Podcasts about treasuries

Our Chief Cross-Asset Strategist Serena Tang discusses how rising oil prices and geopolitical tensions could make stocks and bonds move in the same direction, challenging one of the key principles of portfolio diversification.Read more insights from Morgan Stanley.----- Transcript -----Welcome to Thoughts on the Market. I'm Serena Tang, Morgan Stanley's Chief Cross-Asset Strategist. Today: what happens if your main diversification strategy suddenly stops working because of oil price moves? It's Tuesday, March 10th, at 10am in New York. For decades, investors have relied on the idea that stocks and bonds return tend to move in opposite directions. When equities fall, bonds often rise, helping cushion portfolio losses. But that relationship isn't guaranteed. Between 2021 and 2023, coming out of the pandemic, stocks and bonds sold off together, and the traditional 60/40 equity-bond portfolio suffered its worst annual performance in nearly a century. Now, recent geopolitical tensions and rising oil prices are raising a familiar concern for investors: Could that uncertainty dynamic return? At first glance, oil prices may seem like a narrow commodity story. But in reality, they can shape the entire macroeconomic environment. The classic negative correlation between stocks and bonds depends on a fairly simple economic pattern: growth and inflation moving in the same direction. When economic growth accelerates, inflation often rises as well. In that environment, equities may perform well while bonds weaken. But when growth and inflation move in opposite directions, the relationship between stocks and bonds can flip. That's what happened coming out of the pandemic. Bond investors worried about rising inflation, while equity investors were worried about slowing growth. In that scenario, both asset classes' returns declined at the same time.A sustained oil price shock could potentially recreate those conditions. Higher oil prices can push up inflation while also weighing on economic activity – a combination that economists often refer to as stagflation. If markets begin to price in that kind of environment again, the relationship between stocks and bonds could shift back toward that less favorable regime. Despite recent volatility tied to tensions in the Middle East, the relationship between stocks and bonds today still largely reflects the traditional pattern. Overall, stock-bond returns correlation remains negative, meaning bonds can still help diversify equity risk. In fact, correlations between U.S. stocks and 2-year Treasury returns have been trending negative since 2024, and on a longer-term basis they are now extremely negative relative to the past three years. But the key point here is that not all bonds behave the same way. Many investors think of government bonds as a single asset class. But the maturity of the bond – how long it takes to repay – matters a lot for diversification. Shorter-dated bonds, such as 2-year U.S. Treasuries, have maintained stronger negative correlations with equities. Longer-dated bonds, however – particularly the 30-year Treasury – have behaved a bit differently. Their correlation with stocks has been stickier and less negative, partly because markets increasingly view longer-dated bonds as risky. As a result, the difference between how 2-year and 30-year Treasuries move relative to stocks has remained unusually wide for several years. In recent days oil prices have been rising -- linked in part to concerns around the Strait of Hormuz. That's pushing up yields at the front end of the Treasury curve, creating what's known as a bear-flattening. In other words, short-term interest rates are rising faster than long-term ones, reflecting markets placing more emphasis on inflation risks. And that brings us to the key questions for investors: Which risks will dominate from here – is it going to be higher inflation or slower growth? The answer could determine which assets provide better diversifications in the months ahead. So the takeaway is this: Higher oil prices and geopolitical risks could increase the chances that stocks and bonds move together again. But diversification isn't disappearing. It's just becoming more nuanced. For investors, the real question isn't whether bonds diversify portfolios. It's which bonds do. Thanks for listening. If you enjoy the show, please leave us a review wherever you listen and share Thoughts on the Market with a friend or colleague today.

Business and finance news from the Asia-Pacific. Crude oil surged above $100 a barrel for the first time since 2022 due to escalating hostilities in the Middle East and worsening strains on oil shipping, sending stocks and Treasuries lower. Brent climbed 18% to around $109 a barrel, adding to last week's 28% surge. Traders are braced for further upheaval with the Iran conflict entering a second week, major producers curbing output and traffic through the crucial Strait of Hormuz effectively halted. For more on how this affects the markets, we spoke to Paul Dobson, Executive Editor for Asia Markets. Plus - what does the oil surge mean for the economies in the Asia Pacific? We heard from Qian Wang, Vanguard Group Chief APAC Economist. She spoke to Bloomberg TV hosts, Haidi Stroud-Watts and Avril Hong. See omnystudio.com/listener for privacy information.

Investors are abandoning U.S. Treasuries during global conflict. Is this a structural shift signaling the end of the bond safe haven?Questions on Protecting Your Wealth with Gold & Silver? Schedule a Strategy Call Here ➡️ https://calendly.com/itmtrading/podcastor Call 866-349-3310 

Oil is ripping higher as the war in the Middle East disrupts fuel supplies — with WTI Crude posting its biggest weekly gain on record. We break down what rising gas prices mean for the consumer with Moody's Mark Zandi, and the stocks that could benefit as the Strait of Hormuz stays closed. Plus, banks stay under pressure, UBS upgrades pharma, and Wells Fargo's Michael Schumacher joins to game out what oil — and the latest jobs data — mean for rates, Treasuries and the broader macro picture. Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this Crypto Town Hall episode, hosts unpack intense market volatility from Middle East tensions, surging oil prices (Brent >$91), and the Strait of Hormuz closure sparking global panic. Bitcoin holds resilient near $68K–$70K amid risk-asset selloffs, while panelists debate bear-market bounces, recession risks from reversed wealth effects, and bullish duration trades in Treasuries. Key topics include banking lobby resistance to stablecoin yields/Clarity Act progress, Kraken's Fed master account milestone, Ledn's groundbreaking S&P investment-grade rating for Bitcoin-backed ABS bonds, AI-driven job disruption, and the urgent need for U.S. regulatory clarity to prevent offshore innovation loss.

Treasuries operam em alta antes do payroll de fevereiro, cuja estimativa caiu para 55 mil vagas (ante 130 mil em janeiro).

Treasuries operam em alta antes do payroll de fevereiro, cuja estimativa caiu para 55 mil vagas (ante 130 mil em janeiro).

Communist China is seeking to mediate a cessation of hostilities with Iran and, if possible, save its puppet regime there. The transparent ulterior motive, however, is to ensure continued Chinese access to Iranian oil exports.   That agenda has become critical with President Trump's successful removal of Venezuela's Nicholas Maduro and his subsequent control over that other main supplier of oil for the Chinese Communist Party. Suddenly, the tables have turned on Xi Jinping, who was using his monopoly on processed rare earth minerals and dumping of U.S. Treasuries to extract concessions from Mr. Trump and erode the dollar's status as the world's reserve currency.   It remains to be seen how the President will wield his new-found leverage over our mortal enemy, the CCP. But Donald Trump now has the option of checkmating Xi's ambition to seize Taiwan and otherwise threaten America.   This is Frank Gaffney.

Markets are reacting unexpectedly to rising geopolitical tensions. Instead of rushing into U.S. Treasuries, investors appear to be turning toward gold and hard assets.Mario Innecco breaks down what rising Treasury yields, central bank gold buying, and the Dow/Gold ratio are signalling for the global financial system, precious metals, and the broader economy.#gold #silver #goldstandard ---------------------Thank you to our #sponsor MONEY METALS. Make sure to pay them a visit: https://bit.ly/BUYGoldSilver------------

- Weltwirtschaft: Belastung wie beim Ukrainekrieg? - Aktienmärkte: Welche Risikoszenarien sind realistisch? - USA vs. Europa: Wo jetzt investieren? - Öl & Gas: Wer gerät am stärksten unter Druck? - Europa: Wie abhängig vom Golf Gas? - Gas vs. Öl: Warum die Preislücke? - Börse: Welche Branchen sind beim Gaspreis empfindlich? - Sicherer Hafen: Taugen US-Dollar, ‚Treasuries‘ und Gold noch? - Inflation: Wie reagieren EZB und Fed auf die Iran-Krise?

In this episode we answer emails from Connor, Zachary and Brian.  We discuss fund selection, doing the Big Law dance, portfolio construction basics and analyzing alternatives, and a partial retirement drawdown scenario involving early withdrawals, avoiding temptations to market time based on recent performances and funding a vacation property with a dedicated portfolio.But first we thank donors supporting Fairfax CASA and share Jillian Johnsrud's moving story about adoption, foster care, and how a steadfast CASA changed her kids' lives.Links:Fairfax CASA Donation Page:  Donate - Fairfax CASAFather McKenna Center Donation Page:  Donate - Father McKenna Center"Retire Often" by Jillian Johnsrud:  Book | Retire OftenBridgewater Paper Describing the Four Quadrant Model:  Microsoft Word - 2009.12 AW Info Pack.docBlog Article Describing Risk Parity Principles and the Four Quadrant Model:  15 Uncorrelated Assets | SSiSVideo Describing Correlations of Alternatives (start timestamp 1:10): iMGP DBi Managed Futures Strategy ETF Update with Andrew Beer | January 2026Breathless AI-Bot Summary:  A single constant can change a child's life. That's the heart of Jillian Johnsrud's adoption and CASA story, where a determined CASA volunteer carried the full thread of her kids' journey through seven case managers and years of upheaval. We open with gratitude for Fairfax CASA donors and a candid look at what Court Appointed Special Advocates really do: show up, remember, advocate, and persist in an unreasonably hard job that needs every ounce of support we can give.From there we pivot to the questions you care about. We unpack why SCHG works fine as a large cap growth sleeve and then dive into a pragmatic guide to risk parity. Using a four-quadrant map of growth and inflation, we explain how to pair equities with long-term Treasuries, gold, and managed futures to raise safe withdrawal rates without pretending to predict the future. You'll hear how uncorrelated return streams and disciplined rebalancing—Shannon's Demon in action—turn volatility into a feature, not a bug. We also draw a bright line between true diversifiers and crowded “alts” that secretly track stocks.We get tactical: how to treat accounts as one portfolio while keeping extra liquidity in taxable during a low-stress, lower-income phase; when to tax-gain harvest; and why tilting heavily into whatever just outperformed (gold now, bonds avoided) is classic recency bias. For those juggling work and life pivots, Frank shares hard-won Big Law advice: build stamina, communicate clearly, be relentlessly reliable, and stay curious as practice areas shift. Finally, we brainstorm a small, dedicated portfolio to fund a shared family vacation home, and why this sandbox is perfect for testing a slightly higher equity mix you can always top up.If this resonates, help us amplify the work of Fairfax CASA, then subscribe, share the episode with a friend who's rethinking their allocation, and leave a quick review so more DIY investors can find the show. Your support keeps the conversation smart, practical, and focused on what actually works.Support the show

In this Consensus Hong Kong 2026 panel, we dive into the next chapter of on-chain finance: the convergence of DeFi and CeFi — and why crypto prime brokerage may become the infrastructure layer for institutional trading. From portfolio margin across venues and capital efficiency, to stablecoin balance sheets, oracle risk, and the one threat everyone keeps coming back to… counterparty risk. We break down how prime brokers are bridging siloed liquidity pools, enabling cross-collateral, and rethinking risk management for a world of 24/7 markets. - DeFi vs CeFi: why convergence is accelerating now - Prime brokerage in crypto: the "missing layer" for hedge funds - Portfolio margin across exchanges + on-chain venues (cross-venue risk engines) - Capital efficiency: moving beyond over-collateralization in DeFi - Counterparty risk vs smart contract risk — what institutions actually fear - Off-exchange settlement & custody: what works, what doesn't - Interest rate models & "dynamic spread": sharing upside with lenders - Oracles, pricing, liquidation: the two hard problems in DeFi risk management - The crypto "risk-free rate": SOFR, Treasuries, staking — where does it converge? - Tokenized markets (RWA): why crypto-native prime brokers may have an edge   As TradFi and DeFi collide, the winners will be the platforms that deliver capital efficiency + transparency + accountability — without blowing up. —

In this Crypto Town Hall episode, host Scott and guests discuss the escalating Iran conflict's market impact, emphasizing human costs while analyzing Bitcoin's resilience amid war risks, rising oil prices, and geopolitical uncertainty. The panel explores how resolved conflict could reduce uncertainty, boost risk assets, and enable aggressive money printing, with Bitcoin potentially emerging as a digital gold hedge. They debate stablecoin regulations, the GENIUS Act's implications for yield, tokenized assets' growth, AI agents in crypto (including agenic wallets), and blockchain's role in combating AI-generated misinformation and fake content. The conversation highlights Bitcoin's strength through uncertainty and evolving narratives around stablecoins, tokenized Treasuries, and regulatory clarity.

US equities were mostly higher in Monday trading, ending a bit off best levels. Big tech was mostly higher with NVDA the upside standout. Other outperformers included energy (crude), defense (Iran), software, banks (particularly regionals), PE, insurers, steel, rails, small-caps, and E&Cs. Laggards included airlines (fuel-price concerns), homebuilders (yields), semis, HDDs, managed care (ELV), pharma/biotech, MedTech, building products, travel/tourism, casual diners, apparel, housing-related retail, HPCs, beverages, and China tech. Treasuries came under meaningful pressure with yields up 9-10 bp at the short end of the curve. Dollar index was up 1.0%. Gold finished up 1.2%, though off best levels. Silver was down 4.8%. Bitcoin futures were up 5.8%. WTI crude settled up 6.3% and closed at its highest level since last June (though came off even higher overnight levels).SPI down 20 - Gold up slightly - Oil up on Strait closure news.—Marcus Today – Daily Market InsightsMarcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.If you'd like to go further:Start a free 14-day trial of Marcus Today http://bit.ly/mt-trial-podcastJoin Marcus Today Use code MTPODCAST for 10% off http://bit.ly/mt-join-podcast-offerMT20 – Managed ETF Portfolio A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing. http://bit.ly/mt20-podcastPrinciples – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. http://bit.ly/mt-principles-podcast—Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.

O câmbio R$/USD deverá iniciar a semana subindo e pode voltar ao patamar de 5,20 R$/USD por aversão a risco e por fluxo de saída de capitais, que tendem a voltar para “portos mais seguros” tais como os Treasuries americanos (que vem mantendo seus juros sem reduções recentes)./çpç:~pç

Doug & Matt Q&A: Scam Warnings, Private Placements, Gold Outlook, Business Advice, and Living Abroad Doug and Matt warn subscribers about scammers impersonating them on Substack to pitch a mentorship program with urgent funding deadlines, stressing they will never solicit business opportunities and that their only related activity is sharing private placement ideas with VIP members. They discuss strong recent performance in small mining stocks, arguing the sector remains tiny, illiquid, and largely unowned by the public and fund managers, and explain why they favor private placements for discounts and warrants, citing a VIP deal in Midnight Sun copper explorer bought at $0.22 with a $0.30 warrant and later trading above $1.35. They answer questions on starting or buying businesses by focusing on solving niche problems and avoiding "influencer" strategies, remain bullish on gold and related stocks, discuss English-speaking relocation options and Chile's livability, share stories about reckless youthful speeding, touch on glyphosate concerns, and speculate about potential U.S. action against Iran. 00:00 Scam Alert Mentorship Messages 01:18 Mining Stocks Bull Market Thesis 03:16 Private Placements VIP Strategy 05:17 Starting Businesses Finding a Niche 07:11 Influencer Culture Reality Check 11:04 Reinvesting Profits Trend Following 11:51 Second Residency English Options 14:43 Corvette Chase Jail Story 17:27 Muscle Cars and Drag Racing 20:16 Gold Price Overextension Debate 23:21 Living in Chile Pros and Cons 26:12 Glyphosate and Organic Food 28:06 Holding Cash in Treasuries 28:44 Buying a Business Owner Financing 30:33 Iran War Talk and Wrap Up

Now it's Jamie Dimon's turn, JP Morgan's highly visible CEO is the latest to make the 2008 comparison. Following up last year's cockroach quip this time saying a lot of people in the financial industry have done dumb things. But here's the thing, markets all over the world are starting to price it. The worry showing up in safe havens is maybe this really is happening - right now. From Canadian bonds to Swiss francs, Japan, China and yes Treasuries.  Eurodollar University's Money & Macro Analysis------------------------------------------------------Eurodollar University's Free Guide (video) to interpreting market signals. Taken from the EDU membership, it will help you learn fundamentals necessary to deciphering and decoding market information in a useful manner, unlike everything you get from mainstream sources. https://web.eurodollar-university.com/home------------------------------------------------------Jamie Dimon says AI euphoria, record stocks and banks doing ‘dumb things' could lead to another financial crisishttps://www.cnn.com/2026/02/24/economy/jamie-dimon-warningThe Viral Citrini Substack Post That Has Sparked New AI Worries on Wall Streethttps://www.wsj.com/livecoverage/stock-market-today-dow-sp-500-nasdaq-tariffs-02-23-2026/card/the-citrini-substack-selloff-70cWx0scioiLradyuTRaYen Slides After Report on Takaichi Caution Over Rate Hikeshttps://www.bloomberg.com/news/articles/2026-02-24/yen-extends-decline-after-report-on-takaichi-s-rate-hike-viewhttps://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

Charles Schwab's Kathy Jones sees a steeper yield curve in the future of fixed income following President Trump's State of the Union address. She later explains how inflation will serve as the key catalyst. Michelle Gibley tackles the tariff front and highlights headwinds they face in Asian countries like China and Japan. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

In this episode we respond to emails from Nick, Ginna, Ashley, Chris and Sara.  In our Queen Mary segment where we are raising money for Fairfax CASA, we express our gratitude for the outpouring of listener support and tell Noah and Taylor's story of reunification.  We then dive into two big portfolio questions: do managed futures replace gold, and how to fund an eight-year break without derailing long-term plans. We build a conservative drawdown portfolio, weigh taxes in taxable accounts, and explain why good portfolio construction beats market timing.Links:Fairfax CASA Donation Page:  Donate - Fairfax CASAWilka's in NYC:  Wilka's Sports Bar | Women's Sports Bar | New York, NY, USAChris's Portfolio Constructions:  testfol.io/?s=lwnOaJGvzDjSara's Portfolio Analyses:  testfol.io/?s=htNZVoZOZn4Breathless Unedited AI-Bot Summary:Start with purpose: a child's safety, a mother's grit, and a community that shows up. We open with a moving Fairfax CASA story—Noah and Taylor—that reminds us why steady advocacy and second chances matter. Listener donations pour in, and Mary shares how CASA pairs rigorous oversight with real compassion. From there, we pivot to the other kind of safety net: portfolios designed to fund real lives.A longtime listener asks if managed futures make gold redundant. We break down what trend-following actually captures, why gold's long history and different crisis behavior still earn it a seat, and how the two hedges fit together when you care about drawdowns, not bragging rights. Then we tackle Sarah's bold plan: an eight-year pause from work to care for family, spending about $90k per year from taxable savings before returning to the workforce. Rather than a classic risk-parity blend, we map a more conservative drawdown portfolio: roughly 30% equities with a large-cap value tilt and a sleeve of property-and-casualty insurers, 25% cash and short-term Treasuries for three years of runway, 25% intermediate Treasuries for recession insurance, and 20% in alternatives split between gold and managed futures. The goal isn't to win a backtest—it's to keep maximum drawdowns shallow and flexibility high.We also unpack taxes in the 0% capital gains band, why ordinary-income assets aren't the villain during low-income years, and how realizing gains strategically can preserve ACA subsidies. For long-horizon IRAs, we keep it simple: a 100% equity mix across large-cap growth or blend and small-cap value, with an optional tilt to international small-cap value for broader diversification. No crystal balls, no heroic timing—just construction that respects time frames and human needs.If this episode helps you think differently about money, advocacy, or how to buy time for what matters, share it with a friend, subscribe, and leave a quick review so more DIY investors can find it.Support the show

Most investors don't realize how quickly a good plan can get derailed by one bad question: “What will your investments return this year?” Lance Roberts and Jonathan Penn break down why asking an advisor for short-term performance predictions is usually the wrong framework—especially when comparisons start with “Can you beat Treasuries this year?” Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Senior Investment Advisor, Jonathan Penn, CFP Produced by Brent Clanton, Executive Producer 0:00 - INTRO 0:50 - E-books & Economic Data 2:53 - Will AI Lead to Next Period of Financial Instability? 5:33 - Market Fails at 20- 50-DMA 11:10 - Chasing Returns in 2026 12:31 - Index's Substitution Effect 16:39 - What About the Flat Market? 19:20 - Where Returns Come From... 23:07 - Generating 6% Return w Bonds Only? 27:38 - Making Money vs Keeping It 29:05 - Money is Emotional 30:43 - What Do You Do w Your $1Million? 34:17 - Markets Have Been Easy 35:46 - Markets' Extreme Deviations 40:50 - Mistakes In Chasing Benchmarks 43:24 - Why Root for Economic Failure? 45:22 - Set a Goal & Manage Risk ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/iN9Pv2Thvbo ------- Watch our previous show, "Is China Really Dumping U.S. Treasuries?," here: https://youtube.com/live/fEk6rYGzFkA?feature=share -------- The latest installment of our new feature, Before the Bell, "100-DMA Test: 5% Pullback Risk Rising," is here: https://youtu.be/FfqIQklIxcc ------- Download Lance's Latest e-book, "Laws of Money & Wealth:"https://realinvestmentadvice.com/ria-e-guide-library/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #StockMarket #SP500 #MarketOutlook #Investing #RiskManagement #FinancialPlanning #InvestingEducation #BehavioralFinance #RiskManagement #WealthProtection

Most investors don't realize how quickly a good plan can get derailed by one bad question: "What will your investments return this year?" Lance Roberts and Jonathan Penn break down why asking an advisor for short-term performance predictions is usually the wrong framework—especially when comparisons start with "Can you beat Treasuries this year?" Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Senior Investment Advisor, Jonathan Penn, CFP Produced by Brent Clanton, Executive Producer 0:00 - INTRO 0:50 - E-books & Economic Data 2:53 - Will AI Lead to Next Period of Financial Instability? 5:33 - Market Fails at 20- 50-DMA 11:10 - Chasing Returns in 2026 12:31 - Index's Substitution Effect 16:39 - What About the Flat Market? 19:20 - Where Returns Come From... 23:07 - Generating 6% Return w Bonds Only? 27:38 - Making Money vs Keeping It 29:05 - Money is Emotional 30:43 - What Do You Do w Your $1Million? 34:17 - Markets Have Been Easy 35:46 - Markets' Extreme Deviations 40:50 - Mistakes In Chasing Benchmarks 43:24 - Why Root for Economic Failure? 45:22 - Set a Goal & Manage Risk ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/iN9Pv2Thvbo ------- Watch our previous show, "Is China Really Dumping U.S. Treasuries?," here: https://youtube.com/live/fEk6rYGzFkA?feature=share -------- The latest installment of our new feature, Before the Bell, "100-DMA Test: 5% Pullback Risk Rising," is here: https://youtu.be/FfqIQklIxcc ------- Download Lance's Latest e-book, "Laws of Money & Wealth:"https://realinvestmentadvice.com/ria-e-guide-library/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #StockMarket #SP500 #MarketOutlook #Investing #RiskManagement #FinancialPlanning #InvestingEducation #BehavioralFinance #RiskManagement #WealthProtection

Dividend Growth: The Quiet Engine of Wealth Dividend growth investing sounds simple, but doing it well for decades is not. That's why we wrote Dividend Growth: The Quiet Engine of Wealth—a practical guide to building a framework you can stick with when things get uncomfortable. You can get a free copy here. Plus, join our market newsletter for more on dividend growth investing. ________ After a year of lagging the S&P 500, dividend investors are finally playing catch-up. Income is growing. Prices are rising. Total returns are improving.But success brings a new challenge: what happens when valuations rise, yields fall, and future returns get harder to find?In this episode, Greg explores the hidden downside of success in dividend growth investing. With dividend stocks outperforming early in 2026 and capital rotating out of growth and AI, he explains why rising prices create a new challenge: redeploying capital without sacrificing long-term returns. He revisits income growth vs. total return, explains why cash flow acts as the anchor in volatile markets, and walks through why sometimes the best move is to do nothing. He also contrasts chasing yield with sustainable compounding, including why shifting into Treasuries for higher income can miss the bigger picture.The second half of the episode moves into real portfolio examples—showing what “sell,” “hold,” and “buy” look like in practice:Why Emerson Electric ($EMR) no longer fits the modelWhat Clorox's ($CLX) acquisition strategy could mean for dividend growthHow Hershey ($HSY) shows patience through commodity cyclesWhy Accenture ($ACN) represents a redeployment opportunityLong-term success isn't about chasing what's working today. It's about discipline, letting income compound, and trusting that if cash flow grows, prices follow.Topics Covered: [00:11] Introduction [03:45] Income growth vs. total return investing [07:24] Why dividend income is the anchor [09:52] Valuation risk and redeployment challenges [10:22] Buffett, patience, and portfolio discipline [11:38] Treasuries vs. dividend stocks: yield vs. growth [13:03] Cash flow as the North Star [15:26] Emerson Electric ($EMR): selling a winner [20:03] Clorox ($CLX): acquisition risk and dividend sustainability [27:40] Hershey ($HSY): commodity cycles and patience [32:03] Accenture ($ACN): dividend growth opportunity [35:11] Redeploying capital in rising markets [36:07] Final takeaway: consistency and long-term compoundingSend a textDisclaimer: Past performance does not guarantee future results. This episode is for educational purposes only and is not investment advice. If you enjoy the show, we'd greatly appreciate it if you subscribe and leave a review RESOURCES: Schedule a meeting with us -> Financial Planning & Portfolio Management Getting into the weeds -> DCM Investment Reports & Models Visit our website to learn more about our investment strategy and wealth management services. Follow us on:Instagram | Facebook | LinkedIn | X

Is China really “dumping” U.S. Treasury bonds—or is that headline missing key context? Lance Roberts examines what Treasury International Capital (TIC) data does (and doesn't) show, why China's reported holdings can shift for reasons that have nothing to do with panic selling, and how custody chains and financial centers can complicate the narrative. Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton, Executive Producer 0:00 - INTRO 0:52 - What to Do w Tariffs Struck Down by SCOTUS 5:35 - GDP Weaker than Expected, except... 12:59 - Coming Attractions - Ten Laws of Money 16:27 - Chat Question: Is China Dumping U.S. Treasuries? 17:48 - The Problem w the Narrative & Lance in France 22:06 - China's Shift in Custodial Relationships 26:13 - Why Luxembourg & Belgium Matter 28:05 - How the Financial Plumbing Works 29:16 - Why They Buy Dollar-denominated Assets 31:55 - Dollar vs Euro Trade 32:48 - How Investors Should Look at U.S. Treasuries 34:08 - U.S. Treasuries Anchor Risk-free Pricing 37:20 - Portfolio is a Toolbox, not a Narrative 39:01 - Focus on the Risk that Matters 41:51 - Tariff Changes & Policy Risks 43:26 - Semper Gumby - Always Flexible ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/fEk6rYGzFkA?feature=share ------- Watch our previous show, "Mega Roth Questions & Senior Deductions," here: https://youtube.com/live/fEk6rYGzFkA?feature=share -------- The latest installment of our new feature, Before the Bell, "Market Rotation Warning - Breadth at 50-Year Extreme," is here: https://youtu.be/Dule_eZoSBY ------- Download Lance's Latest e-book, "Laws of Money & Wealth:"https://realinvestmentadvice.com/ria-e-guide-library/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #StockMarket #SP500 #MarketBreadth #SectorRotation #RiskManagement #USTreasuries #China #BondMarket #InterestRates #MacroInvesting

Is China really "dumping" U.S. Treasury bonds—or is that headline missing key context? Lance Roberts examines what Treasury International Capital (TIC) data does (and doesn't) show, why China's reported holdings can shift for reasons that have nothing to do with panic selling, and how custody chains and financial centers can complicate the narrative. Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton, Executive Producer 0:00 - INTRO 0:52 - What to Do w Tariffs Struck Down by SCOTUS 5:35 - GDP Weaker than Expected, except... 12:59 - Coming Attractions - Ten Laws of Money 16:27 - Chat Question: Is China Dumping U.S. Treasuries? 17:48 - The Problem w the Narrative & Lance in France 22:06 - China's Shift in Custodial Relationships 26:13 - Why Luxembourg & Belgium Matter 28:05 - How the Financial Plumbing Works 29:16 - Why They Buy Dollar-denominated Assets 31:55 - Dollar vs Euro Trade 32:48 - How Investors Should Look at U.S. Treasuries 34:08 - U.S. Treasuries Anchor Risk-free Pricing 37:20 - Portfolio is a Toolbox, not a Narrative 39:01 - Focus on the Risk that Matters 41:51 - Tariff Changes & Policy Risks 43:26 - Semper Gumby - Always Flexible ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/fEk6rYGzFkA?feature=share ------- Watch our previous show, "Mega Roth Questions & Senior Deductions," here: https://youtube.com/live/fEk6rYGzFkA?feature=share -------- The latest installment of our new feature, Before the Bell, "Market Rotation Warning - Breadth at 50-Year Extreme," is here: https://youtu.be/Dule_eZoSBY ------- Download Lance's Latest e-book, "Laws of Money & Wealth:"https://realinvestmentadvice.com/ria-e-guide-library/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #StockMarket #SP500 #MarketBreadth #SectorRotation #RiskManagement #USTreasuries #China #BondMarket #InterestRates #MacroInvesting

Harriet Browning examines the resurgence of gold as a strategic traditional asset, sketching its path from the global financial crisis through the pandemic to present day. She notes that for the “first time in decades,” central bank holdings of gold exceed U.S. Treasuries. She adds that these entities, along with pension funds and others that hold a lot of gold, tend to have very long-term outlooks. Harriet thinks institutions are applying some of the same principles they use for gold on digital assets, along with the recognition that blockchain represents a new financial infrastructure.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Today Alan and Mark step back from the noise to examine a market environment that feels subtly but meaningfully different. From AI euphoria giving way to harder questions, to gold's steady rise and a surprising divergence between US and emerging market inflation, the conversation centers on rotation, uncertainty, and shifting assumptions about safety. They explore whether Treasuries still anchor portfolios the way they once did, how fiscal pressures could reshape monetary policy, and why regime thinking matters for systematic investors. Beneath it all is a reminder that correlations change, narratives evolve, and adaptability remains the most durable edge in uncertain markets.-----50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE-----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT's TRUE ? – most CIO's read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.Learn more about the Trend Barometer here.Send your questions to info@toptradersunplugged.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Alan on Twitter.Follow Mark on LinkedIn.Episode TimeStamps:00:00 – Introduction & market check-in02:52 – February performance: CTAs, trend following & commodities04:53 – Peak bubble? AI, metals & speculative excess07:10 – Gold demand, central banks & safe-haven flows10:40 – The AI narrative shift & tech repricing13:22 – Global rotation: US vs Europe & emerging markets15:22 – EM inflation now lower than US — why it matters21:48 – Why macro still matters (regime thinking vs stock picking)31:49 – Fiscal vs monetary dominance explained41:59 – $700B in Treasury issuance — scale of the debt...

Guy Adami interviews Michael Kao (@UrbanKaoboy), discussing the historic moves in gold and silver, the debate over fiat debasement versus speculative positioning, and why charts showing central bank gold eclipsing Treasury holdings can be misleading because much of the change is price appreciation rather than new buying. Kao argues true de-dollarization is unlikely due to the lack of a rival fiat ecosystem with comparable liquidity and deep bond markets, and says a shift from Treasuries to gold as a reserve anchor would imply economic austerity and slower global GDP growth. They explore how geopolitics (including post-Ukraine reserve seizure fears) and Trump-related tariff and deficit narratives have fueled gold, while Kao outlines a contrarian view that Trump 2.0 policies plus AI could be deflationary and potentially restore productivity-driven disinflationary growth similar to the late 1990s; he also critiques CBO debt projections for assuming low productivity growth. The conversation covers AI's disruptive impact on industry moats and equity multiple compression versus immediate default risk, touches briefly on Japan's bond market and the yen carry trade, and examines the “sanctity” of large AI CapEx plans and whether AI expands total addressable markets or mainly drives cost cutting. Kao highlights his thesis from his piece on AI electrification: U.S. electricity demand may accelerate sharply after decades of flat growth, creating an energy bottleneck that increases reliance on natural gas (given limits to coal and nuclear), amplified by data center buildouts and LNG exports. He explains his preference for natural gas mineral strategies that distribute cash flow over trading commodities or owning E&P equities due to capital allocation risks, and notes recent oil spikes have often faded since 2022. Show Notes AI, Electrification, and the Hidden Energy Bottleneck | Michael Kao The Fourth Turning by Strauss & Howe —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

Major US equity indices were higher for the holiday-shortened week. Big tech was mostly higher. Treasuries were narrowly mixed with a bit of curve flattening.

China's holdings of U.S. Treasuries have fallen to their lowest level since 2008. That's not a headline — that's a structural shift. In today's episode, we break down what it means when one of America's largest foreign creditors reduces exposure to U.S. government debt. Is this geopolitical strategy? Currency management? Diversification? Or a warning sign for the U.S. dollar and bond market? We'll explore: Why China is cutting back on U.S. Treasury holdings How this impacts the bond market and interest rates What it means for the U.S. dollar (DXY) Who is stepping in to buy U.S. debt? Whether this signals a long-term shift in global capital flows The implications for stocks, gold, and global markets When foreign demand for Treasuries shifts, the ripple effects can be massive. If you trade bonds, equities, commodities, or currencies — this is required listening. Listen now and understand what's happening beneath the surface of global finance.     #TraderMerlin #China #USTreasuries #BondMarket #USDebt #DollarIndex #DXY #InterestRates #GlobalMarkets #Geopolitics #MacroTrading #TreasuryYields #FederalReserve #FinancialEducation #MarketAnalysis #CurrencyMarkets #Gold #SafeHaven #InvestingPodcast   Email – TraderMerlin@gmail.com Follow TraderMerlin: Twitter: TraderMerlin - https://twitter.com/TraderMerlin IG: TraderMerlin - https://www.instagram.com/tradermerlin/ FB: TraderMerlin  - https://www.facebook.com/TraderMerlin Live Daily Show:  - https://www.youtube.com/channel/UCczw6L9MSllTvWDK1fNlLrg Trading Applications used: -          Tradingview -           

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Listening to Holy Spirit; The Garden - protected place; Anointed priests?; "Ignorance"?; (nun-pe-shin) "soul", life, person, mind, heart; Spiritual guidance to reading the bible; "logos"; Seeing yourself; Finding our way back to Tree of Life; "Born again"?; Leviticus for today; Commandments?; "Fattening" parents; Treasuries in Egypt; Consent; Anointed = messiah; Jesus: King and High Priest; Police power?; Salvation without God?; Finding your priest; "Tabernacles" of the congregation; Ex 33:8; Tabernacle door?; Stones of the altar?; "Incense"; Treasuries; Life (sacrifice) is in the blood; Bullocks = a big thing; "Elder"; Making people "members"; Cities of refuge; Bribery; Biblical constitutions?; Covetous is NOT OK; Matt 20:25, Mk 10:42, Lk 22:25; Legitimate Caesars?; Real-time service by ministers and altars; Social welfare?; Snares/traps; Cursing your children; God's voluntary kingdom; Free assemblies; Modern churches delegating authority to Caesar; "Imperium"; God's government; "Elder"; Senator?; Christ's commands; Dividing bread from house to house; Making offerings; vs taxation; "city" - civil government; Fleshpots?; Lev 4:18; Horns of the altar = tabernacle of the congregation; Government of God; "Fat"?; Setting up rulers; The need repentance; Your choice in a republic; People sitting in darkness; Hearing the cries of your neighbors; Idolatry; Need for an alternate system; The way of righteousness; Lev 4:31; More on "fat"; Sweet savor?; Wife vs harlot; Voluntarism - tithes; Strengthening the poor; Wise offerings; Addiction to benefits; Laws of your government; Rebels; Eating at the tables of Caesar; Choosing God's kingdom; Knowing who needs help; Network of ministers; Bottom-up organization; Example of "Israel" today; Doing what Abraham, Moses and Christ said; How everybody might be saved; Living by faith; Capitalism?; Cursing your children; Christ as king; Demonstrating "The Way" - of faith, hope and charity; Start now!

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

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

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

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

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