Podcasts about yellen

On today's show, LIVE on Thunderous Radio (Stream 2) https://thunderousradio.com at 4:06 pm CT, 5:06 pm ET: Borderline: Federal Judge rebukes Trump for doing 'nothing' to facilitate release of illegal alien deported to El Salvador - Another U.S. District Judge claims Trump Administration ignored deportation order, threatens contempt of court - President of El Salvador scorches media for suggesting he send MS-13 gangster back to U.S. - White House Deputy Chief of Staff for Policy Stephen Miller says because there are millions of people in the country illegally, due process for them would take centuries - we'll analyze. Political Economics: Klobuchar claims ‘If you believe in capitalism,' we should be ‘increasing some of the corporate taxes' - Janet Yellen claims American manufacturing is a ‘pipe dream,' may not be a ‘desirable goal' - we'll examine. Poll shows most Democrats want their party to "become more progressive," - Are Democrats increasingly becoming apathetic to a rise in political violence in America, even against their own? - we'll explore. Plus, The Faithful: Cuba bans Christians from celebrating Palm Sunday tradition - Greek Orthodox Church Archbishop says Trump's Election ‘Positive Development,' ‘I commend him and believe he Is benefiting the world,' but needs to be careful to keep the world from spiraling into war. http://www.spreaker.com/show/christian-talk-that-rocks https://christiantalkthatrocks.net or http://christiantalkthatrocks.com #illegalaliens #deportation #Cuba #ElSalvador #FedralJudge #Trump #GreekOrthodoxChurch #Democrats #politicalviolence #corporatetaxes #Americanmanufacturing

We're breaking down President Bukele's meeting with Trump and the total media meltdown that followed—Kaitlan Collins is not having a good week, and Marco Rubio isn't holding back either. We dive into Trump's fiery CNN takedown, Stephen Miller's epic mic drops, and the Dems' weird obsession with bringing Garcia back. Plus, why is JD Vance dropping trophies and cracking jokes, and what on earth is going on with AOC's new accent? We also cover Carmelo Anthony's release, a megachurch bought by a Muslim group in Texas, and some seriously cringe photos from Gretchen Whitmer. Oh—and Taylor Lorenz is fangirling over a murder (surprise!).This spring, get up to 50% off select plants at Fast Growing Trees, plus an extra 15% off your first purchase with code CHICKS at https://Fastgrowingtrees.com/ChicksKeep more of your hard-earned money with Done With Debt! Visit https//DoneWithDebt.com and talk with one of their strategists today for FREE.Lose weight the smarter way with LEAN. Visit https://TakeLean.com and use code Chicks20 for 20% off your first order.Start your morning with Blackout Coffee and The Chicks! Bold brews and SO MANY flavors — Blackout with us! Visit https://Blackoutcoffee.com/CHICKS  and use code CHICKS at checkout for 20% off your first order.

Rob Carson dives into Tax Day with fiery commentary on how the federal government has misused American tax dollars and why real-world experience matters more than elite credentials. He critiques Biden, Janet Yellen, Obama, and media outlets like CNN for being out of touch with working Americans. Key Highlights: Nvidia's $500B U.S. Manufacturing Announcement: Carson hails it as a direct rebuttal to Yellen's pessimism about American industry. Ties the resurgence in U.S. manufacturing to Trump's policies and negotiating strategy. Trump vs. Elites: A recurring theme pits “book smart” coastal elites against Trump's “real-world savvy,” praising the return of factory jobs and criticizing past administrations for outsourcing and failing to support American labor. CNN & Media Bias: Claims CNN and similar outlets “hate America,” with segments replayed to support the point, including attacks on the network's stance on nationalism and American pride. The Deportation Debate: The show skewers Democratic efforts to bring an MS-13 gang member back to the U.S., with multiple legal experts and Trump allies explaining the legality of his removal and the absurdity of the opposition. Rise of the MAGA Movement: New polling shows growing support for Trump and MAGA, especially among younger and college-educated voters. Carson sees this as a rejection of left-wing policies and identity politics. Today's podcast is sponsored by : BIRCH GOLD - Protect and grow your retirement savings with gold. Text ROB to 98 98 98 for your FREE information kit! EXPRESS VPN – It's not worth the risk. Protect your online identity and sensitive information from cyber hackers. Get FOUR MONTHS FREE now by going to http://ExpressVPN.com/NEWSMAX   To call in and speak with Rob Carson live on the show, dial 1-800-922-6680 between the hours of 12 Noon and 3:00 pm Eastern Time Monday through Friday…E-mail Rob Carson at : RobCarsonShow@gmail.com Musical parodies provided by Jim Gossett (www.patreon.com/JimGossettComedy) Listen to Newsmax LIVE and see our entire podcast lineup at http://Newsmax.com/Listen Make the switch to NEWSMAX today! Get your 15 day free trial of NEWSMAX+ at http://NewsmaxPlus.com Looking for NEWSMAX caps, tees, mugs & more? Check out the Newsmax merchandise shop at : http://nws.mx/shop Follow NEWSMAX on Social Media:             • Facebook: http://nws.mx/FB             • X/Twitter: http://nws.mx/twitter            • Instagram: http://nws.mx/IG            • YouTube: https://youtube.com/NewsmaxTV             • Rumble: https://rumble.com/c/NewsmaxTV             • TRUTH Social: https://truthsocial.com/@NEWSMAX            • GETTR: https://gettr.com/user/newsmax            • Threads: http://threads.net/@NEWSMAX             • Telegram: http://t.me/newsmax              • BlueSky: https://bsky.app/profile/newsmax.com                • Parler: http://app.parler.com/newsmax Learn more about your ad choices. Visit megaphone.fm/adchoices

We open with a rant about tax day and how I wish we would implement a much better way to collect taxes that does not require so much time, effort and energy on an annual basis. This leads to the issue of Harvard university wanting to continue to corrupt the minds of it's students, while also taking public money and being tax-exempt. A CNN legal analyst had to side with the views of the White House when it comes to the illegal from El Salvador who was sent back to his home country. President Trump said CNN probably hates America, which led to Dana Bash opening a segment saying they don't hate America. So, I play some sound bites over the months to see if she is telling the truth. Judge Boadberg is inserting himself again into the Executive Branch, this time telling Secretary of Defense Pete Hegseth that he cannot implement tougher physical fitness requirements in the military. We are once again putting demographics over capabilities and it has to stop! Finally, former Secretary of the Treasury Janet Yellen said she thinks Trump's plan to bring back manufacturing is a “pipe dream.” Almost as if on queue, Nvidia, just hours later announced a $500 billion dollar investment into building advanced AI chips in the United States. Please take a moment to rate and review the show and then share the episode on social media. You can find me on Facebook, X, Instagram, GETTR,  TRUTH Social and YouTube by searching for The Alan Sanders Show. And, consider becoming a sponsor of the show by visiting my Patreon page!!

Quarterly reporting season is upon us, with JP Morgan setting the tone for earnings, as the tariff tango with China continues; how are advisors handling the turmoil? Consumer front loading pulling forward future demand will lead to economic irregularities later. Richard and Matt discuss dealing effectively during corrections and taking advantage of tax efficiencies; creating a "loss bank;" paying taxes means you're making money. cutting through the headlines and the negative influence of social media; the evolution of work in America: Where did all the jobs go? Rich and Matt point out the value of having a financial plan in place during tumultuous times like these; dealing with the psychological shift that comes with retirement; the opportunity for Roth conversions; making"Tikie-Tokies." The Social Security tax torpedo and The Retirees First Act; Rich & Matt discuss taxing Socia lSecurity and the three forms of US taxation; Yellen vs Greenspan. SEG-1: JP Morgan Sets Tone for Earnings Season SEG-2: Managing Money Effectively During Corrections SEG-3: The Value of a Financial Plan in Times Like These SEG-4: The Social Security Tax Torpedo Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP, w Senior Relationship Manager, Matt Doyle, CFP Produced by Brent Clanton, Executive Producer ------- Watch today's full show video here: https://www.youtube.com/watch?v=Cp4VjyYxIGg&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- Articles mentioned in this report: "Trumps Economic Revolution: Unraveling A Blessing And A Curse" https://realinvestmentadvice.com/resources/blog/trumps-economic-revolution-unraveling-a-blessing-and-a-curse/ "Stupidity And The 5-Laws Not To Follow" https://realinvestmentadvice.com/resources/blog/stupidity-and-the-5-laws-not-to-follow/ "Corporate Yield Spreads Start To Widen" https://realinvestmentadvice.com/resources/blog/daily-market-commentary/ "The Market Crash – Hope In The Fear" https://realinvestmentadvice.com/resources/blog/the-market-crash-a-set-up-for-a-rally/ "The “Liberation Day” Tariffs Crash The Market" https://realinvestmentadvice.com/resources/blog/the-liberation-day-tariffs-crash-the-market/ ------- The latest installment of our new feature, Before the Bell, "Markets Reverse All Losses," is here: https://www.youtube.com/watch?v=JLHne8xJaHs&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Monster Rally or market Bottom?" https://www.youtube.com/watch?v=GpK9eML4BM4&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=4s ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #RothConversion #TaxStrategy #RetirementPlanning #TariffImpact #StockMarket2025 #MarketRally #InvestingInsights #BullOrBear #FinancialTalk #MarketLosses #MarketGains #LossReversal #CorrectiveCycle #BondYields #MarketInstability #BasisTrade #LiquidityCrisis #MarketVolatility #FinancialStress #MarketBottom #TariffWar #BondMarket #DownsideRisk #Tariffs #MarketLows #InvestingAdvice #Money #Investing

Quarterly reporting season is upon us, with JP Morgan setting the tone for earnings, as the tariff tango with China continues; how are advisors handling the turmoil? Consumer front loading pulling forward future demand will lead to economic irregularities later. Richard and Matt discuss dealing effectively during corrections and taking advantage of tax efficiencies; creating a "loss bank;" paying taxes means you're making money. cutting through the headlines and the negative influence of social media; the evolution of work in America: Where did all the jobs go? Rich and Matt point out the value of having a financial plan in place during tumultuous times like these; dealing with the psychological shift that comes with retirement; the opportunity for Roth conversions; making"Tikie-Tokies." The Social Security tax torpedo and The Retirees First Act; Rich & Matt discuss taxing Socia lSecurity and the three forms of US taxation; Yellen vs Greenspan. SEG-1: JP Morgan Sets Tone for Earnings Season SEG-2: Managing Money Effectively During Corrections SEG-3: The Value of a Financial Plan in Times Like These SEG-4: The Social Security Tax Torpedo Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP, w Senior Relationship Manager, Matt Doyle, CFP Produced by Brent Clanton, Executive Producer ------- Watch today's full show video here: https://www.youtube.com/watch?v=Cp4VjyYxIGg&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- Articles mentioned in this report: "Trumps Economic Revolution: Unraveling A Blessing And A Curse" https://realinvestmentadvice.com/resources/blog/trumps-economic-revolution-unraveling-a-blessing-and-a-curse/ "Stupidity And The 5-Laws Not To Follow" https://realinvestmentadvice.com/resources/blog/stupidity-and-the-5-laws-not-to-follow/ "Corporate Yield Spreads Start To Widen" https://realinvestmentadvice.com/resources/blog/daily-market-commentary/ "The Market Crash – Hope In The Fear" https://realinvestmentadvice.com/resources/blog/the-market-crash-a-set-up-for-a-rally/ "The “Liberation Day” Tariffs Crash The Market" https://realinvestmentadvice.com/resources/blog/the-liberation-day-tariffs-crash-the-market/ ------- The latest installment of our new feature, Before the Bell, "Markets Reverse All Losses," is here:  https://www.youtube.com/watch?v=JLHne8xJaHs&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Monster Rally or market Bottom?" https://www.youtube.com/watch?v=GpK9eML4BM4&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=4s ------- Get more info & commentary:  https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #RothConversion #TaxStrategy #RetirementPlanning #TariffImpact #StockMarket2025 #MarketRally #InvestingInsights #BullOrBear #FinancialTalk #MarketLosses #MarketGains #LossReversal #CorrectiveCycle #BondYields #MarketInstability #BasisTrade #LiquidityCrisis #MarketVolatility #FinancialStress #MarketBottom #TariffWar #BondMarket #DownsideRisk #Tariffs #MarketLows #InvestingAdvice #Money #Investing

Keith shares some historical perspective on inflation highlighting the cost of a Taco Bell meal in 1999 to its cost today. He also touches on the concept of service inflation, where services like mail delivery and self-checkout at grocery stores have become less convenient but not cheaper. Keith reviews the historical performance of real estate during the last eight recessions, noting that housing prices usually rise during recessions. He explains the concept of the Inflation Triple Crown: asset price inflation, debt debasement, and cash flow enhancement. Housing prices usually rise during recessions, as demonstrated by historical data. Resources: To learn more about the Inflation Triple Crown go to: getricheducation.com/itc. Show Notes: GetRichEducation.com/547 For access to properties or free help with a GRE Investment Coach, start here: GREmarketplace.com GRE Free Investment Coaching:GREmarketplace.com/Coach Get mortgage loans for investment property: RidgeLendingGroup.com or call 855-74-RIDGE  or e-mail: info@RidgeLendingGroup.com Invest with Freedom Family Investments.  You get paid first: Text FAMILY to 66866 Will you please leave a review for the show? I'd be grateful. Search “how to leave an Apple Podcasts review”  For advertising inquiries, visit: GetRichEducation.com/ad Best Financial Education: GetRichEducation.com Get our wealth-building newsletter free— text ‘GRE' to 66866 Our YouTube Channel: www.youtube.com/c/GetRichEducation Follow us on Instagram: @getricheducation Complete episode transcript:   Automatically Transcribed With Otter.ai    Keith Weinhold  0:01   Welcome to GRE. I'm your host. Keith Weinhold, is higher inflation or even hyper inflation now in our future, and is an imminent recession, or even worse, a depression lurking. What's it all mean for your investments and your real estate? We'll investigate exactly what happens to real estate during recessions, historically today, on get rich education,   since 2014 the powerful get rich education podcast has created more passive income for people than nearly any other show in the world. This show teaches you how to earn strong returns from passive real estate investing in the best markets without losing your time being a flipper or landlord. Show Host Keith Weinhold rights for both Forbes and Rich Dad advisors and delivers a new show every week since 2014 there's been millions of listener downloads of 188 world nations. He has a list show guests and key top selling personal finance author Robert Kiyosaki, get rich education can be heard on every podcast platform, plus it has its own dedicated Apple and Android listener phone apps build wealth on the go with get rich education podcast. Sign up now for the get rich education podcast or visit get rich education.com   Corey Coates  1:19   You're listening to the show that has created more financial freedom than nearly any show in the world. This is get rich education.   Keith Weinhold  1:35   Welcome to GRE from Hartsdale, New York to Springdale, Utah and across 488 nations worldwide. I'm Keith Weinhold. I think you know that by now, you are inside one of America's longest running and most listened to real estate investing shows. This is get rich education. Most people have two plans. Plan a get rich. If that doesn't work out, the alternative is Plan B, which is hate rich people.   We are firmly rooted in plan a for you here. So yes, we're about building your wealth, but ultimately we are a lifestyle improvement show. I'm going to get to high inflation and the potential for a recession or depression in just a minute. But I recently got a reminder on the fragility of life and its finite nature. My oldest friend recently died. He was almost like a mentor to me, a friend of mine's grandmother recently died, shattering her world, and it's a reminder that you won't be remembered for the money that you make. You won't even be remembered the real estate portfolio that you build. I mean, that surely won't last. The tennis that you serve, they'll die as well. I will be forgotten. This show will be forgotten. The people that love you, their opinions will die with them. Your Haters, their opinions will die with them. You can confirm that this is true right now by naming your eight great grandparents for me, there. Go ahead. You can't do it. I can't either. So what can you do, at least in this finite life that you have on earth? What you can do is enjoy your existence. The good news is, because you can control this, you can control enjoying your life and existence as get rich education is ultimately a lifestyle improvement show, and we are squarely helping you do that right here. And one way that I've done that over the years is by pointing out how inflation is actually advantageous to real estate investors. Well, it impoverishes most people. You're initiated on that by now. That's something that you really found out tangibly back during the pandemic. Now today, though, wow, people are frightened. I've got some contemporaneous material to share with you today, but I'll give you some lessons so that even if you're listening to this 10 years from now, you're going to learn some lessons. Americans inflation expectations for the next five years. They just hit the highest level since 1993 Yeah, expecting a lot of inflation, tariff pressures are a huge concern now. Last week, inside our newsletter, I sent you something that gave you some perspective on inflation. I sent you a photo of a Taco Bell receipt from 1999that might have left your mouth agape if you didn't see it. I'll tell you about it here and expand on this. And yes, it could leave you aghast, stupefied, gobsmacked, or even flabbergasted. In a sense, 1999 was not that long ago. It's sure not like ancient history. I mean, I was alive then, yes, I am here, and I'm from the 1900s. Well, this 1999 Taco Bell receipt that someone found perfectly preserved in the pages of a book. It shows a complete meal that was purchased for $3.50 it was actually just $3.26 and then the rest was tax added in. That's 350 for a chili cheese burrito, a taco nachos and a 16 ounce Pepsi. That's not the price for each item. That is the combined total from 1999 All right, how much do you think those same items would cost today? I don't eat there. I went to the Taco Bell website and found out. I mean, what an inflation measuring stick. This is what cost, 350 A Taco Bell in 1999 costs $11.44 today I use the same sales tax rate to come up with that. So today it's 1144 and today they also ask you a question a Taco Bell, if you want to round up for the kids or something like that, and then just watch, pretty soon, they're gonna request a tip too. That's a 327% price increase, and few people's wages have risen that much since 1999See, I told you that you would be left slack job and flabbergasted. All right, so let's look at where we are today. Now it's not an apples to apples comparison, but you know, Taco Bell is a fast food restaurant. Let's look at the price of a consumer item at a sports stadium today. All right, because both are places that everyday Americans frequent college basketball's March Madness tournaments have been taking place the last few weeks. Well, for the first time ever, the SEC is selling beer at its tournament. The price for one large premium draft beer is $17.50 so before tax or tip, 1750 for one beer all in that might be $20 or more, and I doubt that the beer is really that premium. I mean, you know what kind of beer you get at stadiums. So we look at inflation, one beer today is at least five times the cost of a complete Taco Bell meal in 1999   that's price inflation, and that's the stuff that's highly perceptible. Okay, you've been seeing that effect all of your life. It's making most people poorer. It's making real estate investors wealthier. And then there's the inflation that few people consider the less perceptible stuff, service inflation. And what are some examples of service inflation growing up the postal service delivered mail right to my parents porch, and they still do deliver mail right to my parents porch. Their neighborhood was built more than 100 years ago, but look, when new neighborhoods are built today, like places I've lived and perhaps where you live now, the postal service doesn't deliver your mail right to the individual mailbox on your porch. Today, you've got to walk both ways to your neighborhood's mailbox cluster. Some people even have to drive to get their mail. So your mail is no longer being delivered. Really, you have to go pick it up. Well, they don't lower the price for that reduced service level. That's service inflation. A second example is more obvious, grocery self checkout. You're taking the time and doing the work of scanning your groceries, but yet, they sure aren't lowering the prices of your lettuce and your beef jerky. And look service, inflation is here to stay. That is because companies make investments in it. The Postal Service bought those mailbox clusters, the supermarket bought those self checkout kiosks.    All right, so with this ramp and price inflation and service inflation, along with it, and the other forms of inflation that I've talked about on the show before, like stagflation, tip inflation and Shrink flation and skimpflation. What is an individual investor like you supposed to do? Well, stock and mutual fund investors get killed by inflation. I mean, think about it this way, just killed if the Sp5, 100 gains 10% but there's 5% inflation. That's a 50% hidden tax on your gain, plus you might pay capital gains tax. On top of that, savers really get obliterated. I mean, just destroyed if your bond yield or your savings account pays 4% interest, and there's 5% inflation. That is a 125% hidden tax on your gain, and then you might pay regular tax on top of that. So stocks and mutual funds and savings accounts are not the answer. What is the answer? Real Estate and borrowing the opposite of saving. And let me address now, whenever people get fearful that another wave of inflation is coming, whether that's tariff induced or otherwise, let's not get carried away and think that Hyperinflation is right around the corner, although definitions of hyperinflation vary, the most accepted one by economists is a 50% inflation rate per month, not annually, per month. So that would be over 600% a year, with compounding. I mean, that would be really hard to get, but what we do know is that inflation is still elevated above the Fed's 2% target. It's 2.8% today. And what we do know is that more inflation is coming at what rate nobody knows. These facts almost necessitate that you have either got to start your own business, which is tough, or become a real estate investor which is easier, in order to escape this and acquire some lasting wealth. Any devoted listener here knows that the formula for beating it is luckily, not highly sophisticated, not esoteric, not anything that you need a degree or certification for, just own income properties with loans, and that's when inflation produces three profit centers. As we know that is something that I coined as the inflation triple crown. So if you're new, you're learning something. If you've been around here for a while, here's a little comprehension test for you. What are the three crowns in the inflation Triple Crown, you win with asset price inflation, debt debasement and cash flow enhancement. Asset price inflation benefits you because you have leverage gains debt debasement passively lightens our debt burden for us, and then cash flow enhancement, that boosts our cash flow above the inflation rate, because our principal and interest payment stays fixed. And you can learn more about that totally free. You don't even have to leave your email address or anything. You can watch the three videos of the inflation Triple Crown at get rich education.com/itc. For inflation, Triple Crown, it's just good free learning for you there I've made available at get rich education.com/itc, it is a foundational financial education. Is a recession or even a depression eminent, that's straight ahead. I'm Keith Weinhold. You're listening to get rich education.   You know what's crazy? Your bank is getting rich off of you, the average savings account pays less than 1% it's like laughable. Meanwhile, if your money isn't making at least 4% you're losing to inflation. That's why I started putting my own money into the FFI liquidity fund. It's super simple. Your cash can pull in up to 8% returns, and it compounds. It's not some high risk gamble like digital or AI stock trading. It's pretty low risk because they've got a 10 plus year track record of paying investors on time in full every time. I mean, I wouldn't be talking about it if I wasn't invested myself. You can invest as little as 25k and you keep earning until you decide you want your money back. No weird lockups or anything like that. So if you're like me and tired of your liquid funds just sitting there doing nothing, check it out. Text family to 66866, to learn about freedom. Family investments. Liquidity fund again. Text family, to 66866   hey, you can get your mortgage loans at the same place where I get mine at Ridge lending group NMLS, 42056, they provided our listeners with more loans than any provider in the entire nation because they specialize in income properties, they help you build a long term plan for growing your real estate empire with leverage. You can start your pre qualification and chat with President Chaley Ridge personally. Start Now while it's on your mind at Ridge lendinggroup.com that's Ridge lendinggroup.com   you   Dani-Lynn Robison  15:45   This is freedom. Family investments. Co founder, Danny Lynn Robinson, listen to get rich education with Keith Weinhold, and don't quit your Daydream.   Keith Weinhold  16:00   Welcome back to get rich Education. I'm your host. Keith Wynne Holland, you are inside episode 547. I'll tell you, being a landlord or real estate investor can really change you now. I was using the stair climber at the gym just before talking to you today, I like to set up a big fan down on the floor to keep me cool before running or climbing. Plug it in, set up a fan. When I'm done, I turn off the fan. It's just a habit. I don't pay the electricity bill at my gym, but it's just the way that I would want to be treated. But you know what? When I find a fan that's already set up before I grab it and start on the treadmill. That fan is always running when no one is using it. No one turns off their fans when they don't have to pay for the electricity. And this reminds me of when I owned apartment buildings in Anchorage, Alaska, and tenants kept their windows open, even during the frigid winter, so that they could get fresh air. Yeah, you can guess who was paying the heating bill. It wasn't the tenant. It was me. The larger the apartment building is, the more likely that the owner is the one that pays for more of the utilities. And of course, in that case, you can look into utility sub metering. That process can be costly, but it might be worth it. It can increase your cash flow and your net operating income, which, when it increases your net operating income, that means that it also increases the apartment buildings value. And you know, in real estate today, you've got to look for where the opportunities are. There are opportunities in every market today. For places where there are specifically good opportunities are apartment buildings where their values have fallen 20 to 30% in some markets, it's wise to invest in beaten down sectors that you just know are going to come back like you know, the demand for apartment buildings is going to be there long term. This doesn't mean that you want to invest in any beaten down sector, like Office real estate in general. I don't see how that's coming back. A second strong real estate opportunity today is to find over built pockets, especially ones that exist in Texas and Florida. I mean, this is why they call them buyers markets. A Texas or Florida seller might make you a deal, and that doesn't mean everywhere in these states. For example, Southwest Florida is one area that's specifically over built, even amidst the national landscape that's under built. A third and a fourth area of specific real estate opportunity today are two that I have mentioned before, but they persist. That is still brand new, properties where many builders are still motivated to buy down your mortgage rate to about 5% even 4.75% in some cases, and new builds have low insurance premiums too. And then a fourth opportunity. That's something that we've covered a good bit here these past few weeks. BRRRR, real estate investing, buy, rehab, rent, refinance and repeat. That's a specifically good strategy if you don't have, say, hundreds of 1000s of dollars in liquidity to invest. Now you might ask, do those four strategies have validity? Do they have cogency in today's market, where there are these fears of an economic slowdown. Oh, yes, they do, or I would not have gone over them, but these palpable recession Fears are growing, and some are even asking, is a new Great Depression eminent? There is tons of bad economic news right now, not just in the US, but the global economy is on the edge, starting earlier this month, stock market tremors have turned into full blown convulsions. Trillions of dollars in wealth have just vaporized, wiped out. Investors are rattled, consumers are anxious. Business owners are confused, and those in power in the administration, they insist that tariffs and policy swings are all just part of a transition period, but a transition to what some have even asked, Is the everything bubble finally about to pop. Is this the brink of a recession or something even deeper, a D pressure? Well, one thing is undeniable, from stocks to crypto asset prices recently made a free fall, and I've got some long term lessons for you today, even if you're listening to this years from now, including what a phenomenon like this historically means for the real estate market, it's about what really happens to property values during an economic recession. Stocks recently had their worst week since 2023 barreling toward an all out bear market crash. A bear market means when 20% of the value has been lost from a recent high. Even Bitcoin, the poster child of speculative excess, has cratered. The carnage has been everywhere. But yet, instead of taking steps to prevent an economic meltdown, the administration in power, whether you like them or not, they have introduced more and more radical policies that could accelerate the crisis. Now, some of the tariffs could help long term, but the short term pain is perceptible, and you've got to be able to survive it. We've got new tariffs on multiple countries, and these are our biggest trading partners, even if these import taxes diminish, this is already strained friendships long term, especially with Canada. These countries keep retaliating with tariffs of their own, Canada, Mexico, China and the EU government spending is being slashed. Mass layoffs of federal employees have been underway for a while now. This is not just an economic experiment. I mean, this is a high stakes gamble with global consequences. So is this a detox period, or is it an economic freefall? Treasury Secretary Scott tebescent described this economic shift as a necessary detox period. That's the phrase that he used, and yes, I need to acknowledge there is no more grandma Yellen running the Treasury for long time, listeners, that is a reference to the long running joke about how my late grandmother resembled former Fed chief and former Treasury Secretary, Janet Yellen, but anyway, according to Besant, the US must break free from what he calls its addiction to government spending in return to private sector growth. Now, hey to me, that sounds good. Actually, that sounds like a good plan for the long term. But here's the problem, that addiction has been the lifeblood of the US economy for decades. And you know, this is something that regular GRE guest macroeconomist Richard Duncan has talked about when he's here. Remember what he's told us for over a decade here on the show, if the US doesn't have 2% real credit growth, credit expansion, well then we go into a recession. Well, what happens when the government cuts spending during soaring consumer prices due to trade wars? What happens when businesses hesitate to invest in the face of extreme uncertainty? Well, the bad news is that tariff whiplash and massive layoffs mean that businesses can't plan, and when businesses can't plan, they freeze. Look, just the other day, I talked to the President of a manufacturing company they make stainless steel tube valves and fittings. Due to all the tariff uncertainty, he's had to set up a reserve account based on what happens next, all right. Well, with that reserve account, that means that that's not money that's going into equipment reinvestment, that's not money that's going into making new hires. What happens when more confidence shatters and markets spiral lower? We may be about to find out. So has the recession, which is a precursor to any depression, already begun? Well, the warning signs are multiplying. Most ominously at last check, the respected Atlanta Fed tracker is now forecasting a more than 2% contraction in US GDP this quarter. That is quite a drawdown and two negative GDP quarters in a row. I mean, that is the definition of what a technical recession is. And here's a quick history piece for you in 1930 to try to quell the effects of the Great Depression, tariffs were passed. Alright. Do you know how badly that turned out back then in 1930 it was called the Smoot Holly Tariff Act. It raised tariffs to try to collect more revenue for the government. It didn't work, and the US sunk deeper into the Great Depression, with rampant unemployment and poverty and social unrest. There was a rise in crime, there were bank failures, even hunger and malnutrition. That's what a depression looks like, right there. Well, back to today. Right now, consumer confidence is collapsing. Retail Sales are plunging. The bond market is signaling distress, and yet those in power appear kind of oblivious to the magnitude of the risk. So what if it's not a transition and it is a start of something far worse? And see, this is just part of what's made investors raise their bets on a recession. Stocks are down like a global trade war has begun. Crypto has fallen like risk appetite has collapsed. Bond prices are rising like inflation is declining, and experts have priced in a 52% chance of a recession in the next 12 months. Okay, 52 that's like flipping a coin and just hoping that it lands on good news. Now in the real estate world, when we talk about direct threats from tariffs, as I've touched on before, the biggest direct threats are tariffs on lumber and on gypsum board. The lumber is used in house framing and trusses. Gypsum board, that just means drywall, the base case for tariffs on Canadian lumber alone, that adds about $10,000 to the cost of a new build typical single family home, which in turn jacks up all existing housing prices and their replacement cost. But let's look beyond that now at market factors. How is real estate adversely affected if the economy slows? Though historically. Let's look at how recessions really affect housing prices, and this is, again, as I like to say, where we take history over hunches. It's easy to have a hunch about what you think is going to happen, but let's look at what has really happened. How do real estate prices perform during recessions. When we look at the last eight recessions, okay? And the most current of those was in 2020, and then when we go back eight recessions ago, that is the 1960s Okay. Well, let me move along in chronological order here, during those eight recessions, starting in the 1960s leading up to today, housing prices, and this includes single family homes up to multifamily apartment buildings, they were just rounding to the nearest whole number here, up 5% there in The late 60s, in that recession, and then up 18% up 14% in the next recession, and then no change, down 1% and then up 6% and then down 13% that was during the 18 month recession, around 2008 and then finally, home prices were up 8% in the latest recession, alright. So in our total of eight recessions since the 1960s home prices only fell significantly one time, and they usually rise that one timethey fell. Let's explore that. That was during the 2008 global financial crisis, which involved more than just the recession. It was a deep recession, that's why it's called the Great Recession, but it also involved more than that. 2008 was special because that was a time of housing oversupply and low homeowner equity positions and a complete mortgage meltdown backed by flimsy liar loans. Well today we are in the opposite of all three of those conditions. We have a housing under supply. Americans have a record 300k plus in protective equity that they are not going to walk away from. And more.   Underwriting is stringent, the opposite of a liar loan. So housing prices usually rise in recessions, and if we're teetering on the brink of a recession, there are a lot of reasons to think that housing prices will go up yet again. And by the way, I felt what was happening back in 2008 I invested through it. I think I let you know before that, that's when I owned two four Plex buildings, 2008 but it didn't feel that bad to me, because my properties were temporarily suppressed in value, and that part didn't feel good, but my rents and rental demand went up because no banks would give loans to borrowers to buy properties, so I wouldn't want to sell when the buildings were paying me a higher than ever monthly income. But let's not lose the greater point what I'm telling you here that housing only fell significantly one time through the last eight recessions. That demonstrates the resilience of the housing market. And by the way, those stats were sourced by the NAR and the NB er National Bureau of Economic Research. All right, so why is this? Why is housing resilient in the face of a recession? There are a few reasons, but a main one is see, even if and when times get tough, people still need a place to live, and they will pay for it, especially now, when they have record equity, people are motivated to make mortgage payments and make rent payments, or else they are going to be homeless. So tough times when consumers they get less likely to pay for their car loan are less likely to pay for student loans, and when they default on credit card payments, that's when this stuff happens, but people will fight like heck to avoid losing their home. I mean, people will pay for food, shelter and safety. And also, when it comes to recessions, let's not forget how many bad just God, awful, wrong recession calls there were from over the past two to three years. I mean, the so called experts were wrong, wrong, wrong. Today, the economy is actually starting from a good place. And what do I mean here today, consumers still have money to spend, and they probably will. This is huge, because consumer spending is 70% of the economy, but how will they respond when these higher tariff induced prices hit more shelves at Walmart and Target? We'll see unemployment is still so low that it's practically down there doing squats. But you know these numbers, they're always backward looking, so it does only aim to get worse. The labor market is firm. Interest rates have been pretty steady. They've fallen a little. Energy prices are still down. So really, the bottom line with what I've shown you so far is that federal policies have induced economic trauma, and it does increase the chance of recession over the next 12 months. During recessions, housing is a top performer, and interest rates usually fall as well, and specifically interest rates of all types, including the Fed funds rate, mortgage rates, pretty much every interest rate type, they tend to fall in the mid and late stages of a recession. So this is what you can expect based on history, not hunches. But as for a depression, that is super unlikely. We haven't had one in 90 years, and today. I mean, come on, we have seen what the powers that be do. We can see how they respond to crises. They will just print and print and print more dollars to help pave over any problem. And that's not responsible long term, and it creates more inflation, but that's exactly what the government did to pull us out of the Great Recession and to pull us out of the COVID slowdown. We'll review what you've learned today in just a minute, but let me tell you, though you may very well have the majority of your capital smartly invested in real estate, since that's where the long term wealth creation is, those funds are not very liquid. So what about your liquid funds? Like I pointed out early in the show today, amidst higher inflation expectations, inflation really destroys those in the stock market, and it absolutely crushes savers. Savers really get destroyed, because if your bond yield or your savings account pays you 4% interest, and there's 5% inflation, that is a 125% hidden tax on your gain. And if that's the. Damaging enough there might be tax that you have to pay on that gain, which is not really a gain. This whole thing was a big loss.   So for some people, including me, what I do is become a lend. Lord, yes, I get a higher yield by lending to others a lend. Lord. I mean, why settle for just a, say, four and a half percent yield on your liquid funds? I mean, that's the level at both the 10 year bond and the savings account yield today, about four and a half percent. I've parked my own liquid funds for a steady 8% yield that I've been getting for years with a long time established real estate company. I make the loan to them, they have paid on time, every time, for that steady 8% return. And see, when you understand that directly investing in real estate pays five ways, and that a 20 to 30% total ROI, therefore is common and even expected. You can understand how they can pay you and me an 8% return on your liquid funds. You can see where the arbitrage is. Just a little insider tip here. It's called Freedom family investments. If you want to learn more, text family to 66 866. Their minimums are pretty low to 25k and you don't have to be accredited. So for steady 8% returns from the same place in the same vehicle where I've been getting my 8% you can just do it right now. What's on your mind? Text the word family to 66866.    Let's review what you've learned today, Americans have higher long term inflation expectations than they've had since 1993 a 1999 Taco Bell receipt really brings to light how much inflation you have experienced in your life. Though, higher inflation can come. Hyper inflation is unlikely. Let's not get carried away. The prospects for a recession are 52% in the next 12 months, per a plurality of experts, but a depression is really unlikely. Now you know how real estate performs in recessions and why it holds up so well it even tends to appreciate coming up here on the show are some prominent guests, including the leader of rezzy club. You might know about them. Sometimes I share their great charts in our newsletter. Yes, rezzy Club's Lance Lambert will be with us. Also, Legacy finance expert Laurel Langemeier will be here with us on another upcoming episode. Thanks for being here, but you weren't here for me. You were here for you. I'm Keith Weinhold. Don't quit your Daydream.   Dolf Deroos  37:53   Nothing on this show should be considered specific, personal or professional advice. Please consult an appropriate tax, legal, real estate, financial or business professional for individualized advice. Opinions of guests are their own. Information is not guaranteed. All investment strategies have the potential for profit or loss. The host is operating on behalf of get rich Education LLC exclusively.   Keith Weinhold  38:16   You know, whenever you want the best written real estate and finance info. Oh, geez, today's experience limits your free articles access, and it's got paywalls and pop ups and push notifications and cookies disclaimers. It's not so great. So then it's vital to place nice, clean, free content into your hands that adds no hype value to your life. That's why this is the golden age of quality newsletters. And I write every word of ours myself. It's got a dash of humor, and it's to the point because even the word abbreviation is too long, my letter usually takes less than three minutes to read. And when you start the letter, you also get my one hour fast real estate video. Course, it's all completely free. It's called the Don't quit your Daydream letter. It wires your mind for wealth, and it couldn't be easier for you to get it right now. Just text. GRE to 6866 while it's on your mind, take a moment to do it right now. Text, GRE to 6866   The preceding program was brought to you by your home for wealth, building, get rich, education.com.    

Tom Bodrovics welcomes back Doomberg, head writer for the Doomberg Substack, to discuss a range of topics including Trump's presidency, national debt challenges, energy policy, and global geopolitical dynamics. Doomberg begins by analyzing Donald Trump's first 58 days in office, highlighting his whirlwind pace of executive actions. He notes that Trump is fulfilling many promises but acknowledges the limitations of relying on executive orders, which can be undone by future administrations. Doomberg expresses concern about the long-term effects of policy whiplash on industries with lengthy planning cycles, emphasizing the importance of predictable governance for capital investment. The conversation shifts to the national debt and Treasury Secretary Scott Bessent's challenges in refinancing $6.7 trillion of maturing debt. Doomberg criticizes Janet Yellen's management of the debt maturity curve, comparing it to practices seen in emerging markets before crises. He suggests that Trump's team is navigating a delicate fiscal situation, potentially leading to a short but deep recession to reset the economy ahead of midterm elections. Doomberg explores unconventional strategies like creating a crypto reserve or revaluing U.S. gold holdings to alleviate debt pressures. He also discusses the potential for tax reforms and spending cuts. The Doom Bird discusses energy policy under Secretary Chris Wright, praising his business acumen and alignment with pro-energy industry stances. The Lifting of LNG export restrictions and the expected surge in energy production could position Trump's administration as friendly to business despite the risks of policy volatility. Doomberg also examines global trade dynamics, particularly U.S. - Canada relations under Mark Carney's leadership and potential tariffs as a revenue source. The discussion extends to geopolitical tensions, including Trump's approach to Ukraine, NATO, and potential conflicts with Iran. Doomberg questions the feasibility of military interventions and suggests that economic leverage, such as energy supplies, might play a more significant role in resolving conflicts than direct confrontation. Time Stamp References:0:00 - Introduction0:55 - Trump Accomplishments?4:30 - Yellen & Debt Servicing7:28 - Debt Solutions/Crypto?11:55 - Gold Revaluation?14:14 - Tariffs, DOGE, & Tax Changes23:04 - Energy Policy Changes27:08 - Tariff Revenue?29:19 - Trade Wars & Canada34:37 - Carney Conspiracy38:29 - Ukraine Thinking43:04 - Dismantling NATO45:26 - E.U. Energy & Military50:06 - Military Might51:34 - Iran Considerations53:42 - BRICS Path Forward?57:13 - Competing Ideas & Truth1:02:53 - Content Treadmill1:07:27 - Wrap Up Guest Links:X: https://x.com/DoombergTWebsite: https://doomberg.substack.com Doomberg is the anonymous publishing arm of a bespoke consulting firm providing advisory services to family offices and c-suite executives. Its principals apply their decades of experience across heavy industry, private equity, and finance to deliver innovative thinking and clarity to complex problems.

Tom welcomes back Matthew Pipenburg from Von Greyerz Gold Switzerland for another thoughtful swap-fest. They began by discussing the ongoing conflict in Ukraine and its impact on military spending, which has diverted resources away from domestic priorities like healthcare and education. They pointed out that many countries are facing significant debt issues, leading to a shift away from the US dollar as the primary reserve currency. This trend has increased interest in gold as an alternative asset for reserves. The role of gold was a key topic, with Matthew noting that while revaluing gold could offer short-term benefits but it wouldn't resolve the underlying debt crisis. Central banks, especially those in BRICS countries, have been increasing their gold holdings as a strategic reserve, reflecting growing doubts about fiat currencies. Matt criticized high military spending relative to domestic investments in the US, arguing that this imbalance is unsustainable. They also talked about central bank operations and market manipulation. Quantitative easing has led to market distortions and bubbles, while market manipulation risks eroding trust in financial systems. The conversation turned to global shifts, with BRICS countries gaining influence through their increased use of gold as a reserve asset. Tom highlighted the likelihood of significant market corrections due to high valuations and economic instability. Finally, Matthew emphasized the need for informed, fact-based discussions rather than partisan debates, urging critical thinking about government policies and encouraging engagement with diverse viewpoints from contrarian sources like Jeffrey Sachs. Time Stamp References:0:00 - Introduction0:43 - Peace & Euro War Drums17:53 - Cold War & Rationality26:30 - Trump & The Liberal Shift29:00 - Negative Real Rates34:18 - Capital Controls & CBDCs37:49 - Cognitive Dissonance?41:25 - Yellen & Short Term Debt45:53 - Adjustment Period52:23 - Gold Going Mainstream?58:04 - Revaluing U.S. Gold1:02:02 - U.S. Gold Holdings?1:08:15 - Canadian Leadership1:10:30 - Conclusion & Wrap Up Talking Points From This Episode The world faces significant economic challenges, including high debt levels, shifting reserve currencies, and the weaponization of financial instruments. Gold is increasingly seen as a safer asset in uncertain times, with central banks diversifying their reserves. There's an urgent need for balanced, fact-based discussions to address complex economic and geopolitical issues. Guest LinksX: https://x.com/GoldSwitzerlandWebsite: https://goldswitzerland.com/Website: https://vg.goldArticles: https://signalsmatter.com/Book (Amazon): https://tinyurl.com/pvpfmy8c Matthew Piepenburg is a Partner of Von Greyerz and the author of the popular book, "Rigged to Fail". Matt is fluent in French, German, and English. He is a graduate of Brown (BA), Harvard (MA), and the University of Michigan (JD). His widely-respected reports on macro conditions and the changing behavior of risk assets are published regularly at SignalsMatter.com.

Michael Howell, CEO of CrossBorder Capital, an investment advisory firm, and author of the book, “Capital Wars: The Rise Of Global Liquidity,” returns to The Julia La Roche Show where he analyzes global liquidity trends and warns of market risks ahead. Howell explains we're entering an "air pocket" in global liquidity despite the overall upward trend that began in October 2022. He examines the "hidden stimulus" from Yellen and Powell that's now fading, details why the US Treasury's bill-heavy financing strategy exposes government funding to interest rate risk, and discusses a theory about Trump potentially revaluing US gold reserves to generate a $1.25 trillion windfall. For investors facing 2025's "much more uncertain year," Howell advises caution and suggests that real assets—particularly gold—may outperforSponsor: This episode is brought to you by Monetary Metals. https://monetary-metals.com/julia Links:  Website: http://www.crossbordercapital.com/ Twitter/X https://x.com/crossbordercapSubstack: https://capitalwars.substack.com/ Book: https://www.amazon.com/Capital-Wars-Rise-Global-Liquidity/dp/303039290200:00 Intro and welcome Michael Howell01:25 - Current state of the global liquidity cycle and the emerging "air pocket" 03:50 - The hidden stimulus from Fed and Treasury that's now fading06:16 - How bill-focused Treasury financing is effectively "monetizing the deficit" 11:04 - China's central bank actions and their global economic impact15:54 - Signs of a potential Chinese policy shift toward economic growth18:35 - Parallels between Trump and Nixon's economic approaches 21:37 - Asset allocation recommendations based on market regimes 26:58 - Analysis of where we are in the liquidity cycle and future projections 31:49 - Why China needs to devalue against gold and implications for US policy 37:49 - The growing global debt burden and limited options for resolution43:43 - Why the Fed must expand its balance sheet by mid-2025 48:48 - Tariffs as a negotiating tool rather than an end goal 50:39 - Final advice: investors should consider adding resources/gold to portfolios as protection during uncertain times

The Corporate Transparency Act (CTA) is a sweeping federal statute requiring individuals with significant interests in LLCs and other entities registered under state or tribal law to disclose personal information, unless explicitly exempt. This information is stored in a Treasury Department database maintained by the Financial Crimes Enforcement Network (FinCEN) and accessible by the IRS, federal and foreign law enforcement, and intelligence agencies without court approval. (State authorities must obtain judicial authorization.) Affecting over 32 million entities, the CTA imposes severe penalties for noncompliance, including fines of up to $10,000 and imprisonment. Initially set to take effect on January 1, 2025, for pre-existing entities, the implementation timeline has been disrupted by legal challenges.Join us as we delve into the constitutional controversies surrounding the CTA. Our speaker, Prof. Thomas Lee, was the lead lawyer in NSBA v. Yellen, the first of the CTA lawsuits filed in the Northern District of Alabama in November 2022. The district court issued a permanent injunction on March 1, 2024, igniting a wave of similar lawsuits, including Texas Top Cop Shop, where a nationwide preliminary injunction was granted in May 2024.The Supreme Court is currently considering a stay application in Texas Top Cop Shop, and the Eleventh Circuit's decision on the government's appeal in NSBA v. Yellen remains pending. Prof. Lee will provide insights into these pivotal cases and their broader implications for federal regulatory authority and individual rights under the Constitution.Featuring: Prof. Thomas Lee, Leitner Family Professor of International Law; Director of Graduate and International Studies, Fordham University School of Law

The Supreme Court’s decision in Collins v. Yellen represented a paradigm shift. Now, in cases involving claims that an agency official is unconstitutionally insulated from removal by the President, litigants can face an uphill climb to obtain meaningful relief. This state of affairs arguably has a serious impact on the incentive to bring these kinds […]

Chris Whalen, chairman of Whalen Global Advisors and author of The Institutional Risk Analyst blog, joins Julia La Roche for episode 231 where he shares his perspective on the economic and market implications of President Trump's pivot back to 19th century-style tariffs. Whalen argues that while tariffs are unlikely to significantly slow the US economy, the Fed is "playing chicken" with liquidity levels as it unwinds its balance sheet amid soaring deficits. He warns of structural issues in the mortgage market stemming from pandemic-era policies, and expects a major housing reset in 2027-28. Whalen also discusses the Treasury's funding challenges, the Trump administration's likely tax policy priorities, risks lurking beneath buoyant markets, and the limits of mixed economic data for asset allocators. Tune in for an incisive discussion on navigating an increasingly uncertain investing landscape. Links:     Twitter/X: https://twitter.com/rcwhalen     Website: https://www.rcwhalen.com/     The Institutional Risk Analyst: https://www.theinstitutionalriskanalyst.com/    Stanley Middleman book: https://www.amazon.com/Seeing-Around-Corners-Achieving-Business/dp/B0D5PTSJVC/   Timestamps: 00:00 Introduction 01:06 Trump taking us back to the 19th century with tariffs 03:14 Tariffs unlikely to slow down the US economy much 04:57 Fed erring on side of liquidity due to federal deficit, hasn't reduced reserves 06:27 Fed playing "chicken" with liquidity levels in the economy 08:03 Politics making Fed governors protective and reluctant to cut rates 09:45 Treasury's ebb and flow of cash and Fed's balance sheet runoff impacting liquidity 12:36 Fed's difficulty in determining minimum liquidity levels 13:43 Treasury Secretary Bessent inheriting Yellen's reliance on short-term T-bills 15:42 Appetite for longer-dated Treasuries depends on the coupon 17:49 Structural impediments in the mortgage market from QE during COVID 18:19 Taxes to be a big focus for Trump administration 19:51 Danger of relying on long-dated Treasury issuance to finance deficits 21:11 Strong liquidity masking underlying economic issues 22:44 Inflation likely here to stay given high debt levels 24:14 Expecting Fed rate cuts, mini boom, then major housing reset in 2027-28 25:55 Treasury Secretary Bessent named acting head of CFPB after firing Chopra 27:13 Stock market valuations stretched, risks from passive strategies selling 29:54 Trump likened to a disruptive Andrew Jackson, investors may seek safety 31:48 Mixed economic data making asset allocation challenging

The Supreme Court's decision in Collins v. Yellen represented a paradigm shift. Now, in cases involving claims that an agency official is unconstitutionally insulated from removal by the President, litigants can face an uphill climb to obtain meaningful relief. This state of affairs arguably has a serious impact on the incentive to bring these kinds of lawsuits going forward. This webinar will discuss the future of presidential removal power litigation in light of Collins, as well as related questions about the Court's understanding of the presidential removal power more generally and how private litigants can continue to bring these claims within the framework of Collins.Featuring:Prof. David Froomkin, Assistant Professor of Law, The University of Houston Law CenterEli Nachmany, Associate, Covington & Burling LLP(Moderator) Prof. Christopher J. Walker, Professor of Law, The University of Michigan Law School

This Day in Legal History: Fred Korematsu Day of Civil Liberties and the ConstitutionOn January 30, several U.S. states recognize Fred Korematsu Day of Civil Liberties and the Constitution, honoring the Japanese American civil rights activist who fought against the internment of Japanese Americans during World War II. Korematsu was arrested in 1942 for refusing to comply with Executive Order 9066, which mandated the forced relocation and incarceration of Japanese Americans in internment camps. His legal challenge led to the Supreme Court case Korematsu v. United States (1944), in which the Court upheld the internment as a wartime necessity. Decades later, in 1983, new evidence revealed that the U.S. government had withheld critical information from the Court, and Korematsu's conviction was overturned in a federal court ruling. Although the Supreme Court's original decision was never formally overturned, it has been widely condemned and was explicitly discredited in Trump v. Hawaii (2018).Korematsu spent the rest of his life advocating for civil rights, receiving the Presidential Medal of Freedom in 1998. His legacy serves as a reminder of the dangers of racial discrimination and unchecked government power. California was the first state to recognize Fred Korematsu Day in 2010, with other states following in later years. The day is used to promote awareness of civil liberties, constitutional rights, and the impact of past injustices. Schools, libraries, and civic organizations hold educational programs to highlight the importance of vigilance against government overreach. The Korematsu Institute continues his work by advocating for civil rights education. His story is a crucial part of American legal history, reminding the nation that constitutional rights must be protected for all.Former EEOC Chair Charlotte Burrows, fired by Donald Trump, has retained high-profile attorneys Lisa Banks and Debra Katz to explore legal options. No president has previously fired an EEOC commissioner, and Trump's actions also removed another Democratic member, Jocelyn Samuels, leaving the agency without a quorum. Samuels and Burrows claim they were dismissed due to their views on sex discrimination and diversity initiatives, which Trump opposes. Banks and Katz, known for representing Christine Blasey Ford in Brett Kavanaugh's confirmation hearings, have criticized the firings as a political attack. Their firm is also consulting with other government officials dismissed by Trump. The EEOC terminations coincide with broader efforts by Trump to reshape federal agencies, including purging officials from the National Labor Relations Board. Samuels, like Burrows, is considering legal action, but specific claims have not yet been disclosed.EEOC commissioner fired by Trump hires Kavanaugh accuser's lawyers | ReutersThe Trump administration reversed its decision to freeze hundreds of billions in federal aid after facing legal challenges and bipartisan opposition. The White House had initially paused grant and loan payments, citing a need to review spending on programs Trump opposes, such as diversity initiatives and green energy. However, as lawsuits progressed, officials rescinded the order, likely to avoid a court ruling against them. A federal judge in Rhode Island still held a hearing on the case, indicating concerns over the freeze's impact. Despite the reversal, Trump vowed to continue cutting funding for initiatives he disapproves of.  The failed freeze was part of broader efforts by Trump to reshape the government, including removing security protections for a former military official and preparing Guantanamo Bay for detained migrants. His administration also revoked diversity programs in the military and pushed through controversial cabinet appointments, including a defense secretary accused of misconduct. While some Republicans defended the spending freeze as a fiscal responsibility measure, bipartisan lawmakers criticized the confusion and harm it caused. Payments for medical services resumed, but housing assistance remained disrupted. Congress members overseeing federal budgets welcomed the reversal, calling the freeze overreaching and chaotic.White House revokes spending freeze in the face of legal challenges | ReutersTrump's firing of National Labor Relations Board (NLRB) member Gwynne Wilcox is expected to spark a major legal battle over the president's authority to remove independent agency officials. Federal labor law permits removal of NLRB members only for neglect or malfeasance, and legal scholars widely agree that Trump's move violates existing precedent. The administration is likely using the case as a test to challenge the Supreme Court's 1935 ruling in Humphrey's Executor v. United States, which upheld limits on presidential removal powers for multi-member commissions.Trump's legal justification relies on the Court's 2020 decision in Seila Law LLC v. CFPB, which invalidated removal protections for the director of the Consumer Financial Protection Bureau (CFPB), arguing that NLRB members do not qualify for exceptions to presidential removal power. However, experts argue that Seila Law was meant to carve out, not overturn, Humphrey's Executor. The Supreme Court has recently expanded presidential removal authority, as seen in Collins v. Yellen (2021) concerning the Federal Housing Finance Agency (FHFA). It has also struck down dual-layer removal protections, as in Free Enterprise Fund v. PCAOB.Wilcox has vowed legal action, and her removal could also be challenged by unions affected by the NLRB's lack of a quorum. If courts adhere to Humphrey's Executor, Trump's action may be overturned. However, if the case reaches the Supreme Court, it could provide an opportunity to further weaken constraints on presidential control over independent agencies.Trump's Labor Board Firing Sets Up Agency Independence Test Case This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.minimumcomp.com/subscribe

Prepare to challenge everything you thought you knew about the macroeconomic landscape as we welcome Michael Gayed, the insightful founder of the Lead Lag Report, to dissect the future of global markets with a particular glance at 2025. With a bold statement about the reverse carry trade, especially through the lens of Japan's unique financial environment, Michael draws connections between low interest rates, currency strength, and international borrowing dynamics. Listen as he unravels the potential turmoil Japan could face due to inflation and currency issues, and shares captivating anecdotes, including a follower's experience with the carry trade from Honduras.Anticipate a transformation in market dynamics as we examine the rise of AI and its influence on small caps versus large caps, questioning the long-standing dominance of tech since 2011. Younger investors are entering the market, and with them comes a thirst for high returns, leading us to analyze the unforeseen outcomes of the Fed's rate hike cycle and Yellen's interventions. Our dialogue navigates through the concerns of inflation and the looming concentration bubble in top stocks, scrutinizing the persistent efforts by policymakers to keep markets afloat amidst downturns.Step outside the echo chamber of financial groupthink with us, as we advocate for independent thinking and critical analysis in market strategies. We call into question the YOLO mentality and meme-driven investment tactics while discussing the ineffectiveness of shorting. For those eager to deepen their understanding, we recommend resources like Onyx and the Lead Lag Report. The episode concludes with an exploration of skepticism surrounding AI's economic impact, potential market reactions to policy changes from figures like Donald Trump, and the volatile role of Bitcoin during credit events.The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions. Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive. Support the show

Interview recorded - 16th of January, 2025On this episode of the WTFinance podcast I had the pleasure of welcoming back Jim Bianco. Jim is the is President and Macro Strategist at Bianco Research, L.L.C.During our conversation we spoke about the increasing volatility in the markets, what this means for the FED, why their first cut was a mistake, the dollar wrecking ball, Chinese desperation, Scott Bessent and more. I hope you enjoy!0:00 - Introduction1:29 - Increased volatility3:26 - FED cut mistake5:56 - Issue with duel mandate8:26 - FED to pause?10:43 - Dollar wrecking ball12:40 - China is desperate16:41 - Japanification of China?18:51 - Risk of increasing rates?21:41 - Combination of monetary & fiscal policy23:36 - Incumbents getting voted out25:36 - Yields coming back down?29:16 - Yellen dampened long-term yields?32:26 - Scott Bessent make changes?35:46 - Monroe doctrine37:26 - What does this mean for markets?43:46 - The market is overvalued46:16 - US sucking global liquidity52:15 - One message to takeaway?Jim Bianco is President and Index Manager at Bianco Research Advisors. He is also the President of Bianco Research LLC. Since 1990, Jim's commentaries have offered a unique perspective on the global economy and financial markets. Unencumbered by the biases of traditional Wall Street research, Jim has built a decades long reputation for objective, incisive commentary that challenges consensus thinking.Jim appears regularly on CNBC, Bloomberg, and Fox Business, and is often featured in the Wall Street Journal, Bloomberg News, Grants Interest Rate Observer, and MarketWatch. Jim has a Bachelor of Science degree in Finance from Marquette University (1984) and an MBA from Fordham University (1989).Jim Bianco: Research: https://www.biancoresearch.com/visitor-home/ETF: https://www.biancoadvisors.com/X: https://twitter.com/intent/follow?screen_name=biancoresearch&tw_p=followbuttonLinkedIn: https://www.linkedin.com/in/james-bianco-117619152/WTFinance -Instagram - https://www.instagram.com/wtfinancee/Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfnTikTok - https://vm.tiktok.com/ZMeUjj9xV/iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4Linkedin - https://www.linkedin.com/in/anthony-fatseas-761066103/Twitter - https://twitter.com/AnthonyFatseas

Chris breaks down the demise of the global tax scheme championed by Biden, Yellen, and European nations, highlighting its potential harm to American businesses. He explains how the OECD's "Pillar One" and "Pillar Two" would have unfairly targeted U.S. tech and pharmaceutical companies while imposing a 15% minimum global tax rate. www.watchdogonwallstreet.com

Watch The X22 Report On Video No videos found Click On Picture To See Larger PictureMSNBC is trying to convince the people that the economy is doing well and they are being force to believe it is not. Yellen's computer has been hacked, they are preparing to bring the economy down. The Fed is trapping Trump but they fell into the trap. Audit the Fed is now gaining steam. The [DS] is panicking their power is diminishing, they know they have a certain amount of time to strike back. Trump and the patriots countered a [FF]. Trump has called off the inauguration and will have it in the rotunda. There will be fireworks only and everyone will be safe.   (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:13499335648425062,size:[0, 0],id:"ld-7164-1323"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="//cdn2.customads.co/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs"); Economy MSNBC Panelist Says People Are Just ‘Believing' The Economy Was Poor Under Biden MSNBC panelist and Futuro Media founder Maria Hinojosa said Friday that voters are simply “believing” the economy is poor under President Joe Biden due to the constant negative narrative they are told. Throughout his 2024 campaign, President-elect Donald Trump said he would bring back a strong economy, as many Americans polled said the issue was one of their top concerns before heading to the ballot box in November. On “The ReidOut,” Hinojosa was asked if she believed Americans were still concerned about “the price of eggs” over the “fragility of democracy,” to which she said economists had told her Biden's economy is “great.” Source: dailycaller.com https://twitter.com/MarioNawfal/status/1880147369896845674  than 50 files on Yellen's machine. The breach occurred via BeyondTrust, a third-party cybersecurity provider, marking what Treasury officials labeled a "major incident." China denied involvement, stating it opposes hacking in all forms. This breach highlights rising cybersecurity tensions between the U.S. and China, raising concerns over safeguarding sensitive government systems. https://twitter.com/KobeissiLetter/status/1880396242863419605 Federal Reserve withdraws from global regulatory climate change group The U.S. Federal Reserve announced on Friday it had withdrawn from a global body of central banks and regulators devoted to exploring ways to police climate risk in the financial system. In a statement, the Fed said it was exiting the Network of Central Banks and Supervisors for Greening the Financial System (NGFS) because its increasingly broadened scope had fallen outside the Fed's statutory mandate. The central bank joined the group in 2020. The exit comes three days before President-elect Donald Trump, who is critical of efforts by governments to prescribe climate change policies, is set to take office. Source:  gazette.com  https://twitter.com/TrumpWarRoom/status/1879929501192454144 https://twitter.com/WatcherGuru/status/1879956982389699008   https://twitter.com/GovRonDeSantis/status/1880015040432218461   Political/Rights Nolte: Jury Finds CNN Guilty of Defamation, Awards $5 Million Plus Punitive Damages In their zeal to find a villain other than His Fraudulency Joe Biden for the debacle that was America's withdrawal from Afghanistan, the convicted liars at CNN (that's never gonna get old) decided to demonize Mr. Young as a black market operator exploiting desperate Afghans for huge sums of money to get them out of the country. Convicted liar Jake Tapper (tee hee) introduced the segment this way: “Afghans trying to get out of the country face a black market full of promises, demands of exorbitant fees, and no guarantee of safety or success.” Months later, the convicted liars and CNN tried to take it all back with an on-air apology from...

12 - The economy is the strongest we've ever seen? Really Colbert and Yellen? Stop cheerleading and gaslighting. 1205 - Will TikTok be banned by Inauguration Day? 1210 - Side question - One hit wonder - non-music 1220 - Should TikTok be banned? A discussion. 1235 - Your calls on Tiktok, followed by more discussion. 1250 - What kind of articles can you expect to find on Pornhub? More on Tiktok.

12 - The economy is the strongest we've ever seen? Really Colbert and Yellen? Stop cheerleading and gaslighting. 1205 - Will TikTok be banned by Inauguration Day? 1210 - Side question - One hit wonder - non-music 1220 - Should TikTok be banned? A discussion. 1235 - Your calls on Tiktok followed by more discussion. 1250 - What kind of articles can you expect to find on Pornhub? More on Tiktok. 1 - We start the hour getting reaction to today's vote on passing HR30 in the House of Representatives. Who voted Yea, who voted Nay? Donald Norcross: Women Protector. What does this vote say about the NJ gubernatorial race among other state races? 120 - Your calls on Tiktok and on the side. 130 - Congressman Jeff Van Drew joins the program live from the Capital to give his preview of Inauguration Day and the upcoming days. Where do we stand with the confirmation of Trump's cabinet nominees? Jeff also sets the expectation for the Trump presidency from the jump. They will fight tooth and nail for what the people voted for, but there will be significant roadblocks in the way. At least the rest of the world is taking notice, as Israel and Palestine reached a ceasefire. Why was JVD making the rounds on the news this week? 150 - Trump is naming “Ambassadors to Hollywood”? Can we get some more relevant ones? 2 - NJ Assemblywoman Dawn Fantasia joins us today. Will Phil Murphy ban cell phones in school? Will he allow for older high school students to vote in local school board elections? Are these all a ploy? Phil Murphy claims we need to get back to “Jersey values”, but does he bring any from Massachusetts, his home state? What can we expect to see in legislation change in New Jersey and will it be meaningful for once? 210 - Side question calls. 215 - Money Melody! 220 - Winner? 230 - Is Maisie Hirono smarter than she sounds? How did the 2024 Election shakeout by pay grade? Your calls. 250 - The Lightning Round!

Wes, Eneasz, and David keep the rationalist community informed about what's going on outside of the rationalist communitySupport us on Substack!News discussed:Early signs look like congestion pricing is reducing traffic in ManhattanTrump sentenced to “unconditional discharge”Dockworkers union has a tentative dealFIRE to defend pollster in Trump lawsuit over outlier election pollSome accounts criticized H1B visas and Elon retaliated by removing their verificationAt least 24 people killed in LA firesOver 12,000 homes and businesses burnedNewsome executive order waives CEQA and Coastal Act requirements for rebuildingThere will be no post-blitz boomMayor of LA ensures very little rebuilding will happenThe state of California got 6 month's advance warning from the best risk-assessment professionalsEvery time an insurance company wants to raise rates for automobiles or homes, they have to have a public hearing and an elected insurance commissioner has to approve.1600 policies cancelled in the Palisades over the summer (major devastation area).FAIR testified it only had about $385 million, LA fires could have up to $24B of exposureNewsome bans insurance companies from not renewing policiesBiden blocked sale of US Steel to Nippon SteelBlinken, Yellen, and many other advisors against the blockNippon Steel and US Steel filing suit to challengeFederal judge found that requiring teachers to use preferred pronouns violates 1AAlso struck down the Biden administration's unconstitutional Title IX rulesTrudeau is donezoCFPB banned medical debt from lowering credit scoresMeta going based for Trump yearsFired chief diversity officer, ended diversity goals, stopped prioritizing minority-owned businessesRemoved tampons from mens bathroomsThe Sadam Statues are falling - HananiaPretty good Nate Silver piece on thisTik Tok is probably going to shut down on January 19thNews You Can Ignore“Grooming Gangs”?. (counter: Free Press?)Elon Musk bought his Path of Exile account and his ranking in Diablo 4 is out of under 1000 players (Trace called it)Happy News!Amazon moving forward with WarHammer 40K series starring and lead by Henry Cavil.WarHammer is For RomanticsUS govt funding bird flu vaccine research and stocking up on vaccinesThe Bukele Administration has turned the country from the most murderous in Latin America to the safestWeather nerds found out where the water went during California's drought!Minnesota Summer Camp for HIV-Positive Kids Closes Down–Because There Aren't Any MoreScientists drilled a 1.2M year old ice core out of AntarcticaTroop DeploymentEneasz - I have just released a short story collection titled Dear GromGot something to say? Come chat with us on the Bayesian Conspiracy Discord or email us at themindkillerpodcast@gmail.com. Say something smart and we'll mention you on the next show!Follow us!RSS: http://feeds.feedburner.com/themindkillerGoogle: https://play.google.com/music/listen#/ps/Iqs7r7t6cdxw465zdulvwikhekmPocket Casts: https://pca.st/vvcmifu6Stitcher: https://www.stitcher.com/podcast/the-mind-killerApple: Intro/outro music: On Sale by Golden Duck Orchestra This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit mindkiller.substack.com/subscribe

1/10/2025 PODCAST Episodes #1751 - #1750 GUESTS: Ford Stokes, Chris Rose, Dan “The Ox” Ochsner, Chap Petersen, Chris Saxman, Casey Norman, Coach Steve Sabins + YOUR CALLS! at 1-888-480-JOHN (5646) and GETTR Live! @jfradioshow #GodzillaOfTruth #TruckingTheTruth   Want more of today's show? Episode #1751 Yellen's Poison Pill, Chaos In MN General Assembly Episode #1752 Can Bobby Scott Send Spanberger Packing Episode #1753 Zuckerberg Caves   https://johnfredericksradio.libsyn.com/

1/10/2025 PODCAST Episodes #1751 - #1750 GUESTS: Ford Stokes, Chris Rose, Dan “The Ox” Ochsner, Chap Petersen, Chris Saxman, Casey Norman, Coach Steve Sabins + YOUR CALLS! at 1-888-480-JOHN (5646) and GETTR Live! @jfradioshow #GodzillaOfTruth #TruckingTheTruth   Want more of today's show? Episode #1751 Yellen's Poison Pill, Chaos In MN General Assembly Episode #1752 Can Bobby Scott Send Spanberger Packing? Episode #1753 Zuckerberg Caves   https://johnfredericksradio.libsyn.com/

1/10/2025 PODCAST Episodes #1751 - #1750 GUESTS: Ford Stokes, Chris Rose, Dan “The Ox” Ochsner, Chap Petersen, Chris Saxman, Casey Norman, Coach Steve Sabins + YOUR CALLS! at 1-888-480-JOHN (5646) and GETTR Live! @jfradioshow #GodzillaOfTruth #TruckingTheTruth   Want more of today's show? Episode #1751 Yellen's Poison Pill, Chaos In MN General Assembly Episode #1752 Can Bobby Scott Send Spanberger Packing? Episode #1753 Zuckerberg Caves   https://johnfredericksradio.libsyn.com/

Watch The X22 Report On Video No videos found Click On Picture To See Larger PictureThe housing market is mirroring the 2008 financial crisis. Job numbers are faked again. The Fed is knowingly making decision using fake data. The [CB] has revealed their plan, they want the US to default under Trump's Presidency. Playbook known, the [CB][DS] will be blamed. The [DS] is making their move. President Carter passes away at 100. Funeral is being planned for Jan 9 and the flags will be at half-mast for 30 days. Carter will lie in state starting in Jan 2025. Will the [DS] try to delay the certification. The [DS] will need an event to delay, this could include, cyber attack, riots at the capitol, or congress getting sick. Be ready, playbook known.   (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:13499335648425062,size:[0, 0],id:"ld-7164-1323"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="//cdn2.customads.co/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs"); Economy https://twitter.com/KobeissiLetter/status/1873397611392360878 https://twitter.com/WallStreetMav/status/1873740208384188601   out. Plus as soon as Trump takes office expect the entrenched left wing staff will start portraying the economic data has negative. We won't find out till much later during the revisions.   https://twitter.com/KobeissiLetter/status/1873595155812593737 The two times when the U.S. stock market posted back-to-back losses during the "Santa Claus" rally period were: 1999-2000 2007-2008 These instances are significant because they preceded broader market downturns, with 1999-2000 leading into the Dot-com bubble burst and 2007-2008 marking the beginning of the financial crisis Yellen Says US Will Hit Debt Ceiling Mid-January, Forcing Treasury To Employ 'Extraordinary Measures' Treasury Secretary Janet Yellen has warned that the United States will hit its statutory debt ceiling around the middle of January, a development she said will prompt the Treasury to resort to “extraordinary measures” to prevent the government from defaulting on its obligations. Yellen outlined the looming fiscal challenge in a Dec. 27 letter to congressional leaders, urging them to act to protect the nation's economic credibility and preserve fiscal stability. Maya MacGuineas, president of CRFB, warned in a recent statement that the risks of rising debt include slower economic growth, higher inflation, and constrained fiscal flexibility that would hamper the government's ability to respond to economic downturns or global crises. Source: zerohedge.com   President Trump Slams Kevin McCarthy and House GOP for Debt Ceiling Deal: “One of the Dumbest Political Decisions in Years”  they would prefer “Depression” as long as it hurt the Republican Party. The Democrats must be forced to take a vote on this treacherous issue NOW, during the Biden Administration, and not in June. They should be blamed for this potential disaster, not the Republicans! Source: thegatewaypundit.com Political/Rights https://twitter.com/nypost/status/1873429589298667839 https://twitter.com/its_The_Dr/status/1873611695400382709 Geopolitical/Police State https://twitter.com/C__Herridge/status/1873747039118569673 Leaked Defense Department Letter Acknowledges Injuries and Experiences “Are Real” “It's a Cover Up...It Should Be Terrifying for All Americans.” Government Gaslighting 1:25 Foreign Adversary Likely Behind National Security Officials' Havana Syndrome Injuries 2:40 High Powered Microwave System Weapon 3:37 Under Attack In Africa 4:01 Multiple Weapons Suspected 4:54 Crippling Cognitive + Neurological Symptoms Reported  5:43 CIA Director Privately Blames Russia 6:20 2023 Intelligence Report Betrayal

Listen for the latest from Bloomberg NewsSee omnystudio.com/listener for privacy information.

Roundup of the Week's Top Events in the Economy and Liberty- Yellen says Trump should Cut Spending- Can Trump lower housing costs?- Banks could Drive Inflation- GOP Congress wants $200 in Pork- Why they Tax when they can PrintRead the full article “Why They Tax when they can Print” at www.profstonge.comVisit our Lead Sponsor: UnchainedKeep your Bitcoin safe and minimize your taxes. Open a Bitcoin IRA and get the first year free!Visit our Sponsor: Monetary MetalsEarn 5% to 12% interest on your physical gold and silver, paid in physical gold and silver.Visit our Sponsor: Oshi LoyaltyEarn Bitcoin when you shop or Implement Bitcoin rewards at your business to drive growth and loyaltyDisclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.Support the show

durée : 00:58:37 - "A yiddishe mame" (Lew Pollack / Jack Yellen) (1925) avec comme invité le violoniste et compositeur Éric Slabiak - par : Laurent Valero - "À l'approche de Noël un grand classique de la chanson yiddish "A Yiddishe Mame". C'est la chanteuse et comédienne Sophie Tucker qui l'a popularise, en devenant l'hymne universel des mamans du monde. Chanson reprise par des artistes aussi divers que Billie Holiday ou Joséphine Baker." Laurent Valero - réalisé par : Antoine Courtin

Argentina dismisses Tax Chief - Be Like Milei :: Milei dismisses tax authority over tax on streamers :: Musk comes out swinging against spending package, Republicans on board, sort of :: Yellen sounds panicky about Trump interfering with Banking Supervision (lol) :: Should there be competition in money? We say yes. :: Former libertarian says DOGE goal of cutting gvmt spending by $2T is a pipedream :: Sara talks Whole Foods and Amazon :: 2024-12-18 :: Hosts: Chris R., Stu

A group of lawmakers have introduced legislation that would break up health care conglomerates, aiming to rein in the power of pharmacy benefit managers. We’ll explain what PBMs do and why all sides of the health care industry are pointing fingers at one another over high costs. And, we’ll get into how the future of the Trump-era tax cuts could impact the federal deficit and why General Motors is ditching its robotaxi business. Plus, now’s your chance to talk with an AI Santa Claus. Here’s everything we talked about today: “Yellen Talks Russia Sanctions, Tariffs and Deficit” from Bloomberg via YouTube “Yellen says Trump’s tariffs could derail US inflation progress, raise costs” from Reuters “Senators Warren and Hawley introduce a bipartisan bill to break up pharmacy-benefit managers” from CNBC via YouTube “Elizabeth Warren, Josh Hawley Co-Sponsor Bill to Break Up Giant Health Care Conglomerates” from The New York Times “What is a pharmacy benefit manager, anyway?” from Marketplace “GM to stop funding troubled Cruise autonomous vehicle unit, abandoning robotaxis” from CBS San Francisco “GM to Shut Down Its Cruise Robotaxi Project” from The New York Times “OpenAI introduces ‘Santa Mode’ to ChatGPT for ho-ho-ho voice chats” from Ars Technica Tomorrow is our last episode of the year! Join us for our annual holiday party on “Economics on Tap.” The YouTube livestream starts at 3:30 p.m. Pacific time, 6:30 p.m. Eastern.

A group of lawmakers have introduced legislation that would break up health care conglomerates, aiming to rein in the power of pharmacy benefit managers. We’ll explain what PBMs do and why all sides of the health care industry are pointing fingers at one another over high costs. And, we’ll get into how the future of the Trump-era tax cuts could impact the federal deficit and why General Motors is ditching its robotaxi business. Plus, now’s your chance to talk with an AI Santa Claus. Here’s everything we talked about today: “Yellen Talks Russia Sanctions, Tariffs and Deficit” from Bloomberg via YouTube “Yellen says Trump’s tariffs could derail US inflation progress, raise costs” from Reuters “Senators Warren and Hawley introduce a bipartisan bill to break up pharmacy-benefit managers” from CNBC via YouTube “Elizabeth Warren, Josh Hawley Co-Sponsor Bill to Break Up Giant Health Care Conglomerates” from The New York Times “What is a pharmacy benefit manager, anyway?” from Marketplace “GM to stop funding troubled Cruise autonomous vehicle unit, abandoning robotaxis” from CBS San Francisco “GM to Shut Down Its Cruise Robotaxi Project” from The New York Times “OpenAI introduces ‘Santa Mode’ to ChatGPT for ho-ho-ho voice chats” from Ars Technica Tomorrow is our last episode of the year! Join us for our annual holiday party on “Economics on Tap.” The YouTube livestream starts at 3:30 p.m. Pacific time, 6:30 p.m. Eastern.

A group of lawmakers have introduced legislation that would break up health care conglomerates, aiming to rein in the power of pharmacy benefit managers. We’ll explain what PBMs do and why all sides of the health care industry are pointing fingers at one another over high costs. And, we’ll get into how the future of the Trump-era tax cuts could impact the federal deficit and why General Motors is ditching its robotaxi business. Plus, now’s your chance to talk with an AI Santa Claus. Here’s everything we talked about today: “Yellen Talks Russia Sanctions, Tariffs and Deficit” from Bloomberg via YouTube “Yellen says Trump’s tariffs could derail US inflation progress, raise costs” from Reuters “Senators Warren and Hawley introduce a bipartisan bill to break up pharmacy-benefit managers” from CNBC via YouTube “Elizabeth Warren, Josh Hawley Co-Sponsor Bill to Break Up Giant Health Care Conglomerates” from The New York Times “What is a pharmacy benefit manager, anyway?” from Marketplace “GM to stop funding troubled Cruise autonomous vehicle unit, abandoning robotaxis” from CBS San Francisco “GM to Shut Down Its Cruise Robotaxi Project” from The New York Times “OpenAI introduces ‘Santa Mode’ to ChatGPT for ho-ho-ho voice chats” from Ars Technica Tomorrow is our last episode of the year! Join us for our annual holiday party on “Economics on Tap.” The YouTube livestream starts at 3:30 p.m. Pacific time, 6:30 p.m. Eastern.

In this episode, Karl interviews renowned performance coach Steven Yellen. They discuss Steven's new book, which delves deeper into the principles of fluid motion and sports performance, specifically in golf. Key topics include the importance of building and accessing fluid motion, the dangers of unnecessary swing changes, and the role of the basal ganglia in storing motion memory. Steven shares insights from his collaboration with top sports neuroscientist Dr. Fred Travis and explains how elite golfers can avoid 'swing prison' by creating a threshold level of wholeness. Practical advice on achieving wholeness and timing in the golf swing is provided, along with discussions on common missteps and how to build a strong foundation for consistent performance. 00:00 Introduction and Greetings 00:36 Discussing the New Book 01:05 The Importance of Motion in Sports 01:37 Challenges of Swing Changes 02:31 The Role of Basal Ganglia in Motion Memory 04:05 Risks of Swing Changes for Elite Players 06:15 Human Nature and the Desire to Improve 14:18 The Concept of Wholeness in Fluid Motion 21:37 Practical Steps to Achieve Wholeness 25:11 Understanding Wholeness in Golf 25:49 Practical Application: Shallowing the Club 26:44 Associating Wholeness with Swing Changes 28:19 Evaluating Wholeness During Practice 28:54 The Role of Abstract Criteria in Golf 32:05 The Importance of Internal Learning 35:07 Programming the Golf Swing 38:36 The Ideal Pre-Shot Routine 45:02 The Science of Silence: Tiger's Secret 52:11 Final Thoughts and Resources   To book YOUR Mind Caddie workshop go to www.themindfactor.com    To start your free 7 day trial of Mind Caddie go to https://www.mindcaddie.golf/

Chris breaks down Janet Yellen's recent apology for not making more progress on fiscal sustainability during her tenure as Fed Chair and Treasury Secretary. Despite her concerns about the growing deficit, Markowski highlights how Yellen presided over $15.2 trillion in U.S. debt increases, contributing to 42% of all debt issued in U.S. history. He critiques her tenure, calling out the impacts of prolonged low interest rates and unrestrained government spending. www.watchdogonwallstreet.com

Watch The X22 Report On Video No videos found Click On Picture To See Larger PictureCanada's economy is falling apart and since Trump mentioned tariffs the Canadian central bank reversed course and raised rates. ECB continues to cut rates. Inflation is on the rise. Fake news puts out fake story that Trump can't lower prices. Trump lets everyone know that the market might dip. The [DS] are trying everything to change the news cycle and push fear onto the people. The [DS] is using information to make people believe we are being probed or invaded via the drones. Another hoax trying to get the country into war. The [DS is trapped, if Biden pardons them this will not help, the result will be the same. Trump is the Time person of the year and he rang the bell at the stock exchange. Letting the people know that they are free.   (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:13499335648425062,size:[0, 0],id:"ld-7164-1323"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="//cdn2.customads.co/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs"); Economy https://twitter.com/KobeissiLetter/status/1866922919101862058   percentage points to 13.9%, the third-highest since June 2021. Such a rapid rise in unemployment has never occurred outside of recessions. Meanwhile, the Bank of Canada is expected to cut rates by 50 basis points on Wednesday, marking the 5th reduction this year. Has Canada fallen into a recession? Trump Trolls Trudeau – Bank of Canada Takes Note US-Canada relations under the Trump Administration are beginning on tumultuous footing. Trump has promised to slap Canada with 25% tariffs on ALL imports if it fails to curb illegal immigration and drug trade from the northern border. Trudeau is now threatening to retaliate with tariffs of his own. The Bank of Canada has factored in these threats in its most recent decision to raise rates by 50 bps to 3.25%. Bank of Canada Governor Tiff Macklem said that the new US administration presents “a major new uncertainty.” The markets had already priced in rate cuts ahead of the tariff threats, especially as inflation has allegedly reached the 2% target. Source: amerstrongeconomic.com https://twitter.com/KobeissiLetter/status/1867202075102204303  today's 3.0% PPI inflation print, PPI inflation is now at its highest level since February 2023. CPI, PPI, and PCE inflation are all officially back on the rise in the United States. What is happening here? https://twitter.com/KobeissiLetter/status/1866866969351426437   7. Food Away From Home Inflation: 3.6% 8. Electricity Inflation: 3.1% Headline CPI inflation is at a 4-month high and Core CPI has been 3.3% for 3-straight months. The Fed is cutting rates while inflation has leveled off well above their 2% target. Is another wave of inflation coming in 2025? https://twitter.com/alexbruesewitz/status/1867259583192084578  instead of reporting fairly and accurately. Fortunately, their audience is diminishing daily. Below is what Trump ACTUALLY said: Janet Yellen "Sorry" After Presiding Over $15 Trillion Increase In US Debt   Yellen  expressed regret over failing to make more progress in narrowing the fiscal deficit during her tenure. “I am concerned about fiscal sustainability and I am sorry that we haven't made more progress,” she said adding that “I believe that the deficit needs to be brought down especially now that we're in an environment of higher interest rates.” This is really funny for two reasons. First, it was under Yellen's watch that the US experienced its biggest debt increase in history. As shown below, Yellen was Fed chair from Oct 2010 until Feb 2014, and then Fed Chair from Feb 2014 until Feb 2018, a period during which she intentionally kept rates at zero for almost the entire duration of h...

Click Here to Send me a Fan Mail Message!On this episode, I chat with guest Gail Yellen from Gail Patrice Design.Gail is a sewing educator, pattern designer and specialized in serger artistry.  We talk about her journey in sewing and her love for sergers. She loves exploring the full potential of sergers beyond just finishing seams. Gail shares tips on choosing the right serger, the benefits of air threading, and the versatility of decorative stitching. Gail offers in-person and online workshops, where she teaches various serging techniques. She also provides free YouTube videos and sells patterns on her website. Gail encourages sewists to overcome their fear of sergers and cover stitch machines and to practice, be persistent, and have patience. She believes that mistakes are part of the learning process and can lead to creative solutions.Links for Gail: Website:  https://www.gailpatrice.com/You Tube: https://www.youtube.com/@GailPatriceDesignInstagram:  https://www.instagram.com/gailpatricedesign/Pinterest: http://gailpatrice.com/Video on How to finish overstitching in the roundMusic: A Christmas Miracle by One Man Quartethttps://www.epidemicsound.com/track/XDcoSoHW8e/Support the showINSTAGRAM: @stephanie.socha.design WEBSITE: https://stephaniesochadesign.com/podcast-make-and-decorate EMAIL: info@makeanddecorate.com YOUTUBE: Stephanie Socha Design

Secret Service agents assigned to Sec. Yellen open fire on burglars; Supreme Court justices fought to neuter their code of conduct; Dinesh D’Souza admits 2000 Mules is falsified; Republican budget and financial plans; Minnesota Reformer’s Michelle Griffith visits with Brett again this week; Winston Smith’s phone unlocked; Cargill cutting workforce.

Jon Hartley and James Bullard discuss Bullard's career in monetary policy, the history of the St. Louis Fed, serving on the FOMC during the Bernanke, Yellen and Powell Feds, inflation targeting, forward guidance, macroeconomic modeling, as well as how the Fed responded to the Great Recession, COVID-19, and the early 2020s inflation. Recorded on November 4, 2024. ABOUT THE SPEAKERS: James “Jim” Bullard is a macroeconomist and was president of the Federal Reserve Bank of St. Louis from 2008-2023. In 2023, he became the inaugural dean of the reimagined Mitchell E. Daniels, Jr. School of Business at Purdue University. He also serves as special advisor to the president of the university, reporting to President Mung Chiang in that capacity. Bullard is also a distinguished professor of service and professor of economics in the Daniels School. Before becoming president, Bullard served in various roles at the St. Louis Fed, starting in 1990 as an economist in the research division and later serving as vice president and deputy director of research for monetary analysis.  Born in Wisconsin, Bullard grew up in Forest Lake, Minnesota, and received his doctorate in economics from Indiana University in Bloomington. He holds Bachelor of Science degrees in economics and in quantitative methods and information systems from St. Cloud State University in St. Cloud, Minnesota. Jon Hartley is a Research Assistant at the Hoover Institution and an economics PhD Candidate at Stanford University, where he specializes in finance, labor economics, and macroeconomics. He is also currently a Research Fellow at the Foundation for Research on Equal Opportunity (FREOPP) and a Senior Fellow at the Macdonald-Laurier Institute. Jon is also a member of the Canadian Group of Economists, and serves as chair of the Economic Club of Miami. Jon has previously worked at Goldman Sachs Asset Management as well as in various policy roles at the World Bank, IMF, Committee on Capital Markets Regulation, US Congress Joint Economic Committee, the Federal Reserve Bank of New York, the Federal Reserve Bank of Chicago, and the Bank of Canada.  Jon has also been a regular economics contributor for National Review Online, Forbes, and The Huffington Post and has contributed to The Wall Street Journal, The New York Times, USA Today, Globe and Mail, National Post, and Toronto Star among other outlets. Jon has also appeared on CNBC, Fox Business, Fox News, Bloomberg, and NBC, and was named to the 2017 Forbes 30 Under 30 Law & Policy list, the 2017 Wharton 40 Under 40 list, and was previously a World Economic Forum Global Shaper. ABOUT THE SERIES: Each episode of Capitalism and Freedom in the 21st Century, a video podcast series and the official podcast of the Hoover Economic Policy Working Group, focuses on getting into the weeds of economics, finance, and public policy on important current topics through one-on-one interviews. Host Jon Hartley asks guests about their main ideas and contributions to academic research and policy. The podcast is titled after Milton Friedman‘s famous 1962 bestselling book Capitalism and Freedom, which after 60 years, remains prescient from its focus on various topics which are now at the forefront of economic debates, such as monetary policy and inflation, fiscal policy, occupational licensing, education vouchers, income share agreements, the distribution of income, and negative income taxes, among many other topics. For more information, visit: capitalismandfreedom.substack.com/

Kelli McNeil-Yellen is a graduate of the University of Southern California's School of Drama. Her first feature, The Baltimore School of Charm, won first place at the UCLA Extension Feature Film Screenwriting Contest and was a top 15% finisher in the Academy's Nicholl Awards. Most recently, she's been screening her authentically cast feature film, DARUMA, on the festival circuit. After two sold-out screenings at Slamdance in 2024, two-time Oscar winner Peter Farrelly joined the film as executive producer to raise the visibility of the film and called it "great". She is repped by Dannie Festa of World Builder Entertainment. CNN called DARUMA the first film to star two leads with a disability in a narrative not about overcoming a disability. The film recently completed a successful festival run with two sold-out screenings at Slamdance. DARUMA is a heartbreaking but uplifting dramedy and ultimately a story about friendship, fatherhood and found family.

BestPodcastintheMetaverse.com Canary Cry News Talk #786 - 10.28.2025 - Recorded Live to 1s and 0s KING OF 5GW | Amazing Future! Cyber Social Polyticks, Praise Psyop Deconstructing Corporate Mainstream Media News from a Biblical Worldview Declaring Jesus as Lord amidst the Fifth Generation War! TJT Youtube (backup) Channel: https://www.youtube.com/@TheJoyspiracyTheory The Show Operates on the Value 4 Value Model: http://CanaryCry.Support Join the Supply Drop: https://CanaryCrySupplyDrop.com Submit Articles: https://CanaryCry.Report Submit Art: https://CanaryCry.Art Join the T-Shirt Council: https://CanaryCryTShirtCouncil.com Podcasting 2.0: https://PodcastIndex.org Resource: Index of MSM Ownership (Harvard.edu) Resource: Aliens Demons Doc (feat. Dr. Heiser, Unseen Realm) Resource: False Christ: Will the Antichrist Claim to be the Jewish Messiah Tree of Links: https://CanaryCry.Party   Join the Canary Cry Roundtable   This Episode was Produced By:   Executive Producers The Sentinel*** Sir Jamey Not the Lanister*** Felicia D***   Producers of TREASURE (CanaryCry.Support) Sir LX Protocol Knight of the Berrean Protocol V2, Progress Not Perfection, Sir Tristan, Sir Morv, MsTinfoilMan, Veronica D, Sir Scott Knight of Truth, Sir Casey the Shield Knight   Producers of TALENT (CanaryCry.Art) JonathanF   Stephen S - President Mal Content reviews her voice mail:  “This is your friend, Dr. Diablo. You should reconsider your nation's ban on western vaccines and the Worldcoin identity solution.  Otherwise, Congonda may have a sudden breakout of the Mpox pandemic.”   Producers of TIME Timestampers: Jade Bouncerson, Morgan E Clippy Team: Courtney S, JOLMS, Kristen Reminders: Clankoniphius Links: JAM   Podcast T- 06:20 by Rumble PRE SHOW PRAYER HELLO, RUN DOWN 11:16 V / 04:56 P EXECS 13:28 V / 07:08 P   TRUMP/KAMALA 17:39 V / 11:19 P Just be Anxious about the election (Atlantic) Election Anxiety is telling you something (Atlantic) Election Anxiety is Telling you something (Archive.ph Atlantic) AOC Clip: AOC on the Trump Hate rally (X) Clip: ABC Jon Karl on the Trump Rally in NY (ABC) Clip: Kamala “mourning” or “morning” (X)   POLYTICKS/BEAST SYSTEM 01:07:09 V / 01:00:49 P Jeff Bezos killed Washington Post endorsement of Kamala Harris, paper reports (MSNBC) LA Times refuses to endorse Kamala (The Guardian) LA times billionaire receive “Praise” from Elon (Gaurdian) Image: “Trump Praised Hitler” on MSG in NY (X)  ORiginal Atlantic “praiose” forr hitler (atlantic) Trump praises Xi (huffpo) Trump “praises” putin AND Kim Jung (independent)   Clip: Asians for Trump chant TRUMP ON ROGAN 01:35:23 V / 01:29:03 P → Fox News (Yes, Really!) Exposes Joe Rogan's Shady Pro-Trump Move (New Republic) 1/ UFO tech/military question (goes to Israel topic, nuke topic) 2/ Prevent WW3 3/ Microchip war, Tariffs   MONEY 01:59:01 V / 01:52:41 P → Yellen warns that sweeping tariffs are ‘deeply misguided' in swipe at Trump (CNN) Clip: Treasury Department Seal falls as Yellen answers Q about US Dollar (X) Tariff more beautiful than love (Mediate)   TIME/TALENT/TREASURE 02:05:32 V / 01:59:12 P   ELON/BRAIN 02:24:51 V / 02:18:31 P Clip: “THIS IS AMAZING” (X)  A Neuralink Rival Says Its Eye Implant Restored Vision in Blind People (Wired)    → SHILLZILLA02:37:05 V / 02:30:45 P Monumental Sports Gig   OUTRO 02:50:43 V / 02:44:23 P END 02:55:56 V / 02:49:36 P

This week we discuss the short bond trade, volatility and excessive hedging, and the election probabilities. We also delve into MicroStrategy's Bitcoin strategy, unrealized bond loss FUD, and much more. Enjoy! — Follow Quinn: https://x.com/qthomp Follow Tyler: https://twitter.com/Tyler_Neville_ Follow Felix: https://twitter.com/fejau_inc Follow Forward Guidance: https://twitter.com/ForwardGuidance Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance Follow Blockworks: https://twitter.com/Blockworks_ — Weekly Roundup Charts: https://drive.google.com/file/d/1S9PUsLK1G_mqZxzYWrQ1tbEsrgTlecF7/view?usp=drive_link — Ledger, the world leader in digital asset security for consumers and enterprises, proudly sponsors Forward Guidance, where traditional finance meets crypto. As Ledger celebrates a decade of securing 20% of the world's crypto assets, it offers a secure gateway for those entering digital finance. Buy a LEDGER™ device today and protect your assets with top-tier security technology. Buy now on Ledger.com. — Timestamps: (00:00) Introduction (02:33) Path of Interest Rates (08:01) Is the Short Long Bond Trade Overdone? (10:46) Overdone Currency Moves (12:53) Implied Volatility vs Realized Volatility (16:48) The MOVE Index & Election Hedging (20:29) Election Probability Distribution (27:17) Ledger Ad (28:02) Yellen & Real Interest Rates (31:10) Inflation Resurgence (33:18) Global Coordination (36:01) Macro Trading vs Ideas & the Bond Trade (39:04) The Reality of a Trump Presidency (47:04) Bitcoin & MicroStrategy (52:19) Tesla & The Convert Market (55:56) Unrealized Bond Losses FUD — Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

David Bahnsen, author & wealth manager, Bahnsen Group with $5.7B under management)Are Fed rates manipulating the electionWhat are economic consequences of FedThe dollar's reserve status, BRICS, Yellen's sanctionsHis book "Full-Time: Work and the Meaning of Life"Tariffs floated by both Trump & HarrisIf you would like to support the show and our family please consider subscribing monthly here: SubscribeStar https://www.subscribestar.com/the-david-knight-showOr you can send a donation throughMail: David Knight POB 994 Kodak, TN 37764Zelle: @DavidKnightShow@protonmail.comCash App at: $davidknightshowBTC to: bc1qkuec29hkuye4xse9unh7nptvu3y9qmv24vanh7Money should have intrinsic value AND transactional privacy: Go to DavidKnight.gold for great deals on physical gold/silverFor 10% off Gerald Celente's prescient Trends Journal, go to TrendsJournal.com and enter the code KNIGHTBecome a supporter of this podcast: https://www.spreaker.com/podcast/the-david-knight-show--2653468/support.

(2:00) The Logically Challenged — Mask Mandates ReturnIs it something in the water?  Mask mandates are limited to a very small geographical area of CaliforniaLA Times: "Skipping COVID Booster Could Reduce Your IQ" — is low IQ a cause of an effect of vax?SCOTUS rejects church's challenge to lockdown — here's how the government gamed the systemNurse testimonials about the "financially incentivized" malpractice and murder(26:21) Incentivized Ventilator Murders Newly uncovered incentive to harm patients with ventilators. Hospitals were paid to kill — by whom? (47:48) Fauci, Gain-of-Function, and a glimmer of hope that truth is starting to surfaceFauci — he's even worse than conservatives and dissidents are willing to admitThe Gain-of-Function misdirection.  The bioweapon is the Trump shot.  But conservatives blame G.O.F. and China for the harms as left points to COVID for the harmsHELL FREEZES OVER: BBC admits man's horrific injury was "brought to you by Pfizer" and says he has been "left to rot"(1:04:41) HELL FREEZES OVER: BBC Admits Horrific Vax Injury BBC admits man's horrific injury was "brought to you by Pfizer" and says he has been "left to rot" (1:08:35) Take Away Asthmatics' Inhaler to "Save Climate"?They truly hate us and the MacGuffins converge on depopulationEuropean curriculum to prioritize climate in medical training — ban inhalers and let people suffocate(1:17:44) Alarmists: Plants & Trees Absorbed NO CO2 Last Year You won't believe the "basis" for this nonsense (1:28:36) Listener letters and thank you to our donor-producers(1:39:52) Ex-Abortionist Speaks Out Do babies feel pain when their limbs are torn from their body?  This ex-abortionist speaks of his painful memories (1:52:46) Trump is asked whether he thinks about death — his answer is amazing (2:02:26) INTERVIEW Economics, Work & the Meaning of Life David Bahnsen, author & wealth manager, Bahnsen Group with $5.7B under management) Are Fed rates manipulating the election What are economic consequences of Fed The dollar's reserve status, BRICS, Yellen's sanctions*His book "Full-Time: Work and the Meaning of Life" Tariffs floated by both Trump & HarrisIf you would like to support the show and our family please consider subscribing monthly here: SubscribeStar https://www.subscribestar.com/the-david-knight-showOr you can send a donation throughMail: David Knight POB 994 Kodak, TN 37764Zelle: @DavidKnightShow@protonmail.comCash App at: $davidknightshowBTC to: bc1qkuec29hkuye4xse9unh7nptvu3y9qmv24vanh7Money should have intrinsic value AND transactional privacy: Go to DavidKnight.gold for great deals on physical gold/silverFor 10% off Gerald Celente's prescient Trends Journal, go to TrendsJournal.com and enter the code KNIGHTBecome a supporter of this podcast: https://www.spreaker.com/podcast/the-david-knight-show--2653468/support.

David Bahnsen, author & wealth manager, Bahnsen Group with $5.7B under management)Are Fed rates manipulating the electionWhat are economic consequences of FedThe dollar's reserve status, BRICS, Yellen's sanctionsHis book "Full-Time: Work and the Meaning of Life"Tariffs floated by both Trump & HarrisIf you would like to support the show and our family please consider subscribing monthly here: SubscribeStar https://www.subscribestar.com/the-david-knight-showOr you can send a donation throughMail: David Knight POB 994 Kodak, TN 37764Zelle: @DavidKnightShow@protonmail.comCash App at: $davidknightshowBTC to: bc1qkuec29hkuye4xse9unh7nptvu3y9qmv24vanh7Money should have intrinsic value AND transactional privacy: Go to DavidKnight.gold for great deals on physical gold/silverFor 10% off Gerald Celente's prescient Trends Journal, go to TrendsJournal.com and enter the code KNIGHTBecome a supporter of this podcast: https://www.spreaker.com/podcast/the-real-david-knight-show--5282736/support.

(2:00) The Logically Challenged — Mask Mandates ReturnIs it something in the water?  Mask mandates are limited to a very small geographical area of CaliforniaLA Times: "Skipping COVID Booster Could Reduce Your IQ" — is low IQ a cause of an effect of vax?SCOTUS rejects church's challenge to lockdown — here's how the government gamed the systemNurse testimonials about the "financially incentivized" malpractice and murder(26:21) Incentivized Ventilator Murders Newly uncovered incentive to harm patients with ventilators. Hospitals were paid to kill — by whom? (47:48) Fauci, Gain-of-Function, and a glimmer of hope that truth is starting to surfaceFauci — he's even worse than conservatives and dissidents are willing to admitThe Gain-of-Function misdirection.  The bioweapon is the Trump shot.  But conservatives blame G.O.F. and China for the harms as left points to COVID for the harmsHELL FREEZES OVER: BBC admits man's horrific injury was "brought to you by Pfizer" and says he has been "left to rot"(1:04:41) HELL FREEZES OVER: BBC Admits Horrific Vax Injury BBC admits man's horrific injury was "brought to you by Pfizer" and says he has been "left to rot" (1:08:35) Take Away Asthmatics' Inhaler to "Save Climate"?They truly hate us and the MacGuffins converge on depopulationEuropean curriculum to prioritize climate in medical training — ban inhalers and let people suffocate(1:17:44) Alarmists: Plants & Trees Absorbed NO CO2 Last Year You won't believe the "basis" for this nonsense (1:28:36) Listener letters and thank you to our donor-producers (1:39:52) Ex-Abortionist Speaks Out Do babies feel pain when their limbs are torn from their body?  This ex-abortionist speaks of his painful memories (1:52:46) Trump is asked whether he thinks about death — his answer is amazing (2:02:26) INTERVIEW Economics, Work & the Meaning of Life David Bahnsen, author & wealth manager, Bahnsen Group with $5.7B under management) Are Fed rates manipulating the election What are economic consequences of Fed The dollar's reserve status, BRICS, Yellen's sanctions*His book "Full-Time: Work and the Meaning of Life" Tariffs floated by both Trump & HarrisIf you would like to support the show and our family please consider subscribing monthly here: SubscribeStar https://www.subscribestar.com/the-david-knight-showOr you can send a donation throughMail: David Knight POB 994 Kodak, TN 37764Zelle: @DavidKnightShow@protonmail.comCash App at: $davidknightshowBTC to: bc1qkuec29hkuye4xse9unh7nptvu3y9qmv24vanh7Money should have intrinsic value AND transactional privacy: Go to DavidKnight.gold for great deals on physical gold/silverFor 10% off Gerald Celente's prescient Trends Journal, go to TrendsJournal.com and enter the code KNIGHTBecome a supporter of this podcast: https://www.spreaker.com/podcast/the-real-david-knight-show--5282736/support.

Tom Bodrovics welcomes back Luke Gromen, the founder and president of FFTT (Forest for the Trees). They discuss the implications of the recent 50 basis point interest rate cut by the Fed and its potential impact on the US fiscal situation. According to Gromen, this cut signifies growing concerns from the Fed about the US true interest expense reaching an unprecedented level since the COVID-19 pandemic. The Fed's two options are either allowing true interest expense to crowd out global dollar markets or cutting rates to alleviate it and stimulate receipts with a weaker dollar and higher inflation. Gromen also mentions four destabilizing events: oil prices exceeding $80 per barrel, an increased US deficit outlook, the Japanese 10-year yield breaking through, and a politically disruptive event occurring in August 2023, which led to a US downgrade. With tighter financial conditions for the private sector but loosest for the US government despite interest rate sensitivity, Gromen predicts a potential gap between the Fed funds rate and two-year discounts, suggesting a recession instead of a soft landing. Luke also touches upon the connection between treasury receipts and recessions, where they usually decrease significantly during a typical economic downturn. With the US already experiencing an 8% deficit of GDP, a potential recession could push it up to 13-14%, making the country less attractive for long-term debt investment, potentially leading to inflation and economic instability. Gromen believes that large investors or 'whales' are influencing financial markets by buying gold, stocks, and selling Treasuries in anticipation of the Fed's response to positive real rates. The scenario is likened to a movie where smaller traders react month-to-month while whales steer the economic 'Titanic'. The text also outlines two potential bearish scenarios: austerity measures from the US government causing a downturn in all markets or capital controls and taxation driving investors to seek safe havens outside of the US. The ongoing debate about introducing a sovereign wealth fund by both Trump and Biden administrations is discussed, with concerns over its feasibility given the current financial situation. Instead of running a surplus, governments plan to borrow money and invest it in assets, creating a 'sovereign wealth fund with an asterisk'. The speaker also explores alternative solutions like increasing spending or rebuilding domestic production capability but acknowledges that someone must ultimately own the $35 trillion in US debt. Luke discusses various economic ideas and scenarios impacting the global financial system, including the potential for revaluing gold mechanically to inject more money into the US Treasury or raising its price significantly to invest trillions into the Treasury General Account. The significance of a decreasing Baby Boomer entitlement spend due to an increase in mortality rates and China's approach of allowing the yuan to float against gold are also touched upon. Throughout, there is an emphasis on understanding trade-offs and making informed decisions based on economic realities. Time Stamp References:0:00 - Introduction0:46 - Feds 50-Basis Point Cut2:47 - 4-Destabilizing Things5:26 - Discounting Recession?10:15 - US Debt Buyers17:04 - Yellen & Stealth QE?19:47 - Yield Curve & Signals21:33 - Refinancing The Debt23:52 - Debt Oscillations25:52 - Math Doesn't Care29:50 - Political Decisions34:40 - Noise & Whales41:14 - Equity Bear Scenarios46:55 - Sovereign 'Debt' Fund50:40 - Grow Out of Debt?55:57 - Possible Solutions?59:05 - China & Dollar1:01:10 - BRICS & US Strategy1:07:18 - Gold/Oil Proxy1:11:30 - Carry Trade Unwind1:13:52 - Wrap Up Guest Links:Twitter: https://twitter.com/lukegromenWebsite: https://fftt-llc.com/ Luke Gromen began his career in the mid-1990s in Research at Midwest Research before moving over to institutional equity sales and becoming a partner. While in sales,

After sending global markets in a brief tailspin in early August, the Bank of Japan is once again the center of attention. Our Global Chief Economist and Chief Asia Economist discuss the central bank's next steps to help ease volatility and inflation.----- Transcript -----Seth Carpenter: Welcome to Thoughts on the Market. I'm Seth Carpenter, Morgan Stanley's Global Chief Economist.Chetan Ahya: And I'm Chetan Ahya, Chief Asia Economist.Seth Carpenter: And on today's episode, Chetan and I are going to be discussing the Bank of Japan and the role it has been playing in recent market turmoil.It's Friday, September 13th at 12.30pm in New York.Chetan Ahya: And it's 5.30pm in London.Seth Carpenter: Financial markets have been going back and forth for the past month or so, and a lot of what's been driving the market movements have been evolving expectations of what's going on at central banks. And right at the center of it has been the Bank of Japan, especially going back to their meeting at the very end of July.So, Chetan, maybe you can just level set us about where things stand with the Bank of Japan right now? And how they've been communicating with markets?Chetan Ahya: Well, I think what happened, Seth, is that Bank of Japan (BoJ) saw that there was a significant progress in inflation and wage growth dynamic. And with that they went out and told the markets that they wanted to start now increasing rate hikes. And at the same time, the end was weakening.And to ensure that they kind of convey to the markets that they want to be now taking rates higher, the governor of the central bank came out and indicated that they are far away from neutral.Now while that was having the desired effect of bringing the yen down, i.e. appreciated. But at the same time, it caused a significant volatility in the equity markets and make it more challenging for the BoJ.Seth Carpenter: Okay, so I get that. But I would say the market knew for a long time that the Bank of Japan would be hiking. We've had that in our forecast for a while. So, do you think that Governor Ueda really meant to be quite so aggressive? That meeting and his comments subsequently really were part of the contribution to all of this market turmoil that we saw in August. So, do you think he meant to be so aggressive?Chetan Ahya: Well, not really. I think that's the reason why what we saw is that a few days later, when the deputy governor Uchida was supposed to speak, he tried to walk back that hawkishness of the governor. And what was very interesting is that the deputy governor came out and indicated that they do care for financial conditions. And if the financial conditions move a lot, it will have an impact on growth and inflation; and therefore, conduct of monetary policy.In that sense, they conveyed the endogeneity of financial conditions and their reaction function. So, I think since that point of time, the markets have had a little bit of reprieve that BoJ will not take up successive rate hikes, ignoring what happens to the financial conditions.Seth Carpenter: But this does feel a little bit like some back and forth, and we've seen in the market that the yen is getting a little bit whipsawed; so the Bank of Japan wants to hike, and markets react strongly. And then the Bank of Japan comes out and says, ‘No, no, no, we're not going to hike that much,' and markets relax a little bit. But maybe that relaxation allows them to hike more.It kind of reminds me, I have to say, of the 2014 to 2015 period when the Federal Reserve was getting ready to raise interest rates for the first time off of the zero lower bound after the financial crisis. And, you know, markets reacted strongly -- when then chair Yellen started talking about hiking and because of the tightening of financial conditions, the Fed backed down.But then because markets relaxed, the Fed started talking about hiking again. Do you think that's an apt comparison for what's going on now?Chetan Ahya: Absolutely, Seth. I think it is exactly something similar that is going on with Bank of Japan.Seth Carpenter: So, I guess the question then becomes, what happens next? We know with the Fed, they eventually did hike rates at the end of 2015. What do you think we're in line for with the Bank of Japan, and is it likely to be a bumpy ride in the future like it has been over the past couple months?Chetan Ahya: Well, so I think as far as the market's volatility is concerned, we do think that the fact that the BoJ has come out and indicated that their reaction function is such that they do care about financial conditions. Hopefully we should not see the same kind of volatility that we saw at the start of the month of August.But as far as the next steps are concerned, we do see BoJ taking up one more rate hike in January 2025. And there is a risk that they might take up that rate hike in December.But the reason why we think that they will be able to take up one more rate hike is the fact that there is continued progress on wage growth and inflation; and wage growth is the most important variable that BoJ is tracking.We just got the last month's wage growth number. It has risen up to 3 percent. And going forward, we think that as the BoJ gets comfort that next year's wage negotiations are also heading in the right direction, they will be able to take one more rate hike in January 2025.Well, Seth, I think, you know, when we are talking about this volatility that we saw in the financial markets and particularly yen, the other side of this story is what the Fed has to do, and what is Fed indicating in terms of its policy path. And we saw that, after the nonfarm payrolls data, Governor Waller was indicating that the Fed could consider front-loading its rate cuts. What are your thoughts on that?Seth Carpenter: So, we do think the Fed's getting ready to start cutting rates. Our baseline is that they move at 25 increments per meeting, from now through the middle of next year. I would take Governor Waller's comments though about front-loading cuts -- which I took to mean, you know, the possibility of 50 basis point rate moves -- very much in context, and with a grain of salt.When he gave that speech, I think what he was trying to do, and I think the last paragraph of that speech really bears it out. He was saying there's a lot of uncertainty here. He said, if the data suggests that they need to front load rates, then he would advocate for it. But he also said that, if the data implied that they need to cut at consecutive meetings, he'd be in favor of that as well. So, he was saying that the data are going to be the thing that drives the policy decisions.But thanks for asking that question. And thanks to the listeners. If you enjoy this podcast, please leave us a review wherever you listen and share Thoughts on the Market with a friend or a colleague today.

$Watch The X22 Report On Video No videos found Click On Picture To See Larger PictureChina's real estate stocks are crashing and they are below 2008 levels. Gavin Newsom panics, oil companies are leaving and he wants to stockpile oil.Yellen says don't worry its going to be a soft landing. The opposite is going to happen. The data is fake, the recession/depression is real. The [DS] is ready to push [KH] into the debate arena, they have trained just enough to get by and the fake news will pump it up to make it sound like she did a great job. The [DS] meanwhile is now preparing the cyber attack and the white supremist threat narrative. Trump sends another election message, countermeasures are in place.   (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:13499335648425062,size:[0, 0],id:"ld-7164-1323"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="//cdn2.customads.co/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs"); Economy https://twitter.com/KobeissiLetter/status/1833482254628114572 Gov. Gavin Newsom Wants Mandate For Oil Companies To Create Stockpile Of Gasoline  Chevron had been headquartered in California for over 140 years, giving it strong roots in this state. However, the toxic policies of California's lawmakers and regulators have killed those roots. The fossil fuel giant will relocate to Texas. Sacramento sees gasoline firms and petroleum refineries as cash cows that will always agree to be milked despite being made into a climate villain and accused of corporate greed. So, to resolve the state's serious energy challenges, California Gov. Gavin Newsom called for a special session Saturday after the Assembly rebuffed his efforts to pass an energy package before a critical deadline passed. Newsom's plan mandates that the state's oil companies create gasoline stockpiles. California Governor Gavin Newsom plans to propose legislation requiring oil companies in the most-populous US state to amass stockpiles of gasoline and other fuels to prevent supply shortages and price spikes during refinery outages.   Newsom's proposals will likely do nothing more than drive the closure of even more refineries and firms that support the fossil fuel industry. That may be his objective, but unless a lot more of those Generation IV nuclear reactors start appearing or lithium battery fires stop erupting, it is going to be increasingly difficult to sustain the California lifestyle that Democrats from this state tout. The petroleum industry has pushed back, saying the mandate would hurt consumers. The Western States Petroleum Association said the bill would punish refiners into withholding supplies and hurting consumers. Source: zerohedge.com Yellen Says US Economy Remains Solid, Predicts No ‘Meaningful Layoffs' Treasury Secretary Janet Yellen predicts that the U.S. economy will likely remain solid amid several weaker-than-expected jobs reports and after the stock market posted its worst week in months. “We're seeing less frenzy in terms of hiring and job openings, but we're not seeing meaningful layoffs,” Yellen said during an event on Sept. 7, CNBC reported. “I'm attentive to downside risk now on the employment side, but what I think we're seeing, and hope we will continue to see, is a good, solid economy.” The secretary said that the decline in job growth was caused by a slowdown after a “hiring frenzy” following the COVID-19 pandemic, adding that the overall economy is “deep into a recovery” and “operating at full employment.” Source: theepochtimes.com https://twitter.com/KobeissiLetter/status/1833189670982656021   its second-lowest level since the 2008 Financial Crisis. This means most of the labor market data has surprised downward by a wide margin. Recent misses include non-farm payroll numbers,

Do you know anything at all about physics? It's fine if you don't, but hold on to your linen shirt if you do, because the sheer volume of gobbledygook that's coming is... impressive. We're going to talk about the fascinating claims of one Heidi Yellen. Yellen's famous papers revolve around Leviticus 19, and the prohibition against wearing two kinds of fabric together. She claims that she has discovered a very important reason why the Bible would warn us against this fiber mix-and-match, and it is a doozy! Then, we're switching over to Genesis 37, to discuss the owner of another famous piece of fabric. It's Joseph, owner of the coat of many colors (or coat of sleeves? don't ask). But we're not talking about the coat. We're more interested in the story of ol' Joe being sold into slavery... because it doesn't make sense. Who sold him? Who bought him? Who sold him again? Nothing lines up! Unless... For early access to an ad-free version of every episode of Data Over Dogma, exclusive content, and the opportunity to support our work, please consider becoming a monthly patron at: https://www.patreon.com/DataOverDogma      Follow us on the various social media places: https://www.facebook.com/DataOverDogmaPod https://www.twitter.com/data_over_dogma Learn more about your ad choices. Visit megaphone.fm/adchoices