Podcasts about us dollar

Vivek Ramaswamy is a Republican candidate for President in 2024. In this episode we sit down to dig into his crypto policy proposals:  Vivek's keynote in Ft Worth Vivek's crypto platform and how that derives from his convictions Vivek's view on Bitcoin mining Is Choke Point 2.0 real? Is banking a utility? ‘Choke Point 6.0' and how it goes beyond just crypto and banking Does the suppression of speech have a technological solution? Can public blockchains actually be supportive of the US Dollar? Further resources: Vivek2024.com Vivek's Speech in Ft. Worth: “Three Freedoms of Crypto Policy”

Derek Halpenny, Head of Research Global Markets EMEA & International Securities, talks to Shan Husain, Vice President - Institutional Investors FX Sales EMEA, about the factors behind why the euro has underperformed this week – it was the second worst performing G10 currency this week. Derek also looks to next week with the RBNZ meeting, data from the US and updates on trade views. Disclaimer: www.mufgresearch.com (PDF)

Die Volkswirtschaft der USA ist und bleibt die wichtigste der Welt – und mit ihr die amerikanische Börse selbstverständlich auch. In den vergangenen Wochen ist eine Menge jenseits des Atlantiks passiert: u. a. der Streit um den US-Haushalt, die fragile Lage bei den Republikanern ein Jahr vor der Präsidentschaftswahl und ein enorm schnell steigender Schuldenberg. Karl Matthäus Schmidt, Vorstandsvorsitzender der Quirin Privatbank AG und Gründer der digitalen Geldanlage quirion, schaut in dieser Podcast-Folge auf die aktuelle Nachrichten- und Konjunkturlage der USA. Dabei widmet er sich diesen Fragen: • Welche Nachricht aus den USA hat den CEO in den letzten Wochen am meisten überrascht? (1:15) • Wie hat es die USA geschafft, eine Rezession zu vermeiden. Was sind die Gründe? (1:46) • Wie sieht die aktuelle wirtschaftliche Lage in den USA aus? Was sagen die Zahlen zur Konjunktur? (3:49) • Wie steht es aktuell um die Inflation in den USA? (5:36) • Welche Wirtschaft ist stärker: USA oder China? Was hat es in diesem Zusammenhang mit dem KKP-Dollar auf sich? (6:05) • Gerät die Verschuldung der USA außer Kontrolle? (8:13) • Müsste der US-Dollar vor diesem Hintergrund nicht viel schwächer sein? (9:46) • Wie sehen die Zusammenhänge der politischen Auseinandersetzung um den Haushalt aus? (10:54) • Was würde eine Haushaltssperre bedeuten? (12:11) • Wie sieht es an der Zinsfront in den USA aus? (13:00) • Wird die FED mit ihrer Zinspolitik Rücksicht auf die bevorstehende US-Wahl nehmen, um möglichst neutral zu bleiben? Wie war das in der Vergangenheit? (14:13) • Wie liefen historisch gesehen die US-Börsen in Wahljahren? (15:05) • Über welche News aus den USA würde Schmidt sich in den kommenden Wochen am meisten freuen? (16:06) • Hat der CEO einen Tipp für den Präsidenten im nächsten Jahr? (16:41) Wer am Kapitalmarkt anlegen will, fährt am besten, wenn er oder sie das Geld möglichst breit investiert. Immer wieder ist in diesem Zusammenhang zu lesen, dass beispielsweise eine Investition in den bekannten internationalen Aktien-Index MSCI World als Grundlage für ein solch breit aufgestelltes Aktienportfolio ausreichend ist. Warum das nicht so ist, lesen Sie hier: https://www.quirinprivatbank.de/news/st060821-msci-world-ist-keine-anlagestrategie. Folgenempfehlung Wenn in Aktien investieren, dann weltweit und breit gestreut. Dieses Motto ist vielen Sparerinnen und Sparern mittlerweile bestens bekannt und daher wird häufig der MSCI World-Index für die Geldanlage genutzt – meist mit Hilfe von ETFs. Grundsätzlich ist das ein guter Ansatz, aber noch keine wirkliche Anlagestrategie. Denn der MSCI World beinhaltet trotz seiner 1.600 Aktien ein gehöriges Klumpenrisiko. Tipps für eine möglichst breite Streuung des Portfolios, hören Sie in dieser Podcast-Folge: Folge 163: MSCI World – reicht ein Welt-ETF als Anlagestrategie? https://www.quirinprivatbank.de/podcast/podcast-folge-163 _______________________

I'm Nic DeAngelo, known as the ""Fixed Income GOAT"" in real estate circles. With a $206M+ portfolio, I fuse economic foresight and real estate prowess for an exciting and value-driven discussion for podcast audiences.We invest by two foundational beliefs:- Wall Street is broken. Real Estate is the cure.- Economics tells the future.As CEO/Founder of Saint Investment Group, I lead a veteran team acquiring institutional-grade real estate assets nationwide. Our 20+ state portfolio, 24 projects, and 500+ loans showcase our strategy-driven prowess, with Saint on track to raising $100M+ yearly. I've received praise from high-level podcasters like Hunter Thompson, Tyler Lyons, and Jonathan Cattani with me being the guest on some of their highest-reviewed episodes. My data-driven investing approach. For this reason, every podcast I've been featured on has invited me back for updates on the compelling economic insights we've reviewed on their shows. My knack for simplifying complex theories allows me to provide you with dense material in an entertaining bite-size way.. Nic DeAngelo is a real estate investor who has a great story to share and words of wisdom to impart for both beginning and veteran investors alike, so grab your pen and paper, buckle up and enjoy the ride. Want to get in contact with Nic DeAngelo? Reach out at https://saintinvestment.com/.Want to become financially free through commercial real estate? Check out our eBook to learn how to jump start a cash flowing real estate portfolio here https://www.therealestateinvestingclub.com/real-estate-wealth-book  Enjoy the show? Subscribe to the channel for all our upcoming real estate investor interviews and episodes.  ************************************************************************  GET INVOLVED, CONNECTED & GROW YOUR REAL ESTATE BUSINESS  LEARN -- Want to learn the ins and outs of real estate investing? Check out our book at https://www.therealestateinvestingclub.com/real-estate-wealth-book  PARTNER -- Want to partner on a deal or connect in person? Email the host Gabe Petersen at gabe@therealestateinvestingclub.com or reach out on LinkedIn at https://www.linkedin.com/in/gabe-petersen/  WATCH -- Want to watch our YouTube channel? Click here: https://bit.ly/theREIshow  ************************************************************************   ABOUT THE REAL ESTATE INVESTING CLUB SHOW   Hear from successful real estate investors across every asset class on how they got started investing in real estate and then grew from their first deal to a portfolio of cash-flowing properties. We interview real estate pros from every asset class and learn what strategies they used to create generational wealth for themselves and their families. The REI Club is an interview-based real estate show that will teach you the fastest ways to start and grow your real estate investing career in today's market - from multifamily, to self-storage, to mobile home parks, to mix-use industrial, you'll hear it all! Join us as we delve into our guests career peaks and valleys and the best advice, greatest stories, and favorite tips they learned along the way. Want to create wealth for yourself using the vehicle of reaInterested in becoming a passive investor in one of our projects? Kaizen Properties, is looking for passive investors for our upcoming deals. We invest in what are known as “recession resistant assets”: self storage, MH & RV parks, and industrial properties. If you are interested, go to the website and click on the “Invest with Us” button at the bottom of the page.Support the show

Thu, 23 Nov 2023 02:16:35 +0000 https://markt-trends-swissquote.podigee.io/822-new-episode 10dcc7aa6dea514227a476058bcc19ef Ist die Korrektur im US-Dollar zu Ende und das Schicksal aller anderen damit besiegelt? Fakt ist, dass sich das Gold und der Bitcoin erfolgreich gegen den US-Dollar behaupten können. Wie aber sieht es mit den Währungen aus? Wieland Arlt, CFTe wirft mit Ihnen in dieser Ausgabe einen neuerlichen Blick auf die Charts. 00:00 Begrüßung und Einleitung 04:18 Aktuelle Daten 09:33 US Dollar Index (Future) 13:12 EUR/ USD 17:23 USD/ JPY 19:40 GBP/ USD 21:17 AUD/ USD 23:24 USD/ CHF 25:21 Gold (Future) 28:09 Silber (Future) 30:15 Light Crude Oil (Future) 32:44 BTC/ USD 35:29 ETH/ USD 37:13 Abschluss 38:13 Risikohinweis Wieland Arlt ist einer der erfolgreichsten Trader Deutschlands, gefragter Referent und Autor von Fachbeiträgen und Büchern, darunter "55 Gründe, Trader zu werden" Wieland Arlt, CFTe blickt auf rund 18 Jahre Erfahrung im Trading zurück. Er ist Präsident der IFTA und Mitglied im Vorstand der VTAD e.V. eurusd #usdjpy #audusd #gbpusd #audusd #gold #silber #oil #btc #eth full no Markus Koch, Wieland Arlt und Feyyaz Alingan bieten Ihnen einen Überblick über

Steve Penny, Publisher of The SilverChartist Report, joins me to share a handful of key charts on the US Dollar (DXY),  the Gold monthly, the Gold weekly, the Gold daily, the Silver weekly, the Silver Daily, the Sprott Uranium Miners ETF (URNM), and URNM versus the Sprott Physical Uranium Trust as a proxy for the uranium price action.      We also intermix some macro fundamentals and trading strategies into the discussion, and how to utilize the very oversold nature of the mining stocks in relation to the moves in the underling metals, and to have a strategy before entering a trade and stick to it for exiting a trade to manage ones emotions.   [all charts discussed are posted on www.kereport.com so you can follow along]   Click here to visit the SilverChartist website

Mitch Askew interviews Matt L. Matt is the founder of Lark Funding, a no-time limit proprietary trading firm. Matt also creates YouTube videos on money, business, and macroeconomics. Mitch & Matt discuss the differences between trading and investing, content creation, Bitcoin, building generational wealth, and more! If you enjoy this conversation, make sure to like and subscribe. It really helps out the channel!

National Treasury has announced that the government of South Africa has signed loan agreements with the World Bank, the German government and the African Development Bank. According to a statement released by the department, the loans will be provided below market rates in order to support South Africa's just Energy Transition. The World Bank is set to provide a R1-Billion loan for a duration of 15 years, the German government will loan the country half a billion euros for 12 years, with the African Development Bank extending a 300-thousand US Dollar loan over a period of 12 years. For a look at what the loans mean for South Africa moving forward, Elvis Presslin spoke to Head of Multi Asset Strategies at Aluwani Partners, Patrick Mathidi... 

Welcome back to the SFS Power Up Wealth Podcast. I'm James Derrick. Today, we dive back into our 3rd and final discussion on the U.S. dollar as the world's reserve currency.

In this video, we're witness to a "meeting of the minds" between two top monetary experts, who each will argue their predicted path for the US dollar from here. We're very fortunate to be joined by Brent Johnson, CEO of Santiago Capital and developer of The Dollar Milkshake Theory, which will serve as the foundation upon which today's discussion will be built. Serving as a counterpoint perspective will be Matthew Piepenburg, Commercial Director at Matterhorn Asset Management AG - GoldSwitzerland This is not a debate so much as a "co-exploration", as there are many points our speakers agree on. But there are definitely a few where they see things differently. And over the next hour, we'll drill down together on those points of differentiation, to see if we can't make the path ahead for the US dollar clearer to discern. Follow Brent on Twitter at @SantiagoAuFund or at https://santiagocapital.com Follow Matt at https://goldswitzerland.com To learn what's in store for this new Thoughtful Money channel, SUBSCRIBE FOR FREE to Adam's new Substack at https://adamtaggart.substack.com/ #dollar #money #currency

Nach drei Wochen kontinuierlicher Kursgewinne im Dow Jones, S&P 500 und Nasdaq, legt die Wall Street eine Atempause ein. Der S&P 500 konnte in diesem Zeitraum 9,6% zulegen und blickt damit auf die beste 3-Wochenphase seit April und Juni 2020. Der Nasdaq 100 schloss gestern auf dem höchsten Stand seit Januar 2022 und notiert nur rund 4% unter Rekordniveau. Neben dem Rücklauf bei den Renditen der US-Staatsanleihen, wirkt sich der schwächere US-Dollar vorteilhaft aus. Die Aktien von Lowe's tendieren nach den Ergebnissen, und in Folge der enttäuschenden Aussichten schwächer. Heute Abend stehen die Quartalszahlen von HP und NVIDIA im Mittelpunkt. Im Fokus steht auch der Ölpreis. Medienberichten zur Folge, könnte sich Israel mit der Hamas auf eine temporäre Waffenruhe einigen. Abonniere den Podcast, um keine Folge zu verpassen! ____ Folge uns, um auf dem Laufenden zu bleiben: • Facebook: http://fal.cn/SQfacebook • Twitter: http://fal.cn/SQtwitter • LinkedIn: http://fal.cn/SQlinkedin • Instagram: http://fal.cn/SQInstagram

Sean Brodrick, Editor of Wealth Megatrends and contributing analyst to Weiss Ratings Daily joins us to share his views on the market rally throughout November. We discuss the economic data he is looking at and why he things the rally could continue into next year. We discuss everything from gold and gold stocks, "re-industrialization" stocks, energy stocks including oil lithium and uranium stocks and his outlook for the US Dollar.     Click here to follow along with Sean at the Weiss Ratings Daily website.

► Zur Opening Bell+: https://bit.ly/360kochpc * Ein Podcast - featured by Handelsblatt. Helfen Sie uns, unsere Podcasts weiter zu verbessern. Ihre Meinung ist uns wichtig: www.handelsblatt.com/zufriedenheit Nach drei Wochen kontinuierlicher Kursgewinne im Dow Jones, S&P 500 und Nasdaq, legt die Wall Street eine Atempause ein. Der S&P 500 konnte in diesem Zeitraum 9,6% zulegen und blickt damit auf die beste 3-Wochenphase seit April und Juni 2020. Der Nasdaq 100 schloss gestern auf dem höchsten Stand seit Januar 2022 und notiert nur rund 4% unter Rekordniveau. Neben dem Rücklauf bei den Renditen der US-Staatsanleihen, wirkt sich der schwächere US-Dollar vorteilhaft aus. Die Aktien von Lowe's tendieren nach den Ergebnissen, und in Folge der enttäuschenden Aussichten schwächer. Heute Abend stehen die Quartalszahlen von HP und NVIDIA im Mittelpunkt. Im Fokus steht auch der Ölpreis. Medienberichten zur Folge, könnte sich Israel mit der Hamas auf eine temporäre Waffenruhe einigen. Abonniere den Podcast, um keine Folge zu verpassen! __________________________________________________ ► Zur Opening Bell+: https://bit.ly/360kochpc * ► https://www.instagram.com/kochwallstreet/ ► https://www.facebook.com/markus.koch.newyork ► https://www.youtube.com/user/kochntv ► https://www.markuskoch.de/ *Werbung

US-Dollar einführen, Zentralbank abschaffen: Viele seiner Wahlkampf-Versprechen wird der neue Präsident Argentiniens nicht umsetzen können, schätzt Politologe Peter Birle. Dem Rechtspopulisten Javier Milei fehlten die politischen Mehrheiten.Grunwald, Mariawww.deutschlandfunk.de, Informationen am MittagDirekter Link zur Audiodatei

In Argentinien hat ein Mann die Wahl geworden, der gerne mit Perücke und Kettensäge posiert. Javier Milei ist selbsternannter "Anarchokapitalist". Er will den US-Dollar einführen und die argentinische Zentralbank zerschlagen. Damit trifft er einen Nerv. Die Inflation beträgt in Argentinien 140 Prozent, zweimal die Woche werden die Preise erhöht. Die Menschen wollen einen Wechsel. Dass Milei als unberechenbar gilt, scheint fast egal. Martin Spiller und Ann Kristin Schenten schauen sich seine Ideen für Argentinien an.   Die "Newsjunkies" - ein Tag, ein großes Nachrichtenthema, immer Montag bis Freitag am Nachmittag. Kostenlos folgen und abonnieren in der ARD-Audiothek. Alle Abo-Möglichkeiten findet Ihr hier: https://www.rbb24inforadio.de/newsjunkies. Fragen und Feedback: newsjunkies@inforadio.de.

Der Rechtspopulist Javier Milei hat die Präsidentschaftswahl in Argentinien gewonnen, unter anderem mit extremen Ansichten und Versprechungen. "Sein Programm ist eine sehr diffuse Mischung. Wie so oft bei Populisten kann man das ideologisch gar nicht so richtig greifen", meint Prof. Susanne Gratius, Lateinamerika-Expertin beim Think-Tank CIDOB in Barcelona. Sein Wahlsieg hat für Gratius viel mit der wirtschaftlichen Lage des Landes zu tun. "Argentinien war mal das drittreichste Land der Welt, jetzt ist es seit fast 20 Jahren eigentlich ruiniert. Und es gibt viele Wutbürger im Land, die einfach genug haben. Vor allem, weil der Gegenkandidat ausgerechnet der bisherige Wirtschaftsminister war, der ja für die aktuelle Situation mitverantwortlich ist", so Gratius. Milei will das Land wirtschaftlich wieder voran bringen und unter anderem den US-Dollar als offizielle Währung einführen. Warum das keine neue Idee ist und schon früher in Argentinien nicht geklappt hat, erklärt Gratius im Gespräch mit SWR Aktuell-Moderator Moritz Braun.

In This Episode Taheer & Tariq discuss the potential death of the US dollar. 

In this week's episode, Ian discusses the flat week in stocks, with big moves in other places such as the US Dollar and Crude oil prices. Stocks remain healthy, with rates potentially rolling over for the intermediate term. Semis outperform, but are joined by a surprise move in Banks. The Russell 2000 continues to find buyers when needed, but there is still a bit of work to do.

Thu, 16 Nov 2023 04:14:18 +0000 https://markt-trends-swissquote.podigee.io/815-new-episode 20a40fd41809b01b5f08cc9d23c473f7 Die USA erhalten einen schlechten Ausblick, der US-Dollar fällt deutlich und Bitcoin steigt. Kann der Bitcoin nun das Allzeithoch direkt in Angriff nehmen oder ist das nur ein Zwischenspiel in einer Reihe von Ups and Downs? Wieland Arlt, CFTe gibt die Antwort auf diese Frage und stellt den Markt charttechnisch da. 00:00 Begrüßung und Einleitung 02:50 Aktuelle Daten 10:27 US Dollar Index (Future) 15:55 EUR/ USD 19:36 USD/ JPY 21:32 GBP/ USD 24:11 AUD/ USD 27:01 USD/ CHF 30:08 Gold (Future) 32:04 Silber (Future) 34:45 Light Crude Oil (Future) 35:40 BTC/ USD 37:22 ETH/ USD 38:46 Abschluss 39:20 Risikohinweis Wieland Arlt ist einer der erfolgreichsten Trader Deutschlands, gefragter Referent und Autor von Fachbeiträgen und Büchern, darunter "55 Gründe, Trader zu werden" Wieland Arlt, CFTe blickt auf rund 18 Jahre Erfahrung im Trading zurück. Er ist Präsident der IFTA und Mitglied im Vorstand der VTAD e.V. eurusd #usdjpy #audusd #gbpusd #audusd #gold #silber #oil #btc #eth full no Markus Koch, Wieland Arlt und Feyyaz Alin

The APEC summit, which has a membership of 21 countries, is ongoing in San Francisco. As a bloc, its members produce around 11.4 trillion US Dollars in exports. Calvin Cheng, Senior Analyst in the Economics, Trade and Regional Integration division at ISIS tells us what the benefits of joining this bloc especially from the Malaysian perspective.Image credit: Bernama

Our roundtable discussion on the future of the global economy and markets continues, as our analysts preview what is ahead for government bonds, currencies, housing and more. ----- Transcript -----Vishy Tirupattur: Welcome to Thoughts on the Market. I am Vishy Tirupattur, Morgan Stanley's Chief Fixed Income Strategist. This is part two of our special roundtable discussion on what is ahead for the global economy and markets in 2024. It's Tuesday, November 14th at 10 a.m. in New York. Yesterday you heard from Seth Carpenter, our Global Chief Economist, and Mike Wilson, our Chief Investment Officer and the Chief U.S. Equity Strategist. Today, we will cover what is ahead for government bonds, corporate credit, currencies and housing. I am joined by Matt Hornbach, our Chief Macro Strategist, James Lord, the Global Head of Currency and Emerging Markets Strategy, Andrew Sheets, Global Head of Credit Research, and Jay Bacow, Co-Head of U.S. Securities Products.Vishy Tirupattur: Matt, 2023 was quite a year for long end government bond yields globally. We saw dramatic curve inversion and long end yields reaching levels we had not seen in well over a decade. We've also seen both dramatic sell offs and dramatic rallies, even just in the last few weeks. Against this background, how do you see the outlook for government bond yields in 2024? Matt Hornbach: So we're calling our 2024 outlook for government bond markets the land of confusion. And it's because bond markets were whipped around so much by central banks in 2023 and in 2022. In the end, what central banks gave in terms of accommodative monetary policy in 2020 and 2021, they more than took away in 2022 and this past year. At least when it came to interest rate related monetary policies. 2024, of course, is going to be a pretty confusing year for investors because, as you've heard, our economists do think that rates are going to be coming down, but so too will balance sheets. But for the past couple of years, both G10 and EM central banks have raised rates to levels that we haven't seen in decades. Considering the possibility that equilibrium rates have trended lower over the past few decades, central bank policy rates may be actually much more restricted today than at any point since the 1970s. But, you know, we can't say the same for central bank balance sheets, even though they've been shrinking for well over a year now. They're still larger than before the pandemic. Now, our economists forecast continued declines in the balance sheets of the Fed, the ECB, the Bank of England and the Bank of Japan. But nevertheless, in aggregate, the balance sheet sizes of these G4 central banks will remain above their pre-pandemic levels at the end of 2024 and 2025.Vishy Tirupattur: Matt, across the developed markets. Where do you see the best opportunity for investors in the government bond markets? Matt Hornbach: So Vishy we think most of the opportunities in 2024 will be in Europe given the diverging paths between eurozone countries. Germany, Austria and Portugal will benefit from supportive supply numbers, while another group, including Italy, Belgium and Ireland will likely witness a higher supply dynamic. Our call for a re widening of EGB spreads should actually last longer than we originally anticipated. Elsewhere in Europe, we're expecting the Bank of England to deliver 100 basis points of cumulative cuts by the end of 2024, and that compares to significantly less that's priced in by the market. Hence, our forecasts for gilts imply a much lower level of yields and a steeper yield curve than what you see implied in current forward rates. So the UK probably presents the best duration and curve opportunity set in 2024. Vishy Tirupattur: Thank you, Matt. James, a strong dollar driven by upside surprises to U.S. growth and higher for longer narrative that has a world during the year characterized the strong dollar view for much of the year. How do you assess 2024 to be? And what differences do you expect between developed markets and emerging market currency markets? James Lord: So we expect the recent strengthening of US dollar to continue for a while longer. This stronger for a longer view on the US dollar is driven by some familiar drivers to what we witnessed in 2023, but with a little bit of nuance. So first, growth. US growth, while slowing, is expected to outperform consensus expectations and remain near potential growth rates in the first half of 2024. This is going to contrast quite sharply with recessionary or near recessionary conditions in Europe and pretty uncompelling rates of growth in China. The second reason we see continued dollar strength is rate differentials. So when we look at our US and European rate strategy teams forecasts, they have rates moving in favor of the dollar. Final reason is defense, really. The dollar likely is going to keep outperforming other currencies around the world due to its pretty defensive characteristics in a world of continued low growth, and downside risks from very tight central bank monetary policy and geopolitical risks. The dollar not only offers liquidity and safe haven status, but also high yields, which is of course making it pretty appealing. We don't expect this early strength in US Dollar to last all year, though, as fiscal support for the US economy falls back and the impact of high rates takes over, US growth slows down and the Fed starts to cut around the middle of the year. And once it starts cutting, our U.S. econ team expects it to cut all the way back to 2.25 to 2.5% by the end of 2025. So a deep easing cycle. As that outlook gets increasingly priced into the US rates, market rate differentials start moving against the dollar to push the currency down. Vishy Tirupattur: Andrew, we are ending 2023 in a reasonably good setup for credit markets, especially at the higher quality end of the trade market. How do you expect this quality based divergence across global trade markets to play out in 2024? Andrew Sheets: That's right. We see a generally supportive environment for credit in 2024, aided by supportive fundamentals, supportive technicals and average valuations. Corporate credit, especially investment grade, is part of a constellation of high quality fixed income that we see putting up good returns next year, both outright and risk adjusted. When we talk about credit being part of this constellation of quality and looking attractive relative to other assets, it's important to appreciate the cross-asset valuations, especially relative to equities, really have moved. For most of the last 20 years the earnings yield on the S&P 500, that is the total earnings you get from the index relative to what you pay for it, has been much higher than the yield on U.S. triple B rated corporate bonds. But that's now flipped with the yield on corporate bonds now higher to one of the greatest extents we've seen outside of a crisis in 20 years. Theoretically, this higher yield on corporate bonds relative to the equity market should suggest a better relative valuation of the former. So what are we seeing now from companies? Well companies are buying back less stock and also issuing less debt than expected, exactly what you'd expect if companies saw the cost of their debt as high relative to where the equities are valued. A potential undershoot in corporate bonds supply could be met with higher bond demand. We've seen enormous year to date flows into money market funds that have absolutely dwarfed the flows into credit. But if the Fed really is done raising rates and is going to start to cut rates next year, as Morgan Stanley's economists expect, this could help push some of this money currently sitting in money market funds into bond funds, as investors look to lock in higher yields for longer. Against this backdrop, we think the credit valuations, for lack of a better word, are fine. With major markets in both the U.S. and Europe generally trading around their long term median and high yield looking a little bit expensive to investment grade within this. Valuations in Asia are the richest in our view, and that's especially true given the heightened economic uncertainty we see in the region. We think that credit curves offer an important way for investors to maximize the return of these kind of average spreads. And we like the 3 to 5 year part of the U.S. credit curve and the 5 to 10 year part of the investment grade curve in Europe the most. Vishy Tirupattur: Thanks, Andrew. Jay, 2023 was indeed a tough year for the agency in the US market, but for the US housing market it held up quite remarkably, despite the higher mortgage rates. As you look ahead to 2024, what is the outlook for US housing and the agency MBS markets and what are the key drivers of your expectations? Jay Bacow: Let's start off with the broader housing market before we get into the views for agency mortgages. Given our outlook for rates to rally next year, my co-head of securitized products research Jim Egan, who also runs US housing, thinks that we should expect affordability to improve and for sale inventory to increase. Both of these developments are constructive for housing activity, but the latter provides a potential counterbalance for home prices. Now, affordability will still be challenged, but the direction of travel matters. He expects housing activity to be stronger in the second half of '24 and for new home sales to increase more than existing home sales over the course of the full year. Home prices should see modest declines as the growth in inventory offsets the increased demand. But it's important to stress here that we believe homeowners retain strong hands in the cycle. We don't believe they will be forced sellers into materially weaker bids, and as such, we don't expect any sizable correction in prices. But we do see home prices down 3% by the end of 2024. Now, that pickup in housing activity means that issuance is going to pick up as well in the agency mortgage market modestly with an extra $50 billion versus where we think 2023 ends. We also think the Fed is going to be reducing their mortgage portfolio for the whole year, even as Q2 starts to taper in the fall, as the Fed allows their mortgage portfolio to run off unabated. And so the private market is going to have to digest about $510 billion mortgages next year, which is still a concerning amount but we think mortgages are priced for this. Vishy Tirupattur: Thanks, Jay. And thank you, Matt, James and Andrew as well. And thank you to our listeners for joining us for this 2 part roundtable discussion of our expectations for the global economy and the markets in 2024. As a reminder, if you enjoy the show, please leave us a review on Apple Podcasts and share Thoughts on the Market with a friend or colleague today.

It's all about protecting the US Dollar's Status as the global reserve currency. --- Support this podcast: https://podcasters.spotify.com/pod/show/oneamerican/support

Kai Hoffmann sits down with Lyn Alden of Lyn Alden Investment Strategy and author of the book "Broken Money" at the New Orleans Investment Conference to discuss the evolving landscape of the global monetary system. We delve into the challenges of current financial technologies, the rise of digital currencies like Bitcoin, and the potential future of money in a world increasingly reliant on secure, fast, and decentralized transactions. Alden offers her expert perspective on the role of traditional assets like gold and the shifting status of the US dollar as a global reserve currency. #gold #bitcoin #soarfinancially ⚠️ Please consider subscribing to our channel!

China, the US, Germany, Italy, and Russia are all on a gold-buying spree. For their central banks, gold is a stable reserve asset. The price of gold is at a record high as a result.

Brent Johnson of Santiago Capital and the Milkshake Theory joins us to provide his latest thoughts on Gold, the US Dollar, and the factors driving current trends. The main takeaway is that the dollar remains in an uptrend and that the prospects of the dollar and Gold rising together soon are increasing. 0:00 Intro1:35 General View of US Dollar6:03 Dollar Impact on Asset Classes9:00 How Much War Premium in Gold11:30 Drivers of Gold Breakout14:25 Gold & US Dollar Rise Together19:15 Bond Market Impact on Gold23:15 How to Follow Brent

This is an edited version of our live discussion with Damien Klassen, Head Of Investments At Nucleus Wealth And Walk The World Funds. Given the recent reversals in bond yields, and the US Dollar, what does this say about the markets as we move into the close of the year? We discussed the RBA rate … Continue reading "DFA Live Q&A HD Replay: Damien Klassen – Investing Now"

Erfolgreicher Amazon-Händler, JP, nimmt uns mit auf seine inspirierende Reise vom budgetbewussten Anfänger zum siebenstelligen Verkäufer. Mit einem Startkapital von nur 200 bis 300 US-Dollar hat JP bewiesen, dass es möglich ist, auf Amazon erfolgreich zu sein. JP hat sein Geschäft von Grund auf aufgebaut und dabei spannende Einblicke in seine Strategien und Erfahrungen gesammelt, unter anderem wie er es geschafft hat, mit Bitcoin-Münzen das Interesse der Käufer zu wecken und sein Geschäft stetig zu erweitern. JP erläutert ausführlich, wie er sein Geschäft international ausgerichtet und dabei innovative Ansätze zur Werbung in verschiedenen Ländern entwickelt hat. Auffällig ist sein Fokus auf den US-Markt und wie er es geschafft hat, die Kosten für Pay-per-Click-Werbung zu kontrollieren. Seien Sie gespannt auf seine günstige, aber effektive Methode zur Erstellung von Produktfotos, bei der einfache Handyfotos in hochwertige 3D-Modelle umgewandelt und in Stockfotos eingefügt werden. Lassen Sie sich von JPs Reise begeistern, während er wertvolle Erkenntnisse teilt und offen über seine Erfahrungen spricht. Unterschätzen Sie nicht die Bedeutung der USA, aber erkunden Sie auch andere Länder, um neue Ideen zu sammeln. Lassen Sie sich inspirieren von der Art und Weise, wie sich Reisen positiv auf das eigene Geschäft auswirken kann und wie es möglich ist, ein erfülltes Leben neben Amazon zu genießen. Erfahren Sie mehr über die Möglichkeiten, die sich in Indien für das FPV-Business bieten. Begleiten Sie uns auf dieser spannenden Reise und erhalten Sie einen Einblick in die Welt des Amazon-Verkaufs.   In Folge 100 des Serious Sellers Podcast auf Deutsch, Marcus und JP diskutieren: 00:00 - Händler Interviewt Über Amazon-Verkauf 18:07 - Expansionspläne Und Werbestrategien in Verschiedenen Ländern 35:55 - Günstige Produktfotos Mit Handykamera 50:39 - Wichtige Erkenntnisse Und Reiseerlebnisse Im FBA-Business

Thu, 02 Nov 2023 03:05:09 +0000 https://markt-trends-swissquote.podigee.io/803-new-episode 9c522e405e0b1d7a9fcc748a96ca2b84 Während der US-Dollar auf hohem Niveau stehen bleibt, bricht der Bitcoin nach oben aus. Es scheint fast schon ausgemacht, dass wir die 40.000 USD sehen. Kommt es wirklich dazu, oder droht die große Enttäuschung? Wieland Arlt, CFTe stellt in dieser Ausgabe von Fast & Forex die wichtigsten Punkte hierzu dar. 00:00 Begrüßung und Einleitung 02:24 Aktuelle Daten 08:44 US Dollar Index (Future) 11:13 EUR/ USD 16:11 USD/ JPY 19:53 GBP/ USD 21:11 AUD/ USD 22:45 USD/ CHF 25:35 Gold (Future) 28:45 Silber (Future) 30:27 Light Crude Oil (Future) 32:55 BTC/ USD 35:55 ETH/ USD 37:20 Abschluss 38:33 Risikohinweis Wieland Arlt ist einer der erfolgreichsten Trader Deutschlands, gefragter Referent und Autor von Fachbeiträgen und Büchern, darunter "55 Gründe, Trader zu werden" Wieland Arlt, CFTe blickt auf rund 18 Jahre Erfahrung im Trading zurück. Er ist Präsident der IFTA und Mitglied im Vorstand der VTAD e.V. eurusd #usdjpy #audusd #gbpusd #audusd #gold #silber #oil #btc #eth full no Markus Koch, Wieland Arlt und Feyyaz Alingan bieten Ihnen einen Überblick über

In der Mittagsfolge sprechen wir heute mit Veit Blumschein, CEO und Co-Founder von Lanes & Planes, über die erfolgreich abgeschlossene Series-B-Finanzierungsrunde in Höhe von 35 Millionen US-Dollar.Lanes & Planes hat eine Geschäftsreise-Plattform entwickelt, die als Travel- und Beleg-Management-Lösung alle Bereiche einer Dienstreise von der Reisebuchung bis zur Abrechnung digital abbildet. Dabei kann die Plattform in alle bestehenden Unternehmenssysteme integriert werden. Der Software-as-a-Service Anbieter verfügt über ein internes Support-Team in Deutschland, das rund um die Uhr für Anfragen und Unterstützung zur Verfügung steht. Durch die Abdeckung des gesamten Buchungs- und Abrechnungskreislaufs klassischer Geschäftsreisen sowie Spesen und Auslagen jeglicher Art, senkt die Lösung nach eigenen Angaben die Kosten für Unternehmen um bis zu 30 %. Das Startup wurde im Jahr 2017 von Veit Blumschein und Daniel Nolte unter dem Namen TripClickPro in München gegründet. Im Februar 2020 konnte sich die Geschäftsreiseplattform eine Series-A-Finanzierungsrunde in Höhe von 10 Millionen US-Dollar unter der Führung von Battery Ventures sichern. Die Coronakrise hat das Unternehmen dazu genutzt, strukturelle Veränderungen durchzuführen und Geschäftsprozesse zu digitalisieren. Heute vertrauen über 1.000 Unternehmen aller Branchen auf das Lösungsangebot von Lanes & Planes, darunter Edding, Enpal und Personio. Um das Erreichen der internen Qualitätsansprüche sicherzustellen, prüft das Startup regelmäßig seine Prozess- und Ergebnisqualität. Des Weiteren arbeitet das Unternehmen mit den Expertinnen und Experten von Leaders For Climate Action zusammen, um als Teil der digitalen Industrie die Verbesserung des Klimas voranzutreiben.Nun hat das Münchner Geschäftsreiseportal in einer Series-B-Runde 35 Millionen US-Dollar unter der Leitung von Smash Capital eingesammelt. Zusätzlich beteiligen sich die bestehenden Investoren Battery Ventures, Coparion, DN Capital und AllIron an der Finanzierungsrunde. Das frische Kapital soll dazu verwendet werden, das Wachstum von Lanes & Planes weiter voranzutreiben und seine Expansionsbemühungen zu unterstützen.

Resources mentioned in the episode: Power Hour with Lynn: reach out via email to lynn@befitafter40.com to book a session. $127 (US Dollars)1-to-1 coaching: Apply for 1-to-1 coaching with Lynn >>About the episode:✨Studies of weight loss show that most people who lose weight gain it back within 1-3 years.

In den nächsten 3 Jahren soll der Markt für IT-Sicherheit / Cyber-Security um bis zu 50% wachsen - die Rede ist von einem Marktpotential von über 345 Mrd. US-Dollar. Es gibt nun eine ganze Reihe von ETFs und Einzelaktien mit denen man unter gewissen Bedingungen davon profitieren kann
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 Die Quellen der Audio-Zitate - Abgerufen am 30.10.2023:
 YouTube-Kanal: Morgan Stanley Video: Palo Alto Networks: Evolving to Stay Ahead of Cyber Threats URL: https://www.youtube.com/watch?v=6QXiqzNs-PA
 YouTube-Kanal: CNBC Television Video: Okta's support system breached using stolen credentials URL: https://www.youtube.com/watch?v=pWTlzwUtzds
 Die verwendete Musik wurde unter www.soundtaxi.net lizensiert.
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Continued high US interest rates, strong US dollar and possible rise in commodity prices mean EM central banks are likely to recalibrate the pace, if not the depth, of their interest rate cuts.Speaker: Vittoria Zoli, Analyst - Emerging Markets, Moody's Investors ServiceHost: Scott Phillips, Associate Managing Director - Emerging Markets, Moody's Investors ServiceRelated research:Federal Reserve on hold for longer implies slower pivot to policy easing for some EMs

[3] RPI Conference 2023 - Jeff Deist - The US Dollar Weapon Of Mass Destruction by Ron Paul Liberty Report

Phnom Penh, Cambodia     I've been on a 90-day trip to every time zone around the globe. My mission is world peace through cultural exchange. I was sustainable when I could by using local transportation, buses, and trains. I was solo, carrying a small backpack, called a “personal item,” that fit under the seat in front of me on a plane.   In this episode, the FAQ is: Should I bring earplugs on my trip? . Today's Destination is Phnom Penh, Cambodia Today's Mistake- I left my phone at the bus office. Travel Advice: Keep a pen handy   FAQ: Should I bring earplugs on my trip?   Yes. You can first step away from the noise, turn the volume down, or try these tips to save your hearing. Noise-canceling headphones may be preferred, but you can use earplugs if traveling light. Do they work well? They are better than nothing. Here are three steps to using foam earplugs: Roll, pull, and hold. Roll them to fit your ear, pull back your ear, and then insert them until they fit comfortably. The show notes have tips to help you out.   https://www.youtube.com/watch?v=zM3R_1JceWo     Today's destination: Phnom Penh, Cambodia   …..before you go, read up on the region's history and try to understand the heartbreaking things that happened in this country. The country went through some tough years in the last century. They are a comparatively less developed country, but the people have hope for the future. Phnom Penh, Cambodia's capital, meets at the junction of the Mekong and Tonlé Sap rivers. Historically, it became a trading hub for the Khmer Empire and French colonialists. Listen to the Siem Reap podcast if you can later on.   I flew here from Ho Chi Minh City, but taking a bus and a lot cheaper would have been easy. Cambodia Angkor Airlines is reputed to have the best safety standards in the country, although I noticed that my plane was very seasoned. It was a much older model.   https://www.nomadicmatt.com/travel-guides/cambodia-travel-tips/phnom-penh/   US citizens need to apply for a Cambodia visa. Cambodia e-visa cost: The Total fee is USD 36, and the E-visa processing time takes 2 - 5 business days. I had to change the date of birth on my visa application, as it was incorrect, which was easy to accomplish. Between when I first submitted it and it printed out, the date got switched, so I fixed it ahead of time. Rice (bai) is the most essential food in the country, and more than 2,000 species once grew in Cambodia. There's hardly a dish that does not contain rice, including noodles made from rice, desserts, cakes, and alcoholic beverages, and no Khmer meal is complete without boiled rice.   Although Cambodia's official currency is the Riel, the US Dollar is used in most transactions, so I recommend taking some US Dollars in cash (with some small denomination notes).   The city's walkable riverfront is lined with parks, restaurants, and bars, including the ornate Royal Palace, Silver Pagoda, and the National Museum, displaying artifacts from around the country. At the city's heart is the Art Deco Central Market. I did a lot of mid-day walking along the river at Sisowath Quay, the most popular downtown promenade. There were few people there mid-day. It is scenic; you can see boats on the Tonle Sap River and look across a beautiful vista. Walk here between the Royal Palace and Wat Phnom.   My hotel in Phnom Penh was across the street from the Independence Monument and near the Cambodia Friendship Monument. They called it the Monument District. At night, the locals, by the hundreds, walked in a counterclockwise direction around the park to get some fresh air and exercise. It was a social experience, too. Families and singles all gathered here. I was part of the walk since I had been too hot to walk much during the day's heat.   The Independence Monument in Phnom Penh was built in 1958 to memorialize Cambodia's independence from France in 1953. It stands on a roundabout at the intersection of Norodom Boulevard and Sihanouk Boulevard in the city's center.   https://www.planetware.com/cambodia/phnom-penh-cam-1-2.htm   In the Khmer Rouge's Security Prison S-21, it was here that some of the regime's worst torture atrocities were carried out. More than 17,000 people passed through these gates between 1975 and 1978, accused of betraying the revolution in some way. The Tuol Sleng Museum was where prisoners were housed, a former school. You can see photographs of what happened here. You can walk through the prison rooms, formerly classrooms. It's two stories, with offices and rooms with evidence of those killed. The detailed notes and photographs remain along with some of the remnants of furniture and statues of those who died. I took a tuk-tuk to visit this sad place at Street 113, Phnom Penh. I was unhappy but hopeful for a better future when I left here. Today's Mistake- I left my phone at the bus office.   While waiting for the bus, I entered the station and met the people working for the bus tour company. I had about an hour to wait, so I said hi and then sat down to relax from the sun. What I forgot at the desk was my phone. About ten minutes later, the driver arrived and said it was time to board the bus. In my rush, I left my phone on the desk. We started down the road, and then I remembered, so I told the tour guide I needed to get out. He said he would call and make sure they had it, and we would soon go back for it after we dropped someone at the hospital. I thought that was strange, but that's precisely what happened. That was my second time leaving my phone behind on this trip. I was learning a lesson again. Not to leave my phone anywhere. Don't be like me. I was lucky. You may not be so fortunate.   Today's Travel Advice-Keep a pen handy   In today's world of digital technology, one thing you will still need is a pen. There will be a time you need to write down something to remember. It could be a code, a phone number, or a key phrase. Keep something to write with nearby.     I want to bring meaning to your travels. Send a question or travel tip to info@drmarytravelbest.com. Sign up for the mailing list here. We can connect on my website, Facebook page, group, or Instagram. Subscribe to YouTube, Twitter, or other social channels. Find the 5 Steps to Solo Travel series on Amazon. The show notes have more details for you to connect. Support this podcast with a review, please.   Connect with Dr. Travelbest Drmarytravelbest.com Dr. Mary Travelbest Twitter Dr. Mary Travelbest Facebook Page Dr. Mary Travelbest Facebook Group Dr. Mary Travelbest Instagram email: info@drmarytravelbest.com Dr. Mary Travelbest Podcast Dr. Travelbest on TikTok Dr.Travelbest onYouTube

Bitcoin erreicht neue Höhenflüge. Die Auslöser dafür, vielfältig: Wir gehen allen auf den Grund. Und der Frage: Wie gehts weiter?

In der Mittagsfolge begrüßen wir heute Prof. Dr. Martin Stuchtey, Co-Founder von The Landbanking Group, und sprechen mit ihm über die erfolgreich abgeschlossene Seed-Finanzierungsrunde in Höhe von 11 Millionen US-Dollar.The Landbanking Group hat eine Plattform namens Landler.io entwickelt, die es Landbewirtschaftenden ermöglicht, Einkommen aus anfallenden natürlichen Ressourcen zu erzielen. Sie ist somit eine Verwaltungs- und Investitionsplattform für Naturkapital wie biologische Vielfalt, Kohlenstoff, Boden und Wasser. Sie soll mit den neuesten wissenschaftlichen Erkenntnissen und Rechnungslegungspraktiken eine kohärente und transparente Möglichkeit schaffen, in Naturkapital zu investieren. Die Plattform verbindet Erdbeobachtung, digitale In-situ-Daten, maschinelles Lernen und dezentralisierte Ledger-Technologie, um jedes Naturkapital des Planeten zu bewerten. The Landbanking Group wurde im Jahr 2022 von Prof. Dr. Martin Stuchtey und Dr. Sonja Stuchtey in München gegründet. Seit seiner Gründung ist das Unternehmen auf ein internationales Team aus 40 Expertinnen und Experten für Ökologie, Ökosystemmodellierung und Datenwissenschaft, KI, Technik, Finanz-Engineering sowie Unternehmensaufbau angewachsen. Es konnte bereits zahlreiche Partnerschaften mit u.a. Capitals Coalition, Nature Finance, Cool Farm Alliance oder ETH Zürich Seed/Crowther Lab eingehen.Nun hat das Münchner Öko-FinTech in einer Seed-Runde 11 Millionen US-Dollar eingesammelt. Zu den Kapitalgebern zählen BonVenture, Fonds 4P Capital, Vanagon und Planet A. Darüber hinaus beteiligen sich das SUN-Institut der Deutschen Post Stiftung und Business Angels wie André Hoffmann, Prinz Maximilian von Liechtenstein, Alexa Firmenich, Jan-Hendrik Goldbeck und Fabian Strüngmann an der Runde. Das frische Kapital ermöglicht der Landbanking Group, seinen Kundenstamm in der Agrar- und Lebensmittelindustrie zu erweitern und neue Märkte in den Bereichen Infrastruktur, Energie und Finanzen zu erschließen. Außerdem soll die Palette der Überwachungsmodelle der Plattform um mehr Biome und Ökosystemdienstleistungskategorien erweitert werden.