Podcasts about Treasury

Linktree: ⁠⁠https://linktr.ee/Analytic⁠⁠Join The Normandy For Ad-Free NME, Additional Bonus Audio And Visual Content For All Things Nme+! Join Here:⁠⁠ ⁠⁠https://ow.ly/msoH50WCu0K⁠⁠The Nintendo Lawsuit Against U.S. Government Over Tariffs (2026) is heating up as Nintendo of America files suit on March 6, 2026, in the United States Court of International Trade. In this segment of Notorious Mass Effect, Analytic Dreamz dives into the high-profile case where Nintendo demands a full refund—with interest—of tariffs paid under now-invalidated policies imposed by the Trump administration starting February 1, 2025.The tariffs, enacted via executive orders under the International Emergency Economic Powers Act (IEEPA), targeted imports from numerous countries, including key Nintendo manufacturing hubs like Vietnam and Cambodia. The Supreme Court ruled on February 20, 2026, in Learning Resources, Inc. v. Trump that IEEPA does not authorize such tariffs, deeming them unlawful and triggering over 380 similar corporate lawsuits (with thousands more including prior cases) from companies like Costco, Toyota, and GoPro seeking refunds on billions collected—estimates range from $166 billion to over $200 billion in total duties.Nintendo claims substantial harm from these "unlawful trade measures," citing impacts like delayed U.S. pre-orders for the Nintendo Switch 2 (originally set to begin April 9, 2025, but postponed due to tariff uncertainty) and price hikes on the original Switch and some Switch 2 peripherals in 2025 to offset costs. The suit names agencies including the U.S. Department of the Treasury, Homeland Security, Customs and Border Protection (CBP), Commerce, and the U.S. Trade Representative, plus officials like Scott Bessent and Kristi Noem.Refunds face delays: CBP cites manpower shortages, outdated systems, and massive volume, though a new processing system is expected in about 45 days. A federal judge has ordered reimbursements to begin, but logistical hurdles persist amid broader industry fallout, including potential future pressures like global RAM shortages.Analytic Dreamz breaks down the timeline, Supreme Court ruling, Nintendo's financial arguments, and what refunds could mean for console pricing across gaming—potentially stabilizing or lowering costs for Switch 2, PlayStation, Xbox, and hardware in 2026–2027 if the wave of litigation succeeds.Support this podcast at — https://redcircle.com/analytic-dreamz-notorious-mass-effect/exclusive-contentPrivacy & Opt-Out: https://redcircle.com/privacy

#695: The U.S. lost 92,000 jobs in February, pushing unemployment to 4.4 percent.That result contradicts a different report released two days earlier showing 63,000 jobs added, leaving economists trying to square the circle. Many agree that we're in a "low hire, low fire" jobs environment.We walk through several major economic stories using a three-layer framework: the household economy, markets and policy, and long-term forces shaping the future.First, the household layer. Hiring has become uneven across sectors. Health care and education previously drove much of the job growth, but layoffs in those areas now appear in the data.Job openings have also fallen to 6.54 million, the lowest level since the pandemic began. Workers are switching jobs less often, and the pay bump for job-hopping has shrunk.Mortgage rates recently crossed 6 percent, influenced in part by rising Treasury yields and concerns about inflation. Gas prices climbed about 26 cents per gallon in a week, partly due to tensions affecting oil shipments through the Strait of Hormuz, which normally carries about one-fifth of global oil supply.The episode also looks at household finances. Six percent of workers in Vanguard plans took hardship withdrawals from their 401(k)s in 2025, up from five percent the year before. That increase suggests some households are leaning on retirement savings to manage financial stress.At the end of the episode, economist Dr. Ben Zweig, CEO of Revelio Labs, joins us to unpack the conflicting employment reports and explain why the labor market may look weaker than expected. He also discusses why health care hiring may be slowing and how economists interpret mixed signals across multiple labor data sources. (0:00) February jobs shock(1:02) Three-layer economy framework(2:03) BLS job losses explained(3:12) ADP vs BLS data gap(4:30) Job openings decline(5:39) Layoffs and AI cuts(7:15) Mortgage rates near 6 percent(8:26) Gas price spike(10:02) Markets react to oil shock(16:00) Record 401k withdrawals(19:30) Asset owners vs nonowners gap(21:22) Supreme Court tariff ruling(23:31) AI costs collapse, usage surge(27:03) Fed reactions to jobs report(33:33) Economist Ben Zweig interview Share this episode with a friend, colleagues, and your job recruiter: https://affordanything.com/episode695 Learn more about your ad choices. Visit podcastchoices.com/adchoices

Michael Reinking, NYSE Senior Market Strategist, recaps a volatile week shaped by intensifying AI‑related job fears and new geopolitical pressures. AI‑driven layoffs and sector rotation weighed on tech and financials, even as headline index moves stayed relatively contained. Operation Epic Fury pushed oil sharply higher and sent Treasury yields up on renewed war‑flation concerns. Markets swung on shifting headlines around Hormuz security and potential backchannel talks. With key jobs data and inflation reports ahead, investors remain cautious and highly reactive to both AI sentiment and Middle East developments.

Bill Powers interviews Adrian O'Brien of Midnight Sun Mining at PDAC in Toronto about the company's copper discovery in the Zambia–DRC copper belt amid competing US- and China-backed rail corridors to access regional copper. O'Brien recounts the company's transformation from a ~$20–25M market cap to ~C$300M after regaining 100% ownership of its flagship Dumbwa target, raising C$10M and later C$30.5M, building institutional support, and hiring COO Kevin Bonel (formerly Barrick) to apply a Lumwana-style exploration approach. Midnight Sun is drilling its 20 km Dumbwa target soil anomaly systematically on a grid with multiple rigs, targeting a large near-surface basement-dome copper system, awaiting many assays, and positioning as an explorer aiming for eventual M&A while also monetizing an oxide resource. https://midnightsunmining.com/ TSXV:MMA OTCQX:MDNGF 00:00 Intro 00:28 Meet Midnight Sun 01:34 From Microcap to Funded 03:29 De Risking the Story 05:14 Africa Copper Hotspot 07:41 Rail Corridors Clash 09:33 Why First Quantum Missed 12:14 Basement Dome Geology 14:37 Valuation and M&A Benchmarks 16:10 Kevin Bonel Joins 18:45 Grid Drilling Like a Major 21:34 Assay Backlog Reality 23:08 Explorer to Sale Strategy 24:12 Data Room Interest 25:09 Methodical Not Boring 26:55 Geology Twists and Bornite 28:29 What Makes a Great Hole 29:56 Lens Model and Grades 31:42 Treasury and Drill Costs 33:42 Financing Discipline 36:22 Assay Turnaround and Visual Core 37:50 Tickers and Contact Info Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 Sponsor Midnight Sun Mining pays MSE a United States dollar ten thousand per month coverage fee. The forward-looking statement disclaimer found in Midnight Sun's most-recent company slide deck found at www.MidnightSunMining.com applies to everything discussed in this interview. Bill Powers will not buy any MMA.v shares until five trading days after MSE's initial interview. Mining Stock Education (MSE) offers informational content based on available data but it does not constitute investment, tax, or legal advice. It may not be appropriate for all situations or objectives. Readers and listeners should seek professional advice, make independent investigations and assessments before investing. MSE does not guarantee the accuracy or completeness of its content and should not be solely relied upon for investment decisions. MSE and its owner may hold financial interests in the companies discussed and can trade such securities without notice. If you buy shares of any company featured on MSE, you should, for your own protection, assume MSE's owner is personally selling you those shares. MSE is biased towards its advertising sponsors which make this platform possible. MSE is not liable for representations, warranties, or omissions in its content. By accessing MSE content, users agree that MSE and its affiliates bear no liability related to the information provided or the investment decisions you make. Full disclaimer: https://www.miningstockeducation.com/disclaimer/

In today's Banking With Life Q&A, James answers questions such as, “Do life insurance companies have exposure to private equity firms?”, “What would happen to life insurance companies if the U.S. Treasury revalued gold reserves?”, and “Can financial calculators actually prove that dividends are higher on the base policy than on PUAs?” As always, we hope you enjoy and thank you for listening!Make sure to like and subscribe to join us weekly on the Banking With Life Podcast!━━━Become a client! ➫ www.bankingwithlife.com/how-to-fast-t…ur-own-bankerBuy Nelson Nash's 6.5 hour Seminar on DVD here: ➫ www.bankingwithlife.com/product/the-5…ecorded-live/ (Call us at (817) 790-0405 or email us at myteam@bankingwithlife.com for a DISCOUNT CODE)Register for our free webinar to learn more about Infinite Banking... ➫ www.bankingwithlife.com/getting-started-webinar━━━Implement the Infinite Banking Concept® with the Infinite Banking Starter Kit...The Starter Kit includes Becoming Your Own Banker by R. Nelson Nash and the Banking With Life DVD by James Neathery.It's the perfect primer for everyone interested in becoming their own banker.Buy your starter kit here: ➫ www.bankingwithlife.com/product/becom…pecial-offer/━━━Learn more about James Neathery here: ➫ bankingwithlife.com━━━Listen on your iPhone with Apple Podcasts: ➫ podcasts.apple.com/us/podcast/bank…st/id1451730017Listen on your Android through Stitcher: ➫ www.stitcher.com/podcast/bank...Listen on Soundcloud: ➫ @banking-with-life-podcast━━━Follow us on Facebook: ➳ www.facebook.com/jamescneathery/━━━Disclaimer:All content on this site is for informational purposes only. The content shared is not intended to be a substitute for consultation with the appropriate professional. Opinions expressed herein are solely those of James C. Neathery & Associates, Inc., unless otherwise specifically cited. The data that is presented is believed to be from reliable sources and no representations are made by James C. Neathery & Associates, Inc. as to another party's informational accuracy or completeness. All information or ideas provided should be discussed in detail with your Adviser, Financial Planner, Tax Consultant, Attorney, Investment Adviser or the appropriate professional prior to taking any action.

Host: Cindy Allen Show: Simply Trade – Cindy's Version Published: March 6, 2026 Length: ~13 minutes Presented by: Global Training Center Ready For It? CBP's IEEPA Refund Proposal Drops—Here's What's Next Cindy Allen, CEO of TradeForce Multiplier, dives into the latest trade developments through Taylor Swift's “Ready For It?”—perfect for the “let the games begin” drama unfolding in IEEPA refund hearings. From DHS shakeups and Section 122 lawsuits to CBP's just‑filed refund blueprint, Cindy unpacks the mechanics, open questions, and what importers/brokers should do now.​ What You'll Learn in This Episode DHS leadership change Secretary Noem removed; scuttlebutt suggests more exits at DHS/CBP headquarters. New nominee: Oklahoma senator with broad congressional/President support (not yet formal).​ Section 122 tariff challenges 24 states sue in Court of International Trade, arguing Section 122 doesn't meet “imbalance of payments” requirement for universal tariffs. Commerce Secretary Besant hints at 15% rate hikes for specific industries, potentially violating Section 122's uniform application rule—no movement yet (as of Friday afternoon).​ USMCA signals Congress supports extension, but President has final say. Discussions on trilateral vs. bilateral (U.S.–Canada, U.S.–Mexico); some push for 1‑year extension to renegotiate post‑tariff chaos.​ Global disruptions Iran war halts Strait of Hormuz traffic, backing up oil tankers and vessels reliant on that fuel—broad transportation ripple effects.​ USTR advisory opportunity Nominations open for 4 USTR trade advisory groups (separate from COAC)—check Federal Register notices. Chance to influence policy, build government/industry relationships.​ Why “Ready For It?” Cindy channels Taylor Swift's “Ready For It?” for the IEEPA refund “dating game” between DOJ, CBP, and CIT: Federal Circuit rejected government's 90‑day delay request, remanded immediately to CIT. CIT hearing (March 4) was “entertaining” bickering—judge ruled no suit needed for non‑final entries and ordered CBP to liquidate without IEEPA duties. CIT conference (March 6, closed): CBP filed a refund proposal.​ CBP's IEEPA Refund Proposal Breakdown How it would work: Importers file ACE declaration with Excel list of affected entries. ACE runs validations, auto‑recalculates IEEPA refund. CBP verifies declaration accuracy. ACE auto‑liquidates; CBP certifies; Treasury issues refunds (as normal). Estimated 45 days for CBP programming.​ Open questions: Entry updates: ACE is system of record—will underlying entry summaries be corrected? (Critical for protests, PSCs, reconciliation, drawback.) Broker involvement: ABI required? Broker systems need programming? Push/pull updates? Reconciliation: How handled in bulk process? PSC/audit impact: Can filers still correct misclassifications post‑bulk liquidation? (Protests harder than PSC.) Liquidation halt: CBP questions authority to pause during 45‑day programming (hundreds of thousands liquidated March 6).​ Key Takeaways CIT has jurisdiction; expect CBP proposal review/dialogue—trade associations pushing entry updates. Programming delays + ABI sync = potential months before refunds flow. Liquidation is automatic unless stopped—monitor your entries closely. “Let the games begin”—are you ready for the IEEPA refund process?​ Credits Host: Cindy Allen Producer: Annik Sobing  Listen & Subscribe Simply Trade main page: https://simplytrade.podbean.com​ Apple Podcasts: https://podcasts.apple.com/us/podcast/simply-trade/id1640329690​ Spotify: https://open.spotify.com/show/09m199JO6fuNumbcrHTkGq​ Amazon Music: https://music.amazon.com/podcasts/8de7d7fa-38e0-41b2-bad3-b8a3c5dc4cda/simply-trade​ Connect with Simply Trade Podcast page: https://www.globaltrainingcenter.com/simply-trade-podcast​ LinkedIn: https://www.linkedin.com/showcase/simply-trade-podcast​ YouTube: https://www.youtube.com/@SimplyTradePod​ Join the Trade Geeks Community Trade Geeks (by Global Training Center): https://globaltrainingcenter.com/trade-geeks/  

Markets navigate rising Treasury yields and geopolitical tensions as investors assess defense spending, energy shocks, and global trade risks. Plus, strategists point to opportunities in aerospace, defense, and diversification beyond megacap tech as earnings remain resilient. And later, economists break down how oil price spikes could affect inflation, Fed rate cuts, and a cooling labor market. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Our Deputy Global Head of Research Michael Zezas and Head of Public Policy Research Ariana Salvatore assess the potential market outcomes of the Middle East conflict, weighing its possible duration and economic impact.Read more insights from Morgan Stanley.----- Transcript -----Michael Zezas: Welcome to Thoughts on the Market. I'm Michael Zezas, Morgan Stanley's Deputy Global Head of Research. Ariana Salvatore: And I'm Ariana Salvatore, Head of Public Policy Research. Michael Zezas: Today we're discussing the escalating U.S.-Iran conflict, the market reaction, and what investors should be watching for next. It's Wednesday, March 4th at 7:30am in San Francisco. Ariana Salvatore: And 10:30am in New York. Michael Zezas: So, Ariana, I'm in San Francisco at Morgan Stanley's TMT Conference, but obviously events in the Middle East have captured everyone's attention. There's uncertainty around the conflict and really important questions about how it affects all of us. And of course, markets have to discount all sorts of future uncertainty about very specific impacts – to financial asset prices, to commodity prices – and really look at it through that narrow lens.And so, Ariana, the administration has suggested that this conflict and this campaign could last a few weeks. But also it said it could continue as long as it takes. So, what are the clearest signals investors should watch for to gauge duration? Ariana Salvatore: For now, we're focused on three main indicators. First, I would say, and most important, is clarity around the objectives. The president and others in the administration have referenced things like eliminating Iran's missile arsenal, its navy and limiting proxy activity. Those goals are broader than the earlier focus on just the nuclear programs. Each objective, of course, implies a different timeline. A narrower objective likely means a shorter engagement. Broader ambitions, conversely, would extend it. So that's the first thing. Second, obviously extremely important is traffic through the Strait of Hormuz. We'd viewed a full closure as unlikely, given the economic consequences for Iran itself. But tanker flows have at least temporarily fallen close to zero, and that's significant because production across the region has not been impaired. This is not about oil fields going offline. It's about whether or not oil can actually move. If shipping lanes normalize within weeks, markets can recalibrate. However, if flows remain materially curtailed beyond five weeks, the risks rise meaningfully. Third, the frequency of strikes and proxy activity. Sustained or escalating engagement would suggest a longer conflict. Signs of diplomacy, on the other hand, might indicate de-escalation. Michael Zezas: Right. So, let's build on that and talk about oil. And our colleague, Martijn Rats has really laid this out with a lot of different scenarios. But what we're seeing right now is that when it comes to oil, this is really a shock to the transport of it, not necessarily a shock to its production. So, oil supply exists. The question is really – can it be delivered or not? So, if tanker flows normalize and the geopolitical risk premium fades, what Martijn is saying is that global oil prices could move back towards $60 to $65 a barrel. If the logistical disruption lasts four to five weeks, then prices maybe trade in the $75 to $80 range. And if disruption extends beyond five weeks and flows are materially constrained, then you could see a situation where oil prices have to rise towards $120 or $130 a barrel. And at that level, demand destruction is what becomes the balancing mechanism in setting price for oil. So, one signal to watch is longer dated oil prices. Early month contracts can spike during geopolitical stress, but a sustained move materially above $80 to $85 [per] barrel would likely require longer dated prices to move higher as well. And that might signal that markets believe the disruption is persistent and not temporary. Ariana, what about natural gas here? How does gas situation fit into the energy story? Ariana Salvatore: As of this recording, Qatar has halted liquified natural gas production putting roughly 20 percent of global supply at risk. Prices have, as you might expect, risen sharply, which likely reflects expectations of a relatively short disruption. If exports were to resume quickly, prices could retrace. But, of course, if the outage lasts longer, prices could move meaningfully higher. Again, duration of the conflict is really critical here. Michael Zezas: So, let's bring this back to the U.S. Ariana, how does this conflict feed into the domestic, political and economic backdrop? Ariana Salvatore: When we're thinking about the midterm elections later this year, the way we see it, the clearest transmission channel is gasoline prices. Polling shows a majority of Americans oppose military action related to Iran, but voters typically prioritize domestic issues: things like inflation, cost of living, affordability over foreign policy. However, there's a very clear caveat here. If oil prices stay elevated, gasoline prices rise, and that's where this becomes politically more salient. Michael Zezas: Right, and so our economists and our chief U.S. Economist Michael Gapen has been all over this. And the way he assesses it is if oil prices remain about 10 percent higher than where they were before the conflict for several months, headline inflation would likely rise by 0.3 percent before dissipating. Historically, oil price shocks primarily affect headline inflation rather than underlying inflation. That's an important distinction that they point out. So maybe that could delay Federal Reserve rate cuts, even if policymakers ultimately look through the move. But if oil prices rise enough to weaken economic activity, particularly in the labor market or consumer spending, then our economists say the Fed could pivot toward easing despite elevated inflation. Ariana Salvatore: So, given that backdrop, what's the simple takeaway for investors in stocks or bonds? Michael Zezas: Right. So, I think we have to think about this in terms of duration of conflict and economic impact. So, if tanker flows normalize within a few weeks and oil prices move back towards that $60 to $65 range, then our economists are saying economic damage would be limited. And historically geopolitical events alone have not led to sustained volatility for U.S. equities. So, in that environment, our cross-asset team points out that stocks would likely remain supported. If instead, oil prices remain elevated long enough to push inflation higher and weigh on growth, the picture would change. A sharp and persistent rise in oil prices – that can pose a risk to the duration of the business cycle, and in that scenario, we'd expect stocks to struggle. Importantly, bonds may not provide the same diversification benefit if inflation remains sticky as a consequence of all of this. We could see stock and bond prices move in the same direction. That could challenge traditional balanced portfolios. Ariana Salvatore: And what are we seeing specifically in U.S. Treasury markets? Michael Zezas: So, as Matt Hornbach and our global macro strategy team have pointed out here, you've got two competing forces in the U.S. Treasury market. There's been some demand for safety, but investors are also focused on the risk that higher oil prices would lift inflation. So far, inflation concerns have taken precedence over growth concerns. How long that balance holds – that might depend on incoming data, especially labor market data. If you get weaker labor market data suggesting that growth could weaken, then you could see treasuries rally more meaningfully and yields come down. If you don't see that and inflation concerns dominate, then maybe you're not going to see yields come down as much. And bonds rally as much. Ariana Salvatore: So, stepping back, it seems like the key variables remain tanker traffic, longer dated oil prices and duration of the conflict itself. Michael Zezas: I think that's right. Ariana, thanks for speaking with me. Ariana Salvatore: Always a pleasure, Mike. Michael Zezas: And thanks to our listeners for joining us. We'll continue tracking developments and what they mean for markets. If you enjoy Thoughts on the Market, please take a moment to rate and review us wherever you listen and share the podcast with a friend or colleague.Important note regarding economic sanctions. This report references jurisdictions which may be the subject of economic sanctions. Readers are solely responsible for ensuring that their investment activities are carried out in compliance with applicable laws.

Today we had the honor of welcoming three powerhouse guests from Lazard for an engaging discussion at the intersection of geopolitics, global security, and energy markets. Joining us were Admiral Bill McRaven, Retired Four-Star Admiral in the U.S. Navy and Senior Advisor at Lazard, Theodore Bunzel, Head of Lazard Geopolitical Advisory, and George Bilicic, Vice Chairman and Global Head of Power, Energy and Infrastructure. Bill is a Professor of National Security at the University of Texas Lyndon B. Johnson School of Public Affairs and previously served as Chancellor of the University of Texas System. During his military career, he commanded special operations forces at every level and led U.S. Special Operations Command. He oversaw the missions to capture both Osama bin Laden and Saddam Hussein. He joined Lazard as a Senior Advisor in 2021. Teddy has spent his career at the intersection of international political and economic affairs and financial services. He joined Lazard from BlackRock and also serves as a Non-Resident Fellow at the Center on Global Energy Policy. George Bilicic previously led Lazard's Midwest Advisory Business and has over 20 years of experience at Lazard in the investment banking business. His prior roles include senior positions at Cravath, Merrill Lynch, KKR, and Sempra Energy. Our conversation began with Bill's insights into the situation in Iran and the broader Middle East, including what we are learning four days in, the difference between a more “surgical” campaign and a broader strike strategy, and the ways Tehran may try to expand the conflict and prolong it. Bill shares his assessment of the military operation so far, why Iran's missile and drone response was expected, what surprised him tactically, how decentralizing command and control complicates targeting, and why regime change is far more complex than simply removing leadership. We explore the risks around the Strait of Hormuz, the realities of stockpiles and logistics, the strain of sustained deployments, and what seamless U.S.-Israel military coordination signals to China and Russia as they assess this new geopolitical map. George outlines what this volatility is doing in boardrooms around the world, from capital allocation and cost of capital to supply chain realignment, tariff sensitivity, and the growing premium on reliable 24/7 power. Teddy explains how Lazard integrates real-time geopolitical analysis into client strategy, why regulatory decision-making is becoming more discretionary, how European leaders are grappling with structural energy vulnerability and higher costs, how allies and European boardrooms are reassessing U.S. reliability, and why “trusted supply” is becoming central to LNG contracting and long-term energy security. We end by looking at the uncertain path forward, including the limits of prediction, the sustainability of current operations, and how geopolitics is increasingly embedded in corporate decision-making. Thank you to Bill, Teddy, and George for the insightful and timely discussion. Mike Bradley started off by noting that this week's macro conversation has been dominated by U.S. military strikes against Iran and the potential short- and intermediate-term market fallout. In rates, the 10-year Treasury yield moved up to 4.06% (up 12 bps), while some perceived safe havens like gold and silver were ironically lower on the week. In crude, WTI spiked Tuesday to roughly $78/bbl before pulling back to around $74/bbl, amid reports that the Strait of Hormuz was effectively shut—halting approximately 15 mmbpd of oil shipments. Oil retraced from intraday highs as markets focused on President Trump proposing financial security and military escorts for tankers in and out of the Gulf, rather than an SPR release. Refined products moved sharply higher, with wholesale diesel, gasoline, and heating oil up roughly 20% this week. Globally, Qatari LNG was shut down for the first time in 30+ years, help

Chuck Zodda and Marc Fandetti break down a volatile market session as investors try to determine whether disruptions tied to the Middle East conflict are a short-term shock or something more lasting. The S&P 500 swung sharply intraday as oil prices, shipping risks through the Strait of Hormuz, and global investor positioning drove heavy overnight selling followed by a sharp afternoon rebound.Chuck and Marc also explore why U.S. oil producers aren't rushing to ramp up production despite rising prices, how oil shocks translate into gasoline prices for consumers, why Treasury yields are rising instead of falling during geopolitical stress, and the increasingly controversial rise of prediction markets that allow users to bet on everything from elections to global crises.

President Donald Trump has thrown his support behind crypto firms in their high-stakes battle with U.S. banks over whether they can offer interest-like returns on stablecoins.~This episode is sponsored by BTCC~BTCC 10% Deposit Bonus! ➜ https://bit.ly/PBNBTCC00:00 intro00:06 Sponsor: BTCC00:33 You Will Pay00:44 Trump FINALLY Takes a side01:45 Brad Garlinghouse01:57 David Sachs & Eric Trump02:12 Patrick Witt ends negotiations?03:04 Jamie Dimon fuming03:29 Stablecoins vs Banks04:05 CLARITY Odds Are Wrong04:28 Why Trump didn't burn Democrats04:59 Oops05:24 Charles Hoskinson backs CLARITY!05:46 Treasury allowing yields?05:59 DeFi Wins Major Court Case!06:39 Banks Cyber Attacks vs Deposit Flight?07:26 Media Reaction To Cyber Attack Fear08:43 ICE Budget Should've went to Cyber Defense09:01 Kristi Noem DESTROYED by Congress10:20 Thom Tillis holding CLARITY Act!?11:11 outro#Crypto #Trump #XRP~Trump Just NUKED Banks Over Stablecoin Yields!!!

Over 130 treasury professionals – including young talent – gathered at BNP Paribas' offices in the heart of Paris to mark ten years of the Journeys to Treasury initiative with a day of exploring the past, defining the present, and shaping the future. While the agenda stretched from 2016 to 2035, the underlying message was consistent: transformation is no longer coming, it's already here and operational. In other words, the future is now.

Dr Duncan Pieterse – Director-General, National Treasury SAfm Market Update - Podcasts and live stream

This evening we dive into the latest market movements with Sasfin Wealth, we speak to National Treasury about it seeking a private sector partner to boost bond sales, we look at Cashbuild's results, the Financial Intelligence Centre unpacks a directive to heighten controls on crypto trades, the FSCA shares lessons from the Steinhoff saga, and we get to know Stefan Ferreira, Group CEO of Growth-Ten in this week's Executive Lounge. SAfm Market Update - Podcasts and live stream

Phong Le is CEO of Strategy (formerly MicroStrategy), and David Bailey is CEO & Chairman of KindlyMD. This conversation was recorded live at Bitcoin Investor Week in New York. In this conversation, we discuss Strategy's evolution from a bitcoin holding company to a leveraged treasury and now a digital credit platform, including the launch of its perpetual preferred product designed to offer bitcoin exposure with lower volatility and yield. We also cover capital markets strategy, competition among bitcoin treasury companies, macro impacts, and bitcoin's continued integration into Wall Street and global finance.======================BitcoinIRA: Buy, sell, and swap 80+ cryptocurrencies in your retirement account. Take 3 minutes to open your account & get connected to a team of IRA specialists that will guide you through every step of the process. Go to https://bitcoinira.com/pomp/ to earn up to $1,000 in rewards.======================Arch Public is an agentic trading platform that automates the buying and selling of your preferred crypto strategies. Sign up today at https://www.archpublic.com and start your automated trading strategy for free. No catch. No hidden fees. Just smarter trading.======================0:00 - Intro0:25 - Strategy's three phases of buying bitcoin7:04 - Bitcoin's graduation into Wall Street & traditional finance10:11 - Macro economy & Fed policy12:01 - Would they ever sell their bitcoin holdings?15:26 - Bitcoin, government policy, & political adoption19:52 - The responsibility of running a public bitcoin company26:35 - The future of bitcoin treasury models & consolidation

Rachel Reeves has today delivered her much anticipated spring statement, her opportunity to address the looming energy crisis, the uncertainty in the Middle East and the crashing Labour market … unfortunately, she did none of the above.The Treasury promised that the spring statement was going to be boring – and at least it delivered on that pledge. For twenty painful minutes, Reeves rattled off her familiar lines about ‘stability' and Liz Truss. Is this another wasted opportunity for Labour and the Chancellor? What will it mean for her own ‘stability'?Oscar Edmondson speaks to James Heale and Michael Simmons.Produced by Oscar Edmondson.Become a Spectator subscriber today to access this podcast without adverts. Go to spectator.co.uk/adfree to find out more.For more Spectator podcasts, go to spectator.co.uk/podcasts.Contact us: podcast@spectator.co.uk Hosted on Acast. See acast.com/privacy for more information.

Are we in a repeat of the post-FTX "forging in the fire" era? Tyler Evans and Pierre Rochard provide a candid look at the current 50% drawdown and why Market-to-NAV compression is a rite of passage for the new class of Bitcoin Treasuries. They break down why Nakamoto ($NAKA) is doubling down on "Information-to-Capital" flywheels while the marginal equity investor is tapped out, and how yield-bearing preferred shares are becoming the go-to instrument for the next wave of institutional adoption.Chapters: 00:53 - Tyler's origins in Bitcoin03:40 - Vision of BTC Media13:04 - Acquisition of BTC Media & UTXO by Nakamoto16:56 - Bear Bitcoin Market24:39 - Scalability of Financing for Bitcoin Treasury Companies30:30 - New Products from Nakamoto34:16 - Bitcoin's Motivating Factor for Countries38:27 - Potential Strategic Bitcoin Reserve?46:16 - One last fun question…46:45 - The Critical Necessities for a Bitcoin Treasury CompanyDISCLAIMER: The views and opinions expressed in this show are those of the participants and do not necessarily reflect the official policy or position of BTC Inc., Bitcoin Magazine, or any affiliated entities. This content is provided for informational and educational purposes only and should not be construed as investment, legal, tax, or accounting advice. Nothing contained in this show constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or financial instruments. Viewers should consult their own advisors before making financial or business decisions.

Host Emily Abdow talks with Coast Guard Commander Nolan Cain about his article on the Treasury-class cutter sunk by a German U-boat in January 1942—the Coast Guard's first loss of WWII.

Rachel Reeves has today delivered her much anticipated spring statement, her opportunity to address the looming energy crisis, the uncertainty in the Middle East and the crashing Labour market … unfortunately, she did none of the above.The Treasury promised that the spring statement was going to be boring – and at least it delivered on that pledge. For twenty painful minutes, Reeves rattled off her familiar lines about ‘stability' and Liz Truss. Is this another wasted opportunity for Labour and the Chancellor? What will it mean for her own ‘stability'?Oscar Edmondson speaks to James Heale and Michael Simmons.Produced by Oscar Edmondson. Hosted on Acast. See acast.com/privacy for more information.

Geopolitical instability in the Middle East and tariff-driven market shock are forcing investors to reassess risk across assets. Jake Dollarhide warns that a surge in oil above $100 is possible could delay the Fed interest rate cuts until 2027, even as Treasury yields spike and global markets sell off. While cracks are emerging in private credit, Jake says disciplined investors who stay long through the volatility are likely to be rewarded.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Geopolitical instability in the Middle East is shaking markets as higher oil prices revive inflation fears and push Treasury yields up. Jason England says the 10-year could move toward the high end of the 4.30% range, with stress already visible in areas like Blackstone's private credit funds. He recommends active fixed-income strategies, cash preservation, and disciplined commodity trend-following until the Fed's policy outlook becomes clearer.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

What does it take to lead treasury during a once-in-a-generation investment cycle?In this episode, we chat with Andrew Binnie, Group Treasurer at SSE plc and uncover how treasury is powering SSE's £33 billion transformation - driving strategy, navigating funding, and building purpose-led teams.This week's guest is Andrew Binnie, Group Treasurer at SSE plc. With an impressive career spanning Vodafone, BT, and now SSE, Andrew has led treasury through large-scale corporate transformations, capital market transactions, and strategic reorganizations.Andrew shares the inside story of his transition to SSE and how he's leading the treasury function through one of the UK's largest investment programs in energy infrastructure. From IPOs and hybrid capital to leadership philosophies and capability building, this episode offers a masterclass in treasury leadership during transformation.What We Cover in This Episode:SSE's £33bn “Transformation for Growth 2030” investment planTreasury's role in funding £15bn of that investment through debt and hybrid capitalBuilding and integrating high-performing treasury teamsLeading with clarity, purpose, and a co-created team visionAndrew's lessons from Vodafone's M&A, IPO, and high-yield venturesHow BT's £25bn fiber investment reshaped its treasury functionCareer insights: when to take risks, and when to build foundationsWhy strong leadership and aligned values matter more than job titlesThe importance of communication, planning, and preparation in treasuryTreasury's evolving role: from support function to strategic enablerYou can connect with Andrew Binnie on LinkedIn.---

When Iran struck Saudi Arabia, every historical model predicted mortgage rates would drop. Investors flee to Treasury bonds in a crisis — that's how it's always worked. Rates went up instead. Back over 6%. The pattern that buyers, agents, and analysts have relied on for decades just broke in real time. We break down why that happened, what it means for anyone waiting on rates to fall, and what the Home Depot earnings call quietly revealed about where the Fed is actually headed. We also get into the number that stopped Reddit cold this week: a record 18% of California property transfers are now happening through inheritance. Not purchases. Inheritance. The WSJ called it. We get into what it means for buyers, sellers, and anyone trying to crack into the most expensive real estate market in America. Plus — a viral video where a young woman chooses free Starbucks over a Bitcoin worth $60,000. The financial literacy conversation is bigger than the clip. Women are projected to control 75% of America's wealth by 2030. That wealth transfer is already happening. Is the industry ready for it?

Overview: Tune into this week's episode of Launch Financial as we discuss major losses in the markets following geopolitical conflicts. Markets had nowhere to hide as gold pulled back, volatility spiked to its highest level since November, and oil surged for a second straight day — pushing Treasury yields higher on renewed inflation fears just as investors are counting on Fed rate cuts.  Show Notes:   

Mortgage rates aren't just moving… they're skyrocketing — and today we break down why this is happening right now:• Stock markets plunged• Geopolitical unrest (Middle East + Iran risks)• Inflation pressures still lingering• MBS & Treasury yields jumping• What you should do now if you're buying or refinancingWe follow the data — not the headlines — and show you exactly how markets are reacting in real time.

Mortgage rates increased to 6.12 percent for a 30-year fixed loan, up 13 basis points, reversing a recent decline and affecting homebuyers at the start of the spring housing season. The rate hike is attributed to heightened tensions in the Middle East, particularly involving Iran, which led to increased oil prices, inflation concerns, and a rise in the U.S. 10-year Treasury yield above 4 percent. Mortgage rates, which generally follow Treasury yields, have become more volatile, though experts note that technical market factors and investor behavior at the start of the month may also be influencing rates. The future direction of mortgage rates depends on upcoming economic data, especially the monthly employment report. Entrepreneurs and real estate investors are advised to monitor macroeconomic trends, Treasury yields, inflation indicators, and employment data to anticipate borrowing costs. Evaluating investment strategies in light of rising rates and consulting financial professionals are recommended actions to manage risk and adapt to market changes.Learn more on this news by visiting us at: https://greyjournal.net/news/ Hosted on Acast. See acast.com/privacy for more information.

Investing in Bizarro World Episodes: https://youtube.com/playlist?list=PLIAfIjKxr02sAztzlJNy1ug5bDvTVZkME&si=w2d_EF-B5jMo1dYDSubscribe to Investing In Bizarro World: @bizarroworld Editor's Note: We are finalizing a private placement in a $25 million market cap company that just partnered with the most famous gold prospector on the planet… a man whose discoveries helped trigger the Yukon's second gold rush, who was featured on CBS's 60 Minutes, and whose projects have been acquired by major mining companies for hundreds of millions of dollars. The company is drilling in 2026, and spots in this financing are already filling fast. Click here to learn more: https://bit.ly/3Ol2g6THere's what was covered:Macro Musings - The metals are correcting, but the bull market remains intact. Gold pulled back more than $100 on the day and silver has retraced sharply from the $119 level seen just weeks ago to roughly $75, but the technical structure is still healthy. Elevated volatility continues to drive exaggerated price swings, and the gold volatility index remains a key factor behind the rapid consolidations. These moves are uncomfortable but normal in a structural bull market fueled by monetary and fiscal realities that haven't changed.The larger drivers remain overwhelming. U.S. debt is now approaching $40 trillion and projected by the Congressional Budget Office to hit $64 trillion within the next decade. That trajectory makes fiscal restraint implausible and reinforces gold's role as a monetary hedge. Meanwhile, central bank buying — especially from China — continues, and rate policy is shifting toward accommodation. The two-year Treasury yield has fallen to multi-month lows as markets increasingly price in rate cuts in the second half of the year. Growth is slowing, but not collapsing. Inflation is moderating, but not disappearing.Market Takes - Markets are undergoing rotation, not collapse. The leadership that defined the past several years — technology and communications — is beginning to give way to energy, materials, and defensive sectors like consumer staples. This shift reflects a maturing economic cycle, slowing — but still positive — growth, and a repricing of monetary expectations. The ten-year Treasury yield is falling alongside the dollar, reinforcing the favorable backdrop for commodities and precious metals.The key shift is the rate of change. Economic growth remains positive but is slowing from its previous pace. Inflation is declining but stabilizing at higher-than-target levels. That environment historically benefits hard assets and resource equities. Precious metals volatility will continue to produce sharp pullbacks, but these are opportunities for disciplined investors who understand the macro framework.Private placement demand reinforces the strength of the cycle. The most recent gold-antimony financing recommended through Private Placement Intel was raised at a $7 million market cap and is already trading at roughly a $12 million valuation, reflecting immediate market recognition of the opportunity. Demand for allocations exceeded supply by more than 2-to-1, forcing reductions in participation to preserve share structure integrity. This type of oversubscription is typical in early-stage bull markets, where capital is chasing limited high-quality opportunities.Additional financings are already in motion, including a base metals company with exposure to copper and gold in top-tier jurisdictions, as well as a North American gold project backed by a proven team with multi-million-ounce potential. These deals represent asymmetric opportunities that emerge early in commodity bull cycles and often deliver outsized returns as capital rotates into the sector. The next deal will open next week. Click to learn more if you want to participate: https://bit.ly/3Ol2g6T0:00 Introduction1:38 Macro Musings: Metals Pullback Context. Fed Cut Expectations. Exploding Debt Tailwinds.12:20 Market Takes: Private Placement Demand Surge. AI Copper Demand Boom. Sector Rotation Begins.27:43 Bizarro Banter: AI Job Fear Narrative. Cannabis Smear Campaign. Epstein Cover-Up Outrage. Mexico Cartel Reality.1:03:33 Premium Portfolio Picks: (You need to subscribe to Bizarro World Live to get this section) Subscribe here: https://bit.ly/4kYacaBPLEASE NOTE: There are now two versions of this podcast. 1. Bizarro World Live — Pay $2 per episode to watch us record the podcast live every Thursday and get Premium Portfolio Picks every week. Plus an archive of all premium episodes. Subscribe here: https://bit.ly/4kYacaB2. Bizarro World Free — Published the Monday after the live recording with no Premium Portfolio Picks.Visit our website Daily Profit Cycle for more content like this and more! https://dailyprofitcycle.com/

World War 3 is heating up and most people are missing the bigger strategic picture. What just went down in Iran and why anthropic got blacklisted by the Pentagon.

Today's Post - https://bahnsen.co/3NdZ2Sm In a Monday Dividend Cafe recorded before the market close, David Bahnsen discusses the market and energy implications of weekend U.S. military actions involving Iran, emphasizing the show is not for strategic or editorial war analysis. He notes futures opened down about 500 points but equities recovered to roughly flat, while oil rose about 6–9% to around $70 and U.S. LNG-related names moved on the prospect of greater export demand if Middle Eastern supply is disrupted. He highlights the absence of a traditional “flight to safety,” with Treasury yields higher across the curve (10-year up about 9 bps, 2-year up about 11 bps) and defensives lagging while energy and technology led. Bahnsen argues outcomes hinge on conflict duration, but elevated valuations and broader uncertainties (AI, private credit, tariffs, courts) raise risk and volatility. 00:00 Monday Market Setup 00:51 What This Show Covers 02:21 Futures Drop Then Recover 03:26 Oil Moves And LNG Angle 04:50 Conflict Duration Scenarios 06:47 Why Markets Stay Calm 08:16 Bonds And Sector Signals 10:09 Valuations And Uncertainty 11:59 Closing Thoughts And Prayer Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

The League Episode #43 – Show Notes In episode 43 of The League, Treasury has released initial guidance on Foreign Entity of Concern (FEOC) rules, reshaping tax credit eligibility, supply chains, and project financing across the clean energy industry. In this episode, Benoy Thanjan and David Magid break down what the guidance means for developers, investors, and manufacturers and provide a deep dive into the latest trends in New York's interconnection queues. Host Bio: Benoy Thanjan Benoy Thanjan is the Founder and CEO of Reneu Energy, solar developer and consulting firm, and a strategic advisor to multiple cleantech startups. Over his career, Benoy has developed over 100 MWs of solar projects across the U.S., helped launch the first residential solar tax equity funds at Tesla, and brokered $45 million in Renewable Energy Credits (“REC”) transactions. Prior to founding Reneu Energy, Benoy was the Environmental Commodities Trader in Tesla's Project Finance Group, where he managed one of the largest environmental commodities portfolios. He originated REC trades and co-developed a monetization and hedging strategy with senior leadership to enter the East Coast market.  As Vice President at Vanguard Energy Partners, Benoy crafted project finance solutions for commercial-scale solar portfolios. His role at Ridgewood Renewable Power, a private equity fund with 125 MWs of U.S. renewable assets, involved evaluating investment opportunities and maximizing returns. He also played a key role in the sale of the firm's renewable portfolio.  Earlier in his career, Benoy worked in Energy Structured Finance at Deloitte & Touche and Financial Advisory Services at Ernst & Young, following an internship on the trading floor at D.E. Shaw & Co., a multi billion dollar hedge fund. Benoy holds an MBA in Finance from Rutgers University and a BS in Finance and Economics from NYU Stern, where he was an Alumni Scholar. Connect with Benoy on LinkedIn: https://www.linkedin.com/in/benoythanjan/ Learn more: https://reneuenergy.com https://www.solarmaverickpodcast.com   Host Bio: David Magid David Magid is a seasoned renewable energy executive with deep expertise in solar development, financing, and operations. He has worked across the clean energy value chain, leading teams that deliver distributed generation and community solar projects. David is widely recognized for his strategic insights on interconnection, market economics, and policy trends shaping the U.S. solar industry. Connect with David on LinkedIn: https://www.linkedin.com/in/davidmagid/  If you have any questions or comments, you can email us at info@reneuenergy.com.  

This week on The GovNavigators Show, Robert Shea and Adam Hughes sit down with Deep Grewal, Vice President of Public Sector at MinIO, to unpack the findings of a new survey on the federal government's AI readiness, and why so many agencies are still stuck in the pilot phase.While AI ambition is everywhere, Deep explains that the real bottleneck is in data management. From lineage and governance to infrastructure, portability, and total cost of ownership, the conversation makes the case that the unglamorous foundational work will determine which agencies actually scale AI and which remain in perpetual experimentation.They dig into the tension between cloud-first and cloud-smart, the rise of hybrid and sovereign architectures, the GPU and storage crunch, and why AI must become a mission-wide capability rather than a bolt-on “innovation project.” Deep also lays out a practical checklist for moving to enterprise AI: get your data house in order, modernize infrastructure, upskill the workforce, establish governance, and prove the ROI.If you're trying to move from AI pilots to real production, this episode is your roadmap. Show Notes:MinIO's Federal AI Readiness GapAnthropic's stand-offOne man's big bet against DOGEWhat's on the GovNavigators' Radar:Mar 4, 2026Alliance for Digital Innovation's Understanding OneGov: Discussions with GSA LeadershipMar 5, 2026The MUST ATTEND Driving Government Efficiency SummitMar 11, 2026 Data Foundation event on Treasury's Do Not PayMar 19, 2026 RSM Webinar: AI Governance and Responsible Adoption in Government 

Follow Proof of Coverage Media: https://x.com/Proof_CoverageFollow Henry McPhie: https://x.com/henrymcphie_In this episode, Connor talks with Henry McPhie, co-founder and CEO of Streamex (NASDAQ: STEX), about bringing the gold market on-chain through regulated tokenization. They discuss the launch of GLDY, a yield-bearing gold-backed token that pays holders 3.5% APY through gold leasing, how it stacks up against Tether Gold and Pax Gold, Streamex's revenue model, and the roadmap to tokenize silver, copper, oil & gas, and beyond.Timestamps:02:05 - Launch Day Overview03:07 - How Gold Yield Works04:43 - Risk and Insurance Layers06:13 - Chains and Early Demand07:33 - Bitcoin Vs Gold09:16 - Henry's Origin Story11:49 - Why Go Public13:38 - Team and Advisors16:50 - Treasury and Seeding Liquidity18:43 - Revenue Model Breakdown22:42 - GLDY Versus Other Gold Tokens27:58 - Retail and Institutional Access30:04 - Where to Learn MoreDisclaimer: The hosts and the firms they represent may hold stakes in the companies mentioned in this podcast. None of this is financial advice.

LISTEN and SUBSCRIBE on:Apple Podcasts: https://podcasts.apple.com/us/podcast/watchdog-on-wall-street-with-chris-markowski/id570687608 Spotify: https://open.spotify.com/show/2PtgPvJvqc2gkpGIkNMR5i WATCH and SUBSCRIBE on:https://www.youtube.com/@WatchdogOnWallstreet/featured  War and global uncertainty create major swings in financial markets — from falling Treasury yields to a surging dollar and energy concerns around the Strait of Hormuz. Chris discusses the “flight to quality,” why geopolitical crises trigger market chaos, and why smart investors don't try to trade the panic.Learn why investing during uncertainty is like escaping a rip current — you don't fight it, you move strategically and wait for opportunity.

L'operazione "Epic Fury" contro l'Iran riporta il rischio geopolitico al centro dei mercati energetici. Il nodo è lo Stretto di Hormuz: da lì transitano circa 20 milioni di barili al giorno su 105 di domanda globale, ma soprattutto quasi metà del petrolio scambiato via mare, cioè quello che fa davvero il prezzo. Il Brent sale oltre 78 dollari, il WTI sopra 71. Il gas europeo balza a 45 euro/MWh (+40%), dopo che QatarEnergy ha annunciato lo stop alla produzione di GNL a Ras Laffan a seguito degli attacchi. Per il petrolio esiste ancora un cuscinetto di offerta - anche grazie agli Stati Uniti, oggi a 13,5 milioni di barili al giorno - ma sul gas la situazione è molto più fragile. L'Europa, che ha sostituito 150 miliardi di metri cubi di gas russo con GNL, dipende in modo cruciale dal Qatar: il 20% del GNL globale passa da Hormuz. Senza alternative immediate, ogni tensione si scarica direttamente sul TTF e quindi sulle bollette elettriche, soprattutto in Italia. L'Opec+ annuncia un aumento di produzione ad aprile, ma mantiene massima flessibilità. Il mercato, però, guarda alla continuità dei flussi: se Hormuz si blocca, il surplus globale si azzera.La reazione dei MercatiNon è panico, è riduzione del rischio. I mercati stanno ricalibrando le probabilità. Il petrolio è il primo termometro, ma i segnali arrivano anche da oro, Treasury e Vix, ai massimi del 2026. Bitcoin inizialmente scende del 4% per poi recuperare rapidamente: segnale che l'escalation viene considerata, per ora, circoscritta. Le Borse europee cedono terreno, in particolare industriali e banche. Salgono energia e difesa. Il FTSE MIB è in netto ribasso. Il punto chiave è la parte lunga della curva Usa. A febbraio il decennale è sceso sotto il 4% nonostante petrolio in rialzo e PPI sopra le attese. È una divergenza anomala: se il greggio consolidasse sopra 80-100 dollari, i rendimenti potrebbero risalire per timori inflattivi. Se invece continuassero a scendere, il mercato starebbe prezzando un rallentamento economico più profondo. La domanda centrale resta una: shock energetico temporaneo o cambio di ciclo macro? La risposta arriverà dai tassi americani. Interviene Giacomo Calef, Responsabile per l'Italia di NS Partners.Caos nei cieli del Golfo: spazio aereo off limits e oltre 5mila voli cancellatiLa chiusura simultanea degli spazi aerei di Iran, Israele, Iraq, Qatar, Bahrein, Kuwait, Siria ed Emirati Arabi riporta il trasporto aereo a uno scenario da emergenza globale. Oltre 5.000 voli cancellati in due giorni, con gli hub di Dubai, Doha e Abu Dhabi particolarmente colpiti. Gli scali di Dubai e Abu Dhabi hanno subito danni diretti; nello Zayed International Airport si registra anche una vittima. Più di 20 mila passeggeri assistiti negli Emirati, ma il problema è sistemico: quegli hub movimentano circa 90 mila passeggeri al giorno e sono snodi cruciali tra Europa, Asia e Africa. Non è solo una crisi regionale: la chiusura del Golfo spezza corridoi intercontinentali, altera rotte globali e aumenta costi e tempi. L'aviazione civile è tra i primi settori a pagare il prezzo dell'instabilità geopolitica. Il commento è di Gregory Alegi, professore di Storia e politica delle Americhe presso l'Università Luiss, ed esperto del settore aeronautico.

Technical Levels and Market Support From a technical standpoint, the market has shown notable resilience despite geopolitical tension. The S&P 500 is currently trading around 6,845, holding up well in the wake of weekend developments. While volatility may persist, it is important to evaluate where meaningful support levels lie. The first key support range sits between approximately 6,522 and 6,630, roughly a 3–5% decline from current levels. This area corresponds closely with the 200-day moving average, a widely followed long-term technical indicator. Further support exists near the 6,150 to 6,200 range. This level represents last year's breakout zone and would equate to a more typical 10% market correction. Corrections of this magnitude are historically normal within broader uptrends. Importantly, the market remains in an established uptrend. Identifying these “lines in the sand” does not imply that a significant decline is imminent. Rather, it provides a structured framework for evaluating risk should volatility increase. A Healthier, Broader Market Beyond technical levels, underlying market strength offers encouraging signs. One of the most constructive developments in recent months has been the broadening of market participation. In prior years, performance in the S&P 500 was largely concentrated in a small group of mega-cap stocks, often referred to as the “Magnificent Eight.” A healthy bull market, however, is characterized by broader participation across sectors and market capitalizations. Since October of last year, performance has expanded beyond the largest names. Mid-cap and smaller companies have demonstrated improved strength, while many of the previously dominant mega-cap stocks have underperformed relative to the broader index. This rotation signals improving market breadth and positive structural development. Broader participation creates a more stable foundation for equity markets, particularly during periods of geopolitical uncertainty. As the second quarter of the midterm election year unfolds, a period that has historically experienced weakness, the strengthening internal dynamics of the market provide a constructive backdrop. Oil, Inflation, and the “First Casualty” There is a longstanding saying that the first casualty of any conflict is the truth. Early reports during geopolitical crises are often incomplete or inaccurate. Reacting emotionally to initial headlines can lead investors astray. Instead, the focus should remain on measurable data, particularly price action across key markets. In the current environment, oil prices serve as a primary barometer. Historically, Middle East conflicts have had direct implications for crude oil supply and pricing. A review of West Texas Intermediate (WTI) crude over the past five years illustrates this clearly. During the 2022 conflict in Ukraine, oil prices surged above $120 per barrel and remained elevated above $100 for an extended period. Today's price movement is far more muted. WTI crude has risen to just above $72 per barrel, up from recent lows near $50, but significantly below the extremes seen in prior conflicts. This comparatively restrained reaction suggests markets are not yet pricing in a severe supply disruption. Statements from OPEC members signaling potential production increases may also be helping temper price spikes. Oil matters not only at the gas pump, but more critically through its influence on inflation. Elevated energy prices can make inflation “stickier,” complicating the Federal Reserve's efforts to lower interest rates. As inflation persists, interest rates may remain higher for longer. The 10-year U.S. Treasury yield remains another key indicator. In recent years, yields moving above approximately 4.5% have coincided with equity market weakness. As long as rates remain within the low-4% to 4.5% range, the broader market environment has tended to remain constructive. The interplay between oil, inflation, interest rates, and equity valuations ultimately determines portfolio outcomes. At present, inflation and rates remain within manageable ranges, and the broader market structure, both technically and fundamentally, remains intact. That does not eliminate risk, but it does suggest there is no immediate evidence that the prevailing uptrend has reversed. Disciplined investors avoid knee-jerk reactions. Instead, they monitor price signals, assess incoming data, and make measured adjustments only when warranted. Greg Powell, CIMA® President and CEO Wealth Consultant Email Greg Powell here Bobby Norman, CFP®, AIF®, CEPA® Managing Director Wealth Consultant Email Bobby Norman here Trey Booth, CFA®, AIF® Chief Investment Officer Wealth Consultant Email Trey Booth here Ty Miller, AIF® Vice President Wealth Consultant Email Ty Miller here Fi Plan Partners is an independent investment firm in Birmingham, AL, with a team of professionals serving clients across the nation through financial planning, wealth management and business consulting. The team at Fi Plan Partners creates strategies in the best interest of their clients using fee based investing. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Economic forecasts set forth in this presentation may not develop as predicted. No strategy can ensure success or protect against a loss. Stock investing involves risk including potential loss of principal. Securities and advisory services offered through LPL Financial, Member FINRA/SIPC and a registered investment advisor.The post “The Truth is the First Casualty.” first appeared on Fi Plan Partners.

This conversation explores the introduction of USDCX into the Cardano ecosystem, detailing the implications of the Circle Cross-Chain Transfer Protocol (CCTP), the bridging process, and strategies to attract liquidity to the ecosystem. It also acknowledges community contributions, discusses Wanchain's role in facilitating cross-chain transfers, and raises important questions about treasury funds and profit sharing. The discussion concludes with an optimistic outlook for Cardano's future.TakeawaysUSDCX is now available on the Cardano ecosystem.The CCTP uses a burn-and-mint model for asset transfers.Bridging assets is simplified through a new protocol.Attracting liquidity requires competitive rewards.Community contributions were vital for USDCX's launch.OneChain plays a key role in cross-chain transfers.Treasury funds and profit sharing are contentious topics.The Cardano ecosystem is seeing an increase in liquidity options.User experience in bridging assets is crucial.The future looks promising for Cardano with ongoing developments.Chapters00:00 USDCx is now on Cardano03:31 Difference Between Circle CCTP and Bridges06:03 How to Use the USDCx Bridge to Cardano08:14 Min of $20 USD09:04 How Long Does It Take?10:30 Additional Tutorials10:42 Protocols Attracting More USDCx12:59 How Much Has Been Minted?13:30 Checking My USDCx Transfer14:00 Who to Thank15:06 Other Existing Options17:06 Why Now? Why Not 4 Years Ago?18:09 The Drama19:17 Fees and ProfitsDISCLAIMER: This content is for informational and educational purposes only and is not financial, investment, or legal advice. I am not affiliated with, nor compensated by, the project discussed—no tokens, payments, or incentives received. I do not hold a stake in the project, including private or future allocations. All views are my own, based on public information. Always do your own research and consult a licensed advisor before investing. Crypto investments carry high risk, and past performance is no guarantee of future results. I am not responsible for any decisions you make based on this content.

On this week's Defense & Aerospace Report Business Roundtable, sponsored by Bell, Dr. “Rocket” Ron Epstein of Bank of America Securities, Sash Tusa of the independent equity research firm Agency Partners and Richard Aboulafia of the AeroDynamic advisory consultancy join host Vago Muradian to discuss Wall Street's worst day of 2026 on AI worries and lower than expected new US jobs creation; Israel and the United States attack Iran, killing the country's top leaders as Tehran retaliates against Israel, Bahrain, Jordan, Kuwait, Oman, Qatar, Saudi Arabia and the UAE; worries that a prolonged conflict will take a toll on already depleted US weapons stocks, aging weapons and personnel; the conflict sends energy prices soaring; the Trump administration's blacklisting of Anthropic from doing business with the US government and threat to seize its technology after the company expresses concerns over the use of it's Claude model for autonomous weapons and mass surveillance as OpenAI strikes a deal with the Pentagon; the spat between Britain's Treasury and Defense Ministries spills into the open as UK firms work to position themselves for growth; Ukraine's desire to help produce the Patriot missiles it depends on to counter Russian attacks; BWXT, Heico, Hensoldt, Leonardo, MTU, and Rolls-Royce earnings as L3Harris holds its investor day; takeaways from the Air and Space Forces Association's Warfare Symposium last week in Denver including plan to accelerate production of Northrop Grumman's B-21 bomber; updates on the Collaborative Combat Aircraft programs including engines to power a new generation of unmanned aircraft; the White House's decision to back the US Navy's FA-XX to develop a next generation carrier aircraft; and what to expect at commercial edition of Joanna Speed's Aerospace Event next week at the Beverly Wilshire in LA.

What if you could borrow at rates comparable to U.S. Treasury yields without going to a bank?In this episode, we break down box spread loans - a lesser-known strategy that allows investors to access liquidity from their portfolio at highly competitive rates (currently under 4%). We explain how box spreads work, why institutional investors have used them for years, and when they may be a smarter alternative to traditional lending options.We also discuss key considerations, including potential tax treatment of the interest expense, practical use cases (like bridging a home purchase or avoiding the realization of capital gains), and how to structure a box spread loan to reduce the risk of a margin call if markets fluctuate.If you're looking for flexible, low-cost financing without disrupting your long-term investment strategy, this is an episode you won't want to miss.Thanks for listening!For more details we recommend that you check out our blog post covering the same topic at https://pw-wm.com/learn/financial-planning/how-the-wealthy-borrow-box-spread-loans/

Artificial intelligence is shaking up the stock market — and if you’re in retirement or thinking about retirement, you need to understand what it means for your portfolio. On this week’s episode of The Financial Hour of The Tom Dupree Show, hosts Tom Dupree Jr., James Dupree, and Mike Johnson break down how a single AI research report triggered a major Nasdaq sell-off, why “HALO” stocks are emerging as the safe haven trade for retirement investors, and how a dividend income strategy provides the stability that pure growth investing simply cannot match during volatile markets. With the Nasdaq down nearly 2.75% year to date and the Dow dropping over 645 points in a single session, the team at Dupree Financial Group explains how their income-focused approach and hands-on research process has helped client portfolios outperform the major indices — with significantly less risk. How One AI Research Report Rattled the Entire Market The week’s biggest market story centered on a research report from Rinni, a small boutique research firm, that painted a grim picture of AI-driven economic disruption. Written from the perspective of 2028, the report described a scenario where AI causes mass white-collar layoffs, creating a self-perpetuating economic spiral with no natural correction mechanism. As Mike Johnson explained on the show: “It was well written, and it was probably written by AI. Essentially AI causing mass layoffs, white collar jobs specifically, and causing a vicious cycle in the economy where there’s no self-correcting mechanism that you have with a normal economic downturn.” The report called for a potential 38-40% market decline, and the reaction was swift — particularly in expensive technology stocks that had been treated as safe havens for the past several years. James Dupree noted what this reveals about market psychology: “What it shows is how sensitive the market is right now, especially in some of these expensive areas of the market. The big tech companies were considered the safe haven for the last several years. Now you’re seeing the flip side of that.” This kind of volatility is exactly why working with an advisor who does independent research matters. Unlike large national firms where you may be assigned an investment counselor following a one-size-fits-all model, Dupree Financial Group conducts its own research and gives clients direct access to their portfolio managers — the same people making the investment decisions. Why History Says AI Won’t Destroy the Economy While the Rinni report spooked markets, the Dupree Financial team took a longer view — one informed by decades of watching technological disruption play out in real time. Mike Johnson put the situation in historical context: “You look back historically on what’s happened when you’ve had new technology disrupt an economy. You have upheaval in certain markets, but the unemployment rate has not gone up since you’ve had these displacements.” From farming equipment to spreadsheets replacing bookkeepers to e-commerce disrupting brick-and-mortar retail, the pattern has been consistent: displaced workers move to other industries, and companies become more efficient and more profitable. As an investor, that increased profitability is ultimately what drives returns. The team also drew parallels to the dot-com bubble of the late 1990s — noting that while some technology companies will thrive, others building out AI infrastructure at enormous cost may see those investments fail to generate returns. This potential destruction of capital is a real risk for investors who chase momentum without understanding the underlying business. HALO Stocks: The New Safe Haven for Retirement Portfolios One of the most actionable insights from this episode is the emergence of the “HALO” investment framework — Heavy Asset, Low Obsolescence. These are companies that, as Tom Dupree put it, “you can’t AI out of existence.” HALO stocks include sectors like oil and gas, physical real estate, grocery stores, telecom companies, and industrial manufacturers like Caterpillar and Cummins. These companies own tangible assets and operate businesses that require a physical presence regardless of what happens in the virtual world. Tom offered a memorable perspective on why the physical world will always hold value: “The physical world has to exist and be maintained regardless. Everybody that is betting on AI in such a big way, it’s like betting on the side bet in a bigger way than on the actual game.” This HALO approach has been a significant contributor to Dupree Financial Group’s portfolio performance this year. Understanding how this investment philosophy works — owning individual stocks in carefully researched companies rather than being packaged into mutual funds — is one of the key differences between personalized investment management and the mass-market approach used by larger national firms. Dividend Income vs. Pure Growth: Why It Matters When You’re Taking Withdrawals Perhaps the most important segment for anyone in retirement or approaching required minimum distributions was the team’s detailed comparison of income-focused investing versus pure growth strategies. Mike Johnson broke down the math clearly: “With an RMD, you have to take X amount out every year. From a pure growth perspective, you have no idea what the price is gonna be over the course of that year. But by having an income focus, we can say with better conviction and better certainty what’s gonna be generated from income over this year.” The key insight is this: if your portfolio’s dividend income matches or exceeds your required withdrawals, the price of the underlying stocks becomes less critical in the short term. You’re not forced to sell into a down market. With a pure growth approach — even a traditional 60/40 allocation — you may have to sell stocks or bonds at unfavorable prices just to meet your distribution requirements. This is the kind of personalized portfolio analysis that makes a real difference for people in retirement. It’s not a one-size-fits-all allocation model — it’s a strategy built around your specific income needs and withdrawal requirements. The Hidden Risks of High-Yield Covered Call Funds The team also issued a timely warning about a popular product category that may look attractive on the surface: covered call funds with sky-high stated yields. James Dupree highlighted one particularly egregious example: “There’s one fund called Yield Max that had a 114% listed dividend. The fund is just gonna go down for the most part.” Mike Johnson explained why: “That’s the difference between a synthetic yield versus a real yield. A real yield of a company where the dividend comes from the earnings — that’s a real dividend.” If you’ve been living off a covered call fund’s “dividend” while the share price steadily declines, you’ve essentially been spending your principal without realizing it. This is a critical distinction that many investors — and even some advisors at large national firms — fail to make clear. FINRA’s investor education resources can help you understand the difference between income sources in various fund structures. Key Takeaways from This Episode A single AI research report from Rinni triggered a significant Nasdaq sell-off, exposing how sensitive expensive tech stocks have become to disruption narratives. History consistently shows that technological disruption displaces workers into new industries while making companies more efficient and profitable — not the doomsday scenario some predict. HALO stocks (Heavy Asset, Low Obsolescence) — including oil, real estate, grocery, telecom, and industrials — have emerged as the new safe haven trade and are driving strong portfolio performance. Dividend income strategies provide retirees with greater certainty around withdrawals than pure growth approaches, especially when required minimum distributions are in play. High-yield covered call funds with eye-popping stated dividends may actually be returning your own capital — not real income from company earnings. The 10-year Treasury yield dropping below 4% confirms that U.S. government bonds remain a safe haven during market sell-offs. Mortgage rates approaching 5.75% could help housing markets, but alone won’t solve the fundamental supply and affordability challenges facing homebuyers. Conducting thorough research on individual companies — rather than chasing momentum or buying based on headlines — remains the foundation of sound retirement investing. Frequently Asked Questions What are HALO stocks and why do they matter for retirement investors? HALO stands for Heavy Asset, Low Obsolescence. These are companies that own physical assets and operate businesses that cannot be replaced by artificial intelligence — think oil companies, real estate, grocery stores, telecom providers, and industrial manufacturers. For retirement investors, HALO stocks offer stability because their core business models are not at risk of technological disruption, making them a reliable component of an income-focused portfolio. How does a dividend income strategy protect my retirement withdrawals? When you’re taking required minimum distributions or regular withdrawals in retirement, a dividend income strategy means your portfolio generates cash from company earnings regardless of what stock prices do in any given year. This means you’re less likely to be forced to sell holdings at a loss just to meet your withdrawal needs — a risk that pure growth strategies carry during market downturns. Are covered call funds safe for retirement income? Not necessarily. While covered call funds may advertise attractive yields — sometimes exceeding 100% — the “dividends” often come from capital gains or options premiums rather than actual company earnings. Over time, many of these funds experience significant price declines, meaning investors are effectively spending their principal. It’s important to understand the difference between a synthetic yield and a real dividend backed by company cash flow. Will AI cause a stock market crash? While AI disruption is real and will create winners and losers across industries, historical precedent suggests that technological change tends to make the overall economy more productive rather than destroy it. Workers displaced by new technology historically move into new roles and industries. The bigger risk for investors is overpaying for AI-related companies that fail to generate returns on massive capital expenditures — similar to what happened during the dot-com era. How is Dupree Financial Group positioned during this market volatility? The team has been proactively raising cash and bond positions in client portfolios, which helped cushion the recent sell-off. Combined with holdings in HALO stocks, dividend-paying companies with conservative balance sheets, and Treasury positions that benefit from safe haven flows, client portfolios have outperformed the major indices year to date with significantly less volatility. You can listen to more market commentary or schedule a consultation to learn more. Don’t Guess — Know What You Own and Why You Own It As Tom Dupree said during the show: “The key isn’t timing the market. It’s understanding what you own and why you own it.” If you’re in retirement or thinking about retirement and you’re not sure whether your portfolio is built to generate reliable income — or if you’re wondering how AI disruption could affect your holdings — the team at Dupree Financial Group is here to help. With 47 years of investment experience, personalized separately managed accounts, and direct access to your portfolio managers, you’ll get the kind of hands-on attention that large national firms simply can’t provide. Schedule your complimentary portfolio review today: Call (859) 233-0400 Visit dupreefinancial.com Book directly at dupreefinancial.com/book Dupree Financial Group is a registered investment advisor (RIA). All investments involve risk, including the possible loss of principal. Past performance is not indicative of future results. The information provided in this blog post and podcast episode is for educational purposes only and should not be considered personalized investment advice. Please consult with a qualified financial advisor before making investment decisions. The post AI Market Disruption, the HALO Investment Strategy, and Why Dividend Income Still Wins for Retirees appeared first on Dupree Financial.

Why did the academic elite fail to see Bitcoin coming? Dr. Adam Back (@adam3us), the inventor of Hashcash, explains that professors were too obsessed with centralized bank models to conceive of a proof of work system that replaces central authority. While the ivory tower refined flawed systems, cypherpunks built a reality that does not require a middleman.Adam's journey started on the front lines of digital privacy, using his PhD as a license to hack. He laid the foundation for electronic cash by prioritizing sovereign rights. As the founder of Blockstream, he is an OG who never sold out, famously moving past shitcoin bribes to protect his ethical reputation.We tackle the reality of scaling. Adam argues that while Bitcoin is hard to change by design, the lightning network and sidechains allow for high-speed trade without risking the base layer. This modular approach lets Bitcoin evolve into a global financial layer while staying decentralized, proving the skeptics wrong one block at a time.In El Salvador, the government rejected shitcoin pitches to double down on Bitcoin. Adam notes this homegrown success could see the country rival major powers like Germany. It is a blueprint for using sound money to leapfrog the legacy financial system.Adam is now focused on filling innovation gaps from privacy to treasury reserves. The mission to replace fiat is just beginning. Subscribe and comment. Is El Salvador the next Singapore?—Bitcoin Beach TeamConnect and Learn more about Adam BackX: https://x.com/adam3usBlockstream X: https://x.com/BlockstreamHashcash Web: http://www.hashcash.org/Cypherspace Web: http://www.cypherspace.org/adam/Blockstream web: https://blockstream.com/Github: https://github.com/BlockstreamThe Liquid Network: https://liquid.net/Blockstream Jade: https://blockstream.com/jade/   Support and follow Bitcoin Beach:X: https://www.twitter.com/BitcoinBeach IG: https://www.instagram.com/bitcoinbeach_sv TikTok: https://www.tiktok.com/@livefrombitcoinbeach Web: https://www.bitcoinbeach.com Browse through this quick guide to learn more about the episode:00:00 Intro01:33 How Bitcoin achieves decentralized trust without banks. 04:49 Has institutional Bitcoin ruined the cypherpunk mission? 10:48 How Adam Back spotted and rejected shitcoin scams. 12:43 Is Tether (USDT) a systemic risk to the Bitcoin ecosystem? 15:44 Why El Salvador succeeded where other nations failed. 20:32 Scaling Bitcoin via Blockstream, sidechains, and Lightning. 25:50 Adam Back on the 100-year mission for sound money.Live From Bitcoin BeachLive From Bitcoin Beach

Eric Criscuolo, NYSE Market Strategist, covers a week where AI‑driven disruption fears and new tariff moves sparked volatility across tech and financials. Markets steadied after Monday's drop, with software rebounding and the S&P holding its 250‑point range. Nvidia delivered strong results but still slipped, underscoring shifting momentum between hardware and software. Defensive sectors led as crude softened, crypto wavered, and Treasury yields dipped. With major earnings, labor data, and global indicators ahead, markets enter March navigating tight ranges and persistent AI uncertainty.

Last Friday, the Supreme Court ruled that the President is not authorized to impose tariffs, affirming that Congress alone has the power to tax. Entrepreneur and pastor Mark Franco joins Russell, Mike, and Clarissa to discuss the future of tariffs. Then, President Trump suggests that he would launch a strike on Iran if they do not back down from their nuclear weapons program. Jonathan Schanzer stops by to share about Iranian protests and possible regime change. Finally, President Trump's annual State of the Union address lasted a record breaking 1 hour and 48 minutes. Mike, Clarissa and Harvest Prude recap the highlights. REFERENCED IN THE EPISODE: Trump's SOTU Heralded a Revival. The Data Is Mixed. - Harvest Prude ABOUT THE GUESTS: Mark Franco is the president and CEO at MXD Process, a company that oversees the manufacturing and supply of industrial process equipment, and serves as the managing partner at Soterra Capital. Prior to that, he was the principal at Franconia Enterprises and president at Unified Manufacturing and Design, LLC. Mark is a pastor at Sojourn Community Church. Jonathan Schanzer is senior vice president for research at Foundation for Defense of Democracies (FDD), and he is also on the leadership team of FDD's Center on Economic and Financial Power. He previously worked as a terrorism finance analyst at the US Department of the Treasury. Schanzer has appeared on CNN, Fox News, Al-Arabiya, and Al-Jazeera. Harvest Prude is Christianity Today's national political correspondent and a congressional reporter based in Washington, DC. She is a former reporter for The Dispatch and World, having served there as political reporter for their Washington bureau. GO DEEPER WITH THE BULLETIN: Join the conversation at our Substack. Find us on YouTube. Rate and review the show in your podcast app of choice. ABOUT THE BULLETIN: The Bulletin is a twice-weekly politics and current events show from Christianity Today moderated by Clarissa Moll, with senior commentary from Russell Moore (Christianity Today's editor-at-large and columnist) and Mike Cosper (senior contributor). Each week, the show explores current events and breaking news and shares a Christian perspective on issues that are shaping our world. We also offer special one-on-one conversations with writers, artists, and thought leaders whose impact on the world brings important significance to a Christian worldview, like Bono, Sharon McMahon, Harrison Scott Key, Frank Bruni, and more. Learn more about your ad choices. Visit podcastchoices.com/adchoices

After newly released government documents and emails revealed a longstanding personal and professional relationship between Larry Summers and Epstein, Summers announced he will step down from his faculty position at Harvard University at the end of the 2025-26 academic year. Harvard confirmed that his decision comes amid an ongoing university review of records related to Epstein's connections with faculty and leadership, which showed Summers maintained frequent communication with Epstein over several years, including correspondence about personal matters and introductions involving women. Summers has already been on leave since late 2025 and relinquished leadership roles such as co-director of the Mossavar-Rahmani Center for Business and Government; he also resigned from high-profile board positions, including at OpenAI, as the controversy expanded.The fallout from the Epstein files has dramatically shifted Summers's standing in academia and public life. Although there is no evidence he was involved in criminal activity, the release of emails and other documents showing close ties to Epstein — including visits, frequent exchanges, and his name appearing repeatedly in the files — sparked institutional and public pressure. Summers, a former U.S. Treasury secretary and one-time Harvard president, expressed that his decision was difficult and framed it as an opportunity to focus on independent research, but his resignation underscores the broader repercussions that association with Epstein continues to have for powerful figures across academic and professional spheres.to contact me:bobbycapucci@protonmail.comsource:Larry Summers to resign as Harvard University professor amid Epstein fallout

RenMac breaks down why light tax refunds and narrow consumption growth are challenging the bullish economic narrative, even as AI capex continues to carry investment. The team explores falling Treasury yields despite “good” data, extreme tech momentum reminiscent of 2000, and cracks forming beneath the surface in software and breadth. They also cover late-cycle sector rotation into energy and defensives, housing and AI power politics in Washington, and what next week's ISM, jobs, and retail sales could mean for growth expectations and market leadership.

Welcome to The Chrisman Commentary, your go-to daily mortgage news podcast, where industry insights meet expert analysis. Hosted by Robbie Chrisman, this podcast delivers the latest updates on mortgage rates, capital markets, and the forces shaping the housing finance landscape. Whether you're a seasoned professional or just looking to stay informed, you'll get clear, concise breakdowns of market trends and economic shifts that impact the mortgage world.In today's episode, we look at the latest partnerships and Agency profit drivers from around mortgage industry. Plus, Robbie sits down with MakeMyMove's Evan Hock for a discussion on new data that shows that many financially stable, middle-income households are being priced out of homeownership in major metros notby monthly affordability but by lack of access, prompting relocations to smaller regional hubs where similar housing costs unlock ownership, stability, and better quality of life. And we close by looking at the end of this month's auction slate from the U.S. Treasury.This week's podcasts are sponsored by FirstClose. FirstClose Equity gets you to closings faster by empowering borrowers with vital property decisioning data. It is the only end-to-end digital HELOC & HEL solution built specifically for home equity.

Mike Armstrong and Marc Fandetti react to a hotter-than-expected Producer Price Index report that extended the market selloff and pushed investors to reassess the path of inflation and interest rates. With the 10-year Treasury dipping below 4% and mortgage rates nearing 6%, they debate whether falling rates can revive housing — or if broader growth concerns are the bigger story.The hour also features CNBC's Michael Santoli on the AI-driven market rotation and what could reignite momentum in big tech, plus analysis of Paramount's blockbuster acquisition of Warner Bros. Discovery, Berkshire Hathaway's new stake in The New York Times, and renewed concerns about risks building in private credit markets.

Trump isn't just weaponizing the DOJ, he's dome the same at the Treasury Department, and now a senior leader and huge Trump donor who has objected to massive spying by Treasury on the American people has quit, calling attention to the use of “Geographic Target Orders” by Treasury in violation of the 4th Amendment. Popok explains that the spying scandal coming to light may explain why Trump was so hot and bothered about “Somali fraud” during the SOTU. Soul: Go to https://GetSoul.com and use code LEGALAF to get 30% OFF your order! Visit https://meidasplus.com for more! Remember to subscribe to ALL the MeidasTouch Network Podcasts: MeidasTouch: https://www.meidastouch.com/tag/meidastouch-podcast Legal AF: https://www.meidastouch.com/tag/legal-af MissTrial: https://meidasnews.com/tag/miss-trial The PoliticsGirl Podcast: https://www.meidastouch.com/tag/the-politicsgirl-podcast Cult Conversations: The Influence Continuum with Dr. Steve Hassan: https://www.meidastouch.com/tag/the-influence-continuum-with-dr-steven-hassan The Weekend Show: https://www.meidastouch.com/tag/the-weekend-show The Ken Harbaugh Show: https://meidasnews.com/tag/the-ken-harbaugh-show Majority 54: https://www.meidastouch.com/tag/majority-54 On Democracy with FP Wellman: https://www.meidastouch.com/tag/on-democracy-with-fpwellman Uncovered: https://www.meidastouch.com/tag/maga-uncovered Learn more about your ad choices. Visit megaphone.fm/adchoices

Dr. Paul Craig Roberts was associate editor and columnist for the The Wall Street Journal and was appointed by President Reagan to Assistant Secretary of the Treasury for Economic Policy. He joins founder of Curves International Fitness, businessman, author, filmmaker and philanthropist Gary Heavin to discuss the collapse of the dollar, Tucker/Huckabee interview, United States being a puppet of Israel, and much more. PLEASE SUBSCRIBE LIKE AND SHARE THIS PODCAST!!!    Watch Show Rumble- https://rumble.com/v769yqy-the-u.s.-is-a-servile-agent-of-israel-paul-craig-roberts-and-gary-heavin.html YouTube- https://youtu.be/LXe21BJ9TOk?si=Vn9aOqUKlLzdhCmh   Follow Me X- https://x.com/CoffeeandaMike IG- https://www.instagram.com/coffeeandamike/ Facebook- https://www.facebook.com/CoffeeandaMike/ YouTube- https://www.youtube.com/@Coffeeandamike Rumble- https://rumble.com/search/all?q=coffee%20and%20a%20mike Substack- https://coffeeandamike.substack.com/ Apple Podcasts- https://podcasts.apple.com/us/podcast/coffee-and-a-mike/id1436799008 Gab- https://gab.com/CoffeeandaMike Locals- https://coffeeandamike.locals.com/ Website- www.coffeeandamike.com Email- info@coffeeandamike.com   Support My Work Venmo- https://www.venmo.com/u/coffeeandamike Paypal- https://www.paypal.com/biz/profile/Coffeeandamike Substack- https://coffeeandamike.substack.com/ Patreon- http://patreon.com/coffeeandamike Locals- https://coffeeandamike.locals.com/ Cash App- https://cash.app/$coffeeandamike Buy Me a Coffee- https://buymeacoffee.com/coffeeandamike Bitcoin- coffeeandamike@strike.me   Mail Check or Money Order- Coffee and a Mike LLC P.O. Box 25383 Scottsdale, AZ 85255-9998   Follow Dr. Roberts Website-  https://www.paulcraigroberts.org/   Sponsors Vaulted/Precious Metals- https://vaulted.blbvux.net/coffeeandamike McAlvany Precious Metals- https://mcalvany.com/coffeeandamike/ Independence Ark Natural Farming- https://www.independenceark.com/

Brian Szytel from The Bahnsen Group's Newport Beach office recaps Tuesday's market rebound: Dow +370, S&P +0.7%, Nasdaq +1%+, with the 10-year Treasury at 4.03%. He discusses reports of possible tax relief in the State of the Union as potentially positive for productivity and growth, while noting broader political concerns around tariffs and government involvement in private companies. He reviews the finalized broad-based tariff rate of 10% (down from a floated 15%), calling it a meaningful reduction—about $140B less in tariff revenue—supportive of economic growth. Szytel addresses media attention on private credit, saying delinquencies are only modestly higher, spreads remain tight, and lending continues; gated redemptions in some funds reflect illiquid underlying assets, not distress, and cited loan sales were near par (99.70). Economic data was broadly positive: Case-Shiller 20-city home prices +1.4% YoY (0.5% seasonally adjusted), consumer confidence rose to 91.2 vs 88.6 expected, and wholesale inventories were in line at +0.2% for December. 00:00 Market Rebound Recap 00:30 Tax Relief Headlines 01:17 Tariff Rate Update 01:57 Private Credit Reality Check 03:38 Today's Economic Data 04:35 Wrap Up and Thanks Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

On Friday's Mark Levin Show, the Supreme Court majority issued a very messy and problematic decision on tariffs. The fact is the majority agreed on an outcome but not so much on the reasoning for the outcome. It struck tariffs under a single statute, yet created chaos or, actually, left it to the president to decide if and/or how to treat the revenue those tariffs already created for the federal Treasury. The question is not who has the power to tax per se, but a more complicated question about where the separation of powers is. The majority, apparently, chose to duck the question and stick with the indirect tax characterization and focus on a single statute, which is outrageous. Also, Tucker Carlson is an indecent grifter with inexplicable ties to Qatar and an attraction to the Third Reich. He is gravely damaging the Republican Party, the midterm elections, and the Trump administration. Later, Jon Levine of the Washington Free Beacon calls in to explain that NYC Mayor Mamdani is fulfilling his campaign promises by staffing his administration with individuals from radical Islamist and far-left progressive circles, united by a shared hatred of the West and Jews. Mamdani is also pressuring Governor Hochul to impose a wealth tax by threatening massive property tax increases on roughly 3 million homeowners—effectively holding the entire city hostage in a "look what you made me do" tactic. Learn more about your ad choices. Visit podcastchoices.com/adchoices