POPULARITY
Categories
414 episodes with yields
99 episodes with yields
56 episodes with yields
53 episodes with yields
119 episodes with yields
52 episodes with yields
41 episodes with yields
47 episodes with yields
41 episodes with yields
21 episodes with yields
17 episodes with yields
18 episodes with yields
22 episodes with yields
22 episodes with yields
59 episodes with yields
27 episodes with yields
16 episodes with yields
21 episodes with yields
25 episodes with yields
26 episodes with yields
24 episodes with yields
16 episodes with yields
12 episodes with yields
24 episodes with yields
12 episodes with yields
16 episodes with yields
8 episodes with yields
18 episodes with yields
15 episodes with yields
13 episodes with yields
11 episodes with yields
9 episodes with yields
14 episodes with yields
24 episodes with yields
9 episodes with yields
23 episodes with yields
8 episodes with yields
10 episodes with yields
11 episodes with yields
10 episodes with yields
9 episodes with yields
8 episodes with yields
6 episodes with yields
5 episodes with yields
10 episodes with yields
8 episodes with yields
12 episodes with yields
6 episodes with yields
10 episodes with yields
6 episodes with yields
6 episodes with yields
8 episodes with yields
8 episodes with yields
7 episodes with yields
Yields spiking as markets digested this morning's hot inflation data. How our traders are navigating the market's reaction, and what the PPI report means for the Federal Reserve's next rate move. Plus Trade Desk shares taking another big blow on reports that Walmart is changing up its advertising strategy. What it means for the company's business, and what one analyst sees in store for the ad space.Fast Money Disclaimer
Troy Swift started farming at age 42, and has achieved incredible results using regenerative practices in his Texas pecan grove: increasing yields in certain varieties by up to 6X, while cutting nitrogen inputs by 97%, reducing insecticides, and eliminating herbicides. Troy is a first-generation farmer from Central Texas who transitioned to pecan farming after a career in the composite jet engine industry. With a data-driven mindset from his manufacturing background, he now manages 126 acres of hybrid and native pecans along the San Marcos River and serves as president of the Texas Pecan Growers Association. Troy's 27 years of growing experience shape his innovative approach to regenerative agriculture. Since 2019, Troy has embraced regenerative practices: eliminating mowing and herbicides, and using wood chips and Johnson-Su bioreactors to boost soil health. His orchard serves as a research hub for institutions like the Noble Research Institute, providing data on soil, nut nutrition, and economics. Troy's work inspires farmers and bridges the gap between academia and agriculture. In this episode, John and Troy discuss: Troy's transition from the composite jet engine industry to becoming a first-generation pecan farmer Shifting to regenerative practices, including eliminating mowing Reducing nitrogen inputs from 80-100 pounds per acre to just 2.4 pounds Using bats for pest control and their impact on reducing insecticide use in pecan orchards The importance of data-driven farming, with insights from soil and leaf analyses showing increased nutrient availability Troy's leadership in fostering collaboration between farmers and academia to advance regenerative agriculture research Additional Resources To learn more about Troy and to purchase Swift River Pecans, please visit: https://www.swiftriverpecans.com/ About John Kempf John Kempf is the founder of Advancing Eco Agriculture (AEA). A top expert in biological and regenerative farming, John founded AEA in 2006 to help fellow farmers by providing the education, tools, and strategies that will have a global effect on the food supply and those who grow it. Through intense study and the knowledge gleaned from many industry leaders, John is building a comprehensive systems-based approach to plant nutrition – a system solidly based on the sciences of plant physiology, mineral nutrition, and soil microbiology. Support For This Show & Helping You Grow Since 2006, AEA has been on a mission to help growers become more resilient, efficient, and profitable with regenerative agriculture. AEA works directly with growers to apply its unique line of liquid mineral crop nutrition products and biological inoculants. Informed by cutting-edge plant and soil data-gathering techniques, AEA's science-based programs empower farm operations to meet the crop quality markers that matter the most. AEA has created real and lasting change on millions of acres with its products and data-driven services by working hand-in-hand with growers to produce healthier soil, stronger crops, and higher profits. Beyond working on the ground with growers, AEA leads in regenerative agriculture media and education, producing and distributing the popular and highly-regarded Regenerative Agriculture Podcast, inspiring webinars, and other educational content that serve as go-to resources for growers worldwide. Learn more about AEA's regenerative programs and products: https://www.advancingecoag.com
In this episode of the HVAC Know It All Podcast, host Gary McCreadie chats with John Zimmerman, Founder & CEO of Harvest Integrated, to kick off a two-part conversation about the unique challenges of HVAC systems in the cannabis industry. John, who has a strong background in data center cooling, brings valuable expertise to the table, now applied to creating optimal environments for indoor grow operations. At Harvest Integrated, John and his team provide “climate as a service,” helping cannabis growers with reliable and efficient HVAC systems, tailored to their specific needs. The discussion in part one focuses on the complexities of maintaining the perfect environment for plant growth. John explains how HVAC requirements for grow rooms are similar to those in data centers but with added challenges, like the high humidity produced by the plants. He walks Gary through the different stages of plant growth, including vegetative, flowering, and drying, and how each requires specific adjustments to temperature and humidity control. He also highlights the importance of redundancy in these systems to prevent costly downtime and potential crop loss. John shares how Harvest Integrated's business model offers a comprehensive service to growers, from designing and installing systems to maintaining and repairing them over time. The company's unique approach ensures that growers have the support they need without the typical issues of system failures and lack of proper service. Tune in for part one of this insightful conversation, and stay tuned for the second part where John talks about the real-world applications and challenges in the cannabis HVAC space. Expect to Learn: - The unique HVAC challenges of cannabis grow rooms and how they differ from other industries. - Why humidity control is key in maintaining a healthy environment for plants. - How each stage of plant growth requires specific temperature and humidity adjustments. - Why redundancy in HVAC systems is critical to prevent costly downtime. - How Harvest Integrated's "climate as a service" model supports growers with ongoing system management. Episode Highlights: [00:00] - Introduction to John Zimmerman and Harvest Integrated [03:35] - HVAC Challenges in Cannabis Grow Rooms [04:09] - Comparing Grow Room HVAC to Data Centers [05:32] - The Importance of Humidity Control in Growing Plants [08:33] - The Role of Redundancy in HVAC Systems [11:37] - Different Stages of Plant Growth and HVAC Needs [16:57] - How Harvest Integrated's "Climate as a Service" Model Works [19:17] - The Process of Designing and Maintaining Grow Room HVAC Systems This Episode is Kindly Sponsored by: Master: https://www.master.ca/ Cintas: https://www.cintas.com/ SupplyHouse: https://www.supplyhouse.com/ Cool Air Products: https://www.coolairproducts.net/ property.com: https://mccreadie.property.com Follow the Guest John Zimmerman on: LinkedIn: https://www.linkedin.com/in/john-zimmerman-p-e-3161216/ Harvest Integrated: https://www.linkedin.com/company/harvestintegrated/ Follow the Host: LinkedIn: https://www.linkedin.com/in/gary-mccreadie-38217a77/ Website: https://www.hvacknowitall.com Facebook: https://www.facebook.com/people/HVAC-Know-It-All-2/61569643061429/ Instagram: https://www.instagram.com/hvacknowitall1/
Variable rate (VR) fertilizer is paying dividends at Pitura Seeds, a fifth-generation seed farm in Domain, Man., where the team is focused on reallocating resources to the most productive areas of the field. Laird Lampertz says in this episode of Profitable Practices that the farm’s shift in mindset has been key. Instead of targeting the... Read More
Today's July CPI report could show if imported goods saw a blunter tariff impact after signs of that emerged in June. Yields might jump if the data come in hotter than expected.Important DisclosuresThis material is intended for general informational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions.The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.All names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security. Supporting documentation for any claims or statistical information is available upon request.Past performance is no guarantee of future results.Diversification and rebalancing strategies do not ensure a profit and do not protect against losses in declining markets.Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly. For more information on indexes, please see schwab.com/indexdefinitions.The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors.All expressions of opinion are subject to change without notice in reaction to shifting market, economic or political conditions. Data contained herein from third party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed.Investing involves risk, including loss of principal, and for some products and strategies, loss of more than your initial investment.The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.Apple Podcasts and the Apple logo are trademarks of Apple Inc., registered in the U.S. and other countries.Google Podcasts and the Google Podcasts logo are trademarks of Google LLC.Spotify and the Spotify logo are registered trademarks of Spotify AB.(0131-0825)
Sugar Beet crop is looking excellent Potential record yields? Harvesting has begun! Louisiana crop raised while Florida stays about the same Corn Huge record on yield! Due to lots of crops and good weather Biggest surprise? More acreage picked up Soy complex What corn gained, soybeans lost Planted acres and exports down Wheat More loss of acreage Yield up a bit Exports revised higher Not a customer on McKeany-Flavell's IQ Intelligence Platform? Visit mckeany-flavell.com to learn more about IQ, where we offer subscribers 24/7 access to real-time market updates and technical analysis discussion of supply and demand fundamentals price forecasts as well as charts, tables, and downloadable PowerPoint market overviews Host: Michael Caughlan, President & CEO Expert: Kevin Combs, Vice President – Global Sweeteners Specialist Expert: Eric Thornton, Senior Commodity Advisor
On 7th August 2025, the Bank of England cut the base rate to 4% — a move that's already sparking questions from commercial property investors. Prime yields often move in line with the base rate, and with yields tightening, is now the right time to buy… or should you wait?In this episode of The Honest Property Investment Podcast, I break down:What the rate cut means for prime yieldsWhy tighter yields can make deals more competitiveHow to approach investing when borrowing is cheaper but returns are slimmerThe value-add strategies that still make sense in this market — including ESG upgradesWhether you're actively looking for your next deal or just keeping an eye on the market, this episode will help you decide how to position yourself for the months ahead.Links & Resources:Book a strategy callFree investment calculator Take the quiz
Gold prices fell on Monday as investors awaited White House clarification regarding potential U.S. tariffs on imported gold bars as well as a U.S. inflation report that could provide an indication of the Federal Reserve's rate outlook.~This episode is sponsored by iTrust Capital~iTrustCapital | Get $100 Funding Reward + No Monthly Fees when you sign up using our custom link! ➜ https://bit.ly/iTrustPaulGuest: Andy Schectman | President & Owner of Miles Franklin Miles Franklin website ➜ https://milesfranklin.com/Miles Franklin Youtube channel ➜ https://www.youtube.com/@MilesFranklinMedia00:00 Intro00:06 Sponsor: iTrust Capital00:35 Trump Gold Tariff Chaos!01:55 Tariff Whiplash Exposes Gold Market06:19 Gold Withdrawal Delays09:48 Uncertainty Bad Enough10:13 Tokenized Gold Explodes12:49 BRINKS Stock Pumps13:20 TradFi Moving to Tokenization for Trust15:15 Paxos & Tether Gold Going Cross-Chain16:10 Gold DeFi Yields19:10 Katana DeFi Yields on Polygon20:04 Are Gold Yields a deal-breaker?21:15 Tokenized Gold Mines22:15 Gold DeFi Business Models23:14 Gold Bugs trusting crypto more?24:47 Gold-Backed Stablecoins vs BRICS27:27 Miles Franklin Update28:50 outro#Crypto #Gold #Ethereum~Gold Tariffs!? vs Crypto
BENJI is the World's First U.S.-registered money Market Fund, on-chain. The BENJI token can offer attractive yield, providing investors with the potential for income generation. ~This Episode is Sponsored By Coinbase~ Buy $50 & Get $50 for getting started on Coinbase➜ https://bit.ly/CBARRON Guest: Sandy Kaul - EVP at Franklin Templeton & Head of Franklin Innovation Download Benji Mobile App➜ https://bit.ly/BENJIFranklin 00:00 intro00:08 Sponsor: Coinbase00:30 Franklin Templeton Was First!01:09 BENJI Clients03:42 New Intraday Yields05:08 Streaming Yields Possible05:52 OnChain Costs & Fees07:13 Entire Market Moving On Chain08:32 Top Blockchains Using Benji09:47 Minimum Investment Requirements10:56 Regulation vs Stablecoins & Money Market Funds12:51 What Happens if Interest Rates Fall?14:10 Benji Self-Custody Wallet14:42 CeFi First Then DeFi15:44 DeFi Integrations with $BENJI16:04 Automated Looping Vaults18:59 Loyalty Reward Points20:47 RWA Cultural Assets Coming22:45 Too Early?24:05 New Chains Coming To $BENJI?24:54 outro #Ethereum #Crypto #Bitcoin~Franklin Templeton Making It Rain DeFi Yields!?
Jake Ewing farms 1,300 acres of corn in Western Illinois, a relatively small operation compared to neighboring farms. Jake's farm has been shaped by the need to compete in a region dominated by large-scale commodity crop production, forcing him to rethink traditional approaches to corn farming, and developing a focus on innovative, cost-effective practices. Jake's journey toward regenerative agriculture began with the purchase of a high-clearance sprayer, initially intended for conventional applications. This led to experiments with foliar fertilizers and reductions in herbicides and fungicides. His focus on soil health and plant nutrition has boosted yields to 275-285 bushels per acre, surpassing county averages while lowering costs. In this episode, John and Jake discuss: Reducing nitrogen applications to 160 pounds per acre, with only 100 pounds soil-applied, using foliar urea for efficiency. Foliar applications of manganese, copper, and cobalt to improve plant health and delay senescence, increasing yields. How foliar sprays in the evening with larger droplets enhance nutrient absorption by keeping solutions liquid longer. Eliminating insecticides and cutting fungicide use to a half-rate single pass, aiming for total elimination. How adequate manganese, copper, and zinc levels in sap tests reduce disease pressure, minimizing fungicide needs. About John Kempf John Kempf is the founder of Advancing Eco Agriculture (AEA). A top expert in biological and regenerative farming, John founded AEA in 2006 to help fellow farmers by providing the education, tools, and strategies that will have a global effect on the food supply and those who grow it. Through intense study and the knowledge gleaned from many industry leaders, John is building a comprehensive systems-based approach to plant nutrition – a system solidly based on the sciences of plant physiology, mineral nutrition, and soil microbiology. Support For This Show & Helping You Grow Since 2006, AEA has been on a mission to help growers become more resilient, efficient, and profitable with regenerative agriculture. AEA works directly with growers to apply its unique line of liquid mineral crop nutrition products and biological inoculants. Informed by cutting-edge plant and soil data-gathering techniques, AEA's science-based programs empower farm operations to meet the crop quality markers that matter the most. AEA has created real and lasting change on millions of acres with its products and data-driven services by working hand-in-hand with growers to produce healthier soil, stronger crops, and higher profits. Beyond working on the ground with growers, AEA leads in regenerative agriculture media and education, producing and distributing the popular and highly-regarded Regenerative Agriculture Podcast, inspiring webinars, and other educational content that serve as go-to resources for growers worldwide. Learn more about AEA's regenerative programs and products: https://www.advancingecoag.com
A look at the performance landscape and outlook for preferred securities through 2H25, including a review of sector risks and opportunities. Featured is Frank Sileo, Senior Fixed Income Strategist Americas, UBS Chief Investment Office. Host: Daniel Cassidy
Markets are in a positive mood, driven by corporate earnings that are exceeding expectations, and this is despite further 'tariff sabre-rattling' by President Donald Trump, who announced a potential 100% tariff on chips and semiconductors that are not manufactured in the US. Meanwhile, Switzerland has yet to successfully negotiate a reduction in the US tariff of 39%. Yields are slightly higher this morning, partly due to the underwhelming demand in yesterday's auction of new 10-year US Treasuries. For insights into the bank's investment strategy, we are joined by Nicolas Jordan from the CIO Investment Analysis team.(00:00) - Introduction: Helen Freer, Investment Writing (00:24) - Markets wrap-up: Roman Canziani, Head of Investment Writing (05:47) - Update from the CIO Office: Nicolas Jordan, CIO Investment Analysis (10:43) - Closing remarks: Helen Freer, Investment Writing Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.
Wall Street closed lower as rising rates and weak bond demand pressured markets. Treasury yields rose after soft bond auction results, dragging equities down. Healthcare stocks declined, with Eli Lilly falling on disappointing weight-loss drug data. Tech also struggled, with Fortinet plunging over 20% after a weak refresh cycle. Meanwhile, Trump announced tariffs on imported chips and urged Intel’s CEO to resign, unsettling the semiconductor space. In commodities, oil fell on news of a planned Trump-Putin meeting, easing geopolitical tensions. Elsewhere, the Bank of England cut rates to 4% in response to cooling inflation. Back home, Aussie shares are tracking lower for the week, though QBE is expected to report higher profits despite yield headwinds. The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.See omnystudio.com/listener for privacy information.
To find out about the harvest progress across the country, Michael Hennessy talks with John Brophy, Teagasc tillage advisor in north Kildare, and Ciaran Collins, Teagasc tillage specialist. They share yield updates for winter barley, wheat, oats, and oilseed rape, and discuss early results for spring barley. The conversation also covers how this year compares to past seasons and the prospects for later-sown crops. For more episodes and information from the Tillage Edge podcast go to:https://www.teagasc.ie/crops/crops/the-tillage-edge-podcast/ Produced on behalf of Teagasc by LastCastMedia.com
Send us a textStay Connectedhttps://www.commstock.com/https://www.facebook.com/CommStockInvestments/https://www.youtube.com/channel/UClP8BeFK278ZJ05NNoFk5Fghttps://www.linkedin.com/company/commstock-investments/
Comece seu dia com todas as informações essenciais para a abertura da bolsa com o Morning Call da Genial! O time da Genial comenta sobre as bolsas asiáticas, europeias e o futuro do mercado americano, além da expectativa para os mercados de ações, câmbio e juros. O Morning Call da Genial é transmitido, de segunda a sexta, às 8h45. Ative as notificações do programa e acompanhe ao vivo!
Mercado aguarda entrada em vigor das tarifas americanas nesta quarta-feira.
North Bay Resources Inc CEO Jared Lazerson talked with Proactive's Stephen Gunnion about the company's progress at its Fran project, including high-grade assay results and operational plans for its Bishop Gold Mill. Lazerson confirmed that North Bay has completed its initial test mining and is seeing encouraging assay results from the surface oxide zone at Fran. “There have been up to multi-ounce assays,” he said, noting that the mineralization appears to expand in several directions and increases with depth. The ore is described as highly mineralized and visibly distinct, with chalcopyrite, galena, and silver present. Lazerson highlighted that operations are already producing results: “Our mill is up and running. We've produced some gold there.” He outlined plans to ship ore to the mill imminently, targeting an initial throughput of 66 tonnes per week, with potential gross revenues of around $75,000 weekly. Costs are currently about $400 per tonne, giving an estimated $600 profit per tonne after refining. Longer term, the company is targeting a 10,000-tonne test permit and evaluating the path toward a large-scale operation. Lazerson said the broader resource could support a 1 million to 2 million tonne processing capacity. The aim is to become a mid-tier producer, with the potential to generate between $50 million and $100 million, depending on gold prices and comparable mine costs. The company is pursuing a dual-path strategy—short-term cash flow from high-grade ore while advancing toward large-scale development. Lazerson emphasized this approach helps avoid “endless dilution,” a risk many early-stage explorers face. Visit Proactive's YouTube channel for more videos, and don't forget to give this one a like, subscribe to the channel, and enable notifications for future content. #GoldMining #NorthBayResources #FranProject #JaredLazerson #GoldAssays #MiningStocks #BishopGoldMill #JuniorMining #PreciousMetals #MiningInvestment
Mercado aguarda entrada em vigor das tarifas americanas nesta quarta-feira.
Bolsas tentam manter alta impulsionada por apostas em cortes do Fed.
Dólar e yields sobem. Bolsas tentam sustentar alta. Comece seu dia com todas as informações essenciais para a abertura da bolsa com o Morning Call da Genial! O time da Genial comenta sobre as bolsas asiáticas, europeias e o futuro do mercado americano, além da expectativa para os mercados de ações, câmbio e juros. O Morning Call da Genial é transmitido, de segunda a sexta, às 8h45. Ative as notificações do programa e acompanhe ao vivo!
Bolsas tentam manter alta impulsionada por apostas em cortes do Fed.
Scott Bauer believes the markets could grind higher as yields fall lower. In the energy markets, Scott examines OPEC+ headlines that have the group looking to ramp up production. He weighs in on the possibility of India facing higher tariffs or sanctions due to importing Russian oil. Then, Scott looks at the fragility of the U.S. Dollar (/DX) in the wake of the latest labor market data.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
Christian Science Bible Lesson read from New International Version, copyright by Biblica and 21st Century Science and Health with Key to the Scriptures: A modern version of Mary Baker Eddy's Science and Health, copyright by Cheryl Petersenhttps://www.amazon.com/dp/B0F5NT6KJ6https://healingsciencetoday.wordpress.com/https://www.amazon.com/dp/B0F6D1CCTH
John Cole Scott, President of CEF Advisors and Chairman of the Active Investment Company Alliance, digs into his firm's data to look at how many categories of closed-end funds are delivering double-digit yields now, in some cases doubling the average payouts in the underlying asset class. He talks about judging how real the big payouts are, and which areas of the market are delivering the best combination of yield and discount.
Lisa Shalett, our Wealth Management CIO, and Andrew Sheets, our Head of Corporate Credit Research, conclude their discussion of American Exceptionalism, factoring in fixed income, in the second of a two-part episode.Read more insights from Morgan Stanley.----- Transcript -----Andrew Sheets: Welcome to Thoughts on the Market. I'm Andrew Sheets, Head of Corporate Credit Research at Morgan Stanley. Lisa Shalett: And I'm Lisa Shalett, Chief Investment Officer for Morgan Stanley Wealth Management. Andrew Sheets: Today – a today a concluding look at the theme of American exceptionalism and how it factors into fixed income. It's Thursday, July 31st at 4pm in London. Lisa Shalett: And it's 11am here in New York. So, Andrew, it's my turn to ask you some questions. And yesterday we talked a lot about equity markets, globalization, some of the broader macro shifts. But I wanted to zoom in on the credit markets today and one of our themes in the American Exceptionalism paper was the constraints of debts and deficits and how they play in. With U.S. debts level soaring and interest costs rising, how concerned should investors be? Andrew Sheets: So, you alluded to this a bit on our discussion yesterday that we are in a very interesting divide where you have inequality between very well-off companies and weaker companies that aren't doing as well. You have a lot of division within households between those who are, doing better and struggling more with the rate environment. But you know, I think we also see that the large deficits that the U.S. Federal government are running are in some ways largely mirrored by very, very good private sector financial positions. In aggregate U.S. households have record levels of assets relative to debt at the end of 2024; in aggregate the financial position of the U.S. equity market has never been better. And so, this is a dynamic where lending to the private sector, whether that is to parts of the residential mortgage market or to the corporate credit market, does have some advantages; where not just are you dealing with arguably a better trend of financial position, but you're just getting less issuance. I think there are a number of factors that could cause the market to cause the difference of yield between the government debt and that private sector debt – that so-called spread – to be narrower than it otherwise would be.Lisa Shalett: Well, that's a pretty interesting and provocative idea because, one of the hypotheses that we laid out in our paper is that perhaps one of the consequences of this extraordinary period of monetary stimulus of financial repression and ultra low rates, of massive regulation of the systemically important banking system, has been the explosion of shadow banks, and the private credit markets. Our thesis is they're a misallocation of capital. Has there been excess risk taking – in that area? And how should we think about that asset class, number one? And, number two, are they increasingly, a source of liquidity and issuance, or are they a drain on the system? Andrew Sheets: This is, kind of, where your discussion of normalization is is so interesting because in aggregate household balance sheets are in very good shape; in aggregate corporate balance sheets are in very good shape. But I do think there's a distinct tail of the market. Lets call it 5 percent of the high yield market, where you really are looking at a corporate capital structure that was designed for for a much lower level of rates. It was designed for maybe a immediately post COVID environment where rates were on the floor and expected to stay there for a long period of time. And so, if we are moving to an environment where Fed funds is at 3 or 4. Or as you mentioned – hey, maybe you could justify a rate even a little bit higher and not be wildly off. Well then, you just have the wrong capital structure. You have the wrong level of leverage; and it's actually hard to do much about that other than to restructure that debt, or look to change it in a larger way. So, I think we'll see a dynamic similar to the equity market – where there is less dispersion between the haves and have nots. Lisa Shalett: As we kind of think about where there could be pockets of opportunity in credit and in private credit, both public and private credit, and where there could be risks. Can you just help me with that and explore that a little bit more? Andrew Sheets: I think where credit looks most interesting is in some ways where it looks most boring. I think where the case for credit is strongest is – the investment grade market in the U.S. pays 5.25 percent. A 6 percent long run return might be competitive with certain investors' long-term equity market forecasts, or at least not a million miles off. I think though the other area where this is going to be interesting is – do we see significantly more capital intensity out of the tech sector? And a real divide between fixed income and equities is that tech has so far really been an equity story.Lisa Shalett: Correct. Andrew Sheets: But this data center build out is just enormous. I mean, through 2028, our analysts at Morgan Stanley think it's close to $3 trillion with a 't'. And so there's a lot of interest in how can credit markets, how can private credit markets fund some of this build out; and there are opportunities and risks around that. And you know, something that I think credit's going to play an interesting part of. Lisa Shalett: And in that vision do you see the blurring of lines or a more competitive market between public and private? Andrew Sheets: I do think there's always a little bit of a funny nature about credit where it's not always clear why a particular corporate loan would need to be traded every day, would need to be marked every day. I think it is a little bit different from the equity market in that way. And I think you're also seeing a level of sophistication from investors who now have the ability to traffic across these markets and move capital between these markets, depending on where they think they're being better compensated or where there's better opportunities. So, I think we're kind of absolutely seeing the blur of these lines. And again, I think private credit has until recently been somewhat synonymous with high-yield lending, riskier lending, lower rated lending. Lisa Shalett: Correct. Yeah. Andrew Sheets: And, yet, the lending that we're seeing to some of this tech infrastructure is, you could argue, maybe more similar to Investment Grade lending – both in terms of risk, but also it pays a lot less. And so again, this is kind of an interesting transition where you're seeing a broader scope and absolutely, I think, more blurring of the line between these markets. Lisa Shalett: So, let's just switch gears a little bit and pull out from credit to the broader diversified cross-asset portfolio. And some of those cross-asset correlations are starting to break down; and we go through these periods where stocks and bonds are more often than not positively correlated in moving together. How are you beginning to think about duration risk in this environment? And have you made any adjustments to how you think about portfolio construction in light of these potentially shifting changes in correlations across assets?Andrew Sheets: I think there are kind of maybe two large takeaways I would take from this. First is I do think the big asset where we've seen the biggest change is in the U.S. dollar. The U.S. dollar, I think, for a lot of the period we've been discussing on these two episodes, was kind of the best of both worlds. And recently that's just really broken down. And so, I think, when we think about the reallocation to the rest of the world, the focus on diversification, I think this is absolutely something that is top of mind among non-U.S. investors that we're talking to, which is almost the U.S. equity piece is kind of a separate conversation.The other piece though, is some of this debate around yields and equities – and do equities fear higher rates or lower rates? Which one of those is the biggest problem? And there's a question of magnitude that's a little interesting here. Rates going higher might be a little bit more of a problem for the S&P 500 than rates going lower. That rates going higher might be more consistent with the scenario of temporary higher inflation. Maybe rates go lower [be]cause the market gets more excited about Federal Reserve cuts.But I think in terms of scenarios where – like where is the equity market really going to have a problem? Well, it's really going to have a problem if there's a recession. So, even though I think bonds have been less effective diversifiers, I really do think they're still going to serve a very healthy, helpful purpose around some of those potentially kind of bigger dynamics. Lisa Shalett: Yeah that very much jives with the way we've been thinking about it, particularly within the context of managing private wealth, where very often we're confronted with the, the question: What about 60-40? Is 60-40 dead? Is 60-40 back? Like, you talk about not wanting to hedge, I don't want to hedge either. But the answer to the question we agree is somewhat nuanced. Right?We do agree that this perfect world of negative correlations between stocks and bonds that we enjoyed for a good portion of the last 15 years probably is over. But that doesn't mean that bonds, and most specifically that 5 - 10 year part of the curve, doesn't have a really important role to play in portfolios. And the reason I say that is that one of the other elements of this conversation that we haven't really touched on is valuation and expected returns.I know that when I speak of the valuation-oriented topics and the CAPE ratio when expected 10-year returns, everyone's eyes glaze over and roll to the back of their head and they say, ‘Oh, here she goes again.' But look, I am in the camp that says an awful lot of growth has already been discounted and already been priced. And that it is much more likely that U.S. equities will return something closer to long run averages. So that's not awful. The lower volatility of a fixed income asset that's returning 6s and 7s has a definite role to play in portfolios for wealth clients who are by and large long term oriented investors who are not necessarily attempting to exploit 90-day volatility every quarter. Andrew Sheets: Without putting too fine of a point on it, I think when that question of is 60-40 over is phrased, I kind of think the subtext is often that it's the bond side, the 40 side that has a problem. And not to be the Fixed Income Defender on this podcast, but you could probably more easily argue that if we're talking about, well, which valuation is more stretched, the equity side or the bond side? I think it's the equity side that has a more stretched valuation.Lisa Shalett: Without a doubt, without a doubt. Andrew Sheets: Well, Lisa, thanks again for taking the time to talk. Lisa Shalett: Absolutely great to speak with you, Andrew, as always. Andrew Sheets: And thanks again for listening to this two-part conversation on American exceptionalism, the changes coming to that and how investors should position. And to our listeners, a reminder to take a moment to please review us wherever you listen. It helps more people find the show. And if you found this conversation insightful, tell a friend or colleague about Thoughts on the Market today.*****Lisa Shalett is a member of Morgan Stanley's Wealth Management Division and is not a member of Morgan Stanley's Research Department. Unless otherwise indicated, her views are her own and may differ from the views of the Morgan Stanley Research Department and from the views of others within Morgan Stanley.
SUBSCRIBE to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe Dan Nathan, Guy Adami & special guest Katie Stockton break down the top market headlines and bring you stock market trade ideas for Wednesday, July 30th Checkout Fairlead: https://www.fairleadstrategies.com/ Checkout Fairlead Funds: https://www.fairleadfunds.com/ --Learn more about FactSet: https://www.factset.com/lp/mrkt-callMRKT Call is brought to you by our presenting sponsors CME Group, FactSet, SoFi & MoneyLionSign up for our emailsFollow us on Twitter @MRKTCallFollow @GuyAdami on TwitterFollow @CarterBWorth on TwitterFollow us on Instagram @RiskReversalMediaLike us on Facebook @RiskReversalWatch all of our videos on YouTube Learn more about your ad choices. Visit megaphone.fm/adchoices
This episode was recorded at the 2025 Western Dairy Management Conference in Reno, Nevada.Dr. Lock begins with an overview of his presentation, discussing nutrition and genomics impacts on the speed of progress in milk fat production. He also talks about historic differences in milk fat production in Europe compared to the US. With the reduction in generation interval that genomics provides, a more complete understanding of rumen and mammary metabolism will continue to be imperative. How do we supply the nutrients she needs to meet her genetic potential? (3:34)Can we feed too much 16:0? The panel discusses how palmitic and other fatty acids are incorporated into milk fat. They emphasize that no matter what, milk fat will remain a liquid at body temperature, so that does provide some limitations. Processors can alter their protocols to account for increased palmitic acid in milk fat and for increased milk fat in milk overall. (8:35)There is a gene called DGAT that can explain about 50% of the variation in milk fat content. Dr. Lock discusses some research looking at more vs less favorable DGAT profiles and how feeding palmitic acid interacted with those profiles in milk fat production. (13:04)The panel discusses whether there is a physiological limit for how much milk fat a cow can produce. Traditionally, when milk yield increased, fat yield decreased, but that is not the current case. We are learning more all the time about altering rations and using new oilseed ingredients like whole cottonseed and high-oleic soybeans. Dr. De Souza emphasizes that understanding de novo fatty acid synthesis is really important to keep pace with genomic progress. (16:08)Amino acid supplementation has recently been linked with milk fat production, with the assumed mechanism of action being increased mammary gland enzyme synthesis and activity. Dr. Lock describes a study assessing amino acid-fatty acid interactions in fresh cows. The amino acid (metabolizable protein) effect was greater for fat yield than feeding fatty acids, which was interesting. But perhaps more exciting was the effects were additive. Feeding both high metabolizable protein and 2% palmitic:oleic acid blend resulted in 9.5 kg more energy-corrected milk and a carryover effect after supplementation ceased. (22:41)Dr. Lock summarizes some of his group's work on using oilseeds in dairy diets.(28:24)Dr. De Souza and Dr. Lock give some perspective on just how much we have learned about milk components over the last several years. (34:38)Panelists share their take-home thoughts, including practical advice on increasing milk fat production and what's on the horizon for fatty acid nutrition research. (37:15)Please subscribe and share with your industry friends to invite more people to join us at the Real Science Exchange virtual pub table. If you want one of our Real Science Exchange t-shirts, screenshot your rating, review, or subscription, and email a picture to anh.marketing@balchem.com. Include your size and mailing address, and we'll mail you a shirt.
Next in Media spoke with Marketecture CEO Ari Paparo, author of the new book "Yield: How Google Bought, Built, and Bullied Its Way to Advertising Dominance" about how Google was able to build a monopoly on programmatic ads, despite so many people in the ad industry shouting about it for years - and whether we can stop the next one.
What can AI do for your stocks? Here's what the new Sidekick LLM in Trendspider can do, plus I'm using the new Perplexity Browser - COMET. And is $YMAX worth a 60% weekly dividend payout? Here are the links to all the sales: SAVE ON TRENDSPIDER - GET THE ANNUAL SUBSCRIPTION TO GET MY 4 HOUR ALGORITHM
In this episode of Macro Mondays, James Todd, Will Cunliffe, and Edward Hayden-Briffett unpack the week that was in global markets. Markets are reacting to sweeping new trade deals - notably a major US-EU agreement involving zero tariffs and massive energy investments - while weak US and Eurozone PMIs, consolidating precious metals, and rising Japanese yields signal caution. Meanwhile, investors are withdrawing from US Treasuries amid political uncertainty, China's economy is under pressure despite upcoming stimulus, and global attention turns to a packed week of critical economic data releases.
Habitat Podcast #341 - In today's episode of The Habitat Podcast, we are back in the studio with Co-Host Andy Hutchens talking to Angelo Giannoni. We discuss: Kevin Gross farms in Central Michigan, focusing on habitat management and cover crops He transitioned from dairy farming to cash cropping with his uncles Kevin emphasizes the importance of soil health and no-till farming practices He uses diverse cover crop mixes, including sunflowers and radishes, to improve soil Yields have stabilized on sandy ground, achieving 191 bushels of corn in some areas Kevin's crop rotation includes alfalfa, oats, wheat, beans, and corn with cover crops He incorporates mobile hunting strategies to adapt to changing deer patterns Observing deer behavior while farming helps him identify effective hunting spots Kevin is excited about the return of pheasants in his area due to improved habitat He plans to host a field day to educate local farmers about cover cropping benefits And So Much More! Shop the new Amendment Collection from Vitalize Seed here: https://vitalizeseed.com/collections/new-natural-amendments PATREON - Patreon - Habitat Podcast Brand new HP Patreon for those who want to support the Habitat Podcast. Good luck this Fall and if you have a question yourself, just email us @ info@habitatpodcast.com -------------------------------------------------------------------------- Patreon - Habitat Podcast Latitude Outdoors - Saddle Hunting: https://bit.ly/hplatitude Stealth Strips - Stealth Outdoors: Use code Habitat10 at checkout https://bit.ly/stealthstripsHP Midwest Lifestyle Properties - https://bit.ly/3OeFhrm Vitalize Seed Food Plot Seed - https://bit.ly/vitalizeseed Down Burst Seeders - https://bit.ly/downburstseeders 10% code: HP10 Morse Nursery - http://bit.ly/MorseTrees 10% off w/code: HABITAT10 Packer Maxx - http://bit.ly/PACKERMAXX $25 off with code: HPC25 First Lite --> https://bit.ly/3EDbG6P LAND PLAN Property Consultations – HP Land Plans: LAND PLANS Leave us a review for a FREE DECAL - https://apple.co/2uhoqOO Morse Nursery Tree Dealer Pricing – info@habitatpodcast.com Habitat Podcast YOUTUBE - https://www.youtube.com/channel/UCmAUuvU9t25FOSstoFiaNdg Email us: info@habitatpodcast.com habitat management / deer habitat / food plots / hinge cut / food plot Learn more about your ad choices. Visit megaphone.fm/adchoices
RealDGC.com
RealDGC.com
Wall Street giants Goldman Sachs and BNY are preparing to offer institutional investors access to tokenized money market funds, which could unlock real-time settlement, 24/7 market access and more efficiencies across capital markets. Decentralised finance whales have pulled a whopping $1.7 billion worth of Ethereum from lending protocol Aave over the past week. As a result, available liquidity has shrunk and temporarily sent the interest rate the protocol charges borrowers to more than 10%.~This episode is sponsored by iTrust Capital~iTrustCapital | Get $100 Funding Reward + No Monthly Fees when you sign up using our custom link! ➜ https://bit.ly/iTrustPaulGuest: Stani Kulechov, Founder of AaveAave website ➜ https://bit.ly/AaveSite00:00 Intro00:17 Sponsor: iTrust Capital00:34 BNY Money Market01:54 Aave skyrocketing02:30 Explain: Ethereum Treasury companies strategy using Aave06:00 Ethereum Supply shock incoming?07:30 Could yield rates increase?08:28 How does Genius Act & Clarity Act affect Aave?10:50 $GHO Stablecoin 12:52 Tokenized stocks & ETFs coming to Aave?15:00 Will Robinhood use Aave?17:00 Biggest Aave chain in 2025: Arbitrum vs Avalanche vs Base?18:22 Bonus Aave Rewards19:15 Avara family of products: Upcoming updates to watch20:25 XRP & Solana on Aave?21:35 Outro#XRP #ethereum #Crypto~Ethereum Demand Skyrockets on Aave!
This Day in Legal History: Apollo 11On July 24, 1969, the Apollo 11 mission concluded when astronauts Neil Armstrong, Buzz Aldrin, and Michael Collins safely splashed down in the Pacific Ocean, returning from the first successful lunar landing. While the event was widely celebrated as a scientific and political triumph, it also raised an unexpectedly terrestrial legal issue: customs law. Upon returning to Earth, the astronauts were required to fill out a standard U.S. Customs declaration form. The departure point was listed as “Moon,” and the flight number: “Apollo 11.” Among the items declared were “moon rock and moon dust samples,” brought back from the lunar surface.Despite their unprecedented journey, the crew still had to comply with Department of Agriculture and Customs rules designed to monitor and control potentially hazardous biological materials. In the “Declaration of Health” section of the form, they noted that the presence of any condition that could spread disease was “To be determined.” This moment captured how U.S. law, even in its most routine forms, extended to the edge of human experience.The astronauts' re-entry into the U.S. technically triggered the same legal processes that greet travelers arriving from abroad. This event also underscored the broader legal challenge of adapting existing statutes to cover entirely new domains like space travel. Though humorous in hindsight, the customs declaration reflected a serious concern: whether extraterrestrial material might carry unknown biological risks.The completed form, now a historical artifact, reminds us that legal frameworks often evolve reactively. In 1969, space law was largely uncharted territory. Today, those early steps form part of the foundation for international agreements like the Outer Space Treaty and modern debates over resource rights beyond Earth.The U.S. Supreme Court granted President Donald Trump the authority to remove three Democratic members of the Consumer Product Safety Commission (CPSC), reversing a lower court ruling that had temporarily blocked the dismissals. The CPSC was established by Congress in 1972 as an independent agency to protect the public from hazardous products, and its members were traditionally shielded from at-will removal by the president. The justices, in a brief unsigned order, suggested that Trump was likely to prevail in arguing that the Constitution gives him broad authority to remove executive officials, even from agencies Congress meant to be independent.This move followed a June ruling by District Judge Matthew Maddox, who sided with the ousted commissioners, citing a 1935 Supreme Court precedent (Humphrey's Executor v. United States) that upheld removal protections for independent agency officials. The Supreme Court's majority, with all three liberal justices dissenting, appeared to undermine that precedent. Justice Elena Kagan's dissent warned that using the Court's emergency docket to erode agency independence risked shifting constitutional power toward the presidency.The fired commissioners, whose terms extended through 2025 to 2028, had sued Trump, arguing their removal lacked legal justification. Their attorney, Nicolas Sansone, criticized the Court's decision as harmful to public safety oversight. The Justice Department, however, contended that limiting the president's removal power was unconstitutional.This decision echoes a similar ruling in May allowing Trump to remove members of other federal boards, reinforcing a pattern of the Court endorsing expanded executive control over federal agencies.US Supreme Court lets Trump remove consumer product safety commissioners | ReutersSupreme Court Lets Trump Oust Top Consumer-Safety Officials - BloombergU.S. District Judge Julien Xavier Neals withdrew a June 30 opinion in a securities fraud case against CorMedix Inc. after attorneys pointed out significant factual and legal errors. Lawyers flagged that the opinion included invented quotes, misattributed statements, and references to non-existent or misidentified cases. Among the problems was a supposed quote from Dang v. Amarin Corp. about “classic evidence of scienter,” which does not appear in the actual case, as well as misquoted content from a case involving Intelligroup and a fabricated citation to a Verizon case in the Southern District of New York.The withdrawn opinion had denied CorMedix's motion to dismiss a shareholder lawsuit alleging the company misled investors about its FDA approval efforts for the drug DefenCath. CorMedix's counsel, Andrew Lichtman of Willkie Farr & Gallagher, raised concerns but clarified he wasn't seeking reconsideration, only correction of the record. The same opinion had been cited as persuasive authority in a separate but similar shareholder lawsuit against Outlook Therapeutics Inc., before being discredited due to its inaccuracies.The incident drew attention not just for the mistakes themselves, but because judicial errors of this nature are rare—especially when resembling the kind of AI-generated errors that have recently led to lawyer sanctions. There is no indication AI was involved in drafting Judge Neals' opinion, but the situation reflects heightened scrutiny of legal drafting in an era where reliance on technology is increasing.Judge Withdraws Pharma Opinion After Lawyer Flags Made-Up QuotesColumbia University has agreed to pay over $200 million to the U.S. government in a settlement with the Trump administration, resolving federal investigations and securing the reinstatement of most of its previously suspended federal funding. The dispute stemmed from Columbia's handling of pro-Palestinian campus protests and alleged antisemitism, which led the administration in March to freeze $400 million in grants. In addition to the main settlement, Columbia will pay $21 million to resolve claims brought by the Equal Employment Opportunity Commission.The agreement includes several conditions: Columbia must discipline students involved in severe campus disruptions, reform its Faculty Senate, review its international admissions process, and overhaul its Middle Eastern studies programs to promote “viewpoint diversity.” The university is also required to eliminate race-based considerations in hiring and admissions and to dismantle its diversity, equity, and inclusion (DEI) programs.Columbia has agreed to appoint two new administrators: one to oversee compliance with the settlement and another to address antisemitism. The university has also severed ties with the pro-Palestinian group Columbia University Apartheid Divest and adopted a new definition of antisemitism that equates it with opposition to Zionism—moves that have sparked backlash among students and faculty.Rights advocates have voiced alarm over academic freedom and due process, especially amid reports of deportation attempts against foreign pro-Palestinian students. Critics say the government is equating legitimate political protest with antisemitism, while ignoring rising Islamophobia and anti-Arab bias.Columbia University to pay over $200 million to resolve Trump probes | ReutersFrench President Emmanuel Macron and his wife, Brigitte Macron, have filed a defamation lawsuit in Delaware against U.S. right-wing podcaster Candace Owens, alleging she spread false and harmful claims about Brigitte's gender identity. The suit centers on Owens' podcast series Becoming Brigitte, which claims Brigitte was born male under the name Jean-Michel Trogneux—actually the name of her older brother—and accuses the couple of incest and identity fraud. The Macrons argue these assertions amount to a global smear campaign intended to boost Owens' profile and cause personal harm.Owens responded by labeling the lawsuit a politically motivated PR move and maintained it is an attack on her First Amendment rights. Her spokesperson framed the suit as a foreign government's attempt to silence an American journalist. The Macrons, however, stated that they had made multiple requests for a retraction, all of which Owens ignored.Defamation lawsuits by sitting world leaders are rare, and as public figures, the Macrons must meet the high legal bar of proving “actual malice”—that Owens knowingly spread falsehoods or acted with reckless disregard for the truth. The complaint also notes the rumors originated in 2021 and were amplified by other high-profile commentators like Tucker Carlson and Joe Rogan. A similar French court case involving Brigitte ended in a temporary victory, but was later overturned on appeal and is now pending before France's highest court.French president Macron sues right-wing podcaster over claim France's first lady was born male | Reuters This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.minimumcomp.com/subscribe
We explore a topic that's unusual for us—high-yield dividend stocks! While yield isn't our focus, we know many investors crave reliable income. So, how can you spot a high-yielder that won't burn you? Mike shares his favorite picks, how to separate safe income from risky traps, and why the story behind the yield matters less than the numbers. Download the Dividend Income for Life Guide. Make sure to check out the complete show notes. X: @TheDividendGuy FB: http://bit.ly/2Z7Q5gF YouTube: http://bit.ly/2Zs6r1r DividendStocksRock.com
Bonds have been trapped in a trading range for some time, with Yields stuck at around 4.3-4.4%. This is a function of economic growth and inflation. If you want to know where interest rates should trade (in terms of the Ten-year Treasury), it's GDP + Inflation: There is about an 84% correlation going all the way back to 1970. Technically speaking, there's a giant wedge being built into Yields, and they're going to break out to one side or the other. If to the upside, rates will move up to about 4.8%, maybe 4.9%; some kind of inflationary pressure is going to be needed to raise that rate above GDP to add to that total return. However, if the economy slows, we could see Yields break down below the wedge, putting rates closer to 4%, maybe 3.5%. The rest of the markets are doing fine for now. Another wedge pattern is also developing, and a break out to the downside is going to lead to that correction we've been expecting. Interestingly, the NASDAQ has traded above its 20-DMA for over 60-days, the longest such stretch since 1999. Money flows are extended; that typically marks market peaks. Retail trading flows appear to be reaching a level of exhaustion. Hosted by RIA Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton, Executive Producer ------- Watch today's video here: https://youtu.be/TYCtn9zlFKU ------- Articles mentioned in this report: "Retail Speculation Is Back With A Vengeance" https://realinvestmentadvice.com/resources/blog/retail-speculation-is-back-with-a-vengeance/ "Company Buybacks Are Surging" https://realinvestmentadvice.com/resources/blog/company-buybacks-are-surging/ ------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- Register for our next Candid Coffee, "Savvy Social Security Planning," August 23, 2025: https://streamyard.com/watch/pbx9RwqV8cjF ------- 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/ #MarketRally #MarketRisk #MarketCorrection #MovingAverages #Bonds #TenYearTreasury #GDP #Inflation #20DMA #50DMA #100DMA #200DMA #InvestingAdvice #Money #Investing
Bolsas recuam enquanto dólar e yields estabilizam. Comece seu dia com todas as informações essenciais para a abertura da bolsa com o Morning Call da Genial! O time da Genial comenta sobre as bolsas asiáticas, europeias e o futuro do mercado americano, além da expectativa para os mercados de ações, câmbio e juros. O Morning Call da Genial é transmitido, de segunda a sexta, às 8h45. Ative as notificações do programa e acompanhe ao vivo!
In this episode of Macro Mondays, James Todd & Edward Hayden-Briffett unpack a high-stakes week in global markets; where rising bond yields, China's deepening economic slump, and Trump's provocative economic rhetoric have stirred volatility across assets. As fears of stagflation hit the UK, and the tech rally pushes into bubble territory, markets are bracing for unpredictable shifts ahead.
Dan Deming reviews moves in the commodities and bonds markets, particularly after the back-and-forth news around Trump and Fed Chair Powell. “Yields are reacting really more to the data now,” Dan says. “It looks like the economy is moving forward.” He doesn't think the market would react well to Powell being fired in the short or longer term. He also covers gold and crude oil, saying to keep an eye on the Baker-Hughes rig count this week for the latter.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
Jamie Dimon, CEO of JP Morgan, had some very harsh words and a pointed warning. He said the world was at high risk from tariffs. And while the activities of "his" bank largely agree with the high degree of risk, it's the complete opposite from what Dimon said publicly. This is not the first time this has happened, either. When the risks are greatest, JPM's CEO says one thing while JPM itself does the opposite. Eurodollar University's Money & Macro Analysis*****If you are in any way interested in precious metals, you need to see what today's video sponsor, Monetary Metals, is doing with them at the link below: http://www.monetary-metals.com/Snider/*****JP Morgan letter to shareholders April 2024https://www.jpmorganchase.com/content/dam/jpmc/jpmorgan-chase-and-co/investor-relations/documents/ceo-letter-to-shareholders-2023.pdfJP Morgan second quarter 2024 press statementhttps://www.jpmorganchase.com/content/dam/jpmc/jpmorgan-chase-and-co/investor-relations/documents/quarterly-earnings/2024/2nd-quarter/36a0b862-cc80-4e28-bf1b-5cfa07dc9637.pdfBloomberg JPMorgan's Dimon Warns Markets Are Complacent on Tariffshttps://www.bloomberg.com/news/articles/2025-07-10/dimon-says-an-eu-us-tariff-framework-needs-to-get-doneBloomberg Dimon Says Prepare for 4% Yields, Potential Volatility Risehttps://www.bloomberg.com/news/articles/2018-05-08/dimon-says-prepare-for-4-yields-sees-potential-volatility-riseCNBC Jamie Dimon cautions the 10-year Treasury yield could hit 5%: ‘It's a higher probability than most people think'https://www.cnbc.com/2018/08/06/jp-morgans-jamie-dimon-cautions-10-year-treasury-note-rate-to-hit-5-percent.htmlBloomberg Weakest U.S. Bond Auction in Decade Validates Dimon's Warninghttps://www.bloomberg.com/news/articles/2019-05-08/low-yield-bad-seasonals-and-trade-trip-up-u-s-10-year-auctionhttps://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU
Send us a textStay Connectedhttps://www.commstock.com/https://www.facebook.com/CommStockInvestments/https://www.youtube.com/channel/UClP8BeFK278ZJ05NNoFk5Fghttps://www.linkedin.com/company/commstock-investments/
Daniel looks into the reasons behind rising yields, in what can be a key source of volatility in H2'25.Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links-Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.0:00 Too Much Rain??4:03 USDA Report8:15 Tariff News9:54 The Funds10:45 Flash Sale
France’s president pledges to double defence spending by 2027 as Paris prepares for its Bastille Day parade at a time when Russia continues to pummel Ukraine.See omnystudio.com/listener for privacy information.
Besides having a new baby, two restaurants and two cookbooks @chefsuzannevizethann made time to chat with me on the podcast about her beautiful brunch cookbook.Stephanie Hansen:Hello, everybody. Welcome to the Dishing with Stephanie's Dish podcast. We are here today with Chef Suzanne VizethannChef Suzanne has written a book called Brunch Season, and the subtitle is A Year of Delicious Mornings from the Buttermilk Kitchen. And I love a book that takes, like, a single subject but really, like, elaborates on it, because I think when you think of brunch dishes, you have, like, you know, the top five in your mind, and you really have done a comprehensive guide here of how to explore brunch from not just like, egg dishes, but all the way through seasonality. So for me, I love books that either give you seasonal guidance because, like, I'm in summer right now, so how do I make a brunch for friends and what ingredients do I use? I love the way you organize this book. Did you. Is this your first book?Suzanne Vizethann :It's our second book. You know, the first book, “Welcome to Buttermilk Kitchen” Was more of a restaurant focused book, like 100 recipes from the restaurant. So this. This book is, you know, more of a standalone book. It's definitely recipes that you would find maybe as specials in the restaurant, but more as me as a chef, like, my voice as a chef.“Welcome to Buttermilk Kitchen” Stephanie Hansen:So let's talk about that for just a second, because I think a friend of mine, Gavin Kaysen from the Twin Cities, he has, like, a book called At Home that's more of his, like, personality and style. And then he has the restaurant books, which are highly stylized. Obviously, it's a beautiful restaurant. What, after writing the restaurant book, made you want to kind of bring that home into your point of view?Suzanne Vizethann :I think that I love. Well, first of all, I love cooking, and I love sharing recipes with people. And, you know, like you said kind of, you brought up a really good point that chef recipes and restaurant recipes are just that. They're restaurant recipes, and they're sometimes really difficult to pare down to something small and make them accessible in the home kitchen. And so while we attempted to do that in the first book, I think that this was more of an opportunity to say, okay, hey, this is something that I might cook at home, or, you know, this is something that I like to cook in the summer or in the fall, and kind of really bringing that, like, you in my home with me.Stephanie Hansen:So can you tell me a little bit more about your restaurant?Suzanne Vizethann :Sure, yeah. So we actually have two the original restaurants in Atlanta, Georgia. It's been open almost 13 years. You know, brunch focused restaurant, open in the morning, you know, breakfast and lunch primarily. And then I actually just opened a restaurant up in Maine. I live here full time up on the mid coast in a town called Camden. And we have, we took over an 81 year old diner and opened another Buttermilk Kitchen here. And that one's called Buttermilk Kitchen at Mariners to honor the old name.Suzanne Vizethann :So, yeah, same, same style, you know, still a breast brunch driven restaurant, but a little bit more of a coastal flair since we are right on the water.Stephanie Hansen:And did you have a, did you have a move that precipitated opening in another location? Because I'm fascinated by how people can run restaurants. A one and then two, like in two different states. I just don't.
Besides having a new baby, two restaurants and two cookbooks @chefsuzannevizethann made time to chat with me on the podcast about her beautiful brunch cookbook.Stephanie Hansen:Hello, everybody. Welcome to the Dishing with Stephanie's Dish podcast. We are here today with Chef Suzanne VizethannChef Suzanne has written a book called Brunch Season, and the subtitle is A Year of Delicious Mornings from the Buttermilk Kitchen. And I love a book that takes, like, a single subject but really, like, elaborates on it, because I think when you think of brunch dishes, you have, like, you know, the top five in your mind, and you really have done a comprehensive guide here of how to explore brunch from not just like, egg dishes, but all the way through seasonality. So for me, I love books that either give you seasonal guidance because, like, I'm in summer right now, so how do I make a brunch for friends and what ingredients do I use? I love the way you organize this book. Did you. Is this your first book?Suzanne Vizethann :It's our second book. You know, the first book, “Welcome to Buttermilk Kitchen” Was more of a restaurant focused book, like 100 recipes from the restaurant. So this. This book is, you know, more of a standalone book. It's definitely recipes that you would find maybe as specials in the restaurant, but more as me as a chef, like, my voice as a chef.“Welcome to Buttermilk Kitchen” Stephanie Hansen:So let's talk about that for just a second, because I think a friend of mine, Gavin Kaysen from the Twin Cities, he has, like, a book called At Home that's more of his, like, personality and style. And then he has the restaurant books, which are highly stylized. Obviously, it's a beautiful restaurant. What, after writing the restaurant book, made you want to kind of bring that home into your point of view?Suzanne Vizethann :I think that I love. Well, first of all, I love cooking, and I love sharing recipes with people. And, you know, like you said kind of, you brought up a really good point that chef recipes and restaurant recipes are just that. They're restaurant recipes, and they're sometimes really difficult to pare down to something small and make them accessible in the home kitchen. And so while we attempted to do that in the first book, I think that this was more of an opportunity to say, okay, hey, this is something that I might cook at home, or, you know, this is something that I like to cook in the summer or in the fall, and kind of really bringing that, like, you in my home with me.Stephanie Hansen:So can you tell me a little bit more about your restaurant?Suzanne Vizethann :Sure, yeah. So we actually have two the original restaurants in Atlanta, Georgia. It's been open almost 13 years. You know, brunch focused restaurant, open in the morning, you know, breakfast and lunch primarily. And then I actually just opened a restaurant up in Maine. I live here full time up on the mid coast in a town called Camden. And we have, we took over an 81 year old diner and opened another Buttermilk Kitchen here. And that one's called Buttermilk Kitchen at Mariners to honor the old name.Suzanne Vizethann :So, yeah, same, same style, you know, still a breast brunch driven restaurant, but a little bit more of a coastal flair since we are right on the water.Stephanie Hansen:And did you have a, did you have a move that precipitated opening in another location? Because I'm fascinated by how people can run restaurants. A one and then two, like in two different states. I just don't.
Jim Willie: 'If The Fed Cuts, Long-Term Yields Are Going To Rise In Their Face' With tension in the Middle East, as well as in the financial markets, there are probably few men on the planet who have more to say about these issues than Dr. Jim Willie, the Golden Jackass. Jim shares his insight into the latest dynamics between Iran, Israel, and the US, and he also gives his assessment of what the Fed might do in July, and what will happen to long-term US interest rates if the Fed does cut. So get your popcorn and buckle up for this latest update from Dr. Jim Willie! - To get access to Jim's Hat Trick newsletter go to: https://www.golden-jackass.com/ - To get your very own Silver Chopper Ben go to: https://arcadiaeconomics.com/chopper-ben-landing-page/ - Get access to Arcadia's Daily Gold and Silver updates here: https://goldandsilverdaily.substack.com/ - To get your very own 'Silver Chopper Ben' statue go to: https://arcadiaeconomics.com/chopper-ben-landing-page/ - Join our free email list to be notified when a new video comes out: click here: https://arcadiaeconomics.com/email-signup/ - Follow Arcadia Economics on twitter at: https://x.com/ArcadiaEconomic - To get your copy of 'The Big Silver Short' (paperback or audio) go to: https://arcadiaeconomics.com/thebigsilvershort/ - Listen to Arcadia Economics on your favorite Podcast platforms: Spotify - https://open.spotify.com/show/75OH2PpgUpriBA5mYf5kyY Apple - https://podcasts.apple.com/us/podcast/arcadia-economics/id1505398976 - #silver #silverprice #gold And remember to get outside and have some fun every once in a while!:) (URL0VD)Subscribe to Arcadia Economics on Soundwise
Yields on British government bonds rose and sterling fell amid worries that Rachel Reeves, the finance minister, had lost the prime minister's support.
© 2020-2025 Ivy Podcast Discovery LLC
