches use their remaining trades?(24:30) Hooker: 80 Minute Harry?(24:56) Front Row: Ethan Roberts the AE nightmare(28:43) 2RF: Duncan, Preston and Luki are all great buys(34:47) Halfback & 5/8: The return of TMM(40:51) CTW: Who is the POD of the week?(52:35) Fullback: Is Drinky due?(59:05) Captaincy Chat(01:05:33) Sit/StartsCheck out our stats and data on https://ballr.live, including the fastest match centre in all of NRL SuperCoach, the most accurate player projections and the 'Team Builder' feature. You can also ask anything you need to help your team in our Discord. Our contributors and community are always happy to help, and it's the only place where your questions and opinions could end up on the podcast. Join now at https://ballr.live/discordFollow us on our social media channels for more.TikTok: https://www.tiktok.com/@ballr.sportsX: https://x.com/ballrNRLInstagram: https://www.instagram.com/ballr_nrlFacebook: https://www.facebook.com/ballrNRLYouTube: https://www.youtube.com/@ballr.sports

We move into the Head-to-head Semi Finals - Must win SuperCoach is here. So using your final trades are crucial to find that W. We talk through all the winners and losers from TLT, sit v start conundrums and the trades we'd make to win your matchups.If you want the full experience and actual weekly edges, our Patreon is where everything lives. Exclusive podcasts and articles, weekly team reveals and trades, subscriber Q&A, consensus position rankings, premium Discord access, and direct 1-1 access to the hosts. Sign up here - / join Join our FREE discord here: / discord Get your FREE consult with Ryan from Astute Newstead: https://tally.so/r/n005AQHostsSC BrainInstagram: / thescbrain Twitter: https://x.com/TheSCBrainSC WhispererInstagram: / scwhisperer Twitter: https://x.com/SCWhispererSC MattrixInstagram: / sc_mattrix Twitter: https://x.com/SC_MattrixSeven Tackle SetInstagram: / seventacklesetnrl Twitter: https://x.com/7TackleSetNRLFind our socials, sponsors, all our shows, join our community and become a subscriber here: https://linktr.ee/InsightFantasySports Hosted on Acast. See acast.com/privacy for more information.

Matt and Jono break down the Round 25 TLT, including the best Reece Walsh replacements and why halfback or fullback should be your top priority when looking at the best options for him. They also tackle a brutal week of sit/starts, plus the best captaincy and vice-captaincy options in a week that has some great matchups.You win some. You lose more. Gamble Responsibly. For free and confidential support call 1800 858 858 or visit gamblinghelponline.org.auChapters(00:00) Welcome to Round 25 TLT(08:29) Ballr Blueprint: What to do with Walsh?(31:33) Hooker: Harry is back!(32:54) Front Row: Couchy off the bench again(33:12) 2RF: Don't sell Luki(37:30) Halfback & 5/8: Good news for TMM(40:10) CTW: Will Simi's shoulder survive?(48:36) Captaincy Chat(57:34) Sit/Starts(01:13:51) Wrapping Up TLTCheck out our stats and data on https://ballr.live, including the fastest match centre in all of NRL SuperCoach, the most accurate player projections and the 'Team Builder' feature. You can also ask anything you need to help your team in our Discord. Our contributors and community are always happy to help, and it's the only place where your questions and opinions could end up on the podcast. Join now at https://ballr.live/discordFollow us on our social media channels for more.TikTok: https://www.tiktok.com/@ballr.sportsX: https://x.com/ballrNRLInstagram: https://www.instagram.com/ballr_nrlFacebook: https://www.facebook.com/ballrNRLYouTube: https://www.youtube.com/@ballr.sports

Join Craig Fuller and Julie Van de Kamp on FreightWaves Today as they break down the critical developments shaping the freight, logistics, and supply chain markets. In the morning minute, they A look at an alarming $111 million wave of high-tech cargo thefts targeting semiconductor and data center freight, featuring coordinated "bump and run" syndicate tactics. Plus, an urgent FBI tax fraud investigation involving self-employed truck drivers in Georgia, and Mexico's surging heavy-duty truck production and export gains. Drone Warfare & Supply Chains: Analysis of Ukraine's drone strikes on Russian distribution hubs—including Wildberries facilities—and what targeting fulfillment networks means for modern logistics vulnerability. Freight Payments & Shippers of Choice: Jeff Pape (US Bank Corporate Payment Systems) stops by to discuss rising freight payment predictability, early holiday peak planning, emerging AI applications in logistics, and credit quality across the sector. SONAR Market Update: Craig and Julie break down SONAR's Tender Lead Time Index (OU.TLT), examining why shippers are tendering freight further in advance, how lead times impact tender rejections, and how to utilize the SONAR Coverage Guide to manage spot rate volatility. Real-World Tesla Semi Demo: Bob Lewis from Intercoastal Trucking shares first-hand driver feedback from testing the Tesla Semi in hard Northeast corridors, discussing range management, regenerative braking, maintenance savings, and charging infrastructure challenges. The Freight Cycle Debate: Ken Adamo (Chief Strategy Officer at Ease Logistics) and Dr. Jason Miller engage (Michigan State University) in a debate over capacity supply, driver availability, data center demand surges, and regulatory enforcement shifts. ⁠Follow the FreightWaves Today Podcast⁠ ⁠Other FreightWaves Shows⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Jono, Danny Boy and Cracker run their eyes over the Round 24 TLT. In this week's Ballr Blueprint, they identify the POD players who could set your team apart for the run home, before diving into some of the trickiest sit/start decisions of the SuperCoach season.You win some. You lose more. Gamble Responsibly. For free and confidential support call 1800 858 858 or visit gamblinghelponline.org.auChapters(00:00) Welcome to Round 24 TLT!(04:57) Ballr Blueprint: Which POD players can set your team apart for the run home?(20:42) Hooker: Hold tight with Pascoe and Pattie(23:06) Front Row: Should we take a look at Lindsay?(24:44) 2RF: Manuleleua the must?(30:38) Halfback & 5/8: Hold or sell TMM?(36:16) CTW: Is Dom Young old news?(44:02) Fullback: Don't sell Sua(49:55) Captaincy Chat(57:24) Sit/Starts(01:16:17) Wrapping up TLT Round 24Check out our stats and data on https://ballr.live, including the fastest match centre in all of NRL SuperCoach, the most accurate player projections and the 'Team Builder' feature. You can also ask anything you need to help your team in our Discord. Our contributors and community are always happy to help, and it's the only place where your questions and opinions could end up on the podcast. Join now at https://ballr.live/discordFollow us on our social media channels for more.TikTok: https://www.tiktok.com/@ballr.sportsX: https://x.com/ballrNRLInstagram: https://www.instagram.com/ballr_nrlFacebook: https://www.facebook.com/ballrNRLYouTube: https://www.youtube.com/@ballr.sports

Jono and CMac talk through the best (and sneakiest) tactics to give SuperCoach's the edge as H2H Finals kick off this week. They also run through the Round 23 Team Lists, breaking down what owners should do with underperforming guns like Reece Walsh and Brandon Smith, before assessing whether POD options Ronaldo Mulitalo and Selwyn Cobbo are worth a late-season punt.You win some. You lose more. Gamble Responsibly. For free and confidential support call 1800 858 858 or visit gamblinghelponline.org.auChapters(00:00) Welcome to Round 23 TLT!(04:01) Baller Blueprint: Getting the edge in your H2H finals(18:14) Hooker: Mouldy Cheese(23:00) Front Row: No exemption for Touchy(27:40) 2RF: Should we be worried about Duncan and Sasagi's hamstrings?(33:32) Halfback: Sam Walker is the real deal(35:53) 5/8: Power ranking the Big 3(39:14) CTW: Ronnie and Selwyn Super PODs(52:31) Fullback: What's going on with Dylan Edwards?(58:06) Captaincy Chat: Hynes and who?(01:04:18) Sit/Starts: A tricky weekCheck out our stats and data on https://ballr.live, including the fastest match centre in all of NRL SuperCoach, the most accurate player projections and the 'Team Builder' feature. You can also ask anything you need to help your team in our Discord. Our contributors and community are always happy to help, and it's the only place where your questions and opinions could end up on the podcast. Join now at https://ballr.live/discordFollow us on our social media channels for more.TikTok: https://www.tiktok.com/@ballr.sportsX: https://x.com/ballrNRLInstagram: https://www.instagram.com/ballr_nrlFacebook: https://www.facebook.com/ballrNRLYouTube: https://www.youtube.com/@ballr.sports

Saying Goodbye to JCD. The first test of the Fed Chair – with a miserable outcome. Some eye popping moves. An update on the meniscus repair. And our guest this week – Christoper Whalen – Publisher of The Institutional Risk Analyst  NEW! DOWNLOAD THE AI GENERATED SHOW NOTES Christopher Whalen is one of America’s best-known independent banking analysts and financial historians. He is Chairman of Whalen Global Advisors and publisher of The Institutional Risk Analyst, where he analyzes banks, credit markets, housing finance, and financial regulation. Chris has spent decades studying the U.S. financial system from both the public and private sectors and is the author of Inflated: Money, Debt and the American Dream. His market commentary is widely followed because he’s willing to challenge conventional thinking—and often does so well before consensus catches up. Chris recently became a brand ambassador for Monetary Metals, a company whose approach to making physical gold a productive asset aligns with views he’s held for years about the role of gold in a portfolio.  Follow @rcwhalen Check this out and find out more at: http://www.interactivebrokers.com/ Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy – HERE Stocks mentioned in this episode: (MSFT), (TLT), (META), (INTC), (AMZN)

The Last Trade: an emergency episode. Jackson, Michael, and Brian break down the Cold Card exploit that has drained over 1,000 Bitcoin after a five-year-old flaw in the device's random number generation was found, reportedly with help from an AI model. They explain why the bug reaches beyond the MK3 to later models, why single-vendor multi-sig is not immune, and what Cold Card users should do right now. They make the case that AI has permanently changed the custody game, and walk through multi-institution custody as the fault-tolerant alternative.---

It is up for debate whether Rudyard Kipling would approve but with the Eels, Bears and Tigers all converging this week we have something of the rugby league equivalent of The Jungle Book playing out in real time. The Tip Sheet looks at the latest happenings from Parradise and the NRL as the Perth Bears table an eye-watering offer to Junior Paulo. Parramatta go big cat hunting for the second week running as they look to bring down the drama-laden Wests Tigers in the NRL. It is Magic Round in the NRLW as our girls look to try and build on a heart breaking loss to the Warriors in what was a greatly improved team performance. The boys break down all of the big news from TLT across these grades and all the way down to the Jersey Flegg. The Tigers have dominated the news cycle in the last week following the sudden feud between coach Benji Marshall and top player Adam Doueihi. What is it all about and where has it left the joint venture? Newcastle are reeling from a devastating loss that cost them both Dylan Brown and Dylan Lucas for the season. Is it time to put the red line through them?

Chapters00:00 - Intro01:16 - Adam Doueihi Drama04:09 - Recap of Rabbitohs vs Storm23:01 - TLT vs Cronulla Sharks36:27 - NRL ROUND 22 Predictions

Round 22 is the final week before head-to-head finals begin. For some supercoaches, sitting on trades will be a must! Others, they'll be spending their last trades in a final attempt to keep their season alive. We talk winners and losers from TLT as Tigers backflip on Doueihi in the halves, big names are missing & yet again we're stuck counting green dots.If you want the full experience and actual weekly edges, our Patreon is where everything lives. Exclusive podcasts and articles, weekly team reveals and trades, subscriber Q&A, consensus position rankings, premium Discord access, and direct 1-1 access to the hosts. Sign up here - https://www.patreon.com/12428569/joinJoin our FREE discord here: https://discord.gg/6fDXWnBHMCGet your FREE consult with Ryan from Astute Newstead: https://tally.so/r/n005AQHostsSC BrainInstagram: https://www.instagram.com/TheSCBrain/Twitter: https://x.com/TheSCBrainSC WhispererInstagram: https://www.instagram.com/scwhisperer/Twitter: https://x.com/SCWhispererSC MattrixInstagram: https://www.instagram.com/sc_mattrix/Twitter: https://x.com/SC_MattrixSeven Tackle SetInstagram: https://www.instagram.com/seventacklesetnrl/Twitter: https://x.com/7TackleSetNRLFind our socials, sponsors, all our shows, join our community and become a subscriber here: https://linktr.ee/InsightFantasySports Hosted on Acast. See acast.com/privacy for more information.

Jono, Matt and CMac break down the Round 22 TLT after a brutal week of injuries. The boys debate the biggest question facing SuperCoaches: should you hold or sell Harry Grant after his hamstring injury, and if you do move him on, who are the best replacement hookers? They also tackle the season-ending injury to Dylan Lucas, breaking down the standout 2RF and CTW replacements to keep your run home on track.You win some. You lose more. Gamble Responsibly. For free and confidential support call 1800 858 858 or visit gamblinghelponline.org.auChapters(00:03) Welcome to Round 22 TLT(08:58) Ballr Blueprint: What to do with Harry Grant?(24:11) Front Row: Mixed news for Ethan Roberts(26:05) 2RF: Who are the best Dylan Lucas replacements?(40:20) Halfback: Is Jayden Campbell essential?(45:42) 5/8: Blaize Talagi has been dropped(47:25) CTW: Is Ronnie ready for a run?(55:56) Fullback: Updated power rankings(01:00:32) Captaincy Chat: Hynes vs Cleary... again(01:06:00) Sit/Starts: Should we play Duncan coming off a hammy injury?(01:13:19) Wrapping UpCheck out our stats and data on https://ballr.live, including the fastest match centre in all of NRL SuperCoach, the most accurate player projections and the 'Team Builder' feature. You can also ask anything you need to help your team in our Discord. Our contributors and community are always happy to help, and it's the only place where your questions and opinions could end up on the podcast. Join now at https://ballr.live/discordFollow us on our social media channels for more.TikTok: https://www.tiktok.com/@ballr.sportsX: https://x.com/ballrNRLInstagram: https://www.instagram.com/ballr_nrlFacebook: https://www.facebook.com/ballrNRLYouTube: https://www.youtube.com/@ballr.sports

In this episode of The Canadian Investor Podcast, we look at whether Canadian bank stocks have become too expensive after their big run. We discuss David Rosenberg’s recent Globe and Mail article, the valuation of the big banks, why earnings growth may not be as strong as it looks, and whether investors should consider trimming or simply holding. We then revisit bonds and fixed income. After one of the worst stretches ever for long-duration bonds, do they still deserve a place in investor portfolios? We look at why the traditional 60/40 portfolio worked so well for decades, what changed after 2020, and why shorter-term Treasury bills may be more attractive than long-term bonds in the current environment. Tickers discussed: RY.TO, TD.TO, BNS.TO, BMO.TO, CM.TO, NA.TO, ZEB.TO, JPM, BAC, C, WFC, TLT, BIL Subscribe to our Our New Youtube Channel! Check out our portfolio by going to Jointci.com Our Website Our New Youtube Channel! Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.

In today's Daily Editorial, we chat with Dana Lyons, Fund Manager and Editor of Lyons Share Pro, to dissect the shifting dynamics across global financial markets. As traditional tech leaders lose momentum, the conversation centers on internal market health, rotational trends, and technical setups driving major asset classes. Key discussion points include: Equity Market Rotation and Breadth: An analysis of shifting momentum within US equity broad averages, exploring how underlying breadth is supporting indices like the S&P 500 and Russell 2000 despite weakness in mega-cap technology. Growth vs. Value Dynamics: A look at key index comparisons, such as RSP, IWM, IWD, and VTV, evaluating whether current market trends signal a temporary consolidation or a longer-term structural transition from growth into value sectors. Bond Yields and the US Dollar: Technical insights into fixed income pressure, including the 10-year Treasury yield and TLT, along with the recent safe-haven bid and strength in the US Dollar Index (DXY). Precious Metals Consolidation: A detailed chart review of gold (GLD) and silver (SLV), outlining key technical levels to watch after months of sideways action following early-year highs. Commodity Trends in Energy and Copper: An overview of copper, copper miners (COPX), oil, and energy equities (XLE, XOI, OIH), highlighting technical divergences and long-term setup opportunities across critical minerals (REMX, LIT).   Click here to visit the Lyons Share Pro website and learn more about Dana's investment services - https://lyonssharepro.com/   ----------------------- For more market commentary & interview summaries, subscribe to our Substacks:  The KE Report: https://kereport.substack.com/  Shad's resource market commentary: https://excelsiorprosperity.substack.com/   Investment Disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

Timmy is back and so is the stats deep dive! The team look at Round 21 and everything you need to know with TLT ins and outs, what to do with Turbo and the fullback position, plus their trades and captains for this week. Lets gooo!BEERS & BREAKEVENS SUPERCOACH LEAGUE CODE COURTESY OF BLUEWEALTH PROPERTY: 968952$5000 prize money - join today!Bluewealth Wealth Event details below:How to pay your mortgage off with an investment property28 July, Webinar, 6:30pmhttps://smart2.bluewealth.com.au/event/booking/2858?ref=NTQ4ODU=Wealth Through Property: Making Sense of the New Rules11 Aust, Webinar, 7:00pmhttps://smart2.bluewealth.com.au/event/booking/2922?ref=NTQ4ODU=Rentvesting13 Aug, Webinar, 7:00pmhttps://smart2.bluewealth.com.au/event/booking/2915?ref=NTQ4ODU=If you're interested in joining the show as a sponsor in 2026, reach out to the team at beersandbreakevens@gmail.comJoin the Ru Crew for exclusive SC content and even more NRL content in 2026:https://www.patreon.com/c/RugbyLeagueGuru0:00 Intro11:00 Our Scores16:00 Weekly Winner21:00 Round 21 Team Lists38:00 Bluewealth events41:00 NRL Physio50:00 Stats Deep Drive1:10:00 Trades & Capitanos

George Noble, CIO of Noble Capital Advisors and former Fidelity fund manager under Peter Lynch, returns with a stark warning: the global liquidity cycle has turned. Citing "liquidity king" Michael Howell, Noble argues that surging deficits, sticky inflation, and a worldwide capex boom have stripped away the policy safety net markets have relied on since 2009 — setting up a potential "Wile E. Coyote moment" where stocks take a dirt nap and the Fed can't respond. He says the Fed isn't in control, Mr. Market is, and bond yields at 4.5% are "much too low" — fair value may be closer to 5.5-6%. Noble calls the AI trade "far worse than dot-com," with malinvestment 17 times larger, hyperscalers destroying free cash flow, and semis a "huge short." His playbook: ditch the 60/40 portfolio, own the reflation trade — gold, silver, energy, copper, uranium — and he names specific stocks including SSRM, Coeur, Valaris, and CRGY. Plus: why the yen carry trade could break, the TLT-in-Turkish-lira lesson on real money, and his most emphatic call of all — "run, don't walk" from SpaceX before the float unlock. And details on his Best Stock Ideas Summit, July 22nd.Thank you to our sponsors: Kalshi - download the Kalshi app and use code JULIA to get $10 when you trade $10. http://kalshi.com/r/JULIA Monetary Metals - learn more at https://www.monetary-metals.com/julia/Links: George Noble's Best Stock Ideas Online Summit: https://noble-capevents.com/X: https://x.com/gnoble79Substack: https://substack.com/@georgenobleTimestamps: 0:00 — Intro; George's Best Stock Ideas Summit July 22nd1:10 — The global liquidity cycle has turned: Michael Howell's warning4:31 — "Risk assets are extremely challenged" — rotation and dispersion is the real story5:30 — Energy vs. Mag 7: free cash flow tells the story7:03 — Tech is really 50% of the market — why the indices will struggle8:20 — "Warsh is not in control, Mr. Market is"10:04 — Why Warsh will blink: the market will force the Fed's hand10:28 — America's Liz Truss moment? Lending to "the Bank of Julia" at 4.5%13:34 — Policy options are gone: why this time the Fed can't rescue markets14:55 — The "Wile E. Coyote moment" ahead for markets16:17 — Japan: 30-year high JGB yields, the yen, and the carry trade risk19:01 — Path vs. prediction: why bond yields are "much too low" — 5.5-6% fair value23:27 — Why the economy shrugs off higher rates (and why that's bearish)25:17 — All fiat is devaluing against real assets: the dollar fell 60% against gold27:17 — Buying the gold correction; why miners could double or triple28:05 — The TLT in Turkish lira: a lesson in your unit of account30:10 — Why 60/40 is the worst allocation right now — "certificates of confiscation"34:07 — "Far worse than dot-com": the margin bubble and 17x the malinvestment36:29 — The internet grew 25 million percent — and the stocks still crashed 90%39:21 — George names names: SSRM, Coeur, Valaris, CRGY, uranium, junior copper40:42 — Parting thoughts: the golden age of stock picking41:45 — SpaceX: "run, don't walk" — why the float unlock means a crash is coming43:00 — The Best Stock Ideas Summit: 15 investors, one pick each, July 22nd

Jono, Matt and Danny Boy break down all the biggest talking points from Round 21 Team List Tuesday. With Tom Trbojevic sidelined once again, the boys debate the best replacement: the explosive but unpredictable Reece Walsh or the ultra-reliable James Tedesco. In the Ballr Blueprint, they tackle one of the biggest challenges at this stage of the season—how to navigate those tricky sit/start decisions now that SuperCoach squads are stacked with premium players. From captaincy dilemmas to bench headaches, they share the strategies that could make all the difference in the run home.You win some. You lose more. Gamble Responsibly. For free and confidential support call 1800 858 858 or visit gamblinghelponline.org.auChapters(00:03) Welcome to Round 21 TLT!(09:05) Baller Blueprint: How do we navigate sits and starts?(21:22) Sits/Starts(41:14) Front Row: Is it Tino Time?(48:53) 2RF: Who are the best Huddy Young replacements?(57:19) Halfback: Could JC be the key to replacing Tommy Turbo?(01:02:00) CTW: Is Kiraz looking himself again?(01:11:30) Fullback: Walsh vs Teddy(01:21:46) Captaincy Chat(01:25:53) Wrapping Up TLTCheck out our stats and data on https://ballr.live, including the fastest match centre in all of NRL SuperCoach, the most accurate player projections and the 'Team Builder' feature. You can also ask anything you need to help your team in our Discord. Our contributors and community are always happy to help, and it's the only place where your questions and opinions could end up on the podcast. Join now at https://ballr.live/discordFollow us on our social media channels for more.TikTok: https://www.tiktok.com/@ballr.sportsX: https://x.com/ballrNRLInstagram: https://www.instagram.com/ballr_nrlFacebook: https://www.facebook.com/ballrNRLYouTube: https://www.youtube.com/@ballr.sports

Round 21 TLT is one of the toughest. Duncan, Hudson and gang out. We will need to find replacements with limited trades. Trav from SC Spectrum saves the day with coverage for this weeks episodeIf you want the full experience and actual weekly edges, our Patreon is where everything lives. Exclusive podcasts and articles, weekly team reveals and trades, subscriber Q&A, consensus position rankings, premium Discord access, and direct 1-1 access to the hosts. Sign up here - https://www.patreon.com/12428569/joinJoin our FREE discord here: https://discord.gg/6fDXWnBHMCGet your FREE consult with Ryan from Astute Newstead: https://tally.so/r/n005AQHostsSC BrainInstagram: https://www.instagram.com/TheSCBrain/Twitter: https://x.com/TheSCBrainSC WhispererInstagram: https://www.instagram.com/scwhisperer/Twitter: https://x.com/SCWhispererSC MattrixInstagram: https://www.instagram.com/sc_mattrix/Twitter: https://x.com/SC_MattrixSeven Tackle SetInstagram: https://www.instagram.com/seventacklesetnrl/Twitter: https://x.com/7TackleSetNRL0:00 Welcome & how we're all travelling 3:46 Squeeze of the Week — Terrence, 1466 4:46 News Around the League 4:50 Fifita loses the appeal — two weeks 6:11 Doueihi & Fainu hearings 7:27 Owen Pattie takes the early plea 7:33 HIA watch 8:08 AJ Brimson — Cat 1 head knock 8:25 Injuries — Hudson Young & Warbrick out for the season 10:04 Turbo does it again — why do we keep doing this? 11:51 Tallis Duncan — trade or hold? 12:56 Winners & Losers of Team List Tuesday 13:33 Eels v Panthers 18:06 Knights v Roosters 19:43 Teddy or Reece Walsh? The fullback call 21:30 Rabbitohs v Storm 24:54 Raiders v Wests Tigers 25:12 Hudson Young replacement options 28:44 Bulldogs v Warriors 29:14 Jacob Preston — the contract-year buy 30:46 What's going on with CNK? 31:56 Cowboys v Broncos 36:24 Dragons v Titans 39:33 Sea Eagles v Sharks 43:59 SuperCoach Conundrums — your questions 51:58 Wrap up & where to find SC SpectrumFind our socials, sponsors, all our shows, join our community and become a subscriber here: https://linktr.ee/InsightFantasySports Hosted on Acast. See acast.com/privacy for more information.

Round 20 TLT brought us quite a calm afternoon, as we officially move into the final 8 rounds of the competition. Origin is behind us, teams are vying for the top 8, and supercoaches are looking for the diamond in the rough to complete their team. Join us as we unpack TLT's winners and losers for Round 20 of NRL SuperCoach.If you want the full experience and actual weekly edges, our Patreon is where everything lives. Exclusive podcasts and articles, weekly team reveals and trades, subscriber Q&A, consensus position rankings, premium Discord access, and direct 1-1 access to the hosts. Sign up here - / join Join our FREE discord here: / discord Get your FREE consult with Ryan from Astute Newstead: https://tally.so/r/n005AQHostsFind our socials, sponsors, all our shows, join our community and become a subscriber here: https://linktr.ee/InsightFantasySports Hosted on Acast. See acast.com/privacy for more information.

Matt is joined by Dan and Tuesday debutant Cracker who steps up on a train and trial deal. The run home begins this week in earnest and the boys dive into the premium options you need this week, plus the mid-range junk you should be avoiding. Should we be considering moving Hynes or Cleary down to flex? The boys have varying opinions. Sit v Starts is looking like the biggest headache of the week, so the boys rank theirs. You win some. You lose more. Gamble Responsibly. For free and confidential support call 1800 858 858 or visit gamblinghelponline.org.au(0:00) Welcometo Round 20 TLT(07:28) Ballr Blueprint - Ultimate Run-Home Team(27:01) Hooker: Pasoce a hold at HK2?(29:16) Front Row: Haas Time(34:40) Second Row: Pay up for Premiums?(46:20) Halfback: Move one of the big dogs to Flex?(52:32) 5/8: Anything to talk about?(53:35) CTW: Sell or hold fallen studs?(01:03:53) Fullback: Can you consider Dufty?(01:10:40) Captaincy Chat(01:14:46) Sit v Starts: This weeks biggest headache(01:18:22) Wrapping UpCheck out our stats and data on https://ballr.live, including the fastest match centre in all of NRL SuperCoach, the most accurate player projections and the 'Team Builder' feature. You can also ask anything you need to help your team in our Discord. Our contributors and community are always happy to help, and it's the only place where your questions and opinions could end up on the podcast. Join now at https://ballr.live/discordFollow us on our social media channels for more.TikTok: https://www.tiktok.com/@ballr.sportsX: https://x.com/ballrNRLInstagram: https://www.instagram.com/ballr_nrlFacebook: https://www.facebook.com/ballrNRLYouTube: https://www.youtube.com/@ballr.sports

In this Daily Editorial, I chat with TG Watkins, Director of Stocks at Simpler Trading and Editor of the Profit Pilot website. The rotation trend continues from mega-cap tech leadership out into a variety of market sectors, and then some sectors that have been under selling pressure, may have found short-term support for tradable rallies. TG provides the technical signals he is watching in tech, biotech, housing, cryptos, gold, copper, critical minerals, and oil.   Key Discussion Points Broad Market Expansion: Discover why the current rally is broadening out significantly beyond just mega-cap tech giants, and how the Russell 2000 (IWM) and equal-weight S&P (RSP) are showcasing underlying market strength. Interest Rates & Inflation Outlook: TG shares his contrarian perspective on bonds, and why he is looking to buy dips in the (TLT), in anticipation of neutral rates for now and eventual dovish monetary policy.  If rates have topped out for now, then this creates a favorable backdrop for small cap stocks, like Rice Acquisition Corp (KRSP), and consumer stocks with a traditionally higher cost of capital. Strength in Housing Stocks: This environment of peak interest rates that may roll over lower, is also constructive for real estate & housing, where he has noted recent strength in State Street SPDR S&P Homebuilder ETF (XHB), Opendoor Technologies (OPEN), and AirBnB Inc (ABNB). Surging Biotech Stocks: Biotech stocks have been very strong recently, but may be reaching buying exhaustion soon. TG has had his subscribers long the sector since May in ETFs like ARK Genomic Revolution ETF (ARKG),  Direxion Shares Daily S&P Biotech Bull 3X ETF (LABU), Tempus AI (TEM), and Intellia Therapeutics (NTLA). The Cryptos Are Seeking Support: From the shifting dynamic of crypto miners into AI power generation to a technical breakdown of Bitcoin, Ethereum, and crypto repositories - find out if a digital asset turnaround is on the horizon. We look at the cryptos themselves like Bitcoin (BTC), Ethereum (ETH), and crypto-adjacent equities like MicroStrategy (MSTR), TeraWulf (WULF), Iris Energy (IREN), Galaxy Digital (GLXY). Precious Metals Have Only Provided Bounces In Downtrends: An in-depth look at where Gold (GLD), Silver (SLV), and the VanEck Gold Miners ETF (GDX) might find technical support, after breaking down through key moving averages the last few months.  Thus far all we've seen is relief rallies in broader PM downtrends. Copper Has Been Rangebound:  When contrasted against many metals, Copper and copper stocks have been more resilient, but have been in a whipsaw trendless market over the last few weeks.  TG has sold out of copper stocks like Trekor Metals Ltd {formerly Taseko}, (TGB) and Southern Copper Corp (SCCO) until he sees more solid technical evidence of a break and trend in one direction or another. Critical Minerals Overbought and Taking A Breather:  After outsized moves this year, the narrative adjustment in AI datacenters and media focus, has seen the critical minerals stocks roll over after getting overbought on the charts.  The VanEck Rare Earth/Strategic Metals ETF (REMX) and lithium and energy storage leaders like Albemarle Corp ALB have been rolling over after solid runs in 2026. Oil Was A Short A Few Weeks Back, But May See A Bounce:   TG noted the geopolitical effects on the oil price, after the MOU was signed between the US and Iran ending the hot war, but sees oil as technically oversold at this point. The technically oversold setup is similar in the State Street Energy Select Sector Index SPDR ETF (XLE), where a short-term relief rally would not be a surprise.   Click here to visit TG's site – Profit Pilot – https://www.profit-pilot.com/   Click here to visit the Profit Pilot YouTube page – https://www.youtube.com/@Profit-Pilo   For more market commentary & interview summaries, subscribe to our Substacks:   The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/     Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.    

Danny Boy, Tubes and Jono break down the Round 19 Team List Tuesday as we head into the final mini-bye round of the SuperCoach season. In the Ballr Blueprint, the boys identify which bye-round coverage players have done their job and are now expendable as coaches prepare for the run home. They also discuss whether boom 18-year-old Rabbitohs winger Dayne Jennings is the perfect downgrade option, and debate just how essential Keaon Koloamatangi is for the run to SuperCoach finals.You win some. You lose more. Gamble Responsibly. For free and confidential support call 1800 858 858 or visit gamblinghelponline.org.auChapters(00:00) Welcome to Round 19 TLT(04:00) Ballr Blueprint: Which players are expendable for the run home?(25:19) Hooker: Can Brailey take on Harry?(29:02) Front Row: Is Koloamatangi essential?(37:18) 2RF: Have we missed the boat on Dylan Lucas?(46:57) Halfback: Time to sell Lil Trell(51:10) 5/8: What to do with Cody Walker?(52:44) CTW: Is the Dayne Plane ready to take off?(01:02:12) Fullback: Will Turbo bounce back to his best?(01:07:09) Captaincy Chat: Who stands out in a tricky week?(01:12:13) Wrapping UpCheck out our stats and data on https://ballr.live, including the fastest match centre in all of NRL SuperCoach, the most accurate player projections and the 'Team Builder' feature. You can also ask anything you need to help your team in our Discord. Our contributors and community are always happy to help, and it's the only place where your questions and opinions could end up on the podcast. Join now at https://ballr.live/discordFollow us on our social media channels for more.TikTok: https://www.tiktok.com/@ballr.sportsX: https://x.com/ballrNRLInstagram: https://www.instagram.com/ballr_nrlFacebook: https://www.facebook.com/ballrNRLYouTube: https://www.youtube.com/@ballr.sports

The final mini-bye week is here as we navigate origin back-up risk to get a full 18 on the park ahead of Round 19 of NRL SuperCoach. We talk which origin players we expect to back up, along with all the winners and losers from TLT. If you want the full experience and actual weekly edges, our Patreon is where everything lives. Exclusive podcasts and articles, weekly team reveals and trades, subscriber Q&A, consensus position rankings, premium Discord access, and direct 1-1 access to the hosts. Sign up here - https://www.patreon.com/12428569/joinJoin our FREE discord here: https://discord.gg/6fDXWnBHMCGet your FREE consult with Ryan from Astute Newstead: https://tally.so/r/n005AQHostsFind our socials, sponsors, all our shows, join our community and become a subscriber here: https://linktr.ee/InsightFantasySports Hosted on Acast. See acast.com/privacy for more information.

The final major bye is finally here, numbers are looking healthy and Supercoaches are looking to finalise their team for the run home! We talk through the winners and losers from TLT, all the ins and outs for origin and our focus points for all 5 games in Round 18Patreon: / supercoachinsight

Jono, Danny Boy and CMac break down the Round 18 TLT ahead of the all-important final major bye round of the SuperCoach season. The boys run through the key team news, including Tallis Duncan's move back to the second row, Xavier Willison's concussion protocol exemption and Heamasi Makasini earning a recall to the starting side. They also dive into the best trade targets for the week, with Tommy Turbo, Alex Twal, Keaon Koloamatangi and Nicho Hynes headlining the must-buy discussion as coaches gear up for a crucial bye round.You win some. You lose more. Gamble Responsibly. For free and confidential support call 1800 858 858 or visit gamblinghelponline.org.auChapters(00:00) Welcome to Round 18 TLT(03:55) Ballr Blueprint: Which players are essential for the run home?(24:44) Hooker: Is a Cheese downgrade worth it?(27:38) Front Row: Keen on Keaon(34:43) 2RF: Could David Fifita be Goliath?(39:37) Halfback: Could Douehi take on Hynes?(43:37) 5/8: JC, TMM or Sharpe?(47:01) CTW: Fresh Milk is on the menu(54:39) Fullback: Don't sell Dylan(55:32) Captaincy Chat: Tommy Turbo is temptingCheck out our stats and data on https://ballr.live, including the fastest match centre in all of NRL SuperCoach, the most accurate player projections and the 'Team Builder' feature. You can also ask anything you need to help your team in our Discord. Our contributors and community are always happy to help, and it's the only place where your questions and opinions could end up on the podcast. Join now at https://ballr.live/discordFollow us on our social media channels for more.TikTok: https://www.tiktok.com/@ballr.sportsX: https://x.com/ballrNRLInstagram: https://www.instagram.com/ballr_nrlFacebook: https://www.facebook.com/ballrNRLYouTube: https://www.youtube.com/@ballr.sports

In this episode we answer emails from Tim, Avid Listener, and Aaron.  We discuss bond allocation in an intermediate accumulation Golden Butterfly style portfolios, the follies of fixating on fund or ticker symbol returns instead of the purpose of an asset in a portfolio,  and the follies of holding too much in cash.And we discuss our Top of the T-shirt Campaign (Part Deux!) for the Father McKenna Center.And THEN we our go through our weekly portfolio reviews of the eight sample portfolios you can find at Portfolios | Risk Parity Radio.Additional Links:Father McKenna Center Donation Page (please mention Risk Parity Radio in the comment section with your donation):  Donate - Father McKenna CenterAnalysis of TLT, MBB and SPY:  Asset Analyzer for ETFs, Stocks, and Funds | testfolioAnalysis of gold royalty companies:  Asset Analyzer for ETFs, Stocks, and Funds | testfolioLiz Ann Sonders interview of Keith McCullough:  What Happens After Peak Inflation? (With Keith McCullough) | Charles SchwabBreathless Unedited AI-Bot Summary:Chasing a higher yield can feel like progress, but what if it is quietly breaking your portfolio? We take on three listener questions that all circle the same core problem: fund shopping without a framework. From a Golden Butterfly style intermediate-term risk parity portfolio stuck with a limited 401k bond menu, to the temptation to use stable value funds, Roth space, and asset swaps to “fix” taxes, we talk through what matters most when your goal is steady accumulation for a real-world timeline like three to seven years.Next we get blunt about substitutes. Mortgage-backed securities ETFs may look like a better bond deal on paper, and gold royalty companies may look like “gold with higher returns,” but risk parity investing is not built by grabbing the flashiest ticker. We explain the four quadrant model and why each sleeve has a job: stocks for long-run growth, Treasury bonds as recession insurance that can be rebalanced when equities drop, and alternatives like gold or managed futures for low correlation during inflationary or stagflationary shocks. The right question is not “what returned more,” but “what will behave the way I need when the economic weather turns.”We also address a popular habit that masquerades as investing: moving cash between HYSAs, money markets, and short-term funds to optimize yield. If tiny rate differences feel meaningful, it may be a sign you are holding too much cash and taking on cash drag over the long run. We close with our weekly portfolio reviews across the eight sample portfolios and a reminder that nobody knows what markets will do next, so a sturdy process matters more than predictions.If this helps, subscribe, share the episode with a fellow DIY investor, and leave a review so more people can find Risk Parity Radio.Support the show

Jono, Matt and CMac are back to break down the Round 17 TLT! This week, the Ballr Blueprint focuses on the best CTW options for the run home. The boys cover the key injury news around Jackson Ford and Latrell Mitchell, discuss the returns of Alex Twal and Simi Sasagi, and debate just how urgent it is to buy Mark Nawaqanitawase and sell Tom Chester.You win some. You lose more. Gamble Responsibly. For free and confidential support call 1800 858 858 or visit gamblinghelponline.org.auChapters(00:00) Welcome to Round 17 TLT!(06:23) Ballr Blueprint: Who are the best CTW's for the run home?(27:17) Hooker: Should we move on Pascoe?(31:57) Front Row: When is it the right time for Payne?(41:15) 2RF: The upside of Hudson Young(50:42) Halfback: TMM vs JC(52:43) 5/8: Is Sharpe essential?(55:12) CTW: Marky Mark is a must(01:05:26) Fullback: Sua Fa'alogo is a freak(01:09:10) Captaincy Chat: Nathan Cleary and who else?(01:12:11) Sit/Starts: Tricky decisions in a stacked week(01:18:11) Wrapping Up TLTCheck out our stats and data on https://ballr.live, including the fastest match centre in all of NRL SuperCoach, the most accurate player projections and the 'Team Builder' feature. You can also ask anything you need to help your team in our Discord. Our contributors and community are always happy to help, and it's the only place where your questions and opinions could end up on the podcast. Join now at https://ballr.live/discordFollow us on our social media channels for more.TikTok: https://www.tiktok.com/@ballr.sportsX: https://x.com/ballrNRLInstagram: https://www.instagram.com/ballr_nrlFacebook: https://www.facebook.com/ballrNRLYouTube: https://www.youtube.com/@ballr.sports

In Round 16 of NRL SuperCoach, injuries keep coming with Jackson Ford going down. Marzhew went low, Ryan Couchman keeps scoring like a 2RF Premium and Nicho Hynes returned! We talk all the heroes and zeroes from the round just gone, including all the early trade chat pre-TLT.

This Sabbath's teaching is led by our TLT, Valeria Mena. Scripture Reading - Jeremiah 29:11-13.— El Paso Northeast is a Seventh-day Adventist Church that exists to follow in the footsteps of Jesus Christ, embracing all people in our community to make this church their home.Learn more: https://epnortheast.orgFacebook: https://facebook.com/elpasonortheastInstagram: https://instagram.com/epnortheastPodcast: https://epnortheast.org/podcast

It's that time again where Monique and Amy read your true paranormal and true crime stories. And this episode may just feature both the scariest and funniest stories in TLT history. If you liked this episode, please rate review, and subscribe.Join Our ⁠⁠Patreon!⁠⁠Check Out Our ⁠⁠Website!⁠⁠Follow Us On ⁠⁠Instagram!

It's that time again where Monique and Amy read your true paranormal and true crime stories. And this episode may just feature both the scariest and funniest stories in TLT history. If you liked this episode, please rate review, and subscribe.Join Our ⁠⁠Patreon!⁠⁠Check Out Our ⁠⁠Website!⁠⁠Follow Us On ⁠⁠Instagram!

Jono, Matt and Dan are back to break down the Round 16 Team Lists. With Kai Pearce-Paul sidelined, the boys debate the best replacement options, weigh up the CTW trio of Tom Jenkins, Taylan May and Jacob Kiraz, and run through the standout Captain and Vice-Captain candidates for the week ahead.You win some. You lose more. Gamble Responsibly. For free and confidential support call 1800 858 858 or visit gamblinghelponline.org.auChapters(00:00) Welcome to Round 16 TLT!(07:00) Ballr Blueprint: What are the best nuff strategies for the run home?(16:39) Hooker: Will Harry play this week?(17:21) Front Row: Terrell May is a must have(20:06) 2RF: Who are the best KPP replacements?(39:15) Halfback: Tricky week for Hynes and Cleary owners(43:51) 5/8: Is Luai a trap?(47:54) CTW: Jenkins vs May vs Kiraz(01:00:35) Fullback: Is it too late to sell Teddy?(01:08:56) Captaincy Chat: This week is loaded with options(01:13:49) Wrapping Up Round 16 TLTCheck out our stats and data on https://ballr.live, including the fastest match centre in all of NRL SuperCoach, the most accurate player projections and the 'Team Builder' feature. You can also ask anything you need to help your team in our Discord. Our contributors and community are always happy to help, and it's the only place where your questions and opinions could end up on the podcast. Join now at https://ballr.live/discordFollow us on our social media channels for more.TikTok: https://www.tiktok.com/@ballr.sportsX: https://x.com/ballrNRLInstagram: https://www.instagram.com/ballr_nrlFacebook: https://www.facebook.com/ballrNRLYouTube: https://www.youtube.com/@ballr.sports

The desk at RBC Capital Markets that sits behind 90% of Canada's ETF market has a view of where flows are really going — and it's not what most advisors expect.Pierre Daillie sits down with Valerie Grimba, Head of Global ETF Strategy at RBC Capital Markets, for a wide-ranging conversation about the forces quietly reshaping how Canadian advisors build portfolios. Valerie's team serves as designated broker to roughly 300 ETF mandates and acts as authorized participant across the majority of the Canadian ETF market — giving her a real-time, flow-level view of investor behaviour that almost nobody else has. From the structural fracture that 2022 opened in the 60/40 model, to the liquidity misconceptions her desk corrects every single day, to the explosive rise of asset allocation ETFs, covered call strategies, AAA CLOs, and precision thematic plays, this conversation covers the full terrain of where the ETF market stands today — and where it is heading.CHAPTERS00:00 — Introduction: The 60/40 failure and Canada's ETF rebuild 02:11 — Valerie's career arc: Bear Stearns, New York, New Zealand, RBC 04:21 — How the RBC ETF market making desk actually works 05:36 — What a designated broker does — and why it matters 08:18 — Flash crashes, Liberation Day, and ETFs as a release valve 10:08 — The RBC market view: yellow flags, narrow breadth, and a 12–18 month outlook 13:29 — How ETF flows changed: from net outflows in risk-off to rotation 14:05 — Gold: zero correlation, the incongruent timing, and the 2026 outlook 15:40 — Higher for longer: what advisors are missing about the rate environment 17:46 — How 2022 changed advisor behaviour and launched a new ETF ecosystem 21:49 — Covered call ETFs: what advisors are still getting wrong 24:19 — Retail vs. institutional: why retail has been outperforming 25:20 — Private assets in an ETF wrapper: the square peg, round hole problem 31:11 — What RBC looks for before taking on a designated broker mandate 32:28 — The Pac-Man of Canadian ETF flows: asset allocation ETFs 36:29 — CAGE, XEQT, FBAL: who is actually buying all-in-one ETFs 38:58 — TLT as widowmaker and the search for yield without duration risk 40:36 — AAA CLOs, active fixed income, and aggregate bond ETFs 43:07 — CTAs, trend following, and the rise of alternatives in Canada 44:30 — Why GIC sectors are becoming antiquated — and what's replacing them 45:48 — DRAM, memory chips, and the new thematic precision playbook 47:11 — Single stock ETFs: access, covered call overlays, and trade-offs 49:07 — The #1 ETF liquidity misconception — and the three layers advisors need to know 53:28 — Best execution practices: limit orders, timing, and when to call the desk #ETF #CanadianETF #ETFInvesting #PortfolioConstruction #CoveredCallETF #AssetAllocation #XEQT #FixedIncome #AlternativeInvestments #WealthManagement #FinancialAdvisor #InvestmentStrategy #ETFLiquidity #RBCCapitalMarkets #MarketOutlook #ThematicETF #PassiveInvesting #ETFTrading #InsightIsCapital #AdvisorAnalyst

Matt and Jono are joined by Brien (NRL Physio) to tackle the chaos of the Round 15 major bye. With Mark Nawaqanitawase unavailable due to Origin duties, SuperCoach's are scrambling to work out whether it's worth tearing up their squads just to field 13 players this weekend that aren't in the long term plans. The boys break down the best strategies, trade priorities, and whether chasing numbers could do more harm than good in the run home.Chapters(00:00) Welcome to Round 15 TLT!(07:36) Ballr Blueprint: Are 13 players essential this week?(14:44) Brien Blueprint: Injury insights for soon to return players(29:15) Hooker: Is there a case to sell Harry?(34:41) Front Row: Jackson Ford and Terrell May headline premium purhcases(42:39) 2RF: David Fifita could be ready to explode(54:12) Halfback: Hold or sell Cleary?(01:03:19) 5/8: Too late for Tricky Trindall(01:03:38) CTW: Who are the best options to hold for the rest of the year?(01:18:30) Fullback: Is there a strong case for any POD's?(01:24:12) Captaincy Chat(01:27:34) Wrapping Up Round 15 TLTCheck out our stats and data on https://ballr.live, including the fastest match centre in all of NRL SuperCoach, the most accurate player projections and the 'Team Builder' feature. You can also ask anything you need to help your team in our Discord. Our contributors and community are always happy to help, and it's the only place where your questions and opinions could end up on the podcast. Join now at https://ballr.live/discordFollow us on our social media channels for more.TikTok: https://www.tiktok.com/@ballr.sportsX: https://x.com/ballrNRLInstagram: https://www.instagram.com/ballr_nrlFacebook: https://www.facebook.com/ballrNRLYouTube: https://www.youtube.com/@ballr.sports

In this Daily Editorial, I sit down with TG Watkins, Director of Stocks at Simpler Trading and Editor of the Profit Pilot website and YouTube channel, to parse through the noise of the current macro headlines and focus strictly on what the charts are telling us. As geopolitical tensions, interest rate speculation, and inflation data continue to flood the news cycle, this conversation digs deep into price action to uncover where the real momentum is hiding and where the next big shifts are likely to occur. Here is a summary of the key topics discussed in this episode: Precious Metals Consolidation vs. Copper Strength: An overview of the current sideways movement in gold and silver as they test critical moving averages, contrasted with the undeniable structural strength and underlying demand driving copper and copper equities. Interest Rates, Bond Support, and Oil Dynamics: A technical look at the critical support levels for TLT and bonds, combined with an analysis of why cooling oil prices could soon alleviate the pressure on interest rates. The S&P 500 Equal-Weight Breakout: Why the recent all-time highs in the equal-weight S&P (RSP) reveal a much healthier, broader market breadth than the bearish headlines suggest. AI-Driven Power Generation and Tech Rotations: A discussion on the shifting opportunities within tech, specifically focusing on energy infrastructure, small modular nuclear reactors, and under-the-radar financial stocks. The Airlines and Oil Pairs Trade: How a distinct technical divergence between airline stocks and crude oil reveals a compelling pair-trade opportunity for savvy investors.   Stocks and Symbols Mentioned: S&P 500 Equal-Weight ETF (RSP), Gold Miners ETF (GDX), SPDR Gold Shares (GLD), iShares 20+ Year Treasury Bond ETF (TLT), United States Oil Fund (USO), U.S. Global Jets ETF (JETS), Navitas Semiconductor (NVTS), SoFi Technologies (SOFI), Robinhood Markets (HOOD), B. Riley Financial (RILY), Generac Holdings (GNRC), Iris Energy (IREN), Wolfspeed (WOLF), Hut 8 (HUT), Riot Platforms (RIOT), Oklo Inc. (OKLO), NuScale Power (SMR), Delta Air Lines (DAL), Southwest Airlines (LUV).    Click here to visit TG's site - Profit Pilot - https://www.profit-pilot.com/   Click here to visit the Profit Pilot YouTube page - https://www.youtube.com/@Profit-Pilot    ------------------------- For more market commentary & interview summaries, subscribe to our Substacks:  The KE Report: https://kereport.substack.com/  Shad's resource market commentary: https://excelsiorprosperity.substack.com/ Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

Pedro Gutiérrez volvió a Insiders y no dejó indiferente a nadie. Desde cómo convirtió 5.000€ en casi 1 millón con GameStop con solo 18 años, pasando por su apuesta en TLT cuando nadie veía la inflación, hasta cómo detectó Meta a 90$ cuando el mercado la daba por muerta. Hoy nos cuenta también por qué tiene UnitedHealth como su gran apuesta actual, por qué el dividendo le parece "la peor estrategia que existe", y qué piensa de Michael Saylor y Bitcoin. Un episodio sin filtros, con opiniones que generan debate y una trayectoria inversora difícil de ignorar. Dos cosas que debes saber: 1 - Cada día mandamos un email con una idea, estrategia o reflexión privada para que avances más rápido en tu camino como inversor. El de hoy ya te lo has perdido, si quieres recibir el de mañana, te apuntas en: https://locosdewallstreet.com/7-errores/ 2 - Al apuntarte recibes un video titulado «7 errores fatales (muy habituales) en la selección de oportunidades en bolsa». Me da igual en lo que inviertas, tus años de experiencia o el tamaño de tu cartera. Si inviertes deberías verlo (antes de tomar una decisión de la que poder arrepentirte). Lo recibes al apuntarte en nuestra newsletter aquí: https://locosdewallstreet.com/7-errores/ ══════════════ DISCLAIMER El contenido de este canal de YouTube tiene exclusivamente fines educativos y no constituye asesoramiento financiero ni recomendaciones de inversión. Todos los temas tratados están diseñados para ayudar a los espectadores a entender mejor el mundo de las finanzas, pero las decisiones de inversión deben tomarse de forma personal y bajo la responsabilidad de cada individuo. Invertir en mercados financieros conlleva riesgos significativos debido a su complejidad y volatilidad. Es posible perder parte o la totalidad del capital invertido. Por ello, es fundamental que realices tu propio análisis antes de tomar cualquier decisión y, si lo consideras necesario, consultes con un profesional financiero acreditado. Recomendamos: - Contar con un fondo de emergencia equivalente a al menos tres meses de tus gastos básicos antes de invertir. - Analizar muy detenidamente y con precisión cualquier inversión. - En caso de duda consultes con un asesor financiero certificado por CNMV - Mantenerte alejado de promesas de rentabilidades astronómicas, dinero rápido u otros esquemas engañosos. En Locos de Wall Street, nuestra misión es fomentar una educación financiera sólida, ética y accesible para todos, ayudando a nuestros seguidores a tomar decisiones informadas y responsables. ÍNDICE 00:00 – Intro y presentación de Pedro Gutiérrez 02:30 – Cómo llegó Pedro al mundo de la inversión 03:30 – GameStop: de 5.000€ a medio millón con 18 años 08:15 – La apuesta en TLT y cómo detectó la inflación 11:30 – Meta a 90$: por qué el mercado se equivocaba 15:40 – Concentración vs. diversificación: su filosofía inversora 38:50 – Nvidia en corto: el error de timing que le costó caro 39:00 – Bitcoin y Michael Saylor: ¿genio o imprudente? 53:30 – UnitedHealth: su gran apuesta actual 1:26:10 – Basic Fit: el gimnasio que quiere monopolizar Europa 1:44:08 – Analog Devices: la apuesta silenciosa en la automatización 1:49:00 – ¿A quién invitaría Pedro al podcast? #locosdewallstreet #Insiders #InversiónEnBolsa #ValueInvesting #UnitedHealth #GameStop #PedroGutiérrez #Bitcoin #Dividendos #Bolsa #Finanzas #MichaelSaylor #BasicFit #AnalogDevices ══════════════

On this edition of The Hot Options Report, Mark Longo breaks down a massive day in the options market where Nvidia ($NVDA) continues its historic run, crushing all-time highs and leading the volume tape with over 5 million contracts. We also dive into the "Little Wing" scan, uncovering 116 low-cost, high-volume opportunities in names like $TLT, $IWM, and $SOFI. Inside this episode: The Little Wing Scan: We highlight the top 3 high-conviction trades priced under a nickel. The Big 10 Countdown: Analysis of the heavy hitters including $MSTR, $MU, $AAPL, and $MSFT. Unusual Activity in Ford: Why traders are suddenly piling into July $17 calls for $F. Tech Check: A look at the reversal in $INTC and the earnings-driven surge in $ONDS. Zero-Day Drama: Why traders are wagering big on $TSLA and $NOK ahead of Friday's expiration. Get more options data at TheHotOptionsReport.com.

The Last Trade: Jackson, Michael, and Brian break down PTJ's bitcoin conviction, equities at 252% of GDP, TradFi's gold underweight, Sztorc's "eCash" fork, the Strategic Bitcoin Reserve tease, & why custody governance rights matter.---

Is the volatility dream dead, or is Bitcoin just growing up? In this episode, host Mark Longo is joined by Mr. Bill Ulivieri of Cenacle Capital Management to break down a surprisingly "sleepy" couple of weeks in the digital asset space. As Bitcoin rallies toward the $72k mark, the crew explores why implied volatility (IV) is cratering and whether BTC has officially transitioned into a "risk-free" asset suitable only for "widows and orphans." In this episode, we dive into: The Bitcoin Breakdown: BTC's climb to $72,352 and why 30-day IV has dropped nearly 10 points. IBIT Analysis: How the flood of equity flow into Bitcoin ETFs is "killing the juice" for option traders. Altcoin Universe: A look at the Top 10 market caps, the persistence of Tron, and why Ethereum feels like the "next TLT." The "Degen" Corner: Introducing C-CUP (the T-Rex 2x Long Daily Target ETF) for those who find Circle too boring. Stacks (STX): Why Bill is eyeing this "forgotten" token as a massive AI + Bitcoin infrastructure play. Mainstream Adoption: The impact of the new Visa Bitcoin Rewards card and what it means for annual supply.

Is the volatility dream dead, or is Bitcoin just growing up? In this episode, host Mark Longo is joined by Mr. Bill Ulivieri of Cenacle Capital Management to break down a surprisingly "sleepy" couple of weeks in the digital asset space. As Bitcoin rallies toward the $72k mark, the crew explores why implied volatility (IV) is cratering and whether BTC has officially transitioned into a "risk-free" asset suitable only for "widows and orphans." In this episode, we dive into: The Bitcoin Breakdown: BTC's climb to $72,352 and why 30-day IV has dropped nearly 10 points. IBIT Analysis: How the flood of equity flow into Bitcoin ETFs is "killing the juice" for option traders. Altcoin Universe: A look at the Top 10 market caps, the persistence of Tron, and why Ethereum feels like the "next TLT." The "Degen" Corner: Introducing C-CUP (the T-Rex 2x Long Daily Target ETF) for those who find Circle too boring. Stacks (STX): Why Bill is eyeing this "forgotten" token as a massive AI + Bitcoin infrastructure play. Mainstream Adoption: The impact of the new Visa Bitcoin Rewards card and what it means for annual supply.

In this powerful conversation, Teresa Syms shares her journey of healing after a lifetime of abuse, trauma, and grief. Following a near-fatal fall that left her with a serious back injury, she was guided to face unresolved emotional wounds and make her own healing a priority.

In this episode we answer emails from TJ, John and Optimus Bill.  We discuss TJ's modified Golden Ratio portfolio and backtests, maximizing withdrawals with flexibility, ZROZ vs. TLT simulated leverage, gambling problems, intermediate accumulation to pay down a mortgage, and assorted allocations questions about mid-caps and other funds.We also talk about our Fairfax CASA fundraiser in our Queen Mary segment and a recent Catching Up to FI presentation at the end.Links:Links:Fairfax CASA Donation Page:  Donate - Fairfax CASATJ's Portfolio:  testfol.io/?s=gJEgezdqVdyPortfolio Charts Risk Parity style Accumulation Article:  Minimize Your Miss – Portfolio ChartsRisk Parity Chronicles ZROZ vs. TLT Analysis:  Bond Allocation Sizing - Google SheetsRisk Parity Chronicles KBWP Article:  The Search for a Low-Beta Equity Unicorn - by JustinCatching Up to FI Presentation:  Catching Up To FI Illinois/Wisconsin Meeting Presentation - YouTubeCatching Up to FI Presentation Slides:  The_Risk_Parity_Mission for Catching Up To FI.pdf - Google DriveCatching Up to FI Presentation Summary Video:  Catching Up To FI Risk Parity Portfolios Meeting and Presentation.mp4 - Google DriveBreathless Unedited AI-Bot Summary:A listener writes from overseas with a situation that strips retirement down to the essentials: no pension, no Social Security “backup plan,” and a real need to get the portfolio right. We walk through his modified Golden Ratio style allocation using growth and value funds, small-cap value tilts, long-duration Treasury strips, gold, and alternatives like DBMF, then talk about what matters more than a pretty spreadsheet: whether you can live with the drawdowns and keep the plan steady for decades.From there we get practical about retirement withdrawals and the assumptions hiding underneath them. We explain why a 5.5% withdrawal rate can be realistic when you pair it with flexible rules like a floor and ceiling approach, and why “inflation” is not one number that applies to everyone. If you're living abroad, spending in another currency, or even willing to relocate, your personal inflation experience can diverge from CPI, which changes how you should think about risk, resilience, and what flexibility is worth.We also tackle the investor temptations that never seem to go away: debating ZROZ versus TLT, obsessing over duration ratios, and tinkering with allocations when the market gets loud. We share a simple constraint that helps many DIY investors stay sane: build a small sandbox for experiments so your core portfolio stays intact. We finish with an intermediate accumulation question about investing toward a future mortgage payoff, plus a clear framework for why splitting short and long Treasurys can be useful, and why international diversification often shows up as currency exposure in modern markets. Subscribe, share this with a friend who's rebuilding their portfolio, and leave a review with the withdrawal rate question you're trying to answer.Support the show

Ed Dowd joins us to break down slowing GDP, controversial jobs data, the AI investment bubble, and why bonds could outperform in a major risk-off environment.We discuss recession risks, private credit stress, sector rotation, and what investors may be missing as markets approach a critical turning point.#inflation #economy #gold ------------

Want the latest news, analysis, and price indices from power markets around the globe - delivered to your inbox, every week?Sign up for the Weekly Dispatch - Modo Energy's unmissable newsletter.https://bit.ly/TheWeeklyDispatchThe UK energy transition faces a critical bottleneck: a planning system crippled by risk aversion and procedural overload. In this episode, we explore the reality behind infrastructure delivery, from the 47 recommendations of the UK Prime Minister's nuclear regulatory task force to the exploding demand for data centers. In this episode, Mustafa Latif-Aramesh (Partner and Parliamentary Agent at TLT ) joins Ed to examine how overlapping regulation and institutional duplication push developers toward compliance theatre rather than meaningful environmental protection, epitomised by Hinkley Point C's infamous £700 million “fish disco.” The conversation explores what it would take to move the UK from a process-obsessed planning regime to one that rewards outcomes, accelerates delivery, and underpins the next wave of digital and energy infrastructure.Key topics covered:Why the UK's infrastructure planning system prioritises administrative process over real environmental outcomes.How spending £700 million to protect a fraction of a salmon population reveals a breakdown in regulatory proportionality.Whether a single Nuclear Regulatory Commission could cut duplicative red tape and unlock faster decommissioning and new nuclear build.Is the Planning Inspectorate equipped to handle 500 proposed data centres alongside the wider energy transition?Can co-locating Small Modular Reactors (SMRs) with data centres address the sector's “five nines” reliability challenge?About our guestMustafa Latif-Aramesh is a Partner at the law firm TLT, where he specialises in infrastructure planning across the entire energy spectrum from transmission lines and battery storage to wind, solar, and nuclear. He recently served on the Prime Minister's Nuclear Regulatory Task Force, a specialist group established to diagnose why building nuclear capacity in Britain takes so long and to identify solutions for expediting deliveryWorking alongside industry leaders and economists, Mustafa helped author a report containing 47 recommendations designed to eliminate regulatory duplication and shift the system's focus from administrative process to tangible outcomes. Beyond nuclear, he advises on the planning challenges facing the UK's rapidly expanding data center pipeline, advocating for a system that balances environmental standards with the need for critical infrastructure. You can follow his analysis on TLT's infrastructure planning blog. Connect with Mustafa on Linkedin here. About Modo EnergyModo Energy helps the owners, operators, builders, and financiers of battery energy storage understand the market — and make the most out of their assets.All episodes of Transmission are available to watch or listen to on the Modo Energy site. To stay up to date with our analysis, research, data visualisations, live events, and conversations, follow us on LinkedIn. Explore The Energy Academy, our bite-sized video series explaining how power markets work.

Want the latest news, analysis, and price indices from power markets around the globe - delivered to your inbox, every week?Sign up for the Weekly Dispatch - Modo Energy's unmissable newsletter.https://bit.ly/TheWeeklyDispatchThe UK energy transition faces a critical bottleneck: a planning system crippled by risk aversion and procedural overload. In this episode, we explore the reality behind infrastructure delivery, from the 47 recommendations of the UK Prime Minister's nuclear regulatory task force to the exploding demand for data centers. In this episode, Mustafa Latif-Aramesh (Partner and Parliamentary Agent at TLT ) joins Ed to examine how overlapping regulation and institutional duplication push developers toward compliance theatre rather than meaningful environmental protection, epitomised by Hinkley Point C's infamous £700 million “fish disco.” The conversation explores what it would take to move the UK from a process-obsessed planning regime to one that rewards outcomes, accelerates delivery, and underpins the next wave of digital and energy infrastructure.Key topics covered:Why the UK's infrastructure planning system prioritises administrative process over real environmental outcomes.How spending £700 million to protect a fraction of a salmon population reveals a breakdown in regulatory proportionality.Whether a single Nuclear Regulatory Commission could cut duplicative red tape and unlock faster decommissioning and new nuclear build.Is the Planning Inspectorate equipped to handle 500 proposed data centres alongside the wider energy transition?Can co-locating Small Modular Reactors (SMRs) with data centres address the sector's “five nines” reliability challenge?About our guestMustafa Latif-Aramesh is a Partner at the law firm TLT, where he specialises in infrastructure planning across the entire energy spectrum from transmission lines and battery storage to wind, solar, and nuclear. He recently served on the Prime Minister's Nuclear Regulatory Task Force, a specialist group established to diagnose why building nuclear capacity in Britain takes so long and to identify solutions for expediting deliveryWorking alongside industry leaders and economists, Mustafa helped author a report containing 47 recommendations designed to eliminate regulatory duplication and shift the system's focus from administrative process to tangible outcomes. Beyond nuclear, he advises on the planning challenges facing the UK's rapidly expanding data center pipeline, advocating for a system that balances environmental standards with the need for critical infrastructure. You can follow his analysis on TLT's infrastructure planning blog. Connect with Mustafa on Linkedin here. About Modo EnergyModo Energy helps the owners, operators, builders, and financiers of battery energy storage understand the market — and make the most out of their assets.All episodes of Transmission are available to watch or listen to on the Modo Energy site. To stay up to date with our analysis, research, data visualisations, live events, and conversations, follow us on LinkedIn. Explore The Energy Academy, our bite-sized video series explaining how power markets work.

Kick off the second full trading week of 2026 with Mark Longo (The Options Insider Media Group) and Uncle Mike Tosaw (St. Charles Wealth Management) as they navigate a market that seemingly "doesn't give an F" about geopolitical turmoil. From potential military interventions to the Fed chair vs. the President, the panel breaks down why the S&P 500 continues to climb a wall of worry while the VIX remains suppressed. In this episode, we break down: The Trading Block: A look at the "Mad New Year" so far. Why is the VIX ignoring the headlines? Plus, a deep dive into the massive volume in Tesla ($TSLA), Nvidia ($NVDA), and the return of the Feb 15 VIX puts. The Odd Block: Unusual activity in newcomers Standard Lithium ($SLI) and Amprius Technologies ($AMPX). Is someone getting "AMP'd" up for a breakout? Smurfette Returns: We revisit the corrugated packaging play Smurfit WestRock ($SMURF). Is the Feb 50 call a smart overwrite or a speculative gamble ahead of earnings? Strategy Block: Uncle Mike discusses the current bond environment and why it might finally be time to look at covered calls on $IEF or $TLT for extra yield. Around the Block: What to expect from the official kickoff of earnings season with the big banks (JPM, WFC, BAC) reporting later this week.

Hugh Hendry, "The Acid Capitalist," returns to the Julia La Roche Show. Hendry breaks down his "macro compass" portfolio framework: 25% equities (overweight Japanese stocks after their 35-year breakout), 25% US treasuries (buying TLT after a 50% decline), 25% alternatives (Bitcoin over gold due to market cap), and 25% strategic cash. His thesis: the treasury market is so large (100% of GDP) that it's prevented inflation despite massive deficit spending, but AI will cause 20% unemployment within 2-3 years. That unemployment will force governments into redistribution mode, finally breaking the system's ability to contain inflation. He discusses why tech valuations are near peak, why the yen carry trade matters, and why sterling may be the first major currency to collapse as the UK's service economy gets hit hardest by AI displacement.Hendry founded Eclectica Asset Management, a global macro hedge fund that was pretty much uncorrelated to everything in the financial universe. Hugh started Eclectica in 2002 and ran for 15 years before closing in 2017. He made more than 30% in 2008 betting against banks.This episode is brought to you by VanEck. Learn more about the VanEck Rare Earth and Strategic Metals ETF: http://vaneck.com/REMXJuliaLinks: Twitter/X: https://twitter.com/hendry_hugh Substack: https://hughhendry.substack.com/Podcast: https://podcasts.apple.com/us/podcast/the-acid-capitalist-podcast/id1511187978 YouTube: https://www.youtube.com/@HughHendryOfficial00:00 - Intro00:52 - The macro compass: 4 quadrant portfolio framework03:52 - Quadrant 1: Equities & why Hugh loves Japanese stocks06:10 - Pattern recognition: Buying 35-year breakouts08:32 - Quadrant 2: US treasuries (TLT) after 50% collapse10:35 - The AI singularity & 20% unemployment prediction12:48 - Cheap labor is over: The end of the China era15:07 - Why corporations will shed jobs (but won't admit it yet)18:37 - Quadrant 3: Gold vs Bitcoin - market cap analysis22:03 - Why Hugh prefers Bitcoin over gold25:46 - The currency quadrant: Which currencies to hold28:15 - Why the dollar may weaken despite being "king"32:28 - Hugh's trade of the year: Yen carry unwind38:42 - The reflexivity problem: AI makes everything cheaper43:15 - Why we didn't get hyperinflation despite massive printing48:29 - The treasury market as a "fire gap" stopping inflation53:14 - Tech valuations: Are we in a bubble?58:36 - Why Hugh thinks we're near peak valuations1:02:44 - Why the treasury market stopped inflation (100% of GDP)1:04:31 - The chaos trigger: 20% unemployment will break everything1:05:00 - Youth unemployment & the rise of socialist politics1:06:23 - NYC mayor & the "no billionaires" movement1:07:06 - The UK disaster: Disability spending & currency collapse1:09:34 - Sterling as first currency casualty of AI