Podcasts about treasuries

“It's really theft. And it's not mistaken theft or stupid theft. It's deliberate policy theft,” says Matthew Piepenburg, author of Rigged to Fail, of the current fiscal environment. He warns we are at a “Stalingrad moment” for the U.S. dollar, driven by unsustainable debt and central banks “net stacking gold and net dumping U.S. Treasuries.”This historic shift, he explains, is because “policymakers are not your friends” and are deliberately debasing currency. “When that debt credit balloon approaches a popping moment… the currency used to monetize that debt… melts like an ice cube.” In this environment, “gold just tells the truth,” acting as a vital lifeboat. “Gold has almost a supernatural, historical, and inherent quality that's simply unmatched. And that's why it's in such demand, and it will always get the last laugh over dying fiat paper money. It just always does.”✅ FREE RESOURCESDownload The Private Wealth Playbook — a data-backed guide to strategically acquiring gold and silver for maximum protection, privacy, and performance. Plus, get Daniela Cambone's Top 10 Lessons to safeguard your wealth (FREE)

Our Fixed Income Strategist Vishy Tirupattur explains how changes in the yield curve are affecting markets such as insurance, Treasury yields and mortgage rates.Read more insights from Morgan Stanley.----- Transcript ----- Vishy Tirupattur: Welcome to Thoughts on the Market. I am Vishy Tirupattur, Morgan Stanley's Chief Fixed Income Strategist. Today – How the shape of the yield curve has affected credit and housing markets, and the risk of changes to the curve and its implications. It's Tuesday, October 7th at 1pm in New York. The shape of the yield curve plays a pivotal role in financial markets. It influences everything from credit conditions to housing and mortgage dynamics. And you've been hearing on this show for some time about more Fed rate cuts coming. Our economists expect 25 basis point rate cuts at the next three meetings – that is October, December and January. And then two more in April and July of next year. What does this mean to the shape of the curve? Our high conviction call has been that investors should position for a steeper yield curve. Why does the curve matter? It's not just a macro signal. It's a transmission mechanism that shapes pricing, risk appetite, and sector flows. Take life insurers, for example. A steeper curve has turbocharged demand for fixed annuity products, which in turn drives flows into spread assets like corporate and securitized credit. Insurance demand has become a powerful technical in credit markets. This year's steepening has been led by falling front-end yields. For example, 2-year Treasuries are down about 60 basis points, significantly outpacing the 40 basis point drop in 10-year yields and just 5 basis point drop in 30-year yields. That front-end move reflects shifting rate expectations and offers relief to highly leveraged issuers who rely on short-term funding. But longer-dated yields remain sticky, keeping all-in borrowing costs elevated. That is good for insurers – and the sale of fixed annuity products – but acts as a brake on overall issuance, helping keep credit spreads tight despite macro uncertainty. That said, not all markets benefit. Mortgage rates, which track longer yields more closely than the fed funds rate, have actually risen 25 to 30 basis points since the easing cycle began in September of 2024. That's a headwind for affordability. While a steeper curve may support lending and future housing supply, it's not helping today's buyers. A flatter curve with lower long-end yields would offer more meaningful relief—but that is clearly not our base case. Bottom line: Rate cuts matter, but the shape of the curve may matter more. A steeper curve is a tailwind for credit but a headwind for housing. And a reminder that not all markets move in sync. Thanks for listening. If you enjoy the show, please leave us a review wherever you listen and share Thoughts on the Market with a friend or colleague today.

In this episode of the Mountain Real Estate Podcast, host Candice Day breaks down the mystery of mortgage rates and why they matter so much for homebuyers and investors in Summit County, Colorado.You'll learn: ✅ How mortgage rates are actually set (hint: it's not just the Fed!) ✅ The key factors that influence rates — inflation, Treasuries, spreads, and personal borrower details ✅ Real-life payment examples on a $1M property at 3%, 6%, 6.25%, and 6.5% ✅ How higher rates cut into your purchasing power — and why a $1M home in 2020 might only feel like a $660K home today ✅ What current rates look like in Colorado and Summit County, including fixed and adjustable loan optionsWhether you're buying, refinancing, or just curious how mortgage rates affect affordability in the mountains, this episode gives you the clarity you need to navigate today's market.

Panic sells, but context pays. We break down the latest “shutdown showdown” and strip it to the essentials: what actually stops, what keeps going, and how the market usually behaves when politics hog the headlines. From national parks and TSA lines to passport and IRS delays, we map the real-world annoyances you might feel—then zoom out to the history that shows why short shutdowns rarely leave lasting marks on your portfolio.We walk through the counterintuitive market moves you might see—like Treasuries rallying as investors seek safety—while stocks get choppy and volatility jumps. More importantly, we share a practical investor playbook that replaces guesswork with guardrails: keep a cash buffer for near-term needs, stick to your long-term allocation, automate contributions and rebalancing, and resist the urge to trade on political predictions. Washington's timeline is messy and nonlinear; markets usually price the drama before most people can react, which makes knee-jerk decisions costly.If shutdown headlines have you on edge, you'll leave with clarity and a calmer plan. Hold your ground, focus on what you can control, and let your process do the heavy lifting while the news cycle spins. If this helped steady your nerves, share it with someone who's doomscrolling and needs a reset. Subscribe, leave a quick review, and tell us: what headline tempts you to hit the sell button? Envision Financial Planning. 5100 Poplar Avenue, Suite 2428, Memphis, TN 38137. (901) 422-7526. This communication is strictly intended for individuals residing in the United States. Advisory Services offered through Envision Financial Planning, a Registered Investment Adviser.

US stocks ended Wednesday's session higher, notching a new record and seemingly shrugging off the first government shutdown in nearly seven years. Treasuries rallied after private payrolls data reinforced bets that the Federal Reserve will lower interest rates later this month. Both the S&P 500 and the Nasdaq 100 rose for a fourth consecutive session. We spoke to John Pantekidis, Managing Partner at TwinFocus.Plus - Asian equities gained at the open after global stocks rallied to a new all-time high, shrugging off the first US government shutdown in nearly seven years. Stocks in Japan, South Korea and Australia all rose with gains in chips and technology stocks the most notable. We spoke to Ritesh Ganeriwal, Head of Investment & Advisory at Syfe. See omnystudio.com/listener for privacy information.

China's trade surplus with the US remains stubbornly large, but its appetite for Treasuries is fading. So where are the dollars going, and what does that say about the country's evolving financial strategy? Kevin Coldiron welcomes back Dr. Zoe Liu for a nuanced look at how Beijing is managing external pressure, internal control, and the creeping disruption of dollar-backed stablecoins. Behind the headlines is a deeper story about surveillance, capital flight, and the boundaries of monetary sovereignty. As China builds shadow reserves and experiments with programmable money, the question isn't just what it fears it's what kind of system it's trying to build instead.-----50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE-----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT's TRUE ? – most CIO's read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.Learn more about the Trend Barometer here.Send your questions to info@toptradersunplugged.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Kevin on SubStack & read his Book.Follow Zoe on Twitter and read her book.Episode TimeStamps: 02:11 - Introduction to Zoe Liu04:15 - How U.S tariffs impact shipping costs and the deficit with China17:27 - What is China actually doing with their earned dollars?27:52 - Are FX entrusted loans reinforcing the dollar based trading system?36:07 - What are stable coins and why are China worried about them?42:31 - The second level of...

In this episode of A Wiser Retirement® Podcast, Casey Smith is joined by Robert Swarthout, CEO and Portfolio Manager of Teton Crypto Capital. Together, they dive into the latest crypto news, from the launch of new ETFs to the growing influence of stablecoins in U.S. Treasuries. The conversation explores how these developments could impact retirement planning and whether crypto deserves a place in your 401(k).Related Podcast Episodes: Ep 296: Crypto Update: Big Beautiful Bill, GENIUS Act, & Crypto Company IPOsEp 286: How can I evaluate crypto as a potential investment?Learn More:- About Wiser Wealth Management- Schedule a Complimentary Consultation: Discover how we can help you achieve financial freedom.- Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a financial advisor for business owners, post-divorce financial planning, and more! Stay Connected: - Social Media: Facebook | Instagram | LinkedIn | Twitter- A Wiser Retirement® YouTube Channel This podcast was produced by Wiser Wealth Management. Thanks for listening!

With the U.S. government shutdown in effect, the market's initial reaction has been relatively calm says Kevin Green, but that could change if the stalemate continues. The 10-year yield is currently flat, and the dollar is holding steady, but a prolonged shutdown could lead to a sell-off in equities and a flight to safety in Treasuries. KG notes that the ADP jobs report will take on added importance in the absence of the non-farm payrolls data, which was scheduled for Friday. For today's session, KG's S&P 500 (SPX) targets for the day are 6675 to the upside and 6600 to the downside, with a focus on defensive sectors like utilities, consumer staples, and healthcare.======== 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

US Government has officially gone into a shutdown. Weighing on the general risk tone in the early morning and the USD.European bourses have since bounce and extended to highs, Euro Stoxx 50 +0.3%; Healthcare leading. Stateside, futures remain lower awaiting data, ES -0.3%.DXY delved as low as 97.46 before recovering modestly, JPY tops the leaderboard, GBP & EUR both firmer though EUR losing some steam more recently.USTs contained awaiting data and shutdown updates, Bunds hit by soft supply, Gilts lag on Reeves.Crude initially steady but under increasing pressure this morning, XAU has resumed its ascent.Looking ahead, highlights include US ADP (Sep), ISM Manufacturing (Sep), Atlanta Fed GDP, BoC Minutes, Fedʼs Barkin, ECBʼs Elderson, de Guindos, Rehn, BoCʼs Rogers.Click for the Newsquawk Week Ahead.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Stocks closed higher Tuesday despite growing concerns over a looming U.S. government shutdown that could freeze key economic data and rattle investor confidence. The Dow hit a new record, while the S&P 500 and Nasdaq also posted gains. But under the surface, anxiety is rising. Investors are moving into safe-haven assets like gold and Treasuries, bracing for potential fallout if the shutdown drags on. José Torres, senior economist, Interactive Brokers breaks down the market’s reaction, the latest job openings and consumer confidence reports. Produced/Presented: Ryan HuangSee omnystudio.com/listener for privacy information.

In this episode of the Crypto 101 podcast, Bryce and Brendan interview Patrick Wood, CEO of DelphX, a company innovating in the structured credit space for crypto treasuries. Patrick shares his extensive background in capital markets and how he transitioned into the crypto world. The conversation delves into the unique hedging solutions DelphX offers for institutional investors holding significant crypto assets, addressing the risks associated with volatility and counterparty exposure. Patrick discusses the future of Bitcoin and the impact of treasury companies on the crypto ecosystem, emphasizing the importance of collateralization and risk management. The episode concludes with insights on market dynamics and the potential for a new bull market in crypto.Efani Sim Swap Protection: Get $99 Off: http://efani.com/crypto101Check out Plus500: https://plus500.comCheck out Gemini Exchange: https://gemini.com/cardThe Gemini Credit Card is issued by WebBank. In order to qualify for the $200 crypto intro bonus, you must spend $3,000 in your first 90 days. Terms Apply. Some exclusions apply to instant rewards in which rewards are deposited when the transaction posts. This content is not investment advice and trading crypto involves risk. For more details on rates, fees, and other cost information, see Rates & Fees. The Gemini Credit Card may not be used to make gambling-related purchases.Get immediate access to my entire crypto portfolio for just $1.00 today! https://www.crypto101insider.com/cryptnation-directm6pypcy1?utm_source=Internal&utm_medium=YouTube&utm_content=Podcast&utm_term=DescriptionGet your FREE copy of "Crypto Revolution" and start making big profits from buying, selling, and trading cryptocurrency today: http://www.cryptorevolution.com/free?utm_source=Internal&utm_medium=YouTube&utm_content=Podcast&utm_term=DescriptionChapters00:00 Introduction to DelphX and Patrick Woods01:31 Patrick's Journey into Crypto and Structured Credit03:17 Innovative Hedging Solutions for Crypto Treasuries07:35 The Role of Institutional Products in Crypto11:51 Market Dynamics and the Future of Bitcoin Volatility17:23 The Impact of Treasury Companies on the Crypto Ecosystem23:34 Risk Management and the Importance of Collateralization31:46 Looking Ahead: The Future of Crypto and Market PredictionsMERCH STOREhttps://cryptorevolutionmerch.com/Subscribe to YouTube for Exclusive Content:https://www.youtube.com/@crypto101podcast?sub_confirmation=1Follow us on social media for leading-edge crypto updates and trade alerts:https://twitter.com/Crypto101Podhttps://instagram.com/crypto_101Guest Linkhttps://www.delphx.com/https://x.com/DelphX_*This is NOT financial, tax, or legal advice*Boardwalk Flock LLC. All Rights Reserved  ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬Fog by DIZARO https://soundcloud.com/dizarofrCreative Commons — Attribution-NoDerivs 3.0 Unported — CC BY-ND 3.0 Free Download / Stream: http://bit.ly/Fog-DIZAROMusic promoted by Audio Library https://youtu.be/lAfbjt_rmE8▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

When evaluating a fund, one of the first sets of numbers you'll likely look up is its past returns. But those are not the returns that owners of that fund actually earned. Robert Brokamp speaks with Morningstar's Jeff Ptak about which investor behaviors and types of funds are more associated with underperformance. Also in this episode: -The Russell 2000 finally surpassed its 2021 peak – what's behind the small-cap surge?-The Treasury Department has released preliminary guidance about “no tax on tips”-The spread in yields between investment-grade corporates and Treasuries is the smallest it's been since 1998-A lesson from the life and recent death of financial journalist Jonathan Clements: Don't delay your bucket list until retirement Investments discussed: VOO, QQQ, VTWO, IWC Host: Robert BrokampGuest: Jeff PtakEngineer: Bart Shannon Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit megaphone.fm/adchoices

"Gold is for war, Bitcoin is for flight,” declares Clem Chambers, CEO of Online Blockchain and veteran investor, as he warns of a world edging toward conflict and monetary upheaval. Chambers explains how central banks are quietly dumping U.S. Treasuries and hoarding gold, signaling that governments are preparing for financial and geopolitical shocks. He calls gold the “ultimate currency in war.” Chambers also highlights the Federal Reserve's next moves, from potential rate cuts to renewed money printing, which he believes will fuel both a massive economic boom and rising systemic risk. At the same time, he points to overlooked opportunities in silver and platinum as investors crowd into AI-driven equities, warning that speculation is masking deeper structural fractures.Chapters: 00:00 Clem's first impressions of New York02:07 Why he's bearish on humanity04:07 “Gold is for war"05:30 AI-driven market turmoil09:23 Gold's role as the world's reserve asset10:15 Fed rate cuts and the next liquidity wave14:15 Bitcoin as flight capital18:03 Silver's overlooked upside✅ FREE RESOURCESDownload The Private Wealth Playbook — a data-backed guide to strategically acquiring gold and silver for maximum protection, privacy, and performance. Plus, get Daniela Cambone's Top 10 Lessons to safeguard your wealth (FREE)

In 2025, Washington sold America a lie. The GENIUS Act was billed as a safeguard against a government-run digital dollar. Instead, it opened the door to something even worse: a privatized surveillance currency.Backed by U.S. Treasuries and tethered to your identity, these “stablecoins” track every keystroke, every transaction, every move you make. And who's running the machinery? Palantir Technologies—the CIA-linked data giant founded by Peter Thiel and Alex Karp.Palantir's battlefield AI, once used to hunt terrorists overseas, is now repurposed to monitor ordinary Americans—your tax filings, your health records, your purchases, even your beliefs. Executive orders and billion-dollar contracts are fusing IRS, DHS, ICE, Medicare, and Social Security into one master database. Compliance is the excuse. Total control is the outcome.Critics call it a backdoor social credit system, one that can freeze your funds if you buy the wrong book, support the wrong cause, or say the wrong thing online. And with Palantir executives sliding into senior White House roles, the surveillance state isn't just analyzing your data—it's writing the rules.The GENIUS Act isn't protection. It's the blueprint for a privatized digital regime. The “stable” coin isn't stable—it's programmable, trackable, and permanent. And once your freedom is wired into an algorithm, flipping the switch is as easy as pressing delete.The trap is set. The system is live. The only question is—when will it come for you?

Wall Street retreated for a third straight session as stronger growth figures cast doubt on the likelihood of a November rate cut. The US economy recorded its fastest pace of growth in two years, while Treasuries gained as the data clouded the Fed’s policy outlook. In company news, CoreWeave expanded its deals with OpenAI, while Oracle extended its slide on AI concerns, marking a third day of losses. In commodities, oil pulled back from a seven-week high as investors reassessed the Fed’s rate path. Back home, Aussie shares are expected to open flat on Friday ahead of the AFL Grand Final. 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.

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 PictureThe Eurozone is feeling the inflation pressure. Mexico is in a recession and the rest of the world is going to follow. The economy is an illusion and Biden created it with fake numbers. Trump is bringing the economy out of the recession and he is transforming the system right in front of the [CB]. The [DS] is now showing who they truly are. They are pushing their foot soldiers to become more violent, the people are witness the insurrection. Trump is pushing the [DS] down the path of war. The [DS] is following the 16 year plan and it ends with war. DC is now setting up anti-scale fencing. The people of the US are now judging what they are seeing. Justice is coming.   Economy Eurozone Faces Inflation, Growth Threat From China's Rare Earths Dominance, ECB Warns   The eurozone economy faces the threat of higher inflation rates and slower economic growth if supplies of rare earth minerals from China are disrupted, the European Central Bank said Tuesday. In a report, the ECB's economists said the eurozone relies heavily on rare earths from China, either directly or through intermediaries such as large U.S. technology companies. Were those supplies to be interrupted as a result of trade or other disputes, the eurozone would suffer economic harm, they warned. Source: wsj.com https://twitter.com/SNienow/status/1970594156469788775 https://twitter.com/WallStreetMav/status/1970830346217251294 (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/KobeissiLetter/status/1970838444659093881  February 2020. This suggests that official BLS job openings data will likely continue to trend lower. All as the number of unemployed Americans now exceeds available jobs for the first time since April 2021. Job weakness is spreading. https://twitter.com/unusual_whales/status/1970819754592964811 US Federal Reserve Chairman Jerome Powell warned that cutting rates too aggressively risked stoking inflation US Federal Reserve Chair Jerome Powell recently issued a cautionary statement, warning that the Federal Reserve should avoid cutting interest rates too aggressively, as it could reignite inflation and undermine the Fed's efforts to reach its 2% target. Powell's comments, made on September 23, 2025, stressed the need for caution in monetary policy to balance the dual goals of maximum employment and price stability, particularly as inflation remains somewhat elevated despite a cooling labor market.    https://twitter.com/JoeLang51440671/status/1970845535767527606   “key” to the plan. Trump chose Scott Bessent as Treasury Secretary for a reason. Anybody remember what he was pushing right after the election? “Ultra-Long Bonds: A Bold Bet on Stability” “Perhaps the most intriguing part of Bessent's vision is his openness to issuing ultra-long Treasury bonds—securities with maturities of 50 years or even 100 years. This isn't just a technical adjustment; it's a statement. Ultra-long bonds send a clear signal about how the Treasury plans to manage its debt in a changing economic environment.” “Stability” is the key. Why would Bessent be pushing for “ultra-long bonds?” “Ultra-long bonds (like 50-year or 100-year Treasuries) may become more common.

Tether is reportedly seeking a $500 billion valuation in a major fundraising round, raising fresh questions about the mysterious role of crypto treasuries in global markets. How do these massive balance sheets really work, and what risks or opportunities are hidden behind them? Joining us today are Allan and Brian from Upexi, a Solana-based treasury company, to share their inside perspective on how crypto treasuries operate, what makes them so powerful, and where this trend is heading. We'll dig into Tether's big ambitions, the rise of Solana treasuries, and what it all means for the future of digital assets.

In this episode, The Annuity Man discussed:  Think again, would more money change your life?  Peeling off the interest Are you really affected by inflation?  Live your life now    Key Takeaways:  Why do you still keep money in the markets when you've won the game? Think about it, would more money really change your life? If the answer is no, then why are you putting your money at risk?  Treasuries, CDs, Fixed-Rate Annuities, and MYGAs are at a level where you can just peel off the interest, never touch the principal, and never pay any fees.  60% of adults have less than $400 to their name. Those people are the ones really affected by inflation, not millionaires like you.  If you need more money, go get it. But for those who don't need it, why are you still trying to chase more? You don't need to put your resources into volatility; what you need to do is to live your life now.  "Why are you putting all or a portion of your hopes and dreams in potential returns? Keyword: ‘potential.' The only potential in your life should be the potential for you to live your life on your own terms because you've earned it. The potential is doing things for you." —  Stan The Annuity Man     Connect with The Annuity Man:  Website: http://theannuityman.com/  Email: Stan@TheAnnuityMan.com  Book: Owner's Manuals: https://www.stantheannuityman.com/how-do-annuities-work YouTube: https://www.youtube.com/channel/UCCXKKxvVslbeGAlEc5sra2g  Get a Quote Today: https://www.stantheannuityman.com/annuity-calculator!

Investors are frogs in a Trumpian pot. As he turns the water up will they jump or boil? Trump has chaotically imposed tariffs on the global economy-- replete with arbitrary numbers, 90-day pauses, and then different outcomes for similar countries. Many predicted this type of chaotic policymaking would tank the US stock markets, make the bond markets panic, and trigger a worldwide recession. Jason at least assumed UVXY would spike as volatility would soar. Yet US markets are hitting record highs. Even foreigners are still willing to buy US equities, albeit while hedging their dollar risk. What is going on here? Why do the Markets seem to love Trump? Why are markets addicted to low interest rates and cheap money? Why do markets want less regulation even though it can lead to crashes? Why don't the markets react with Trump threatens Powell, Lisa Cook, and Fed Independence? To find out, Jason is joined this week by Katie Martin, the Markets columnist at the Financial Times and host of the Unhedged Podcast. They discuss how Europe should respond to Trump's craziness, why US Big tech stocks (and the data centre construction fad) are keeping the market afloat, the implications of big money continuously ploughing into AI without knowing if AI will really be profitable, and the shifting focus from public to private markets. Plus: Gilts vs Treasuries, the UK's fiscal woes, and whether the Euro could replace the dollar as the world's most important reserve currency. And to Order the Disorder, they discuss the formation of a new global body to tackle inequality globally. Producer: George McDonagh Subscribe to our Substack - https://natoandtheged.substack.com/ Disorder on YouTube - https://www.youtube.com/@DisorderShow Show Notes Links: Read Investors are frogs in a Trumpian pot by Katie https://on.ft.com/3K67eCm  Read Time to give the euro a glow-up by Katie https://on.ft.com/4mhfWuP  Read The bond doom-mongers have got at least one thing right https://on.ft.com/41TpXqT  Check out Katie's Unhedged podcast: https://www.ft.com/unhedged-podcast  Watch How has Trump changed the global economy https://www.youtube.com/watch?v=HwKt43ruWCo https://www.youtube.com/shorts/Rg9YCYehqQc Learn more about your ad choices. Visit megaphone.fm/adchoices

Wall Street hit pause after a record-breaking run, with tech stocks under pressure as Fed Chair Jerome Powell gave no hint on future rate moves. Nvidia slipped following news of OpenAI’s $100 billion deal, while U.S. Treasuries declined for a fourth straight day on cautious Fed commentary. In commodities, oil rose $1 a barrel as the restart of Kurdish exports stalled, while gold surged to a new record high on safe-haven demand. Back home, Aussie shares are expected to snap a three-day winning streak ahead of key inflation data. 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.

Foreigners continue their epic buying binge in USTs and US$ assets, totally defying the narrative everyone around the world is ditching America. Despite the intent of so many to make this political, there is nothing political about this, purely economics (small "e"). We keep more evidence and data showing what those really are, and foreigners know it only too well. Eurodollar University's conversation w/Steve Van Metre**************************************Eurodollar University's One Big Weekly ThemeIn a world where markets swing on every headline, focus matters. That's why Eurodollar University offers One Big Weekly Theme — a disciplined, thematic analysis you can count on.If you don't have the time to go all the way to the depth of Eurodollar University's comprehensive Deep Dive Analysis and want the next best thing, One Big Weekly Theme is for you. To sample or sign up straight away, go to:  eurodollaruniversity.substack.com**************************************Bloomberg Foreign Holdings of Treasuries Climb to Record Levelhttps://www.bloomberg.com/news/articles/2025-09-18/foreign-holdings-of-treasuries-reach-record-even-as-china-sellshttps://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

The US Federal Reserve resumed its rate cut cycle last week with a widely expected 25bp rate cut. Julius Baer expects four further rate cuts through March 2026, pausing at 3.25%, while the markets are pricing in slightly more aggressive easing. Against a backdrop of rapidly falling short-term rates and rising re-investment risk, 5-7 year bonds emerge as the sweet spot – offering a balance of yield and volatility amid a steepening curve. In credit markets, the tight spreads between corporates and Treasuries aren't just a sign of strong corporate demand, but also reflect weakening Treasury appeal. When benchmarked against swaps, the implied corporate credit spreads appear more normal, supporting continued inflows into investment-grade corporate bonds. In equities, the rally in lower-quality and non-profitable tech stocks suggests that the market has been expecting and pricing in looser monetary policy conditions. However, a reversal may be due, and it may be time for quality stocks to outperform again. Notably, despite strong gains, valuations of the Magnificent 7 stocks remain below prior bubble peaks. This episode is presented by Richard Tang, Head of Research Hong Kong at Julius Baer.

SUBSCRIBE to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe Dan Nathan & Guy Adami break down the top market headlines and bring you stock market trade ideas for Monday, September 22nd Links Move Over, Treasuries. These Are the New Safe Assets (Barron's) How Crypto Upended Financial Markets and What Comes Next (The Information) -- Learn more about FactSet: https://www.factset.com/lp/mrkt-callMRKT Call is brought to you by our presenting sponsors CME Group, FactSet, SoFi & MoneyLionSign up for our emailsFollow us on Twitter @MRKTCallFollow @GuyAdami on TwitterFollow @CarterBWorth on TwitterFollow us on Instagram @RiskReversalMediaLike us on Facebook @RiskReversalWatch all of our videos on YouTube Learn more about your ad choices. Visit megaphone.fm/adchoices

This week's Money Wise show focuses on the market's reaction to the Federal Reserve's highly anticipated rate cut. The Fed trimmed the federal funds rate by 0.25%, marking its first cut since December 2024. While many expected a “sell the news” moment in stocks, the opposite occurred: the Dow, S&P 500, and NASDAQ all closed at all-time highs by Friday. Instead, the “sell the news” reaction appeared in the bond market, where Treasuries sold off after weeks of strong buying that had briefly pulled the 10-year yield below 4%. The crew also discusses the historical significance of this rally. Since April's lows, the S&P 500 has surged more than 25%, only the 12th time in the past 70 years such a rally has occurred over 100 days. From a broader perspective, though, the S&P is up about 11.2% since Trump's election in November 2024, highlighting that context matters when measuring growth. In the second half of the show, they shift to investor education, walking listeners through our stock selection process, emphasizing research, discipline, and avoiding the hype of AI-driven “black box” investment products. Fed Moves The Fed's quarter-point rate cut sent a mixed but important signal to the markets. Lower rates reduce borrowing costs for businesses and consumers, which can fuel corporate profits and economic activity. That optimism pushed stocks higher, with all three major indexes closing the week at record levels. But in the bond market, the story was different. Investors had already piled into Treasuries in anticipation of easier Fed policy, which drove yields down as low as 4% on the 10-year. Once the cut became official, some traders sold off bonds—locking in gains and rotating into equities—causing yields to rise again. The shift highlighted how the Fed's actions ripple across markets: stocks cheering cheaper money, bonds adjusting to shifting demand, and investors recalibrating portfolios in real time. In the second hour, the Money Wise guys give listenters a peek into what Wall Street Won't Tell You. You don't want to miss the details! Tune in for the full discussion on your favorite podcast provider or at davidsoncap.com, where you can also learn more about the Money Wise guys or take advantage of a portfolio review and analysis with Davidson Capital Management.

Andrei from Falcon Finance and DWF Labs joins Sam to share how Falcon Finance is building universal collateralization infrastructure—where users can deposit crypto blue chips like BTC, ETH, SOL, stablecoins, and select altcoins, or tokenized U.S. Treasuries to mint USDf, a synthetic dollar that can be staked to generate sustainable yield.He explains how Falcon combines basis trading, arbitrage, and cross-asset liquidity to power competitive yield, why it's different from fiat-backed models, and how it plans to expand into tokenized stocks, bonds, and multi-chain collateral. We also cover risk management, transparency, regulation challenges, and advice for founders navigating Web3's evolving landscape.Key Timestamps[00:00:00] Introduction: Sam introduces Andrei from DWF Labs & Falcon Finance. [00:02:00] Crypto Beginnings: Ethereum mining, early Huobi experience, DWF Labs launch. [00:04:00] Falcon Finance Origins: Need for sustainable yield & collateralization platform. [00:06:00] How It Works: Deposit assets, set liquidation & sale prices, mint synthetic dollars. [00:08:00] Yield Sources: Basis trading, arbitrage, volatility trading, token staking. [00:10:00] Universal Collateralization: From BTC to tokenized stocks & bonds. [00:12:00] Synthetic Dollar Explained: Risk-managed, asset-backed liquidity representation. [00:15:00] USDf Reserves: ~$1.6B backed by BTC, stables, blue chips, altcoins. [00:17:00] Stablecoin Evolution: More collateral types & use cases emerging. [00:19:00] USDf Utility: DeFi strategies, transfers, future fiat off-ramps. [00:21:00] Growth Factors: Teamwork, transparency, market-driven product updates. [00:23:00] Roadmap: Tokenized RWAs, fiat channels, audits, decentralized governance. [00:25:00] Founder Advice: Focus on clients, timing, and market readiness. [00:27:00] The Ask: Partnerships for USDf adoption & collateral expansion.Connecthttps://falcon.finance/https://x.com/falconstablehttps://www.linkedin.com/company/falconstable/https://x.com/ag_dwfhttps://www.linkedin.com/in/andrewg77/DisclaimerNothing mentioned in this podcast is investment advice and please do your own research. Finally, it would mean a lot if you can leave a review of this podcast on Apple Podcasts or Spotify and share this podcast with a friend.Be a guest on the podcast or contact us - https://www.web3pod.xyz/

Mark Thornton returns as a guest on the Liberty and Finance podcast with Dunagun Kaiser to walk through Ludwig von Mises's three stages of inflation, and why today's mix of towering deficits and money printing puts the US on the on-ramp to hyperinflation. Mark also connects sanctions and tariffs to global de-dollarization, explains why central banks are swapping Treasuries for gold, and breaks down his gold-to-silver trade. The conversation ranges from “black swans” to state-level sound-money moves, and closes with practical steps.Additional ResourcesVisit Liberty and Finance at https://libertyandfinance.com"Black Swans, Sequestered Capital, and the Next Bust” (Minor Issues): https://mises.org/MI_137Donate $5 today to support the Mises Institute's Fall Campaign and receive a physical copy of Hayek for the 21st Century: https://mises.org/mi25A special bonus offer for Minor Issues listeners: donate to the Mises Institute's Fall Campaign and receive a signed copy of Free Trade in the 21st Century: https://mises.org/mi25Be sure to follow Minor Issues at https://Mises.org/MinorIssues

Discord Channel: https://discord.gg/pqKsMKp6SA The Federal Reserve has just cut rates, and the bond market is buzzing. On today's show, I'm joined by Bill Addiss — a veteran with 40+ years in the bond markets — to break down exactly what this decision means for Treasuries, yields, and fixed-income investors. We'll discuss:

This is episode 83 of the Advisor's Market360 podcast. The topic is fourth quarter market outlook for 2025 featuring Thrivent Asset Management experts. • Learn more at thriventfunds.com • Follow us on LinkedIn • Share feedback and questions with us at podcast@thriventfunds.com • Thrivent Distributors, LLC is a member of FINRA and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The panel opened with reflections on the tragic assassination of Charlie Kirk and other recent violent events, framing them through the lens of The Fourth Turning by Strauss & Howe.Discussion on how history moves in ~80–100 year cycles of crisis and renewal, with Bitcoin and decentralized protocols potentially forming the backbone of the next institutional order.John emphasized perspective, comparing today's turmoil with past upheavals (1960s, 1970s, World Wars), and highlighted the role of media saturation in shaping perceptions.Panelists praised Kirk's willingness to debate respectfully, lamenting the erosion of open dialogue in society.Shifted to macro: China's gold accumulation as a hedge against dollar hegemony, interpreted as part of a global move toward neutral reserve assets—gold today, Bitcoin tomorrow.Deep dive into U.S. financial surveillance: the inefficiencies of the Bank Secrecy Act (BSA) and threats of extending the Patriot Act to digital assets. Panelists argued KYC/AML laws are largely ineffective at stopping crime but very effective at surveilling citizens.Highlighted the DOJ's case against Samourai Wallet as an example of U.S. hostility toward Bitcoin privacy tools.Covered this week's major supply-chain attack on NPM packages, noting minimal impact but using it as a PSA: always verify addresses on hardware wallets and beware phishing scams.Tether launched a U.S.-regulated stablecoin (USAT). The panel explored how this intersects with the Genius Act, which would require stablecoin reserves to be in U.S. Treasuries, effectively creating a new forced buyer of U.S. debt.Quick hits: MicroStrategy denied S&P 500 inclusion (for now), BLS quietly revised U.S. job numbers down by 900k, Gemini goes public, and Michael Saylor positions MicroStrategy as a “Bitcoin capital markets” play. Swan Private helps HNWI, companies, trusts, and other entities go beyond legacy finance with BItcoin. Learn more at swan.com/private. Put Bitcoin into your IRA and own your future. Check out swan.com/ira.Swan Vault makes advanced Bitcoin security simple. Learn more at swan.com/vault.

In this must-watch episode of Holistic Investments, host Constantin Kogan sits down with crypto veteran David J. Namdar, CEO of BNB Network Company! With over 10 years in the game, David shares his wild journey: from pitching Bitcoin to Millennium hedge fund in 2013 (and getting rejected for lacking shorts!), co-founding Galaxy Digital with Mike Novogratz during the 2017 bull run, launching the 2nd Bitcoin ETF attempt (right after the Winklevoss twins), and now leading the charge in digital asset treasuries as CEO of BNB Network Company (NASDAQ: BNC).Why BNB? David breaks down why BNB is the "digital equity infrastructure" powering Binance's 290M users and 40% of global crypto trading volume – outpacing Coinbase's market share 8x! Backed by CZ's Easy Labs (largest investor) and Tangem Capital, CA Industries holds the biggest BNB treasury on the planet. Learn how this MicroStrategy-inspired strategy (but for BNB) could 10x your exposure without direct access to Binance in the US. David predicts BNB surpassing XRP by end of 2025 – and why tokenized stocks, 24/7 markets, and AI agents will supercharge BNB Chain over Ethereum.Key Highlights:

David Stryzewski and Kerry Lutz dive into the surge in gold and silver, driven by inflation, central bank buying, and waning trust in U.S. Treasuries. Stryzewski highlights silver's undervaluation, its role in electrification and defense, and the huge upside for miners—already delivering big gains in his portfolio. They also explore geopolitical risks, Mexico's mining landscape, cartel conflicts, and the prospect of U.S. military action by 2025. The conversation expands to governance, community safety, and how AI may reshape leadership and decision-making in the years ahead. Find David here: http://myspg.com Find Kerry here: http://financialsurvivalnetwork.com/ and here: https://inflation.cafe Kerry's New Book “The World According to Martin Armstrong – Conversations with the Master Forecaster” is now a #1 Best Seller on Amazon. . Get your copy here: https://amzn.to/4kuC5p5

“When we have the next crisis, the word ‘private' is going to be in every headline,” says Cornell Professor Dave Collum. In this interview with Daniela Cambone, Collum warns that the biggest risks in the next financial crisis won't come from the public markets—stocks, Treasuries, and the like—but from the shadowy private markets: private credit, private equity, and private debt, where leverage and valuations are opaque. He also explains why today's debt-driven economy is unsustainable and why he believes inflation and policy missteps are setting the stage for a severe reset. “At some point you either default outright or you inflate it away, but either path is a reset.” Collum also reflects on his recent appearance on the Tucker Carlson Show, where he exposed the risks of a “digital deep state” and the growing disconnect between official narratives and economic reality. “When information itself is weaponized, markets become even more dangerous,” he concludes. ✅ FREE RESOURCESDownload The Private Wealth Playbook — a data-backed guide to strategically acquiring gold and silver for maximum protection, privacy, and performance. Plus, get Daniela Cambone's Top 10 Lessons to safeguard your wealth (FREE)

Watch the video version on YouTube.    As fiscal, trade, and regulatory policies take center stage, adapting asset allocation strategies has never been more important. This episode explores how today's policy shifts—from fiscal stimulus and rising tariffs to accelerated deregulation—are shaping market opportunities and risks. Our Multi-Asset Solutions team examines the short- and long-term impacts of recent legislation, the evolving role of government in markets, and the distributional effects on both consumers and corporations. Gain perspective on how higher debt levels, changing demand for Treasuries, and sector-specific policy changes are influencing portfolio decisions, and why staying agile is key in a landscape defined by uncertainty and transition.   Join Gabriela Santos, Chief Market Strategist for the Americas, and Geng Ngarmboonanant, Research Analyst on the Multi-Asset Solutions team, as they break down the latest policy developments and share practical insights for navigating today's complex investment environment.   Subscribe to the Notes on the Week Ahead podcast for more insights from Dr. David Kelly: Apple Podcasts | Spotify 

In this week's episode, we break down the factors and trends shaping the economy, including new reports that shed some light on labor and inflation. Expected rate cuts from the Federal Reserve at next week's Federal Open Market Committee Meeting (FOMC) appear to be the main driving force behind movements in fixed income and equities. Please join us on Thursday, September 18, where we'll sit down with experts in Artificial Intelligence during our National Call: AI: Everything You Are Afraid to Ask but Need to Know. And be sure to tune in again next week, where we'll recap the news from this highly-anticipated FOMC meeting, and anything else impacting the markets. Speakers:Brian Pietrangelo, Managing Director of Investment StrategyRajeev Sharma, Head of Fixed IncomeStephen Hoedt, Head of Equities02:16 – We consider a softening labor market as evidenced by an increase in weekly initial unemployment claims and the semi-annual update from the Bureau of Labor Statistics detailing a correction of over 900,000 fewer jobs in the 12-month period ending in March 2025 than was initially reported.03:42 – The Producer Price Index (PPI) data showed a slight decline, while the Consumer Price Index (CPI) report indicated higher-than-expected month-over-month and year-over-year inflation, driven mainly by food and shelter costs.04:48 – The Fed seems poised to resume interest rate cuts with next week's FOMC meeting, as fears of making a policy error dissipate as rising (but not accelerating) inflation and a cooling jobs market create an opportunistic environment for rate cutting.06:40 – Treasuries show demand and momentum ahead of the FOMC meeting, with the 2-Year Treasury yield hitting 3.55% and the 10-Year around 4.06%.11:04 – Equities buck the historical norm of taking a downturn this time of year, buoyed by expectations of rate cuts and record investments in tentpole industries like Artificial Intelligence in an apparently non-recessionary climate.14:08 – A brief look into what's happening with resilient crude oil prices and early stimulation in the housing market.16:11 – We revisit our predictions for 2025 that were made late last year, and gauge how accurate they have been thus far. Additional Resources9/18 Webinar: Key Wealth's National Call - AI: Everything You Are Afraid to Ask but Need to KnowKey Questions | Key Private BankSubscribe to our Key Wealth Insights newsletterWeekly Investment BriefFollow us on LinkedIn

The newly passed Genius Act is being hailed as a game-changer that could cement the U.S. dollar's dominance in the digital age. By requiring stablecoins to be backed 1:1 with U.S. dollars or short-term Treasuries, it promises to strengthen national security, cut wire fees, and pump trillions into America's debt market.But economist Christian Briggs warns of the hidden dangers: shifting monetary power from the Federal Reserve to profit-driven corporations, real-time surveillance of every transaction, and the terrifying possibility of accounts frozen without due process. While it could supercharge U.S. innovation and manufacturing, in the wrong hands it could mirror China's social credit system—where your money is controlled by politics, not freedom.

In today's livestream, we're joined by insider and industry veteran David Namdar founder of BNB Network Company (co-founder of Galaxy Digital and SolidX) to unpack the explosive rise of crypto treasuries. We'll also dive into BNB's overlooked fundamentals, why institutions are circling, and what the future of corporate finance could look like as Bitcoin and crypto reshape Wall Street. Don't miss this inside scoop from someone who's been at the center of it all.

HEADLINESBinance partners with $1.6 trillion asset manager Franklin Templeton "to build tailored digital asset initiatives.”Cracks in the Treasuries? Bloomberg rags on Saylor, highlighting decreases in mNAVPolygon PoS chain faces delay in reaching consensus finality (Since recording its been 6+ hrs with no block!) What's next for this chain?Metaplanet Sets $1.45B Share Sale to Fund Bitcoin Purchases, Treasury ShiftIndia resists comprehensive crypto regulation amid systemic stability fears.Little BitsCoinGecko has integrated Bubble Maps V2 - If you don't know BubbleMaps, go check it out. It's a super cool tool to help visualize the contracts. Minnesota Credit Union to Launch Stablecoin; St. Cloud Federal Financial Union Claims to Be First in U.S.Kraken Expands Tokenized US Stocks to EU ClientsWHERE TO FIND DCNdailycryptonews.nethttps://twitter.com/DCNDailyCryptoEMAIL or FOLLOW the HostEmail: kyle@dailycryptonews.net*****Magic Newton Wallethttps://magic.linkTrader Cobb X: @TraderCobbhttps://www.thegrowmeco.com/Editing Serviceshttps://www.contentbuck.com——————————————————————***NOT FINANCIAL, LEGAL, OR TAX ADVICE! JUST OPINION! I AM NOT AN EXPERT! I DO NOT GUARANTEE A PARTICULAR OUTCOME I HAVE NO INSIDE KNOWLEDGE! YOU NEED TO DO YOUR OWN RESEARCH AND MAKE YOUR OWN DECISIONS! THIS IS JUST EDUCATION & ENTERTAINMENT! Hosted on Acast. See acast.com/privacy for more information.

In this episode, Alexander Blume, CEO and Co-Founder of Two Prime, joins Jarrett to unpack the current state of Bitcoin treasuries, how they're monetizing their BTC and where he thinks they're headed moving forward. Chapters:00:00 - Intro01:14 - Episode Begins01:55 - Alex's Professional Journey09:27 - Bitcoin Treasuries Overview19:53 - Bear/Bull AUM Swings25:00 - 4 Year Cycle Still Exist?29:20 - Fed Rates Explored34:00 - BTC ETFs vs BTC vs MSTRAlex's X - https://x.com/alexandersblumeAlex's LinkedIn - https://www.linkedin.com/in/alexandersblum/Two Prime - https://www.twoprime.com/Future Signal is a podcast hosted and produced by Jarrett Carpenter that explores tomorrow's tech today.All of Future Signal's content is not financial advice but rather edu-tainment. All of our episodes are available here on YT as well as wherever you listen to podcasts.Follow us on Social Media :X - https://www.twitter.com/futuresignalxyzInstagram - https://www.instagram.com/futuresignalxyz/Facebook - https://www.facebook.com/futuresignalxyzLinkedIn - https://www.linkedin.com/company/future-signal-xyz/Twitch - https://www.twitch.tv/futuresignalxyzFor more info on the podcast, please check out https://www.futuresignal.xyz/To learn more about Future Signal's Host - https://www.jarrettcarpenter.com/

Gold surged past the $3,600 an ounce level for the first time on Monday, hitting a record high, as soft U.S. labor data reinforced expectations the U.S. Federal Reserve will cut interest rates next week. Meanwhile, tokenized gold continues to rocket on Ethereum.~This episode is sponsored by iTrust Capital & Gemini~iTrustCapital | Get $100 Funding Reward + No Monthly Fees when you sign up using our custom link! ➜ https://bit.ly/iTrustPaulSign up for The Gemini Credit Card and get an extra $50 in crypto!➜ https://bit.ly/GeminiPBN00:00 Intro00:10 Sponsor: iTrust Capital00:40 Gold all time high01:10 Gold is the safe Bitcoin01:30 El Salvador buys gold over Bitcoin01:50 Tether dumping Bitcoin for gold02:10 Gold vs Treasuries02:30 Gold mindshare vs Bitcoin03:00 It's Already happening in Venezuela04:15 Onchain gold is cheaper04:45 ETH Gold up 100% YoY05:00 Ethereum gold rush to DeFi05:20 Gold yields on telegram06:10 Asia - Hong Kong Gold06:50 Sui Gold07:00 World Gold Council 202607:30 Federal reserve independence fears08:00 Sponsor: Gemini08:40 Peter Schiff was right09:45 Stocks & collectibles on ethereum11:30 Digital gold has cultural roots for kids too12:20 The Flip12:40 Outro#Crypto #Ethereum #Gold~Ethereum Boosting Gold To New All-Time Highs!

On today's podcast: 1) President Trump started his immigration crackdown in Chicago, with federal agents stepping up enforcement in an escalating campaign against Democratic-run cities. The Department of Homeland Security said Operation Midway Blitz targets “criminal illegal aliens” and blamed Illinois Governor JB Pritzker for sanctuary policies that it said help shield lawbreakers.2) House Democrats released an alleged birthday note that they said Donald Trump sent to Jeffrey Epstein, raising pressure on the president over questions about his past interactions with the late disgraced financier. The release stems from a trove of documents received by the House Oversight Committee, including a birthday book compiled for Epstein’s 50th birthday and his last will and testament.3) Investors in the Treasuries market face a test of bullish sentiment this week from inflation reports and a benchmark revisions for jobs data. The market's ability to extend this month's rally will depend on the tone of producer and consumer inflation due Wednesday and Thursday.See omnystudio.com/listener for privacy information.

On the latest episode of Minor Issues, Mark Thornton takes a provocative look at America's path toward hyperinflation. Mark walks through Mises's three stages of inflation, contending the US is moving from complacency to active flight from cash, and he ties today's risks to sanctions policy, BRICS efforts to bypass SWIFT with gold-leaning systems, and foreign central banks rotating from Treasuries into gold. At home, Mark sees households hedging with real estate, older savers turning to precious metals, and younger investors to crypto: classic signs of eroding demand for dollars.Additional Resources"The Gold-Silver Ratio” (Minor Issues Podcast, Episode 119) : https://mises.org/MI_119"Exorbitant Privilege: The Rise and Fall of the Dollar and the Future of the International Monetary System" by Mark Thornton (Book review, Quarterly Journal of Austrian Economics): https://mises.org/MI_136_A"Exorbitant Privilege Gained and Lost: Fiscal Implications” by Zefeng Chen, Zhengyang Jiang, Hanno Lustig, Stijn Van Nieuwerburgh, and Mindy Xiaolan (Journal of Political Economy): https://mises.org/MI_136_BThe Mises Institute is giving away 100,000 copies of Hayek for the 21st Century. Get your free copy at https://mises.org/IssuesFreeBe sure to follow Minor Issues at https://Mises.org/MinorIssues

Global bond markets are under siege and CRE is caught in the crossfire.UK 30-year gilt yields surged to their highest level since 1998, and volatility in U.S. Treasuries has repeatedly brushed them against 5%.For commercial real estate, that means more expensive debt, climbing cap rates and global investors second-guessing allocations.Christopher Stanley, banking industry practice lead at Moody's Analytics, said the tightness of the spread shows increased competition in the market, but the entire yield curve has moved up considerably.That's going to hit net operating income, and Stanley said staying on top of liquidity and forecasting out volatility all the way through the life cycle of the project have become crucial.“When we're in a nervous economy like we're in right now, everyone immediately jumps to what kind of credit problems are there going to be,” Stanley said on the show. “Credit is a part of it, but we're really playing a balance sheet management game.”

US equities were mostly higher for the holiday-shortened week, starting the new month on a risk-off note and by Friday paring back from Wednesday and Thursday strength. Treasuries firmed notably across the curve as expectations grew for more Fed cuts this year

Gold rips to repeated all-time highs as central banks dump Treasuries and race into bullion—clear signals of accelerating de-dollarization. Tony Arterburn ties the surge to Trump's Fed pressure, tariff/sanction chaos, and a coming rate-cut sugar high that stokes more inflation. Meanwhile, silver breaks back above $40 and a rigged housing market—propped up by BlackRock and a shrinking dollar—pushes a generation out of homeownership.Follow the show on Kick and watch live every weekday 9:00am EST – 12:00pm EST https://kick.com/davidknightshow Money should have intrinsic value AND transactional privacy: Go to https://davidknight.gold/ for great deals on physical gold/silverFor 10% off Gerald Celente's prescient Trends Journal, go to https://trendsjournal.com/ and enter the code KNIGHTFind 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.

Gold rips to repeated all-time highs as central banks dump Treasuries and race into bullion—clear signals of accelerating de-dollarization. Tony Arterburn ties the surge to Trump's Fed pressure, tariff/sanction chaos, and a coming rate-cut sugar high that stokes more inflation. Meanwhile, silver breaks back above $40 and a rigged housing market—propped up by BlackRock and a shrinking dollar—pushes a generation out of homeownership.Follow the show on Kick and watch live every weekday 9:00am EST – 12:00pm EST https://kick.com/davidknightshow Money should have intrinsic value AND transactional privacy: Go to https://davidknight.gold/ for great deals on physical gold/silverFor 10% off Gerald Celente's prescient Trends Journal, go to https://trendsjournal.com/ and enter the code KNIGHTFind 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.