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18/2 La Bce smentisce le indiscrezioni dell'FT su possibile addio anticipato di Lagarde prima di ottobre 2027 (pre- elezioni francesi): “focalizzata sul suo mandato, non ha preso decisioni”. L'Asia ritrova slancio con il Tech. Nikkei e Topix in verde, Il Giappone avvierà una prima tranche di investimenti in Usa da 36 miliardi di dollari. Incontro Trump-Takaichi il 19 marzo. Export a Gennaio +17%, l'avvertimento del FMI sulle politiche fiscali. Wall Street prudente, oggi minute Fomc. Cosa preoccupa il mercato? La strategia “HALO” di Jpm. Anthropic lancia Claude Sonnet, nuovo LLM più potente e punta a investire 80mld nel cloud al 2027. Meta rafforza la partnership con Nvidia su GPUs, piattaforme e acceleratori AI. Berskshire Hathaway: Buffett nel 4Q ha scaricato Amazon e Apple, entra nel New York Times. Apple event il 4 marzo: tutto quello che dovete sapere. Petrolio stabile dopo colloqui Usa-Iran a Ginevra, oro, argento e Bitcoin in lieve recupero. Europa prudente, i settori su cui puntano i gestori. Focus su sterlina e BOE dopo dato sul lavoro, oggi inflazione. In cdm arriva il decreto energia. Oggi conti di Edison, BPM da Bce via libera modifiche statutarie. Learn more about your ad choices. Visit megaphone.fm/adchoices
「株価が大きく値下がり…節目の5万7000円割れ “AIが業務代替”警戒感からアメリカ市場株価下落の流れ引き継ぐ」 日経平均株価が一時900円を超えて大きく値下がりしました。13日の東京株式市場は幅広い銘柄に売りが広がり、平均価格は一時、節目の5万7000円を割り込みました。アメリカ市場で、高性能なAIがこれまでのサービスの需要を奪うとの警戒感から、株価が大幅に下落した流れを引き継いだもので、今週に入り、日経平均株価が急ピッチで上昇していたことによる過熱感を意識した利益確定の売りも相場を押し下げました。13日の東京株式市場の日経平均株価、終値は、12日に比べ、697円87銭安い、5万6941円97銭、TOPIX(東証株価指数)は、3818.85でした。
Silver, Gold and Crypto (oh my) Hang on – Wild ride here Superbowl, Olympics- Wait until you hear about the CAPex spending! Shakeup in Dietville 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? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Interactive Brokers Warm-Up - Silver, Gold and Crypto (oh my) - Need a stock for CTP - Hang on - Wild ride here - Superbowl, Olympics- Wait until you hear about the CAPex spending! - Shakeup in Dietville Markets - Massive moved during the week - - Bitcoin clipped $60k before rebounding - DJIA tops 50,000 for the first time - Wait until you hear about the CAPex spending! - CAT == 1,100 points on the DJIA in 2026 Superbowl and Superbowl ads - Game review - Any ad stick out? - $10M per ad this year - Half Time with Bad Bunny? - Anthropic busting on OpenAi Last Week! - Massive moved - quick calc showed that about $1T was wiped from market caps in the sell-off, particularly in tech names. - HOWEVER - Friday alone is estimated to have added $1.5T to market cap AI Ripping Through - Plenty of names getting cooked over AI announcements - First it was the software companies - Now there are names in legal and finance that got clocked - Today - Altruist.ai can do tax planning and that hurt companies in financial space Earnings Season Update - Reporting so far: 59% of S&P 500 companies have reported Q4 2025 results. - Beat rate: 76% have topped EPS estimates (vs. 5-yr average: 78% (slightly lower) vs. 10-yr average: 76% (in line) - Magnitude of beats (aggregate): earnings are 7.6% above estimates vs. 5-yr average: 7.7% (about the same) vs. 10-yr average: 7.0% (a bit better) - Nothing great, like Goldilocks Earnings Highlights - Palantir (PLTR): Reported strong Q4 results early in the week , beating estimates with revenue ~$1.41B (vs. ~$1.33B expected) and EPS $0.25 (vs. $0.23). Guidance for 2026 was upbeat (~61% revenue growth). Shares rallied sharply initially (~7–11% post-earnings), but gave back some gains amid broader tech volatility (e.g., down ~11–22% in parts of the week from peaks). - AMD: Reported mid-week, beating EPS (~$1.53 vs. lower expectations) with solid data center growth (~39%). However, Q1 guidance disappointed relative to high expectations in the AI chip space. Shares sank dramatically — down ~15–17% the next day, with some reports noting up to 20%+ drops at points, contributing to broader chip sector pressure. - Alphabet (GOOGL/GOOG): Reported beating on revenue (~$113.8B) and EPS (~$2.82), with strong core performance. But capex guidance for 2026 ($175–$185B, roughly double prior levels) sparked AI spending worries. Shares dipped post-earnings (down ~0.5–5% initially, flat to lower the next day, with some volatility pulling it below key moving averages). - Amazon (AMZN): Reported after hours on February 5, with mixed results — EPS ~$1.95 (narrow miss vs. ~$1.97 expected), but solid overall. The big negative was a surprise $200B capex forecast for 2026 (well above expectations), tied to AI/cloud buildout. Shares plunged sharply — down ~7–10% in after-hours/extended trading, with Friday moves around -5–8% in some sessions. Recent Tech CAPEX announcements - Amazon (AMZN) — Guided to approximately $200 billion in capex for 2026 (a massive jump from ~$125–131 billion in 2025, with ~80% likely AI-related per analyst commentary). This was the largest single-company figure and a major surprise, contributing heavily to the week's "wild" reactions. - Alphabet (GOOGL/GOOG) — Guided to $175–185 billion in capex for 2026 (roughly double the $91 billion spent in 2025, far above analyst expectations of ~$115–119 billion). Emphasis was on AI compute capacity, servers, data centers, and networking to meet demand for Gemini and cloud services. - Meta Platforms (META) — Guidance from late January (but heavily discussed last week): $115–135 billion for 2026 (up significantly from ~$70–72 billion in 2025, potentially an ~87% increase). - Microsoft (MSFT) — No new full explicit 2026 guidance in early February (fiscal year runs July–June), but recent quarterly run-rate and analyst projections put it around $97–145 billion (with some sources citing ~$105 billion or higher based on Q2 spending trends and signals of continued growth from prior levels of ~$88 billion in FY2025). ------!!!!Combined 2026 capex projected at $635–665 billion (low/high ends) or up to $650–700 billion in some reports — a ~60–74% increase from their collective ~$381 billion in 2025. Market Reaction from all of this.... - Markets were a bit spooked on the Anthropic announcement earlier in the week - software sold off and set a sour mood - Microsoft dumped pretty hard as the amount of spend was higher than anticipated, especially with some slower growth in Azure. - Amazon took a beating on the increased spend they anticipate *(extra by $50B) - BUT: Friday markets rallied as there was realization that the $200B spend by Amazon would seep into the economy and fuel infrastructure spending along with chips, tech etc. Other Earnings of Interest - Reddit reported fourth-quarter earnings on Thursday in which the social media company beat on the top and bottom lines. - The company said it expects first-quarter sales to come in the range of $595 million to $605 million, which is higher than Wall Street expectations of $577 million. - Reddit also announced a $1 billion share repurchase program. - Reddit gets about $250 million a year from OpenAi and Google to have your data for training their LLMs While we are on the subject - Friday, DJIA hit 50,000 - first time ever! - Up 1,200 point of which approx 350 was from caterpillar and 280 was from Goldman Sachs Hats off to WalMart - Walmart Inc. shares pushed its market capitalization past $1 trillion on Tuesday for the first time ever| - Big transformation over the pst year - Walmart has maintained its appeal to households looking for value, its online offerings are drawing new, wealthier shoppers seeking convenience. Google Bond Offering - Issuing several tranches of bonds, denominated in Stirling - one as long as 100 years - Would you buy that? - The Google parent is set to raise $20 billion from a US dollar bond offering on Monday — more than the $15 billion initially expected — and is also pitching investors on what would be its first ever offerings in Switzerland and the UK. - The latter would include a rare sale of 100-year bonds, the first time a tech company has tried such an offering since the dotcom frenzy of the late 1990s Fat Profits in Dietville - Really interesting sequence of events happening... - Hims launches compounded pill at prices as low as $49 per month - Analysts cite questions on efficacy, legality of pill - Hims' move shifts focus from Novo's strong Wegovy pill launch - Broader obesity market whipsawed as pricing pressure rises THEN.. - Hims and Hers Health shares dive 14% after hours on Friday (Down 25% on Monday) - FDA cites concerns over quality, safety, federal law - The U.S. Food and Drug Administration said on Friday it would take action against telehealth provider Hims & Hers, for its $49 weight-loss pill, including restricting access to the drug's ingredients and referring the company to the Department of Justice for potential violations of federal law. AND.... - Eli Lilly last Wednesday posted fourth-quarter earnings and revenue and 2026 guidance that blew past estimates, as demand for its blockbuster weight loss drug Zepbound and diabetes treatment Mounjaro soars. - The pharmaceutical giant anticipates its 2026 revenue will come in between $80 billion and $83 billion. Analysts expected revenue of $77.62 billion, according to LSEG. - Meanwhile, NOVO had a really bad outlook that took the shares down 13% after the report. Japan Markets Soar - Japanese stocks jumped to a record high Monday, leading gains in the region after Prime Minister Sanae Takaichi won a landmark election victory. - The ruling Liberal Democratic Party captured a two-thirds supermajority in the 465-seat lower house, public broadcaster NHK reported. - Japan's Nikkei 225 jumped past 57,000 for the first time before paring gains to close 3.9% higher at 56,363.94, while the Topix also notched a record high, closing at 3,783.94, up 2.3%. Employment Report? - Government shutdown is forcing them to postpone again (Which is dumb) - Number due this Wednesday - Maybe because of this:U.S. employers announced 108,435 layoffs for the month, up 118% from the same period a year ago and 205% from December 2025. The total marked the highest for any January since 2009. - At the same time, companies announced just 5,306 new hires, also the lowest January since 2009, which is when Challenger, Gray & Christmas began tracking such data. - Also, job openings fell sharply in December to 6.54 million, to their lowest since September 2020. - Available jobs are down by more than 900,000 just since October. - NO! Ai and advancements in tech have noting to do with this! NO NO NO M&A - Texas Instruments Inc. has reached an agreement to buy Silicon Laboratories Inc. for about $7.5 billion, deepening its exposure to several markets for chips. - Silicon Labs investors will receive $231 in cash for each share of the company's common stock and the transaction is expected to close in the first half of 2027. - The transaction still needs to win approval by investors in Silicon Labs and shares of Silicon Labs surged by 51% to $206.48 after the announcement. Inflation - This helps - PepsiCo (PEP.O), opens new tab will cut prices on core brands such as Lay's and Doritos by up to 15% following a consumer backlash against several previous price hikes, the snacks and beverage maker said on Tuesday after it topped fourth-quarter results. Miran - Moving - Federal Reserve Governor Stephen Miran is leaving his post as chair of the Council of Economic Advisers, CNBC has confirmed. - He joined the CEA in January 2025, but had been on leave from that post since last September when he filled the unexpired term of former Fed Governor Adriana Kugler.- He reamins on Fed board No Biggie???? - There are some astonishing cased being reported of Bad AI in the operating room - JNJ's TruDi Navigation System - Since AI was added to the device, the FDA has received unconfirmed reports of at least 100 malfunctions and adverse events. - At least 10 people were injured between late 2021 and November 2025, according to the reports. Most allegedly involved errors in which the TruDi Navigation System misinformed surgeons about the location of their instruments while they were using them inside patients' heads during operations. - Cerebrospinal fluid reportedly leaked from one patient's nose. In another reported case, a surgeon mistakenly punctured the base of a patient's skull. In two other cases, patients each allegedly suffered strokes after a major artery was accidentally injured. Cuba - The main airport has putt out a bulletin that they are out of Jet Fuel - Blackouts and lack of other fuels are creating big problems - No airlines have stopped running at this point, but many will as they cannot refuel - This is a bigger problem for cargo planes (supplies) that may not be able to risk flying to Cuba as they will not be able to get out. Love the Show? Then how about a Donation? ANNOUNCING THE WINNER OF THE THE CLOSEST TO THE PIN CUP 2025 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
S&P futures are pointing to a flat open today ahead of data on durable goods orders and Q3 GDP updates. Asian equities ended mostly higher on Tuesday, though momentum faded in afternoon trade. Japan's Nikkei was flat, while the Topix saw modest gains. Greater China markets were narrowly mixed. European markets are modestly higher in early trades.Companies Mentioned: NVIDIA
Goodbye JBU! Hello Gabe's new pod! Please stick around!! A listener writes in asking what to do if her partner doesn't want to get married. The duo want your follow ups to your past IQs! The last Hypotheticals is played. A partner sleeps in the nude on business trips with their coworker. You're new at work and a man in another department wants to show you the ropes. A parent fakes night terrors for a good reason? And then, talking about ending the show and reminiscing about our time together.Check out all of our content on Patreon, Ad Free! Watch the full episodes of TLDRI, listen to the full episodes of The Variety Show, watch the International Question and Topix videos, join us for a monthly livestream, PLUS MORE:https://www.patreon.com/justbetweenusThis has been a Gallison ProductionProduced by Melisa D. Monts and Diamond MPrint ProductionsOur Sponsors:* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.comSupport this podcast at — https://redcircle.com/just-between-us/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
Allison and John can use “pregnant wife” when she's hungry. Then, an OP deals with a daughter in law who wants her to make a very intense coffee order for her in the mornings. A woman admits in her vows IN FRONT OF EVERYONE that she scammed her husband into marrying her. Melisa and Gabe share how to work smarter not harder when trying to get a love interest's attention. The classic Gen Z v Millennial debate rages on. For our final Reddit or not, will a couple break up if they can't share a bath?Check out all of our content on Patreon, Ad Free! Watch the full episodes of TLDRI, listen to the full episodes of The Variety Show, watch the International Question and Topix videos, join us for a monthly livestream, PLUS MORE:https://www.patreon.com/justbetweenusThis has been a Gallison ProductionProduced by Melisa D. Monts and Diamond MPrint ProductionsOur Sponsors:* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.comSupport this podcast at — https://redcircle.com/just-between-us/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
Allison's preparing her nails for the arrival of her baby. A listener writes in asking if it was a mistake not to settle down when they were younger. Then, therapist Emma Kazarian (Allison's other BFF) joins the show to talk about working as a relationship OCD therapist and couples therapist while having OCD herself. And in Topix, Allison is not looking forward to writing Thank You Notes.Check out all of our content on Patreon, Ad Free! Watch the full episodes of TLDRI, listen to the full episodes of The Variety Show, watch the International Question and Topix videos, join us for a monthly livestream, PLUS MORE:https://www.patreon.com/justbetweenusThis has been a Gallison ProductionProduced by Melisa D. Monts and Diamond MPrint ProductionsSupport this podcast at — https://redcircle.com/just-between-us/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
Going hardcore from the beginning. r/justnofamily brings a tale of a mother in law forcing unmarried older sisters to dance in a pig trough during the wedding reception. Can animals talk with buttons? An OP learns that they don't like dating multiple people while their partner does -- but they're still polyam. A parent worries their children are idiots. A front desk worker watches two people have an insane break up where they spill all the tea in the lobby. Hunter Biden is hot. Zohran is hot. An OP wonders if all American parents are so strict with their children. And finally, Chinese zodiac signs.Check out all of our content on Patreon, Ad Free! Watch the full episodes of TLDRI, listen to the full episodes of The Variety Show, watch the International Question and Topix videos, join us for a monthly livestream, PLUS MORE:https://www.patreon.com/justbetweenusThis has been a Gallison ProductionProduced by Melisa D. Monts and Diamond MPrint ProductionsOur Sponsors:* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.comSupport this podcast at — https://redcircle.com/just-between-us/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
「21日東京株式市場前場 1170円14銭安の4万8653円80銭で終了」 日経平均株価は一時1200円以上下げました。21日の東京株式市場は、アメリカ市場でハイテク関連の株価が下落した流れを受け、半導体関連銘柄に売り注文が広がっています。21日の東京株式市場の日経平均株価、午前の終値は、20日に比べ、1170円14銭安い、4万8653円80銭、TOPIX(東証株価指数)は、3289.64でした。
「日経平均株価3日ぶり5万円台回復…エヌビディア好決算で2000円超値上がり 円安加速し157円台前半に…1月以来の安値」 日経平均株価が大幅上昇しています。アメリカの半導体大手「エヌビディア」の決算が市場予想を上回ったことを受け、一時2000円以上値上がりしました。買い注文が一色となった東京市場は、全面高の展開となりました。平均株価は、取引時間中としては3日ぶりに節目の5万円を回復しました。相場を押し上げたのは、アメリカの半導体大手「エヌビディア」の好決算で、業績見通しなどが市場予想を上回りました。AI(人工知能)向け需要が今後も広がるとの見方から、半導体関連の銘柄などに買いが集まっています。一方、円相場では円安が加速しています。1ドル=157円台前半と、2025年1月以来の安値をつけました。片山財務相は19日、日銀の植田和男総裁との会談のあと「為替について具体的な話はしていない」と述べたことで、政府日銀が円安の是正に動かないとの見方が強まりました。一方で、市場関係者の間では日本と中国の関係悪化を心配する声が広がっていて、「株式市場のリスクになっていて、円にもマイナスに働く」との見方が出ています。20日の東京株式市場の日経平均株価、午前の終値は、19日に比べ、1487円40銭高い、5万25円10銭、TOPIX(東証株価指数)は、3310.07でした。
Baseball! Then, a listener writes in asking how to stay connected to their long distance partner while they transition AND open the relationship. Then, educator Margeaux Feldman joins the show to talk about their work on traumatizing events turning into trauma and what about community helps heal us. And finally, JBU is winding down and a new pod is ahead! Ahhhh!Check out all of our content on Patreon, Ad Free! Watch the full episodes of TLDRI, listen to the full episodes of The Variety Show, watch the International Question and Topix videos, join us for a monthly livestream, PLUS MORE:https://www.patreon.com/justbetweenusThis has been a Gallison ProductionProduced by Melisa D. Monts and Diamond MPrint ProductionsOur Sponsors:* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.comSupport this podcast at — https://redcircle.com/just-between-us/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
Gabe and Allison have some hot take animal thoughts to share. Some employers need to know how to erase HTML in their texts, or at least get people's names right in the templates. The trio discuss whether or not to give people ultimatums in relationships and whether or not you have to share that ultimatum with your partner. r/apartmentliving brings us a wholesome tale about an OP finding candy wrappers on their porch. An OP realizes she and her new bf got the same matching tattoos as him and his ex. YIKES. Gabe's going back to the gym and he's flossing, but he's not like...working on himself. A woman worries her teacher spouse is flirting with his former student. Then, Yelp reviews for a car wash bring so much joy and cats with thumbs.Check out all of our content on Patreon, Ad Free! Watch the full episodes of TLDRI, listen to the full episodes of The Variety Show, watch the International Question and Topix videos, join us for a monthly livestream, PLUS MORE:https://www.patreon.com/justbetweenusThis has been a Gallison ProductionProduced by Melisa D. Monts and Diamond MPrint ProductionsOur Sponsors:* Check out Kensington Publishing: https://www.kensingtonbooks.com* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.comSupport this podcast at — https://redcircle.com/just-between-us/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
Gabe and a friend got lemon tattoos. A listener writes in asking about whether they are supposed to make up with their friend's partner who has become disrespectful to the friend. Then, Dr. Shireen Rizvi and Dr. Jesse Finkelstein join the show to talk about Dialectical Behavior Therapy, their book Real Skills For Real Life, and what tactics we can use to emotionally regulate and get out of painful patterns. In hypotheticals... geese! And finally, Allison has some thoughtful questions about Gabe's writing on bottom surgery for trans men.Check out all of our content on Patreon, Ad Free! Watch the full episodes of TLDRI, listen to the full episodes of The Variety Show, watch the International Question and Topix videos, join us for a monthly livestream, PLUS MORE:https://www.patreon.com/justbetweenusThis has been a Gallison ProductionProduced by Melisa D. Monts and Diamond MPrint ProductionsPost-Production by Coco LlorensProduction Assistance by Melanie D. WatsonOur Sponsors:* Check out Kensington Publishing: https://www.kensingtonbooks.com* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.comSupport this podcast at — https://redcircle.com/just-between-us/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
「日経平均株価急落…一時5万円割り込む 半導体関連はじめ売りが一気に拡大 市場関係者「企業決算好調なら上昇基調に戻る可能性も」」 先週末まで上昇していた流れが大きく変わり、日経平均株価が急落。一時5万円を割り込む展開となりました。東証アローズから中継でお伝えします。売りが一気に広がった東京市場は、ほぼ全面安となりました。下落ピッチを強めた平均株価は一時5万円を割り込み、下げ幅が2400円を超えました。きっかけは、アメリカでAI(人工知能)関連の業界の先行きに警戒感が強まったことです。アメリカではAI(人工知能)向け需要が伸びることを期待して、ITなど関連業界で巨額の投資が相次いでいましたが、AI関連の株は買われすぎだという懸念が広がり、主な株価指数が下落しました。この流れを受けて、東京市場でも過熱感を警戒し、半導体関連をはじめとして売りが一気に拡大しました。投資している人は「最近急に上がってきていたような感じがしてたので、逆に急に下がるのもあるんだなって」「ちょっと様子見ないと怖いなって感じがしますね」と話していました。ある市場関係者は「本格化する企業決算が好調なら、平均株価が上昇基調に戻る可能性もある」と話しています。5日の東京株式市場の日経平均株価は、4日より1284円93銭安い5万212円27銭、TOPIX(東証株価指数)は3268.29で取引を終えました。
「株価初の5万2000円台...ハイテク関連銘柄に買い広がる 日銀・植田総裁“追加利上げに慎重姿勢”発言で円安進行」 日経平均株価が初めて5万2000円台をつけました。アメリカのIT大手の好調な決算のほか、日銀の植田総裁が利上げに慎重な姿勢を示したと受け止められ、円安が進んでいることが株価を押し上げています。平均株価は取引時間中の最高値を更新し、一時、上げ幅が1000円を超えました。アメリカのアップルなどの好調な決算を受けて、ハイテク関連の銘柄に買いが広がりました。もうひとつの要因は、日銀の植田総裁の発言です。植田総裁が30日、追加利上げについて、2026年の春闘に向けた企業の動きをみて判断したいとの考えを示し、年内の利上げに慎重だと受け止められました。円相場では、一時1ドル=154円台をつけるなど円安が進み、輸出関連株の追い風になっています。31日の東京株式市場の日経平均株価、午前の終値は、30日に比べ、622円65銭高い、5万1948円26銭、TOPIX(東証株価指数)は3313.71でした。
Oops! Lots of relationship advice. Would you be in the wedding of the boyfriend who cheated on you with your best friend -- and now they're getting married? A woman forgets her friend is divorced and sends an awkward text. Why do people want to tell Allison and Melisa their life stories? Spaghetti dog closes us out! Check out all of our content on Patreon, Ad Free! Watch the full episodes of TLDRI, listen to the full episodes of The Variety Show, watch the International Question and Topix videos, join us for a monthly livestream, PLUS MORE:https://www.patreon.com/justbetweenusThis has been a Gallison ProductionProduced by Melisa D. Monts and Diamond MPrint ProductionsPost-Production by Coco LlorensProduction Assistance by Melanie D. WatsonOur Sponsors:* Check out Kensington Publishing: https://www.kensingtonbooks.com* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.comSupport this podcast at — https://redcircle.com/just-between-us/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
「「高市トレード」で史上初の株価5万円台 上げ幅一時1100円超 アメリカと中国の貿易協議進展で対立の懸念和らぐ」 週明けの東京株式市場で、日経平均株価が史上初めて5万円を超えました。アメリカと中国の貿易協議が進展し、対立への警戒感が薄らいだことが相場を大きく押し上げています。平均株価は取引開始直後に、歴史的節目を一気に突破しました。5万円の大台にのった平均株価は上げ幅が一時1100円を超えました。相場を押し上げたのは、米中協議の進展です。中国によるレアアース関連の輸出規制強化が延期され、トランプ大統領が課すとしていた中国への100%の追加関税も回避される見通しとなり、警戒感が一気に薄まりました。高市政権の政策に期待する「高市トレード」やAI需要の拡大が追い風となる中、5万2000円が視野に入ったとの声も出ています。27日の東京株式市場の日経平均株価、午前の終値は先週末24日に比べ1037円71銭高い、5万337円36銭、TOPIX(東証株価指数)は3321.48でした。
Allison's pregnancy update! Then, we answer a listener's question about if age is just a number (when she, younger, approached him, older). Next, they're joined by author Jacob Tobia comes by to speak about their book "Before They Were Men" and the rhetoric around men being co-survivors of patriarchy instead of solely beneficiaries. Finally, Gabe discusses some more information he's uncovered about his ongoing chronic illness. Check out all of our content on Patreon, Ad Free! Watch the full episodes of TLDRI, listen to the full episodes of The Variety Show, watch the International Question and Topix videos, join us for a monthly livestream, PLUS MORE:https://www.patreon.com/justbetweenusThis has been a Gallison ProductionProduced by Melisa D. Monts and Diamond MPrint ProductionsPost-Production by Coco LlorensProduction Assistance by Melanie D. WatsonOur Sponsors:* Check out Kensington Publishing: https://www.kensingtonbooks.com* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.comSupport this podcast at — https://redcircle.com/just-between-us/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
First, middle school boyfriends. R/sipstea brings us cute and funny coming out stories. Is it justified for a woman to not want to buy a house for her fiance and put his name on it? A man's ex wife marries her affair partner and they make their combined last name her ex husband's full name. Can you be a juice sommelier? Check out all of our content on Patreon, Ad Free! Watch the full episodes of TLDRI, listen to the full episodes of The Variety Show, watch the International Question and Topix videos, join us for a monthly livestream, PLUS MORE:https://www.patreon.com/justbetweenusThis has been a Gallison ProductionProduced by Melisa D. Monts and Diamond MPrint ProductionsPost-Production by Coco LlorensProduction Assistance by Melanie D. WatsonOur Sponsors:* Check out Kensington Publishing: https://www.kensingtonbooks.com* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.comSupport this podcast at — https://redcircle.com/just-between-us/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
Gabe and Allison answer a listeners question about how to handle her emotions about her changing body as she ages. Then investigative reporter Alleen Brown joins the show to discuss environmental justice and the lawsuit against Greenpeace by Energy Transfer (the company behind the Dakota Access Pipeline) which is meant to bankrupt the organization. And finally, do we love or hate PR couples? Bennifer, Traylor, Sydney Sweeney etc etc. And how Gabe believes he could have married Christian Slater…. Check out all of our content on Patreon, Ad Free! Watch the full episodes of TLDRI, listen to the full episodes of The Variety Show, watch the International Question and Topix videos, join us for a monthly livestream, PLUS MORE:https://www.patreon.com/justbetweenusThis has been a Gallison ProductionProduced by Melisa D. Monts and Diamond MPrint ProductionsPost-Production by Coco LlorensProduction Assistance by Melanie D. WatsonOur Sponsors:* Check out Kensington Publishing: https://www.kensingtonbooks.com* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.comSupport this podcast at — https://redcircle.com/just-between-us/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
Allison's very go-with-the-flow about her forthcoming baby. An OP writes about stealing items from a bully who had lots of expensive things and made everyone at school feel like shit. The choice had long-term consequences. A woman dumps her boyfriend because he won't stop moving forward on starting a business with her abusive ex. An apartment dweller wants a neighbor to stop making his place smell like weed. Is a note a good idea? Melisa's neighbor plays loud music and she only changed her mind when they played this one song. Allison's neighbor double parks in front of her driveway and then wants a thank you for moving it. How old is the oldest person each of the three would date? r/shittymoviedetails brings endless clever joy. What does Reddit think about water?Check out all of our content on Patreon, Ad Free! Watch the full episodes of TLDRI, listen to the full episodes of The Variety Show, watch the International Question and Topix videos, join us for a monthly livestream, PLUS MORE:https://www.patreon.com/justbetweenusThis has been a Gallison ProductionProduced by Melisa D. Monts and Diamond MPrint ProductionsPost-Production by Coco LlorensProduction Assistance by Melanie D. WatsonSupport this podcast at — https://redcircle.com/just-between-us/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
Gabe has a new overnight job and Allison has too many questions. They then answer a listeners question about how much she should push her husband who suffers from terrible anxiety outside his comfort zone for his own good. Then, harpist Brandee Younger joins the show to talk about jazz, the importance of instruments in schools, and the spirituality of live music. She teaches the duo how to listen to jazz! And finally, what do Gabe, Allison and Melisa keep for sentimental reasons?Check out all of our content on Patreon, Ad Free! Watch the full episodes of TLDRI, listen to the full episodes of The Variety Show, watch the International Question and Topix videos, join us for a monthly livestream, PLUS MORE:https://www.patreon.com/justbetweenusThis has been a Gallison ProductionProduced by Melisa D. Monts and Diamond MPrint ProductionsPost-Production by Coco LlorensProduction Assistance by Melanie D. WatsonOur Sponsors:* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.comSupport this podcast at — https://redcircle.com/just-between-us/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
Allison is deep into “Sally” TikTok. Gabe has lost faith in humanity because of one subreddit Allison proposes, but learns to love it again from another. More politicians should quit. R/AmITheAsshole brings us an OP who wants to ask her sister to wash her hair before being a bridesmaid in her wedding. A guy on R/ThatHappened keeps bragging about wild sex stories, among other unrealistic events. Gabe cleanses the palate with r/RandomActsOfKindness and two tales of contact lenses. How do we feel about Christmas?Check out all of our content on Patreon, Ad Free! Watch the full episodes of TLDRI, listen to the full episodes of The Variety Show, watch the International Question and Topix videos, join us for a monthly livestream, PLUS MORE:https://www.patreon.com/justbetweenusThis has been a Gallison ProductionProduced by Melisa D. Monts and Diamond MPrint ProductionsPost-Production by Coco LlorensProduction Assistance by Melanie D. WatsonOur Sponsors:* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.comSupport this podcast at — https://redcircle.com/just-between-us/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
Note: Gabe was having some audio issues at the beginning of the interview.A listener writes in asking what to do now that her friend got quickie married to someone with a lot of internalized misogyny. Then, psychotherapist Jessica Baum joins the show to talk about healing attachment wounds from a trauma-informed lens. And finally, Gabe shares what it's been like dealing with brain fog during his chronic illness.Check out all of our content on Patreon, Ad Free! Watch the full episodes of TLDRI, listen to the full episodes of The Variety Show, watch the International Question and Topix videos, join us for a monthly livestream, PLUS MORE:https://www.patreon.com/justbetweenusThis has been a Gallison ProductionProduced by Melisa D. Monts and Diamond MPrint ProductionsPost-Production by Coco LlorensProduction Assistance by Melanie D. WatsonOur Sponsors:* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.comSupport this podcast at — https://redcircle.com/just-between-us/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
The Nikkei 225 was up around 1.5% and the Topix hit a record high this morning after Japan's prime minister resigned over the weekend. It's hoped that a new regime should provide greater longer-term policy and political stability, and a more conducive pro-growth environment for the equities market. Asia's stock markets rallied after the US jobs report on Friday provided further justification for data-based Fed rate cuts.At the start of a big week including inflation data, a vote of confidence in the French government and the September ECB meeting, Mensur Pocinci, Head of Technical Analysis, explains why he believes that there's room for both US equities and the price of gold to rally further and for US Treasury yields to keep falling. (00:00) - Introduction: Helen Freer, Product & Investment Content (00:28) - Markets wrap-up: Bernadette Anderko, Product & Investment Content (06:31) - Technical Analysis update: Mensur Pocinci, Head of Technical Analysis (09:03) - Closing remarks: Helen Freer, Product & Investment Content Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.
We don't get into the Reddit articles until waaaaay into the episode, but first, a very good conversation about word usage and the divide between the LBT and the G communities. Then, a Redditor posts screenshots between her partner and a new girl on his team discussing how the girl questioned OP's relationship with his kids. An OP explains how a local family they know is getting horribly scammed by an “international currency investment.” How are we going to avoid being duped by AI? Allison shares some nature facts — some true, some questionable. Gabe has a theory about Ginger from the Spice Girls. Check out all of our content on Patreon, Ad Free! Watch the full episodes of TLDRI, listen to the full episodes of The Variety Show, watch the International Question and Topix videos, join us for a monthly livestream, PLUS MORE:https://www.patreon.com/justbetweenusThis has been a Gallison ProductionProduced by Melisa D. Monts and Diamond MPrint ProductionsPost-Production by Coco LlorensProduction Assistance by Melanie D. WatsonOur Sponsors:* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.comSupport this podcast at — https://redcircle.com/just-between-us/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
「1日東京株式市場前場 868円65銭安の4万1849円82銭で終了」 1日の東京株式市場は、半導体関連株を中心に売りが広がり、平均株価の下げ幅が800円を超えました。先週末のアメリカ市場で、中国企業が新しいAI向け半導体を開発したという一部報道を受け、ハイテク株を中心に下落し、その流れを引き継いだ形です。1日の東京株式市場の日経平均株価、午前の終値は、先週末8月29日に比べ、868円65銭安い、4万1849円82銭、TOPIX(東証株価指数)は、3051.26でした。
Ice helmet! Then, Allison and Gabe answer a listener's question about whether it would be okay to get back together with their ex while still very much needing to heal. If you get back together, what would be different this time? Then, Michigan Secretary of State Jocelyn Benson joins the show to talk about her methods for fighting back against Trump and his cronies. And finally, why won't people take a goddamn Advil? (jkjk)Check out all of our content on Patreon, Ad Free! Watch the full episodes of TLDRI, listen to the full episodes of The Variety Show, watch the International Question and Topix videos, join us for a monthly livestream, PLUS MORE:https://www.patreon.com/justbetweenusThis has been a Gallison ProductionProduced by Melisa D. Monts and Diamond MPrint ProductionsPost-Production by Coco LlorensProduction Assistance by Melanie D. WatsonOur Sponsors:* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.comSupport this podcast at — https://redcircle.com/just-between-us/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
Everyone loved Superman. An OP's boyfriend watches Oppenheimer way too often because he wants to be a filmmaker. Fame doesn't equal followers, just like Reddit badges don't mean you're the top 1 percent of everything on the site. Gabe shares a skateboarding mystery. A text message mix-up leads to a beautiful, possibly false, story involving a green or gold item. Melisa would never delete text messages because she needs receipts. Allison doesn't believe in the dead Internet theory. Gabe wonders why people have to get involved instead of just simply enjoying drama? Plus, how soon should you tell a new person that you have a partner? Check out all of our content on Patreon, Ad Free! Watch the full episodes of TLDRI, listen to the full episodes of The Variety Show, watch the International Question and Topix videos, join us for a monthly livestream, PLUS MORE:https://www.patreon.com/justbetweenusThis has been a Gallison ProductionProduced by Melisa D. Monts and Diamond MPrint ProductionsPost-Production by Coco LlorensOur Sponsors:* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.comSupport this podcast at — https://redcircle.com/just-between-us/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
Content Warning: Discussion of rape in the dolphin conversation Allison gives a pregnancy update. A listener writes in about how to handle the love of their life leaving them. Then Dr. Justin Gregg, author of "Humanish: What Talking to Your Cat or Naming Your Car Reveals About the Uniquely Human Need to Humanize," joins the podcast to teach us about dolphins and killer whales. Can AI help us communicate with them? Can they be gay? Is the rape thing a myth? (Shocking!) And finally, a discussion of what it means to be a patriot.Check out all of our content on Patreon, Ad Free! Watch the full episodes of TLDRI, listen to the full episodes of The Variety Show, watch the International Question and Topix videos, join us for a monthly livestream, PLUS MORE:https://www.patreon.com/justbetweenusThis has been a Gallison ProductionProduced by Melisa D. Monts and Diamond MPrint ProductionsPost-Production by Coco LlorensProduction Assistance by Melanie D. WatsonOur Sponsors:* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.comSupport this podcast at — https://redcircle.com/just-between-us/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
Niet alleen het hoofdkantoor van de Fed wordt verbouwd, ook het bestuur van de Amerikaanse centrale bank moet er aan geloven. Trump benoemt namelijk zijn economisch adviseur Stephen Miran. Waardoor hij er een vertrouweling bij krijgt.Daar stopt het niet, want hij heeft nu ook een favoriet op het oog die de baas wordt van de Fed. Deze aflevering kijken we wat het betekent voor jou dat de Fed meer MAGA-proof wordt. En of er nu echt vier renteverlagingen aan komen, zoals de economen van JP Morgan denken.Over Trump gesproken: hij blijkt iets minder impopulair te worden onder Amerikaanse kiezers. Een groter probleem hebben de Democraten. Sinds 1996 stonden ze er niet zó slecht voor als nu. We kijken ook wat er allemaal terecht komt van alle beloftes die topmannen en regeringsleiders doen. Zoals Tim Cook van Apple, die 600 miljard dollar investeert in de VS. Gaat dat allemaal wel gebeuren? En dan weer over Cook gesproken: we hebben het ook over koekjes. Over die van Lotus Bakeries om precies te zijn. Een aandeel dat geliefd is bij de Zuiderburen. Tot dit jaar dan, want de koers had het moeilijk. Al kwam daar vandaag ineens verandering in. Beleggers smullen van de halfjaarcijfers! Ook hoor je waarom je goed kan verdienen met DuoLingo en minder met dure horloges. De topman van Breitling vertelt hoe hij zich voorbereid op die gigantische heffingen die Trump oplegt aan Zwitserland.Verder in deze aflevering: De winst van NN Group daalt met 40 procent. Ja, en? Het aandeel van Softbank tikt een recordstand aan De fusie tussen Paramount en Skydance is een feit See omnystudio.com/listener for privacy information.
Should the trio do a competition about who can write the best r/AmITheAsshole post? Stop asking African people ignorant questions. Gabe has no idea how to do social niceties AGAIN. What is Paris Syndrome? Then, moms are always right. Kids are not good at lying. Should an uninvited family member be brought as another family member's plus one to a wedding? A woman takes off with a winning lottery ticket she claimed for her boyfriend who didn't have ID. A wife decides to get even with her husband who forgets to change the shower settings, but is she the asshole? And finally, credit card points and an inspirational business woman.Check out all of our content on Patreon, Ad Free! Watch the full episodes of TLDRI, listen to the full episodes of The Variety Show, watch the International Question and Topix videos, join us for a monthly livestream, PLUS MORE:https://www.patreon.com/justbetweenusThis has been a Gallison ProductionProduced by Melisa D. Monts and Diamond MPrint ProductionsPost-Production by Coco LlorensProduction Assistance by Melanie D. WatsonOur Sponsors:* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.comSupport this podcast at — https://redcircle.com/just-between-us/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
Allison needs to figure out her hair before the baby is born. A listener writes in asking if it's internalized misogyny to be bored by how her engaged friends have started only talking about weddings. Then, Dr. Sara Reardon joins the show to talk about pelvic floor therapy, preventing uncomfortable changes that doctors have deemed "normal," bottom surgery and painful sex, and sexism in medical diagnoses. We learn exactly how to strengthen our pelvic floors. And finally, the book "Careless People" about the toxic environment at Facebook and the disgusting terror it creates for the rest of us. It's sick.Check out all of our content on Patreon, Ad Free! Watch the full episodes of TLDRI, listen to the full episodes of The Variety Show, watch the International Question and Topix videos, join us for a monthly livestream, PLUS MORE:https://www.patreon.com/justbetweenusThis has been a Gallison ProductionProduced by Melisa D. Monts and Diamond MPrint ProductionsPost-Production by Coco LlorensProduction Assistance by Melanie D. WatsonOur Sponsors:* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.comSupport this podcast at — https://redcircle.com/just-between-us/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
A.M. Edition for July 24. Japan's TOPIX hits a new record high and European markets surge on trade optimism. So are 15% tariffs the new benchmark for trade with the U.S.? The WSJ's Kim Mackrael discusses. Plus, Tesla's profit plunges as EV sales continue to slip, and Elon Musk urges investors to look to future revenue streams. And Microsoft says human waste could be the key to offsetting the climate impact of its AI data centers. Azhar Sukri hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices
ChatGPT can not write a good book review. Allison reads a segment of a book's dialogue that is also not good. A man gets revenge on a neighbor who won't do anything about his dog barking outside all night. Then, an employee teaches his boss, who schedules a meeting during his lunch, a lesson. Melisa reveals there's been a sound machine available this entire time. Is it really so bad to have separate checks at a big dinner? This is a show about being in your 30s, baby! Allison finally wins Reddit or Not!!Check out all of our content on Patreon, Ad Free! Watch the full episodes of TLDRI, listen to the full episodes of The Variety Show, watch the International Question and Topix videos, join us for a monthly livestream, PLUS MORE:https://www.patreon.com/justbetweenusThis has been a Gallison ProductionProduced by Melisa D. Monts and Diamond MPrint ProductionsPost-Production by Coco LlorensProduction Assistance by Melanie D. WatsonOur Sponsors:* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.comSupport this podcast at — https://redcircle.com/just-between-us/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
Gabe has no idea how to decorate his home because he thinks he has bad taste. Allison is going to be second fiddle on her own new podcast with her husband John. A listener writes in to ask advice on how to continue on with life after her mother died. Allison can relate to handling grief. Then, romance author Brigid Kemmerer joins the show to talk about her experiences and inspirations writing in the romantasy genres, navigating the tropes that readers love (and hate), and the art of telling the same stories with new and exciting details. Why do fantasy/medieval settings do better than contemporary novels? And finally, Allison shares about working with her spouse on their show "Starter Marriage." Gabe has promo ideas. Check out all of our content on Patreon, Ad Free! Watch the full episodes of TLDRI, listen to the full episodes of The Variety Show, watch the International Question and Topix videos, join us for a monthly livestream, PLUS MORE:https://www.patreon.com/justbetweenusThis has been a Gallison ProductionProduced by Melisa D. Monts and Diamond MPrint ProductionsPost-Production by Coco LlorensProduction Assistance by Melanie D. WatsonOur Sponsors:* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.comSupport this podcast at — https://redcircle.com/just-between-us/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
Spotify vs. Apple. Robots grading our papers even though we're not allowed to use ChatGPT to write them. Allison brings a story from r/AmIOverReacting about a woman whose boyfriend faked an entire online friend group she became a part of. Then, finding a “provider man” to date. Sprinkle sprinkle! Plus, selling your advice and solutions as a grift. The manosphere of Reddit is gross and sexist and Gabe is in the thick of it. They said no one could ever bring a post from r/imaginarygatekeeping to TLDRI. In r/pointlesslygendered, no woman would ever be emotional about linguistics. And finally homemade gatorade. Electrolytes!Check out all of our content on Patreon, Ad Free! Watch the full episodes of TLDRI, listen to the full episodes of The Variety Show, watch the International Question and Topix videos, join us for a monthly livestream, PLUS MORE:https://www.patreon.com/justbetweenusThis has been a Gallison ProductionProduced by Melisa D. Monts and Diamond MPrint ProductionsPost-Production by Coco LlorensProduction Assistance by Melanie D. WatsonOur Sponsors:* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.comSupport this podcast at — https://redcircle.com/just-between-us/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
Gabe has been on T for three years! A listener writes in to ask if her concerns about her boyfriend are legitimate or if she's just in a relationship OCD (ROCD) spiral. Next, authors Hallie Bateman and Suzy Hopkins join the podcast to talk about working together as mother and daughter and their books about the hard moments in life, like when your husband leaves you for an ex girlfriend or when your mother dies. And finally, Allison convinced Gabe to join Substack and it's been great!Check out all of our content on Patreon, Ad Free! Watch the full episodes of TLDRI, listen to the full episodes of The Variety Show, watch the International Question and Topix videos, join us for a monthly livestream, PLUS MORE:https://www.patreon.com/justbetweenusThis has been a Gallison ProductionProduced by Melisa D. Monts and Diamond MPrint ProductionsPost-Production by Coco LlorensProduction Assistance by Melanie D. WatsonSupport this podcast at — https://redcircle.com/just-between-us/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
tw: revenge pornGabe has a lovely woo-woo moment of connection with his dead uncle. Melisa has monetized being an oldest child. An OP laments an employer that asks him to bring Starbucks to the interview. A child steals an idol from a museum. A therapist accidentally sends a client a nude photo. A woman is the reason her co-worker is getting divorced--and it's not what you think. And finally, Gabe tries to guess Allison's baby name. He fails. Check out all of our content on Patreon, Ad Free! Watch the full episodes of TLDRI, listen to the full episodes of The Variety Show, watch the International Question and Topix videos, join us for a monthly livestream, PLUS MORE:https://www.patreon.com/justbetweenusThis has been a Gallison ProductionProduced by Melisa D. Monts and Diamond MPrint ProductionsPost-Production by Coco LlorensProduction Assistance by Melanie D. WatsonOur Sponsors:* Check out Happy Mammoth and use my code JUSTBETWEENUS for 15% off!* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.comSupport this podcast at — https://redcircle.com/just-between-us/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
TW: Weight LossHosting etiquette gets heated and dissected. A listener writes in upset that her friends let their boyfriends read their private text messages. Then, the first out British Rugby League player Keegan Hirst joins the podcast to talk about coaching for gay men, the standards for queer bodies, what it was like coming out while actively playing, and why having abs won't save your life. Finally, Allison walks us through her first trimester of pregnancy. It's not fun. Check out all of our content on Patreon, Ad Free! Watch the full episodes of TLDRI, listen to the full episodes of The Variety Show, watch the International Question and Topix videos, join us for a monthly livestream, PLUS MORE:https://www.patreon.com/justbetweenusThis has been a Gallison ProductionProduced by Melisa D. Monts and Diamond MPrint ProductionsPost-Production by Coco LlorensProduction Assistance by Melanie D. WatsonOur Sponsors:* Check out Happy Mammoth and use my code JUSTBETWEENUS for 15% off!* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.comSupport this podcast at — https://redcircle.com/just-between-us/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
Catacombs. A doctor demolishes UnitedHealth with a scathing email after they deny nausea meds to a pediatric cancer patient. A friend's boyfriend gives a girl a very expensive birthday present …with a twist. r/meme breaks Gabe's brain with a redo of the Gregorian calendar into a lunar calendar. r/serverlife brings us a story of an anonymous letter and the return of a ring lost at Texas Roadhouse. Then, AN ABSOLUTELY BANANAS story about a woman, her husband, her husband's female best friend and a photoshoot. And finally, science tells us if human and plant DNA can mix.Check out all of our content on Patreon, Ad Free! Watch the full episodes of TLDRI, listen to the full episodes of The Variety Show, watch the International Question and Topix videos, join us for a monthly livestream, PLUS MORE:https://www.patreon.com/justbetweenusThis has been a Gallison ProductionProduced by Melisa D. Monts and Diamond MPrint ProductionsPost-Production by Coco LlorensProduction Assistance by Melanie D. WatsonOur Sponsors:* Check out Happy Mammoth and use my code JUSTBETWEENUS for 15% off!* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.comSupport this podcast at — https://redcircle.com/just-between-us/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
Ginger beer and ginger ale. Pee and poop on the company's time. There's a difference between looking in shape and being healthy. A listener writes in asking how to handle jealousy of her friend who lives a privileged life. Next, the duo interviews the author of “Ping,” Andrew Brodsky, on digital communication and how it influences closeness between people. How do we convey tone and avoid heinous miscommunications? What do different methods of communication — voice memos, Instagram DMs, phone calls — say about the information being conveyed? And finally, our sliding door moments. What if Gabe and Allison never met?Check out all of our content on Patreon, Ad Free! Watch the full episodes of TLDRI, listen to the full episodes of The Variety Show, watch the International Question and Topix videos, join us for a monthly livestream, PLUS MORE:https://www.patreon.com/justbetweenusThis has been a Gallison ProductionProduced by Melisa D. Monts and Diamond MPrint ProductionsPost-Production by Coco LlorensProduction Assistance by Melanie D. WatsonOur Sponsors:* Check out Happy Mammoth and use my code JUSTBETWEENUS for 15% off!* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.comSupport this podcast at — https://redcircle.com/just-between-us/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
A British publication ghosts Allison. Should students be allowed to show their work through dance instead of an essay? A researcher is almost kidnapped. Should she tell her boss? Gabe and Melisa share the different vibes of Nextdoor, Craigslist and Citizen. An r/AITH causes controversy over what is appropriate babysitting attire. And finally, can someone be allergic to their own earwax? And what does earwax mean exactly?Check out all of our content on Patreon, Ad Free! Watch the full episodes of TLDRI, listen to the full episodes of The Variety Show, watch the International Question and Topix videos, join us for a monthly livestream, PLUS MORE:https://www.patreon.com/justbetweenusThis has been a Gallison ProductionProduced by Melisa D. Monts and Diamond MPrint ProductionsPost-Production by Coco LlorensProduction Assistance by Melanie D. WatsonOur Sponsors:* Check out Happy Mammoth and use my code JUSTBETWEENUS for 15% off!* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.comSupport this podcast at — https://redcircle.com/just-between-us/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
First, Allison's ingrown toenail. Next, a listener writes in wondering if it's okay to contact their brother's ex who they always liked and are worried about. Dr. Drew Ramsey then joins the show to talk about the merits and limits of nutritional psychiatry, and how food and lifestyle factors like sleep influence mental health. And finally, Allison and Melisa have good advice and Gabe… has some stuff to say.Check out all of our content on Patreon, Ad Free! Watch the full episodes of TLDRI, listen to the full episodes of The Variety Show, watch the International Question and Topix videos, join us for a monthly livestream, PLUS MORE:https://www.patreon.com/justbetweenusThis has been a Gallison ProductionProduced by Melisa D. Monts and Diamond MPrint ProductionsPost-Production by Coco LlorensProduction Assistance by Melanie D. WatsonOur Sponsors:* Check out Happy Mammoth and use my code JUSTBETWEENUS for 15% off!* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.comSupport this podcast at — https://redcircle.com/just-between-us/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
Live from the Morgan Stanley Japan Summit, our analysts Chiwoong Lee and Sho Nakazawa discuss their outlook for the Japanese economy and stock market in light of the country's evolving trade partnerships with the U.S. and China.Read more insights from Morgan Stanley.----- Transcript -----Lee-san: Welcome to Thoughts on the Market. I'm Chiwoong Lee, Principal Global Economist at Morgan Stanley MUFG Securities.Nakazawa-san: And I'm Sho Nakazawa, Japan Equity Strategist at Morgan Stanley MUFG Securities.Lee-san: Today we're coming to you live from the Morgan Stanley Japan Summit in Tokyo. And we'll be sharing our views on Japan in the context of global economic growth. We will also focus on Japan's position vis-à-vis its two largest trading partners, the U.S. and China.It's Tuesday, May 20, at 3pm in Tokyo.Lee-san: Nakazawa-san, you and I both have been talking with a large number of clients here at the summit. Based on your conversations, what issues are most top of mind right now?Nakazawa-san: There are many inquiries about how to position because of the uncertainty of U.S. trade policy and the investment strategy for governance reform. These are both catalysts for Japan. And in Japan, there are multiple governance investment angles, with increasing interest in the removal of parent-child listings, which is when a parent company and a subsidiary company are both listed on an exchange. This reform [would] remove the subsidiaries. So, clients are very focused on who will be the next candidate for the removal of a parent-child listing.And what are you hearing from clients on your side, Lee-san?Lee-san: I would say the most frequent questions we received were regarding the Trump administration's policies, of course. While the reciprocal tariffs have been somewhat relaxed compared to the initial announcements, they still remain very high; and there was a strong focus on their negative impact on the U.S. economy and the global economy, including Japan. Of course, external demand is critical for Japanese economy, but when we pointed out the resilience of domestic demand, many investors seemed to agree with that view.Nakazawa-san: How do investors' views square with your outlook for the global economy over the rest of the year?Lee-san: Well, there was broad consensus that tariffs and policy uncertainty are negatively affecting trade and investment activities across countries. In particular, there is concern about the impact on investment. As Former Fed Chair Ben Bernanke wrote in his papers in [the] 1980s, uncertainty tends to delay investment decisions. However, I got the impression that views varied on just how sensitive investment behavior is to this uncertainty.Nakazawa-san: How significant are U.S. tariffs on global economy including Japan both near-term and longer-term?Lee-san: The negative effects on the global economy through trade and investment are certainly important, but the most critical issue is the impact on the U.S. economy. Tariffs essentially act as a tax burden on U.S. consumers and businesses.For example, in 2018, there was some impact on prices, but the more significant effect was on business production and employment. Now, with even higher tariff rates, the impact on inflation and economic activity is expected to be even greater. Given the inflationary pressures from tariffs, we believe the Fed will find it difficult to cut rates in 2025. On the other hand, once it becomes feasible, likely in 2026, we anticipate the Fed will need to implement substantial rate cuts.Lee-san: So, Nakazawa-san, how has the Japanese stock market reacted to U.S. tariffs?Nakazawa-san: Investors positioning have skewed sharply to domestic-oriented non-manufacturing sectors since the U.S. government's announcement of reciprocal tariffs on April 2nd. Tariff talks with some nations have achieved some progress at this stage, spurring buybacks of export-oriented manufacturer shares. However, the screening by our analysts of the cumulative surplus returns against Japan's TOPIX index for around 500 stocks in their coverage universe, divided into stocks relatively vulnerable to tariff effects and those less impacted, finds a continued poor performance at the former. We believe it is important to enhance the portfolio's robustness by revising sector skews in accordance with any progress in the trade talks and adjusting long/short positioning with the sectors in line with the impact of the tariffs.Lee-san: I see. You recently revised your Topix index target, right. Can you quickly walk us through your call?Nakazawa-san:Yes, of course. We recently revised down our base case TOPIX target for end-2025 from 3,000 to 2,600. This revision was considered by several key factors: So first, our Japan economics team revised down its Japanese nominal growth forecast from 3.7% to 3.3%, reflecting implementation of reciprocal tariffs and lower growth forecasts for the U.S., China, and Europe. Second, our FX team lowered its USD/JPY target from 145 to 135 due to the risk of U.S. hard data taking a marked turn for the worse. The timing aligns with growing uncertainty on the business environment, which may lead firms to manage cash allocation more cautiously. So, this year might be a bit challenging for Japanese equities that I recommend staying defensive positioning with defensive non-manufacturing sectors overall.Nakazawa-san: And given tariff risks, do you see a change in the Bank of Japan's rate path for the rest of the year?Lee-san: Yeah well, external demand is a very important driver of Japanese economy. Even if tariffs on Japan do not rise significantly, auto tariffs, for example, remain in place and cannot be ignored. The earnings deterioration among export-oriented companies, especially in the auto sector, will take time for the Bank of Japan to assess in terms of its impact on winter bonuses and next spring's wage growth. If trade negotiations between the U.S. and countries including Japan make major progress by summer, a rate hike in the fall could be a risk scenario. However, our Japan teams' base case remains that the policy rate will be unchanged through 2026.Lee-san: How is the Japanese yen faring relative to the U.S. dollar, and how does it impact the Japanese stock market, Nakazawa-san?Nakazawa-san:I would say USD/JPY is not only driver for Japanese equities. Of course, USD/JPY still plays a key role in earnings, as our regression model suggests a 1% higher USD/JPY lifting TOPIX 0.5% on average. But this sensitivity has trended down over the past decade. A structural reason is that as value chain building close to final demand locations has lifted overseas production ratios, which implies continuous efforts of Japanese corporate optimizing global supply chain.That said, from sector allocation perspective, sectors showing greater resilience include domestic demand-driven sectors, such as foods, construction & materials, IT & services/others, transportation & logistics, and retails.Nakazawa-san: And finally, the trade relationship between Japan and China is one of the largest trading partnerships in the world. Are U.S. tariffs impacting this partnership in any way?Lee-san: That's a very difficult question, I have to say, but I think there are multiple angles to consider. Geopolitical risk remains to be a key focus, and in terms of the military alliance, Japan-U.S. relationships have been intact. At the same time, Japan faces increased pressure to meet U.S. demands. That said, Japan has been taking steps such as strengthening semiconductor manufacturing and increasing defense spending, so I believe there is a multifaceted evaluation which is necessary.Lee-san: That said, I think it's time to head back to the conference. Nakazawa-san, thanks for taking the time to talk.Nakazawa-san: Great speaking with you, Lee-san.Lee-san: 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.
An OP is annoyed that people don't introduce others to each other any more. Allison learns about how parasocial CrossFit and Peloton are. A letter to an ex is beautifully written and a total mic drop. This prompts Gabe to wonder why that would be helpful. r/TalesFromTheFrontDesk brings us stories of hotel guests who can not read signs. Then, r/somethingimade is the wholesome subreddit we all need. Check out all of our content on Patreon, Ad Free! Watch the full episodes of TLDRI, listen to the full episodes of The Variety Show, watch the International Question and Topix videos, join us for a monthly livestream, PLUS MORE:https://www.patreon.com/justbetweenusThis has been a Gallison ProductionProduced by Melisa D. Monts and Diamond MPrint ProductionsPost-Production by Coco LlorensProduction Assistance by Melanie D. WatsonOur Sponsors:* Check out Happy Mammoth and use my code JUSTBETWEENUS for 15% off!* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.comSupport this podcast at — https://redcircle.com/just-between-us/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
Gabe and Allison need wrist-friendly keyboards. Then, a listener writes in to ask about resenting their partner for delaying life stages with jobs and interests that don't make enough money. Next, author Lisa A. Phillips joins the show to talk about navigating first loves and talking to your teenager about sex and relationships. And finally, self-promotion! Allison has a novel out now! Go get it!Check out all of our content on Patreon, Ad Free! Watch the full episodes of TLDRI, listen to the full episodes of The Variety Show, watch the International Question and Topix videos, join us for a monthly livestream, PLUS MORE:https://www.patreon.com/justbetweenusThis has been a Gallison ProductionProduced by Melisa D. Monts and Diamond MPrint ProductionsPost-Production by Coco LlorensProduction Assistance by Melanie D. WatsonOur Sponsors:* Check out Happy Mammoth and use my code JUSTBETWEENUS for 15% off!* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.comSupport this podcast at — https://redcircle.com/just-between-us/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
Gabe recounts the tales of their neurologist who Allison hates. R/casualconversation brings us an awkward misunderstanding about cereal and bicycles, baby teeth and the Bill Clinton scandal. Gabe drops insane pizza lore from his time as a reporter. An OP in R/askwomen asks what the best piece of gossip you've ever heard is. Finally, an evil stepmother.Check out all of our content on Patreon, Ad Free! Watch the full episodes of TLDRI, listen to the full episodes of The Variety Show, watch the International Question and Topix videos, join us for a monthly livestream, PLUS MORE:https://www.patreon.com/justbetweenusThis has been a Gallison ProductionProduced by Melisa D. Monts and Diamond MPrint ProductionsPost-Production by Coco LlorensProduction Assistance by Melanie D. WatsonOur Sponsors:* Check out Happy Mammoth and use my code JUSTBETWEENUS for 15% off!* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.comSupport this podcast at — https://redcircle.com/just-between-us/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
Tariffs are killing markets. A glimpse int what happens when we take a difference course Markets making some of the wort moves in decades Billionaires - all in on Trump lost billions... WAIT !!!!!! Maybe a 90-day pause on Tariffs now...Or Not... More finesse, less sledge hammer? PLUS we are now on Spotify and Amazon Music/Podcasts! Check this out and find out more at: http://www.interactivebrokers.com 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? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm-Up - Markets making some of the worst moves in decades - Billionaires - all in on Trump lost billions... - WAIT !!!!!! Maybe a 90-day pause on Tariffs now...Or Not... - More finesse, less sledge hammer? Markets - Key Reversal Indicator - 1st Green cluster bottom on Monday.. Oversold? - Stock markets slammed - President Trump discussing stocks - Economic Pissing Match - Even more tariffs, or bluffs - VIX HITS 60! -- A Quick Poem - Green Eggs and Navarro --- One of the gents that responded to Vietnam's desire to have zero tariffs as "not enough" DAX on Monday and other Markets - Opened up down 10% - clawed back a bunch by end of the day - European stocks down 1.5% YTD 2024 - US Stock bearing the brunt of the move - Hong Kong (after being closed Friday) - closed Monday DOWN 13%! - Monday in Japan, Markets halted, futures trading suspended as Nikkei and Topix plunge more than 5% --- Follow up - then up 6% the next day - Monday YTD US Markets: Heads Up - Just in... - Tuesday at 12:30PM - 'White House Press Secretary says 104% additional tariffs went into effect at noon eastern time because China has not removed it's retaliation. The 104% additional tariff will be collected starting tomorrow April 9th' -Markets were trying to right themselves - up big to start the day - then this headline.... - What if - China comes back at 200%? More: - Tuesday afternoon : White House Secretary Karoline Leavitt answers questions on trade at briefing: President Trump not considering delay in tariffs that are due to go into effect tomorrow at 12:01 AM - Where is the negotiation? Seems like a pissing match or bluff with unlimited funds. If you are interested - Rand Paul making all sorts of sense this morning - Trades are win-win. Trade does not mean that one side has to win and one lose. - https://www.cnbc.com/video/2025/04/08/sen-rand-paul-on-trump-tariffs-trade-is-an-integral-part-of-capitalism.html Stupid - Taiwan's top financial regulator said on Sunday it will impose temporary curbs on short-selling of shares to help deal with potential market turmoil from U.S. President Donald Trump's new import tariffs, and will take other steps as needed. - Taiwan's Financial Supervisory Commission said in a statement it would limit the number of shares that can be sold short and raise the minimum short-selling margin ratio to 130% from 90%, starting from Monday and lasting until Friday. - We have seen how this plays out in the past. More references to bluffing - "I think it was a big mistake, this Chinese escalation, because they're playing with a pair of twos," Bessent said during an interview on CNBC's "Squawk Box." "What do we lose by the Chinese raising tariffs on us? We export one-fifth to them of what they export to us, so that is a losing hand for them." VIX - Hits 60 on Monday - then backs off to 45 - Not often we see a run like that. - Still at 45 shows big concerned about near-term volatility. --- S&P 500 top to bottom 7% move today - VIX was at 37 - back to 52 BREAK - IBKR Billionaires losing $$ - Do we feel bad? - Sample of losses on Liberation Day - Zuck lost $18B - Bezos lost $15B What? - Treasury Secretary Scott Bessent says Americans looking to retire aren't concerned about day...