Podcasts about treasuries

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

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

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

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

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

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

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

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

The Chief and Lou start off the show with little Roman engineer feats of the Aqua Ducts. The about the Charlie Kirk assassination. Trump's dinning experience in DC. Andrew and Wayne start about the pilfering on government's Treasuries and politicians insider trading issue. They ended on inflation and Charlie Kirk

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

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

"The whole MNav trade, it has as much implied leverage on the way down as it does on the way up.I have a lot of sympathy for the idea that actually this is what triggers the next bear market, that there's so much leverage introduced via this mechanism that not only do a lot of the treasury companies themselves get wiped out, but the sell pressure is so severe that it impacts Bitcoin as a whole."~ Allen Farrington In this episode of the podcast, I sit down with the always insightful Allen Farrington to dive into some of the most fascinating topics in the Bitcoin space. We explore the intersection of Bitcoin and Islamic finance, where Allen shares his latest research and the potential for Bitcoin to align with ancient principles of financial justice. We also tackle the wild world of stablecoins, discussing how they're changing the game for both better and worse. Allen breaks down the MNAV trade and why it might be the next big risk in the Bitcoin ecosystem. Plus, we dive into the future of work and how AI is reshaping the way we think about productivity and value. As always, Allen brings his sharp wit and deep understanding of Bitcoin's role in the world. This one's a great conversation that spans Bitcoin's intersections with finance, philosophy, and the future of money.   Check out our awesome sponsors! Ledn: Need fiat but don't want to sell your Bitcoin? Ledn offers secure, Bitcoin-backed loans with no credit checks, flexible repayment, and fast turnaround—often within 24 hours. With $10B+ in loans across 100+ countries and transparent Proof of Reserves, Ledn is a trusted option for unlocking liquidity without giving up your Bitcoin. (Link: https://learn.ledn.io/audible) HRF: The Human Rights Foundation is a nonpartisan, nonprofit organization that promotes and protects human rights globally, with a focus on closed societies. Subscribe to HRF's Financial Freedom Newsletter today. (Link: https://mailchi.mp/hrf.org/financial-freedom-newsletter) OFF: The Oslo Freedom Forum is a global human rights event by the Human Rights Foundation (HRF), uniting voices from activism, journalism, tech, and beyond. Through powerful stories and collaboration, OFF advances freedom and human potential worldwide. Join us next June. (Link: https://oslofreedomforum.com/) Pubky: Pubky is building the next web, a decentralized system designed to put control back in your hands. Escape censorship, algorithmic manipulation, and walled gardens by owning your identity and data. Explore the Pubky web and become the algorithm today. Don't forget to find me on my Pubky ID here: pk:5d7thwzkxx5mz6gk1f19wfyykr6nrwzaxri3io7ahejg1z74qngo. (Link: https://pubky.org) Chroma: Chroma is dedicated to advancing human performance and well-being through cutting-edge light therapy devices and performance eyewear. Their mission is to enhance physical and mental health, unlocking peak human health, cognitive function, and physical performance. Get 10% off your order with the code BITCOINAUDIBLE. (Link: https://getchroma.co/?ref=BitcoinAudible) Guest Links Bitcoin Veterans Website (Link: https://x.com/real_vijay) Bitcoin Veterans on X (Link: https://x.com/BitcoinVeterans/) Bitcoin Veterans Summit 2025 (Link: https://bitcoinveterans.org/summit2025/)

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

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

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

Wall Street closed at record highs despite lingering economic concerns, as US payrolls were revised down by record levels. Additionally, Treasuries snapped their winning run as investors awaited key inflation data. In company news, Apple unveiled its iPhone 17 line-up, though shares slipped slightly, while Anglo American and Teck Resources agreed to merge in what will be the world’s second-largest mining deal. In commodities, oil rose following an Israeli attack on Qatar, iron ore rallied amid concerns over Simandou supply, and gold scaled new record highs. Back home, Aussie shares are set to open flat on Wednesday despite those stronger energy prices. The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.See omnystudio.com/listener for privacy information.

O estrategista de investimentos do BB Private, Richardi Ferreira, CGA, CNPI, analisa os principais fatos da última semana e reflete sobre as expectativas para a semana atual no Brasil e no mundo para te ajudar a tomar as melhores decisões de investimento: "Nos EUA, os dados do payroll reforçaram as apostas de corte de juros, derrubando os yields dos Treasuries e o dólar. No Brasil, o PIB cresceu 0,4% no segundo trimestre, mas a indústria segue fraca. O Ibovespa se destaca com alta próxima de 18% no ano, enquanto o dólar recua para R$ 5,40. Na agenda da semana, atenção para os dados de inflação nos EUA e no Brasil, além de indicadores de atividade que podem influenciar os mercados."Confira agora o BB Private Highlights. Conheça também outros conteúdos produzidos por nossos premiados especialistas no hub BB Private Lounge: bb.com.br/lounge

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

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

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

In this week's episode, we discuss the Beige Book Report, and three employment reports including fresh numbers from a weaker-than-expected report from the Bureau of Labor Statistics (BLS). We also touch on the policies and politics bedeviling the Federal Reserve, and the likelihood of rate cuts later this month. As always, we analyze how all of these factors affect the equity and bond markets. Finally, happy National 401(k) Day! See today's resources below to help you educate and celebrate. Speakers:Brian Pietrangelo, Managing Director of Investment StrategyGeorge Mateyo, Chief Investment OfficerRajeev Sharma, Managing Director of Fixed IncomeStephen Hoedt, Head of Equities01:45 – The four reports driving economic activity this week: the Beige Book report, initial unemployment claims, the Jobs Openings and Labor Turnover Survey, and the eagerly-expected BLS Employment Situation report. 05:21 – The weak BLS report further fuels expectations for a September rate cut, with the odds of bigger or more frequent cuts increasing.07:28 – A look into the economy's impact on the stock market, and vice versa, and the k-shaped economy of 401(k) haves and have-nots.09:19– Treasuries have rallied on the jobs report, with some calling it a “jobs recession.”11:20 – We discuss the goings-on at the Federal Reserve, including Stephen Miran's confirmation hearing for Fed Governor and Scott Bessent's alleged interviews for the next Fed Chair.14:11 – In the world of equities, cyclicals and small cap stocks are ascending as mega-cap tech stocks had a slower week.18:45 – Concluding thoughts on the still-present threat of tariffs impacting the economy, and what to do with your portfolio now.  National 401(k) Day ResourcesRetirement AdviceShould I Still Worry About Inflation's Impact on My Retirement Plan?The Key 401(k) Pooled Employer Plan Additional Resources9/18 Webinar: Key Wealth's National Call - AI: Everything You Are Afraid to Ask but Need to KnowKey Questions | Key Private BankSubscribe to our Key Wealth Insights newsletterWeekly Investment BriefFollow us on LinkedIn 

Gold rips to repeated all-time highs as central banks dump Treasuries and race into bullion—clear signals of accelerating de-dollarization. Tony Arterburn ties the surge to Trump's Fed pressure, tariff/sanction chaos, and a coming rate-cut sugar high that stokes more inflation. Meanwhile, silver breaks back above $40 and a rigged housing market—propped up by BlackRock and a shrinking dollar—pushes a generation out of homeownership.Follow the show on Kick and watch live every weekday 9:00am EST – 12:00pm EST https://kick.com/davidknightshow Money should have intrinsic value AND transactional privacy: Go to https://davidknight.gold/ for great deals on physical gold/silverFor 10% off Gerald Celente's prescient Trends Journal, go to https://trendsjournal.com/ and enter the code KNIGHTFind out more about the show and where you can watch it at TheDavidKnightShow.com If you would like to support the show and our family please consider subscribing monthly here: SubscribeStar https://www.subscribestar.com/the-david-knight-showOr you can send a donation throughMail: David Knight POB 994 Kodak, TN 37764Zelle: @DavidKnightShow@protonmail.comCash App at: $davidknightshowBTC to: bc1qkuec29hkuye4xse9unh7nptvu3y9qmv24vanh7Become a supporter of this podcast: https://www.spreaker.com/podcast/the-david-knight-show--2653468/support.

Gold rips to repeated all-time highs as central banks dump Treasuries and race into bullion—clear signals of accelerating de-dollarization. Tony Arterburn ties the surge to Trump's Fed pressure, tariff/sanction chaos, and a coming rate-cut sugar high that stokes more inflation. Meanwhile, silver breaks back above $40 and a rigged housing market—propped up by BlackRock and a shrinking dollar—pushes a generation out of homeownership.Follow the show on Kick and watch live every weekday 9:00am EST – 12:00pm EST https://kick.com/davidknightshow Money should have intrinsic value AND transactional privacy: Go to https://davidknight.gold/ for great deals on physical gold/silverFor 10% off Gerald Celente's prescient Trends Journal, go to https://trendsjournal.com/ and enter the code KNIGHTFind out more about the show and where you can watch it at TheDavidKnightShow.com If you would like to support the show and our family please consider subscribing monthly here: SubscribeStar https://www.subscribestar.com/the-david-knight-showOr you can send a donation throughMail: David Knight POB 994 Kodak, TN 37764Zelle: @DavidKnightShow@protonmail.comCash App at: $davidknightshowBTC to: bc1qkuec29hkuye4xse9unh7nptvu3y9qmv24vanh7Become a supporter of this podcast: https://www.spreaker.com/podcast/the-real-david-knight-show--5282736/support.

Brad Roth says tomorrow's jobs report will decide whether the Fed cuts rates this month. “We just don't want anything to come out that would give the Fed reason to pause.” He thinks that traders are hesitating to be “fully risk-on,” pointing to inflows into Treasuries and gold, as well as a lack of market breadth. “It's almost exhausting how much we've talked about the Mag 7,” Brad says, but too much of the market's valuation hangs on them.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Asian equities climbed with Wall Street after weak US job openings data reinforced bets on a Federal Reserve interest-rate cut. Shares in Japan, Australia and South Korea gained at the open. Equity-index futures for the S&P 500 and the Nasdaq 100 edged higher after both gauges advanced. Australian bonds tracked Wednesday's moves in Treasuries, with yields on the 10-year declining almost five basis points to 4.37%. We get reaction from Audrey Goh, Head of Asset Allocation at Standard Chartered Wealth Management Group. She speaks with Bloomberg's Paul Allen and Avril Hong on The Asia Trade.Plus - Goldman Sachs strategists are raising their 12-month forecast for Asian stocks, citing tariff clarity and expectations for Federal Reserve easing in September. For more, we hear from Timothy Moe, Chief APAC Regional Equity Strategist. He speaks with Bloomberg's Avril Hong from the inaugural Goldman Sachs Asia Leaders Conference in Hong Kong.See omnystudio.com/listener for privacy information.

Dan Deming covers the commodities market. He argues that central banks now own more gold than U.S. treasuries for the first time in 30 years, both because of the threat of lower rates and U.S. debt levels. It hit another record high today, and he thinks momentum is still to the upside. The U.S. dollar weakened after the JOLTS report, and Dan thinks that it is “coiling” in a range. He thinks crude oil will continue to fall into the upper 50's.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Discover why tokenized commodities, dollar stablecoins, and Treasuries are booming—and how Carlos Domingo's new Apollo private credit fund raced to $100 million in no time.

Elisabeth Embry talks with Lauren Foundos, founder of Forte, and Britany Geautreau, Vice President of Investment Advisory Services at Clarity Capital LLC. Brittany is a Seattle native, who went on “life's adventure” to Southern California and worked in our Newport Beach office until 2016. That year, she moved back to her home state of Washington to head up our Pacific Northwest office. Brittany is Series 65 licensed and is an Investment Advisor Representative with Clarity Capital Partners. She is also licensed as a registered representative (Series 7) with Niagara International Capital Limited. Lauren left the world of buying and selling Treasuries and started a subscription based online workout company called Forte. Forte's goal is to make sure athletes love and crush each workout. Forte live streams boutique fitness studio classes for their members, as well as providing their classes on-demand. Key Takeaways: Britany Geautreau Interview: 3:32 Who Britany is and what her specialty is 4:15 Britany breaks down what a CFA and a CFP are 8:10 When you should use a financial firm rather than an online platform like E-trade 12:23  How people should be researching which firm is right for them, and some questions to ask to vet the firm 15:38 Your relationship with your financial advisor isn't just a one time meeting 19:56 The market is at an all time high, which means you need to ensure you're not too heavily invested in one particular stock Website: www.ClarityCapitalLLC.com "In this type of environment, don't be greedy. If you have this mentality of "oh I can't lose"...remember companies like AOL" Lauren Foundos Interview: 24:58 Lauren's target audience 27:36 What is Exhale? 29:32 Whether Lauren has unique content or just leveraging studios that are already in use 30:10 How to find the right classes for your personal style 32:01 Lauren's switch from treasurer broker to on-demand fitness guru 33:32 How Lauren was able to pursue her new venture while still having a W2 job 37:46 The importance of working out when you're feeling overwhelmed Website: www.Forte.fit "There's never the perfect time to do anything"     Follow Jason on TWITTER, INSTAGRAM & LINKEDIN Twitter.com/JasonHartmanROI Instagram.com/jasonhartman1/ Linkedin.com/in/jasonhartmaninvestor/ Call our Investment Counselors at: 1-800-HARTMAN (US) or visit: https://www.jasonhartman.com/ Free Class:  Easily get up to $250,000 in funding for real estate, business or anything else: http://JasonHartman.com/Fund CYA Protect Your Assets, Save Taxes & Estate Planning: http://JasonHartman.com/Protect Get wholesale real estate deals for investment or build a great business – Free Course: https://www.jasonhartman.com/deals Special Offer from Ron LeGrand: https://JasonHartman.com/Ron Free Mini-Book on Pandemic Investing: https://www.PandemicInvesting.com

Whales & Long-Term Holders Selling: Profit-taking by OG wallets is redistributing supply. Many are diversifying custody or rotating some BTC into ETFs for margin/borrowing flexibility.Seasonality Matters: Bitcoin weakness in August/September is common; thin liquidity + vacation season amplify dips.ETFs as Financial Rails: Institutions and wealthy holders prefer ETFs for cheaper margin rates compared to Bitcoin-backed loans.Retail vs OG Perspective: Whale trims feel like “dumping” to retail but are natural in Bitcoin's monetization process.Global Reserves Shift: For the first time since the 1990s, central banks hold more gold than U.S. Treasuries—de-dollarization in motion.Fed Politicization: The fight over Gov. Lisa Cook shows growing political pressure on the Fed under fiscal dominance.Fee FUD Dismissed: Low on-chain fees ≠ security crisis. Dynamic fee markets ensure resilience.Store of Value vs Medium of Exchange: False dichotomy—Bitcoin functions as both, but its SoV role dominates today.Bitwise Framework: 2035 scenarios debated: bear $88K, base $1.3M, bull ~$3M. Panel skeptical of the low-end case.Specter Association Launch: Swan transfers Specter to a new Swiss nonprofit. Yan Pritzker joins the board; roadmap now fully community-driven. Swan Private helps HNWI, companies, trusts, and other entities go beyond legacy finance with BItcoin. Learn more at swan.com/private. Put Bitcoin into your IRA and own your future. Check out swan.com/ira.Swan Vault makes advanced Bitcoin security simple. Learn more at swan.com/vault.

Coming up don't miss another incredible interview with Greg Weldon of Weldon Financial. Greg weighs in on the slumping dollar and what he sees there as more and more countries shift away from U.S. Treasuries and alternatively increase their gold holdings. He also chimes in on why he believes that even despite central bank and large players constantly meddling in the markets the underlying forces that have been driving metals prices higher simply can't be stopped. Don't forget to also follow us on social media for more important precious metals updates! https://www.youtube.com/@Moneymetals | https://www.facebook.com/MoneyMetals | https://instagram.com/moneymetals/ | https://twitter.com/moneymetals | https://www.pinterest.com/moneymetals/

Jon Herold wraps up the week with sharp analysis and a touch of humor, starting with gold's historic surge as foreign banks now hold more gold than U.S. Treasuries for the first time since 1996. He unpacks Trump's latest executive actions, including making federal architecture “beautiful again,” exempting national security agencies from collective bargaining, and cutting off federal grants for lobbying. The big headline is Trump's use of a rare “pocket rescission” to cancel nearly $5 billion in foreign aid, a move that hasn't been attempted since 1977. Herold also covers Trump canceling Kamala Harris's Secret Service protection, deporting Guatemalan children, and canceling offshore wind subsidies. RFK Jr.'s investigation into SSRIs and hormone treatments in connection with transgender school shooters sparks further debate, while chatter about JD Vance as Trump's successor draws skepticism. Packed with cultural asides, community updates, and even a Soft Disclosure shout-out, this episode blends heavy policy with Badlands banter.

Scott Melker helps viewers understand stablecoins, their uses, and why it's “more of a tool” than an investment. Fully backed stablecoins like Tether have the most demand, but there are other “styles” of stablecoins that may come with more risk. Scott discusses the GENIUS act creating a “Cambrian explosion” within crypto and its implications for the stablecoin sector. He also explains some of the intricacies of stablecoins, including how they are often backed by U.S. Treasuries, and how that system works.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

On today's podcast: 1) Nvidia shares drop after the chip giant signals a slowdown in A-I spending. Meanwhile, markets shrug off the Nvidia disappointment and trade near record highs. Stocks shook off an initial drag from Nvidia Corp.’s sales outlook missing lofty expectations, indicating that momentum behind the record-breaking rally remains intact. The yield on 30-year Treasuries fell four basis points to 4.89% as pressure on long-dated debt eased, and European bonds staged a broad advance.2) US companies plan to buy back shares at a historic pace, a sign of Corporate America’s confidence in the economy. Announced buybacks surpassed $1 trillion on Aug. 20, marking the shortest amount of time needed to reach that level, according to data compiled by Birinyi Associates.3) The head of the CDC is fired in a dispute over Robert F. Kennedy Jr.'s vaccine policy. The Trump administration fired CDC Director Susan Monarez just weeks into her tenure, and at least three senior CDC leaders, including Demetre Daskalakis, Deb Houry, and Dan Jernigan, told coworkers they were resigning, citing reasons such as the "weaponizing of public health." The removal of Monarez and the resignations of senior leaders have intensified concerns about scientific integrity at the public health agency and underscore the growing distrust between many longtime agency scientists and Secretary Kennedy.See omnystudio.com/listener for privacy information.

A gauge of the dollar and longer-dated Treasuries steadied in Asia after they declined Tuesday following President Donald Trump's push to oust Federal Reserve Governor Lisa Cook. The gap between five and 30-year yields is at its steepest since 2021. While political meddling in monetary policy after Trump's move drew much of the market's focus, traders face key risks this week with Nvidia's earnings and Friday's inflation report. Even with tariff and geopolitical headlines flaring, investors remain anchored to a bullish market script: a likely September rate cut, resilient economic growth, and corporate earnings strong enough to keep equity sentiment afloat. We look at the state of play with Robert Schein, Chief Investment Officer at Blanke Schein Wealth Management.Meantime, Asian equities struggled for direction at the open Wednesday as investors await Nvidia's earnings for guidance on where the markets head next after a strong rally since April. Shares edged up in Australia while gauges in Japan and South Korea were flat. We get more on the markets from Kerry Craig, Global Market Strategist at JPMorgan Asset Management. He speaks with Bloomberg's Paul Allen and Avril Hong on The Asia Trade.See omnystudio.com/listener for privacy information.

Send us a textIn this episode of The Wall Street Skinny, Jen unpacks an overlooked risk brewing beneath the surface of financial markets. Why did Jerome Powell, head of the Fed, deliver such a surprisingly “dovish” speech at Jackson Hole? Jen suggests it may be because he sees this liquidity problem coming. Looking ahead, Kristen and Jen walk listeners through what to watch: not just whether the Fed cuts rates in September (they signaled pretty strongly that is coming) but also whether regulators adjust rules to make it easier for banks to hold Treasuries. Both moves could help ease the pressure. By breaking down complex concepts like “quantitative tightening” and “repo markets” into plain language, this episode shows how plumbing deep in the financial system can ripple out into markets and the economy, and why these behind-the-scenes moves matter for everyone.For a 14 day FREE Trial of Macabacus, click HERE For 20% off Deleteme, use the code TWSS or click the link HERE! Our Investment Banking and Private Equity Foundations course is LIVEnow with our M&A course included! Shop our LIBRARY of Self Paced Online Courses HEREJoin the Fixed Income Sales and Trading waitlist HERE Our content is for informational purposes only. You should not construe any such information or other material as legal, tax, investment, financial, or other advice.

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Your mid-week commentary is a day early this week because I am putting out a special film tomorrow all about everyone's favourite metal. Watch your inboxes.There is a shift of enormously significant proportions taking place. In magnitude it will prove as significant as Bretton Woods in 1944, when the dollar became the de facto global reserve currency, and the Nixon Shock of 1971, when the US abandoned the last vestiges of its gold standard.This shift is going to shape the global financial landscape over the next few years. You need to understand what is happening, so that you can position yourself and your family.You may even be able to profit handsomely from the transition.Today we explain US dollar policy: what is going on and, more importantly, where it is all going.Ready? Here goes.The Manufacturing Imperative and The Curse of the Reserve CurrencyAmerica wants to bring manufacturing back on shore. We all know this. US President Donald Trump has said it repeatedly, his VP JD Vance has said it, and so has his Treasury Secretary Scott Bessent, who keeps reminding us that it is now time to prioritise Main Street over Wall Street.Part of the reshoring of US manufacturing involves tariffs, as we know all too well. Part of it involves weakening the US dollar to make US exports more competitive. Again Trump, Vance and Bessent have all said it.However, there is a problem, and that problem has a name: Triffin's Dilemma.You might think it's an advantage to issue the global reserve currency. You can issue dollars. Everyone else has to work for them. The French called it "America's exorbitant privilege." But this was a status the US engineered for itself during the Bretton Woods Agreement that determined the monetary order at the end of World War Two.What has happened, however, is that it has made the US fat and lazy, especially since 1971 when the US abandoned the ties of the dollar to gold.To supply the world with dollars, the US must run trade deficits. That is to say it must buy more than it sells. Persistent trade deficits have, over time, eroded its industrial base. Factories and jobs have gone offshore. Foreign nations have used their profits to invest in US capital markets and its debt. Meanwhile financial markets - aka Wall Street - have grown and grown, as America financialized.The Trump administration gets it in a way its predecessors did not. Vance has actually called the dollar's reserve status a "tax" on American producers.What's more, as this process has continued, the credibility of the dollar itself is being called further into doubt.Trump wants to revitalise America's Rust Belt. But there is more to it than that. As the curtains pulled back with Covid, the extent to which the US has been operating with its trousers down was exposed: an excessive dependence on China and its supply chains for too many strategically essential products, especially related to health, tech and the military. Then, during the Ukraine conflict, NATO found itself unable to match Russian production. The US, in short, is struggling to produce critical goods. It's why Trump keeps harping on about rare earth metals. It is vulnerable.The answer is to engineer a "managed decline" of the dollar as global reserve asset.The Golden Exit StrategyThis was already happening organically. China, for example, has been reducing its holdings of US treasuries for ten years now - quite gradually - although its US dollar holdings remain above $3 trillion.Meanwhile, China - and many other countries along the Silk Road besides - have been increasing their gold holdings, and quite dramatically. (In my view China has at least four times as much gold as it says it does. You can read more on this in my book). The process is known as de-dollarisation. Just a few months ago gold overtook the euro to become the second most held asset by central banks, while the dollar itself fell beneath 50% for the first time this century.We are not seeing a move towards any other national currency as global reserve, but towards the neutral but universal asset that is gold, as analyst Luke Groman points out. That suits all the main players. Gold is neutral, and both the US (supposedly) and China have lots of it.Indeed, a gold revaluation would be a "win-win" for both. A higher gold price would strengthen US fiscal flexibility while boosting Chinese consumers' wealth, encouraging domestic consumption and reducing trade imbalances.There is the potential to leverage the US's 261 million ounces (8,133 tonnes) of gold reserves, currently marked to market at just $42/oz. There are two ways this might be done. Economist Judy Shelton has proposed issuing Treasuries that are in part backed by gold to offset the inflation/debasement risk to make them more attractive to buyers. The other possibility (which has gone from, as Bessent put it, "we are not doing this" to "we are not doing this yet") is to revalue the gold from $42 to the current price of $3,300/oz, which would create over $850 billion of reserves without having to incur any extra debt. That would help with the US's current fiscal challenges: true interest expenses (including entitlements and veterans' affairs) currently exceed 100% of Treasury receipts.If you buying gold or silver coins to protect yourself in these “interesting times” - and I urge you to - as always I recommend The Pure Gold Company. Pricing is competitive, quality of service is high. They deliver to the UK, the US, Canada and Europe or you can store your gold with them. More here.In short, the US administration is leaning into a weaker dollar and neutral reserve assets like gold to rebalance trade and rebuild domestic industry, even at the cost of short-term economic pain.Your really should subscribe.Bitcoin's Digital Advantage and The Stablecoin BridgeBitcoin, as the world's best neutral digital currency, is going to have a role to play in all of this as well.The US is quite happy with that, as evidenced by its pro-bitcoin rhetoric. At the national, corporate and individual levels the US has a lot of bitcoin. The US itself has 198,000 coins, the most of any nation, Strategy (NYSE:MSTR) has 630,000 and many other companies besides also hold, and at least 15% of US citizens own bitcoin. Of the eventual 21 million supply, of which probably 15% has been lost and another 1.3 million are locked up by Satoshi Nakamoto and will likely never appear (he is almost certainly dead), the US has a hefty chunk.Which brings us to the recent Genius Act. This effectively nixed CBDCs just as the EU's Christine Lagarde was planning to phase them in (LOL). However, it supported stablecoins (that is coins backed by dollars). The more bitcoin grows the more the stablecoin market will grow. As the stable coin market grows so will its demand for treasuries. Today, roughly half the entire US dollar stablecoin market, estimated at $250 billion, is invested in US treasuries (maybe 2% of the overall treasuries market). Tether is the world's 7th largest buyer.The market is small, but growing rapidly. 2035 projections include $500 billion (J.P.Morgan's projection) to $2 trillion (Standard Chartered) and $4 trillion (Bernstein) by 2035."If the stablecoin market meets these growth projections," says the Kansas City Fed, "it could lead to a substantial redistribution of funds within the financial system."In other words the stablecoin market is going to help the US fund its debt, just as other nations move away from treasuries to gold and bitcoin.Gold might suit the US, but bitcoin suits it better, especially if there are complications surrounding the Fort Knox gold, which it seems there are. Why no audit yet?Tell people about this.Gold vs Bitcoin, Analogue vs Digital: The Coming ShowdownIt's likely a few years from now there is going to be some sort of showdown between gold and bitcoin in the battle for primary reserve asset status. It's unlikely to be both. Governments will favour gold, as they have lots of it. Tradition is on their side. Eternal gold has a track record that is unrivalled. But it is an analogue asset in a digital world. Bitcoin is much more practical. Which will win out? Practical digital or impractical analogue?This is a contest that is still a way off. For now all roads lead to gold and bitcoin as the world de-dollarizes.Own both is what I say.Needless to say the UK is absolutely clueless in all of this, having sold two-thirds of its gold in 1999, made it near impossible for UK citizens to buy bitcoin, now planning to sell its bitcoin holdings, now the largest holder of US treasuries in the world after Japan and making no attempt to buy any gold.With the threat of AI and automation to America's jobs - especially in driving where millions work - there is the risk of mass unemployment coming quite quickly, and with it plentiful defaults on mortgages and loans. This could force the U.S. to print money, driving inflation and providing yet another reason to own gold and bitcoin, which cannot be debased.From October 8th, UK citizens will finally be able to buy bitcoin ETNs.I was lucky enough over the weekend to find myself as a house guest under the same roof as Interactive Investor CEO Richard Wilson. We talked a lot. He knows how landmark the date October 8th is for UK investors and has made sure II are well positioned in a way that other brokerages are not. You might not be able to buy the US ETFs due to FCA nonsense, but anything listed in the UK will be available. So if you don't already have an account at II you might do well to open an account now. Click this link and the first year is free.In short, the dollar will weaken significantly over the next three years. The pound is a basket case. National currencies are not stores of wealth. Gold and bitcoin are. Own both as the Trump administration addresses Triffin's Dilemma through a managed dollar decline. They will use gold and potentially bitcoin to restore US industrial and military strength.You have been warned.Tell people about this post.Watch your inboxes. Tomorrow I'll be putting out a 15-minute film all about gold called The Eternal Metal. On which note, The Secret History of Gold is out now. Got yours yet?The Secret History of Gold is available at Amazon, Waterstones and all good bookshops.Amazon is currently offering 20% off. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.theflyingfrisby.com/subscribe

The dollar dropped and gold gained after President Donald Trump removed Federal Reserve Governor Lisa Cook, raising concerns about the independence of the central bank. A gauge of the dollar retreated 0.3% as Cook will be removed from the position effective immediately, according to a letter Trump posted on his Truth Social account. The yen appreciated. Treasuries flipped after initially gaining on the news, sending yields on the benchmark 10-year higher by one basis point to 4.28%. Gold rose 0.5%. Asian stocks fell along with equity-index futures for US and Europe as Trump also threatened to place export curbs on chips. We get reaction from Peter McGuire, CEO at Trading.com Australia.Meantime, stocks were already under pressure after initial optimism about the Fed lowering interest rates vanished and US stocks retreated Monday. Stocks rallied on Friday after Federal Reserve Chair Jerome Powell opened the door for a possible interest-rate cut. The sense of euphoria eased as doubts over the pace of those reductions lingered on Wall Street as traders braced for a not-so-friendly price reading later this week. We examine the path ahead for monetary policy and the markets with Mary Ann Bartels, Chief Investment Strategist at Sanctuary Wealth.See omnystudio.com/listener for privacy information.

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Asian equities gained at the open, tracking Wall Street's rally, after Federal Reserve Chairman Jerome Powell opened the door to resuming interest rate cuts. Shares in Japan and South Korea advanced with MSCI's gauge for the region gaining 0.2%. Australian stocks hit a fresh record. Treasuries opened lower, giving up some of the gains on Friday after Powell's speech. Traders see an 84% chance of a Fed rate cut next month after Powell signaled at Jackson Hole the central bank may ease before inflation fully returns to target amid a softening jobs market. Still, officials remain split on the outlook, warning of lingering price risks from US trade tariffs ahead of this week's key inflation data. We get reaction from Matt Orton, Head of Advisory Solutions and Market Strategy at Raymond James Investment Management.Plus - Chinese stocks will be in focus with questions mounting over how much further the market can rally with concerns of trade tariffs and a deep-rooted property crisis weighing on the economy. While the market's steady advance may suggest less risk of a sudden correction, some analysts are warning that a bubble is in the making. The Nasdaq Golden Dragon China Index rose 2.7% Friday and futures indicated a stronger open for shares in Hong Kong and mainland China. We examine the week's market outlook with Qian Wang, Chief Asia Pacific Economist at The Vanguard Group. She speaks with Bloomberg's Shery Ahn and Avril Hong on The Asia Trade.See omnystudio.com/listener for privacy information.

On this week's Weekly Rollup Ryan and David ask if the cycle top is in and whether alt season is coming, debating if it is time to buy the dip or sell everything while reviewing 30 market signals. ETH ETFs pull in over $3B as Tom Lee buys and Saylor mints more MicroStrategy shares, yet prices remain stuck and treasury premiums compress. Meanwhile the Fed signals a pro-crypto shift, Wyoming unveils a state stablecoin, and New York threatens new taxes, setting up another pivotal week in crypto. ---

The GENIUS Act, requiring stablecoins to be backed by U.S. Treasuries, follows the same funding model as the National Bank Acts; however, it has serious limitations. Stablecoins can bolster the market for U.S. debt, but they won't tame the voracious interest monster that is consuming the federal budget. When we examine the current economic climate and the daily news, it is clear that there is widespread popular discontent. The impression they give you is that there is no way to beat the system -- that you are stuck in a debtor's prison without any resources to protect what little assets you have left. All points lead to what could be seen as a financial firestorm. All that is needed is one spark, and you will have to decide how to hang on to what little assets you have. Listen to Ground Zero with Clyde Lewis tonight from 7-10 pm, pacific time on groundzeroplus.com. Call in to the LIVE show at 503-225-0860. #groundzeroplus #clydelewis #stablecoins #GENIUSAct #debt #interestrates

AUG 20 HeadlinesTether minted another $1B USDT on Ethereum, fueling questions about stability.Pump.fun surges past $800M revenue while Bonk.fun collapses, showing Solana memecoin momentum shifts.Public companies and funds now hold over 2% of ETH supply, with SharpLink, BlackRock, and others ramping up accumulation.Fed Governor Michelle Bowman says the U.S. is at a “crossroads” on whether to lead or lag in blockchain innovation.Binance's new Plasma USDT product filled its $250M cap in 20 minutes, offering yield plus XPL airdrops.Little BitsMonad Trading Cards: 5K CT users got drops, with peer nominations driving recognition.1Kosmos: Cybersecurity startup raised $57M Series B + $10M credit line, building passwordless ID verification.Across Protocol: Launched single-step native bridging between Ethereum and Solana, aiming to reduce 13% drop-off from clunky multi-step bridging.WHERE TO FIND DCNdailycryptonews.nethttps://twitter.com/DCNDailyCryptoEMAIL or FOLLOW the HostEmail: kyle@dailycryptonews.net*****Magic Newton Wallethttps://magic.linkTrader Cobb X: @TraderCobbhttps://www.thegrowmeco.com/Editing Serviceshttps://www.contentbuck.com——————————————————————***NOT FINANCIAL, LEGAL, OR TAX ADVICE! JUST OPINION! I AM NOT AN EXPERT! I DO NOT GUARANTEE A PARTICULAR OUTCOME I HAVE NO INSIDE KNOWLEDGE! YOU NEED TO DO YOUR OWN RESEARCH AND MAKE YOUR OWN DECISIONS! THIS IS JUST EDUCATION & ENTERTAINMENT! Hosted on Acast. See acast.com/privacy for more information.

The Signal Beneath the Noise Serious operators obsess over the next print, but my podcast/YouTube guest this week, Bankrate senior economic analyst, Mark Hamrick, argues the industry is missing the structural signals that actually set the cost of capital and shape demand.   Start with this premise: Data credibility is a macro variable.   When the quality of national jobs and inflation statistics is questioned, it is not just an esoteric Beltway quarrel; it becomes a pricing input for Treasuries and, by extension, mortgages, construction loans and exit cap rates.   As Hamrick puts it, the path to good decisions for households, enterprises and policymakers ‘is lined by high quality economic data, most of which is generated by the federal government.' Hamrick's concern is not theoretical. He links the chain plainly: if markets doubt the numbers guiding the Federal Reserve's dual mandate, you can ‘envision a scenario where there's less demand for our Treasury debt,' forcing higher yields to clear supply – an economy‑wide tax that lifts borrowing costs from mortgages to autos and narrows the Fed's room to maneuver.   What Happens If Trust Erodes? The near‑term catalyst for this anxiety is unusual: the Labor Department's head statistician was fired after unfavorable revisions, and an underqualified nominee has floated ideas as extreme as not publishing the data at all. Hamrick's advice for investors and executives is simple: pay attention. This may not break the system tomorrow, but it introduces risk premia where none previously existed.   Through a real estate lens, the translation is straightforward.   Underwriting already contends with volatile inputs on rents, expenses and exit liquidity; add a credibility discount on macro data and your discount rate moves against you. Prudent sponsors should stress‑test deals for a modest upward shock in base rates – an echo of Hamrick's ‘economy‑wide tax' – and consider how thinner debt markets would propagate through construction starts and refis.   Housing's Lock‑In: Inventory, Not Prices, Is the Release Valve The ‘lock‑in effect' remains the defining feature of U.S. housing. Owners sitting on sub‑3% mortgages are rationally immobile, starving resale inventory and suppressing household formation mobility, a dynamic Hamrick equates with today's ‘no hire, no fire' labor market: stable but sluggish churn. Builders fill some of the gap, but affordability remains constrained by national price firmness and still‑elevated mortgage rates relative to the pandemic trough.   What happens if mortgage rates dip to 6.25% or even 5.5%? Don't expect a binary ‘unlock.' Hamrick argues for incremental improvement rather than a light switch: lower rates would expand qualification and appetite gradually, and, crucially, free inventory. He is less worried that cheaper financing simply bids up prices; the supply response from would‑be sellers is the more powerful margin effect.   For operators underwriting for‑sale housing (build to rent or single-family home developments), the tactical read is to focus on markets where latent move‑up sellers dominate and where new‑home concessions currently set the comp stack. He also reminds us of the persistent, national‑level truth: prices have been unusually firm for years; in the U.S., homeownership is still the primary path to wealth – advantage owners, disadvantage non‑owners.   Wealth Transfer: Inequality In, Inequality Out The widely cited $84 trillion Boomer‑to‑GenX/Millennial wealth transfer via inheritance won't repair the middle class. It will mainly perpetuate asset inequality: assets beget assets, and the recipients most likely to inherit are already nearer the ‘have' column. That implies continuing bifurcation in housing demand (prime school districts, high‑amenity suburbs) alongside a renter cohort optimizing for cash‑flow goals rather than equity growth. For CRE, that supports a barbell: high‑income suburban nodes + durable rental demand where incomes grow but deposits lag.   Renting Without Shame and the Budget Reality Check Hamrick is refreshingly direct: there is no shame in renting as, perhaps, there used to be. For many households, renting is a rational bridge to other financial goals; build emergency savings, avoid surprise home maintenance expenses, and keep debt service from getting ‘too far out over your skis.'   For CRE owners, this fortifies the case for professionally managed rental product with transparent total‑cost‑of‑living and flexible lease options. For lenders, it argues for cautious debt-to-income ratios and expense reserves in first‑time buyer programs.   Tariffs, Inflation, and the New Dashboard Hamrick closes with a monitoring list to stay on top of dominant economic trends: labor market strength (monthly employment; weekly jobless claims), the inflation complex (Consumer Price Index (CPI), Producer Price Index (PPI), and Personal Consumption Expenditures index (PCE)), and the full housing tape (mortgage rates, existing/new sales, builder confidence, starts) plus, of course, one political‑economy input now impossible to ignore: tariffs, with the effective rate at the highest level since the Great Depression.   For CRE, tariffs are not an abstract: they seep into materials costs, fit‑out budgets, and the headline inflation path that steers the Fed. Sponsors should build tariff scenarios into Guaranteed Maximum Price (GMP) contingencies and model procurement alternates.   Actionable Takeaways for CRE Professionals Price a credibility premium: Run sensitivities for higher Treasury yields if data trust wobbles; Pay attention to how easily the government can sell its debt and the extra yield investors demand on longer bonds. Both shape interest rates, which then filter into real estate cap rates. Underwrite inventory elasticity, not sticker shock: As rates ease, model inventory release ahead of price spikes; focus on submarkets with pent‑up sellers. Lean into renting's rationality: Product that aligns with household cash‑flow priorities will capture durable demand while affordability resets. Track tariffs as a construction line‑item and macro tailwind to inflation: Feed this into budgets and hold periods. My conversation with Mark really brought home how connected real estate is to the bigger capital markets picture. If you want a sense of where cap rates are heading, keep an eye on the bond market – because that's where the story starts.   *** In this series, I cut through the noise to examine how shifting macroeconomic forces and rising geopolitical risk are reshaping real estate investing.   With insights from economists, academics, and seasoned professionals, this show helps investors respond to market uncertainty with clarity, discipline, and a focus on downside protection.    Subscribe to my free newsletter for timely updates, insights, and tools to help you navigate today's volatile real estate landscape. You'll get: Straight talk on what happens when confidence meets correction - no hype, no spin, no fluff. Real implications of macro trends for investors and sponsors with actionable guidance. Insights from real estate professionals who've been through it all before. Visit GowerCrowd.com/subscribe Email: adam@gowercrowd.com Call: 213-761-1000

I'm excited to share something I've negotiated for you guys: you can now get a Glint Card for FREE (normally $10) just by registering with my code ‘SNIDER' or filling out the form on the page I've linked below.All the details and more about Glint are at https://partner.glintpay.com/eurodollar/It's gotten so bad that serious Wall Street commentators are openly talking about yield curve control for Treasuries - just like they did four years ago. Yet, YCC never happened for the same reason it won't happen today. While the same people calling for the Fed to buy bonds in order to stabilize interest rates say this is needed because foreigners are ditching USTs and the dollar, the latest data shows the opposite is happening. Again.This video was sponsored by Glint. Graphic representations of value are for illustrative purposes only. The Glint Debit card is issued by Sutton Bank, Member FDIC. The sale, purchase and storage of precious metals are offered by Glint, and not Sutton Bank. Your investment in precious metals through Glint is:-Not insured by the FDIC.-Not a deposit or other obligation of, or guaranteed by, Sutton Bank.-Subject to investment risks, including the possible risk of loss of the principal amount invested.All investments involve risk, including possible loss of principal. The value of precious metals is affected by many economic factors, including but not limited to the current market price, demand, perceived scarcity, and quality of the precious metal.  Precious metals can increase or decrease in value. Past performance is not a guarantee of future results. As such, investing in precious metals may not be suitable for everyone.Glint Pay Inc. is a U.S. based authorized Card Program Manager, not a bank. Banking services are provided by our partner Sutton Bank, Member FDIC. Glint Pay Inc. employs effective Anti-Money Laundering (AML), Countering the Financing of Terrorism (CFT), and fraud prevention systems and controls to mitigate and combat risks.Eurodollar University's Money & Macro Analysishttps://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

S&P futures slightly down, coming after solid gains last week that saw several fresh record highs. Treasuries are a bit firmer across the curve. Yields are down after bear steepening move last week. Dollar index up, Gold up. Bitcoin futures down, WTI crude up. Geopolitics remains the biggest focus over the weekend after Friday's summit between Trump and Putin ended with no commitment for Russia to end the Ukraine war. European leaders including Ukraine's Zelenskiy are set to meet Trump in Washington today, while White House officials confirmed the US would offer Ukraine a secure guarantee. Companies Mentioned: Saudi Aramco, Petrobras, Tesla

In this week's episode of the Rich Habits Podcast, Robert Croak and Austin Hankwitz walk through the rise of crypto treasury companies, the US government's 15% revenue share on China-specific chip revenue from Nvidia and Advanced Micro Devices, and Amazon's new same-day grocery delivery rollout. ---

We've always known Dutch Disease as what happens when a country strikes oil or gas and accidentally hollows out the rest of its economy. But what if the United States' great “resource discovery” wasn't energy, it was debt? This week we talk to Brendan Greeley about his brilliant framework for understanding America's political economy: the world's insatiable appetite for U.S. Treasuries has turned debt into a commodity tap Washington can turn on at will. We explore how this constant borrowing props up the dollar, guts manufacturing, swells Wall Street, and fuels a political scramble for control of the spigot, with eerie parallels to Ireland's own multinational tax windfall. Along the way, we ask why old economic theories can't explain the dollar's resilience, why quality of spending matters more than quantity, and what history says about how this all might end. Hosted on Acast. See acast.com/privacy for more information.