Podcasts about Treasury

What separates a treasury leader from a scorekeeper?In this episode, you'll learn how to step out of the traditional treasury box and drive strategic, high-impact results across your organization - straight from Scott Paredes who's done it across multiple industries.Scott Paredes is a seasoned finance and risk management executive known for his innovative strategies and for leading high-performing treasury teams across global organizations. Throughout his career, Scott has consistently positioned treasury departments at the forefront of business transformation.He pioneered multiple first-of-their-kind capital markets transactions - including the first Sustainability-Linked Asset Based Loan and was recognized with a 2022 Alexander Hamilton Award by Treasury & Risk for developing a cutting-edge cyber-fraud prevention solution.Host Mike Richards sits down with Scott to explore his multifaceted treasury journey - from leading funding strategies in Latin America to pioneering sustainability-linked lending and combatting cyber fraud. Scott shares how thinking differently, collaborating internally, and continually evolving treasury strategy can move the function from back-office to business-critical.What We Cover in This Episode:Scott's unique journey working alongside his twin brother in treasuryLessons from managing liquidity and FX through 9/11 and global crisesLaunching new asset classes in underdeveloped capital marketsHow Scott approached massive M&A integration and refinancing at EnscoImplementing the first sustainability-linked asset-based loan at SouthwireReal-world fraud prevention strategies that won awardsCreative cash flow improvements through customer partnershipsWhy AI and cyber controls are central to treasury's futureCareer-building strategies for aspiring treasury leadersYou can connect with Scott Paredes on LinkedIn.---

THE LIGHT GATE – OPEN MIC NIGHT, Q&A The time has come for another rare Open Mic Q&A episode of the Light Gate! That's right. The Light Gate welcomes guest: You, the Audience. It's Open Mic Night! Date: February 17th, 2026. Time: 5-7pm pacific / 8-10pm eastern Episode: 146 Discussion: UFOs & The Paranormal! It's Open Mic night! Tonight, The Light Gate features a Q&A episode with your hosts, Preston Dennett and Dolly Safran, and YOU, the audience! Ask us anything! UFOs, ghosts, OBEs, the paranormal, psychic abilities, disclosure, disinformation, the coverup! Time to have some fun. We will also be doing a book give-away contest! Preston Dennett began investigating UFOs and the paranormal in 1986 when he discovered that his family, friends and co-workers were having dramatic unexplained encounters. Since then, he has interviewed hundreds of witnesses and investigated a wide variety of paranormal phenomena. He is a field investigator for the Mutual UFO Network (MUFON), a ghost hunter, a paranormal researcher, and the author of 30 books and more than 100 articles on UFOs and the paranormal. Several of his books have been Amazon UFO bestsellers. His articles have appeared in numerous magazines including Fate, Atlantis Rising, MUFON UFO Journal, Nexus, Paranormal Magazine, UFO Magazine, Phenomena Magazine, Mysteries Magazine, Ufologist and others. His writing has been translated into several different languages including German, French, Portuguese, Russian, and Icelandic. He has appeared on numerous radio and television programs, including Midnight in the Desert with Art Bell, Coast-to-Coast and also the History Channel's Deep Sea UFOs and UFO Hunters and Ancient Aliens. His research has been presented in the LA Times, the LA Daily News, the Dallas Morning News and other newspapers. He has taught classes on various paranormal subjects and lectures across the United States. Dolly Safran has worked as a limo driver, assistant manager at Wendy's, a zookeeper, a bus driver, a security guard, a nurse, and more, including as a civilian worker for the U.S. Department of the Treasury, and also in the Army as an employee for the U.S. Department of Defense. Her UFO contacts began around age one, and are still ongoing today. She is a fully conscious UFO contactee and the subject of the full-length book, “Symmetry: A True UFO Adventure.” Sequel coming soon! LINKS WEBSITE: www.prestondennett.weebly.com YOUTUBE: https://www.youtube.com/@prestondennett577/featured FACEBOOK: https://www.facebook.com/preston.dennett/

Questions to Ministers CAMERON BREWER to the Minister of Finance: What is the Treasury's recommended ceiling for New Zealand's net core Crown debt? Rt Hon CHRIS HIPKINS to the Prime Minister: Does he stand by all his Government's statements and actions? Hon MARAMA DAVIDSON to the Prime Minister: E tautoko ana ia i nga korero me nga mahi katoa a tona Kawanatanga? Does he stand by all of his Government's statements and actions? KATIE NIMON to the Minister for Infrastructure: What reports has he seen on New Zealand's infrastructure? Hon BARBARA EDMONDS to the Minister of Finance: Does she stand by her statement in July 2024 that "cost of living relief is on its way"; if so, have prices come down since then? TOM RUTHERFORD to the Minister of Justice: How is the Government committed to fixing the basics in law and order? Dr DAVID WILSON to the Minister for Oceans and Fisheries: What actions has the Government taken to protect rock pools? Hon Dr MEGAN WOODS to the Minister for Energy: What analysis, if any, shows that his LNG-levy model is cheaper over 20 years for households than a programme of wind, solar, storage, and demand-side management? DEBBIE NGAREWA-PACKER to the Prime Minister: Does he stand by all his Government's statements and actions? CHLÖE SWARBRICK to the Prime Minister: E tautoko ana ia i nga korero me nga mahi katoa a tona Kawanatanga? Does he stand by all of his Government's statements and actions? Hon GINNY ANDERSEN to the Minister for Economic Growth: Does she stand by her statement, "I take responsibility for my decisions" in the context of the thousands more New Zealanders out of work under this Government? Dr CARLOS CHEUNG to the Minister for Tourism and Hospitality: What recent announcements has the Government made about supporting major events in New Zealand?

Faheema Adia from Momentum Securities on Telkom's upbeat update – and whether the telecoms sector still has room to run. Seithati Bolipombo of Mulilo on what lies ahead for South Africa's renewables as they move from backup solution to the backbone of the energy mix. 10X Investments's Caroline Naylor-Renn with the latest on two-pot withdrawals, and Treasury's plans to introduce auto-enrolment for pension funds across the workforce.

In this episode, Paul Galloway of Strategic Treasurer discusses why treasury projects stall internally. He explores common causes such as scope creep, system connectivity challenges, competing priorities, staffing changes, and M&A activity. The discussion also outlines how stalled initiatives should be framed with executives and what it takes to successfully restart a paused project. Company Website: Strategic Treasurer: https://strategictreasurer.com

The jury is still out for many analysts on the outlook for economic growth, inflation and the labor market this year.Some see lots of reasons for concern for the road ahead.Others are much more convinced 2026 is going to be a blockbuster year.Which is more likely?To find out, we have the good fortune to talk today with Dr Anna Wong, Chief U.S. Economist for Bloomberg Economics. Prior to her current role, Anna also worked at the Federal Reserve Board, the White House Council of Economics Advisers, and the U.S. Treasury.Anna and her team started the year quite bullish, seeing many of last year's headwinds turning into tailwinds in 2026.But, in light of recent developments, she's starting to turn more cautious.To find out why, watch this video.Follow Anna on Bloomberg by typing BECO + "Go"Or on X at @AnnaEconomistREGISTER FOR THOUGHTFUL MONEY'S SPRING ONLINE CONFERENCE AT THE EARLY BIRD DISCOUNT PRICE at https://www.thoughtfulmoney.com/conference#gdp #inflation #unemploymentrate _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It's important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer's unique goals, needs & risk tolerance.IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security's or a firm's past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2026 Thoughtful Money LLC. All rights reserved.

You've probably heard that pensions are dying, but have you ever wondered why they were so effective in the first place? Research shows that traditional defined benefit pensions deliver the same retirement income at 49% less cost than typical 401(k) plans. Even the most efficient 401(k) plans still require 27% more funding to match pension benefits. The difference comes down to three main factors: lower investment costs, access to institutional-grade investments, and longevity risk pooling. Large pension funds pay just 25-41 (.25-.41%) basis points for professional management compared to 130+ basis points( 1.30%) in many 401(k) plans. Some 401(k) fees are so high they completely eliminate the tax benefits for younger workers. Insurance companies operate on the same principles as pension funds, managing trillions in assets with access to private placement bonds that yield 25-45 basis points more than public bonds. You can't buy these investments individually, no matter how much money you have. The insurance industry holds over 90% of all privately issued debt in the United States. This scale advantage directly impacts products like annuities and whole life insurance. When you buy a lifetime income annuity, you join a risk pool of hundreds of thousands of people. The insurance company only needs to fund the average outcome across the pool, not your individual maximum lifespan. The numbers are striking: a 65-year-old funding $15,000 per year of income needs $278,000 in Treasury bonds but only $202,000 with an annuity. That's a $76,000 difference from mortality credits alone. We walk through the research showing how institutional investors achieve results that retail investors simply cannot replicate on their own. ______________________________ Have questions about how these concepts apply to your retirement planning? Reach out to us—we're here to help you understand your options.

I am increasingly impressed by Iain Rennie, who is the Treasury boss. He seems to say a bunch of interesting and insightful stuff. Last year he warned about our growth rate, our debt and our inability to grow our way out of our troubles. He advocated for asset sales. This past week he was at the Waikato University Economic Forum where he talked about our problem of exporting our best and brightest. Ironically the latest migration stats came out at the same time. The worst might be behind us. Our net migration gain is still small, but the stampede out of the door by New Zealanders has petered out. At Waikato Rennie talked about how it is unique to this country that we export so many young people. His suggestion is the frontier companies aren't good enough and they don't adapt or adopt or invest fast enough compared to other countries. The gap between the frontier companies and lagging firms isn't as big as it should be. In other words the rock stars don't actually rock that much and if you are skilled and bright and determined, offshore seems the place to be. He also talked of confidence and that, to me, is what's missing in this country. Of our four kids who are actually working two are offshore. One other could be, but for now, isn't. We will never be a London or New York. But the fizz we had half a dozen years ago is gone. Immigrants have replaced our kids. We have been dumbed-down. Our brightest haven't been replaced with America's brightest or Europe's brightest, but from countries like India and the Phillippines. We are exporting scientists and doctors and bringing in nurses and baristas. Immigration is awesome. I love immigration. But not if it's not of our choosing. We are being forced into it. The good news is this happened comparatively fast. Not long ago our net gain was over 100,000 people a year. We brought them in and the good ones didn't leave. We can recapture all of that, but a mindset shift is needed. We need to want to be better. I'm not sure enough of us are of that mindset, hence Rennie's concern. LISTEN ABOVESee omnystudio.com/listener for privacy information.

Wall Street closed the week slightly higher, with the S&P 500 edging up as cooler US inflation offset weakness in tech. Treasury yields fell after the CPI reading kept hopes for Fed rate cuts alive, while Coinbase rebounded as Bitcoin surged to US$69,000. Elsewhere, European shares edged lower amid renewed concerns around AI valuations. In commodities, oil settled higher on optimism around the US inflation outlook, gold jumped more than 2% on rate-cut hopes, while iron ore slipped ahead of a holiday in China. Back home, Aussie shares are set to open higher ahead of a bumper week of earnings. 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.

Government finances have read a little like recent weather forecasts, with a gloomy outlook, risk of budget overtopping particularly in health, and economic storms battering our sparse reserves. One former Treasury Minister who wasn't afraid to grapple with the economic challenges of the day was Eddie Teare. He talks to Perspective about how he went about preparing a budget and considers what next week's Budget might deliver. As if economic circumstances were'nt bad enough the aftermath of last month's sackings has caused some disaffection in Tynwald ranks. Will next week's Budget include brighter spells and sunny uplands?

US equities closed mixed on Friday following the release of the inflation report which came in just slightly lower than the market was expecting. US CPI rose 0.2% in January, reflecting a gain of 2.4% on an annualised basis, while a 0.3% MoM gain was expected.   The S&P500 rose just above the flat light, up 0.05%, the Dow Jones flat, just 0.1% higher, while the Nasdaq declined 0.22%.  What to watch today:  Locally, the ASX200 is set to gain 0.58% at the open this morning, ahead of the release of key earnings results from big names reporting today:JB Hi Fi (ASX:JBH) has just released their half year results this morning, with total sales and NPAT both up more than 7%, EPS increased by 19cps to 279.7cps from HY25 and an interim dividend of 210cps, up 23.5%, representing 75% of NPAT. Bell Potter currently have a Buy rating on JBH.The a2 Milk Company (ASX:A2M) posted a 18.8% rise in revenue and lifted FY26 guidance, as well as an interim dividend of 11.5cps fully franked. It's share price will be on watch today. Ansell (ASX:ANN), Aurizon Holdings (ASX:AZJ), BlueScope Steel (ASX:BSL) and New Hope Corporation (ASX:NHC) are also set to report today.As for what Bell Potter are looking at today: Following Nick Scali (ASX:NCK)‘s first half NPAT up 11% above expectations, Bell Potter maintain a Buy rating, however have lowered their price target by 11% to $25.00 due to softer growth into the second half, earnings revisions and the rising interest rate environment. And one to watch in the resources sector following the release of first half earnings is Northern Star Resources (ASX:NST). Bell Potter maintain a Buy rating and have increased their 12-month price target from $31.10 to $35.00. At the current share price of $28.37 this implies 23.4% share price growth in a year.  In commodities: Crude oil is up to US$62.89 per barrel, with a second straight weekly decline, amid persistent oversupply concerns. The International Energy Agency reiterated that the market is likely to face a surplus of just over 3.7 million barrels per day in 2026. The price of gold is up almost 2.5% to US$5,043.92 per tonne, as softer-than-expected US inflation eased pressure on Treasury yields and weighed on the dollar. Iron ore is down to US$99.66 and over the past month, Iron Ore's price has fallen 7.45%. So keep watch of iron ore miners this week as BHP Group (ASX:BHP) reports tomorrow.To end, AUD$1.00 is currently buying US$0.70. 

In this episode of The Wrap, Chris Whalen argues that the AI narrative is stalling and we're witnessing a sustained rotation from tech, AI, and crypto into safer, income-generating stocks. Chris points out that JPMorgan — arguably the best-run bank in America — has fallen from the top of his rankings to 87th place in just six months, a dramatic shift showing managers are rotating into smaller cap names. He describes this as a "manic, momentum-driven market" where the extraordinary gains of 2025 are now being given back. Chris is skeptical of both the AI and crypto narratives, calling them "driven by Wall Street hype," and notes that crypto is suffering specifically because the AI story has broken down. For 2026, he advises looking for safety and income rather than growth, remains long gold and silver despite volatility, and cautions that "this year is going to be a much more difficult year" for most sectors. On housing and the Fed, Chris lays out what Kevin Warsh and Scott Besant must do: swap the Fed's $2 trillion MBS portfolio to Treasury, restructure low-coupon securities into CMOs, and bury them in insurance company balance sheets to unlock the housing market.Links:    The Institutional Risk Analyst: https://www.theinstitutionalriskanalyst.com/  Inflated book (2nd edition): https://www.barnesandnoble.com/w/inflated-r-christopher-whalen/1146303673Twitter/X: https://twitter.com/rcwhalen    Website: https://www.rcwhalen.com/   Timestamps:0:00 Welcome and intro 01:00 AI narrative stalling, tech's worst week since November 1:59 Is this a healthy correction or something bigger? 4:58 JPMorgan now ranks 87th — what does that tell you? 6:36 Small caps rule right now — managers rotating to safety 7:30 What does it mean if managers won't own the best bank in America?8:30 The link between crypto and AI 11:32 Chris is skeptical of both AI and crypto narratives 11:57 What's the next legitimate growth story for the US? 13:15 All that trapped private equity capital in tech 14:55 Fannie and Freddie earnings — but where's the growth? 17:00 What Warsh and Bessent need to do to fix housing 19:00 Should the Fed engage in fiscal issues? 21:54 The Fed's real mandate — keeping the Treasury market open 23:00 What should Warsh do with the MBS on the balance sheet? 24:58 Why we haven't seen a typical crash cycle 26:17 What's the trade for 2026? Safety and income 28:08 PennyMac's mistake — buying Cenlar 31:58 Viewer mail34:39 Gold and silver portfolio — lots of opportunity despite volatility35:00 Closing

Morse code transcription: vvv vvv British couple held by Taliban describe culture shock returning to UK Six possible outcomes of Trumps climate policy change Democrats ask Mandelson to cooperate with Jeffrey Epstein probe Andrew facing claim he shared Treasury document with banking contact Why I stopped saying no to my toddler Two Britons among three dead in French Alps avalanche We are not protected says Hebron mayor, as Israel expands control of West Bank Jesy Nelson in tears as 100,000 sign SMA petition in one day Men jailed over plot to attack Jewish community in Manchester Who is on helmet that led to Ukrainian athlete and x27 s Winter Olympics ban

Ethereal Encounters Unveiled welcomes back fellow UPRN Hosts of The Light Gate, Preston Dennett and Dolly Safran February 13th, , 2026 TOPIC: The Secrets of Precognition- Knowing Before It Happens About Our Guests: Preston Dennett began investigating UFOs and the paranormal in 1986 when he discovered that his family, friends and co-workers were having dramatic unexplained encounters. Since then, he has interviewed hundreds of witnesses and investigated a wide variety of paranormal phenomena. He is a field investigator for the Mutual UFO Network (MUFON), a ghost hunter, a paranormal researcher, and the author of 26 books and more than 100 articles on UFOs and the paranormal. Several of his books have been Amazon UFO bestsellers. His articles haveappeared in numerous magazines including Fate, Atlantis Rising, MUFON UFO Journal, Nexus, Paranormal Magazine, UFO Magazine, Phenomena Magazine, Mysteries Magazine, Ufologist and others. His writing has been translated into several different languages including German, French, Portuguese, Russian, and Icelandic. He has appeared on numerous radio and television programs, including Midnight in the Desert with Art Bell, Coast-to-Coast and also the History Channel's Deep Sea UFOs and UFO Hunters. His research has been presented in the LA Times, the LA Daily News, the Dallas Morning News and other newspapers. He has taught classes on various paranormal subjects and lectures across the United States.He currently resides in southern California. Dolly Safran began her life journey already a generational contactee. Her father, an Airborne Ranger in the US Army, was also a contactee from an early age. Growing up was challenging for Dolly as occurrences of disappearing from her home, psychic phenomena and unseen friends caused anxiety for her mother. Until the age of 14, Dolly's memories were not fluid. She knew strange things were happening, but could not connect reality to them. It took a huge push to fight for her conscious recall to remain intact. After gaining awareness, her life took on purpose. Nursing began her journey. Then she began serving as a civilian worker in the US Department of the Treasury, and also in the Army as a Department of Defense employee. Life changed those trajectories suddenly, and she was happy to become a zoo keeper and an Animal Baby Momma for a private zoo and sanctuary in Florida. All while being taught by and working with ET. Dolly's decision to break her silence is now an imperative for her Links: www.prestondennett.weebly.com You-Tube:https://www.youtube.com/channel/UCOntTQrEbD94Gjfc0UXC46A Facebook: https://www.facebook.com/preston.dennett/ Twitter: @PrestonEDennett Preston E Dennett (@PrestonEDennett) / Twitter Preston E Dennett (@PrestonEDennett) / Twitter Instagram: https://www.instagram.com/prestonedennett/

Morse code transcription: vvv vvv Why I stopped saying no to my toddler Two Britons among three dead in French Alps avalanche Andrew facing claim he shared Treasury document with banking contact Six possible outcomes of Trumps climate policy change Democrats ask Mandelson to cooperate with Jeffrey Epstein probe Jesy Nelson in tears as 100,000 sign SMA petition in one day We are not protected says Hebron mayor, as Israel expands control of West Bank Who is on helmet that led to Ukrainian athlete and x27 s Winter Olympics ban British couple held by Taliban describe culture shock returning to UK Men jailed over plot to attack Jewish community in Manchester

Morse code transcription: vvv vvv Six possible outcomes of Trumps climate policy change Men jailed over plot to attack Jewish community in Manchester Jesy Nelson in tears as 100,000 sign SMA petition in one day Andrew facing claim he shared Treasury document with banking contact Who is on helmet that led to Ukrainian athlete and x27 s Winter Olympics ban Two Britons among three dead in French Alps avalanche British couple held by Taliban describe culture shock returning to UK We are not protected says Hebron mayor, as Israel expands control of West Bank Democrats ask Mandelson to cooperate with Jeffrey Epstein probe Why I stopped saying no to my toddler

Morse code transcription: vvv vvv Two Britons among three dead in French Alps avalanche Why I stopped saying no to my toddler British couple held by Taliban describe culture shock returning to UK Who is on helmet that led to Ukrainian athlete and x27 s Winter Olympics ban Six possible outcomes of Trumps climate policy change Andrew facing claim he shared Treasury document with banking contact Men jailed over plot to attack Jewish community in Manchester Democrats ask Mandelson to cooperate with Jeffrey Epstein probe Jesy Nelson in tears as 100,000 sign SMA petition in one day We are not protected says Hebron mayor, as Israel expands control of West Bank

Veronique de Rugy of the Mercatus Center discusses Kevin Warsh's potential Fed chairmanship, highlighting his focus on price stability and a proposed accord to reduce Treasury pressure on the central bank.1903

In a newsmaking interview, U.S. Treasury Secretary Scott Bessent discusses the government's plan to incentivize whistleblower tips on fraud, money laundering, and sanctions violations following the Trump administration's focus on federally funded social welfare programs in Minnesota. Sec. Bessent also shares his expectation that the Senate confirmation of Fed chair nominee Kevin Warsh to proceed, despite Sen. Thom Tillis's effort to block it. Plus, at the AT&T Pebble Beach Pro-Am, Joe Kernen sits down with AT&T Chairman & CEO John Stankey to discuss the infrastructure of the future internet, including fiber optics and satellites. Sec. Scott Bessent - 04:33John Stankey - 33:17 In this episode:Scott Bessent, @SecScottBessentJoe Kernen, @JoeSquawkCameron Costa, @CameronCostaNY Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

As the first Secretary of the Treasury, Founding Father Alexander Hamilton created a financial revolution, laying the foundation for America's ability to become the richest and most powerful nation in history. WEALTHTRACK episode 2233, broadcast on 2/13/2026

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

US equity futures are pointing modestly lower, with Asian markets sharply weaker and European equities trading mixed. AI-related disruption fears remained the dominant market theme. Investors rotated further into defensive sectors as volatility picked up and the VIX moved above 20. Economic data showed weekly jobless claims broadly in line, continuing claims slightly higher, and existing home sales falling sharply month over month despite some improvement in affordability. Treasury auctions drew strong demand at the long end following earlier mixed results. Market attention now turns to January CPI, with expectations centered on a modest monthly increase in both headline and core inflation. Market has pared back Fed rate cut expectations to July move versus June.Companies Mentioned: Humana, Sumitomo Forestry, Tri Pointe Homes, OpenAI, DeepSeek

A Minnesota man, Caesar Munir Wilson, is facing serious charges after allegedly receiving nearly $20 million in undeserved tax refunds from the U.S. Treasury. Federal prosecutors claim Wilson filed false claims requesting over $210 million in refunds and conspired to file false tax returns totaling over $350 million. He reportedly used the ill-gotten gains to purchase a $2.6 million home, invest in cryptocurrency, and cover personal expenses. Wilson also allegedly advised sovereign citizens on tax matters, even providing them with tax filings, despite their belief that certain laws don't apply to them. This case highlights potential vulnerabilities in the U.S. Treasury's refund system and raises questions about oversight and accountability. The investigation is ongoing, and Wilson faces significant penalties if convicted.

We're starting today's show with a discussion on retirement age and would as always, love to hear your thoughts. The issue is back in the news thanks to the Chief Executive of Milford Investments saying New Zealanders will have to work into their 70s if the country wants to afford superannuation. The comments came as part of a wider debate being held at the New Zealand Economic Forum at Waikato University this week. Treasury has previously signaled that it's on track to become unaffordable unless the retirement age rises to around 72. But would any Government be up to changing the official retirement age? To discuss, I'm joined by author of The Kaka substack - Bernard Hickey

This week, we review a busy week of economic data, including updates on retail sales, employment, and inflation, and discuss what these signals mean for the broader economy. We ask how markets are digesting softening inflation, shifting Fed expectations, sector-level dispersion in equities, and ongoing volatility tied to AI-driven disruption. We end the episode with guest Sean Poe, Director of Investment Research at Key Wealth, who provides some guidance on how investors might think about IPOs, private markets and portfolio construction in the current environment.Speakers:Brian Pietrangelo, Managing Director of Investment Strategy, Key WealthGeorge Mateyo, Chief Investment Officer, Key WealthRajeev Sharma, Head of Fixed Income, Key WealthSteve Hoedt, Head of Equities, Key WealthSean Poe, Director of Investment Research, Key Wealth02:18 – Retail sales, employment report, inflation (CPI), and what they indicate about consumer strength and economic momentum.05:17 – A macro interpretation and outlook, including recession expectations, labor market trends, housing's role in inflation, and potential future Fed actions.08:29 – We look at this week's bond market reaction, shifts in rate cut expectations, Treasury yields, safe‑haven flows, and credit market sector performance.13:00 – We break down the equity market dynamics, rising volatility, sector rotation, AI-driven disruptions, and the shift toward “HALO” (hard assets, low obsolescence) stocks.16:15 – Sean Poe delivers a thorough overview of the state of the IPO market, why the IPO window closed in recent years, early signs of reopening, and the role of AI-driven capital needs. He also touches on implications for investors, including considerations around accessing IPOs, the role of private markets, and the importance of portfolio construction and advisor guidance.Additional ResourcesRead: Key Questions: Investing Before Lift‑Off – What Should Investors Know About Private Markets and the Next IPO Cycle? Key QuestionsSubscribe to our Key Wealth Insights newsletterWeekly Investment BriefFollow us on LinkedIn

In this Friday, February 13 editorial, we are joined by Marc Chandler, Managing Partner at Bannockburn Global Forex and Editor of the Marc to Market website. Marc provides a deep dive into a week of market reversals, beginning with the political landscape in Japan and extending to the shifting yield curves across North America and Europe and precious metals volatility. Key Discussion Points The Japanese Election & Yen Squeeze: Marc breaks down the "landslide" victory for the Liberal Democratic Party under Sanae Takaichi and the subsequent massive short-covering rally in the Yen and JGBs that caught the "smart money" off guard. Global Bond Market Rally: Despite strong U.S. jobs data and rumors of China reducing Treasury exposure, yields fell significantly across the US, Canada, and Europe. Marc explains the "buy the rumor, sell the fact" mentality currently driving these markets. Central Bank Divergence: We explore why Australia was the first G10 country to raise rates this year and why the market is now pricing in more aggressive Fed rate cuts than the central bank's own "dot plot" suggests. The Longevity of U.S. Tariffs: Marc discusses the potential for a "softer" global policy heading into the U.S. midterms, the pending Supreme Court ruling on emergency power tariffs, and the declining popularity of trade barriers. The Outlook for Precious Metals: With Gold holding above $5,000 and Silver near $78, Marc analyzes why central bank diversification and industrial demand in electronics continue to provide a solid floor for metals despite recent volatility. Click here to visit Marc's site - Marc To Market - https://www.marctomarket.com/   ---------------------- For more market commentary & interview summaries, subscribe to our Substacks:  The KE Report: https://kereport.substack.com/  Shad's resource market commentary: https://excelsiorprosperity.substack.com/ Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned

The truth of the matter is, the country is nuts about true-crime dramas and Stigall contends that's what the media is subjecting us to as opposed to ACTUAL scandal and success in Washington and beyond. Stigall calls in one of his favorite legal minds today to discuss the public food fight between Democrats and AG Pam Bondi yesterday. Mark Weaver is a prosecutor - of sex crimes, as a matter of fact. So what's REAL versus fiction in the Epstein story? Today unpacks it from an unemotional and sincere question-filled point of view. Have you heard about TrumpRX.com? May prescriptions are coming down in price thanks to the negotiations of President Trump, RFK Jr, and some pharmaceutical companies. Hear how it will impact you. Plus, Treasury's Joe Lavorgna return to discuss new jobs, cheaper mortgages and rents, Trump accounts, and will tax season change American's economic mood? -For more info visit the official website: https://chrisstigall.comInstagram: https://www.instagram.com/chrisstigallshow/Twitter: https://twitter.com/ChrisStigallFacebook: https://www.facebook.com/chris.stigall/Listen on Spotify: https://tinyurl.com/StigallPodListen on Apple Podcasts: https://bit.ly/StigallShow See omnystudio.com/listener for privacy information.

Global markets are leaning into growth. Following the upside surprise in U.S. non-farm payrolls — with 130,000 jobs added and unemployment falling to 4.3% — investors are focusing on economic resilience rather than fading hopes of aggressive rate cuts. MSCI's All-World index is trading near record highs, while South Korea's Kospi has crossed 5,500 for the first time. Attention now turns to initial jobless claims and the upcoming CPI print, which could shape expectations for the Federal Reserve's June decision. CME FedWatch odds for a rate hold have climbed to 40%. In the UK, GDP expanded just 0.1% in Q4, while industrial production fell unexpectedly. Meanwhile, Nuveen has agreed to acquire asset manager Schroders for $13.5 billion. In digital assets, crypto markets remain steady despite Blockfills halting withdrawals. BlackRock is deepening its move into tokenized finance, bringing its Treasury-backed BUIDL token to Uniswap through Securitize. Court drama surrounding FTX has resurfaced, and Kraken has replaced its CFO ahead of its public listing. A busy macro backdrop with institutional crypto developments accelerating beneath the surface.

Is commercial real estate setting up for a comeback in 2026? In this episode of The Real Wealth Show, Kathy Fettke sits down with Henry Chin, Global Head of Research at CBRE, to break down the latest outlook for U.S. and global property markets. Despite ongoing economic uncertainty, investor demand for U.S. commercial real estate is strengthening. Henry shares why multifamily remains the top asset class, how Sunbelt oversupply compares to gateway city recovery, what "flight to quality" really means, and why office and retail could become surprising contrarian opportunities. He also explains what investors should expect from cap rates, Treasury yields, and potential Fed rate cuts in 2026. If you're underwriting deals or deciding when to buy or sell, this episode offers data-driven insights to help you invest smarter in the year ahead.

Carl Quintanilla, Sara Eisen, and David Faber kicked off the hour with a look at inflation - including a new alternative data source cited by the Treasury - ahead of tomorrow's CPI report. Citi Wealth's CIO joined the team with more on what it all could mean for markets, and possible rate cuts ahead... Before the team did a deep-dive on software: spanning the names worth buying here, according to a longtime veteran in the space (who's also in investor in Anthropic) - and what the AI buildout means for private credit as concerns grow over possible contagion risks... Goldman's Head of Corporate Credit is bullish as ever here. Plus: more on the day's biggest earnings reports - spanning exclusive commentary from the CFO of McDonalds, to what the street's saying about Cisco's numbers (as shares look for their worst day since April of last year).  Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Kevin Warsh has officially been nominated to replace Jerome Powell as Federal Reserve Chairman and the big question now is what this means for interest rates, mortgage rates, housing, and the broader economy.In this episode, we cut through the political noise and focus on what actually matters for borrowers and investors.I break down who Kevin Warsh is, his background at the Federal Reserve, and whether he is likely to lean more hawkish or dovish. More importantly, we discuss why the bond market reaction matters more than headlines and how the 10 year Treasury ultimately drives mortgage rates.We also cover:How jobs, inflation, and consumer spending will determine future rate cutsWhy small businesses are struggling despite strong economic dataThe difference between Fed rate cuts and mortgage rate movementsOther policy levers that could bring mortgage rates down beyond the FedWhy affordability not politics is the real issue heading into 2026If you are a homebuyer, investor, homeowner, or self employed borrower, understanding how this leadership transition could impact rates is critical. Mortgage markets respond to data, confidence, and forward guidance not just announcements.As we move deeper into 2026, the real drivers will be the labor market, consumer strength, inflation trends, and bond market belief. That is where the focus should be.

Henry Chin, global head of research at CBRE, joined the latest episode of the REIT Report podcast to review key themes for commercial real estate investing in 2026. Chin highlighted strong investor sentiment towards the sector, an expected increase in investment activity, the dynamics of supply and demand across various property types, and more.Chin said investors are expected to deploy capital into U.S. real estate markets this year on the back of recovering fundamentals and interest rates trending lower. As a result, investment volume is expected to increase by about 16%, he noted.Additional observations during the interview included:Total returns this year will be income-driven rather than appreciation-driven. “We are only going to see some strong capital value gain when the 10-year Treasury is trending down below 4%, but as of now, most of the total returns are driven by the income growth.”

*Sussan v Angus. *Chalmers v Treasury. *School shooting latest.See omnystudio.com/listener for privacy information.

"Shipping in 2026 is going to get darker." - Michelle Wiese Bockmann, Senior Maritime Intelligence Analyst, Windward  Right now, somewhere between 900 and 2,000 aging oil tankers are operating in the shadows. They are carrying sanctioned crude from Russia, Iran, and Venezuela. This so-called "shadow fleet" often sails under false flags, spoofs its locations, turns off monitoring systems, transfers their cargo at sea, and sometimes operates without insurance. These dangerous vessels are increasingly being boarded, seized, escorted into port, and tied up in court, but enforcement at sea is messy, expensive, and legally complex.  One company… GMS… thinks they have an answer. They believe they can scrap about 100 of these seized, sanctioned ships annually - if (and it is a big IF) they are given permission by the U.S. Treasury to acquire them. In this episode of the Art of Supply podcast, Kelly Barner explores three interconnected questions: What is actually being done to get shadow fleet tankers off the water? What happens to the ships — and the oil, and the crew — after they are seized? And what are the second- and third-order effects for global shipping markets, risk, and supply chains? Links: Kelly Barner on LinkedIn Art of Supply LinkedIn newsletter  Art of Supply on AOP Subscribe to This Week in Procurement  

& Treasury gives Stormont £400m to ensure it can balance the books - but needs repaid.

It is rare to hear in Zen anyone state exactly what meditation is; there are a lot of questions asked, and a little technique discussed, but originally, students just sat and found out for themselves.  Read the Journal while listening

*Sussan v Angus. *Chalmers v Treasury. *School shooting latest.See omnystudio.com/listener for privacy information.

Guest: Joseph Sternberg. Sternberg assesses potential Fed Chair Kevin Warsh, highlighting his "realist" approach to monetary policy and desire to reduce the Federal Reserve's balance sheet.1880 TREASURY

Talking Real Money opens with a stark illustration of why Bitcoin fails as a usable currency, showing how volatility can destroy real-life budgets overnight. Don and Tom compare crypto to historic speculative bubbles, argue that stability—not hype—is the core function of money, and dismantle the “store of value” narrative. The show then shifts to practical listener calls covering CD ladders, Treasury yields, retirement readiness, estate planning, and early-retirement balance. Throughout, they emphasize boring, diversified, evidence-based investing over speculation, reminding listeners that long-term financial security comes from discipline, planning, and emotional restraint—not chasing the next hot trend. 0:04 Bitcoin paycheck scenario and real-world income collapse 1:04 Currency volatility vs. household budgeting reality 2:22 Bitcoin's 45% drop and “currency vs. speculation” argument 3:24 Hyperinflation examples and why stability matters 4:03 “Greater fool” theory and vanishing crypto hype 4:47 Why Bitcoin fails as a functional currency 5:59 Tulip mania and historical bubbles comparison 6:59 Tangible assets vs. pure speculation 7:39 “At least you can live in a house” argument 8:26 Michael Saylor, HODL culture, and empty promises 9:30 NFT collapse and Beeple example 10:11 Crypto returns vs. real assets 11:14 Listener question: CDs vs. Treasuries 12:22 Current CD rates and Bankrate reference 13:56 Risks of long-term bonds and rate changes 15:32 Don's real CD ladder example 16:37 Fixed income diversification strategy 18:35 Hot money leaving crypto for prediction markets 19:45 Generational blind spots and bubble psychology 21:08 Retirement planning call: housing proceeds and savings 23:57 Social Security timing and cash-flow planning 25:41 Importance of fee-only fiduciary planning 27:32 Vernita Toll Bridge digression (classic TRM) 30:33 Estate planning: wills vs. trusts 33:49 RetireMeet promotion and resources 35:43 FIRE listener call: saving vs. living balance 38:58 Permission to spend responsibly Learn more about your ad choices. Visit megaphone.fm/adchoices

What happens when AI starts cutting audit bills? Blake and David unpack KPMG's push for a 14% fee cut from Grant Thornton, Botkeeper's shutdown versus Pilot's “AI accountant,” and how agents like Claude are already doing real client work. You'll hear why entry-level roles are vanishing, what tax pros need to know about the IRS's new e-payment push and Tax Pro Account upgrades, plus a fun detour: DJ John Summit's Tax Day album.SponsorsUNC - http://accountingpodcast.promo/uncOnPay - http://accountingpodcast.promo/onpayCloud Accountant Staffing - http://accountingpodcast.promo/casChapters(00:00) - KPMG's AI-Driven Audit Fee Reduction (00:28) - Welcome to the Accounting Podcast (00:53) - Blake's First Time at the Waste Management Open (02:00) - John Summit: From Accountant to DJ Superstar (04:39) - John Summit's Accounting-Themed Album (09:44) - Earmark CPE: Easy CPE Credits for Accountants (12:34) - The Rise and Fall of AI Bookkeeping Startups (24:48) - Pilot's Autonomous AI Accountant (26:50) - Partnering with Accounting Firms (29:59) - AI in Bookkeeping and Accounting (33:33) - Impact of AI on Accounting Jobs (40:27) - Trump's $10 Billion Lawsuit Against the IRS (44:40) - IRS Updates and Tax Pro Accounts (49:53) - KPMG's AI Acquisition (51:14) - Airlines Save Millions with Weight Loss Drugs (52:58) - Conclusion and CPE Information  Show NotesKPMG pressed its auditor to pass on AI cost savings https://www.irishtimes.com/business/2026/02/06/kpmg-pressed-its-auditor-to-pass-on-ai-cost-savings/Botkeeper is Closing Its Doors https://www.cpapracticeadvisor.com/2026/02/09/botkeeper-is-closing-its-doors/177677/Botkeeper shuts down https://www.accountingtoday.com/news/botkeeper-shuts-downAnthropic AI Tool Sparks Selloff From Software to Broader Market https://www.bloomberg.com/news/articles/2026-02-03/legal-software-stocks-plunge-as-anthropic-releases-new-ai-toolAI fears pummel software stocks: Is it 'illogical' panic or a SaaS apocalypse? https://www.cnbc.com/2026/02/06/ai-anthropic-tools-saas-software-stocks-selloff.htmlPilot launches fully autonomous AI bookkeeper https://www.accountingtoday.com/news/pilot-launches-fully-autonomous-ai-bookkeeperPilot Rolls Out Fully Autonomous AI Accountant https://www.cpapracticeadvisor.com/2026/02/04/pilot-rolls-out-fully-autonomous-ai-accountant/177453/Pilot Unveils AI Accountant https://pilot.com/blog/pilot-unveils-ai-accountant-a-major-leap-toward-artificial-general-intelligence-in-accountingStartup Accrual Officially Launches with $75M in Funding to Bring AI-Native Automation to Accountinghttps://www.cpapracticeadvisor.com/2026/02/05/startup-accrual-officially-launches-with-75m-in-funding-to-bring-ai-native-automation-to-accounting/177600/Tax platform Accrual launches with AI automation support for all forms https://www.accountingtoday.com/news/tax-platform-accrual-launches-with-ai-automation-support-for-all-formsAccrual Launches with $75 Million to Bring AI-Native Automation to Accountinghttps://www.businesswire.com/news/home/20260205968515/en/Accrual-Launches-with-$75-Million-to-Bring-AI-Native-Automation-to-AccountingGoldman Sachs leads $75 million funding round for Fieldguide, an AI-native accounting and audit platformhttps://fortune.com/2026/02/02/goldman-sachs-fieldguide-accounting-cpa-ai-software-platform-venture-capital/Fieldguide Raises $75M Series C Round to Boost Audit and Advisory Firms' Agentic AI Capabilitieshttps://www.cpapracticeadvisor.com/2026/02/02/fieldguide-raises-75m-series-c-round-to-boost-audit-and-advisory-firms-agentic-ai-capabilities/177323/Fieldguide Raises $75M Series C from Goldman Sachs to Help Audit and Advisory Firms Grow with Agentic AIhttps://www.globenewswire.com/news-release/2026/02/04/3232133/0/en/Pilot-Unveils-AI-Accountant-A-Major-Leap-Toward-Artificial-General-Intelligence-in-Accounting.htmlTrump, two sons, Trump Org sue IRS, Treasury for $10 billion over tax records leak https://www.cnbc.com/2026/01/29/trump-sues-irs-and-treasury-for-10-billion-over-leak-of-tax-records.htmlTrump sues IRS and Treasury Department for $10 billion over leaked tax records https://www.nbcnews.com/politics/donald-trump/trump-sues-irs-treasury-department-10-billion-leaked-tax-records-rcna256626Trump Sues Treasury and IRS for $10 Billion Over Tax Data Leak https://www.taxnotes.com/featured-news/trump-sues-treasury-and-irs-10-billion-over-tax-data-leak/2026/01/30/7txmzKPMG Brings Aboard AI Development Platform PrivateBlok https://www.cpapracticeadvisor.com/2026/02/09/kpmg-adds-ai-development-platform-privateblok/177729/KPMG acquires PrivateBlok, team will support AI developments https://www.accountingtoday.com/news/kpmg-acquires-privateblok-team-will-support-ai-developmentsKPMG Bolsters AI Product Development Function...

In this Feb 11, 2026 Crypto Town Hall, hosts and guests discuss extreme market fear, dismiss SBF's jailhouse bid for a new trial as futile, and slam big banks' lobbying to kill stablecoin yield via the Clarity Act as pure protectionism. They highlight stablecoins' potential to drive U.S. Treasury demand, BlackRock's DeFi push (including Uniswap), the collapse of hype-driven VC tokens, real-world asset tokenization opportunities, and persistent legal uncertainty for utility tokens without lasting regulatory clarity. The episode closes with AI's rapid coding/automation advances, its disruption of SaaS and DeFi, emerging security/legal risks from AI agents, and why tokenized money (especially stablecoins) will likely power future autonomous systems.

The Fed quietly restarted balance sheet expansion. History shows this ends badly. Here's what it means for your savings and how to protect your wealth.Questions on Protecting Your Wealth with Gold & Silver? Schedule a Strategy Call Here ➡️ https://calendly.com/itmtrading/podcastor Call 866-349-3310

In this episode of RattlerGator Report, JB White opens with the cultural fallout from the Super Bowl halftime show, breaking down the ratings collapse, media backlash, and what he sees as a widening disconnect between institutional messaging and the American public. He examines the reaction cycle, the outrage economy, and why legacy platforms continue to miscalculate cultural momentum. The conversation then expands into global finance and geopolitical positioning, including IMF leverage, Treasury maneuvering, tariff strategy, tech infrastructure, and what JB frames as a long-built strategic “scaffolding” taking shape. He connects Bitcoin volatility, UK censorship developments, and shifting power centers into a broader narrative of structural realignment, arguing that recent moves across finance, media, and governance point to coordinated counterpressure against entrenched global systems.

Markets are stuck in the same rhythm: rally, pull back, test support, and bounce again. After Tuesday's dip, futures are mildly higher this morning—but the bigger story is consolidation. Under the surface, leadership is rotating: Energy, Financials, and Value have held the upper hand, while Growth has started to perk up. That internal rotation can keep the index "flat" even as specific sectors trend. The setup still leans toward an upside breakout, but the market hasn't shown the momentum needed to follow through—yet. Meanwhile, 10-year Treasury yields have been sliding for several sessions. A bounce back toward 4% wouldn't be surprising given where inflation sits and what yields are "supposed" to reflect. If incoming inflation or employment data disappoints, yields could push lower again. Finally, volatility is quietly grinding higher as turnover and leadership churn continue. No fear-spike yet—but this is often the type of prelude we see before volatility eventually makes a sharper move. Manage risk, stay disciplined, and let the market prove the breakout. Hosted by RIA Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton, Executive Producer --- Register for our next Candid Coffee, 2/21/26: https://streamyard.com/watch/Wq3Yvn9ny5GV --- Watch the Video version of this report on our YouTube channel: https://youtu.be/8iyhck2LBpY --- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ --- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN --- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new --- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #StockMarket #MarketOutlook #SectorRotation #TreasuryYields #Volatility

Dante Q. Allen was appointed by Governor Newsom to his new role of Deputy Director of the California Department of Rehabilitation Services on April 18, 2025 and sworn in by Director Kim Rutledge on May 5, 2025 Congratulations Danté!The U.S. Senate approved the nomination of Danté Quintin Allen to lead the U.S. Department of Education's Rehabilitative Services Administration (RSA). Until his confirmation, Allen had been serving as executive director for CalABLE, California's ABLE Act savings and investment program for people with disabilities. Under his five-year leadership, CalABLE was the fastest growing ABLE Act program in the country. Prior to leading CalABLE, Allen was a communications leader for organizations including Kaiser Permanente and the California Department of Public Health's Office of Health Equity. A fulltime wheelchair user, Allen is a well-known advocate for disability rights and equity. Upon his confirmation, Secretary of Education Miguel Cardona remarked, “I look forward to working together with Mr. Allen to provide individuals with disabilities and all students with equitable access to the education and training they need to find good-paying jobs; achieve economic security; and lead healthy, independent lives.”© 2026 Building Abundant Success!!© 2026 All Rights ReservedJoin Me on ~ iHeart Media @ https://tinyurl.com/iHeartBASJoin me on Spotify: https://tinyurl.com/yxuy23baAmazon Music ~ https://tinyurl.com/AmzBASAudacy:  https://tinyurl.com/BASAud

Sam is an experienced transformational leader and adviser with 25 years experience in politics, government, policy-making, strategy, sustainability, financial services and running his own business.Sam has undertaken some big roles in politics and Government. He was Sir Keir Starmer's Chief of Staff for the turnaround of the Labour Party and long-serving adviser to Chancellor Rt Hon Alistair Darling's during the Global Financial Crisis. Sam helped Starmer drive the political and professional transformation of the Labour Party in opposition; climbing from -10% in the polls when Sam took on the role to +30% when he left.He has worked across Government: in Whitehall, in devolved administrations and with intergovernmental bodies, and covered briefs including the Treasury, transport, energy, business and trade during the last Labour Governments under Tony Blair & Gordon Brown.Sam spent a decade as a senior executive at the FTSE100 Aviva plc, running a range of teams and advising the CEOs and Board. One of the projects he was most proud of is authoring Aviva's Net Zero 2040 plan, which remains one of the most ambitious and comprehensive climate plans for a major financial services company.Today, Sam is Chair of Foundations: the What Works Centre for Children and Families, advising government on effective interventions in policies affecting children (for example children's social care, family support etc). He has a long history championing causes including Living Wage Foundation, Climate Change, Gender Equality and Social Mobility.He also acts as a Specialist Partner at the strategic consultancy Flint Global as well as MD of his own advisory business Next Chapter Strategy, working with senior leaders in business, charities and politics. He is on a number of advisory boards, including the Social Market Foundation think tank.He is married, living in Yorkshire with two daughters. And is proud to have been one of the most senior job-sharing dads in the UK.Sam regularly appears on the media to provide insight and commentary. Hosted on Acast. See acast.com/privacy for more information.

In this episode of Dividend Cafe, Brian Szytel covers the market performance on February 10th, highlighting mixed results with slight gains in the DOW and declines in the S&P and NASDAQ. He discusses significant moves in the bond market, including a drop in 10-year Treasury rates, and comments on the anticipated impacts of incoming Fed Chair Kevin Walsh. Szytel also reviews economic data, noting a lower-than-expected Small Businesses Optimism Survey and flat retail sales for December. He touches on the potential effects of upcoming CPI data and AI-related market volatility, projecting that AI will be a transformative technology despite the current volatility in its investment landscape. 00:00 Introduction and Market Overview 00:34 Bond Market Movements 01:29 Economic Data Insights 02:37 Upcoming CPI Report 04:00 AI Volatility Discussion 05:06 Conclusion and Sign-Off Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Thanks to Monarch for partnering with me! Start your free trial and get 50% off your first year of total money clarity using my link https://monarchmoney.yt.link/mFP5VcW or code euro50.Authorities in China are advising Chinese banks they need to seriously consider changing up their bond market allocations right now. Citing concentration risk as well as the possibility for volatility, regulators are supposedly trying to prevent depositories from buying bonds. If this sounds familiar, it should since the PBOC did something similar in the summer of 2024. But in this case, the asset being targeted isn't local. Eurodollar University's Money & Macro AnalysisChina Urges Banks to Curb Exposure to US Treasurieshttps://www.bloomberg.com/news/articles/2026-02-09/china-urges-banks-to-limit-holdings-of-us-treasuries-citing-market-volatilityForeign Holdings of US Treasuries Climbed to Record in Novemberhttps://www.bloomberg.com/news/articles/2026-01-15/foreign-holdings-of-us-treasuries-climbed-to-record-in-novemberDollar Global Transaction Use Jumps to New High, Swift Sayshttps://www.bloomberg.com/news/articles/2026-01-22/dollar-global-transaction-usage-jumps-to-new-high-swift-saysPBOC Says No Longer in China's Interest to Increase Reserves (2013)https://www.bloomberg.com/news/articles/2013-11-20/pboc-says-no-longer-in-china-s-favor-to-boost-record-reserveshttps://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

We regularly look at macro economic data to forecast interest rates. Interest rates affect one of the three main variable associated with any project. Those three variables are construction costs, capital costs and rent. Everything else is a rounding error by comparison. We are expecting new payroll data from the bureau of labor and statistics later this week. However, those numbers are full of approximations and adjustments. To me, the most reliable data actually comes from private enterprise which is the real time payroll data from ADP. The ADP data is not a survey or a statistical sample. It's the real data taken from real payroll transactions in the past month. We're going to start with the employment data and then look at bond yields. We know that the Fed funds rate has dropped 75 basis points in the past year. But the yield on the 10 year treasury has hardly budged in spite of everything that has happened. So let's start with the payroll info and analyze from there. The latest ADP National Employment Report, released on February 4, 2026, indicates a significantly cooling U.S. labor market. Private sector employment grew by only 22,000 jobs in January, falling well short of the Dow Jones consensus forecast of 45,000.If we look by sector, the modest growth was almost entirely propped up by Education and Health Services, which added 74,000 jobs. Without this surge, the overall private sector numbers would have been negative.Treasury yields generally shifted lower as the market reacted to the signs of a rapidly cooling labor market. This trend was amplified by a "flight to safety" as investors moved out of riskier assets like equities and into the relative security of government bonds.------**Real Estate Espresso Podcast:** Spotify: [The Real Estate Espresso Podcast](https://open.spotify.com/show/3GvtwRmTq4r3es8cbw8jW0?si=c75ea506a6694ef1)   iTunes: [The Real Estate Espresso Podcast](https://podcasts.apple.com/ca/podcast/the-real-estate-espresso-podcast/id1340482613)   Website: [www.victorjm.com](http://www.victorjm.com)   LinkedIn: [Victor Menasce](http://www.linkedin.com/in/vmenasce)   YouTube: [The Real Estate Espresso Podcast](http://www.youtube.com/@victorjmenasce6734)   Facebook: [www.facebook.com/realestateespresso](http://www.facebook.com/realestateespresso)   Email: [podcast@victorjm.com](mailto:podcast@victorjm.com)  **Y Street Capital:** Website: [www.ystreetcapital.com](http://www.ystreetcapital.com)   Facebook: [www.facebook.com/YStreetCapital](https://www.facebook.com/YStreetCapital)   Instagram: [@ystreetcapital](http://www.instagram.com/ystreetcapital)  

In this episode of The Grant Williams Podcast, I'm joined by Rabobank's Michael Every for a provocative exploration of why the post-Cold War liberal world order is breaking down — and what may replace it. Michael argues that decades of hyper-market economics hollowed out America's industrial and military base, and that Trump's project represents a radical attempt to reverse that trajectory by fusing national security and economic policy. Drawing on deep historical parallels with the collapse of the Soviet Union, he sets out his ‘reverse Gorbachev' thesis: an effort to impose a form of capitalism with a national-security face, subordinating markets to strategic necessity, elevating the Treasury over the Federal Reserve, and accepting higher inflation, heavier state intervention, and intensified political conflict at home and abroad in order to rebuild power and resilience. Every episode of the Grant Williams podcast, including This Week In Doom, The End Game, The Super Terrific Happy Hour, The Narrative Game, Kaos Theory, Shifts Happen and The Hundred Year Pivot, is available to Copper and Silver Tier subscribers at my website www.Grant-Williams.com.  Copper Tier subscribers get access to all podcasts, while members of the Silver Tier get both the podcasts and my monthly newsletter, Things That Make You Go Hmmm…