Podcasts about trade deficit

Legal and Strategic Insights on Chinese Investment in the U.S. with Chris PereiraWelcome to another insightful episode of the Asia Business Podcast, this week we have Chris Pereira, CEO of iMpact, a strategic advisory firm dedicated to assisting Chinese companies in global expansion. In this episode, Art and Chris engage in a candid discussion about the intricate challenges and opportunities Chinese companies face when entering the US market.The Current Landscape of US-China RelationsWith ongoing tensions between the US and China, businesses are navigating a complicated environment filled with tariffs, political tweets, and fluctuating regulations. The conversation opens with Chris highlighting that while tariffs remain a prominent topic, Chinese companies are more concerned with the stability of US regulations and policies, especially under an unpredictable political climate.Legal Concerns for Chinese BusinessesChris shares how his clients often question the potential risks associated with significant investments in the US. Art weighs in on the legal perspective, clarifying that while tweets may generate headlines, they have no legal standing. He reassures that even amidst political rhetoric, the US legal system maintains checks and balances that protect businesses from arbitrary decisions.Importance of Localizing Business EffortsThe discussion turns to the critical need for Chinese companies to localize efforts when establishing a presence in the US. Art and Chris emphasize the grassroots approach required to build local community relationships, often overlooked by companies accustomed to China's top-down decision-making processes. Understanding local governance and community impact is essential for success.The Political and Economic Impacts of TariffsTariffs, while significant, have not deterred Chinese companies from pursuing opportunities in the US market. Chris explains that many businesses manage to adapt their strategies, focusing on enhancing brand positioning as opposed to competing solely on price. Art adds that while tariffs can create uncertainties, they also encourage innovation and resilience among Chinese firms.The COVID-19 Aftermath and Geopolitical ConcernsChris expresses surprise at the continued discussions around COVID-19 within Chinese media, particularly in the context of legal actions against China. Art offers a legal interpretation, suggesting that lawsuits targeting governmental entities rather than private companies carry more symbolic meaning than enforceable outcomes.Future Outlook on US-China Business DynamicsDespite current challenges, both Art and Chris acknowledge an underlying optimism among Chinese businesses. The focus on strategic localization, investment in automation, and diversification into alternate markets like Southeast Asia and Europe signify adaptability and resilience. Art predicts a continued shift towards manufacturing localization in the US, driven by automation and stable regulatory environments.Final Insights and Moving ForwardAs the episode concludes, Art and Chris reflect on the shifting landscape of global business and the importance of adaptability and strategic foresight. The complexities of US-China relations underscore the need for businesses to remain informed and agile, leveraging diplomacy and legal expertise to navigate these uncertain waters.Timestamps00:00 Introduction and Guest Welcome00:36 Challenges and Opportunities for Chinese Companies in the US02:01 Legal Concerns and Tariffs06:34 Localizing Business Operations09:19 COVID-19 Lawsuits and Geopolitical Issues16:02 Tariff Situation and Future Outlook18:31 Brand Focus Over Price Competition19:06 Impact of Tariffs on Consumers and Suppliers20:44 China's Resilience and Market Shifts23:06 US Manufacturing and Investment Trends28:24 Automation and Complex Supply Chains31:17 Biotech and Pharma Industry Dynamics34:50 Concluding Thoughts and Future Outlook ProducerJacob ThomasFollow UsLinkedInApple Podcasts

Let's talk about Trump not knowing what a trade deficit is....

The U.S. trade deficit hit a record high in March, as businesses rushed to bring in goods ahead of new import taxes. Now that President Trump's tariffs on goods from China have set in and globally targeted tariffs are set to resume in July, what happens to the trade deficit? Plus: Lab-grown diamonds disrupt a centuries-old industry, a few big companies are back in the bond market and how the trade war could disrupt retirement plans. 

The U.S. trade deficit hit a record high in March, as businesses rushed to bring in goods ahead of new import taxes. Now that President Trump's tariffs on goods from China have set in and globally targeted tariffs are set to resume in July, what happens to the trade deficit? Plus: Lab-grown diamonds disrupt a centuries-old industry, a few big companies are back in the bond market and how the trade war could disrupt retirement plans. 

Welcome to the latest edition of the Dividend Cafe Weekly Market Commentary! In this episode, Brian Szytel covers the recent downturn in the markets following nine consecutive positive trading sessions. He discusses key economic data, including the widening trade deficit and its implications for GDP, and analyzes recent movements in the bond market. Brian also provides insights into Federal Reserve policies and their potential impact on interest rates and inflation. Stay tuned for more updates on financial markets and investment strategies. 00:00 Introduction to Dividend Cafe 00:19 Market Recap: Two Days of Decline 00:43 Treasury Market Insights 01:36 Trade Deficit and GDP Calculation 02:28 Inflation and Tariffs Discussion 03:08 Upcoming Economic Data and Fed Meeting 04:27 Conclusion and Contact Information 04:36 Disclaimer and Legal Information Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Plus: Germany's Friedrich Merz wins chancellorship on second vote, starting his term in a weakened position. DoorDash reports a first-quarter profit, and plans to acquire Deliveroo and SevenRooms. And the EU lays out plans to cut Russian energy imports by 2027. Charlotte Gartenberg hosts. Sign up for the WSJ's free What's News newsletter.  Learn more about your ad choices. Visit megaphone.fm/adchoices

In this explosive episode, Lyn Alden returns to Soar Financially to unpack the unravelling U.S. economy, the real risks behind the rising tariffs, and why the debt spiral may now be irreversible.We discuss the failure of the Mar-a-Lago Accord, how the U.S. is losing its global leverage, and why a multipolar currency system may be the only path forward. Lyn also breaks down the dangers in the bond market, the Fed's dilemma, and why investors should brace for long-term volatility.#DollarCollapse #usdebtcrisis #tariffs ------------

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Peter Schiff critiques the April stock market rally, U.S.-China trade war optimism, misleading economic indicators, and the ethical implications of the 'Executive Branch' social club.Sponsored by Stash. Go to https://get.stash.com/gold to see how you can receive $25 towards your first stock purchase and to view important disclosures.Peter Schiff scrutinizes the apparent rebound in the stock market during April, questioning the sustainability of the rally amidst underlying economic weaknesses. Peter dives deep into the illusory optimism fueled by hopes of trade war de-escalation, explaining why he believes the recent market surge is built on unfounded optimism. He further discusses intricacies of the U.S.-China tariff battle, debunking the administration's claims about the benefits of a strong dollar and pointing out the inconsistencies in trade policies. Additionally, Peter sheds light on the controversial implications of the Trump administration's strategies, including the ethical questions surrounding the newly established 'Executive Branch' social club. Stay tuned as Peter Schiff provides an unfiltered take on our economic reality and calls out misleading governmental narratives.

Bond yields are rising — but why now, and what does it mean for your investments? In this episode, we break down what's driving Treasury yields higher, how the Federal Reserve and inflation expectations are playing a role, and what the risks (and opportunities) are for stocks, bonds, and the broader economy. Stay ahead of market shifts with expert insights and practical strategies for the changing rate environment." SEG-1: Meta & MSFT Results to Float all Boats SEG-2: What's Up with Yields, Pt-1 - The Inputs to CPI SEG-3: What's Up w Yields, Pt-2 - Debt Refinancing Myths SEG-4: What's Up w Yields, Pt-3 - Margin, Liquidity, & Volatility Risk Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, Produced by Brent Clanton, Executive Producer ------- Watch today's video on YouTube: https://www.youtube.com/watch?v=dXH5dCkquaI&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=1827s ------- Articles mentioned in this report: "Interest Rate Swaps: Plumbing Of The Financial System" https://realinvestmentadvice.com/resources/blog/interest-rate-swaps-plumbing-of-the-financial-system/ "A Rare Zweig Breadth Thrust Provides Optimism" https://realinvestmentadvice.com/resources/blog/a-rare-zweig-breadth-thrust-provides-optimism/ "Correction Continues – The Value Of Risk Management" https://realinvestmentadvice.com/resources/blog/correction-continues-remain-cautious/ "Spock And The Logic Based Approach To Volatility" https://realinvestmentadvice.com/resources/blog/spock-and-the-logic-based-approach-to-volatility/ ------- The latest installment of our new feature, Before the Bell, "Market Corrections are Investing Opportunity" is here: https://www.youtube.com/watch?v=4baHmCJqfYU&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Why is the Trade Deficit at Record Levels?" https://www.youtube.com/watch?v=dXH5dCkquaI&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=1827s ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- REGISTER FOR OUR NEXT CANDID COFFEE (5/3/25) HERE: https://realinvestmentadvice.com/resources/events/live-chat/ ------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #BondYields #InterestRates #YieldCurve #MarketTrends #InvestingInsights #MarketCorrection #InvestingOpportunity #Gold #Oil #Liquidity#StayTheCourse #InvestingAdvice #MarketVolatility #LongTermInvesting #FinancialPlanning #TakeProfits #RebalancePortfolio #ReduceRisk #MarketRally #MarketRisk #MarketNormalization #RiskOff #MarketLows #ReflexiveRally #DownsideRisk #MarketVolatility #MarketCorrection #RiskManagement #InvestingTips #StockMarketUpdate #InvestingAdvice #Money #Investing

Bond yields are rising — but why now, and what does it mean for your investments? In this episode, we break down what's driving Treasury yields higher, how the Federal Reserve and inflation expectations are playing a role, and what the risks (and opportunities) are for stocks, bonds, and the broader economy. Stay ahead of market shifts with expert insights and practical strategies for the changing rate environment." SEG-1: Meta & MSFT Results to Float all Boats SEG-2: What's Up with Yields, Pt-1 - The Inputs to CPI SEG-3: What's Up w Yields, Pt-2 - Debt Refinancing Myths SEG-4: What's Up w Yields, Pt-3 - Margin, Liquidity, & Volatility Risk Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO,  Produced by Brent Clanton, Executive Producer ------- Watch today's video on YouTube: https://www.youtube.com/watch?v=dXH5dCkquaI&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=1827s ------- Articles mentioned in this report: "Interest Rate Swaps: Plumbing Of The Financial System" https://realinvestmentadvice.com/resources/blog/interest-rate-swaps-plumbing-of-the-financial-system/ "A Rare Zweig Breadth Thrust Provides Optimism" https://realinvestmentadvice.com/resources/blog/a-rare-zweig-breadth-thrust-provides-optimism/ "Correction Continues – The Value Of Risk Management" https://realinvestmentadvice.com/resources/blog/correction-continues-remain-cautious/ "Spock And The Logic Based Approach To Volatility" https://realinvestmentadvice.com/resources/blog/spock-and-the-logic-based-approach-to-volatility/ ------- The latest installment of our new feature, Before the Bell, "Market Corrections are Investing Opportunity" is here:  https://www.youtube.com/watch?v=4baHmCJqfYU&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1  ------- Our previous show is here: "Why is the Trade Deficit at Record Levels?" https://www.youtube.com/watch?v=dXH5dCkquaI&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=1827s ------- Get more info & commentary:  https://realinvestmentadvice.com/newsletter/ -------- REGISTER FOR OUR NEXT CANDID COFFEE (5/3/25) HERE: https://realinvestmentadvice.com/resources/events/live-chat/  ------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #BondYields #InterestRates #YieldCurve #MarketTrends #InvestingInsights #MarketCorrection #InvestingOpportunity #Gold #Oil #Liquidity#StayTheCourse #InvestingAdvice #MarketVolatility #LongTermInvesting #FinancialPlanning #TakeProfits #RebalancePortfolio #ReduceRisk #MarketRally #MarketRisk #MarketNormalization #RiskOff #MarketLows #ReflexiveRally #DownsideRisk #MarketVolatility #MarketCorrection #RiskManagement #InvestingTips #StockMarketUpdate #InvestingAdvice #Money #Investing

Why is the trade deficit at record levels? Lance Roberts breaks down the record-setting U.S. trade deficit and its far-reaching implications. From global trade imbalances and currency pressures to the potential impact on interest rates and inflation, we unpack what this growing deficit could signal for the U.S. economy in 2025. Lance Roberts explores: How the trade deficit affects GDP and growth Whether trade surpluses or deficits are “bad” for the economy Key sectors driving the imbalance What investors need to watch going forward SEG-1: Be Careful in May (and don't go away) SEG-2: The Problem with Buy Now-Pay Later SEG-3: The Truth about "Tariff-fueled" Inflation SEG-4a: What Markets Really Care About SEG-4b: Market Open Preview Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, Produced by Brent Clanton, Executive Producer ------- Watch today's video on YouTube: https://www.youtube.com/watch?v=dXH5dCkquaI&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=1827s ------- Articles mentioned in this report: "A Rare Zweig Breadth Thrust Provides Optimism" https://realinvestmentadvice.com/resources/blog/a-rare-zweig-breadth-thrust-provides-optimism/ "Correction Continues – The Value Of Risk Management" https://realinvestmentadvice.com/resources/blog/correction-continues-remain-cautious/ "Spock And The Logic Based Approach To Volatility" https://realinvestmentadvice.com/resources/blog/spock-and-the-logic-based-approach-to-volatility/ ------- The latest installment of our new feature, Before the Bell, "Are Markets Normalizing?" is here: https://www.youtube.com/watch?v=IgzHlYeVdYM&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1&t=6s ------- Our previous show is here: "Should You "Stay the Course" Now?" https://www.youtube.com/watch?v=GtRcKMkKoFQ&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=5s ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- REGISTER FOR OUR NEXT CANDID COFFEE (5/3/25) HERE: https://realinvestmentadvice.com/resources/events/live-chat/ ------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #StayTheCourse #InvestingAdvice #MarketVolatility #LongTermInvesting #FinancialPlanning #TakeProfits #RebalancePortfolio #ReduceRisk #MarketRally #MarketRisk #MarketNormalization #RiskOff #MarketLows #ReflexiveRally #DownsideRisk #MarketVolatility #MarketCorrection #RiskManagement #InvestingTips #StockMarketUpdate #InvestingAdvice #Money #Investing

Why is the trade deficit at record levels? Lance Roberts breaks down the record-setting U.S. trade deficit and its far-reaching implications. From global trade imbalances and currency pressures to the potential impact on interest rates and inflation, we unpack what this growing deficit could signal for the U.S. economy in 2025. Lance Roberts explores:  How the trade deficit affects GDP and growth Whether trade surpluses or deficits are “bad” for the economy Key sectors driving the imbalance What investors need to watch going forward SEG-1: Be Careful in May (and don't go away) SEG-2: The Problem with Buy Now-Pay Later SEG-3: The Truth about "Tariff-fueled" Inflation SEG-4a: What Markets Really Care About SEG-4b: Market Open Preview Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO,  Produced by Brent Clanton, Executive Producer ------- Watch today's video on YouTube: https://www.youtube.com/watch?v=dXH5dCkquaI&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=1827s ------- Articles mentioned in this report: "A Rare Zweig Breadth Thrust Provides Optimism" https://realinvestmentadvice.com/resources/blog/a-rare-zweig-breadth-thrust-provides-optimism/ "Correction Continues – The Value Of Risk Management" https://realinvestmentadvice.com/resources/blog/correction-continues-remain-cautious/ "Spock And The Logic Based Approach To Volatility" https://realinvestmentadvice.com/resources/blog/spock-and-the-logic-based-approach-to-volatility/ ------- The latest installment of our new feature, Before the Bell, "Are Markets Normalizing?" is here:  https://www.youtube.com/watch?v=IgzHlYeVdYM&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1&t=6s  ------- Our previous show is here: "Should You "Stay the Course" Now?" https://www.youtube.com/watch?v=GtRcKMkKoFQ&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=5s ------- Get more info & commentary:  https://realinvestmentadvice.com/newsletter/ -------- REGISTER FOR OUR NEXT CANDID COFFEE (5/3/25) HERE: https://realinvestmentadvice.com/resources/events/live-chat/  ------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #StayTheCourse #InvestingAdvice #MarketVolatility #LongTermInvesting #FinancialPlanning #TakeProfits #RebalancePortfolio #ReduceRisk #MarketRally #MarketRisk #MarketNormalization #RiskOff #MarketLows #ReflexiveRally #DownsideRisk #MarketVolatility #MarketCorrection #RiskManagement #InvestingTips #StockMarketUpdate #InvestingAdvice #Money #Investing

Headlines on today's episode include: Lindberg addresses ag trade deficit during confirmation hearing, Ag Secretary Rollins comments on workforce reductions, Second crop corn conditions favorable in Brazil, Mizzou economist says fuel retailers still seek E15 certainty, USDA launches complaint portal, and Tar spot is not much of a concern for South Dakota farmer.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Kia ora,Welcome to Wednesday's Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand.I'm David Chaston and this is the international edition from Interest.co.nz.And today we lead with news negative data is starting to flow more aggressively in the US as the consequences of dumb policy show through. It been a track to decline for the first 100 days of Trump II.First, the US Redbook index of retail sales rose +6.1% last week from the week before, but the strong suspicion is that much of this is inflation-related.And that is supported by a sharp drop in consumer sentiment reported by the Conference Board, down to a 13 year low in April and confirming the UofM earlier sentiment survey.US job openings fell by -288,000 to 7.192 mln in March, down -901,000 from a year ago to the lowest level in six months and well below market expectations of 7.5 mln. The drop was broad-based. Their quit rate rose to an 8 month high.The US trade deficit in goods widened sharply to -US$162 bln in March, the largest on record, and well above the expected -US$146 bln gap as tariff threats drove US importers to front-load their purchases. Unsurprisingly, that alos generated a spike in wholesale inventories.This bad trade result probably cements a very weak Q1-2025 GDP result. The next AtlantaFed GDP Now update will come tomorrow, and is unlikely to be pretty.The Dallas Fed's services sector survey pointed to weaker conditions and a weaker outlook.The Canadian election has resulted in a narrow win for the center-left (in North American terms) Liberals and the Quebec coalition partner. This is an unusual fourth consecutive win for the Liberals, and an unlikely one, very much aided by Trump trolling. It will be a tough gig because they are clearly facing recession, also flowing from the newly-fractious US relationship.The ECB survey on consumer inflation expectations in the euro-zone rose in March with the year ahead expectation up to 2.9%, its highest in a year.EU consumer sentiment dropped in March and to its lowest since December.And we should probably note that Denmark says it wants the EU to join the CPTPP.In Australia, there are three days left of campaigning in their federal election. Polling is tightening. Despite those polls still showing Labour ahead, much will depend on how voters rank their preferences, which could make it rather close.The overnight dairy Pulse auction came in better than the futures market signaled. The SMP price rose as expected and to its highest in a year, but the WMP price did not fall as expected, rather it showed a small gain and to its highest in three years.The UST 10yr yield is now at 4.17%, down another -4 bps from this time yesterday.The price of gold will start today at US$3319/oz, and down -US$17 from yesterday.Oil prices are down -US$1.50 at just on US$60.50/bbl in the US and the international Brent price is down a bit less, now just under US$64.50/bbl. These are two-week lows as global trade tensions and weak US data dampened the demand outlook.The Kiwi dollar is now at 59.4 USc, down -0.2% from yesterday at this time. Against the Aussie we are up +10 bps at 93 AUc. Against the euro we are unchanged at 52.2 euro cents. That all means our TWI-5 starts today just on 67.6 and down -10 bps.The bitcoin price starts today up +1.3% from yesterday at US$95,401. Volatility over the past 24 hours has been low at +/- 0.9%.You can find links to the articles mentioned today in our show notes.You can get more news affecting the economy in New Zealand from interest.co.nz.Kia ora. I'm David Chaston. And we will do this again tomorrow.

Episode 866 (40 mins 23 secs) Thoughts on the movie Warfare (no spoilers!). Discussing tariffs and trade deficits with China. Some memes about turning 40. Showing a lot of love with the 2005 Pride & Prejudice movie. Albert, Jiaming, and Ana talk about all that plus more. Updates, Show Notes, Links, and Contact Info can be found at… https://www.whowhatwhereswhy.com/stuffjunk/2025/4/23/866

Transcript: https://361.pub/A22TranscriptThis 361Firm Meetup and Briefing discussed the economic impact of the Trump administration's trade policies. Stephen Burke highlighted the IMF's revised global growth projections, down to 2.8% for 2025 and 3% for 2026, citing trade policy uncertainty as a major factor. Scott Slayton noted a 10.5% decline in the US dollar since January 2020, attributing it to trade tensions and a weaker dollar policy. The discussion also covered the potential for a recession in 2025, the impact of tariffs on exports and imports, and the long-term implications for the US dollar's reserve currency status. The meeting discussed the economic challenges faced by Russia, including high inflation and fiscal problems due to defense spending. The Chilean economy's past success was attributed to factors other than Milton Friedman's advice. The U.S. dollar's recent volatility was compared to past periods, with concerns about its future as a reserve currency. Upcoming bond auctions and their potential impact were highlighted, along with the unpredictability of tariff policies. The discussion also touched on the potential long-term effects of tariffs on manufacturing and the need for strategic investments to maintain U.S. competitiveness.OutlineMeetup - Introductions and New Members, Saudi Event LogisticsBriefing Starts with Discussion on Trade Policy and Economic Impact (see summary above)Stephen Burke discusses the IMF's revised growth projections, highlighting the impact of trade policy uncertainty on global growth.Scott Slayton's Analysis on the US DollarScott Slayton presents his report on the US dollar, highlighting the significant decline in the dollar since the Trump administration took office, the impact of high tariffs on growth, competitiveness, and the US dollar's role as a reserve currency, potential for a weaker dollar to support exports and the impact on American exceptionalism, need for investors to diversify into foreign stocks, bonds, and real assets.Q&A and Further DiscussionRoger Arjoon questions the rationality of Trump's trade policies and the potential for a recession.Stephen Burke and Scott Slayton discuss the potential outcomes of the trade negotiations and the impact on the US dollar. Economic Situation in Russia and ChileSimon Vine discusses the economic crisis in Russia, highlighting the depletion of their reserve fund and the high inflation due to defense spending.He compares the current situation in Russia to the Chilean economy, noting that Chile's economic success was not due to Milton Friedman's advice but to other factors.Vine mentions that the dollar's value has fluctuated significantly in the past, citing 1994He expresses uncertainty about the future but hopes that the current drastic measures will be successful.Bond Vigilante Front and Dollar WeaknessLeslie Bendig asks about the potential for another bond auction issue and the impact of a weak US dollar on Asia in 2026.Stephen Burke explains that the bond auctions could be influenced by various factors, including Fed meetings and trade discussions. Burke discusses the mixed impact of a weaker dollar on Asia, considering both the benefits and the potential for higher inflation and slower growth.Impact of Tariffs on Consumer BehaviorMichael Hammer shares a personal anecdote about the rising cost of sneakers at Walmart, attributing the increase to tariffs.Stephen Burke acknowledges the potential for significant market distortions and volatility due to unusual policies.Long-Term Investment Needs and Competitive AdvantageSameer Sirdeshpande emphasizes the need for long-term investments in manufacturing, distribution, and innovation to remain competitive.Mark Sanor mentions that the upcoming San Francisco event will address these issues, highlighting the importance of strategic investments.Legal and Political UncertaintiesParth Vakil questions the impact of successful trade renegotiations on the dollar's reserve currency status.Stephen Burke believes that the US's scale and depth make it difficult for any alternative currency to replace the dollar.Volatility and Investment OpportunitiesMichael Hammer and Stephen Burke discuss the volatility in the market and its impact on investors.Hammer argues that the overall trend will continue to be downward, while Burke sees opportunities for investors to upgrade their portfolios. You can subscribe to various 361 events and content at https://361firm.com/subs. For reference: Web: www.361firm.com/homeOnboard as Investor: https://361.pub/shortdiagOnboard Deals 361: www.361firm.com/onbOnboard as Banker: www.361firm.com/bankersEvents: www.361firm.com/eventsContent: www.youtube.com/361firmWeekly Digests: www.361firm.com/digest

What exactly is a trade deficit? And why are so many policymakers fixated on it? Lately, the trade deficit in the U.S. is taking the bulk of the blame for the economic situation we're in and it's one of the reasons the Trump administration is pushing for sweeping tariffs. But tariffs are likely not the answer, and a trade deficit might be better referred to as a capital surplus.  As a continuation of the tariffs discussion in the last episode, hosts and finance professors Jonathan Berk and Jules van Binsbergen are joined by John Cochrane, an economist at Stanford University and the Hoover Institution.   The conversation covers how trade deficits actually work, their implications on global and domestic economies, and how current trade policies may impact economic growth, inflation, and international relations.  Find All Else Equal on the web:  https://lauder.wharton.upenn.edu/allelse/All Else Equal: Making Better Decisions Podcast is a production of the UPenn Wharton Lauder Institute through University FM.

America has a massive trade deficit, and while this may not be a good thing economically, does a "trade deficit" spiritually reveal a problem? In this discussion, Eric and Nathan talk about God's "trade deficit" with humanity and how His pattern actually is how Christianity operates. In short, Jesus is in the business of extravagant generosity—His giving always super-abundantly outweighs what He requests in return—and this truth is not only awe-inspiring, but is also a very good thing.------------» Take these studies deeper and be discipled in person by Eric, Leslie, Nathan, and the team at Ellerslie in one of our upcoming discipleship programs – learn more at: https://ellerslie.com/be-discipled/» Receive our free “Five Keys to Walking Through Difficulty” PDF by going to: https://ellerslie.com/subscribe/» For more information about Daily Thunder and the ministry of Ellerslie Mission Society, please visit: https://ellerslie.com/daily» If you have been blessed by Ellerslie, consider partnering with the ministry by donating at: https://ellerslie.com/donate/» Discover more resources, books, and sermons from Eric Ludy by going to: https://ellerslie.com/about-eric-ludy/

Dr. Ron Cronovich, Professor of Economics at Carthage College, talks about Tariffs: What are they? How do they work? Are they good or bad? (Is that the right question to ask?) What is the primary motivation behind President Trump's policy on tariffs? What does it mean to have a Trade Deficit with another nation? Is that good or bad? What are the intended and unintended consequences of the sort of Trade War in which the United States is currently engaged?

April 15, 2025 – Buckle up: The macro master who nailed last year's market call, warns Trump's tariffs and a weaker dollar could trigger still more pain to come—and reveals how to protect your portfolio. Today, we're joined by Julian Brigden...

Mike Douglas gives an objective overview of Trump’s tariff strategy and how the United States got into the trade deficits it’s currently in. He sheds light on how China and other countries have put themselves in advantageous positions regarding trade. Mike also provides historical context of where Nancy Pelosi once stood on trade imbalance with China back in the 90s and how much it was costing the American workforce. Following the explanation of tariffs, Mike explores strategies to safeguard savings during turbulent times, weighing the benefits of Roth conversions and balancing market exposure to maintain stability. Emphasizing the importance of aligning investments with personal goals, he highlights the necessity of proactive planning to weather economic storms and ensure a secure financial future. Schedule your complimentary appointment today: MichigansRetirementCoach.com Follow us on social media: YouTube | Facebook | Instagram | LinkedInSee omnystudio.com/listener for privacy information.

This talk about the trade deficit and tariffs has sent markets into a tailspin and has everybody worried about the future of the US economy. What is all the fuss about?Gene Epstein on Tom Woods Showhttps://tomwoods.com/ep-2629-the-trump-tariffs-a-debate/Tim Cook on Manufacturing in Chinahttps://x.com/xenocosmography/status/1911067301060760038Trade Deficit Since 1960https://www.russell-clark.com/p/america-created-the-trade-imbalance

Today, Trump's trying Super Brexit, apparently because he lost a piano auction to a Japanese guy in 1988 (not kiddin'). We're talking tariffs that the White House can't agree on why they're doing them, apparently formulated by ChatGPT (really not kiddin'). And how we need to fix the trade deficit by making the people of Myanmar buy Cadillacs. It's a lot, and of course there's a nepo baby Soundcloud rapper involved. Join us.Support the show

Debate between Keith Rabois and Zach Weinberg on what tariffs are actually trying to accomplish. One core theme: Tariffs aren't fully about “bringing back factories,” but rather a negotiation tool to eliminate foreign trade barriers - ultimately aiming to increase free trade, not restrict it.We also got into:- What each of them would do if they were in charge- Whether the trade deficit is a meaningful metric or just a misunderstood talking point- If tariffs could be part of an initiative to replace income tax — shifting toward a more consumption-based tax system- If tariffs could successfully be used as a non-military tool to reduce drug supply to the US- If there's a major disconnect between the new administration's rhetoric and the actual economic goals behind the policyOne of the deepest economic conversations from the show's recent history — and a rare debate where both sides had real logic behind their views.(00:00) Introduction and Host's Biases(00:46) Keith's Perspective on Tariffs(03:05) Zach's Perspective and Clarifying Questions(05:14) Debating Tariff Strategies(07:45) Economic Implications and Free Trade(13:31) Trump's Tariff Policies and Goals(16:57) Global Trade and Protectionism(25:52) Final Thoughts on Tariffs and Trade(29:16) Discussion on Trade Tariffs and Partners(30:17) Impact of Tariffs on GDP and Debt(31:20) Political Coalitions and Trade Policies(32:00) Tariffs as Consumer Taxes(33:30) Debate on Trade Deficit and Tariff Rates(36:53) Regulatory Reforms and Economic Policies(47:25) Fentanyl Crisis and Trade Negotiations(51:06) Closing Remarks and Future TopicsExecutive Producer: Rashad AssirProducer: Leah ClapperMixing and editing: Justin HrabovskyCheck out Unsupervised Learning, Redpoint's AI Podcast: https://www.youtube.com/@UCUl-s_Vp-Kkk_XVyDylNwLA

The NIA boys discuss Tariffs, Trade War, Stock Meltdown, China & Can America Bring Back Manufacturing?Timestamps:(00:00:00) - Intro(00:01:48) - Nominative Determinism(00:07:02) - Tariffs TLDR and Vibe Check(00:16:43) - The Tariffs at a high level(00:25:45) - Tariffs are a tax(00:32:05) - Trade Deficit and Non Tariffs Trade Barriers(00:40:54) - The Administration and Tariffs(00:51:19) - Second Order Consequences(00:54:04) - On-Shoring Manufacturing(01:00:51) - China's Manufacturing Advantage(01:07:39) - Stock Market Meltdown and Final ThoughtsWhat Is Not Investment Advice?Every week, Jack Butcher, Bilal Zaidi & Trung Phan discuss what they're finding on the edges of the internet + the latest in business, technology and memes.Subscribe + listen on your fav podcast app:Apple: https://pod.link/notadvicepod.appleSpotify: https://pod.link/notadvicepod.spotifyOthers: https://pod.link/notadvicepodListen into our group chat on Telegram:https://t.me/notinvestmentadviceLet us know what you think on Twitter:http://twitter.com/bzaidihttp://twitter.com/trungtphanhttp://twitter.com/jackbutcherhttp://twitter.com/niapodcast Hosted on Acast. See acast.com/privacy for more information.

In this episode, Kathy Jones and Liz Ann Sonders discuss the current state of the markets, focusing on the volatility in both the equity and bond markets. They analyze the impact of recent economic announcements, the role of the Federal Reserve, and the implications of trade deficits. The conversation also covers investment strategies in uncertain times and looks ahead to upcoming economic indicators that could shape market expectations.On Investing is an original podcast from Charles Schwab. For more on the show, visit schwab.com/OnInvesting. If you enjoy the show, please leave a rating or review on Apple Podcasts.Important DisclosuresInvestors should consider carefully information contained in the prospectus, or if available, the summary prospectus, including investment objectives, risks, charges, and expenses. You can request a prospectus by calling 800-435-4000. Please read the prospectus carefully before investing.The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision. All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness, or reliability cannot be guaranteed. Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve. Investing involves risk, including loss of principal. Performance may be affected by risks associated with non-diversification, including investments in specific countries or sectors. Additional risks may also include, but are not limited to, investments in foreign securities, especially emerging markets, real estate investment trusts (REITs), fixed income, municipal securities including state specific municipal securities, small capitalization securities and commodities. Each individual investor should consider these risks carefully before investing in a particular security or strategy.Lower rated securities are subject to greater credit risk, default risk, and liquidity risk.Currency trading is speculative, volatile and not suitable for all investors.Past performance is no guarantee of future results and the opinions presented cannot be viewed as an indicator of future performance.Indexes are unmanaged, do not incur management fees, costs and expenses, and cannot be invested in directly. For more information on indexes, please see schwab.com/indexdefinitions.All names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security.Forecasts contained herein are for illustrative purposes only, may be based upon proprietary research and are developed through analysis of historical public data.The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.The MOVE Index, a.k.a the "VIX of bonds," helps investors track volatility across U.S. Treasuries. Sometimes, it can signal future action in equities.Correlation is a statistic that measures the degree to which two securities move in relation to each other.(0425-FT3S)

President Trump claims a main goal of his crippling tariffs is to address the U.S. trade deficit. So is the U.S. trade deficit a problem? On today's show, why we'll never have a trade surplus with every single country; what the benefits of a trade deficit are; and whether or not the trade deficit affects jobs. Related episodes:Tariffied! We check in on businesses (Apple / Spotify) Why there's no referee for the trade war (Apple / Spotify) Common economic myths debunked (Apple / Spotify) For sponsor-free episodes of The Indicator from Planet Money, subscribe to Planet Money+ via Apple Podcasts or at plus.npr.org. Fact-checking by Sierra Juarez. Music by Drop Electric. Find us: TikTok, Instagram, Facebook, Newsletter. Learn more about sponsor message choices: podcastchoices.com/adchoicesNPR Privacy Policy

Could AI-generated fake receipts upend expense reporting as we know it? In this eye-opening episode, Blake and David demonstrate live how easy it's becoming to create convincing financial documents with AI—from receipts to audit opinions. They break down why Trump's new "reciprocal" tariffs aren't what they seem (complete with meaningless Greek symbols) and how they're already triggering market turbulence. You'll also learn why the federal government is ending paper checks by September, potentially saving hundreds of millions while reducing fraud by 16x. Plus, discover why Signal might be the most secure messaging option for your sensitive client communications. Whether you're concerned about fraud detection, economic impacts on your clients, or evolving professional standards, this episode delivers practical insights for navigating today's rapidly changing landscape.SponsorsCloud Accountant Staffing - http://accountingpodcast.promo/casBluevine - http://accountingpodcast.promo/bluevine (Bluevine is a financial technology company, not a bank. Banking Services provided by Coastal Community Bank, Member FDIC.)Chapters(02:49) - Implications of AI-Generated Receipts (05:23) - Sponsor Acknowledgements and Livestream Interaction (06:15) - Deep Dive into Trump's Tariffs (09:27) - Economic Impact of Tariffs (22:57) - Creating Fake Receipts with AI (37:01) - Signal App and Secure Communication for Accountants (42:22) - Corporate Espionage and Fraud Cases (47:23) - Generating a Fake Audit Report with AI (52:19) - Discussing Douglas Edelman's Tax Evasion (56:33) - Deloitte Layoffs Due to Federal Crackdown (01:00:14) - Mandating Electronic Federal Tax Transactions (01:10:08) - IRS and ICE Coordination on Unauthorized Immigrants (01:13:34) - Alternative Pathways to Becoming a CPA (01:20:24) - Critique of Big Four Accounting Firms (01:28:01) - Upcoming Events and New Content on Earmark  Show NotesChatGPT's new image generator is really good at faking receiptshttps://techcrunch.com/2025/03/31/chatgpts-new-image-generator-is-really-good-at-faking-receipts/ Markets Swing Wildly After Trump Holds His Ground on Tariff Planhttps://www.wsj.com/livecoverage/stock-market-trump-tariffs-trade-war-04-07-25 Trump's Reciprocal Tariff Calculations Are Nonsense, Will Punish Mutually Beneficial Tradehttps://taxfoundation.org/blog/trump-reciprocal-tariffs-calculations/ Stellantis to temporarily lay off 900 US workers as tariffs bitehttps://www.reuters.com/business/autos-transportation/stellantis-says-will-temporarily-lay-off-900-us-workers-following-tariff-2025-04-03 Modernizing Payments To and From America's Bank Accounthttps://www.whitehouse.gov/presidential-actions/2025/03/modernizing-payments-to-and-from-americas-bank-account/ The Trump Administration Accidentally Texted Me Its War Planshttps://www.theatlantic.com/politics/archive/2025/03/trump-administration-accidentally-texted-me-its-war-plans/682151/ @parkerconrad Tweet: Rippling sued @Deel today … https://x.com/parkerconrad/status/1901615179718406276 Scoop: Fashion startup accuses founder of misconduct, after raising $534 millionhttps://www.axios.com/2025/03/31/scoop-caastle-founder-hunsicker-misconduct​The $7 Billion Defense Contractor Who Became One of America's Biggest Alleged Tax Cheatshttps://www.wsj.com/us-news/law/douglas-edelman-alleged-tax-fraud-who-ee65ea61 Deloitte is planning layoffs after a federal crackdown on consulting contractshttps://finance.yahoo.com/news/deloitte-planning-layoffs-federal-crackdown-063253531.html DOGE's private contract crackdown has eliminated more than 120 Deloitte contracts—more than twice the amount of any other consultancyhttps://fortune.com/2025/04/03/doge-private-contract-crackdown-deloitte-consultancies/ Probationary IRS workers will be back to work before Tax Day: Trial Balancehttps://www.cfo.com/news/probationary-irs-workers-will-be-back-to-work-before-tax-day-trial-balance/744419/IRS sharing info with ICE would put illegal immigrants between 'rock and a hard place': experthttps://www.yahoo.com/news/irs-sharing-ice-put-illegal-130026839.html Georgia, Indiana join growing band of states to pass CPA licensure lawshttps://www.cfodive.com/news/georgia-joins-growing-band-states-pass-cpa-licensure-laws-accounting-talent-shortage/744384/ I Quit my Big 4 Accounting Job to Fry Chicken and Will Never Go Back …https://www.businessinsider.com/quit-big-four-accounting-fry-chicken-never-go-back-2025-4 Local firm slashes staff starting salarieshttps://www.accountingtoday.com/opinion/local-firm-slashes-staff-starting-salariesNeed CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a fa...

In this episode of Uncommon Sense with Ginny Robinson, I'm giving my take (to the best of my ability—because I'm not a tariff expert and neither are most of the people chiming in right now) on Trump's gutsy new tariff move. It's the one that's got half the country cheering and the other half clutching their pearls. While the media yells “economic suicide,” I'm here to suggest that this strategy might actually work—but not overnight. We'll talk about the possibility of long-term gain, the reality of short-term discomfort, and the cultural obsession with instant results when what's often required is patience. I will also go over our collective short attention spans and why longer attention spans are needed for understanding complex issues like this. Every answer won't fit in a 15 second soundbite. At the end of the day, we'll have to pray, wait, and see. Some of the smartest plays take time to unfold.—https://noblegoldinvestments.com/learn/gold-and-silver-guide/?utm_campaign=21243613394&utm_source=g&utm_medium=cpc&utm_content=&utm_term=noble%20gold&seg_aprod=&ad_id=698073353663&oid=2&affid=1&utm_source=google&affiliate_source=googleads_brand_bmbc&utm_term=noble%20gold&gad_source=1&gbraid=0AAAAADQ2DzJSJ_mi5cJo8dO2FNUs7uNy-&gclid=CjwKCAjwktO_BhBrEiwAV70jXtjSCyioSM2Hz1McTAlR3f8t3KCDDN3-XBWLaIzwJmiEGe0ztxIk5RoCnM0QAvD_BwE

Political Analyst Dr. Meena Bose says that the "blunt instrument" process is what is causing uncertainty with tariffs

The trade deficit isn't an emergency - - it's a sign of America's strength Learn more about your ad choices. Visit megaphone.fm/adchoices

Today, we delve into two applicable words from the English language to describe Con Inc. and its arguments for the mix of policies we are seeing from the Trump administration: sophistry and demagoguery. It is taking broad principles we all support in their proper spheres and misapplying them to the extreme to play on people's emotions. Also, to the extent a trade deficit is a problem, it's only because of the fiscal deficit. The problem is Trump is now supporting a horrible Senate reconciliation bill to make matters worse. If only he cared about the fiscal deficit as much as the trade deficit, we would achieve his stated goals without spending as much political capital. Learn more about your ad choices. Visit megaphone.fm/adchoices

The Rich Zeoli Show- Hour 1: 3:05pm- In response to the Trump Administration's reciprocal tariff, the S&P 500 fell nearly 1% on Monday—and is now down 14% over the last three days of trading. It has lost more than $5 trillion in value since the beginning of last week. Meanwhile, the Dow Jones Industrial Average has declined by more than 20% from its recent high, entering correction territory. 3:30pm- On Monday, President Donald Trump met with Israeli Prime Minister Benjamin Netanyahu in the Oval Office. During the meeting Trump answered numerous questions from the press—many regarding tariffs and the U.S. economy. Netanyahu pledged to eliminate the trade deficit between the U.S. and Israel and reduce tariffs on U.S. imports to 0%. 3:50pm- China has vowed to place an additional 34% tariff on U.S. imported goods—matching the tariffs the Trump Administration announced against Chinese-made products. In a post to Truth Social, Trump warned that if China retaliates, he will impose an additional 50% tariff on their goods effective on April 9th. Trump continued: “Negotiations with other countries, which have also requested meetings, will begin taking place immediately.” Weekday afternoons on Talk Radio 1210 WPHT, Rich Zeoli gives the expert analysis and humorous take that we need in this crazy political climate. Along with Executive Producer Matt DeSantis and Justin Otero, the Zeoli show is the next generation of talk radio and you can be a part of it weekday afternoons 3-7pm.

In this episode, we dive into Trump's proclaimed ‘Liberation Day,' a bold move that slapped tariffs ranging from 10% to 90% on key imports—aimed at reshaping trade relationships, addressing imbalances, and bolstering domestic manufacturing. Joining us is special guest Jacob Keen, CVA, Henssler's Director of Investments, who not only unpacks the potential market impact of these tariffs but also takes us inside Henssler's portfolio strategy, explaining how diversification plays a crucial role in managing risk.After the break, we continue the conversation, exploring the broader economic implications of these tariffs and what they could mean for businesses, investors, and consumers in the months ahead.Join hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, and Kelly-Lynne Scalice on Henssler Money Talks as they explore key financial strategies to help investors navigate market uncertainty.Henssler Money Talks — April 5, 2025  |  Season 39, Episode 14Timestamps and Chapters3:35: Liberation Day: Reciprocal Tariffs and Trade Policy24:28: Portfolio Construction and Diversification42:30 Broad Economic Implications of TariffsFollow Henssler:  Facebook: https://www.facebook.com/HensslerFinancial/ YouTube:  https://www.youtube.com/c/HensslerFinancial LinkedIn: https://www.linkedin.com/company/henssler-financial/ Instagram: https://www.instagram.com/hensslerfinancial/ TikTok: https://www.tiktok.com/@hensslerfinancial?lang=en X: https://www.x.com/hensslergroup  “Henssler Money Talks” is brought to you by Henssler Financial. Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/ 

Jacob and Marko convene an emergency episode to discuss Liberation Day. Afterwards, they speak to fellow cousin Matt Gertken about President Trump's comments that he might serve a third presidential term. --Timestamps:(00:00) - Introduction and Episode Overview(01:46) - Discussion on Tariffs and Trade Deficit(02:58) - Reciprocal Tariffs and Economic Reactions(04:56) - Market Reactions and Negotiation Strategies(07:02) - Uncertainty and Global Trade Dynamics(07:45) - Historical Context and Strategic Analysis(10:15) - Geopolitical Implications and Future Scenarios(13:15) - US Fiscal Policy and Global Trade War(30:57) - Potential Outcomes and Congressional Actions(35:20) - Biden's Missed Opportunity with Trade(36:04) - Challenges in US Trade Negotiations(37:44) - Inflation and Tariffs Debate(40:19) - Recession Concerns and Economic Adjustments(41:11) - Tariffs and Their Impact on American Manufacturing(43:09) - China's Military Exercises and Taiwan(44:30) - Debating China's Intentions with Taiwan(52:03) - Part 2 with Matt Gertken (54:48) - Trump's Third Term Speculation(01:06:44) - Reflecting on Beginnings and Career Paths(01:07:52) - The Impact of Leadership on Markets(01:10:52) - Comparing Political Systems: US, China, and Russia(01:13:11) - The Future of American Democracy(01:17:19) - Media Manipulation and Political Spectacle(01:20:50) - The Role of the Supreme Court(01:32:57) - European Politics and the Far Right(01:42:31) - Concluding Thoughts on Geopolitics--Referenced in the Show:Note from Matt on reference he made in podcast: Cato of Utica is associated with Geo Washington. He committed suicide when Caesar came to power - But it was Cato the ELDER who would retreat to his Sabine farm after various stints in power. https://www.mountvernon.org/library/digitalhistory/digital-encyclopedia/article/cato--Jacob Shapiro Site: jacobshapiro.comJacob Twitter: x.com/JacobShapCI Site: cognitive.investmentsSubscribe to the Newsletter: bit.ly/weekly-sitrep--The Jacob Shapiro Show is produced and edited by Audiographies LLC. More information at audiographies.com --Jacob Shapiro is a speaker, consultant, author, and researcher covering global politics and affairs, economics, markets, technology, history, and culture. He speaks to audiences of all sizes around the world, helps global multinationals make strategic decisions about political risks and opportunities, and works directly with investors to grow and protect their assets in today's volatile global environment. His insights help audiences across industries like finance, agriculture, and energy make sense of the world.Cognitive Investments is an investment advisory firm, founded in 2019 that provides clients with a nuanced array of financial planning, investment advisory and wealth management services. We aim to grow both our clients' material wealth (i.e. their existing financial assets) and their human wealth (i.e. their ability to make good strategic decisions for their business, family, and career).--This podcast uses the following third-party services for analysis: Podtrac...

OpeningHappy b-day to wife and her mom! Tiger Dating Vanessa. Cialis. 2.5mg per day for longevity from Bryon Trump, Kid Rock, Dana White and Bill Maher have dinner. MarketsFull Correction Territory (down 10%); quickly moving to “Bear” down 15%. S&P 17%, Tech 25%+Apple in huge correction. PE still at 30Netflix at 43. TariffsNo income tax in the US income tax until 1913. Tariff rates: The U.S. charged less than most big players—think 2-5% versus 5-15% from others.Trade Deficit 2024 was $918.4 billion.Total US spending deficit: $1.8 trillion in 2024 per FRED. Spend $6t and take in $4t. Total US Debt. $36 trillion.Interest expense is $1t growingRay Dalio on the significance and problem of debt.Antonio Gracias on SS and Medicaid Fraud. NetflixAdolescenceSpaceX turns out it was harrowing story simply docking the Starliner. X & XaiElon announcement hereCNBC interview with Rich Greenfield. . WSJ Article here. RoboticsNew Figure Video released.Tesla now taking deliveries for Optimus. Official post from Tesla that autonomous robotaxi starting in Austin in JuneTeslaTesla worst delivery numbers in years. Norway registered more cars in March that ever.Made in the USAKey Elements of RICO ChargesGovernment inefficiencyFix Regulation and be more efficientHere is video of Ezra Klein discussing with Jon Stewart why $44b of broadband connected zero homes in 4 years. Social Security:Antonio Gracias:!  SS fake #'s and spendingsWho is screaming the loudest. The Fraudsters.  Video from Jason C. https://x.com/Jason/status/1906730493216780699 DogeGoal is to reduce spending by $1b or 15%.  Entire Doge Interview with Brett Baier.  Survey at 1:10. $1b. $830m online survey.  1700 different IT systems. 17 CIO's. Social Security Fraud. 

Market Update: Mixed Economic Data and Market Volatility - March 18th In this episode of Dividend Cafe, Brian Szytel recaps the market happenings of Tuesday, March 18th. Following two days of gains, the market experienced a pullback with the Dow down 260 points, representing a 2.25% decline for the year. The S&P and NASDAQ also recorded losses. Szyte discusses a continued rotation from growth to value stocks and the impact of geopolitical issues. Key economic indicators such as housing starts, building permits, import prices, and industrial production are examined, illustrating a mixed economic outlook. The episode also addresses the U.S. trade deficit and its implications, along with insights from research analyst Rene Aninao on hedge funds and market correlations. Upcoming Federal Reserve talks and potential tariff announcements are anticipated for the week ahead. 00:00 Introduction and Market Overview 00:58 Economic Indicators and Housing Data 02:47 Trade Deficit and Fiscal Policy 03:29 Global Currency and Investment Dynamics 04:08 Hedge Funds and Market Correlation 05:41 Conclusion and Upcoming Events Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

A tense standoff in international trade this week was resolved when President Trump agreed to delay some tariffs on Canada and Mexico for one more month. The President says tariffs are necessary to motivate companies to re-shore their production in the U.S. and to shrink our nation's trade deficit. FOX Business' Lydia Hu speaks with president of Trade Partnership Worldwide Dan Anthony about what a trade deficit is, the impact tariffs are having on U.S. companies, and analysis on what to expect on tariff policies to come. Photo Credit: AP Learn more about your ad choices. Visit podcastchoices.com/adchoices

A tense standoff in international trade this week was resolved when President Trump agreed to delay some tariffs on Canada and Mexico for one more month. The President says tariffs are necessary to motivate companies to re-shore their production in the U.S. and to shrink our nation's trade deficit. FOX Business' Lydia Hu speaks with president of Trade Partnership Worldwide Dan Anthony about what a trade deficit is, the impact tariffs are having on U.S. companies, and analysis on what to expect on tariff policies to come. Photo Credit: AP Learn more about your ad choices. Visit podcastchoices.com/adchoices

The discussion starts with coffee from El Salvador and we end up on the trade deficit and what we need to fix it ASAP. Plus the massive number of ingredients' in some of the processed foods.

SUMMARYIn this Weekly Business news episode of "Right About Now," hosts Ryan and Chris discuss key business news, including government efficiency, social media ownership, and trade policies. They critique government job productivity, referencing Elon Musk's initiatives to streamline operations. The hosts also debate the potential U.S. acquisition of TikTok, arguing it would be preferable to Chinese control. Additionally, they explore the impact of tariffs on trade with China, Canada, and Mexico, emphasizing the need for strategic economic measures. The episode blends informal conversation with critical analysis, urging listeners to stay informed about evolving business and political landscapes. TAKEAWAYSOverview of current business news as of February 7, 2025.Discussion on government efficiency and recent initiatives aimed at improving productivity.Examination of the potential acquisition of TikTok by a U.S. sovereign wealth fund.Analysis of the implications of tariffs on trade, particularly with China, Canada, and Mexico.Insights into the challenges of home affordability for young adults in America.Commentary on a significant NBA trade involving Luka Dončić and Anthony Davis.Exploration of the impact of rising living costs and stagnant wages on homeownership.Concerns about the role of private equity firms in the housing market.Reflection on the broader economic landscape and its effects on the American Dream.Emphasis on the need for policy changes to address economic equity and housing issues. If you enjoyed this episode and want to learn more, join Ryan's newsletter https://ryanalford.com/newsletter/ to get Ferrari level advice daily for FREE. Learn how to build a 7 figure business from your personal brand by signing up for a FREE introduction to personal branding https://ryanalford.com/personalbranding. Learn more by visiting our website at www.ryanisright.comSubscribe to our YouTube channel www.youtube.com/@RightAboutNowwithRyanAlford.

Markets remain in a bullish trend for the moment, despite disappointing economic news in the Trade Deficit and the ISM Services Index. Improving relative strength is also providing lift for the market. Technically, everything is fine despite disappointing news from AMD, Google, and others. Money flows continue to creep upward with continued buying. Lance and Michael spend the remaining segments of the show discussing money, currencies, and concepts of money supply management: All money is lent into existence. The Federal Reserve or the government does not print money. Those two facts are vital to understanding our lead question: where does money come from? Furthermore, knowing who does and doesn't print money and the incentives and disincentives that change the money supply are critical to inflation forecasting. On this morning's episode, Lance and Michael share how money is created, monetary policy and Federal Reserve money supply are explained, along with the Banking system and money creation. Understanding Fiat Currency; ; the theory of BitCoin value; the hyper-inflation of the Weimar Republic; currency vs money. Understanding the "plumbing" of money, and how deficit spending has helped buoy the economy. What is the most readily-accepted medium of exchange = The Dollar (not gold). How high-income earners invest into assets. SEG-1: Wrapping Earnings Season & Economic Data SEG-2: Understanding Where Money Comes From SEG-3: Understanding Fiat Currency SEG-4: Understanding Money Plumbing Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Portfolio Manager Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer ------- REGISTER FOR OUR NEXT CANDID COFFEE (2/8/25) HERE: https://realinvestmentadvice.com/resources/events/retirement-income/ ------- Watch today's show video here: https://www.youtube.com/watch?v=yzBlKb1Bi4k&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=3s ------- Articles mentioned in this report: "Tariffs Roil Markets" https://realinvestmentadvice.com/resources/blog/tariffs-roil-markets/ "The Clock Has No Hands" https://realinvestmentadvice.com/resources/blog/the-clock-has-no-hands/ "The Clock Has No Hands" https://realinvestmentadvice.com/resources/blog/the-clock-has-no-hands/ ------- The latest installment of our new feature, Before the Bell, "Markets Continue to Defy Disappointing News," is here: https://www.youtube.com/watch?v=uXK2lxRVwhg&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "What the Bond Market is Telling Us About Trump 2.0" https://www.youtube.com/watch?v=rGxP5qqoTV8&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=3s ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #MarketRally #BondYields #EconomicWeakness #AMD #Google #BondMarket #MoneyCreation #FinancialEducation #EconomyExplained #MoneyMatters #Currency #USDollar #FiatCurrency #WeimarRepublic #TrumpEconomy #InterestRates #StockMarketNews #FinancePodcast #MarketVolatility #PortfolioRisk #InvestingAdvice #Money #Investing

Market Reactions to Fed Policy Announcement In this episode of Dividend Cafe, Brian Szytel discusses the market reactions following the Federal Reserve's policy announcement on January 29th. The episode addresses the modest sell-off in the Dow, S&P, and NASDAQ, and the flat interest rates. Brian highlights the Fed's decision to maintain the interest rate and shift focus to employment risks over inflation. He argues that the positive correlation between interest rates and economic growth is currently balanced. The episode also touches on the record $1.2 trillion goods deficit in 2024 and provides insight into comprehensive wealth management services offered by Brian's firm. 00:00 Introduction and Market Overview 00:20 Federal Reserve Meeting Insights 00:49 Economic Indicators and Market Reactions 02:35 Trade Deficit and Economic Health 03:15 Q&A: Beyond Dividend Growth 03:34 Comprehensive Wealth Management Services 04:05 Conclusion and Contact Information Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Stock markets, gold's stability, inflation, and economic predictions.Cut your wireless bill to $15/month at https://mintmobile.com/gold. $45 upfront payment required. For new customers on the first 3 month plan only.Sign up for a $1/month trial period at https://shopify.com/goldIn his latest podcast episode, Peter Schiff discusses significant movements within the economy, reacting to recent news in the market and politics. He begins by reflecting on his previous milestone podcast and wishes his listeners holiday greetings. Schiff provides in-depth analysis on the latest market trends, including the Dow's performance, the fluctuating gold and bond markets, and the Japanese government's bond yields. He critiques government spending policies, the inflationary impacts of rate cuts, and predicts a continuous rise in long-term treasury yields. Schiff also highlights the implications of a potential global financial shift, the impact of tariffs on the U.S. economy, and the rising U.S. deficit. He concludes by warning of a looming economic crisis and the potential consequences for the U.S. dollar and global markets, while emphasizing the significance of investing wisely in these volatile times.