Podcasts about traders

Is leverage a scam… or are traders just using it wrong?In this episode of The Trading Coach Podcast, we break down the truth about leverage in trading. You'll learn why leverage gets blamed for blown accounts, how professional traders actually use it, and the real risk most traders never talk about.If you've ever wondered whether leverage is dangerous or just misunderstood, this episode will completely change the way you look at it.3-Day Online Trading Workshop Registrationhttps://training.tieronetrading.com/income-trader-3-day-workshop63847604Your Trading Coach Akil

How does war impact the stock market and what are the potential risks and hazards that impact traders attempting to remain profitable in their swing trading? In this podcast episode, Ryan Mallory covers everything managing the volatility that comes with the headline risk, dealing with heightened levels of emotions, securing open profits, and market exposure to uncertainty in the stock market.Be sure to check out my Swing-Trading offering through SharePlanner that goes hand-in-hand with my podcast, offering all of the research, charts and technical analysis on the stock market and individual stocks, not to mention my personal watch-lists, reviews and regular updates on the most popular stocks, including the all-important big tech stocks. Check it out now at:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠https://www.shareplanner.com/premium-plans⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Scalping is one of the fastest trading styles in the market—but is it actually profitable, or just a way for brokers to collect more commissions?In this episode, Akil Stokes breaks down what scalping really is, the psychological and technical skills required to do it successfully, and why most traders struggle with it. Before you try scalping the markets, make sure you hear this.

Send a textIn this special emergency episode of The Wall Street Skinny, we sat down with Andreas Laskaratos, CEO of AB Commodities Group, a global oil and gas shipping and trading firm with operations spanning Europe, Asia, and the Americas. Andreas is one of the few people in the world who operates across both the physical and financial sides of the commodities complex, and he's been a longtime friend of the show.With Iran blockading the Strait of Hormuz, shipping rates spiking 5x overnight, and 20% of global oil flow suddenly in question, there was no one we wanted to talk to more. Andreas walks us through the mechanics of what's actually happening when it comes to oil, natural gas, and the broader commodities complex.We cover everything from the basics (WTI vs. Brent, what actually comes out of a barrel of crude, why it costs Saudi Arabia $5 to extract oil and the U.S. $50) to the trades being put on right now, why China is likely hurting the most, and what the 45-day timeline to $150 oil actually looks like. Andreas also had his war insurance canceled in real time while we were recording, which pretty much tells you everything you need to know about where things stand.Whether you work in finance, energy, or you're just trying to understand why your gas prices look the way they do this is the best crash course you'll get in commodities in under an hour.For a 14 day FREE Trial of Macabacus, click HEREShop our Self Paced Courses: Investment Banking & Private Equity Fundamentals HEREFixed Income Sales & Trading HERE Wealthfront.com/wss. This is a paid endorsement for Wealthfront. May not reflect others' experiences. Similar outcomes not guaranteed. Wealthfront Brokerage is not a bank. Rate subject to change. Promo terms apply. If eligible for the boosted rate of 4.15% offered in connection with this promo, the boosted rate is also subject to change if base rate decreases during the 3 month promo period.The Cash Account, which is not a deposit account, is offered by Wealthfront Brokerage LLC ("Wealthfront Brokerage"), Member FINRA/SIPC. Wealthfront Brokerage is not a bank. The Annual Percentage Yield ("APY") on cash deposits as of 11/7/25, is representative, requires no minimum, and may change at any time. The APY reflects the weighted average of deposit balances at participating Program Banks, which are not allocated equally. Wealthfront Brokerage sweeps cash balances to Program Banks, where they earn the variable APY. Sources HERE.

#RightNow สงครามใหญ่ ยางพารา = ขาขึ้น? | Right Now Ep.1,648⁣⁣⁣ถามอีก กับ พี่นุช คุณสินีนุช โกกนุทาภรณ์ กรรมการผู้จัดการ บริษัท ไทยอีสเทิร์น กรุ๊ป โฮลดิ้งส์ จำกัด (มหาชน) หรือ TEGH⁣⁣โดย อิก บรรพต ธนาเพิ่มสุข, AFPT ที่ปรึกษาการเงิน⁣⁣⁣⁣⁣ติดตามความรู้และอัพเดต TAM-EIG_ลงทุนไทย ไปได้ไกลกว่าที่เห็น⁣https://links.tam-eig.com/LineOpenchat_Thai1 ⁣⁣*สัมภาษณ์วันที่ 4 มี.ค. 69⁣⁣==========⁣⁣ใครอยากคุยกับพี่เบียร์ วนนท์ แบบใกล้ชิดจริงๆ ⁣⁣รอบนี้เป็น ปิดห้องคุยกันแบบเอ็กซ์คลูซีฟ ถามได้ลึก คุยได้เต็มที่ บรรยากาศกันเองสุดๆ⁣⁣รายละเอียดงานและจองบัตรที่นี่

“Good trading is boring.” But most traders lose money because they can't handle boredom. In this episode, Akil breaks down why slow markets trigger overtrading, how boredom fuels costly mistakes, and why mastering stillness is the key to consistent profits. If you struggle with forcing trades or chasing action, this one could change your trading career.REGISTER FOR OUR 3-DAY ONLINE TRADING WORKSHOPhttps://training.tieronetrading.com/income-trader-3-day-workshop63847604Your Trading Coach - Akil

Prediction markets are having a big moment. Platforms like Polymarket and Kalshi have brought them into the spotlight. But most prediction markets still follow a simple format: a binary outcome. Yes or no. Win or lose.In this episode, I sit down with Philip from Trendle.fi to explore a new approach. What if prediction markets were not just about outcomes? What if you could actually trade attention around topics, trends, and people?Philip explains how Trendle measures conversations across platforms like Reddit, YouTube, and X to create an attention index. Traders can then long or short that index depending on whether they think the topic will gain or lose traction.We also talk about how the 2024 U.S. elections boosted prediction markets, why peer-to-peer models may outperform traditional bookmakers, and why the next wave of innovation will come from new market mechanics rather than copying existing models.If you're interested in Web3 innovation, market design, or the future of prediction markets, this episode is for you.Key LearningsPrediction markets are entering the mainstreamPlatforms like Polymarket and Kalshi have introduced thousands of users to prediction markets, especially during major political events like the 2024 U.S. elections.Prediction markets have existed for decadesBetting on future outcomes is not new. From horse racing to sports betting, humans have always tried to predict the future and place bets on it.Peer-to-peer markets may outperform bookmakersTraditional bookmakers take on risk when setting odds. Peer-to-peer markets allow users to trade directly with each other, often resulting in better pricing and reduced risk for the platform.Trendle introduces a new concept: the attention indexInstead of predicting outcomes, Trendle measures how much attention a topic receives online and turns that attention into a tradable asset.Social media data powers the attention indexTrendle gathers data from Reddit, YouTube, and X to measure how often people discuss specific topics and updates the index frequently.Attention itself can become a marketUsers can long or short topics depending on whether they think the conversation around them will grow or fade.AI agents are already trading prediction marketsSome traders are building bots that detect price discrepancies across platforms and use arbitrage strategies.Trendle's strategy starts with crypto communitiesThe initial go-to-market strategy focuses on crypto traders and communities before expanding to broader cultural topics like celebrities and major trends.Education will be a major challengeBecause the attention index is a new concept, helping users understand how it works will be a key focus.Trendle is currently fundraising and exploring partnershipsThe team is looking to collaborate with communities, builders, and investors as they scale the platform.Connect with Trendlehttps://trendle.fi/https://x.com/trendlefi DisclaimerNothing mentioned in this podcast is investment advice and please do your own research.Finally, it would mean a lot if you can leave a review of this podcast on ApplePodcasts or Spotify and share this podcast with a friend.Be a guest on the podcast or contact us - https://www.web3pod.xyz/

Opening Round is here, or as we like to call it, Cheat Code Round! It means we get a look at some potential AFL Fantasy players who we are considering and know what score will be in there to affect the first price change. Calvin, Roy and Warnie chat through who is on the watchlist across the five matches and answer plenty of your questions! Head to fantasy.afl.com.au or download the app to start picking your team today. Episode guide 0:00 - Key info ahead of R1 5:30 - Sydney v Carlton Watchlist 8:20 - Gold Coast v Geelong Watchlist 12:55 - GWS v Hawthorn Watchlist 15:20 - Brisbane v Western Bulldogs Watchlist 19:45 - St Kilda v Collingwood Watchlist 22:00 - Questions from social media - follow @AFLFantasy on X, @aflfantasy on Instagram and like the Official AFL Fantasy facebook page. 37:05 - Last minute tips. - - - - Find more from Roy, Calvin and Warnie. Head to afl.com.au/fantasy for more content from The Traders. Like AFL Fantasy on Facebook. Follow @AFLFantasy on Instagram. Follow @AFLFantasy on X.See omnystudio.com/listener for privacy information.

Mitch & Luke are back on the mic to discuss all things AFL Fantasy in 2026!In this episode of season 4 we discuss all MUST HAVE rookies and cash cows as well as the ones which are a bit tougher to call to round out our fantasy squads!* JOIN OUR PATREON FOR BONUS CONTENT - www.patreon.com/ballboys**JOIN US FOR SEASON 4 OF BALL BOYS AFL FANTASY BY SUBSCRIBING!*Don't forget to tune into our review shows every Monday evening as we review the weekend to give out the BOGs and Flogs, chop out the players ruining our teams and discuss the strategy for the upcoming week!*GIVE THE PODCAST A 5 STAR RATING AND REVIEW!*Apple Podcast: https://podcasts.apple.com/au/podcast...Spotify: https://open.spotify.com/show/5ihn0Im...Follow the boys on X!Ball Boys - @ballboysaflMitch - @ballboysfantasyLuke - @lukerogo17#aflfantasy #aflsupercoach #aflfantasy2026.........AFL Fantasy,Fantasy AFL,AFL,AFL Dreamteam,Supercoach,DT Talk,AFL Fantasy must have players,afl fantasy pods,how to play afl fantasy,The Traders,how to win afl fantasy,afl fantasy advice,afl fantasy podcast,afl podcast,fantasy football,the ball boys,afl fantasy 2026,fantasy afl 2026,supercoach 2026,afl supercoach 2026,afl fantasy must have,afl fantasy team reveal,afl fantasy team reveal 2026,afl fantasy draft,afl fantasy classic,afl fantasy rankingsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

#RightNow สะเทือนโลก! ปิดฮอร์มูซ+การ์ตาไม่ส่ง LNG | Right Now Ep.1,645⁣⁣⁣ถามอีก กับ พี่หมู คณสุวัฒน์ สินสาฎก กรรมการผู้จัดการ บริษัท หลักทรัพย์โกลเบล็ก จำกัด⁣⁣โดย อิก บรรพต ธนาเพิ่มสุข, AFPT ที่ปรึกษาการเงิน⁣⁣⁣⁣⁣ติดตามความรู้และอัพเดต TAM-EIG_ลงทุนนอก ต้องออกไปให้รู้⁣https://links.tam-eig.com/LineOpenchat_Offshores1 ⁣⁣*สัมภาษณ์วันที่ 3 มี.ค 69⁣⁣==========⁣⁣[ADS] บริษัท วินด์ เอนเนอร์ยี่ โฮลดิ้ง จำกัด (WEH) ผู้บุกเบิก และผู้ผลิตกระแสไฟฟ้าจากพลังงานลมที่ใหญ่ที่สุดในประเทศไทย⁣⁣ ⁣⁣ปัจจุบันมีโรงไฟฟ้า 8 โครงการ กำลังผลิตติดตั้งรวม 717 เมกะวัตต์ ที่ผลิตและจ่ายไฟฟ้าเข้าสู่ระบบแล้ว ภายใต้สัญญา PPA ระยะยาว ทำให้โครงสร้างรายได้มีความมั่นคง สะท้อนผ่านผลประกอบการ ที่มีรายได้รวมมากกว่า 10,000 ล้านบาท มีกำไรสุทธิมากกว่า 5,000 ล้านบาทต่อเนื่องหลายปี กระแสเงินสดจากการดำเนินงานมากกว่า 9,000 ล้านบาท และ D/E ล่าสุดเพียง 0.70 เท่า ต่ำกว่าค่าเฉลี่ยอุตสาหกรรม และไม่เคยมีประวัติผิดนัดชำระหนี้ สะท้อนฐานะการเงินแข็งแรง ล่าสุดชนะประมูลโครงการใหม่อีก 4 โครงการ รวม 299 เมกะวัตต์ เตรียมทยอยรับรู้รายได้ปี 2570 จนครบในปี 2573 โดยตั้งเป้าดันพอร์ตโตสู่ระดับ 2,000 เมกะวัตต์ในปี 2580⁣⁣ ⁣⁣เตรียมเสนอขายหุ้นกู้ชนิดหุ้นกู้ชนิดระบุชื่อผู้ถือ ประเภทไม่ด้อยสิทธิ ไม่มีประกัน และมีผู้แทนผู้ถือหุ้นกู้ อายุ 2 ปี 6 เดือน ครบกำหนดไถ่ถอนปี 2571 อัตราดอกเบี้ยคงที่ [6.90 – 7.10] % ต่อปี กำหนดชำระดอกเบี้ยทุก 3 เดือน⁣⁣ ⁣⁣คาดว่าจะเปิดจองซื้อระหว่างวันที่ 24-26 มี.ค. 2569 และออกหุ้นกู้วันที่ 27 มี.ค. 2569⁣⁣ ⁣⁣สำหรับผู้ลงทุนสถาบัน (II) และ/หรือผู้ลงทุนรายใหญ่ (HNW) สนใจติดต่อผู้จัดจำหน่ายหุ้นกู้ร่วม จำนวน 8 แห่ง ได้แก่⁣⁣1. บริษัทหลักทรัพย์ ดาโอ (ประเทศไทย) จำกัด (มหาชน)⁣⁣2. บริษัทหลักทรัพย์ บียอนด์ จำกัด (มหาชน)⁣⁣3. บริษัทหลักทรัพย์ ยูโอบี เคย์เฮียน (ประเทศไทย) จำกัด (มหาชน)⁣⁣4. บริษัทหลักทรัพย์ โกลเบล็ก จำกัด⁣⁣5. บริษัทหลักทรัพย์ เมย์แบงก์ (ประเทศไทย) จำกัด (มหาชน)⁣⁣6. บริษัทหลักทรัพย์ ทรีนีตี้ จำกัด⁣⁣7. บริษัทหลักทรัพย์ ฟิลลิป (ประเทศไทย) จำกัด (มหาชน)⁣⁣8. บริษัทหลักทรัพย์ อพอลโล่ เวลธ์ จํากัด⁣⁣ ⁣⁣โดยมี ธนาคารกรุงเทพ จำกัด (มหาชน) เป็นนายทะเบียนหุ้นกู้ และ บริษัทหลักทรัพย์ ดาโอ (ประเทศไทย) จำกัด (มหาชน) เป็นผู้แทนผู้ถือหุ้นกู้⁣⁣⁣==========⁣⁣⁣

#OFFRECORD ด่วน! อิหร่านยิงขีปนาวุธใส่ท่าเรือ Fujairah ใน UAE | OFF THE RECORD Ep.209⁣⁣โดย อิก บรรพต AFPTtm ที่ปรึกษาทางการเงิน⁣⁣ติดตามความรู้และอัพเดต TAM-EIG_ลงทุนนอก ต้องออกไปให้รู้⁣https://links.tam-eig.com/LineOpenchat_Offshores1 ⁣⁣*วิเคราะห์วันที่ 3 มี.ค.. 69⁣⁣============⁣ใครอยากคุยกับพี่เบียร์ วนนท์ แบบใกล้ชิดจริงๆ ⁣⁣รอบนี้เป็น ปิดห้องคุยกันแบบเอ็กซ์คลูซีฟ ถามได้ลึก คุยได้เต็มที่ บรรยากาศกันเองสุดๆ⁣⁣รายละเอียดงานและจองบัตรที่นี่

#RightNow ด่วน! หุ้นไทย circuit breaker ถูกทิ้งดิ่ง | Right Now Ep.1,646⁣⁣⁣ถามอีก กับ พี่เบิร์ด คุณจักรพล ทองเจริญ นักลงทุนอิสระ เจ้าของเพจสแกนหุ้น⁣⁣โดย อิก บรรพต ธนาเพิ่มสุข, AFPT ที่ปรึกษาการเงิน⁣⁣⁣⁣⁣ติดตามความรู้และอัพเดต TAM-EIG_ลงทุนไทย ไปได้ไกลกว่าที่เห็น⁣https://links.tam-eig.com/LineOpenchat_Thai1 ⁣⁣*สัมภาษณ์วันที่ 4 มี.ค. 69⁣⁣============⁣ใครอยากคุยกับพี่เบียร์ วนนท์ แบบใกล้ชิดจริงๆ ⁣⁣รอบนี้เป็น ปิดห้องคุยกันแบบเอ็กซ์คลูซีฟ ถามได้ลึก คุยได้เต็มที่ บรรยากาศกันเองสุดๆ⁣⁣รายละเอียดงานและจองบัตรที่นี่

#RightNow SET ร่วง 8% บ่ายนี้ เอาไงครับ? | Right Now Ep.1,647⁣⁣⁣ถามอีก กับ อ.นิพนธ์ สุวรรณประสิทธิ์ กรรมการผู้จัดการสถาบันการลงทุน QIQP บล.ไอร่า จำกัด (มหาชน)⁣⁣โดย อิก บรรพต ธนาเพิ่มสุข, AFPT ที่ปรึกษาการเงิน⁣⁣⁣⁣⁣ติดตามความรู้และอัพเดต TAM-EIG_ลงทุนไทย ไปได้ไกลกว่าที่เห็น⁣https://links.tam-eig.com/LineOpenchat_Thai1 ⁣⁣*สัมภาษณ์วันที่ 4 มี.ค. 69⁣⁣============⁣ใครอยากคุยกับพี่เบียร์ วนนท์ แบบใกล้ชิดจริงๆ ⁣⁣รอบนี้เป็น ปิดห้องคุยกันแบบเอ็กซ์คลูซีฟ ถามได้ลึก คุยได้เต็มที่ บรรยากาศกันเองสุดๆ⁣⁣รายละเอียดงานและจองบัตรที่นี่

For many decades the flower sellers at Adderley Street’s Trafalgar Place have been plying their trade, having their businesses handed down the generations. The City of Cape Town now wants to introduce a monthly permit system for them to trade as informal traders, something which has never been required of them before. Lester Kiewit speaks to Karin Lipari of Sisters on Adderley, who has been selling there for over 30 years, and who argues that she and her fellow traders are anything but informal traders. Good Morning Cape Town with Lester Kiewit is a podcast of the CapeTalk breakfast show. This programme is your authentic Cape Town wake-up call. Good Morning Cape Town with Lester Kiewit is informative, enlightening and accessible. The team’s ability to spot & share relevant and unusual stories make the programme inclusive and thought-provoking. Don’t miss the popular World View feature at 7:45am daily. Listen out for #LesterInYourLounge which is an outside broadcast – from the home of a listener in a different part of Cape Town - on the first Wednesday of every month. This show introduces you to interesting Capetonians as well as their favourite communities, habits, local personalities and neighbourhood news. Thank you for listening to a podcast from Good Morning Cape Town with Lester Kiewit. Listen live on Primedia+ weekdays between 06:00 and 09:00 (SA Time) to Good Morning CapeTalk with Lester Kiewit broadcast on CapeTalk https://buff.ly/NnFM3Nk For more from the show go to https://buff.ly/xGkqLbT or find all the catch-up podcasts here https://buff.ly/f9Eeb7i Subscribe to the CapeTalk Daily and Weekly Newsletters https://buff.ly/sbvVZD5 Follow us on social media CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/CapeTalk CapeTalk on YouTube: https://www.youtube.com/@CapeTalk5See omnystudio.com/listener for privacy information.

Oil prices spiked again, Traders began to worry the U.S. Iran conflict could drag on longer than anticipated, More on the next seminar Beyond the Noise: Navigating Wealth in Uncertain Times with EP Wealth Advisors CFP Stephanie Richman and JD Nathan Rogers at the Don Tatzin Community Hall Lafayette Library March 11th from 6:30pm to 8:30pm

Oil prices spiked again, Traders began to worry the U.S. Iran conflict could drag on longer than anticipated, More on the next seminar Beyond the Noise: Navigating Wealth in Uncertain Times with EP Wealth Advisors CFP Stephanie Richman and JD Nathan Rogers at the Don Tatzin Community Hall Lafayette Library March 11th from 6:30pm to 8:30pmSee omnystudio.com/listener for privacy information.

Thousands of AFL Fantasy Draft leagues will host their Drafts this week. The Traders have some quick tips to get started, but focus mainly on how the draft will play out. From how the first couple of rounds will play off Head to fantasy.afl.com.au or download the app to get your Draft league sorted today. Episode guide 0:30 - Get prepared with a Mock Draft and the Draft Kit. 5:00 - The first round and drafting strategy. 8:30 - Where should you draft a ruck? 12:15 - Are midfielders an issue this year? 15:00 - Where do the top defenders go? 16:30 - Late round picks. 21:30 - More tips including pre-draft lists. - - - - Find more from Roy, Calvin and Warnie. Head to afl.com.au/fantasy for more content from The Traders. Like AFL Fantasy on Facebook. Follow @AFLFantasy on Instagram. Follow @AFLFantasy on X.See omnystudio.com/listener for privacy information.

Business and finance news from the Asia-Pacific. Traders remained focused on oil with the commodity extending gains as the US and Israel stepped up their war against Iran, while Tehran threatened a full closure of the Strait of Hormuz — a crucial waterway for the movement of oil. Brent rose toward $79 a barrel after spiking about 7% on Monday. We spoke to Stephen Stapczynski, Bloomberg's Team Leader for Asia Energy. Plus - The US sent conflicting messages about how long a war with Iran might last as Israel launched new airstrikes on Monday, with the widening conflict reverberating across the Middle East and upending energy markets. Defense Secretary Pete Hegseth on Monday rejected the idea of an "endless" war with Iran. But President Donald Trump later insisted there was no fixed timeline. Both refused to rule out putting American boots on the ground. "Whatever the time is, it's okay — whatever it takes," Trump said. "Right from the beginning, we projected four to five weeks. But we have capability to go far longer than that." We heard from Mona Yacoubian, CSIS Director and Senior Adviser of the Middle East Program. She spoke to Bloomberg's David Ingles and Yvonne Man. See omnystudio.com/listener for privacy information.

#OFFRECORD ด่วน! อิหร่านยิงขีปนาวุธใส่โรงกลั่นน้ำมันอารามโก ประเทศซาอุฯ หนึ่งในโรงกลั่นน้ำมันใหญ่สุดของโลก | OFF THE RECORD Ep.208⁣⁣วิเคราะห์โดย อิก บรรพต ธนาเพิ่มสุข ที่ปรึกษาการเงิน AFPTtm ⁣⁣*วิเคราะห์วันที่ 02 มี.ค. 69⁣⁣==========⁣⁣ใครอยากคุยกับพี่เบียร์ วนนท์ แบบใกล้ชิดจริงๆ ⁣⁣รอบนี้เป็น ปิดห้องคุยกันแบบเอ็กซ์คลูซีฟ ถามได้ลึก คุยได้เต็มที่ บรรยากาศกันเองสุดๆ⁣⁣รายละเอียดงานและจองบัตรที่นี่

En el Consultorio de Bolsa Premium con Marc Ribes, de BlackBird Bank, en el que el experto analiza la jornada bursátil y el sentimiento de mercado. Marc Ribes analiza en el Consultorio de Bolsa Premium con BlackBird Bank los siguientes valores nacionales e internacionales que nos plantean los oyentes: Sobre BlackBird Bank BlackBird nace en 2012 como el sueño de sus fundadores Gisela Turazzini y Marc Ribes. Desde el primer día deciden construir el primer Broker mundial creado por Traders profesionales, para Traders. Como Traders profesionales sintieron la necesidad de darle al sector financiero, aquello que ellos tanto necesitaban operativamente. El sector financiero es un entorno complejo y lleno de conflictos de interés, poco transparente y carente de identidad propia. Blackbird vino para quedarse y posicionarse como el referente bursátil de habla hispana. Nuestro compromiso es utilizar su posicionamiento estratégico a favor del inversor. Gisela y Marc consolidaron su compromiso fundando Blackbird Broker, con ACAPITAL BB AV, SA como ESI regulada por la CNMV con el núm. 270, que junto con Blackbird Trading School y Blackbird Research nos posicionan como las empresas referentes en el sector del Trading en España y América Latina. Los oyentes pueden mandarnos al Consultorio de Bolsa de Cierre de Mercado sus consultas por WhatsApp al teléfono 609 22 47 16. Si prefieren hablar directamente con los analistas y comentarles sus dudas, pueden contactarles en el número de teléfono 91 533 18 51.

#RightNow พังทั้งโลก ซื้อทองคำ น้ำมัน ทันไหม? | Right Now Ep.1,644⁣⁣⁣ถามอีก กับ อ.นิพนธ์ สุวรรณประสิทธิ์ กรรมการผู้จัดการสถาบันการลงทุน QIQP บล.ไอร่า จำกัด (มหาชน)⁣⁣โดย อิก บรรพต ธนาเพิ่มสุข, AFPT ที่ปรึกษาการเงิน⁣⁣⁣⁣⁣ติดตามความรู้และอัพเดต TAM-EIG_ลงทุนนอก ต้องออกไปให้รู้⁣https://links.tam-eig.com/LineOpenchat_Offshores1 ⁣⁣*สัมภาษณ์วันที่ 2 มี.ค. 69⁣⁣==========⁣⁣ใครอยากคุยกับพี่เบียร์ วนนท์ แบบใกล้ชิดจริงๆ ⁣⁣รอบนี้เป็น ปิดห้องคุยกันแบบเอ็กซ์คลูซีฟ ถามได้ลึก คุยได้เต็มที่ บรรยากาศกันเองสุดๆ⁣⁣รายละเอียดงานและจองบัตรที่นี่

#RightNow อิหร่านหลังพิงฝา สู้สุดใจ จะจบยังไง? | Right Now Ep.1,643⁣⁣⁣ถามอีก กับ ดร. รุสตั้ม หวันสู อาจารย์ประจำสถาบันสันติศึกษามหาวิทยาลัยสงขลานครินทร์ วิทยาเขตหาดใหญ่⁣⁣โดย อิก บรรพต ธนาเพิ่มสุข, AFPT ที่ปรึกษาการเงิน⁣⁣⁣⁣⁣ติดตามความรู้และอัพเดต TAM-EIG_ลงทุนนอก ต้องออกไปให้รู้⁣https://links.tam-eig.com/LineOpenchat_Offshores1 ⁣⁣*สัมภาษณ์วันที่ 2 มี.ค. 69⁣​==========⁣ใครอยากคุยกับพี่เบียร์ วนนท์ แบบใกล้ชิดจริงๆ ​รอบนี้เป็น ปิดห้องคุยกันแบบเอ็กซ์คลูซีฟ ถามได้ลึก คุยได้เต็มที่ บรรยากาศกันเองสุดๆ​รายละเอียดงานและจองบัตรที่นี่

Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links —Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.

In this latest episode of the OIES podcast series, Bassam Fattouh (Director of the Oxford Institute for Energy Studies) discusses with Ilia Bouchouev (managing partner at Pentathlon Investments, Senior Research Fellow at OIES, and adjunct Professor at New York University) recent trends in options trading, algorithmic trading and hedge fund strategies that are shaping oil markets. Based on […] The post OIES Podcast – Algorithmic Oil Traders, Hedge Fund Strategies and Oil Markets appeared first on Oxford Institute for Energy Studies.

Flush season is here. Protein solids are up. Global milk production is up. So… Where's all the skim milk powder? In this episode of The Milk Check, host Ted Jacoby III and the Jacoby team sits down with Martijn Goedhart and Henk-Jan Bouwman of Cefetra Dairy for a European perspective on the volatility rippling through global dairy markets. We talk through how traders got caught short and why the spring flush might not loosen up the skim milk powder/nonfat dry milk market. Plus, are we pricing U.S. out of the export market? We'll get you up to speed on: Why skim solids are being pulled away from dryers and into protein streams How hand-to-mouth buying turned into a short squeeze What record-high butter stocks in Europe mean for upside potential Tune in to hear how Europe and the U.S. are navigating one of the most volatile stretches in recent memory. L If you're making sourcing or coverage decisions right now, don't miss The Milk Check episode 94: The Dryer's Getting Robbed. Got questions? We'd love to hear them. Submit below, and we might answer it on the show. Ask The Milk Check TMC-Intro-final Ted Jacoby III: [00:00:00] Coming up on The Milk Check. Martijn Goedhart: You have supply growing, and then you think, “Oh, we’re gonna build stocks.” But then, demand caught up. And quite viciously. Ted Jacoby III: Welcome to the Milk Check from T.C. Jacoby and Company, your complete guide to dairy markets, from the milking parlor to the supermarket shelf. I’m Ted Jacoby. Let’s dive in. This week we are excited to have two special guests, Martijnjn Goedhart and Henk-Jan Bouwman from Cefetra Dairy in the Netherlands. We’ve been working closely with these guys for some time and we thought it would be a great idea given all the craziness and dairy markets going on in the United States, to ask them to give us a little bit of perspective on what’s going on in Europe so we can get a feel for how the global markets are affecting our U.S. dairy markets. Martijn, Henk, thanks for joining us today. Martijn Goedhart: Thanks for having us, Ted. Henk-Jan Bouwman: Thank you, Ted. Ted Jacoby III: I feel like what’s going on in nonfat right now more has an origin in the U.S., but I also noticed that you guys started to feel that maybe this market was gonna be a little bit shorter than we expected over in Europe before we realized it in the U.S. [00:01:00] Tell us about the skim milk powder market in Europe and what’s been going on the last month. Martijn Goedhart: In Europe, we’ve been overwhelmed by milk production growth since the second half of 2025, due to bluetongue, late calving, second peak, as some of us call it. And that has resulted in good outputs, and that output needs to go to the commodities. So, we’ve seen butter stocks build up significantly, and everyone assumed that that would mean that the skimmed stocks were also building up because that’s basically the other product you’re gonna produce when you do butter, right? A few things we, I think, overlooked is like the general protein trend in the world and the demand for protein, both on the whey side as well as on the milk side nowadays. So a lot of protein has ended up in other products than your typical skimmed nonfat production bucket. Adding to that, Europe has been the most competitive source in the world market for a long time. Demand wasn’t great because buyers were buying hand-to-mouth because they would basically wait for that carry to come toward them and buy at the lowest price at the last moment. But [00:02:00] now we see that the exports out of Europe have been great. And that’s been keeping the market clean. I think some traders speculated on lower prices and got caught short, basically needed to cover. And that’s where we are at now. And I think more than ever, if you look at NZX (New Zealand Exchange), this all started with a firmer GDT (Global Dairy Trade), with China stocking up a bit. So, if you look at NZX, CME (Chicago Mercantile Exchange) and EEX (European Energy Exchange), those markets are starting to correlate better than they did before because everyone’s looking at the developments of the other exchanges and then draw their conclusions for their own home base. And yeah, that cocktail, together with some U.S. developments that we’re gonna dive into, has caused record-high volatility over the last few weeks. Ted Jacoby III: So, Martijn, you’re telling a story that sounds very familiar ‘ cause that’s exactly what we’ve seen here in the U.S. We’re not making anywhere near as much nonfat dry milk as we expected because the protein demand is forcing those skim solids into other places. What are those other places in Europe? Where is that protein being used and what is it being made into in Europe right now? Martijn Goedhart: I think there’s two main [00:03:00] streams. Bear in mind that the milk pressure in Europe was so high that you need to burn milk, and the way to do that is to produce casein. So, I think casein production has increased by like double-digit numbers, that’s not because it was such a nice valorization, you can just dry more milk per hour. And considering the liquid markets over the last few months, during our low season, liquid milk was trading way below the commodity equivalent, proving that there’s a surplus of liquid milk that can’t be processed by drying it or churning it. So, that’s one part. The other part is, it’s the same in the U.S. We’ve been around here for a few days now, but in Europe, you see the same: everything is protein fortified, extra protein, in basically everything you can buy. So, a lot of protein that is processed in line before it even reaches the other class. So, like the dryers basically. Ted Jacoby III: Martijn and Henk, do you guys think that the skim milk powder market in Europe has tightened up primarily because everybody who was living hand-to-mouth saw the market started going up, and they decided they wanted to buy more now because they wanted to get the product at a lower price before the price [00:04:00] went higher, and then they just started chasing the market? Or do you think demand has shifted and there’s a true increase in the demand for the product? Henk-Jan Bouwman: There’s two things to touch upon here, Ted. One is, you’re absolutely right: people were buying hand-to-mouth, and they were actually rewarded for doing that because everybody believed that the price of tomorrow was better than the price of today. And for a fairly long period of time, they got rewarded for that. That also led to traders being short, as Martijn touched upon. From a demand perspective, yes, there’s actually quite some demand, and people also realize that they have to turn to Europe to find their cheapest skim. That also creates a bit of a demand pull towards European skim, which makes the price go up. And we’ve seen that, in particular, in low heat in comparison to medium heat. But in general, export markets for us are pretty strong, and, I would say, pretty much all the demand ends in European skim milk powder of origins. Josh White: Is anybody extending days in inventory? Do we think that there’s a short squeeze driving international clients to buy a couple extra weeks, a month, more than that of product? The nature of your question, Ted, [00:05:00] is what’s caused us to tighten up on that product? Is it truly demand for nonfat dry milk, or is it just reduced production overall? And I think maybe it’s both in a way. On the one hand, Martijn mentioned that the catalyst of this was actually a GDT event where China stepped in and bought more. And I think that we’ve been talking about the disappearance of China as a structural buyer of milk powder for quite some time. But their stocks to use ratio has been reported to be fairly low, and maybe they felt it was time to extend some days of inventory. At the same time, you evidenced what’s happening in the U.S., And Martijn alluded to it a little bit in Europe as well, that the pull for dairy protein in general is actually vacuuming some solids away from the dryer, and particularly the SMP or the nonfat dryer. So, is it both? Are we seeing people look to build a little bit more safety stock at the same time that our production is down a bit because protein demand overall is robbing our supply. Henk-Jan Bouwman: There’s a, there’s a couple of things to touch upon, Josh. One is in this whole upward movement, there were quite some international buyers [00:06:00] who still had demand open, for instance, for Q2 and Q3, and decided to step in and said, “Hey, this is a moment to buy, to cover that demand, because I am anticipating an upward movement.” So, in that sense, I’m completely with you. Producers did the same, as well. For them it was also attractive to lock some forward sales. And that has led to lesser availability of skim in EU. And that basically also caused the rally to continue. Martijn Goedhart: I think the difference with the U.S., as I understand it, is we have never not been able to buy product during this whole volatility. So, producers were always offering, customers would like step in, step out. If they really need it, they would book. They were also cautious. And we went up, then we went down, then we went up again. But in that down movement, customers were like, “Yeah, you see, so it’ll come off again.” So, that didn’t prompt them to build any length. I think producers did fairly well in putting a fundament below their sales book for the flush that’s upcoming. Traders are holding a fair bit of cash product right now for the next three, four months. It’s not tight as [00:07:00] such, but you see that certain buyers need certain origins that are scarce. So, it’s very much about the origin, the spec, and the product that you have, whether you can monetize on those higher prices. Ted Jacoby III: It seems to me, just listening to you guys talk about Europe, that the U.S. and Europe are both experiencing a very similar phenomenon in our supply chain. Demand for protein is pulling skim solids away from the dryer, first and foremost, which means on a skim milk powder / nonfat dry milk supply-demand balance, you’re reducing the supply even though we are both experiencing pretty significant increases in milk production. The traditional math is: more milk means more skim milk powder. It didn’t happen this time around, and it caught people by surprise. The demand for protein in Europe, just like in the U.S., is exceptional right now. But then that makes me ask the question: if we have less skim solids, in the form of skim milk powder and nonfat, in the global supply chain, is this increase in price directly proportional [00:08:00] to reduced supply, so we got more people buying because they want to get in the front of it. So, you got this bubble. But you also have had this slow decrease in overall skim milk powder demand going on. Like a slow creep every year. I’m not sure if it’s about 1%, but we’ve all kind of felt it that the global demand for skim milk powder has been just slowly weakening, but this sudden supply crunch was a bigger issue than the slow decrease in demand, and it caused this price bubble that’s just gonna take some time to work itself out. And if the protein continues to take the skim solids away from the dryers, it may be a really long time before it works itself out. Martijn Goedhart: Q4 of global SMP export has been very strong, but Q3 and Q2 were relatively weak. I’d have to look at how the balance looks at the end of the year. Also, the export figures have been more volatile than Ted Jacoby III: Yeah. Martijn Goedhart: Before. So, I think everyone thought like, “Okay, demand is sluggish. We have so much milk in the U.S. We have so much milk in Europe. [00:09:00] New Zealand’s season is looking good.” So, in your mind, you extrapolate that demand. Then, you have supply growing, and then you think, “Oh, we’re gonna build stocks.” But then, demand caught up. And quite viciously. So, that’s the thing I think people underestimated. We’re in a situation where we don’t see any old stocks or inventories building up. Josh White: So I wanna throw three thoughts out. On the first hand, we know our global milk supply is year over year up significantly. Martijn Goedhart: Yeah. Josh White: On a solids basis, protein and fat are up significantly. We’re talking about the overflow valve, the powder stocks not being very robust, and that on the end-user level, globally, people didn’t have a lot of additional days of inventory. So, that would suggest on one hand, maybe we need all this milk. Maybe we need it. Demand for protein and other products is up enough that we need all this milk. But then on the other hand, I think there’s probably two things that we need to be careful that we don’t overreact to. There’s seasonality in our products. We know that the northern hemisphere heavy milk production season is upon us. We’ve [00:10:00] started in California. We’re gonna continue to see our daily milk volumes increase seasonally in the U.S. as we get into the second quarter. Another thing that I’m wondering being, you guys with more international trade experience coming out of Europe is: buying seasonality. So, Ramadan every year moves up a little bit; Chinese New Year, there’s usually a surge leading up to it. And it’s gotten to the point where that was almost a collision with the traditional holiday season of December. Is it possible that we just robbed demand from the first quarter, and everyone tried to get in front of some of that demand in the late third and early fourth quarter, and that we’re about to go into a unique seasonal period where customers have now gotten scared. They’ve extended a few days in inventory, the structural demand won’t be there at the same time that the northern hemisphere flush is upon us. I mean, is it possible that we were just short squeezed based on seasonal issues in the first quarter, and we’re gonna resolve that with plenty of product in the second quarter? One final note I think that we [00:11:00] shouldn’t forget is that our year over year comparables are against a disease-infested 2024. We had bird flu in the U.S.; we had bluetongue to in Europe. How much are we actually over 2023 going into 2024. Ted Jacoby III: On 2023 versus 2024, I think Europe, you guys were down like a half a percent to 1% in 24. Does that sound about right? Martijn Goedhart: 23, 24 was pretty much flat. Ted Jacoby III: Mm-hmm. Martijn Goedhart: And 24, 25 we added like a hundred thousand metric tons. So, like, 6%, 7%. 24, 25. Ted Jacoby III: So you guys had a couple of flat years, followed by a year where you added quite a bit. Martijn Goedhart: Yeah. Ted Jacoby III: Which actually is pretty similar to what happened in the U.S. Yes. We had some disease like avian flu , and bird flu hit California ,and we were down in some places and up in others, but overall we were flat. But the solids were up a little bit. Martijn Goedhart: Yeah. Yeah. Ted Jacoby III: While dairy prices were decent, I didn’t feel like we were facing a massive supply scarcity in those two flat years, which is one of the [00:12:00] things that has me very perplexed about what’s going on now. Because it’s one thing to say, Hey, there’s all this new demand for protein. All the skim solids are going to protein, and that’s why there isn’t any skim milk powder in nonfat. Okay, let me phrase this a different way. That means that we are suddenly being faced with massive increases in demand for protein. The price of protein today is a lot higher than it was a year and a half ago when we were dealing with flat supply.  So, why is protein demand so much higher now compared to a year ago? Is it completely and solely demand driven? As amateur economists , like all traders are, that math doesn’t seem right. Martijn Goedhart: Last year, we had significant competition among our export customers from Iran and Belarus, in terms of SMP. The Iran exports were surging. I think it was like 150,000 tons of skim, something like that, that suddenly shows up. Europe is doing about 700. So, that has an impact when you’re talking to [00:13:00] buyers. But that disappeared just as quickly as it appeared. Which yeah, that 150,000 tons, or whatever it was, it will turn back to the next cheapest origin, which was Europe. So, demand didn’t grow, but shifted towards another origin being EU. Henk-Jan Bouwman: Yeah, I think in general, overall competitiveness of EU skim milk powder is a lot better than last year, even in comparison to a bigger skim producing regions. As Martijnn touched upon, being based in the Middle East, I saw a lot of competition coming out of origins, which were a bit more nontraditional. Iran was one of them. What happened is their overall competitiveness finished really, really quickly due to a couple of things. One of them being disease. So, they had foot-and-mouth disease in Iran. Two, their overall ability to import a sufficient amount of feed, and three, their competitiveness due to a currency standpoint, which quickly changed. That, indeed, meant that the material that was supplied by Iran is now being supplied by Europe. Diego Carvallo: It’s a fascinating situation. Some of those [00:14:00] solids that are going into MPCs are definitely reducing the demand for skim, unless it’s coming from a different end-user application. If we’re seeing the MPCs going into sports nutrition, it’s definitely new demand that is finding a new end-user. It’s a combination of a lot of the things that we have discussed in this call: the whole market being short and getting super used to being hand-to-mouth for years, where you could buy product cheaper a month from now, so, why would you buy it? Especially if you have high interest rates, right? So, that’s part of it. The other factor is definitely the whole market was shocked by the impact of the UF pull of the additional MPC production and the amount of solids that we’re not going into a dryer that everybody expected would go right. Also a few additional manufacturing productions, a few key plants in the U.S., this is starting to look like more of a fundamental shift than a short squeeze. [00:15:00] And three weeks ago, everybody was saying, “Yeah, short squeeze, it’s an amazing short squeeze. It’s gonna come down.” Right? And now that same rhetoric has been changing to, “Actually, this is not that much of a short squeeze, but it is more of a there are not that many solids.” There’s a new big plant in Texas. There’s a new big plant in New York. There’s a lot of solids that are being pulled, and nobody was taking that into account. Everybody was expecting after the bird flu in California, we’re simply gonna go back to producing the same amount of nonfat that we were producing two years ago. And if you look at the data, it’s not correct, you know, Josh White: We also gotta give credit to substitution and other things. And what I mean by that is like calf milk replacer industry in the U.S. Historically, we’ll toggle for the cheapest protein between whey and milk powders. For sure, we’re seeing that appetite pick up for nonfat dry milk right now. Whereas two years ago there was a lot of WPC 34 on the market. All of that’s gone [00:16:00] because of the whey movement. I think the utilization is shifting quite a bit. We’ve talked about where it’s more difficult to track where milk solids are being consumed into a lot of protein enhanced beverages and things along those lines. That’s becoming more difficult. We’re saying demand’s not great globally, but if you pick up feed demand because they can’t buy the whey products they bought before, that is more demand for milk powder. And by far the cheapest dairy protein right now is nonfat dry milk. The big question I have is seasonally in the second quarter, are we going to catch up? Are we gonna be able to catch up globally or not? I think the whole market’s really struggling to try to form an opinion on that. Mostly because we can’t really measure and put a finger on just how much new protein-related demand there is in that difficult to measure space that I alluded to earlier. Diego Carvallo: Particularly in the U.S. right? In Europe doesn’t seem like that situation is as strong as it is the U.S. It seems like in the U.S., you have all of these new [00:17:00] cheese plants and UF plants, Class I plants, et cetera. It seems like, at least in the U.S. that inventory building is gonna be more difficult than in other regions. Josh White: And the European dryers are full right now, correct? Martijn Goedhart: Yes. Josh White: And the California dryers are full right now. Midwest dryers are nowhere near full. The answer to that might be a little bit easier than we’re making this discussion. We’ve added a whole lot of cheese capacity. There’s plenty of milk, but a lot of it’s being processed into cheese. Ted Jacoby III: Are there many new dairy plants of any kind in Europe right now? Martijn Goedhart: Not coming online this flush as far as I know. Not surprisingly, but most of the investment obviously is in WPC and WPI, I think Friesland has a big plant coming up, but it’s 2027, am I right, Henk-Jan? Henk-Jan Bouwman: Their latest expansion is 27. Yes. Ted Jacoby III: So we’re not really seeing any milk solids going to new places in Europe. It’s all still within the traditional milk sheds going to the usual suspects. Martijn Goedhart: Yeah. Yeah. Ted Jacoby III: Okay. Let’s switch topics to butter. The [00:18:00] U.S., a year ago, a year and a half ago, we were around $3 butter. It came down into the 2s, $2.50ish, and then the bottom dropped out, and it went all the way down to, I think, $1.28 at one point in the U.S. Now it’s back up in the $1.70s. But Europe dropped even more from an even higher precipice. Where have we been over the last year and where’s the butter market now in Europe, and what’s it doing? Martijn Goedhart: Yeah, well, butter was the main driver of the volatility that we see right now because €7 butter prices, the fed and the milk would already pay an above break-even price to farmers. And then your skim return is just bonus, right? Friesland just released their yearly report and they’ve been paying like, I think 56¢ on average, which is, well it’s a bit debatable, but I would say at least 16¢ above break-even. And then they get even a bit more profit share. That has like sparked that extra milk output, because every liter you produce is making you money as a farmer. You wanna get your components up, you wanna squeeze the maximum out of the milk. That’s how we ended up in this situation and the vicious correction at the other end of it that [00:19:00] we’ve seen. We’ve seen inventories build up and anecdotally we’ll also hear that all the chilled storage is full. That’s still the case. Those stocks haven’t disappeared. And also we’ve imported quite a bit when the spread with the U.S. and before New Zealand was significant enough to do so. That product is arriving now. And that adds to the supply pressure. However, that market has been stable for the last few months. I would say it’s been volatile, but we’re at the same levels than one and a half, two months ago. So that also shows that price correction ultimately also triggers extra demand. It’s an elastic product, especially on the consumer side. However, it’s also capped in terms of upside because those stocks are there. The liquid equivalent, cream, if you would buy cream today, you’d make it into butter. You’d be like at €3.30–€3. 40 cost price where the market is trading at €4.20–€4.30. So, there’s like a thousand euro. Ted Jacoby III: So the multiples in cream are low. Martijn Goedhart: It has been like this during our whole down season, which is very atypical. You could [00:20:00] argue that that multiple is only gonna weaken because milk starts flowing. Ted Jacoby III: Mm-hmm. Martijn Goedhart: The main discussion we have is like, is all that bearishness already priced in? And have we hit the bottom? Have we hit a level at which people are happy to buy? Or is there more to come? Ted Jacoby III: So you guys aren’t really seeing much upward-ness in the butter market in Europe right now? Martijn Goedhart: No. No. If you look from a, let’s say, traditional supply and demand theory, we have record-high stocks and record-high stocks, they basically kill any prolonged upside to a market, I would say, until you work through it. Ted Jacoby III: What about the cheese market in Europe? Is the cheese market high or low right now? And how’s it acting? Martijn Goedhart: It’s surprisingly tight. You would think that especially over the past few years, quite some capacity has been added to the European landscape. You would reckon that this extra milk would flow into the cheese plants, and you can’t find demand for it, so you’d have to move your cheese, and you’d see supply pressure from producers. But, the opposite is true actually. The cheese that’s supplied is very fresh. Within the range of what you can supply, it’s on the fresher side. That [00:21:00] indicates that there are no older stocks or backlog in terms of supply. I think producers have done a good job in capturing those moments when they were competitive on the world market by getting to make cheese disappear out of Europe. And then the last few weeks there were some production disruptions, some factory outages, and that even caused a bit more tightness in the cheese market. But it has stabilized ever since. It has been stable like butter. We’ve seen the bottom for now, and it went up a bit. The only thing is that in cheese there are no inventories. That makes you think that there’s more upside in cheese when milk growth starts to slow compared to butter because there’s no inventory holding it back. Ted Jacoby III: Why isn’t there any inventory? Was Europe doing some really good exporting for a while? Martijn Goedhart: Yeah, that’s the main reason. Big producers did big sales of gouda at some point or mozz when they were competitive, just to keep that supply chain clean. Butter, you can freeze, carry if the market pays for it. Ted Jacoby III: Mm-hmm. Martijn Goedhart: Cheese, you can only do it on paper, but not in reality. You need to get rid of it. Ted Jacoby III: Right. Josh White: How far out do we think the [00:22:00] international cheese buyer is covered right now? Because that was a big topic coming into the first quarter is how much of the cheese business, particularly in contestable markets, did Europe win away from the U.S. Ted correct me if I’m wrong, but our exports have been fine, haven’t they? Ted Jacoby III: Our exports have been fine. That’s actually a good way to put it. We experienced a real nice pop in exports last year. I would say this year, second half of Q4 into Q1, we’ve experienced exports that were relatively similar to last year. Maybe a hair behind. And I think we’ll start seeing those numbers soon, but I wouldn’t be surprised that when we finally see January export numbers, we’re down like 5% versus last year, when last year was a really, really, really good number. I’d almost say down 5% is unexpectedly good relative to how good it was last year. Martijn Goedhart: Josh, coming back to your coverage question, I think both our markets have seen massive carries right over the last few months. So, that’s not a very interesting structure for buyers to cover long. Our market was [00:23:00] trading like spot plus two months maximum. And producers would only make big sales if they have the product already, if they feel it already a little. So, I would suggest that cheese buyers in Europe, as well as around the world, are relatively shortly covered, just the same as with nonfat. Henk-Jan Bouwman: Yeah, I see the same in my export markets where basically all the inquiries we are getting for cheese, are relatively close to home, so maybe one maximum two months out from a shipment perspective. Ted Jacoby III: Mm-hmm. Josh White: So, Ted, are you interpreting this though, that the pressure’s gonna be on more so in the U.S. to win that business going into the second quarter? Based on what you just heard from our European friends? How are you digesting this discussion? Ted Jacoby III: That’s a great question. I would say yes, but price action makes me wonder if the U.S. is trying to price itself out of this market. Martijn Goedhart: Take cheddar for example. EU is about $300 per ton elevated over U.S. So, in certain applications, such as process cheese, I think, by default the U.S., will win that export business. Ted Jacoby III: Even [00:24:00] at current futures prices for April and May of a $1.80? Martijn Goedhart: Little bit of a different story. But that also depends on the outcome of European flush and the effect of that flush on cheddar pricing in Europe. Ted Jacoby III: I would agree with you that about three weeks ago, we were cheaper, but after this rally, I don’t know if that’s still true. Josh White: The point Ted’s driving home right now is the big carry in the Class III cheese markets in the U.S., you’re concern is pricing out the second quarter? Ted Jacoby III: That’s exactly right. I’m concerned we’re in the middle of pricing ourselves out of the market. Josh White: Are we putting ourselves in a spot where we’re the best priced cheese product. We know, out of the U.S., our daily milk volumes are gonna increase. We know that a lot of that milk’s gonna go into cheese. We know that we’re gonna have to compete for cheese business. But even despite the fact that Europe’s relatively balanced, it feels like on cheese, are we putting ourselves in the global market in a position where Europe may win? Martijn Goedhart: It’s gonna be a good fight, Josh.  None of the origins can afford to lose a lot of export business over the flush. We need to get those volumes [00:25:00] moving. So, the products where we compete, we will compete. Ted Jacoby III: Mm-hmm. And here’s what’s likely to happen. The U.S. having a little bit more mature and developed futures market means that as Europe goes out there and makes sure they get that business, the U.S. at some point will say, rather than going and exporting this cheese, I’m just gonna put it in a warehouse and hedge it out on the futures because there’s a carry in the futures market right now and I can make 10¢ just sitting on it for a month or two. If we are gonna have to go head to head with Europe, to get that export business, we might not get as much as we did last year in the second quarter, because in the second quarter we really did get a lot of that cheese export business. Martijn Goedhart: I agree. Only, to what extent can you actually carry it, physically, without refreshing, Ted? Because in Europe, that’s a bit of an issue. Ted Jacoby III: In the U.S., there’s a number of strategies, a lot of it being rolling your inventory. So, you take your working inventory and you just start rolling it because I don’t think there’s a huge difference between 30-day-old cheddar and 90-day-old cheddar to a lot of people. There are strategies to [00:26:00] manage through higher inventory levels. But at a certain point, even that working inventory carry, it starts to max out the warehouse, start to get full, and then they just gotta sell it. Martijn Goedhart: Right. Ted Jacoby III: What’s interesting is, I think that a lot of people went into 2026 thinking, “We’ve gotta make sure we’ve got a home for this cheese, because there’s a lot more cheese, and the U.S. market demand is not that great. It’s very flat. And so, if we’re gonna make 4% or 5% more cheese, we’re just gonna have to export it.” Martijn Goedhart: Yeah. Ted Jacoby III: And so, they weren’t even looking at that equation. But I think what’s happened in the last month with this volatility in the market, it’s gonna have the inverse effect of getting everybody to actually sit on that cheese and keep it at home, and you’d think it would be the opposite, but no, I think we’re gonna end up bringing more cheese home and letting you win some of those battles. Josh White: Ted, can we talk a minute about the milk production outlook in both regions and how that’s shifted a bit over the past month or two? I’ll start within the U.S. We generally believe that the margins have not been squeezed to a point where we’re gonna see a massive [00:27:00] supply response, a negative supply response in the U.S. for the foreseeable future. Ted Jacoby III: And the bounce off The bottom, if anything, we may be back into a place where we’re encouraging more production. Josh White: We’ve got some big comparables. There’s maybe some vulnerabilities in the market. We’ve obviously been surprised with disease and other things in the past, so it’s not imminent, of course, but the math says we should expect to continue to have a good amount of milk out of the U.S. going forward. How does that look out of Europe presently? Martijn Goedhart: I would say almost copy paste Josh. Skimmed has bounced back. Butter has stabilized. Cheese has stabilized up to a point where if I look at the valorization of gouda at €3,300/MT you’re well above the 40¢/kg mark, which is basically the pain point for European farmers. And then I’m taking into account sweet whey. Not even WPC, right? So, if you have your WPC return, that’ll add another few cents at least. So yeah, we didn’t go deep enough to encourage any decline in milk production. The big question is how that’s gonna turn out this year: if we see the same curve or more [00:28:00] corrected to normal seasonality. But from a margin perspective, I think, just like Ted said, we bounced off the bottom, and it didn’t hurt enough or long enough for anything structural to change in 2026. Josh White: Hey, Martijn, would you add a little bit of color to what you just mentioned a moment ago? The two flush situation coming from the bluetongue outbreak and issue. Martijn Goedhart: In early 2025 in Europe, there were cases of bluetongue and that spread quite quickly across Western Europe. Spring started, early temperatures went up, and mosquitoes that spread the virus sting cows and then they get infected. It has an effect on calving. A lot of calves are not born in the right way, and also the cows, the output goes down, and it’s harder to get them pregnant. So, some cows, they first have to get over the bluetongue disease before they would start to calve. Some cows would calve late and that means that the milk also starts flowing late. Where you’d typically see a peak, in March, April, and then in eastern Europe, it’s a bit later, but now you’ve seen a similar peak because margins were good, but a longer [00:29:00] plateau at that level as well. Those cows get dried off later as well. So, are they gonna calve later again or is it like maybe some like refreshing of cows in the system, and the new ones will be set up according to the normal season? It’s a big question mark. We don’t know. Even the co-ops are struggling with that. Ted Jacoby III: So, you could have a flush that does not hit the peak it usually does, but it’s just longer. Martijn Goedhart: Yeah. If it’s the same as last year, that’s what’s gonna happen. If we somehow move back to a normal seasonal pattern, then you’ll see a higher peak than last year, but a bigger decline in the second half of the year. Josh White: If we’re talking about demand being okay and large amounts of milk in both Europe and the U.S. likely to continue, is there anywhere in the world that is suffering on their milk production? Do any of us have an idea of what’s going on with milk production in China? Martijn Goedhart: I think margins there are low. It’s been flat until now, the output, but it’s hard to get consistent numbers from China. But margins are still very low. So, that would not incentivize [00:30:00] growth. Ted Jacoby III: Milk production in China popped over a two year period, about five, six years ago. Then held steady for a couple of years, then it pulled back. Now, after that pullback, it’s flatlining again. Josh White: What we’re basically concluding from this is that we’re gonna have a lot of milk still, but, with the exception of some risk maybe on the cheese side and maybe in the butter situation in Europe, the rest of the products don’t seem to have concerning inventory levels as of right now. Ted Jacoby III: I would agree. I think there’s enough supply, but there seems to be surprisingly good demand, especially for protein. All right guys, we’re wrapping up here. Lightning round question. Do you think what’s happening in the nonfat market is a result of increased demand or less supply? Josh, you go first. Josh White: I wanna say both. We’re experiencing more demand across the entire curve that is both pulling more nonfat supply and is also pulling away skim solids from the dryer. Ted Jacoby III: Martijn? Martijn Goedhart: I agree with Josh. Some of it is fundamental SMD but a big part of it is demand waiting too long and needing to deliver. Ted Jacoby III: Henk? Henk-Jan Bouwman: yeah, I’m with you [00:31:00] guys. Ted Jacoby III: I do not want a chicken out like you and say both, so I’m trying to decide which one. I think it’s very subtle, but this is actually demand driven more than supply driven. Martijn Goedhart: Yeah. Ted Jacoby III: Yeah. All right guys. Thanks for joining us again. We really appreciate all the time that you guys spent tuning in and listening to us.  Keep milking those cows, and we’ll keep showing up and telling you what we’re seeing out there. Ted Jacoby III: We’ll be back in two weeks for a market update with the Jacoby team. Looking forward to seeing you then. All right guys. Hey, Martijn. Henk, thank you so much for joining us today. Really appreciate the conversation. Martijn Goedhart: Thanks guys. Huge pleasure. Henk-Jan Bouwman: Thank you very much. Martijn Goedhart: Cheers.

Traders in Sheerness High Street say they're fighting a losing battle to keep their shopping promenade alive after the closure of several small businesses. Black Cat hardware closed on Valentine's Day with the owner telling customers it was no longer feasible to keep it open due to a drop in footfall. It follows other independents who have shut in recent months and our reporter has been getting reaction from Declan Forley who runs Sheerness Mobility Ltd with his dad. Also in today's podcast, the foreign secretary says they're working to bring home tens of thousands of British nationals stranded in the United Arab Emirates following a weekend of airstrikes. Dubai and Abu Dhabi have been targeted in revenge for the US and Israel carrying out an attack on Iran over the weekend which killed its supreme leader. Dr Yaniv Voller is a senior lecturer in Middle East politics at the University of Kent, he's been explaining why the UAE has been caught up in the dispute and what Britain's involvement is. A KentOnline investigation has found a car park company has made nearly £20,000 from drivers in Kent through what's known as 'major keying errors'. It happens if you enter a digit incorrectly when putting your number plate into a payment machine at various country parks. Hear from one man who was issued with a penalty notice. A Kent footballer's been telling us what it's like to train and play during Ramadan. Throughout the holy month many Muslims choose not to eat or drink during daylight hours. Muhammadu Faal plays for Maidstone United and has praised how supportive the club have been. And,  it was a dramatic last minute win for Gillingham at the weekend. They beat Barrow 1-0 away from home from pretty much the last kick of the match in the 103rd minute. We've got reaction from manager Gareth Ainsworth. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

EP 621 KRA's SHOCKING Move: Forex Traders on the Radar! | Navigating KRA's NEW 2026 Tax & Fake Invoices

#OFFRECORD ด่วน! อิสราเอล เปิดฉากถล่ม อิหร่าน | OFF THE RECORD Ep.205⁣⁣⁣โดย อิก บรรพต AFPTtm ที่ปรึกษาทางการเงิน⁣⁣⁣⁣ติดตามความรู้และอัพเดต TAM-EIG_ลงทุนนอก ต้องออกไปให้รู้⁣⁣https://links.tam-eig.com/LineOpenchat_Offshores1 ⁣⁣⁣⁣*วิเคราะห์วันที่ 28 ก.พ. 69⁣⁣⁣⁣==========⁣⁣⁣ใครอยากคุยกับพี่เบียร์ วนนท์ แบบใกล้ชิดจริงๆ ⁣⁣⁣⁣รอบนี้เป็น ปิดห้องคุยกันแบบเอ็กซ์คลูซีฟ ถามได้ลึก คุยได้เต็มที่ บรรยากาศกันเองสุดๆ⁣⁣⁣⁣รายละเอียดงานและจองบัตรที่นี่

It was a big five days of watching our potential AFL Fantasy recruits run around racking up points that we could follow live in the AFL app and on AFL.com.au. It started with Jagga Smith topping the table for the Blues with 118 and ended with the highest score of the round of 152 coming from Zak Butters. Calvin, Roy and Warnie chat through all nine games with their takeaways as they piece together their teams for round one. Head to fantasy.afl.com.au or download the app to start picking your team today. Episode guide 3:20 - Carlton v Geelong 8:45 - Sydney v GWS Giants 14:00 - Brisbane Lions v Gold Coast 19:20 - Melbourne v Richmond 24:30 - Western Bulldogs v Hawthorn 31:00 - St Kilda v Essendon 41:00 - Fremantle v Adelaide 53:10 - North Melbourne v Collingwood 1:01:20 - West Coast v Port Adelaide - - - - Find more from Roy, Calvin and Warnie. Head to afl.com.au/fantasy for more content from The Traders. Like AFL Fantasy on Facebook. Follow @AFLFantasy on Instagram. Follow @AFLFantasy on X.See omnystudio.com/listener for privacy information.

Momentum Trading Alliance Cohort 2 begins March 7th.If you'd like to join this small-group mentorship and trade with more structure and clarity, book a call here:https://calendly.com/tylerstokes-com/strategy-callWelcome to season 4, episode 11 of the Stock Trading for Beginners Podcast!In this episode, we break down one of the core engines behind the momentum trading strategy: scaling in and scaling out.Resources:Apply to the mentorship here: https://stokestrades.com/joinJoin our FREE Skool group: https://www.skool.com/tradingThis is how positions are built.This is how volatility is managed.And this is how emotional mistakes are reduced.Losses don't only come from bad analysis — they often come from bad allocation. Buying too much too fast. Selling everything on the first pullback. Going all in emotionally… then all out emotionally.Scaling fixes that.What We Cover:Why Scaling MattersMarkets move in waves — not straight lines. Perfect entries and exits aren't realistic, and they aren't necessary. Scaling removes the need to be perfect and keeps you aligned with structure instead of emotion.Scaling In (Momentum Trader Focus)For the momentum trader, scaling in means building a position over time — not entering all at once.Start small (often 1–3% initial exposure).Maximum exposure per stock around 10% (adjust to your risk tolerance).Add only at support with bullish structure and confluence.Never add just because price is rising or to “make it back.”Small entries create flexibility. They make pullbacks tolerable. They allow you to improve risk-to-reward if price rotates lower into valid support.In strong trends, deeper pullbacks often become opportunities — not automatic exits.Scaling Up With MomentumAs higher highs form and structure confirms, additional entries can be made at new support zones or breakout backtests. Exposure grows with confirmed structure — not emotion.Scaling Out (Momentum Approach)Scaling out is not about selling because you're green. It's not about reacting to every pullback.The momentum trader is paid for patience.Reduce exposure when:Weekly structure shifts bearishMajor support breaks and fails to reclaimKey tools flip to resistanceRepeated highs failIf momentum remains intact, you stay. If momentum breaks, you protect capital.More active trading avatars may take profits sooner, but more activity also introduces more decisions — and often more emotional mistakes.TakeawayScaling in and scaling out allows you to manage risk without guessing. It replaces perfection with structure. It keeps allocation aligned with trend and removes the need for emotional timing.This is how meaningful positions are built calmly over time.See you in the next episode.

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Most investors think their biggest losses come from bad picks. They don't. They come from blind spots. In this episode, Andy Tanner, Corey Halliday, and Noah Davidson unpack the psychological traps that quietly sabotage traders and investors. Sunk cost fallacy. Anchoring to past prices. Averaging down to "get back to even." Overconfidence disguised as conviction. These aren't strategy problems. They're belief problems. You'll hear why price alone tells you nothing about value. Why holding a loser to avoid admitting you're wrong is often the costliest decision you can make. And why the real edge in trading isn't prediction — it's risk management. The conversation moves beyond tactics and into self-awareness. Because markets don't just test your capital. They test your identity. Are you managing risk — or defending your ego?
Are you following a plan — or reacting to discomfort? This episode isn't about a new indicator or a better entry signal. It's about understanding how your own thinking can distort decision-making — and how disciplined investors structure their process to prevent small errors from becoming permanent damage. The market is rarely the enemy. Unexamined assumptions are. Want to Learn More? – Explore free education and tools at cashflowbonus.com to strengthen your investing foundation – Keep building your financial education at yourinvestingclass.com.

Hotel Pacifico was created by Air Quotes Media with support from our presenting sponsor TELUS, as well as FortisBC, and Wild First.Mike and Geoff welcome UBC economist Kevin Milligan to Hotel Pacifico to discuss the recent B.C. Budget. Milligan discussed BC's debt trajectory, credit ratings and how B.C. stacks up against other provinces, among other insights. There is also a special appearance from Peace River South MLA Larry Neufeld who provides an important update on Tumbler Ridge. In the Strategy Suite, Mike and Geoff debate the politics of the Budget and the state of the Conservative leadership race. 

We're going whale watching today. No, not orcas or great blues, but financial traders that place big bets on something called options. On today's show, who are these option whales and do their bets always pay off? FYI, we are going on a book tour! Planet Money's first ever book comes out in April. We'll be celebrating in about a dozen cities. There's a limited edition tote bag included with your ticket, while supplies last. Details, dates and how to get your ticket at planetmoneybook.com.  Related episodes: Invest like a Congress member  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

Hello, hello newsies!! Yes, we've taken quite the long Christmas, New Year, errrr, January break! Yes, work, school and life took over a bit (which happens more and more that Leela is a TEENAGER now, can you believe?!). But, we're back in time for the… new Chinese New Year, yay! Or should we say, neeeehaaaay! Because, yes, it's the Year of the Horse for 2026. We'll give you the low-down on what that represents and, as ever, what the zodiac calendar means. 

Is the AI chip war shifting? On today's Hot Options Report, Mark Longo breaks down a wild Tuesday on the tape where AMD stole the spotlight with a massive 9% rampage following a blockbuster deal with Meta (META). While the "Golden Sweeps" at The HotOptionsReport.com flagged seven-figure bets in Nvidia (NVDA) and the SPX, all eyes were on the dramatic recovery in Hims & Hers (HIMS). We dive into the Top 10 most active options chains to see who is buying the dip and who is fading the rip: HIMS Post-Earnings: After a "sweaty" morning drop to $13.75, HIMS battled back. We analyze the 25,000 $16 calls expiring Friday. AMD's Meta Moment: A $17.25 gain in a single day. Was the paper buying or selling the 187.5 puts? The Tech Giants: Exploring the "freight train" momentum in Apple (AAPL) and the struggle for Palantir (PLTR). Tesla (TSLA) at #1: Traders pile into the 400-strike "par" puts as Tesla reclaims the top spot. The Golden Sweep Newcomer: Why is someone dropping over $1M on EWY (South Korea ETF) puts? Get the edge at: Pro Analysis: theoptionsinsider.com/pro Live Scans: the hotoptionsreport.com

The dress rehearsal before the real stuff starts is upon us with the AAMI Community Series. AFL Fantasy coaches will be watching carefully and taking in the live stats (available via AFL.com.au and the AFL Live app) as they make their selections ahead of round one. Calvin, Roy and Warnie discuss what they'll be looking for and running through a player or two from each game that they'll be keeping an eye on. Head to fantasy.afl.com.au or download the app to start picking your team today. Episode guide 0:30 - Tips for what to look for in AAMI 3:30 - Carlton v Geelong 5:45 - Sydney v GWS Giants 7:30 - Brisbane v Gold Coast 9:50 - Melbourne v Richmond 12:20 - Western Bulldogs v Hawthorn 15:50 - St Kilda v Essendon 18:10 - Fremantle v Adelaide 20:45 - North Melbourne v Collingwood 24:20 - West Coast v Port Adelaide - - - - Find more from Roy, Calvin and Warnie. Head to afl.com.au/fantasy for more content from The Traders. Like AFL Fantasy on Facebook. Follow @AFLFantasy on Instagram. Follow @AFLFantasy on X.See omnystudio.com/listener for privacy information.

Traitors US S4 Week 7 Exit Interview w/ Banished Player Welcome to RHAP’s coverage of ALL the Traitors iterations from around the world, including New Zealand, Australia, and Canada. The Traitors US is a high-stakes reality competition set in a secluded castle, where contestants must work together to complete challenges and earn a prize pot—while rooting out the secret traitors hidden among them. Natalie Anderson sits down with Rob Cesternino and Pooya for an honest exit interview after her banishment from the latest Traitors roundtable. Natalie reflects on her time as the final gamer standing and the difficult decisions she faced in the castle. With emotions running high and trust broken, Natalie and the hosts dig into the social dynamics, alliances, and game-changing moments that shaped her exit. Natalie opens up about her strategies and regrets, revealing how alliances were lost and how she could have approached her last day differently. She explains the challenges of convincing others to vote against Rob and discusses the isolating tactics used by Johnny and Tara, which kept her cut off from key players like Mark, Maura, and Eric. The conversation turns to the mysterious dagger, the hesitance from others to target Rob, and how the perception of being a “gamer” created extra heat and suspicion for Natalie throughout her time in the castle. Key moments from the interview: Natalie considers redirecting votes toward Rob after realizing Tara was not on her side. Johnny's influence shapes Tara's decision at the roundtable, fueling Natalie's frustration. The dagger controversy complicates trust and alliances, raising suspicions about Rob's motives. Natalie’s analysis of Eric's covert gameplay and why he remained under the radar. Insight into the anti-gamer bias in the castle and how it affected strategic choices and banishments. Natalie's deep dive into her Traders experience uncovers the mental toll of isolation, the intricacies of castle politics, and the fallout of not being able to unite fellow gamers. Will the lingering gamer bias shift in future episodes, or will strategic targeting continue to dominate the game's endgame? Chapters: 00:00 Intros 01:08 Regrets and Missed Opportunities 02:12 Johnny's Influence on Tara 03:17 Dagger's Role in Game Strategy 04:29 Doubts About Rob Surface 05:28 Noticing Rob's Behavioral Shift 06:41 Eric Never Suspected as Traitor 07:36 Gamer Bias and Final Stand 09:39 Anti-Gamer Bias in the Castle 10:38 Natalie Reflects on the Experience Never miss all our Traitors US recaps plus recaps from other versions around the world! LISTEN: Subscribe to The Traitors Around the World podcast feed WATCH:  Subscribe to the podcast on YouTube SUPPORT:  Become a RHAP Patron for bonus content, access to Facebook and Discord groups plus more great perks!

Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links —Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.Soybean markets started the week wrestling with fresh tariff drama. The Supreme Court struck down the administration's prior global tariffs, ruling that the use of emergency powers was unlawful. Shortly afterward, the White House announced a new blanket tariff approach, creating another wave of uncertainty across financial and commodity markets. The key question for agriculture remains unchanged: how will this impact trade flows and demand, particularly from China? Earlier signals pointed toward stronger soybean buying interest, but policy volatility continues to cloud the outlook.Meanwhile, USDA is preparing to roll out a major round of farm assistance through the Farmer Bridge Assistance program. The application window opens today, with payments expected to move quickly. Market participants will be watching closely to see how the agency handles what could be a surge in producer enrollment. The program arrives at a time when farm margins remain under pressure and policy uncertainty is elevated.Export demand signals were mixed in the latest weekly data. Corn demand continues to hold up relatively well despite some week-to-week variability, while soybean and wheat sales showed uneven momentum. Traders remain highly sensitive to shifts in global demand and competitiveness.The latest Commitment of Traders report showed funds adding to positions across the grain complex, with soybeans drawing particular attention. Positioning trends remain an important driver of short-term price movement, especially in an environment dominated by macro headlines.In livestock, the latest Cattle on Feed report landed near expectations and was generally viewed as neutral. While placements data offered some supportive elements, the overall numbers did not point to a major shift in supply outlook.Lots to unpack this week as markets digest policy developments, demand signals, and fund activity. Stay tuned.

Traitors US S4 Week 7 Exit Interview w/ Banished Player Welcome to RHAP's coverage of ALL the Traitors iterations from around the world, including New Zealand, Australia, and Canada. The Traitors US is a high-stakes reality competition set in a secluded castle, where contestants must work together to complete challenges and earn a prize pot—while rooting out the secret traitors hidden among them.   Natalie Anderson sits down with Rob Cesternino and Pooya for an honest exit interview after her banishment from the latest Traitors roundtable. Natalie reflects on her time as the final gamer standing and the difficult decisions she faced in the castle. With emotions running high and trust broken, Natalie and the hosts dig into the social dynamics, alliances, and game-changing moments that shaped her exit. Natalie opens up about her strategies and regrets, revealing how alliances were lost and how she could have approached her last day differently. She explains the challenges of convincing others to vote against Rob and discusses the isolating tactics used by Johnny and Tara, which kept her cut off from key players like Mark, Maura, and Eric. The conversation turns to the mysterious dagger, the hesitance from others to target Rob, and how the perception of being a "gamer" created extra heat and suspicion for Natalie throughout her time in the castle. Key moments from the interview: Natalie considers redirecting votes toward Rob after realizing Tara was not on her side. Johnny's influence shapes Tara's decision at the roundtable, fueling Natalie's frustration. The dagger controversy complicates trust and alliances, raising suspicions about Rob's motives. Natalie's analysis of Eric's covert gameplay and why he remained under the radar. Insight into the anti-gamer bias in the castle and how it affected strategic choices and banishments. Natalie's deep dive into her Traders experience uncovers the mental toll of isolation, the intricacies of castle politics, and the fallout of not being able to unite fellow gamers. Will the lingering gamer bias shift in future episodes, or will strategic targeting continue to dominate the game's endgame? Chapters:00:00 Intros01:08 Regrets and Missed Opportunities02:12 Johnny's Influence on Tara03:17 Dagger's Role in Game Strategy04:29 Doubts About Rob Surface05:28 Noticing Rob's Behavioral Shift06:41 Eric Never Suspected as Traitor07:36 Gamer Bias and Final Stand09:39 Anti-Gamer Bias in the Castle10:38 Natalie Reflects on the Experience Never miss all our Traitors US recaps plus recaps from other versions around the world!LISTEN: Subscribe to The Traitors Around the World podcast feedWATCH:  Subscribe to the podcast on YouTubeSUPPORT:  Become a RHAP Patron for bonus content, access to Facebook and Discord groups plus more great perks! Learn more about your ad choices. Visit megaphone.fm/adchoices

Are you looking to save time, make money, and start winning with less risk? Then head to https://www.ovtlyr.com.Alright… let's talk about what actually separates elite traders from everyone else.Because it's not hype. It's not predictions. And it's definitely not “just buy the dip, trust me.”The best of the best like Mark Minervini, Nicolas Darvas, and William J. O'Neil all followed rules. Clear, repeatable rules. And in this video, we break down exactly what those rules look like in the real world.We're talking volatility contraction patterns. Box breakouts. Cup and handles. Tight risk. Letting winners run. Cutting losers fast. Sitting in cash when nothing is setting up instead of forcing trades because you're bored.And here's the thing… when you really look at their strategies, they're not that complicated. The math is simple. The discipline is hard.Midway through, we connect all of this to how OVTLYR automates most of the heavy lifting. Instead of guessing, it scans for strength. Instead of hoping, it identifies breakouts. Instead of panicking, it helps define risk before you even enter.Here's what we really get into:✅ Why buying strength beats buying dips✅ How 3 to 7 percent risk can lead to 70 percent upside✅ Why sitting in cash is a power move, not weakness✅ How legendary traders pyramid into winners✅ The real math behind 1 to 20 risk reward trades✅ Why most traders fail because they refuse to take small lossesThis isn't motivational fluff. It's real strategy. Real structure. Real execution.If you've ever wondered how massive breakout moves actually happen and how to position yourself before they explode, this conversation is going to click.Watch it through. Then go look at your own trading plan and ask yourself if you're following rules… or following feelings.Subscribe to OVTLYR for disciplined trading strategies that actually make sense.

https://tradingnut.com/the-$100k-apprentice/ - Vatsal's Links

"Rookies dictate your structure" - Dawg, Warne (2008). They're the backbone of your AFL Fantasy Classic team and for many, they start by slotting in the best options and build the squad from there. Traditionally our cheapest players can be the most profitable cash cows that help increase team value and allows you to work towards an epic team for Fantasy finals. From the most popular selection in Jagga Smith, new draftees and the mature-age options, Warnie ranks his top five for each position. Head to fantasy.afl.com.au or download the app to start picking your team today. Episode guide 0:30 - What do we look for in cash cows? 10:15 - Top 5 defenders 20:00 - Top 5 midfielders 29:45 - Top 5 rucks 38:40 - Top 5 forwards - - - - Find more from Roy, Calvin and Warnie. Head to afl.com.au/fantasy for more content from The Traders. Like AFL Fantasy on Facebook. Follow @AFLFantasy on Instagram. Follow @AFLFantasy on X.See omnystudio.com/listener for privacy information.

Calvin, Roy and Warnie - with the help of Nathan Schmook - review the nine matsch simulations over the last week. They offer their first take on the games and chat through relevant players. With some stats from the Fantasy community - thanks Heff, Pete and co - they try to make sense of who impressed from the eye test and what the numbers say. Head to fantasy.afl.com.au or download the app to pick your team now. Episode guide 3:40 - Hawthorn v Geelong 7:15 - Brisbane v Carlton 12:20 - Western Bulldogs v Sydney 17:55 - St Kilda v Gold Coast [insert ad] 23:20 - Essendon v Richmond 32:10 - Collingwood v GWS Giants 39:00 - Melbourne v North Melbourne 45:15 - Adelaide v Port Adelaide 56:20 - Fremantle v West Coast - - - - Find more from Roy, Calvin and Warnie. Head to afl.com.au/fantasy for more content from The Traders. Like AFL Fantasy on Facebook. Follow @AFLFantasy on Instagram. Follow @AFLFantasy on X.See omnystudio.com/listener for privacy information.

A new report reveals how recent trade policy shifts are drastically redrawing the global competitive map. We will analyze the "winners and losers" in the commodities market as relative tariff prices change overnight.Today's Stocks & Topics: Constellation Energy Corporation (CEG), Market Wrap, IMAX Corporation (IMAX), Options, Albertsons Companies, Inc. (ACI), Trade Wars & Wine: The New Global Tariff Map, NEOS NASDAQ-100(R) High Income ETF (QQQI), International ETFs, IREN Limited (IREN), Reddit, Inc. (RDDT), Different Types of Traders.Our Sponsors:* Check out Anthropic: https://claude.ai/invest* Check out Pebl: https://hipebl.ai* Check out Quince: https://quince.com/INVESTAdvertising Inquiries: https://redcircle.com/brands

20 hard-earned trading lessons from experienced traders covering risk management, technical analysis, and trading psychology. If you want longevity in the markets, this episode is for you.Learn to trade at www.TierOneTrading.comYour Trading Coach - Akil

Is trading truly for you — or are you approaching it the wrong way?In this episode, I'm joined by Peter Robbins, a trader with over 50 years of market experience, to mark the release of his new book, The Trader's Journey. We talk about the biggest misconceptions traders hold, why focusing on money too early can slow real progress, and what it really means to treat trading as a serious profession. We explore competence, risk, execution under pressure, and the difference between wanting to trade and being prepared for what trading demands.

Send a textIn this insightful episode of The Wealth Vibe Show, host Vinki Loomba sits down with Niko Mercuris, a seasoned crypto trader and the founder of Crypto Renegades. Niko reveals his powerful strategies for building wealth through disciplined crypto trading, sharing his journey from losing millions in the 2008 financial crisis to becoming a leading expert in the crypto space.Key Takeaways:Rebuilding After the 2008 Financial Crisis: Niko shares his personal story of losing over $4 million during the 2008 crash and how he rebuilt his wealthMindset and Discipline in Crypto Trading: Niko emphasizes the critical role of mindset in trading success.The "Crypto Wormhole" Method: Niko introduces his Crypto Wormhole strategy, which enables traders to compress decades of wealth-buildingLeveraging the Volatility of Crypto Markets: Niko discusses how the inherent volatility of crypto markets offers numerous opportunities for tradersBitcoin as an Appreciating Asset: Niko explains why he prefers to trade and accumulate Bitcoin instead of relying on US dollarsEpisode Timestamps:00:00 - 02:00: Meet Niko Mercuris and hear about his journey 02:00 - 10:00: The importance of mindset in trading10:00 - 15:00: Introduction to the "Crypto Wormhole" method15:00 - 20:00: Leveraging Bitcoin for profit20:00 - 25:00: Understanding market cycles25:00 - 30:00: The difference between traditional stock market30:00 - 35:00: How to use Bitcoin as an appreciating asset 35:00 - 40:00: Real-world strategies40:00 - 43:00: Special Offer

Send a textTune in to listen to the full podcast!Support the showFollow us @https://twitter.com/loombainvesthttps://www.instagram.com/loombainvesthttps://www.facebook.com/Loombainvesthttps://www.linkedin.com/in/vinkiloomba#realestate #realstateinvesting #multifamilyinvesting #passiveinvesting