Podcasts about treasuries

This week, we dive into the fascinating intersection of crypto, AI, and traditional public markets with Sal Ternullo, Co-Founder and CEO of SovereignAI ($OP / $SVRN). SovereignAI is setting out to acquire a substantial treasury of NEAR Protocol tokens and is bringing institutional finance rigor to the space. Sal breaks down their unique strategy, which includes: Public Listing: Bridging the gap between the NEAR token and NASDAQ investors. Active Options Management: Utilizing advanced options strategies—specifically selling puts to optimize accumulation and potentially selling calls—to generate yield and manage risk on their core NEAR holding. Counterparty Risk: How they are actively managing risk across multiple Tier 1 venues in a way that differs from standard, single-threaded asset managers. Also Covered: We recap the market action, including the significant drop in Bitcoin and Ether prices, which has driven volatility higher and skew sharply to the downside. Plus, a look at the explosive volume in IBIT options and the latest wild moves in crypto mining stocks like Mara and ETHZilla.

This week, we dive into the fascinating intersection of crypto, AI, and traditional public markets with Sal Ternullo, Co-Founder and CEO of SovereignAI ($OP / $SVRN). Sovereign AI is setting out to acquire a substantial treasury of NEAR Protocol tokens and is bringing institutional finance rigor to the space. Sal breaks down their unique strategy, which includes: Public Listing: Bridging the gap between the NEAR token and NASDAQ investors. Active Options Management: Utilizing advanced options strategies—specifically selling puts to optimize accumulation and potentially selling calls—to generate yield and manage risk on their core NEAR holding. Counterparty Risk: How they are actively managing risk across multiple Tier 1 venues in a way that differs from standard, single-threaded asset managers. Also Covered: We recap the market action, including the significant drop in Bitcoin and Ether prices, which has driven volatility higher and skew sharply to the downside. Plus, a look at the explosive volume in IBIT options and the latest wild moves in crypto mining stocks like Mara and ETHZilla.

This week, Jason and Matt sit down with Mark Goodwin, the former Editor-in-Chief of *Bitcoin Magazine* and one of the sharpest minds in the crypto space. Mark is the author of "The Bitcoin-Dollar" thesis and a leading voice on the intersection of state power, financial control, and the future of money. We dive deep into one of the most dangerous psyops in modern finance: the stablecoin trap. Mark explains why "compliant," centralized stablecoins like USDC are not the free-market alternative to a CBDC, but are, in fact, *more dangerous*. They are the Trojan horse for the exact same surveillance grid—a CBDC in sheep's clothing, built by corporate partners and designed to be fully permissioned, frozen, and censored at the state's command. Mark breaks down the macro-picture, revealing how stablecoins backed by U.S. Treasuries are the empire's new, high-tech scheme to kick the can down the road. As the national debt hits escape velocity, the state is now "tokenizing its debt," creating a new digital wrapper to prop up the dollar ponzi. We explore the perfect bipartisan consensus that's building this digital prison: the MAGA right rails against CBDCs while embracing "federally approved" stablecoins, while the left demands the very regulations that make them instruments of surveillance. Both roads lead to the technocratic end-goal voiced by BlackRock's Larry Fink: the tokenization of *all* assets. We also explore the dark theory of whether Bitcoin itself was an intelligence agency "limited hangout" designed to herd us into a traceable system. Finally, we end on a powerful white pill. If centralized stablecoins are the trap, the only way out is through *permissionless* technology. We discuss the critical need for true privacy tools—like Monero, Zcash, and Zano's fUSD—that are *technologically incapable* of being co-opted, and how the market is finally waking up to the demand for real financial freedom. (Length: 1:18:47) Click Here to Support TFTP. Mark on Twitter: https://x.com/markgoodw_in  Mark's writing on Unlimited Hangout: https://unlimitedhangout.com/author/mark-goodwin/ The Bitcoin Dollar: https://store.bitcoinmagazine.com/collections/books/products/the-bitcoin-dollar-book

My interview with Jehan Chu, Founder of Kenetic Capital.  - Over 250 digital asset treasuries now manage tens of billions across Bitcoin, ETH, Solana and more - These vehicles are creating a flywheel of price support and market momentum - Japan's MetaPlanet and Brazil's Orange are key regional leaders - DARTs offer regulatory, tax, and capital market advantages across jurisdictions  - Crypto exposure is no longer just direct ownership—it's financial engineering Powered by Phoenix Group The full interview is also available on my YouTube channel: YouTube: http://bit.ly/4hEJjqh    

A burned map with the target house circled. A blackened hunting knife in a roadside ash ring. And a timeline that narrows to minutes before a panicked evidence dump. We take you from Bonnie Von Stein's bandaged hospital bed to a midnight search on a rural road, where a farmer's tip turns a hazy home invasion into a meticulously planned attack.We walk through the Sunday night dinner that anchors the timeline, the medical details that undermine a simple narrative, and the tension around who could have known about a recent inheritance, a planned shift to Treasuries, and a life insurance stack that now looms large. Bonnie opens up about money, keys, and house routines; the detectives track painters, housekeepers, lawn crews, and a pet sitter with a key. Then the evidence shifts the ground: charred jeans, a Reebok sole, and two sheets of paper, one a hand-drawn map of Smallwood with Lawson Road labeled and the Von Stein address marked. The attack looks planned by someone unfamiliar with the neighborhood and hurried enough to leave the knife and map where a passing farmer might notice a fire.As storms roll over a packed chapel, the investigation grinds on. A missing blunt weapon suggests a second dump site; a daylight grid search comes up empty. Relatives worry that Chris and Angela seem oddly calm; a peer describes Chris as fragile, unlucky, and rumored to use drugs. Nothing proves involvement, but the fire's timing, the map's intent, and the drive toward Raleigh tighten the circle. Through it all, Bonnie cooperates fully, even providing a blood sample, while her doctor expects a quick discharge and treats her as a victim without hesitation.This chapter is about planning, proximity, and the secrets that make or break a case. Follow the evidence from ICU to asphalt and decide what matters most: the money trail, the map, or the missing club. If this deep dive gripped you, follow the show, share it with a friend, and leave a review telling us which clue you think the detectives should chase next.Send us a text Support the show

Wall Street’s main indexes rose overnight, with the S&P 500 and Nasdaq both higher as Kenvue surged on buyout news. Amazon’s $38 billion deal with OpenAI lifted its shares and boosted Nvidia's as well. U.S. Treasuries were mixed amid uncertainty surrounding the government shutdown, while in Europe, equities edged higher as investors assessed a fresh batch of earnings. In commodities, oil prices held steady despite OPEC+ signalling a pause on output hikes. Gold was little changed ahead of key U.S. private payroll data, and iron ore slipped on weaker steel production in China. Back home, Aussie shares are expected to ease ahead of the RBA’s interest rate decision. 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.

“Objects in motion tend to stay in motion,” quotes Jay Pelosky, expecting the U.S. and China to keep “running hot” next year. He thinks international will outperform U.S. as a secular shift takes place, and thinks energy is one of the “most attractive regions” in markets. He anticipates a continued bull market in commodities next year, and thinks it will expand to new products. Jay notes that he is not in U.S. Treasuries at all and thinks the dollar could be in trouble.======== 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

Send us a textDo Deficits Make You Rich?The uncomfortable truth: fiscal stimulus creates wealth, not consumer inflation.Sat pondering in a Caribbean bar, thinking about intelligence, the Fed, deficits, and why inflation lives in Wall Street not in your supermarket basket. When the government runs a deficit, it injects reserves into the system, an automatic overdraft with the banking system. Later it issues Treasuries that drain those reserves. Economists call it a swap. Net financial wealth in the private sector rises because no one in the private sector owes that shortfall. The government owes it. Not another private entity.So does government spending make you rich? Deficits don't spill into the supermarket, they seep into the trading book. Treasuries move through repo markets, pledged and rehypothecated, transformed into money-like instruments that lubricate leverage. CPI stays calm while portfolios swell. Fiscal deficits expand collateral, leverage builds, and asset prices rise. The inflation we should fear isn't at the checkout counter. It's in the mirror of prudence we call Wall Street.Support the show⬇️ Subscribe on Patreon or Substack for full episodes ⬇️https://www.patreon.com/HughHendryhttps://hughhendry.substack.comhttps://www.instagram.com/hughhendryofficialhttps://blancbleustbarts.comhttps://www.instagram.com/blancbleuofficial⭐⭐⭐⭐⭐ Leave a five star review and comment on Apple Podcasts!

On today's podcast: 1) President Trump and Chinese President Xi Jinping agreed to extend a tariff truce, roll back export controls and reduce other trade barriers in a landmark summit on Thursday, potentially stabilizing relations between the world’s biggest economies after months of turmoil. In the first sitdown between leaders since Trump’s return to the White House, the pair agreed China would pause sweeping controls on rare-earth magnets in exchange for what Beijing said was a US agreement to roll back an expansion of restrictions on Chinese companies. The US will also halve fentanyl-related tariffs on Chinese goods, while Beijing resumes purchases of soybeans and other agricultural products. The US is also extending a pause on some of its so-called reciprocal tariffs on China “for an additional year,” the Commerce Ministry in Beijing said in a statement, adding that China “will properly resolve issues related to TikTok with the US side.” Trump said he would visit China next April, with Xi planning to head to the US afterward. Despite speculation that Trump might make additional concessions — including the US opening access to Nvidia Corp.’s most advanced Blackwell line or changing its policy toward Taiwan — the president indicated that those issues hadn’t been part of the discussions. Trump and Xi did discuss access to some of the chipmaker’s other products, however, with the US president saying he planned to speak with Nvidia CEO Jensen Huang. 2) The largest technology companies are betting on an AI future powered by gigantic complexes of data centers filled with humming servers. Now that the staggering cost of this push is coming into sharper focus, it’s testing nerves on Wall Street. Three bellwethers from different corners of the technology world – Alphabet Inc., Meta Platforms Inc. and Microsoft Corp. — together racked up some $78 billion in capital expenditures last quarter. That’s up 89% from a year earlier. Most of that cash was destined for data center construction and graphics processing units and other gear to fill them. Each increased their forecasts for future outlays. That was enough to rattle investors conditioned to expect enormous spending. 3) Treasuries fell the most in nearly five months after Federal Reserve Chair Jerome Powell cast doubt on a December interest-rate cut, even as a sagging labor market prompted policymakers to bring down borrowing costs Wednesday. While the central bank delivered a widely expected reduction in the benchmark lending rate to 3.75%-4%, Powell’s hawkish outlook ruffled the $30 trillion US bond market. At his afternoon press conference, Powell said a further reduction in rates at the December meeting “is not a foregone conclusion,” sending yields across tenors up by the most since June. See omnystudio.com/listener for privacy information.

Todas as manhãs, acompanhe o Momento Mercado e comece o dia muito bem informado. É um conteúdo rico, com linguagem leve, que traz o fechamento de mercado do dia anterior e os principais destaques do dia atual. Siga nosso canal e acompanhe nossos conteúdos diários! #MomentoMercado #MorningCall #Bradesco #Investimentos #MercadoFinanceiro #Economia #RendaVariavel #Acoes #Ibovespa #Cambio #DolarSee omnystudio.com/listener for privacy information.

Bloomberg's Tom Keene, Jonathan Ferro and Lisa Abramowicz discuss remarks from Fed Chair Jay Powell following the Federal Reserve's latest policy decision on a special edition of Bloomberg Surveillance. Treasuries extended losses after Federal Reserve Chair Jerome Powell said a December interest-rate cut was not set in stone, even after delivering a widely expected quarter-point reduction to prop up the labor market. The central bank reduced its benchmark lending rate to 3.75%-4% in its second straight cut — though two officials dissented. “A further reduction in the policy rate at the December meeting is not a foregone conclusion, far from it,” Powell said in the opening comments of his press conference. In their post-meeting statement, Fed policymakers on Wednesday repeated their assessment that “job gains have slowed” and said “risks to employment rose in recent months.”See omnystudio.com/listener for privacy information.

Bloomberg's Tom Keene, Jonathan Ferro and Lisa Abramowicz discuss remarks from Fed Chair Jay Powell following the Federal Reserve's latest policy decision on a special edition of Bloomberg Surveillance. Treasuries extended losses after Federal Reserve Chair Jerome Powell said a December interest-rate cut was not set in stone, even after delivering a widely expected quarter-point reduction to prop up the labor market. The central bank reduced its benchmark lending rate to 3.75%-4% in its second straight cut — though two officials dissented. “A further reduction in the policy rate at the December meeting is not a foregone conclusion, far from it,” Powell said in the opening comments of his press conference. In their post-meeting statement, Fed policymakers on Wednesday repeated their assessment that “job gains have slowed” and said “risks to employment rose in recent months.”See omnystudio.com/listener for privacy information.

US stocks gave up early gains after Jerome Powell signalled the central bank may not cut rates again this year. U.S. Treasuries slumped after Powell clarified that a December cut isn’t guaranteed. Nvidia became the first company to reach a $5 trillion market value, while Caterpillar hit a record high as strength in its energy business lifted shares. In commodities, copper reached a record high due to supply shortages, and oil prices rose following a sharp decline in US stockpiles. Elsewhere, the Bank of Canada cut interest rates, and back home, Aussie shares are set to open lower on Thursday as rate cut hopes are dashed. 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.

On the Flyover Conservatives Show, we sat down with Miles Franklin's Andy Schectman to reveal how the U.S. could intentionally devalue the dollar to bring back manufacturing and end its dependence on foreign debt. He breaks down Trump's reported plan to peg Treasuries to gold, create digital “stablecoin” demand through the Genius Act, and use soaring gold and Bitcoin prices to reset America's balance sheet. Andy explains how this massive financial shift could quietly rewrite the global monetary order—long before the public even notices.On the Flyover Conservatives Show, we sat down with Miles Franklin's Andy Schectman to reveal how the U.S. could intentionally devalue the dollar to bring back manufacturing and end its dependence on foreign debt. He breaks down Trump's reported plan to peg Treasuries to gold, create digital “stablecoin” demand through the Genius Act, and use soaring gold and Bitcoin prices to reset America's balance sheet. Andy explains how this massive financial shift could quietly rewrite the global monetary order—long before the public even notices.TO WATCH ALL FLYOVER CONTENT: www.theflyoverapp.comTO WATCH ALL FLYOVER CONTENT: www.theflyoverapp.comFollow and Subscribe on YouTube: https://www.youtube.com/@TheFlyoverConservativesShow Follow and Subscribe on YouTube: https://www.youtube.com/@TheFlyoverConservativesShow Andy SchectmanAndy SchectmanX: https://x.com/MilesFranklinCo X: https://x.com/MilesFranklinCo WEBSITE: www.milesfranklin.comWEBSITE: www.milesfranklin.comTo Schedule A Time To Talk To Dr. Dr. Kirk Elliott Go To To Schedule A Time To Talk To Dr. Dr. Kirk Elliott Go To ▶ https://flyovergold.com▶ https://flyovergold.comOr Call 720-605-3900 Or Call 720-605-3900 Andy Schectman is the President and CEO of Miles Franklin Precious Metals, a family-owned company specializing in physical gold and silver since 1989. With over three decades in the precious metals industry, Andy has become one of America's most trusted voices on sound money, wealth preservation, and economic resets. He's known for breaking down complex financial systems—like COMEX manipulation, BRICS de-dollarization, and gold revaluation—into plain, actionable insights. A frequent guest on leading alternative media platforms, Andy has earned a reputation for accuracy and integrity long before mainstream analysts caught up. His passion is helping everyday Americans protect themselves from the coming monetary transformation.Andy Schectman is the President and CEO of Miles Franklin Precious Metals, a family-owned company specializing in physical gold and silver since 1989. With over three decades in the precious metals industry, Andy has become one of America's most trusted voices on sound money, wealth preservation, and economic resets. He's knowSend us a message... we can't reply, but we read them all!Support the show► ReAwaken America- text the word FLYOVER to 918-851-0102 (Message and data rates may apply. Terms/privacy: 40509-info.com) ► Kirk Elliott PHD - http://FlyoverGold.com ► My Pillow - https://MyPillow.com/Flyover ► ALL LINKS: https://sociatap.com/FlyoverConservatives

Global stocks rose on renewed optimism that the United States and China are nearing a trade agreement. The upbeat sentiment also lifted commodity prices, with copper and oil posting gains. In contrast, Treasuries declined and gold slipped. Looking ahead, investors face a pivotal week featuring interest rate decisions from four G7 central banks and earnings reports from five of the ‘Mag-7' tech giants—Microsoft, Alphabet, Meta, Apple, and Amazon. Joining the show is Markus Wachter from our Technical Analysis team. He discusses the significance of Japan's Nikkei breaking above the 50,000-point level and shares his outlook on the Swiss franc, anticipating the end of a prolonged consolidation phase.(00:00) - Introduction: Bernadette Anderko, Product & Investment Content (00:25) - Markets wrap-up: Jan Bopp, Product & Investment Content (06:32) - Technical Analysis update: Markus Wachter, Technical Analysis (09:54) - Closing remarks: Bernadette Anderko, Product & Investment Content Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.

In This Episode:Why Treasuries are having their strongest October in years.The significance of the negative stock–bond correlation and what it signals for portfolios.Inflation and labor market trends supporting potential Fed rate cuts.How gold, palladium, and other metals fit into a late-cycle allocation.Our portfolio adjustments: longer-duration Treasuries, selective pro-cyclical tilts, and risk management strategies.Why loose financial conditions continue to support speculation — and how we're positioning for the next phase of the cycle.Resources & Links:Subscribe to our Dantes Outlook Substack for full market intelligence updates and model portfolio insights.Email our team: damanick@dantesoutlook.com for private client access and portfolio consultation.

Economist Dave Rosenberg, president of Rosenberg Research, says that his preferred indicators on economic growth are showing a slowing economy, where "the recession may already be starting." He acknowledges that the stock market "hasn't figured this out," but he says — based on the way Treasuries are trading — that the bond market has already figured it out. Rosenberg says that the market has "been in a bubble environment for many, many months," but that it can continue to inflate without popping for a while. "You're investing in an environment where the wind is in your face," he says, "it's not at your back." For a decade now, Chuck has offered the trick-or-treaters in his neighborhood a chance to pick cash or candy, and the opportunity to make a trade to try to get a bigger treat. It's his way of teaching basic financial decision-making, where children must consider if the financial prize is worth more to them because it's different and more useful than candy. The game changes in small ways each year, and Chuck is unveiling a new "second chance" option that actually would be a really bad choice for the children. Chuck also talks about how you can do your own scaled-down version of cash-or-candy in your home. Discount-capture investor Rob Shaker, portfolio manager at Shaker Financial Services, says that he's "not seeing anything in the closed-end fund space that would point to any type of bubble conditions," but instead sees generic, seasonal discount-widening caused by the start of year-end tax selling. Still, he says investors should make sure they are comfortable that they can weather those flurries "and readjust to the better things that are on sale and then double-collect on the way up."  Plus Jon Stubbs, analyst at Clever Real Estate talks about the housing market as measured by trends in national statistics, which have shown that homes are now on the market for longer than during the summer, with median home values up slightly but median sale prices up more, suggesting that investors are paying a premium to make a deal now.

In this episode we answer emails from Luc and Nick.  We discuss the four levels of investors, the fundamental problems with identity that terms like "saver" and "Boglehead" cause per Morgan Housel, fallacious reasoning often applied to investing and portfolio construction, equity core with growth–value balance and small-cap value tilt, VTI vs VUG trade-offs and tax considerations, tax efficient asset location for bonds, equities, gold, considerations about alternatives like managed futures, and using risk parity portfolios for intermediate term savings during your accumulation phase.Links:Luc's Boglehead Forum Link:  Golden Ratio Portfolio - Frank Vasquez - Bogleheads.orgMindy Jensen's Risk Parity Style Portfolio:  We Built a 5% SWR Retirement Portfolio Using Fidelity in 48 Minutes (Golden Ratio Portfolio)Breathless Unedited AI-Bot Summary:Want a portfolio that funds your life, not your identity? We dig into the fuss around the “Golden Ratio” name and get to what actually matters: principles that increase safe withdrawal rates and reduce stress when markets turn weird. Instead of defending a formula, we show how to use uncorrelated assets, thoughtful macro-allocation, and enough simplicity to keep you invested without blinding you to risk.We break down four investor levels—from money hygiene and shiny-object traps to the comfort of low-cost indexing—and then the jump to level four, where professional-grade ideas get translated for DIY investors. That's where uncorrelated assets like Treasuries, gold, and managed futures earn their keep, not because they're trendy, but because they lower correlation to stocks and smooth cash flows across regimes. We also call out common fallacies that derail portfolio debates: past performance cliches that prove nothing, irrelevant metrics used as cudgels, and cherry-picking that erases the 1970s and 2022 as if rare events never recur.Then we get practical with a young FI couple: how to build a durable equity core by pairing total market or large-cap growth with a small-cap value tilt, why VTI is usually fine while VUG may diversify better against value in tax-deferred accounts, and how to avoid tax pain when transitioning. We map smart asset location—ordinary-income generators in traditional, long-term growers in Roth, tax-efficient equities in taxable—and set realistic ranges: 40–70 percent stocks, 15–30 percent Treasuries, under 10 percent cash, and 10–25 percent alternatives. No dogma, just ranges that historically support higher withdrawal rates.We close with a versatile idea: an intermediate risk parity “slush” portfolio you can tap for big purchases without riding the all-stock rollercoaster. Add to laggards, sell winners, keep it simple, and stay focused on the only scoreboard that matters—sustainable spending. If you're ready to trade identity for outcomes and marketing for math, this one's for you.If this resonated, follow the show, leave a review, and share it with a friend who's rethinking their allocation. Your future self—and your future spending—will thank you.Support the show

Jamison and Lexy unpack a new survey suggesting cap rates may have peaked as Treasury yields stabilize—and explain, in plain English, what a cap rate is, why it moves inversely with values, and how rate cycles flow through underwriting. They connect the dots between the Fed's dual mandate, tariffs, and inflation risk; why a true rate-cut cycle would flip us from buyer's to seller's market; and how to think about timing with the classic “market clock” analogy. Then they dive into the numbers: apartment transactions up ~12% in Q2, pricing vs. 2015–2019, why renting is still far cheaper than buying, and why new supply is set to fall off a cliff—a setup for future rent growth. They close with Neighborhood Ventures' playbook: buy below replacement cost, prefer well-located distressed assets, and renovate (or not) where it pencils. What they cover: Cap rates 101 → cash flow ÷ value, and the inverse relationship to pricing Why stabilized Treasuries + expected rate cuts could mark the turn The Fed's inflation/employment balancing act—and what tariffs might do Q2 deal flow: multifamily transactions rising and confidence returning Rent vs. buy gap: why apartments still have room to run Supply outlook: deliveries slowing sharply → conditions for rent growth Strategy now: buy vs. build, replacement cost math, and timing the “7 o'clock” entry ⚠️ Disclaimer: This episode is for informational purposes only and is not tax, legal, or investment advice. Always consult qualified professionals about your specific situation.

a16z crypto's CTO Eddy Lazzarin and partner Daren Matsuoka return for our annual State of Crypto to map where 2025 really is on the curve: a price–innovation cycle poised to hand the baton back to builders, Bitcoin holding ~50% share, and 70M people now using crypto on-chain out of 716M owners. We dig into why institutions are actually shipping (not just PR), how stablecoins now rival Visa-scale volumes and sit among top U.S. Treasury holders, why DEX spot share near 20% changes price discovery, and how perps, infra throughput, and fee-switch economics are reshaping revenue across chains. Plus: prediction markets' second act, the AI×crypto handshake (agents, proof-of-humanity, IP), and Bitcoin's long-dated quantum dilemma. ---

My interview with Taran Sabharwal, Founder and CEO of Stix.  - How private OTC #crypto markets are handling over $1B in monthly volume  - The cyclical nature of secondaries and locked token trading  - Who's selling: VC funds and foundations  - Who's buying: prop trading firms, family offices, and private wealth  - Case study: #Solana secondaries moving from 50% to 15% discount  - How digital asset treasury firms are enabling access for traditional capital  - The arbitrage opportunity between discounted tokens and liquid futures  - Why #ETFs can't compete with token treasuries on flexibility and yield  - The growing role of market-neutral strategies in altcoin investments  - Long-term outlook on institutional access to crypto via equity structures Powered by Phoenix Group Powered by Phoenix Group The full interview is also available on my YouTube channel: YouTube: http://bit.ly/42Ue7gK    

Is this the beginning of the end for ETFs? In this episode, we sit down with Matt Zhang, founder of Hivemind Capital, to unpack the rise of DATs, which might completely rewrite the rules for crypto exposure, institutional adoption, and long-term token value. ~~~~~

In this episode we answer emails from Ron, Mark, Rick and Keith.  We revel in your generosity and discuss the mechanics of monthly withdrawals and how rebalancing smooths that over, modelling portfolio with money going in and money going out, and a follow up on portfolios employing futures contracts as leverage.  And gooooold!  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:Father McKenna Center Donation Page:  Donate - Father McKenna CenterOur South Africa Trip Video Playlist:  Penguins in Cape TownRemembering Gov. Schaefer:  The Eastern Shore remembers SchaeferRecent Bigger Pockets Money Episode Mentioning RP Portfolios:  FIRE is Dead...and Here's What Replaced ItPortfolio Visualizer Financial Goals Tool:  Financial GoalsAccumulating in a Golden Ratio Portfolio Article:  Minimize Your Miss – Portfolio ChartsKeith's Portfolio Backtest:  https://testfol.io/?s=9Am02OVX6XDBreathless Unedited AI-Bot Summary:Gold doesn't care about narratives, and this year it's rewriting a lot of them. We walk through what a powerful gold run means for real-world withdrawals, safe withdrawal rates, and the way diversified portfolios shoulder risk when the regime shifts. From the Golden Butterfly and Golden Ratio to return-stacked experiments, we review performance, drawdowns, and why structural diversification—equities, Treasuries, gold, real assets, and managed futures—often beats clever timing when you're spending from your nest egg.We also open the donor mailbag with sharp questions from listeners practicing monthly withdrawals ahead of retirement. Should you fund withdrawals from accumulated cash or trim recent winners? How much does trade timing matter at month-end? We share simple rules that reduce friction: let dividends build a cash buffer, sell strength back to targets, and rely on periodic rebalancing to correct small timing errors. For those using volatile tools like UPRO, TMF, or crypto, we explain why defined targets and a steady cadence matter more than chasing the “perfect” price.Futures curious? We touch on financing costs, collateral choices, and the risk realities of leverage, including why even elegant models must respect max drawdown. Along the way, we challenge the habit of erasing the 1970s from gold analysis and highlight how data-driven diversification can protect retirees from sequence risk. Whether you're simulating withdrawals or already living on your portfolio, you'll get practical tactics and a clearer lens for portfolio design.If this resonates, follow the show, leave a review, and share it with someone planning their retirement drawdown. And if you want your question answered sooner, support the Father McKenna Center through our site—every donation helps and moves you to the front of the line.Support the show

“We're gonna start seeing strategic compute reserves — like digital oil. Treasuries hoarding compute credits across networks like Aethir Cloud, ready to convert when needed," says Aethir's CEO Dan Wang.

Federal Reserve Chair Jerome Powell just hinted that the Fed may soon pause its balance-sheet runoff — a potential shift that could reshape market liquidity and investor sentiment. Lance Roberts & Danny Ratliff break down: * Why the Fed may pause QT — and what it signals about financial conditions. * How ending balance-sheet runoff affects liquidity, yields, and asset prices. * What history tells us about QT pauses and subsequent market rallies. * Why the Fed's portfolio composition (Treasuries vs. MBS) still matters for inflation and housing. * Portfolio tactics if the liquidity tide begins to turn. 0:19 - Markets' Rally on Powell QT Comments 4:16 - Speculation Continues on Wall St 8:40 - Childhood Bedtimes & Digital Devices 14:36 Is Quantitative Tightening About to End? 16:55 - What is the Result of Easing QT? 19:37 - Where's the Risk: Private Credit/Equity 21:12 - The Fed's Moral Hazard & History of Bailouts 26:01 - How Would a Failure of FNMA Loans Affect the Economy? 28:34 - What Led to the 2007-2008 Financial Crisis 32:13 - The Bigger Risk of Too Much Money Chasing Too Few Deals 35:45 - The Last Stages of Asset Development 40:11 - IRS Rules Changes for Roths 45:12 - Comming Attractions Whether the Fed is stabilizing the system or setting up the next round of excess — it's a key inflection point investors can't ignore.

Federal Reserve Chair Jerome Powell just hinted that the Fed may soon pause its balance-sheet runoff — a potential shift that could reshape market liquidity and investor sentiment. Lance Roberts & Danny Ratliff break down: * Why the Fed may pause QT — and what it signals about financial conditions. * How ending balance-sheet runoff affects liquidity, yields, and asset prices. * What history tells us about QT pauses and subsequent market rallies. * Why the Fed's portfolio composition (Treasuries vs. MBS) still matters for inflation and housing. * Portfolio tactics if the liquidity tide begins to turn. 0:19 - Markets' Rally on Powell QT Comments 4:16 - Speculation Continues on Wall St 8:40 - Childhood Bedtimes & Digital Devices 14:36 Is Quantitative Tightening About to End? 16:55 - What is the Result of Easing QT? 19:37 - Where's the Risk: Private Credit/Equity 21:12 - The Fed's Moral Hazard & History of Bailouts 26:01 - How Would a Failure of FNMA Loans Affect the Economy? 28:34 - What Led to the 2007-2008 Financial Crisis 32:13 - The Bigger Risk of Too Much Money Chasing Too Few Deals 35:45 - The Last Stages of Asset Development 40:11 - IRS Rules Changes for Roths 45:12 - Comming Attractions   Whether the Fed is stabilizing the system or setting up the next round of excess — it's a key inflection point investors can't ignore.

Welcome back to Not Fintech Investment Advice, where Simon Taylor and I do what we do best: talk about fintech startups we're absolutely not giving investment advice on. First up is EtherFi Cash, a DeFi-native credit card (from Ether.fi) that flips banking math. You load stablecoins onto the card as collateral. From there, you can either spend them directly or lock them up to borrow cash against them (earning interest on the coins you park, while borrowing at a lower rate). It's non-custodial, meaning you're fully responsible for your crypto, and the card itself runs on Visa through a partner. It's over-collateralized lending dressed up as a card, and maybe regulators will end up treating it that way. Next up is Lunos AI, an AI agent that collects invoices like a polite but relentless coworker. It reads emails, remembers context, negotiates, and learns. Today it automates AR (accounts receivable); tomorrow, it'll be talking to AP (accounts payable) bots on the other side. Think of it as the first step toward self-driving cash flow. Then, there's the evocatively named Circuit & Chisel. Their XTP protocol lets AI agents pay each other per use instead of signing up for endless subscriptions. Imagine a digital assistant renting a data tool for ten seconds. It's built by ex-Stripe and Chainlink folks who see where this is going: a future where software pays software.  Finally, there's Figure. Mike Cagney (of SoFi fame) successfully took his blockchain lending company public. Figure started with home-equity loans and now runs one of the largest on-chain real-world asset markets (outside of U.S. Treasuries). Its innovation lies in using blockchain to automate the costly back-office work of loan origination and trading. It's faster, cheaper, and fully traceable (and it's rated by the same agencies that review traditional securities). Plus, some closing manifestations: whoever builds the MCP or the protocol that lets AR and AP AI agents talk to each other is sitting on a billion-dollar startup. Banks should treat stablecoin yield as the next interchange moment, and as for anyone touching DeFi lending … remember, the same consumer-protection laws still apply. Sign up for Alex's Fintech Takes newsletter for the latest insightful analysis on fintech trends, along with a heaping pile of pop culture references and copious footnotes. Every Monday and Thursday: https://workweek.com/brand/fintech-takes/ And for more exclusive insider content, don't forget to check out my YouTube page. Follow Simon: LinkedIn: https://www.linkedin.com/in/sytaylor/ Substack: https://sytaylor.substack.com   Follow Alex:  YouTube: https://www.youtube.com/channel/UCJgfH47QEwbQmkQlz1V9rQA/videos LinkedIn: https://www.linkedin.com/in/alexhjohnson Twitter: https://www.twitter.com/AlexH_Johnson Companies featured: https://www.ether.fi/ https://www.lunos.aI https://circuitandchisel.com/ https://www.figure.com/

For the first time since 1996, central banks now hold more gold than U.S. Treasuries. That's not a coincidence. It's a silent vote of no confidence in the dollar. In this video, Taylor breaks down what's fueling gold's surge, why the dollar is losing trust, and what that means for your savings.Questions on Protecting Your Wealth with Gold & Silver? Schedule a Strategy Call Here ➡️ https://calendly.com/itmtrading/podcastor Call 866-349-3310

US equity futures sharply higher with S&P up around 1.5%. Follows worst S&P session on Friday since early April Liberation Day slide. European markets are higher while Asia's ended largely lower. Bonds are firmer in Asia after Treasuries made big gains on Friday. 2-year yield flat to 3.5% and 10-year flat to 4.1%. Dollar slightly higher versus European FX majors and Japanese yen, softer versus Aussie. Oil up. Gold rallies to fresh record high. Big gains also in copper and industrial metals space. Bitcoin near two-week low. Spike in US-China trade tensions remained talking point over the weekend after President Trump on Friday announced additional 100% tariffs on China in response to what he described as hostile actions by Beijing involving announcement of rare earths export curbs, a Qualcomm antitrust probe, tightened customs inspections of Nvidia chip imports, and new port fees for US ships. Companies Mentioned: RPMGlobal Holdings, Big Yellow Group, Blackstone, Caterpillar

In this episode we answer emails from Jimmy, Anonymous and Matthew.  We discuss financing a home with portfolio leverage via ETFs or margin, revel in the generosity of our listeners and real-life encounters, and review a risk parity style portfolio and plan.  And touch on our recent vacation to South Africa.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:Father McKenna Center Donation Page:  Donate - Father McKenna CenterNew Father McKenna Center YouTube Channel:  Father McKenna Center - YouTubeSOAR Gala Information:  2025 Washington DC Awards Gala - SOAR! - Support Our Aging ReligiousBreathless Unedited AI-Bot Summary:  A near-miss with lions on safari sets the stage for a different kind of risk: how to fund a new home when most of your wealth sits in a taxable portfolio. We dive straight into the trade-offs between selling positions, taking a margin loan at a low-cost broker, or using a return-stacked ETF like RSST to maintain exposure while freeing up cash. The core question isn't just, “Can I do this?” but “Can I live with it through a full market cycle?” We break down taxes, financing costs, and the behavior premium that separates clever from fragile.From there, we build a clean, high-conviction risk parity allocation anchored in three pillars—stocks, Treasuries, and gold—and show why that can be enough to lift a safe withdrawal rate if you respect correlation math and rebalance discipline. Within equities, we pair large-cap growth with small value and international value to spread factor and regional risk. In the bond sleeve, we weigh a simple one-fund approach against a two-fund split (VGIT + VGLT) for small fee and flexibility gains. We also get practical on withdrawals: monthly trims from winners can quietly rebalance your portfolio while matching real-life bills, while quarterly or annual withdrawals suit planners who prefer fewer moves and more cash on hand.Finally, we pull up the dashboard. Gold's massive run challenges narratives that cherry-pick 1980 as a starting point; bonds have life; small value lags; and our sample portfolios highlight why diversification and costs matter more than headlines. The classics keep compounding, while the leveraged set underscores that concentration plus leverage is a rough mix, and thoughtful “return stacking” needs clear rules and flexible spending. If you're weighing a home purchase, chasing a higher safe withdrawal rate, or simply trying to keep your strategy steady, you'll find concrete steps you can use today.Enjoy the conversation? Follow the show, leave a quick review, and share this episode with a friend who's planning a big financial move.Support the show

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

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

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

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

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

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

With the U.S. government shutdown in effect, the market's initial reaction has been relatively calm says Kevin Green, but that could change if the stalemate continues. The 10-year yield is currently flat, and the dollar is holding steady, but a prolonged shutdown could lead to a sell-off in equities and a flight to safety in Treasuries. KG notes that the ADP jobs report will take on added importance in the absence of the non-farm payrolls data, which was scheduled for Friday. For today's session, KG's S&P 500 (SPX) targets for the day are 6675 to the upside and 6600 to the downside, with a focus on defensive sectors like utilities, consumer staples, and healthcare.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

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

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

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

Watch The X22 Report On Video No videos found (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:17532056201798502,size:[0, 0],id:"ld-9437-3289"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="https://cdn2.decide.dev/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs");pt> Click On Picture To See Larger PictureThe Eurozone is feeling the inflation pressure. Mexico is in a recession and the rest of the world is going to follow. The economy is an illusion and Biden created it with fake numbers. Trump is bringing the economy out of the recession and he is transforming the system right in front of the [CB]. The [DS] is now showing who they truly are. They are pushing their foot soldiers to become more violent, the people are witness the insurrection. Trump is pushing the [DS] down the path of war. The [DS] is following the 16 year plan and it ends with war. DC is now setting up anti-scale fencing. The people of the US are now judging what they are seeing. Justice is coming.   Economy Eurozone Faces Inflation, Growth Threat From China's Rare Earths Dominance, ECB Warns   The eurozone economy faces the threat of higher inflation rates and slower economic growth if supplies of rare earth minerals from China are disrupted, the European Central Bank said Tuesday. In a report, the ECB's economists said the eurozone relies heavily on rare earths from China, either directly or through intermediaries such as large U.S. technology companies. Were those supplies to be interrupted as a result of trade or other disputes, the eurozone would suffer economic harm, they warned. Source: wsj.com https://twitter.com/SNienow/status/1970594156469788775 https://twitter.com/WallStreetMav/status/1970830346217251294 (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:18510697282300316,size:[0, 0],id:"ld-8599-9832"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="https://cdn2.decide.dev/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs"); https://twitter.com/KobeissiLetter/status/1970838444659093881  February 2020. This suggests that official BLS job openings data will likely continue to trend lower. All as the number of unemployed Americans now exceeds available jobs for the first time since April 2021. Job weakness is spreading. https://twitter.com/unusual_whales/status/1970819754592964811 US Federal Reserve Chairman Jerome Powell warned that cutting rates too aggressively risked stoking inflation US Federal Reserve Chair Jerome Powell recently issued a cautionary statement, warning that the Federal Reserve should avoid cutting interest rates too aggressively, as it could reignite inflation and undermine the Fed's efforts to reach its 2% target. Powell's comments, made on September 23, 2025, stressed the need for caution in monetary policy to balance the dual goals of maximum employment and price stability, particularly as inflation remains somewhat elevated despite a cooling labor market.    https://twitter.com/JoeLang51440671/status/1970845535767527606   “key” to the plan. Trump chose Scott Bessent as Treasury Secretary for a reason. Anybody remember what he was pushing right after the election? “Ultra-Long Bonds: A Bold Bet on Stability” “Perhaps the most intriguing part of Bessent's vision is his openness to issuing ultra-long Treasury bonds—securities with maturities of 50 years or even 100 years. This isn't just a technical adjustment; it's a statement. Ultra-long bonds send a clear signal about how the Treasury plans to manage its debt in a changing economic environment.” “Stability” is the key. Why would Bessent be pushing for “ultra-long bonds?” “Ultra-long bonds (like 50-year or 100-year Treasuries) may become more common.

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

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

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

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: