Podcasts about treasuries

Is the dollar slowly losing its grip on global dominance? China is cutting back on U.S. Treasuries. Foreign central banks are buying record amounts of gold. Bank branches are closing. Cash access is shrinking. Coincidence? In this episode, we connect the dots. This isn't about panic. It's about positioning.Questions on Protecting Your Wealth with Gold & Silver? Schedule a Strategy Call Here ➡️ https://calendly.com/itmtrading/podcastor Call 866-349-3310

In this episode, Ted Oakley, founder and managing partner of Oxbow Advisors with 49 years in the business, predicts that over the next 18 months, markets will see both new highs and new lows amid heightened volatility. Ted currently holds 50% of his portfolio in short-term Treasuries (recently extending some to 3-year), waiting for opportunities as he notes that second years of presidential terms historically return just 1% and typically experience mid-year declines. He argues that financial repression—holding rates low while letting inflation run—is the only way out of America's $40 trillion debt crisis, which is why he's positioned in hard assets including gold, silver, miners, energy, and commodities. Ted recently trimmed silver positions after a 200% move in 2025, expecting consolidation back to $50-60 (from $76), and warns that hidden leverage is at record levels: margin debt as a percentage of market cap is at all-time highs, high-net-worth investors have massive off-balance-sheet securities-based lines of credit, and leveraged ETFs have exploded fourfold. He's critical of private equity for overpaying for companies and using secondary funds as a "gimmick," and predicts this will be a year for active stock pickers as the regime shifts from passive buying to passive selling when baby boomers (averaging age 71 this year) begin withdrawing funds.Links:Oxbow Advisors: https://oxbowadvisors.com/YouTube: https://www.youtube.com/@OxbowAdvisorsX: https://x.com/Oxbow_AdvisorsBook: https://www.amazon.com/Second-Generation-Wealth-What-Want/dp/1966629168Timestamps: 0:00 Intro and welcome back Ted Oakley 1:14 Big picture macro view — dislocation since mid-October 2:59 Year 2 of presidential terms historically poor performers 4:05 Why second years are difficult 5:23 How to prepare for drawdowns 6:51 Why Ted holds 50% in short-term Treasuries 8:21 Can't own long bonds for the next 10 years 9:17 Are we past the point of no return on debt? 11:04 What $1 trillion really means — $100k/hour for 1,100 years 12:03 What's the end game? 13:02 Financial repression — the only way out 13:34 Regime change to hard assets 14:19 Gold and silver — took some profits 16:25 Trading in and out vs. staying long 18:21 Price levels for getting back into silver and gold 19:32 Regime change for hard, durable assets 21:06 Are we due for a major pullback or bear market? 23:09 Hidden risks — margin debt at record levels 25:12 High net worth debt hidden off balance sheet 27:08 Private credit and private equity — trouble brewing 29:40 Would the Fed intervene in a generational bear market? 31:09 The thesis on oil 33:22 Kevin Warsh as Fed chair — Ted's reaction 34:24 The Fed doesn't really matter for stock picking 34:52 Where are you finding opportunities today? 36:58 At what level would you deploy the 50% cash? 38:25 Takeaway for investors this year 39:54 Active stock pickers will outperform 41:05 Prediction for a year from now 42:22 Where to find Ted and closing thoughts

America isn't losing because we don't have power, we're losing because we can't lock in. While we're arguing about internal chaos, China is quietly running the long game and stacking wins in the industries that decide who the “big dog” really is. If you care about your money, your freedom, and what the next few years in the market might look like… you need to hear this.

O estrategista de investimentos do BB Private, Raphael Félix, CFP®, CNPI, analisa os principais fatos da última semana e reflete sobre as expectativas para a semana atual no Brasil e no mundo para te ajudar a tomar as melhores decisões de investimento: "No cenário global, os destaques ficaram por conta das sinalizações do governo americano e do Federal Reserve, além de dados do mercado de trabalho e da inflação nos Estados Unidos, que reacenderam as expectativas de cortes de juros e impactaram dólar e Treasuries. No Brasil, as atenções se voltaram para os dados de inflação e atividade, que indicaram perda de fôlego da economia no fim de 2025, e às falas do Banco Central, reforçando uma condução cautelosa e dependente de dados em meio a um ambiente de incertezas."Confira agora o BB Private Highlights. Conheça também outros conteúdos produzidos por nossos premiados especialistas no hub BB Private Lounge: bb.com.br/lounge

Jim and Chris discuss listener emails on Medicare Part B decisions for retirees abroad, Social Security survivor benefit surprises, inherited Roth IRA distribution rules, and balancing Treasuries versus annuities when “safety” is more emotional than mathematical. (6:45) A listener asks about situations where it might make sense to skip Medicare Part B, including retirees living abroad with strong foreign coverage and people who move to the U.S. later in life and must pay for Parts A and B. (33:30) George asks why some widows and widowers don't end up receiving the full benefit their spouse was receiving, even when the surviving spouse's payment increases after the death. (52:30) The guys respond to a question about whether an inherited Roth IRA requires annual distributions when the original owner was old enough to have RMDs, or whether the beneficiary can wait until year 10. (1:11:00) Jim and Chris revisit the annuities versus Treasuries discussion through the lens of fear and peace of mind, including why someone might emotionally trust Treasuries more than insurer guarantees even if the math favors SPIAs. The post Medicare, Social Security, Inherited Roth, Annuities: Q&A #2607 appeared first on The Retirement and IRA Show.

Eric Criscuolo, NYSE Market Strategist, recaps a week where AI‑driven fears triggered sharp selloffs across software, finance, logistics, and data‑heavy industries. Despite the pressure, broader market rotations held up as the Dow pushed past 50,000 and mid‑ and small‑cap indexes outperformed beneath the surface. Defensive sectors took the lead as the S&P slipped back below key moving averages. Treasury yields swung on mixed macro signals while metals cooled, crypto wavered, and oil's rally stalled. With CPI, major earnings, and key economic data ahead, markets enter the holiday‑shortened week navigating renewed volatility and rising AI uncertainty.

13/2 Sell-off a Wall Street. Large Cap della tecnologia e software in vendita. Trasporti -4,5%  ultima vittima di una nuova applicazione AI di Algorhythm Holdings. Oro rimbalza ma rimane sotto 5.000$, recupera argento, Bitcoin a 66mila Standard Chartered taglia stime 2026. Si vendono azioni, si comprano Treasuries: rendimento ai minimi 2026. Gli unici a correre sono i produttori di memory Chip. Anthropic chiude funding da 30mld dollari per una valutazione a 380miliardi. FT: Trump pronto a passi indietro su dazi su metalli e alluminio. Oggi dato chiave su inflazione a gennaio. Asia in rosso, Kospi resiste e tocca nuovo record. Goldman Sachs promuove le azioni giapponesi. Rally dei titoli AI cinesi: Zhipu e Minimax. Europa, a marzo la roadmap europea sulla competitività: tutto quello che dovete sapere. Completamento mercato unico entro il 2027, cooperazione rafforzata. Futures in verde in Europa, oggi seconda stima Pil 4Q. Focus su titoli logistica, Terna dopo record e Fincantieri . Learn more about your ad choices. Visit megaphone.fm/adchoices

If central banks “control money,” why do we still get credit booms, banking crises, and bubbles, and what can a new Fed chair actually do about it? Who actually controls money, the central bank, commercial banks, or the markets? We break money into two parts: currency and finance . Once you see that split, a more unsettling reality appears: central banks can set the price of money (interest rates), but they don't directly control the quantity, because commercial banks create new money every time they approve a loan. From fractional reserve banking and the “pull” model of credit creation, to why Treasuries sit at the centre of the whole machine, we explain what central banks actually do Can Kevin Warsh tighten and cut at the same time? Markets moved on a single sentence. The politics want low rates. The plumbing wants discipline. Only one of those can win. Hosted on Acast. See acast.com/privacy for more information.

Join the Conversation at 303-477-5600 or text to 307-200-8222 Monday - Friday from 3 pm - 6 pm MT. HOUR 1 Hour 1 of Rush To Reason pulls back the curtain on the economic forces quietly reshaping everyday life—from interest rates and housing to global power and artificial intelligence. John Rush and Andy Peth are joined by Jordan Goodman, America's Money Answer Man, for a fast-moving conversation that connects the dots between the Federal Reserve, national debt, and political pressure. What happens when foreign nations lose confidence in U.S. Treasuries—and what does that mean for interest rates, inflation, and housing affordability? The discussion expands into global strategy, examining China's grip on gold, silver, and rare-earth minerals, and whether the U.S. can realistically regain control through projects such as domestic mining and refining. Then the lens shifts to the future: prediction markets outperforming polls, crypto's brutal volatility, and AI's rapid takeover of entire industries. From journalism layoffs to software companies losing relevance, the hour raises an uncomfortable question: Are jobs, institutions, and even governments adapting fast enough? This is a wide-angle look at power, money, and technology colliding… and the consequences most people aren't ready for. HOUR 2 Hour 2 of Rush To Reason dives headfirst into one of the most explosive questions in American politics: is the two-party system broken—or is breaking it exactly what empowers the wrong people? John Rush and Andy Pate are joined by Tom Joseph, founder of America's Main Street Party (https://www.mainstreetparty.org/), who lays out a bold plan to overhaul how candidates are nominated using technology, voter engagement, and a money-free process. Could an “Olympic-style” system finally break the grip of incumbents and party insiders? After Joseph exits, the gloves come off. John and Andy examine why third-party movements may weaken individual liberty by splintering conservatives while collectivists stay unified. From voter psychology to consumer power, free will, faith, and political realism, the conversation challenges assumptions many voters take for granted. The hour closes with a blunt assessment of Colorado politics, the Victor Marks debate, and the uncomfortable truth that few people are actually deciding elections right now. Is principle enough to win—or does strategy decide the future? If you think you understand how power really works, this hour will force you to rethink it. ⏱️ Guest Timestamps * Tom Joseph – America's Main Street Party - 1:10 HOUR 3 Hour 3 of Rush To Reason pulls no punches as John and Andy confront the brutal realities of winning statewide in Colorado. With the gubernatorial field crowded and fractured, they argue that electability—not ideology—will determine the outcome, and they openly assess which Republican candidates have a path forward and which ones quietly help Democrats by splitting the vote. The conversation widens into a blistering critique of Colorado's political landscape, from activist statewide officials to a base that rewards passion over strategy. John and Andy press listeners with a simple but uncomfortable question: how does your candidate actually beat Michael Bennet in the general election? Then the hour takes a sharp turn into healthcare, as they react to calls from National Nurses United to abolish ICE and revisit COVID-era treatment of patients. Can medical professionals remain trusted when activism enters the exam room? A caller underscores the concern, recalling pharmacies that refused to fill doctor-prescribed medications—and the lack of accountability that followed. The hour closes with a hard reset on messaging about property taxes, crime, roads, and homelessness. If candidates can't focus on what hurts voters right now, does anything else matter?

Join the Conversation at 303-477-5600 or text to 307-200-8222 Monday - Friday from 3 pm - 6 pm MT. HOUR 1 Hour 1 of Rush To Reason pulls back the curtain on the economic forces quietly reshaping everyday life—from interest rates and housing to global power and artificial intelligence. John Rush and Andy Peth are joined by Jordan Goodman, America's Money Answer Man, for a fast-moving conversation that connects the dots between the Federal Reserve, national debt, and political pressure. What happens when foreign nations lose confidence in U.S. Treasuries—and what does that mean for interest rates, inflation, and housing affordability? The discussion expands into global strategy, examining China's grip on gold, silver, and rare-earth minerals, and whether the U.S. can realistically regain control through projects such as domestic mining and refining. Then the lens shifts to the future: prediction markets outperforming polls, crypto's brutal volatility, and AI's rapid takeover of entire industries. From journalism layoffs to software companies losing relevance, the hour raises an uncomfortable question: Are jobs, institutions, and even governments adapting fast enough? This is a wide-angle look at power, money, and technology colliding… and the consequences most people aren't ready for. HOUR 2 Hour 2 of Rush To Reason dives headfirst into one of the most explosive questions in American politics: is the two-party system broken—or is breaking it exactly what empowers the wrong people? John Rush and Andy Pate are joined by Tom Joseph, founder of America's Main Street Party (https://www.mainstreetparty.org/), who lays out a bold plan to overhaul how candidates are nominated using technology, voter engagement, and a money-free process. Could an “Olympic-style” system finally break the grip of incumbents and party insiders? After Joseph exits, the gloves come off. John and Andy examine why third-party movements may weaken individual liberty by splintering conservatives while collectivists stay unified. From voter psychology to consumer power, free will, faith, and political realism, the conversation challenges assumptions many voters take for granted. The hour closes with a blunt assessment of Colorado politics, the Victor Marks debate, and the uncomfortable truth that few people are actually deciding elections right now. Is principle enough to win—or does strategy decide the future? If you think you understand how power really works, this hour will force you to rethink it. ⏱️ Guest Timestamps * Tom Joseph – America's Main Street Party - 1:10 HOUR 3 Hour 3 of Rush To Reason pulls no punches as John and Andy confront the brutal realities of winning statewide in Colorado. With the gubernatorial field crowded and fractured, they argue that electability—not ideology—will determine the outcome, and they openly assess which Republican candidates have a path forward and which ones quietly help Democrats by splitting the vote. The conversation widens into a blistering critique of Colorado's political landscape, from activist statewide officials to a base that rewards passion over strategy. John and Andy press listeners with a simple but uncomfortable question: how does your candidate actually beat Michael Bennet in the general election? Then the hour takes a sharp turn into healthcare, as they react to calls from National Nurses United to abolish ICE and revisit COVID-era treatment of patients. Can medical professionals remain trusted when activism enters the exam room? A caller underscores the concern, recalling pharmacies that refused to fill doctor-prescribed medications—and the lack of accountability that followed. The hour closes with a hard reset on messaging about property taxes, crime, roads, and homelessness. If candidates can't focus on what hurts voters right now, does anything else matter?

Join the Conversation at 303-477-5600 or text to 307-200-8222 Monday - Friday from 3 pm - 6 pm MT. HOUR 1 Hour 1 of Rush To Reason pulls back the curtain on the economic forces quietly reshaping everyday life—from interest rates and housing to global power and artificial intelligence. John Rush and Andy Peth are joined by Jordan Goodman, America's Money Answer Man, for a fast-moving conversation that connects the dots between the Federal Reserve, national debt, and political pressure. What happens when foreign nations lose confidence in U.S. Treasuries—and what does that mean for interest rates, inflation, and housing affordability? The discussion expands into global strategy, examining China's grip on gold, silver, and rare-earth minerals, and whether the U.S. can realistically regain control through projects such as domestic mining and refining. Then the lens shifts to the future: prediction markets outperforming polls, crypto's brutal volatility, and AI's rapid takeover of entire industries. From journalism layoffs to software companies losing relevance, the hour raises an uncomfortable question: Are jobs, institutions, and even governments adapting fast enough? This is a wide-angle look at power, money, and technology colliding… and the consequences most people aren't ready for. HOUR 2 Hour 2 of Rush To Reason dives headfirst into one of the most explosive questions in American politics: is the two-party system broken—or is breaking it exactly what empowers the wrong people? John Rush and Andy Pate are joined by Tom Joseph, founder of America's Main Street Party (https://www.mainstreetparty.org/), who lays out a bold plan to overhaul how candidates are nominated using technology, voter engagement, and a money-free process. Could an “Olympic-style” system finally break the grip of incumbents and party insiders? After Joseph exits, the gloves come off. John and Andy examine why third-party movements may weaken individual liberty by splintering conservatives while collectivists stay unified. From voter psychology to consumer power, free will, faith, and political realism, the conversation challenges assumptions many voters take for granted. The hour closes with a blunt assessment of Colorado politics, the Victor Marks debate, and the uncomfortable truth that few people are actually deciding elections right now. Is principle enough to win—or does strategy decide the future? If you think you understand how power really works, this hour will force you to rethink it. ⏱️ Guest Timestamps * Tom Joseph – America's Main Street Party - 1:10 HOUR 3 Hour 3 of Rush To Reason pulls no punches as John and Andy confront the brutal realities of winning statewide in Colorado. With the gubernatorial field crowded and fractured, they argue that electability—not ideology—will determine the outcome, and they openly assess which Republican candidates have a path forward and which ones quietly help Democrats by splitting the vote. The conversation widens into a blistering critique of Colorado's political landscape, from activist statewide officials to a base that rewards passion over strategy. John and Andy press listeners with a simple but uncomfortable question: how does your candidate actually beat Michael Bennet in the general election? Then the hour takes a sharp turn into healthcare, as they react to calls from National Nurses United to abolish ICE and revisit COVID-era treatment of patients. Can medical professionals remain trusted when activism enters the exam room? A caller underscores the concern, recalling pharmacies that refused to fill doctor-prescribed medications—and the lack of accountability that followed. The hour closes with a hard reset on messaging about property taxes, crime, roads, and homelessness. If candidates can't focus on what hurts voters right now, does anything else matter?

Yields dos Treasuries de 10 anos recuam após a alta da véspera com dados fortes de emprego, que reduziram apostas em corte de juros.

Yields dos Treasuries de 10 anos recuam após a alta da véspera com dados fortes de emprego, que reduziram apostas em corte de juros.

12/2 La grande rotazione e l'arriverci silenzioso al dollaro. Prudenza a Wall Street, il mercato lima le attese su tagli Fed dopo il dato sul lavoro. Su rendimenti dei Treasuries. Schiaffo della Camera in vista delle mid-term: vota contro i dazi del Canada. CBO: politiche Trump aumenteranno deficit di 1400mld dollari. Tech sotto pressione, la nuova vittima AI è il settore real estate. Cisco e McDonald's in calo dopo le trimestrali. Meta, Bill Ackman investe 2 miliardi. La Russia blocca Whatsapp. Apple, ritardi su Siri. Petrolio +0,5%, nessun accordo con Israele post Trump-Nethanyahu. Msci Asia Pacific nuovo record, rally Nikkei e Kospi. Da inizio anno Asia +13% sovraperforma S&P500. OpenAi, Samsung SDS e SK Telecom nuovi datacenter in Sud Corea. Europa, al via il vertice delle Fiandre. Paesi divisi, VDL pronta a Europa a due velocità. Focus su gestito dopo debacle di ieri. Essilux conti oltre le attese, traino dagli Usa. L'intervista di Miller al Sole: aperti a M&A.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Asian stocks gained in the run-up to the US jobs data after weak retail sales reinforced bets that the Federal Reserve will cut interest rates later this year. Treasury futures held their gains Wednesday after 10-year bond yields dropped to the lowest in about a month in the US session. There will be no cash trading in Treasuries during the Asian day as Japan is closed for a holiday. Gold, which typically benefits when rates are cut, rose 0.5% as money markets see slightly higher odds of three Fed cuts this year — with two already fully priced in. For more, we speak to David Finnerty, Bloomberg FX and Rates Strategist in Singapore. Plus - in China, the consumer-price index rose just 0.2% in January from a year earlier — a slowdown caused largely by base effects — after a 0.8% rise in December. Core CPI, which excludes volatile items such as food and energy, climbed 0.8%, its lowest level in six months. We got reaction to the latest reading from Robin Xing, Chief China Economist at Morgan Stanley. He spoke to Bloomberg's David Ingles and Minmin Low.See omnystudio.com/listener for privacy information.

US stocks were mixed while Treasuries fell after strong jobs data tempered expectations for near-term Fed rate cuts. Investor caution weighed on software names, although Generac bucked the trend, rising on optimism around data centre demand. In Europe, commodity strength helped lift shares to fresh record highs. In commodities, oil advanced as Middle East tensions outweighed a large build in US crude inventories, while gold rose 1% as buyers looked past the robust jobs report. Back home, Australian shares are expected to edge higher on Thursday, with the Aussie dollar hovering near a three-year high. The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.See omnystudio.com/listener for privacy information.

Tariffs have caused negative feelings around the world regarding the U.S. Some say if they sold all their US bonds it could sink our stock market. Is that true? Subscribe or follow so you never miss an episode! Check out Fire Your Financial Advisor on YouTube! Learn more at GoldenReserve.com or follow on social: Facebook & LinkedIn.See omnystudio.com/listener for privacy information.

US stocks wavered while Treasuries surged after weak retail sales bolstered expectations of Federal Reserve rate cuts. Coca-Cola’s outlook disappointed, though Marriott hit a record high after issuing stronger-than-expected guidance. In Europe, losses in energy stocks offset gains in Ferrari. In commodities, oil edged lower as traders weighed Middle East supply risks, while gold slipped ahead of key US jobs and inflation data. Back home, Aussie shares are expected to open higher on Wednesday, with a bumper earnings day ahead and CSL in focus. The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.See omnystudio.com/listener for privacy information.

Global markets are starting the week on a stronger footing. Japan's Nikkei surged nearly 4% to a record high after Prime Minister Sanae Takaichi secured a historic supermajority victory. The yen strengthened as investors priced in political stability and potential fiscal expansion. Meanwhile, gold climbed back above $5,000 per ounce and silver extended its rally amid continued geopolitical tension around U.S.–Iran negotiations. In the U.S., traders are positioning ahead of key labor market and inflation data that will test expectations for a June Federal Reserve rate cut. Treasuries dipped after reports that Chinese regulators told banks to reduce exposure to U.S. bonds. Bitcoin rallied to $72,000 over the weekend before pulling back toward $68,000, while ETF outflows slowed considerably after two heavy weeks. A busy week ahead...

Gold and silver just made a violent move — and it wasn't random. Kerry Lutz sits down with Edward Siddell to break down the parabolic surge, the sharp pullback, and what it really signals beneath the surface. Siddell explains how panic buying, inflation pressure, and volume spikes collided in the metals markets — and why the pullback wasn't weakness, but a warning. At the center of the move: central banks. Siddell outlines why gold reserves are rising as U.S. Treasuries quietly lose favor, and how growing debt levels increase long-term dollar risk. The conversation turns to silver, where supply constraints, historical ratios, and rising industrial demand — including AI and data centers — are setting the stage for outsized moves. Siddell closes with his 12–24 month outlook for gold and silver and what to watch as markets head toward a potentially volatile 2026. Find Ed here:  https://EGSIFinancial.com Find Kerry here :https://khlfsn.substack.com and here: https://inflation.cafe    Kerry's New Book "The Armstrong Economic Code: The 5 Truths Investors Must Never Forget" is out now on Amazon!  Get your copy here:   https://a.co/d/bvYbZOz  "The World According to Martin Armstrong – Conversations with the Master Forecaster" is a #1 Best Seller on Amazon. . Get your copy here: https://amzn.to/4kuC5p5

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Market update for Monday February 9, 2026Check out the Public app for incredible investing tools and to support the show (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today's episode:Stocks rally to end last week, but Wall Street remains skeptical of the bounceNovo Nordisk sues Hims over alleged copycat weight-loss drugs and GLP-1 patentsChina urges banks to limit exposure to U.S. Treasuries, rattling bond marketsSuper Bowl betting hits a record as prediction markets take share from sportsbooks

Reguladores chineses aconselharem bancos a limitar exposição a títulos do Tesouro dos EUA, citando risco de concentração e volatilidade.

Tech stocks led a rebound on Wall Street as investors awaited key economic data, while Treasuries were choppy after a move by China added pressure to the bond market. In Europe, shares closed at record highs as AI-related worries eased. In commodities, precious metals rose as the US dollar slipped, while oil prices climbed more than 1% after the US urged caution for vessels near Iran. Back home, Aussie shares are expected to open higher ahead of James Hardie’s earnings results. The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.See omnystudio.com/listener for privacy information.

Los reguladores chinos aconsejaron a las entidades financieras que limiten su exposición a los bonos del Tesoro de EE.UU., según fuentes; Acciones de Japón suben tras triunfo de Takaichi; Cuba se queda sin combustible de aviación; Marcelo Rochabrun, periodista de Bloomberg News, explica la apuesta de Nutresa en Venezuela. Newsletter Cinco cosas: bloom.bg/42Gu4pGLinkedin: https://www.linkedin.com/company/bloomberg-en-espanol/Youtube: https://www.youtube.com/BloombergEspanolWhatsApp: https://whatsapp.com/channel/0029VaFVFoWKAwEg9Fdhml1lTikTok: https://www.tiktok.com/@bloombergenespanolX: https://twitter.com/BBGenEspanolProducción: Ivana Bargués, Eduardo Thomson y Paola Vega TorreSee omnystudio.com/listener for privacy information.

In this episode we answer email Serge, Nielsen, Paul and Loren.  We dig into the core question that drives every portfolio -- when will this money be spent and by whom -- which dictates how it should be invested, and talk about the website, ETPs and their variations, and thinking about sabbaticals and Coast FI.  We also mention our Risk Parity Radio gathering at EconoMe on Friday at the Celare Hotel.And THEN we our go through our weekly portfolio reviews of the eight sample portfolios you can find at Portfolios | Risk Parity Radio.Additional Links:The New(ish) Web Page:  Risk Parity RadioRetire Often Book:  Retire Often | Create a meaningful and enjoyable lifeBreathless Unedited AI-Bot Summary:What is this money actually for—and when will it be used? We build from that deceptively simple question to map two clear paths: an equity-heavy accumulation approach for wealth you won't touch for decades, and a diversified, endowment-inspired design for money you plan to spend or share in the near term. Along the way, we unpack revealed preferences, why giving while living can outperform hoarding for family outcomes, and how to convert volatility into usable cash flow with risk parity principles.We share practical playbooks for different life chapters. If you're sitting on a seven-figure portfolio and dreaming of a sabbatical, hold 1–2 years of cash and let the rest compound in accumulation mode. If you're leaning toward Coast FI, keep retirement assets in equities while your current work covers life today. If you aim to fund 4–5 percent distributions to family or philanthropy, build a portfolio with multiple return drivers—equities for growth, Treasuries for crisis defense, gold and commodities for inflation, and managed futures for trend resilience—plus disciplined rebalancing to support withdrawals through market cycles.We also clear up product confusion: GLD lives under the broader ETP umbrella while functioning like an ETF to most users—structure matters for risks and taxes, so read the prospectus and know what you own. To ground it all, we review the latest market moves—small-cap value strength, gold's lead, managed futures momentum—and walk through sample portfolios, including rebalancing thresholds and what's working now. Ready to align your portfolio with your real timeline and purpose? Hit play, subscribe for more smart, research-backed investing talk, and leave a review to help others find the show.Support the show

In this episode of Mining Stock Daily, Barry Knapp of Ironsides Macroeconomics examines how the nomination of Kevin Warsh as Fed Chair serves as a strategic move to stabilize federal debt and address years of balance sheet distortion,. Knapp provides a scathing critique of past Quantitative Easing (QE) programs, arguing they facilitated counterproductive fiscal policy and created a "K-shaped economy" by driving capital into stock buybacks rather than productive investment. The discussion delves into the fiscal theory of the price level, suggesting that inflation is rooted in government spending shocks and that the Fed must now work to privatize its balance sheet to restore market discipline. Listeners will gain insights into the structural shift in global capital, where the orderly decline of the dollar and China's move away from Treasuries are fueling a long-term secular bull market in gold. Finally, the conversation highlights the necessity of bank deregulation to increase the velocity of money, ensuring the financial system can fund the massive infrastructure requirements of AI and domestic manufacturing reshoring.This episode of Mining Stock Daily is brought to you by... Revival Gold is one of the largest pure gold mine developer operating in the United States. The Company is advancing the Mercur Gold Project in Utah and mine permitting preparations and ongoing exploration at the Beartrack-Arnett Gold Project located in Idaho. Revival Gold is listed on the TSX Venture Exchange under the ticker symbol “RVG” and trades on the OTCQX Market under the ticker symbol “RVLGF”. Learn more about the company at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠revival-dash-gold.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Vizsla Silver is focused on becoming one of the world's largest single-asset silver producers through the exploration and development of the 100% owned Panuco-Copala silver-gold district in Sinaloa, Mexico. The company consolidated this historic district in 2019 and has now completed over 325,000 meters of drilling. The company has the world's largest, undeveloped high-grade silver resource. Learn more at⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠https://vizslasilvercorp.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Equinox has recently completed the business combination with Calibre Mining to create an Americas-focused diversified gold producer with a portfolio of mines in five countries, anchored by two high-profile, long-life Canadian gold mines, Greenstone and Valentine. Learn more about the business and its operations at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠equinoxgold.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Integra Resources is a growing precious metals producer in the Great Basin of the Western United States. Integra is focused on demonstrating profitability and operational excellence at its principal operating asset, the Florida Canyon Mine, located in Nevada. In addition, Integra is committed to advancing its flagship development-stage heap leach projects: the past producing DeLamar Project located in southwestern Idaho, and the Nevada North Project located in western Nevada. Learn more about the business and their high industry standards over at integraresources.com

US equity futures are modestly lower though paring most of earlier losses, with Asian markets mostly lower and European equities trading softer. US markets were driven by renewed downside pressure in growth and technology. Weak US labor market signals took center stage, as job openings fell to their lowest level since 2020 and layoffs surged to the highest January reading since the global financial crisis, triggering a pronounced rally in Treasuries and reinforcing curve steepening dynamics. The risk-off backdrop spilled into crypto and precious metals, with Bitcoin posting its sharpest drop since late 2022 and silver seeing an outsized decline. Meanwhile, investors continued to reassess positioning as elevated volatility, softer economic data and crowded trades weighed on sentiment, despite relative resilience in select defensive and rate-sensitive sectors.Companies Mentioned: Boeing, Apple, Lukoil, Chevron Carlyle

Business and finance news from the Asia-Pacific Global stocks extended their tumble into Asian trading on Friday after heavy losses in US tech stocks and cryptocurrencies sapped risk appetite. Silver slid again, while Treasuries stabilized. Further denting sentiment, Amazon.com Inc. shares tumbled 10% in after-hours trading after the company said it plans to spend $200 billion on AI this year. The tech sector seems set for more losses with futures contracts for the Nasdaq 100 sliding 1%. For more on the global selloff, we spoke to Winnie Hsu, Bloomberg's Asia Equities Reporter. Plus - Japan is preparing for a snap lower-house election that could reshape the country's political balance at a moment of economic strain and regional uncertainty. Prime Minister Sanae Takaichi — who has only been in the top job for just over three months — has set the election date for Feb. 8 to capitalize on soaring public support to shore up her coalition government. Takaichi has already made a mark by bringing forward an increase in defense spending, unveiling the biggest extra budget since pandemic restrictions were eased, and ruffling feathers in China over her comments on Taiwan. We get a preview from Bloomberg's Sakura Murakami. She covers politics in Japan.See omnystudio.com/listener for privacy information.

U.S. equities sold off Thursday and finished near the lows, led by weakness in big tech as software again underperformed while semiconductors held up better. Soft labor-market data drove a rally in Treasuries and cooled the recent broadening-out rotation, while the dollar strengthened and risk assets like crypto and commodities were pressured.

Taylor Kenney explains why this move has nothing to do with speculation and everything to do with a global loss of trust in the financial system.Foreign demand for U.S. Treasuries is collapsing, bond yields are rising on record debt, and physical gold and silver are quietly absorbing the shock. According to Kenney, this isn't a normal market cycle — it's a once-in-a-lifetime monetary reset that most investors still don't see.#gold #silver #stockmarket ---------------------Thank you to our sponsor: First Majestic SilverMake sure to pay them a visit: https://www.firstmajestic.com/---------------------

En este episodio hablamos de un modelo que está cambiando silenciosamente la forma en la que se estructura el capital en los mercados públicos: las Digital Asset Treasuries (DATs). No son empresas cripto ni nacen desde una ideología. Nacen desde Wall Street. Son compañías públicas cuyo negocio principal no es vender productos, sino acumular activos digitales por acción, utilizando la volatilidad como una herramienta estratégica y no como un riesgo. Analizamos por qué este modelo, impulsado por figuras como Michael Saylor y empresas como MicroStrategy, está redefiniendo la narrativa de inversión, en qué se diferencian las DATs de los ETFs, y por qué conceptos como liquidez, acceso a mercado público y estructura financiera importan mucho más de lo que la mayoría cree. También hablamos de Bitcoin más allá del discurso del “oro digital”, de cómo se construye una tesis cuando el precio deja de ser el punto de partida y de qué sucede cuando una empresa decide que su negocio es, literalmente, acumular capital duro a largo plazo. Este episodio no es una recomendación de inversión, es una invitación a entender cómo se están construyendo nuevas estructuras de capital y por qué aprender a leer estos modelos es clave antes de formarte una opinión. Mira el episodio completo y eleva tu criterio para entender el nuevo juego del capital.

In this episode we answer emails from Sebastian, Mark, and James.  We discuss the purpose of treasury bond allocations, annuity cash flows, and where rentals fit, goofy accounting for taxes, a bridge to social security and answer questions about Testfolio and data sources.  And celebrate Catherine O'hara.And THEN we our go through our weekly and monthly portfolio reviews of the eight sample portfolios you can find at Portfolios | Risk Parity Radio.Additional Links:Father McKenna Center Donation Page:  Donate - Father McKenna CenterImmediate Annuities:  Immediate Annuities - Income Annuity Quote Calculator - ImmediateAnnuities.comPortfolio Charts Data Sources Page:  Data Sources – Portfolio ChartsBreathless Unedited AI-Bot SummaryMarkets threw a curveball this week: gold ripped, then slipped; small cap value popped; long bonds mostly yawned. We use the noise as a lesson in clarity—every asset in a risk parity mix has a job. Treasuries aren't for yield; they're for recession insurance and rebalancing power when stocks sag. Gold, managed futures, and value are there to diversify return drivers so you're not betting your future on a single story.We dig into a listener's Golden Ratio allocation with annuitized payouts and single-family rentals. The key is classification. Treat rentals as income if you're keeping them, or as a future lump sum if you plan to sell—but don't try to count both the cash flow and the equity for rebalancing. We also tackle the “can I replace treasuries with X?” question, and explain why the only valid substitute must reliably rise when recessions hit. If it won't go up when growth falls, it isn't doing the bond job.From there, we clean up two planning snags that trip up even seasoned DIY investors. First, the tax myth: don't “tax-adjust” asset values across accounts. Taxes are expenses, not asset haircuts. Optimize location, model annual tax liabilities, and keep the allocation true on the asset side. Second, Social Security modeling: the most practical move is to add it as an inflation-indexed future cash flow in a robust planner. If you need a present value for net worth, price a comparable inflation-adjusted deferred annuity instead of guessing with discount rates. For bridging years before benefits start, a TIPS ladder can unlock higher, earlier spending without warping your core portfolio.We wrap with a clear performance snapshot and withdrawals across eight sample portfolios, from the classic Golden Butterfly and Golden Ratio to levered experiments and a return-stacked build. The thread through it all is discipline: know each asset's purpose, keep cash intentional, rebalance when markets hand you spread, and let validated data—not hunches—drive decisions.Support the show

In this episode of Connect by California MBA, host Paul Gigliotti sits down with Vik Kasparin from Rams Mortgage Capital for an in-depth look at the secondary mortgage market. Rams specializes in mortgage asset valuation, training, advisory services, and whole loan trading—focusing on post-closing strategies for lenders, banks, and portfolio holders. They help market and sell specialized assets including non-agency jumbo, non-QM, second homes, bridge loans, and select agency products with arbitrage potential. Key highlights from the conversation: - How falling rates and supply/demand imbalances are driving buyer appetite in 2026 - Growing demand from insurance companies and asset funds pushing yields tighter (agency, jumbo, non-QM) - Holistic valuation methods: models + real-time trading desk insights to price prepay penalties, compare to Treasuries, and support warehouse bank mark-to-market - Why many lenders mistakenly expect par pricing—and how lower-coupon loans often trade in the 90s or 80s - The rise of non-QM and specialized loan trading (including scratch-and-dent paper) Whether you're in origination, secondary sales, risk management, or investing in mortgage assets—this episode delivers practical insights from one of the industry's major whole loan traders. Thanks to our 2026 President's Council sponsors: Amerome, Consolidated Analytics/loanDNA, CMG Financial, FundingShield, Guild Mortgage, Rocket Mortgage, Weiner Brodzky Kinder, and Western Alliance Bank. Subscribe for more mortgage industry interviews, market updates, and expert discussions from California MBA! #SecondaryMortgageMarket #NonQM #WholeLoanTrading #MortgageValuation #MortgageIndustry #NonAgencyLoans #RamsCapital

Watch The X22 Report On Video No videos found (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:17532056201798502,size:[0, 0],id:"ld-9437-3289"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="https://cdn2.decide.dev/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs");pt> Click On Picture To See Larger Picture CA is a disaster, Newsom ran it into the ground follow the great reset and the green new scam. Now people and business are escaping. Walmart is leaving. Energy is the key to a strong manufacturing economy. Poland ramps up on gold. Gold has now overtaken the treasuries, everything is changing. The [DS] is panicking, they don’t have the people behind them like in 2020. Now they are left with their paid agitators. Obama, Clinton and Hollywood are preparing for chaos for the midterms. They have already put out the call. At the same time Trump is exposing Russia hoax, the rigging of the election and the J6 insurrection that the [DS] had against Trump. The D’s are in trouble Trump is putting pressure on the RINOs in the Senate to push the Save Act. Once this is done, it is game over. The D’s will push everything. Message was sent that the plan is in motion. Economy  (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:18510697282300316,size:[0, 0],id:"ld-8599-9832"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="https://cdn2.decide.dev/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs"); https://twitter.com/EnergyAbsurdity/status/2016553623270883769?s=20   non-viable alternatives to fossil fuels over the last 30 years: #Wind, #Solar, and #EVs. Despite all those TRILLIONS wasted, fossil fuels now account for an even HIGHER PERCENTAGE – 83% – of primary energy than they did 30 years ago. We must stop throwing away our children’s and grandchildren’s futures on false alternatives that simply do not and cannot work. https://twitter.com/visegrad24/status/2016793453007339819?s=20    be paying the LOWEST INTEREST RATE OF ANY COUNTRY IN THE WORLD. Most of these countries are low interest rate paying cash machines, thought of as elegant, solid, and prime, only because the U.S.A. allows them to be. The Tariffs being charged to them, while bringing in $BILLIONS to us, still allows most of them to have a significant trade surplus, though much smaller, with our beautiful, formerly abused Country. In other words, I have been very nice, kind, and gentle to countries all over the World. With a mere flip of the pen, $BILLIONS more would come into the U.S.A., and these countries would have to go back to making money the old fashioned way, not on the back of America. I hope they all appreciate, although many don't, what our great Country has done for them. The Fed should substantially lower interest rates, NOW! Tariffs have made America strong and powerful again, far stronger and more powerful than any other Nation. Commensurate with this strength, both financial and otherwise, WE SHOULD BE PAYING LOWER INTEREST RATES THAN ANY OTHER COUNTRY IN THE WORLD! Thank you for your attention to this matter. President DONALD J. TRUMP https://twitter.com/JoeLang51440671/status/2016559031574311138?s=20 https://twitter.com/KobeissiLetter/status/2016890828925313192?s=20  TRIPLED since Q4 2019, driven by aggressive purchases by central banks and rising prices. Over this period, central banks have added ~4,500 tonnes of gold, including unreported purchases. At the same time, foreign Treasury holdings have remained unchanged. Gold is redefining the global monetary system. Central banks maintain FX reserves—typically a mix of currencies, bonds, and assets like gold—to stabilize their currencies, manage liquidity, and hedge against economic shocks. U.S. Treasuries have long been the go-to asset because they’re considered ultra-safe, highly liquid, and backed by the world’s dominant reserve currency (the U.S. dollar, which still accounts for about 57% of global reserves). Gold, on the other hand, is a “neutral” asset: it’s not tied to any single government’s policies, can’t be printed at will, and serves as a hedge against inflation, currency debasement, and geopolitical risks.This crossover isn’t just a blip—it’s a structural change driven by several factors: Key Driver Explanation Impact Geopolitical Tensions and Sanctions Events like the Russia-Ukraine war (leading to frozen Russian assets) and U.S. actions (e.g., tariffs, interventions in Venezuela) have eroded trust in dollar-denominated assets. Countries fear their reserves could be seized or devalued overnight. theguardian.com Accelerates “de-dollarization” efforts, especially among BRICS nations (e.g., China, Russia, India), which now buy gold at 3–5 times pre-2022 levels, averaging 60 tons per month. finance.yahoo.com Gold’s share in reserves has doubled to over 25% in the past decade. newsmax.com Rising Gold Prices and Diversification Gold’s price surge (up 70% in 2025 alone) mechanically boosts its reserve value, but central banks are actively adding to holdings rather than selling Treasuries outright. mining.com This reflects a pivot away from U.S. debt amid concerns over America’s $35+ trillion national debt, persistent inflation, and fiscal policies under the Trump administration. fundssociety.com Gold is now the second-largest reserve asset after the dollar (overtaking the euro in 2024), signaling a re-regionalization of global finance where gold absorbs outflows from U.S. bonds. lfde.com The gold and U.S. debt markets are similarly sized (~$25–30 trillion each), making this shift feasible without massive disruptions. Central Bank Strategy Emerging market central banks (e.g., People’s Bank of China, Central Bank of Russia) are prioritizing gold for stability in a multipolar world, while developed banks hold steady. americanhartfordgold.com Net purchases hit 1,000+ tonnes in 2025, with forecasts for similar levels in 2026. gold.org Could push gold prices higher—analysts at Goldman Sachs see $5,400/oz by end-2026, while extreme scenarios (full USD reserve loss) speculate $39,000–$184,000/oz if gold backs global money supply. vaneck.com This isn’t about ditching the dollar entirely but reducing over-reliance.   If trends continue, it could lead to sustained gold demand, higher prices, and a more fragmented international financial landscape. Political/Rights  DOGE Geopolitical https://twitter.com/MarioNawfal/status/2016915491194057147?s=20  https://twitter.com/MarioBojic/status/2016846881079300384?s=20 https://twitter.com/EricLDaugh/status/2016915405327962562?s=20   of China, Russia and Iran.    EU adds Iran’s Revolutionary Guards to terrorist list The European Union has added Iran’s Islamic Revolutionary Guard Corps (IRGC) to its terrorist list in response to Tehran’s deadly crackdown on protesters in recent weeks. The bloc’s top diplomat Kaja Kallas said EU foreign ministers took the “decisive step” because “repression cannot go unanswered”. She said ahead of the decision that the move would put the IRGC – a major military, economic and political force in Iran – on the same level as jihadist groups like al-Qaeda and the Islamic State group. Source: bbc.com   War/Peace https://twitter.com/ianellisjones/status/2015933550822883607?s=20 https://twitter.com/disclosetv/status/2016654714071285944?s=20 Anti-air warfare (AAW): Defending against aircraft, missiles, and drones using its Aegis Combat System, which integrates radar, sensors, and weapons for tracking and engaging threats. Anti-submarine warfare (ASW): Detecting and neutralizing submarines with sonar systems, torpedoes, and embarked MH-60R Seahawk helicopters. Anti-surface warfare (ASuW): Engaging enemy ships or land targets with guns, missiles, and other weapons. Strike warfare: Launching long-range Tomahawk cruise missiles for precision strikes on ground targets. Ballistic missile defense (BMD): Intercepting ballistic missiles in flight, depending on configuration. Additional support roles: Maritime security, search and rescue, and intelligence gathering. https://twitter.com/MarioNawfal/status/2016914233233981950?s=20  right after reports of massive Israeli/US strikes on Iranian nuclear facilities, this is Moscow quietly confirming the hits while trying to de-escalate. Bushehr is Iran's only operating nuclear power reactor (Russian-built, ironically). If it got damaged or threatened, we’d be looking at Chernobyl-level fallout risks. Putin playing both sides: backing Tehran rhetorically but signaling “don’t go too far” to Washington/Jerusalem.   https://twitter.com/ElectionWiz/status/2016697707256025533?s=20 https://twitter.com/MarioNawfal/status/2016934089165853048?s=20      Medical/False Flags [DS] Agenda IT BEGINS: Zohran Mamdani Announces Plans to ‘Tax the Wealthy' to Compensate for NYC Budget Deficit (VIDEO) Well that was fast. Zohran Mamdani has been mayor of New York City for less than a month and he is already talking about raising taxes on the ‘wealthy' to make up the city's budget deficit, which he claims is on par with the Great Recession. Get ready to see a lot of Uhauls leaving the city. CNBC reports: New York Mayor Mamdani says city must hike taxes on wealthy to fill $12 billion deficit New York City Mayor Zohran Mamdani on Wednesday said the city's wealthiest must pay more in taxes to help fill the staggering budget deficit of more than $12 billion that he was left by his predecessor. “This is at a scale that's actually greater than what we saw here in New York City during the Great Recession,” Mamdani said of that budget hole during an interview with CNBC “Squawk Box” co-anchor Andrew Ross Sorkin at City Hall.   Source: thegatewaypundit.com https://twitter.com/ElectionWiz/status/2016689992932749554?s=20 https://twitter.com/Breaking911/status/2016622314306109944?s=20 https://twitter.com/amuse/status/2016825781926662360?s=20   https://twitter.com/Breaking911/status/2016863073173114959?s=20   https://twitter.com/Breaking911/status/2016855148723593379?s=20 https://twitter.com/christopherrufo/status/2016702846822207663?s=20 https://twitter.com/EricTeetsel/status/2016681981887623280?s=20 https://twitter.com/MattWalshBlog/status/2016688511017947273?s=20 benevolent and humble servant of the oppressed. Then when it turns out — as it literally always does — that he was actually a violent unhinged degenerate weirdo, they will immediately pivot and insist that his character and personal life don’t matter actually. We were told Alex Pretti had no criminal record but we now have video of him spitting on and attacking ICE agents Was he charged for this? https://twitter.com/StevenCheung47/status/2016702063334334904?s=20   https://twitter.com/StevenCheung47/status/2016714718430310577?s=20 https://twitter.com/StevenCheung47/status/2016712434606559516?s=20 https://twitter.com/StevenCheung47/status/2016708027559141441?s=20 https://twitter.com/StevenCheung47/status/2016704306401976345?s=20 https://twitter.com/FrontlinesTPUSA/status/2016734414537990436?s=20 https://twitter.com/Mollyploofkins/status/2016377949121884259?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E2016377949121884259%7Ctwgr%5Eb6afd1fffe8094942ed0a2c48dbd21175293b47b%7Ctwcon%5Es1_c10&ref_url=https%3A%2F%2Fwww.thegatewaypundit.com%2F2026%2F01%2Fwatch-has-been-actress-molly-ringwald-claims-trump%2F   https://twitter.com/CollinRugg/status/2016691592619516200?s=20   “But the rest of us would survive… This is the time for a revolution.” Brandon Johnson Says He's Coordinating With Other Democrat Mayors To Thwart ICE Democratic Chicago Mayor Brandon Johnson admitted Wednesday he was “in regular communication” with other mayors leading so-called “sanctuary cities” in efforts to impede enforcement of federal immigration laws. “To respond to the operation in Chicago, I leaned heavily on other cities' responses, like Los Angeles Mayor Karen Bass shared her experience governing while the city was in Trump's crosshairs,” Johnson said. “We've been in regular communication both at the executive level and the staff level with cities like Minneapolis and Portland, Oakland, Boston, and Denver and Baltimore to learn from each other's experiences and develop strategies to protect our constituents.” Source: dailycaller.com   https://twitter.com/WarClandestine/status/2016645995606552671?s=20 https://twitter.com/bitchuneedsoap/status/2016520711951564977?s=20   https://twitter.com/StephenM/status/2016662505930584574?s=20   President Trump's Plan BREAKING: ICE and CBP to DRAW-DOWN Number of Forces in Minnesota After Tom Homan Strikes Deal with State Officials – Here Are the Details (VIDEO) https://twitter.com/EricLDaugh/status/2016865706126545214?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E2016865706126545214%7Ctwgr%5Ef45391945d583495415892fba4a2de7da17713e7%7Ctwcon%5Es1_c10&ref_url=https%3A%2F%2Fwww.thegatewaypundit.com%2F2026%2F01%2Fbreaking-ice-cbp-draw-down-number-forces-minnesota%2F   just 3 days! Tom Homan means business. https://twitter.com/EricLDaugh/status/2016867645958529115?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E2016867645958529115%7Ctwgr%5Ef45391945d583495415892fba4a2de7da17713e7%7Ctwcon%5Es1_c10&ref_url=https%3A%2F%2Fwww.thegatewaypundit.com%2F2026%2F01%2Fbreaking-ice-cbp-draw-down-number-forces-minnesota%2F   Source: thegatewaypundit.com https://twitter.com/ElectionWiz/status/2016868888491761913?s=20  https://twitter.com/KurtSchlichter/status/2016584955472838709 https://twitter.com/WarClandestine/status/2016737774288654360?s=20 https://twitter.com/MarioNawfal/status/2016938140326645996?s=20   https://twitter.com/Rasmussen_Poll/status/2016868004798124447?s=20   https://twitter.com/FlipCrypt/status/2016359757557141542?s=20  court” “How do you set the stage” The raid showed pictures of files, one was in a bathroom, and another a stage. Funny because Hilary deleted 600k emails, from a server, kept in her bathroom. What would it look like if we “had it all” How do you set the stage? How do you inject evidence into a Grand Jury conspiracy case for Russiagate? I think a lot of the comms right now, and the actions around the country show preparation for this Grand Jury to conclude. It could take weeks, or even months. But my bet is those boxes set on the stage are Russiagate and beyond. The boxes in the bathroom are Hiliary’s emails, and currently, a grand jury is having a look at it all. https://twitter.com/FultonCo_GA_GOP/status/2016671877297488352?s=20 County Board of Elections literally denied these requests. The Georgia State Election Board has been trying for 4 years to get the records.  Including issuing a subpoena for the ballots and other records.  And ALL of those efforts have failed.  Until today. I applaud Attorney General Pam Bondi and FBI Director Kash Patel for finally searching for and retrieving the records from the 2020 election that the U.S. Attorney General under federal law is entitled to receive and review.  It is my hope that the FBI is in the process of getting every box of 2020 election materials in that warehouse to be able to piece together, once and for all, the truth about 2020. I am dedicated to making sure to the best of my ability that elections in Fulton County are accurate.  Let's hope this starts a new chapter in Fulton County for transparency and accountability.” Julie Adams Fulton County Board of Registration and Elections Republican Party Appointee  Why did trump start in a red state.    https://twitter.com/keithedwards/status/2016671823870513436?s=20 Materials Sought in Fulton County FBI Warrant Revealed – A Difficult Road Lies Ahead for Fulton County Officials FBI Agents seized over 700 boxes worth of documents and brought them north to Virginia in two tractor trailers  https://twitter.com/realLizUSA/status/2016701882576560547?s=20   utilized during the 2020 General Election in Fulton County All ballot images produced during the original ballot count beginning on November 3, 2020, THE RECOUNT, and any other ballot images All voter rolls from the 2020 General Election in Fulton County from absentee, early voting, in person, and any other voter roll that indicates voters: to whom an absentee ballot was issued, from whom an absentee ballot was received, or who participated in advanced voting or election day voting Source: thegatewaypundit.com https://twitter.com/KanekoaTheGreat/status/2016665638778143047?s=20   years ago. Fulton County refused. Excerpts from witness affidavits include: Susan Voyles, 20-year election official: “Pristine” ballots “difference in the texture of the paper” with “a different feel” and “no markings” and approximately “98% for Joe Biden.” Georgia Democrat observer: “Hundreds of ballots with no folds or creases. Perfect black bubbles. All for Biden.” Another Georgia Democrat: “All had perfect black bubbles and were all Biden. I heard ‘Biden' over 500 times in a row.” @VoterGa has been fighting in court for six years just to inspect these ballots. Why was Fulton County so determined to keep them hidden?? https://twitter.com/realLizUSA/status/2016706788351971434?s=20     https://twitter.com/drawandstrike/status/2016705043144003652?s=20   AND INCLUDING THE JACK SMITH SPECIAL COUNSEL’S OFFICE. And the first thing that happens when you end up in election related litigation is you are given a PRESERVATION ORDER FROM THE COURT. So NO, Fulton County officials did not destroy these ballots, or tapes or any other federal election records THAT THEY ALREADY ADMITTED TO HAVING IN OFFCIAL COURT RULINGS BEGINNING 5 YEARS AGO.  https://twitter.com/DC_Draino/status/2016902941836198297?s=20 https://twitter.com/PatriotXV11/status/2016713624061116652?s=20 https://twitter.com/DAGToddBlanche/status/2016663357089001566?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E2016663357089001566%7Ctwgr%5E18c7aab2309ab32958cb900c1fa5f6df8f16003a%7Ctwcon%5Es1_c10&ref_url=https%3A%2F%2Fwww.thegatewaypundit.com%2F2026%2F01%2Fbreaking-president-trump-announces-first-ever-assistant-attorney%2F     https://twitter.com/EricLDaugh/status/2016594714569441286?s=20 https://twitter.com/profstonge/status/2016901410441289982?s=20 https://twitter.com/DoWCTO/status/2016577329393242364?s=20 3800 Q !!Hs1Jq13jV6 ID: e6ce6c No.7943347 Jan 28 2020 14:46:22 (EST) DurhamBoat.jpg https://en.wikipedia.org/wiki/Durham_boat Anons found the subtle hint dropped in the beginning. Think Durham start. Think ‘Q’ start. You have more than you know. Q 1 Anonymous ID: BQ7V3bcW No.147012719 Oct 28 2017 15:44:28 (EST) Anonymous ID: gb953qGI No.147005381 Oct 28 2017 14:33:50 (EST) >>146981635 Hillary Clinton will be arrested between 7:45 AM – 8:30 AM EST on Monday – the morning on Oct 30, 2017. >>147005381 HRC extradition already in motion effective yesterday with several countries in case of cross border run. Passport approved to be flagged effective 10/30 @ 12:01am. Expect massive riots organized in defiance and others fleeing the US to occur. US M's will conduct the operation while NG activated. Proof check: Locate a NG member and ask if activated for duty 10/30 across most major cities. (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:13499335648425062,size:[0, 0],id:"ld-7164-1323"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="//cdn2.customads.co/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs");

In this episode of FYI – For Your Innovation, ARK's Cathie Wood speaks with Don Wilson, a pioneer in crypto market infrastructure and the founder of DRW and Cumberland. They discuss the accelerating shift of traditional finance onto blockchains, focusing on the emergence of the Canton Network, a public permissionless blockchain designed for institutions—with privacy and permissioning at its core. Don unpacks why Depository Trust and Clearing Corporation's (DTCC's) decision to tokenize U.S. Treasuries on Canton marks a turning point in institutional adoption, how Canton balances decentralization with control, and what makes it uniquely suited for real-world asset (RWA) tokenization. The conversation covers stablecoins, the evolving role of private credit and equity, and how tokenization might reshape collateral, leverage, and capital efficiency. Don also offers sharp takes on Maximal Extractable Value (MEV) vs. payment for order flow, prediction markets, and whether we're still in a “four-year crypto cycle.” A must-listen for those tracking the future of digital asset infrastructure.Key Points From This Episode:[00:00] Intro + Why tokenization matters: reducing costs, unlocking capital efficiency, and ARK's thesis on blockchain infrastructure[06:27] Don Wilson's background, early crypto involvement, and the founding of Cumberland and Canton[09:57] Why privacy and permissioning are essential for institutional blockchains[13:44] DTCC's adoption of the Canton Network and the mechanics of tokenizing U.S. Treasuries[25:05] Real-world benefits of tokenization: collateral mobility, after-hours lending, and stablecoin settlement[29:23] Prediction markets: institutional vs. retail use cases and the importance of privacy on-chain[35:13 – 37:23] Scaling Canton: new strategic investors and trillions in tokenized assets already on-chain[37:25 – 47:34] Private equity and credit on-chain: implications for efficiency, leverage, and retail access[47:34] MEV vs. payment for order flow: why Don believes MEV resembles illegal front-running[48:18] Crypto market structure: October flash crash, ETFs, and institutional buyers in the current cycle[55:10] Closing remarks

“I'm encouraged” around markets, says Jim Iuorio, but we're not “out of the woods yet.” There's “serious” risk around Japan's bond market, including if it was forced to liquidate U.S. Treasuries. It would hit the U.S. bond market first, and then equities, he explains. However, it's “amazing” how Japan has managed to keep trucking even with so many threats to their market and economy. Turning to metals, Jim discusses the “pure play” of gold and the record moves in silver.======== 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

Everyone watched Trump at Davos and thought they were seeing American power. We think they were seeing something else: a flashing warning light. The core idea of this podcast is simple: diversification is the oldest rule in investing, and the world has ignored it. We've funnelled a staggering share of global capital into the United States, treating U.S. markets and Treasuries like the default “safe” option. But now, with Trump openly threatening tariffs on anyone who dares to sell U.S. assets, the message is out in the open: America knows capital flight is the real threat. We start with an origin story, Henry Lowenfeld, the overlooked pioneer of diversification, and use it to decode what's happening now: a long-overdue global rebalancing. Then we're joined by financial strategist Sony Kapoor, who makes the case that U.S. assets are increasingly being priced not as a safe haven, but as a political risk, and that a weaker dollar, new hedging demand, and a search for opportunity outside America could reshape markets for a generation. Hosted on Acast. See acast.com/privacy for more information.

From sinking Treasuries to global selloffs, the turmoil in Japan’s bond market is being felt far beyond its borders. On today’s Big Take Asia Podcast, host K. Oanh Ha sits down with Bloomberg’s Ruth Carson to unpack what’s rattled international investors and why markets are still on tenterhooks. Read more: Japan Bond Crash Unleashes a $7 Trillion Risk for Global Markets Further listening: The Dollar’s Dominance Is Unwinding in Asia Carry Trades, Explained Hosted by K. Oanh Ha; Produced by: Naomi Ng, Yang Yang; Reported by Ruth Carson; Edited by Paddy Hirsch, Julia Weaver; Fact-checking by Eleanor Harrison-Dengate; Engineering by Taka Yasuzawa; Senior Producer Naomi Shavin; Deputy Executive Producer Julia Weaver; Executive Producer Nicole BeemsterboerSee omnystudio.com/listener for privacy information.

In this week's episode of the Coin Stories News Block powered exclusively by Ledn, we cover these major headlines related to Bitcoin, macroeconomics, and global finance: Shutdown fears are back -- Bitcoin & stocks are feeling the pressure Gold and silver just hit fresh all-time highs as Davos screamed "uncertainty" Ray Dalio's warning goes mainstream: print money or face a debt crisis Japan's bond stress could spill into U.S. Treasuries and push global rates higher Who's likely to be next Fed Chair? We explain. Bitcoin reenters the spotlight, plus rapid-fire: UBS crypto, debanking lawsuit drama, and BitGo's IPO moment --- The News Block is powered exclusively by Ledn – the global leader in Bitcoin-backed loans, issuing over $9 billion in loans since 2018, and they were the first to offer proof of reserves. With Ledn, you get custody loans, no credit checks, no monthly payments, and more. My followers get .25% off their first loan. Learn more at www.ledn.io/natalie  ---- Order my new intro to Bitcoin book "Bitcoin is For Everyone": https://amzn.to/3WzFzfU  ---- Read every story in the News Block with visuals and charts! Join our mailing list and subscribe to our free Bitcoin newsletter: https://thenewsblock.substack.com  —- References mentioned in the episode: Treasury Rate Check Boosts Yen, Weakens Dollar Speculation Mounts: Japan to Buy Yen with U.S. Help? Ray Dalio Warns of Breakdown in the Monetary Order Dollars' Shrinking Role in Global FX Reserves Institutions are Reducing Dollar FX Exposure Ken Griffin: Japan Bond Market is "Explicit Warning" French Central Bank Governor Dismisses Bitcoin  Coinbase CEO Spars With Central Bank Governor BlackRock CIO's Fed Chair Nomination Odds Skyrocket  BlackRock CIO's Bid for Fed Chair Gaining Traction Rick Rieder's Comments on Bitcoin Allocation U.S. Market Structure Bill Faces Weeks of Delay BitGo IPO's on the New York Stock Exchange UBS Plans to Offer Crypto Trading to Clients PwC Survey on Bitcoin's Institutional Adoption Trump Sues JPMorgan Chase for Debanking ---- Upcoming Events: Strategy World 2026 in Las Vegas on February 23-26th - Use code HODL for discounted tickets: https://www.strategysoftware.com/world26  Bitcoin 2026 will be here before you know it. Get 10% off Early Bird passes using the code HODL: https://tickets.b.tc/event/bitcoin-2026?promoCodeTask=apply&promoCodeInput=  ---- This podcast is for educational purposes and should not be construed as official investment advice. ---- VALUE FOR VALUE — SUPPORT NATALIE'S SHOWS Strike ID https://strike.me/coinstoriesnat/ Cash App $CoinStories #money #Bitcoin #investing

The recent Greenland crisis at Davos 2026 has shattered transatlantic trust, forcing Europe to confront a terrifying new reality: the need for strategic autonomy from the United States. Faced with what it views as transactional coercion, Brussels is readying an arsenal of economic countermeasures, ranging from a "trade bazooka" targeting U.S. tech firms to the highly publicized "financial nuclear option"—the threat of dumping trillions in U.S. Treasuries. But before we panic about a bond market collapse, we need to examine the hard financial realities: Is weaponizing sovereign debt a viable strategy, or is it merely a macroeconomic suicide pact? This video dives into the mechanics of this potential economic war and the high cost of moving from an era of global efficiency to one of fearful autarkyArticles Mentioned:Michael Pettis Paper: https://carnegieendowment.org/china-financial-markets/2025/07/foreign-capital-inflows-dont-lower-us-interest-ratesMartin Wolf Article: https://www.ft.com/content/e2c8c6c3-0cdc-4aa8-a47d-399407c75ad9Richard Samans Paper: https://www.brookings.edu/articles/rebalancing-the-world-economy-right-idea-but-wrong-approach/Patrick's Books:Statistics For The Trading Floor: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://amzn.to/3eerLA0⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Derivatives For The Trading Floor: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ https://amzn.to/3cjsyPF⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Corporate Finance: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://amzn.to/3fn3rvC ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ways To Support The Channel:Patreon: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.patreon.com/PatrickBoyleOnFinance⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Buy Me a Coffee: https://www.buymeacoffee.com/patrickboyle

Ryan Detrick anticipates 10%+ growth from this 4Q earnings season, along with record profit margins and strong productivity. While he expects volatility, he's bullish overall and thinks we can see double-digit market returns in 2026. He's “more neutral” on the Mag 7 and thinks the baton is being passed to the other 493 companies in the S&P 500. Ryan covers potential concerns around Japanese markets and whether they might sell U.S. Treasuries.======== 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

All eyes have been on President Trump's address at the World Economic Forum. Michael Zezas, our Deputy Global Head of Research, and Ariana Salvatore, our Head of Public Policy Research, talk about potential implications for policy and the U.S. outlook.Read more insights from Morgan Stanley.----- Transcript -----Michael Zezas: Welcome to Thoughts on the Market. I'm Michael Zezas, Deputy Global Head of Research for Morgan Stanley. Ariana Salvatore: And I'm Ariana Salvatore, Head of Public Policy Research. Michael Zezas: Today we're discussing our takeaways from President Trump's speech in Davos and what we think it means for investors. It's Wednesday, January 21st at 1pm in New York. Michael Zezas: So, Ariana, over the last couple of weeks, there's been a lot of news about policy proposals coming out of the U.S. and from President Trump around affordability, as well as some geopolitical events around the U.S. relationship with Europe. And investors really started looking towards President Trump's speech at Davos, which he gave earlier today, as a potential vehicle to learn more about what these things would actually mean and what it might mean for the economic outlook and markets. Ariana Salvatore: Yeah, that's right. I think specifically investors were looking for the President to focus on affordability proposals pertaining to housing and some commentary around Greenland. Remember last weekend, President Trump proposed a 10 percent tariff on some EU countries related to this topic specifically. So obviously that did feature in his speech. What did we learn and what do you think are the most important things for markets to know? Michael Zezas: So, maybe the most important headline we got was President Trump appearing to take off the table the use of force when it comes to an attempt to acquire Greenland. And that would seem to, therefore, take off the table the idea of a broader rupture in the U.S.-EU relationship. Both the security relationship vis-a-vis NATO, as well as the economic relationship which could have been ruptured with higher tariffs on both sides, anti coercion measures around trade, and that would be of obvious economic importance. Europe is obviously a major importer of U.S. goods. Not as big as Canada or Mexico, but still pretty significant. So, anything that would've created higher barriers between the two would've had meaningful economic consequences for the U.S. outlook. Ariana Salvatore: Yeah, that's right. And we've been saying that the bilateral trade framework agreement between the U.S. and the EU is actually pretty tenuous in nature, right? So, this doesn't yet have formal backing from the European Parliament. They, in fact, delayed a vote on this exact deal, kind of on the back of these Greenland headlines. So how are we thinking about, you know, what's been priced into markets and maybe what this could mean for something like the dollar going forward? Michael Zezas: Yeah, so it's important to point out that we're not out of the woods yet in terms of potential trade escalation on both sides around the Greenland issue. However, it seems like that bigger tail problem of a decoupling might have gone away. And so, what you saw in markets so far today was that some of the actions over the past, kind of, 24-48 hours with equity market weakness. You know, the S&P was down about 2 percent yesterday. The dollar was weaker. It seemed like more term premium was being baked into the U.S. Treasury market. A lot of that appears to be unwinding today. Said more simply, the idea of a kind of riskier investment environment for the U.S. is getting priced out. At least today, it's getting priced out. And it all makes sense when you think about if there was less of a relationship between the U.S. and Europe, there would be less demand for U.S. dollar holdings overseas. And that's the type of thing that should manifest in a weaker dollar and higher term premia, steeper yield curves for U.S. Treasuries. Ariana Salvatore: Yeah, and that dovetails really nicely with the work that we just put out with the FX team, kind of highlighting some of the policy factors as push factors for countries to move away from the dollar. We think that's happening marginally. We think it's not really a risk in the immediate term, but some of these policy drivers can actually create dollar weakness over the medium to longer term. Michael Zezas: Of course, to the extent that we get news that this is a head fake and that tensions are re-escalating, you'd expect some of those trades to start pushing markets back in the other direction again. Now, President Trump also talked quite a bit about domestic policy, largely about affordability, and some of the policy proposals he's put forward over the last couple of weeks. Was there any new details that you heard that you think are meaningful for investors? Ariana Salvatore: So, the short version is nothing really new, and the reality is that a lot of housing policy in particular is actually out of the hands of the executive. And even if you do see congressional action here, it's likely to be marginal. A lot of housing policy is done at the state level, and even bipartisan efforts to address both the demand and the supply sides of the equation have faced some resistance in Congress. That doesn't mean they can't reemerge. But we would need to see a very large decline in the mortgage rate to get noticeable effects on economic indicators like GDP, inflation and employment. And in terms of what this means for the housing outlook, the programs talked about so far should push sales marginally higher but have little impact on our expectations for our home prices. Now it's important to note that the president didn't spend that much time of the speech talking about housing affordability proposals, as was telegraphed ahead of time. And since that, the head of the NEC Kevin Hassett has said they plan to announce more details on housing in the coming days. Michael Zezas: Got it. So, on the two pieces here that investors have really focused on, which are capping institutional ownership of single-family homes and potentially capping interest rates on credit cards, it sounded like the president talked about he would go to Congress for authorization on those things.Is that right? And if so, how plausible is it that Congress could actually deliver those authorities? Ariana Salvatore: So, here's where I think it's really critical to understand the role that Congress has to play in all of these policy initiatives. So, there are not only political constraints, but there are also procedural ones. If we were to see Republicans kind of push for this 10 percent cap, for example, that likely would have to go through the reconciliation process. And that process, as we know, comes with a number of limitations because something like a 10 percent cap wouldn't have much of an impact on the federal budget in terms of revenues or outlays. We think it's most likely not going to be permissible under that framework. So, understanding that the first filter here is Congress, and the second filter is these procedural limitations that exist in and of themselves is really important context for understanding the president's proposals on housing.Michael Zezas: So, is it fair to say the starting point is that we think Congress is unlikely to act on these things? And what would you have to see that might make you think differently? Ariana Salvatore: I think where we're looking for signals from Republican leadership in Congress – because as of right now, it's been our thinking that a second reconciliation bill ahead of the midterm elections is not feasible. It's too difficult politically, it takes a lot of time, but if you see enough of a push from the president, we do think that can start to become feasible. Again, we have to keep in mind these procedural limitations and where the rest of the party falls on these issues. But I think they're possible if the administration pushes hard enough for them.Michael Zezas: Got it. So, even though we don't think it's likely, we obviously want to prepare in case that happens. When it comes to housing, it seems like our team has said institutional ownership of single-family housing is quite low, 1 percent or less. And so, restrictions there wouldn't necessarily change the game on home prices. What about the 10 percent cap on credit card interests? What are the broader ramifications that our colleagues see? Ariana Salvatore: Yeah, so I'd say generally speaking, when it comes to consumer credit affordability policies, our strategists think that these could actually translate to a benefit for consumer ABS performance because they tend to be a tailwind for a consumer that's struggled with rising delinquencies and defaults post-COVID, right? However, there are some specific proposals like this cap on credit cards, and that's likely going to have a negative consequence because it's going to limit credit access for consumers, especially for those carrying a balance. So, probably a little bit counterintuitive to the overall affordability agenda that the administration's trying to go for. Michael Zezas: So, lots of interesting stuff coming out of the speech. Lots of things we have to track over the next few weeks and months. It certainly doesn't seem like it's going to be a boring year two of the Trump term for investors. Ariana Salvatore: Certainly not, and not for us either. Michael Zezas: Well, Ariana, thanks for finding the time to talk. Ariana Salvatore: Great speaking with you, Mike. Michael Zezas: And as a reminder, if you enjoy Thoughts on the Market, please take a moment to rate and review us wherever you listen. And share Thoughts on the Market with a friend or colleague today.

Tony Arterburn (DavidKnight.gold) warns that the surge in gold and silver isn't a market cycle—it's a symptom of systemic failure as debt, de-dollarization, and political chaos collide. He explains why governments and central banks are abandoning Treasuries for physical metal and how Trump's push to dominate the Fed and spend without restraint accelerates collapse. Money should have intrinsic value AND transactional privacy: Go to https://davidknight.gold/ for great deals on physical gold/silver For 10% off Gerald Celente's prescient Trends Journal, go to https://trendsjournal.com/ and enter the code KNIGHT Find out more about the show and where you can watch it at TheDavidKnightShow.com If you would like to support the show and our family please consider subscribing monthly here: SubscribeStar https://www.subscribestar.com/the-david-knight-showOr you can send a donation throughMail: David Knight POB 994 Kodak, TN 37764Zelle: @DavidKnightShow@protonmail.comCash App at: $davidknightshowBTC to: bc1qkuec29hkuye4xse9unh7nptvu3y9qmv24vanh7Become a supporter of this podcast: https://www.spreaker.com/podcast/the-david-knight-show--2653468/support.

Don and Tom open with sports banter and TV talk before diving into state-run retirement savings programs, explaining how auto-enrollment boosts participation and what fees and investment options really look like. They discuss why forced saving works, why Roth structures make sense, and how these plans compare to traditional IRAs. The conversation shifts to the emotional side of retirement, emphasizing purpose, “mattering,” and the mental health risks of disengagement. Listener calls cover annuity sales masquerading as fiduciary advice, helping a widowed parent invest conservatively, and managing old 401(k)s. The show closes with a thoughtful discussion of advisor fee models, self-management, and why planning and tax strategy matter more as retirement approaches. 0:04 Show intro, Broncos talk, Mad Men, and settling in 2:02 Retirement as the biggest lifetime expense 2:47 State-run retirement plans and auto-enrollment 3:47 Who really pays for “free” state plans 4:09 Why Roth-style saving makes sense 6:25 OregonSaves fees and State Street target-date funds 8:07 Limited investment choices in most retirement plans 9:24 Florida has no state savings plan 9:33 WSJ article on purpose and meaning in retirement 11:12 “Mattering” and being needed after retirement 12:19 Longevity after age 65 14:30 Retirement without a plan vs. needing structure 15:36 Depression and suicide risks in older retirees 16:52 Caller: “Fiduciary” selling indexed annuity 17:40 Why annuity pitches violate fiduciary duty 20:20 Knowing yourself before retiring 21:18 Caller: Helping widowed mother invest safely 22:33 When CDs and Treasuries make sense 23:47 Using brokerage CD ladders 26:34 Sports updates and listener mail 27:36 Old 401(k)s and consolidation 30:43 Listener saved $100K/year in advisory fees 31:47 AUM vs hourly vs flat-fee advisors 34:47 Subscription advisors and limited portfolios 35:51 Why advice matters more in retirement Learn more about your ad choices. Visit megaphone.fm/adchoices

Tony Arterburn (DavidKnight.gold) warns that the surge in gold and silver isn't a market cycle—it's a symptom of systemic failure as debt, de-dollarization, and political chaos collide. He explains why governments and central banks are abandoning Treasuries for physical metal and how Trump's push to dominate the Fed and spend without restraint accelerates collapse. Money should have intrinsic value AND transactional privacy: Go to https://davidknight.gold/ for great deals on physical gold/silver For 10% off Gerald Celente's prescient Trends Journal, go to https://trendsjournal.com/ and enter the code KNIGHT Find out more about the show and where you can watch it at TheDavidKnightShow.com If you would like to support the show and our family please consider subscribing monthly here: SubscribeStar https://www.subscribestar.com/the-david-knight-showOr you can send a donation throughMail: David Knight POB 994 Kodak, TN 37764Zelle: @DavidKnightShow@protonmail.comCash App at: $davidknightshowBTC to: bc1qkuec29hkuye4xse9unh7nptvu3y9qmv24vanh7Become a supporter of this podcast: https://www.spreaker.com/podcast/the-real-david-knight-show--5282736/support.

In this episode Dave Lund, CEO of FlowRate, discusses the emerging concept of yield in the Lightning Network. Dave shares his background in the Bitcoin space and explains how FlowRate aims to bridge the gap between traditional treasury management and the Lightning ecosystem. He emphasizes the importance of liquidity leasing and routing fees as potential yield strategies for Bitcoin treasury companies, highlighting the need for businesses to adapt to this new financial landscape. The conversation explores the challenges and opportunities that come with operating on the Lightning Network, particularly for institutional players looking to maximize their Bitcoin holdings.Dave also elaborates on the significance of network topology in the Lightning ecosystem, explaining how a well-positioned node can enhance yield potential. He also addresses the security concerns that treasuries face when deploying Bitcoin on Lightning, advocating for improved security measures such as multi-signature solutions. Dave predicts that liquidity leasing could eventually replace the traditional bond market, positioning Bitcoin as a viable fixed-income asset.Takeaways:

Luke Gromen, founder of FFTT, joins Natalie Brunell to break down the accelerating breakdown of the post-1971 dollar reserve system, and what it means for Bitcoin, gold, global trade, and geopolitical stability. Topics: Why Japan may be closest to a sovereign debt crisis as yields spike to historic levels How gold has overtaken U.S. Treasuries in global reserves   Is the U.S. selling gold that's making its way to China?! Capital rotation away from risk assets and into gold Why Bitcoin still trades like high-beta tech, for now Why Luke sold his Bitcoin and isn't buying back (yet) Follow Luke Gromen on X at https://x.com/LukeGromen & subscribe to https://fftt-treerings.com  ---- Coin Stories is powered by Gemini. Invest as you spend with the Gemini Credit Card. Sign up today to earn a $200 intro Bitcoin bonus. The Gemini Credit Card is issued by WebBank. See website for rates & fees. Learn more at https://www.gemini.com/natalie  ---- Ledn is the global leader in Bitcoin-backed loans, issuing over $9 billion in loans since 2018, and they were the first to offer proof of reserves. With Ledn, you get custody loans, no credit checks, no monthly payments, and more. Get .25% off your first loan, learn more at https://www.Ledn.io/natalie  ---- Earn passive Bitcoin income with industry-leading uptime, renewable energy, ideal climate, expert support, and one month of free hosting when you join Abundant Mines at https://www.abundantmines.com/natalie  ---- Order Natalie's new book "Bitcoin is For Everyone," a simple introduction to Bitcoin and what's broken in our current financial system: https://amzn.to/3WzFzfU  ---- Natalie's Bitcoin Product Partners: For easy, low-cost, instant Bitcoin payments, I use Speed Lightning Wallet. Play Bitcoin trivia and win up to 1 million sats! Download and use promo code COINSTORIES10 for 5,000 free sats: https://www.speed.app/coinstories  Block's Bitkey Cold Storage Wallet was named to TIME's prestigious Best Inventions of 2024 in the category of Privacy & Security. Get 20% off using code STORIES at https://bitkey.world   Master your Bitcoin self-custody with 1-on-1 help and gain peace of mind with the help of The Bitcoin Way: https://www.thebitcoinway.com/natalie  With BitcoinIRA, you can invest in bitcoin 24/7 inside a tax-advantaged IRA. Choose a Traditional IRA to defer taxes, or a Roth IRA for tax-free withdrawals later. Take control of your future with BitcoinIRA: https://www.bitcoinira.com/natalie  Natalie's Upcoming Events: Bitcoin 2026 will be here before you know it. Get 10% off Early Bird passes using the code HODL: https://tickets.b.tc/event/bitcoin-2026?promoCodeTask=apply&promoCodeInput=  Strategy World 2026 in Las Vegas on February 23-26th - Use code HODL for discounted tickets: https://www.strategysoftware.com/world26    Extra Services to Consider: Protect yourself from SIM Swaps that can hack your accounts and steal your Bitcoin. Join America's most secure mobile service, trusted by CEOs, VIPs and top corporations: https://www.efani.com/natalie   Ditch your fiat health insurance like I did four years ago! Join me at CrowdHealth: www.joincrowdhealth.com/natalie  ---- This podcast is for educational purposes and should not be construed as official investment advice. ---- VALUE FOR VALUE — SUPPORT NATALIE'S SHOWS Strike ID https://strike.me/coinstoriesnat/ Cash App $CoinStories #money #Bitcoin #investing

Guy Adami is joined by Danny Moses for a wide‑ranging macro conversation on gold, silver, Japan, energy stocks, banks, the Fed and the “K‑shaped” U.S. economy. They start with precious metals, breaking down why silver's industrial demand from EVs, solar and AI data centers is creating a structural supply squeeze, what it means for gold vs. silver, and how miners like Coeur Mining (CDE), Freeport‑McMoRan (FCX) and Newmont (NEM) fit into the trade. From there, they connect the metals story to Japan's weakening yen, surging bond yields, the carry trade, and the risk that a “point of no return” in Japanese policy spills over into U.S. Treasuries and global risk assets. In this episode of 'He Said, She Said', Guy Adami, Kristen Kelly & Jen Saarbach dive into the theme of unintended consequences. The discussion begins with Jerome Powell's saga and its implications on the Fed's independence and market reactions, highlighting potential political maneuvers and their backfires. Transitioning to monetary policy, they analyze the complexities of interest rate decisions and the perceptions of Fed control over the yield curve. Shifting to consumer finance, they debate the Biden administration's proposal to cap credit card rates and its potential repercussions on the economy. Corporate drama takes center stage with an in-depth analysis of the bidding war for Warner Brothers, involving Netflix, Paramount, and regulatory hurdles, likened to a real-life 'Succession'. They conclude by addressing headlines about Blackstone's housing market involvement and the impact on prices, underscoring the intricate web of economic policies and market behaviors. The episode wraps with discussions on gold and silver markets, oil prices, and the weakening US dollar, showcasing the multifaceted landscape of global finance. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media