Podcasts about Wall Street

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    Best podcasts about Wall Street

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    Latest podcast episodes about Wall Street

    Money Rehab with Nicole Lapin
    Earnings Reports 101: What They Are, Why They Matter, and What CEOs Are Saying This Quarter with Tim Seymour

    Money Rehab with Nicole Lapin

    Play Episode Listen Later Jul 16, 2025 30:38


    Every quarter, public companies drop their earnings reports—a financial report card that can make or break stock prices in an instant. But unless you speak fluent Wall Street, these reports can feel like they're written in another language. Today, we're translating. Nicole breaks down what an earnings report actually is, why it matters, and how to read between the lines of those buttoned-up earnings calls. And to help make sense of what this earnings season is revealing about the economy at large, Nicole calls in Tim Seymour—investor, founder of Seymour Asset Management, and CNBC's Fast Money regular. They unpack the top takeaways from this quarter's biggest earnings, what stories are flying under the radar, and where the smart money is moving right now. Plus, Tim shares which stocks he's bullish and bearish on. Follow Tim's work here. Find Tim's investing disclosures here. All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC.  *APY as of 6/30/25, offered by Public Investing, member FINRA/SIPC. Rate subject to change. See terms of IRA Match Program here: public.com/disclosures/ira-match.

    Mill House Podcast
    Episode 143: Oliver White - Fly Fishing Adventures & Entrepreneurship

    Mill House Podcast

    Play Episode Listen Later Jul 16, 2025 78:26


    Oliver White is a world-renowned fly fishing guide, lodge owner, entrepreneur, and conservationist whose career bridges wild rivers and Wall Street. He began his guiding journey in college after a skiing injury, quickly developing a reputation as a skilled and passionate angler. This passion led him from the rivers of North Carolina to international waters in Argentina and the Bahamas. Along the way, a chance encounter with hedge fund manager Bill Ackman opened the door to a brief but formative stint in finance, sharpening White's business acumen and laying the groundwork for his future as a fishing industry entrepreneur. In 2008, White channeled that experience into building Abaco Lodge in the Bahamas, followed by partnerships in other elite destinations like South Fork Lodge in Idaho, which he co-owns with late-night host Jimmy Kimmel. His lodges have become known not only for their world-class fishing but also for their immersive guest experiences and commitment to sustainability. White continues to guide and host trips around the world, sharing his expertise with a growing community of anglers while advocating for the health of the ecosystems they explore. A dedicated conservationist, White co-founded Indifly, a nonprofit that empowers Indigenous communities through sustainable fly fishing tourism. The organization has helped transform remote villages like Rewa in Guyana into thriving ecotourism hubs, ensuring local control and environmental stewardship. In recognition of his contributions to angling, conservation, and community development, White was recently honored with the 2025 Heritage Award by the American Museum of Fly Fishing—the highest distinction the museum bestows. His life reflects a rare blend of adventure, entrepreneurship, and social impact.

    Ransquawk Rundown, Daily Podcast
    Europe Market Open: Europe primed for a lower open with earnings and Fed speak ahead

    Ransquawk Rundown, Daily Podcast

    Play Episode Listen Later Jul 16, 2025 4:57


    APAC stocks were mostly subdued following the lacklustre handover from Wall St.US President Trump says he is working on five to six trade deals and there will probably be two to three deals by August 1st.European equity futures indicate a marginally softer cash market open with Euro Stoxx 50 futures down 0.2% after the cash market closed with losses of 0.3% on Tuesday.DXY is fractionally softer after gaining again yesterday, EUR/USD has returned to a 1.16 handle, Cable sits sub-1.34 pre-CPI.France's Marine Le Pen warned that if French PM Bayrou does not revise his public spending plan they "will seek to topple him".Looking ahead, highlights include UK CPI, US PPI, Industrial Production & Capacity Utilisation, Fed's Barkin, Barr, Cook, Hammack, Logan, Kugler & Williams, Supply from Germany, Earnings from J&J, PNC, BAC, Goldman Sachs, Morgan Stanley, ASML & Sandvik.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

    Mad Money w/ Jim Cramer
    Mad Money w/ Jim Cramer 7/15/25

    Mad Money w/ Jim Cramer

    Play Episode Listen Later Jul 15, 2025 44:21


    Listen to Jim Cramer's personal guide through the confusing jungle of Wall Street investing, navigating through opportunities and pitfalls with one goal in mind - to help you make money. Mad Money Disclaimer

    CNBC's
    Nvidia's Record Setting Run… And Trump's Powell Pressure Ramps Up 7/15/25

    CNBC's "Fast Money"

    Play Episode Listen Later Jul 15, 2025 42:08


    Nvidia gunning for a license to sell its H20 chips in China, and one asset manager's thoughts on what it means for the future of AI investments. Plus A hefty week of earnings, starting with big banks. And Trump's ongoing threats to fire Fed chair Powell. Why one Wall Street forecaster says doing so would feed inflation and hurt stocks. 

    The Science of Getting Rich Podcast with Gerald Peters
    Tech Stocks Soar Amid Market Lull

    The Science of Getting Rich Podcast with Gerald Peters

    Play Episode Listen Later Jul 15, 2025 18:45 Transcription Available


    Welcome to the latest episode of the Money Flow Trading Society's podcast, "The Science of Getting Rich." In this episode, host Gerald Peters navigates the dynamic world of financial markets, shedding light on the current state of tech stocks and their climb toward new heights despite a quiet market day. Bitcoin takes center stage as it reaches unprecedented levels, capturing Wall Street's attention and sparking discussions on its future trajectory. As big banks prepare to release their second-quarter earnings, Gerald provides insights into the anticipations surrounding these reports and the potential impact on market movements. Tune in for a blend of practical strategies and market analysis designed to empower your investment journey.

    The Joe Piscopo Show
    The Joe Piscopo Show 7-15-25

    The Joe Piscopo Show

    Play Episode Listen Later Jul 15, 2025 148:13


    Joe Piscopo is hosting the show from 6 to 7 am. Liz Peek, Fox News contributor, columnist for Fox News and The Hill, and former partner of major bracket Wall Street firm Wertheim & Company, will take over as guest host from 7 to 10 am. 08:08- Stephen Parr, Meteorologist for "The Joe Piscopo Show" and co-host of "American Ground Radio" on AM 970 The Answer Topic: New Jersey flooding 27:48- Col. Patrick Callahan, New Jersey State Police Superintendent and State Director of Emergency Management Topic: New Jersey flooding 50:40- Lt. Col. Robert Maginnis, a retired U.S. Army officer and an experienced military analyst with on-the-ground experience inside Russia and Ukraine and the author of "Preparing for World War III" Topic: "Trump's bold pivot on Ukraine sends major signal" (Fox News op ed) 1:00:05- Hans von Spakovsky, Manager of the Heritage Foundation's Election Law Reform Initiative and Senior Legal Fellow at the Edwin Meese III Center for Legal and Judicial Studies Topic: Biden Chief of Staff reportedly approving autopen pardons on final day, other legal news of the day 1:26:54- Dr. Betsy McCaughey, New York Post columnist, former Lt. Gov. of NY State, Chairwoman and founder of the Committee to Reduce Infection Deaths Topic: Zohran Mamdani's Mayoral bid 1:50:49- Dr. Rebecca Grant, national security analyst based in Washington, D.C. Specializing in defense and aerospace research, founder of IRIS Independent Research, and Senior Fellow at the Lexington Institute Topic: Trump providing Ukraine weapons 2:04:13- Caroline Downey, Staff Writer at National Review, Senior Fellow at Independent Women's Forum, and Editor-in-Chief at The Conservateur Topic: News of the day 2:15:44- Steve Forbes, Chairman and Editor-in-Chief at Forbes Media & the co-author of "Inflation: What It Is, Why It's Bad, and How to Fix It" Topic: Fed policySee omnystudio.com/listener for privacy information.

    The TechEd Podcast
    Rethinking Risk: How Strategic Guardrails Can Actually Empower Innovation - Abim Kolawole, Chief Audit Executive at Northwestern Mutual

    The TechEd Podcast

    Play Episode Listen Later Jul 15, 2025 49:34 Transcription Available


    What if audit wasn't just a watchdog—but a catalyst for innovation, trust, and long-term growth? And what can education learn from it?In this episode of The TechEd Podcast, Matt Kirchner sits down with Abim Kolawole, Chief Audit Executive at Northwestern Mutual, to explore how risk management, when done right, becomes a strategic advantage. Abim shares his remarkable journey—from growing up in Nigeria and watching Wall Street as a kid, to becoming a lawyer at the SEC, to now leading audit at one of America's most respected financial institutions.But this episode goes far beyond compliance. It's about how innovation and integrity can—and must—coexist. Abim breaks down how technology can accelerate outcomes only when deployed safely, how AI is reshaping how organizations detect and act on risk, and why relevance is the new currency for both businesses and educators.Listen to learn:Why tech is only an accelerant if you deliver it safelyHow AI helps businesses “listen for risk” and act with foresightWhat schools can learn from client-centric models in businessHow Northwestern Mutual is balancing tradition with transformationWhy critical thinking—not just tools—is the real superpower3 Big Takeaways from this Episode:1. Audit is no longer just about compliance—it's about enabling innovation. Abim Kolawole views audit as a strategic partner that delivers foresight, insights, and confidence to help a company grow safely. By using data, analytics, and a future-focused mindset, internal audit can help organizations place smarter bets, not just avoid bad ones.2. Technology only accelerates value when it's implemented with trust and purpose. At Northwestern Mutual, cloud migration and emerging tech like AI are approached with a “safe by design” mindset that includes cross-functional vetting and intentional guardrails. Abim emphasizes that skipping this step puts long-term client trust—and company relevance—at risk.3. Education leaders can learn from the client-centric models used in business. Just like Northwestern Mutual redesigned the advisor and client experience using design thinking, educators must reimagine the student and teacher experience before introducing new tools. Critical thinking, not technology alone, is the foundation of a truly transformative education.Resources in this Episode:To learn more about Northwestern Mutual, visit: www.northwesternmutual.comCheck out the movie Wall Street, mentioned in this episodeFollow Abim on LinkedInConnect with Northwestern Mutual on Social Media:LinkedIn  |  X  |  Facebook  |  Instagram  |  YouTubeWe want to hear from you! Send us a text.Instagram - Facebook - YouTube - TikTok - Twitter - LinkedIn

    Mindset Monday
    Andre Norman | Trappin Tuesday with Wall Street Trapper Episode 10

    Mindset Monday

    Play Episode Listen Later Jul 15, 2025 180:31


    Mindset Monday
    Andre Norman | Trappin Tuesday with Wall Street Trapper Episode 11

    Mindset Monday

    Play Episode Listen Later Jul 15, 2025 187:43


    Mindset Monday
    Andre Norman | Trappin Tuesday with Wall Street Trapper Episode 8

    Mindset Monday

    Play Episode Listen Later Jul 15, 2025 141:48


    Mindset Monday
    Andre Norman | Trappin Tuesday with Wall Street Trapper Episode 7

    Mindset Monday

    Play Episode Listen Later Jul 15, 2025 76:38


    Mindset Monday
    Andre Norman | Trappin Tuesday with Wall Street Trapper Episode 6

    Mindset Monday

    Play Episode Listen Later Jul 15, 2025 64:11


    Mindset Monday
    Andre Norman | Trappin Tuesday with Wall Street Trapper Episode 9

    Mindset Monday

    Play Episode Listen Later Jul 15, 2025 177:47


    Marc To Markets
    Investing Into A Volatile Market

    Marc To Markets

    Play Episode Listen Later Jul 15, 2025 23:14


    Send us a textA common question today is how best to invest during a period of high volatility. One of the most common approaches is dollar-cost-averaging. On this episode, I dig into the topic with Chris Brigham, a Senior Research Analyst at Bernstein. His team recently updated their research on this approach. We discuss the pros and cons, who it works best for, how to implement and how to customize dollar-cost-averaging for your own asset allocation strategy.With any questions or comments, or to discuss your own financial situation, I can be reached at marc.penziner@bernstein.com or 212-969-6655.The information presented and opinions expressed are solely the views of the podcast host commentator and their guest speaker(s).  AllianceBernstein L.P. or its affiliates makes no representations or warranties concerning the accuracy of any data. There is no guarantee that any projection, forecast or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed here may change at any time after the date of this podcast. This podcast is for informational purposes only and does not constitute investment advice. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor's personal investment objectives or financial situation into account; investors should discuss their individual circumstances with appropriate professionals before making any decisions. This information should not be construed as sales or marketing material or an offer or solicitation.

    Digital Currents
    Bridging Wall Street and Web3: Inside Gemini's Institutional Strategy with Paget Stanco

    Digital Currents

    Play Episode Listen Later Jul 15, 2025 54:05


    In this episode, we sit down with Paget Stanco, a former startup founder now leading institutional strategy at Gemini, a regulated cryptocurrency exchange. Paget walks us through her journey from launching ventures out of college to navigating the frontier of crypto custody and compliance. We explore how Gemini's regulatory-first approach can help onboard asset managers, family offices, and pensions into digital assets beyond just Bitcoin, think ETH, SOL, and tokenized treasuries. Paget breaks down Gemini's eOTC platform, its partnership with Arch Public, and how some institutions are warming up to crypto. Remember to Stay Current!   To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a team member or sign up for additional content, please email mcdigital@morgancreekcap.com   Legal Disclaimer   This podcast is for informational purposes only and should not be construed as investment advice or a solicitation for the sale of any security, advisory, or other service. Investments related to the themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts mentioned by the host are subject to change. Listeners should consult their personal financial advisors before making any investment decisions.

    Wake Up Call
    Epstein Files Not Going Away

    Wake Up Call

    Play Episode Listen Later Jul 15, 2025 42:41 Transcription Available


    Amy King hosts your Tuesday Wake Up Call.  ABC News tech reporter Mike Dobuski joins the show for ‘Tech Tuesday.' Today, Mike talks about a big week for Grok AI and shares the latest with foldable smartphones. ABC News senior Washington reporter Will Steakin speaks on Trump defensing Bondi over Epstein files and the MAGA base being upset with how it is being handled. Bloomberg's Courtney Donohoe updates us on the latest in business and Wall Street. The show closes with  ABC News national reporter Jim Ryan discussing why poison control centers are sounding the alarm on nicotine patches.

    TD Ameritrade Network
    CPI & NVDA Boost Markets, Big Banks Begin Earnings Season

    TD Ameritrade Network

    Play Episode Listen Later Jul 15, 2025 6:08


    Core CPI came in at 0.2%, slightly below Wall Street estimates of 0.3%. Kevin Hincks reports from the Cboe Global Markets and breaks down the report by sector to analyze what it means for inflation and the Fed's rate cutting cycle. Big banks traded mostly lower in the premarket after JPMorgan Chase (JPM), Citigroup (C), and Wells Fargo (WFC) reported earnings. Kevin talks about how these companies faced an uphill battle after their massive rallies in recent weeks. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

    AP Audio Stories
    Most US stocks fall, but Nvidia keeps Wall Street near records

    AP Audio Stories

    Play Episode Listen Later Jul 15, 2025 0:43


    Most US stocks fell Tuesday during the opening bell, but Nvidia kept Wall Street near records.

    CNBC Business News Update
    Market Midday: Stocks Mixed, Inflation Rose Again Last Month, X Experiences Outage 7/15/25

    CNBC Business News Update

    Play Episode Listen Later Jul 15, 2025 3:19


    From Wall Street to Main Street, the latest on the markets and what it means for your money. Updated regularly on weekdays, featuring CNBC expert analysis and sound from top business newsmakers. Anchored by CNBC's Jessica Ettinger.

    CNBC Business News Update
    Market Open: Stocks Mixed, Inflation Rose In June, Nvidia Set To Sell Chips To China 7/15/25

    CNBC Business News Update

    Play Episode Listen Later Jul 15, 2025 2:45


    From Wall Street to Main Street, the latest on the markets and what it means for your money. Updated regularly on weekdays, featuring CNBC expert analysis and sound from top business newsmakers. Anchored by CNBC's Jessica Ettinger.

    CNBC Business News Update
    Market Close: Stocks Mixed, Nasdaq Hits New Record High, Inflation Higher Again In June 7/15/25

    CNBC Business News Update

    Play Episode Listen Later Jul 15, 2025 3:45


    From Wall Street to Main Street, the latest on the markets and what it means for your money. Updated regularly on weekdays, featuring CNBC expert analysis and sound from top business newsmakers. Anchored by CNBC's Jessica Ettinger.

    WALL STREET COLADA
    Wall Street Sube por Optimismo con $NVDA, Apple Invierte en MP Materials y UE Responde a Aranceles de EE. UU.

    WALL STREET COLADA

    Play Episode Listen Later Jul 15, 2025 4:45


    Notas del Show: En este episodio cubrimos los eventos más relevantes antes de la apertura del mercado: • Wall Street avanza con foco en inflación y banca: Futuros al alza: $SPX +0,5 %, $US100 +0,7 %, $INDU sin cambios. Se espera el IPC de junio (núcleo +0,3 % mensual, +3,0 % anual) y declaraciones de miembros de la Fed. $NVDA sube tras anuncio de reanudación de ventas en China. • Apple refuerza cadena de tierras raras con MP Materials: $AAPL invertirá $500M en $MP para asegurar suministro doméstico de imanes. Se abrirán dos plantas en Texas y California. Acción de $MP +12 % premarket. • Nvidia reanuda ventas en China y lanza nuevo chip: $NVDA recibió luz verde para exportar sus GPUs H20 a China. También presentó su chip RTX PRO para fábricas inteligentes. Las acciones suben +5 % premarket. • La UE prepara represalias comerciales por aranceles de Trump: Bruselas responde con aranceles a $84B en bienes de EE. UU. (aviones $BA, autos, maquinaria, alimentos), si entran en vigor los nuevos aranceles del 30 % desde el 1 de agosto. Una jornada con atención en datos de inflación, comercio internacional y el rol clave de la tecnología en la geopolítica actual. ¡No te lo pierdas!

    Yahoo Finance Daily
    Monday's Market: Wall Street Looks Ahead and US Stocks Rose

    Yahoo Finance Daily

    Play Episode Listen Later Jul 15, 2025 4:14


    Plus - Monday's fortunate/unfortunate stocks Learn more about your ad choices. Visit podcastchoices.com/adchoices

    Mad Money w/ Jim Cramer
    Mad Money w/ Jim Cramer 7/14/25

    Mad Money w/ Jim Cramer

    Play Episode Listen Later Jul 14, 2025 44:19


    Listen to Jim Cramer's personal guide through the confusing jungle of Wall Street investing, navigating through opportunities and pitfalls with one goal in mind - to help you make money.Mad Money Disclaimer

    WSJ What’s News
    Why Jamie Dimon Says Private Credit Is Dangerous But Still Invests in It

    WSJ What’s News

    Play Episode Listen Later Jul 14, 2025 13:59


    P.M. Edition for July 14. Private credit may be Wall Street's hottest trend, but JPMorgan Chase CEO Jamie Dimon has said that it's a recipe for a financial crisis. So why is the bank investing $50 billion in private credit anyway? Alexander Saeedy, who covers banks and finance for the Journal, explains. Plus, businesses are looking for new ways—some legal, some not—to avoid President Trump's tariffs. WSJ reporter Corinne Ramey joins to discuss how they're doing it and why, for the first time, the Justice Department is cracking down on tariff cheaters. And President Trump puts pressure on Russia by threatening 100% tariffs and a deal with NATO to provide weapons to Ukraine. Alex Ossola hosts. Sign up for the WSJ's free What's News newsletter.  Learn more about your ad choices. Visit megaphone.fm/adchoices

    White Coat Investor Podcast
    MtoM #231: Dual Doc Couple Saves $100K for Retirement During Residency and Finance 101: Plan Documents for Employer-Provided Retirement Accounts

    White Coat Investor Podcast

    Play Episode Listen Later Jul 14, 2025 24:03


    This dual doc couple has a very impressive milestone today. They have saved $100,000 towards retirement during residency. They wanted to give themselves more compounding interest time and not wait until they were attendings. This doc also shared about their student loan journey. They met with Andrew at StudentLoanAdvice.com and got a plan in place early. They decided that they did not want to go for PSLF so before they started residency they refinanced their loans. They took a risk to refinance when their loans were at 0% but they locked in sub 3% and are now feeling very good about their decision. Then, for Finance 101 we are talking about plan documents for employer provided retirement accounts. Many investors know about the historic returns, tax advantages, and wealth-building opportunities of commercial real estate investing, but they're confused about where to start or who to trust. Wellings Capital has created a diversified fund that offers investors an easy on-ramp to access carefully vetted commercial real estate operators and opportunities. Their goal is to provide income, growth, and tax benefits with limited downside risk. With a minimum investment of $50,000, investors get a stake in a portfolio of self-storage, manufactured housing, RV parks, industrial properties, and more. To learn more, go to https://whitecoatinvestor.com/wellings The White Coat Investor has been helping doctors, dentists, and other high-income professionals with their money since 2011. Our free personal finance resource covers an array of topics including how to use your retirement accounts, getting a doctor mortgage loan, how to manage your student loans, buying physician disability and malpractice insurance, asset allocation & asset location, how to invest in real estate, and so much more. We will help you learn how to manage your finances like a pro so you can stop worrying about money and start living your best life. If you're a high-income professional and ready to get a "fair shake" on Wall Street, The White Coat Investor is for you! Have you achieved a Milestone? You can be on the Milestones to Millionaire Podcast too! Apply here: https://whitecoatinvestor.com/milestones  Find 1000's of written articles on the blog: https://www.whitecoatinvestor.com  Our YouTube channel if you prefer watching videos to learn: https://www.whitecoatinvestor.com/youtube  Student Loan Advice for all your student loan needs: https://studentloanadvice.com  Join the community on Facebook: https://www.facebook.com/thewhitecoatinvestor  Join the community on Twitter: https://twitter.com/WCInvestor  Join the community on Instagram: https://www.instagram.com/thewhitecoatinvestor  Join the community on Reddit: https://www.reddit.com/r/whitecoatinvestor  Learn faster with our Online Courses: https://whitecoatinvestor.teachable.com  Sign up for our Newsletter here: https://www.whitecoatinvestor.com/free-monthly-newsletter 

    Trappin Tuesday's
    What if You Could SEE Yourself Already in Possession of Your DREAMS? | Wallstreet Trapper

    Trappin Tuesday's

    Play Episode Listen Later Jul 14, 2025 11:37


    Start your journey of personal growth by using the power of manifestation. Embrace the journey to joy by implementing mindfulness and positive thinking in your life. With the law of attraction, you can improve your life through self improvement.What if You Could SEE Yourself Already in Possession of Your DREAMS? | Wallstreet Trapper

    Thoughts on the Market
    How Wall Street Is Weathering the Tariff Storm

    Thoughts on the Market

    Play Episode Listen Later Jul 14, 2025 4:05


    Stocks hold steady as tariff uncertainty continues. Our CIO and Chief U.S. Equity Strategist Mike Wilson explains how policy deferrals, earnings resilience and forward guidance are driving the market.Read more insights from Morgan Stanley.----- Transcript -----Welcome to Thoughts on the Market. I'm Mike Wilson, Morgan Stanley's CIO and Chief U.S. Equity Strategist. Today on the podcast I'll be discussing why stocks remain so resilient. It's Monday, July 14th at 11:30am in New York. So, let's get after it. Why has the equity market been resilient in the face of new tariff announcements? Well first, the import cost exposure for S&P 500 industries is more limited given the deferrals and exemptions still in place like the USMCA compliant imports from Mexico. Second, the higher tariff rates recently announced on several trading partners are generally not perceived to be the final rates as negotiations progress. I continue to believe these tariffs will ultimately end up looking like a 10 percent consumption tax on imports that generate significant revenue for the Treasury. And finally, many companies pre-stocked inventory before the tariffs were levied and so the higher priced goods have not yet flowed through the cost of goods sold. Furthermore, with the market's tariffs concerns having peaked in early April, the market is looking forward and focused on the data it can measure. On that score, the dramatic v-shaped rebound in earnings revisions breadth for the S&P 500 has been a fundamental tailwind that justifies the equity rally since April in the face of continued trade and macro uncertainty. This gauge is one of our favorites for predicting equity prices and it troughed at -25 percent in mid-April. It's now at +3 percent. The sectors with the most positive earnings revisions breadth relative to the S&P 500 are Financials, Industrials and Software — three sectors we continue to recommend due to this dynamic. The other more recent development helping to support equities is the passage of the One Big Beautiful Bill. While this Bill does not provide incremental fiscal spending to support the economy or lower the statutory tax rate, it does lower the cash earnings tax rates for companies that spend heavily on both R&D and Capital Goods.Our Global Tax Team believes we could see cash tax rates fall from 20 percent today back toward the 13 percent level that existed before some of these benefits from the Tax Cuts and Jobs Act that expired in 2022. This benefit is also likely to jump start what has been an anemic capital spending cycle for corporate America, which could drive both higher GDP and revenue growth for the companies that provide the type of equipment that falls under this category of spending. Meanwhile, the Foreign-Derived Intangible Income is a tax incentive that benefits U.S. companies earning income from foreign markets. It was designed to encourage companies to keep their intellectual property in the U.S. rather than moving it to countries with lower tax rates. This deduction was scheduled to decrease in 2026, which would have raised the effective tax rate by approximately 3 percent. That risk has been eliminated in the Big Beautiful Bill. Finally, the Digital Service Tax imposed on online companies that operate overseas may be reduced. Late last month, Canada announced that it would rescind its Digital Service Tax on the U.S. in anticipation of a mutually beneficial comprehensive trade arrangement with the U.S. This would be a major windfall for online companies and some see the potential for more countries, particularly in Europe, to follow Canada's lead as trade negotiations with the U.S. continue. Bottom line, while uncertainty around tariffs remains high, there are many other positive drivers for earnings growth over the next year that could more than offset any headwinds from these policies. This suggests the recent rally in stocks is justified and that investors may not be as complacent as some are fearing. Thanks for tuning in; I hope you found it informative and useful. Let us know what you think by leaving us a review. And if you find Thoughts on the Market worthwhile, tell a friend or colleague to try it out!

    Daily Signal News
    VDH: Trump Makes ‘Experts' Eat Their Words with Record-Breaking Three Weeks

    Daily Signal News

    Play Episode Listen Later Jul 14, 2025 7:08


    Trump has revitalized military recruitment and turned the armed forced from “fat” to “fit,” reshaped America's foreign alliances, and delivered bold results that no one expected—and many actively warned against. Victor Davis Hanson breaks down why, in the face of naysayers and “experts” claiming it couldn't be done, this even more of a momentous feat on today's episode of “Victor Davis Hanson: In His Own Words.” “ The economy did not crash or crater. Wall Street is at all-time high. Stock prices, job growth unexpectedly—that's a word have to use because the Left always says it's going to get very angry. The angry Left. And they're very angry and they say, ‘It's not going to work.' And then they have to say, ‘Well, it worked.'” “ The idea that all of their Ph.D.s, all the letters after their names, all of their ZIP codes, all of their prestige meant nothing. That here we have a billionaire builder from New York, with a Queens accent, who's transactional. And he was able to create a revolutionary change in culture, in social life, in economics, on foreign policy, on border security. And we can see the fruits of that in just three weeks, contrary to what everybody told us. It's startling. It's embarrassing for them.” 00:00 Trump's Recent Achievements 00:14 Military and Recruitment Successes 01:42 Economic Triumphs Under Trump 02:18 Cultural and Social Shifts 03:11 Defying the Experts 04:28 Trump's Unprecedented Success 05:58 Conclusion

    Conspirituality
    Bonus Sample: Globalize The Intifada?

    Conspirituality

    Play Episode Listen Later Jul 14, 2025 6:06


    Protest slogans are designed to pack a punch. They communicate potent emotions and persuasive ideas to the public while galvanizing activist allies. At 5 '11, wearing an elegant hijab over jet-black hair, Nerdeen Kiswani cuts an elegant figure. “From the river to the sea,” she cries, and the loyal group around her repeats it back, loudly. “Palestine will be free!” Again the repeated phrase comes back. “You are my amplifier,” she tells them.  Even while delivering her speech, the crowd loudly shouts each phrase after she says it. “We need allies who are gonna help us to reach a victory, not allies who are gonna tell us to be non-violent!” Those at the front are holding up a long banner spread out in front of them that reads, “Globalize the Intifada.” Kiswani is the founder and chair of a Brooklyn-based group called Within Our Lifetime—which split off from other anti-Zionist groups she felt were not radical enough. “We don't want no two-state, we want '48!”  She's performed this activist role many times on New York streets: in front of a memorial installation for the Nova music festival; at the campus protests in 2024, where she told the students, “we must escalate!” She's taken credit for popularizing the slogan “globalize the intifada” since 2021. When NYC mayoral candidate Zohran Mamdani was asked how he felt about it, he first struggled to answer, then said “it's not language I use.” His fellow candidate and ally, Brad Lerner, said it was hard not to hear it as meaning “open season on Jews.” Mamdani has been pictured on social media alongside Kiswani and her inner circle.  At least six men affiliated with Within Our Lifetime have ended up with jail sentences for hospitalizing Jews after planning and then bragging about violence in exposed private chats—even in public posts. The group was booted from Instagram (180k+ followers) when they posted New York City maps showing the locations of specific corporate, government, and Jewish organizations. The phrases, "Blood on their Hands," "Know your Enemy" and "Globalize the Intifada" were emblazoned above and below the maps. "Intifada, intifada! Long live the intifada," Kiswani chanted close to Wall Street, outside the Nova music festival memorial, dedicated to the 378 civilians killed and 40 abducted. Dancing and drumming, protestors in the crowd chanted back, set off flares, and unfurled Hamas and Hezbollah flags. Julian takes a deep dive into this controversial group in the context of an unfolding genocide in Gaza, and the long history of conflict, conquest, and religious extremism in the region. He asks fervent supporters of Israel, "How much do you know about the Nakba?" and pro-Palestine loyalists, "How much do you know about Hamas?" Show Notes NYT Profile on Nerdeen Kiswani Kiswani Tweets About Using "globalize the intifada" since 2021 Kiswani Speaks At Columbia Encampment on Wedding Day Columbia Group Influenced by WOL To Support Armed Resistance Kiswani Wears Button Showing Hamas Spokesman Hamas and Hezbollah Flags At NYC Nova Memorial Protest  Within Our Lifetime Posts Maps To IG 6 Charged in Antisemitic Mob Beating In Times Square Sadaah Masoud Sentenced to 18 Months for 3 Antisemitic Assaults Hamas Leaders Live in Luxury Hamas Financial Network Hamas Gunmen Hunt Down Fatah Rivals Zohran Mamdani with WOL Learn more about your ad choices. Visit megaphone.fm/adchoices

    Bankless
    Are Tokenized Stocks Real? | Gabriel Otte of Dinari

    Bankless

    Play Episode Listen Later Jul 14, 2025 85:57


    Tokenized stocks have long been a crypto dream, but are they real yet? Gabriel Otte, founder of Dinari, joins to break down the current landscape. We cover what tokenized stocks actually are, why regulatory hurdles make them complex, how Dinari secured the first broker-dealer license for tokenized public shares, and what this means for on-chain finance. We also explore the limitations of current tokenized stock offerings, Robinhood's moves, and whether true DeFi composability is possible for equities. ------

    Millionaire Mindcast
    Why Wall Street Is Broken and Real Estate Is the Future | Nic DeAngelo

    Millionaire Mindcast

    Play Episode Listen Later Jul 14, 2025 49:33


    In this episode of Money Moves, Matty A. welcomes Nic DeAngelo, President of Saint Investment Group, to discuss why traditional investing through Wall Street is becoming obsolete—and how real estate and private markets are stepping up as the smartest path forward.Nic outlines why inflation, debt, and dollar devaluation are reshaping the economic landscape, and shares how his firm is helping investors secure strong fixed-income returns through discounted mortgage notes and industrial assets. You'll also learn why institutional capital is leading the charge into alternatives—and how you can follow suit.What You'll Learn:Why the U.S. stock market is no longer built for everyday investorsThe real risks behind inflation and the declining U.S. dollarWhat smart investors (and big firms) are doing with their money nowHow Saint Investment creates stable, fixed-income opportunitiesThe benefits of Opportunity Zones, bonus depreciation & moreWhy the next generation trusts real estate over stocksHow to use market data to guide smart investing decisionsConnect with Nic DeAngelo:LinkedIn: https://www.linkedin.com/in/nic-deangelo/Instagram: https://www.instagram.com/nicdeangeloFacebook: https://www.facebook.com/Nic.Deangelo1X (Twitter): https://x.com/NicDeAngelo_YouTube: https://www.youtube.com/channel/UC-3YDyPnB9qhIzkVfgOnjjgTimestamps: 00:00 – Introduction 02:30 – Wall Street's decline & private investing 06:00 – Debt, inflation, and the dollar crisis 09:00 – Why real estate wins in today's market 15:00 – BRICS, reserve currency debates 20:00 – The Big Beautiful Bill's impact on investors 26:00 – Saint Investment's high-yield fixed-income strategy 31:00 – Retail & multifamily outlook 34:00 – Tracking economic data for smart investing 37:00 – Rate cut predictions & Fed strategyEpisode Sponsored By:Discover Financial Millionaire Mindcast Shop: Buy the Rich Life Planner and Get the Wealth-Building Bundle for FREE! Visit: https://shop.millionairemindcast.com/CRE MASTERMIND: Visit myfirst50k.com and submit your application to join!FREE CRE Crash Course: Text “FREE” to 844-447-1555FREE Financial X-Ray: Text "XRAY" to 844-447-1555

    The Twenty Minute VC: Venture Capital | Startup Funding | The Pitch
    20VC: Vlad Tenev on Robinhood's $85BN Resurgence | Tokenizing SpaceX & OpenAI | Building Nine Revenue Lines Over $100M | Why Crypto Will Be Robinhood's Biggest Revenue Line | Why Stablecoins Will Replace Banking Rails

    The Twenty Minute VC: Venture Capital | Startup Funding | The Pitch

    Play Episode Listen Later Jul 14, 2025 57:52


    Vlad Tenev is the Founder and CEO of Robinhood, the greatest story on Wall St of the last decade. In the previous 18 months, Robinhood has increased its net revenue by 58% to nearly $3B; a $500M loss in 2023 turned into a $1.1B profit in 2024. Robinhood's stock is up roughly 4x, lifting their market cap to north of $80B. Today, Robinhood has nine lines of business that do over $100M in revenue.  Agenda:  00:00 – “Tokenization Is The Biggest Innovation in Finance” 03:28 – How Robinhood 4x'd Its Market Cap in 8 Months 06:40 – AI Writes 50% of All Net New Code at Robinhood 10:02 – Why Robinhood Built a Secret ChatGPT for Support 12:11 – The One Customer Type That Transformed the Business 15:29 – “CoreWeave Is Retail's Way Into AI” — The Meme Stock Defense 18:05 – Inside Robinhood's Tokenized Private Shares Product 21:23 – “Capital as a Service” — Vlad's Wild Vision for Startup Fundraising 24:10 – The $100M Revenue Line Vlad Wishes He Could Kill 26:45 – Robinhood Is Building... Cash Delivery Trucks?! 29:55 – “We Were Shipping Nothing”: Vlad on the 2020–2022 Culture Crisis 33:20 – What Line of Business Will Be the Biggest For Vlad in 5 Years Time 35:11 – The One Competitor Vlad Actually Respects 36:55 – From Men's Health to Japanese Toilets: Vlad's Weirdest Quickfire Yet 38:40 – “I Was in the Dumps”: What 2022 Taught Vlad About Resilience 40:00 – Where Robinhood Is Headed: The Next Decade of Financial Infrastructure    

    The Savvy Sauce
    2024 Top Ten_4 Surprising Discoveries of Sex in Marriage Interview with Shaunti Feldhahn

    The Savvy Sauce

    Play Episode Listen Later Jul 14, 2025 57:04


    Top Ten from 2024: #4 Surprising Discoveries of Sex in Marriage: An Interview with Shaunti Feldhahn   *DISCLAIMER* This episode is intended for adults.   **Transcription of original episode**  224. Surprising Discoveries of Sex in Marriage: An Interview with Shaunti Feldhahn   Deuteronomy 29:29a (NKJV) "The secret things belong to the LORD our God, but those things which are revealed belong to us"   Questions and Topics We Cover: Are there any specific questions you recommend we ask our spouse periodically? Will you elaborate on your finding that "men and women tend to have different insecurities that the process of sex can help heal or hurt"? You write "Having a comfortable way to signal (and receive) openness or interest will create connection and prevent much pain." So, how can couples begin to develop their own private language or signals to communicate effectively in a healthy manner?   Thank You to Our Sponsor: The Sue Neihouser Team   Shaunti Feldhahn received her graduate degree from Harvard University and was an analyst on Wall Street before unexpectedly becoming a social researcher, best-selling author, and popular speaker.   Today, Shaunti applies her analytical skills to investigate eye-opening, life-changing truths about relationships, both at home and in the workplace. Her groundbreaking research-based books, such as For Women Only, The Kindness Challenge, and Thriving in Love & Money, have sold more than 3 million copies in 25 languages. Her books and studies are popular in homes, counseling centers, and corporations worldwide.   Shaunti (often with her husband, Jeff) has spoken around the world, sharing her findings with audiences ranging from churches to women's and marriage conferences to arena events to youth camps and cruises (yes, those are particularly painful…). Her research and commentary are regularly featured in media as diverse as The Today Show, Focus on the Family, The New York Times and MomLife Today. Shaunti, Jeff, and their two children live in Atlanta and enjoy every minute of living life at warp speed.   Secrets of Sex and Marriage Website   Previous Episodes on Sexual Intimacy on The Savvy Sauce: Fostering a Fun, Healthy Sex Life with your Spouse with Dr. Jennifer Konzen Ways to Deepen Your Intimacy in Marriage with Dr. Douglas Rosenau Ten Common Questions About Sex, Shared Through a Biblical Worldview with Dr. Michael Sytsma Easy Changes to Enhance Your Sexual Intimacy in Marriage with Dr. Clifford and Joyce Penner Hope For Treating Pelvic Pain with Tracey LeGrand Treatment for Sexual Issues with Certified Sex Therapist, Emma Schmidt Talking With Your Kids About Sex with Brian and Alison Sutter Natural Aphrodisiacs with Christian Certified Sex Therapist, Dr. Douglas Rosenau Healthy Sexuality, Emotional Intelligence, and Parenting Children with Autism with Counselor, Lauren Dack Pain and Joy in Sexual Intimacy with Psychologist and Certified Sex Therapist, Dr. Jessica McCleese Identifying and Fighting Human Trafficking with Dr. Jeff Waibel Bridging the Gap Between Military and Civilian Families with Licensed Professional Counselor, Cuthor, Podcaster, and 2015 Military Spouse of the Year, Corie Weathers Enjoying a God-Honoring, Healthy Sex Life with Your Spouse with Certified Sex Therapist and Ordained Minister, Dr. Michael Sytsma Enjoying Parenting and Managing Conversations About Sex with Certified Sex Therapist and Author, Dr. Jennifer Konzen 63 Maximizing Sexual Intimacy During the Three Most Challenging Phases of Marriage with Christian Sex Therapist Pioneers, Dr. Clifford and Joyce Penner Conflict Resolution, Infidelity, and Infertility with Licensed Psychologist and Certified Sex Therapist, Dr. Jessica McCleese Hormones and Body Image with Certified Sex Therapist, Vickie George Passion Pursuit with Dr. Juli Slattery Female Orgasm with Sue Goldstein Erectile Dysfunction, Premature Ejaculation, and Treatments Available with Dr. Irwin Goldstein Turn Ons, Turn Offs, and Savoring Sex in Marriage with Dr. Jennifer Konzen Desire Discrepancy in Marriage with Dr. Michael Sytsma Answering Listener's Questions About Sex with Kelli Willard Anatomy of an Affair with Dave Carder Supernatural Restoration Story with Bob and Audrey Meisner Healthy Minds, Marriages, and Sex Lives with Drs. Scott and Melissa Symington Female Pornography Addiction and Meaningful Recovery with Crystal Renaud Day Building Lasting Relationships with Clarence and Brenda Shuler Healthy Ways for Females to Increase Sexual Enjoyment with Tracey LeGrand Pornography Healing for Spouses with Geremy Keeton Sexual Sin Recovery for You and Your Spouse (Part Two) Personal Development and Sexual Wholeness with Dr. Sibylle Georgianna Our Brain's Role in Sexual Intimacy with Angie Landry Discovering God's Design for Romance with Sharon Jaynes Sex in Marriage and Its Positive Effects with Francie Winslow, Part 1 Science and Art of Sexual Intimacy in Marriage, Part 2 Making Love in Marriage with Debra Fileta Mutually Pleasing Sex in Marriage with Gary Thomas Sex Series: God's Design and Warnings for Sex: An Interview with Mike Novotny Sex Series: Enhancing Female Pleasure and Enjoyment of Sex: An Interview with Dr. Jennifer Degler Sex Series Orgasmic Potential, Pleasure, and Friendship: An Interview with Bonny Burns  Sex Series: Sex Series: Healthy Self, Healthy Sex: An Interview with Gaye Christmus Sex Series: Higher Sexual Desire Wife: An Interview with J Parker Sex Series: Six Pillars of Intimacy with Tony and Alisa DiLorenzo 215 Enriching Women's Sexual Function, Part One with Dr. Kris Christiansen 216 Enriching Women's Sexual Function, Part Two with Dr. Kris Christiansen 217 Tween/Teen Females: How to Navigate Changes during Puberty with Dr. Jennifer Degler 218 Secrets of Sex and Marriage: Interview with Dr. Michael Sytsma   Connect with The Savvy Sauce on Facebook or Instagram or Our Website   Please help us out by sharing this episode with a friend, leaving a 5-star rating and review, and subscribing to this podcast!   Gospel Scripture: (all NIV)   Romans 3:23 “for all have sinned and fall short of the glory of God,”   Romans 3:24 “and are justified freely by his grace through the redemption that came by Christ Jesus.”   Romans 3:25 (a) “God presented him as a sacrifice of atonement, through faith in his blood.”    Hebrews 9:22 (b) “without the shedding of blood there is no forgiveness.”    Romans 5:8 “But God demonstrates his own love for us in this: While we were still sinners, Christ died for us.”    Romans 5:11 “Not only is this so, but we also rejoice in God through our Lord Jesus Christ, through whom we have now received reconciliation.”    John 3:16 “For God so loved the world that he gave his one and only Son, that whoever believes in him shall not perish but have eternal life.”   Romans 10:9 “That if you confess with your mouth, “Jesus is Lord,” and believe in your heart that God raised him from the dead, you will be saved.”    Luke 15:10 says “In the same way, I tell you, there is rejoicing in the presence of the angels of God over one sinner who repents.”   Romans 8:1 “Therefore, there is now no condemnation for those who are in Christ Jesus”   Ephesians 1:13–14 “And you also were included in Christ when you heard the word of truth, the gospel of your salvation. Having believed, you were marked in him with a seal, the promised Holy Spirit, who is a deposit guaranteeing our inheritance until the redemption of those who are God's possession- to the praise of his glory.”   Ephesians 1:15–23 “For this reason, ever since I heard about your faith in the Lord Jesus and your love for all the saints, I have not stopped giving thanks for you, remembering you in my prayers. I keep asking that the God of our Lord Jesus Christ, the glorious Father, may give you the spirit of wisdom and revelation, so that you may know him better. I pray also that the eyes of your heart may be enlightened in order that you may know the hope to which he has called you, the riches of his glorious inheritance in the saints, and his incomparably great power for us who believe. That power is like the working of his mighty strength, which he exerted in Christ when he raised him from the dead and seated him at his right hand in the heavenly realms, far above all rule and authority, power and dominion, and every title that can be given, not only in the present age but also in the one to come. And God placed all things under his feet and appointed him to be head over everything for the church, which is his body, the fullness of him who fills everything in every way.”   Ephesians 2:8–10 “For it is by grace you have been saved, through faith – and this not from yourselves, it is the gift of God – not by works, so that no one can boast. For we are God‘s workmanship, created in Christ Jesus to do good works, which God prepared in advance for us to do.“   Ephesians 2:13 “But now in Christ Jesus you who once were far away have been brought near through the blood of Christ.“   Philippians 1:6 “being confident of this, that he who began a good work in you will carry it on to completion until the day of Christ Jesus.”

    The Opperman Report
    Daniela Walls : Tax Wall Street Party

    The Opperman Report

    Play Episode Listen Later Jul 14, 2025 120:16


    Decide It's Your Turn™: The Podcast
    The Art of Unwinding & The Truth About Success

    Decide It's Your Turn™: The Podcast

    Play Episode Listen Later Jul 14, 2025 42:12


    In this thought-provoking episode, Brittany and Christina dive into everything from the struggle to relax on vacation to the pressure of chasing success in a world that glorifies hustle. They reflect on the highs and lows of entrepreneurship, how AI is reshaping entertainment, and why we need to rethink education and aging. Expect honest takes, a few laughs, and plenty of "wow, same!" moments. About Brittany and Christina:Meet Brittany and Christina, your dynamic podcast hosts who bring their unique blend of expertise, passion, and life experience to every conversation.Brittany, affectionately known as Britt, mom, mommy, bruh, and Queen, lives in Vancouver with her husband and their three fantastic kids (tweens and teens, hence the playful nicknames). Together for nearly two decades, Brittany and her husband share a love for travel and adventure. A self-proclaimed endurance sport junkie, Brittany thrives on pushing herself beyond her comfort zone to unlock her full potential. As a coach, she specializes in helping clients overcome overwhelm by aligning personal goals and values with actionable steps for success. Her greatest joys come from connecting with new people and witnessing their incredible achievements.Christina Lecuyer, a former professional golfer and TV host, is recognized as one of GlobeNewswire's Top Confidence Coaches. She works with clients worldwide, including entrepreneurs, Wall Street executives, stay-at-home moms, and small business owners. Through her signature "Decision, Faith & Action" framework, Christina has guided thousands of clients in creating their own versions of fulfillment and success, often leading to thriving six- and seven-figure businesses. Her 1-on-1 coaching model focuses on mindset and strategy to build self-trust, confidence, and long-term results.Together, Brittany and Christina bring their authentic, energetic, and empowering perspectives to help listeners navigate life, achieve their goals, and embrace their fullest potential. Feeling like you want to share a hot topic you'd like us to discuss on the podcast? Send us a DM over on Instagram at @anythingbutaveragepod. Your hot topic just might make it in the next episode!

    KindredCast: Insights From Dealmakers & Thought Leaders
    Inside the Independent Journalism Revolution with “The Red Letter”'s Tara Palmeri

    KindredCast: Insights From Dealmakers & Thought Leaders

    Play Episode Listen Later Jul 14, 2025 38:19


    LionTree's Alex Michael chats with journalist Tara Palmeri, who, after reporting for everyone from the New York Post, CNN, Politico, Puck and ABC News, has struck out on her own with her substack, “The Red Letter,” as well as “The Tara Palmeri Show” on YouTube. The pair explores the entrepreneurial landscape for journalists, and how the confluence of media influencers and hard news is shifting the center of power in the news industry.This podcast is for information purposes only. The opinions and views expressed in this material are solely the participant's personal opinions and do not necessarily reflect the opinions of LionTree or its affiliates. This material should not be copied, distributed, published, or reproduced, in whole or in part, or disclosed by any recipient to any other person without the express written consent of LionTree. The information contained in this material does not constitute a recommendation, offer or solicitation from any LionTree entity to the recipient with respect to the purchase or sale of any security, and LionTree is not providing any financial, economic, legal, investment, accounting, or tax advice through this material or to its recipient. Neither LionTree nor any of its affiliates makes any representation or warranty, express or implied, as to the accuracy or completeness of the statements or any information contained in this material and any liability therefore (including in respect of direct, indirect, or consequential loss or damage of any kind whatsoever) is expressly disclaimed. LionTree does not undertake any obligation whatsoever to provide any form of update, amendment, change or correction to any of the information, statements, comments, views, or opinions set forth in this material.Third-party content may be published on LionTree pages in response to this material. Such content is not reviewed by LionTree before it is displayed and LionTree cannot guarantee the accuracy or completeness of such content. The opinions and views expressed by the authors of such third-party content are solely the author's personal opinions and do not necessarily reflect the opinions of LionTree or its affiliates. LionTree reserves the right to remove, alter or edit any third-party content published on LionTree pages. LionTree expressly disclaims any liability (including in respect of direct, indirect, or consequential loss or damage of any kind whatsoever) arising out of, or in connection with, the access or use of any social media platform or LionTree page. Use of a social media platform or LionTree page is at your own risk.Securities of any investment funds managed by LionTree are privately offered to selected investors only by means of each such fund's governing documents and related subscription materials. Listeners and viewers should not assume that companies identified in this audio and/or video are representative of all investments made or recommended by LionTree on behalf of each firm's clients. An investment with LionTree is speculative and involves significant risks including the potential loss of all or a substantial portion of invested capital and the lack of liquidity of an investment. Past performance is not indicative of future results.For further information, please see: https://liontree.com/disclaimer/. If you have questions, please go to https://liontree.com/ and select “Contact.”See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

    Venture Daily
    Devin AI May Replace Thousands on Wall St, Trump's Mining Bill Kills Demand

    Venture Daily

    Play Episode Listen Later Jul 14, 2025 16:30


    Wall Street just hired an AI engineer named Devin who writes code like a human, and he might soon have thousands of clones replacing junior developers. And Trump's new “One Big Beautiful Bill” promises more American rare-earth mining but kills the clean energy incentives that made those mines worth building.Featured Guests: Anshul Gupta, co-founder, Actively AI | Josh Dorfman, co-founder, CEO, and Host, Supercool

    Good Bad Billionaire
    Henry Ford: Putting the world on wheels

    Good Bad Billionaire

    Play Episode Listen Later Jul 14, 2025 52:02


    Henry Ford may not have invented the car, or even the assembly line, but he perfected them. His Model T – nicknamed “Tin Lizzie” – made cars affordable for the average worker, not just the rich. He was a master tinkerer, inventor and even introduced the five-day 40-hour work week – better than the six-day grind that was the norm at the time. But his legacy is a complicated one. He increased wages but crushed unions. Plus he used his popularity to spread antisemitic conspiracy theories. In 1938, Germany's Nazi regime even gave him a medal for it. BBC business editor Simon Jack and journalist Zing Tsjeng tell the story of the man whose influence helped push America from farm to factory, shaping roads, suburbs, motels, and malls. In this special series, Good Bad Dead Billionaire, find out how five of the world's most famous dead billionaires made their money. These iconic pioneers who helped shape America may be long gone, but their fingerprints are all over modern industry - in business trusts, IPOs, and mass production. They did it all first, but how did they make their billions?Good Bad Billionaire is the podcast exploring the lives of the super-rich and famous, tracking their wealth, philanthropy, business ethics and success. There are leaders who made their money in Silicon Valley, on Wall Street and in high street fashion. From iconic celebrities and CEOs to titans of technology, the podcast unravels tales of fortune, power, economics, ambition and moral responsibility, before inviting you to make up your own mind: are they good, bad or just another billionaire?

    Wake Up Call
    EU Suspends Retaliatory Tariffs on US Goods

    Wake Up Call

    Play Episode Listen Later Jul 14, 2025 42:33 Transcription Available


    Amy King hosts your Monday morning Wake Up Call. ABC News White House correspondent Karen Travers opens the show talking about Mexico and the EU pushing back against newly announced tariffs. ABC News national reporter Jim Ryan speak on the tragedy in Central Texas and an underestimation of flood risk. Bloomberg Media's Courtney Donohoe shares the latest in business and Wall Street. The show closes with

    TD Ameritrade Network
    Stock Market Today: Crypto Week, PYPL v. AFRM, BA 18-Month High

    TD Ameritrade Network

    Play Episode Listen Later Jul 14, 2025 2:23


    The first day of a packed week on Wall Street opened with stocks in the green, which included an all-time high showing from Bitcoin and a closing high in Coinbase (COIN) as "Crypto Week" begins in Washington. It was a mixed picture in the fintech space with PayPal (PYPL) getting an upgrade while Affirm (AFRM) received a downgrade. Boeing (BA) shares reached highs not seen since January 2024 after a preliminary report found the company wasn't responsible for an Air India crash last month. Marley Kayden takes investors through the trading session's top stories. ======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

    AP Audio Stories
    Wall Street hangs near its record amid doubts about Trump's tariffs

    AP Audio Stories

    Play Episode Listen Later Jul 14, 2025 0:36


    Wall Street is nearing records after President Trump's weekend tarriff announcement targetting Mexico and the European Union.

    AP Audio Stories
    Wall Street holds near its record amid doubts about Trump's tariffs

    AP Audio Stories

    Play Episode Listen Later Jul 14, 2025 0:35


    Wall Street holds near its record amid doubts about Trump's tariffs.

    WALL STREET COLADA
    Wall Street retrocede por Nuevos Aranceles, Bitcoin Rompe los $120K y Plata Sube a Máximos de 14 Años.

    WALL STREET COLADA

    Play Episode Listen Later Jul 14, 2025 4:21


    Notas del Show: En este episodio cubrimos los eventos más relevantes antes de la apertura del mercado: • Wall Street cae tras nuevos aranceles de Trump: Futuros a la baja: $SPX -0,4 %, $US100 -0,3 %, $INDU -0,4 %. Trump impondrá arancel del 30 % a la UE y México desde el 1 de agosto. El mercado se enfoca esta semana en el IPC (martes), IPP (miércoles) y resultados del 2T de $JPM, $C, $WFC, $STT y $BK. • Bitcoin supera los $120K con impulso institucional: $BTC-USD alcanza $121 058,40 por primera vez, apoyado por flujos récord hacia ETFs y avances regulatorios. Ether $ETH-USD sube +2,6 % a $3 045,94. • Plata se dispara a máximos desde 2011: $XAG sube +1,8 %, con tensiones en mercado físico y fuerte demanda en ETFs británicos. Oro $XAU +0,3 % a $3 366,98/oz. Ratio oro/plata en 86x sugiere que la plata sigue subvalorada. • China aprueba con condiciones compra de Ansys por Synopsys: $SNPS completará la compra de $ANSS por $35B tras el visto bueno regulatorio. Accionistas de $ANSS recibirán $197 en efectivo más acciones de $SNPS. Una jornada marcada por tensiones comerciales, rally en criptomonedas y refugio en metales. ¡No te lo pierdas!

    CNBC Business News Update
    Market Open: Stocks Mixed, Investors Monitoring President Trump's New Threatened Tariffs On EU & Mexico, Bitcoin Sets New Record 123k 7/14/25

    CNBC Business News Update

    Play Episode Listen Later Jul 14, 2025 3:30


    From Wall Street to Main Street, the latest on the markets and what it means for your money. Updated regularly on weekdays, featuring CNBC expert analysis and sound from top business newsmakers. Anchored by CNBC's Jessica Ettinger.

    CNBC Business News Update
    Market Close: Stocks Higher, President Trump Announces Secondary Sanctions On Russia, New Inflation Data Tuesday 7/14/25

    CNBC Business News Update

    Play Episode Listen Later Jul 14, 2025 3:41


    From Wall Street to Main Street, the latest on the markets and what it means for your money. Updated regularly on weekdays, featuring CNBC expert analysis and sound from top business newsmakers. Anchored by CNBC's Jessica Ettinger.

    We Study Billionaires - The Investor’s Podcast Network
    TIP737: Margin Of Safety by Seth Klarman w/ Kyle Grieve

    We Study Billionaires - The Investor’s Podcast Network

    Play Episode Listen Later Jul 13, 2025 79:43


    On today's episode, Kyle Grieve discusses the principles of value investing, including how to distinguish between speculation and true investing, the dangers of Wall Street's incentive structures, and the importance of prioritizing downside protection over upside potential. We'll also delve into discipline for value investing, how to develop a margin of safety mindset, and how to build a risk-averse strategy and portfolio. IN THIS EPISODE YOU'LL LEARN: 00:00 - Intro 05:04 - Why most investors speculate rather than invest—and how to tell the difference 11:01 - Why fund managers have structural weaknesses that require them to prioritize the wrong things 13:26 - Why EBITDA can mislead—and how it hides a business's actual condition 16:46 - Why value investors focus more on downside protection than upside potential 18:47 - How to think about margin of safety when constructing a portfolio 31:51 - The three temperamental traits most critical to successful value investing 36:38 - Why value investors hold cash and how they use it as a strategic weapon 44:00 - A detailed breakdown of how Klarman values businesses 20:06 - The major types of value opportunities—and where to find them 1:02:49 - Klarman's perspective on diversification and intelligent position sizing Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join Clay and a select group of passionate value investors for a retreat in Big Sky, Montana. Learn more ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Join the exclusive ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TIP Mastermind Community⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Buy a copy of Margin of Safety here. Follow Kyle on Twitter and LinkedIn. Check out all the books mentioned and discussed in our podcast episodes ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Enjoy ad-free episodes when you subscribe to our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Premium Feed⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. NEW TO THE SHOW? Get smarter about valuing businesses in just a few minutes each week through our newsletter, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Intrinsic Value Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Check out our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠We Study Billionaires Starter Packs⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Follow our official social media accounts: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X (Twitter)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TikTok⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Browse through all our episodes (complete with transcripts) ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Try our tool for picking stock winners and managing our portfolios: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TIP Finance Tool⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Enjoy exclusive perks from our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠favorite Apps and Services⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Learn how to better start, manage, and grow your business with the ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠best business podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. SPONSORS Support our free podcast by supporting our sponsors: SimpleMining Hardblock AnchorWatch Human Rights Foundation Unchained Vanta Shopify Onramp HELP US OUT! Help us reach new listeners by leaving us a ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠rating and review⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

    Trappin Tuesday's
    How Will the New Law Change Your Taxes? | Wallstreet Trapper

    Trappin Tuesday's

    Play Episode Listen Later Jul 13, 2025 20:47


    Let's discuss the one big beautiful bill passed, an 887-page tax and spending law. It extends the trump tax bill, slashes health and food programs, and affects medicaid. Stay updated on the latest news about taxes.How Will the New Law Change Your Taxes? | Wallstreet Trapper