Podcasts about vaneck

This week, Jill Gunter from Espresso joins the show to discuss the state of crypto today. We deep dive into how has crypto evolved, why privacy matters, predictions for 2026, will Espresso launch a token & more. Enjoy! -- Follow Jill: https://x.com/jillgun Follow Jason: https://x.com/JasonYanowitz Follow Empire: https://twitter.com/theempirepod Join the Empire Telegram: https://t.me/+CaCYvTOB4Eg1OWJh -- This Empire episode is brought to you by VanEck. Learn more about the VanEck Onchain Economy ETF (NODE): http://vaneck.com/EmpireNODE An investment in the Fund involves a substantial risk and is not suitable for all investors. It is possible to lose your entire principal investment. The Fund may invest nearly all of its net assets in either Digital Transformation Companies and/or Digital Asset Instruments. The Fund does not invest in digital assets or commodities directly. Digital asset instruments may be subject to risks associated with investing in digital asset exchange-traded products (“ETPs”), which include the historical extreme volatility of the digital asset and cryptocurrency market, as well as less regulation and thus fewer investor protections, as these ETPs are not investment companies registered under the Investment Company Act of 1940 (“1940 Act”) or commodity pools for the purposes of the Commodity Exchange Act (“CEA”). Investing involves substantial risk and high volatility, including possible loss of principal. Visit vaneck.com to read and consider the prospectus, containing the investment objective, risks, and fees of the fund, carefully before investing. © Van Eck Securities Corporation, Distributor, a wholly owned subsidiary of Van Eck Associates Corporation. -- GEODNET is the world's largest RTK network, delivering real-time, centimeter-level precision for drones, robots, farmers, and first responders. Recognized by the U.S. Congress, this blockchain-powered network supports mission-critical applications across a wide range of industries. Discover how GEODNET is changing the world: [https://geodnet.com] -- Uniswap's Trading API offers plug-and-play access to deep onchain and off-chain liquidity, delivering enterprise-grade crypto trading without the complexity - from one of the most trusted teams in DeFi. Click to get started with seamless, scalable access to Uniswap's powerful onchain trading infrastructure. https://hub.uniswap.org/?utm_source=blockworks&utm_medium=podcast&utm_campaign=ww_web_bw_awa_trading-api_20251117_podcast_clicks -- Timestamps (00:00) Introduction (02:44) The State of Crypto Today (10:21) How Has Crypto Evolved? (19:18) Ads (VanEck, Geodnet, Uniswap) (21:40) Why Privacy Matters (35:55) Who Wins In Crypto Infra? (45:56) Crypto's Identity Crisis (52:52) Predictions For 2026 (55:49) When Will Espresso Launch A Token? -- Disclaimer: Nothing said on Empire is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.

This week, we discuss whether 2025 is crypto's dot-com moment. We deep dive into how to allocate capital as crypto and fintech continue to merge, crypto's token-vs-equity dilemma, Coinbase's recent product releases, who wins the stablecoin race and more. Enjoy! -- Follow Jason: https://x.com/JasonYanowitz Follow Rob: https://x.com/HadickM Follow Santi: https://x.com/santiagoroel Follow Empire: https://twitter.com/theempirepod -- This Empire episode is brought to you by VanEck. Learn more about the VanEck Onchain Economy ETF (NODE): http://vaneck.com/EmpireNODE An investment in the Fund involves a substantial risk and is not suitable for all investors. It is possible to lose your entire principal investment. The Fund may invest nearly all of its net assets in either Digital Transformation Companies and/or Digital Asset Instruments. The Fund does not invest in digital assets or commodities directly. Digital asset instruments may be subject to risks associated with investing in digital asset exchange-traded products (“ETPs”), which include the historical extreme volatility of the digital asset and cryptocurrency market, as well as less regulation and thus fewer investor protections, as these ETPs are not investment companies registered under the Investment Company Act of 1940 (“1940 Act”) or commodity pools for the purposes of the Commodity Exchange Act (“CEA”). Investing involves substantial risk and high volatility, including possible loss of principal. Visit vaneck.com to read and consider the prospectus, containing the investment objective, risks, and fees of the fund, carefully before investing. © Van Eck Securities Corporation, Distributor, a wholly owned subsidiary of Van Eck Associates Corporation. -- Uniswap's Trading API offers plug-and-play access to deep onchain and off-chain liquidity, delivering enterprise-grade crypto trading without the complexity - from one of the most trusted teams in DeFi. Click to get started with seamless, scalable access to Uniswap's powerful onchain trading infrastructure. https://hub.uniswap.org/?utm_source=blockworks&utm_medium=podcast&utm_campaign=ww_web_bw_awa_trading-api_20251117_podcast_clicks -- Timestamps: (00:00) Introduction (04:06) Is 2025 Crypto's Dot Com Moment? (13:12) Crypto's Token vs Equity Dilemma (28:30) Ads (VanEck, Uniswap) (30:12) Coinbase's Product Releases (35:25) Who Wins The Stablecoin Race? (46:58) Vaults (56:50) Content of The Week -- Disclaimer: Nothing said on Empire is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.

Peter Schiff delivers a stark warning: America is headed for the biggest economic crisis of our lifetimes - not a stock market crash, but a dollar collapse leading to an inflationary depression. He explains why gold hitting $4,300 and silver above $66 are screaming signals of an impending currency crisis, responds to Trump's personal attack calling him a "jerk" and "loser" on Truth Social, and breaks down why both Trump and Biden caused the inflation crisis through massive deficit spending and Fed money printing. Schiff reveals why he's positioned his portfolio for a dollar crash (up 60-120% this year in precious metals), predicts a radical left Democrat will win in 2028, and explains the dark reality: Americans will experience a poor country's economy but with higher prices - unless they protect their wealth now with gold, silver, and foreign assets.This episode is brought to you by VanEck. Learn more about the VanEck Rare Earth and Strategic Metals ETF: http://vaneck.com/REMXJuliaLinks:https://x.com/PeterSchiffEuropac.comhttp://SchiffGold.comTimestamps: 00:00 Intro and welcome Peter Schiff01:19 Big picture macro view: America's bleak outlook04:00 Gold and silver screaming currency crisis is coming07:04 Prediction: Radical left Democrat in White House 202808:39 Peter's reaction to Trump's Truth Social attack10:19 Trump's ridiculous claim that prices are coming down11:37 Biden and Trump both caused inflation crisis13:40 Trump's "big beautiful bill" making deficits worse15:00 Republicans in trouble for 2026 midterms16:28 Trump is not a real conservative or capitalist22:12 Affordability crisis and government spending problem23:33 No politically viable way to right the ship25:00 We need higher interest rates, not lower27:28 Gold up 65%, silver up 120% this year28:30 Why "perma bear" label is wrong30:00 The dollar crash Peter has been predicting32:22 Investors moving money overseas from US stocks34:02 How gold skyrocketing pulls rug from under dollar36:08 Dollar reserve currency status ending38:22 Inflationary depression: weak economy, high inflation44:31 How everyday Americans will be impacted47:09 Early innings for gold and silver53:41 What Peter wishes he said on Tucker56:20 Capitalism blamed for socialism's damage57:59 Wrap up and appreciation

On this TCAF Tuesday, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ is joined by Dan Ives and Neil Dutta to talk about AI, Tesla, the Fed, chances of market turmoil in 2026, and much more! This episode is brought to you by VanEck. Learn more about the VanEck Semiconductor ETF: http://vaneck.com/SMHCompound Sign up for ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Compound Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and never miss out! Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://instagram.com/thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://twitter.com/thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/company/the-compound-media/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ TikTok: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.tiktok.com/@thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ritholtz Wealth Management⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/advertising-disclaimers⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/podcast-youtube-disclosures/⁠⁠⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

US unemployment has jumped to 4.6%, fueled by government layoffs and sector-specific weakness. Tom Storey and VanEck’s Cameron McCormack discuss whether this bad news is actually "good news" for those hoping for Fed rate cuts. They explore the rise of "dovish" Fed Chair frontrunner Kevin Hassett, his aggressive 1% inflation target, and the game-changing news that the Nasdaq is moving to 23-hour trading. Is the era of the 9-to-5 market officially over for Australian investors?See omnystudio.com/listener for privacy information.

Michael Green, Chief Strategist and Portfolio Manager for Simplify Asset Management, joins Julia La Roche on episode 318 to break down his viral three-part series on America's real poverty line, revealing why families making $100,000-$140,000 are trapped in what he calls the "valley of death" - where government benefits are withdrawn before cash earnings can replace them. He explains how childcare costs, benefit cliffs, and tax code changes since the 1950s have made the American Dream nearly impossible for young families, why economists reacted so negatively to his work, and how the official poverty line ($31,200) is completely disconnected from reality. Green also discusses the implications for markets, predicting a 1929-style crash from passive investing flows, and shares what gives him hope: human potential and the power of free people over slaves.This episode is brought to you by VanEck. Learn more about the VanEck Rare Earth and Strategic Metals ETF: http://vaneck.com/REMXJuliaLinks:Follow Mike on X: https://twitter.com/profplum99Read Mike's Substack: https://www.yesigiveafig.com/Visit Simplify: https://www.simplify.us/Timestamps00:00 Intro and welcome Mike Green01:00 Genesis of the viral poverty line series and why the American Dream is breaking down05:25 The Valley of Death and the benefit cliffs 06:21 The working poor 07:50 Childcare 09:10 $100,000 used to mean something different12:10 The precarity line13:10 How we got here: tax code changes and the gaslighting about taxes and the 1%16:30 What's the solution?18:01 Implications of fixing the problem21:40 Why economists reacted so viscerally24:18 Sentiment analysis 26:35 Revealing what academics have been missing28:34 The affordability crisis vs inflation debate31:35 We need a different framework for poverty32:47 Where this is headed if nothing changes34:45 Political implications 39:09 What Mike plans to do about it40:35 Markets and passive investing momentum46:41 Wrap up and where to find Mike Green

This week, we discuss Polymarket data accuracy, VC involvement in portfolio companies, Paradigm's Tempo testnet launch, reflections on burnout in crypto, and Farcaster's pivot. Enjoy! – Follow Jason: https://x.com/JasonYanowitz Follow Rob: https://x.com/HadickM Follow Santi: https://x.com/santiagoroel Follow Empire: https://twitter.com/theempirepod —- Zcash is encrypted Bitcoin. Your digital bill of rights securing your freedom for the 21st century. Buy, store and spend ZEC privately using Zashi Wallet download today: https://electriccoin.co/zashi/ -- This Empire episode is brought to you by VanEck. Learn more about the VanEck Onchain Economy ETF (NODE): http://vaneck.com/EmpireNODE An investment in the Fund involves a substantial risk and is not suitable for all investors. It is possible to lose your entire principal investment. The Fund may invest nearly all of its net assets in either Digital Transformation Companies and/or Digital Asset Instruments. The Fund does not invest in digital assets or commodities directly. Digital asset instruments may be subject to risks associated with investing in digital asset exchange-traded products (“ETPs”), which include the historical extreme volatility of the digital asset and cryptocurrency market, as well as less regulation and thus fewer investor protections, as these ETPs are not investment companies registered under the Investment Company Act of 1940 (“1940 Act”) or commodity pools for the purposes of the Commodity Exchange Act (“CEA”). Investing involves substantial risk and high volatility, including possible loss of principal. Visit vaneck.com to read and consider the prospectus, containing the investment objective, risks, and fees of the fund, carefully before investing. © Van Eck Securities Corporation, Distributor, a wholly owned subsidiary of Van Eck Associates Corporation. -- Uniswap's Trading API offers plug-and-play access to deep onchain and off-chain liquidity, delivering enterprise-grade crypto trading without the complexity - from one of the most trusted teams in DeFi. Click to get started with seamless, scalable access to Uniswap's powerful onchain trading infrastructure. https://hub.uniswap.org/?utm_source=blockworks&utm_medium=podcast&utm_campaign=ww_web_bw_awa_trading-api_20251117_podcast_clicks – Timestamps: (00:00) intro (06:00) Polymarket Data (09:12)  How Involved Should VCs Be? (14:48) Ads (Zcash) (15:25)  Tempo Testnet Goes Live (28:48) Ads (Zcash) (29:25)  Burnout Across Crypto (49:05) Ads (VanEck, Uniswap) (50:47)  Farcaster Pivots (01:01:27) Content of the Week — Disclaimer: Nothing said on Empire is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.

Melody Wright, author of M3 Melody Substack, returns to the show for an in-person episode to discuss her outlook for housing and why we could see a price correction of 38%. This episode is brought to you by VanEck. Learn more about the VanEck Rare Earth and Strategic Metals ETF: http://vaneck.com/REMXJuliaLinks:YouTube; https://www.youtube.com/@m3_melodyX: https://x.com/m3_melodySubstack: https://m3melody.substack.com/Timestamps0:00 - Introduction: Melody Wright joins the show 00:44 - Housing market frozen for three years - lowest sales since 19952:12 - Institutions are net selling and preparing for what's coming 3:16 - The middle class squeezed out of housing market 4:11 - Debunking the "structural housing shortage" myth 6:12 - Regional housing story: What Zillow data reveals 8:03 - Who's running for the exits first: Institutions vs Mom & Pop 9:17 - Home prices going negative for first time in 2+ years 10:20 - 38% correction coming - when housing becomes affordable again11:56 - Why Fed rate cuts won't help housing 14:04 - The China parallel: Over-building and empty inventory 16:48 - Demographics: The silver tsunami and vacant homes 18:15 - Timeline: When foreclosures will materially increase 21:04 - FHA program shutdown and masking delinquencies 23:48 - Why this crisis is worse than 2008 for millennials 24:50 - What Melody changed her mind on about housing 26:04 - The #1 thing people are getting wrong about housing 27:48 - National Association of REALTORS responds to Melody 28:52 - What keeps Melody up at night 30:00 - What a healthy housing market looks like 31:45 - Final advice: Say no to debt slavery and wait

Danielle DiMartino Booth, CEO and Chief Strategist at QI Research, joins Julia La Roche to break down the FOMC and discuss her open letter manifesto to the committee written on behalf of every hard-working American. This episode is brought to you by VanEck. Learn more about the VanEck Rare Earth and Strategic Metals ETF: http://vaneck.com/REMXJuliaLinks:    Danielle's open letter: https://quillintelligence.com/2025/12/10/the-weekly-quill-open-letter-2/Danielle's Twitter/X: https://twitter.com/dimartinobooth  Substack: https://dimartinobooth.substack.com/ YouTube: https://www.youtube.com/@DanielleDiMartinoBoothQIFed Up: https://www.amazon.com/Fed-Up-Insiders-Federal-Reserve/dp/0735211655Timestamps: 0:00 Intro and welcome back Danielle 00:33 Reaction to FOMC 01:36 QE? 02:40 Markets are overreacting 02:59 Danielle's open letter to The Federal Open Market Committee06:57 Kevin Hassett 08:45 How to preserve Fed independence 09:20 Every Hardworking American Who Wakes Up in the Morning Asking Themselves What Went Wrong10:42 The Fed's conflicting mandates 12:25 The unprecedented level of dissent 15:04 Powell was passionately against QE back in 201217:21 The Fed could exert its independence 18:50 Markets think it's QE, but is it? 20:09 Powell 21:29 Fed policy is eviscerating the middle class 25:10 Labor market dynamics 30:12 Biggest fear - civil war without honest monetary policy 32:45 Call to action

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Met goede omzet- en winstcijfers tóch onderuitgaan op de beurs. Het overkomt wel meer bedrijven en deze week was het de beurt aan Oracle. De koers ging zo'n 10 procent onderuit, terwijl er echt geen grote zorgen zijn, of het moet zijn dat de zorgen bij beleggers over de 'AI-bubbel' toenemen. Bij Han Dieperink van Aureus Vermogensbeheer is daarvan geen sprake. "Ik lees dat er zorgen zijn over de schuldenlast bij Oracle, maar dat is echt overdreven. Een schuld van 6 procent is voor een bedrijf als Oracle prima te dragen. Wim Zwanenburg van Stroeve Lemberger is het met hem eens. "Die cijfers van Oracle vielen mij hartstikke mee eerlijk gezegd. Allen de softwareontwikkeling viel een beetje tegen." Het algemene beurssentiment is ook nog steeds best goed, de experts verwachten een lichte maar gestage stijging voor de komende periode en de fundamentals zijn eigenlijk nog steeds prima. De winsten van de meeste grote bedrijven laten nog steeds groei zien en de vooruitzichten zijn ook nog steeds positief. Verder in de podcast aandacht onder andere voor de definitieve verhuizing en naamsverandering van Aegon en de overnamestrijd rond mediagigant Warner Bros. Natuurlijk bespreken we ook de luisteraarsvragen en geven de experts hun tip. Voor Wim is dat een algemene tip over een specifieke sector, Han tipt een Amerikaanse financiële instelling. Geniet van de podcast! Let op: alleen het eerste deel is vrij te beluisteren. Wil je de hele podcast (luisteraarsvragen en tips) horen, wordt dan Premium lid van BeursTalk. Dat kost slechts 9,95 per maand, 99 euro voor een heel jaar. Abonneren kan hier! VanEck ETF’s (advertorial) Deze week is ook weer het tweewekelijks gesprek te beluisteren met Martijn Rozemuller, ceo van VanEckETF’s, de partner van BeursTalk. Deze week is het laatste gesprek van dit jaar, dus we blikken terug en we kijken vooruit naar 2026. Tot slot zetten we nog twee ETF's in het zonnetje die het in de maand november erg goed deden. Terugkijkend op 2025 is Martijns conclusie dat het een heel goed jaar was. Dat geldt niet alleen voor de gestegen koersen die het vermogen onder beheer hebben laten stijgen, maar zeker ook voor de instroom in ETF's, die eveneens is toegenomen. Wat het jaar voor Martijn extra glans geeft, is dat VanEck zelfs harder is gegroeid dan de markt. Voor 2026 heeft Martijn zeker oog voor de risico's, maar de sterke trends die het succes van 2025 bepaalden, houden waarschijnlijk aan in het komend jaar. AI was natuurlijk de grote smaakmaker, maar Martijn vindt wel dat AI de groeibelofte in 2026 zal moeten waarmaken. Hoewel Martijn niet veel opheeft met ranglijsten, is toch aardig dat twee ETF's van VanEck in november in de top-10 van Morningstar. Het gaat, niet verrassend, om de VanEck Gold Miners UCITS ETF en de VanEck Junior Gold Miners UCITS ETF. Ook de trend in goud, denkt Martijn, zal in 2026 aanhouden. Geniet van de podcast! De gepresenteerde informatie door VanEck Asset Management B.V. en de aan haar verbonden en gelieerde bedrijven (samen "VanEck") is enkel bedoeld voor informatie en advertentie doeleinden aan Nederlandse beleggers die Nederlands belastingplichtig zijn en vormt geen juridisch, fiscaal of beleggingsadvies. VanEck Asset Management B.V. is een UCITS-beheerder. Loop geen onnodig risico. Lees de Essentiële Beleggersinformatie of het Essentiële-informatiedocument. Meer informatie? https://www.vaneck.com/nl/nl/See omnystudio.com/listener for privacy information.

Hoe verliep de beursgang van ijsmaker Magnum? En: Oracle en BroadCom presenteren deze week hun kwartaalcijfers . Wat kunnen we verwachten van deze tech-giganten?Dat en meer bespreken we in het Beleggerspanel van BNR Zakendoen Panelleden Presentator Thomas van Zijl gaat in gesprek met het Beleggerspanel, dat deze keer bestaat uit: -Wim Zwanenburg, beleggingsstrateeg bij Stroeve Lemberger -Martijn Rozemuller, Head of Europe bij VanEck. Abonneer je op de podcast Ga naar de pagina van het Beleggerspanel en abonneer je op de podcast, ook te beluisteren via Apple Podcast, Spotify en elke dinsdag live om 11:30 uur in BNR Zakendoen.See omnystudio.com/listener for privacy information.

This week, CIO of Bitwise Matt Hougan joins the show to discuss fading the power of the four-year cycle, the accelerating wave of institutional adoption, and whether Strategy selling its Bitcoin is a real risk. Matt also weighs in on the Santi-Haseeb L1 debate, balancing token value with investment, and what he thinks drives the next phase of growth. Enjoy! — Follow Matt: https://x.com/Matt_Hougan  CIO Memo: https://bit.ly/4pK4gmC  Follow Jason: https://x.com/JasonYanowitz  Follow Santi: https://x.com/santiagoroel  Follow Empire: https://twitter.com/theempirepod  — Zcash is encrypted Bitcoin. Your digital bill of rights securing your freedom for the 21st century. Buy, store and spend ZEC privately using Zashi Wallet download today: https://electriccoin.co/zashi/ — Katana is a DeFi-first chain built for deep liquidity and high yield. No empty emissions, just real yield and sequencer fees routed back to DeFi users.Pre-deposit now: Earn high APRs with Turtle Club [https://app.turtle.club/campaigns/katana] or spin the wheel with Katana Krates https://app.katana.network/krates—This Empire episode is brought to you by VanEck.Learn more about the VanEck Onchain Economy ETF (NODE): http://vaneck.com/EmpireNODEAn investment in the Fund involves substantial risk and is not suitable for all investors. You may lose your entire principal investment. The Fund may invest nearly all of its net assets in Digital Transformation Companies and/or Digital Asset Instruments but does not invest in digital assets or commodities directly.Digital Asset Instruments may involve risks tied to investing in digital asset exchange-traded products (“ETPs”), including the historically extreme volatility of digital asset and cryptocurrency markets and reduced regulation and investor protections, as these ETPs are not registered investment companies under the Investment Company Act of 1940 (“1940 Act”) or commodity pools under the Commodity Exchange Act (“CEA”).Investing involves substantial risk and high volatility, including possible loss of principal. Visit vaneck.com to review the prospectus, including the Fund's investment objective, risks, and fees, before investing.© Van Eck Securities Corporation, Distributor, a wholly owned subsidiary of Van Eck Associates Corporation.—GEODNET is the world's largest RTK network, delivering real-time, centimeter-level precision for drones, robots, farmers, and first responders. Recognized by the U.S. Congress, this blockchain-powered network supports mission-critical applications across a wide range of industries.Discover how GEODNET is changing the world: [https://geodnet.com]—Uniswap's Trading API offers plug-and-play access to deep onchain and off-chain liquidity, delivering enterprise-grade crypto trading without the complexity - from one of the most trusted teams in DeFi.Click to get started with seamless, scalable access to Uniswap's powerful onchain trading infrastructure.https://bit.ly/4pt0Fd0 — Timestamps 00:00 Intro 03:28 2026 vs The Four Year Cycle 05:06 Bitcoin Covered Call Strategy 07:44 The Case Against The 4-Year Cycle 11:14 Ads (Zcash, Katana) 12:31 Will Strategy Sell Its Bitcoin? 16:36 Inside The Institutional Mind 24:24 How Advisors Think About Crypto 27:40 The Best Stories In Crypto 30:23 Ads (Zcash, Katana) 31:39 Risk-First Investing 33:01 L1 Debate: Haseeb vs Santi 36:19 Balancing Token Value & Investment 40:16 Ads (VanEck, Uniswap) 41:58 Zcash & The Privacy Narrative 44:29 The Future Of ICOs 46:55 The Token-Equity Convergence 48:19 Final Thoughts — Disclaimer: Nothing said on Empire is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.

This week, Santi and Rob discuss market volatility, MicroStrategy's financial health, and Ethereum's valuation. They also dive into current macro conditions, recent Tether FUD, and prediction markets. Enjoy! – Follow Jason: https://x.com/JasonYanowitz Follow Rob: https://x.com/HadickM Follow Santi: https://x.com/santiagoroel Follow Empire: https://twitter.com/theempirepod —- Zcash is encrypted Bitcoin. Your digital bill of rights securing your freedom for the 21st century. Buy, store and spend ZEC privately using Zashi Wallet download today: https://electriccoin.co/zashi/ -- Katana is a DeFi-first chain built for deep liquidity and high yield. No empty emissions, just real yield and sequencer fees routed back to DeFi users. Pre-deposit now: Earn high APRs with Turtle Club [https://app.turtle.club/campaigns/katana] or spin the wheel with Katana Krates [https://app.katana.network/krates] -- This Empire episode is brought to you by VanEck. Learn more about the VanEck Onchain Economy ETF (NODE): http://vaneck.com/EmpireNODE An investment in the Fund involves a substantial risk and is not suitable for all investors. It is possible to lose your entire principal investment. The Fund may invest nearly all of its net assets in either Digital Transformation Companies and/or Digital Asset Instruments. The Fund does not invest in digital assets or commodities directly. Digital asset instruments may be subject to risks associated with investing in digital asset exchange-traded products (“ETPs”), which include the historical extreme volatility of the digital asset and cryptocurrency market, as well as less regulation and thus fewer investor protections, as these ETPs are not investment companies registered under the Investment Company Act of 1940 (“1940 Act”) or commodity pools for the purposes of the Commodity Exchange Act (“CEA”). Investing involves substantial risk and high volatility, including possible loss of principal. Visit vaneck.com to read and consider the prospectus, containing the investment objective, risks, and fees of the fund, carefully before investing. © Van Eck Securities Corporation, Distributor, a wholly owned subsidiary of Van Eck Associates Corporation. -- GEODNET is the world's largest RTK network, delivering real-time, centimeter-level precision for drones, robots, farmers, and first responders. Recognized by the U.S. Congress, this blockchain-powered network supports mission-critical applications across a wide range of industries. Discover how GEODNET is changing the world: [https://geodnet.com] -- Uniswap's Trading API offers plug-and-play access to deep onchain and off-chain liquidity, delivering enterprise-grade crypto trading without the complexity - from one of the most trusted teams in DeFi. Click to get started with seamless, scalable access to Uniswap's powerful onchain trading infrastructure. https://hub.uniswap.org/?utm_source=blockworks&utm_medium=podcast&utm_campaign=ww_web_bw_awa_trading-api_20251117_podcast_clicks – [Timestamps] (00:00) Intro (04:40) The L1 Valuation Debate (16:28) Ads (Zcash, Katana) (17:44) The Market's Lack of Liquidity  (30:07) Ads (Zcash, Katana) (31:24)  Thoughts on Saylor & MicroStrategy (46:25) Ads (VanEck, Geodnet,Uniswap) (48:47) Recent Tether FUD (57:47 ) Thoughts on Prediction Markets (01:09:18) Kraken Acquires xStocks (01:12:04) Favorite Christmas Movies —-- Disclaimer: Nothing said on Empire is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.

Hugh Hendry, "The Acid Capitalist," returns to the Julia La Roche Show. Hendry breaks down his "macro compass" portfolio framework: 25% equities (overweight Japanese stocks after their 35-year breakout), 25% US treasuries (buying TLT after a 50% decline), 25% alternatives (Bitcoin over gold due to market cap), and 25% strategic cash. His thesis: the treasury market is so large (100% of GDP) that it's prevented inflation despite massive deficit spending, but AI will cause 20% unemployment within 2-3 years. That unemployment will force governments into redistribution mode, finally breaking the system's ability to contain inflation. He discusses why tech valuations are near peak, why the yen carry trade matters, and why sterling may be the first major currency to collapse as the UK's service economy gets hit hardest by AI displacement.Hendry founded Eclectica Asset Management, a global macro hedge fund that was pretty much uncorrelated to everything in the financial universe. Hugh started Eclectica in 2002 and ran for 15 years before closing in 2017. He made more than 30% in 2008 betting against banks.This episode is brought to you by VanEck. Learn more about the VanEck Rare Earth and Strategic Metals ETF: http://vaneck.com/REMXJuliaLinks: Twitter/X: https://twitter.com/hendry_hugh Substack: https://hughhendry.substack.com/Podcast: https://podcasts.apple.com/us/podcast/the-acid-capitalist-podcast/id1511187978 YouTube: https://www.youtube.com/@HughHendryOfficial00:00 - Intro00:52 - The macro compass: 4 quadrant portfolio framework03:52 - Quadrant 1: Equities & why Hugh loves Japanese stocks06:10 - Pattern recognition: Buying 35-year breakouts08:32 - Quadrant 2: US treasuries (TLT) after 50% collapse10:35 - The AI singularity & 20% unemployment prediction12:48 - Cheap labor is over: The end of the China era15:07 - Why corporations will shed jobs (but won't admit it yet)18:37 - Quadrant 3: Gold vs Bitcoin - market cap analysis22:03 - Why Hugh prefers Bitcoin over gold25:46 - The currency quadrant: Which currencies to hold28:15 - Why the dollar may weaken despite being "king"32:28 - Hugh's trade of the year: Yen carry unwind38:42 - The reflexivity problem: AI makes everything cheaper43:15 - Why we didn't get hyperinflation despite massive printing48:29 - The treasury market as a "fire gap" stopping inflation53:14 - Tech valuations: Are we in a bubble?58:36 - Why Hugh thinks we're near peak valuations1:02:44 - Why the treasury market stopped inflation (100% of GDP)1:04:31 - The chaos trigger: 20% unemployment will break everything1:05:00 - Youth unemployment & the rise of socialist politics1:06:23 - NYC mayor & the "no billionaires" movement1:07:06 - The UK disaster: Disability spending & currency collapse1:09:34 - Sterling as first currency casualty of AI

SBS Finance Editor Ricardo Gonçalves speaks with Stephen Halmarick from Economists Unchained and Alice Shen from VanEck to find out what today's official GDP data really says about the economy, implications for interest rates, and how the sharemarket reacted.

Dr. Mark Thornton, Senior Fellow at the Mises Institute and Austrian economist who correctly called the housing bubble, warns that we're living in an everything bubble with a flock of black swans ready to ignite a crisis. From commercial real estate cover-ups to private equity opacity, data center spending without defined returns, and trillions in government debt, Dr. Thornton explains how Fed manipulation and artificial interest rates have created malinvestments across the economy—and why Trump's push for lower rates will only fuel more bubble activity. He breaks down Austrian Business Cycle Theory, why we're on the on-ramp to hyperinflation with 2026 looking turbulent, and makes the case for gold and silver as essential hedges against fiat money depreciation in a world of central bank money printing and currency debasement.This episode is brought to you by VanEck. Learn more about the VanEck Rare Earth and Strategic Metals ETF: http://vaneck.com/REMXJuliaLinksX: https://x.com/DrMarkThorntonFree Hayek book: https://store.mises.org/Hayek-for-the-21st-Century-P11367.aspxMises Institute: https://mises.org/profile/mark-thorntonTimestamps: 0:00 Intro and welcome Dr. Mark Thornton 01:09 Concerns about the macro economy 6:35 Fed manipulation creating vast array of potential swans 12:00 What if inflation ticks up? Long-term government debt and currency depreciation fears 14:50 Living through an everything bubble 18:40 Fed outlook22:30 Austrian Business Cycle Theory explained 28:30 Malinvestment and artificial credit expansion 34:50 Who really benefits from the Fed's policies? 44:50 Inflation to pay off the national debt 46:00 Gold and silver as hedges against fiat money depreciation 52:40 Early on in the precious metals bull market, silver going above $50 is 'the end of the beginning' 1:00:03 Path to hyperinflation 1:07:01 Bitcoin and Austrian School of Economics compatibility 1:10:31 Final thoughts and closing

This week, we're back to discuss the top stories of the week. We deep dive into Klarna's stablecoin launch, the state of crypto VC, Hyperliquid's launch of equity perps & more. Enjoy! -- Follow Jason: https://x.com/JasonYanowitz Follow Rob: https://x.com/HadickM Follow Santi: https://x.com/santiagoroel Follow Empire: https://twitter.com/theempirepod -- Referenced In The Show: Jeff Yass - https://www.youtube.com/watch?v=qU9N75Fe1yU Part 1: My Life Is a Lie - https://www.yesigiveafig.com/p/part-1-my-life-is-a-lie?publication_id=1272022&post_id=179492574&isFreemail=false&r=5205r&triedRedirect=true Competition is for Losers with Peter Thiel - https://www.youtube.com/watch?v=3Fx5Q8xGU8k -- Zcash is encrypted Bitcoin. Your digital bill of rights securing your freedom for the 21st century. Buy, store and spend ZEC privately using Zashi Wallet download today: https://electriccoin.co/zashi/ -- Katana is a DeFi-first chain built for deep liquidity and high yield. No empty emissions, just real yield and sequencer fees routed back to DeFi users. Pre-deposit now: Earn high APRs with Turtle Club [https://app.turtle.club/campaigns/katana] or spin the wheel with Katana Krates [https://app.katana.network/krates] -- This Empire episode is brought to you by VanEck. Learn more about the VanEck Onchain Economy ETF (NODE): http://vaneck.com/EmpireNODE An investment in the Fund involves a substantial risk and is not suitable for all investors. It is possible to lose your entire principal investment. The Fund may invest nearly all of its net assets in either Digital Transformation Companies and/or Digital Asset Instruments. The Fund does not invest in digital assets or commodities directly. Digital asset instruments may be subject to risks associated with investing in digital asset exchange-traded products (“ETPs”), which include the historical extreme volatility of the digital asset and cryptocurrency market, as well as less regulation and thus fewer investor protections, as these ETPs are not investment companies registered under the Investment Company Act of 1940 (“1940 Act”) or commodity pools for the purposes of the Commodity Exchange Act (“CEA”). Investing involves substantial risk and high volatility, including possible loss of principal. Visit vaneck.com to read and consider the prospectus, containing the investment objective, risks, and fees of the fund, carefully before investing. © Van Eck Securities Corporation, Distributor, a wholly owned subsidiary of Van Eck Associates Corporation. -- GEODNET is the world's largest RTK network, delivering real-time, centimeter-level precision for drones, robots, farmers, and first responders. Recognized by the U.S. Congress, this blockchain-powered network supports mission-critical applications across a wide range of industries. Discover how GEODNET is changing the world: [https://geodnet.com] -- Uniswap's Trading API offers plug-and-play access to deep onchain and off-chain liquidity, delivering enterprise-grade crypto trading without the complexity - from one of the most trusted teams in DeFi. Click to get started with seamless, scalable access to Uniswap's powerful onchain trading infrastructure. https://hub.uniswap.org/?utm_source=blockworks&utm_medium=podcast&utm_campaign=ww_web_bw_awa_trading-api_20251117_podcast_clicks -- (00:00) Intro (07:14) Klarna Launches KlarnaUSD (17:25) Ads (Zcash, Katana) (41:12) The State of Crypto VC (44:16) Ads (Zcash, Katana) (45:32) The Prediction Market Wars (57:28) Ads (VanEck, Geodnet, Uniswap) (59:50) Hyperliquid Launches Equity Perps (01:07:21) Coinbase To Acquire Vector.fun (01:18:00) Berachain & Nova Digital's $25 Million Refund Right (01:26:41) Content of The Week -- Disclaimer: Nothing said on Empire is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice.

Programming Note: Happy Thanksgiving! This is a special rebroadcast from the Alfalfa archives. This episode originally aired on May 17, 2023.From the infamous $19 hot dog incident to a deep dive into the "Caryn.AI" controversy where an influencer generated $71k in a week. We also break down VanEck's bold ETH price prediction model, debate whether Ledger's recovery update betrayed the crypto ethos, and discuss why the future of loneliness might look a lot like the movie "Her."Welcome to the Alfalfa Podcast

Prosus, dat sterk leunt op zijn belang in Tencent, liet dit kwartaal goede cijfers zien, vindt Richard de Jong van Van Lieshout & Partners. "Alle onderdelen maken nu voor het eerst winst. De omzet steeg met 22 procent en de brutowinst zelfs met 99 procent, kortom: hartstikke goed." Martine Hafkamp van Fintessa Vermogensbeheer is het daar grotendeels mee eens. "De kasstroom die het grote belang in Tencent oplevert is natuurlijk heel belangrijk, maar het bedrijf doet veel meer. Vrijwel niemand kijkt daarnaar, maar Prosus heeft duidelijk de ambitie om het grootste techbedrijf van Europa te worden." De reden dat de koers toch daalde duidt op winstnemingen, Prosus is met een koersstijging van 40 procent een van de grotere stijgers in de AEX. Over het sentiment zijn beide experts het ook eens: dat is nog steeds goed. Zowel Martine als Richard maakt zich geen zorgen over bijvoorbeeld een AI-bubbel. Of dat zo blijft zal vooral afhangen van het rentebesluit van de Fed in december. De winsten van bedrijven zijn in ieder geval hoger uitgekomen dan analisten hadden verwacht. Verder in de uitzending aandacht voor de cijfers van onder anderen Alibaba en de bezwaren die gerezen zijn tegen de fusie van Akzo Nobel en Axalta. Natuurlijk bespreken we de luisteraarsvragen en geven de experts hun tips. Martine gaat voor een Amerikaans techbedrijf, Richard tipt een ETF met de ISIN-code IE00BF16M727. Geniet van de podcast! Let op: alleen het eerste deel is vrij te beluisteren. Wil je de hele podcast (luisteraarsvragen en tips) horen, wordt dan Premium lid van BeursTalk. Dat kost slechts 9,95 per maand, 99 euro voor een heel jaar. Abonneren kan hier! VanEck ETF’s (advertorial) Deze week is ook weer het tweewekelijks gesprek te beluisteren met Martijn Rozemuller, ceo van VanEckETF’s, de partner van BeursTalk. Met Martijn bespreek ik deze week de invloed van de overheid op een aantal interessante bedrijfssectoren. Beleggers zijn doorgaans niet tuk op overheidsinvloed, maar in sommige gevallen kan het best goed uitpakken. Het bekendste voorbeeld is waarschijnlijk de sterk stijgende overheidsuitgaven op het gebied van defensie. VanEck geeft traditioneel ETF's uit die inspelen op trends, soms een beetje niche zijn, maar daardoor wel uniek. Een behoorlijk aantal van die trends worden nu versterkt doordat veel landen, vaak om geopolitieke redenen, veel geld in investeren. Denk daarbij bijvoorbeeld aan goud (centrale banken die het opkopen), ruimtevaart en zeldzame aardmetalen, VanEck heeft op al die sectoren specifieke ETF's: defensie, nucleaire energie, ruimtevaart, goud, computerchips, kwantumtechnologie en zeldzame aardmetalen. Martijn legt je er alles haarfijn over uit. Geniet van de podcast! De gepresenteerde informatie door VanEck Asset Management B.V. en de aan haar verbonden en gelieerde bedrijven (samen "VanEck") is enkel bedoeld voor informatie en advertentie doeleinden aan Nederlandse beleggers die Nederlands belastingplichtig zijn en vormt geen juridisch, fiscaal of beleggingsadvies. VanEck Asset Management B.V. is een UCITS-beheerder. Loop geen onnodig risico. Lees de Essentiële Beleggersinformatie of het Essentiële-informatiedocument. Meer informatie? https://www.vaneck.com/nl/nl/See omnystudio.com/listener for privacy information.

Professor Steve H. Hanke, professor of applied economics at Johns Hopkins University and the founder and co-director of the Institute for Applied Economics, Global Health, and the Study of Business Enterprise, joins Julia La Roche on 311. This episode is brought to you by VanEck. Learn more about the VanEck Rare Earth and Strategic Metals ETF: http://vaneck.com/REMXJuliaIn this episode, Professor Hanke warns that the Fed's decision to end quantitative tightening in December, combined with bank deregulation unlocking $2.6 trillion in lending capacity, could trigger dangerous money supply acceleration and reignite asset bubbles and inflation. He criticizes the Fed for "flying blind" by rejecting the quantity theory of money in favor of a volatile "data-dependent" approach. On recession, Professor Hanke sits "on the fence"—labor weakness justifies rate cuts, but money supply acceleration could prevent any slowdown. He maintains gold will reach $6,000 in this secular bull market.Links: Twitter/X: https://x.com/steve_hankeMaking Money Work book: https://www.amazon.com/Making-Money-Work-Rewrite-Financial/dp/13942572600:00 - Intro and welcome back Professor Steve Hanke 1:20 - Big picture: money supply as fuel for the economy 3:30 - Fed ending quantitative tightening in December 6:00 - Yellow lights flashing: potential money supply acceleration, asset price inflation concerns and stock market bubble Fed 8:35 - Fed funds rate cut probability fluctuating wildly 9:36 - Quantity theory of money vs. data-dependent Fed 11:37 - Flying blind by ignoring money supply 21:30 - Making Money Work book discussion 26:15 - Gold consolidating around $4,000, why it's headed to $6,00029:24 - Recession probability: sitting on the fence 30:45 - Labor market weakness vs. money supply acceleration 32:12 - Why rate cut is justified based on labor market 33:13 - Closing

Eric Fine, Portfolio Manager and Head of Active Emerging Market Debt at VanEck, joins Tellimer CEO Duncan Wales to unpack how emerging markets have evolved from cyclical shock-takers to structural beneficiaries in a world where fiscal dominance is increasingly a developed-market issue. The conversation dives into the transformation of EM policy credibility, the rise of local-currency markets, and the shifting dynamics of reserve management driven by sanctions, gold accumulation, and the growing influence of CNY. They also explore the surge in EMFX, the balance between local and hard-currency debt, and where the most compelling opportunities — and risks — sit as investors prepare for another potential wave of EM inflows.The Emerging Markets Podcast by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Tellimer⁠ – Emerging Markets, Connected. Check out the full Tellimer offering ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.The Emerging Markets Podcast dives into a range of topics in the emerging and frontier market world including investment themes, debt restructuring, elections, and geopolitical tensions.DISCLAIMERThis podcast is provided for information purposes and represents the personal opinions of the speakers. It is not an offer or solicitation for investment in any securities, nor should it be regarded as investment advice. Tellimer Technologies Limited does not offer or provide advice and no mention of a particular security in this podcast constitutes a recommendation to buy, sell or hold that or any security, portfolio of securities, or enter any transaction or investment strategy. Nor is any such mention an indication that any investment is suitable for any specific person.For more information, please visit ⁠⁠⁠⁠⁠Tellimer.com⁠⁠⁠⁠⁠. 

This week, Raoul Pal joins the show to discuss the current state of markets. As crypto & equities face their first significant sell off since the April lows, we deep dive into what's next for markets. Raoul discusses why he believes there's a wave of liquidity coming in 2026, how to trade crypto cycles, valuing crypto networks, has the DAT bubble burst, Raoul's AI thesis & more. Enjoy! -- Follow Raoul: https://x.com/RaoulGMI Follow Santi: https://x.com/santiagoroel Follow Empire: https://x.com/theempirepod -- Zcash is encrypted Bitcoin. Your digital bill of rights securing your freedom for the 21st century. Buy, store and spend ZEC privately using Zashi Wallet download today: https://electriccoin.co/zashi/ -- Katana is a DeFi-first chain built for deep liquidity and high yield. No empty emissions, just real yield and sequencer fees routed back to DeFi users. Pre-deposit now: Earn high APRs with Turtle Club [https://app.turtle.club/campaigns/katana] or spin the wheel with Katana Krates [https://app.katana.network/krates] -- This Empire episode is brought to you by VanEck. Learn more about the VanEck Onchain Economy ETF (NODE): http://vaneck.com/EmpireNODE An investment in the Fund involves a substantial risk and is not suitable for all investors. It is possible to lose your entire principal investment. The Fund may invest nearly all of its net assets in either Digital Transformation Companies and/or Digital Asset Instruments. The Fund does not invest in digital assets or commodities directly. Digital asset instruments may be subject to risks associated with investing in digital asset exchange-traded products (“ETPs”), which include the historical extreme volatility of the digital asset and cryptocurrency market, as well as less regulation and thus fewer investor protections, as these ETPs are not investment companies registered under the Investment Company Act of 1940 (“1940 Act”) or commodity pools for the purposes of the Commodity Exchange Act (“CEA”). Investing involves substantial risk and high volatility, including possible loss of principal. Visit vaneck.com to read and consider the prospectus, containing the investment objective, risks, and fees of the fund, carefully before investing. © Van Eck Securities Corporation, Distributor, a wholly owned subsidiary of Van Eck Associates Corporation. -- Uniswap's Trading API offers plug-and-play access to deep onchain and off-chain liquidity, delivering enterprise-grade crypto trading without the complexity - from one of the most trusted teams in DeFi. Click to get started with seamless, scalable access to Uniswap's powerful onchain trading infrastructure. https://hub.uniswap.org/?utm_source=blockworks&utm_medium=podcast&utm_campaign=ww_web_bw_awa_trading-api_20251117_podcast_clicks -- (00:00) Intro (01:25) Where Are We In The Macro Cycle? (10:11) How To Value Crypto Networks? (20:58) Ads (Zcash, Katana) (22:14) The K-Shaped Economy (25:31) Has The DAT Bubble Burst? (28:24) Why Liquidity Drives Markets (38:19) Ads (Zcash, Katana) (39:35) How To Trade Crypto Cycles (49:57) Ads (VanEck, Uniswap) (51:39) Raoul's AI Thesis -- Disclaimer: Nothing said on Empire is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.

Braden and Simon sit down with Jan van Eck, CEO of VanEck, for a wide-ranging conversation on where capital should be going over the next decade. Jan explains why he sees gold re-emerging as a global reserve asset, how central bank and emerging-market demand could fuel a long bull market, and why a 20% drawdown wouldn’t change his thesis. They dig into the AI build-out and the semiconductor cycle through SMH and Nvidia’s eye-popping margins, the risks and opportunities around OpenAI and infrastructure constraints, and how private credit stress may show up first in publicly traded BDCs. Jan also makes the long-term case for India as a distinct structural growth story within emerging markets, and the trio wrap up by talking about how AI and structured data will change investment research. Tickers of Stocks and ETF Discussed: SMH, GPZ, NVDA, AMZN, V, MA, BTC, SHOP, WMT, INFY, HD, MCD, GS Check out our portfolio by going to Jointci.com Our Website Our New Youtube Channel! Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.

New York Times' bestselling author Larry McDonald, founder of The Bear Traps Report, returns to The Julia La Roche Show for episode 310. McDonald warns that a credit crisis has officially started with 16+ "idiosyncratic" events spreading tentacles across markets, while a big disruption is coming in Q1 as $6-8 trillion may leave the NASDAQ 100. But this creates an incredible opportunity for the cheap part of the market as the great rotation from growth to value begins, with coal and natural gas companies offering 15% free cash flow yields while tech giants burn cash in an AI arms race that's destroying their balance sheets. The market has internally crashed with the average S&P stock down 30-40%, but a handful of names are masking the carnage—and Larry reveals where the smart money is rotating.This episode is brought to you by VanEck. Learn more about the VanEck Rare Earth and Strategic Metals ETF: http://vaneck.com/REMXJuliaLinks: How To Listen When Markets Speak: https://www.amazon.com/Listen-When-Markets-Speak-Opportunities-ebook/dp/B0C4DFVFNR Colossal Failure of Common Sense: https://www.amazon.com/Colossal-Failure-Common-Sense-Collapse/dp/B002IFLWMKTwitter/X: https://twitter.com/Convertbond Bear Traps Report: https://www.thebeartrapsreport.com/0:00 Intro: Welcome back Larry McDonald, founder of The Bear Traps Report & author of "How to Listen When Markets Speak" 1:30 Credit bulls turning bearish 3:50 Credit most times leads equities7:12 When does 'idiosyncratic' become systemic? 9:32 Opportunities for great stock buys 13:30 Nvidia 15:03 Dark side of passive investing 20:40 Set up for an incredible rotation from growth to value 22:00 Update on the hard asset thesis, commodity bull market 23:20 AI power trade26:45 Banks buying Credit Default Swaps 29:20 A credit crisis has started 32:00 Parting thoughts

This week, Rob & Santi are back to discuss the top stories of the week. We deep dive into the recent panic in markets, Santi's piece on crypto valuations, the state of crypto venture, Aave's app launch & more. Enjoy! -- Follow Rob: https://x.com/HadickM Follow Santi: https://x.com/santiagoroel Follow Empire: https://twitter.com/theempirepod -- Join the Empire Telegram: https://t.me/+CaCYvTOB4Eg1OWJh -- Referenced In The Show: https://x.com/santiagoroel/status/1990430092997050753 -- Zcash is encrypted Bitcoin. Your digital bill of rights securing your freedom for the 21st century. Buy, store and spend ZEC privately using Zashi Wallet download today: https://electriccoin.co/zashi/ -- Katana is a DeFi-first chain built for deep liquidity and high yield. No empty emissions, just real yield and sequencer fees routed back to DeFi users. Pre-deposit now: Earn high APRs with Turtle Club [https://app.turtle.club/campaigns/katana] or spin the wheel with Katana Krates [https://app.katana.network/krates] -- This Empire episode is brought to you by VanEck. Learn more about the VanEck Onchain Economy ETF (NODE): http://vaneck.com/EmpireNODE An investment in the Fund involves a substantial risk and is not suitable for all investors. It is possible to lose your entire principal investment. The Fund may invest nearly all of its net assets in either Digital Transformation Companies and/or Digital Asset Instruments. The Fund does not invest in digital assets or commodities directly. Digital asset instruments may be subject to risks associated with investing in digital asset exchange-traded products (“ETPs”), which include the historical extreme volatility of the digital asset and cryptocurrency market, as well as less regulation and thus fewer investor protections, as these ETPs are not investment companies registered under the Investment Company Act of 1940 (“1940 Act”) or commodity pools for the purposes of the Commodity Exchange Act (“CEA”). Investing involves substantial risk and high volatility, including possible loss of principal. Visit vaneck.com to read and consider the prospectus, containing the investment objective, risks, and fees of the fund, carefully before investing. © Van Eck Securities Corporation, Distributor, a wholly owned subsidiary of Van Eck Associates Corporation. -- Uniswap's Trading API offers plug-and-play access to deep onchain and off-chain liquidity, delivering enterprise-grade crypto trading without the complexity - from one of the most trusted teams in DeFi. Click to get started with seamless, scalable access to Uniswap's powerful onchain trading infrastructure. https://hub.uniswap.org/?utm_source=blockworks&utm_medium=podcast&utm_campaign=ww_web_bw_awa_trading-api_20251117_podcast_clicks -- (00:00) Intro (02:21) Why Your Coin Isn't Pumping (21:15) Ads (Zashi, Katana) (22:32) Where Are We In The Cycle? (27:29) The State of Crypto Venture (35:54) Ads (Zashi, Katana) (37:10) What Will Outperform In The Next 5 Years? (42:34) Aave Launches Aave App (50:35) Ads (VanEck, Uniswap) (52:17) Monad's ICO (01:03:09) Content of The Week -- Disclaimer: Nothing said on Empire is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.

Danielle DiMartino Booth, CEO and Chief Strategist at QI Research, joins Julia La Roche to break down the FOMC minutes. Danielle discusses the deep divisions within the Federal Reserve and their controversial decision-making heading into December. She argues the Fed is willfully ignoring abundant alternative data sources like ADP's weekly reports while claiming to fly blind without official jobs data—data that won't be released until after their December meeting due to administrative delays. Booth warns that if the Fed doesn't cut rates in December, they risk triggering a liquidity crisis similar to December 2018, when Powell's hawkish stance caused a market bloodbath on Christmas Eve and forced him to reverse course. This episode is brought to you by VanEck. Learn more about the VanEck Rare Earth and Strategic Metals ETF: http://vaneck.com/REMXJuliaLinks:    Danielle's Twitter/X: https://twitter.com/dimartinobooth  Substack: https://dimartinobooth.substack.com/ YouTube: https://www.youtube.com/@DanielleDiMartinoBoothQIFed Up: https://www.amazon.com/Fed-Up-Insiders-Federal-Reserve/dp/0735211655Timestamps: 0:00 - Introduction & post-FOMC reaction0:27 - Deep divisions within the Federal Reserve1:47 - Fed's tone deafness on inflation concerns2:05 - Politics at the Federal Open Market Committee3:32 - Alternative data sources: ADP & jobless claims5:38 - The irony: administration's self-inflicted rate cut problem6:51 - ADP data: what Powell said vs. what the Fed does7:32 - Market reaction & Nvidia's impact8:13 - Should the Fed cut rates in December?9:39 - Powell's contacts: the willful blindness problem10:12 - Fed independence vs. politicization11:28 - The damage of playing politics with monetary policy13:51 - Treasury yields & market concerns17:38 - Debt servicing crisis & political implications26:54 - Private credit & private equity discussions27:30 - Liquidity crisis warning: emergency rate cut risk28:44 - Question for Powell?29:27 - Why an emergency cut may be necessary31:52 - Closing thoughts

Value investor Brian Hirschmann, managing partner of hedge fund Hirschmann Capital, warns we're in the most dangerous time in financial history with three unprecedented bubbles—equities, real estate, and bonds. Hirschmann sees gold doubling to $8,000+ in the coming crisis, but argues for significant upside in gold mining developers. He predicts the Fed will be trapped in a stagflation scenario, and warns the next crisis will be the mother of all financial crises.This episode is brought to you by VanEck. Learn more about the VanEck Rare Earth and Strategic Metals ETF: http://vaneck.com/REMXJuliaLinks: Hirschmann Capital: https://www.hcapital.llc/ Twitter/X: https://twitter.com/HCapitalLLCTimestamps: 0:00 Intro and welcome back Brian Hirschmann1:20 Macro picture, 3 bubbles bigger, most dangerous time in US financial history5:00 Era of bailouts is over, government debt at breaking point8:10 Are we past the point of no return?9:00 US debt at 120% of GDP, virtually all countries at this level defaulted15:55 Gold discussion: doubled since last appearance 18 months ago20:54 Gold could more than double to $8,500+ if crisis hits24:27 Gold miners vs gold: developers trading at 20% of intrinsic value30:36 Misconceptions about gold's rise: tariffs, Chinese central bank, ETFs34:04 Bitcoin39:33 Fed will be trapped, lose control of interest rates in stagflation scenario42:00 Lessons from David Swensen45:19 Closing remarks

From rare earths to robotics, VanEck has designed ETFs and mutual funds to capitalize on compelling and contemporary investment trends. Barron's Senior Managing Editors Lauren Rublin and Ben Levisohn talk with Jan van Eck, CEO of the $161 billion-in-assets firm, about the investment outlook and the economic, technological, and social trends that are animating markets today. Plus, a look at Walmart and Target, and other stocks in the news. Learn more about your ad choices. Visit megaphone.fm/adchoices

On episode 217 of The Compound and Friends, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ are joined by Joe Terranova to discuss: the market pullback, AI CapEx, historical trends in the market, rules based investing, and much more! *Filmed in front of a live audience in NYC on 11/13/25* This episode is sponsored by VanEck. Learn more about the VanEck Rare Earth and Strategic Metals ETF here: http://vaneck.com/REMXCompound Sign up for The Compound Newsletter and never miss out: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠thecompoundnews.com/subscribe⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠instagram.com/thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠twitter.com/thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠linkedin.com/company/the-compound-media/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ TikTok: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠tiktok.com/@thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ritholtz Wealth Management⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/advertising-disclaimers⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/podcast-youtube-disclosures/⁠⁠⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

This week, Rob & Santi are back to discuss the top stories of the week. We deep dive into the current state of markets, why Coinbase called off their BVNK acquisition, Uniswap's fee switch proposal, Monad's ICO, the bursting of the DAT bubble & more. Enjoy! -- Follow Rob: https://x.com/HadickM Follow Santi: https://x.com/santiagoroel Follow Empire: https://twitter.com/theempirepod -- Join the Empire Telegram: https://t.me/+CaCYvTOB4Eg1OWJh -- Zcash is encrypted Bitcoin. Your digital bill of rights securing your freedom for the 21st century. Buy, store and spend ZEC privately using Zashi Wallet download today: https://electriccoin.co/zashi/ -- Katana is a DeFi-first chain built for deep liquidity and high yield. No empty emissions, just real yield and sequencer fees routed back to DeFi users. Pre-deposit now: Earn high APRs with Turtle Club [https://app.turtle.club/campaigns/katana] or spin the wheel with Katana Krates [https://app.katana.network/krates] -- GEODNET is the world's largest RTK network, delivering real-time, centimeter-level precision for drones, robots, farmers, and first responders. Recognized by the U.S. Congress, this blockchain-powered network supports mission-critical applications across a wide range of industries. Discover how GEODNET is changing the world: [https://geodnet.com] -- This Empire episode is brought to you by VanEck. Learn more about the VanEck Onchain Economy ETF (NODE): http://vaneck.com/EmpireNODE An investment in the Fund involves a substantial risk and is not suitable for all investors. It is possible to lose your entire principal investment. The Fund may invest nearly all of its net assets in either Digital Transformation Companies and/or Digital Asset Instruments. The Fund does not invest in digital assets or commodities directly. Digital asset instruments may be subject to risks associated with investing in digital asset exchange-traded products (“ETPs”), which include the historical extreme volatility of the digital asset and cryptocurrency market, as well as less regulation and thus fewer investor protections, as these ETPs are not investment companies registered under the Investment Company Act of 1940 (“1940 Act”) or commodity pools for the purposes of the Commodity Exchange Act (“CEA”). Investing involves substantial risk and high volatility, including possible loss of principal. Visit vaneck.com to read and consider the prospectus, containing the investment objective, risks, and fees of the fund, carefully before investing. -- (00:00) Intro (01:37) State of The Market (06:48) Coinbase Calls Off Their $2B Acquisition of BVNK (13:40) Ads (Zcash, Katana) (14:52) J.P Morgan (JPMD) Launches On Base (27:40) Uniswap's Fee Switch Proposal (37:22) Ads (Zcash, Katana) (38:34) Monad's ICO (55:40) Ads (Geodnet, VanEck) (57:14) Bursting of The DAT Bubble (01:07:36) What Happened With Hyperliquid & Popcat? (01:16:40) Content of The Week -- Disclaimer: Nothing said on Empire is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.

James Lavish, co-managing partner of the Bitcoin Opportunity Fund and author of The Informationist newsletter, joins Episode 305 of the Julia La Roche Show. In this episode, Lavish explains how the government shutdown has locked nearly $1 trillion in the Treasury General Account, draining liquidity from financial systems and raising concerns about a 2019-style repo crisis as bank reserves fall to dangerous levels. He argues Americans have lost 25% of their purchasing power from 2020 to 2025, and while technology should bring deflation, we instead have persistent 3% inflation because it's necessary to manage $38 trillion in debt through currency debasement. Lavish explains the K-shaped economy where the top 1% gained 8X wealth since 1990 versus 4X for the bottom 50%, noting commercial real estate defaults are spiking and subprime auto lenders are collapsing. When the TGA liquidity eventually floods back into markets, he warns not to mistake it for prosperity—it's currency debasement, which is why he recommends positioning in hard assets like Bitcoin, gold, and real estate. The Fed is trapped between dual mandates with no way out, and while AI stocks may have gotten ahead of themselves risking a market shock, his message is clear: own assets because he's not bullish on the economy, he's bearish on the currency.This episode is brought to you by VanEck. Learn more about the VanEck Rare Earth and Strategic Metals ETF: http://vaneck.com/REMXJuliaLinks: Twitter/X: https://x.com/jameslavish The Informationist: https://jameslavish.substack.com/ The Bitcoin Opportunity Fund: https://www.bitcoinopportunity.fund/ Timestamps: 0:00 - Introduction and welcome1:20 - Big picture macro view: Fed battling dual mandates4:30 - Stagflation risk: prices rising as economy rolls over5:10 - Government shutdown removing liquidity from markets7:19 - Treasury General Account (TGA) explained14:21 - 2019 repo crisis explained21:31 - Current concerns about overnight lending market26:18 - Will Fed do QE again?29:03 - Credit markets29:07 - K-shaped economy explained37:08 - Position for currency deterioration38:28 - Why people think 2% inflation is normal40:11 - Lost 25% purchasing power from 2020 to 202540:41 - Technology should bring deflation, not inflation46:30 - Why we need inflation: $38 trillion debt problem50:59 - What's keeping James up at night55:27 - Closing remarks and contact information

Beleggers keken deze week uit naar de beleggersdag van Adyen, waarop het bedrijf de nieuwe doelstellingen presenteerde. "Niet héél ambitieus, die doelstellingen", vindt Thomas Pellegrom van ABN Amro. Toch begrijpt hij de positieve reactie van beleggers. "Het zijn nog steeds mooie marges, en Adyen doet het heel goed als je het vergelijkt met Fiserv. Die Amerikaanse concurrent verloor de helft van z'n waarde op beroerde cijfers." Joost van Leenders van Van Lanschot Kempen zit op hetzelfde spoor. "Ik denk dat de doelstellingen bewust conservatief zijn gehouden, om tegenvallers uit te sluiten. Met een koerswinstverhouding van 26 is het aandeel niet extreem gewaardeerd en het is een hele sterke speler in de betalingssector. Over het sentiment zijn beide experts positief, al lijkt de markt op dit moment wat te consolideren. Een AI-bubbel die op springen staat, zo ver is het nog niet en de topspelers in die sector zijn zeer winstgevend Dat niet alleen, ze geven de indices nog steeds de grootste impuls. Verder in de podcast aandacht voor de overname van NIBC door ABN Amro en de cijfers van die laatste. Ook de cijfers van onder andere TKH, Bayer en Aegon worden besproken. De luisteraarsvragen komen aan bod en de experts geven hun tips. Joost tipt deze keer een Amerikaanse bank, Thomas gaat voor een tracker met de ISIN-code IE00B579F325. Geniet van de podcast! Let op: alleen het eerste deel is vrij te beluisteren. Wil je de hele podcast (luisteraarsvragen en tips) horen, wordt dan Premium lid van BeursTalk. Dat kost slechts 9,95 per maand, 99 euro voor een heel jaar. Abonneren kan hier! VanEck ETF’s (advertorial) Deze week is ook weer het tweewekelijks gesprek te beluisteren met Martijn Rozemuller, ceo van VanEckETF’s, de partner van BeursTalk. Met Martijn bespreek ik deze week de praktijk van securities lending. Securities lending komt er simpel gezegd op neer dat, in dit geval, de uitgever van een ETF de onderliggende aandelen uitleent. Uiteraard tegen een vergoeding, die deels terugvloeit naar de eigenaar van de ETF. Dat lijkt mooi, maar er zitten ook bezwaren aan. Get belangrijkste is wel dat er een zogenaamd tegenpartijrisico aan vast zit. Stel dat de lener in de problemen komt en de aandelen niet kan teruggeven, wat dan? We bespreken ook een andere vorm van tegenpartijrisico: de synthetische ETF. Daarbij koopt de uitgever van de ETF niet de aandelen van de index, maar sluit een overeenkomst met een tegenpartij die beloofd de performance van de index te leveren. Ook kier, zo legt Martijn helder uit, speelt natuurlijk het risico dat de financiële tegenpartij in de problemen kan komen. Ter geruststelling: VanEck Europe heeft alleen fysieke ETF's en leent ook geen aandelen uit. Geniet van de podcast! De gepresenteerde informatie door VanEck Asset Management B.V. en de aan haar verbonden en gelieerde bedrijven (samen "VanEck") is enkel bedoeld voor informatie en advertentie doeleinden aan Nederlandse beleggers die Nederlands belastingplichtig zijn en vormt geen juridisch, fiscaal of beleggingsadvies. VanEck Asset Management B.V. is een UCITS-beheerder. Loop geen onnodig risico. Lees de Essentiële Beleggersinformatie of het Essentiële-informatiedocument. Meer informatie? https://www.vaneck.com/nl/nl/ See omnystudio.com/listener for privacy information.

Eric Fine, Portfolio Manager, Emerging Market Debt at VanEck, joins Bilal Little to discuss how emerging markets are redefining opportunity within global fixed income. He explains how stronger fiscal discipline, independent central banks, and attractive yields are positioning EM bonds as resilient and rewarding investments. Fine shares how his international background and policy experience shape his approach to analyzing countries through markets. Please note that VanEck may offer investments products that invest in the asset class(es) or industries included in this video. This is not an offer to buy or sell, or a recommendation to buy or sell any of the securities, financial instruments or digital assets mentioned herein. The information presented does not involve the rendering of personalized investment, financial, legal, tax advice, or any call to action. Certain statements contained herein may constitute projections, forecasts and other forward-looking statements, which do not reflect actual results, are for illustrative purposes only, are valid as of the date of this communication, and are subject to change without notice. Actual future performance of any assets or industries mentioned are unknown. Information provided by third party sources are believed to be reliable and have not been independently verified for accuracy or completeness and cannot be guaranteed. VanEck does not guarantee the accuracy of third party data. The information herein represents the opinion of the author(s), but not necessarily those of VanEck or its other employees. There are inherent risks with fixed income investing. These risks may include interest rate, call, credit, market, inflation, government policy, liquidity, or junk bond. When interest rates rise, bond prices fall. This risk is heightened with investments in longer duration fixed-income securities and during periods when prevailing interest rates are low or negative. Investments in emerging markets bonds may be substantially more volatile, and substantially less liquid, than the bonds of governments, government agencies, and government-owned corporations located in more developed foreign markets. Emerging markets bonds can have greater custodial and operational risks, and less developed legal and accounting systems than developed markets. Gold investments are subject to the risks associated with concentrating its assets in the gold industry, which can be significantly affected by international economic, monetary and political developments. Investments in gold may decline in value due to developments specific to the gold industry. Foreign gold security investments involve risks related to adverse political and economic developments unique to a country or a region, currency fluctuations or controls, and the possibility of arbitrary action by foreign governments, or political, economic or social instability. Gold investments are subject to risks associated with investments in U.S. and non-U.S. issuers, commodities and commodity-linked derivatives, commodities and commodity-linked derivatives tax, gold-mining industry, derivatives, emerging market securities, foreign currency transactions, foreign securities, other investment companies, management, market, non-diversification, operational, regulatory, small- and medium-capitalization companies and subsidiary risks. All investing is subject to risk, including the possible loss of the money you invest. As with any investment strategy, there is no guarantee that investment objectives will be met and investors may lose money. Diversification does not ensure a profit or protect against a loss in a declining market. Past performance is no guarantee of future performance. No part of this material may be reproduced in any form, or referred to in any other publication, without express written permission of Van Eck Associates Corporation.

SBS Finance Editor Ricardo Gonçalves speaks with Westpac's Matt Hassan about a dramatic rise in consumer confidence, despite reaccelerating inflation and diminishing prospects of lower interest rates; plus the day on the sharemarket with Jamie Hannah from VanEck, including a closer look at the Commonwealth Bank's latest profit result.

Edward Dowd, Founding Partner of Phinance Technologies, a global macro alternative investment firm, and author of "Cause Unknown: The Epidemic of Sudden Deaths in 2021 & 2022,” joins Julia La Roche on episode 304. Ed Dowd argues we're already in a technical recession, with the stock market bubble driven by just seven stocks masking underlying economic weakness as housing rolls over, layoffs accelerate at Amazon and UPS, and credit markets tighten. He warns that insider selling is at unprecedented levels as institutions distribute to retail investors in classic "FOMO" behavior, while the equal-weighted S&P has gone nowhere since January. Dowd criticizes the Trump administration for gaslighting Americans about the economy instead of communicating the Biden hangover from illegal immigration and deficit spending, explains China is exporting deflation due to their real estate crisis and 20 years of excess housing inventory, and predicts a deflation scare with oil plummeting to $30 before the Fed intervenes with massive QE. He recommends raising cash and moving into treasuries like Warren Buffett, expects the dollar to rip as liquidity dries up globally, sees gold hitting $10,000 by 2030 as central banks accumulate it, and warns Bitcoin will go much lower as it's underperforming treasuries—an early warning indicator of the risk-off environment ahead.This episode is brought to you by VanEck. Learn more about the VanEck Rare Earth and Strategic Metals ETF: http://vaneck.com/REMXJuliaThis episode is brought to you by Monetary Metals. Learn more at https://monetary-metals.com/julia Links: PhinanceTechnologies: https://phinancetechnologies.com/ US Economy Outlook 2025: https://phinancetechnologies.com/Product_USEconomyOutlook2025.htm?Twitter/X: https://x.com/DowdEdwardTimestamps: 0:00 - Introduction and welcome1:09 - Macro view5:00 - Credit markets tightening, distribution phase of stock market, Trump administration gaslighting about economy7:00 - China at a crossroads: real estate crisis going acute7:55 - China exporting deflation, depreciating the yuan9:00 - Tariffs are deflationary10:00 - Risk-off environment is coming11:00 - Dollar outlook 12:40 - Risk off environment: flight to safety into treasuries14:20 - Three Hindenburg omens: market breadth disaster15:00 - Gold discussion: long-term bullish, going to $10,000 by 203017:00 - AI bubble: momentum and administration fomenting it22:20 - Retail FOMO buying: sign of unhealthy market24:32 - Fed cutting but still behind the curve27:00 - Credit markets sniffing out deflation scare30:00 - 1970s stagflation period: inflation/deflation yo-yo30:37 - Oil going to $30: China internal consumption plummeted33:43 - Gaslighting about the economy: people feel the reality 35:30 - China facing crossroads and crisis starting in 2020 40:00 - Dollar liquidity issue: people scrambling for dollars 40:40 - Treasury Secretary Bessent can term out debt during recession 41:03 - Yellen front-loaded debt, significance of terming it out 42:30 - Immigration 48:40 - 100% probability we're in recession now 49:30 - How to be allocated: raise cash for flexibility 50:40 - Japan carry trade could blow up at any moment 52:00 - What makes Ed optimistic: asset prices will come down 54:07 - Where to find Ed's work and research

Alexis Garcia and David Saito-Chung analyze Monday's market action and discuss key stocks to watch on Stock Market Today. Learn more about your ad choices. Visit megaphone.fm/adchoices

Chris Whalen, chairman of Whalen Global Advisors and author of The Institutional Risk Analyst blog, returns for an in-person conversation for episode 303. Whalen warns that stocks and crypto are slowing down as they run out of buyers, while real estate pain continues with older assets selling at discounts and more trouble ahead for private equity and private credit. He attributes Zohran Mamdani's NYC mayoral victory to inflation-driven affordability concerns, predicts a home price correction by 2027-28, and expects continued corporate exodus from New York City as long-term leases roll off. Whalen criticizes the Fed for pushing home prices up 50% since COVID and failing their mandate on price stability, discusses widespread fraud in private credit markets, and highlights Bank of America's duration risk mistakes compared to JPMorgan and Citi. He's currently focused on gold and junior mining stocks, explaining the "debasement trade" as central banks worldwide shift to gold as their primary reserve asset, while predicting crypto will "go bye-bye" and calling stablecoins a dead end.This episode is brought to you by VanEck. Learn more about the VanEck Rare Earth and Strategic Metals ETF: http://vaneck.com/REMXJuliaThis episode is brought to you by Monetary Metals. Learn more at https://monetary-metals.com/julia Links:    Twitter/X: https://twitter.com/rcwhalen    Website: https://www.rcwhalen.com/    The Institutional Risk Analyst: https://www.theinstitutionalriskanalyst.com/   Inflated book (2nd edition): https://www.barnesandnoble.com/w/inflated-r-christopher-whalen/1146303673Timestamps:0:00 - Welcome and introduction1:02 - Reaction to Mamdani election2:03 - Is this the product of inflation?2:10 - Inflation driving affordability issues, Fed's failure2:54 - Heading into correction in home prices by 2027-285:26 - How mortgage lenders set rates vs. bond market6:33 - Will we see a housing emergency declared?12:08 - Outlook for New York for next four years14:59 - Big picture view: stocks and crypto slowing down15:30 - Pain in real estate, private equity, and private credit20:37 - Duration risk story at banks27:47 - Will we get December rate cut?29:17 - Fed funds rate targeting piece32:49 - Chris's portfolio: taking acorns off the table35:59 - The debasement trade39:36 - Crypto going bye-bye, stable coins a dead end42:05 - Closing remarks

On this episode of Animal Spirits: Talk Your Book, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ben Carlson⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ are joined by Ara Kharazian, Economist at Ramp to discuss: how companies run their finances, trends in artificial intelligence usage and why tariffs are so confusing. This episode is brought to you by VanEck. Learn more about the VanEck Rare Earth and Strategic Metals ETF: ⁠⁠http://vaneck.com/REMXCompound⁠⁠ Find complete show notes on our blogs... Ben Carlson's ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠A Wealth of Common Sense⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Michael Batnick's ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Irrelevant Investor⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Feel free to shoot us an email at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠animalspirits@thecompoundnews.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ with any feedback, questions, recommendations, or ideas for future topics of conversation. Check out the latest in financial blogger fashion at The Compound shop: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://idontshop.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. See our disclosures here: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/podcast-youtube-disclosures/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ The Compound Media, Incorporated, an affiliate of ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ritholtz Wealth Management⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/advertising-disclaimers⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Learn more about your ad choices. Visit megaphone.fm/adchoices

Value investor and former New York City mayoral candidate Whitney Tilson returns to The Julia La Roche Show following the election of Zohran Mamdani, a Democratic socialist, as NYC's new mayor. Tilson reflects on the election results, expressing concern about the candidate he called a "Trojan horse for the DSA" with dangerous ideas about defunding police and seizing private property—yet remains bullish on New York City's future. He also shares his market outlook, favorite long ideas including Berkshire Hathaway and Amazon, and the "stinky six" stocks he's avoiding right now.This episode is brought to you by VanEck. Learn more about the VanEck Rare Earth and Strategic Metals ETF: http://vaneck.com/REMXJuliaThis episode is brought to you by Monetary Metals. https://monetary-metals.com/julia Links: https://stansberryresearch.com/https://stansberryresearch.com/whitney-tilsons-dailyTimestamps: 0:00 - Introduction and welcome Whitney Tilson, day after NYC mayoral election1:04 - Mixed feelings about election night2:00 - Warnings about Zohran Mamdani and democratic socialist concerns2:45 - Still bullish on New York despite election outcome3:10 - What Mamdani's election says about the city3:22 - Democratic Party dynamics and Trump reaction4:37 - Why Mamdani won: identifying affordability as key issue4:54 - Mamdani's effective messaging: free buses, freeze the rent, universal childcare5:45 - Economics don't work: the promises can't be funded6:30 - Mamdani as a gifted politician and brilliant public speaker7:10 - The "Trojan horse for the DSA" warning7:43 - Whitney's concerns about Mamdani: hostility to Israel, defund police rhetoric8:30 - Mamdani tacking to center: keeping Police Commissioner Jessica Tisch9:27 - NYC's vibe is back post-pandemic9:38 - Big employers making long-term commitments to NYC10:25 - Risk of turning into San Francisco10:52 - Wait and see mode: wealthy residents considering leaving14:30 - Why Mamdani is still dangerous16:06 - Running for mayor: what surprised Whitney20:00 - Hope that Mamdani learns from cautionary tales36:56 - Investment ideas: favorite longs44:00 - Stocks to avoid: the "stinky six"47:04 - Berkshire's massive cash pile: $382 billion51:47 - What's keeping Whitney up at night56:30 - What makes Whitney optimistic: America's economic recovery59:38 - Closing remarks

On this episode of Animal Spirits: Talk Your Book, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ben Carlson⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ are joined by Doug and Heather Boneparth to talk about their new book, Money Together. This episode is brought to you by VanEck. Learn more about the VanEck Rare Earth and Strategic Metals ETF: ⁠http://vaneck.com/REMXCompound⁠ Find complete show notes on our blogs... Ben Carlson's ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠A Wealth of Common Sense⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Michael Batnick's ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Irrelevant Investor⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Feel free to shoot us an email at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠animalspirits@thecompoundnews.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ with any feedback, questions, recommendations, or ideas for future topics of conversation. Check out the latest in financial blogger fashion at The Compound shop: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://idontshop.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. See our disclosures here: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/podcast-youtube-disclosures/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ The Compound Media, Incorporated, an affiliate of ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ritholtz Wealth Management⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/advertising-disclaimers⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Learn more about your ad choices. Visit megaphone.fm/adchoices

Legendary economist Dr. A. Gary Shilling, President of A. Gary Shilling & Co., an economic consulting firm and a registered investment advisor, joins Julia La Roche on episode 301 on FOMC day. In this episode, Dr. Shilling warns that the economy is cooling with weakening labor markets and stagnant job creation, yet security markets continue to rise without reflecting this underlying weakness. Despite the government shutdown limiting official data, private sector information reveals businesses are cautious about demand and inflation, while consumers face limited financial slack due to heavy student loan and credit card borrowing. Shilling believes the Fed is cutting rates because they fear a recession is on the horizon, and he cautions that "we're probably gonna wake up one of these days and find that things are really a lot weaker than we expect" - at which point markets could deteriorate quickly. He also expresses concern about the "debt bomb" - the massive accumulation of government debt now exceeding $38 trillion with no logical endpoint in sight. However, Shilling remains impressed by the adaptability and resilience of the US economy, noting how it has successfully adjusted to disruptions like tariffs that many predicted would be disastrous.This episode is brought to you by VanEck. Learn more about the VanEck Rare Earth and Strategic Metals ETF: http://vaneck.com/REMXJuliaThis episode is brought to you by Monetary Metals. https://monetary-metals.com/julia Timestamps: 0:00 - Introduction & welcome0:48 - Big picture macro view: economy appears to be cooling1:30 - Government shutdown: private data filling the holes2:00 - Weakening labor markets: limited new hiring2:45 - Businesses cautious about demand and inflation3:17 - Recession concerns: won't know until well into it3:45 - Security markets not reflecting economic weakness4:03 - Fed Chair Powell presser context (October 29th FOMC meeting)4:32 - Why markets are overly focused on Fed actions5:30 - Fed's tightrope walk: keeping economy above water6:25 - Are rate cuts signaling recession fears?6:34 - Fed concerned about softening labor markets7:20 - Finding hidden vulnerabilities during data blackout7:51 - Labor market concerns: limited consumer slack8:20 - Heavy borrowing: student loans and credit cards27:24 - US fiscal picture: debt north of $38 trillion27:45 - The debt bomb concept explained28:45 - Massive global debt expansion concerns29:49 - What happens when debt reaches its limit?30:23 - What's keeping Dr. Shilling up at night31:15 - Lack of concern about debt accumulation32:00 - What makes him hopeful: US economy's strength and adaptability32:46 - Economic adaptability to disruptions33:11 - Tariffs discussion: six months later perspective33:46 - How economies adapt to tariff disruptions35:03 - Where to find Dr. Shilling's work35:25 - Parting thoughts: avoiding fads of the moment36:37 - Closing remarksAccess Dr. Shilling's monthly newsletter INSIGHT by calling this toll free number (1-888-346-7444) or visiting his website (https://www.agaryshilling.com/).

Diving deep in the state of the markets with VanEck CEO Jan van Eck. In today's Market Outlook, VanEck CEO Jan van Eck joins CoinDesk's Jennifer Sanasie to break down the current state of bitcoin, Ethereum, prediction markets, and infrastructure, sharing his target for BTC's price by the end of 2025. He also discusses the transformational impact of the GENIUS Act and how the timeline for market structure may impact investor outlook. - Break the cycle of exploitation.Break down the barriers to truth.Break into the next generation of privacy.Break Free.Free to scroll without being monetized.Free from censorship.Freedom without fear.We deserve more when it comes to privacy. Experience the next generation of blockchain that is private and inclusive by design.Break free with Midnight, visit ⁠https://midnight.network/break-free⁠ - Bridge simplifies global money movement. As the leading stablecoin issuance and orchestration platform, Bridge abstracts away blockchain complexity so businesses can seamlessly move between fiat and stablecoins. From payroll providers and remittance companies to neobanks and treasury teams, Bridge powers payments, savings, and stablecoin issuance for thousands – like Shopify, Metamask, Remitly, and more.URL: ⁠⁠https://hubs.ly/Q03KGbRK0⁠ - OwlTing (Nasdaq: OWLS) is building invisible rails for global payments. With OwlPay, businesses and users can bridge fiat and stablecoins, send money instantly across borders, and access stablecoin checkout at lower costs. Licensed worldwide, OwlTing delivers secure, compliant, and regulated infrastructure for the digital economy. Learn more at ⁠https://www.owlting.com/portal/?lang=en&utm_source=CoinDesk&utm_medium=cpc&utm_campaign=CoinDesk_Banner⁠.- This episode was hosted by Jennifer Sanasie.

Diving deep in the state of the markets with VanEck CEO Jan van Eck. In today's Market Outlook, VanEck CEO Jan van Eck joins CoinDesk's Jennifer Sanasie to break down the current state of bitcoin, Ethereum, prediction markets, and infrastructure, sharing his target for BTC's price by the end of 2025. He also discusses the transformational impact of the GENIUS Act and how the timeline for market structure may impact investor outlook. - Break the cycle of exploitation.Break down the barriers to truth.Break into the next generation of privacy.Break Free.Free to scroll without being monetized.Free from censorship.Freedom without fear.We deserve more when it comes to privacy. Experience the next generation of blockchain that is private and inclusive by design.Break free with Midnight, visit ⁠https://midnight.network/break-free⁠ - Bridge simplifies global money movement. As the leading stablecoin issuance and orchestration platform, Bridge abstracts away blockchain complexity so businesses can seamlessly move between fiat and stablecoins. From payroll providers and remittance companies to neobanks and treasury teams, Bridge powers payments, savings, and stablecoin issuance for thousands – like Shopify, Metamask, Remitly, and more.URL: ⁠⁠https://hubs.ly/Q03KGbRK0⁠ - OwlTing (Nasdaq: OWLS) is building invisible rails for global payments. With OwlPay, businesses and users can bridge fiat and stablecoins, send money instantly across borders, and access stablecoin checkout at lower costs. Licensed worldwide, OwlTing delivers secure, compliant, and regulated infrastructure for the digital economy. Learn more at ⁠https://www.owlting.com/portal/?lang=en&utm_source=CoinDesk&utm_medium=cpc&utm_campaign=CoinDesk_Banner⁠.- This episode was hosted by Jennifer Sanasie.

Join us for an inspiring conversation with Wyatt Lonergan, a visionary investor at VanEck Ventures, as he shares his incredible journey of becoming a key player in Web3 and blockchain innovation. Wyatt's story is one of curiosity, resilience, and a passion for building the future of finance. Whether you're an aspiring entrepreneur, a crypto enthusiast, or simply curious about Web3, this episode is packed with insights on stablecoins, DeFi, tokenized assets, and venture capital.What You'll Learn:

On this episode of Animal Spirits: Talk Your Book, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ben Carlson⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ are joined by Morgan Housel, author of “The Art of Spending Money,” to discuss: Lambos, tipping, travel, spending your money with a purpose and his new book. This episode is brought to you by VanEck. Learn more about the VanEck Rare Earth and Strategic Metals ETF: http://vaneck.com/REMXCompound Find complete show notes on our blogs... Ben Carlson's ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠A Wealth of Common Sense⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Michael Batnick's ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Irrelevant Investor⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Feel free to shoot us an email at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠animalspirits@thecompoundnews.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ with any feedback, questions, recommendations, or ideas for future topics of conversation. Check out the latest in financial blogger fashion at The Compound shop: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://idontshop.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. See our disclosures here: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/podcast-youtube-disclosures/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ The Compound Media, Incorporated, an affiliate of ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ritholtz Wealth Management⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/advertising-disclaimers⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Learn more about your ad choices. Visit megaphone.fm/adchoices