Podcasts about transitory

The AI economy looks unstoppable on the surface, but what is really happening underneath? Lance Roberts and Michael Lebowitz break down the massive surge in AI infrastructure spending, the role of hyperscaler CapEx in driving GDP growth, and whether AI is creating a stronger economy or masking deeper structural weaknesses. Here's a topical rundown of today's show: 0:00 - INTRO 0:53 - NVIDIA, AI, & Streamlining Workforce 5:41 - Market Sell Signals and Chances for Summer Correction 10:10 - Weakness in Economic Data is Transitory 14:53 - Oil Price Economic Impact - When Does it Hit? 16:36 - The AI Economy -Beyond the Hype 19:52 - How Will AI-generated Productivity Work Through Economy? 22:33 - Data Center Spending Impact on GDP Growth 26:41 - GDP per Capita per US States vs Internationals 29:40 - Every Economy Has a "K" 31:07 - What AI Can Do For You 32:33 - When Dire Predictions Don't Come True 35:52 - ...this doesn't mean we can't have a recession 37:44 - Points to Ponder from Latest NVIDIA Report 38:47 - Space-X (SPCX) IPO Preview Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Portfolio Manager, Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer ------- Articles mentioned in this report: "The AI Economy: Looking Beyond The Facade Part 1" https://realinvestmentadvice.com/resources/blog/the-ai-economy-looking-beyond-the-facade-part-1/ "The NVDA Earnings Report: Could It Pop The Gamma Bubble?" https://realinvestmentadvice.com/resources/blog/the-nvda-earnings-report-could-it-pop-the-gamma-bubble/ ------- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/TeIhoqBT8dg ------- Watch today's "Before the Bell" feature, "Momentum Pause Before Summer Rally?" here: https://youtu.be/oWiPrlAYz5A ------- Watch our previous show, "Q&A Wednesday - Straight Talk About Your Money" https://youtube.com/live/ngEmjqsUFTY ------- * REGISTER for our next Dynamic Learning Series presentation, "A SimpleVisor Tutorial," Thursday, June 4, 2025 at Noon: https://streamyard.com/watch/MwairsimgmnS -------- Download Lance's Latest e-book, "Laws of Money & Wealth:"https://realinvestmentadvice.com/ria-e-guide-library/ -------- 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/ #StockMarket #MarketCorrection #SP500 #Investing #MarketOutlook #ArtificialIntelligence #AIeconomy #StockMarket #EconomicOutlook #TechnologyStocks

Inflation was up 3.8% in April, according to the latest CPI. Economists say the war with Iran has caused “transitory” inflation — that's short-lived inflation from a specific inflationary event. It's also how experts characterized Trump's tariffs and the COVID-19 pandemic. But if inflation stays put for, say, five years, is it really still transitory? Also in this episode: Small business owners fret over rising costs, MIT students graduate with majors in AI, and Quebec brings hydropower to the Northeast U.S.Every story has an economic angle. Want some in your inbox? Subscribe to our daily or weekly newsletter.Marketplace is more than a radio show. Check out our original reporting and financial literacy content at marketplace.org — and consider making an investment in our future.

Inflation was up 3.8% in April, according to the latest CPI. Economists say the war with Iran has caused “transitory” inflation — that's short-lived inflation from a specific inflationary event. It's also how experts characterized Trump's tariffs and the COVID-19 pandemic. But if inflation stays put for, say, five years, is it really still transitory? Also in this episode: Small business owners fret over rising costs, MIT students graduate with majors in AI, and Quebec brings hydropower to the Northeast U.S.Every story has an economic angle. Want some in your inbox? Subscribe to our daily or weekly newsletter.Marketplace is more than a radio show. Check out our original reporting and financial literacy content at marketplace.org — and consider making an investment in our future.

A surprising payroll report The quick war – not over just yet Food inflation coming Economics – a bright spot and surprising report last week Space issues – Space sewage PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm-Up - A surprising payroll report - The quick war - not over just yet - Food inflation coming - Economics - a bright spot and surprising report last week - Space issues - Space sewage - 8PM - End of Civilization? Markets - March sucked - that is the report - 1st quarter results are in - we will discuss - OIL - UP - WTI and Brent rising - its only transitory - Market Manipulation - say it ain't so! Oil - Interesting note that WTI is trading higher than Brent - unusual - WTI ~ $116  Brent ~ $109 - Brent for immediate delivery in Asia $140 as being bid up for purchase NOW - WTI may have an edge because it is available and buyers also stocking up on that... - Europe running out of Jet Fuel - USA sending over a supply - also unusual BUT - 8PM ET - End of Civilization? - Or last minute miracle - with mystery negotiations - Pakistan requesting 2 week pause - with movement of ships through Strait - YES, we have a 2-week pause - no kidding! Crude down 15%, market indices up 2% ---- Wait - Negotiations will start Friday... (Friday?) In Process - In Theory - Framework - OPEC+ agrees in principal theoretical framework to increase output - OPEC+ eight members to raise quotas by 206,000 bpd for May Apple Foldable Flop - Apple shares sunk 2% after reports that the company's foldable iPhones may face delays. - Nikkei Asia reported that the company is facing engineering challenges in what would be the iPhone-maker's first foldable device. - Engineering problems they say.... Closing this Discussion - Bored with this....But... - OpenAI announced it closed its record-breaking funding round at a post-money valuation of $852 billion. - The round totaled $122 billion of committed capital, up from the $110 billion figure that the company previously announced. - OpenAI said it extended participation to investors through bank channels for the first time and raised $3 billion from individual investors. The 1st Quarter Misery - Microsoft lost almost a quarter of its value in the first three months of the year, its steepest quarterly drop since the 2008 financial crisis. - Concerns about the company include the return on investment for artificial intelligence build-outs and the adoption of Copilot. - The company's stock plunged 23% in the first quarter, a steeper drop than any of its tech peers or the Nasdaq, - Microsoft's earnings multiple hasn't been this low since the fourth quarter of 2022, when OpenAI introduced ChatGPT. - SAAS compaies got crushed - Adobe, Atlassian and ServiceNow all down more than 30% YTD - Financials, Consumer Discretionary and Homebuilders had tough quarter 1st Quarter Happiness - Energy Sector up 30% - Materials up 10% - Utilities up 10% - Oil up almost 100% - EM still positive for 2026 Latest Eco - Nonfarm payrolls rose a seasonally adjusted 178,000 in March, a reversal from the 133,000 decline in February and better than the Dow Jones consensus estimate for 59,000. - The unemployment rate edged lower to 4.3%, though that was largely from a sharp reduction in the labor force. - Wages also rose less than expected, with average hourly earnings up just 0.2% for the month and 3.5% from a year ago. The annual increase was the lowest since May 2021. -Health care was responsible for much of the growth, with the sector adding 76,000 jobs. - March ISM Non-Manufacturing Index 54.0% vs. 54.9% Briefing.com consensus; prior 56.1% - - Overall, there is not much going on good or bad - just the same in US Economics ------ Next couple of months will show inflationary pressures Inflation - Tomatoes, strawberries, asparagus, veggies in general are moving higher - - - Tomato prices are rising, with significant increases driven by a 17%–21% tariff on Mexican imports, labor shortages, and supply tightening - Experts warn these factors could increase prices by up to 50% for consumers, especially during winter months, and recent reports indicate continued shortages and high costs through early April 2026 - Florida frost in Q1 and now UREA shortages during spring planing will cause even more problems and pricing pressure (inflationary) No View - Satellite imaging firm Planet Labs said on Saturday it will indefinitely withhold visuals of Iran and the region of conflict in the Middle East to comply with a request from the U.S. government. - Planet Labs will release images only on case-by-case basis for urgent or public interest needs - Satellite imagery of hard-to-reach areas useful for news media, researchers - Other providers like Vantor apply their own controls but were not contacted by U.S. government - Interesting potential for an edge in war if we can see them and they and they can't see us Dems probing stock trades - Two Democratic U.S. senators on Thursday called on Wall Street's top regulator and a Defense Department watchdog to prevent and investigate possible insider trading by government officials following a spate of market activity seemingly timed to President Donald Trump's announcements. - Reuters and others have reported that major moves over the last year in equity, commodities and prediction markets are consistent with the possibility that traders had advance knowledge of Trump's announcements concerning the war with Iran, tariffs and the capture of Venezuelan leader Nicolas Maduro, among other examples. - Repubs only care if Pelosi does trades and Dems only care if Trump related trades The Final Frontier - The Universal Waste Management System toilet on the Orion crew capsule has been giving the Artemis II crew some issues during their mission to the moon. - The toilet's problems included a pump that needed extra water to work and a potential buildup of ice blocking the vent nozzle that allows wastewater to drain out into space. --- For a while there was no urination allowed only space poops since on different disposal systems - NASA was able to fix the issue by positioning the Orion so that the toilet vent would "bake" in the sun and melt the ice, and the crew is now cleared to use the toilet for all purposes. ---More: The UWMS comes equipped with a funnel and hose for urination, and there is a seat with a hole for bowel movements. -------Since the astronauts are in microgravity, the toilet relies on air flow that pulls waste into the toilet and ensures the capsule stays clean. -------------The astronauts can also use footstraps and handles to stay in position. Earnings Season - Analysts have been increasing their earning estimates into the quarter - which is unusual as usually see declines into the prints (so that companies have easier hurdle) - The S&P 500 is expected to deliver 13.2% year-over-year earnings growth, marking a sixth straight quarter of double-digit gains. - Revenue is expected to grow 9.7%, the strongest pace since Q3 2022. - But what about the outlook????????????????? Mag 7 Earnings expectations - Of course The Magnificent 7 remain central to earnings growth and market direction. Nvidia (~127.7%) and Tesla (~124.9%) are driving outsized earnings expansion. Apple (~19.0%) and Microsoft (~17.2%) show solid but more normalized growth. Meta (~3.4%) and Amazon (~3.2%) are slowing, while Alphabet (~-6.9%) is expected to decline. Growth within mega-cap tech is becoming less broad and more concentrated in a few names. Just In - Remember in January with Medicare Advantage and Part D payment plans from governments were being cut? - Insurance company stocks got smacked... - Expectations were for a 4% or so raise and it came in flat - ON DHUNPLUGGED - (1/27/2026) we discussed that this was a game and would come back when finalized inline with expectations  to show how great the benefit is to Medicare recipients (voters) ---- We added United HealthCare (UNH) to the Weekly Stock Pick game as a rare Purple pick - Now, final numbers announced and  are projected to result in a net average increase of 2.48%, or over $13 billion in additional MA payments to plans in CY 2027. This expected increase includes consideration of the various elements that impact MA payments, such as growth rates of underlying costs, 2026 Star Ratings for 2027 quality bonus payments, and risk adjustment updates. - UNH and other names int he sector moving up nicely on the news - (Potential related stocks: UNH, CVS, MCK, CI, HUM, CNC, ALHC, MOH, ELV, THC, UHS, CYH, HCA, OSCR) France Gold - France's central bank has sold off the last of the gold it held in the United States Federal Reserve and replaced it with higher quality bars in Paris, taking advantage of rising prices to make nearly €13 billion as it upgrades its holdings. - Moved all holding back to France   Love the Show? Then how about a Donation? ANNOUNCING THE CLOSEST TO THE PIN for NETGEAR Winners will be getting great stuff like the new "OFFICIAL" DHUnplugged Shirt!     FED AND CRYPTO LIMERICKS   See this week's stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter

Back in 1933, during construction of the Golden Gate Bridge, unemployed men would stand waiting at the foot of the bridge.You can find a transcript of this video and over 900 more devotions like this one on our website at PeaceDevotions.com.If you find value from these devotions we'd encourage you to support our ministry. You can support us by praying for our pastors, sharing and commenting on our videos, or by donating at https://peacedevotions.com/donateConnect with us on social media, our website, or get these emailed to your inbox.Facebook: https://www.facebook.com/PeaceDevotions/Instagram: https://www.instagram.com/peace_devotions/YouTube: https://www.youtube.com/channel/UC2pFo5lJV46gKmztGwnT3vAWebsite: https://peacedevotions.com/Email List: https://peacedevotions.com/emailYou can also add Peace Devotions to your Flash Briefing on Amazon Echo Devices.https://peacedevotions.com/echo/

This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on the positive move from UK index-linked bonds. : Are we back to the BoE's Bailey MPC's singing around the desk next week Britney's ‘Oops I've done it again ‘and say inflation & oil is ‘Transitory ‘. Pressure on anaemic growth and increased borrowing costs of national debt make for a difficult relationship between Bailey and Rachel Reeves? Also questions on UK hydro output and solar power output.

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 […]

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.

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

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

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.

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.

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!

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

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