Podcasts about treasuries

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Stablecoins have grown from a total value of ~$2 billion in 2019 to over $230 billion by early 2025, enabling $33 trillion in transactions across 236 million wallets. But beneath this growth lies a deep — and fragile — dependence on the U.S. Treasury market.Professor Yesha Yadav of Vanderbilt Law School and Brendan Malone, formerly of Paradigm, the Federal Reserve Board, and MIT, discuss their paper on the critical but underexamined relationship between U.S. dollar stablecoins and Treasuries. They unpack why Treasuries act as the “anchor” for stablecoins, explore operational and liquidity risks, and outline what policy changes might be necessary to avert a crisis.Timestamps: ➡️ 00:00 — Intro➡️ 01:10 — Sponsor: Hedera Council is hiring a legal counsel➡️ 02:40 — Why is the U.S. Treasury market so critical to stablecoins?➡️ 04:32 — Treasuries as “cash equivalents” and risk-free assets➡️ 07:33 — What does it mean to “hold” Treasuries?➡️ 11:38 — Liquidity and operational risks➡️ 14:34 — Changing structure of Treasury markets➡️ 16:12 — 24/7 crypto vs. limited-hour Treasury markets➡️ 20:06 — Systemic risk scenarios➡️ 28:27 — The urgent need for preemptive policy solutions➡️ 33:22 — Regulatory fragmentation: “everyone's responsible, so no one is”➡️ 38:51 — Possible reforms: more short-term issuance, repo market, reserves access➡️ 40:53 — Treasuries as “risk-free” assets — myth vs. reality➡️ 46:23 — Potential Fed facilities and why they aren't in place yet➡️ 51:06 — Bonus: Hedera Council's General Counsel Gregory Schneider on their open position.Sponsor: Hedera Council is hiring a legal counsel. Click here for more information about the role, or follow this link: https://hedera.com/future?gh_jid=4574329006. Jacob Robinson and his guests are not your lawyer. Nothing herein or mentioned on the Law of Code podcast should be construed as legal advice. The material published is intended for informational, educational, and entertainment purposes only. Please seek the advice of counsel, and do not apply any of the generalized material to your individual facts or circumstances without speaking to an attorney.

Asian stocks moved lower in the early Wednesday session after relatively tame inflation data failed to ease Wall Street's worries about the impacts of tariffs, with initial rallies in US stocks and bonds sputtering on bets the Federal Reserve will keep rates on hold for now. The S&P 500 retreated after earlier topping 6,300. A gauge of US financial giants sank as Wells Fargo & Co. cut its guidance for net interest income. JPMorgan Chase & Co. dropped even as investment bankers eked out a surprise gain. Citigroup Inc. hit the highest since 2008 on a stock-buyback plan. While short-dated Treasuries led losses, longer maturities also slid - with 30-year yields topping 5%. We get reaction to the day's market action from Chuck Cumello, President and Chief Executive Officer at Essex Financial Services. Plus - Nvidia said late Monday that it received assurances that the US government would allow it to export some chips to China. Advanced Micro Devices, Nvidia's chief rival, quickly followed with a similar announcement. These export license approvals could generate billions of dollars in total revenue for the companies this year — and they mark a dramatic reversal after the Trump administration said the issue wasn't even up for debate. We take a closer look at what it means for the chip sector with Ray Wang, Research Director for Semiconductors, Supply Chain, & Emerging Tech at The Futurum Group. He speaks with Bloomberg's Haidi Stroud-Watts and Paul Allen on The Asia Trade.See omnystudio.com/listener for privacy information.

In this week's episode, our experts discuss the state of the economy, markets, and investment outlook for the second half of 2025. Speakers:Brian Pietrangelo, Managing Director of Investment StrategyGeorge Mateyo, Chief Investment OfficerRajeev Sharma, Managing Director of Fixed IncomeStephen Hoedt, Head of Equities01:36 - Recap of employment data which shows stability with positive revisions and declining unemployment claims. 03:54 - Discussion about renewed tariff threats (up to 200%) and their potential to slow growth and raise inflation. The team highlights the impact of the “One Big Beautiful Bill” on deficits and long-term interest rates.08:48 - Reflection on a volatile first half of 2025 and anticipates modest gains through August. Forecast of potential market “indigestion” in September–October due to valuation concerns14:33 - Prediction of two rate cuts in 2025, likely starting in September. The team emphasizes uncertainty around tariffs and inflation, and recommends high-quality corporate bonds over Treasuries.Additional ResourcesKey Questions: What Is in the One Big Beautiful Bill Act and How Does It Compare to Current Law? | Key Private BankBooks and Podcasts for Your 2025 Summer Reading and ListeningKey Questions | Key Private Bank Subscribe to our Key Wealth Insights newsletterWeekly Investment Brief Follow us on LinkedIn

Congressman Dusty Johnson discusses pivotal developments in American politics, focusing on rural America and the implications of foreign investments in farmland. He shares his insights on the recent strides made in Congress regarding work requirements for welfare, the urgency of protecting American food supply from foreign adversaries, and the need for permitting reforms to foster innovation and economic growth. Shannon Davis, CEO of American Alternative Assets, reveals details about the significant sell-off of U.S. Treasuries by China, the implications of the U.S. dollar's decline, and the enduring value of gold and silver as a means of wealth preservation. Additional interview with Rabbi Yaakov Menken on Israeli Prime Minister Benjamin Netanyahu's recent visits to Washington.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

On this week's episode, Kathy Jones and Liz Ann Sonders discuss the bond market reaction to the new August 1 tariff deadlines—and what that means for potential Fed policy. They also examine the impact of servicing the national debt after the passage of the "One Big Beautiful Bill." Liz Ann looks at the upcoming earnings season, while also addressing concerns about economic indicators, inflation, and the housing market. The overall discussion this week emphasizes the cautious sentiment among bond investors and the complexities of the economic landscape.On Investing is an original podcast from Charles Schwab. For more on the show, visit schwab.com/OnInvesting. If you enjoy the show, please leave a rating or review on Apple Podcasts.Important DisclosuresThe information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision. All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness, or reliability cannot be guaranteed. Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve. Investing involves risk, including loss of principal. Performance may be affected by risks associated with non-diversification, including investments in specific countries or sectors. Additional risks may also include, but are not limited to, investments in foreign securities, especially emerging markets, real estate investment trusts (REITs), fixed income, municipal securities including state specific municipal securities, small capitalization securities and commodities. Each individual investor should consider these risks carefully before investing in a particular security or strategy.Currency trading is speculative, volatile and not suitable for all investors.Forecasts contained herein are for illustrative purposes only, may be based upon proprietary research and are developed through analysis of historical public data.The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors.(0725-GHV6)

✔️ Sources: ► https://x.com/pavlenex/status/1942616034747228480► https://x.com/jack/status/1941989435962212728?s=52&t=CKH2brGypO5fEYTgQ-EFhQ► https://gotenna.com/► https://x.com/btc_archive/status/1943270228516819334?s=52&t=CKH2brGypO5fEYTgQ-EFhQ► https://x.com/BitcoinForCorps/status/1942544224530096262✔️ Check out Our Bitcoin Only Sponsors!► https://archemp.co/Discover the pinnacle of precision engineering. Our very first product, the bitcoin logo wall clock, is meticulously machined in Maine from a solid block of aerospace-grade aluminum, ensuring unparalleled durability and performance. We don't compromise on quality – no castings, just solid, high-grade material. Our state-of-the-art CNC machining center achieves tolerances of 1/1000th of an inch, guaranteeing a perfect fit and finish every time. Invest in a product built to last, with the exacting standards you deserve.► Join Our telegram: https://t.me/PlebUnderGroundChat #Bitcoin #crypto #cryptocurrency #dailybitcoinnews #memecoins The information provided by Pleb Underground ("we," "us," or "our") on Youtube.com (the "Site") our show is for general informational purposes only. All information on the show is provided in good faith, however we make no representation or warranty of any kind, express or implied, regarding the accuracy, adequacy, validity, reliability, availability, or completeness of any information on the Site. UNDER NO CIRCUMSTANCE SHALL WE HAVE ANY LIABILITY TO YOU FOR ANY LOSS OR DAMAGE OF ANY KIND INCURRED AS A RESULT OF THE USE OF THE SHOW OR RELIANCE ON ANY INFORMATION PROVIDED ON THE SHOW. YOUR USE OF THE SHOW AND YOUR RELIANCE ON ANY INFORMATION ON THE SHOW IS SOLELY AT YOUR OWN RISK.

New York Times' bestselling author Larry McDonald, founder of The Bear Traps Report, returns to The Julia La Roche Show for episode 273 to discuss the markets and the economy.Sponsors: Monetary Metals. https://monetary-metals.com/julia Kalshi: https://kalshi.com/juliaLinks: How To Listen When Markets Speak: https://www.amazon.com/Listen-When-Markets-Speak-Opportunities-ebook/dp/B0C4DFVFNR Twitter/X: https://twitter.com/Convertbond Bear Traps Report: https://www.thebeartrapsreport.com/00:00 Introduction: Larry McDonald, founder of the Bear Traps Report00:47 Getting long high beta names in April, now lightening positions02:18 Add high beta into fear/panic, lighten into complacency 04:11 Warning about "Liz Truss moment" for America - bond panic scenario 06:38 Debt ceiling suspension creates $1.7 trillion bond issuance catch-up 08:04 Bessent's "bag of tricks" to fight bond vigilantes 09:33 Dollar counter-trend rally from front-end Treasury issuance 11:41 Mechanics of dollar rally: need dollars to buy Treasuries 13:53 Emerging market bonds outperforming long-term Treasuries 16:14 Question whether "bag of tricks" arrives on time to help bonds 17:05 Financial repression explanation: suppress rates below inflation18:40 Bond vigilantes back despite Bessent's interventions 19:35 Commodities renaissance: copper names up 200-300% over 5 years21:51 New portfolio construction: gold, copper, uranium, lithium miners24:08 Risk: banks exposed to $5 trillion in commercial real estate debt25:09 Jamie Dimon and Buffett selling banks at "alarming pace" 26:31 Optimistic on lithium trade and Chile election outcome 26:55 Expecting 100 basis points in rate cuts due to debt burden 28:12 Coal names oversold, offshore drilling opportunities30:00 Closing remarks

US Treasury yields are the lowest among the G3+, once hedged back to US dollars. Ira Jersey, Bloomberg Intelligence's US interest rate strategist, and Huw Worthington, his European rate strategy counterpart, take up the topic in this episode of the Macro Matters podcast. The analysts discuss central bank policy action and government bond markets in general. They also discuss why long-end yields have been more sensitive to fears of rising deficits than shorter-maturity bonds. Terminal users can view their note on how Treasuries are the lowest-yielding sovereign bond market, after the currency hedge, by clicking here.  The Macro Matters podcast is part of BI's FICC Focus series.

More Tariff trouble on the horizon, but markets have seen this movie before (The Stick & Carrot Show). Market risk remains, as markets are highly deviated. Sentiment remains positive; there's a large gap between market performance and economic data, however. Deviations tend to resolve themselves to the downside. Lance Roberts & Danny Ratliff reveal how to shield your retirement savings from decades of inflation: The necessity of Inflation and how to deal with it (inflation is a function of economic growth); the mistake of being too conservative, fear of The Black Swan that never appears. Lance reveals his memory challenges; living thru market downturns, and lessons learned. Market downturns don't happen over night. Treasuries vs Equities: What's the proper blend? Passive Investing is an oxymoron. Risk management is essential for fighting inflation. SEG-1: Tariff Threats Return, Market Risk Rises SEG-2: The Necessity of Inflation and How to Deal With It SEG-3a: Lance's Dementia Test SEG-3b: Living thru Market Downturns SEG-4: Inflation-proofing Retirement - Treasuries vs Equities RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Senior Financial Advisor Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer ------- Watch today's video on YouTube: https://www.youtube.com/watch?v=y4MmYoAZvc0&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=18s ------- Articles mentioned in this report: "Investor Greed Returns With A Vengeance" https://realinvestmentadvice.com/resources/blog/investor-greed-returns-with-a-vengeance/ ------- The latest installment of our new feature, Before the Bell, "Market Risk is Rising," is here: https://www.youtube.com/watch?v=NdRpxHuJF4s&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "ETF's Are Eating the World," https://www.youtube.com/watch?v=18uxAOHUAE0&list=PLVT8LcWPeAuhi47sn298HrsWYwmg8MV7d&index=2 ------- Register for our next live webinar, "Financial Independence Candid Coffee," June 28, 2025: https://streamyard.com/watch/BUr4UuRVt6Uj ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #MarketRally #MarketRisk #MarketCorrection #MarketConsolidation #Volatility #RiskManagement #PortfolioRisk #RetirementPlanning #InflationProtection #RetirementSavings #FinancialFreedom #SmartInvesting #InvestingStrategies #FinancialMarkets #InvestingAdvice #Money #Investing

More Tariff trouble on the horizon, but markets have seen this movie before (The Stick & Carrot Show). Market risk remains, as markets are highly deviated. Sentiment remains positive; there's a large gap between market performance and economic  data, however. Deviations tend to resolve themselves to the downside. Lance Roberts & Danny Ratliff reveal how to shield your retirement savings from decades of inflation: The necessity of Inflation and how to deal with it (inflation is a function of economic growth); the mistake of being too conservative, fear of The Black Swan that never appears. Lance reveals his memory challenges; living thru market downturns, and lessons learned. Market downturns don't happen over night. Treasuries vs Equities: What's the proper blend? Passive Investing is an oxymoron. Risk management is essential for fighting inflation. SEG-1: Tariff Threats Return, Market Risk Rises SEG-2: The Necessity of Inflation and How to Deal With It SEG-3a: Lance's Dementia Test SEG-3b: Living thru Market Downturns SEG-4: Inflation-proofing Retirement - Treasuries vs Equities   RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Senior Financial Advisor Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer ------- Watch today's video on YouTube: https://www.youtube.com/watch?v=y4MmYoAZvc0&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=18s ------- Articles mentioned in this report: "Investor Greed Returns With A Vengeance" https://realinvestmentadvice.com/resources/blog/investor-greed-returns-with-a-vengeance/ ------- The latest installment of our new feature, Before the Bell, "Market Risk is Rising," is here:  https://www.youtube.com/watch?v=NdRpxHuJF4s&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "ETF's Are Eating the World," https://www.youtube.com/watch?v=18uxAOHUAE0&list=PLVT8LcWPeAuhi47sn298HrsWYwmg8MV7d&index=2 ------- Register for our next live webinar, "Financial Independence Candid Coffee," June 28, 2025: https://streamyard.com/watch/BUr4UuRVt6Uj ------- Get more info & commentary:  https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #MarketRally #MarketRisk #MarketCorrection #MarketConsolidation #Volatility #RiskManagement #PortfolioRisk #RetirementPlanning #InflationProtection #RetirementSavings #FinancialFreedom #SmartInvesting #InvestingStrategies  #FinancialMarkets #InvestingAdvice #Money #Investing

✔️ Sources: ► https://x.com/bitmexresearch/status/1942509131371262082?s=52&t=CKH2brGypO5fEYTgQ-EFhQ► https://x.com/cointelegraph/status/1942549469121175734?s=52&t=CKH2brGypO5fEYTgQ-EFhQ► https://x.com/bitcoinmagazine/status/1942501610967744622?s=52&t=CKH2brGypO5fEYTgQ-EFhQ✔️ Check out Our Bitcoin Only Sponsors!► https://archemp.co/Discover the pinnacle of precision engineering. Our very first product, the bitcoin logo wall clock, is meticulously machined in Maine from a solid block of aerospace-grade aluminum, ensuring unparalleled durability and performance. We don't compromise on quality – no castings, just solid, high-grade material. Our state-of-the-art CNC machining center achieves tolerances of 1/1000th of an inch, guaranteeing a perfect fit and finish every time. Invest in a product built to last, with the exacting standards you deserve.► Join Our telegram: https://t.me/PlebUnderGroundChat #Bitcoin #crypto #cryptocurrency #dailybitcoinnews #memecoins The information provided by Pleb Underground ("we," "us," or "our") on Youtube.com (the "Site") our show is for general informational purposes only. All information on the show is provided in good faith, however we make no representation or warranty of any kind, express or implied, regarding the accuracy, adequacy, validity, reliability, availability, or completeness of any information on the Site. UNDER NO CIRCUMSTANCE SHALL WE HAVE ANY LIABILITY TO YOU FOR ANY LOSS OR DAMAGE OF ANY KIND INCURRED AS A RESULT OF THE USE OF THE SHOW OR RELIANCE ON ANY INFORMATION PROVIDED ON THE SHOW. YOUR USE OF THE SHOW AND YOUR RELIANCE ON ANY INFORMATION ON THE SHOW IS SOLELY AT YOUR OWN RISK.

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A 3-year Treasury auction today and a 10-year note auction tomorrow, along with Wednesday's Fed minutes, could drive stocks after Monday's drop. Tariffs remain front and center.Important DisclosuresThe information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision.All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness, or reliability cannot be guaranteed.Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve.The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.All names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security. Supporting documentation for any claims or statistical information is available upon request.Past performance is no guarantee of future results, and the opinions presented cannot be viewed as an indicator of future performance.Investing involves risk, including loss of principal.Diversification strategies do not ensure a profit and do not protect against losses in declining markets.Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly. For more information on indexes, please see schwab.com/indexdefinitions.The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors.The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.(0131-0725)

Will market volatility persist through the rest of 2025? • 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.

I know some of you are tired of hearing about Bitcoin and digital currencies. That's not what this week's show is about. This week's podcast conversation is broader—it touches the entire global economy. But…you just can't talk about macroeconomic trends anymore without talking about digital dollars and Bitcoin. Leaving them out today would be like ignoring gold when discussing commodities. There's a section this week in my interview with Ian Reynolds that dives deep into the bond market and the growing influence of stablecoins. And I realized—it might be helpful to give you a bit of context up front. If you're already familiar, consider this a refresher. If not, this will make the second half of our conversation a lot more useful. Let's start with the 10-year U.S. Treasury—arguably the most important interest rate in the world. This one number influences everything from mortgage rates to stock valuations to how much it costs the government to borrow money. Historically, when inflation drops, yields on the 10-year tend to fall as well. That's the standard relationship: lower inflation usually leads to lower yields. But that's not what's happening right now. Despite a year of cooling inflation, the 10-year Treasury yield has stayed surprisingly high. Why? The answer boils down to supply and demand. On the supply side, the U.S. government is flooding the market with Treasuries—over a trillion dollars' worth every quarter—to finance its growing deficits. That's a lot of new bonds entering the market. At the same time, demand isn't keeping up. Foreign central banks like China and Japan, which used to be some of the biggest buyers of our debt, are pulling back. Some are dealing with their own domestic issues. Others are deliberately reducing their exposure to the dollar as a reaction to U.S. foreign policy over the past year. So: more supply, less demand—what happens? Bond prices go down, resulting in higher yields for bond investors. That, in turn, means higher borrowing costs for everyone—including the U.S. government, businesses, and consumers. That's why, even with inflation falling, the 10-year hasn't followed the script. But here's where things get interesting. A new kind of buyer has started stepping in: stablecoin issuers. Stablecoins—like USDC and Tether—are digital tokens pegged to the U.S. dollar. They've become essential plumbing for the crypto economy, but their growth is increasingly relevant to the broader financial system. Why? Because in order to maintain their dollar peg, these companies need to back their coins with something stable—and that “something” is often short-term U.S. Treasuries. It turns out, that's a great business to be in. These stablecoin issuers collect real dollars, turn around, and invest them in T-bills yielding 5% or more. That spread—between what they earn and what they pay out—is pure profit. It's essentially a 21st-century version of a money market fund, just running on blockchain. And it's growing fast. Tether now holds more Treasuries than countries like Australia or Mexico. BlackRock has launched a tokenized Treasury fund that already has nearly $3 billion under management. And just this week, Mastercard announced that it's integrating USDC and other stablecoins for cross-border settlement. In other words, this isn't fringe anymore. It's moved into the mainstream, and it's growing quickly. Even lawmakers are catching up. Just this month, the U.S. Senate passed the GENIUS Act, a bipartisan bill that sets clear regulatory guidelines for stablecoins. It requires full backing by liquid assets—like Treasuries—and regular public disclosures. It's now headed to the House, and while not law yet, the momentum is clearly there. The takeaway? Regulatory clarity is coming, and that opens the door for large institutions, payment processors, and even governments to scale up stablecoin usage with confidence. So why does this matter for bond yields?

Tom Lee is launching an Ethereum treasury strategy similar to MicroStrategy's Bitcoin approach, highlighting the growing institutional interest in crypto and Ethereum's potential. The podcast discusses significant developments like Bitcoin ETF inflows, global banking adoption of crypto services, and the increasing mainstream acceptance of cryptocurrency investments. The hosts emphasize the ongoing crypto market evolution, with potential for further growth, institutional engagement, and emerging opportunities in stablecoins, tokenization, and ETF expansions.0:00 Intro0:02:37 Tom Lee explains his Ethereum treasury strategy, comparing it to MicroStrategy's Bitcoin approach.0:13:24 Brendan highlights that Bitcoin ETFs now hold 7% of Bitcoin's total supply, worth $150 billion.0:16:56 An independent investor advisor suggests up to 40% crypto exposure, citing massive changes in crypto adoption.0:21:30 SEC approves Grayscale's index ETF including Bitcoin, Ethereum, Solana, XRP, and Cardano.0:24:33 Tom Lee discusses market "churn", explaining why Bitcoin's price isn't moving dramatically despite ETF success.Check out Gemini Exchange: https://gemini.com/cardCheck out Plus500: https://plus500.comGet immediate access to my entire crypto portfolio for just $1.00 today! https://www.cryptorevolution.com/cryptnation-directGet your FREE copy of "Crypto Revolution" and start making big profits from buying, selling, and trading cryptocurrency today: https://www.cryptorevolution.com/freeMERCH STOREhttps://cryptorevolutionmerch.com/Subscribe to YouTube for Exclusive Content:https://www.youtube.com/@crypto101podcastFollow us on social media for leading-edge crypto updates and trade alerts:https://twitter.com/Crypto101Podhttps://instagram.com/crypto_101*This is NOT financial, tax, or legal advice*Boardwalk Flock LLC. All Rights Reserved 2025. ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬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▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬Our Sponsors:* Check out Gemini Exchange: https://gemini.com/card* Check out Plus500: https://plus500.com* Check out Plus500: https://plus500.comAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Asian equities were set to climb Friday following fresh highs for US stocks as strong jobs data eased concerns the economy slowing down. Treasuries fell and the dollar rose Thursday in a sign traders see less pressure on the Federal Reserve to cut interest rates after US jobs growth exceeded expectations in June. Swap traders saw almost no chance of a July Fed cut, compared with a roughly 25% probability seen before the data. The chance of a move in September ebbed to about 70%. We get reaction from Rob Haworth, Senior Vice President and Senior Investment Strategy Director at U.S. Bank Asset Management Group. Plus - US markets closed prior to the House passing President Donald Trump's tax bill that had weeks earlier sparked concerns over rising deficits. Separately, Trump also said his administration may begin sending out letters to trading partners as soon as Friday setting unilateral tariff rates ahead of a July 9 deadline for negotiations. Before the vote, we heard from Treasury Secretary Scott Bessent. He spoke with Bloomberg's Romaine Bostick and Matt Miller.See omnystudio.com/listener for privacy information.

Edward Dowd warns of a looming U.S. recession and a 40-50% stock market crash. In this rapid-fire chat with Kai Hoffmann, he explains how tariffs might flip inflation into deflation, why housing and AI stocks look fragile, what's next for the dollar, and why he's parking cash in short-term Treasuries and gold.#inflation #economy #gold ------------Thank you to our #sponsor KODIAK COPPER. Make sure to pay them a visit: https://kodiakcoppercorp.com/TSX-V: KDK | OTCQB: KDKCF | FRA: 5DD1------------

A rally in several big tech companies fueled gains in US stocks, with the market extending its advance as President Donald Trump said he reached a trade deal with Vietnam. Treasuries fell as a selloff in UK bonds underscored deficit worries. Following earlier losses driven by weak jobs data, the S&P 500 rose to fresh all-time highs. In the run-up to the jobs report, economists forecast employers added 110,000 jobs in June — the fewest in four months — amid a slight rise in the unemployment rate to 4.3%. The Bureau of Labor Statistics report is due Thursday, a day earlier than usual because of the Independence Day holiday. We get reaction to the day's market moves from Brian Krawez, President at Scharf Investments. Plus - the trade truce between Washington and Beijing may be holding for now, but China is increasingly wary about what's happening elsewhere: US efforts to forge deals that could isolate Chinese firms from global supply chains. Ahead of a July 9 deadline, US officials are deep in talks with major trading partners in Asia and Europe, pushing for new agreements that would include restrictions on Chinese content, or secure commitments to counter what Washington sees as China's unfair trade practices. In the first such deal, President Donald Trump on Wednesday announced a tiered tariff agreement with Vietnam. Exports to the US from the Southeast Asian nation will be charged a 20% rate, Trump said in a social-media post, with 40% levied on any goods deemed to be transshipped through the country. We get the latest from Jill Disis, Bloomberg News Desk Editor in Hong Kong. She speaks with Bloomberg's Shery Ahn and Haidi Stroud-Watts on The Asia Trade.See omnystudio.com/listener for privacy information.

Bitcoin hashrate is declining even as interest in Bitcoin ETFs is growing. Robinhood has launched stock tokens. And the great state of Texas has made gold and silver legal tender once again. Along with crypto we’ve got some AI news for you. Are you tired of winning yet? We aren’t. And we’re going to bring you more winning on our bad news episode #781 of The Bad Crypto Podcast. Full Show Notes at: http://badco.in/781 SUBSCRIBE, RATE, & REVIEW: Apple Podcast: http://badco.in/itunes Google Podcasts: http://badco.in/google Spotify: http://badco.in/spotify Amazon Music: http://badco.in/amazon FREE NFTs when you JOIN THE BAD CRYPTO NIFTY CLUB at https://badcrypto.uncut.network FOLLOW US ON SOCIAL MEDIA: Twitter: @badcryptopod - @joelcomm - @teedubya Facebook: /BadCrypto - /JoelComm - /teedubyaw Facebook Mastermind Group: /BadCrypto LinkedIn: /in/joelcomm - /in/teedubya Instagram: @BadCryptoPodcast Email: badcryptopodcast[at]gmail[dot]com Phone: SEVEN-OH-8-88FIVE- 90THIRTY DISCLAIMER: Do your own due diligence and research. Joel Comm and Travis Wright are NOT FINANCIAL ADVISORS. We are sharing our journey with you as we learn more about this crazy little thing called cryptocurrency. We make NO RECOMMENDATIONS. Don't take anything we say as gospel. Do not come to our homes with pitchforks because you lost money by listening to us. We only share with you what we are learning and what we are investing it. We will never "pump or dump" any cryptocurrencies. Take what we say with a grain of salt. You must research this stuff on your own! Just know that we will always strive for RADICAL TRANSPARENCY with any show associations. Support the show: https://badcryptopodcast.comSee omnystudio.com/listener for privacy information.

On today's show we are looking at what the Fed could do that would cause a major increase in demand for US Treasuries. If the demand for Treasuries were to increase, the prices would rise and the market rate for those bonds would fall. The US Treasury would no longer be dependent on the interest rate guidance coming from the Federal Reserve. That could save hundreds of billions per year in interest costs for the US government.--------------**Real Estate Espresso Podcast:** Spotify: [The Real Estate Espresso Podcast](https://open.spotify.com/show/3GvtwRmTq4r3es8cbw8jW0?si=c75ea506a6694ef1)   iTunes: [The Real Estate Espresso Podcast](https://podcasts.apple.com/ca/podcast/the-real-estate-espresso-podcast/id1340482613)   Website: [www.victorjm.com](http://www.victorjm.com)   LinkedIn: [Victor Menasce](http://www.linkedin.com/in/vmenasce)   YouTube: [The Real Estate Espresso Podcast](http://www.youtube.com/@victorjmenasce6734)   Facebook: [www.facebook.com/realestateespresso](http://www.facebook.com/realestateespresso)   Email: [podcast@victorjm.com](mailto:podcast@victorjm.com)  **Y Street Capital:** Website: [www.ystreetcapital.com](http://www.ystreetcapital.com)   Facebook: [www.facebook.com/YStreetCapital](https://www.facebook.com/YStreetCapital)   Instagram: [@ystreetcapital](http://www.instagram.com/ystreetcapital)  

Supply, Stalemate, and Strategy: A Data-Centric View on U.S. Housing with Chris Nebenzahl   Locked-In America: The Housing Market's Great Stall The U.S. housing market isn't just tight, it's inert. As Chris Nebenzahl, Housing Economist at John Burns Research and Consulting, puts it, America is experiencing a “lock-in effect” where millions of homeowners, beneficiaries of sub-3% mortgages from a prior era, have no incentive to move. Transactions, both in the for-sale and rental segments, are stalling. Inventory is constrained by economic rationality, not lack of demand. “The housing market thrives on constant moves,” Nebenzahl says. “But right now, across the housing spectrum, people are locked in.”   The result: record-low turnover in single-family and multifamily rentals, with occupancy propped up by immobility rather than expansion. In such a frozen ecosystem, prices remain surprisingly buoyant despite high rates – a divergence from textbook supply-demand dynamics.   The 5.5% Mortgage Threshold: A Reopening Trigger? The most actionable insight from Nebenzahl's research: housing won't truly unfreeze until mortgage rates return to a “magic number” of approximately 5.5%. That's the psychological and financial line at which the lock-in effect starts to meaningfully ease, based on historical demand models and borrower behavior.   With mortgage rates stuck between 6.5% and 7.5%, this still feels a long way off. Until that number is achieved, or until housing prices decline significantly, mobility will remain stifled. Notably, certain regions such as Florida, Texas, Arizona, and Tennessee are already seeing modest price declines, indicating that some pressure is starting to break through.   But Nebenzahl is clear: this isn't a repeat of 2008. “Nationwide, I think we'll see maybe a 1–2% decline in home values. We're nowhere near GFC territory,” he says. The real estate crash of yesteryear was a systemic event; today's stalling is more friction than fissure.   Bifurcation in Geography and Performance The story of U.S. housing is increasingly one of regional divergence. “It's a tale of two markets,” Nebenzahl observes. Northeast, Midwest, parts of the West Coast: Supply remains tight, pricing is stable or even rising, and rent growth is positive particularly in cities like Boston, Chicago, and San Francisco. Sunbelt metros like Austin, Dallas, Denver, Nashville: Facing ongoing rent declines and incentives as a wave of multifamily supply catches up with (and briefly outpaces) demand. What's driving this? In one word: inventory. “Austin, for example, has seen the most supply as a percentage of existing stock. That's softened rents, even though demand remains strong.”   The Quiet Strength of Rentals Despite oversupply in some markets, multifamily is holding up. Rents have stabilized, absorption remains healthy, and rent-to-income ratios are generally favorable. Nationwide, that ratio sits around 25%, well below the 30% threshold for ‘rent burden.' Even in supply-saturated markets like Austin, ratios hover near 20%, laying a foundation for recovery.   Why this resilience? A few reasons: Affordability gap: With for-sale housing out of reach for many due to both price and interest rates, renting becomes the only viable option. Mobility hedge: In uncertain economic times, the flexibility of a 12-month lease is more appealing than a 30-year mortgage. Demographic tailwinds: New household formation, though potentially threatened by labor market softness, is still skewing towards rentals. “The lion's share of household formation is going into rental,” Nebenzahl says. “Because of affordability challenges, and because people are hesitant to make long-term commitments.”   Cracks in the Foundation: Where Distress May Surface Still, there are stress points, especially in assets underwritten in the froth of 2021. “I'd be watching older vintage assets in oversupplied markets,” he says. “Many of those were acquired with floating rate debt and pro formas that didn't anticipate interest rates going from 0% to 5.5% overnight.”   These deals are now colliding with debt maturities, declining rents, and underwriting models that assumed permanent appreciation. That said, he does not forecast widespread defaults – more likely, selective distress in marginal players.   Risks on the Horizon: Immigration, Labor, and Fragility Beyond rates and rent rolls, Nebenzahl highlights three structural risks that CRE professionals should monitor closely: Immigration policy: Rental demand and construction labor both depend heavily on immigrant populations. Recent restrictions, including H1-B visa tightening and deportations, have had a measurable cooling effect. “Immigrants rent across the income spectrum,” he notes. “A slowdown hits both the demand side and the build (supply) side.” Aging trades workforce: With fewer young workers entering skilled trades, the industry faces a slow-burning capacity problem. The average age of electricians, plumbers, and roofers is steadily rising, and backfilling this labor pool remains an unsolved challenge. Tariffs and supply chain volatility: Tariffs on building materials could push up construction costs 2–3%, and as Nebenzahl notes, those costs would disproportionately impact steel-heavy high-rise multifamily more than low-rise SFR or garden-style.   Monetary Fog: The Fed, Rates, and Global Perception Much of the future, however, depends on interest rates and here Nebenzahl expresses qualified caution. While he believes we are “above neutral” levels now, he doesn't expect a return to near zero interest rates. “Even in a mild recession, I don't see the 10-year Treasury falling below 3–3.5%,” he says.   But more troubling is what he calls the “qualitative fog”: rising geopolitical tension, politicization of monetary policy, and eroding investor trust in American stability. “We're hearing less ‘there is no alternative' about the U.S.,” he says. “Foreign capital is pausing. Not exiting – but pausing.” That loss of automatic confidence in U.S. housing and Treasuries could ripple through cap rates and investment demand far more than a 25-basis-point Fed decision.   What to Watch: Nebenzahl's Key Indicators For professionals managing exposure in this market, Nebenzahl advises watching: Job growth – Still the most reliable proxy for household formation. Household formation – Where people are forming new households, rentals are likely to benefit. Treasury market confidence – A real-time referendum on U.S. economic credibility.   Final Thoughts: Where He'd Put $1 Million Today Asked how he'd allocate $1M today, Nebenzahl doesn't hesitate: “I'd split it between Midwest and Sunbelt rentals, multifamily and build-to-rent.”   He's not holding cash. He's not forecasting a crash. He's betting on rental fundamentals and long-term demographic logic.   “There's dry powder waiting to be deployed,” he concludes. “And multifamily is still one of the most institutionally resilient plays in U.S. real estate.”   *** In this series, I cut through the noise to examine how shifting macroeconomic forces and rising geopolitical risk are reshaping real estate investing.   With insights from economists, academics, and seasoned professionals, this show helps investors respond to market uncertainty with clarity, discipline, and a focus on downside protection.    Subscribe to my free newsletter for timely updates, insights, and tools to help you navigate today's volatile real estate landscape. You'll get: Straight talk on what happens when confidence meets correction - no hype, no spin, no fluff. Real implications of macro trends for investors and sponsors with actionable guidance. Insights from real estate professionals who've been through it all before. Visit GowerCrowd.com/subscribe Email: adam@gowercrowd.com Call: 213-761-1000

In a Monday announcement from Backed Finance, the company said its tokenized stocks product, xStocks, had launched with over 60 stocks becoming available on Bybit, Kraken and several Solana DeFi protocols, offering users exposure to traditional stocks via blockchain infrastructure.~This episode is sponsored by Tangem~Tangem ➜ https://bit.ly/TangemPBNUse Code: "PBN" for Additional Discounts!00:00 Intro00:15 Sponsor: Tangem00:48 Robinhood staking01:35 Competitive01:57 Liquid staking (put it to work)02:46 Solflare = No KYC03:12 Dividends03:42 ByBit04:08 Solana Summer l Xstocks metrics04:30 Raydium04:50 TeslaX05:05 Private companies05:15 TVL going to explode05:26 Vlad: internet crashed because of demand06:15 Seeker06:55 Apple AI07:25 Employees quitting l Disaster replacements07:47 Solana A.I.08:25 Airdrops08:40 Phygitals09:10 Solana ETF soon09:30 Outro#Solana #Crypto #investing ~Solana Summer Activated!

✔️ Sources: ► https://x.com/zackvoell/status/1940138241631387840?s=52&t=CKH2brGypO5fEYTgQ-EFhQ► https://www.figma.com/blog/s1-public/► https://x.com/BitcoinMagazine/status/1940137045516595364✔️ Check out Our Bitcoin Only Sponsors!► https://archemp.co/Discover the pinnacle of precision engineering. Our very first product, the bitcoin logo wall clock, is meticulously machined in Maine from a solid block of aerospace-grade aluminum, ensuring unparalleled durability and performance. We don't compromise on quality – no castings, just solid, high-grade material. Our state-of-the-art CNC machining center achieves tolerances of 1/1000th of an inch, guaranteeing a perfect fit and finish every time. Invest in a product built to last, with the exacting standards you deserve.► Join Our telegram: https://t.me/PlebUnderGroundChat #Bitcoin #crypto #cryptocurrency #dailybitcoinnews #memecoins The information provided by Pleb Underground ("we," "us," or "our") on Youtube.com (the "Site") our show is for general informational purposes only. All information on the show is provided in good faith, however we make no representation or warranty of any kind, express or implied, regarding the accuracy, adequacy, validity, reliability, availability, or completeness of any information on the Site. UNDER NO CIRCUMSTANCE SHALL WE HAVE ANY LIABILITY TO YOU FOR ANY LOSS OR DAMAGE OF ANY KIND INCURRED AS A RESULT OF THE USE OF THE SHOW OR RELIANCE ON ANY INFORMATION PROVIDED ON THE SHOW. YOUR USE OF THE SHOW AND YOUR RELIANCE ON ANY INFORMATION ON THE SHOW IS SOLELY AT YOUR OWN RISK.

You’ve heard of Bitcoin, but have you heard of “Bitcoin treasuries?” From Japan’s MetaPlanet to UK firms like Coincilium and The Smarter Web Company, 61 publicly listed companies have now adopted the strategy of holding Bitcoin on their balance sheets—not just as a speculative bet, but as a hedge against inflation and a way to lure investors hungry for crypto exposure. In this week’s episode of Merryn Talks Money, host Merryn Somerset Webb and Money Distilled author John Stepek are joined by Dominic Frisby, author of The Flying Frisby investment newsletter, to unpack this new strategy and whether the hype is grounded in value or hot air.See omnystudio.com/listener for privacy information.

En la hora de la inversión José Antonio Esteban nos explica cómo funciona la herramienta de mercados dentro de la plataforma de IronIA Fintech. Además en la Escuela de finanzas Ricardo Comín, Director Comercial en Vontobel Para Iberia nos cuenta la histórica huida de los Treasuries de EE.UU. ¿Qué son y por qué se consideran un refugio para los mercados? Por último Félix González, Socio director general de Capitalia Familiar Eafi recomienda a nuestra audiencia los mejores Fondos de inversión.

Vontobel defiende al Treasury a 10 años, el bono americano, como activo refugio para el medio-largo plazo, pese a las sacudidas y los temores que le han envuelto en los últimos tiempos. Tras un primer semestre en el hemos vivido la histórica huida de los Treasuries de EE.UU., Ricardo Comín, Director Comercial en Vontobel para Iberia ha destacado en Escuela de Finanzas en Capital Intereconomía, su relevancia y lo que importa a los mercados. Su dimensión es tal que ha recordado las palabras de un asesor del expresidente de EE.UU., Bill Clinton, para apuntar que “el mercado de bonos es lo que más asusta del mundo”. Trump no es el único que se asustó por los bonos La renta variable impacta en la economía pero la deuda es más radical porque al fin y al cabo financia sanidad, pensiones, motivo por el cual ha llegado a poner en jaque y hacer recular al mismo Donald Trump. Comín ha recordado cómo en el inIcio de este segundo mandato de Trump asistimos a un un hito que pilló a la mayoría desprevenidos: “En una situación que todo el mundo preveía, con la renta variable a la baja y las perspectivas de crecimiento corrigiendo a la baja, Trump apretaba con aranceles y se podía pensar que el flujo de dinero fuera a los bonos, pero no fue así, salió de los bonos americanos. Bajaron los precios y se ampliaron diferenciales, en un comportamiento contrario a lo que ha pasado en los últimos 45 años y dejó bastante fuera de juego a los mercados y a Trump que tuvo que parar los aranceles 90 días”. En “Escuela de Negocios”, el experto de Vontobel recordaba cómo Trump no ha sido el único que se asustó por los bonos; y que en Reino Unido, Liz Truss tuvo que dimitir cuando se peleó con el mercado de bonos” Ante la estampida de la RF y los largos plazos, la mirada se ha centrado en el sello de activo refugio del Treasury 10 años y para Vontobel está claro, el bono americano es refugio en el medio-largo plazo, sobre todo cuando todo vaya más a la normalidad y el presidente sea más predecible. El Treasury es un activo refugio Desde 1980 hasta ahora, son 45 años en los que se ha demostrado, ya fuera en 1987, cuando el S&P perdió un 31% en un día la rentabilidad pasó del 10,25 al 8,8%; o el estallido de las puntocom el bono estaba con rentabilidad del 6,78% y cuando remontaron los mercados en 2003, con la invasión de Irak en marzo, terminó el bono con rentabilidad del 3%, con lo que había perdido más de un 3% de rentabilidad. Efectivamente te indica que era refugio. Comín ha señalado que el bono americano que no es otra cosa que la deuda del mercado americano mueve cantidades espectaculares.Se dice que se mueven 900.000 millones de dólares en bonos a diario en compraventa de bonos americanos y en momentos punteros, 1,5 billones de los europeos, que es más que el PIB español. A lo que hay que añadir los futuros. Explica así como “gracias al bono americano no pagan tantos los impuestos los americanos”. Vontobel ve interesante comprar ahora el bono americano El mandato de la FED es controlar la inflación y desde Vontobel, en medio de la amenaza arancelaria que puede consolidar inflación, no espera gran reacción de la FED y esperan que lo hará cuando haya que empujar la economía. No somos proclives a pensar que pueda haber grandes movimientos en los tipos y ahora vemos interesante comprar ahora el bono americano. “A 3,20% es mucho y más con lo que viene por delante. COmpra interesante, pero no exenta de vaivenes, dependiendo de las cuestiones arancelarias”.

With President Trump set to announce Jerome Powell's replacement as Fed Chair “very soon”, policy is likely to turn more dovish. The Trump administration also received a boost with a Supreme Court ruling that federal district courts can no longer issue nationwide injunctions. Meanwhile, a trade deal with China has been signed.In the treasury market, two key developments signal more demand ahead. Firstly, changes to the Enhanced Supplementary Leverage Ratio could free up $5.5 trillion for low-risk assets, mainly treasuries. Additionally, the passing of the GENIUS Act by the US Senate introduces stablecoin regulations that could increase mainstream usage, which could in turn drive demand for treasuries. With these changes in pace, the worries about central banks selling treasuries seem less pressing – after all, as the old saying goes, “If you owe money to yourself, it's not really a problem.”

TODAY'S HEADLINESChainlink, a decentralized blockchain oracle network for crosschain communication, launched a compliance framework aimed at unlocking over $100 trillion worth of institutional investor capital for the cryptocurrency space.Today's letter is T for Trillion. - According to The Block, Hyperliquid perps volume tops $1.5 trillion over past year, with $300 million in cumulative revenue.BNB Chain updated today with the Maxwell Hardfork implementation, dropping BSC block time from 1.5s to just 0.75s!Spanish Guardia Civil arrested five members of a criminal network engaged in cryptocurrency investment fraud of 460 million, affecting 5,000 members.Finally, Shareholders of struggling Spanish chain Vanadi Coffee back €1 billion Bitcoin planQUICK BITEZArbitrum jumps 17% on speculation of partnership with RobinhoodMichael Saylor is buying again. Strategy Added 4,980 Bitcoin Last Week, Bringing Stack to 597,325 CoinsBitcoin mining difficulty sees biggest drop since 2021 China ban amid hashrate slumpTreasury Secretary Bessent says stablecoin legislation could be finalized by mid-July, and expects it to boost demand for U.S. Treasuries.And it wouldn't be a Monday without our checkin from downunder, Trader Cobb is here with his weekly market updates. Remember to follow him at @TraderCobb on X.Friends of the ShowC3The C3 team has more than 20 years of experience in journalism, including leading the editorial and content side of a major Web3 news publication. They are also experienced AI and Web3 PR professionals, regularly placing content in leading web3 and AI publications. C3's members previously co-founded the PR department at SCRIB3, and have experience with clients such as EigenLayer, VanEck, Monad, SKALE Network, LEVR Bet, Symmio, Camp Network, Evmos, Avail, Moonbeam, and others.WHERE TO FIND DCNdailycryptonews.nethttps://twitter.com/DCNDailyCryptoEMAIL the HostEmail: kyle@dailycryptonews.net Hosted on Acast. See acast.com/privacy for more information.

"The best time to buy Bitcoin was 12 years ago, but the second best time to buy Bitcoin was today," says Alexander Blume. He believes institutional investors and larger companies are taking notice by creating their own cryptocurrency treasuries. Alexander talks about the international institutions capitalizing on the crypto craze and the effectiveness of mirroring Strategy's (MSTR) success. He also believes Bitcoin will eventually break above $1 million.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Join January Jones in this exciting episode of Hot Topics on the Edge of Show as she chats with Ben Schiller, CoinDesk's managing editor for features and opinion. They dive into the increasing trend of Bitcoin treasury strategies, the Federal Reserve's new stance on banking for crypto companies, and what it means for the future of institutional adoption. Also, get the latest scoop on the evolving content strategy at CoinDesk and emerging trends like Web3 gaming, NFTs, and AI integration in crypto. Perfect for anyone interested in the dynamic world of cryptocurrency!Support us through our Sponsors! ☕

Connect with Onramp // Onramp Terminal // Richard Byworth on X // Syz Capital // Bram Kanstein on XThe Last Trade: a weekly, bitcoin-native podcast covering the intersection of bitcoin, tech, & finance on a macro scale. Hosted by Jackson Mikalic, Michael Tanguma, & Brian Cubellis. Join us as we dive into what bitcoin means for how individuals & institutions save, invest, & propagate their purchasing power through time. It's not just another asset...in the digital age, it's The Last Trade that investors will ever need to make.00:00 - Welcoming Back Richard Byworth01:15 – Bitcoin as the Hurdle Rate07:37 – Rise of Bitcoin Treasury Companies09:34 – Strategy's “21-21 Plan” & Market Reaction16:25 – Retail Participation & Counterparty Risk22:14 – Cultural Rift: Bitcoin Maxis vs TradFi Infiltration27:46 – Custody, Governance, and Hidden Risks30:10 – Geographic Arbitrage: Why the UK & Japan Are Hotbeds39:54 – Bitcoin as Mortgage Collateral: FHFA Policy Shift47:17 – Bitcoin's Role in Recapitalizing Debt Markets50:02 – Why Bitcoin Isn't $250K (Yet)54:31 – Patience, Conviction, and the Fiat Mind Virus58:10 – Are BTC Treasury Companies Just ICOs in Disguise?01:06:07 – ICO PTSD & the Need for Disciplined Diligence01:10:43 – Final Thoughts & BPI Summit Recap01:14:26 – Outro & DisclaimerPlease subscribe to Onramp Media channels and sign up for weekly Research & Analysis to get access to the best content in the ecosystem weekly.

Luke Gromen, founder of FFTT, joins the Julia La Roche Show for episode 269 for his latest macro update. Gromen argues the US government is in fiscal dominance, spending over 100% of tax receipts on entitlements and interest payments alone. He says Fed Chair Powell faces a binary choice between crushing the dollar through inflation or crushing the bond market through higher rates. Gromen notes that funding currency relationships between the yen and dollar have broken down, signaling both central banks are cornered. He advocates getting out of government bonds and into hard assets like gold and Bitcoin, predicting that retail investors holding long-term Treasuries will be the biggest losers. Gromen believes Trump officials are "begging" for rate cuts because they know the fiscal math doesn't work without negative real interest rates.Sponsors: Monetary Metals: https://monetary-metals.com/julia⁠ Kalshi: ⁠https://kalshi.com/julia Links: website: https://fftt-llc.com/ Twitter/X: https://twitter.com/lukegromen00:00 Introduction and welcome back Luke Gromen01:01 Funding currency relationships breaking down 07:58 Meta trade: exit government bonds, buy hard assets 12:27 Gold still early - central banks driving demand 14:47 Trump officials begging for rate cuts - Fed cornered 16:56 Stablecoin plan requires much higher Bitcoin 20:33 Dollar/bond correlations broken - foreigners selling Treasuries 27:11 Powell's binary choice: crush dollar or bonds 34:14 Fiscal dominance: interest expense >95% of receipts 37:08 DOGE failed - needed dollar devaluation first 39:25 Portfolio: overweight gold, Bitcoin45:18 Two scenarios: Powell cuts vs. doesn't cut rates 48:54 Retail investors stuck holding long-term bonds 52:04 Closing remarks

Watch the video version on YouTube Municipal bonds have struggled so far in 2025 as increased issuance and elevated volatility have weighed on prices. However, with risks to the current economic expansion rising, the case for munis has only grown more compelling. On a tax-equivalent basis, muni yields are higher relative to Treasuries and compete with those offered by corporate credit. Additionally, the muni yield curve is steeper than other markets, meaning investors are compensated more for extending duration. At the same time, they have less credit risk. Not only do state balance sheets look healthy but across credit ratings, municipal bond default rates have been consistently lower than those of corporate bonds. All this said, the sector is not without its challenges. Federal spending cuts, tariffs and restrictive immigration policies could disrupt activity across municipalities, although these impacts will be felt differently across sectors and regions. On this episode of Insights Now, Gabriela Santos is joined by Neene Jenkins, Head of Municipal Credit Research, to discuss Neene's outlook for the sector. Subscribe to the Notes on the Week Ahead podcast for more insights from Dr. David Kelly: Apple Podcasts | Spotify     

We’re switching things up a little, today’s episode is Suze School. Suze starts off with a recap of where things are, right now, in the economy and what effects recent world events have on it. Then Suze explains dividend paying stocks and Treasuries and why you should consider one over the other. Watch Suze’s YouTube ChannelJumpstart financial wellness for your employees: https://bit.ly/SecureSave Protect your financial future with the Must Have Docs: https://bit.ly/3Vq1V3GGet your savings going with Alliant Credit Union: https://bit.ly/3rg0YioGet Suze’s special offers for podcast listeners at suzeorman.com/offerJoin Suze’s Women & Money Community for FREE and ASK SUZE your questions which may just end up on the podcast. Download the app by following one of these links: CLICK HERE FOR APPLE: https://apple.co/2KcAHbH CLICK HERE FOR GOOGLE PLAY: https://bit.ly/3curfMISee omnystudio.com/listener for privacy information.

Tom Bodrovics welcomes back Don Durrett, author, investor, and founder of GoldStockData.com, to delve into the current state of the gold and silver markets, the broader economy, and what investors should watch for in the coming months. Don begins by noting that gold has been in a bull market since late 2019, with a significant breakout in March 2024. Despite the recent surge, he believes the bull market in mining stocks is still in its early stages, with higher lows signaling a potential breakout. However, he cautions that sentiment remains weak, partly due to the strong performance of the stock market, which has overshadowed gold. Drawing parallels to the 1970s, Don explains that gold and miners typically perform well during periods of economic uncertainty or when the stock market falters, a scenario he sees as increasingly likely. Don shifts to the macroeconomic landscape, highlighting the unsustainable U.S. budget deficit, which is approaching $2 trillion annually, and the need to roll over $7 trillion in debt this year. He warns that the debt burden, combined with declining foreign purchases of U.S. Treasuries, could lead to higher interest rates and inflation. Don predicts a looming recession, driven by factors like weakening full-time employment, a housing bubble, and the inflationary impact of tariffs, particularly if President Trump follows through with significant tariff increases on July 9th. He believes these tariffs could exacerbate economic weakness, leading to a prolonged downturn reminiscent of Japan's "lost decade" in the 1990s, where monetary policy failed to revive growth. Discussing gold and silver, Don emphasizes that their bull markets are tied to economic instability and a potential "fear trade," where investors shift away from equities and into safe-haven assets. He notes that silver, currently undervalued relative to gold, could see a surge in demand, particularly if shortages emerge. Don also touches on Mexico's mining policies under President Claudia Sheinbaum, which could restrict new mining concessions, though he doesn't see this as a major near-term threat to silver supply. He concludes by urging investors to focus on the long-term potential of gold and silver, particularly as the U.S. economy faces mounting challenges. Timestamps:00:00:00 - Introduction00:01:06 - Mkt. Forecast 2025/202600:04:50 - Metals - Wall of Worry00:09:13 - The Macro Picture00:19:38 - U.S. Short-Term Debt00:31:08 - Trump, The Fed & Powell00:38:55 - Oil & U.S. Recession00:41:00 - T-Bills, Dollar & Game Theory00:53:20 - A Silver Bull Trap?01:04:16 - New Era for Metals01:05:55 - PM Shortages Coming?01:07:10 - Mexican Silver Permitting01:15:05 - Wrap Up Guest Links:X: https://x.com/DonDurrettWebsite: https://www.goldstockdata.comSubstack: https://dondurrett.substack.comAmazon Books: https://www.amazon.com.mx/How-Invest-Gold-Silver-Complete/dp/1427650241Blog Posts: https://seekingalpha.com/author/don-durrett#regular_articlesYouTube: https://www.youtube.com/user/Newager23 Don Durrett received an MBA from California State University Bakersfield in 1990. He has worked in IT-related positions for 20+ years. He has been a gold investor since 1991, with a focus on Junior Mining stocks since 2004. Realizing the value of investing in gold and silver and noticing the lack of available material for first-time investors, Don set out to provide information. First, he wrote a book, How to Invest in Gold & Silver: A Complete Guide with a Focus on Mining Stocks. He followed up the book with a website (www.goldstockdata.com) to provide data, tools, and analysis for gold and silver stock investors. His gold and silver mining stock newsletter is widely regarded as one of the best. He is a frequent guest on financial podcasts and a contributor to SeekingAlpha.com.

Economist-strategist David Woo says investors are mis-pricing everything: Trump's soon-to-be revived tariff war, China's rare-earth dominance, and an AI bubble that's ripe to burst. Betting on U.S. equities while ignoring these risks, he argues, is the fastest way to get burned. In this explosive interview with Maggie Lake, Woo explains why: Higher tariffs will crush corporate margins and crush stocks, not simply raise inflation. Trump's aggressive new tariffs are his only weapon against America's twin deficits. Retail traders are driving a bubble built on false assumptions. Bonds are undervalued and offer better risk-reward than equities. The AI boom is overhyped, with China catching up fast, and Tesla & Nvidia in the crosshairs. Crypto donations, not policy, are behind Washington's sudden Bitcoin embrace, risking the dollar and Treasuries. Tariff Volatility got you concerned? Get a free portfolio review with Wealthion's endorsed financial advisors at https://bit.ly/44zABoh Hard Assets Alliance - The Best Way to Invest in Gold and Silver: https://www.hardassetsalliance.com/?aff=WTH Chapters: 0:24 - Iran Strike Fallout: Can Markets Handle the Heat? 1:55 - David Woo's Crystal Ball: How He Called the Attack 5:20 - Did Trump Torch the “Taco”? 13:15 - Tariff Whiplash: Will American Wallets Feel the Pain? 21:06 - Risk-Off Alarm: Should You Dump Equities Now? 30:05 - “Go Crazy” Tariffs: Trump's Wild Card or Real Threat? 38:59 - Triple Crash Setup: Stocks, Bonds, and the Dollar 47:24 - Crypto War Chest: When Donations Become Power 50:10 - Wealthion's Golden Nugget: AI Bubble - The Monster Lurking in Silicon Valley Connect with us online: Website: https://www.wealthion.com X: https://www.x.com/wealthion Instagram: https://www.instagram.com/wealthionofficial/ LinkedIn: https://www.linkedin.com/company/wealthion/ #Wealthion #Wealth #Finance #Investing #DavidWoo #TradeWar #Tariffs #StockMarketCrash #Bonds #AIbubble #RareEarths #Macro #Geopolitics #TrumpEconomy ________________________________________________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests do not necessarily reflect the views of Wealthion. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields. While we value and appreciate the insights shared by our esteemed guests, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion. These opinions should not replace your own due diligence or the advice of a professional financial advisor. We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so. The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust. Learn more about your ad choices. Visit megaphone.fm/adchoices

Long-dated US Treasuries, the most popular go to assets in times of uncertainty, have done a disappointing job this year of dampening volatility in portfolios. So what might you favour instead? Fund managers Mike Riddell and Tim Foster join Seb Morton-Clark and Katie Roberts to discuss what investors need to consider when they're looking for the bonds that can shore up their allocations. And analyst Andressa Tezine explains why 2025 might be the year for emerging markets and where to look for yield.See omnystudio.com/listener for privacy information.

Tom Bodrovics welcomes back Adrian Day, CEO of Adrian Day Asset Management and Manager of the Euro Pacific Gold Fund, to discuss the economic and monetary landscape under President Trump's second term, the implications of tariffs, and the outlook for gold and other commodities. Adrian begins by addressing the potential impact of Trump's trade policies, particularly tariffs, on inflation and the global financial system. He argues that while tariffs are often seen as inflationary, they can be deflationary by reducing demand for certain goods. However, he warns that a weakening U.S. dollar and a potential loss of its reserve currency status could lead to higher inflation domestically, as dollars previously held abroad return to the U.S. Adrian emphasizes that while the U.S. dollar's dominance is not immediately threatened, Trump's policies could accelerate its decline, with significant consequences for the economy. The conversation then shifts to the U.S. debt market, where Adrian highlights the challenges of financing the growing deficit. He notes that major buyers of U.S. Treasuries, such as China and Japan, are reducing their holdings, and domestic buyers like regional banks and the Federal Reserve are also pulling back. This could lead to higher interest rates and increased pressure on the U.S. economy. Adrian predicts that the Federal Reserve may eventually return to quantitative easing (QE) to support the bond market, which would be bullish for gold. He also discusses the disconnect between gold prices and gold mining stocks, attributing it to the lack of participation from North American investors. However, he believes this is changing as economic conditions shift, with gold stocks offering significant value and expanding margins. Adrian also touches on other commodities, particularly copper and uranium, which he sees as critical for the global energy transition. He concludes by advising investors to focus on value rather than price, emphasizing that the gold market is still in its early stages of a bull run. Timestamps:0:00:00 - Introduction00:01:22 - Trump & U.S. Trade Policy00:06:30 - Multi Res. Currency World00:09:13 - A Bretton Woods Event?00:13:42 - Cad. Dairy & Tariffs00:15:57 - U.S. Economic Concerns?00:22:12 - U.S. Debt Global Outlook00:34:26 - Fed Rates & Q.E.00:40:20 - Gold & Market Participants00:45:28 - Gold Sentiment00:48:28 - Gold & Geopolitical Risk00:51:58 - Monetary Response & Gold00:54:39 - Gold Price & Mining Equities01:00:29 - GSR, Silver, & Cycles01:05:02 - Royalty Companies & Value01:07:30 - Capital & Explorers01:10:42 - Other Sectors/Countries01:16:12 - Concluding Thoughts Guest Links:Website: https://adrianday.com/ Adrian Day is considered a pioneer in promoting the benefits of global investing in the United Kingdom. A native of London, after graduating with honors from the London School of Economics, Mr. Day spent many years as a financial investment writer, where he gained a large following for his expertise in searching out unusual investment opportunities around the world. He has also authored two books on the subject of global investing: International Investment Opportunities: How and Where to Invest Overseas Successfully and Investing Without Borders. His latest book, widely praised by readers, is Investing in Resources: How to Profit from the Outsized Potential and Avoid the Risks (Wiley, 2010). Mr. Day is a recognized authority in both global and resource investing. He is frequently interviewed by the press, domestically and abroad. He is a popular speaker and is frequently invited to lecture at financial conferences and seminars around the world. His pleasures include fine dining, reading (especially history), and the opera.

Chief Market Strategist Matt Orton, CFA, and Market Strategy Research Associate Joey Del Guercio, CFA, delve into how to calibrate the case for global equities. They also explore what the conflict between Israel and Iran could mean for oil— and everything else —alongside Matt's takeaways from his recent trip to India, submersible drones and the evolution of military spending, what Treasuries can do that gold can't, and more.

This week, Natalie Brunell is joined by Jeff Walton, Ben Werkman, and Tim Kotzman of MSTR True North to explore how forward-thinking companies are embracing Corporate Bitcoin Treasuries and revolutionizing Investor Relations in the digital age. True North is a "supergroup investment club charting the edge of the new financial frontier." Together, they discuss why adding Bitcoin to a corporate balance sheet is becoming a strategic move, how Bitcoin is reshaping financial transparency, and what the future holds for corporate communication with investors. MSTR True North founder Jeff Walton's background is in reinsurance. Follow Jeff on X at https://x.com/PunterJeff Ben Werkman is the CIO of Swan. Follow Ben on X at https://x.com/BenWerkman Tim Kotzman is an investor and host of The Bitcoin Treasuries Podcast. Follow Tim on X at https://x.com/TimKotzman  --- Who is True North? A decentralized collective of investors, analysts, and capital structure nerds exploring the outer edges of Bitcoin, $MSTR, collateralized finance and macro econ. From balance sheets to basis trades, we follow and emit signal with conviction—and a healthy disregard for conventional wisdom. Learn more at https://www.mstrtruenorth.com/about/.  ---- Coin Stories is powered by Bitwise. Bitwise has over $10B in client assets, 32 investment products, and a team of 100+ employees across the U.S. and Europe, all solely focused on Bitcoin and digital assets since 2017. Learn more at https://www.bitwiseinvestments.com  ---- Natalie's Bitcoin Product and Event Links: Earn 2-4% back in Bitcoin on all your purchases with the orange Gemini Bitcoin credit card: https://www.gemini.com/natalie   Secure your Bitcoin with collaborative custody and set up your inheritance plan with Casa: https://www.casa.io/natalie  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  For easy, low-cost, instant Bitcoin payments, I use Speed Lightning Wallet. Get 5000 sats when you download using this link and promo code COINSTORIES10: https://www.speed.app/sweepstakes-promocode/  Safely self-custody your Bitcoin with Coinkite and the ColdCard Wallet. Get 5% off: https://store.coinkite.com/promo/COINSTORIES  River is where I DCA weekly and buy Bitcoin with the lowest fees in the industry: https://partner.river.com/natalie   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=  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   Your Bitcoin oasis awaits at Camp Nakamoto: A retreat for Bitcoiners, by Bitcoiners. Code HODL for discounted passes: https://massadoptionbtc.ticketspice.com/camp-nakamoto      ---- 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

A crypto enthusiast once wrote on Reddit, “Bitcoin is like winning the lottery in slow motion.” That might be a stretch, but one thing's clear: Bitcoin and other cryptocurrencies aren't going anywhere. Today, Mark Biller joins us to unpack how crypto is moving into the mainstream and what that means for investors trying to make wise decisions.Mark Biller is Executive Editor and Senior Portfolio Manager at Sound Mind Investing, an underwriter of Faith & Finance.Two Big Takeaways for Crypto InvestorsHere are two key insights to help investors make sense of today's crypto market:Bitcoin Stands Apart – It's critical to understand that Bitcoin is not like the rest of the crypto world. It has emerged as a unique and dominant force, with widespread adoption, while other cryptocurrencies remain highly speculative. Bitcoin Has Reached Critical Mass – Thanks to regulatory shifts and institutional adoption, Bitcoin seems to be here to stay. In just a few years, we've gone from government hostility toward crypto to SEC-approved Bitcoin ETFs and even a pro-crypto administration in the White House.Bitcoin was the original cryptocurrency, launched in 2008, and today it represents about 60% of the entire crypto market. It's gained institutional interest and widespread regulatory acceptance. By contrast, the remaining 40% of the crypto universe is fragmented, filled with thousands of projects, many of which will not survive.Think of most other cryptos not as currencies but as startup tech ventures. That helps frame their high risk and their potential for failure. Bitcoin, meanwhile, has arrived. The rest? They're still trying to prove themselves.Bitcoin as an Investment: What's Changed?Many early Bitcoin advocates hoped it would serve as a usable currency outside of traditional financial systems. But that vision has mostly faded. Today, most investors treat Bitcoin like digital gold—a store of value designed to hedge against inflation and the devaluation of fiat currencies.It's volatile, yes. But its built-in scarcity (only 21 million bitcoins will ever exist) appeals to those who fear government overreach or reckless monetary policy. Bitcoin's not just for tech enthusiasts anymore—it's becoming a strategic asset for serious investors.Generational preferences also shape Bitcoin's rise. Younger investors, raised in a digital world of apps and virtual marketplaces, are far more comfortable with digital assets. What gold has long been to older generations, Bitcoin is becoming to younger ones: a hedge against inflation and a symbol of financial independence.In fact, Bitcoin's correlation with gold has grown significantly in recent years, signaling that institutions are viewing it in similar terms.Institutions and Even Nations Are Paying AttentionIt's not just individuals diving into Bitcoin. Global events—especially the 2022 freezing of Russian reserve assets—have prompted many nations to reassess their reliance on U.S. Treasury bonds. The result? A surge in gold buying by central banks, and increasing openness to alternatives like Bitcoin among private investors.While governments aren't yet buying Bitcoin, there's reasonable evidence to suggest that gold investors are starting to “skate to where the puck is going,” diversifying small portions of their portfolios into Bitcoin as a forward-looking strategy.With that being said, should we be concerned about the global shift away from U.S. treasuries?Not immediately. While a shift away from U.S. Treasuries could eventually raise interest rates and borrowing costs, the dollar still holds dominant status in global transactions. But it's a trend worth watching. It's a slow-motion problem—more of a simmer than a flashpoint.So…Should You Invest in Bitcoin?It depends. Investors with a strong risk tolerance and a positive outlook on gold might allocate a small portion (less than 5%) of their portfolio to Bitcoin or Bitcoin ETF's. The key is position sizing—keeping it small due to Bitcoin's extreme volatility.However, we want to be crystal clear: this only applies to Bitcoin, not to the rest of the crypto space, which still carries a high risk of going to zero.If you're curious to explore more, check out the full article, Bitcoin (& Crypto) Go Mainstream: What You Need To Know, at SoundMindInvesting.org. The SMI team also offers a Bitcoin-inclusive ETF for those looking to dip a toe into this asset class as part of a broader, biblically informed strategy.At the end of the day, financial stewardship isn't about chasing trends—it's about making wise, measured decisions rooted in truth. And with the right knowledge, even complex topics like crypto can be approached with confidence.On Today's Program, Rob Answers Listener Questions:I currently have about $1 million in an active 401(k) with a major financial institution. I'd like to transfer those existing funds to another custodian, where I can earn a guaranteed interest rate. However, I also want to continue contributing to my current 401(k) through my employer, taking on more investment risk with those new contributions. Is that possible?My husband and I live with my father-in-law, and the house needs some repairs. He's offered to loan us the money from his retirement account to cover the costs, but he's asking us to help pay the taxes he would owe on the distribution. Is that a wise arrangement?Resources Mentioned:Faithful Steward: FaithFi's New Quarterly Magazine (Become a FaithFi Partner)Bitcoin (& Crypto) Go Mainstream: What You Need To Know by Mark Biller (Sound Mind Investing Article)Wisdom Over Wealth: 12 Lessons from Ecclesiastes on MoneyLook At The Sparrows: A 21-Day Devotional on Financial Fear and AnxietyRich Toward God: A Study on the Parable of the Rich FoolFind a Certified Kingdom Advisor (CKA) or Certified Christian Financial Counselor (CertCFC)FaithFi App Remember, you can call in to ask your questions most days at (800) 525-7000. Faith & Finance is also available on the Moody Radio Network and American Family Radio. Visit our website at FaithFi.com where you can join the FaithFi Community and give as we expand our outreach.

Is the threat of World War III finally off the table? Lance Roberts breaks down the latest developments in global conflict and what they mean for financial markets. From oil prices and defense stocks to safe-haven assets like gold and Treasuries, we'll unpack how investors should think about geopolitical risk now. Are markets too complacent—or is the worst truly behind us? Is Apple dead? Lance addresses a YouTube Chatroom query with analysis of how Apple continues to do well, despite a paucity of innovation; why 420 ETF's all own Apple; the evolution of the smartphone. Why you need Apple in your portfolio. What is the next narrative of the Summer? Is the Fed trapped (again)? SEG-1: Markets & The End of WW3 SEG-2 Is Apple Dead (It's not growing...) SEG-3: Why You Need Apple in Your Portfolio SEG-4: Cease Fire Violations & Summer's Next Narrative RIA Advisors Chief Investment Strategist Lance Roberts, CIO, Produced by Brent Clanton, Executive Producer ------- Watch today's video on YouTube: https://www.youtube.com/watch?v=aTZR3PEvaxc&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=3s ------- Articles mentioned in this show: "Iran Struck By U.S.: Markets, Risk, and Rational Investing" https://realinvestmentadvice.com/resources/blog/iran-stuck-by-u-s-markets-risk-and-rational-investing/ "The Dollar's Death Is Greatly Exaggerated" https://realinvestmentadvice.com/resources/blog/the-dollars-death-is-greatly-exaggerated/ "Oil Price Rise, Not Tariffs, Will Cause CPI To Tick Up" https://realinvestmentadvice.com/resources/blog/oil-price-rise-not-tariffs-will-cause-cpi-to-tick-up/ "The Iran-Israel Conflict And The Likely Impact On The Market" https://realinvestmentadvice.com/resources/blog/the-iran-israel-conflict-and-the-likely-impact-on-the-market/ ------- The latest installment of our new feature, Before the Bell, "Markets' Bullish Prelude to July," is here: https://www.youtube.com/watch?v=DiUwcZ7ujqU&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "U.S. Strikes Iran: How to Invest When Geopolitics Explode" https://www.youtube.com/watch?v=L5GDPILjaAY&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=3s ------- Register for our next live webinar, "Financial Independence Candid Coffee," June 28, 2025: https://streamyard.com/watch/BUr4UuRVt6Uj ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #MarketRally #MarketConsolidation #BullishMarket #IranIsraelConflict #WorldWar3 #GeopoliticsAndMarkets #WarImpactOnStocks #GlobalConflict #FinancialMarketsToday #GeopoliticalRisk #StockMarketNews #IranUSConflict #SmartInvesting #MarketVolatility #InvestingAdvice #Money #Investing

Is the threat of World War III finally off the table?  Lance Roberts breaks down the latest developments in global conflict and what they mean for financial markets. From oil prices and defense stocks to safe-haven assets like gold and Treasuries, we'll unpack how investors should think about geopolitical risk now. Are markets too complacent—or is the worst truly behind us? Is Apple dead? Lance addresses a YouTube Chatroom query with analysis of how Apple continues to do well, despite a paucity of innovation; why 420 ETF's all own Apple; the evolution of the smartphone. Why you need Apple in your portfolio. What is the next narrative of the Summer? Is the Fed trapped (again)? SEG-1: Markets & The End of WW3 SEG-2 Is Apple Dead (It's not growing...) SEG-3: Why You Need Apple in Your Portfolio SEG-4: Cease Fire Violations & Summer's Next Narrative RIA Advisors Chief Investment Strategist Lance Roberts, CIO,   Produced by Brent Clanton, Executive Producer ------- Watch today's video on YouTube: https://www.youtube.com/watch?v=aTZR3PEvaxc&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=3s ------- Articles mentioned in this show: "Iran Struck By U.S.: Markets, Risk, and Rational Investing" https://realinvestmentadvice.com/resources/blog/iran-stuck-by-u-s-markets-risk-and-rational-investing/ "The Dollar's Death Is Greatly Exaggerated" https://realinvestmentadvice.com/resources/blog/the-dollars-death-is-greatly-exaggerated/ "Oil Price Rise, Not Tariffs, Will Cause CPI To Tick Up" https://realinvestmentadvice.com/resources/blog/oil-price-rise-not-tariffs-will-cause-cpi-to-tick-up/ "The Iran-Israel Conflict And The Likely Impact On The Market" https://realinvestmentadvice.com/resources/blog/the-iran-israel-conflict-and-the-likely-impact-on-the-market/ ------- The latest installment of our new feature, Before the Bell, "Markets' Bullish Prelude to July," is here:  https://www.youtube.com/watch?v=DiUwcZ7ujqU&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1  ------- Our previous show is here: "U.S. Strikes Iran: How to Invest When Geopolitics Explode" https://www.youtube.com/watch?v=L5GDPILjaAY&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=3s ------- Register for our next live webinar, "Financial Independence Candid Coffee," June 28, 2025: https://streamyard.com/watch/BUr4UuRVt6Uj ------- Get more info & commentary:  https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #MarketRally #MarketConsolidation #BullishMarket #IranIsraelConflict #WorldWar3 #GeopoliticsAndMarkets #WarImpactOnStocks #GlobalConflict #FinancialMarketsToday #GeopoliticalRisk #StockMarketNews #IranUSConflict #SmartInvesting #MarketVolatility #InvestingAdvice #Money #Investing

How are investors affected by rising U.S. government debt? • 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.

Tether CEO Paolo Ardoino returns to Bankless at a historic moment for stablecoins. With the Genius Act advancing in the U.S. Congress, Paolo discusses what regulatory clarity means for Tether, the future of USDT, and the company's plans to launch a domestic stablecoin. We explore the Circle IPO hype, Tether's eye-popping profits, its growing presence in the U.S. Treasuries and Bitcoin mining, and how grassroots distribution across emerging markets powers its dominance. Paolo also gives a glimpse into Tether's ambitions in AI, tokenized gold, and the battle to distribute the dollar where banks can't reach. ------

Season 3, Episode 3: Tommy Lee, Global Head of Capital Markets at Trammell Crow Company, joins No Cap podcast for a deep dive into the return of institutional capital—and what it signals for commercial real estate in 2025. Under Lee's leadership, Trammell Crow has raised and deployed over $22 billion since 2018, fueling large-scale development across major U.S. markets. In this episode, he breaks down how global capital is reentering the space, what risks are being mispriced, and why some deals just don't pencil—no matter how they look on paper. We discuss: – The return of institutional investors and what it means for deal flow – Execution risk and capital stack dynamics in today's market – Why distressed deals might not be the opportunity everyone thinks – The illusion of “risk-free” Treasuries and potential cracks in the system Thomas doesn't hold back—and his perspective offers rare insight into how one of the industry's top players is navigating the current CRE landscape. TOPICS 00:00 – Introduction 05:00 – CRE Pipeline Activity and Investor Sentiment 10:00 – Managing Relationships and Finding Real Opportunity 15:00 – Office Skepticism and Repositioning Challenges 20:02 – What the Capital Markets Team Is Seeing Nationwide 25:00 – Risk, Return, and Raising Capital in Today's Climate 30:00 – Creative Structuring and Non-Traditional Capital 35:00 – What LPs Care About in 2025 40:00 – Regional Plays, Execution Risk, and Exit Timing 45:00 – What Makes a Deal Worth Saying No To 50:00 – Advice for the Next Generation of Real Estate Leaders Shoutout to our sponsor, InvestNext. One platform to raise and manage capital for real estate investment. For more episodes of No Cap by CRE Daily visit https://www.credaily.com/podcast/ Watch this episode on YouTube: https://www.youtube.com/@NoCapCREDaily About No Cap Podcast Commercial real estate is a $20 trillion industry and a force that shapes America's economic fabric and culture. No Cap by CRE Daily is the commercial real estate podcast that gives you an unfiltered ”No Cap” look into the industry's biggest trends and the money game behind them. Each week co-hosts Jack Stone and Alex Gornik break down the latest headlines with some of the most influential and entertaining figures in commercial real estate. About CRE Daily  CRE Daily is a digital media company covering the business of commercial real estate. Our mission is to empower professionals with the knowledge they need to make smarter decisions and do more business. We do this through our flagship newsletter (CRE Daily) which is read by 65,000+ investors, developers, brokers, and business leaders across the country. Our smart brevity format combined with need-to-know trends has made us one of the fastest growing media brands in commercial real estate.

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 [DS]/[CB] are pushing back using the Federal Reserve, what we are seeing is the same thing we see with the judicial branch. Sometimes the people must see it. Trump is building parallel economy and now he wants the Genius act passed so cryptos can support the currency. The transition away from the [CB] has begun, gold will be last. The [DS] has been stripped of funding, intelligence and their terrorist army. The [DS] has been weakened beyond belief and the D's are hanging on by a thread. Iran contacted Trump and within the next two weeks we will see if the [DS] surrenders or they are going to fight. Trump has now messaged that the patriots have taken control by raising the flag at the White House. We are witnessing the cleanup operation.   Economy https://twitter.com/C_3C_3/status/1935402446848680019 (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/BasedMikeLee/status/1935400301973897410   https://twitter.com/SecScottBessent/status/1935404649718157691  to establishing the United States as a hub for digital asset innovation, and the GENIUS Act moves us one step closer to that goal.  (Guiding and Establishing National Innovation for U.S. Stablecoins of 2025), a bill passed by the U.S. Senate with a 68-30 vote on June 17, 2025. This legislation establishes the first federal regulatory framework for stablecoins, which are cryptocurrencies pegged to assets like the U.S. dollar to maintain a stable value. The bill aims to:  It mandates that stablecoins be fully backed by liquid assets (e.g., U.S. dollars or Treasury bills), requires issuers to hold proper licenses, enforces anti-money laundering checks, and demands monthly reserve disclosures for transparency.    Supporters, including Trump, argue it positions the U.S. as a global leader in digital assets by fostering innovation, protecting consumers, and maintaining the dominance of the U.S. dollar in the digital economy. The bill is seen as a step toward integrating stablecoins into mainstream finance, potentially lowering transaction costs and enabling instant payments.  Advocates claim it could unlock significant economic benefits, such as reducing government borrowing costs, attracting investment, and growing the stablecoin market (projected to reach $3.7-$4 trillion). It's also expected to drive demand for U.S. Treasuries and onboard millions into the dollar-based digital economy. Trump's urgency for the House to pass a “clean” version—without amendments—stems from concerns that changes could delay the process, as any modifications would require Senate reconciliation. He's pushing for swift action to sign it into law before the August 2025 recess, aligning with his broader vision of making the U.S. a crypto hub. He is saving Gold for last 2619 Dec 12, 2018 7:01:15 PM EST Q !!mG7VJxZNCI ID: 089200 No. 4281049  Dec 12, 2018 6:57:57 PM EST Anonymous ID: 376ff2 No. 4280876  >>4280189 Q: Do we have the GOLD? >>4280876 Yes. GOLD shall destroy FED Q Political/Rights https://twitter.com/libsoftiktok/status/1935688135758803183

Tom Bodrovics welcomes back gold market and finance expert Alasdair Macleod. Together they explore the escalating systemic risks in global gold and silver markets, driven by surging demand for physical delivery. Macleod highlighted the European Central Bank's (ECB) warning about skyrocketing counterparty risks in gold derivatives, emphasizing that COMEX delivery demands have reached unprecedented levels, with an annualized rate of 1,500 tons—far exceeding post-pandemic trends. This surge reflects a growing scramble for physical metal which is exacerbated by delays in delivery fulfillment. Bullion banks, fearing tariffs and supply shortages, inflated futures prices to create arbitrage opportunities, further straining markets. Macleod underscored a critical shift: central banks, once willing to lease gold to stabilize markets, now hesitate to renew leases, fearing irreversible loss of reserves. This trend, compounded by COMEX silver shortages, signals deepening liquidity crises. Demand is driven by sovereign wealth funds, Asian families, and Middle Eastern entities diversifying from the dollar amid geopolitical tensions and long-term currency devaluation fears. The discussion pivoted to the U.S. debt trap, with deficits exceeding 6% of GDP and tepid demand for long-term Treasuries. Macleod compared today's credit bubble and protectionist tariffs to the 1929 crash, warning of a potential debt deflation spiral. He noted China's strategic accumulation of gold and silver, possibly prepping the yuan for gold backing, while avoiding abrupt moves to destabilize Western economies. Amid these risks, Macleod stressed wealth preservation over accumulation, advocating physical gold as a hedge. He cautioned that markets underestimate the looming convergence of fiscal instability, currency crises, and geopolitical shifts, urging vigilance as structural economic fractures deepen. The episode closed with a stark reminder: today's calm belies a gathering storm, mirroring historical precedents where credit excesses and policy missteps fueled systemic collapse. Guest Links:Twitter: https://twitter.com/MacleodFinanceSubstack: https://substack.com/@macleodfinanceWebsite: https://goldmoney.comResearch: https://www.goldmoney.com/research/ Alasdair Macleod is Head of Research for GoldMoney. He is an educator and advocates for sound money thru demystifying finance and economics. His background includes being a stockbroker, banker, and economist. Alasdair started his career as a stockbroker in 1970 on the London Stock Exchange. Within nine years, he had risen to become senior partner of his firm. Subsequently, he held positions at the director level in investment management and worked as a mutual fund manager. Mr. Macleod also worked at a bank in Guernsey as an executive director. For most of his 40 years in the finance industry, he has been demystifying macro-economic events for his investing clients. The accumulation of this experience has convinced him that unsound monetary policies are the most destructive weapon governments use against the common man. Accordingly, his mission is to educate and inform the public in layman's terms what governments do with money and how to protect themselves from the consequences.