Podcasts about yen

Official currency of Japan

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Top Traders Unplugged
SI377: What's New in SG Indices in 2026? + The Regime-Adaptive Portfolio ft. Alan Dunne

Top Traders Unplugged

Play Episode Listen Later Dec 6, 2025 68:54 Transcription Available


Niels and Alan explore how a fragile macro regime reshapes systematic investing, from a politicised Fed succession to widening cracks in a debt-laden, equity-dependent economy. A shifting bond landscape, rising capital demands from AI and renewed tariff risks challenge the old 60/40 orthodoxy. Listener questions on US policy shocks and the Yen carry trade open a deeper look at when trend helps and when it hurts. The episode culminates in a world exclusive of SocGen's 2026 index changes and the first public reveal of Alan's new paper: The Regime-Adaptive Portfolio, for genuinely resilient, opportunity-aware global wealth compounding intelligently, prudently over the decade ahead.-----50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE-----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT's TRUE ? – most CIO's read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.Learn more about the Trend Barometer here.Send your questions to info@toptradersunplugged.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Alan on Twitter.Episode TimeStamps:00:00 - Voiceover and introduction to the Systematic Investor Series00:23 - Niels and Alan open, what is on their radar this week01:27 - Fed succession as a political risk factor and betting markets03:33 - Crypto moves, Vanguard's platform shift and MicroStrategy index pressure05:53 - Listener questions: can constant US policy shocks break trend?06:33 - Trouble for trend or just another regime to endure and adapt to08:55 - Short-term CTAs, Liberation Day and when speed becomes a handicap11:11 - How CTAs are positioned for a yen carry unwind and JGB nuances12:16 - November trend update, five straight positive months and short-term pain13:35 - World exclusive: new SocGen CTA and...

The Julia La Roche Show
#313 Hugh Hendry On Preparing For The Dawn Of Chaos

The Julia La Roche Show

Play Episode Listen Later Dec 5, 2025 73:53


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

Global Market Insights - Forex, Futures, Stocks
Dollar stabilizes on ISM mfg. PMI, yen resumes slide

Global Market Insights - Forex, Futures, Stocks

Play Episode Listen Later Dec 2, 2025 4:44


Send us a textISM mfg slides but prices subindex rebounds. Dollar stabilizes asDecember rate cut chance slips somewhat. Yen retreats as JGB auctiondraws solid demand. Wall Street pulls back, gold eases after hittingresistance at $4,270.Risk Warning: Our services involve a significant risk and can result in the loss of your invested capital. *T&Cs apply.Please consider our Risk Disclosure: https://www.xm.com/goto/risk/enRisk warning is correct at the time of publication and may change. Please check our Risk Disclosure for an up to date risk warningReceive your daily market and forex news analysis directly from experienced forex and market news analysts! Tune in here to stay updated on a daily basis: https://www.xm.com/weekly-forex-review-and-outlookIn-depth forex news analysis on all major currencies, such as EUR/USD, USD/JPY, GBP/USD, USD/CHF, USD/CAD, AUD/USD

Inside Wirtschaft - Der Podcast mit Manuel Koch | Börse und Wirtschaft im Blick
#1439 Inside Wirtschaft - Robert Halver (Baader Bank): „Puff, Peng, Paff - keine Banken-, Finanz- oder Schuldenkrise"

Inside Wirtschaft - Der Podcast mit Manuel Koch | Börse und Wirtschaft im Blick

Play Episode Listen Later Dec 1, 2025 7:57


Wir sprechen über die jüngsten Turbulenzen am japanischen Anleihemarkt und die Folgen des geplanten Konjunkturpakets, was Investoren stark verunsichert. „Japan macht Schulden, als gebe es kein Morgen. Man kennt das sonst nur aus Amerika. Es gibt ein neues Konjunkturprogramm, das die Schulden noch weiter nach oben treibt. Aber es gibt immer noch Mutter Natur - die Bank of Japan - und die würde diese Staatsanleihen ins eigene Buch nehmen. Überall sind die Notenbanken die Retter in letzter Instanz. Man lässt die Zinsen unten und der schwache Yen hilft der Exportwirtschaft", so Robert Halver. Der Experte von der Baader Bank weiter: „Es gibt keine Bankenkrise, keine Finanzkrise und keine Schuldenkrise. Denn das wäre die letzte Krise bevor unsere Finanzwelt drei Dinge macht: Puff, Peng, Paff. Das Geld geht sehr stark in die Aktienmärkte. Der weltweite Aktienmarkt ist die Rettung vor der Inflation. Und ich würde noch Gold dazu nehmen." Alle Details im Interview von Inside Wirtschaft-Chefredakteur Manuel Koch und auf https://inside-wirtschaft.de

Beurswatch | BNR
Tweede Kamer kan niet wachten: nu al pakjesavond voor beleggers

Beurswatch | BNR

Play Episode Listen Later Nov 28, 2025 23:14


Pakjesavond laat nog een week op zich wachten, maar de Tweede Kamer deelt deze week alvast cadeautjes uit. Zo gaat de voorgenomen verhoging van de vermogensbelasting toch niet door. Wat dat voor beleggers betekent, bespreken we in deze aflevering. Ook hebben we het over Arcadis, want het Nederlandse bedrijf wil zich gaan mengen in de AI-gekte. Het kersverse dochterbedrijf van Arcadis wint vier opdrachten in Duitsland om die te gaan bouwen. Daarmee zit de pijplijn bij Arcadis al vol met 229 projecten wereldwijd. En je hoort over de storing bij de Chicago Mercantile Exchange. Door een probleem met de koeling in datacenters lag de handel in opties, futures en ook valuta op z'n gat. See omnystudio.com/listener for privacy information.

The KE Report
Marc Chandler - Silver Smashes Through $57 & The Fed Pivot Trade is Back

The KE Report

Play Episode Listen Later Nov 28, 2025 17:05


In this Daily Editorial, we are joined by Marc Chandler, Managing Partner at Bannockburn Global Forex and Editor of the Marc to Market website. Marc breaks down the massive moves in the precious metals market to end the month, with Silver surging over 7% to break $57/oz and significantly outperforming Gold. We discuss the macro drivers behind this rally, primarily the shift in market sentiment which is now pricing in an ~80% chance of a Federal Reserve rate cut in December. Marc provides his analysis on the weakening US Dollar, the tightening spreads between US and German debt, and the potential for a Bank of Japan rate hike next month. Key Discussion Points: Silver's Historic Breakout: Analyzing the $5+ move in Silver futures to over $57/oz. Is this the legendary "short squeeze" driven by dislocations in China, or a fundamental repricing? The Fed Pivot: US 10-Year yields are falling as the market aggressively prices in rate cuts for December and into 2026. Currency Markets: The US Dollar softens while the Yen strengthens on expectations of a BOJ hike. Marc also highlights the Australian Dollar as a standout. Equity Resilience: Despite valuation concerns, the S&P 500 continues to grind higher, fueled by liquidity and rate cut hopes. Sector Watch: A look at the Rare Earths sector, which remains in a downtrend despite the broader commodity boom.   Click here to visit Marc's site - Marc To Market   -------------------- For more market commentary & interview summaries, subscribe to our Substacks: The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/ Investment Disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

Global Market Insights - Forex, Futures, Stocks
Dollar trades quietly but headed for worst week since July

Global Market Insights - Forex, Futures, Stocks

Play Episode Listen Later Nov 28, 2025 4:19


Send us a textIncreasing bets of December Fed rate cut weigh on the dollar. Yen traders remain worried about potential intervention. Pound erases some of the Budget-related gains. Oil rebounds as Russia remains skeptical about a peace deal.Risk Warning: Our services involve a significant risk and can result in the loss of your invested capital. *T&Cs apply.Please consider our Risk Disclosure: https://www.xm.com/goto/risk/enRisk warning is correct at the time of publication and may change. Please check our Risk Disclosure for an up to date risk warningReceive your daily market and forex news analysis directly from experienced forex and market news analysts! Tune in here to stay updated on a daily basis: https://www.xm.com/weekly-forex-review-and-outlookIn-depth forex news analysis on all major currencies, such as EUR/USD, USD/JPY, GBP/USD, USD/CHF, USD/CAD, AUD/USD

AEX Factor | BNR
Tweede Kamer kan niet wachten: nu al pakjesavond voor beleggers

AEX Factor | BNR

Play Episode Listen Later Nov 28, 2025 23:14


Pakjesavond laat nog een week op zich wachten, maar de Tweede Kamer deelt deze week alvast cadeautjes uit. Zo gaat de voorgenomen verhoging van de vermogensbelasting toch niet door. Wat dat voor beleggers betekent, bespreken we in deze aflevering. Ook hebben we het over Arcadis, want het Nederlandse bedrijf wil zich gaan mengen in de AI-gekte. Het kersverse dochterbedrijf van Arcadis wint vier opdrachten in Duitsland om die te gaan bouwen. Daarmee zit de pijplijn bij Arcadis al vol met 229 projecten wereldwijd. En je hoort over de storing bij de Chicago Mercantile Exchange. Door een probleem met de koeling in datacenters lag de handel in opties, futures en ook valuta op z'n gat. See omnystudio.com/listener for privacy information.

DH Unplugged
DHUnplugged #779: Rip the Dip

DH Unplugged

Play Episode Listen Later Nov 26, 2025 64:19


Rough Week – does not phase bulls! Bitcoin – Bottoming? Let’s take a look at Walmart and Target again Homeowners! Mortgage Reform? PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm-Up - Short Week - Markets closed on Thursday and short Friday (1pm) - Can't have a down week for TDAY! - Too much table talk - Recession News - Let's take a look at Walmart and Target again - Homeowners! Mortgage Reform? Markets - Rough Week - does not phase bulls! - Bitcoin - Bottoming? - NVDA - China Bound? - NASDAQ Weighting Inflation - Still Up There - They are now pressing for a cut in December (How are we handicapping this?) - All of a sudden the parade of Fed speakers - all seem a bit more dovish. Meanwhile - President Donald Trump on Friday rolled back tariffs on more than 200 food products, including such staples as coffee, beef, bananas and orange juice, in the face of growing angst among American consumers about the high cost of groceries. - oranges, acai berries and paprika to cocoa, chemicals used in food production, fertilizers and even communion wafers. Quantum Stocks GOOD NEWS! - NO Recession risk! - Bessent says inflation due to services economy, not tariffs - Treasury secretary says Republicans should end filibuster in event of another shutdown - Bessent says administration working to lower prices where it can - Banking and insurance,  Software development and cloud services, Tourism, Restaurants and hospitality , Professional services (law, accounting, consulting) Rigging it - NEC Director Kevin Hassett emerges as frontrunner for Fed Chair as President Trump nears decision, according to Bloomberg Weird News - Buried in the NVDA earnings report - Remember back in September, the two companies announced a massive partnership that would include a $100 billion investment over time by Nvidia into OpenAI. - Nvidia said in its quarterly financial filing that there's no guarantee that the company will finalize an agreement with OpenAI. - Soooooo - is this all hot air???? More NVDA - Here we go. Another reversal - President Donald Trump will make a final decision on whether to allow Nvidia Corp. to sell advanced artificial intelligence chips to China. - The decision involves weighing the promotion of economic expansion against protecting national security, according to US Commerce Secretary Howard Lutnick. ------ Read that again - money versus national security - Allowing the sales would mark a significant easing of restrictions imposed in 2022 to prevent Beijing and its military from accessing the most powerful US technologies. Chip in question: H200 - Had some discussions about this - might as well as they will just get it on their own and this way we can control. (On the other hand, they have a long history of outsmarting us) EVEN MORE - NVIDIA issues memo to CNBC: The company said "We are not aware of any claims that NVDA has improperly capitalized operating expenses. Several commentators allege that customers have overstated earnings by extending GPU depreciation schedules beyond economic useful life" | - The tip of the Iceberg - this is what Michael Burry has been pressing..... HPQ Earnings - HP Inc. beats by $0.01, reports revs in-line; guides Q1 EPS in-line; guides FY26 EPS below consensus; increases dividend; announces company-wide initiative, includes job cuts - Stock down 6% Amazon - The Spend keeps going... - Amazon.com Inc. says it will spend as much as $50 billion expanding its capacity to provide artificial intelligence and high-performance computing services to US government entities. - Amazon Web Services plans to break ground next year on what will ultimately be 1.3 gigawatts of additional capacity across data centers designed for federal agencies, the company said in a blog post on Monday. Google/Berkshire - Berkshire Hathaway revealed a $4.3 billion stake in Google parent Alphabet (GOOGL.O), further reduced its stake in Apple - Google on a ramp since - new Gemini and... - Meta Platforms Inc. is in talks to spend billions on Google's AI chips, adding to a months long share rally as the search giant has made the case it can rival Nvidia Corp. as a leader in artificial intelligence technology. - Meta is in discussions to use the Google chips — known as tensor processing units, or TPUs — in data centers in 2027, and may rent chips from Google's cloud division next year. - Really smart people at Berkshire? What did they know? NASDAQ 100 - Uninvestable? - Top 10 stocks are over 70% weighting - SP500 top 10 stocks = 38% - This is not a diversified approach any longer - Coming up on next week's TDI Podcast - Howard Silverblatt - S&P Dow Jones - Keeper of the data Something They Don't Want You To Know - “Magnificent 7” Companies Reported Lowest Earnings Growth Since Q1 2023 - With NVIDIA reporting actual results for Q3 on November 19, all the companies in the “Magnificent 7” have now reported earnings for the third quarter. - “Magnificent 7” companies reported actual earnings growth of 18.4% for the third quarter. This earnings growth rate is below the average earnings growth rate of 28.8% for these seven companies over the previous four quarters. Novo Nordisk - Pummeled - Shares of Novo Nordisk on Monday fell to a four-year low after the Danish pharmaceutical company said a highly anticipated trial for Alzheimer's disease failed to meet its main goal. - The trial tested whether semaglutide — the active ingredient in Novo's blockbuster diabetes and weight loss drugs Ozempic and Wegovy — helped slow progression for Alzheimer's disease. -While treatment with semaglutide resulted in improvement of Alzheimer's disease-related biomarkers in two separate trials, this did not translate into a delay of disease progression, Novo said in a statement Monday. The goal had been to slow patients' cognitive decline by at least 20%. - Reminiscent of Pfizer - after Covid shot had noting left... Bitcoin - Live by the sword.... - iShares Bitcoin Trust had $2.2 billion in net outflows in November, according to WSJ - Big month of losses for crypto - not too much mention and support by Whitehouse - Selling started - coincidentally with  the pardon of Changpeng Zhao, the convicted founder of the Binance Remember DOGE - DOGE disbanded eight months ahead of scheduled end in July 2026 - Former DOGE employees take new roles in administration - Elon Musk initially led DOGE, promoting its work on social media - bagged out when stock tanked - DOGE claimed to have slashed tens of billions of dollars in expenditures, but it was impossible for outside financial experts to verify that because the unit did not provide detailed public accounting of its work. Walmart - Walmart raised its sales and earnings outlook last week as the retailer posted revenue gains in its fiscal third quarter, driven by double-digit e-commerce growth and new customers across incomes. - The retailer said it expects full-year net sales to climb between 4.8% and 5.1%, up from its previous expectations of 3.75% to 4.75%. - It said it expects its adjusted earnings per share to range from $2.58 to $2.63, a slight raise from its prior range of $2.52 to $2.62. - Stock went vertical ---- - Much different story than Target - WMT up 16% YTD - TGT down 37% Beef Prices - Not Going Down - Tyson Foods stock rallying on Monday following the company's official confirmation that it will shutter its Lexington, Nebraska, beef facility, a strategic move that validates earlier reporting by The Wall Street Journal. - The decision comes as the meat and poultry giant grapples with historically low U.S. cattle inventories, which have severely compressed margins and led to a reported $426 mln adjusted operating loss for its beef segment in FY25.| - Seems that investors like this decisive cost-cutting measure, viewing the capacity reduction as a necessary step toward restoring profitability in a challenging commodity environment. Japan - Japanese Prime Minister Sanae Takaichi's cabinet approved a 21.3 trillion yen ($135.40 billion) economic stimulus package last Friday, marking the first major policy initiative under the new leader, who has pledged to pursue expansionary fiscal measures. - The package includes general account outlays of 17.7 trillion yen, far exceeding the previous year's 13.9 trillion yen and representing the largest stimulus since the COVID pandemic. It will also include 2.7 trillion yen in tax cuts. - Problem is that the Yen is sliding and intervention is imminent - Inflation issue and they will make it worse with this stimulus Larry Summers? - Epstein Files - IS there any There , There? Talk about a 50 Year Mortgage? - Such a bad idea  - and these boneheads think it is smart - 30-Year Mortgage Monthly Payment: $1,610.46 Total Payment: $579,767.35 Total Interest Paid: $279,767.35 - 50-Year Mortgage Monthly Payment: $1,362.42 Total Payment: $817,449.78 Total Interest Paid: $517,449.78 Thanksgiving Costs 2025 National Average (American Farm Bureau Survey) - 2025: $55.18 for a classic dinner for 10 people (about $5.52 per person) - 2024: $58.08 for the same meal - Change: Down 5% year-over-year This is the third consecutive annual decline since the record high of $64.05 in 2022. Key Drivers Turkey prices dropped sharply: A 16-pound frozen turkey averages $21.50, down 16% from 2024. Sides are mixed: Dinner rolls and stuffing are cheaper (down 14.6% and 9%). Sweet potatoes and veggie trays are much higher (up 37% and 61%). Regional Differences South: $50.01 (most affordable) West: $61.75 (most expensive) Classic Meal for 10 ($55???????) 16-pound turkey (frozen, whole) Stuffing mix (14 ounces) Sweet potatoes (3 pounds) Rolls (12-count package) Peas (1 pound) Cranberries (12 ounces) Carrots and celery (for a veggie tray) Pumpkin pie mix (30 ounces) Pie shells (two, 9-inch) Whipping cream (half pint) Milk (1 gallon) - Love the Show? Then how about a Donation? THE CTP FOR: iShares Bitcoin Trust ETF (IBIT) Winners will be getting great stuff like the new "OFFICIAL" DHUnplugged Shirt! FED AND CRYPTO LIMERICKS See this week's stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter

Global Market Insights - Forex, Futures, Stocks
Dollar slides as December Fed cut becomes more likely

Global Market Insights - Forex, Futures, Stocks

Play Episode Listen Later Nov 26, 2025 4:38


Send us a textUS PPI and retail sales data push December rate cut odds  upto 76%. Pound traders eagerly awaiting the UK Autumn budgetannouncement. Yen on intervention watch; Kiwi rallies as RBNZ signals nomore cuts. Wall Street celebrates dovish Fed bets, oil slides on Ukrainedeal.Risk Warning: Our services involve a significant risk and can result in the loss of your invested capital. *T&Cs apply.Please consider our Risk Disclosure: https://www.xm.com/goto/risk/enRisk warning is correct at the time of publication and may change. Please check our Risk Disclosure for an up to date risk warningReceive your daily market and forex news analysis directly from experienced forex and market news analysts! Tune in here to stay updated on a daily basis: https://www.xm.com/weekly-forex-review-and-outlookIn-depth forex news analysis on all major currencies, such as EUR/USD, USD/JPY, GBP/USD, USD/CHF, USD/CAD, AUD/USD

Beyond Markets
Sanaenomics and a new era for Japan's economy

Beyond Markets

Play Episode Listen Later Nov 25, 2025 17:05


Japan is undergoing a profound economic transformation under its first female Prime Minister, Sanae Takaichi, whose growth-focused "Sanaenomics" policy drives investment in critical areas such as infrastructure, tech and energy. After decades of deflation, inflation has reached 2.9%, supported by a robust 5% wage growth, boosting consumption and corporate earnings.In this episode, Ayako Lehmann speaks with Louis Chua, Asia equity research analyst at Julius Baer, about the investment landscape for Japan, against a backdrop of structural corporate reforms, strengthening earnings, and rising shareholder returns, and explores the opportunities and risks to watch ahead.(01:25) - What can we expect from Sanae Takaichi's agenda? (02:25) - Japan's shifting economic landscape (03:40) - Green shoots in Japan corporate reform (05:21) - Growing influence of activist investors (06:50) - Takeaways from Q3 earnings (08:39) - Diverging paths between small and large caps (10:17) - How does the weakening Yen impact Japanese businesses? (11:31) - Risks to watch (13:33) - Rising Japanese bond yields – a cause for concern? (15:07) - Are Japanese bonds finally attractive for international investors?

Onyx and the World of Oil Derivatives
Meltdown! Markets Rattle as Crypto Crashes, AI Stocks Slammed | Macro Mondays

Onyx and the World of Oil Derivatives

Play Episode Listen Later Nov 24, 2025 28:39


In this week's Macro Mondays, Lisa Aziz joins James Brodie and James Todd to break down the key macro trends driving global markets. With US labour data showing early signs of strain, unemployment rising, and consumer confidence sinking to its lowest levels since 2022, recession risk is moving sharply higher.AI-linked equities face renewed volatility as NVIDIA's blockbuster earnings failed to lift markets, triggering a multi-asset liquidation event. UK data softens further ahead of a critical budget, while currency markets rotate back into dollar strength. Commodities remain mixed—gold clings to key support, copper holds firm, uranium unwinds, and Brent struggles as geopolitical risks collide with weakening macro signals.Key highlights include:✅ US unemployment ticks higher; weekly jobless claims exceed expectations✅ Michigan consumer confidence falls to the second-weakest level since 1990✅ Inflation re-accelerates to 3% YoY, complicating the Fed's December meeting✅ UK retail sales disappoint; PMIs weaken; budget deficit widens✅ Pound breaks key support as UK sentiment deteriorates✅ NVIDIA beats expectations but triggers heavy tech liquidation✅ SPX, AI stocks & leveraged tech positions unwind sharply✅ Oracle CDS jumps as markets question AI-linked debt loads✅ Gold holds support; copper resilient despite broader volatility✅ Uranium sells off as power-demand assumptions face scrutiny✅ Bitcoin drops 24% in November — worst month since June 2022✅ Markets price a 77% chance of a Fed cut on December 10

The Disciplined Investor
TDI Podcast: Bearish Revelations (#948)

The Disciplined Investor

Play Episode Listen Later Nov 23, 2025 56:47


We got numbers! NVIDIA EARNINGS – now we know – remarkable turnaround on the news. Yen at critical levels – global markets should be on alert. This week’s guest – Tim Knight – a self proclaimed Permabear. NEW! Download the AI Generated Show Notes (Guest Segment) Tim Knight has been charting and trading since 1987. His first stock trade was, in fact, on October 19, 1987 – the day of the crash – which perhaps goes a long way explaining his disposition toward bearishness. He has been involved in personal computers since late 1979 and, starting at age 16, began writing a couple dozen books about using and programming computers. His most recent writing has been focused on charting and the history of financial markets, including his newest books, Panic, Prosperity, and Progress, and, more recently, Silicon Valley Babble On and Solid State, his first novel. He has been running Slope since March 29 2005 and has, during that time, written more than 30,000 posts on the site. In 1992 Knight founded Prophet, a web-based technical analysis company that was acquired by Investools (and, later, Ameritrade) in January 2005. Tim served as Senior Vice President of Technology for Investools from 2005 through 2010. Both Barron's & Forbes consistently named Prophet the #1 website for technical analysis. Besides running the Slope of Hope, Tim also hosts a daily show on the tastylive network, Trading Charts with Tim Knight. You can find Sam Burns & Mill Street Research at https://slopeofhope.com/ and on Twitter at @slopeofhope. Check this out and find out more at: http://www.interactivebrokers.com/ Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy – HERE Stocks mentioned in this episode: (NVDA), (GLD), (BTCUSD), (MSFT), ($YEN)

Roose366
Demon Slayer: Infinity Castle Makes Box Office History!!

Roose366

Play Episode Listen Later Nov 23, 2025 5:24


Since its release, Demon Slayer: Kimetsu no Yaiba: The Movie - Infinity Castle has become the highest-grossing Japanese movie of all time. With this in mind, there's one milestone fans of the biggest and most successful modern Shonen battle anime have been hoping it would reach: becoming the first anime movie ever to gross over one billion dollars.Demon Slayer: Infinity Castle has broken records at the box office, but not in the way fans had hoped. Per Oricon, the sequel to 2020's Mugen Train has officiallybecome the first-ever Japanese film to gross over 100 billion Yen, or 647 million dollars, at the global box office. Specifically, Infinity Castle has grossed approximately 106 billion Yen, or 688 million dollars.Support The Podcast!⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://creators.spotify.com/pod/show/roose366/subscribe⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Follow For More Content &Streams!Science Podcast: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://open.spotify.com/show/5nFXe9dPeWrMpyObyAlrnF?si=7358d1cf32cb45b7⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Youtube Gaming: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.youtube.com/@RooseJp/videos⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Tiktok: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.tiktok.com/@podcastonanime⁠⁠⁠⁠⁠

Global Market Insights - Forex, Futures, Stocks
US jobs data paint mixed picture, Katayama talks intervention

Global Market Insights - Forex, Futures, Stocks

Play Episode Listen Later Nov 21, 2025 4:25


Send us a textNFP beats estimates, but unemployment rate rises. Dollar retreats as Dec.Fed cut chance increases slightly. Yen rebounds after Katayama mentionspossibility of intervention. Wall Street slips as Fed officials worry aboutasset valuations.Risk Warning: Our services involve a significant risk and can result in the loss of your invested capital. *T&Cs apply.Please consider our Risk Disclosure: https://www.xm.com/goto/risk/enRisk warning is correct at the time of publication and may change. Please check our Risk Disclosure for an up to date risk warningReceive your daily market and forex news analysis directly from experienced forex and market news analysts! Tune in here to stay updated on a daily basis: https://www.xm.com/weekly-forex-review-and-outlookIn-depth forex news analysis on all major currencies, such as EUR/USD, USD/JPY, GBP/USD, USD/CHF, USD/CAD, AUD/USD

Global Market Insights - Forex, Futures, Stocks
Dollar gains ahead of shutdown-delayed NFP, yen slumps

Global Market Insights - Forex, Futures, Stocks

Play Episode Listen Later Nov 20, 2025 4:34


Send us a textFed minutes weigh on December Fed rate cut chance. Traders lock gazeon September US jobs data. Yen extends losses as intervention seemsless imminent. Wall Street cheers Nvidia's earnings results.Risk Warning: Our services involve a significant risk and can result in the loss of your invested capital. *T&Cs apply.Please consider our Risk Disclosure: https://www.xm.com/goto/risk/enRisk warning is correct at the time of publication and may change. Please check our Risk Disclosure for an up to date risk warningReceive your daily market and forex news analysis directly from experienced forex and market news analysts! Tune in here to stay updated on a daily basis: https://www.xm.com/weekly-forex-review-and-outlookIn-depth forex news analysis on all major currencies, such as EUR/USD, USD/JPY, GBP/USD, USD/CHF, USD/CAD, AUD/USD

Global Market Insights - Forex, Futures, Stocks
Risk markets struggle as focus shifts to US data and Nvidia earnings

Global Market Insights - Forex, Futures, Stocks

Play Episode Listen Later Nov 18, 2025 4:49


Send us a textStocks' sell-off continues, cryptos feel the brunt while gold also suffers. Dented December Fed rate cut expectations play a key role. Nvidia earnings and data releases could turn the tide around. Yen remains under pressure amidst stimulus talks.Risk Warning: Our services involve a significant risk and can result in the loss of your invested capital. *T&Cs apply.Please consider our Risk Disclosure: https://www.xm.com/goto/risk/enRisk warning is correct at the time of publication and may change. Please check our Risk Disclosure for an up to date risk warningReceive your daily market and forex news analysis directly from experienced forex and market news analysts! Tune in here to stay updated on a daily basis: https://www.xm.com/weekly-forex-review-and-outlookIn-depth forex news analysis on all major currencies, such as EUR/USD, USD/JPY, GBP/USD, USD/CHF, USD/CAD, AUD/USD

Tech Path Podcast
Japan Declares Crypto War on China

Tech Path Podcast

Play Episode Listen Later Nov 17, 2025 17:05 Transcription Available


Japan is putting together one of its most significant updates to crypto regulation in years. The government is preparing to reclassify digital assets under financial-instrument rules and lower the tax burden for investors across the country. Meanwhile, Trump is targeting Ripple rival bank JP Morgan who is allegedly partnering with China to spy on Americans.~This episode is sponsored by Mevolaxy~Boost your crypto with Mevolaxy ➜ https://bit.ly/Mevolaxy00:00 intro00:05 Japan vs China00:37 Taiwan Tensions Rise01:28 $110 Billion Stimulus Incoming01:59 Alibaba x JP Morgan: Triggers Trump Investigation03:23 Trump Targeting JP Morgan04:24 Japan Lowering Taxes on Crypto04:50 Crypto Green List05:35 Japan Loves $SHIB06:30 Sponsor: Mevolaxy09:00 Japan Stablecoin Launched10:19 Polygon & Avalanche10:43 Ripple $RLUSD Japan in 202611:18 Japan Sony Gaming12:00 Soneium Super App12:39 Soneium Flips Ethereum13:04 China CBDC vs Stablecoins14:09 Ethereum Fusaka Upgrade14:39 More Upgrades Coming in 202615:25 Why Japan Loves Ethereum16:07 Major Announcement Tomorrow16:41 outro#Crypto #Ethereum #XRP~Japan Declares Crypto War on China

The Business Times Podcasts
S2E412: Ringgit near four-year high, Japanese yen, Korean won near record lows, ST Engineering revenue jumps

The Business Times Podcasts

Play Episode Listen Later Nov 13, 2025 2:48


Market news for November 13, 2025: Asian stocks stutter with focus on Fed, tech after US reopen vote; Yen dips to record low against euro; Ringgit strength, robust spending set stage for Malaysia’s strongest quarterly growth in 2025; ST Engineering shares jump as much as 4.2% on revenue increase, special dividend. Synopsis: Market Focus Daily is a closing bell roundup by The Business Times that looks at the day’s market movements and news from Singapore and the region. Written and hosted by: Emily Liu (emilyliu@sph.com.sg) Produced and edited by: Chai Pei Chieh & Claressa Monteiro Produced by: BT Podcasts, The Business Times, SPH Media --- Follow Market Focus Daily and rate us on: Channel: bt.sg/btmktfocus Amazon: bt.sg/mfam Apple Podcasts: bt.sg/mfap Spotify: bt.sg/mfsp YouTube Music: bt.sg/mfyt Website: bt.sg/mktfocus Feedback to: btpodcasts@sph.com.sg Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party’s products and services. Please consult professional advisors for independent advice. Discover more BT podcast series: BT Money Hacks at: bt.sg/btmoneyhacks BT Correspondents at: bt.sg/btcobt BT Podcasts at: bt.sg/podcasts BT Lens On: bt.sg/btlensonSee omnystudio.com/listener for privacy information.

Whiskey with Witcher
Vamping it Up

Whiskey with Witcher

Play Episode Listen Later Nov 12, 2025 116:08


Season 4's sophomore episode features some thieving Rats, a wandering Yen and a totally normal, not at all strange barber surgeon named Regis. Played by a scene-stealing Laurence Fishburne, Regis is also a home distiller and the reason we sought out a bottle of the gothic af Von Payne Black Blended Whiskey to pair this one with. (The fact that it also looks a little bit like blood is just a coincidence, we swear.) While we both agree that the newest member of Geralt's hansa is a delight, we're not at all aligned when it comes to choosing our favorite member of the Rats, deciding whether someone should give Jaskier a sword and counting up this week's “Hmms.” But we're still both very confused about what's going on with Geralt's pants, so at least there's that. Track: Johann Sebastian Bach - Toccata and Fugue in Dm, BWV 565 Provided by Classical Music Copyright Free [https://tinyurl.com/visit-cmcf] Watch: https://youtu.be/jTN6ibiJ9bA?si=I_JwpFii-e_OtGDD

Whiskey with Witcher
G'day to Our New Geralt

Whiskey with Witcher

Play Episode Listen Later Nov 5, 2025 120:46


Season 4 has finally arrived and we're welcoming it back in grand style with this look at its first episode—the good (hello, Liam…), the bad (…and Nimue…), and the WTF (…uh, Keira?!?). Over a bottle of Starward Two-Fold, Tim proudly redeclares his love for Milva, while Valerie finds much to appreciate in new character Stefan Skellen…even if she keeps getting him mixed up with Stellan Skarsgård. We also debate the merits of blood splatters, get to the bottom of Yen's portaling problem and settle the question about which actor looks better in Geralt's wig. Plus, we bring back our “hmm” count, elaborate on some book differences and shoot some terrible banana liqueur that haunts our nightmares to this day. In short, it's a truly generous pour of an episode…and we're just getting started! Hold music: "Local Forecast - Slower" by Kevin MacLeod

Börsenradio to go Marktbericht
Börsenradio Schlussbericht, Mi., 05.11.2025: KI-Euphorie trotzt Zinsängsten, DAX über 24.000

Börsenradio to go Marktbericht

Play Episode Listen Later Nov 5, 2025 22:38 Transcription Available


Nach einem bewegungsreichen Verlauf schließt der Markt freundlich: Der DAX gewinnt 0,4 % auf 24.050 Punkte. Rückenwind kam am Nachmittag von ADP-Daten: Die US-Privatbeschäftigung stieg im Oktober um 42.000 Stellen und stabilisierte die Stimmung. An der Wall Street bleibt Tech gemischt: AMD schwächer nach vorsichtigem Ausblick, Nvidia leicht im Minus, Intel erholt. Defensive Werte wie "McDonald's" legen zu. Absicherung ist ebenfalls Thema: Gold steigt um rund 1 % auf 3.976 USD. Im Fokus der Firmen: Vonovia zurück in der Gewinnzone mit 3,4 Mrd. Euro unterm Strich. Fresenius hebt dank starkem Q3 bei Kabi die Jahresziele an, das bereinigte EBIT soll nun um 4-8 % wachsen; Q3-EBIT 574 Mio. Euro. BMW verdreifacht den Nettogewinn auf 1,7 Mrd. Euro und erreicht 5,2 % Auto-EBIT-Marge. Volkswagen kündigt einen eigenen Chip für autonomes Fahren in China an. Evotec verkauft die Anlage in Toulouse an Sandoz, potenziell >650 Mio. USD Zufluss. Novo Nordisk senkt erneut die Jahresziele. Toyota meldet ein operatives Ergebnis von 840 Mrd. Yen und bleibt wegen Zöllen belastet. Aixtron profitiert von KI-Fantasie und einer Hochstufung.

DENNIS ANYONE? with Dennis Hensley
Filmmaker Yen Tan (All That We Love): "Just Be Grateful That You're Still Doing It"

DENNIS ANYONE? with Dennis Hensley

Play Episode Listen Later Nov 4, 2025 70:36


Dennis is joined by filmmaker Yen Tan whose latest movie All That We Love starring Margaret Cho and Jessie Tyler Ferguson is opening Outfest Next this week and hitting cinemas and streaming soon after. The film is about a woman in midlife who loses her dog and how she carries on after that loss and how she manages the relationships in her life, including her grown daughter, gay best friend and estranged ex-husband. Yen talks about the real life experiences that inspired the film, shooting in Los Angeles after making most of his previous projects like Ciao, 1985 and Pit Stop in Texas. Other topics include: his movie poster design side hustle, having an Evil Dead full-circle moment on set and watching Showgirls over and over during the pandemic.

Global Market Insights - Forex, Futures, Stocks
Dollar traders lock gaze on private data

Global Market Insights - Forex, Futures, Stocks

Play Episode Listen Later Nov 3, 2025 4:26


Send us a textDollar extends gains following hawkish Fed decision. Amid ongoing US shutdown, ADP and ISM reports enter the spotlight. Yen and pound stay wounded due to dovish BoJ and BoE bets. Stocks gain, gold rebounds, oil opens with positive gap on OPEC decision.Risk Warning: Our services involve a significant risk and can result in the loss of your invested capital. *T&Cs apply.Please consider our Risk Disclosure: https://www.xm.com/goto/risk/enRisk warning is correct at the time of publication and may change. Please check our Risk Disclosure for an up to date risk warningReceive your daily market and forex news analysis directly from experienced forex and market news analysts! Tune in here to stay updated on a daily basis: https://www.xm.com/weekly-forex-review-and-outlookIn-depth forex news analysis on all major currencies, such as EUR/USD, USD/JPY, GBP/USD, USD/CHF, USD/CAD, AUD/USD

Global Market Insights - Forex, Futures, Stocks
Fed's Powell says December cut is not a done deal

Global Market Insights - Forex, Futures, Stocks

Play Episode Listen Later Oct 30, 2025 5:20


Send us a textFed cuts interest rates, Powell pushes back on December cut bets. Yen falls as BoJ stands pat, highlights risks to economic outlook. ECB expected to remain on hold as traders believe the job is done. Wall Street hits record highs, futures flat after Trump-Xi deal.Risk Warning: Our services involve a significant risk and can result in the loss of your invested capital. *T&Cs apply.Please consider our Risk Disclosure: https://www.xm.com/goto/risk/enRisk warning is correct at the time of publication and may change. Please check our Risk Disclosure for an up to date risk warningReceive your daily market and forex news analysis directly from experienced forex and market news analysts! Tune in here to stay updated on a daily basis: https://www.xm.com/weekly-forex-review-and-outlookIn-depth forex news analysis on all major currencies, such as EUR/USD, USD/JPY, GBP/USD, USD/CHF, USD/CAD, AUD/USD

Andalucía Informativos
Informativo Cádiz 27/10/25

Andalucía Informativos

Play Episode Listen Later Oct 27, 2025 15:34


Hasta las 9 de la mañana sigue activo el aviso amarillo en el litoral gaditano por tormentas. Tras cruceros coinciden hoy en el puerto de Cádiz, serán 14 a lo largo de la semana. Y los mercados de Cádiz celebran hoy la fiesta de "Tosantos".Yen "Crónicas gustativas", nos acercamos a Sanlúcar para conocer el vino espumoso con uva Palomino de Bodega en Movimiento.Escuchar audio

En pistes, contemporains !
Qigang Chen : "Er Huang" - Shao-Chia Lü, Chun-Chieh Yen et l'Orchestre philharmonique de Taïwan

En pistes, contemporains !

Play Episode Listen Later Oct 26, 2025 15:39


durée : 00:15:39 - Qigang Chen : "Er Huang" - Shao-Chia Lü, Chun-Chieh Yen et l'Orchestre philharmonique de Taïwan - Né à Shanghai, élève d'Olivier Messiaen et Betsy Jolas, Qigang Chen est devenu l'un des plus éminents compositeurs de son pays de naissance. Commandée par le Carnegie Hall et créée en 2009, sa pièce "Er Huang" rend hommage aux opéras pékinois que le compositeur a voulu remettre à l'honneur. Vous aimez ce podcast ? Pour écouter tous les autres épisodes sans limite, rendez-vous sur Radio France.

Carrefour de la création
Qigang Chen : "Er Huang" - Shao-Chia Lü, Chun-Chieh Yen et l'Orchestre philharmonique de Taïwan

Carrefour de la création

Play Episode Listen Later Oct 26, 2025 15:39


durée : 00:15:39 - Qigang Chen : "Er Huang" - Shao-Chia Lü, Chun-Chieh Yen et l'Orchestre philharmonique de Taïwan - Né à Shanghai, élève d'Olivier Messiaen et Betsy Jolas, Qigang Chen est devenu l'un des plus éminents compositeurs de son pays de naissance. Commandée par le Carnegie Hall et créée en 2009, sa pièce "Er Huang" rend hommage aux opéras pékinois que le compositeur a voulu remettre à l'honneur. Vous aimez ce podcast ? Pour écouter tous les autres épisodes sans limite, rendez-vous sur Radio France.

La Martingale
#287 - Quand la devise décide de vos gains - Kévin Thozet

La Martingale

Play Episode Listen Later Oct 16, 2025 62:04


Le sujet : Vous investissez massivement dans des ETF et des actions américaines sans vous soucier du risque de change ? Erreur fatale. Découvrez pourquoi vos gains peuvent s'évaporer à cause du change et comment vous en protéger.L'invité du jour :Kévin Thozet est Portfolio Advisor et membre du Comité d'investissement chez Carmignac.Au micro de Matthieu Stefani, il explique comment gérer ses investissements lorsque le dollar se dévalorise.Découvrez :Les chiffres fous du marché des devisesPourquoi le dollar est en chute libre en 2025Pourquoi vous perdez de l'argent avec vos investissements américainsComment se protéger face au risque de changePourquoi le yen est une devise à suivre de prèsIls citent les références suivantes :L'indice Big MacAinsi que d'anciens épisodes de La Martingale :Épisode #122 avec Maxime Carmignac : Investir dans des entreprises familialesOn vous souhaite une très bonne écoute ! C'est par ici si vous préférez Apple Podcasts, ou ici si vous préférez Spotify.Et pour recevoir toutes les actus et des recommandations exclusives, abonnez-vous à la newsletter, c'est par ici.La Martingale est un podcast du label Orso Media.Merci à notre partenaire Enky de soutenir le podcast.Bénéficiez de 100€ à 300€ crédités selon le montant investi en cliquant sur ce lien.Hébergé par Audiomeans. Visitez audiomeans.fr/politique-de-confidentialite pour plus d'informations.

TD Ameritrade Network
Fed Narrows Chair Candidates, Shutdown Continued Into Earnings Season

TD Ameritrade Network

Play Episode Listen Later Oct 10, 2025 5:21


The dollar's lower as the Yen moves up, all while yields tick higher on comments highlighting a weaker U.S. labor market. Kevin Hincks reports from the Cboe Global Markets to highlight under-the-radar market moves to watch ahead of Friday's opening bell. On the FOMC, Kevin talks about how it is narrowing the list of candidates to take over Jerome Powell's position. Among the names included: Kevin Hassett, Michelle Bowman, and Christopher Waller. He also touches on what to watch into the start of earnings season next week.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

C.O.B. Tuesday
"The Value of Capacity Has Gone Parabolic" Featuring Julien Dumoulin-Smith, Jefferies

C.O.B. Tuesday

Play Episode Listen Later Oct 8, 2025 65:15


Today we were thrilled to host Julien Dumoulin-Smith, Managing Director of U.S. Power, Utilities, and Clean Energy Research at Jefferies. Julien joined the firm in July 2024 after serving as a Senior Research Analyst at Bank of America Merrill Lynch and as an Executive Director at UBS. He holds an MBA and a B.S. in Applied Mathematics from Columbia University. Institutional Investor magazine has ranked Julien as a #1 double-ranked analyst in both Utilities and Alternative/Clean Energy, and he was inducted into the II Hall of Fame for his cumulative accomplishments. It was our pleasure to welcome Julien to our office and hear his thoughtful perspectives on the ever-evolving energy and power landscape. In our discussion, we explore Julien's coverage universe, which he describes as “the full electron and derivatives landscape” spanning utilities, IPPs, renewables, gas plants, industrial adjacencies, and service providers. We discuss the influx of new investors entering power and utilities, Julien's observation that the biggest surprise isn't data center proliferation, but rather how tech companies are paying premiums for power to secure supply, and how utilities once seen as “defensive” are now showing growth characteristics. We touch on the tension between tech companies' need for rapid, large-scale power and their reluctance to become capital-intensive or FERC-regulated, why we're not seeing more long-term offtakes with existing power plants and how state level politics play into it, and how legacy players, new entrants, and regulators are all adapting to a power market being reshaped by AI demand, infrastructure bottlenecks, and novel deal structures. Julien shares that rising inflation across the economy is showing up in utility bills and expresses concern that LNG developers or data centers could be scapegoated for higher gas and power prices. He highlights the parabolic rise in the value of capacity and reliability, the drivers of power inflation including turbine shortages and rising capital costs, whether utilities are properly incentivized to control costs, the role of demand-response mechanisms, and how regulatory and state-level actions are shaping markets. We cover power market scenarios for high and low demand cases, the role of innovation in batteries, fuel cells, and other technologies, and the tension between patching existing systems versus building large-scale infrastructure. We also discuss constraints on ramping renewables, the growing influence of behind-the-meter power, implications for Q3 earnings, and much more. We covered a lot of territory and greatly enjoyed the conversation. To be added to Julien's research distribution list, click here. To start the show, Mike Bradley noted that markets continue to be mostly focused on the U.S. Government shutdown. The 10-year bond yield continues to trade sideways at ~4.1% with economic reports on pause until the government reopens. Internationally, Japan's Liberal Democratic Party elected Sanae Takaichi (who is viewed as fiscally expansionary), which some believe increases the risk of an unwind of the long-standing Yen carry trade. The S&P 500 is up roughly 80bps since the government shutdown, with Healthcare and Technology outperforming. He highlighted AMD's chip deal with OpenAI, which added roughly $70B in market cap, and Oracle's pullback on AI cloud margin concerns. On the crude oil market front, WTI price has increased modestly this week due to OPEC+ announcing a smaller than expected ~135kbpd oil production increase for November. While this could widen the 2026 surplus, traders are weighing when and how prices might react amid limited OPEC spare capacity. On the energy equity front, he pointed out FERMI America's strong IPO debut and continued investor enthusiasm for electricity generation. He ended by flagging the upcoming Rockpoint Gas Storage IPO (280bcf in Canada &

Beurswatch | BNR
'Grootste financiële luchtkasteel uit geschiedenis' maar geld verdienen? Ho maar

Beurswatch | BNR

Play Episode Listen Later Oct 7, 2025 23:20


Onze gast heeft zijn mening wel klaar over dat vermeende AI-bubbeltje waar men wijdverspreid over spreekt. 4 miljard euro aan omzet, 8 miljard dollar verlies dit eerste half jaar. Maar ondertussen alvast een biljoen dollar aan deals de hoogoven in smijten. Dát maakt OpenAI een luchtkasteel, zegt hij. Maar ja: het is nou ook weer niet zo dat er niks is gepresenteerd op die developer day die het bedrijf van Sam Altman hield. Spotify aansturen met je stemgedreven chatbot, -eindelijk- die afspraken je agenda in spreken, een stuurprogramma voor camera's maken met puur je stem, ja, zelfs 'apps voor volwassenen' (kuch) zouden binnenkort mogelijk zijn als OpenAI even zijn leeftijdsverificatie op orde krijgt. Okay, alle apps en alles op het internet moet dus langs ChatGPT, vindt Sam. En iedereen moet ze programmeren met zijn AI-programma Codex. Maar waar zitten de verdienmodellen voor al deze foefjes? En wie wíl dat eigenlijk? Verder bespreken we opkomende markten. Want met een dalende dollar en overheidsschulden die van Washington tot Parijs tot Tokyo de lucht in schieten, kijken beleggers niet alleen naar goud (nieuw recordje vandaag) maar ook naar opkomende markten. De MSCI index, met al dat moois buiten je ontwikkelde economieën, steeg met 28 procent dit jaar. Arend Jan heeft dubbel pijn: hij gaf wel het advies erin te beleggen, maar liet het zelf na. Tot slot een excuus. We hebben het weer over Tesla gehad. Daar was dan ook wel reden voor, na al dat sluikse gedoe op X gisteren en de zogeheten grote aankondiging van vandaag. Want tja: een goedkope model Y, stut dat niet enkel de verkoop die wegvalt nu de belastingvoordeeltjes in de VS wegvallen? En hoe kán het eigenlijk dat een dalende verkoop wordt beloond met nieuwe all-time highs? AJ surfte lekker mee. Toch een beetje spanning.See omnystudio.com/listener for privacy information.

Beurswatch | BNR
Ziel, gezin, nier: AMD geeft álles weg voor een 'deal' met OpenAI

Beurswatch | BNR

Play Episode Listen Later Oct 6, 2025 23:02


En die deal ziet er als volgt uit. OpenAI krijgt van AMD chips én aandelen. En daar staat tegenover: niks. Tenminste, zolang AMD niet presteert. Pas als de chips geleverd zijn, én het aandeel van AMD zo'n vier keer over de kop is gegaan, komt OpenAI met geld op de proppen. Is het het waard voor AMD om zo veel terrein weg te geven, puur om een plekje in het serverrack van OpenAI te krijgen? Dat hoor je in deze aflevering. Die deal brengt ook de nodige fronsen met zich mee. Het is namelijk nog geen twee weken geleden dat AMD's grootste concurrent, Nvidia, zelf miljarden in OpenAI investeerde. Indirect krijgt Nvidia dus zo een belang in een tegenstander. Belangenverstrengeling? Zoeken we uit. Verder hebben we het over Japan. Beleggers daar zijn dolblij met de vrouw die hun nieuwe premier moet worden. In Frankrijk zitten ze juist in de stress omdat er wéér een premier sneuvelt. En in Italië hebben ze hele andere problemen. Ze moeten misschien op zoek naar een nieuwe afzetmarkt voor hun pasta.See omnystudio.com/listener for privacy information.

Onyx and the World of Oil Derivatives
Recession Fears, Rate Cuts & Record Highs: Inside This Week's Market Chaos | Macro Mondays

Onyx and the World of Oil Derivatives

Play Episode Listen Later Oct 6, 2025 36:23


In this week's Macro Mondays, James Brodie, James Todd, and Spyridon Kokas, break down a week of record highs and rising uncertainty. Japan's new Prime Minister, Senae Takaichi, pledged sweeping stimulus, sending the Nikkei up nearly 5% and the Yen down 2%, as debt fears grew. In Europe, French Prime Minister Lecornu resigned after less than a month, driving Euro weakness and a sell-off in French bonds, now yielding above Italy's. U.S. data remains scarce amid the government shutdown, with consumer confidence plunging and UBS pegging recession odds at 90%. Gold surged to new all-time high alongside the S&P500, Nasdaq, NVIDIA, and Bitcoin, while silver, platinum and palladium also surged higher; however, Brent struggled near $65/bbl. Bitcoin hit fresh records as liquidity flooded risk assets. With Powell set to speak and four Fed cuts priced in, the team debates whether gold's relentless rally or the market's euphoria is telling the real macro story.

Nomura Podcasts
The Week Ahead – Connecting The Dots

Nomura Podcasts

Play Episode Listen Later Sep 19, 2025 23:31


Following the Fed's decision to cut by 25bp, we discuss why we now expect substantially more rate cuts in 2025-26, and the impact of the appointment of a new Fed chair in coming months. In Europe, we preview the on-hold decisions we expect from both Swiss National Bank and Riksbank next week. In Asia, we put a spotlight on Indonesia. In this episode, we also speak with Yusuke Miyairi, our G10 FX strategist, who explains why he sees USD/JPY lower in the near-term, amid the latest political developments in Japan. Chapters: US: 01:59, Europe: 10:23, Asia: 15:51, Japan: 17:24.

A Thousand Facets
Kayo Saito

A Thousand Facets

Play Episode Listen Later Sep 18, 2025 79:10


A thousand facets sits with Kayo Saito, they discuss her upbringing in Japan, her start on jewelry creating paper pieces and how she moved to metal and now lapidary! About: I really cherish the little wonders that nature throws our way.  It could be tender young leaves sprouting, the scent of opening buds, or decaying leaves curling up.  I design and make jewellery to reconnect us to nature. In my workshop, all the parts and elements are made by hand, making each piece unique. You can follow Yen on Instagram @kayosaitojewellery or her website https://www.kayosaito.com/ Please visit @athousandfacets on Instagram to see some of the work discussed in this episode. Music by @chris_keys__ Learn more about your ad choices. Visit podcastchoices.com/adchoices

Beurswatch | BNR
China speelt met Nvidia: een geopolitiek voetballetje van 4.3 biljoen dollar

Beurswatch | BNR

Play Episode Listen Later Sep 15, 2025 22:18


Apple en andere westerse bedrijven kennen het maar al te goed. Opeens worden je vrachtwagens in China dubbel zo vaak gecontroleerd. Xi Jinping zegt plotseling tegen de staatsmedia dat jouw bedrijf consumenten mishandelt. En de lokale regelgever? Die wil NU meer belasting zien! Het kan twee dingen betekenen: u moet op audiëntie komen bij de Chinese overheid en mag toezeggingen gaan doen, of u bent gedegradeerd tot pokerchip op de geopolitieke speeltafel. Het laatste overkomt Nvidia deze week. Want die overname van vijf jaar geleden die de Chinese regelgever allang goed had gekeurd? Die kan opeens niet meer door de beugel. We bespreken de gevolgen voor 's werelds grootste chipbedrijf. Han Dieperink van Aureus meldt terloops even dat die 15 procent van Chinese chipomzet die Nvidia aan de regering Trump mocht afdragen, op niks was gebaseerd. Minder nep is de nieuwe Europese concurrent voor Starlink. Elon Musk verslikte zich dit weekend twee keer in zijn koffie: net even de prijs van Tesla omhoog gekocht, ligt Starlink er opeens uit! En tot overmaat van ramp komen de Europese defensiebedrijven Thales, Leonardo en Airbus met een nieuwe Franse joint venture die gaat concurreren met zijn oppermachtige satellietbedrijf. Verder bespreken we opmerkelijke veranderingen op Wall Street. De nieuwe baas van beurswaakhond SEC wil eerst netjes blaffen voordat 'ie bijt. Volgens Paul Atkins is de SEC iets te vaak een sheriff geweest die je kop eraf knalt en dan pas vragen stelt. Goed nieuws voor de boeven dus. Tot slot doet Trump ook nog een duit in het zakje van de regelgeverij: het liefst stoppen we met die kwartaalcijfers. Veel te hijgerig, schrijft hij op Truth Social. Liever elk half jaar een teken van leven met wat cijfers. Jim Cramer is in elk geval al aan boord.See omnystudio.com/listener for privacy information.

A Thousand Facets
Yen Duong

A Thousand Facets

Play Episode Listen Later Sep 4, 2025 67:57


A thousand facets sits with Yen Duong before her showing at Goldsmith's fair week one, to talk about her experiences as a child, her love for art and how a visit to a science museum igniting the voice she has now. About: When I was 7 years old I experienced the eternal bond that jewellery can create with memories. My family and I were forced to flee our homeland of Vietnam as political refugees. We could take little with us on that perilous boat journey to Hong Kong and we chose our most precious possessions - family photos and jewellery which I've treasured ever since. To this day that jewellery connects me back with those childhood memories, loved ones and places for which I'm eternally grateful. That chapter of my life made me embrace the value of memories and the simple things in life. Maintaining that sense of joy and gratitude for the everyday lead to creating intricate, beautiful pieces from the raw materials around me and jewellery making became my creative outlet. At The Sir John Cass School of Art, London I learnt to push the boundaries of creativity and innovation with traditional skills. In the process of experimenting with structural complexity in movement, I developed the foundations for my Molecule Design Structure along with my creative expression. You can follow Yen on Instagram @yenjewellery or his website https://www.yenjewellery.com/ Please visit @athousandfacets on Instagram to see some of the work discussed in this episode. Music by @chris_keys__ Learn more about your ad choices. Visit podcastchoices.com/adchoices

DeHuff Uncensored
Kawhi and Clippers caught red handed | Worst con job ever, worked

DeHuff Uncensored

Play Episode Listen Later Sep 3, 2025 37:20


Brand new $1M luxury yacht tips over and sinks in Turkey, 15 minutes after launching. A woman in Japan lost millions of Yen - $6k U.S. - after being conned by a man claiming to be an astronaut. Google's autonomous ride service Waymo is coming to Denver. Kawhi Leonard and L.A. Clippers owner Steve Ballmer just got outed by Pablo Torre for fraudulent behavior to beat the NBA salary cap.

Video Game Newsroom Time Machine

Japan goes after arcades, Nintendo's Famicon gets its first licensee & Gamers come together online These stories and many more on this episode of the VGNRTM! This episode we will look back at the biggest stories in and around the video game industry in October 1984.  As always, we'll mostly be using magazine cover dates, and those are of course always a bit behind the actual events. Alex Smith of They Create Worlds is our cohost.  Check out his podcast here: https://www.theycreateworlds.com/ and order his book here: https://www.theycreateworlds.com/book Get us on your mobile device: Android:  https://www.google.com/podcasts?feed=aHR0cHM6Ly92aWRlb2dhbWVuZXdzcm9vbXRpbWVtYWNoaW5lLmxpYnN5bi5jb20vcnNz iOS:      https://podcasts.apple.com/de/podcast/video-game-newsroom-time-machine And if you like what we are doing here at the podcast, don't forget to like us on your podcasting app of choice, YouTube, and/or support us on patreon! https://www.patreon.com/VGNRTM Send comments on Mastodon @videogamenewsroomtimemachine@oldbytes.space Or twitter @videogamenewsr2 Or Instagram https://www.instagram.com/vgnrtm Or videogamenewsroomtimemachine@gmail.com Links: If you don't see all the links, find them here:     https://www.patreon.com/posts/137421899 7 Minutes in Heaven: Lazy Jones Video Version: https://www.patreon.com/posts/7-minutes-in-137421447     https://en.wikipedia.org/wiki/Lazy_Jones Corrections: September 1984 Ep - https://www.patreon.com/posts/september-1984-127470165 Ethan's fine site The History of How We Play: https://thehistoryofhowweplay.wordpress.com/     https://archive.org/details/atariincbusiness0000gold     http://jerrymomoda.com/universal-vs-nintendo-part-i-2/     https://www.patreon.com/posts/83174490/     https://www.filfre.net/2016/05/kit-williamss-golden-hare-part-1-the-contest/page_1big/     https://www.youtube.com/watch?v=1-Uz0LMbWpI         https://archive.org/details/zaprisefall00cohe/mode/2up      1944     Coinmen looking forward to VE Day     https://www.worldradiohistory.com/Archive-All-Music/Cash-Box/40s/44/CB-1944-10-03.pdf  pg. 1        https://www.worldradiohistory.com/Archive-All-Music/Cash-Box/40s/44/CB-1944-10-10.pdf pg. 3        https://www.ipdb.org/machine.cgi?id=2735         https://www.ipdb.org/machine.cgi?id=2736     https://www.worldradiohistory.com/Archive-All-Music/Cash-Box/40s/44/CB-1944-10-31.pdf   pg. 2     https://www.worldradiohistory.com/Archive-All-Music/Cash-Box/40s/44/CB-1944-10-10.pdf  pg. 2          https://www.worldradiohistory.com/Archive-All-Music/Cash-Box/40s/44/CB-1944-10-17.pdf   pg. 5 First National Electronics Conference held     https://www.nytimes.com/1944/10/06/archives/electronics-holds-postwar-promise-war-expansion-of-uses-aids-in.html?searchResultPosition=2 1954     Popular Electronics debuts     https://www.worldradiohistory.com/Archive-Poptronics/50s/54/Pop-1954-10.pdf    pg. 52 Von Neumann joins Atomic Energy Commission     https://www.nytimes.com/1954/10/24/archives/oppenheimer-friend-named-to-the-aec-von-neumann-gets-vacancy-on-aec.html?searchResultPosition=3        https://www.nytimes.com/1954/10/24/archives/von-neumann-had-key-hbomb-role-princeton-scientist-created.html?searchResultPosition=5 New York Magistrate resigns to head Comics Code Authority      https://www.nytimes.com/1954/10/02/archives/magistrate-resigns-murphy-to-draft-a-code-for-comic-magazine.html?searchResultPosition=4 1964     UNIVAC experiments with airflow computing     https://www.nytimes.com/1964/10/18/archives/new-digital-computer-introduced-by-univac.html?searchResultPosition=2 Big Tech hit by defense spending cuts     https://www.nytimes.com/1964/10/13/archives/watson-announces-ibm-profits-mark-for-third-quarter.html?searchResultPosition=65 Bowling gets computerized     https://www.worldradiohistory.com/Archive-Poptronics/60s/64/Pop-1964-10.pdf   pg. 46 1974     ASCII code extensions proposed     https://www.worldradiohistory.com/Archive-Poptronics/70s/1974/Poptronics-1974-10.pdf   pg. 26       https://www.aivosto.com/articles/charsets-7bit.html#body       Atari Debuts Touch Me     https://www.worldradiohistory.com/Archive-All-Music/Cash-Box/70s/1974/CB-1974-10-19.pdf   pg. 31 Sega sponsors video game tournament     https://www.worldradiohistory.com/Archive-All-Music/Cash-Box/70s/1974/CB-1974-10-26.pdf  pg. 45         https://segaretro.org/Sega_TV_Game-ki_Zenkoku_Contest     1984: Hasbro buys Milton Bradley     Toys Hobbies & Crafts, October 1984 Warner returns to profitability     "Posts $24.4 Million Profit Compared With Loss a Year Ago, The Associated Press October 23, 1984, Tuesday, AM cycle, Section: Business News" Atari Games Inc. established     Replay, October 1984, pg. 15      Jack is looking for cash     The second time around, Forbes, October 8, 1984, Section: COMPANIES; Pg. 42, Byline: By Anne Bagamery     Electronic Games, October 1984, pg. 12     Gerard Leaves as Warner Co-President, The Associated Press, October 16, 1984, Tuesday, AM cycle, Section: Business News Commodore financials break records     https://archive.org/details/popular-computing-weekly-1984-10-18/page/n4/mode/1up?view=theater      Apple numbers soar     Apple earnings soar six-fold in quarter, Financial Times (London,England), October 19, 1984, Friday, Section: SECTION II; International Companies; Pg. 21 TI settles investor suit     Suit costs TI $12 million, Computerworld, October 15, 1984, Section: COMPUTER INDUSTRY; Pg. 116 Ocean buys Imagine     https://archive.org/details/popular-computing-weekly-1984-10-18/mode/1up?view=theater Sinclair buys rights to bandersnatch     https://archive.org/details/popular-computing-weekly-1984-10-11/mode/1up?view=theater     https://archive.org/details/popular-computing-weekly-1984-10-04/page/n4/mode/1up?view=theater Activision to spend big as computer game maker     ACTIVISION; Details pre-Christmas advertising and promotion plans, Business Wire, October 24, 1984, Wednesday            ACTIVISION; Financial results, Business Wire, October 29, 1984, Monday PCS going into bankruptcy     https://archive.org/details/popular-computing-weekly-1984-10-25/page/n4/mode/1up?view=theater      Konami goes public     KONAMI INDUSTRY TRADED FIRST AT 8,300 YEN, Copyright 1984 Jiji Press Ltd.Jiji Press Ticker Service, OCTOBER 1, 1984, MONDAY Japanese Arcade law     https://archive.org/details/game-machine-magazine-19841001p/page/n18/mode/1up?view=theater Japanese arcades diversify     https://archive.org/details/game-machine-magazine-19841015p/page/n16/mode/1up Chuck E. Cheese operations normalize     Play Meter, October 15, 1984, pg. 9 Fighting games are all the rage     Replay, October 1984, pg. 16     https://en.wikipedia.org/wiki/Punch-Out!! AMOA set to be the battle of the carts     Replay, October 1984, pg. 27, pg. 31 Video Games donated to Smithsonian     https://www.worldradiohistory.com/Archive-All-Music/Cash-Box/80s/1984/CB-1984-10-20.pdf  pg. 38      Namco moves to Famicom     https://archive.org/details/game-machine-magazine-19841001p/page/n18/mode/1up?view=theater     http://www.videogameden.com/fc.htm?lor      Parker Bros may be getting out     https://archive.org/details/computer-entertainer-3-7/page/n14/mode/1up?view=theater     Tom Dusenberry - Parker Brothers - Hasbro - Atari - https://www.patreon.com/posts/42807419 Adam woes continue     https://archive.org/details/computer-entertainer-3-7/mode/1up?view=theater     https://archive.org/details/computer-entertainer-3-7/page/105/mode/1up?view=theater     Cabbage Patch Sales Boost Coleco's 3rd-Qtr Profit, The Associated Press, October 25, 1984, Thursday, AM cycle, Section: Business News          No Headline In Original, United Press International, October 24, 1984, Wednesday, BC cycle, Section: Financial     Adam promotion costs hit earnings at Coleco, Financial Times (London,England), October 30, 1984, Tuesday, Section: SECTION II; International Companies; Pg. 15 Oric on the ropes     https://archive.org/details/popular-computing-weekly-1984-10-04/mode/1up?view=theater GEC drops MSX plans     https://archive.org/details/popular-computing-weekly-1984-10-11/page/n4/mode/1up?view=theater Sega to launch MSX in UK     https://archive.org/details/popular-computing-weekly-1984-10-18/page/n4/mode/1up?view=theater          https://www.msx.org/wiki/Yashica_YC-64         https://www.msx.org/wiki/Category:Yeno Amstrad bullish on CPC     Amstrad stays Sugar sweet, The Guardian (London), October 4, 1984, Byline: By MAGGIE BROWN Commodore prepping 128     https://archive.org/details/popular-computing-weekly-1984-10-25/mode/1up?view=theater Sinclair denies rumors of expanded speccy     https://archive.org/details/popular-computing-weekly-1984-10-04/mode/1up?view=theater Sinclair announces Spectrum+     https://archive.org/details/popular-computing-weekly-1984-10-18/mode/1up?view=theater         https://archive.org/details/popular-computing-weekly-1984-10-25/page/n17/mode/2up?view=theater Home computers have the price right, just not the power     Byte, October 1984, pg. 6     Final bonanza for home micros / Sales of cheap home computers, The Guardian (London), October 8, 1984, Byline: By PETER LARGE Games on cassette are dead     https://archive.org/details/computer-entertainer-3-7/page/107/mode/1up?view=theater Bookware mania explodes!     https://archive.org/details/computer-entertainer-3-7/mode/1up?view=theater         https://archive.org/details/popular-computing-weekly-1984-10-11/page/n4/mode/1up?view=theater     Toy & Hobby World, October 1984, pg. 8      Visi On sold to CDC     https://books.google.de/books?id=d-tPdHcBE9wC&pg=PAPA41&redir_esc=y#v=onepage&q&f=false Microsoft delays Windows... again     PERIPHERALS; SPECIAL INSURANCE COVERAGE COULD PREVENT COSTLY LOSSES, The New York Times, October 30, 1984, Tuesday, Late City Final Edition, Section: Section C; Page 6, Column 5; Science Desk Ensoniq plans ad campaign     No Headline In Original, ADWEEK, October 22, 1984, Eastern Edition, Section: ACCOUNT ACQUISITIONS; New England         https://en.wikipedia.org/wiki/Ensoniq Crackers get organized     https://archive.org/details/popular-computing-weekly-1984-10-25/page/n4/mode/1up?view=theater          https://csdb.dk/group/?id=3423      Playnet Launches nationwide     PLAYNET; Launches national access to its in-home, on-line network, Business Wire, October 30, 1984, Tuesday Comp-U-Card hits 1 million     COMP-U-CARD-INTL; Announces individual membership base exceeds one million, Business Wire, October 18, 1984, Thursday      Micronet to take on Compunet in the UK     https://archive.org/details/popular-computing-weekly-1984-10-18/mode/1up?view=theater         Futures (Micro Guardian): Search and you will find / The World Reporter full text news and current affairs database, The Guardian (London), October 18, 1984 Videotex or videotext?     Business World;Infant videotext industry has identity problems in pitching home information systems to consumer, United Press International, October 21, 1984, Sunday, BC cycle, Section: Domestic News, Byline: By SUSAN POSTLEWAITE, UPI Business Writer              Business World; Infant videotext industry has identity problems in pitching home information systems to consumer; First question: What does it do?; Second question: Why do I want it?; Third question: Can I afford it?, United Press International, October 21, 1984, Sunday, BC cycle, Section: Financial, Byline: By SUSAN POSTLEWAITE, UPI Business Writer Game creators get chatty     https://archive.org/details/Computer_Gaming_World_Issue_4.5/page/n13/mode/2up     https://archive.org/details/Computer_Gaming_World_Issue_4.5/page/n29/mode/2up      ISBN adds software     Byte, October 1984, pg. 10 Antic Reviews The Art of Computer Game Design     https://archive.org/details/artofcomputergam00chri/mode/2up?view=theater        https://archive.org/details/1984-10-anticmagazine/page/82/mode/2up      Nintendo beats Universal on appeal     "Universal City Studios, Inc. v. Nintendo Co., United States Court of Appeals for the Second Circuit, May 23, 1984, Argued ; October 4, 1984, Decided, No. 84-7095     On the Light Side, The Associated Press, October 11, 1984, Thursday, PM cycle" MCA sues Atari     https://archive.org/details/computer-entertainer-3-7/mode/1up     https://www.atariprotos.com/2600/software/dune/dune.htm Commodore runs afoul of the FTC     Byte, October 1984, pg. 9      Learn to speculate - the Video Game!     INVESTMENT WATCH, The San Diego Union-Tribune, October 31, 1984 Wednesday, Section: BUSINESS; Pg. A-13, Byline: Janet Lowe, TRIBUNE FINANCIAL EDITOR          https://www.worthpoint.com/worthopedia/comex-game-market-simulator-software-3764189470   Acorn dives into Laserdiscs     Venture in video discs,Financial Times (London,England), October 31, 1984, Wednesday, Section: SECTION I; Technology; Education; Pg. 15, Byline: EDITED BY ALAN CANE           https://www.historyofinformation.com/detail.php?id=1661 RIP HESWare     https://archive.org/details/popular-computing-weekly-1984-10-11/mode/1up?view=theater           Jay Balakrishnan - HESWare, Radical, Dynamics, Solid State Software - https://www.patreon.com/posts/jay-balakrishnan-103071267     No Headline In Original, United Press International, October 8, 1984, Monday, BC cycle, Section: Financial, Dateline: EUGENE, Ore. Quote of the month: https://archive.org/details/popular-computing-weekly-1984-10-25/page/n2/mode/1up?view=theater Recommended Links: The History of How We Play: https://thehistoryofhowweplay.wordpress.com/ Gaming Alexandria: https://www.gamingalexandria.com/wp/ They Create Worlds: https://tcwpodcast.podbean.com/ Digital Antiquarian: https://www.filfre.net/ The Arcade Blogger: https://arcadeblogger.com/ Retro Asylum: http://retroasylum.com/category/all-posts/ Retro Game Squad: http://retrogamesquad.libsyn.com/ Playthrough Podcast: https://playthroughpod.com/ Retromags.com: https://www.retromags.com/ Games That Weren't - https://www.gamesthatwerent.com/ Sound Effects by Ethan Johnson of History of How We Play. Copyright Karl Kuras

Tech Path Podcast
Japan Goes All-In on Crypto!!!

Tech Path Podcast

Play Episode Listen Later Aug 22, 2025 9:24 Transcription Available


SBI Holdings, one of Japan's largest financial conglomerates with over 11 trillion yen ($74 billion) in assets under management, has partnered with Soneium blockchain (on Optimism) to develop a continuous trading platform for tokenized stocks and real-world assets. Meanwhile, Ripple, a leader in enterprise blockchain, has partnered with SBI Holdings to distribute Ripple USD (RLUSD) in Japan in 2026.~This episode is sponsored by Uphold & Coinbase~Uphold Get $20 in Bitcoin - Signup & Verify and trade at least $100 of any crypto within your first 30 days ➜ https://bit.ly/pbnupholdBuy $50 & Get $50 for getting started on Coinbase➜ https://bit.ly/CBARRON00:00 Intro00:10 Sponsor: Coinbase00:35 Ethereum All-time High01:00 Japan XRP + Soneium01:20 Sota Watanabe02:40 Yoshitaka Kitao03:10 Ripple Panics? RLUSD Coming To Japan03:50 XRP security problems04:20 XRPL Payments stagnant04:50 Sponsor: Uphold05:20 Trump going to Japan05:50 September Tokyo Events06:15 Japanese Yen Stablecoin Chains06:30 Kyoto DEX07:00 Sony Bank07:30 Superchain07:50 $OP chart09:00 Outro#Crypto #XRP #Ethereum~Japan Goes All-In on Crypto!!!

FrequENTcy — AAO–HNS/F Otolaryngology Podcasts
Privademics

FrequENTcy — AAO–HNS/F Otolaryngology Podcasts

Play Episode Listen Later Aug 19, 2025 26:09 Transcription Available


Voices of Otolaryngology host, Rahul K. Shah, MD, MBA, AAO-HNS/F EVP/CEO, talks with David M. Yen, MD, about his practice, Specialty Physician Associates in Bethlehem, Pennsylvania, has established a fully accredited residency program. The two discuss how the hybrid private-academic model represents the future of the specialty and how their program uniquely prepares residents to provide exceptional ENT care in community settings across the U.S. The conversation also explores the benefits and challenges of balancing education, workforce needs, patient care, and innovation. Whether you're a practicing otolaryngologist, a trainee considering your career path, or a physician leader navigating the business of medicine, this episode offers insights into the evolving landscape of otolaryngology and the power of embracing flexibility in training and practice.  Resources:  2023 Otolaryngology Workforce Report https://www.entnet.org/business-of-medicine/workforce-survey/  "Privademics," published in the AAO-HNS Bulletin January 2024, authored by Dr. Yen:  https://bulletin.entnet.org/business-of-medicine-practice-management/article/22884170/privademics 

Tech Path Podcast
Powell Pullback Coming?

Tech Path Podcast

Play Episode Listen Later Aug 18, 2025 10:56 Transcription Available


U.S. stock activity remained muted around midday on Aug. 18, on hold before a conference of world financal leaders and earnings from major retailers, like Walmart and Home Depot, later this week. Federal Reserve Chair Jerome Powell is set to give a speech at the end of the week at the annual Jackson Hole Economic Symposium of global central bankers and finance chiefs. Investors will be looking for hints Powell may be done waiting to see tariff effects before cutting rates again.~This Episode is Sponsored By Coinbase~ Buy $50 & Get $50 for getting started on Coinbase➜ https://bit.ly/CBARRON00:00 Intro00:10 Sponsor: Coinbase00:34 Crypto awaits Jackson Hole00:50 Unemployment set to rise01:38 Powell may disappoint02:10 Tariff test03:00 CNBC: Powell's most important Jackson Hole04:05 Polymarket04:35 CNBC expectations are high; what to look for06:10 BlackRock Rick Rieder: Best investing environment ever07:45 Ukraine & Russia Tension08:30 ETH Short squeeze incoming08:45 Yen-peg stablecoin09:00 The Trumps buying the ETH dip10:00 ETH + BTC Chart10:30 Outro#Crypto #federalreserve #bitcoin ~Powell Pullback Coming?

Ransquawk Rundown, Daily Podcast
US Market Open: JPY reacts late to Bessent comments; Trump-Putin to hold joint presser on Friday

Ransquawk Rundown, Daily Podcast

Play Episode Listen Later Aug 14, 2025 4:41


Russian Kremlin's Ushakov says Alaska summit will begin at 11:30 local time on Friday (20:30 BST/15:30 EDT)European bourses are modestly firmer, US futures hold around the unchanged mark into PPI.USD sell-off pauses for breath ahead of PPI, Yen rises on Bessent BoJ comments.JGBs lag as Japan reacts to Bessent, USTs await PPI.Crude ekes mild gains as attention turns to Trump/Putin.Looking ahead, US PPI (Jul), Jobless Claims, Speakers include Fed's Barkin. Earnings from Applied Materials.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Good Times with Mo: The Podcast Year 10
GTWM Year 14 Episode 66 "iStrong Word" with Sam Oh and Mara Aquino

Good Times with Mo: The Podcast Year 10

Play Episode Listen Later Aug 6, 2025 63:31


It's Part 2 of our back-to-back BSE episodes with Mo, Sam, and Mara!  Let's check on our next batch of callers!Caller #3 is Bea who is 32yrs old from Manila.  Bea is only afew years into her marriage yet she is feeling that it might be doomed.  Her husband is a seaman and their contrastingpersonalities maybe lead them to call it quits.Caller #4 is Yen who is 33yrs old from Manila.  Yen has aten-year friendship with a male co-worker and she recently found out he was cheating on his wife with another girl from work.  She is conflicted on whether she should tellhis wife or is her involvement with this guy's life closer to being marites than being actually helpful.Send more to the Philippines without overpaying. NALA gives you fast, secure transfers with some of the best exchange rates out there.Use promo code MoTwister when you download NALA!Also, GTWM is brought ot you by GameZone! FUNbelivable sa GameZone dahil you play a REAL GAME of Tong-its with REAL PLAYERS, FOR FREE! You have a chance to split over thirty-four million pesos, at may chance ka pato claim up to fourteen-thousand, six-hundred-forty pesos daily! The cash credits you get can be used to play kahit anong game.  You can even cashout! May dalawang eventevery single day!  G ka na ba?  Visit GZone.ph and social media account on Facebook, Instagram and TikTok @taragamezone. G na sa Tong-its? Tara Gamezone!Remember, ang gaming dapat fun-fun lang!

RenMac Off-Script
RenMac Off-Script: Don't Fist Fight the Fed

RenMac Off-Script

Play Episode Listen Later Jul 25, 2025 42:07


RenMac talks tariffs and who really bears the burden, Trump's Fed site-visit and true objective, the narrow market excuse and why it's more bearish propaganda than insightful utility, and the negative global liquidity story imbedded in JGB normalization and the Yen carry trade unwind.

CNBC's
Google's Pre-Earnings Win Streak… And Sarepta's Dismal Outlook 7/21/25

CNBC's "Fast Money"

Play Episode Listen Later Jul 21, 2025 43:43


Google riding high ahead of earnings, with potential for its longest win streak in years. Japan's election results have the Yen strengthening against the dollar. And Sarepta's slide continues as the drug developer rebukes the FDA's request to halt shipments of its gene therapy drug. Why one Wall Street analyst says the stock could head to zero. Fast Money Disclaimer  

Bitcoin Takeover Podcast
S16 E34: Prof. Richard Werner on Bitcoin, CBDCs & The Big Beautiful Bill

Bitcoin Takeover Podcast

Play Episode Listen Later Jul 20, 2025 117:46


Prof. Richard Werner is best known for his book ”Princes of the Yen”, his paper on quantitative easing & his support for small local banks. In this interview, he talks about recent events in economics & the role he believes Bitcoin will play.

Crypto News Alerts | Daily Bitcoin (BTC) & Cryptocurrency News
2054: “Yen Carry Trade Explodes, Bitcoin Carry Trade Goes Vertical, $2.2M in Play”

Crypto News Alerts | Daily Bitcoin (BTC) & Cryptocurrency News

Play Episode Listen Later Jul 18, 2025 40:00


Bitcoin maximalist and top BTC influential individual Max Keiser warns us, “Yen carry trade explodes, Japan forced to sell $1.2 trillion in U.S. Treasury bonds. Bitcoin carry trade goes vertical. The speculative attack on fiat money spikes higher as capital flees low-yielding fiat money and ploughs into high yielding Bitcoin. $2,200,000 in play.” Learn more about your ad choices. Visit megaphone.fm/adchoices

Business Casual
‘Shadow Fed Chair' Lurking Over Powell? & Apple's Huge Gamble on ‘F1'

Business Casual

Play Episode Listen Later Jun 27, 2025 30:33


Episode 614: Neal and Toby talk about Apple's much-anticipated release of ‘F1' as it hopes the Brad Pitt-led movie can bring box office riches. Then, Trump is considering naming Fed Chair Jerome Powell's replacement, much sooner than expected. Also, Nvidia breaks another record, making it the Stock of the Week. And Zohran Mamdani's Democratic primary win has NYC real estate companies scared, making them the Dog of the Week. Meanwhile, Japan continues to be the destination of choice for many Americans looking to take advantage of the weakening Yen.  Check out https://domainmoney.com/mbdaily and start building your financial plan today We are current clients of Domain Money Advisors, LLC (Domain). Through Domain's sponsorship of Morning Brew Daily, we receive compensation that included a free plan and thus have an incentive to promote Domain Money. Subscribe to Morning Brew Daily for more of the news you need to start your day. Share the show with a friend, and leave us a review on your favorite podcast app. Listen to Morning Brew Daily Here: https://www.swap.fm/l/mbd-note  Watch Morning Brew Daily Here: https://www.youtube.com/@MorningBrewDailyShow Learn more about your ad choices. Visit megaphone.fm/adchoices