Podcasts about us treasuries

Gold could be heading to $10,000 as central banks move away from US Treasuries and the global monetary system begins repricing hard assets. Scott Bessent just valued America's Fort Knox gold at more than $1 trillion—raising major questions about a gold revaluation, the US dollar, inflation, capital flows and what comes next for Bitcoin.SPONSORS

A month after the year's most hyped listing, nearly everyone who bought SpaceX and held is underwater — and with the 180-day lock-up now gone, Simon Brown explains why insider selling is only getting started. He then tours the week's biggest moves: Apple's copyright lawsuit against OpenAI and what it means for hardware and an IPO, Purple Group buying Telescope AI to strengthen EasyEquities, oil climbing back into the 80s as Middle East peace talks stall, De Beers closing its last South African mine, and Sappi languishing at 1998 levels. He closes on a US 10-year yield near 4.6% and the start of a US earnings season priced for 23–24% EPS growth. Topics: SpaceX, OpenAI, Apple, Purple Group, Telescope AI, Brent oil, De Beers, Sappi, Mpact, US Treasuries, bank earnings. WorldWideMarkets is part of JustOneLap.com.

US stock indices closed lower on Monday amid weakness in chipmakers and a deteriorating macroeconomic backdrop. The S&P 500 fell 0.8%, the Nasdaq 100 lost 1.9%, and the Dow dropped 138 points. Chipmakers sank on persistent concerns that AI hyperscalers will be forced to scale back spending on AI infrastructure. SK Hynix ADRs fell 8.6% after surging 13% in their debut on Friday, as a Korean brokerage warned the company could miss its next earnings expectations. Nvidia shed 3.5%, Broadcom was down 4%, AMD retreated 4.2%, and Intel fell 6.1%, while memory producers Sandisk and Micron lost 12.6% and 4.3%, respectively. Stocks in other sectors also declined alongside US Treasuries after President Trump said the US would reinstate the blockade of Iranian ships in the Strait of Hormuz, escalating the conflict and raising the risk of energy-driven inflation. Major banks fell ahead of this week's earnings, with JPMorgan down 0.6%, Bank of America falling 0.3%, and Goldman Sachs losing 0.9%.SPI down 8 - Resources under pressure.Marcus Today – Daily Market InsightsMarcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.If you'd like to go further:Start a free 14-day trial of Marcus Today http://bit.ly/mt-trial-podcastJoin Marcus Today Use code MTPODCAST for 10% off http://bit.ly/mt-join-podcast-offerMT20 – Managed ETF Portfolio A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing. http://bit.ly/mt20-podcastPrinciples – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. http://bit.ly/mt-principles-podcast—Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.

The inaugural CPAC UK runs from July 16-18 in London. Speakers include the former PM, Nigel Farage, Jacob Rees Mogg and Yours Truly . No Count Binface as far as I'm aware. Flying Frisby readers can get 25% off with this link.A few weeks ago Josh from the Pure Gold Company asked if I'd be interested in recording some long-form interviews. It sounded like a good idea, so at ARC a fortnight ago we sat down and recorded six conversations. Season One, if you like.The focus is not just gold or markets, although they feature prominently. They are about the forces shaping the world: money, debt, geopolitics, technology, energy, incentives. You name it.I'll be running the interviews here on The Flying Frisby, on YouTube via Money Markets & More, and as podcasts on Spotify, Apple Podcasts and the other major platforms.My hope is to make this a regular Sunday feature and, over time, build a library of conversations that remains valuable long after the headlines have faded.I hope you enjoy them.(And if you do enjoy them, please share them and let me know who you'd like me to interview next).To kick things off my first guest is Luke Gromen. Luke has been ahead of the curve on debt, fiscal dominance, the bond market and gold for a long time, and in this conversation he explains the bind facing the Federal Reserve, why markets may no longer be as free as we like to think, and why foreign central banks are buying gold instead of US Treasuries.We also discuss the reindustrialisation of America, why reversing decades of offshoring is likely to be inflationary and why China does not want the yuan to become a straight replacement for the dollar. You can read Luke's letter, the Forest for the Trees, here.My thanks go to Josh, Rachel Eyres, the Pure Gold Company for making these interviews possible. If you live in a third world country such as the UK, I urge you to own gold or silver. The pound will be further devalued, as will the euro and dollar. The bullion dealer I use and recommend is The Pure Gold Company. They deliver to the UK, the US, Canada and Europe. More here.Coming up soon we have* Liv Boeree* Steve Baker* Toby Young* Francis Foster* Toby BaxendaleThis interview was filmed at ARC 2026 in association with The Pure Gold Company. Nothing in this programme is intended as investment advice. It is an expression of opinion only. We do not know your financial circumstances. Do your own research.And …The Secret History of Gold is getting rave reviews and is available around the world at all good bookshops. The audiobook is especially popular. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.theflyingfrisby.com/subscribe

The inaugural CPAC UK runs from July 16-18 in London. Speakers include the former PM, Nigel Farage, Jacob Rees Mogg and Yours Truly . No Count Binface as far as I'm aware. Flying Frisby readers can get 25% off with this link.A few weeks ago Josh from the Pure Gold Company asked if I'd be interested in recording some long-form interviews. It sounded like a good idea, so at ARC a fortnight ago we sat down and recorded six conversations. Season One, if you like.The focus is not just gold or markets, although they feature prominently. They are about the forces shaping the world: money, debt, geopolitics, technology, energy, incentives. You name it.I'll be running the interviews here on The Flying Frisby, on YouTube via Money Markets & More, and as podcasts on Spotify, Apple Podcasts and the other major platforms.My hope is to make this a regular Sunday feature and, over time, build a library of conversations that remains valuable long after the headlines have faded.I hope you enjoy them.(And if you do enjoy them, please share them and let me know who you'd like me to interview next).To kick things off my first guest is Luke Gromen. Luke has been ahead of the curve on debt, fiscal dominance, the bond market and gold for a long time, and in this conversation he explains the bind facing the Federal Reserve, why markets may no longer be as free as we like to think, and why foreign central banks are buying gold instead of US Treasuries.We also discuss the reindustrialisation of America, why reversing decades of offshoring is likely to be inflationary and why China does not want the yuan to become a straight replacement for the dollar. You can read Luke's letter, the Forest for the Trees, here.My thanks go to Josh, Rachel Eyres, the Pure Gold Company for making these interviews possible. If you live in a third world country such as the UK, I urge you to own gold or silver. The pound will be further devalued, as will the euro and dollar. The bullion dealer I use and recommend is The Pure Gold Company. They deliver to the UK, the US, Canada and Europe. More here.Coming up soon we have* Liv Boeree* Steve Baker* Toby Young* Francis Foster* Toby BaxendaleThis interview was filmed at ARC 2026 in association with The Pure Gold Company. Nothing in this programme is intended as investment advice. It is an expression of opinion only. We do not know your financial circumstances. Do your own research.And …The Secret History of Gold is getting rave reviews and is available around the world at all good bookshops. The audiobook is especially popular. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.theflyingfrisby.com/subscribe

Gold is currently the number one reserve asset of central banks. It has superseded US Treasuries." – Nomi PrinsAt the Rick Rule conference in Boca Raton, Florida, Daniela Cambone sat down with Nomi Prins, who predicts gold will hit $6,000 by year-end, fueled by central bank buying, algorithm-driven shakeouts, and falling inflation.

With a focus on macro fundamentals and careful asset allocation, Maybank chief investment officer (CIO) Eddy Loh is helping investors navigate uncertain markets. He talks to BT’s Ben Paul about the next leg of the AI theme, what geopolitical tensions mean for markets, the role of gold as a risk mitigator, and why he is optimistic about Singapore and Malaysia. Highlights of the podcast: 05:37 AI theme: Looking beyond the chip boom 07:53 Geopolitics: Energy, defence and China 15:22 Mitigating risk: Gold versus US Treasuries 21:20 Asean: Betting on Singapore and Malaysia --- Send your questions, thoughts, story ideas, and feedback to btpodcasts@sph.com.sg. --- Written and hosted by: Ben Paul (benpaul@sph.com.sg) With Eddy Loh, chief investment officer for Group Wealth Management, Maybank Edited by: Howie Lim & Claressa Monteiro Produced by: Ben Paul, Howie Lim & Chai Pei Chieh A podcast by BT Podcasts, The Business Times, SPH Media Follow BT Correspondents: Channel: bt.sg/btcobt Amazon: bt.sg/btcoam Apple Podcasts: bt.sg/btcoap Spotify: bt.sg/btcosp YouTube Music: bt.sg/btcoyt Website: bt.sg/btcorresp Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party’s products and services. Please consult professional advisors for independent advice. --- Discover more BT podcast series: BT Money Hacks: bt.sg/btmoneyhacks BT Podcasts: bt.sg/pcOM BT Market Focus: bt.sg/btmktfocus BT Lens On: bt.sg/btlensonSee omnystudio.com/listener for privacy information.

Every popular stablecoin — Tether, USDC — is ultimately backed by US Treasuries, which means a handful of entities can freeze, seize, or censor your funds at will. In this conversation, David Seroy of Alpen Labs explains to Bitcoin Magazine's Shinobi why a Bitcoin-backed stablecoin is the credible alternative the space has been missing. They cover the immutable Liquity protocol, Bitcoin ZK rollups, and how to mint a dollar that inherits Bitcoin's security.Grab your copy THE 2036 ISSUE

US equity futures are softer, with the S&P 500 down. Bond yields show a mixed picture as US Treasuries rise along the curve following Friday's public holiday. The Bund is down 1 bp at 3%, while the benchmark Gilt is up 1 bp at 4.9%. The US dollar is firmer. Oil prices edged slightly higher, with WTI crude trading near $76/bbl. Gold is lower, industrial metals are advancing, and Bitcoin is softer. US and Iran held high level talks in Switzerland focused on issues including nuclear deal, keeping Strait of Hormuz open, release of frozen assets, and enforcing Lebanon ceasefire. Both sides described progress in talks, which are set to resume Monday. Volatile backdrop to the negotiations after Trump threatened to relaunch strikes and Iran declared Strait of Hormuz closed amid tensions over continued fighting in Lebanon.Companies Mentioned: Nextpower, Arcosa, Vale

Kia ora. Welcome to Tuesday's Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand. I'm David Chaston and this is the international edition from Interest.co.nz. Today we lead with news the Swiss talks between the US and Iran seem to have made progress overnight, from Iran's point of view at least. The fighting in Lebanon has abated. Oil prices have fallen following the 60 days peace deal roadmap is still in place. To keep the momentum, the US Treasury Department has agreed it will not enforce their sanctions on the production, delivery and the sale of Iranian oil - for at least these 60 days. But of course, Iran has been selling oil before and after these sanctions, although it just got easier for them. Having noted that news, ship traffic in the Strait of Hormuz has in fact changed little so far. Over 400 ships are waiting for confirmed safety before their owners will move them. And in turn, they are waiting for insurers to price their cover at more normal terms. In the US, the Fed is actively assessing how its global dominance in financial markets can be enhanced by linking US Treasuries to USD stablecoins. And staying in the US, we should probably note that Alan Greenspan, who led the US Fed from 1987 to 2006, has died, aged 100. His legacy is controversial, being the originator of "whatever it takes" (The Greenspan put), and which many say led to the ensuing real estate bubbles worldwide. Canada's May CPIcame in at 3.2%, higher than expected and the most since December 2023. Driving the rise was fuel costs of course. On a core basis this inflation is running at 2.2%, about what was expected and only marginally different o April's level. The Chinese central bank has kept its key lending rates (Loan Prime Rates) at record lows for a 13th straight month in its June review. Chinese economic momentum has recently sputtered, delivering mixed economic data, so this cautious no-change was widely expected. Meanwhile China's foreign direct investment indicates significant struggles in attracting and keeping investors from outside the country. On a year-to-date basis, FDI fell -8.3% in yuan terms, down -3.1% in USD terms. But the May activity is much weaker coming it at just a third of year-ago levels and the net was a very minor +US$6.3 bln this year. So far in 2026, these levels are the weakest in at least ten years, probably longer, continuing a trend that is off its 2022 peak. They often talk about 'opening up' but for the past three years they have been shunned and those initiatives are failing. In Europe, consumer sentiment has recovered some in June after their deeply negative fall in May. But it is only a minor recovery and remains deeply negative. In Australia, their housing market is slowing noticeability. This past week and weekend their auction clearance rate fell below 50% and to its lowest in six years. In Brisbane it got as low as 33%. In Sydney it was 47.4%. In Melbourne it was 50.6%. Prices are in a falling trend too. And in spite from the full-court press vested business interests have made against recent Canberra budget moves that affect housing, it looks like voters approve. The UST 10yr yield is now just on 4.51%, up +2 bps from this time yesterday. The price of gold has held at US$4180/oz, up a net +US$25/oz from yesterday. Silver is at US$65.50/oz, up +50 USc from yesterday. Oil prices are down -US$4 from yesterday at just under US$73.50/bbl in the US, while the international Brent price is now just on US$77.50/bbl. Hormuz transits are staying modest up with 10 crude or product tankers exiting over the past 24 hours (3 dark with transponders off) and 10 entering for new loads (2 dark). Most are ships heading for China and India. (Normal is 60 in each direction.) The Kiwi dollar is down -30 bps from this time yesterday at just on 57.1 USc. Against the Aussie we are also down -30 bps at 81.6 AUc. Against the euro we are staying lower at just on 50 euro cents. That all means our TWI-5 starts today at just over 60.9 which is down -30 bps from yesterday, and the lowest since November 2025 The bitcoin price starts today at US$63,388 and up +0.4% from this time yesterday. Volatility over the past 24 hours has been moderate at just over +/- 1.8%. You can get more news affecting the economy in New Zealand from interest.co.nz. Kia ora. I'm David Chaston and we'll do this again tomorrow. Audio soundtrack opening is licensed from Shutterstock, Track 1219389 Monetization ID TFGEPGEI0LHEIJAI

In this episode of Crazy Wisdom, Stewart Alsop sits down with Akin Kadioglu, cofounder of Bondi Finance, to unpack the wild world of tokenized corporate bonds and what it actually takes to bring traditional finance onto the blockchain. They trace the regulatory maze from Bermuda's segregated accounts structure to the global competition between nation states racing to build the best tokenization frameworks, then widen the lens to cover the Genius Act and stablecoin politics, why America's biggest companies have stopped going public, the techno feudalism reshaping Silicon Valley, China's strategy of copying and scaling rather than innovating, and a deep dive into emerging market bonds, default risk, and why countries like Turkey, Mexico, and Indonesia might be more investable than people assume. Find Akin on Twitter at @kadiogluakin, and check out his work at Bondi Finance, bondifinance.io.Timestamps00:00 Tokenization of corporate bonds and Bermuda's regulatory structure05:00 Global tokenization frameworks and the Genius Act's impact on stablecoins10:00 Anthropic's secondary markets, private capital, and why big companies avoid IPOs15:00 Techno feudalism, Silicon Valley's clergy class, and China's distillation strategy20:00 RISC-V, open source robotics, and the AI monopoly risk25:00 American gridlock, constitutional spirit, and crypto as freedom from centralization30:00 Argentina's 2001 default, dollar pegging, and Milei's deficit cuts35:00 Carry trades, US treasury rates, and inflation in emerging economies40:00 Sovereign versus corporate bonds and tokenization's $38 trillion opportunity45:00 Investment grade versus junk bonds and zero default risk explained50:00 Bond credit ratings, Yankee and Samurai bonds, and top emerging market picksKey InsightsTokenization's biggest obstacle isn't technology, it's sovereignty. Akin argues that nation states resist giving tokenized assets the same ownership rights as traditional securities because they're hesitant to cede authority to neutral blockchains, even when the underlying infrastructure already works.The Genius Act protected banks more than it empowered crypto. By separating yield bearing stablecoins from non yield bearing ones, regulators effectively let banks keep customers from earning interest outside traditional savings accounts, a quiet but consequential win for legacy finance.America's biggest companies are opting out of public markets. Stripe, Anthropic, OpenAI, and SpaceX have stayed private far longer than past generations of breakout companies, raising real questions about whether venture capital has replaced the public markets that once defined American finance.Silicon Valley's elite increasingly resemble a modern clergy. Akin frames the founders and labs that gatekeep advanced AI knowledge as inheritors of a medieval power structure, where access to "secret knowledge" converts directly into capital and influence over everyone else.China wins by scaling, not innovating. Rather than leading at the frontier, China consistently lets American labs take the first step, then copies and mass produces at a fraction of the cost, a strategy Akin sees playing out in everything from manufacturing to AI models.Not all bonds carry the same kind of risk. Akin draws a sharp distinction between bonds with zero tail risk, like US treasuries denominated in their own currency, and corporate or foreign currency sovereign bonds, where default is always possible no matter how strong the issuer looks.Emerging market ratings can be misleading. A BB rated company in an emerging market may have a lower default rate than a BBB rated US company, since emerging market firms typically need far more financial maturity just to access public bond markets in the first place.

In this week's Live from the Vault, Andrew Maguire outlines how recent market volatility has masked record central bank accumulation of gold and silver, as governments worldwide accelerate their conversion of dollar reserves into bullion.With Shanghai premiums hitting their highest level since 2008 and the Fed left as the only central bank still defending the dollar against gold, Andrew makes the case for why a sharp, physically driven rally in both metals is now firmly in place. Send your questions to Andy here: https://www.speakpipe.com/LFTVTimestamps: 00:00 Start02:01 Central banks capitalise on recent volatility to accumulate physical gold05:39 UAE exit from OPEC and what it means for the petrodollar09:47 Gold overtakes US Treasuries as the top central bank reserve asset14:04 Why the Fed is the only central bank still defending the dollar against gold20:34 Chart footprints: where unleveraged physical buying overran leveraged sellers27:08 Shanghai gold premium hits largest level since November 200832:07 How the Fed used borrowed gold to fuel momentum short selling36:18 No leveraged longs left - what that means for gold and silver Sign up for Kinesis on desktop:https://kinesis.money/mr-k-gold-savings/Download the Kinesis Mobile app - available App Store and Google Play:Apple: https://kms.kinesis.money/signupGoogle: https://play.google.com/store/apps/de...Also, don't forget to check out our social channels where you can stay up to date with all the latest news and developments from the team.X:   / kinesismonetary  Facebook:   / kinesismoney  Instagram:   / kinesismoney  Telegram: https://t.me/kinesismoneyTikTok:   / kinesismoney  The opinions expressed in this video by Andrew Maguire and any guest are solely their own and do not reflect the official policy, position, or views of Kinesis. The information provided is for general informational purposes only and does not constitute investment advice, financial advice, or any other type of professional advice.Viewers are encouraged to seek independent financial advice tailored to their individual circumstances before making any decisions related to the gold market or other investments. Kinesis does not accept any responsibility or liability for actions taken based on the content of this video.

In this week's Live from the Vault, Andrew Maguire explains why gold futures markets are now visibly breaking down, as China steadily corners the physical gold market while central banks worldwide accelerate accumulation at an unprecedented scale.The precious metals expert outlines why he believes the largest transfer of physical gold and silver ever recorded is already underway, as gold continues to trade below its physical equilibrium price and silver has yet to reflect true demand. Andy's Bart Chiltern Interview: https://youtu.be/lJ5wpWkdpjw?si=yatiUhAL6Skt_QKb Send your questions to Andy here: https://www.speakpipe.com/LFTVTimestamps: 00:00 Start01:29 How gold futures markets were designed to suppress the gold price08:00 The 200-day moving average - what it really represents and who uses it14:37 Basel III accelerates the breakdown of 50 years of gold price management20:11 How speculative positions drive gold above and below its real value28:38 Position limits, exemptions and who really controls the gold market35:17 Gold overtakes US Treasuries as the largest central bank reserve asset42:43 China's physical demand drives silver higher as leveraged sellers lose control Sign up for Kinesis on desktop:https://kinesis.money/mr-k-gold-savings/Download the Kinesis Mobile app - available App Store and Google Play:Apple: https://kms.kinesis.money/signupGoogle: https://play.google.com/store/apps/details?id=com.kinesis.kinesisappAlso, don't forget to check out our social channels where you can stay up to date with all the latest news and developments from the team.X: https://twitter.com/KinesisMonetaryFacebook: https://www.facebook.com/kinesismoney/Instagram: https://www.instagram.com/kinesismoney/Telegram: https://t.me/kinesismoneyTikTok: https://www.tiktok.com/@kinesismoneyThe opinions expressed in this video by Andrew Maguire and any guest are solely their own and do not reflect the official policy, position, or views of Kinesis. The information provided is for general informational purposes only and does not constitute investment advice, financial advice, or any other type of professional advice.Viewers are encouraged to seek independent financial advice tailored to their individual circumstances before making any decisions related to the gold market or other investments. Kinesis does not accept any responsibility or liability for actions taken based on the content of this video.

Gold, Staatsanleihen, der US-Dollar – wenn es an den Märkten kracht, soll genau hier das Geld in Sicherheit liegen. Nur sind diese „sicheren Häfen" gerade gar nicht mehr so sicher. Was tun, wenn der Rettungsanker selbst zu schwanken beginnt? Tanja Siegrist steuert als Senior Portfolio Managerin im Multi-Asset-Team der DWS Geld durch genau diese Lage: Iran-Krieg, Druck auf die Fed-Unabhängigkeit, explodierende Staatsschulden – mehrere Schocks gleichzeitig in einem Portfolio. Im Gespräch mit Christoph Fröhlich erklärt sie, warum sie ihre Goldquote ausgerechnet jetzt reduziert hat, weshalb die Notenbanken inzwischen mehr Gold als US-Treasuries halten und ob die alte 60/40-Regel ausgedient hat. Eine Folge für alle, die wissen wollen, wo man noch investiert, wenn nichts mehr wirklich sicher ist – und warum „Time in the Market" am Ende vielleicht der einzige verlässliche Hafen bleibt.

Derren Geiger - CEO of Cornerstone Acquisition & Management returns to the podcast to breakdown the global macro scene and it's impact on the oil & gas minerals and nonop space. In particular, Derren opines on the status quo of the Petro Dollar, waning demand for US Treasuries, and the trickle-down effect of the Ukraine and Iran Wars on globally traded commodities.**Disclaimer: This podcast is meant for informational purposes only and does not constitute investment advice. A big thanks to our 3 Minerals & Royalties Podcast Sponsors:--Tokenized Energy: If you are interested in allocating capital to oil & gas minerals, royalties, and nonop assets in order to earn digital mailbox money, then visit www.tokenizedenergy.com or download the Tokenized Energy app for your Apple or Android phone.--Tracts: If you are interested in learning more about Tracts title related services and software, then please call 281-892-2096 or visit https://tracts.co/ to learn more.--Farmers National Company: For more information onFarmer's land management services, please visit www.fncenergy.com or email energy@farmersnational.com

Former AFL champion turned macro investor Chris Judd returns to unpack the biggest forces shaping markets right now. From the Iran conflict and energy security to the AI arms race, US interest rates, gold and Australia's productivity problem, Chris explains where he thinks consensus is getting it wrong and how he's positioning the Cerutty Macro Fund to take advantage of the next wave of macro trends.In this episode:00:00 – Chris changes his view on Australian small caps03:24 – Iran, the Strait of Hormuz and why energy matters08:07 – Is Australia at the top of the rate cycle?09:24 – Why Chris disagrees with consensus on US rates13:54 – The real bubble is in bonds19:17 – Will AI create a productivity boom?24:07 – Positioning the portfolio for the AI race31:23 – Australia's gas tax and energy policy debate35:51 – Gold, central banks and sovereign reserves41:23 – The most overlooked investment themes43:47 – The best business Chris has ever seen: Tether45:33 – Why Claude is his investing tool of choice46:19 – Final investing advice: know your game ETFs & stocks mentioned: Gold, Oil, Natural Gas, Copper, Uranium, Helium, Sulphur, Bitcoin, Micron Technology (NASDAQ: MU), Google (NASDAQ: GOOGL), Meta Platforms (NASDAQ: META), Amazon (NASDAQ: AMZN), OpenAI, Anthropic, SpaceX, Zoom Communications (NASDAQ: ZM), SK Telecom (NYSE: SKM), Lynas Rare Earths (ASX: LYC), Santos (ASX: STO), BHP Group (ASX: BHP), Ramelius Resources (ASX: RMS), Tether, US Treasuries, US DollarFor Flowpower, go to flowpower.com.au/residential/equitymates and use code EM50 to score an extra $50 welcome credit when you sign up to Flow Power. T&Cs apply.———Want to get involved in the podcast? Record a voice note or send us a messageAnd come and join the conversation in the Equity Mates Facebook Discussion Group.———Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we've got you covered.Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)We're particularly excited to share our latest show: Basis PointsListen to the podcast (Apple | Spotify)Watch on YouTubeRead the monthly email———Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRResearch reports from Good ResearchTrack your portfolio with Sharesight———This podcast is intended for education and entertainment purposes only. Any advice is general advice and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If unsure, speak to a financial professional. The host of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares Group but maintains editorial independence and operates under Australian Financial Services licence 540697. Hosted on Acast. See acast.com/privacy for more information.

The economy is not crashing. It is freezing. In this episode of The Higher Standard, Chris and Saied break down the Fed's Beige Book, a bifurcated consumer, sticky inflation, margin-squeezed businesses, and a labor market that has become low-hire, low-fire. Then the conversation turns to the real insanity: Treasury buybacks, Bitcoin liquidations, Ethereum weakness, gold replacing U.S. Treasuries as the world's top reserve asset, and SpaceX preparing for a historic IPO at a $1.77 trillion valuation. The question is simple: are we watching the next great technological leap forward, or the biggest liquidity-driven rug pull of all time?

Send us Fan Mail◆ Credit card ABS grows as securitization sets off for Barcelona ◆ What can scupper insurance tier two spree ◆ SSAs appear unwilling to test Treasury spread recordA deal from Vanquis Bank, a securitization of credit card receivables, is the latest deal in a revival of an asset class that has been morinund since the 2008 financial crisis. We examine why this market is making a comeback now and what makes it different this time. We also discuss our sister podcast, Another Fine Mezz's plans for a live show at next week's Global ABS event in Barcelona, which is the major industry gathering for the European securitization industry, and look ahead to the conference.Insurance companies have been on a spree of tier two issuance lately. We explain why and discuss why investors might be reaching their limit and what issuers can do about it.Finally, we return to a hot topic from last week's show — whether a public sector bond issuer can price a deal at a tighter yield than US Treasuries. It appears that there is some reticence among issuers to be the first, even though doing so would be a major milestone. We examine why that is and explain why it might still happen over the summer anyway.Now read on:Vanquis fuels bank-led credit card ABS comebackInsurer tier two parade begins to test investors' limitsOn the banks of the Rubicon: hopes for an SSA to price through Treasuries fadePricing an SSA through Treasuries would be a warning not a trophy

BUY GOLD & SILVER HERE: https://firstnationalbullion.com/schedule-consult/ Avoid CBDCs! HELP SUPPORT US AS WE DOCUMENT HISTORY HERE: https://gogetfunding.com/help-keep-wam-alive/# Josh Sigurdson talks with Mark Gonzales about the "flippening" of gold and treasuries as we see for the first time ever, gold making up a larger percentage of foreign reserves than US treasuries. The European Central Bank reported this week that gold has overtaken US treasuries internationally. Gold holdings are at 27% while US treasuries are at 22%. This is a sign of a massive shift away from the US hegemony system while at the same time a sign of a massive move towards gold and precious metals in general. In this video, Mark delves into what this actually means to treasuries, the US economy and of course gold and silver. Simultaneously we have once again word from President Trump that he wants a full physical audit of Fort Knox. This comes as multiple countries attempt to repatriate their gold. This includes France which interestingly was a major reason the US went off the gold standard in the 1970s into the fiat system. President Charles de Gaulle in 1969 demanded France's gold back. The US didn't actually have that gold. Nixon paid them back in debt during the transfer into the fiat system. Interesting to see such history rhyme in this way. It is highly unlikely Fort Knox has the gold they claim they do. This could lead to the market recognizing vast volumes of scarcity. What does all of this mean for you? We break this down in the video. Prepare yourselves! Stay tuned for more from WAM! GET 10% OFF ON SHILAJIT FROM DR. KAUFMAN WHEN YOU USE CODE WAM10 HERE: https://medauthentica.com/discount/WAM10?redirect=/products/authentica-shilajit%3Fsca_ref=10867124.wrNV3jkYSaMg9 GET HEIRLOOM SEEDS & NON GMO SURVIVAL FOOD HERE: https://heavensharvest.com/wam USE Code WAM to save 25% plus free shipping! USE Code WAM50 for 50% off on select items like the #10 cans & MRE packs! GET YOUR WAV WATCH HERE: https://buy.wavwatch.com/WAM Use Code WAM to save $100 and purchase amazing healing frequency technology! GET YOUR APRICOT SEEDS at the life-saving Richardson Nutritional Center HERE: https://rncstore.com/r?id=bg8qc1 Use code JOSH to save money! Get Your SUPER-SUPPLIMENTS HERE: https://vni.life/wam Use Code WAM15 & Save 15%! Life changing formulas you can't find anywhere else! Get local, healthy, pasture raised meat delivered to your door here: https://wildpastures.com/promos/save-20-for-life/bonus15?oid=6&affid=321 USE THE LINK & get 20% off for life and $15 off your first box! DITCH YOUR DOCTOR! https://www.livelongerformula.com/wam Get a natural health practitioner and work with Christian Yordanov! Mention WAM and get a FREE masterclass! You will ALSO get a FREE metabolic function assessment! PayPal: ancientwonderstelevision@gmail.com FIND OUR CoinTree page here: https://cointr.ee/joshsigurdson PURCHASE MERECHANDISE HERE: https://world-alternative-media.creator-spring.com/ JOIN US on SubscribeStar here: https://www.subscribestar.com/world-alternative-media For subscriber only content! Pledge here! Just a dollar a month can help us alive! https://www.patreon.com/user?u=2652072&ty=h&u=2652072 BITCOIN ADDRESS: 18d1WEnYYhBRgZVbeyLr6UfiJhrQygcgNU World Alternative Media 2026

Savage speaks with Shannon Davis, CEO of American Alternative Assets, about retirement savings trapped inside a collapsing debt system. They discuss why gold and silver remain outside the printing presses, the pressure from America's $39 trillion debt, and how rising bond rates hit regular families through mortgages, credit cards, car loans, and inflation. Davis explains why retirement accounts may not be truly diversified if everything is still tied to the dollar, and Savage warns about runaway spending, currency revaluation, and the dangers of trusting banks with your financial future. Learn why physical precious metals offer control, privacy, and peace of mind in an age of debt, inflation, and digital uncertainty. Talk to precious metals specialists who understand the Great Gold Reset. Call (855) GOLD-099 or go to GetSavageGold.com.

President Donald Trump has signed an executive order that creates a “voluntary framework” for the US to gain early access to cutting-edge AI models, and the conviction of short seller Andrew Left may change how investors take positions. Plus, gold has overtaken US Treasuries as the world's top reserve asset, and we'll look at how Deutsche Bank moved past its reputation as the sick bank of Europe. Mentioned in this podcast:Donald Trump signs watered-down AI vetting order after Maga infightingShort seller Andrew Left found guilty of securities fraudGold replaces US Treasuries as world's top reserve asset, ECB saysHow Deutsche Bank learned to stop chasing AmericaShipping tycoon prefers $200,000 fee to cross Strait of Hormuz to ‘this hassle'Want to get in touch? Email us at podcasts@ft.comNote: The FT does not use generative AI to voice its podcasts The FT News Briefing is produced by Victoria Craig, Sonja Hutson, Saffeya Ahmed, Katya Kumkova, and Fiona Symon. It was edited and hosted by Marc Filippino. Our show is mixed by Sam Giovinco. Additional help from Gavin Kallmann, Michael Lello and David da Silva. Our intern is Cole van Miltenburg. Our executive producer is Topher Forhecz. 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.

Kia ora. Welcome to Wednesday's Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand. I'm David Chaston and this is the international edition from Interest.co.nz. Today we lead with news of a changing of the guard. Countries are moving away from US Treasuries as a core reserve asset, replacing it with gold. At the same time, crypto values including for bitcoin, seem to be fading fast. But first up today, there was a full dairy auction overnight, one that brought slightly lower overall prices, with the USD index falling -0.6% mainly on -3% lower SMP prices. Milk fat products like AMF. Butter and Cheddar all rose, offsetting the fall in powder prices. But the NZD has also strengthened, so the result in NZD terms was a -2.0% fall. A pull-back in demand from China is part of this story too. In the US, they reported a surge in April job openings, their most in 18 months, notably in California and other western states. It is a services related thing, with manufacturing jobs not really participating. Meanwhile, the US RCM/TIPP economic sentiment survey fell slightly in June from may, but to its lowest in two years. And the US Logistics Managers Index is showing the full impacts of the current supply-chain disruptions and stockpiling. It held in May at its highest since the pandemic stress period. It is increasing at an increasing rate for inventory costs, warehousing capacity, and freight prices. In China, we should note that it is wheat harvest season and that they expect a bumper result. At the same time, both Australian and US farmers are hesitating in their plans for wheat as high fertiliser and fuel costs threaten to make the prospects very uncertain. In the EU and as expected, CPI inflation firmed up to 3.2% in May from 3.0% in April. Their core inflation rose as well. It seems to be only about rising fuel costs at present with the spread wider quite limited. Will the ECB hike its policy rate on June 11? Markets are betting 100% it will. In Australia, they have slipped into their first trade deficit since 2017 in the March 2026 quarter. Exports of minerals fell (except for gold) while imports of data center equipment surged. Globally, it is worth noting again that aluminium, zinc, copper and tin are all now either at record highs or at post-pandemic highs. The UST 10yr yield is now just on 4.46%, down -1 bp from this time yesterday.  The price of gold will start today down -US$9 at US$4482/oz. Silver is down -50 USc at just over US$75/oz. Interestingly, an ECB analysis released overnight has highlighted that after the run-up in the gold price, at the same time as the value of US Treasuries fell, gold was the largest single asset held for 'foreign reserves'. (see Chart 7) Oil prices are up another +US$2 just under US$93.50/bbl in the US, while the international Brent price is now on US$96/bbl and up +US$1.50. Hormuz remains shut. The Kiwi dollar is lower from yesterday at this time at 59.2 USc, down -30 bps. Against the Aussie we are also down -40 bps at 82.5 AUc. Against the euro we are down -10 bps at just under 51 euro cents. That all means our TWI-5 starts today at just over 62.7 which is down -20 bps from yesterday. The bitcoin price starts today at just on US$67,464 and down a sharp -5.9% from this time yesterday and falling. Crypto funds are getting excess redemptions at present. Volatility over the past 24 hours has been high at just under +/- 3.5%. You can get more news affecting the economy in New Zealand from interest.co.nz. Kia ora. I'm David Chaston and we'll do this again tomorrow.

Konspirasi Dato Vida menyertai politik tanah air, Cik Pui Ting atau Deadpudds mempersoalkan tindakan MAHB dan isu yang melibatkan pasaran global secara menyeluruh iaitu berkaitan dengan pasaran Bon kerajaan amerika syarikat atau lebih dikenali sebagai US Treasuries.---------------Sembang KS ialah sebuah talk show di mana Zaidel akan berkongsi ringkasan berita semasa sebelum menyelami sesuatu isu dengan lebih mendalam.Topik yang dibincangkan merangkumi pelbagai bidang seperti sosial, politik, teknologi dan hiburan, disampaikan dengan gaya yang tajam, santai serta diperkaya dengan analogi yang pantas dan bersahaja.Misi kami adalah untuk memberi pencerahan dan kefahaman tentang isu-isu penting, sesuai ditonton sepanjang perjalanan dalam kesesakan lalu lintas waktu puncak di Malaysia.

USA und Deutschland im finanzpolitischen Vergleich. – Am 22. Mai hat Kevin Warsh sein Amt als neuer Vorsitzender der US Federal Reserve angetreten. Donald Trump hat in der Vergangenheit immer wieder Druck auf die US-Notenbank ausgeübt, ihre Zinsen kräftig zu lockern. Sollte die Fed dem nachgeben? Und wird sie es unter ihrem neuen Vorsitzenden tun? – In Europa haben sich mehrere Mitglieder des Zentralbankrates in den vergangenen Tagen dafür ausgesprochen, dass die Europäische Zentralbank (EZB) auf ihrer nächsten Sitzung am 11. Juni ihre Geldpolitik straffen sollte. Wie ist diese Forderung einzuordnen? Und wird die EZB dieser Forderung nachkommen? – Die Finanzmärkte erwarten derzeit, dass die EZB innerhalb der nächsten zwölf Monate ihren Einlagesatz mindestens zweimal, vielleicht sogar dreimal um jeweils 0,25 Prozentpunkte anheben wird. Welche Folgen hätte das für die Inflation und die Konjunktur? – Staaten finanzieren sich überwiegend über Steuern und über Staatsanleihen. Die Renditen für Staatsanleihen mit zehnjähriger Restlaufzeit gelten als wichtigste Bezugswerte für die Anleihemärkte insgesamt. Wie haben sich die Renditen für US Treasuries und für deutsche Bundesanleihen in diesem Jahr bislang entwickelt? Und wie wird diese Entwicklung in den nächsten zwölf bis 18 Monaten voraussichtlich weitergehen? – Mit den Renditen steigen die Kosten, zu denen Staaten sich an den Märkten Geld leihen können. Wie sehr sind die Staatsschulden in den USA und in Deutschland gestiegen? Wie lange können sich beide Staaten das noch leisten? Und wie unterscheiden sich die USA und Deutschland diesbezüglich. – Zu den expliziten Staatschulden kommen implizite Verbindlichkeiten hinzu, die weit höher sind. Was sind diese impliziten Staatsschulden? Und wie gefährlich sind diese?

This mega bubble may explode soon! Find out what it is as we talk growing market uncertainty driven by rising interest rates, inflation concerns, and global conflict, while warning investors about the risks developing in the bond market and increasingly narrow stock market leadership. We explore how higher Treasury yields, stubborn inflation, housing weakness, and mounting global debt pressures could impact both stocks and bonds, while also breaking down why investors should remain cautious despite strong performance in select sectors like semiconductors and AI. We cover consumer stress, leverage building in the markets, Japan's bond challenges, concerns surrounding global liquidity, and the importance of avoiding emotional reactions to sensational economic "chart crimes" and extreme market predictions. Today we discuss... Why rising Treasury yields and bond market volatility are becoming a major concern for investors. Inverted versus normal yield curves and what they signal about the economy and lending conditions. How higher oil prices and ongoing geopolitical conflict could keep inflation elevated. Concerns that higher interest rates could pressure both stocks and bonds at the same time. Why traditional diversification strategies are struggling in today's correlated market environment. How a small group of semiconductor and AI stocks are driving most of the stock market gains. The growing stress facing consumers from inflation, mortgage rates, and rising debt burdens. Weakness in the housing market and the impact of high mortgage rates on affordability. Concerns about China reducing its holdings of US Treasuries and the implications for bond markets. Japan's rising bond yields and the risks tied to global debt and liquidity markets. Whether current inflation trends could resemble the inflationary environment of the 1970s. Why many alarming economic charts online can be misleading "chart crimes" driven by correlation rather than causation. How government stimulus during COVID contributed to inflation by increasing consumer spending power. How inflation impacts everyday expenses like healthcare, childcare, education, and housing more than electronics or technology. Growing leverage and speculative behavior in global markets as investors chase returns. The role of the US dollar as a macroeconomic pressure gauge rather than a simple trading indicator. Why investors should stay cautious, avoid emotional reactions, and focus on risk management during uncertain market conditions.   Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | Mergent College Advisors Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter/X: https://x.com/MTIPodcast  For more information, visit the full show notes at https://moneytreepodcast.com/mega-bubble-may-explode-821 

"Rates are going higher. I think the ten-year is going to six percent. We're creating stagflation." – Todd "Bubba" Horwitz. PIMCO warns 2007-level treasury yields could pressure global markets as the new Fed chair signals more rate hikes ahead.

As Japanese yields spike and investors dump billions in U.S. Treasuries, Gareth Soloway joins Daniela Cambone to explain why the bond market may be flashing a major red signal.Questions on Protecting Your Wealth with Gold & Silver? Schedule a Strategy Call Here ➡️ https://calendly.com/itmtrading/podcastor Call 866-349-3310 

Scott Hennen and Jay Thomas team up for a high-stakes "Talk-a-Palooza" edition of What's On Your Mind. The duo breaks down the fireworks from the Fargo mayoral debate, analyzing the "warrior spirit" of the candidates and the critical importance of voter turnout in North Dakota's largest city. The conversation takes a global turn as tech innovator Arnie Bellini sounds the alarm on "digital World War III," detailing how China is using AI and "kill switches" in imported electronics to infiltrate US infrastructure. We also hear a victory story from a Kansas family fighting for privacy in elementary schools, a deep dive into the 30th anniversary of the movie Fargo, and a "Money, Markets, and Metals" update on why gold is currently outperforming the major stock indexes. Episode Highlights [00:02:30] – The Fargo Mayoral Breakdown Scott and Jay analyze the fallout from the Fargo theater debate. They discuss whether candidates are "splitting the conservative vote" and why Deputy Mayor Denise Colpack's "I'm not a liberal" defense is raising red flags for local voters. [00:11:15] – The 20% Problem A sobering look at the "elephant in the room": why only two out of ten eligible voters are showing up for local elections. Jay and Scott debate how to fix "voter checkout" and why school board races are the most important overlooked seats on the ballot. [00:15:30] – Cyber Warfare & The Trojan Horse Arnie Bellini, Chairman of ConnectSecure, explains the terrifying reality of digital espionage. He details how 50% of global mobile network chips are produced in China and the discovery of "kill switches" in imported electric transformers. [00:20:45] – Victory in the Heartland Constitutional lawyer Kim Hermann shares a major win for parental rights in Kansas. She details a three-year battle that reached the Department of Education's Office for Civil Rights, involving privacy protections for a first-grade girl. [00:22:45] – 30 Years of "Uff-Da" The hosts celebrate the 30th anniversary of the Coen brothers' masterpiece, Fargo. Listeners weigh in on whether the movie's iconic (and exaggerated) accents helped or hurt the region's global brand. [00:28:30] – Gold vs. The S&P 500 David Fisher from Landmark Gold provides a startling comparison: while the S&P 500 is up 3.8% year-to-date, gold and silver are surging at nearly 10%. Fisher explains the "compressing safety premium" and why foreigners are starting to view US Treasuries as a "guaranteed loss." [00:31:15] – Trump's Social Media Victory…

Zhan Chen, Associate Director, Market Practice and Regulatory Policy, updates on ICMA's engagement with the U.S. Securities and Exchange Commission regarding the U.S. Treasury clearing mandate, highlighting cross-border implementation challenges, supporting proposed exemptions to limit extraterritorial scope, and calling for further clarification to reduce complexity and ensure a level playing field.

President Donald Trump said Lebanon and Israel had agreed to a 10-day ceasefire, the US Treasury's status as the world's lowest-cost dollar borrower is facing a fresh challenge, and Netflix's chair and founder is stepping down. Plus, Iran secretly acquired a Chinese spy satellite that has helped it target US military bases across the Middle East during the war, and shares in the world's biggest chocolate maker aren't looking so sweet.Mentioned in this podcast:Israel and Lebanon agree 10-day ceasefire, Trump saysUS's status as lowest-cost dollar borrower challenged as investors shun Trump riskNetflix founder Reed Hastings to step down from boardIran used Chinese spy satellite to target US basesShares at world's biggest chocolate maker Barry Callebaut plunge as cocoa prices collapseCredit: BBCNote: The FT does not use generative AI to voice its podcasts Today's FT News Briefing was hosted by Sonja Hutson, and produced by Saffeya Ahmed, Victoria Craig, and Fiona Symon. Our show was mixed by Sam Giovinco. Additional help from Gavin Kallmann, David da Silva, and Michela Tindera. Our executive producer is Topher Forhecz. Cheryl Brumley 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.

Michael Cembalest chairs the Market and Investment Strategy group at JP Morgan Asset and Wealth Management and effectively oversees $4tn AUM. He is responsible for market and investment insights across the asset management business and has produced the famous Eye on the Market publication for over 20 years now. We discuss AI, which formed the bulk of his most recent annual edition, why he believes Open AI is a weak link and why he thinks the Treasury market will have a crash, but not yet. Cembalest is known for his charts and he picks both his favourite and his least favourite charts. Michael is one of the most in-depth macro analysts I have met and it's his depth as well as his breadth of knowledge which is truly impressive. We recorded in JP Morgan's amazing new office in New York, check out the photos in the show notes.Behind the Balance Sheet is a forensic accounting and fundamental investing podcast for serious investors. Each episode dives into how real‑world investors source ideas, build conviction and manage their portfolios. You'll hear frameworks for analysing industries, understanding business models, and thinking about risk, behaviour and incentives, so you can refine your own process rather than copy stock tips. For show notes, transcripts and additional resources, visit our ⁠⁠⁠⁠website⁠⁠⁠⁠. If you value thoughtful, process-driven investing discussions, follow the show and consider leaving a short review, or just a 5* rating on Spotify or Apple Podcasts. Please help spread the word.

NEWS EP! Andy is a bestseller. Sean becomes a Luddite Gnome. Orbon is Or-gone. Situation monitoring Hormuz, and looking back at the Suez crisis. In the bonus we discuss AI-generated Iranian propaganda. To hear that, support the show at http://patreon.com/thiswreckage Metropolitans B&N event with Noah Kulwin: https://stores.barnesandnoble.com/event/9780062206054-0 ‘Summer of Ludd' https://www.nytimes.com/2025/10/30/style/lamp-club-luddites.html?smid=nytcore-ios-share Orban Loss: https://www.nytimes.com/2026/04/13/us/politics/orban-trump-maga.html?smid=nytcore-ios-share Audio of Iranian warning that scared away US Navy warship https://x.com/eternalphysics/status/2043309125572936047?s=46 Suez and Iran by Niall Ferguson https://www.thetimes.com/comment/columnists/article/america-suez-crisis-trump-presidency-world-order-iran-cqrfs86z0Central banks sell US Treasuries in wake of Iran war: https://giftarticle.ft.com/giftarticle/actions/redeem/6fac51c8-b650-48d4-82eb-e6e66f75dd2fForeign Iran plans permanent changes to world economy https://www.presstv.ir/Detail/2026/04/10/766586/why-no-matter-can-undermine-iran-eternal-dominance-over-strait-hormuz

In this week's Live from the Vault, Andrew Maguire reveals how unprecedented volatility has masked a powerful shift from paper to physical gold, as central banks and institutions accelerate de-dollarisation and establish a higher price floor.With safe haven demand returning and systemic risks building in private credit markets, Maguire explains why gold and silver are in strong demand, as steady physical buying and tightening supply set the stage for a sharp move beyond previous highs.Send your questions to Andy here: https://www.speakpipe.com/LFTVTimestamps: 00:00 Start03:24 War-driven dislocations reveal physical gold breaking from paper pricing05:07 Central banks shift from US Treasuries into gold and silver08:55 Safe haven narrative returns as physical demand establishes a higher floor14:07 Short-term outlook as ceasefire triggers volatility and bullish positioning17:11 Private credit risks emerge as major bullish catalyst for gold20:13 Central bank accumulation accelerates amid de-dollarisation trends28:31 Silver supply strain exposes widening gap between paper and physical marketsSign up for Kinesis on desktop:https://kinesis.money/mr-k-gold-savings/Download the Kinesis Mobile app - available App Store and Google Play:Apple: https://kms.kinesis.money/signupGoogle: https://play.google.com/store/apps/details?id=com.kinesis.kinesisappAlso, don't forget to check out our social channels where you can stay up to date with all the latest news and developments from the team.X: https://twitter.com/KinesisMonetaryFacebook: https://www.facebook.com/kinesismoney/Instagram: https://www.instagram.com/kinesismoney/Telegram: https://t.me/kinesismoneyTikTok: https://www.tiktok.com/@kinesismoneyThe opinions expressed in this video by Andrew Maguire and any guest are solely their own and do not reflect the official policy, position, or views of Kinesis. The information provided is for general informational purposes only and does not constitute investment advice, financial advice, or any other type of professional advice.Viewers are encouraged to seek independent financial advice tailored to their individual circumstances before making any decisions related to the gold market or other investments. Kinesis does not accept any responsibility or liability for actions taken based on the content of this video.

Foreign central banks have slashed their holdings of Treasuries at the New York Federal Reserve to the lowest level since 2012, and a preliminary estimate showed that Eurozone inflation jumped to 2.5 per cent in March. Plus, we hear from two small US business owners about how they have navigated a year of President Donald Trump's tariffs. Mentioned in this podcast:Foreign central banks sell US Treasuries in wake of Iran warThe ECB's three-pronged monetary strategyTrump tariff tracker: US trade, markets and the economyListen to the FT News Briefing's tariffs series hereChris Giles on Central BanksNote: The FT does not use generative AI to voice its podcasts Today's FT News Briefing was hosted and edited by Marc Filippino, and produced by Fiona Symon, Victoria Craig, Saffeya Ahmed, and Sonja Hutson. Our show was mixed by Kent Militzer. Additional help from Gavin Kallmann and David da Silva. Our executive producer is Topher Forhecz. Cheryl Brumley 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.

Jeff Park, CIO of ProCap Financial, joins The Rollup live from DAS New York to break down his Radical Portfolio Theory, why US Treasuries should be called the "risk full rate," the truth about private credit, and why STRK is more interesting than most people think.Jeff Park is the CIO of ProCap Financial and the creator of Radical Portfolio Theory, a framework for next-generation portfolio construction centered on Bitcoin and resistance assets. He is one of the most followed macro and Bitcoin voices in institutional finance.The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.Timestamps:00:00 Intro01:03 Breaking Down STRK03:53 Bitcoin vs. Gold in Uncertain Times05:40 Seller Exhaustion and Bitcoin's Setup06:16 The Radical Portfolio Theory Explained09:16 What the Portfolio Actually Looks Like12:35 Why Private Credit Is Left Out15:37 The Thanksgiving Turkey Analogy17:51 Is Jeff Bullish on BitTensor?18:50 Why Jeff Is Bullish on Hyper Liquid21:04 Jeff's Final TakeWebsite: https://therollup.co/Spotify: https://open.spotify.com/show/1P6ZeYd...Podcast: https://therollup.co/category/podcastFollow us on X: https://www.x.com/therollupcoFollow Rob on X: https://www.x.com/robbiek__Follow Andy on X: https://www.x.com/ayyyeandyJoin our TG group: https://t.me/+TsM1CRpWFgk1NGZhThe Rollup Disclosures: https://goodidea.ventures

In this episode, Liz Ann Sonders welcomes Collin Martin as her new co‑host. Collin outlines his role as Schwab's head of fixed income research and strategy, highlighting his broad coverage of the bond market—from Treasuries and Fed policy to corporate credit, municipals, mortgages, and global bonds.  The conversation then turns to markets and geopolitics, focusing on the ongoing conflict involving Iran and its market impact. Liz Ann explains that while major equity indexes have appeared relatively resilient, this masks significant volatility beneath the surface. She notes sharp rotations across sectors, wide drawdowns among individual stocks, and heightened churn driven by shifting narratives—ranging from AI disruption concerns to war‑related energy shocks.  Collin connects these equity dynamics to fixed income, explaining why Treasury yields have risen rather than fallen despite geopolitical uncertainty. Elevated oil prices and rising inflation expectations have pushed yields higher, countering the typical “flight to safety” dynamic. He also highlights how shifting Fed expectations are influencing bond markets and raises the key uncertainty: whether prolonged conflict could eventually tilt the focus from inflation risk to economic growth risk, potentially reversing yield trends. On Investing is an original podcast from Charles Schwab. For more on the show, visit schwab.com/OnInvesting.  If you enjoy the show, please leave a rating or review on Apple Podcasts. Important Disclosures This material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned are not suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions. All expressions of opinion are subject to change without notice in reaction to shifting market, economic or political conditions. Data contained herein from third party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed. Past performance is no guarantee of future results. Investing involves risk, including loss of principal. Performance may be affected by risks associated with non-diversification, including investments in specific countries or sectors. Additional risks may also include, but are not limited to, investments in foreign securities, especially emerging markets, real estate investment trusts (REITs), fixed income, municipal securities including state specific municipal securities, small capitalization securities and commodities. Each individual investor should consider these risks carefully before investing in a particular security or strategy. Preferred securities are a type of hybrid investment that share characteristics of both stock and bonds. They are often callable, meaning the issuing company may redeem the security at a certain price after a certain date. Such call features, and the timing of a call, may affect the security's yield. Preferred securities generally have lower credit ratings and a lower claim to assets than the issuer's individual bonds. Like bonds, prices of preferred securities tend to move inversely with interest rates, so their prices may fall during periods of rising interest rates. Investment value will fluctuate, and preferred securities, when sold before maturity, may be worth more or less than original cost. Preferred securities are subject to various other risks including changes in interest rates and credit quality, default risks, market valuations, liquidity, prepayments, early redemption, deferral risk, corporate events, tax ramifications, and other factors. Mortgage-backed securities (MBS) may be more sensitive to interest rate changes than other fixed income investments. They are subject to extension risk, where borrowers extend the duration of their mortgages as interest rates rise, and prepayment risk, where borrowers pay off their mortgages earlier as interest rates fall. These risks may reduce returns. All names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security. Forecasts contained herein are for illustrative purposes only, may be based upon proprietary research and are developed through analysis of historical public data. The policy analysis provided by Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party. Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly. For more information on indexes, please see schwab.com/indexdefinitions (0326-T915) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Kathy Jones, Chief Fixed Income Strategist at the Schwab Center for Financial Research, joins Scarlet Fu on "Bloomberg Real Yield." US Treasuries sank and bond traders increased their bets on a Federal Reserve interest-rate hike by October to 50% as concern mounts that a protracted war in the Middle East could stoke global inflation.See omnystudio.com/listener for privacy information.

In episode 17 of Sygnum's The Crypto Explorer podcast, our host Aliya Das Gupta speaks with Melvis Langyintuo, Executive Director of the Canton Foundation, about why institutional adoption needs more than transparency or privacy alone.The discussion covers configurable privacy, interoperability across applications, and real-world use cases such as tokenised US Treasuries and repo transactions. It offers a practical perspective on how institutions can achieve capital efficiency and near real-time settlement without compromising governance or regulatory requirements.Listen to this thoughtful discussion on where traditional finance and blockchain infrastructure are meaningfully converging today.Read the disclaimer here: https://www.sygnum.com/disclaimer

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.

You down with USD? Yeah you know me. Well, clearly not. My long term thesis is that this dies a death. Until this occurs however, USD denominated stablecoins will create demand for US Treasuries. This will cause interest rates to drop for any USD debt-based system. For everyday investor, this means property values go up. For a time, USD-denominated stablecoins will lower the cost of money for any nation who adopts it. The US could rule the world. Unless...of course...2026 sees the rise of the non-USD stablecoin.Special thanks to Ryan Johnson-Hunt from New Money.Book in a free 15-min phone call with Darcy Ungaro (financial adviser).Sign up to the fortnightly newsletter!Thank You Swyftx: With over 1 million customers across New Zealand and Australia. Ask yourself …”Where can crypto take you?". Check out Swyftx.Provincia: Whether you're looking to invest, or you have a commercial property that needs better management - they the true one-stop shop for wholesale industrial investors. Check out Provincia.co.nz for more.Affiliate Links!The Bitcoin Adviser: Plan for intergenerational digital wealth.Hatch: For US markets.Revolut: For a new type of banking.Sharesies: For local, and international markets.Loan My Coins: Bitcoin lending product.Exodus: Get rewards on your first $2,500 of swapsOnline courses:Take the free, 5-part online course Crypto 101: Crypto with ConfidenceGet Social:Check out the most watched/downloaded episodes hereFollow on YouTube , Instagram, TikTok: @theeverydayinvestor, X (@UngaroDarcy), LinkedIn.www.radicalinvestment.co.nz________________________Disclaimer: Please act independently from any content provided in these episodes; it's not financial advice, because there's no accounting for your individual circumstances. Do your own research, and take a broad range of opinions into account. Ideally, engage a financial adviser / pay for advice!

Stewart Alsop sits down with Ulises Martins on the Crazy Wisdom podcast to explore how artificial intelligence is fundamentally disrupting professional careers, labor markets, and the pace of human adaptation itself. They discuss everything from Dario Amodei's concept of "technological adolescence" to the possibility that we're approaching a point where AI advancement accelerates beyond our ability to keep up, touching on topics ranging from the economics of software development and the future of warfare to generational differences in how people will respond to AI-driven change. Martins emphasizes that while we may not be able to predict exactly what's coming, we need to dramatically increase our efforts to learn and adapt—potentially doubling the time we invest in understanding AI—because this isn't optional change, it's disruption happening at an unprecedented speed. Connect with Ulises on Linkedin to follow his work in AI and generative technology.Timestamps00:00 — Stewart introduces Ulysses Martins, framing the conversation around accelerationism and the future of work.05:00 — Ulises uses the parent-child analogy to argue humans will no longer play the dominant role as AI surpasses us.10:00 — Both agree learning AI is non-negotiable, urging listeners to double their investment in staying current.15:00 — Discussion shifts to software as media, the collapsing cost of building products, and the risk of big players like Anthropic making your idea obsolete overnight.20:00 — Ulises raises ecology vs. cosmic ambition, questioning whether humanity should aim for civilizational-scale goals like the Dyson sphere.25:00 — Stewart's ESP32 hardware project illustrates AI's current blind spots beyond software, while both predict physical-world AI will arrive as a byproduct of bigger industrial goals.30:00 — Tesla's birthplace in Croatia sparks a reflection on human genius as luck versus deliberate investment, invoking the Apollo program as a model.35:00 — The US-China AI race is compared to the Cold War Space Race, with interdependency acting as a brake on outright conflict.40:00 — Drone warfare and AI reframe military power, making troop size irrelevant and potentially reducing total war.45:00 — Agile methodology and generational shifts are linked, asking how Gen Z's values will shape the AI era globally.50:00 — Argentine vs. American Zoomers are contrasted, with millennial expectations versus Gen Z's pragmatism explored.55:00 — Ulises closes urging everyone to enjoy the ride, taking the infinite stream of change one episode at a time.Key Insights1. The Death of Traditional Career Paths: The concept of professional careers as we know them—starting as a junior and progressively advancing—is becoming obsolete due to AI's rapid advancement. This applies far beyond just software and SaaS companies, extending to all industries as robots and AI systems gain capabilities that fundamentally disrupt labor markets. The question isn't whether we'll adapt, but whether humans can adapt fast enough to keep pace with exponential technological change.2. The Acceleration Imperative: People must dramatically increase their investment in learning about AI immediately. Whatever time you were previously dedicating to staying current with technology needs to be doubled or tripled. This isn't optional—it's comparable to the necessity of basic education. Unlike previous technological transitions where you had years to learn new frameworks or tools, the current pace demands immediate, intensive engagement or you risk becoming irrelevant.3. Software as Media and the Collapse of Development Economics: Software has become media—easily reproducible and increasingly commoditized through AI assistance. The fundamental economics of software development are collapsing because if building software requires dramatically fewer development hours, the value and price of that software must necessarily decrease. Entrepreneurs need a new evaluation framework that assesses the risk of their ideas being replicated by AI or absorbed by major players like Anthropic or OpenAI.4. The Parent-Child Analogy for AI Development: Humanity's relationship with AI will inevitably mirror that of parents with increasingly capable children. Initially, we understand and control what AI does, but as it advances, it will surpass human capabilities in most domains. Just as parents cannot control fully grown adult children who exceed their abilities, humans will need to reconcile with creating something superior to ourselves. Attempting to permanently control such systems may be both impossible and potentially pathologic.5. The Kardashev Scale and Civilizational Ambitions: AI represents a civilizational-level technology that should redirect humanity toward grander goals like capturing stellar energy through Dyson spheres and expanding beyond our solar system. The competition between China and the United States over AI mirrors the Apollo program's space race but with higher stakes—potentially making traditional concepts like money less relevant if we successfully crack general intelligence. This requires thinking beyond planetary constraints.6. The Changing Nature of Warfare and Geopolitics: AI and autonomous weapons systems are fundamentally changing warfare by making human soldiers less relevant, similar to how nuclear weapons reduced the importance of conventional military force. This shift may actually reduce bloody civilian casualties in conflicts between major powers, as drone warfare and AI-driven systems create new equilibriums. The geopolitical map may fracture into more sovereign states and city-states as centralized control becomes less effective.7. Generational Adaptation and Unpredictability: Different generations will respond uniquely to AI disruption based on their values and experiences. Generation Z, having grown up during the pandemic without traditional expectations, may adapt differently than millennials who experienced unmet expectations. However, we must remain humble about our predictive abilities—we're not good at forecasting technological change or its timing. The best approach is maintaining openness, trying to understand developments as they unfold, and accepting that we cannot consume all information in an era of unlimited AI-generated content.

Self Created Valuation Boosts Apple Announces new Podcast push AI – A breakdown Playing them like a fiddle – Warner Brothers PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm-Up - A NEW CTP just announced - China releasing new AI models - AI - A breakdown - we are on overload - Big Employment news.... Markets - Self Created Valuation Boosts - Apple Announces new Podcast push - Playing them like a fiddle - Warner Brothers Quick Note - Going to rip up the playbook on something this week on TDI Podcast. Anyone who owns an annuity should listen to what is about to come on next Sundays show.....  No Agenda... Olympics - Anything to discuss? MONEY FOR ALL - The average tax refund is 10.9% higher so far this season, compared to about the same point in 2025, according to early filing data from the IRS. - The 2026 tax season opened Jan. 26, and the average refund amount was $2,290 as of Feb. 6, up from $2,065 about one year prior, the IRS reported Friday night. - As of Feb. 6, the total amount refunded was more than $16.9 billion, up 1.9% compared to last year, according to the IRS release. That figure reflects current-year returns only. - This is partly because there were excess-witholdings from last year on the rules changed and paycheck withholdings were not adjusted. This is a one time situation.. Emplyment - 4.3% - "Better" than expected payrolls number - A major revision was released last Wednesday. Overall 2025 job growth was much weaker than initially reported. The total net change for the full year 2025 was revised down from +584,000 jobs to just +181,000 jobs (seasonally adjusted) — an average of only about 15,000 jobs added per month instead of ~49,000. This made 2025 one of the weakest years for job creation in recent non-recession periods. - Employment levels were consistently overstated throughout 2025 by roughly 800,000 to over 1 million jobs, peaking around mid-year. For example: By March 2025, the level was revised down by 898,000. By December 2025 (preliminary), down by 1,029,000. - Monthly changes were also adjusted downward in most cases (e.g., August's originally reported -26,000 became a larger loss of -70,000; September's +108,000 became +76,000). - The revisions reflect normal annual benchmarking, but this one was unusually large (larger than the typical 0.2% average over the prior decade), likely due to factors like overestimation of business births or other data mismatches. - In short, the data reveals that the U.S. labor market in 2025 was significantly softer than the monthly headlines suggested at the time — job growth was overstated by a substantial margin, painting a picture of a much weaker employment picture for the year. AI Updates - While U.S. markets have been focused on the impact of Anthropic and Altruist's tools on software and financial services, China's tech giants have released AI models this week that have shown advancements in robotics and video generation. - Google is reporting that China's AI models are just MONTHS behind western models - However - is this progress? In a video demo, Alibaba showed a robot with pincers for hands that appeared to be able to count oranges, pick them up and place them in a basket. It was also shown taking milk out of a fridge. - Alibaba on Monday unveiled a new artificial intelligence model Qwen 3.5 designed to execute complex tasks independently, with big improvements in performance and cost that the Chinese tech giant claims beat major U.S. rival models on several benchmarks. - Zhipu AI — which trades as Knowledge Atlas Technology in Hong Kong said the model approaches Anthropic's Claude Opus 4.5 in coding benchmarks while surpassing Google's Gemini 3 Pro on some tests. - Shares of MiniMax also jumped Thursday after it launched its updated M2.5 open-source model with enhanced AI agent tools. Grok Update - Grok, Elon Musk's AI chatbot, has been gaining ground in the U.S. over the past months, data showed, even as it draws global censure and regulatory scrutiny after being used to generate a wave of non-consensual sexualized images of women and minors. - U.S. market share of the tool rose to 17.8% last month from 14% in December, and 1.9% in January 2025, according to data from research firm Apptopia. - Men are still the largest % users of Grok ~ 78% (down from 89% in April 2025) AI Market Share - ChatGPT's share slumped to 52.9% last month from 80.9% in January last year, while Gemini's grew to 29.4% from 17.3% over the same period. AI Market Share InfoGrapic and AI Understanding - Have we gone through this? - At its core, AI is technology that lets machines perform tasks that normally require human intelligence — things like understanding language, recognizing images, making decisions, or solving problems. - Modern AI (especially since ~2022) is dominated by machine learning — systems that learn patterns from huge amounts of data instead of being explicitly programmed rule-by-rule. - Inference is the "using" or "applying" phase of AI — when a trained model takes new input and produces an output / prediction / answer. Contrast with training (the "learning" phase): ------ Training ? Like a student studying for years: very compute-heavy, expensive, done once (or rarely) on massive servers/GPUs, adjusts billions of parameters based on examples. ------ Inference ? Like the student taking a test or doing their job: much faster, cheaper, runs on your phone/laptop/cloud, uses the fixed knowledge from training to respond instantly. - gentic AI takes regular AI (like chat models) to the next level: instead of just answering questions or generating text, these systems act autonomously to achieve goals with minimal human help. "Agentic" comes from "agency" — the ability to make decisions, plan, use tools, take actions, adapt, and even learn from results — like a smart digital employee rather than just a smart answer machine. AI Infographic Last AI Item - A shortage of memory chips is hammering profits, derailing corporate plans, and inflating price tags on various products, with the crunch expected to get worse. - The fundamental reason for the squeeze is the buildout of AI data centers, with companies like Alphabet and OpenAI buying up large shares of memory chip production, leaving consumer electronics producers fighting over a dwindling supply. - The resulting price spikes are causing concern, with some warning of "RAMmageddon" and others predicting that memory chip prices will go "parabolic", bringing lavish profits to some companies but painful prices to the rest of the electronics sector. Here is something: - Gallup will no longer track presidential approval ratings after nearly 90 years - Founded by George Gallup in 1935, the Washington, DC-based management company began tracking the president's job performance 88 years ago. - Gallup told USA TODAY it will no longer publish "favorability ratings of political figures," a decision it said "reflects an evolution in how Gallup focuses its public research and thought leadership." - Gallup said the ratings are now "widely produced, aggregated and interpreted, and no longer represent an area where Gallup can make its most distinctive contribution." - "Our commitment is to long-term, methodologically sound research on issues and conditions that shape people's lives," the company wrote, adding that its work will continue through the Gallup Poll Social Series, the Gallup Quarterly Business Review, the World Poll and more. - Seems like they are unable to SHAPE opinion due to social media etc.....? Apple Podcast Update - Big news! - Apple on Monday announced that it will bring a new integrated video podcast experience to Apple Podcasts this spring. - The move comes as video viewership continues to reshape podcasting. About 37% of people over age 12 watch video podcasts monthly, according to Edison Research. - The update brings Apple Podcasts more in-line with its competitors Spotify, YouTube and now Netflix, which have increasingly leaned into video podcasting. -“Twenty years ago, Apple helped take podcasting mainstream by adding podcasts to iTunes, and more than a decade ago, we introduced the dedicated Apple Podcasts app,” said Eddy Cue, Apple's senior vice president of Services, in a statement. “ - By bringing a category-leading video experience to Apple Podcasts, we're putting creators in full control of their content and how they build their businesses, while making it easier than ever for audiences to listen to or watch podcasts.” M&A - Texas Instruments Inc. has reached an agreement to buy Silicon Laboratories Inc. for about $7.5 billion, deepening its exposure to several markets for chips. - Silicon Labs investors will receive $231 in cash for each share of the company's common stock and the transaction is expected to close in the first half of 2027. - The transaction still needs to win approval by investors in Silicon Labs and shares of Silicon Labs surged by 51% to $206.48 after the announcement. Inflation - This helps - PepsiCo, will cut prices on core brands such as Lay's and Doritos by up to 15% following a consumer backlash against several previous price hikes, the snacks and beverage maker said on Tuesday after it topped fourth-quarter results. Miran - Moving - Federal Reserve Governor Stephen Miran is leaving his post as chair of the Council of Economic Advisers, CNBC has confirmed. - He joined the CEA in January 2025, but had been on leave from that post since last September when he filled the unexpired term of former Fed Governor Adriana Kugler.- He reamins on Fed board No Biggie???? - There are some astonishing cased being reported of Bad AI in the operating room - JNJ's TruDi Navigation System - Since AI was added to the device, the FDA has received unconfirmed reports of at least 100 malfunctions and adverse events. - At least 10 people were injured between late 2021 and November 2025, according to the reports. Most allegedly involved errors in which the TruDi Navigation System misinformed surgeons about the location of their instruments while they were using them inside patients' heads during operations. - Cerebrospinal fluid reportedly leaked from one patient's nose. In another reported case, a surgeon mistakenly punctured the base of a patient's skull. In two other cases, patients each allegedly suffered strokes after a major artery was accidentally injured. Cuba - The main airport has putt out a bulletin that they are out of Jet Fuel - Blackouts and lack of other fuels are creating big problems - No airlines have stopped running at this point, but many will as they cannot refuel - This is a bigger problem for cargo planes (supplies) that may not be able to risk flying to Cuba as they will not be able to get out. Dalio Warning -  Legendary investor Ray Dalio said on Tuesday the world was “on the brink” of a capital war. - He said central banks and sovereign wealth funds were already preparing for measures like foreign exchange and capital controls. - "When money is weaponized using measures like trade embargoes, blocking access to capital markets, or using ownership of debt as leverage." - “Capital, money, matters,” Dalio said Tuesday. “We're seeing capital controls … taking place all over the world today, and who will experience that is questionable. So, we are on the brink — that doesn't mean we are in [a capital war now], but it means that it's a logical concern.” - Could this be why gold and siver are being hoarded (physical assets over digital currency? - Is China's edict to banks to diversify away from US Treasuries a sign? Self Boosted Valuation - Waymo is aiming to raise about $16 billion in a financing-round that would value it at nearly $110 billion, Bloomberg News reported, citing people familiar with the matter. - Alphabet would provide about $13 billion to the autonomous driving firm while the rest would come from investors including Sequoia Capital, DST Global and Dragoneer Investment Group, the report added. - Soooooo - Waymo is a unit of Alphabet.... Alphabet providing 80% of the funding that boosts valuations..... Hmmmmmmmm Warner Brothers -  Warner Bros Discovery Inc is considering reopening sale talks with Paramount Skydance Corp after receiving its amended offer. - The Warner Bros board is discussing whether Paramount could offer a path to a superior deal, which may ignite a second bidding war with Netflix Inc. - Paramount submitted amended terms that addressed several concerns, including covering a fee owed to Netflix and offering to backstop a Warner Bros debt refinancing. Economics Coming Up - Short Week - plenty of Reports - Wednesday - Durable Goods, Housing Starts, Industrial Production, FOMC Minutes - Thursday - Philly Fed, Initial Claims - Friday: PCE, Personal Income and Spending, GDP for Q4 (3.6%) ----- New Home Sales, UMich Feb Final   Love the Show? Then how about a Donation? ANNOUNCING THE THE CLOSEST TO THE PIN for CATERPILLAR Winners will be getting great stuff like the new "OFFICIAL" DHUnplugged Shirt!     FED AND CRYPTO LIMERICKS   See this week's stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter

In this episode of the Crazy Wisdom Podcast, host Stewart Alsop sits down with Lars van der Zande, founder and CEO/technical architect of Inkwell Finance, for what Lars describes as his first-ever podcast appearance. The conversation covers a wide range of blockchain infrastructure topics, including Lars's work with Sui and Solana blockchains, the innovative capabilities of Ika's programmatic wallets and blockchain of signatures, and how Inkwell Finance is building revenue-based financing solutions for on-chain entities—from AI agents to protocols. They explore the evolving landscape of crypto regulation, the merging of traditional finance with blockchain technology, the future of decentralized legal systems, and how the user experience barrier is being lowered through technologies that eliminate constant transaction signing. Lars also discusses Inkwell's embedded financing approach and their pre-seed fundraising round.Links mentioned:- Inkwell's website: inkwell.finance- Inkwell on Twitter: @__inkwell- Lars on Twitter: @LMVDZandeTimestamps00:00 Introduction to Inkwell Finance and Technical Architecture02:06 Understanding Sui and Solana: Blockchain Dynamics05:55 The Role of Ika in Inkwell Finance11:51 Leviathan: Revenue Generation and Financing in Crypto17:38 The Future of AI Agents and Programmatic Wallets23:23 Smart Contracts: Legal Implications and Future Directions25:06 The Future of Inqvil Finance25:42 Decentralization and Its Evolution27:32 The Merging of Traditional and Crypto Systems29:33 Global Financial Dynamics and Market Reactions31:48 The Collapse of Traditional Financial Systems32:46 Jurisdictional Shifts in the Crypto World33:59 Legal Systems and Blockchain Integration35:57 On-Chain Credit and Financial Opportunities39:29 The Role of AI in Finance41:30 Learning from Peer-to-Peer Lending History43:14 Disruption in Insurance and Risk Management44:54 On-Chain vs Off-Chain Data46:54 The Evolution of the Internet and Blockchain49:12 Future Subscription Models in BlockchainKey Insights1. Ika's Revolutionary Blockchain Signature Technology: Lars discovered Ika, a blockchain of signatures built on Sui that enables any blockchain transaction to be signed without revealing the underlying message. Using patented 2PC MPC technology, Ika splits key shares across validators and encrypts them in transit, performing complex cryptographic operations that allow smart contracts on Sui to generate signatures for transactions on any other blockchain. This eliminates the need to build separate smart contracts on each blockchain, fundamentally changing how cross-chain interactions work and opening possibilities for truly interoperable decentralized applications.2. Programmatic Wallets vs Traditional Wallets: Traditional wallets like MetaMask require manual user approval for every transaction through a front-end interface, but Ika's D-wallet introduces programmatic wallets with policy-based controls embedded in smart contracts. These wallets can execute transactions based on predetermined conditions checked against on-chain data like Oracle prices, without requiring individual user signatures. For example, a Bitcoin D-wallet can hold native Bitcoin without wrapping or bridging to a custodian, and smart contract policies determine when and how that Bitcoin can be transferred, creating unprecedented security and automation possibilities for decentralized finance.3. Inkwell's Revenue-Based Financing Model: Inkwell Finance is building Leviathan, a revenue-based financing platform for on-chain entities including protocols, AI agents, and individual traders with verifiable track records. Borrowers receive capital based on their on-chain performance metrics like sharp ratio and drawdown, with loan repayment automatically deducted from their revenue stream. The profit split structure allocates approximately 60% to borrowers, 30% to lenders, and 10% split between Inkwell and integrating platforms. This creates a sustainable lending model where flight risk is minimized through D-wallet policy controls that restrict how borrowed capital can be used.4. Wallet-as-a-Protocol and the Future of User Experience: The crypto industry is moving toward embedded wallet solutions that eliminate the friction of traditional wallet management, with Wallet-as-a-Protocol representing the next evolution beyond services like Privy and Dynamic. Unlike current embedded wallets that lock users into specific applications, Wallet-as-a-Protocol enables single sign-on across multiple applications while users maintain control of their keys. Combined with app-sponsored gas fees, this approach allows non-crypto-native users to interact with blockchain applications without knowing they're using crypto, removing the biggest barrier to mainstream adoption and creating web2-like user experiences on web3 infrastructure.5. AI Agents as Financial Entities: AI agents are emerging as revenue-generating entities with on-chain transaction histories that create verifiable track records for creditworthiness assessment. Inkwell Finance is specifically targeting this market, recognizing that AI agents will need wallets and capital to operate effectively. The programmatic nature of D-wallets pairs perfectly with AI agents, as policy controls can restrict agent behavior to specific smart contract interactions, preventing unauthorized fund transfers while allowing automated trading or revenue generation. This creates a new category of borrower that operates 24/7 with completely transparent performance metrics, fundamentally different from traditional loan recipients.6. Cross-Chain Liquidity Without Asset Transfer: Ika's technology enables users to take loans against revenue generated on one blockchain and deploy that capital on entirely different blockchains without moving their original liquidity positions. For instance, someone earning yield on Sui's Fusol protocol could borrow against that revenue stream and deploy capital on Solana opportunities, effectively creating multiple on-chain businesses that generate their own credit scores and revenue to service debt. This ability to read state across different blockchains from within smart contracts opens possibilities for multi-chain strategies that don't require withdrawing capital from productive positions, maximizing capital efficiency across the entire crypto ecosystem.7. The Convergence of Traditional Finance and Crypto Infrastructure: The regulatory landscape is rapidly evolving with initiatives like the Genius Act and Clarity Act creating frameworks where traditional financial systems merge with crypto infrastructure through mechanisms like stablecoins backed by US treasuries. Companies are increasingly establishing entities in the United States to access capital networks and Delaware's established legal framework while issuing tokens through jurisdictions like Switzerland. This hybrid approach, combined with emerging concepts like Gabriel Shapiro's "cybernetic agreements" that make smart contract parameters legally enforceable in traditional courts, suggests the future isn't pure decentralization but rather a sophisticated integration of on-chain and off-chain legal and financial systems.

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Tariffs have caused negative feelings around the world regarding the U.S. Some say if they sold all their US bonds it could sink our stock market. Is that true? Subscribe or follow so you never miss an episode! Check out Fire Your Financial Advisor on YouTube! Learn more at GoldenReserve.com or follow on social: Facebook & LinkedIn.See omnystudio.com/listener for privacy information.

Today's top stories, with context, in just 15 minutes.On today's podcast:1) The Seattle Seahawks won their second Super Bowl title on Sunday, beating the New England Patriots by a score of 29-to-13 at Super Bowl LX at Levi's Stadium in Santa Clara, CA. The Seahawks' defense came out strong, recording six sacks and forcing two interceptions against Patriots quarterback Drake Maye. Seahawks RB Kenneth Walker III was named Super Bowl MVP for his offensive efforts, becoming the first running back to win the award since the Denver Broncos' Terrell Davis in 1998.2) Chinese regulators have advised financial institutions to rein in their holdings of US Treasuries, citing concerns over concentration risks and market volatility, according to people familiar with the matter. Officials urged banks to limit purchases of US government bonds and instructed those with high exposure to pare down their positions, the people said, asking not to be identified discussing private deliberations. The directive doesn’t apply to China’s state holdings of US Treasuries. Communicated verbally to some of the nation’s biggest banks in recent weeks, the guidance reflects growing wariness among officials that large holdings of US government debt may expose banks to sharp swings, the people said. The worries echo those made by governments and fund managers elsewhere amid a brewing debate over the safe haven status of US debt and the appeal of the dollar.3) Japanese Prime Minister Sanae Takaichi secured a historic election triumph, positioning her as the nation’s strongest leader in the postwar era in an outcome that sent stock prices and bond yields soaring. Her ruling Liberal Democratic Party achieved the biggest post-war victory for a single-party in a general election in Japan, an extraordinary transformation of fortunes for a party that was on the ropes last summer before getting behind the nation’s first ever female premier in October. The LDP secured a two-thirds super majority in the 465-seat lower house by itself, according to public broadcaster NHK. A tally of results by NHK early Monday showed that the ruling coalition had won 352 seats in the lower house, expanding its previous razor-thin majority of 233 by a considerable margin. The LDP’s haul of 316 seats gives it a higher proportion of representatives in the lower house than any other party in post-war Japan.See omnystudio.com/listener for privacy information.

I can't tell you how many messages I am getting from people about silver.Have I seen this video, read this article, looked at this data, listened to this podcast. JP Morgan is about to go bust, the paper markets are overwhelmed, the price is manipulated, China is setting the real price, this is a reset. And so on.The problem with speculative manias, especially when silver is involved, is that enormous amounts of misinformation get spread, much of it about things you and I, as ordinary investors, can do nothing about.Take it all with a pinch of salt is my advice.What I find interesting is that similar amounts of misinformation are being spread about bitcoin. The price is being manipulated on the futures markets, Strategy is about to go bust, Michael Saylor is this, that and the other, and so on. It's game over.The only real difference is that one is in a bull market, which may or may not be over, and the other is in a bear market, which may or may not be over. Sentiment for both is at extremes, albeit at different ends of the investment spectrum.During every crypto winter I've known, people start to give up on it. The future is no longer what it once was. The tech is flawed. It's going to zero. It's not real. It's a scam invented by the CIA, Jeffrey Epstein, Elon Musk, take your pick.Again, take it all with a pinch of salt.Remember, neither situation is permanent.There is a case for owning both, and I do in my portfolio.I'd rather bitcoin was $150,000 and more, of course I would. But I'll take a sportsman's bet that, from current levels over the next 12 months, bitcoin will outperform gold, and probably silver.I know some readers prefer tangible precious metals. Others prefer bitcoin. Both points of view are fine. Each to their own. But I'm an own-both guy. Over the past six months the disappointment in bitcoin has been more than offset by the gains in precious metals. In previous years the reverse has been true, and the reverse will be true again.With the extraordinary accumulation of gold by central banks, the rising price, Triffin's Dilemma, and de-dollarisation, I do think it is possible some kind of reset is coming as far as gold is concerned. The price does need to go much higher for it to overtake the dollar as central banks' primary reserve asset. It has already overtaken US Treasuries.But that does not mean silver is going to be remonetised. Silver's monetary role was always as a medium of exchange, and we now live in a world where exchange is almost entirely digital. Yes, I would prefer to be paid in physical silver. There is something quite spiritual about being paid for a job in physical silver. But so what. Convenience wins.Silver's role as a store of wealth was minimal. That is where gold still has use.Yes, silver has umpteen industrial uses. It is a critical metal and in short supply. A rising gold price will carry silver higher too, just as it has platinum in recent months. But I don't buy the monetary reset arguments as far as silver is concerned.I do get them about gold though.Anyway, good Sunday to you.This week I appeared on Geoff Norcott's podcast. If you fancy a watch or a listen, here are links to Spotify and Apple podcasts.If you live in a third world country such as the UK, I urge you to own gold or silver. The pound will be further devalued, as will the euro and dollar. The bullion dealer I recommend, whereever you are int he world, is The Pure Gold Company. More here.ICYMI here is this week's commentaryThis coming week I'll be looking at the tax loss trades and I am aiming to have more on oil as well.Until next timeDominic This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.theflyingfrisby.com/subscribe

US equities and the dollar fell in response to transatlantic tension over Greenland, and the FT's Robin Wigglesworth breaks down the idea of Europe leveraging its US Treasuries to influence President Donald Trump. Plus, Netflix said that the entertainment industry remains “intensely competitive”, and China is selling drone components to Russia and Ukraine. Mentioned in this podcast:Dollar and US stocks fall as Trump says ‘no going back' on Greenland bidCould Europe really leverage its $12.6tn pile of US assets?Netflix highlights industry competition as it seeks Warner Bros deal approvalThe Chinese suppliers that could decide the drone war in UkraineCredit: ReutersNote: The FT does not use generative AI to voice its podcasts Today's FT News Briefing was hosted by Victoria Craig, and produced by Sonja Hutson. Our show was mixed by Kelly Garry. Additional help from Gavin Kallmann and Michael Lello. Our executive producer is Topher Forhecz. Cheryl Brumley 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.

Watch The X22 Report On Video No videos found (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:17532056201798502,size:[0, 0],id:"ld-9437-3289"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="https://cdn2.decide.dev/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs");pt> Click On Picture To See Larger PictureThe Danes are pushing back and they are planning to sell all US Treasuries. The EU is moving forward with the Great Reset. The US and EU are moving in opposite directions. SC hearing the Fed case, Cook committed fraud. Message is clear, globalism has failed. The [DS] is now planning to push the agenda of shutting down the midterm elections. They are pushing an insurrection to push Trump into shutting down the election. The opposite will happen, Trump is preparing to make it possible to have one day voting. The message is clear, expose the criminal syndicate and the crimes they have committed to the people of this country. Then once the people understand, arrest those involved. Finally win the midterms to have accountability. This is not just a 4 year election.   Economy (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:18510697282300316,size:[0, 0],id:"ld-8599-9832"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="https://cdn2.decide.dev/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs"); https://twitter.com/KobeissiLetter/status/2013609922974421502?s=20  push for Greenland. https://twitter.com/WallStreetMav/status/2013591319399092551?s=20 https://twitter.com/disclosetv/status/2013563044270383434?s=20 Europe is going for a digital Euro which will allow people to be cut off financially in 2029 if they say anything the government doesn't like    https://twitter.com/profstonge/status/2013589829951615468?s=20 Supreme Court to hear Trump case on firing Federal Reserve governor  Howard Lutnick: “Globalism Has Failed”…  The fully engaged Trump MAGAnomic team begin their outlines to the World Economic Forum in Davos with Commerce Secretary Howard Lutnick and the top line announcement, “Globalism has failed the United States of America.”   Lutnick explains the reason are for President Trump's policy. Why would the EU destroy it's own energy policy?  “Why would Europe agree to be ‘net-zero' in 2030, when they don't make a battery,” he asked.  Thus, the pragmatic realism of policy intersects with the hypocritical action and creates an outcome that no one can explain.  “So, if they go 2030, they are intentionally deciding to be subservient to China who makes the batteries,” he continued.  This makes absolutely no sense. Source: theconservativetreehouse.com Political/Rights https://twitter.com/KristiNoem/status/2013275291385319855?s=20   last 6 weeks, our brave DHS law enforcement have arrested 3,000 criminal illegal aliens including vicious murderers, rapists, child pedophiles and incredibly dangerous individuals. A HUGE victory for public safety. There is MASSIVE Fraud in Minneapolis, at least $19 billion and that's just the tip of iceberg. Our Homeland Security Investigators are on the ground in Minneapolis conducting wide scale investigations to get justice for the American people who have been robbed blind. MAKE AMERICA SAFE AGAIN https://twitter.com/rawsalerts/status/2013058985125929230?s=20 https://twitter.com/libsoftiktok/status/2013363079086567449?s=20 https://twitter.com/lukerosiak/status/2013419999000424488?s=20   Minnesota Transgender State Rep. Leigh Finke Calls on Anti-ICE Protestors to Storm More Churches  Minnesota transgender State Rep. Leigh Finke called on leftists to storm more churches in protest of ICE. Far-left anti-ICE protestors stormed Cities Church in St. Paul, Minnesota, on Sunday. Source: thegatewaypundit.com https://twitter.com/mrddmia/status/2013337519853834307?s=20  ” Don Lemon can go to hell. But he must go to federal prison first. https://twitter.com/AAGDhillon/status/2013311806647738613?s=20   anything but a Government job. Investigate these Corrupt Politicians, and do it now! https://twitter.com/RealJessica/status/2013413159663534169?s=20 https://twitter.com/TheLastRefuge2/status/2013437081947640243?s=20   DOGE Geopolitical https://twitter.com/AwakenedOutlaw/status/2013431594967802038?s=20   candidates who will do precisely that. Turns out you can just do things. https://twitter.com/EricLDaugh/status/2013607858760196486?s=20 https://twitter.com/KobeissiLetter/status/2013614189823004938?s=20   https://twitter.com/DataRepublican/status/2013597058142294419?s=20 https://twitter.com/disclosetv/status/2013624149948723648?s=20    extremely important land is an act of GREAT STUPIDITY, and is another in a very long line of National Security reasons why Greenland has to be acquired. Denmark and its European Allies have to DO THE RIGHT THING. Thank you for your attention to this matter. PRESIDENT DONALD J. TRUMP https://twitter.com/HungaryBased/status/2013364583168098337?s=20   https://twitter.com/nettermike/status/2013455319201128884?s=20   Cold War – Eisenhower → Kennedy: nonstop negotiations for bases, radar, missiles. Post–Cold War – Clinton/Bush/Obama: expanded Arctic security & missile defense. 2019 – Trump: said publicly what presidents discussed privately for 150+ years. The U.S. didn't “suddenly” want Greenland. It's been defending it, negotiating it, and embedding there since the 1800s. Greenland = Arctic power, shipping lanes, missiles, minerals. Trump didn't invent it. He said the quiet part out loud. https://twitter.com/scrowder/status/2013340689522925582?s=20  2/3 of NATO defense costs. That imbalance, and the arrogance behind it, is why Greenland is on the table.   https://twitter.com/KobeissiLetter/status/2013591373006676322?s=20   Reports: Iranian Regime Accused of Using Chemical Agents in Crackdown on Protesters  The Iranian regime is accused of using deadly chemicals against the protesters who want the regime replaced. Growing allegations that the Islamic Republic of Iran may have used chemical agents against protesters have intensified scrutiny of the regime's most recent crackdown, described by observers as the deadliest suppression of public dissent in the country's modern history. The claims gained momentum following the circulation of footage from Sabzevar showing Iranian security forces equipped with protective gear typically associated with hazardous chemical environments, as well as testimony from protesters in Tehran describing prolonged and unusual medical symptoms after exposure to what authorities labeled “tear gas.” Video at Iran So Far Away.     source: thegatewaypundit.com https://twitter.com/GBNT1952/status/2013441161247998050?s=20 This is how states demonstrate commitment along a shared line of effort without firing a shot: visible logistics, presence, and implied backing that complicate an opponent's decision cycle. This is also why the USS Abraham Lincoln Carrier Strike Group is on the way to the Middle East as we speak. From a doctrinal standpoint, this kind of move deliberately raises the escalation ladder, forcing US planners to account not just for Iranian responses, but for second and third order effects involving a near peer competitor. That reality likely explains why President Trump has avoided striking Iranian targets, because any kinetic action now risks collapsing the problem set from a regional contingency into a multi theater confrontation. In simple terms, Iran stops being a standalone target and becomes part of a larger system tied to Chinese interests, and no serious commander ignores force posture, alliance signaling, and deterrence dynamics when weighing an OPLAN. China obviously understands this, which is precisely why these moves matter: they restrict American freedom of action by design, without ever needing to engage directly. Thus the Iran problem becomes even more complex. War/Peace https://twitter.com/DougAMacgregor/status/2013468575055405338?s=20 https://twitter.com/HansMahncke/status/2013426712839614628?s=20 Oh Dear – The Wall Street Journal Just Realized, President Trump is Making U.N. Functionally Obsolescent  The Wall Street Journal just realized the purpose of President Trump inviting world leaders to a new structure of global leadership. As the outlet contemplates the mission of the “Gaza Board” they recognize the bigger intention, the nullification of the United Nations. WASHINGTON DC – President Trump has expanded the mission of his proposed Gaza Board of Peace into a global body that would take on the role mediating conflicts currently held by the United Nations and carry a $1 billion fee for a permanent seat, according to a charter sent to prospective members. “It's hard not to read this as an attempt to establish a precedent in Gaza that could be used elsewhere in terms of saying that Trump is going to be calling the global shots here, and you either fall in line or you're not part of the process,” said Julien Barnes-Dacey, director of the Middle East and North Africa program at the European Council on Foreign Relations. (read more) Figured that out all on their own, did they? Source: theconservativetreehouse.com Medical/False Flags [DS] Agenda https://twitter.com/amuse/status/2013471087640686700?s=20 BUSTED: California Ordered to Return $1+ BILLION After Dr. Oz–Led Audit Exposes Federal Healthcare Funds Spent on Illegal Immigrants The Trump administration has dropped the hammer on California and a coalition of deep-blue states after a sweeping federal audit uncovered more than $1.3 billion in misused federal healthcare funds spent on non-emergency medical care for illegal immigrants, a clear violation of federal law. A Federal auditors identified nearly $1.4 billion owed back to U.S. taxpayers, with California alone accounting for the overwhelming majority: California: ~$1.3 billion New York: ~$30.7 million Illinois: ~$29.8 million Minnesota: ~$12.7 million Oregon: ~$5.4 million Washington: ~$2.3 million Washington, D.C.: ~$2.1 million Colorado: ~$1.5 million TOTAL: ~$1.394 billion These funds were billed to the federal government for routine medical care, not emergencies, an explicit violation of Medicaid rules. WATCH: https://twitter.com/USAttyEssayli/status/2013360442626973796?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E2013360442626973796%7Ctwgr%5E80a417827250e274cad382abb10aebc715484685%7Ctwcon%5Es1_c10&ref_url=https%3A%2F%2Fwww.thegatewaypundit.com%2F2026%2F01%2Fbusted-california-ordered-return-1-billion-after-dr%2F Source: thegatewaypudit.com https://twitter.com/FBI_Response/status/2013361891712631238?s=20   are th https://twitter.com/BehizyTweets/status/2013417355272130860?s=20 https://twitter.com/greg_price11/status/2013350008733487510?s=20   brackets of 8% and 10% on people making over $600K.  – A new 10% tax bracket for anyone making over $1M. – 3.8% investment tax on top of state income taxes. – Raise the hotel tax. – New personal property tax on landscaping equipment. – Ban gas powered leaf blowers. – Guarantee illegal aliens free education. – Make it illegal to approach somebody at an abortion clinic. – Extend the time absentee ballots can be received after election day to three days – Allow people to cast their votes electronically through the internet. – Expand ranked-choice voting. – Extend the deadline for ballot curing to one week after election day. – Redact the addresses of political candidates from FOIAs. – Add Virginia to the National Popular Vote Compact for presidential electors. – Make it illegal to hand count ballots. – $500 sales tax on firearm suppressors . – “Assault weapons” and large capacity magazine ban. – 11% sales tax on all firearms and ammunition. – Prohibit outdoor shooting of a firearm on land less than 5 acres. – Lower the criminal penalties for robbery. – Ban the arrest of illegal aliens in courthouses. – Remove mandatory minimum sentences. – Allow localities to install speed cameras.  Replace Columbus Day with “Indigenous Peoples Day.” https://twitter.com/nedryun/status/2013371388653117889?s=20  an existential threat to their party.” President Trump's Plan The Insurrection Act could be a dress rehearsal for interfering in the midterms President Trump has threatened to invoke the Insurrection Act, a statute first enacted in 1792, allowing him to deploy the military inside the United States in response to protests in Minnesota. The largely peaceful protests intensified after an Immigration and Customs Enforcement agency officer shot and killed Reneé Good, a Minneapolis mother, after an encounter. “If the corrupt politicians of Minnesota don't obey the law and stop the professional agitators and insurrectionists from attacking the Patriots of ICE who are only trying to do their job, I will institute the INSURRECTION ACT,” Trump wrote last Thursday morning on Truth Social, adding that the move would “quickly put an end to the travesty that is taking place in that once great state.” He has already alerted 1,500 troops in Alaska for possible deployment to Minnesota. If he does it, the action will certainly face legal challenges. Occasional acts of violence do not an insurrection make. But don't bet on the Supreme Court to block Trump from invoking the law. Before this court, the bottom line is that Trump usually wins.   Americans have been traditionally uncomfortable with the use of the military for domestic law enforcement. Granted, the law gives the president power to deploy troops in an emergency. Trump tried it with the National Guard in Chicago but was shot down by the Supreme Court because of the statutory requirement of showing that “regular forces,” namely the military, would not be effective in executing the law.  Does Trump see the deployment of the military in Minnesota as a dress rehearsal for the armed forces policing key polling places to intimidate voters and seize voting machines? A slippery slope is always dangerous, and a slippery slope from a fragile democracy to a malignant authoritarianism is a real red flag for all of us. Source: thehill.com https://twitter.com/ElectionWiz/status/2013682627941630020?s=20 https://twitter.com/WarClandestine/status/2013329534729285982?s=20   It's all one giant criminal conspiracy, imbedded within our own system. Uprooting it, while managing public perception, is not an easy or straightforward task. This is why the Insurrection Act and the NG Quick Reaction Force are so important, because the enemy we are facing is within. Foreign adversaries have infiltrated the United States, and they used the Democrat Party as a vehicle to destroy this nation from within. The US MIL must be on standby to safeguard the public, because the Dems are going to try to burn this nation to the ground in an attempt to avoid accountability for their crimes . That's what you are witnessing right now. A cold/warm civil war, that the Dems are trying to turn into a hot civil war. https://twitter.com/DC_Draino/status/2013410848186798440?s=20  https://twitter.com/thomasjeans/status/2013481182785077577?s=20  https://twitter.com/justicecometh/status/2013434601935376795?s=20  https://twitter.com/TheNatConvo/status/2010225316598559209?s=20  https://twitter.com/MarioNawfal/status/2013577244950851725?s=20   (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:13499335648425062,size:[0, 0],id:"ld-7164-1323"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="//cdn2.customads.co/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs");

China sold a record amount of Treasuries last quarter, which is actually more confirmation of the monetary tightening story over the summer which is now spilling out into the mainstream in the form of elevated repo rates, SOFR, and repo borrowing from the Fed. At the same time and for very much related reasons, private foreign counterparties were buying huge amounts of, yes, US Treasuries. There was no rejection at all, quite the contrary all of it pointing to growing expectations for the fallout from flat Beveridge. 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------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------Eurodollar University's EARLY BLACK FRIDAY SALEGet our DDA+ subscription including the DDA, a membership, and the Daily Briefing for one ultra-low price. Not only that, we'll also include the Substack One Big Weekly Theme subscription to. Huge value and huge savings. https://https://www.eurodollar.university/black-friday-2025---------------------------------------------------------------------------------------------------------------------https://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU