Podcasts about Yield

Matthew Pinnock is the COO of Altura.In this new episode of DeFi Frontier, we walk through Altura's multi-strategy vault and how it generates yield from three sources: a physical gold arbitrage trade, delta-neutral crypto strategies including market-making and funding rate arbitrage, and private credit yield through Fasanara's Midas mF-ONE. Matthew explains how every leg of this real world gold trade is insured. He also breaks down their Yield Run program and the related Pendle market for AVLT including the PT fixed yield and YT points leverage.------

Peter Huessy explains that Russia views low-yield, tactical nuclear weapons as usable battlefield tools to achieve victory or coerce opponents. He contrasts this with U.S. doctrine, which keeps such weapons under central command. Huessywarns of the lack of transparency regarding China's dual-use nuclear capabilities and Russia's "reckless" potential to use these weapons. (10)1933 PERSIA

Preview for Later Today: Peter Huessy details Russia's focus on low-yield, tactical nuclear weapons designed for "tailored effects" on the battlefield. These weapons are viewed by Moscow as practical military instruments rather than just tools of mass destruction.MAY 1930

DisclosuresThese views are subject to change at any time based upon market or other conditions and are current as of the date at the top of the page.Investing involves risk and principal loss is possible.Past performance does not guarantee future performance.Forecasting represents predictions of market prices and/or volume patterns utilizing varying analytical data. It is not representative of a projection of the stock market, or of any specific investment.This material is not an offer, solicitation or recommendation to purchase any security. Nothing contained in this material is intended to constitute legal, tax, securities or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type.The general information contained in this publication should not be acted upon without obtaining specific legal, tax and investment advice from a licensed professional.  The information, analysis and opinions expressed herein are for general information only and are not intended to provide specific advice or recommendations for any individual entity.Please remember that all investments carry some level of risk. Although steps can be taken to help reduce risk it cannot be completely removed. They do no not typically grow at an even rate of return and may experience negative growth. As with any type of portfolio structuring, attempting to reduce risk and increase return could, at certain times, unintentionally reduce returns.Investments that are allocated across multiple types of securities may be exposed to a variety of risks based on the asset classes, investment styles, market sectors, and size of companies preferred by the investment managers. Investors should consider how the combined risks impact their total investment portfolio and understand that different risks can lead to varying financial consequences, including loss of principal. Please see a prospectus for further details.Indexes are unmanaged and cannot be invested in directly.Copyright © Russell Investments Group LLC 2026. All rights reserved.This material is proprietary and may not be reproduced, transferred, or distributed in any form without prior written permission from Russell Investments. It is delivered on an “as is” basis without warranty.CORP-13022Date of first use: June, 2026

Commercial property can be one of the most powerful wealth-building tools available to Australian investors and business owners.But high yield is not free money.In part two of this commercial property series, Tom explains why yield should make investors curious, not careless. You'll learn how to assess tenant risk, vacancy risk, lease quality, asset relevance and the hidden factors that can make or break a commercial investment.Tom also unpacks one of the most compelling strategies for business owners: buying the premises your business operates from. Done properly, owner-occupier commercial property can turn rent from an expense into a long-term wealth-building mechanism.This episode is for investors who want stronger income, more control and smarter property decisions — without walking blindly into avoidable risk.Key takeaways:Why high yield in commercial property can signal opportunity, risk or both.The difference between chasing cash flow and understanding what the market is pricing in.Why vacancy risk can hurt more in commercial property than residential property.How business owners can use owner-occupier commercial property to turn rent into a wealth-building tool.The five key ways commercial investors create value: income, income quality, certainty, alternate use and physical improvement.Why every improvement to a commercial property should connect back to a commercial outcome.The critical due diligence question: “If this tenant left, who would want it next?”Take Action Today:If you are serious about building wealth through property, but not yet fully clear on your next move, book a complimentary clarity call with our team via the link below.In one conversation, we can help you get clearer on your position, your options, and the path forward — because clarity creates confidence, and confidence helps people act.⁠Book a complimentary clarity call⁠⁠⁠⁠ ⁠⁠Connect with host of The Australian Property Show - Tom Haigh⁠We'll help analyse your current position, identify your biggest untapped opportunities, and get you moving towards the life you want.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠General Advice Warning! The information (including taxation) contained in this podcast is general in nature and does not consider your individual financial circumstances or needs. You should not act on the information provided without first obtaining professional advice specific to your circumstances. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. The views expressed in this podcast are solely those of the individual; they are not reflective or indicative of My Money Sorted position and are not to be attributed to Online Financial Planning Australia Pty Ltd. The host is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. This podcast cannot be reproduced in any form without the express written consent of My Money Sorted.

With input costs remaining high and profit margins under pressure, producers are increasingly looking for ways to improve productivity without simply adding more fertilizer, more irrigation, or more crop inputs. In this episode of North American Ag Spotlight, host Chrissy Wozniak sits down with Chad Godsey, Chief Agronomist at Green Evolution Technologies, to discuss how growers are evaluating new technologies, why efficiency has become the new benchmark for success, and how innovations at the soil and root level may help unlock future yield gains.Chad brings a unique perspective to the conversation, combining a PhD in Agronomy and Soil Science with a lifetime of farming experience on his family's multi-generational Colorado farm. He shares how his work as a consultant across more than 100,000 acres has shaped his views on technology adoption and why today's farmers are demanding proven, measurable results before investing in new products.The discussion explores how growers are increasingly conducting their own on-farm trials to validate new technologies and why return on investment has become the deciding factor in purchasing decisions. Chad explains that while farmers have been inundated with new products in recent years, many are now focused on technologies that can consistently improve water-use efficiency and nutrient-use efficiency rather than simply promise yield increases.A major focus of the episode is Green Evolution Technologies' InteliGel hydrogel platform. Chad explains how the technology works by absorbing and storing water and nutrients within the soil profile, making them available to crops during periods of stress. He discusses how the hydrogel can be applied using existing farm equipment, reducing barriers to adoption while fitting into current farming practices.The conversation also dives into field trial results from corn and soybean production systems. Chad shares data from third-party research that demonstrated significant yield improvements and profitability gains, particularly during periods of late-season drought stress. He also discusses the potential for multi-year benefits from a single application, an important factor when evaluating long-term return on investment.Listeners will hear Chad's perspective on the challenges facing ag technology companies, including the common mistake of bringing products to market before they have been fully validated across different environments and management systems. He offers practical advice for growers evaluating new products, emphasizing the importance of establishing clear benchmarks and measuring efficiency improvements over time.Whether you're interested in water management, nutrient efficiency, precision agriculture, or the future of crop production, this episode offers valuable insights into how innovative technologies are helping farmers do more with less while maintaining profitability.Learn more about Green Evolution Technologies and InteliGel by visiting https://greenevolutiontechnologies.com, or send Chad an email with your questions to chad@hydrogel.us.Thank you to Chad Godsey for joining us on North American Ag Spotlight and sharing his expertise on the future of agricultural productivity.Send us Fan MailEcorobotix, together with DFS Finance & AgDirect, is making it easier for growers to access the ARA Ultra High Precision Sprayer. Flexible purchase and lease programs offer competitive rates, deferred payments, and end-of-term options, helping farms cut inputs, reduce labor & boost profitability without straining cash flow. Learn more HERESubscribe to North American Ag at https://northamericanag.com

Let the weak say, 'I am strong'.There are two kinds of strength: strength which the world understands, and strength which comes from God, through the cross of Jesus Christ. Discover and apply God's hidden wisdom and strength!Support the show

Check out our Website!https://singularagronomics.comCheck out our full product line here!https://singularagronomics.com/products/Are you interested in any of our line of products, or want to learn more? Follow the link below to find a dealer closest to you!https://singularagronomics.com/contact/Check out our Quarterly Newsletter:https://singularagronomics.com/newsletter/Blog:https://singularagronomics.com/blog/Want to become a Distributor? Email Us: info@singularagros.comCheck us out on Social Media!Instagram: https://www.instagram.com/singular_agronomics/Facebook: https://www.facebook.com/profile.php?id=100093693453465

As the day closes, place your life into the careful hands of God. Tonight's Our Daily Bread Evening Meditation invites you to trust the One who is shaping you with wisdom, purpose, and love.Reflecting on Jeremiah 18:1–6, we are reminded that God is the potter and we are the clay. Even when life feels uncertain or disrupted, He is at work—reshaping, restoring, and forming something beautiful according to His perfect design.As you settle into the night, let this meditation ease your concerns and deepen your trust. Yield yourself to His hands, knowing He never abandons His work and will faithfully complete what He has begun in you.Tonight's meditation is read by Howie. Meet the team at odb.org/meet-the-team. These meditations are lovingly and prayerfully crafted by human writers, presenters and producers, with no AI-generated content. If you'd like to get in touch with us to share your story or let us know how we can make the Evening Meditations an even better experience, email our team at eveningmeditations@odbm.orgWe hope that you enjoy this Evening Meditation from Our Daily Bread Ministries! You can find more exciting content from Our Daily Bread Ministries by downloading the Our Daily Bread app or visiting us at: odbm.orgAll our funding comes from our listeners, like you, who value what we do and want to help us reach more people. Together, we can keep making our podcast freely accessible to all. You can make a donation towards our mission at eveningmeditations.org. ★ Support this podcast ★

Strategy zorgt opnieuw voor verwarring: het bedrijf stopte tegelijk $100 miljoen in bitcoin én $100 miljoen in dollars. Was de beroemde bitcoin yield nou positief of negatief? Verder bespreken we waarom ICO's definitief dood zijn, de opmars van Hyperliquid met meer dan 200.000 wekelijkse gebruikers, de controverse rond Arthur Hayes die volgens ZachXBT zijn volgers als exit liquidity gebruikt, en problemen bij Zcash na een hack. Natuurlijk sluiten we af met de marktupdate van Bert, want er was flink wat paniek op de aandelenmarkten.Probeer de eerste maand voor 5 euro (80% korting)Satoshi Radio wordt mede mogelijk gemaakt door: Watson Law en onze hoofdsponsor Bitvavo.Timestamps(00:00:00) Welkom en Podcast Introductie(00:16:00) Strategy: stopt $100M in BTC en $100M in USD(00:26:55) Strategy: maar was er nou een positieve of negatieve btc yield?(00:31:03) Strategy: “kill it, then”(00:43:25) ICO's zijn overleden(00:49:36) Hyperliquid weekly active users boven 200.000(00:57:13) Arthur Hayes: dumpt HYPE, NEAR en WLD(01:00:33) Arthur Hayes: is een scammer, volgens ZachXBT(01:03:00) Raoul Pal raadt Zcash aan (wegwezen dus)(01:05:10) Zcash valt uit de gratie door hack(01:24:00) Cryptosector voert druk rond Clarity Act op(01:30:50) Marktupdate(00:00:00) EindeBookmarksBertStrategy stopt $100M in BTC en $100M in USDMaar was er nou een positieve of negatieve btc yield?“Kill it, then”Arthur Hayes dumpt HYPE, NEAR en WLDZachXBT: Hayes gebruikt volgers als exit liquidityRaoul Pal raadt Zcash aan (wegwezen dus)Hyperliquidweekly active users boven 200.000PeterICO's zijn overledenZcash valt uit de gratie door hackCryptosector voert druk rond Clarity Act opCrisis bij Cardano

Peter Huessy discusses US plans to deploy nuclear-capable F-35s in Europe to counter Russian threats. He explains Russia's "escalate to win" doctrine involving low-yield battlefield nukes for "surgical" strikes. Huessy warns that Russiapossesses thousands of non-strategic weapons, far exceeding current NATO theater capabilities and its lack of transparent weaponry numbers. (15)1953 ATOMIC CANNON

Whoa, Shuhei!  We’ve got a lot to talk about.  Stack it up and feel the power of a fearsome foursome!  Join Tricky, Matt, Alex and Yield as they discuss, among other things, 007 First Light, LEGO Batman: Legacy of the Dark Knight, Nickelodeon All-Star Brawl 2, Unspottable, and RV There Yet?.  What’s more, we delve into all of the announcements and thrills from State of Play June 2026, Microsoft Games Showcase, and Summer Game Fest.  As usual, the news is full of surprises.  Huh?  Is that Sekhmet?  What is the Egyptian goddess of war doing in God of War? And if you think that’s all, then you’ve got another thing coming!  We hit the high notes, and we hit the low notes, but we’ll always bring the banter.  What are you waiting for? Dive in! As always, the opinions fly fast and heavy! Look out for this super-sized show, as the seemingly smallest conversation veers off into a multiverse of chit-chat. Sounds cool, huh? That’s the fancy way of saying “derailment.” And there’s plenty of that to go around! Let’s dance, Heroes of the XMB! In a bit of big news that would make the Teenage Mutant Ninja Turtles proud, iHeartRadio, Pandora and Spotify host episodes of Trophy Whores. It's a tremendous honor for the show to be part of three massive and respected entertainment communities, and Proven Gamer have only the fans to thank for pushing the podcast to soaring heights. The Trophy Whores work hard to put out a quality weekly show, but they owe so much love to their listeners, who keep the show strong and growing. If you want to support the show via Patreon, then check out our page, which shares the tiers for all of our Patrons! We appreciate your support (and your ears)! Please subscribe to the Trophy Whores feed in iTunes, Google Play, TuneIn, IHeartRadio, Stitcher, or RSS and please leave a review. We won't give you cookies, but it will help us make the show better. You can find us on Twitter: @TrophyWhores and @ProvenGamer You can also email us at TrophyWhores. If you wish, you can always download the show here – Trophy Whores 718 – Almost E3

Banks have fought a comprehensive effort to ensure stablecoins cannot offer yield. But the Senate Banking Committee passed a bill that the banking industry still says falls short. Does that mean banks have lost the fight? Will a crypto market structure bill pass this year? Brendan Pedersen of Punchbowl News offers insights into the current and future state of play.

In her third collection, Nova Scotian poet Jaime Forsythe has created an elegant long poem with Yield (Buckrider Books, 2026). In these dreamlike lines a mother faces the postpartum void from a porous house by the ocean as the veil between land and sea, and between being lost and being found, grows thinner. With repeated waves of couplets Forsythe brings the reader unforgettable images: a pom-pom that hardens into a sea urchin, an underwater dance club, a coast that melts into the sea. Delicately tracing the disorientation and dark edges of new motherhood, this is a collection that embraces beauty and ambiguity with a baby that roots for milk while what's ancient—whether history or memory—floods in. Jaime Forsythe's previous books are I Heard Something (Anvil Press, 2018) and Sympathy Loophole (Mansfield Press, 2012). Her poetry and fiction have appeared in Arc, EVENT, Grain, The Malahat Review, Geist, The Ampersand Review and This Magazine, among others. She holds an MFA in Creative Writing from the University of Guelph and currently lives close to where she grew up in Nova Scotia/Mi'kma'ki. Hollay Ghadery is an Iranian-Canadian multi-genre writer living in Ontario on Anishinaabe land. She has her MFA in Creative Writing from  the University of Guelph. Fuse, her memoir of mixed-race identity and mental health, was released by Guernica Editions in 2021 and won the 2023 Canadian Bookclub Award for Nonfiction/Memoir. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/new-books-network

In her third collection, Nova Scotian poet Jaime Forsythe has created an elegant long poem with Yield (Buckrider Books, 2026). In these dreamlike lines a mother faces the postpartum void from a porous house by the ocean as the veil between land and sea, and between being lost and being found, grows thinner. With repeated waves of couplets Forsythe brings the reader unforgettable images: a pom-pom that hardens into a sea urchin, an underwater dance club, a coast that melts into the sea. Delicately tracing the disorientation and dark edges of new motherhood, this is a collection that embraces beauty and ambiguity with a baby that roots for milk while what's ancient—whether history or memory—floods in. Jaime Forsythe's previous books are I Heard Something (Anvil Press, 2018) and Sympathy Loophole (Mansfield Press, 2012). Her poetry and fiction have appeared in Arc, EVENT, Grain, The Malahat Review, Geist, The Ampersand Review and This Magazine, among others. She holds an MFA in Creative Writing from the University of Guelph and currently lives close to where she grew up in Nova Scotia/Mi'kma'ki. Hollay Ghadery is an Iranian-Canadian multi-genre writer living in Ontario on Anishinaabe land. She has her MFA in Creative Writing from  the University of Guelph. Fuse, her memoir of mixed-race identity and mental health, was released by Guernica Editions in 2021 and won the 2023 Canadian Bookclub Award for Nonfiction/Memoir. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/poetry

On this episode of the Crop Doctors' Podcast, Jay Mahaffey joins the conversation to discuss how advancements in southern row crop production have improved both yield potential and return on investment for growers. From precision agriculture and improved genetics to data-driven management decisions and evolving crop protection strategies, the discussion highlights the innovations that have shaped modern production systems across the South. Check out Jay's work at https://www.cropscience.bayer.us/articles/dad/slc-research-reports. https://extension.msstate.edu/shows/mississippi-crop-situation   

Send us Fan MailEpisode SummaryEver stared down a brutal math question on the Series 65 or 66 exam, sweating bullets, with nothing but a cheap, plastic four-function calculator in your hand? You are not alone.In this deep dive, we reveal why that basic calculator is actually your secret weapon. We pull back the curtain on how to completely demystify the math questions on your FINRA and NASAA licensing exams. The secret? Conceptual understanding over rote calculation. The test writers aren't testing your ability to run complex polynomial equations; they want to know if you comprehend the underlying mechanisms of finance.We break down the absolute must-know formulas, historical shortcuts, and mechanical traps that trip up candidates on test day.

Gm! In this episode we're joined by Ben Nadareski, Co-Founder and CEO of Solstice, to discuss his background in traditional finance and crypto, the development of Solstice's tokenized yield infrastructure on Solana, and the roles of its USX, eUSX, and SLX assets. We also cover institutional and retail adoption, delta-neutral and private credit strategies, planned AI-focused products, token utility, regulatory considerations, and the broader goal of making yield-generating financial products accessible onchain.Enjoy! -- Follow Lightspeed: ⁠https://x.com/Lightspeedpodhq Follow Solstice: https://x.com/solsticefi Follow Ben: https://x.com/ben_solstice Follow Danny: https://x.com/defi_kay_ Join the Lightspeed Telegram: ⁠https://t.me/+QHlbNTNS4gc1ZTVh -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (0:00) Introduction (1:41) Ben's Crypto Origin (7:30) What Solstice Builds (12:02) How Solstice's Yield Engine Works (16:09) Solstice vs Ethena (19:09) New Yield Strategies (26:04) Tokenized Yield Versus Vaults (29:27) Who Uses Solstice? (37:25) Regulatory Roadblocks (42:38) SLX Token Utility (47:29) Solstice In 2027 (49:36) Closing Comments -- Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation. Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Danny, and our guests may hold positions in the companies, funds, or projects discussed.

In this episode of My Life As A Landlord, Jennifer sits down with Derek Speigner, an engineer-turned-real-estate-investor from Houston, Texas, to explore the intersection of property management, financial science, and human connection. Derek shares his journey from buying a $25,000 leaning duplex in Corpus Christi to managing a portfolio of 22 workforce housing assets across Texas. They delve into the philosophy of treating properties as "forever" assets and collateral, rather than just buildings to flip. The conversation also takes a profound turn as Derek recounts a recent humanitarian trip to the high Andes of Peru, reflecting on how experiencing a simpler, yet fulfilling life shifts one's perspective on success and significance. Listeners will walk away with actionable insights on balancing the "debt and equity" equation and the importance of creating resident experiences built on trust and quality.

On this episode of ‘Predictable w/ Stu,' Stu Burguiere checks in on the latest with California's absolute snail's pace of an election results tally and previews tomorrow's primary elections in Maine, South Carolina, North Dakota and Nevada to try and identify potential upsets that could yield major value. Plus, Stu answers some of the audience's most burning questions. Learn more about your ad choices. Visit megaphone.fm/adchoices

https://agxplore.com/assessment/ How do top growers consistently push yield boundaries while still focusing on return on investment? In this special Farm4Profit episode recorded from the AgX booth at Commodity Classic, Tanner and Corey sit down with AgX Sales Agronomist Billy Carter and three progressive farmers who are proving what's possible in modern agriculture. Minnesota farmer Ron Pagel shares how he surpassed the 300-bushel corn mark by combining advanced fertility programs, drone applications, fungicide timing, and a commitment to trying new ideas. Wisconsin farmer Dave Justman discusses balancing farming, retail agronomy, and the pursuit of higher-yielding soybeans while helping customers implement proven agronomic practices. Kentucky farmer and Kentucky Soybean Association President Jonathan Reynolds explains how conservation practices, cover crops, no-till management, and long-term soil health improvements have created a foundation for both yield and profitability. Throughout the conversation, Billy Carter breaks down the agronomic principles behind AgX's high-yield programs, including seed treatments, fertility management, fungicide strategies, plant growth regulation, hybrid selection, and the importance of focusing on details many growers overlook. Topics include: Breaking the 300-bushel corn barrier Building profitable high-yield systems Contest plots versus whole-farm ROI Cover crops and soil health as yield drivers Fragipan soils and improving water infiltration Nitrogen efficiency and fertility management Hybrid and variety selection strategies Drone applications and late-season management High-yield soybean challenges and opportunities The role of mindset, observation, and continuous learning Whether you're chasing yield contest results or simply looking to improve efficiency and profitability across your operation, this episode delivers practical lessons from growers who are constantly pushing the limits of what's possible in the field. Want Farm4Profit Merch? Custom order your favorite items today!https://farmfocused.com/farm-4profit/ Don't forget to like the podcast on all platforms and leave a review where ever you listen! Website: www.Farm4Profit.comShareable episode link: https://intro-to-farm4profit.simplecast.comEmail address: Farm4profitllc@gmail.comCall/Text: 515.207.9640Subscribe to YouTube: https://www.youtube.com/channel/UCSR8c1BrCjNDDI_Acku5XqwFollow us on TikTok: https://www.tiktok.com/@farm4profitllc Connect with us on Facebook: https://www.facebook.com/Farm4ProfitLLC/Farm4Profit Media is not a financial, legal, or tax advisor. Content is provided for informational purposes only, and we serve solely as a platform for third-party opinions. Any actions taken based on this content are at your own risk. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Scripture: Genesis 33+ When we yield the throne to God, He transforms our fear+ When we yield the throne to God, He transforms our relationships+ When we yield the throne to God, He transforms our priorities

AI is quickly becoming the go-to tool for property research—but can it actually predict where the market is heading?In this episode, Luke Metcalfe returns to put that assumption to the test, analysing thousands of suburb predictions across multiple GPT models and real market data. The result is clear: AI doesn't just struggle to forecast property growth—it often underperforms the market entirely.We unpack why this happens, from the way large language models are trained to the dangerous feedback loop of consensus-driven data. If AI is simply reflecting what's already popular, are investors just paying a premium to follow the crowd? The conversation also explores the rise of AI-generated property reports, the risks of relying on median data, and why many “data-driven” strategies may not be as objective as they seem.Beyond the critique, this episode shifts the focus to what actually drives capital growth. From owner-occupier demand and supply constraints to hyper-local, street-level dynamics, Luke shares what the data reveals when you strip away the noise. We also touch on how recent policy changes and shifting incentives could reshape investor behaviour—and why thinking like a homeowner may be more important than ever.If you've been relying on AI, hotspot lists, or broad market trends to guide your decisions, this conversation will challenge your assumptions and give you a clearer framework for investing with confidence.Episode Highlights01:27 – Meet Luke Metcalfe: Data Meets Property Reality03:35 – AI vs Reality: Why Predictions Underperform05:35 – AI Reports & Buyer Agents: Risky Shortcut?13:52 – Selling at a Loss: A Hidden Growth Signal16:18 – Humans vs AI: Who Gets Forecasting Right?22:49 – Budget Shock: How Incentives Just Changed26:52 – Supply, Scarcity & Why Tranquillity Wins29:51 – Fast Food & Growth: The Signal No One Expects31:44 – Rezoning Risks: Predicting What's Coming35:14 – Melbourne vs Sydney: A Tale of Two Markets37:23 – Investor Incentives Are Shifting Fast39:35 – Holding Property: What the Data Reveals43:09 – Rental Crunch: What's Really Driving It49:33 – Airbnb & Second Homes: Supply Squeeze52:24 – Yield vs Growth: What Actually Matters55:15 – Model Accuracy: Where Data Goes Wrong57:54 – Key Takeaways: What Investors Must KnowAbout the GuestLuke Metcalfe is the founder of Microburbs, a property analytics platform focused on uncovering the underlying drivers of capital growth at a granular level. With a background in data science and machine learning, Luke has spent years analysing Australian property markets using large-scale, longitudinal datasets that go beyond traditional metrics like median prices.His work centres on understanding property performance at the street and individual asset level, incorporating factors such as resale data, supply dynamics, and behavioural patterns. Known for challenging conventional wisdom in property investing, Luke combines technical expertise with practical insight to help investors move beyond trends, hype, and surface-level data.Through his research and platform, he continues to push for a more evidence-based approach to property decision-making—one that prioritises real outcomes over popular narratives.Connect with LukeLinkedIn - Luke MetcalfeEmail - Luke MetcalfeWebsite - MicroburbsLinkedIn - Microburbs ResourcesVisit our website: https://www.theelephantintheroom.com.auIf you have any questions or would like to be featured on our show, contact us at:The Elephant in the Room Property Podcast - questions@theelephantintheroom.com.auLooking for a Sydney Buyers Agent? https://www.gooddeeds.com.auWork with Veronica: https://www.veronicamorgan.com.auLooking for a Mortgage Broker? alcove.com.auWork with Chris: chrisbates@alcove.com.auEnjoyed the podcast? Don't miss out on what's yet to come! Hit that subscription button, spread the word, and join us for more insightful discussions in real estate. Your journey starts now!Subscribe on YouTube: https://www.youtube.com/@theelephantintheroom-podcastSubscribe on Apple Podcasts: https://podcasts.apple.com/ph/podcast/the-elephant-in-the-room-property-podcast/id1384822719Subscribe on Spotify: https://open.spotify.com/show/3r0nnJrLUu3t1GpO7X3j6EIf you enjoyed today's podcast, don't forget to subscribe, rate, and share the show! There's more to come, so we hope to have you along with us on this journey!See you on the inside,Veronica & Chris

The months keep getting more eventful and flying by faster. For starters, we are now in the Kevin Warsh era as the chair of the Fed; and as this gets published we are entering into the IPO summer frenzy. Yield volatility continues to persist and this time, it's not because due to private credit. Rather, a strong jobs print and hotter than expected (by others, not us) inflation is now pushing rate expectations higher. Find us on Twitter, Instagram, & Facebook @DRUNKENOMICALMerch: drunkenomics.myspreadshop.comPatreon: patreon.com/drunkenomicsStay Drunkenomical y'all!

At Redeemer Presbyterian Church in Charleston, SC, our senior pastor Rev. Craig Bailey continued his mini sermon series from Pentecost Sunday, focusing on what it means to be filled with and controlled by the Holy Spirit.

Swap now https://swap.thorchain.org/ THORChain is a decentralized crypto exchange. THORChain is the first and biggest DEX for Bitcoin. You can use any self custody wallet to swap and there's no KYC required.Timestamps:0:00 Intro0:03:00 THORChain Marketing and Protocol Update0:07:00 Zephyr Conversation Begins0:11:00 Zephyr Presentation Starts0:12:00 Supported Tokens and Where the Yield Comes From0:14:00 What Is Zephyr?0:16:00 Why Privacy Is Important and Necessary0:18:00 Stablecoin Rails Currently Have an Off Switch0:19:00 The Holy Grail of Crypto: A Decentralized Yield-Bearing Stablecoin0:20:00 LUNA Mechanics Were Bad, the Idea Was Good0:21:00 Stablecoin Reserve Mechanics0:23:00 Dr. Future Explains Overcollateralized Mechanics0:25:00 How Proof-of-Work Rewards ZRS Holders0:27:00 Proven History of Hardiness and Stability0:29:00 Community Incentives When the Zeph Price Drops0:32:00 ZSD: Zephyr Stable Dollar Explained0:38:00 ZYS: Zephyr Yield Share Explained0:45:00 How Is It Sustainable?0:48:00 Understanding the Risk Profile0:49:00 No Lock-Up Periods0:50:00 ZRS: Zephyr Reserve Breakdown1:01:00 The Four-Asset Ecosystem1:03:00 Block Reward Breakdown1:04:00 The Zephyr Flywheel Thesis1:08:00 Zephyr EVM Bridge1:13:00 Could the ERC-20 Version Be Added to THORChain?1:15:00 Audience Question: Is the ERC-20 Version Significant Enough to Scale?1:20:00 The Best of Both Worlds Partnering Together1:22:00 Where Is the Outside Money Coming From?1:23:00 How Do You Acquire Zephyr Today?1:24:00 Wallet Support1:24:00 Stablecoin Swaps Will Be Free on THORChain1:27:00 THORChain Fee Structure1:30:00 Protocol-Owned Liquidity Growth and Considerations1:38:00 Cost to Run Zephyr1:42:00 Let's Get It on THORChain!1:47:00 Stablecoin Speed and Finality1:53:00 ZephFlow.live

On this episode: https://youtu.be/3PfhJBOuXRM

Despite heightened geopolitical tensions, Treasury yields have moved higher and credit markets have remained remarkably resilient. Douglas Gimple explores what's driving this unusual market dynamic, the outlook for consumers and where he sees opportunities across mortgages and asset-backed securities.   DISCLOSURE   ABS — Asset-Backed Securities, GSE — Government-Sponsored Enterprise. Fannie Mae — Federal National Mortgage Association, Freddie Mac —Federal Home Loan Mortgage Association. Ginnie Mae — Government National Mortgage Association. See diamond-hill.com/disclosures for index definitions, data sources and other definitions. Investment Grade is a Bond Quality Rating of AAA, AA, A or BBB. S&P 500 Index measures the performance of 500 large companies in the US. High Yield securities are below investment grade and involve greater risk of default. Yield to worst is the lowest potential yield an investor may receive on a bond without the issuer defaulting. Duration measures a bond's sensitivity to changes in interest rates. The views expressed are those of the speakers as of May 2026 and are subject to change. These opinions are not intended to be a forecast of future events, a guarantee of future results, or investment advice. Investing involves risk, including the possible loss of principal.

Stu Burguiere outlines what's to come in California as the state considers its political future and lays out the important factors to consider when searching for value in the election markets. Then, Stu answers some burning questions from viewers as the election investments fly. Plus, a look into how one New York City bar is integrating the power of prediction markets into one of their promotions involving the upcoming Knicks game. Learn more about your ad choices. Visit megaphone.fm/adchoices

Treasury yields are edging higher as U.S.-Iran military exchanges rattle markets and inflation expectations climb, creating a challenging environment for fixed income investors. We decode what's driving yield movement right now and whether bond investors should be repositioning for a higher-for-longer world.Today's Stocks & Topics: Tenet Healthcare Corporation (THC), Market Wrap, Phibro Animal Health Corporation (PAHC), Mueller Industries, Inc. (MLI), Is the 10-Year Treasury Yield About to Break Out? What Rising Rates Mean for Bonds and Borrowing, Janus Henderson AAA CLO ETF (JAAA), Barrett Business Services, Inc. (BBSI), The IPO Market, Dividend Reinvestment, Vanguard Mid-Cap Index Fund ETF Shares (VO). Our Next Wealth Webinar: “Beyond the Yield: How to Invest for Your Income Needs” June 30th, 2026 - 12:00 pmTo sign up: https://us06web.zoom.us/webinar/register/5717793889555/WN_XuoDgMVwSv6wZXXurrZTLgOur Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Chilipad and use my code sleep.me/INVEST for a great deal: https://sleep.me* Check out Plaud AI and use my code INVEST for a great deal: https://plaud.ai* Check out Progressive: https://www.progressive.com* Check out Quince and use my code quince.com/invest for a great deal: https://www.quince.com* Check out Scribe and use my code scribe.how/invest for a great deal: https://scribe.com* Check out TaskRabbit and use my code INVEST for a great deal: https://taskrabbit.com* Check out TruDiagnostic and use my code INVEST20 for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands

www.iasoybeans.com/Farm4Profit Through more than 200 on-farm trials each year, the Iowa Soybean Association is helping farmers make better decisions based on real-world conditions, not controlled plots. Their work spans everything from seeding rates to fungicide use to nitrogen efficiency, all with one goal: improving profitability and sustainability at the farm level. One of the biggest takeaways? Many farmers are planting more soybean seeds than they need. Research shows populations can often be reduced to around 110,000 seeds per acre without sacrificing yield, creating a clear opportunity to cut input costs in tight-margin years. Another major focus has been fungicide and insecticide applications. Despite common “program” approaches where these products are applied every season, multiple years of trials have shown that in the absence of disease pressure, these applications rarely pay. In fact, only about one in five blanket applications delivers a return, reinforcing the importance of scouting before making application decisions. The conversation also highlights how far crop genetics have come—reducing the need for routine treatments that may have made sense years ago but don't always deliver value today. On the corn side, nitrogen efficiency continues to stand out. Some of the most efficient operators are producing strong yields using as little as 0.6 pounds of nitrogen per bushel by leveraging practices like split applications and better timing. Trials are also exploring the value of stabilizers in spring-applied nitrogen, showing early signs that protecting that investment can make a difference. At its core, this episode reinforces a simple but powerful idea: farmers don't need more data—they need better data they can trust. And when that data comes directly from farms like theirs, it becomes a tool they can use with confidence. If you're looking for ways to trim costs, improve efficiency, and make smarter agronomic decisions, this is a conversation worth paying attention to. Want Farm4Profit Merch? Custom order your favorite items today!https://farmfocused.com/farm-4profit/ Don't forget to like the podcast on all platforms and leave a review where ever you listen! Website: www.Farm4Profit.comShareable episode link: https://intro-to-farm4profit.simplecast.comEmail address: Farm4profitllc@gmail.comCall/Text: 515.207.9640Subscribe to YouTube: https://www.youtube.com/channel/UCSR8c1BrCjNDDI_Acku5XqwFollow us on TikTok: https://www.tiktok.com/@farm4profitllc Connect with us on Facebook: https://www.facebook.com/Farm4ProfitLLC/Farm4Profit Media is not a financial, legal, or tax advisor. Content is provided for informational purposes only, and we serve solely as a platform for third-party opinions. Any actions taken based on this content are at your own risk. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Whoa, Shuhei!  We’ve got a lot to talk about.  Stack it up and feel the power!  Join Tricky, Alex and Yield as they discuss, among other things, LEGO Batman: Legacy of the Dark Knight, Darksiders, Nickelodeon All-Star Brawl 2, Destruction All-Stars, and The Witcher 3: Wild Hunt.  What’s more, we delve into price increases for both Steam Deck models, and we focus on Tim Sweeney’s unkind remarks toward Valve.  As usual, the news is full of surprises.  Huh?  Microsoft and Xbox have delayed Fable?  Surely they aren’t running from Grand Theft Auto.  Surely. And if you think that’s all, then you’ve got another thing coming!  We hit the high notes, and we hit the low notes, but we’ll always bring the banter.  What are you waiting for? Dive in! As always, the opinions fly fast and heavy! Look out for this super-sized show, as the seemingly smallest conversation veers off into a multiverse of chit-chat. Sounds cool, huh? That’s the fancy way of saying “derailment.” And there’s plenty of that to go around! Let’s dance, Heroes of the XMB! In a bit of big news that would make the Teenage Mutant Ninja Turtles proud, iHeartRadio, Pandora and Spotify host episodes of Trophy Whores. It's a tremendous honor for the show to be part of three massive and respected entertainment communities, and Proven Gamer have only the fans to thank for pushing the podcast to soaring heights. The Trophy Whores work hard to put out a quality weekly show, but they owe so much love to their listeners, who keep the show strong and growing. If you want to support the show via Patreon, then check out our page, which shares the tiers for all of our Patrons! We appreciate your support (and your ears)! Please subscribe to the Trophy Whores feed in iTunes, Google Play, TuneIn, IHeartRadio, Stitcher, or RSS and please leave a review. We won't give you cookies, but it will help us make the show better. You can find us on Twitter: @TrophyWhores and @ProvenGamer You can also email us at TrophyWhores. If you wish, you can always download the show here – Trophy Whores 717 – Tim Sweeney Blows Steam at Valve

The Mercantilist Restoration - https://anthonyfatseas.substack.com/p/the-mercantilist-restoration-howOn this episode of the WTFinance podcast I had the pleasure of welcoming back Lyn Alden. Lyn Alden is the founder of Lyn Alden Investment Strategy, the author of Broken Money, and one of the most rigorous and original macro voices in finance today.During our conversation we spoke about her overview of the economy, gradual printing, FED actions, Fiscal dominance and impact on US hegemon, Economic Statecraft, AI Capex, Stocks and more. I hope you enjoy!0:00 - Introduction1:59 - Overview of economy6:38 - Gradual print9:22 - Yield curve control13:03 - FED cut rates?16:24 - FED still needed?17:49 - Fiscal Dominance & US Hegemony19:25 - Economic Statecraft21:56 - Chinese manufacturing inbalance27:12 - Chokepoints29:34 - West moving to Chinese led model?32:34 - AI Capex36:09 - Which sectors Lyn is watching?39:49 - Central banks buying gold42:39 - US dollar price setter46:54 - One message to takeaway?Lyn runs an investment research service for both retail and institutional investors at LynAlden.com. Her focus is on fundamental investing with a global macro overlay, with an emphasis on equities, currencies, commodities, and digital assets. Lyn has also worked for over a decade in the aviation industry in a range of roles, starting as an electronics engineer and moving into project and facility management, and engineering finance. Eventually she became the head engineer and head of technical procurement for the facility, before retiring in her 30s. Lyn has a bachelor's in electronics engineering and a master's in engineering management, with a focus on engineering economics and financial modelling. Lyn Alden - Website - https://www.lynalden.com/LinkedIn - https://www.linkedin.com/in/lynalden/Twitter - https://twitter.com/lynaldencontact?lang=enWTFinance -Instagram - https://www.instagram.com/wtfinancee/Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfniTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4Twitter - https://twitter.com/AnthonyFatseas

Get in on the fun, baby! This week, resident agronomist Peter "Wheat Pete" Johnson covers everything from winter canola opportunities and wheat pollination weather to stripe rust concerns, crusted crops, volunteer corn control, and why chasing perfection is still a worthwhile goal. Along the way, Pete reminds listeners to stay open to new ideas, question... Read More

In this episode, we discussed how structural pressures from the AI buildout are real, but they are growing slowly, not driving the yield moves investors are watching right now. The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the sole responsibility of the listener. The information included herein is not based on any particularized financial situation, or need, and is not intended to be, and should not be construed as, a forecast, research, investment advice or a recommendation for any specific PIMCO or other security, strategy, product or service. Past performance is not a guarantee of future results. All investments contain risk and may lose value. Investors should speak to their financial advisors regarding the investment mix that may be right for them based on their financial situation and investment objective. Podcasts may involve discussions with non-PIMCO personnel and such content contain the current opinions of the speaker but not necessarily those of PIMCO. Other podcasts may consist of audio recording of an existing PIMCO article and such material contains the current opinions of the manager. The opinions expressed in all podcasts are subject to change without notice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. PIMCO as a general matter provides services to qualified institutions, financial intermediaries and institutional investors. This is not an offer to any person in any jurisdiction where unlawful or unauthorized. For additional important information go to www.pimco.com/gbl/en/general/legal-pages/podcast-disclosures CMR2026-0521-5513952-T

Send us Fan MailStay Connectedhttps://www.commstock.com/https://www.facebook.com/CommStockInvestments/https://www.youtube.com/channel/UClP8BeFK278ZJ05NNoFk5Fghttps://www.linkedin.com/company/commstock-investments/

Crystal Rivers | Open Book | May 26, 2026 Give thanks deeply for the goodness of God, especially for the privilege of being planted in a community where truth is pursued, received, tested, and lived out. Do not take lightly the grace of being surrounded by people who are learning to follow the Spirit, grow in the word, and become more like Christ. This is not a call to pride or comparison with others, but to gratitude and responsibility. When God places you in an environment where truth is unveiled, He expects you to respond with hunger, obedience, discipline, and transformation. You must understand righteousness as a journey of formation. First, righteousness is imputed to you as a gift through faith in Christ. You did not earn it; it was given by grace through the finished work of Jesus. You must reckon yourself dead to sin and alive to God. This reckoning is important because you cannot live rightly if you do not first believe and accept what Christ has made available to you. Then righteousness must be imparted to you as you hear, receive, and obey the word of God. This is where transformation happens. The word renews the mind, reshapes the heart, corrects wrong patterns, and forms Christ within you. You do not become mature simply because righteousness was imputed to you; you grow as you submit to the word and allow it to work deeply in you. Finally, righteousness must become your garment. This is the place where righteousness is no longer something you occasionally attempt; it becomes your nature. Your responses, choices, instincts, and desires begin to reflect Christ naturally. You do not have to be forced to obey God because obedience has become your life. This is maturity: when living as a son becomes your true expression. Return continually to the secret place. The most holy place is not meant to be visited occasionally; it is meant to become your dwelling. The presence of God is where you are transformed, corrected, strengthened, and built. Psalm 91 is not just a promise to quote; it is a dwelling to enter. Learn to remain where God can shape you. Learn to stay long enough for your mind to be renewed and your soul to be changed. Learn stillness. Before rushing into the noise of the day, practice gratitude, quietness, meditation, and attentiveness before God. Be still and know. If you refuse stillness, you will struggle to know. Stillness trains your spirit to hear, discern, and respond. Meditate on the word. Speak the word. Let it remain in your mouth until it becomes your reality. Do not only write notes from what you hear; internalize truth until it becomes life. Understand that intimacy with God is personal. No one can cultivate your secret place for you. You must learn to speak with the Lord, listen to Him, receive from Him, and allow Him to write His laws upon your heart. In that place, He builds you. He forms you as a living stone. He shapes you so you can fit into the spiritual house He is building. Do not resist the dealings of God. Coming before Him means coming ready to be purified. He will confront the flesh, expose false identities, challenge the “this is how I am” excuses, and strip away what cannot inherit His nature. The pruning, chiseling, cutting, and correction are not signs of rejection; they are part of your preparation. You are being shaped for a place in His house. Yield to the process. Recognize that every believer has a role in the body. Do not think ministry belongs only to apostles, prophets, pastors, teachers, and evangelists. Their work is to equip the saints, but the saints must do the work of ministry. Helps, administration, government, encouragement, giving, accountability, discipleship, hospitality, kindness, intercession, and support are all spiritual operations when done in obedience to God. Do not despise small acts. A phone call, a word of encouragement, a shared insight, financial help, a prayer, or a simple act of care can supply strength to the body. Exercise your priesthood over your life, your home, your work, your territory, and your circumstances. Do not assume every breakthrough will happen simply because a prophetic word was spoken. Some things require prayer, fasting, obedience, warfare, discipline, and sustained priestly engagement. Take charge spiritually where things appear disorderly. Do not surrender your atmosphere to darkness. Learn to stand in your priesthood and enforce the will of God. Pay attention when God repeats a matter through different vessels. Repetition is often confirmation. When the same emphasis comes again and again, do not treat it casually. God may be pointing to something He wants rooted out, planted, rebuilt, or established in you. Submit to the work of true spiritual foundations. Stay long enough for what is wrong to be uprooted and what is of Christ to be built properly. Zoom every weekday : http://www.caveadullam.org/zoom

Prayer: The Extraordinary Invitation - You're Invited... to Yield The weekly “message” podcast from Connection Community Church in Middletown Delaware is posted on Sundays. For more information about our church, visit our website at JustShowUp.church or, for sermon notes, visit Messages.JustShowUp.church.

For episode 737 of the BlockHash Podcast, host Brandon Zemp is joined by Jesse Shrader, CEO & Co-founder of Amboss, where they are building the backbone for enterprise Lightning adoption and decentralized finance through several key initiatives.

Schalk Louw from PSG Old Oak breaks down strong results from Lewis and Life Healthcare – and why the market still sold the stocks off. Mark Diuga, CEO of Bitexen, unpacks the Sarb and National Treasury's updated statement on the draft capital flow management regulations, which has helped calm initial market fears. Plus, Simon shares why SpaceX is increasingly being valued as an AI company rather than just a space stock.

"In the reign of the wicked Emperor Maximilian, there lived in Alexandria a maiden, Theodora, well-educated and of noble lineage. She was brought to trial before the pagans for her Christian faith. After long interrogation and torture for the Faith, the prince, her tormentor, ordered that she be thrown into a brothel and the soldiers given free access to her to indulge their carnal lusts. Theodora prayed fervently to God to save her from defilement, and, when she had prayed, a soldier called Didymus came in to her and told her that he was a servant of Christ. He dressed her in his soldier's garb and himself in her dress, then let her out and remained in the brothel himself. He was seized and brought before the judge, where he acknowledged that he was a Christian and had saved Theodora, and was now prepared to die for Christ. He was condemned to death and taken out to the place of execution. Theodora ran up to him there and cried out: 'Although you saved my honour, I did not ask you to save me from death. Yield the martyr's death to me!' Didymus replied: 'My beloved sister, do not hinder my death for Christ, nor the washing of my sins in my blood.' Hearing this exchange, the pagans condemned them both to death, and they were beheaded and their bodies burned. They suffered with honour and received eternal wreaths of glory in Alexandria in the year 304." (Prologue)

Whoa, Shuhei!  We’ve got a lot to talk about.  Stack it up and feel the power of a fearsome foursome!  Join Matt, Tricky, Alex and Yield as they discuss, among other things, Saros, LEGO Batman: Legacy of the Dark Knight, Gothic 1 Remake, and Pragmata.  What’s more, we delve into Bungie’s plans post Destiny 2, and we focus on Ubisoft’s newest financial woes.  As usual, the news is full of surprises.  Huh?  Sony is hosting a State of Play on June 2?  Can you say, “Wolverine”?  Adamantium! And if you think that’s all, then you’ve got another thing coming!  We hit the high notes, and we hit the low notes, but we’ll always bring the banter.  What are you waiting for? Dive in! As always, the opinions fly fast and heavy! Look out for this super-sized show, as the seemingly smallest conversation veers off into a multiverse of chit-chat. Sounds cool, huh? That’s the fancy way of saying “derailment.” And there’s plenty of that to go around! Let’s dance, Heroes of the XMB! In a bit of big news that would make the Teenage Mutant Ninja Turtles proud, iHeartRadio, Pandora and Spotify host episodes of Trophy Whores. It's a tremendous honor for the show to be part of three massive and respected entertainment communities, and Proven Gamer have only the fans to thank for pushing the podcast to soaring heights. The Trophy Whores work hard to put out a quality weekly show, but they owe so much love to their listeners, who keep the show strong and growing. If you want to support the show via Patreon, then check out our page, which shares the tiers for all of our Patrons! We appreciate your support (and your ears)! Please subscribe to the Trophy Whores feed in iTunes, Google Play, TuneIn, IHeartRadio, Stitcher, or RSS and please leave a review. We won't give you cookies, but it will help us make the show better. You can find us on Twitter: @TrophyWhores and @ProvenGamer You can also email us at TrophyWhores. If you wish, you can always download the show here – Trophy Whores 716 – This is how Destiny Dies

Daniel Lam discusses the relationship between movements in the US 10-year Treasury yield and US equities and outlines how investors should prepare for such moves.  Speaker: - Daniel Lam, Head, Cross-asset Derivative Strategy, Standard Chartered BankFor the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth Insights on YouTube.

High Yield Landlord's Jussi Askola joins us to discuss mispriced opportunities in the REIT space (0:30) Look beyond dividends, think of REITs as total return investments (3:20) Self storage and healthcare - 2 attractive REITs (5:00) Tenants a major factor (9:25) Cannabis rescheduling good for NLCP and IIPR (10:30) REITs becoming more independent from interest rates (17:30) AI immunity trade (19:10)Episode transcriptsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Sermon by Amy Phillips.

Sermon by Steve Fry

Sermon by Garrett Waltz.

– Happy Memorial Day – A WARM DHU welcome to Kevin Warsh – good luck fella, you are going to need it sir. – The new transient inflation. – Another BOARD? These guys like to make exclusive clubs… 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 - Happy Memorial Day - A WARM DHU welcome to Kevin Warsh - good luck fella, you are going to need it - The new transient inflation - Another BOARD? These guys like to make exclusive clubs... Markets - Starting to come in a bit..... - Yield curve steepening - potential for a hike over cuts - YIELDS! - Fuels running low - we have the list OH MY... - The 30-year U.S. Treasury yield has surged to around 5.14%, putting it at its highest level since the run-up to the 2008 financial crisis - Bets are pricing in the increasingly possibility of it reaching 5.5% to 6%, which would mark the highest levels since late 1999 - 30-Year mortgage near 6.35% (average) - DOWN from 6.91% at start of 2026 30-Year Yield Bored of Boards - The Board of Peace - remember that one? That was established in 2025 with 15+ countries that pitched in $1 billion for permanent seat - Indefinitely chaired by President Trump, the governing board is a mix of U.S. officials and prominent American businessmen. - So much for the peace part of that.... - Now we hear about the Board of Investment ---The US and China are discussing a mechanism for fast-tracking some Chinese investment deals and a reduction in tariffs on non-critical goods. - Treasury Secretary Scott Bessent mentioned a "Board of Investment" that will be responsible for investment in non-sensitive areas. - The idea of the "Board of Investment" is to have a mechanism that could allow deals that wouldn't need to be referred to the Committee on Foreign Investment in the United States. - In other words - working outside of the established channels that primary function is to determine whether these transactions pose risks to U.S. national security. IRAN - On and off as usual - Cancelled a scheduled bombing? - President Trump speaking with reporters says he will know "soon" if U.S. needs to give Iran another big hit; says Gulf states are helping with negotiations; says Iran keeps agreeing to things and changing their mind; says Iran has 2-3 days to make a deal - This is the parental attempt to manupluate a child - I am going to count to THREE.... 1-2-3-4-5-6 China Trip - Chinese President Xi Jinping warned U.S. President Donald Trump on Thursday that the U.S. and China “will have clashes and even conflicts” if the long-standing issue of Taiwan's independence is mishandled. - Speaking just ahead of Trump, Xi noted the global attention on the meeting, and said a major question for the two countries was whether they could avoid the “Thucydides Trap,” according to an official English translation of his remarks broadcast by CCTV. - The Thucydides Trap refers to how tensions historically between a rising and ruling power have often resulted in a war. Some Observations - Veggie Prices are off the charts --- Cauliflower $9, Carrots $6 small bag (not organic) - - Favorite produce store noticed things going bad.... Realized that people are not buying stuff PPI Inflation - HOTTTTTTTT - Headline MoM: +1.4% - YoY: +6.0% - Core PPI (ex food & energy): about +1.0% MoM - Energy was a big part, but services also saw a large move - Highest monthly increase since march 2022 --- In reaction bonds are selling off - highest on 10 and 30 year since March 2024 (10 YR Broke above 4.65) Outbreak - An Ebola outbreak in the Democratic Republic of Congo and Uganda has been declared a public health emergency of international concern by the World Health Organization - 80 deaths were attributed to the disease. - Outbreak does not meet pandemic criteria, WHO says - Eight laboratory-confirmed cases and 246 suspected cases - At least six Americans in the DRC have been exposed to the Ebola virus, with three exposures deemed high risk WHAT? - One of the highest margin foods, pizza and pasta - Domino's Pizza, is among the pizza giants whose franchisees have filed for bankruptcy - Papa Johns: We have identified approximately 300 underperforming restaurants across North America that are not meeting brand expectations or lack a clear path to sustainable financial improvement, as well as locations where we can effectively transfer sales to a nearby restaurant - Pizza Hut, which also hasn't filed for bankruptcy (YET) , won't be left out of closings as the company's parent Yum! Brands in February said that it would close 250 underperforming locations as part of its Hut Forward plan in the first half of 2026. - PZZA down 65% over the past 5 years - The Papa John's board formally ousted founder and former CEO John "Papa" John" Schnatter in a series of steps culminating in July 2018 and March 2019 BONDS - Yields Spiking - U.S. Treasury yields spiked on Friday following a week of messy inflation data and as traders looked to price interest rate policy under new Federal Reserve Chair Kevin Warsh. - The yield on the 30-year bond jumped nearly 11 basis points to yield 5.121%, the highest since May 22, 2025, and nearing the highest since October 2023. - Japanese long-term bond yields have surged to multi-decade highs, with the 10-year Japanese Government Bond (JGB) hitting 2.8%—its highest level since October 1996 M&A Utilities - U.S. power companies NextEra Energy and Dominion Energy announced a plan to merge on Monday in a $66.8 billion deal that ?will form one of the world's largest electric utilities during an expansion of energy-intensive data centers to support artificial intelligence. - The all-stock transaction, which is pending ?regulatory approvals, is one of the largest-ever energy mergers. - Industry consolidation - -- This year, AES Corp agreed to be acquired by a consortium led by Global Infrastructure Partners and Swedish ?private-equity firm EQT AB for $33.4 billion. ---- That followed Constellation Energy's $16 billion deal with Calpine and Blackstone's $11.5 billion deal for TXNM Energy last year. SOYBEANS - Trump's visit to China yielded little in the way of anything - The United States expects China to sign up to buy "double-digit billions" worth of U.S. farm goods following a summit between Presidents Donald ?Trump and Xi Jinping in Beijing, U.S. Trade Representative Jamieson Greer said on ?Friday. - Greer noted the 25 million metric ton per year soybean deal agreed last October and said the U.S. also expects to "see an agreement for double-digit billion purchases of ags over the next three years per year ?coming out of this visit." - Soybeans and other commodity prices moved higher on Monday as the news was disseminated. CHYNA Deals? - Looks like Boeing got an order of 200 more planes from China. ---- The problem is that was much less that was expected -- Boeing was down on the news. - Some murmurs about China buying more energy (oil, gas) from US - - - There was also something said about President Xi asking about the US intentions of Taiwan Bessent - Transitory - Even with recent inflation news universally bad, Treasury Secretary Scott Bessent expects price pressures to ease soon, just in time for new Fed Chair Kevin Warsh to take over. -- Why are we listening to this crew? They have been wrong about everything - but say it with such confidence. - WAIT FOR IT...... - “I firmly believe that nothing is more transient than a supply shock, and we can, we can look through that, because before the Iranian conflict began, core inflation was coming down. - He noted that he sees substantial disinflation ahead ----- IF there is substantial disinflation that would be bad news as the economy will be slowing precipitously - could be problematic - so it is not clear what he is so excited about Earnings - NVDA is going to be position earnings Wednesday after the close - So far Semiconductor companies and storage companies have been saying that the orders keep flowing in and -  Wall Street analysts project EPS of $1.78 on revenue of $79.2 billion, representing a year-over-year revenue increase of roughly 80%. Open AI - Musk - R0und 1- Musk looses on what looks to be a technicality - Perhaps jurors were miffed that he skipped closing arguments and went to China instead (to be the the Trump Posse) - Naturally he is already discussing appeal Even more Create Financing - Google (GOOG/GOOGL) and Blackstone (BX) are drawing significant investor attention following the announcement of TPU Cloud, a new U.S.-based joint venture designed to commercialize GOOG's Tensor Processing Unit infrastructure at greater scale. - The partnership underscores the accelerating arms race in AI infrastructure, while also highlighting how hyperscalers are increasingly turning to alternative financing structures to fund the enormous capital requirements tied to next-generation AI compute expansion. Fuel Shortages - In case anyone thought otherwise - the Straight is till closed. Fuel Running Low - India: Severe LPG (cooking gas) shortages, rationing in many areas - Pakistan & Bangladesh: Critical LPG and diesel shortages - Southeast Asia (Thailand, Vietnam, Philippines, Indonesia, Malaysia): Jet fuel & diesel shortages, flight cuts - South Korea & Taiwan: Tight jet fuel and refined product stocks - Europe (especially UK): Jet fuel critically low, risk of flight cancellations - Africa (South Africa, Nigeria, parts of East Africa): Jet fuel and import shortages - CUBA - OUT Cooking Fuel (LPG) Shortages - India: Severe shortages, long queues, rationing - Pakistan: Critical LPG shortage, heavy rationing - Bangladesh: Major shortages, price spikes - Nepal & Sri Lanka: Supply cuts, half-filled cylinders common - Southeast Asia (Indonesia, Philippines, Thailand, etc.): Tight supplies and high prices - Africa: Sharp price increases, reduced affordability - Europe/US: Mostly higher prices, no major physical shortages Love the Show? Then how about a Donation? Announcing the THE CLOSEST TO THE PIN for SALESFORCE (CRM)   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

Whoa, Shuhei!  We’ve got a lot to talk about.  Stack it up and feel the power of a fearsome foursome!  Join Matt, Tricky, Alex and Yield as they discuss, among other things, Saros, Mouse: P.I. for Hire, Subnautica 2, and Battlestar Galactica: Scattered Hopes.  What’s more, we delve into the rising cost of video game consoles, and we focus on Scuf Gaming’s $220 Omega controller for Playstation 5.   As usual, the news is full of surprises.  Huh?  Who’s that in the distance?  Is that Ezio Auditore? And if you think that’s all, then you’ve got another thing coming!  We hit the high notes, and we hit the low notes, but we’ll always bring the banter.  What are you waiting for? Dive in! As always, the opinions fly fast and heavy! Look out for this super-sized show, as the seemingly smallest conversation veers off into a multiverse of chit-chat. Sounds cool, huh? That’s the fancy way of saying “derailment.” And there’s plenty of that to go around! Let’s dance, Heroes of the XMB! In a bit of big news that would make the Teenage Mutant Ninja Turtles proud, iHeartRadio, Pandora and Spotify host episodes of Trophy Whores. It's a tremendous honor for the show to be part of three massive and respected entertainment communities, and Proven Gamer have only the fans to thank for pushing the podcast to soaring heights. The Trophy Whores work hard to put out a quality weekly show, but they owe so much love to their listeners, who keep the show strong and growing. If you want to support the show via Patreon, then check out our page, which shares the tiers for all of our Patrons! We appreciate your support (and your ears)! Please subscribe to the Trophy Whores feed in iTunes, Google Play, TuneIn, IHeartRadio, Stitcher, or RSS and please leave a review. We won't give you cookies, but it will help us make the show better. You can find us on Twitter: @TrophyWhores and @ProvenGamer You can also email us at TrophyWhores. If you wish, you can always download the show here – Trophy Whores 715 – Priced Not to Sell

he age at which you file for Social Security will be one of the most important retirement-related decisions you'll make. Robert Brokamp discusses the pros and cons of delaying with CPA and financial planner Mike Piper, the creator of Opensocialsecurity.com, a free tool that helps retirees choose the optimal age to claim benefits. Also in this episode:-A report from Standard & Poor's finds that only 1 in 10 mutual funds that performed in top 25% from 2016-2020 remained in the top 25% from 2021-2025-Home price growth has begun lagging inflation, and many cities are still below their 2022 highs-The dividend yield on the S&P 500 hits an all-time low, falling below the previous low reached at the height of the dot-come bubble-With the end of the school year near, your kids or grandkids are one year closer to college – now is a good time to evaluate your 529 plan and whether you're saving enough Host: Robert Brokamp, CFP®, EAGuest: Mike Piper, CFA, PFSEngineer: Bart Shannon Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices