Podcasts about yen

1/10 Futures in verde. Focus su bond. T-bond al 5,3%, trent'anni max 2002. Domani NFP. FTC prima azione regolatori su AI, indagine su laboratori per rischi Tech e danni consumatori. Alphabet debutta con Gemini 4 Argo, rilascio graduale prima partner selezionati mentre conduce con governo Usa valutazione sicurezza. OpenAI funding da 30mld dollari, valutazione 1400mld. Ricavi annualizzati oltre 70mld. Dott compete con Muse. Meta: download Muse superano 5mln, ChatGPT ci aveva messo 56 giorni. Trump: Sud corea investirà oltre 200mld dollari in grandi progetti infrastrutturali per energia AI. Il giallo di Alaska Lng. Tencent: accordo da 7 mld dollari per accedere datacenter Oracle in Asia. Apple, il 13 ottobre nuovo Device per la casa (6 mln Iphone Duo attesi). Micron batte le attese anche su guidance, domanda memory aumenta. Margine sotto sotto stime, capex in aumento 2027. ***Questo episodio è offerto da ⁠Scalable Capital . Apri un conto con Scalable, ricevi il 2,60 % di interessi annui* sui tuoi risparmi e investi a partire da 1€:  https://partner.scalable-capital.de/go.cgi?pid=983&wmid=301&cpid=4&prid=13&subid=MORNING&target=Broker-Online Messaggio pubblicitario. Tasso lordo annuo variabile sulla liquidità depositata nel conto deposito non vincolato, composto da tasso base collegato al Tasso di Deposito BCE e tasso bonus discrezionale. Liquidità allocata presso banche partner e fondi monetari riconosciuti. Foglio informativo e condizioni su scalable.capital.  Investire comporta dei rischi *** Asia in verde, export Sud corea +83,5% a settembre. Bene anche Pmi. Kospo peggior trimestre da Covid. Giappone, Tankan: fiducia imprese oltre le attese. Yen perde 0.5%. Deepseek con Huawei per rompere ecosistema software NVIDIA.  Europa, futures in rosso. Inflazione shock e bond sell-off. Domani inflazione Eurozona oggi PMi. Lagarde potrebbe lasciare prima, esclude presidenziali. Meloni chiede flessibilità a Ue. Francia: Oggi la manovra di Lecornu con spread oltre 120. Risiko focus su Mps che apre a Unicredit.  Learn more about your ad choices. Visit megaphone.fm/adchoices

In dieser Episode von #Volatility sprechen Thomas Altmann, Head of Portfoliomanagement bei QC Partners, und Katharina Lehmann über die Hintergründe der aktuellen Yen-Schwäche und die jüngsten Eingriffe der japanischen Notenbank. Außerdem erklären die beiden die Bedeutung von Carry Trades, die Auswirkungen steigender Zinsen in Japan sowie die Folgen der Währungsentwicklung für den Nikkei 225 und europäische Anlegerinnen und Anleger. Abschließend geht es um die Chancen, Risiken und die künftig erwartete Volatilität an den japanischen Finanzmärkten.

Send us Fan MailDollar gains on rising Treasury yields and Fed hike bets. RBA hikes again,another increase is baked into the cake by February. Yen stabilizes asintervention warnings intensify. Stocks slide, gold plunges 4% on higheryields and a stronger dollar.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

Proverbs 13:22 says “The wealth of the sinner is laid up for the just”. Today Pastor Stan shares a new dream from Lindsay Roberts explaining how this wealth transfer is going to happen. We also see that the Dollar, Euro, Yen and Dinar will all be disintegrated, making way for the digital Dollar. 00:00 Intro 02:27 Background 11:10 Wealth Transfer 20:47 That’s All Folks 25:06 Interpretation

Proverbs 13:22 says “The wealth of the sinner is laid up for the just”. Today Pastor Stan shares a new dream from Lindsay Roberts explaining how this wealth transfer is going to happen. We also see that the Dollar, Euro, Yen and Dinar will all be disintegrated, making way for the digital Dollar. 00:00 Intro 02:27 Background 11:10 Wealth Transfer 20:47 That’s All Folks 25:06 Interpretation

In den USA steigt die Rendite der zehnjährigen Staatsanleihe auf 5,2 Prozent, so hoch wie zuletzt 2007. In Japan auf 3,1 Prozent, den höchsten Wert seit 30 Jahren. Chefökonom Martin Schulz in Tokio und Korrespondentin Antonia Mannweiler in New York über die Gründe und Folgen.

Send us Fan MailUS and Iran weigh phased deal to reopen Strait of Hormuz. Oil prices ease back but US Treasury yields stay elevated. Yen strengthens after Trump and Takaichi discuss yen's weakness. Equities turn positive but risk appetite limited.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

24/9 Futures in rosso, attesa bilaterale Xi-Trump.     Treasury, la nuova soglia è il 6%? Cocktail perfetto ieri: PMI oltre attese, commenti hawkish Barr, asta 5 anni debole e Brent +4%. Treasury 5,12% massimi da 2007. Due anni max da 2025, 2 anni sopra 5% prima volta 2007. Dollaro massimi da due mesi. Bond Eu: Francia max 2008, Germania 2009, Italia e Spagna 2023. Giappone massimi da agosto 1996. Il mercato: entriamo in un nuovo tightening cycle. Chance ottobre al 70%. Mercato punta su 100pb. Trump: Kevin too tight, un errore metterlo alla guida della FED. Oggi seconda tranches buyback Tesoro: 6 mld su titoli 20-30 anni. Analisti per la prima volta negativi su stime utili. Burry shorta il Nasdaq e AI trade. TRUMP-XI: Bessent: tregua dazi estesa fino al 10 gennaio 2027. Nel mezzo altri due incontri a Shenzen e Miami. Xi: viaggio porterà risultati.Cooperazione, competizione moderata e divergenze gestibili offendo proomessa di pace. Amodei e Altman chiedono all'Onu coordinamento internazionale su AI. Altro hacking agenti OpenAi su sito servizio sanitario australiano. Ottenuti file pubblici e documenti riservati.Meta presenta il dispositivo per AI Muse charm e nuovi glasses AR.  ***Questo episodio è offerto da ⁠Scalable Capital ⁠Apri un conto con Scalable, ricevi il 2,60 % di interessi annui* sui tuoi risparmi e investi a partire da 1€: https://partner.scalable-capital.de/go.cgi?pid=983&wmid=301&cpid=4&prid=13&subid=MORNING&target=Broker-Online Messaggio pubblicitario. Tasso lordo annuo variabile sulla liquidità depositata nel conto deposito non vincolato, composto da tasso base collegato al Tasso di Deposito BCE e tasso bonus discrezionale. Liquidità allocata presso banche partner e fondi monetari riconosciuti. Foglio informativo e condizioni su scalable.capital. Investire comporta dei rischi *** Asia moderato risk on. Nikkei recupera dopo tre giorni chiusura. Softbank lima guadagni: emette oltre 11mld junk bond per finanziare OpenAI. Rednimenti a 7 anni sfiorano 10%. Yen stabile, JGB max 1996.  Europa in rosso, oggi bollettino economico Bce, parla Schnabel e Ifo. Diesel: il rincaro costa all'UE oltre 200mln di euro al giorno. Giorgetti difende deficit e manovra. Via libera storico a nucleare e SMR. Focus risiko, Lovaglio: assemblea non è un referendum sulle operazioni. Il MEF si asterrà. Focus su LVMH Learn more about your ad choices. Visit megaphone.fm/adchoices

Send us Fan MailDollar remains strong as Fed hike bets remain elevated. Oil prices extend losses amid US-Iran peace hopes. Nasdaq at record high amid Middle-East optimism and AI frenzy. Yen and aussie weaken despite intervention and rate-hike speculation.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

Send us Fan MailDollar holds firm amid elevated Fed hike bets. Yen remains weak despite BoJ rate hike. Aussie stays relatively supported after hawkish RBA remarks. Stocks surge on AI optimism; oil rebounds ahead of UNGA.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

22/9 Nasdaq record. Futures in verde, Asia e Usa festeggiano rally chip Brent 101$ short covering, Tresury al 4,95%. Meta (+11%) riaccende il rally dei semiconduttori grazie al successo di Muse. Servirà più inferenza e il mercato ricalcola la catena del valore. AMD supera i 1000mld capitalizzazione. Si apre 81esima assemblea Onu. Oggi parla Trump, incontro con Zelensky e forse Presidente Iraniano. Trump Su AI: DOJ come backstop. Domani arriva XI a Washington: Trump avrete chiesto estendere tregua Busan di sei mesi. In calo export cinesi terre rare. AI, il monito di Altman: Usa guidino colazione internazionale per  standard AI. Domani parla al consiglio di sicurezza. OpenAi e Anthropic test vicendevoli per garantire sicurezza AI. Paramount via libera su TW Discovery. ***Questo episodio è offerto da ⁠Scalable Capital ⁠Apri un conto con Scalable, ricevi il 2,60 % di interessi annui* sui tuoi risparmi e investi a partire da 1€: https://partner.scalable-capital.de/go.cgi?pid=983&wmid=301&cpid=4&prid=13&subid=MORNING&target=Broker-OnlineMessaggio pubblicitario. Tasso lordo annuo variabile sulla liquidità depositata nel conto deposito non vincolato, composto da tasso base collegato al Tasso di Deposito BCE e tasso bonus discrezionale. Liquidità allocata presso banche partner e fondi monetari riconosciuti. Foglio informativo e condizioni su scalable.capital. Investire comporta dei rischi *** Asia in verde, Giappone chiuso. Rally chip. Yen stabile. Alibaba compete con Nvidia: nuova GPU , 53 miliardi investimenti, 20GW datacenter entro 2032. Europa in verde. Italia il test del 3%. Oggi fiducia consumatori. Cina, no a protezionismo. Francia, domani Moody's con spread oltre 100 punti. Il 16% delle sezioni senza diesel. Bce shock gas arriva ai consumatori in 1-3 mesi. Focus su banche, Banca Ifis.  Learn more about your ad choices. Visit megaphone.fm/adchoices

What does Warren Buffett stepping down as Chairman on Berkshire Hathaway mean for the company? Plus, some big moves in the Yen after the Bank of Japan hikes interest rates, looking to get ahead of any inflation. And Nike loses some more star power with Kylian Mbappe announcing he is signing with On as they look to expand into international football.Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Werbung | Handelsblatt mit 30 % Rabatt – exklusiv für unsere Hörer: Sichert euch jetzt das Handelsblatt – gedruckt oder digital – für 12 Monate mit 30 % Rabatt. Alle Infos zum Angebot findet ihr unter: www.handelsblatt.com/wallstreet30 Wir starten uneinheitlich in den Tag. Rückenwind liefern fallende Ölpreise und etwas niedrigere Renditen: Brent notiert bei rund 103 US-Dollar, die zehnjährige US-Staatsanleihe knapp unter fünf Prozent. Für Aufmerksamkeit sorgt Japan: Die Bank of Japan erhöht den Leitzins um 25 Basispunkte auf 1,25 Prozent, das schnellste Straffungstempo seit Jahrzehnten. Überraschend schwächt sich der Yen danach trotzdem ab. Im Technologiesektor bleibt die Stimmung konstruktiv. Evercore hebt das Kursziel für Apple auf 380 US-Dollar und erwartet einen stärkeren iPhone-Zyklus sowie deutlich höhere Durchschnittspreise. Auch Salesforce erhält nach Dreamforce mehrere Kurszielanhebungen, während Analysten die Monetarisierung von KI positiver einschätzen. Bei Generac sorgt der Amazon-Deal für Rechenzentren weiter für Rückenwind; das potenzielle Auftragsvolumen liegt bei bis zu acht Milliarden US-Dollar. Gegen den freundlichen Markt spricht allerdings, dass globale Aktienfonds zuletzt 23,2 Milliarden US-Dollar Abflüsse verzeichneten, der höchste Wochenabfluss seit neun Monaten. Ein Podcast - featured by Handelsblatt. ► Jetzt beim Börsenspiel Trader mitmachen und Range Rover Evoque gewinnen: https://sg-zerti.de/wall-street-podcast ► Meine Trades. Direkter Austausch.

Wir sehen eine leicht schwächere Tendenz am Freitag. Brent notiert bei rund 103 US-Dollar, die zehnjährige US-Staatsanleihe knapp unter fünf Prozent. Für Aufmerksamkeit sorgt Japan: Die Bank of Japan erhöht den Leitzins um 25 Basispunkte auf 1,25 Prozent, das schnellste Straffungstempo seit Jahrzehnten. Überraschend schwächt sich der Yen danach trotzdem ab. Im Technologiesektor bleibt die Stimmung konstruktiv. Evercore hebt das Kursziel für Apple auf 380 US-Dollar und erwartet einen stärkeren iPhone-Zyklus sowie deutlich höhere Durchschnittspreise. Auch Salesforce erhält nach Dreamforce mehrere Kurszielanhebungen, während Analysten die Monetarisierung von KI positiver einschätzen. Bei Generac sorgt der Amazon-Deal für Rechenzentren weiter für Rückenwind; das potenzielle Auftragsvolumen liegt bei bis zu acht Milliarden US-Dollar. Gegen den freundlichen Markt spricht allerdings, dass globale Aktienfonds zuletzt 23,2 Milliarden US-Dollar Abflüsse verzeichneten, der höchste Wochenabfluss seit neun Monaten. Abonniere den Podcast, um keine Folge zu verpassen! ____ Folge uns, um auf dem Laufenden zu bleiben: • X: http://fal.cn/SQtwitter • LinkedIn: http://fal.cn/SQlinkedin • Instagram: http://fal.cn/SQInstagram

Simon Alvey, Will Cooling and Dr Luke Middup return from their summer holidays to discuss all the craziness over the past couple of months including Andy Burnham's favourite haribo, the far-right seizing control of our ports, Nigel Farage's love of oysters, the interim Yemen government going the way of SNK Games, how the Yen may be a harbinger of monetary doom for America, and Simon's love of Mark Carney. All this plus discussions about the meaning of history and recommendations of music, books, films and video games we've consumed recently. 

The bank of Japan delivers a quarter point hike, taking rates to the highest level since 1995. But two dissenting votes raise doubts around further normalization, driving the Yen and JGB yields lower. The Bank of England stands pat but warns rates will likely go up, with Governor Andrew Bailey flagging energy costs as a key threat. The S&P 500 sees its best day since early August as crude prices and treasury yields pull back, with tech stocks driving the charge on Wall Street. Researchers reportedly hack into OpenAI using Anthropic tools, as King Charles convenes AI leaders in Scotland to stress the importance of safety. Palantir CEO Alex Karp tells CNBC the technology must have “reasonable guidelines”.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

17/9 Futures in verde, il mercato rimbalza dopo Warsh. Primo rialzo dal 2023, un altro in arrivo nel 2026. A ottobre chances al 50%. Trump: devono scnendere dell'1%. TUTTO QUELLO CHE DOVETE SAPERE. Bond si stabilizza, due anni ieri al massimo dal 2024. Treasury sopra 5%. Dollaro in rally. Usa-Cina verso riduzione dazi su 30mld commercio. Bessent: Cina aperta a discussioni sicurezza AI. Anche Altman a cena di stato con XI. Trump esclude prodotti canadesi da appalti cinesi. Sk Hynix e la partnership con Intel. OpenAi altri sei incidenti. Anthropic lancia nuovi prodotti, il capo della sicurezza: i laboratori non hanno codice d'onore. Chelsea: Clearlake pieno controllo, valutata 5 mld sterline. ***Questo episodio è offerto da ⁠Scalable Capital ⁠ Apri un conto con Scalable, ricevi il 2,60 % di interessi annui* sui tuoi risparmi e investi a partire da 1€: https://partner.scalable-capital.de/go.cgi?pid=983&wmid=301&cpid=4&prid=13&subid=MORNING&target=Broker-Online Messaggio pubblicitario. Tasso lordo annuo variabile sulla liquidità depositata nel conto deposito non vincolato, composto da tasso base collegato al Tasso di Deposito BCE e tasso bonus discrezionale. Liquidità allocata presso banche partner e fondi monetari riconosciuti. Foglio informativo e condizioni su scalable.capital.  Investire comporta dei rischi *** Asia in verde, recuperano Nikkei e Kospi. Yen ai minimi da due settimane. Domani BOJ: tassi a 1,25% massimi da 31 anni. Huawei: due nuovi chip per Ai nel 2027. Europa in verde, State of the Union al vetriolo. Canada, Primo membro associato: reality check. Trump: se ostile in arrivo dazi significativi. Cina: perdiamo 1mld euro al giorno. Focus su bond.  IntesaSP ok Ivass. Stellantis punta a raddoppiare a Mirafiori. MFE MediaforEurope conti sopra attese. Revolut punta alla Svizzera, chiesti riscatti ai clienti.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Risks Rising?Volatility waking up?Japan - rates and Yen keep rising. Yes carry trade risksOil...still moving on momentum. $108 strong resistanceBecome a supporter of this podcast: https://www.spreaker.com/podcast/the-care-for-my-wealth-show--2487688/support.

Suggest Guests For Our Podcast: https://forms.gle/ytt6a9jxe8YwzsGD6 Retired Major General Santosh Kumar Dhakal and geopolitical analyst and commentator Jason Vaidya join Sushant Pradhan Podcast for a wide-ranging discussion on Nepal's national security, the Nepal Army, global geopolitics, and the rapidly changing international order. The conversation begins with Nepal's support during the Rabindra Dhant flight incident and whether Nepal is truly united despite growing internal divisions. Major General Dhakal also discusses the Rasuwa flood situation, how the Nepal Army approaches disaster rescue operations, the appropriate size and responsibilities of the Nepal Army, and why Nepal often struggles to remain prepared for major emergencies. The discussion then moves toward Nepal's current security concerns and the country's position in an increasingly uncertain geopolitical environment. The episode also examines the Russia-Ukraine war and asks a major question: Is the current global conflict the beginning of World War 3? Santosh Kumar Dhakal and Jason Vaidya discuss the wider implications of the Russia-Ukraine conflict and the changing balance of global power. The conversation further explores Japan's Yen decline and economic challenges, the current political situation in the USA, and the strategic importance of the Strait of Hormuz. From Nepal's national security and disaster preparedness to Russia, Ukraine, Japan, the USA, and the Middle East, this episode provides a broad geopolitical perspective on some of the world's biggest concerns. GET CONNECTED WITHSantosh Kumar Dhakal Facebook - https://www.facebook.com/santosh.k.dhakal?mibextid=wwXIfr&rdid=VaLxSoPZUjvlUeBZ&share_url=https%3A%2F%2Fwww.facebook.com%2Fshare%2F197fRS2ntC%2F%3Fmibextid%3DwwXIfr# Jason Vaidya Facebook - https://www.facebook.com/jason.baidya.5/ Twitter - https://x.com/JasonDBaidya YouTube - https://www.youtube.com/@GeoPoliticalCrossroad  

I am the House! Bessent on Yen and other matters (he has inside information). Straight of Hormuz – There is no movement people. CPI coming Friday – many say ultimate Fed test. Gen-Z Dumps the bubbles. 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? PayPal.Donation.Button({ env:'production', hosted_button_id:'JJJHP2GDEJC7J', image: { src:'https://www.paypalobjects.com/en_US/i/btn/btn_donateCC_LG.gif', alt:'Donate with PayPal button', title:'PayPal - The safer, easier way to pay online!', } }).render('#donate-button'); Follow John S. Dvorak on X Follow Andrew Horowitz on X Warm-Up - I am the House! Bessent tonight on Yen and other matters (he has inside information) - Straight of Hormuz - There is no movement people - CPI coming Friday - many say ultimate Fed test - Gen-Z Dumps the bubbles Markets - Chips up, making up for some time - Oil UP! and UP! - Yields keep climbing DHU MAILING LIST! - Go to DHUnplugged.com BOND YIELDS KEEP CLIMBING - Japan now has a 3% 10-year yield while carrying government debt above 200% of GDP. - Higher Japanese yields also create an incentive for domestic investors to bring money home rather than reaching overseas for returns. - The broader bond selloff is hitting the U.S., Germany, U.K. and Japan at the same time. FED HIKE ODDS RISE - Warsh said the Fed still has “work to do” if officials are not confident inflation is returning to 2%. - Fed Governor Christopher Waller has left open the possibility of holding rates steady if inflation cools. - The September decision is increasingly being dictated by incoming inflation data and oil. -  It is kinda funny.... The “data-dependent Fed” is now apparently oil-dependent, jobs-dependent and whatever-CPI-says-next-week-dependent. OIL KEEPS PRESSURE ON INFLATION - Renewed U.S.-Iran tensions have pushed oil higher and revived fears about supply through the Strait of Hormuz. - The Strait remains one of the most important chokepoints for global energy flows. - Oil is working directly against central banks trying to bring inflation back toward target. -  Basically, central banks can raise rates all they want yet it is too bad that the the Strait of Hormuz does not attend FOMC meetings. SCHWAB VOLATILITY TRADE - Barron's argues low market volatility may not last as fall seasonality and macro risks build. - Schwab could benefit if volatility drives heavier customer trading activity. - The suggested trade used an October risk reversal built around $110 puts and $120 calls. BEAR INVASION - Colorado has logged more than 7,000 bear sightings this year, already a record. - Drought and poor natural food supplies are pushing bears into homes and businesses. - New Mexico and Utah have also reported unusually high numbers of bears being euthanized. - One Colorado homeowner found two bears inside his hallway; another wandered into a vape shop. - Is this a warning for markets????? META SETTLEMENT - Meta agreed to pay up to $18 billion over 10 years to settle state claims involving harm to children. - States had been seeking penalties approaching $200 billion. - Teen accounts will face time limits, overnight restrictions and muted school-hour notifications. - Meta did not have to eliminate personalized recommendations or targeted advertising. BROADCOM: NEXT AI CHECK - Broadcom reports Wednesday after the close, another major test of AI spending after Nvidia. - Focus will be on AI semiconductor growth, hyperscaler demand and the outlook for custom AI accelerators. - Broadcom's guidance matters beyond the stock because it offers a read on whether huge data-center spending plans are still accelerating. WEIRD ONE: SHEIN'S UPSIDE-DOWN IPO - Shein is looking to raise about $1.8 billion in its Hong Kong IPO while paying roughly $3.6 billion in cash and stock to early investors. - The payouts stem from investor protections triggered after Shein's valuation collapsed from about $98 billion in 2022 to roughly $26.8 billion. - Some of the same early investors receiving compensation are coming back as cornerstone buyers in the IPO. - Essentially: raise $1.8 billion from new investors while sending twice that amount back to older ones. GOOD GOOD GOES BAD - Good Good Golf's controversial Callaway ad showed co-founder Garrett Clark shoving a female creator in a movie spoof, triggering immediate backlash. - Callaway ended its partnership, Dick's and Golf Galaxy pulled Good Good merchandise, and Golf Channel canceled the current "Big Break x Good Good" season. - Good Good also stepped away as title sponsor of the PGA Tour's November event in Austin. - WOW - the company had more than 2 million YouTube followers and become one of golf's fastest-growing media and merchandise businesses before the blowup. ARGENTINA BEEF PRICE FIX - Trump expanded lower-tariff beef imports by 300,000 metric tons in an effort to bring down record-high U.S. beef prices. - The U.S. cattle herd is at its lowest level in 75 years, while USDA expects beef production to fall roughly 4% this year. - Argentina is one source of additional supply, but U.S. ranchers argue cheaper imports could undercut domestic producers just as they are trying to rebuild herds. - Trump says imported beef could help lower prices; farm-state lawmakers and ranch groups say the short-term consumer fix could make the long-term supply problem worse. EUROPE GETS GROWTH AND INFLATION - Euro-zone manufacturing is expanding at its fastest pace in more than four years as headline inflation moves back above 3%. - Stronger factories give the ECB more room to tighten without immediately crushing economic activity. - Much of the new inflation pressure is energy-driven, which higher ECB rates cannot directly fix. - Europe finally gets better manufacturing numbers, so naturally the reward is another rate hike. CHINA'S TWO-SPEED ECONOMY - The private manufacturing PMI showed expansion while the official factory reading remained in contraction. - Export orders strengthened, but services and domestic demand remain weak. - The divergence shows the improvement remains concentrated in exporters. - Alternative Facts: Depending on which PMI you prefer, China's factory sector is either expanding or contracting. Two economies for the price of one. THE $50 BILLION DATA-CENTER IPO - SB Energy is reportedly seeking a valuation above $50 billion despite having no operational data centers. - It reported about $139 million of first-half revenue against a $3.21 billion net loss. - The company claims roughly $439 billion of project backlog. - OpenAI is an investor, warrant holder and major future customer; Nvidia is also providing capital while supplying the chips. - Soooooo...... No operating data centers, billions in losses and a possible $50 billion valuation. At least they remembered to build the valuation first. NVIDIA BUYS HUGGING FACE FOR $13 BILLION - Nvidia agreed to buy Hugging Face for about $12.9 billion. - Hugging Face was valued at $4.5 billion in 2023 and has about $150 million in annual revenue. - Nvidia will pay roughly $11.9 billion to shareholders plus $1 billion in employee retention equity. - Hugging Face will remain open and interoperable. - JC Called this earlier last week. Obviusly the pressure was on since his scoop and they needed to get this done. UNCLE SAM'S STOCK PORTFOLIO - Federal equity positions now include Intel, MP Materials and Trilogy Metals. - Intel, MP Materials and Trilogy Metals all jumped after their respective government deals. - An Intel shareholder lawsuit argues the CHIPS Act did not authorize the government to demand an equity stake. - The case could affect other government investments made using CHIPS Act funding. GEN Z DUMPS THE BUBBLES - Non-carbonated drinks accounted for 38% of new premixed-alcohol launches last year, up from 27% in 2021. - Boston Beer's Sun Cruiser is growing while Truly slows. - Mom Water is on pace to exceed 1 million cases this year. - Lucky One Lemonade sold 1 million cases in its first seven months. - Gen Z has apparently decided carbonation was the problem. TRUMP WANTS LOWER RATES - President Trump called for lower interest rates after the August jobs report. - Markets moved the other way, increasing expectations for a September Fed hike. - Kevin Warsh has kept another rate increase on the table. - Markets were pricing roughly a 60%-plus chance of a quarter-point September hike. JOBS REPORT CRUSHES ESTIMATES - August payrolls rose 162,000 versus roughly 56,000 expected. - July was revised from a 23,000 decline to a 21,000 gain. - Unemployment held at 4.1%. - Labor-force participation rose to 61.6%. - Wage growth eased to 3.1% year over year. MAPQUEST IS NO. 1 AGAIN - MapQuest jumped from No. 128 to No. 1 in the U.S. App Store. - The surge followed its decision to keep the Lake Ontario name. - More than half of its 2026 U.S. downloads reportedly came in just a few days. - Google Maps now shows “Lake America” for U.S. users. AUSTRALIA JOINS THE BOND SELLOFF - Australia's 10-year government bond yield climbed above 5.1%, its highest since 2011. - The three-year yield also jumped as traders priced more central-bank tightening. - Australia joins the U.S., Japan, Germany and U.K. in the global yield surge. DICK'S GETS HIT BY FOOTWEAR - Dick's shares fell more than 25% after earnings. - Earnings, revenue and same-store sales missed expectations. - Foot Locker also disappointed after the acquisition. - Management cited heavier promotions, fewer product launches and discounting of older shoes.     Love the Show? Then how about a Donation? PayPal.Donation.Button({ env: 'production', hosted_button_id: 'JJJHP2GDEJC7J', image: { src: 'https://www.paypalobjects.com/en_US/i/btn/btn_donateCC_LG.gif', alt: 'Donate with PayPal button', title: 'PayPal - The safer, easier way to pay online!' } }).render('#donate-button-2'); THE CLOSEST TO THE PIN for SpaceX (SPCX) 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

Scott Bessent told a Dallas audience "I am the house now" and dared markets to bet against him, admitting he has asymmetric information on yen intervention. Five days after predicting $40 crude, Brent broke $100 and diesel hit a record $5.90. Plus the EPA's record ethanol mandate, and Hunter Biden's $LAPTOP flipping the Trump coin 4x on day one, exactly like we called it when the market had it priced at 14%.~This episode is sponsored by Tangem~Tangem ➜ https://bit.ly/TangemPBNUse Code: "PBN" for Additional Discounts!00:00 Intro00:10 Sponsor: Tangem00:50 Scott Bessent: I am the House now01:40 Warning shot02:20 Mark Cudmore: The market will eventually test him03:30 Bessent put a target on his back04:40 Buy backs increased05:10 Lyn Alden: Why is Bessent intervening?06:00 Mark Cudmore: Commodities bull market not over07:20 Gold breakout08:00 Crypto participating this time08:30 Oil $9609:00 Scott Bessent: Oil at $4009:40 Oil breakout10:15 Energy Secretary: Is it safe to transit through the Strait of Hormuz12:45 Energy Secretary: Gas dilution13:30 Dilution chart13:45 CLARITY 90s ad14:45 Blaming dems15:50 Rick Scott on vacation mode16:40 Fear and greed17:15 $LAPTOP Rugpull?#Crypto #Bitcoin #Oil~Bessent: "I Am The House"

Iedereen had Meta afgeschreven in de AI-race. Topman Mark Zuckerberg had bergen met geld tegen een 'superteam' aan gesmeten, maar zonder resultaat. En toen kwam er opeens een video rechtstreeks van Zuckerbergs persoonlijke selfie-camera. Muse, dat is de AI-agent waar het bedrijf lang op heeft zitten broeden. En in de wereld van de Agents heeft Meta naar eigen zeggen een voordeel: ze hebben namelijk al tal van apps die naadloos op Muse kunnen aansluiten. Maar hoe groot is dat voordeel? Dat zoeken we deze aflevering uit. Verder hebben we het over de handelsoorlog. Nee, het is echt nog steeds 2026, je bent niet een jaar terug in de tijd gegaan. De Verenigde Staten en Canada vechten elkaar op economisch vlak de tent uit. En importheffingen zijn al niet meer heftig genoeg. Een compleet importverbod, dat is nu de maatregel die wordt getroffen. Je hoort ook nog over TomTom. Het bedrijf denkt op met een nieuwe focus snel geld binnen te halen om zo de winstmarge boven de verwachte 0 procent te krijgen. En we vertellen je wie er op de valreep nog proberen eerder te zijn met een vouwtelefoon dan Apple. Te gast: Martine Hafkamp, van Fintessa Vermogensbeheer BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Je hoort hem ook in de BNR-podcast Moerdijk: dorp van de rekening. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en is redacteur bij de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie.See omnystudio.com/listener for privacy information.

Peter Warren går gjennom exit-skatten og gründerne som flytter ut, om september faktisk er måneden å selge i, og hvorfor oljefondet vil vekte seg ned i amerikanske statsobligasjoner. Resten går til yen-intervensjonene og Bessent-lappen, sveitserfranc-lånene fra 2015, 0DTE-opsjonene og et sponset tema om gull med Tavex.00:00) Intro og Skygard(00:47) Exit-skatten og gründerne som flytter ut(07:56) Remember to sell in September?(13:46) Oljefondet vil ut av amerikansk stat(20:33) Recency bias-generasjonen og rådgiverne(32:57) Ukens marked og Oracle-CDS-en(42:20) Yen-intervensjonene og Bessent-lappen(53:06) Sveitserfranc 2015 og boliglån i franc(1:03:07) 0DTE-opsjoner, diesel og Tyskland(1:14:47) Tavex: russisk gullsalg og 86 tonn til London Hosted on Acast. See acast.com/privacy for more information.

Meera Chandan, Arindam Sandilya and team debate the dollar outlook (again) following the firm employment report. Yen developments on GPIF/ BoJ are discussed, as well as latest developments on the Antipodeans.   Speakers Meera Chandan, Global FX Strategy Arindam Sandilya, Global FX Strategy Patrick Locke, Global FX Strategy Ben Jarman, Australian and New Zealand Interest Rate Strategy Junya Tanase, Japan Markets Research Ikue Saito, Japan Markets Research   This podcast was recorded on 04 September 2026. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5432337-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2026 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party.

Get those bud lights ready and those Doritos bags open, because it's time for another episode of Drink with Raoul. Raoul Pal cuts through the chaos with an urgent update on what's really driving the market selloff. He'll walk you through the broader macro picture, where we are in the business cycle, and what the extended cycle theory tells us about what's next. This is about zooming out, understanding the structure beneath the surface, and staying focused while others lose their heads. Expect alpha, clarity, and yes... some snobby snacks and wine talk to take the edge off. If you need perspective, you'll find it here. Today's episode is brought to you by TOKEN2049. TOKEN2049 Singapore, the world's largest crypto event, returns to Marina Bay Sands on 7–8 October. 25,000 attendees, 500 exhibitors, 300 speakers and 1,000 side events take over the city during TOKEN2049 Week. On stage: Raoul Pal (Real Vision), Jeff Yan (Hyperliquid) and Shayne Coplan (Polymarket). The Real Vision community gets 10% off tickets, claim yours. https://checkout.token2049.com/events/asia?promo=realvision10&utm_source=newsletter&utm_medium=email&utm_campaign=realvision&utm_id=realvision

In this Daily Editorial, we welcome back Marc Chandler, Chief Market Strategist at Bannockburn Capital Markets and editor of the Marc to Market website. Marc breaks down a volatile week across macro markets, reconciling surprising economic releases with muted market reactions and evaluating where global monetary policy is headed next. Deconstructing the Labor Data: Why a blowout headline payroll number might be masking underlying household vulnerability, five-year lows in wage growth, and persistent seasonal distortions. The Energy and Yield Disconnect: How crude oil surged over 9% in a single week while long-term Treasury yields barely budged, challenging standard inflation and demand assumptions. The Truth About the Yen and Carry Trades: An analysis of whether Bank of Japan rate moves are genuinely shifting global capital flows or if U.S. fiscal deficits and interest rate spreads remain the true drivers. Global Monetary Divergence: What to expect from the European Central Bank and regional central banks as they weigh stubborn inflation against shifting sovereign reserve allocations. Political Fault Lines in Europe: Why upcoming German state elections and French political positioning could spill over into currency markets and ECB policy.   Click here to visit Marc's site - Marc To Market - https://www.marctomarket.com/   --------------------- 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 or investment product. Investing in equities, commodities, really everything 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.

Treasury yields hover near multi-year highs as investors await Friday's big jobs report for clues on the Federal Reserve's next policy move. New York Fed President John Williams tells CNBC higher yields are not a signal of market dysfunction. Traders brace for possible ‘Yen-tervention' as the dollar eases from a two-week high, raising speculation that Japanese authorities might once again intervene in the foreign exchange market. Washington secures a 'light touch' approach to AI regulation at a G20 technology gathering in North Carolina as Commerce Secretary Howard Lutnick tells CNBC any tariffs on the chip sector will be selective.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The signs of collapse are everywhere. Form the collapse of the Yen and Yen carry trade, to the demise of the dollar due to war and Trump's weaponization of the Dollar as a tool of war, to crashing consumer confidence and $40 Trillion in debt. Oh, and don't forget the crashing bond market. Joshua Ward is the Senior VP of sales for Noble Gold and he joins me to discuss all of the above. Thanks for tuning in.   Protect Your Wealth with a PHYSICAL Gold and/or Silver IRA: https://www.sgtreportgold.com/ CALL( 877) 646-5347 - You Can Trust Noble Gold https://rumble.com/embed/v7cnmjy/?pub=2peuz

Mentor Sessions Ep. 091: Tom Luongo explains the 2026 currency war, Scott Bessent's yen bomb, oil collateral, European bond squeeze, and the US Treasury buyback plan.The previously most powerful people in the world are now price takers, not price makers — and Tom Luongo walks through exactly how Scott Bessent flipped that switch. Global markets just witnessed a structural break in the European bond trade, and almost nobody saw the mechanism behind it.In this conversation, Tom Luongo and Nathan break down the currency war unfolding across the FX and bond markets: how Bessent 'bombed the yen' by selling euros instead of dollars, why the euro-yen cross froze the moment Operation Epic Fury began, and how Iranian oil loadings were being used as collateral to fuel the short-yen, short-Treasury trade. You'll learn why the US Treasury buyback expansion is a signal and not QE, how the German Bund fits into Europe's alleged default-and-consolidate endgame, and what John Ratcliffe's open trip to Moscow may be telegraphing. You'll also hear Luongo's falsifiable macro thesis — where the 30-year yield goes next, and what it means for gold, silver and Bitcoin.⏱️ Timestamps:0:00 - Intro0:44 - Bessent's Moves on Yen and Euro1:27 - Shifting From Kinetic to Economic Siege3:06 - The Yen Carry Trade That Shouldn't Exist4:42 - Bessent Blew It Up Selling Euros8:26 - Euro-Yen Cross Freezes After Iran Strikes8:49 - Iranian Oil Used as Trade Collateral11:17 - Traders Trapped After Buying Oil Breakout12:59 - How Bessent Scans 270 Markets for Signals18:05 - Treasury Buyback Expansion Details22:04 - Defending the 5.25 Percent Yield Level23:31 - Buyback Limit Is Just a Market Signal27:15 - Europe's Default and ECB Consolidation Plan28:45 - Financial Warfare and Carney's Trade War29:40 - Abundant Mines Sponsor33:20 - Banks Trading With Iran Cut From Dollars38:01 - US Taxpayers Funding Global Financial Chaos41:24 - Is the Budget Deficit Really Shrinking45:17 - China Iran Canada Oil and Banking Links47:46 - Why Ratcliffe Is Meeting Russia in Moscow50:54 - BRICS as Hedge Not Dollar Replacement53:33 - Gold Silver Bitcoin Surge Explained55:20 - Pushing the Long End of Yields Lower59:00 - Key Markets to Watch Through Election1:00:14 - Reading the Charts That Actually Matter1:01:16 - Luongo's Falsifiable Macro Thesis1:02:38 - Where to Follow Tom LuongoTom Luongo publishes his macro analysis and the Gold, Goats 'n Guns newsletter — links below. ⚡Previous Episode - Jeff Booth & Scott Melker: https://youtu.be/J7ze_lMKbZM

Peter Warren snakker om sultne soldater på USS Abraham Lincoln og bedervet kjøtt fra Argentina til rekordlav volatilitet og beredskap, før hoveddelen bruker hedgefondforvalterens blikk på Scott Bessent og hva USA kan finne på med statsgjelden.(00:00) Bomber og bedervet kjøtt(06:17) Sultne soldater på USS Abraham Lincoln(15:47) Rekordlav volatilitet, rekordlav beredskap(28:44) Ukens sitat: bønder først(32:24) Warsh, Draghi og kunsten å ikke guide(35:26) Yen-intervensjonen forklart(40:23) Hedgefondforvalteren i Finansdepartementet(50:59) Bessents CV: Riyadh, Chanos og Soros(53:54) Da alle hedgefondene hadde samme idé(1:03:35) Mytteriet som felte gullstandarden Hosted on Acast. See acast.com/privacy for more information.

P.M. Edition for Aug. 28. Economics correspondent Nick Timiraos reports from Jackson Hole on how investors are interpreting Federal Reserve Chairman Kevin Warsh's speech. Plus, some of President Trump's biggest corporate donors are now cutting checks to Democrats, too. WSJ's White House reporter Annie Linskey explains how American companies are preparing for a potential Democratic comeback in November. And WSJ's global energy reporter Collin Eaton unpacks how Chevron and other U.S. energy companies are closing in on deals worth billions to expand in Venezuela's oil fields. Sabrina Siddiqui hosts. Sign up for the WSJ's free What's News newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In 2025, the world's central banks quietly began holding more gold than U.S. Treasuries for the first time in a generation, and Jay argues this is not really a story about gold, it's the clearest signal yet that the dollar's reign has no heir. In this episode, Jay runs the numbers on every supposed successor to the dollar, China, the euro, the yen and pound, a BRICS currency, even stablecoins, and shows why each one fails the test, leaving the throne empty for the first time in 600 years. This is a look at what happens when an empire's currency begins to fade but no rival is ready to take the crown, and why central banks are quietly piling into the one money no government can print or freeze. Citations: https://rentry.co/jms-empty-throne-sources Learn to invest alongside the top minds in commodities. Join The Commodity University today. CLICK: https://join.thecommodityuniversity.com/ Sign up for my free weekly newsletter at https://2ly.link/211gx Be part of our online investment community: https://cambridgehouse.com https://twitter.com/JayMartinBC https://www.instagram.com/jaymartinbc https://www.facebook.com/TheJayMartinShow https://www.linkedin.com/company/cambridge-house-international 00:00 - Gold Quietly Tops U.S. Treasuries 00:35 - The Crown That Always Had an Heir 01:20 - Here's What No Investor Is Pricing In 02:40 - Every Currency Is Just a Story 03:40 - China: The Reflex Answer 04:30 - The Locked Bank: Capital Controls 05:30 - The Banker Who Said No (2009) 06:20 - You Can't Be the Banker Pulling Money In 07:10 - China Grows Old Before It Grows Rich 08:00 - The Euro: A Currency Without a Country 09:00 - The Yen & Pound: Warnings, Not Heirs 10:00 - BRICS: A Networking Event, Not a Marriage 11:00 - Stablecoins: A Faster Dollar, Still a Dollar 12:10 - Maybe We Asked the Wrong Question 13:00 - Gold Isn't the Answer Either 14:00 - The Day Russia's Reserves Were Frozen 15:00 - Even Washington Is Saying It Out Loud 15:50 - The Arithmetic: Why the Price Must Rise 16:50 - Gold Is the Intermission 18:00 - The Thermometer: Trust Leaking Out 19:10 - The Empty Throne Copyright 2026 Cambridge House International Inc. All rights reserved.

US Treasury Bonds Dumping Worldwide: Latest Financial Market Instability Event?   Following recent weeks crisis in the Yen carry trade and Japan and US governments' intervention, this past week US 30 yr. Government bond rates surged past 5% to rates just below the 2007 crash. What's behind it? After the AI stock bubble, legacy software companies' implosion, private credit market and gold, silver, crypto price crashes, is the 30 Yr. Bond another reflection of increasing US and global financial markets' instability? What's the cause? Inflation? US $40 trillion government debt? AI corporate bubble and record debt crowding out government debt servicing?  Why the US is approaching a crisis in inability to finance its massive debt with Treasury securities sales. Why the Empire is going broke!

Bitwise Chief Investment Officer Matt Hougan joins host Spencer Nichols on the Bitcoin Magazine Podcast to analyze why market apathy and "boring" price action often signal a major Bitcoin bottom. The pair dive into Bitcoin's role as a call option on a changing global monetary order, unpacking how macroeconomic uncertainty, fiscal debt, and real-world asset tokenization drive long-term value. Plus, Hougan shares key insights into institutional adoption, detailing how wealth managers and financial advisors are positioning themselves to lead the next major crypto cycle.Use code BM10 to get 10% off Bitcoin 2027 Conference in Nashville: https://2027.b.tc

Richard Taylor and Brian Dunhill are back with an unscripted breakdown of the forces driving global markets in August 2026.  First up, the Yen carry trade unravelling. Brian explains how the Trump administration quietly forced Japan to sell euros instead of US treasuries, what that reveals about a deliberate weak dollar policy, and why currency devaluation is now Washington's preferred tool for managing a 120% debt-to-GDP ratio. For expats and cross-border investors, the implications are massive.  Then, markets. Despite constant noise, the S&P 500 has had a strong run, but the Magnificent Seven are stumbling. Richard and Brian debate whether that's a healthy rotation into broader equities or an early warning that overexposed portfolios are about to feel pain.  They also dig into the US Strategic Petroleum Reserve dropping below 300 million barrels for the first time since the 1980s, why much of it may be unusable, and how rising gas prices could become the political pressure point that forces a resolution to the Iran conflict.  As always, real talk, zero scripts, and two advisors who manage money for a living trying to make sense of a genuinely chaotic month!  --  Expat Wealth is supported by Plan First Wealth. Plan First Wealth is a Registered Investment Advisor serving fellow expatriates and immigrants living across the US on matters such as retirement planning, investment management, tax planning and non-US asset management.    https://planfirstwealth.com/  --  Expat Wealth is affiliated with Plan First Wealth LLC, an SEC registered investment advisor. The views and opinions expressed in this program are those of the speakers and do not necessarily reflect the views or positions of Plan First Wealth.      Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Plan First Wealth does not provide any tax and/or legal advice and strongly recommends that listeners seek their own advice in these areas. 

“Why are they selling their gold to give it to China?”Frank Holmes warns that gold-producing nations could begin buying and stockpiling their own production, creating a major new source of pressure on global gold supply.

Andy Yen is co-founder of Proton, a Geneva-based company that operates a suite of privacy focused products like email, calendars, password managers and more. A former physicist and economist, Yen is a champion of encryption for everyone. So why is he going all in on un-encryptable AI? WIRED senior writer and author Andy Greenberg sat down with Yen to talk about how privacy can survive in a world of pervasive, AI-obsessed surveillance capitalism and creeping authoritarianism. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Jill and Tom open the show by admitting that they are less than startled by the news of a 4-door Mustang, which rumor has it, will arrive by the 2029 or 2030 model year. While Mustang loyalists may resent the use of the Mustang name on a sedan, it has, as Jill points out, already been used on the Mustang Mach-E electric crossover. Tom notes that the Volvo lineup has been pared down for 2027, listen in to learn what body type has been dropped entirely in this market by the Swedish carmaker. Tom spoke briefly about the "Yen Crisis," which has the U.S. dollar soaring in value relative to the Japanese currency. Short term, the weakened Yen means greater profit for Japanese carmakers, the low valuation also means that imported parts and raw materials are becoming more expensive. Still in the first segment, Jill reviews the 2026 Ford Explorer in new Tremor off-road trim. The Tremor trim level includes more trail-ready equipment than many similar-mission crossovers--for a price. Listen in for Jill's complete review. In the second segment, the hosts welcome Harvey Briggs of automotive news and review site RidesandDrives.com. Harvey talks about the state of Indycar racing, and the upcoming Freedom 250 race in Washington D.C. Harvey has three podcasts planned to cover the event. In the last segment, Jill is subjected to Tom's "Gone in 60 Seconds" quiz. Tom wraps up the show with some quick thoughts on the redesigned Chrysler Pacifica minivan. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Niels Kaastrup-Larsen is joined by Andrew Beer and Tom Wrobel to examine a remarkable period for systematic investing. They discuss how CTAs have navigated volatile moves across equities, commodities, currencies and rates while preserving strong gains, and why diversification has been central to that resilience. The conversation explores leverage, the renewed interest in managed accounts and portable alpha, alongside the growing distinction between trend and non-trend strategies. They also challenge the traditional framing of CTAs as crisis alpha, debate whether greater complexity actually improves returns, and examine the difficulties investors face when selecting managers and benchmarking an industry where yesterday's winners may not remain tomorrow's leaders.-----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 Andrew on Twitter.Follow Tom on LinkedIn.Episode TimeStamps: 00:00 - Introduction and eclipse mania02:57 - Volatility, valuations and a changing market environment06:22 - Trend Barometer falls as opportunities narrow08:21 - How CTAs have navigated 202610:10 - An extraordinary year for systematic investing14:07 - Yen intervention and CTA resilience17:11 - Trend versus non-trend performance22:20 - August performance and the systematic landscape24:48 - Active commodity strategies versus traditional CTAs29:39 - Situational Awareness and the risks of leverage32:14 - Managed accounts, capital efficiency and risk control37:49 - Are systematic strategies becoming over-engineered?42:45 - The growing divide between trend and non-trend CTAs50:34 - Reframing trend following as all-weather alpha55:07 - Why the crisis alpha narrative can be misleading01:04:06 - The hidden challenges of CTA benchmarks01:12:12 - Manager selection and diversification across CTAs01:14:15 - Does non-trend really improve a CTA portfolio?Copyright © 2025 – CMC AG – All Rights Reserved----PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey:1. eBooks that cover key topics that you need to know about In my eBooks, I put together some key discoveries and things I have learnt during the more than 3 decades I have worked in the Trend Following industry, which I hope you will find useful. Click Here2. Daily Trend Barometer and Market Score One of the things I'm really proud of, is the fact that I have managed to published the Trend Barometer and Market Score each day for more than a decade...as these tools are really good at describing the environment for trend following managers as well as giving insights into the general positioning of a trend following strategy! Click Here3. Other Resources that can help youAnd if you are hungry for more useful resources from the trend following world...check out some precious resources that I have found over the years to be really valuable. Click HerePrivacy PolicyDisclaimer

On today's show we're going to connect three things that might seem completely unrelated: the Japanese yen, United States Treasury bonds, and the interest rate on your next real estate loan.They are more closely connected than you might think.So why should a real estate investor in Dallas, Atlanta, or Phoenix care what happens to the Japanese yen?Because Japan is the largest foreign holder of United States Treasury securities. The latest Treasury data puts Japanese holdings at roughly 1.2 trillion dollars.When Japan wants to defend the yen, it needs to buy yen and sell foreign currency assets. Those reserves include an enormous portfolio of United States government securities.Now, Japan does not necessarily have to dump Treasuries into the open market. In fact, the Federal Reserve has a facility specifically designed to prevent that from happening.It's called the FIMA Repo Facility. It allows foreign monetary authorities to temporarily exchange Treasury securities for dollars rather than selling those securities outright into the market. The Federal Reserve explicitly says one purpose of the facility is to support the smooth functioning of the Treasury market by providing an alternative source of dollars. The Japanese yen has been under extraordinary pressure. It recently traded near 164 yen to the dollar, a level not seen in roughly four decades. Japan and the United States responded with a rare coordinated intervention designed to strengthen the yen. For a few days it worked. The yen strengthened to around 155. But here we are less than two weeks later, and the yen is back near 159.These interventions are not working. If the yen stabilizes, much of this concern disappears.If it doesn't, the choices become progressively more uncomfortable.Japan can intervene again. It can raise domestic interest rates more aggressively. It can access dollar liquidity against its Treasury portfolio. Or ultimately, it can sell some foreign assets.Every choice has consequences.We could see bond yields rise just because Japan can't tolerate buying oil in US dollars at 165 Yen to the dollar. -------------**Real Estate Espresso Podcast:** Spotify: [The Real Estate Espresso Podcast](https://open.spotify.com/show/3GvtwRmTq4r3es8cbw8jW0?si=c75ea506a6694ef1)   iTunes: [The Real Estate Espresso Podcast](https://podcasts.apple.com/ca/podcast/the-real-estate-espresso-podcast/id1340482613)   Website: [www.victorjm.com](http://www.victorjm.com)   LinkedIn: [Victor Menasce](http://www.linkedin.com/in/vmenasce)   YouTube: [The Real Estate Espresso Podcast](http://www.youtube.com/@victorjmenasce6734)   Facebook: [www.facebook.com/realestateespresso](http://www.facebook.com/realestateespresso)   Email: [podcast@victorjm.com](mailto:podcast@victorjm.com)  **Y Street Capital:** Website: [www.ystreetcapital.com](http://www.ystreetcapital.com)   Facebook: [www.facebook.com/YStreetCapital](https://www.facebook.com/YStreetCapital)   Instagram: [@ystreetcapital](http://www.instagram.com/ystreetcapital)  

Software stocks are swinging wildly amid growing debate over whether AI is cannibalizing traditional SaaS business models—a phenomenon some are calling the 'SaaSpocalypse.' We explore the structural risks to software sector valuations and what a shifting tech landscape means for investors with heavy tech exposure.Today's Stocks & Topics: Digital Realty Trust, Inc. (DLR), Market Wrap, Barrick Mining Corporation (B), Heidelberg Materials AG (ETR:HEI), Agnico Eagle Mines Limited (AEM), The SaaSpocalypse Debate: Are AI Stocks Disrupting SaaS in 2026?, General Motors Company (GM), Veeva Systems Inc. (VEEV), European Stocks, Appian Corporation (APPN), The Yen and Bond Markets.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands

Fresh inflation data later this morning puts the Federal Reserve and the economy back in focus: Can inflation continue to cool despite higher energy prices? Is the weakening labor market increasing pressure on the Fed to cut rates? And with markets near record highs, should investors remain bullish, rebalance portfolios, or prepare for more volatility? Lance Roberts and Danny Ratliff answer your live questions on inflation, interest rates, the economy, markets, portfolio risk, and what investors should be watching next. 0:00 INTRO 1:01 - Inflation Day - CPI Preview 3:45 - Earning Season wrapping - earnings beats were high, buy backs return 4:35 - Markets Bank & Forth, consolidation continues 5:19 - Bullish Trend Continues - focus on what matters 9:27 - Bloomberg Poll - Living On Parents' Money & Adulting 14:57 - When buying stocks, how much does CEO matter? 17:07 - Tracking Gold Prices/Oil Prices/Inflation 18:25 - K-shaped Economy: When will weakening consumer matter? (Never bet against the consumer) 20:22 - AI Data Center Investment instruments: Revenue-generating asset class? 22:55 - Capital Gains Tax changes' effects on Boomer Retirement? 24:15 - Individual Bonds vs Bond Funds (SimpleVisor) 26:34 - US Treasuries & Yen intervention (FIMA Facility) 29:48 - Bond Yields at 5%+ - Good Time to Buy? 30:54 - CAPE Yields 31:23 - Are Buybacks Losing their Effectiveness? 33:20 - Is there circular-financing going on with Nvidia? 36:34 - What do you consider a long-duration bond? (Duration exceeds needs) 38:49 - What about Corporate Bonds? 39:56 - Earnings are fake? (Microsoft Operating Income) Hosted by RIA Advisors' Chief Investment Strategist, Lance Roberts, CIO, w Senior Investment Advisor, Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer ------- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo ------- Watch today's "Before the Bell" premarket commentary, "Why Bearish Headlines Keep Losing," https://youtu.be/ygeDd0d0XF8 -------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/Hl6lVuNeTYM ------- Articles mentioned in this report: "Abel Takes Charge at Berkshire Hathaway" https://realinvestmentadvice.com/resources/blog/abel-takes-charge-at-berkshire-hathaway/ -------- Watch our previous show, "What Really Drives Markets?" https://youtube.com/live/c9cOlFVLGoU ------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- * REGISTER for our next Dynamic Learning Series, "Savvy Medicare Planning: Everything You Need to Know Before You Enroll," Thursday, August 20, 2026: https://streamyard.com/watch/Qjx33M2tS4i4 --- 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/ #StockMarket #Investing #MarketOutlook #Earnings #PortfolioManagement #Inflation #FederalReserve #Economy

MeidasTouch host Ben Meiselas and Platypus Economics host and Meidas Chief Economist Justin Wolfers report on Donald Trump's Japanese currency swap scheme selling Euro's to purchase the Yen without notifying the European Central Bank and the implications of this move. Remember to subscribe to ALL the MeidasTouch Network Podcasts: MeidasTouch: https://www.meidastouch.com/tag/meidastouch-podcast Legal AF: https://www.meidastouch.com/tag/legal-af MissTrial: https://meidasnews.com/tag/miss-trial The PoliticsGirl Podcast: https://www.meidastouch.com/tag/the-politicsgirl-podcast Cult Conversations: The Influence Continuum with Dr. Steve Hassan: https://www.meidastouch.com/tag/the-influence-continuum-with-dr-steven-hassan The Weekend Show: https://www.meidastouch.com/tag/the-weekend-show The Ken Harbaugh Show: https://meidasnews.com/tag/the-ken-harbaugh-show Majority 54: https://www.meidastouch.com/tag/majority-54 On Democracy with FP Wellman: https://www.meidastouch.com/tag/on-democracy-with-fpwellman Uncovered: https://www.meidastouch.com/tag/maga-uncovered Learn more about your ad choices. Visit megaphone.fm/adchoices

The AI Arms Race: Is the US Lead Over China Already Gone?A provocative new op-ed argues the United States has all but lost its AI advantage over China, just as hyperscalers are posting massive earnings from AI infrastructure spending. We examine what this competitive shift means for technology investors and long-term US economic leadership.Today's Stocks & Topics: Digital Realty Trust, Inc. (DLR), Market Wrap, AppLovin Corporation (APP), The Yen, Company's Debt, The AI Arms Race: Is the US Lead Over China Already Gone?, Taiwan Semiconductor Manufacturing Company Limited (TSM), Sterling Infrastructure, Inc. (STRL), The Travelers Companies, Inc. (TRV).Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands

Live Aug 6, 2026 | Yaron Brook Show(Season 12, Episode 131)Tucker Running?; Iran; Griftathon; Yen; Inflation; Cuba; Ceuta; mRNA | Yaron Brook ShowIs Tucker Carlson building a populist coalition with the anti-capitalist far left?In this explosive episode, Yaron analyzes Tucker Carlson's platform, third-party whispers, and the alarming economic overlaps between isolationist populism, the far left, and radical Islamism. From debt-as-slavery rhetoric and economic autarky to AI panic and immigration crises in Europe, Yaron dissects the ideas shaping our culture through an Ayn Rand, Objectivist lens.Plus, Yaron breaks down major global economic and geopolitical developments:Middle East Escalation: Iran, the Strait of Hormuz, and critical U.S. munitions shortages.Economic Shockwaves: The Japanese Yen collapse, inflation index recalculations, and Trump's market-moving financial moves.Global Crises & Policy: Cuba's economic unraveling, Spain's enclave border crisis in Ceuta, and the FDA's new approval of Moderna's mRNA flu vaccine.Which part of Tucker Carlson's platform poses the single biggest threat to liberty: economic isolationism or populist collectivism? Let us know in the comments below!Watch the full episode now: https://youtube.com/live/uR8UU3iPVZY⏱️ Main Topics:[00:00:39] Introduction[00:02:13] Is Tucker Carlson Running? Third-Party Speculation & Political Strategy[00:04:24] Unpacking Tucker's Movement: The Convergence of Populism & the Far Left[00:08:25] Anti-Capitalism & Foreign Policy: Where the Far Left and New Right Agree[00:11:04] Is a Radical Anti-Liberty Coalition (Including Islamists) Forming?[00:13:04] Dissecting Tucker Carlson's Long-Term Political Viability[00:15:01] Breakdown of Tucker's 10-Point Political Platform[00:18:15] Sovereignty, Corruption, and the Fake Concept of Political "Fairness"[00:21:31] Is National Debt Truly a Form of Slavery?[00:24:00] The Economic Delusion of Autarky and "Self-Sufficiency"[00:27:23] Panic over World War III and AI Fear-Mongering[00:29:14] Aesthetics & Statecraft: The Real Importance of Architecture and Beauty[00:30:16] Healthcare & Individual Responsibility vs. Government Control[00:32:17] Overclassification, Transparency, and Government Secrecy[00:34:18] Releasing JFK and 9/11 Documents: Myth vs. Reality[00:35:39] Why Populist Platforms Lack Genuine Rational Optimism[00:38:24] Demography Myths: The Real Truth About Global Fertility Rates[00:41:21] Reason vs. Emotion in Foreign Policy & Foreign Affairs[00:43:38] National Unity Demands: Ambition or Authoritarianism?[00:48:02] Iran, the Strait of Hormuz, and Critical U.S. Munitions Shortages[01:09:23] Trump, Monetizing Influence, and Market-Moving Information[01:14:08] The Collapse of the Japanese Yen & U.S. Federal Reserve Policy[01:25:47] Cuba's Economic Collapse: Why Half-Measures Fail[01:30:53] Ceuta, Border Instability, and Spain's Crisis in North Africa[01:38:44] European Immigration Debates & The Rise of Radical Islamism[01:45:12] FDA Approves Moderna's mRNA Flu Vaccine: Science vs. RegulationLive Audience Q&A / Super Chats:[01:54:26] Dave Ramsey's Financial Advice vs. Free-Market Reality[01:57:10] Q: Is Dave Ramsey's zero-debt advice practical for modern wealth creation or overly dogmatic?[02:01:45] Q: Should liberty advocates support third-party political strategies or focus on cultural change?[02:06:30] Q: Is the collapse of the Japanese Yen an isolated issue or the first domino in global fiat failure?[02:11:15] Q: How should free-market defenders respond to the growing popularity of economic autarky among young conservatives?[02:15:40] Q: If the U.S. faces a severe munitions shortage, does that force a foreign policy of isolationism by default?[02:19:22] Closing Thoughts: Strategic Takeaways on Fighting Collectivism in 2026#TuckerCarlson #Objectivism #Capitalism #Inflation #Iran #ForeignPolicy #FreeMarkets #YenCollapse #individualismo The Yaron Brook Show is Sponsored by[The Ayn Rand Institute](https://www.aynrand.org/starthere)[Energy Talking Points, featuring AlexAI, by Alex Epstein](https://alexepstein.substack.com/)[Express VPN](https://www.expressvpn.com/yaron)[Hendershott Wealth Management](https://www.youtube.com/watch?v=X4lfC...) &(https://hendershottwealth.com/ybs/)[Michael Williams & The Defenders of Capitalism Project](https://www.DefendersOfCapitalism.com)[Support the Show]( / yaronbrookshow )[Sponsor the Show](askyaron@yaronbrookshow.com/)[One-time donation](https://bit.ly/2RZOyJJ)Join the [Yaron Brook Show YouTube channel]( / @yaronbrook )Like what you hear? Like, share, and subscribe to stay updated on new videos and help promote the [Yaron Brook Show](https://bit.ly/3ztPxTx)Continue the discussion by following Yaron on [Twitter](https://bit.ly/3iMGl6z).Want to learn more about Ayn Rand and Objectivism? Visit the [Ayn Rand Institute](https://bit.ly/35qoEC3)Become a supporter of this podcast: https://www.spreaker.com/podcast/yaron-brook-show--3276901/support.Yaron is the executive chairman of the Ayn Rand Institute and a world class speaker. He is the coauthor of the national best-seller Free Market Revolution: How Ayn Rand's Ideas Can End Big Government, Equal is Unfair: America's Misguided Fight Against Income Inequality and In Pursuit of Wealth: The Moral Case for Finance. He speaks around the world on a variety of topics including the morality of capitalism, Ayn Rand and her philosophy, finance and economics, and the value of inequality.

Howie continues to take calls on the Massachusetts Republican Governor's race primary and who people are voting for. Then, John from New York calls in to update us on the market and let everyone know to keep an eye on the Yen. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Protect Your Retirement with a PHYSICAL Gold and/or Silver IRA https://www.sgtreportgold.com/ CALL( 877) 646-5347 - You Can Trust Noble Gold   The CEO of Noble Gold Investments is back to discuss the AI stock bubble, the meltdown of the multi-billions of dollars Yen carry trade and the future of GOLD and SILVER in a potential for collapse environment, as well as the $40 TRILLION in US debt. Thanks for tuning.   Protect What YOU Have BUILT with a PHYSICAL Gold and/or Silver IRA https://www.sgtreportgold.com/ CALL( 877) 646-5347 - You Can Trust Noble Gold https://rumble.com/embed/v7bgnbw/?pub=2peuz

A.M. Edition for Aug 3. President Trump's latest walkback came just hours after saying he was prepared to launch the biggest attack since World War II, and as Gulf countries grow frustrated over a lack of a clear U.S. strategy to end the war. Plus, the Japanese Yen rises after Washington and Tokyo launch their first joint intervention in a generation after the currency fell to a 40-year low against the dollar. WSJ Tokyo bureau chief Jason Douglas breaks down the worries that drove Washington to get involved. And California's Democratic Party endorses the state's proposed billionaire tax. Luke Vargas hosts. Sign up for the WSJ's free What's News newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

A market rally kicking off the week as major indexes trade at near all-time highs with software leading the gains. The traders break down what caused the historic trading day after weeks of mega-cap losses, plus key after-hours earnings from Palantir and Onsemi. Then, the Japanese Yen trading at near 40-year lows sparking U.S. intervention. Ben Emons of FedWatch Advisors lays out the best positioning in the Treasury market after intervention, and how to trade the volatile Yen. Plus, Airlines soaring higher, Boeing getting a double upgrade, and why it might be time to buy Amgen. Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.