Podcasts about Treasury

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    Best podcasts about Treasury

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    Latest podcast episodes about Treasury

    The MeidasTouch Podcast
    Trump Faces Mounting Economic Pressure as Iran Crisis Deepens

    The MeidasTouch Podcast

    Play Episode Listen Later Sep 30, 2026 20:21


    MeidasTouch host Ben Meiselas reports on Donald Trump's increasingly desperate posts and bizarre behavior following his White House meeting with AI billionaires, as he claims things are looking great in the Strait of Hormuz while Treasury yields and mortgage rates surge. Meiselas also breaks down outrageous comments from JD Vance and footage of Russell Brand moderating an event with Dr. Oz as the administration's disconnect from Americans' struggles becomes impossible to ignore. 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

    The Peter Schiff Show Podcast
    Every Crisis I Warned About Is Converging... This Is the End Game

    The Peter Schiff Show Podcast

    Play Episode Listen Later Sep 30, 2026 55:49 Transcription Available


    Peter Schiff on record bond yields, a 12-year low in consumer confidence, the end of the 40-year refi era, and why gold is the last safe haven.

    The Jillian Michaels Show
    "Whoop" Bill Maher? Abdul El-Sayed Just Started a War He Can't Win

    The Jillian Michaels Show

    Play Episode Listen Later Sep 30, 2026 45:04 Transcription Available


    Trump took a beating from both parties for the Xi Jinping state dinner. Then Marco Rubio explained what happens if the Trump Xi meeting never takes place, and the answer should scare every American. The media banned from the dinner, the ballroom tour, and the GOP backlash got wall-to-wall coverage. The one thing that actually matters got zero. Meanwhile Bill Maher said something about Trump on Real Time that his own audience wasn't ready for, Abdul El-Sayed just made a bet that could end his Senate run before it starts, and two names surfaced behind the AI regulation push that explain why Washington suddenly wants to kill an industry. Jillian Michaels breaks it all down.IN THIS EPISODE:▶ Trump Xi Jinping Dinner: Rubio calls skipping this meeting "irresponsible." He's being polite. What he describes goes far beyond trade, and once you hear it the media circus over the ballroom looks a lot different.▶ White House Press Ban: CNN and Politico won their court case and still got stopped at the door. The same outlets screaming now stayed silent when another president tried it. Who, and when, is the part that ends the argument.▶ AI Regulation and Anthropic: Chamath Palihapitiya and Joe Lonsdale on a $10 trillion decision that picks which party runs the country for decades. Two billionaires paid for the AI panic. Wait until you hear what they actually own.▶ Bill Maher Gives Trump Credit: Maher broke from the left on live TV over crime. What he said, and what his own guest got wrong minutes later, tells you everything about where the media is headed.▶ Abdul El-Sayed vs Bill Maher: The Michigan Senate candidate wants to embarrass Maher on his own show. Jillian pulls his family's donor records and one Treasury designation that should have every Michigan voter asking questions.▶ AIPAC and Foreign Money: Jake from The Moderate Case reads James Fishback's donor list on air. Then Jillian ranks who's really buying Washington. AIPAC's spot on that list will make you rethink the entire debate.▶ Congo's Forgotten War: Millions dead and not one campus protest. A woman on the ground asks why. Jillian's answer comes from a refugee camp she slept in, and it names who's paying for the silence.

    Millionaire Mindcast
    Oil Drops, Yields Jump, Warsh Punishes The Economy, and The Housing Market Freeze | Money Moves

    Millionaire Mindcast

    Play Episode Listen Later Sep 30, 2026 52:58


    The recent Federal Reserve rate hike has sent shockwaves through the bond market, pushing the 10-year Treasury yield to highs not seen since 2007. This sudden rise in borrowing costs has priced many potential buyers out of the housing market while severely tightening the cost of capital for real estate investors and businesses.Despite these broader macroeconomic headwinds, the artificial intelligence and semiconductor sectors continue to experience massive rallies, effectively keeping the stock market afloat. We also explore the five sequential phases of a real estate market correction and why holding out for a total housing crash might leave prospective buyers waiting indefinitely.KEY TOPICS DISCUSSED01:04:32 The Federal Reserve interest rate policy mistake and its direct economic impacts01:17:49 Surging 10-year Treasury yields and extreme bond market volatility01:41:10 The five distinct phases of a real estate market correction using the Mueller model01:10:21 Artificial intelligence stock resilience and the ongoing semiconductor boom01:29:14 Geopolitical tensions impacting oil prices, bond yields, and core inflation data01:49:36 Q3 Bitcoin performance and the future of cryptocurrency regulation via the Clarity ActKEY TAKEAWAYSThe latest Federal Reserve rate hike has stifled the housing market and escalated the cost of capital without successfully slowing down the AI sector.The housing market is currently transitioning into a correction phase where transaction volume gridlocks and builders begin offering aggressive price concessions.AI and semiconductor equities are defying high borrowing costs because their potential return on investment far outweighs current interest rates.Relying solely on historical real estate gains is risky; diversifying across asset classes provides critical downside protection during economic shifts.Geopolitical conflicts are artificially inflating oil prices and bond yields, meaning a resolution could trigger a rapid drop in rates and a subsequent market rally.CONNECT & TAKE ACTIONExplore luxury living and investment opportunities at Skyline OC by visiting skylineocresidences.comText "X-RAY" to 844-777-1434 for a complimentary investment portfolio review to check fees and restructure your strategy.Text "INCOME" to 844-777-1434 to receive the full investor presentation for the Imagos Income Fund and generate consistent monthly passive income.

    The Economist Morning Briefing
    Treasury yields hit 24-year high; AI bosses meet Trump, and more

    The Economist Morning Briefing

    Play Episode Listen Later Sep 30, 2026 3:57


    The yield on American 30-year Treasuries rose to 5.6%—its highest in almost a quarter of a century. Hosted on Acast. See acast.com/privacy for more information.

    Grain Markets and Other Stuff
    "Wars are Expensive" - Rising Interest Rates Squeeze Farm Margins

    Grain Markets and Other Stuff

    Play Episode Listen Later Sep 30, 2026 14:04 Transcription Available


    Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links —Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.

    FT News Briefing
    Trump shrugs off AI regulation

    FT News Briefing

    Play Episode Listen Later Sep 30, 2026 13:27


    UK businesses react to Prime Minister Andy Burnham's speech to the Labour conference, US and French bonds are in hot water, and could an American ban on diesel exports backfire? Plus, US President Donald Trump has dismissed calls for stricter AI regulation, in a show of dominance over tech executives who he summoned to the White House.Mentioned in this podcast:UK bosses left in dark by Burnham and Healey's emphasis on ‘cost of business'Donald Trump held crunch talks on diesel exportUS 30-year Treasury yield hits highest since 2002Vanguard warns France is ‘long-term degrading credit' as yields riseDonald Trump says US tech bosses agreed to ‘self-regulation' of AI risksAnthropic warns of ‘existential risks to humanity' in IPO prospectusOpenAI axes next model citing safety issuesCredit: CNBCWant to get in touch? Email us at podcasts@ft.comNote: The FT does not use generative AI to voice its podcastsThe FT News Briefing is produced by Sonja Hutson, Saffeya Ahmed, and Josh Gabert-Doyon. Our editor is Marc Filippino. Our show is mixed by Sam Giovinco and Kelly Garry. Additional help from Gavin Kallmann, Michael Lello, Peter Barber and David da Silva. Our executive producer is Topher Forhecz. Flo Phillips is the FT's global head of audio. The show's theme music is by Metaphor Music.Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

    Duncan Garner - Editor-In-Chief
    The Left Are Fighting Over The Finance Minister Role & Treasury Budget

    Duncan Garner - Editor-In-Chief

    Play Episode Listen Later Sep 30, 2026 12:02


    It is only day three of the election campaign, and the left is already fighting over the Treasury keys. Chlöe Swarbrick wants the finance portfolio, Chris Hipkins says Barbara Edmonds gets it bottom line, and Labour is talking up a mini budget to cover its promises. We break down the massive numbers, the pay equity demands, and why the arithmetic simply does not add up. Learn more about your ad choices. Visit megaphone.fm/adchoices

    Impact Theory with Tom Bilyeu
    Why 3 Private Companies Are Worth 45 Years of Public Tech — And You're Locked Out

    Impact Theory with Tom Bilyeu

    Play Episode Listen Later Sep 29, 2026 44:12


    For 26 weeks straight the US has quietly drained its emergency oil reserve to the lowest level since 1982 — and Felix Prehn says that's just one of three things that broke this month. Tom Bilyeu and Felix break down the manufactured calm, the Treasury buying its own debt, and why 3 private companies now outweigh 45 years of public tech listings. Here's what the skilled money is actually doing.Tailor Brands: Check out Tailor Brands to get started with your business today: https://bit.ly/TailorBrandsSeptQuince: Free shipping and 365-day returns at https://quince.com/impactpodElevenLabs: Book your demo at https://elevenlabs.io/impactpodCash App: Download Cash App Today: https://capl.onelink.me/vFut/v6nymgjl #CashAppPod*Cash App is a financial services platform, not a bank. Banking services provided by Cash App's bank partner(s). Prepaid debit cards issued by Sutton Bank, Member FDIC. Cash App Visa® Debit Flex Cards issued by Sutton Bank, Member FDIC, and The Bancorp Bank, N.A., pursuant to a license from Visa U.S.A. Inc. See terms and conditions for the Sutton prepaid card, Sutton debit flex card, and Bancorp debit flex card. Cash App Green features, Savings, Direct deposit, Round ups, Overdraft coverage and Discounts provided by Cash App, a Block, Inc. brand. Visit cash.app/legal/podcast for full disclosure.Pipedrive: Get more leads and grow your business. Go to https://www.pipedrive.com/impact and get started with a 30-day free trial.Surfshark: Go to https://surfshark.com/TOMB or use code TOMB at checkout to get 4 extra months of Surfshark! Incogni: Take your personal data back with Incogni! Use code IMPACT at the link below and get 60% off an annual plan: https://incogni.com/impact What's up, everybody? It's Tom Bilyeu here:Want my help starting a business? Join me here inside Zero To FounderSign up for my AI Masterclass: AI MasterclassFollow Me:Instagram: https://www.instagram.com/tombilyeu/Tik Tok: https://www.tiktok.com/@tombilyeu?lang=enTwitter: https://twitter.com/tombilyeuYouTube: https://www.youtube.com/@TomBilyeuSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

    The Compound Show with Downtown Josh Brown
    Bad feeling, weak internals, confidence collapse, Nvidia breaking out | WAYT?

    The Compound Show with Downtown Josh Brown

    Play Episode Listen Later Sep 29, 2026 74:59


    On this episode of What Are Your Thoughts, Downtown Josh Brown and Chart Kid Matt discuss Nvidia breaking out and its massive new buyback plan, rising Treasury yields and the bond market's demand problem, how the AI spending boom is reshaping both stocks and corporate credit, and whether weakening market breadth is finally flashing a warning sign. This episode is sponsored by Betterment. Get started at https://www.betterment.com/advisors Please take our 2026 audience survey ⁠HERE⁠. Sign up for ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Compound Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and never miss out! Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://instagram.com/thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://twitter.com/thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/company/the-compound-media/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ TikTok: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.tiktok.com/@thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ritholtz Wealth Management⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/advertising-disclaimers⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/podcast-youtube-disclosures/⁠⁠⁠⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

    InvestTalk
    Bond Market Flips to 'Higher for Longer' — What That Means for Every Asset Class

    InvestTalk

    Play Episode Listen Later Sep 29, 2026 45:37


    The bond market is repricing rapidly, with the 30-year Treasury yield topping 5.5% as investors abandon hopes of near-term rate cuts. This shift to a 'higher for longer' regime has massive implications for stocks, real estate, and retirement portfolios.Today's Stocks & Topics: Comcast Corporation (CMCSA), Market Wrap, Franklin FTSE Brazil ETF (FLBR), Wall Street Analysts, Fidelity Real Estate Income Fund (FRIFX), Bond Market Flips to 'Higher for Longer' — What That Means for Every Asset Class, iShares 0-3 Month Treasury Bond ETF (SGOV), iShares Ultra Short Duration Bond Active ETF (ICSH), Stock Market vs. Owning Rental Properties, Planet Fitness, Inc. (PLNT), Honeywell International Inc. (HON).Our Sponsors:* Check out Anthropic and use my code claud.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.com* Check out Scribe and use my code scribe.how/invest for a great deal: https://scribe.comAdvertising Inquiries: https://redcircle.com/brands

    The Dividend Cafe
    Tuesday - September 29, 2026

    The Dividend Cafe

    Play Episode Listen Later Sep 29, 2026 8:59


    Brian Szytel reviews modest market declines (Dow -131, S&P -0.15%, Nasdaq -0.10%) with major indexes still up YTD, and focuses on the bond selloff pushing the 10-year yield to about 5.24% amid speculation about 6%. He argues higher yields reflect both higher nominal growth near 6% and a Fed intent on reducing its balance sheet, with limited ability for Treasury financing tactics to meaningfully lower yields. He notes consumer confidence missed (81 vs. 89), JOLTS openings dipped slightly (7.1M vs. 7.2M), and Case-Shiller home prices rose 0.3% monthly but lag inflation amid high mortgage rates and weak price discovery. He answers why rates rise despite higher oil: the Fed targets elevated PCE/core inflation by tightening to cool broad-based price pressures. 00:00 Market Close Recap 00:29 Why Yields Are Rising 02:17 Fed Put and Bond Vigilantes 03:16 Where Rates May Settle 03:37 Today's Economic Data 04:33 Housing Market Reality Check 05:21 Why Hike With High Oil 07:04 Wrap Up and Thanks Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

    The Ricochet Audio Network Superfeed
    Erick Erickson Show: S15 EP174: Hour 2 – Pentagon and FBI Data Breaches Rattle Washington

    The Ricochet Audio Network Superfeed

    Play Episode Listen Later Sep 29, 2026 36:49


    Erick breaks down the Pentagon data breach that exposed nearly 3 million people and the FBI job site hack, asking whether Iran is probing American defenses while Pete Hegseth's future gets shakier heading into the midterms. He also warns that the 10-year Treasury yield at 5.29 percent is squeezing mortgages and credit cards, holds up […]

    The Wolf Of All Streets
    Bitcoin DOUBLED The Last Time Rates Got This High | Mark Yusko

    The Wolf Of All Streets

    Play Episode Listen Later Sep 29, 2026 64:21


    Bitcoin faces another macro test as analysts warn the 10-year Treasury yield could reach 6%, although rising debt concerns could strengthen Bitcoin's long-term case. We also cover Goldman bringing its $100B Treasury fund into crypto infrastructure, the debate over Tether's role in Iran, Anthropic's IPO disclosures around AI risks, and Coinbase completing its regulated U.S. derivatives stack. Learn more about your ad choices. Visit megaphone.fm/adchoices

    Daily Crypto News
    Sept 29: Bitcoin Holds $84K Despite $107 Oil

    Daily Crypto News

    Play Episode Listen Later Sep 29, 2026 12:55


    Bitcoin is holding around $84,000 despite Brent crude trading around $106 to $107, Treasury yields above 5% across much of the curve and significant market expectations for another Fed rate hike. Strategy added another 1,665 Bitcoin for roughly $143 million while repurchasing about $152 million of STRC preferred shares, and Tom Lee's BitMine has now accumulated more than 6 million ETH. A Senate investigation also found heavy USDT usage among hundreds of sanctioned Iran-linked wallets, while Tether says it has helped freeze roughly $550 million in Iran-linked USDT this year.The Bitget hack is also raising a larger philosophical question after attackers attempted to move more than $50 million through NEAR Intents, which intervened despite describing its service as permissionless and uncensorable. Meanwhile, Anthropic's potential IPO is already being traded through synthetic crypto perpetuals before the company actually goes public, and its enormous infrastructure commitments highlight another Bitcoin headwind: AI companies are becoming major borrowers in an already crowded bond market. Vitalik Buterin is also outlining a dramatically different Ethereum architecture for 2030 built around cryptographic proofs, formal verification and quantum-resistant technology.Happy HODLing Hosted on Acast. See acast.com/privacy for more information.

    Mottek On Money with Frank Mottek
    Stocks slide with Iran, AI and benchmark Treasury yields in focus

    Mottek On Money with Frank Mottek

    Play Episode Listen Later Sep 29, 2026 39:24 Transcription Available


    Guests: Gabriel Wisdom, Hal Kempfer and Herb MorganSee omnystudio.com/listener for privacy information.

    Bloomberg Daybreak: US Edition
    US-Iran Stalemate; Trump Weighs In On UK Terror Plot

    Bloomberg Daybreak: US Edition

    Play Episode Listen Later Sep 29, 2026 17:27 Transcription Available


    Today's top stories, with context, in just 15 minutes. On today's podcast: 1) Iranian officials have privately expressed pessimism about reaching a deal to end hostilities with Washington and reopen the Strait of Hormuz before US midterm elections in November, according to people familiar with the matter. Iran and the US made little progress during talks in New York on the sidelines of the United Nations General Assembly last week and the Islamic Republic believes there’s a high chance of the conflict escalating after the Nov. 3 vote, according to the people, some of whom were briefed by Iranian officials. They asked not to be named discussing sensitive matters. 2) President Donald Trump criticized the release on bail of five men held over an alleged terror plot against a Royal Air Force base used by the US for strikes against Iran, as British police continue to investigate foreign links to the incident. “I’m surprised that they released them, I wouldn’t have done that,” Trump told reporters on Monday.The decision to release the suspects sowed confusion about an incident that authorities had only a day earlier described as a serious attempted attack disrupted at a late stage. 3) The US Treasury Department took a big step toward curbing a Wall Street boom in investment strategies that help cut tax bills, with a notice signaling potential action on an array of tactics and a ruling that will limit the benefits of a popular ETF maneuver. The notice detailed a list of tax trades similar to those deemed “potentially abusive” and “too good to be true” by Treasury officials at an industry seminar in July. These include hedge-fund strategies that use swaps and currency derivatives to generate ordinary losses that can offset income tax — transactions which are at the heart of products such as AQR Capital Management’s Delphi Plus fund.See omnystudio.com/listener for privacy information.

    The Jon Sanchez Show
    If 7% Mortgages Are The New Normal, What Happens To American Housing?

    The Jon Sanchez Show

    Play Episode Listen Later Sep 29, 2026 33:49


    For the last several years, we've been asking the same question:When are mortgage rates coming back down?Well, today I want to stop asking that question.Because right now we're looking at mortgage rates above 7%.The 10-year Treasury has moved above 5%.And today the 30-year Treasury reached a level we haven't seen since 2002. ReutersSo here's my question:What if rates DON'T come back down anytime soon?I'm not predicting that.Nobody sitting at this table knows where rates will be two years from now.But let's conduct an experiment.Let's assume 6%, 7%, maybe occasionally 8% mortgages remain part of American life.Then we have a problem.Because we can't keep solving a 2026 affordability problem by waiting for 2021 to come back.Something has to change.Maybe home prices change.Maybe the houses themselves change.Maybe we build them smaller.Maybe we finance them differently.Maybe sellers have to change their expectations.Maybe builders change what they build.Maybe buyers change what they expect their first home to look like.Maybe families start living together differently.Or maybe...ALL OF IT changes.So today Cory, Dwight and I aren't predicting mortgage rates.We're asking something I think is much more interesting:How does American housing have to change if rates stay right where they are?

    Bloomberg Daybreak: Asia Edition
    Bond Selloff Saps Risk Appetite

    Bloomberg Daybreak: Asia Edition

    Play Episode Listen Later Sep 29, 2026 16:40 Transcription Available


    Business and finance news from the Asia-Pacific. Bond investors got a respite in Asian trading from a bruising selloff after surging oil prices and mounting bets on further Federal Reserve interest-rate hikes drove Treasury yields to multi-year highs. Asian stocks fell. The US 10-year yield held at 5.23% after climbing as much as 11 basis points Monday to the highest since 2007. Two- and 30-year yields were steady as traders braced for the Fed to keep tightening policy to rein in inflation. We speak to Paul Dobson, Bloomberg's Executive Editor for Asia Markets. And - Climbing oil prices, stronger US business activity and concerns over elevated government debt have fueled the biggest Treasury selloff since President Donald Trump's April 2025 tariff rollout. Bloomberg TV host Shery Ahn spoke to Capital.com Senior Market Analyst Kyle Rodda.See omnystudio.com/listener for privacy information.

    The Mike Hosking Breakfast
    Kelvin Davidson: Cotality Chief Property Economist on Treasury slashing the house price growth forecast

    The Mike Hosking Breakfast

    Play Episode Listen Later Sep 29, 2026 3:15 Transcription Available


    Housing is set to be a buyer's market for a while longer. The Pre-Election Economic and Fiscal Update shows housing price growth will peak at 3% by March 2028, down slightly from 3.2% in the budget update. Cotality Chief Property Economist Kelvin Davidson told Mike Hosking the further out you go, the more uncertainty there is, but there's potentially a general change underway in the market at the moment, and so growth may look lower in the future. He says there's a variety of reasons why this could play out —including higher supply, debt to income ratio changes and lower interest rates— and it's not so good for homeowners. LISTEN ABOVE See omnystudio.com/listener for privacy information.

    The Mike Hosking Breakfast
    Nicola Willis: Finance Minister on the Pre-Election Economic and Fiscal Update showing a stronger outlook, larger surplus

    The Mike Hosking Breakfast

    Play Episode Listen Later Sep 29, 2026 9:11 Transcription Available


    The Finance Minister has her eye firmly on returning to surplus after a pre-election look into the books. Treasury forecasts predict the next two years' deficits will be much smaller, and the 2028/29 surplus nearly $2 billion larger than expected. But much of that improvement is down to income-tax bracket creep, and more revenue from GST and company tax. Nicola Willis told Mike Hosking it would be irresponsible to be talking about how they'll spend a surplus on things like tackling the tax bracket creep before it's arrived. She says circumstances could change, not because they won't remain focused, but because the world is volatile and forecasts could shift. LISTEN ABOVE See omnystudio.com/listener for privacy information.

    The Mike Hosking Breakfast
    Chris Hipkins: Labour Leader on their policy costings in the wake of PREFU, Adrian Rurawhe's death

    The Mike Hosking Breakfast

    Play Episode Listen Later Sep 29, 2026 10:36 Transcription Available


    Labour's leader is confident their numbers add up when it comes to paying for their policies – including reversing pay equity changes. The Government's books were opened yesterday in Treasury's Pre-Election Economic and Fiscal Update. It revealed the planned 2028/29 surplus will be nearly $2 billion bigger than forecast, and the Crown will borrow less. Treasury thinks unemployment's peaked, and inflation's predicted to be back where it should be next year. Chris Hipkins told Mike Hosking they'll show there's room for pay equity in their fiscal plan, but won't have a specific line item on it. He says you don't tell the other side what's in the envelope when you're going through a bargaining process, and that's never been done with pay equity. Hipkins is also still coming to terms with the news that former Speaker and Labour MP Adrian Rurawhe has died. Rurawhe was MP for Te Tai Hauāuru from 2014 to 2023, was the Speaker in the last Labour Government's second term, and was a Labour list MP from 2023 until early this year. The 65-year-old will lie in state at Whangaehu Marae, south of Whanganui, until his burial at Ngā Puketuurua Ratana Pa. The Labour Leader told Hosking Rurawhe was well-respected across Parliament and did a great job as Speaker, and his death will come as a shock to everyone. LISTEN ABOVE See omnystudio.com/listener for privacy information.

    INSIDE FINANCE
    Rassegna Stampa Economica del 29 Settembre. A cura di Giuliano Casale.

    INSIDE FINANCE

    Play Episode Listen Later Sep 29, 2026 3:54


    Rassegna stampa economico-finanziaria del 29 Settembre 2026, strutturata per macro-temi e basata sulle principali testate giornalistiche nazionali.Mercati, petrolio e tassi: torna centrale la selettivitàTestate: Il Sole 24 OrePetrolio e tassi tornano contemporaneamente al centro dell'attenzione dei mercati. Il greggio recupera terreno, mentre aumentano sensibilmente i rendimenti dei titoli di Stato.I Treasury americani a dieci anni superano il 5%, mentre i rendimenti del Regno Unito si collocano ancora più in alto. Italia e Francia si muovono invece nell'area del 4,5%.Il nuovo scenario non rappresenta necessariamente una cattiva notizia per gli investitori. Dopo anni caratterizzati da rendimenti estremamente bassi, l'obbligazionario torna infatti a offrire cedole interessanti.Diventa però fondamentale costruire le scadenze con gradualità, evitando di concentrare l'intero portafoglio su una sola durata.La parola chiave diventa quindi selettività: distinguere tra aziende solide e indebitate, Paesi credibili e più fragili, investimenti capaci di generare crescita e semplice spesa.Energia e competitività europeaTestate: Il Sole 24 OreSul mercato energetico emerge un forte differenziale tra il Brent europeo e il WTI americano, superiore ai 13 dollari al barile.Il dato mette nuovamente in evidenza una debolezza strutturale dell'Europa: un costo dell'energia superiore rispetto ai principali concorrenti internazionali finisce inevitabilmente per incidere sulla competitività delle imprese.Italia e Repubblica Ceca hanno avanzato sei proposte per modificare il sistema europeo delle emissioni, con l'obiettivo di ridurre almeno parzialmente i costi sostenuti dalle aziende.Per la manifattura italiana, una riduzione strutturale della bolletta energetica potrebbe rappresentare una leva di competitività più efficace rispetto a molti incentivi temporanei.Crescita italiana e conti pubbliciTestate: Il Sole 24 Ore / Corriere della Sera / MFSul fronte macroeconomico arrivano alcuni segnali incoraggianti. Fitch ha alzato all'1% la previsione di crescita del PIL italiano.Non si tratta di una crescita particolarmente elevata, ma il dato assume maggiore rilevanza in uno scenario caratterizzato da tassi ancora alti e debolezza della domanda internazionale.Il quadro dei conti pubblici appare inoltre compatibile con l'obiettivo di mantenere il deficit 2026 sotto il 3% del PIL.Con rendimenti dei titoli di Stato elevati, la credibilità fiscale diventa ancora più importante: un deterioramento dei conti pubblici può infatti tradursi rapidamente in un aumento del costo di finanziamento del debito.Rimane però una debolezza strutturale. L'industria italiana continua a investire, ma fatica ancora a trasformare pienamente gli investimenti in maggiore produttività e competitività.Export e manifattura: la difesa delle imprese italianeTestate: MFL'export continua a rappresentare una delle principali difese della manifattura italiana.Le imprese maggiormente presenti sui mercati internazionali mostrano generalmente una capacità superiore di reagire alla debolezza della domanda interna.L'internazionalizzazione si conferma quindi una leva strategica non soltanto per aumentare il fatturato, ma anche per diversificare il rischio e aumentare la resilienza delle imprese italiane.Data center e infrastrutture: una nuova filiera industriale per l'ItaliaTestate: la RepubblicaUna delle opportunità più interessanti riguarda lo sviluppo dei data center.In Italia si parla di investimenti potenziali per circa 25 miliardi di euro, una cifra capace di generare effetti che vanno ben oltre il settore tecnologico.Reti digitali, disponibilità energetica, infrastrutture e intelligenza artificiale potrebbero infatti convergere nella creazione di una nuova filiera industriale nazionale.La crescita dell'AI diventa quindi anche una questione infrastrutturale: la capacità di attrarre investimenti dipenderà sempre di più dalla disponibilità di energia, connettività e infrastrutture digitali adeguate.Intelligenza artificiale: dalla narrazione alla produttivitàTestate: Corriere della Sera / Il Sole 24 OreL'intelligenza artificiale entra sempre più direttamente nelle valutazioni economiche sulla produttività.Secondo il Corriere della Sera, l'effetto della tecnologia potrebbe valere circa quattro decimi di punto di produttività. Un impatto apparentemente contenuto, ma significativo se applicato all'intera economia.Nel frattempo Nvidia continua a mostrare una straordinaria capacità finanziaria: Il Sole 24 Ore segnala un nuovo programma di riacquisto di azioni per 150 miliardi di dollari.Meta prepara invece la vendita di strumenti di intelligenza artificiale direttamente alle imprese.L'AI sta quindi progressivamente uscendo dalla fase della semplice narrazione tecnologica per entrare nei bilanci, nei processi aziendali e nella produttività.La vera discriminante sarà capire quali società riusciranno a trasformare gli enormi investimenti attuali in utili sostenibili nel lungo periodo.USA-Cina: diminuisce la pressione sui daziTestate: principali testate economicheSul fronte internazionale arriva un segnale distensivo nei rapporti commerciali tra Stati Uniti e Cina.Washington e Pechino hanno concordato una riduzione dei dazi su beni per circa 60 miliardi di dollari.L'accordo non mette fine alla competizione strategica tra le due potenze, che rimane particolarmente intensa sui semiconduttori e sulle tecnologie avanzate.La riduzione delle barriere commerciali diminuisce però almeno una parte dell'incertezza che grava sul commercio mondiale, rappresentando un segnale positivo soprattutto per le imprese esportatrici.Finanza ed economia reale: CDP, housing e minibondTestate: principali testate economico-finanziarieIl sistema finanziario italiano continua a mobilitare capitali destinati direttamente all'economia reale.CDP ha mobilitato circa 20 miliardi di euro nel primo semestre, mentre Intesa Sanpaolo e BEI mettono in campo 300 milioni di euro destinati all'housing sociale e alle abitazioni accessibili.Interessante anche l'operazione realizzata dal Cotonificio Albini: un minibond da 5 milioni di euro con durata di sei anni, inserito nel programma promosso da CDP, Mediocredito Centrale e Sella.Le risorse saranno utilizzate per ammodernare gli stabilimenti, aumentare l'efficienza e sviluppare prodotti a maggiore valore aggiunto.È un esempio concreto di finanza che non rimane confinata ai mercati, ma viene indirizzata verso investimenti produttivi e crescita dell'economia reale.Executive Takeaways • I rendimenti elevati riportano l'obbligazionario al centroCon i Treasury decennali sopra il 5% e Italia e Francia nell'area del 4,5%, l'aumento dei tassi non rappresenta soltanto un rischio. Dopo anni di rendimenti compressi, le obbligazioni tornano a offrire opportunità di reddito, ma richiedono maggiore attenzione nella gestione delle scadenze.• Energia e competitività restano strettamente collegateIl differenziale di oltre 13 dollari tra Brent e WTI evidenzia ancora una volta lo svantaggio energetico europeo. Per la manifattura italiana, ridurre strutturalmente il costo dell'energia può diventare una delle principali leve di competitività.• L'Italia cresce più delle attese, ma deve aumentare la produttivitàFitch porta all'1% la previsione di crescita del PIL italiano e il deficit appare compatibile con l'obiettivo di restare sotto il 3%. Il problema strutturale rimane trasformare gli investimenti delle imprese in maggiore produttività e crescita.• L'intelligenza artificiale entra nell'economia realeData center per 25 miliardi di investimenti potenziali, effetti sulla produttività, strumenti AI venduti direttamente alle imprese e grandi investimenti delle Big Tech mostrano il passaggio dell'intelligenza artificiale dalla narrazione alla concreta trasformazione dei processi economici.• La selettività diventa la vera strategiaTassi elevati, AI, crescita italiana e minori tensioni commerciali creano contemporaneamente rischi e opportunità. In questa fase diventa fondamentale distinguere tra investimenti capaci di produrre reddito, innovazione e crescita e quelli sostenuti prevalentemente dalle aspettative.

    The Front Page
    Is our economy getting better, or is it just 'less bad' than we thought?

    The Front Page

    Play Episode Listen Later Sep 29, 2026 19:21 Transcription Available


    The Government’s opened its books and it’s showing a return to surplus is well on track. The Pre-election Economic and Fiscal Update shows a stronger and slightly faster surplus than predicted... with the books expected to get out of the red by 2028/29. Treasury also predicts unemployment has already peaked - and will track down. But, it’s not all sunshine and rainbows. Predictions of house price growth have been slashed, and there are some choice words about how costly our super is. Today on The Front Page, NZ Herald business editor at large, Liam Dann is with us to break it all down. Follow The Front Page on iHeartRadio, Apple Podcasts, Spotify or wherever you get your podcasts. You can read more about this and other stories in the New Zealand Herald, online at nzherald.co.nz, or tune in to news bulletins across the NZME network. Host: Chelsea DanielsEditor/Producer: Richard MartinProducer: Jane YeeSee omnystudio.com/listener for privacy information.

    5 in 5 with ANZ
    Wednesday: RBA hikes, another on the cards

    5 in 5 with ANZ

    Play Episode Listen Later Sep 29, 2026 9:48


    The Reserve Bank of Australia hikes, with another one expected as high fuel prices feed into inflation, but the Aussie dollar falls to a two-month low. And New Zealand's Treasury lowers its bond auction plans. In our deep-dive interview, ANZ Head of Australian Economics Adam Boyton explains why the RBA may hike again. Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/

    Late Confirmation by CoinDesk
    Goldman Sachs Brings $100B Treasury Fund to Crypto's Institutional Rails

    Late Confirmation by CoinDesk

    Play Episode Listen Later Sep 28, 2026 28:39


    On this episode of CoinDesk's Public Keys from the New York Stock Exchange, host Jennifer Sanasie is joined by Lynq CEO Jerald David to break the news that Goldman Sachs' FTIXX treasury fund, which manages roughly $100 billion in assets, is now available on the Lynq network. And, Twenty One Capital CEO Raphael Zagury discusses his plan to build a Bitcoin operating company around one of the largest Bitcoin treasuries in public markets. Plus, Bastion co-founder and CEO Nassim Eddequiouaq explains what the company's new conditional national trust bank charter from the OCC means for its full stablecoin stack of custody, issuance, and payments, and unpacks Bastion's partnership with Sony Bank. - Learn more at bullish.com. - To get market-moving news delivered daily, download CoinDesk's mobile app: linktr.ee/coindeskapp. - Chapters/Timecodes: 00:00 Welcome to Public Keys 00:26 Goldman Sachs' $100B Treasury Fund Comes to Lynq 00:49 Lynq CEO Jerald David Joins 01:23 Why FTIXX Isn't a Tokenized Fund 02:29 Inside the Goldman Sachs Deal 03:34 The Firms Behind Lynq: B2C2, Wintermute, Galaxy, FalconX 05:02 Building for TradFi After Regulatory Clarity 06:10 Why Lynq Chose Avalanche 07:01 The Case for Programmable Privacy 09:01 XXI's New CEO Raphael Zagury Joins 09:38 The Five Pillars and 43,500 Bitcoin 10:53 M&A and the Berkshire Hathaway Model 13:07 Lending Against Bitcoin 14:05 How Zagury Found Bitcoin in 2015 16:33 Where Institutions Stand on Bitcoin Adoption 19:12 Bastion Wins Conditional OCC Trust Bank Charter 19:38 Bastion CEO Nassim Eddequiouaq Joins 20:35 Fintech vs. Federally Regulated Bank 23:53 Inside the Sony Bank Partnership 25:11 Staying Competitive After the Genius Act 26:41 Do We Need All These Stablecoins?

    On The Tape
    U.S. Bonds Are Trading Like an Emerging Market with Liz Thomas

    On The Tape

    Play Episode Listen Later Sep 28, 2026 24:57


    Learn more about Astraeus Wealth Management: http://astraeuswealth.com/partner-with-us Guy Adami and Liz Thomas discuss historic moves in U.S. Treasuries, with yields jumping 20 bps in two days, the 5-year above 5%, and the average Treasury yield above 5%, signaling a new inflationary regime and forcing investors to rethink allocations. Despite higher discount rates, stocks have held up due to a rotation back into mega-cap tech and AI-driven CapEx supporting GDP expectations, even as the bond market “story” looks ominous. Thomas outlines a “balance by extremes” approach—overweight AI/tech while holding 10-year Treasuries, gold, and commodities—and warns a prolonged war and $90+ oil could push the Fed into hikes that risk recession. They debate gold's outlook amid technical pressure and reduced central-bank buying, and review banks rolling over as a flatter curve squeezes net interest margins and weaker deal-flow expectations pressure investment banks. They also flag midterm-election volatility, with healthcare favored, and note Tony Robbins appeared on “The Important Part.” —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media The financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose. Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.

    Yaron Brook Show
    Live from Madrid (Sept 28, 2026) | Yaron Brook Show

    Yaron Brook Show

    Play Episode Listen Later Sep 28, 2026 110:45 Transcription Available


    Live from Madrid (Sept 28, 2026) | Yaron Brook Show(Season 12, Episode 155)Watch now: https://youtube.com/live/sLrPRT7SZaAIf markets are pricing in "no adults in the room" on U.S. debt, mortgage rates are back above 7%, and Iran just got its president a seat at the UN mid-war — does anyone in Washington actually have a plan, or is everyone just improvising in public?Yaron Brook finally makes it to a webcam after a week bouncing between Tbilisi, Florence, and Madrid — and he's not easing back in gently. He opens with the story most people are ignoring: 10-year Treasury yields above 5.2%, 30-year above 5.5%, mortgages back over 7%, and a bond market that's stopped pretending anyone in Washington has a debt plan. Then he tears into Iran's latest fake offer to reopen the Strait of Hormuz, calls out Trump's red-carpet groveling to Xi, and makes the case that NVIDIA and a scrappy biotech startup — not government regulation — are the real answer to AI risk. Starship reached orbit. A Hamas operative got asylum in the UK. And somehow Netanyahu, for all his faults, still looks like the last adult in a room full of European politicians who'd rather cave than govern.Then the audience takes over: CPAs, career advice, zoning fights in your own backyard, whether men are really being "feminized," and why one European capital's mayor just switched parties. Unfiltered capitalism, individualism, and foreign policy — live, from a hotel room in Spain.Main Topics:00:00 — Live from Madrid: why there was no show for a week (Tbilisi, Florence, and Georgian hospitality)09:11 — The real story: 10-year yields above 5.2%, mortgages over 7%, and no adults in the room on U.S. debt14:55 — Why "deregulation + AI will save us" is a bipartisan fantasy36:12 — Iran's fake Hormuz reopening offer — and why oil above $100 tells the real story41:01 — A Hamas bodyguard was granted UK asylum, and Britain barely blinked58:36 — NVIDIA's OpenShell/Sentry and Red Queen Bio: AI is the answer to AI risk — and Starship reaches orbit1:44:16 — Why Netanyahu, for all his flaws, is still a giant next to Europe's leadersAudience Questions:1:07:24 — "How do I actually vet and trust a CPA before handing them my finances?"1:18:18 — Should your neighbor get to tear down a house and build multi-family housing next door?1:40:23 — Poland's mayor just became a Democrat — good sign or empty gesture?1:42:07 — Are men really being "feminized" in modern society — or is that the wrong word entirely?1:46:34 — Will Europe's tariff wars hand the next elections to the left?#InterestRates #IranNuclear #AIRegulation #Netanyahu #SpaceX #FreeSpeech #FirstAmendment #MarkZuckerberg #TrumpNews #FreeMarkets #Capitalism #Objectivism #AynRand #Anarchism #EconomicsExplainedLike this episode?Subscribe, share it with friends, and become a Patreon supporter to access monthly AMAs, exclusive content, and commercial-free audio.The Yaron Brook Show is Sponsored by[The Ayn Rand Institute](https://www.aynrand.org/starthere)[Energy Talking Points, featuring AlexAI, by Alex Epstein](https://alexepstein.substack.com/)[Express VPN](https://www.expressvpn.com/yaron)[Hendershott Wealth Management](https://www.youtube.com/watch?v=X4lfC...) &(https://hendershottwealth.com/ybs/)[Michael Williams & The Defenders of Capitalism Project](https://www.DefendersOfCapitalism.com)[Support the Show]( / yaronbrookshow )[Sponsor the Show](askyaron@yaronbrookshow.com/)[One-time donation](https://bit.ly/2RZOyJJ)Join the [Yaron Brook Show YouTube channel]( / @yaronbrook )Like what you hear? Like, share, and subscribe to stay updated on new videos and help promote the [Yaron Brook Show](https://bit.ly/3ztPxTx)Continue the discussion by following Yaron on [Twitter](https://bit.ly/3iMGl6z) and [Facebook](https://bit.ly/3vvWDDC )Want to learn more about Ayn Rand and Objectivism?

    Squawk on the Street
    9AM HOUR: Nvidia Adds $150B to Stock Buyback; Oil Prices and Yields Surge; MongoDB CEO Leaves for Meta 9/28/26

    Squawk on the Street

    Play Episode Listen Later Sep 28, 2026 42:39


    Carl Quintanilla and Jim Cramer led off the show with a double dose of news from Nvidia: The company said it is adding a record-setting $150 billion to its share repurchase program. The tech giant also unveiled a software platform to prevent AI agents from misbehaving. Hear what Nvidia CEO Jensen Huang told CNBC about the "Open Agent Safety Platform." The anchors discussed stocks under pressure as Treasury yields and oil prices jumped — after President Trump rejected Iran's proposal to reopen the Strait of Hormuz. Shares of MongoDB tumbled after the company announced its CEO C.J. Desai is departing to take a senior position at Meta. Also in focus: Meta's "Muse" rally cools; Walmart's AI message; SpaceX launches its Starship rocket into orbit; Cramer highlights a group of stocks that has more than doubled year-to-date; Anthropic CEO Dario Amodei gets spoofed on NBC's "Saturday Night Live." Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    The Wolf Of All Streets
    Bitcoin Falls To $82K After ETFs Just Bought $2.4 BILLION

    The Wolf Of All Streets

    Play Episode Listen Later Sep 28, 2026 63:16


    Bitcoin falls back toward $83K despite a massive $2.4B week for ETF inflows, as oil spikes above $100 and the 10-year Treasury yield surges to 5.2%. We also cover Trump considering a diesel export ban, California cracking down on political memecoins, and Bitget recovering from a $352M hack. Learn more about your ad choices. Visit megaphone.fm/adchoices

    The Investor Professor Podcast
    Ep. 197 - Price of Money

    The Investor Professor Podcast

    Play Episode Listen Later Sep 28, 2026 21:17


    Interest rates are back in focus as the Fed raises rates, the 10-year Treasury pushes above 5%, and mortgage rates climb above 7%. We break down what higher-for-longer rates could mean for housing, consumer spending, inflation, and your investment portfolio—and why companies with strong growth, pricing power, solid cash flow, and less dependence on debt may be increasingly important in this environment. We also look at why Home Depot has caught our attention as housing affordability and the real estate market continue to adjust.Then we turn to the growth stories: SpaceX reaches another major Starship milestone, Nvidia announces a massive expansion of its stock-buyback program, and we look at two higher-risk names worth putting on the radar—Joby Aviation and its vision for electric air taxis, plus Natera, the precision-medicine and diagnostics company that has become a major holding for Stanley Druckenmiller. From AI and healthcare to autonomous aviation and the future of space, this episode is about finding growth while navigating a much more expensive cost of money.* This podcast contains general information that may not be suitable for everyone. The information contained here should not be construed as personalized investment advice. There's no guarantee that the opinions expressed in this podcast will come to pass. Investing in the stock market involves gains and losses that may not be suitable for all investors. Information presented here is subject to change without notice and should not be considered as a solicitation to buy or sell any security. Rydar Equities does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstances. Past performance is no guarantee of future results.

    Kentucky Edition
    September 24, 2026

    Kentucky Edition

    Play Episode Listen Later Sep 28, 2026 26:31


    State lawmakers continue to wrangle with how to reduce the cost of Kentucky's Medicaid program, the Kentucky Supreme Court rejects a push by the attorney general to bring back the death penalty, senate majority floor leader Max Wise on increasing the number of school resource officers around the state and the impact its having on school safety, and how the state treasury is helping Kentuckians claim what's theirs.

    The Mortgage Update with Dan Frio Podcast
    Mortgage Rates Near 7.5%: What Happened the Last Time?

    The Mortgage Update with Dan Frio Podcast

    Play Episode Listen Later Sep 28, 2026 14:48


    Mortgage rates today are jumping toward 7.5% as oil prices surge over 4% and the mortgage bond market drops 38 ticks. I break down the bond market, inflation data, and Federal Reserve rate hike odds so homebuyers, homeowners, and realtors know what to expect.In this episode of The Rate Update:

    The Mike Hosking Breakfast
    Steven Joyce: Former Finance Minister previews the Pre-Election Economic and Fiscal Update

    The Mike Hosking Breakfast

    Play Episode Listen Later Sep 28, 2026 4:25 Transcription Available


    A former Finance Minister's hailing today as extremely important as Treasury opens the Government's books. This afternoon's Pre-Election Economic and Fiscal Update will show the levels of Crown debt, revenue, and expenditure. Budget 2026 predicted a return to operating surplus in the 2028/29 financial year – a year earlier than had been signalled. Steven Joyce told Mike Hosking things could change quickly, but it's a helpful snapshot. He says it's the best anchor, that shows where things are at, to help parties explain how they'll pay for their election promises. Joyce is warning to 'proceed with caution' though – saying it'll be better than people think, but there are dangers with that too. He acknowledges it may be a vote of confidence in the Government's short-term economic management, but the big issue still remains as to how to drive debt down. LISTEN ABOVE See omnystudio.com/listener for privacy information.

    Times Daily World Briefing
    Labour parties like it's 1997

    Times Daily World Briefing

    Play Episode Listen Later Sep 28, 2026 32:24


    At the Labour Party conference in Liverpool, the mood is jubilant. They have a popular leader who can speak fluently in public. Andy Burnham's speech on Tuesday will be a big moment and it's expected to be full of announcements. Whitehall and cabinet ministers are trying to keep up. The problem, as always, is making the sums add up. The prime minister has made social care the main topic of conversation. We discuss whether he is ready to ditch the triple-lock on pensions to pay for social care reform and whether he could fight an election promising tax rises.In Rachel Reeves's first budget, taxes went up more than £30 billion, and then she had to come back for more. The Treasury wanted to avoid a third tax-raising budget but the numbers are moving against them. Steven Swinford, political editor, The TimesBen Riley-Smith, political editor, The Sunday TimesPatrick Maguire, chief political commentator, The TimesProducers: Euan Dawtrey, Harry KitsonExecutive producer: Molly GuinnessPictures: Getty ImagesThis podcast was brought to you thanks to subscribers of The Times and The Sunday Times. To enjoy unlimited digital access to all our journalism subscribe here. Hosted on Acast. See acast.com/privacy for more information.

    GREY Journal Daily News Podcast
    Why Did Stocks Rally as Yields Hit 5 Percent?

    GREY Journal Daily News Podcast

    Play Episode Listen Later Sep 28, 2026 1:09


    Stocks rose about 13 percent while the 10 year U.S. Treasury yield touched 5 percent, breaking the usual inverse pattern between equities and bond yields. Earnings resilience from large cap technology firms such as Microsoft, Nvidia, Apple, and Amazon helped support valuations. The Federal Reserve, led by Chair Jerome Powell, signaled a higher for longer posture as inflation moderated from 2022 levels. The U.S. Treasury, under Secretary Janet Yellen, increased long dated issuance, lifting yields through supply and term premium rather than inflation fears. Many companies termed out debt in 2020 and 2021, slowing the pass through of higher rates to interest expense. Founders face higher borrowing costs but can still access capital by focusing on durable revenue, positive unit economics, and disciplined investment thresholds.Learn more on this news by visiting us at: https://greyjournal.net/news/ Hosted on Acast. See acast.com/privacy for more information.

    The Peter Schiff Show Podcast
    This Happened Twice in 100 Years... Both Times, Stocks Fell 49%

    The Peter Schiff Show Podcast

    Play Episode Listen Later Sep 27, 2026 68:47 Transcription Available


    Peter Schiff on why 86% of the S&P is already in a bear market, the 1973 and 2000 parallels, 5% Treasury yields, and new IRS emails on his bank.

    WSJ What’s News
    Making Sense of Sky-High Treasury Yields

    WSJ What’s News

    Play Episode Listen Later Sep 27, 2026 36:12


    This week, we're bringing you an episode of WSJ's Take On the Week. Host Miriam Gottfried is joined by guest co-host and WSJ markets reporter Sam Goldfarb to break down the unprecedented surge in the 10-year Treasury yield. Meghan Swiber, U.S. rates strategist at Bank of America, joins the show to discuss what influences these yields, and how a 5% yield affects everyday borrowing costs including mortgage rates, which are again topping 7%. Swiber unpacks the Treasury Department's surprising buybacks, and how this strategy compares to the actions the Federal Reserve took to mitigate the effects of the last financial crisis. Plus, how is the market reacting to the Fed, which is trying to battle inflation by hiking rates? Have an idea for a future guest or episode? How can we better help you take on the week? We'd love to hear from you. Email the show at takeontheweek@wsj.com. To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or the video page of WSJ.com Sign up for the WSJ's free What's News newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    The Great Detectives of Old Time Radio
    Old Time Radio Snack Wagon Smorgasboard #3 (EP5070e)

    The Great Detectives of Old Time Radio

    Play Episode Listen Later Sep 27, 2026 66:59 Transcription Available


    In this episode, we serve up four classic old-time radio snacks, featuring a special Family Theater presentation for Citizenship Day, an episode of Family Doctor, a New Year's drama from Guest Star, and a classic performance by Orson Welles.Family Theater: Treasury of HomesIn honor of Citizenship Day, this episode features an excerpt from Family Theater, a dramatic anthology series that promoted family prayer and presented stories centered around American family life.This excerpt, Treasury of Homes, celebrates the pioneers who settled the American West and the immigrants who came to the United States seeking a better life. The story follows the Simmons family as they search for a place to build their new home and dream of the community that will eventually grow around them.The program also features a performance by John Charles Thomas singing The Homeland.Original Air Date: February 14, 1951Family Doctor: Error in DiagnosisIn this episode of Family Doctor, Dr. Grant Adams treats Griff Miller, an elderly man struggling to make the interest payment on the mortgage for his family boathouse.When the mortgage holder, lawyer Ralph Bates, prepares to foreclose, Doc Adams comes up with an unusual solution. By convincing Bates that he has chicken pox and later poison oak, the country doctor buys Griff enough time to save his property.The story offers a humorous look at the traditional image of the country doctor as a trusted community figure who cared for more than just his patients' physical health.Original Air Date: 1937Guest Star: Time is SacredSpend New Year's Eve with Bill Cooper and Louise Marston, two office workers who become trapped in an elevator when the power goes out.As they realize that the elevator cable may not hold until help arrives, the two strangers discover that they have fallen in love. With midnight approaching, they face what may be their final moments together.Starring Joan Leslie, this dramatic story combines romance, suspense, and a New Year's message about recognizing the importance of time.Original Air Date: December 26, 1948Mercury Theatre: I'm a FoolOrson Welles stars in this adaptation of Sherwood Anderson's story I'm a Fool.A young man attending a horse race attempts to impress a girl by pretending to be wealthy and claiming that his father owns one of the horses. His lies bring him closer to the girl, but as the evening comes to an end, he realizes the painful consequences of trying to be someone he isn't.This experimental Mercury Theatre broadcast presented three short stories in a single episode, making it an ideal example of the snack-sized radio storytelling featured on the Old Time Radio Snack Wagon.Original Air Date: August 8, 1938Subscribe to the Old Time Radio Snack Wagon at http://www.snackwagon.net or wherever you download your podcasts from.Support the show on a one-time basis at http://support.greatdetectives.net.Mail a donation to: Adam Graham, PO Box 15913, Boise, Idaho 83715Take the listener survey at http://survey.greatdetectives.netGive us a call at 208-991-4783Follow us on Instagram at http://instagram.com/greatdetectivesFollow us on Twitter @radiodetectivesJoin us again for another serving of old-time radio from the Golden Age of Radio.

    Making Sense
    Something Extremely Rare Just Happened to the Yield Curve

    Making Sense

    Play Episode Listen Later Sep 27, 2026 2:13


    The Treasury market is doing something it has only done on 5.4% of the time over the last 36-plus years. In broad terms, the yield curve is unusually steep at the front and unusually flat at the back. Put those two together and it makes this rare combination, which means it is telling us something very important but also very specific. Eurodollar University's Money & Macro Analysis----------------------------------------------------------------------------------What if your gold could actually pay you every month… in MORE gold?That's exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.Check it out here: https://monetary-metals.com/snider----------------------------------------------------------------------------------Want to understand what this data (and so much more) means for your portfolio? Learn how the Eurodollar system really works in the next 30 days so you can better prepare for the risks and opportunities ahead. Book a call using this link. https://eurodollar-university.com/edu-apply-page-page----------------------------------------------------------------------------------https://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDUI'll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place. You can find me here: https://bravais.social/profile/edu

    Risk Parity Radio
    Episode 543: Personal Finance Books Mania, The Famous Easy Chair, EDV vs. TLT, And Portfolio Reviews As Of September 25, 2026

    Risk Parity Radio

    Play Episode Listen Later Sep 27, 2026 49:22 Transcription Available


    In this episode we answer emails from Michael, Matt, and Ron.  We discuss books for a 30-something family man and practical advicbe for approaching non-fiction more efficiently in the age of AI ChatBots, the world's most famous Easy Chair, and how EDV can work in a risk parity style portfolio.  And THEN we our go through our weekly portfolio reviews of the eight sample portfolios you can find at Portfolios | Risk Parity Radio.Additional Links:The World's Most Famous Easy Chair:  Easy Chair.jpg - Google DriveCatching Up To FI Podcast With Yours Truly in Said Easy Chair:  Are Bonds Dead?: Fixed Income Fundamentals (Part 1) | Frank Vasquez | Episode 229Bigger Pockets Money Podcast feat. Yours Truly:  We Built a 5% SWR Retirement Portfolio Using Fidelity in 48 Minutes (Golden Ratio Portfolio)AI Agent Folllies with Hannah Fry:  Why AI Agents are either the best or worst thing we've ever builtbBreathless Unedited AI-Bot Summary:Most personal finance advice fails for one simple reason: it ignores where you actually are. We start by answering a listener's question about book recommendations, but we do it through a framework that makes the whole money world easier to navigate: four investor levels, from budgeting and cash flow, to early-stage investing, to low-cost index fund competence, to more advanced goal-driven portfolio design. Along the way, we call out the “shiny object” traps where media and marketing keep people stuck buying products instead of building skills.From there we get practical about learning efficiently in 2026: use AI to summarize popular personal finance books, compare what overlaps, and only read the ones that truly fit your family. We talk through standout titles like The Psychology of Money, The Simple Path to Wealth, Die With Zero, and Just Keep Buying, then pivot to what matters most for couples in their 30s with kids: getting on the same page. We share resources built for real relationships, including Ramit Sethi's Money for Couples and a surprisingly useful marriage-centered option from John Gottman that includes guided money conversations.Next, we tackle a classic risk parity investing question: should you use EDV instead of TLT for long-term Treasury bond exposure? We break down bond duration in plain English, why total bond funds like BND can be weak diversifiers against equities, and how Treasury STRIPS funds can change portfolio volatility and sizing. Finally, we run through our weekly portfolio reviews and the current market backdrop, including why managed futures can behave differently when stocks and bonds struggle.If you like data-driven investing with a human filter, subscribe, share the show with a friend, and leave us a rating and review so more DIY investors can find it.Support the show

    Motley Fool Money
    Mailbag! Accounts for Early Retirement, Roth Conversions, Closed-End Funds, and More

    Motley Fool Money

    Play Episode Listen Later Sep 26, 2026 25:28


    Host Robert Brokamp is joined by Motley Fool contributor Dan Caplinger to answer financial planning questions sent in from listeners, including:-Is it better to invest in Treasury bills directly or through an ETF or fund?-How to avoid the 10% early distribution penalty if retiring before age 59 1/2-The pros and cons of closed-end funds-Is 90% in stocks too aggressive for a portion of a retirement portfolio?-Sell stocks or take out a loan to pay for graduate school?-Do Roth conversions make sense in your 60s? Host: Robert Brokamp, CFP®, EAGuest: Dan CaplingerEngineer: Bart Shannon Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

    Allworth Financial's Money Matters
    Roth Conversion Mistakes & the Real Value of a Financial Advisor

    Allworth Financial's Money Matters

    Play Episode Listen Later Sep 26, 2026 43:02


    Is it possible to do a Roth conversion too early? In this episode of Money Matters, Scott and Pat break down why the timing of your tax planning matters just as much as the strategy itself. They answer real listener questions on navigating the retirement transition—from managing adjusted gross income, to understanding how a great financial advisor provides value beyond just managing a portfolio. Plus, Allworth Chief Investment Officer Andy Stout joins to discuss the 10-year Treasury yield hitting 5%, putting rising interest rates and government debt into historical perspective. In this episode, Scott and Pat discuss: Roth Conversion Timing: Why converting too early could unintentionally spike your healthcare premiums under the Affordable Care Act. The Value of Wealth Planning: What you should expect from an advisor beyond investment management, and how to evaluate fee structures. 5% on the 10-Year Treasury: Allworth Chief Investment Officer Andy Stout breaks down inflation expectations, Federal Reserve rate moves, and market volatility. National Debt & Entitlements: Putting modern government spending and Social Security concerns into long-term context.   Join Money Matters:  Get your most pressing financial questions answered by Allworth's co-founders Scott Hanson and Pat McClain. Call 833-99-WORTH. Or ask a question by clicking here.  You can also be on the air by emailing Scott and Pat at questions@moneymatters.com. Download and rate our podcast here.

    Thoughtful Money with Adam Taggart
    Market Starting To Crack Under High Bond Yields? | WMR 9 24 26

    Thoughtful Money with Adam Taggart

    Play Episode Listen Later Sep 26, 2026 64:14


    LOCK IN YOUR EARLY BIRD PRICE DISCOUNT FOR THOUGHTFUL MONEY'S FALL ONLINE CONFERENCE (OCT 17TH) at https://www.thoughtfulmoney.com/conferenceBond yields continue their surge higher.The US 10-year Treasury bond is now at its highest yield in 19 years.Will stocks start to crack as a result?Portfolio manager Michael Lebowitz thinks the answer is "yes", and that if we look below the surface at the markets, we are already seeing signs weakness is underway.For all the details, watch this week's new Market Recap.#bonds #interestrates #marketcorrection _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It's important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer's unique goals, needs & risk tolerance.All the details on Thoughtful Money's relationship with the financial advisors it endorses, many of whom regularly appear on this program, can be found in the following documents. We highly recommend you review these documents as they cover the terms that will apply should you choose to work with one of these firms at any time after watching this video.Thoughtful Money Disclosure Document: https://thoughtfulmoney.com/disclosureThoughtful Money Agreement: https://thoughtfulmoney.com/agreementIMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security's or a firm's past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2026 Thoughtful Money LLC. All rights reserved.

    The MeidasTouch Podcast
    MeidasTouch Full Podcast - 9/25/26

    The MeidasTouch Podcast

    Play Episode Listen Later Sep 25, 2026 74:59


    On this episode of the MeidasTouch Podcast, Ben, Brett, and Jordy discuss Donald Trump's bizarre meeting with Chinese President Xi Jinping, the red-carpet spectacle surrounding Xi's visit, and what it revealed about America's standing on the world stage. The brothers break down the latest economic warning signs as gas and diesel prices surge, Treasury yields spike, and the Trump regime floats new export controls. They also cover the escalating wars in Iran and Ukraine, the Trump regime's approach to Russia, and the extraordinary scenes at the United Nations as the General Assembly wrapped up. Finally, they examine Netanyahu's UN speech, the Israeli ambassador's confrontation with Iran's ambassador, and the growing global alliance of authoritarian leaders. Pre-order the new book from MeidasTouch, WTF America?!: The Way Out of This Hell and Back to Democracy, today: https://bit.ly/wtfamericayoutube Deals from our sponsors!  Smart Credit: Go to https://SmartCredit.com/MEIDAS and try it for just $1 for seven days Collective: Visit https://collective.org/MEIDAS to get compounded GLP-1s for $59 a month from Collective. It's the same price every dose and you don't have to prepay in advance to get the lowest price in the country. Tushy: Over 2.5 Million Butts Love TUSHY. Get 10% off TUSHY with the code MEIDAS10 at https://hellotushy.com/MEIDAS10 Chapter: Chapter compares every Medicare plan nationwide for free to recommend coverage based on your doctors, prescriptions, and budget. Call 82-MEDICARE or visit https://chapter.com/mtn  *Paid Partnership* Disclaimer: Chapter and its affiliates are not connected with or endorsed by any government entity or the federal Medicare program. Chapter Advisory, LLC represents Medicare Advantage HMO, PPO, and PFFS organizations and stand alone prescription drug plans that have a Medicare contract. Enrollment depends on the plan's contract renewal. While we have a database of every Medicare plan nationwide and can help you to search among all plans, we have contracts with many but not all plans. As a result, we do not offer every plan available in your area. Currently we represent 50 organizations which offer 18,160 products nationwide. We search and recommend all plans, even those we don't directly offer. You can contact a licensed Chapter agent to find out the number of products available in your specific area. Please contact Medicare.gov, 1-800-Medicare, or your local State Health Insurance Program (SHIP) to get information on all of your options. Subscribe to Meidas+ at https://meidasplus.com Get Meidas Merch: https://store.meidastouch.com 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 Sidebar with Katie Phang: https://podcasts.apple.com/us/podcast/sidebar-with-katie-phang/id1886801652 The Parnas Perspective: https://podcasts.apple.com/us/podcast/the-parnas-perspective/id1869165949 The Intersection with Michael Popok: https://podcasts.apple.com/us/podcast/the-intersection-with-michael-popok/id1818863274 Scott MacFarlane Reports: https://podcasts.apple.com/us/podcast/scott-macfarlane-reports/id6807138300 MissTrial: https://meidasnews.com/tag/miss-trial The PoliticsGirl Podcast: https://www.meidastouch.com/tag/the-politicsgirl-podcast The Ken Harbaugh Show: https://meidasnews.com/tag/the-ken-harbaugh-show The Weekend Show: https://www.meidastouch.com/tag/the-weekend-show Burn the Boats: https://www.meidastouch.com/tag/burn-the-boats 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 Five Minute News: https://podcasts.apple.com/us/podcast/five-minute-news/id1471715443 Learn more about your ad choices. Visit megaphone.fm/adchoices

    WSJ What’s News
    Easing Bond Selloff Lifts U.S. Stock Futures

    WSJ What’s News

    Play Episode Listen Later Sep 25, 2026 13:14


    A.M. Edition for Sept. 25. Bonds have come off yesterday's highs thanks to a retreat in oil prices, after Iran offered to reopen the Strait of Hormuz within seven days, if its terms are met. But WSJ correspondent Benoit Faucon says President Trump is unlikely to compromise ahead of the midterms. Plus, cracks begin to show in Oracle's massive AI data-center buildout. And a pro-Trump, anti-communism ad paid for by the U.S. government, hits the airwaves. Luke Vargas hosts. Sign up for the WSJ's free What's News newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    WSJ What’s News
    Supreme Court Revives Trump Administration's Voter Database

    WSJ What’s News

    Play Episode Listen Later Sep 25, 2026 13:09


    P.M. Edition for Sept. 25. The Supreme Court said today that Trump administration officials could use an expanded federal immigration database to check whether voters are citizens, which some states want to use to scrub voter rolls. Plus, the Ukraine war is stopping grain exports from getting out of the Black Sea, sending U.S. wheat futures to three-year highs. We hear from Journal reporter Alexander Osipovich about what the disruptions could mean for food prices and the global food supply. And a debut novel by Canadian-Haitian writer Thélyson Orélien was nominated for some of the top literary prizes in France… until accusations that the author used AI sparked controversy. Reporter Anna Silman discusses how the publishing world is handling the rise of AI. Alex Ossola hosts. Sign up for the WSJ's free What's News newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    PBD Podcast
    Trump Threatens Iran, Britain Targets Billionaires & Lesbian Bar Freakout | PBD Podcast #862

    PBD Podcast

    Play Episode Listen Later Sep 25, 2026 131:47


    Patrick Bet-David and the Home Team break down President Donald Trump's high-stakes meeting with Chinese President Xi Jinping, U.S.-China relations, Taiwan, trade, AI, and Iran.Plus, Trump's UN General Assembly showdown over Iran, Harvey Weinstein's 15-year prison sentence, rising Treasury yields, diesel prices, and more. A special contest winner also joins the Home Team live in studio.

    Unchained
    Why the Crypto Market Cap Could Reach $50 Trillion This Cycle

    Unchained

    Play Episode Listen Later Sep 25, 2026 49:02


    Ran Neuner argues crypto has finally found product-market fit, and a BlackRock report on AI agents and blockchain rails convinced him the thesis may be much bigger than he thought. ======================================================== Thank you to our sponsor! ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Visit⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 1inch.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to swap tokenized securities, crypto and more. Simple. Secure. Self-custodial. Whatever asset you're buying - swap it at⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 1inch.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ======================================================== Quick favor: We're deciding what Unchained does next; new shows, stream times, what's worth paying for.⁠ Our listener survey⁠ takes five minutes, it's anonymous, and I read the write-in answers myself. Everyone who takes it can enter a drawing for a free year of Unchained Premium or Bits + Bips Premium. Open through Sunday, October 18. — Laura ======================================================== The 10-year Treasury yield just hit its highest level since 2007, and Ran Neuner thinks Scott Bessent will answer by bringing more money to the party. Neuner, founder and CEO of Crypto Banter, makes the case to Laura Shin that this is not just another Bitcoin cycle but crypto's first real bull market. His argument rests on two use cases. The first is social trading, which he describes as the world's biggest social network and casino "having a baby," with Hyperliquid and Pump.fun earning millions of dollars a day. The second is AI agents: he cites a study projecting one billion agents by 2029 and a new BlackRock report arguing machine-to-machine payments favor blockchain rails over ACH and card networks. They also cover why he calls RWAs magazines moved online, whether AI IPOs will drain crypto liquidity, and why he thinks Zcash may be more useful than Bitcoin. If he's right, his own 7x altcoin projection may prove conservative. Host: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Laura Shin⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, Host / Unchained Guest: Ran Neuner - Founder and CEO of Crypto Banter Timestamps