Podcasts about transitory

In this episode, we welcome back James Choi, Professor of Finance at the Yale School of Management, to unpack one of the most important—and misunderstood—questions in personal finance: How much of your portfolio should be in stocks? Drawing on his new paper, Practical Finance: An Approximate Solution to Lifecycle Portfolio Choice, James walks us through the classic portfolio choice problem first solved by Robert C. Merton, later extended by Francisco Gomes and co-authors, and now made dramatically more usable through a spreadsheet-based approximation. We explore how risk aversion, wealth, labor income risk, and expected returns shape optimal asset allocation, why simple rules like "100 minus your age" aren't terrible but still costly, and how James and his co-authors managed to approximate a complex dynamic optimization model with an error of less than 0.1% in lifetime welfare.   Key Points From This Episode: (0:04) Introduction and why this episode delivers on "mathy roots." (1:10) James Choi's new paper: Making lifecycle portfolio choice solvable in a spreadsheet. (5:15) The portfolio choice problem: How much should you allocate to stocks versus risk-free assets? (6:09) The classic Merton (1969, 1971) solution and the "Merton share." (8:00) The equity premium formula: Expected excess return ÷ (risk aversion × variance). (11:20) Extending the model to risky labor income (Cocco, Gomes, and Maenhout). (14:27) Why labor income behaves bond-like—even when it's risky. (16:33) How wealth, risk aversion, and labor income characteristics affect optimal equity allocation. (20:52) Transitory vs. permanent labor income risk—and why permanent risk matters more. (23:04) Solving thousands of parameter sets to approximate optimal lifecycle allocations. (27:09) How close is the approximation? ~3–4 percentage points on average, with

Sports Daily Full Show 13 January 2026

Hour 1 -Another weekend ends & another long work week begins and if you feel like all your pictures are fading to black & white, hang on Sloopy because Jacob & Tejay are here to make sense of it all. In this segment they remind all that the Chiefs can't be stopped and have basically already won Super Bowl LX.

Segment 1: Tom Gimbel, job expert and founder of LaSalle Network, joins John to talk about how participating in sports can help in the business world, and the line in the sand when it comes to sharing your opinion publicly and having consequences for those actions. Segment 2: Steven Esposito, President of Yellowstone Wealth Management in Lake Forest, joins […]

Kia ora,Welcome to Monday'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 Fed boss Powell gave a hint at Jackson Hole that weaker American labour market conditions may trump inflation risks when they next meet in three weeks - and a rate cut is a live possibility.Before that, Thursday NZT, the market darling Nvidia is set to report its results, and any variation from what is expected to be a stellar result, or any slackening of their outlook indications, could very well have ripple impacts on how investors judge their overall current sky-high valuations across the whole equities landscape. It's a huge immediate risk-point.But this coming week, we will be focusing on the New Zealand employment indicators for July to be released later in the week. And later today, the RBNZ will updated it Dashboard to June, so we can see the market winners (and losers) in the banking sector.Across the ditch, all eyes will be on July's monthly CPI data to be released on Wednesday.China will be releasing its August PMIs this week. India will updated its Q2-GDP, and its July industrial production data. And Canada will also have a Q2-GDP update too.But we shouldn't forget that the northern hemisphere has been getting in the last of its summer vacations recently. This is the final week before the US Labor Day national holiday on September 1, 2025, the traditional end of their summer holiday period and when their financial markets build back up to full strength.They will be coming back after digesting the Fed's latest indicators from Powell's Jackson Hole speech. He noted the core US economy has weathered the "sweeping changes in [US] economic policy" well, but now says "the balance of risks appears to be shifting" - to the negative side. Markets have taken this as a hint a rate cut could come as early as their mid September meeting.The US equity markets roared back to post a record high in Friday. The USD fell. Benchmark bond yields retreated.However, in the euphoria of the possibility of a rate cut markets seem to be ignoring this part: "inflation expectations could move up, dragging actual inflation with them. Inflation has been above our target for more than four years and remains a prominent concern for households and businesses". But they are betting on the 'transitory' inflation story again. Inflation embedded for four years, and juiced by tariffs, will be ignored at their peril.Across the border, Canadian retail sales in June were +6.5% higher than a year ago, the best rise since the pandemic recovery period in 2022. But some of this is just higher prices flowing through from their tariff dispute with the US, and a small correction dip is expected in the July data. And the Canadians are not ignoring the inflation risks of tariffs. To keep a lid on these inflationary effects of that dispute, Canada said it will roll back some of its retaliatory tariffs on the US. The US isn't doing the same, so their consumers will still pay the extra on imports.Across the Pacific, China reported more ugly foreign direct investment data over the weekend. While it didn't actually shrink like it did in April and June, it is running -13.4% below year ago levels, and it is still less than half the July ytd levels of 2022 or 2023, and down -7.3% from last year. The June to July gain this year, while welcome, isn't anything more than a statistical blip in the context of the fall away over the last four years.So it is no surprise that Beijing is reorienting to a focus on internal consumption - something they have a chance of still controlling. The international trade environment isn't moving in their favour and even where they do still get gains, they are not enough to move their needle.There was a surprising dip in Japanese inflation in July. It eased to 3.1% from 3.3% in the previous month, the lowest reading since November 2024. Helping was that electricity prices fell for the first time since April 2024. But food prices jumped +7.6%, the most since February. Again, rice was the big culprit.New data out from the Australian statistics bureau shows their R&D investment grew by +18% to AU$24 bln in 2023-24. The strongest growth was in IT including spending on Artificial Intelligence, which grew by +142% since 2021-2022.The UST 10yr yield is now at 4.26%, essentially unchanged from Saturday at this time, down -6 bps for the week.Wall Street roared back in Friday trade with the S&P500 up +1.5% after the Powell hint of a rate cut next month. That means it is able to claim a +0.4% advance for the week which pushed it to a new record high.The price of gold will start today at US$3,370/oz, down -US$1 from Saturday, up +US$36 for the week.American oil prices have held at just under US$64/bbl with the international Brent price now just under US$68/bbl. These levels are more than +US$1 higher than a week agoThe Kiwi dollar is at just on 58.7 USc and unchanged from Saturday at this time. Against the Aussie we also holding at 90.4 AUc. Against the euro we are unchanged too at 50.1 euro cents. That all means our TWI-5 starts today at just under 66.3, little-changed from Saturday but down -60 bps for the week.The bitcoin price starts today at US$114,366 and down -2.2% from this time Saturday. Volatility over the past 24 hours has been very low at just under +/- 0.6%.And finally, in Australia, AML regulator Austrac has directed Binance to appoint an external auditor after identifying serious concerns with the crypto exchange's anti-money laundering and counter terrorism financing controls.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.

Life comes to pass, and each stage brings another level of difficulty. To remain effective, you will be required to change your ways, and work on your flaws. Listen as K-Pat challenges us to blaze trails and avoid settling into the monotony of life.   #KingdomSpeak #Podcast  #Motivation

Daniel discusses the current environment for inflation, how it compares to the end ‘21 and H2 '22 experiences, what it means to the Fed and how investors should be positioning their bond portfolios.Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

Michael Underhill points to Argentina's turnaround under Javier Milei as the possible blueprint for Donald Trump's economic plan in the U.S. called a potential recession "transitory." The latest rally for the S&P 500 (SPX) according to Michael is something that "doesn't happen in a bear market." For investing, he calls the 60/40 portfolio "dead" and looks at A.I. power generation closely, while increasing investing in independent power solutions. Ahead of the FOMC meeting, Michael doesn't believe the Fed will cut in the short-term.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

In Part 2 of our mini-series on “The Federal Reserve aka The Fed,” we break down how the Fed responded to inflation, why they waited so long, and how their decisions affected everything—from interest rates and mortgage costs to job markets and financial markets. This was one of the fastest rate hike cycles in history! It was the result of a tricky balancing act between fighting inflation and protecting the recovering economy. By the way, Fed Powell referred to Tariffs as transitory again recently, and this has actually happened before - that's why the Fed chooses his words very wisely, diction is one of the FOMC's tools in their toolbox. What You'll Learn:What the Fed thought was happening in 2021 (spoiler: they called it “transitory”)How inflation kept rising—and why the Fed had to play catch-upWhat aggressive rate hikes are actually supposed to doAnd what we've learned (the hard way) about responding to supply-driven inflationIf you've been trying to understand how we got from 0% interest rates to 5.5% in under two years, this episode connects the dots. Because once you understand “the why” behind the Fed's moves, the headlines make a lot more sense.

CFRA's Garrett Nelson offers perspective on two different corners of the market. On consumer staples, he believes the sector as a whole has long-term promise, especially as tariff uncertainty lingers. He takes a closer look at Keurig Dr. Pepper (KDP) and measures its earnings to PepsiCo (PEP) and Coca-Cola (KO). On Tesla (TSLA), Garrett talks about why he lowered his firm's rating on the company to Hold and skepticism on its tech ambitions. George Tsilis offers a pair of example options trades on Tesla.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Fees, taxes, and inflation—nothing robs your investment account more than this evil threesome. With fees, if you're not getting value, you can move your money wherever you like, but there's diminishing returns the further you go. With taxes, there are ways to legally reduce this obligation...Read more.Thank you very much to Lawrence Lepard - check out his book 'The Big Print.'Book in a free 15-min phone call with Darcy Ungaro (financial adviser).Sign up to the fortnightly newsletter!Brought to you in partnership with: Icehouse Ventures is a Kiwi Venture Capital firm investing in Kiwi startups since 2001. Affiliate Links*!The Bitcoin Adviser: Plan for intergenerational digital wealth. Hatch: For US markets.Sharesies: For local, and international markets.Easy Crypto: To buy and sell digital assets.Sharesight: For tracking and reporting on your portfolioExodus: Get rewards on your first $2,500 of swapsRevolut: For a new type of banking.*Some links create a financial benefit.Online courses:The Home Buyers Blueprint: Get a better home; Get a better mortgage.The KiwiSaver Millionaire Roadmap: Get a Rockstar Retirement!New Wealth Foundations: Personal finance from a wealth-builder's perspective.Take the free, 5-part online course Crypto 101: Crypto with Confidence Get Social:Check out the most watched/downloaded episodes hereFollow on YouTube , Instagram,...

Mining Stock Daily and Jared Dillian discuss the current state of the markets following the recent Federal Reserve meeting, focusing on the implications for stocks, bonds, and commodities, particularly oil. They explore the potential for growth in Canada under new political leadership, the Fed's monetary policy adjustments, and the impact of tariffs on inflation. The discussion also touches on government spending and the concept of economic detox, concluding with thoughts on future growth prospects.

In this episode of the Trading Justice podcast, Matt and Mark Justice break down a pivotal Fed meeting where Jerome Powell finally ditched the word "transitory"—but the new economic projections raise bigger concerns, with stagflation now lurking in the backdrop. They rank the top 10 bearish arguments in today's market, separating the short-term noise from structural concerns. Plus, they dive deep into technical ranges, debating whether bulls or bears are currently holding the upper hand. Key moves in gold, bitcoin, and oil Rising tariff tensions Would you rather own the U.S. or China over the next decade? Top 5 Stocks: NVDA TSLA MU FDX NKE Whether you're trading short-term swings or planning for the long haul, this episode is packed with insight, analysis, and a few laughs along the way.

Dark MAGA dismantles America Become a member at https://plus.acast.com/s/the-other-hand-with-jim.power-and-chris.johns. Hosted on Acast. See acast.com/privacy for more information.

Fed projections had a faint aroma of stagflation. What's that mean for the markets?  Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about Cash Balance Plans, how Annex clients stay sharp in retirement, and why automatic 401k enrollment might be leading to less-than-desirable decisions. 

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of March 24th, 2025, and respond to questions submitted by listeners and clients.

Kevin Hincks joins Morning Trade Live from the Cboe Global Markets to discuss Jerome Powell's use of "transitory" when describing risks associated to Pres. Trump's ongoing tariff policies. He says the 5-10% correction is "historically normal" and something that he's seen before. Kevin adds that the latest high-frequency data coming in over the last few weeks, like Mortgage Applications, has performed "pretty well."======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Following Wednesday's post-FOMC rally, Kevin Green breaks down the key takeaways from Federal Reserve Chairman Jerome Powell's commentary. Powell used the word "transitory" to describe the inflationary effects of tariffs, which raised some investors' eyebrows. Powell added "inflation has moved closer to our 2% longer-run goal, though it remains somewhat elevated." KG maps out the perceived reasons the Fed stood put in its March meeting.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

On today's podcast: 1) Federal Reserve Chair Jerome Powell downplayed growth concerns and the impact of President Donald Trump's trade war on inflation, calling the inflationary effect of tariffs "transitory". 2) President Donald Trump said the Federal Reserve should cut interest rates, splitting with the US central bank as officials weigh the economic cost of his tariff push. 3) Ukrainian President Volodymyr Zelenskiy agreed to a proposal for a mutual halt to strikes on energy assets as an initial step in President Donald Trump’s effort to end the war that began with Russia’s full-scale invasion three years ago.See omnystudio.com/listener for privacy information.

Overnight we got the latest decision from the US Federal Open Market Committee keeping its benchmark federal funds rate steady for the second straight meeting, in a target range of 4.25%-4.5%. But in the subsequent press conference, where Fed Chair Jerome Powell seemed to be tip-toeing through a potential minefield, he said the committee had … Continue reading "“Transitory” Inflation Is Back, Baby…"

0:00 Angela and I start off with more tax increase attempts by AZ cities to make up for supposed “budget shortfalls” and I share why your city should not belong to the Arizona League of Towns and Cities. I also give you some insights on how your city/town often works against your best interests.  39:00 After many years, AZ performs first execution.  43:30 Our solution (at least a possible option) to create more affordable housing options. Yes it includes races, homesteading, moving and utilizing run down old homes throughout America.  71:30 Should all AZ races be partisan?  87:00 A listener suggests an “eye for an eye” when it comes to the death penalty.  97:00 A bill to define “Trump Derangement Syndrome”. + Now it's “transitory tariff” inflation hurting the economy according to the Fed.

It's the monthly inflation report for January's CPI, and this one was surprising. It would have been alarming, except that we have been through five years of inflation unlike anything we had seen since the 1980s. So, we're jaded. The Inflation Guy walks through today's report and considers wildfires, tariffs, and most-favored-nation status. A tour de force!   NOTES Very important blog post: “What Makes a Stable Coin Stable?” https://inflationguy.blog/2024/10/31/what-makes-a-stable-coin-stable/ Blog for this month's CPI: “Inflation Guy's CPI Summary (January 2025)” (https://inflationguy.blog/2025/02/12/inflation-guys-cpi-summary-january-2025/ ) Blog on "Drug Prices and Most-Favored-Nation Clauses: Considerations" from August 2020 https://inflationguy.blog/2020/08/25/drug-prices-and-most-favored-nation-clauses-considerations/ To Subscribe to Quarterly Inflation Outlook: https://inflationguy.blog/shop/   Now just $29.99/quarter! To Subscribe for free to the blog: https://inflationguy.blog/ Check out the website! https://www.EnduringInvestments.com/

After years of blaming anything but the Biden administration for inflation, the media tries to blame Trump for a rise in the cost of eggs. Plus, Karoline Leavitt announces new plans to allow reporters from alternative media into press briefings. Visit the Howie Carr Radio Network website to access columns, podcasts, and other exclusive content.

Dave Harding and Mike Schmidt are joined by Yuval Kogman, Jeremy Rubin, and Steve Myers to discuss ⁠Newsletter #335⁠. News Deanonymization attacks against centralized coinjoin (1:39) Updated ChillDKG draft (14:09) Changing consensus CTV enhancement opcodes (18:41) Adjusting difficulty beyond 256 bits (31:52) Transitory soft forks for cleanup soft forks (33:44) Quantum computer upgrade path (48:09) Consensus cleanup timewarp grace period (56:10) Releases and release candidates BDK wallet-1.0.0 (1:06:44) LND 0.18.4-beta (1:17:28) Core Lightning v24.11.1 (1:18:13) Bitcoin Core 28.1rc2 (1:18:47) LDK v0.1.0-beta1 (1:19:37) Notable code and documentation changes Bitcoin Core #31223 (1:20:19) Eclair #2888 (1:21:09) LDK #3495 (1:22:35) LDK #3436 (1:24:31) LDK #3435 (1:25:02) LDK #3365 (1:26:04) LDK #3340 (1:26:41) BDK #1670 (1:28:47) BIPs #1689 (1:31:45) BIPs #1697 (1:33:49) BLIPs #52 (1:34:21) BLIPs #54 (1:35:40)

“Transitory” Inflation is Back! www.watchdogonwallstreet.com

[SEGMENT 2-1] Pardon Fallout 1 A few comments about Joe Biden from my X feed: Eric Methany: Joe Biden is not your Grandpa. He's not a sympathetic old man. He's a worthless government-leech who has never held a real job; showered with his daughter; used his crack-addicted son to sell the family name abroad; used his influence to strongarm a Ukrainian investigation into his family's corrupt dealings; he opened our border to 9 million illegals; abandoned Americans in Afghanistan; sent your tax dollars to Ukraine while your cost of living skyrockets at home. Miranda Devine: We always knew Joe Biden would pardon his son Hunter, no matter how many times he promised he wouldn't.  So it is fitting that one of the final acts of this mendacious president before leaving office was to break yet another promise to the American people.  The man who weaponized the justice system against Donald Trump now claims his pampered son was “selectively, and unfairly, prosecuted. It is clear that Hunter was treated differently…. singled out only because he is my son.” It's true that Hunter was singled out — for favorable treatment. He and his father were protected by the DOJ, FBI, IRS, State Department and CIA while selling Joe's influence to China, Ukraine, Russia etc. In an amusing twist, the president explained away all his lies to the American people by lying about his lying: “For my entire career I have followed a simple principle: just tell the American people the truth.” Todd Starnes: Biden's DOJ ordered a 75-year-old, pro-life Catholic grandmother to report to prison before Thanksgiving because she prayed outside an abortion clinic. Paulette Harlow was ordered to serve a two-year prison sentence. Meanwhile, President Biden pardoned his son Hunter for crimes he committed or may have committed going back 10 years. This is why the Deep State must be destroyed. Are you paying attention, America? Benny Johnson: Insane to watch the Democrat Party atomize and destroy itself overnight. With Joe Biden's pardon of Hunter the entire game is up. Mask off. Democrats are an elite cabal of parasites who grift off public office to enrich & protect themselves The DNC is a Ponzi scheme It's over Democrats call themselves the party of law and order. Anybody believe this?   Never forget: while Hunter was selling access to “the big guy,” Joe Biden's administration sent SWAT teams to the homes of prolifers; recruited spies in Catholic parishes; treated parents as domestic terrorists; and prosecuted Trump. The most lawless administration in history   Wrap your head around this. President Trump was impeached over wanting to look into the crimes Joe Biden just pardoned Hunter for.   Biden said “I have watched my son being selectively and unfairly prosecuted1”. Can you believe that?  [SEGMENT 2-2] Pardon Fallout 2 [X] SB – Democrats saying no one is above the law [X] SB – Leftist woman wants Biden to pardon everybody [X] SB – The View discussing the pardon Why lie about it I'd stop calling it a lie Similar situation; didn't have a drug problem     Decency was on the ballot. Remember that's what they claimed when Biden won the election. Now, let's get into the Hunter Biden Laptop from Hell. A 630-page dossier documenting 191 sex crimes, 128 drug crimes, and 140 business crimes. And what does Biden do? “Oh, no problem, son. Here's a pardon. Pass the Parmesan!”  [SEGMENT 2-3] Pardon Fallout 3 [X] SB – Scott Jennings on pardon Brain-rotted; LOL Fine with defending it Fine with lying about it He wasn't lying       I know many Americans are outraged at Biden's pardon of Hunter. But the pardons by Biden are just beginning. He must cover EVERYONE in the food chain before he is done. And it will prove beyond a shadow of a doubt how deep the conspiracy goes. I said for months that Kamala Harris might get the job of doing the dirty work Biden now finds himself doing. But she didn't win the election, which would have eliminated the need for pardons. But worse, she didn't do well enough to get the nod to be made president by the cabal. If Harris had earned that right, the cabal would have removed Biden completely—something that should have been done anyway by the 25th Amendment. Instead, they were forced to keep the old fool, and he would have to do his own dirty work. Ladies and gentlemen, welcome to “Deep State Unplugged,” where we dissect the swamp one scandal at a time! Today's topic: Presidential pardons—or as Joe Biden calls them, “Get Out of Jail Free Cards.” Now, folks, I know many Americans are hotter than a jalapeño at a Texas barbecue over Biden's pardon of Hunter. But let me tell you—Hunter's just the appetizer in this buffet of immunity. Joe's just warming up his pen! And trust me, the pardon train is leaving the station, packed tighter than Kamala Harris' cackle at a bad punchline. Biden can't stop at Hunter. Oh no, my friends, there's a whole food chain of swamp critters he needs to protect. Who's on the menu? Let's start with:John “Spy Gate” BrennanJames “Perjury Under Oath” ClapperJamie “Constitution? What Constitution?” RaskinAdam “Mr. Impeachment” SchiffThe 51 intel officers who couldn't find the truth with both hands and a flashlightThe Capitol Hill police who moonlighted as “tour guides” on January 6thAnd of course, Fauci and Birx—our favorite duo from the COVID Chronicles.And it's not just these headliners, folks. Biden's working overtime to create a shield big enough to cover the entire DOJ. Yep, blanket immunity, folks—thicker than the fog in San Francisco. And what does this prove? That the conspiracy runs deeper than the Mariana Trench. [Pause for dramatic effect] Here's the thing: Historically, presidents have handed out pardons like Oprah gives out cars. Nixon? Pardon. Clinton? He pardoned his brother, his friends, and his buddy Marc Rich. Heck, Clinton's list was so long, they had to print it in volumes. But Biden? He's taking it to a whole new level. He's not just pardoning cronies; he's pardoning the very machinery of corruption. Now, let's get into the Hunter Biden Laptop from Hell. A 630-page dossier documenting 191 sex crimes, 128 drug crimes, and 140 business crimes. And what does Biden do? “Oh, no problem, son. Here's a pardon. Pass the Parmesan!” But don't be fooled, folks. While Joe plays the “Doting Dad” routine, the puppet masters behind him are plotting like the villains in a Bond movie. These aren't amateurs—they're PhD-level schemers trying to keep the Deep State afloat after Trump's re-election hit them like a wrecking ball. And here's the kicker: Imagine a government where Trump's team—people like Elon Musk with his AI superpowers—start dissecting every bill, every deal, every dirty secret. It's like handing Sherlock Holmes a magnifying glass with Wi-Fi! Meanwhile, Biden's over here waving his pardon pen like a white flag at the Alamo. His message to America? “I gave you the finger once, and I've got nine more where that came from!” [Pause for a breath] But here's the silver lining, my friends: The more brazen they get, the more they expose themselves. Biden pardoning Hunter after swearing he'd never do it? That's not just a lie—it's a neon sign flashing, “I'm guilty, and I know it!” So buckle up, America. The swamp is deep, the conspiracies are wide, and Biden's pen has a lot of ink left. But Trump's team isn't just draining the swamp—they're bringing in industrial pumps. And when it's all said and done, we'll finally see just how dirty the water really is. Thanks for tuning in to “Deep State Unplugged.” Stay sharp, stay skeptical, and stay tuned, because the truth train is just getting started!  [SEGMENT 2-4] Pardon Fallout 4   Seriously, which lie will be the one that finally snaps you? Which rationalization are you using this time? Don't worry; I've prepared a handy list of greatest hits to help jog your memory. Consider the psyops that happened, and that led to this very moment:  Hunter's Laptop? Russian disinformation.The 2020 Election? The fairest and most secure in history.January 6th? An “insurrection” orchestrated by Trump himself.COVID? A death sentence. The vaccine? Flawless! Just ask the myocarditis stats.The Virus? Oh, totally from a fish market in Wuhan. Nothing to see here.The DOJ? You can trust them—they never lie!Inflation? Transitory, remember? Don't mind your grocery bill.Afghanistan? A huge success. Ignore the footage of people clinging to planes.The Border? Secure. Because who doesn't love 10,000 migrants pouring in daily?Biden's Brain Farts? Jetlag. Or a cold. Or was it both?Hunter's Pardon? Never happening... until it did.And let's not forget, for good measure, Trump is Hitler. Because apparently, you can't end a Democratic lie-fest without invoking the guy living rent-free in their heads. So, here we are, folks. Hunter Biden gets a pardon, and Joe gets to play the doting dad while sticking it to justice yet again. Meanwhile, you—dear Democrat listener—get to twist yourself into another logical pretzel to explain why this time, it's different.    Become a supporter of this podcast: https://www.spreaker.com/podcast/the-kevin-jackson-show--2896352/support.

US Election and the FOMC November meeting

“”Sojourners in a Transitory World”” by Nathaniel Hollis. The post “Sojourners in a Transitory World” appeared first on Calvary Chapel Mountain Home.

October 20th, 2024 The post “Sojourners in a Transitory World” appeared first on Calvary Chapel Mountain Home.

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Jim Bianco. They'll discuss why Jim thinks the Fed has become political and risks a policy error, they also cover long-term inflationary trends, the role of precious metals in today's economy, and more. https://bit.ly/4d372MT ⚫ Follow Jim Bianco on X: https://www.x.com/biancoresearch

In this second part of host Katie Burke's interview with carver Guy Taplin, we explore his fascination with past American decoy carvers and his understanding of the landscape and place where they worked. He delves into his experiences in America and the influence of key figures like Henry Fleckenstein and John Sullivan. He reflects on how his current friendships and mentorships have shaped his view of decoys and his artwork and how his experiences of visiting places like the Eastern Shore of Virginia and Cobb Island have been reflected in his work. www.ducks.org/DUPodcast

Derek Moore and Jay Pestrichelli once again are here to break down the Jay Powell Jackson Hole statement and the market reaction including latest interest rate projections. Then they comment on the idea proposed by politicians of price caps and whether companies are making record profits based on net profit margins. Later they discussed the huge revision lower in employment number in the establishment survey and whether it's a big deal or now and why the difference between the monthly releases and the first preliminary annual revision. Finally, they discuss the positive of the US Dollar potentially breaking down for US companies and the latest in volatility markets.   Jay Powell Fed signals the time is now to change policy The “Goodship Transitory” and Jay Powell Fed funds interest rate projections Whether the Fed raising or lowering interest rates made any impact Huge first preliminary revision by 800k in the establishment employment survey What Goldman Sachs cited for the reason in the revisions in data Difference between the monthly employment numbers and these annual revisions US Dollar index and how a lower dollar helps multinational US company earnings Politicians are talking price caps and why those never work Examining a few companies net profit margins to see if they are actually making record profits Volatility markets including the VIX and VVIX     Mentioned in this Episode   Fastest Correction Ever? | VIX Index Collapse Post Spike | Will the Fed Push Back on a 50 bps Interest Rate Cut? | Latest Inflation Analysis and Soft, Hard, or No Landing? https://open.spotify.com/episode/1L5RNtfOKAc59TtOODf1dK?si=dzldc_NFSuKuve7nkZc4Ig   Derek Moore's book Broken Pie Chart https://amzn.to/3S8ADNT   Jay Pestrichelli's book Buy and Hedge https://amzn.to/3jQYgMt   Derek's new book on public speaking Effortless Public Speaking https://amzn.to/3hL1Mag   Contact Derek derek.moore@zegainvestments.com   www.zegafinancial.com

Welcome to episode 590 of the Trading Justice podcast where the Justice brothers discuss chaos and opportunities. Jay Powell was doing his best “Transitory 2.0” routine discussing normalizing labor conditions just days before labor readings came in at their worst levels in a long time. Are we set up for some short-term chaos in markets? The Justice boys break down the whole narrative that led to volatility in markets to end the week. What are Matt and Mark looking for before they get actively involved again? What areas of the market do they prefer? The Justice boys hold nothing back in this podcast. Also discussed are commodities, the realignment of markets, economic data, the very important factor of Japan raising interest rates, and earnings from the previous week. A jam-packed podcast you don't want to miss. So sit back and normalize yourself however you see fit and get ready for another fantastic edition of the Trading Justice podcast!  

No Transitory is Alexisonfire's second single off their album "Watch Out!". Harrison and Marty are dumbfounded why this song isn't played more live. If anyone in the band is reading this, please play this song more.

I'm here to remind you that transitions are not stumbling blocks but stepping stones in the journey of self-discovery and growth. Through words of encouragement, inspiration, and gentle reminders, we explore how each transition molds us into stronger, wiser beings. . [I Do Not Own the Rights to the Background Beats:Disclaimer: Background Beats by CLUETONIC beats has been copyrighted. All rights reserved.]

Radio Episode from 4/11/24

This episode stars Tobias Carroll (In The Sight, Transitory, Vol. 1 Brooklyn). It was recorded in-person and in the host's wildly under utilized South Loop office in February 2024.

Welcome to the latest edition of Talking Data. Our Talking Data series seeks to offer timely insights into macro market themes along with macro data and its impact on the economy and markets. I am your host Kristen Radosh of Arbor Research and Trading. Our commentator is Jim Bianco of Bianco Research. Today Jim discusses inflation's “last mile.” · What is the “Last Mile?” · What factors drive inflation? · How will markets take it? Thank you for joining us today. We are client driven, if you have any questions or feedback on future topics, please let us know. For further information on Arbor Research, Bianco Research and Arbor Data Science, please contact Gus Handler at gus.handler@arborresearch.com.

The DU crew offer up so far out potential (bonfire) breakouts for 2024, define Transitory Value and how it applies (to Nico Collins & others), plus breakdown the divisional winners & losers before finishing up with dynasty trades per usual! 6:00 Bonfire Breakouts 14:00 Tank Vs Nico & Transitory Value 19:00 Sleeper/MFL ADP Malfunction & How to Beat It 27:00 Divisional DAWGS (Winners/Losers from DIV Round) 47:00 Dynasty Trades

Skanda Amarnath is the executive director of Employ America, a think tank that promotes full employment in the American economy, and Preston Mui is also a senior economist at Employ America. Skanda and Preston join Macro Musings to talk about U.S. disinflation and the debates surrounding it, as well as what we can expect from Fed policy in 2024 and beyond, and finally, the Fed's framework review that is set to begin later this year.   Transcript for this week's episode.   Skanda's Twitter: @IrvingSwisher Skanda's Medium archive   Preston's Twitter: @PrestonMui Preston's Github profile   Skanda and Preston's Employ America bios   David Beckworth's Twitter: @DavidBeckworth Follow us on Twitter: @Macro_Musings   Join the Macro Musings mailing list! Check out our new Macro Musings merch!   Related Links:   *Ten Thoughts on the Tribal “Transitory” Debate as We Enter 2024* by Skanda Amarnath   *Three Motivations for Interest Rate Normalization: A Playbook for Fed Policy in 2024* by Preston Mui and Skanda Amarnath   Jerome Powell's Opening Remarks at Monetary Policy Challenges in a Global Economy, a policy panel at the 24th Jacques Polak Annual Research Conferences, hosted by the IMF

In March 2021, Federal Reserve Chairman Jerome Powell said, “[T]hese one-time increases in prices are likely to have only transient effects on inflation.” From then on, “transitory inflation” became the phrase of the year in economics, with high hopes that once the initial supply chain shocks and government stimulus after the onset of the pandemic wore off, inflation would return to its regular scheduled programming and maybe even deflate. It turns out, however, that trillions of new dollars in stimulus and slashing interest rates to near-zero for a prolonged period of time did not make inflation “transitory.” Instead, it became a new chapter for the economy. Learn more about your ad choices. Visit megaphone.fm/adchoices

Toys are cheaper now than a year ago. And some of the most popular brands haven't changed for decades. (00:21) Ricky Mulvey and Asit Sharma discuss: - Transitory inflation for the toy business… and beyond! - The everlasting power of Barbie, Hot Wheels, and Lego. - Coupang's acquisition of luxury online retailer, FarFetch. Plus, (15:27) Alison Southwick and Robert Brokamp open the listener mailbag and answer a question about saving in a portfolio of only stocks for retirement. Got a question for the show? Email us at podcasts@fool.com Companies discussed: MAT, CPNG, FTCH Hosts: Ricky Mulvey, Alison Southwick Guests: Asit Sharma, Robert Brokamp Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

On today's Macrocast episode, Ylan, John, and Brendan cover the Federal Reserve's unexpected policy shifts, the implications of inflation on retail sales, and the current state of the oil market. They delve into the everyday effects of inflation on retail sales, questioning whether a decrease in inflation would strengthen or weaken consumer spending. They also note that the Fed appears to be simply keeping up with rapidly falling inflation, a win for those on "team transitory." In their quest to decode the 2024 economic forecast, the group touches on the Bank of England's rate hike and approach to inflation and scrutinizes the oil market, exploring the implications of record-high U.S. oil production. They also note the uncertainty surrounding the Fed's interest rate cuts, contemplating the potential for a financial crisis or pandemic to push rates back to zero. Tune in to hear more!

(10/30/23) Pre-Halloween & Candy Inflation, Pre-Fed Meeting; SoFi Banjk tightening lending restrictions; forecasts for negative Q4 growth; small businesses now having difficulty getting cash/loans. Markets took out support at 200-DMA; look for a reflexive rally, likely following this week's Fed meeting. Texas' Seasons & Mrs. Roberts' blankets; earnings season, Microsoft vs Google: Companies being penalized for slightest flaws; stock have been priced for perfection. Businesses can no longer pass along input costs, reducing margins; will consumer's slow spending? Banks tightening credit, beginning the downward spiral from effects of 11 rate hikes. The fiscal feedback loop; companies are starting to see the effects of higher interest rates on consumers. There is false security in this round of quarterly reporting: Companies are banking on no recession; always "great" economic data just before recession; did not know it until months after recession; (What is 'economic activity/GDP?') Paying more in interest rates detracts from consumer spending; consumer debt is worsening. Is it any coincidence the next FOMC meeting commences on Halloween? Will it be Trick or Treat from Jerome Powell? Is the Fed always wrong? Transitory inflation higher for longer? Crddit Card rates are +4% since 2022. The effective Fed rate is not +6%. A resilient economy threatens work to reduce inflation; why the Fed wants higher rates to cool spending and economic growth. This will also slow earnings growth. SEG-1: Forecasting Negative Q4 Growth? SEG-2: Will the Consumer Slow Down? SEG-3: The False Security in Q3 Reports SEG-4: Trick or Treat from Jerome Powell? Hosted by RIA Advisors' Chief Investment Strategist Lance Roberts, CIO Produced by Brent Clanton, Executive Producer -------- Watch today's show on our YouTube channel: https://www.youtube.com/watch?v=XkelCMkbVOc&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=1s -------- The latest installment of our new feature, Before the Bell, "Over-sold Markets are Under Pressure" is here: https://www.youtube.com/watch?v=eLg0zUIQNxo&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Reaching Your Hurdle Rate" https://www.youtube.com/watch?v=UBDVtnTDAbI&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- Register for our next Candid Coffee: https://us06web.zoom.us/webinar/register/6316958366519/WN_jCrzdX9uSJSrg5MBN5Oy8g ------- 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/ #InvestingAdvice #MarketCorrection #FederalReserve #Recession #InterestRates #ConsumerSpending #EconomicData #Markets #Money #Investing

(10/30/23) Pre-Halloween & Candy Inflation, Pre-Fed Meeting; SoFi Banjk tightening lending restrictions; forecasts for negative Q4 growth; small businesses now having difficulty getting cash/loans. Markets took out support at 200-DMA; look for a reflexive rally, likely following this week's Fed meeting. Texas' Seasons & Mrs. Roberts' blankets; earnings season, Microsoft vs Google: Companies being penalized for slightest flaws; stock have been priced for perfection. Businesses can no longer pass along input costs, reducing margins; will consumer's slow spending? Banks tightening credit, beginning the downward spiral from effects of 11 rate hikes.  The fiscal feedback loop; companies are starting to see the effects of higher interest rates on consumers. There is false security in this round of quarterly reporting: Companies are banking on no recession; always "great" economic data just before recession; did not know it until months after recession; (What is 'economic activity/GDP?') Paying more in interest rates detracts from consumer spending; consumer debt is worsening. Is it any coincidence the next FOMC meeting commences on Halloween? Will it be Trick or Treat from Jerome Powell? Is the Fed always wrong? Transitory inflation higher for longer? Crddit Card rates are +4% since 2022. The effective Fed rate is not +6%. A resilient economy threatens work to reduce inflation; why the Fed wants higher rates to cool spending and economic growth. This will also slow earnings growth. SEG-1: Forecasting Negative Q4 Growth? SEG-2: Will the Consumer Slow Down? SEG-3: The False Security in Q3 Reports SEG-4: Trick or Treat from Jerome Powell? Hosted by RIA Advisors' Chief Investment Strategist Lance Roberts, CIO   Produced by Brent Clanton, Executive Producer -------- Watch today's show on our YouTube channel:   https://www.youtube.com/watch?v=XkelCMkbVOc&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=1s -------- The latest installment of our new feature, Before the Bell, "Over-sold Markets are Under Pressure" is here:  https://www.youtube.com/watch?v=eLg0zUIQNxo&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1  ------- Our previous show is here: "Reaching Your Hurdle Rate" https://www.youtube.com/watch?v=UBDVtnTDAbI&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- Get more info & commentary:  https://realinvestmentadvice.com/newsletter/ -------- Register for our next Candid Coffee: https://us06web.zoom.us/webinar/register/6316958366519/WN_jCrzdX9uSJSrg5MBN5Oy8g ------- 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/ #InvestingAdvice  #MarketCorrection #FederalReserve #Recession #InterestRates #ConsumerSpending #EconomicData #Markets #Money #Investing

Live PodcastGet 20% off your first order of $40 or more at https://nextevo.com/goldExpressVPN: https://expressvpn.com/goldRATE AND REVIEW on Facebook: https://www.facebook.com/PeterSchiff/reviews/Buy my newest book at http://www.tinyurl.com/RealCrashFollow me on Facebook: http://www.Facebook.com/PeterSchiffFollow me on Twitter: http://www.Twitter.com/PeterSchiffFollow me on Instagram: https://Instagram.com/PeterSchiffPrivacy & Opt-Out: https://redcircle.com/privacy

Photo: No known restrictions on publication. @Batchelorshow 1/2: #ClassicRichardEpstein: Team Transitory: 1/2:  Enter the creative Fed and SEC Regulators. @RichardAEpstein @HooverInst (Originally posted Jan 31, 2022) https://www.hoover.org/research/twin-threats-financial-market-security

We discuss the economy, Florida redistricting, the border, and more.  Our Guests Are: Ben Harnwell, Phillip Patrick, Anthony Sabitini, Royce White, Fletcher Gill, Shannon Killian Stay ahead of the censors - Join us warroom.org/join Aired On: 4/14/2022 Watch: On the Web: http://www.warroom.org On Podcast: http://warroom.ctcin.bio On TV: PlutoTV Channel 240, Dish Channel 219, Roku, Apple TV, FireTV or on https://AmericasVoice.news. #news #politics #realnews 

We discuss the economy, Florida redistricting, the border, and more.  Our Guests Are: Ben Harnwell, Phillip Patrick, Anthony Sabitini, Royce White, Fletcher Gill, Shannon Killian Stay ahead of the censors - Join us warroom.org/join Aired On: 4/14/2022 Watch: On the Web: http://www.warroom.org On Podcast: http://warroom.ctcin.bio On TV: PlutoTV Channel 240, Dish Channel 219, Roku, Apple TV, FireTV or on https://AmericasVoice.news. #news #politics #realnews