Podcasts about yields

  • 1,653PODCASTS
  • 4,814EPISODES
  • 28mAVG DURATION
  • 1DAILY NEW EPISODE
  • Jul 19, 2026LATEST

POPULARITY

20192020202120222023202420252026

Categories



Best podcasts about yields

Show all podcasts related to yields

Latest podcast episodes about yields

St. Paul's Ev. Lutheran's Church Sermons
Episode 365: Sunday Sermon - 7/12/26 - SERMON Matthew 13:1–9, 18–23 A Heart that Hears Yields a Good Crop

St. Paul's Ev. Lutheran's Church Sermons

Play Episode Listen Later Jul 19, 2026 19:37


Recorded Sunday, July 12, 2026 at St. Paul's Ev. Lutheran Church in Bangor, Wisconsin. "Like" us on Facebook!!

Tech Path Podcast
CLARITY Crunchtime

Tech Path Podcast

Play Episode Listen Later Jul 16, 2026 18:33


President Donald Trump is convening with senators today to work through the ethics and stablecoin yield disputes tied to the Digital Asset Market Clarity Act. Crypto adoption in Japan continues to accelerate. ~This Episode is Sponsored by OKX~ Trade RLUSD/XRP on OKX + claim the new user offer! Deposit $100 to get $50 ➜ https://bit.ly/OKXRP Use code: paulbarron Terms Apply 00:10 Sponsor OKX 00:50 Today 01:30 Tomorrow 02:10 Bad sign? 03:00 Fayer Shirzad: No Ethics 04:45 Yields is the real fight 05:20  Odds 05:50 Lummis: Warsh on rumors of the destruction of SBV records 07:15 Lummis: We need this before August 08:00 Japan vs U.S. 09:20 Japan x ONDO 10:00 20 days too much 11:00 Tom Lee: Crypto is how we manage AI 12:40 Visa 13:10 PYPL 17% 14:00 MU collapse 15:20 Mark Cudmore: AI turning point 17:00 Larry Fink: next 12 months #Crypto #Bitcoin #Ethereum ~CLARITY Crunchtime

The DC Beer Show
Bear Branch: Malting in Maryland

The DC Beer Show

Play Episode Listen Later Jul 16, 2026 34:44


Dive into the world of craft malt, regional ingredients, and sustainable agriculture as we chat with Brad Humbert, owner of Bear Branch Malt in Maryland. Discover how local grains and farming practices shape the beer landscape in the Mid-Atlantic.Main Topics:The journey of local and craft malting in MarylandBridging agriculture and brewing through regional ingredientsSustainability and farm-to-brew relationshipsChallenges and opportunities for grain and hop growers in the Mid-AtlanticUpcoming events and collaborations for craft malt month>In this episode:Brad shares his background and the history of Bear Branch Malt, a family farm with roots dating back to 1937Discussion on the transition from engineering to craft malting, and love for regional ingredientsThe significance of local grains like Avalon barley and their terroir impactHow farm practices, including growing soybeans and cover crops, support sustainable malt productionThe relationship between local brewers and maltsters, and the importance of supporting regional grain economiesChallenges faced by hop growers in Maryland and the scalability issues of hop cultivationStrategic growth and expansion plans for Bear Branch Malt, including collaborations with breweries outside MarylandHighlighting upcoming craft malt and beer events, Oktoberfest releases, and the return of Sally GasterThe importance of community support and supporting local ingredients in the craft beer scene>Timestamps:00:00 - Welcome to the DC Beer Show and introductions00:14 - Mike Stein shares his drink: Liquidity Aleworks Patapsco Pale00:34 - Jordan's Canadian triple hazy IPA from Colorado01:09 - Brandy's smoked beer from Elder Pine02:00 - JB's concentration on Port City Schwarzbier and West Coast IPA03:01 - Introduction to Bear Branch Malt and Brad's drink: German-style red lager03:25 - Brad shares his journey from engineer to maltster and farm-to-brew philosophy04:46 - The evolution of the farm's malting system—from half-ton to 8-ton setup05:10 - Brad discusses what drives his passion for local agriculture and malting07:01 - Discussion on supporting local malting and regional ingredients07:32 - Clarifying that Bear Branch Malt sells malt, not animals08:21 - Connection between spent grain, livestock, and sustainability practices08:45 - The farm's integrated approach with cattle, sheep, and crop rotation09:19 - Potential differences in beef fed on malted grains09:39 - Local breweries' use of spent grain and farm practices involving malting byproducts10:36 - Exciting crops like Avalon barley for next year's harvest and terroir studies11:14 - The farm's crop cycle, planting seasons, and interesting cover crop experiments12:08 - The challenge of growing spring vs. winter grains like barley and wheat14:00 - The competitiveness of malting industry and regional grain support15:02 - The impact of commodity malt prices and value of local grains16:11 - The scope of grain farming and malt production in Maryland and neighboring states16:40 - The scale of craft brewing versus large-scale barley and hop production17:04 - Industry competition and collaboration among craft maltsters19:05 - Family farm history and historic ownership since 193720:10 - Community and event plans for Craft Malt Month and collaborations21:17 - Potential for regional hop growing and the limitations faced in the Mid-Atlantic22:25 - Challenges of growing proprietary hop varieties in Maryland23:39 - Yields and considerations for hop farming at small and larger scales25:42 - The significance of regional grain and malt industries across Maryland, DC, Virginia27:29 - Growth plans for Bear Branch Malt and expansion into neighboring states28:51 - Collaborations with local breweries like Monument, Union, and Guinness29:07 - Upcoming events at Other Half and local craft beer highlights30:36 - The role of cocktails versus beer and local bar culture31:12 - Celebrating Oktoberfest releases and upcoming beer festivals33:45 - Sally Gaster returning and upcoming fall events including the World Cup final34:17 - Closing remarks and support for local ingredients and community engagementResources & Links: • Bear Branch Malt - Maryland-based craft maltster and farmThank you for tuning in! Follow what's happening in the DC scene at DCBeer.com and @dcbeer on social media. Support us at Patreon.com/DCBeer Thanks to our monthly supporters Chris Sadler Brian Dauernheim Quinten Patterson C Sandoval Gilbert Glickstein Ethan Sapperstein Sean Whipkey Randy Mills Ryan Llalan Fowler Michael Losi Adam Heisenberg Brian Jeff Lucas Micaela Carrazco Lauren Sean Moffitt Anthony Scipione johnna infanti Catherine Ramirez Adam Frank Tyler Lynch Jared Prager Jeff Michael O'Connor Favio Garcia Josh Ellen Daniels Juan Deliz Mike Lastort James Wisnieski Chris Frome Sam Chip Tory Roberts Chris DeLoose Lauren Cary Clifton B Scott Pavlica Greg Antrim jeffrey garrison Alexis Smith Dan Goldbeck Anthony Budny Greg Parnas Frank Chang Kim Klyberg Chris Girardot Alyssa jeffrey katz Andrew MacWilliams Jamie Jackson Meegan Mike Rucki Nick Gardner Amber Farris Sarah Ray Peter Jones Blue2026 Brad Stengel Bill and Karen Butcher Jordan Harvey Stephen Claeys Julie Verratti

FundCalibre - Investing on the go
403. Higher yields, lower risks? Where bond investors should look now

FundCalibre - Investing on the go

Play Episode Listen Later Jul 15, 2026 22:28


Geopolitical tensions, inflation fears and shifting interest rate expectations have created a challenging backdrop for bond investors. Dickie Hodges, manager of the Nomura Global Dynamic Bond fund, discusses why these periods can also create attractive opportunities, how rising yields have transformed the outlook for fixed income, and why today's market looks very different from a decade ago. The conversation covers credit spreads, emerging market debt, financial bonds and the importance of maintaining liquidity. We also explore how hedging strategies are used to reduce portfolio risk without sacrificing return potential, before finishing with an outlook for the remainder of 2026 and where the most compelling opportunities currently lie.What's covered in this episode: Geopolitics and bond marketsWhy higher yields matter againOil prices and inflation outlookInterest rate expectationsCredit spreads explainedInvestment grade versus high yieldFinancial bondsEmerging market debt opportunitiesWhy South Africa stands outLiquidity in fixed incomeHedging explained simplyInsurance for portfoliosReturn outlook for 2026Learn more on fundcalibre.comPlease remember, we've been discussing individual companies to bring investing to life for you. It's not a recommendation to buy or sell. The fund may or may not still hold these companies at the time of listening. Elite Ratings are based on FundCalibre's research methodology and are the opinion of FundCalibre's research team only.

The HMO Property Show
Ep 199 - Listings Have Doubled in Perth. Why I'm Not Worried

The HMO Property Show

Play Episode Listen Later Jul 15, 2026 29:51


The number of properties on the market in Perth has doubled in the last four to six weeks. Some people are calling the top of the run. Neil isn't one of them. Transactions are still running at 700 to 900 a week through REIWA. That hasn't changed. What has changed is stock coming on, and there are good reasons for it. Investors spitting the dummy after the budget changes to negative gearing and capital gains tax. Homes finishing construction and tenants moving out of rentals into them. Owners who bought at 350k looking at 900k and deciding now is the time to cash out. None of that is a falling market. We need around 14,000 properties on the market just to be balanced in WA. The extra stock gets things moving again after a period where it was stagnant. But there's one number almost nobody is watching, and it's the one that matters. Rental listings are still between 2,000 and 2,300. Every single week. For three to four years. Record lows. If more investors drop out of the market, that means fewer rentals, not more. Rents go up. Yields go up. And the standard investor comes back to the market because a higher yield offsets what they just lost in negative gearing. Neil also unpacks what he saw at the World Cup in America, where he watched supply and demand play out in real time. He paid $4,790 for one ticket to watch England versus Mexico at the Estadio Azteca. An hour before kickoff the same seat was $5,500. A can of Stella inside the ground was $19.99 USD. Not enough supply, too much demand, and a lot of printed money in the system. Same forces. Different asset. In this episode: Why more listings does not mean a falling market The rental stat everyone is ignoring while they watch sales listings What the negative gearing and CGT changes actually signal about what the government wants built Why rate cuts and a softening Sydney and Melbourne market are good news for Perth Why 26.6% of Australian housing being lone person households is the real story behind coliving demand The lesson from 80,000 Mexico fans that explains why HMOs work More has happened in the housing industry in the last three months than the last ten years. Neil and Jo bought their first property in 2015 and converted it into an HMO. The business has now delivered over 1,180 rooms to market, with another 800 to 900 in the pipeline, a team of 26, and 80 to 120 houses a year. Want to learn this yourself? The Coliving Cashflow Academy is 14 modules covering everything from what coliving is, structuring yourself like a professional, rent-to-rent, fire safety, new builds, conversions, renovations and subdivisions. Currently $5,000. DM Neil for details.

Moving Markets: Daily News
Oil jumps, yields rise and US banks kick off earnings

Moving Markets: Daily News

Play Episode Listen Later Jul 14, 2026 12:29


Oil prices surged after fresh tensions in the Middle East raised concerns over global energy supplies, while higher inflation expectations pushed Treasury yields higher and weighed on equity markets, where semiconductor stocks led the declines. Investors are now turning their attention to the start of the US earnings season, with major banks reporting results today. Elsewhere, China's trade data surprised to the upside, Singapore's economy grew faster than expected, and the UK and Switzerland announced a new trade deal. On today's show, we are joined by Enrico Chinello, Next Generation Research, to discuss quantum computing and discover whether or not it has reached its ChatGPT moment.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.

Tech Path Podcast
Macro Risks Surging

Tech Path Podcast

Play Episode Listen Later Jul 13, 2026 17:59


Trump declared the Iran ceasefire "over" at a NATO summit, triggering a broad market selloff across crypto, stocks, and futures. ~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/iTrustPaul 00:10 Sponsor: iTrust Capital 01:00 This week 01:45 Final drop 02:45 Straight of Hormuz under siege 03:45 Trump: We'll prob take over the Straight 04:40 Back to normal by December? 05:15 Oil reserves vs price 06:40 Mohamed El-Rian: Markets don't believe this  08:30 Yields rising 08:45 Mohamed El-Rian: Middle East impact on tech and yields 11:10 Rate Hike odds 12:30 SK Hynix collapse 13:10 SpaceX new lows 14:00 Saylor sells to buy? 14:30 8-week outflow ending? 15:00 ETH vs BTC 15:40 BMNR 4.8% 16:15 Tom Lee: What would break your crypto thesis? 17:20 45-50K bottom? #Crypto #Bitcoin #ethereum ~Macro Risks Surging

Farming Today
13/07/26 Support for Scottish pig farmers, English farm policy, heat affecting milk yields

Farming Today

Play Episode Listen Later Jul 13, 2026 11:59


Pig farmers in Scotland have welcomed a £2m emergency support package from the Holyrood Government, but say it's not enough to stop them losing money. An outbreak of African Swine Fever in Spain has led to an oversupply of pork across Europe which is significantly driving down wholesale prices. Farmers in Scotland and across the rest of the UK say they're losing thousands of pounds a week. We're visiting some of the UK's biggest agricultural shows throughout the summer, and this week we'll be at the Great Yorkshire Show in Harrogate. We've already been to the Highland Show, the Balmoral Show in Northern Ireland and we're off to the Royal Welsh in a couple of weeks. Agricultural policy is devolved in the UK nations and alongside visiting these shows we're taking a detailed look at policy in each of the nations.To adapt to sweltering temperatures, arable farmers are harvesting in the middle of the night and livestock farmers are busy keeping animals cool and well watered. We hear from a dairy farmer who says the heat is affecting milk yields.Presented by Caz Graham and produced by Beatrice Fenton.

The Commstock Report Podcast
Will Heat Rob Our Yields? With Matthew Kruse

The Commstock Report Podcast

Play Episode Listen Later Jul 9, 2026 8:01


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/

Farm4Profit Podcast
Better Timing, Better Yields: The Value of a High-Clearance Sprayer

Farm4Profit Podcast

Play Episode Listen Later Jul 8, 2026 8:48


After touring the Hagie Manufacturing facility in Clarion, Iowa, Corey Hillebo and his father, Scott Hillebo, reflect on their family's long history with Hagie sprayers and how technology has transformed their farming operation. Scott shares the story of purchasing his first Hagie STS10 in 2009, using a detasseling cutter to help justify the investment, and eventually progressing through multiple Hagie models as the farm's needs evolved. The conversation highlights how the farm transitioned from using a sprayer primarily for crop protection to utilizing it as a critical management tool for fertility, nitrogen applications, fungicides, foliar feeding, and late-season crop management. The father-son duo discusses: Scott's history owning three Hagie sprayers How detasseling helped support the original investment The evolution from early STS models to today's technology-packed machines ExactApply and its impact on application accuracy and efficiency First impressions of John Deere's See & Spray technology Why timing matters more than ever in modern crop production Using Y-Drops and spoon-feeding nitrogen Fungicide and foliar application opportunities later in the growing season How a high-clearance sprayer influences agronomic decision-making The benefits of controlling application timing in-house What stood out most during the Hagie factory tour The unique culture of Hagie Manufacturing and its continued focus on craftsmanship The partnership between Hagie and John Deere The future of precision spraying technology This episode offers a real-world farmer perspective on how equipment investments can influence management decisions, improve efficiency, and create opportunities to capture additional yield through better timing and precision. 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.

The Investing Podcast
"Cut Out the Cancer": Trump Ends Iran Deal, Oil Rips, Yields Spike + FOMC Preview | July 8, 2026 – Morning Market Briefing

The Investing Podcast

Play Episode Listen Later Jul 8, 2026 12:50


Andrew, Ben, and Tom discuss Trump declaring the Iran MOU effectively over after calling Iranian leaders "evil sick people" and "cancer," the US retaliation "20 to 1" on Iranian cargo strikes, oil rising back to the mid-$70s and the 10-year climbing to 4.57% ahead of today's auction, Trump's additional broadsides at Spain, Greenland, and NATO, the semiconductor sell-off as investors focus on AI's capital intensity and rate sensitivity, and today's 2 PM release of Warsh's first FOMC minutes.Join our live YouTube stream Monday through Friday at 8:30 AM EST:http://www.youtube.com/@TheMorningMarketBriefingPlease see disclosures:https://www.narwhal.com/disclosure

Ransquawk Rundown, Daily Podcast
EU Market Open: Europe primed for lower open as energy rises on US revoking Iran oil waiver

Ransquawk Rundown, Daily Podcast

Play Episode Listen Later Jul 8, 2026 2:02


Mixed APAC trade, China in the green amid multiple IPOs and tech strength locally. US and European futures contained.DXY is range-bound despite the renewed Middle East clashes. Yields consolidate after the energy-driven lift on Tuesday, following the revocation of the Iranian waiver and tit-for-tat strikes.US Treasury revoked the June 21st Iran-related waiver, General License X, which had allowed Iran to produce, deliver and sell its oilBrent remains above USD 76/bbl, firmer by c. 3.5%, driven higher by the above points. Though, interestingly, the US strikes did not spur any further upside.RBNZ hiked by 25bps in-line with consensus, assessed the current OCR remains accommodative, and further increases "appear likely".Looking ahead, highlights include Swedish Inflation Prelim. (Jun), US Atlanta Fed GDP (Q2), NBP Policy Announcement (Jul), NBH Minutes (Jun), Fed Minutes (Jun), NATO Ankara Summit, Speakers include US President Trump, Supply from the UK, Germany and the US.Click for the Newsquawk Week Ahead.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Perth Property Insider Podcast
Perth Property Market Update July 2026 - Post-Budget Blow-Up Outlook

Perth Property Insider Podcast

Play Episode Listen Later Jul 8, 2026 42:11


In this Perth Property Market EOFY Update for July 2026, I share exactly what's happening across Perth's property market after one of the most volatile financial years in recent history. With interest rate rises, major Federal Government property policy changes, increasing housing supply, and changing buyer behaviour - the market is shifting. But does that mean Perth's property boom is over? Or are strategic investors about to find some of the best opportunities in years? In this update, I analyse the latest sales data, rental market trends, property price movements, supply levels, vacancy rates and economic indicators - to help property investors, homeowners and buyers understand where the Perth real estate market is heading next. Tune in to discover: ✅Why Perth's property market has started to cool after record growth✅How interest rate rises are affecting buyer borrowing power✅The impact of the Federal Budget, negative gearing and capital gains tax changes✅Why Perth's rental market remains incredibly tight despite market uncertainty✅The latest property price, inventory and vacancy rate data✅Which price brackets are likely to outperform over the next 12 months✅My best-case and worst-case forecasts for Perth property prices✅Why strategic investors may now have better buying opportunities than during the boom✅What sellers need to do differently in today's changing market✅Practical strategies for investors, landlords, buyers and homeowners moving forward If you're serious about building wealth through Perth property, understanding these market shifts is more important than ever. Key moments: 00:00:00 Intro00:03:40 Weekly sales review00:07:00 The situation with rents00:10:20 Perth tops forecasts00:14:00 Yields shift nationally00:17:40 Why prices cooled00:21:00 Inflation's hidden grip00:26:00 Budget bombshell rules00:32:20 The crystal ball00:35:40 What to do now - Resource Link ✅Get your Rental Health Score now to ensure your Perth rental property is optimised for returns and sleeping well at night https://rentalhealth.scoreapp.com/ Would you like to get clear on your current property’s outlook and the best strategy for you? Email Jarrad for your Strategic Property Review: jarrad@investorsedge.com.au ✅Get your Strategic Portfolio Plan and our help with Buying Your Next Perth Property (https://www.investorsedge.com.au/invest-in-perth-property/)✅Take our Property Investor Readiness Scorecard to uncover your blind spots and make smarter investment decisions before you buy: https://investorsedge.scoreapp.com/✅View upcoming property investor webinars, events, and networking sessions: https://www.investorsedge.com.au/events/ ✅Thinking of selling? Get expert advice on timing and strategyhttps://www.investorsedge.com.au/appraisal ✅Get email updates about suburb intelligence reports and exclusive invites to our webinars, events, and workshops. Join (https://www.investorsedge.com.au/join) ✅Join the Perth Property Investment Facebook Group (https://www.facebook.com/groups/perthpropertyinvestors)✅Join Jarrad Mahon’s Property Investor Update with insights on your suburbs of interest (https://www.investorsedge.com.au/join)✅For more info on our award-winning and highly rated Property Management services that give you guaranteed peace of mind (https://www.investorsedge.com.au/perth-property-management-specialists/)✅For more info on how our Property Sales services can ensure you get the best selling price while handling all the stress for you (https://www.investorsedge.com.au/selling-your-perth-property/) - Connect with Perth Property Insider: https://www.youtube.com/channel/UCgT9-gB6RS69xSgc8J9KrOwhttps://www.facebook.com/investorsedgeSee omnystudio.com/listener for privacy information.

Kinesis Money
The Next Chapter of Kinesis: Building the Future of Sound Money Ft. Thomas Coughlin - LFTV Ep 280

Kinesis Money

Play Episode Listen Later Jul 2, 2026 61:01 Transcription Available


In a special episode of Live from the Vault, Andrew Maguire is joined by Kinesis CEO Thomas Coughlin to unveil the next major evolution of Kinesis Money - the Earn Programme.Thomas outlines how the programme opens up an entirely new way for Kinesis users to generate yield on their holdings, why KVT holders stand to benefit significantly, and what lies ahead - from Kinesis' expansion into commodity tokens, to the new banking partnerships and the upcoming Kinesis card launch. With institutional interest accelerating and major infrastructure announcements imminent, Andrew and Thomas discuss why this moment represents a fundamental step forward in Kinesis' mission to bring sound money to the world. Send your questions to Andy here: https://www.speakpipe.com/LFTVTimestamps: 00:00 Start03:20 What Kinesis is and how it has evolved since its 2018 launch08:01 How Kinesis generates yield through physical gold arbitrage trading14:08 The Earn Programme explained - lock, earn and stay liquid21:41 Yields, time periods and what participants can realistically expect27:52 How the master fee pool works and why KVT holders benefit most33:04 Expanding beyond gold and silver into commodities, DeFi and tokenisation41:30 Audits, custody and how participant assets are protected47:55 Banking acquisitions, KYC improvements and the debit card launch54:38 Why this moment marks a turning point for Kinesis and its community Sign up for Kinesis on desktop:https://kinesis.money/mr-k-gold-savings/Download the Kinesis Mobile app - available App Store and Google Play:Apple: https://kms.kinesis.money/signupGoogle: https://play.google.com/store/apps/details?id=com.kinesis.kinesisappAlso, don't forget to check out our social channels where you can stay up to date with all the latest news and developments from the team.X: https://twitter.com/KinesisMonetaryFacebook: https://www.facebook.com/kinesismoney/Instagram: https://www.instagram.com/kinesismoney/Telegram: https://t.me/kinesismoneyTikTok: https://www.tiktok.com/@kinesismoneyThe opinions expressed in this video by Andrew Maguire and any guest are solely their own and do not reflect the official policy, position, or views of Kinesis. The information provided is for general informational purposes only and does not constitute investment advice, financial advice, or any other type of professional advice.Viewers are encouraged to seek independent financial advice tailored to their individual circumstances before making any decisions related to the gold market or other investments. Kinesis does not accept any responsibility or liability for actions taken based on the content of this video.

Tech Path Podcast
Institutional Ethereum Launches!

Tech Path Podcast

Play Episode Listen Later Jul 1, 2026 30:20


Ethereum Institutional has launched as an independent nonprofit focused on accelerating adoption of Ethereum, its layer-2 networks, applications and broader ecosystem among major financial institutions. The new organization brings over 500 institutional relationships and a forum of executives overseeing $250 trillion in assets. ~This episode is sponsored by Tangem~ Tangem ➜ https://bit.ly/TangemPBN Use Code: "PBN" for Additional Discounts! Guest: Rand Hindi, Co-founder and CEO of Zama  Zama - Shield Your Tokens ➜ https://bit.ly/ZAMAPP 00:00 intro 00:10 Sponsor: Tangem 01:10 Institutional Eth goes live 02:30 Impact 03:30 Thoughts on OUSD vs USDC 04:00 Jeremy Allaire “Kiss The Ring” 06:30 Does this mean CLARITY wont pass? 08:15 Joe Lubin: Metamask will be unrivaled 09:45 MetaMask yields, will this kill paid subscription-based fintechs? 12:00 Coinbase Steakhouse yields vs Zama yields 14:45 Will people trust $STRC or DeFi more? 16:15 How long will these yields last? 19:00 Thoughts on this UBS test on ethereum 21:15 Biggest loser if Ethereum gets native privacy? 22:00 Aave Security back loans and lending 24:20 Pyth infiltrates Nasdaq 26:00 MiCA Day 27:30 Zama on Tangem? 28:10 Will JP Morgan acquire Circle? #Crypto #Ethereum #stablecoins  ~Institutional Ethereum Launches!

FidelityConnects
June 2026 Fed decision: Where yields and markets go next – Christine Thorpe

FidelityConnects

Play Episode Listen Later Jun 27, 2026 32:24


The Federal Reserve's latest rate decision is setting the tone for markets, and fixed income investors are paying close attention. Join Institutional Portfolio Manager Christine Thorpe for a timely discussion on the U.S. fixed income landscape and what the Fed's move signals for yields, credit and broader market dynamics. We'll unpack key takeaways from the decision and explore how shifting policy expectations may create both risks and opportunities across the curve. Recorded on June 19, 2026. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fifth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2025 Environics' Advisor Digital Experience Study. - La décision de la Fed et l'évolution des taux et des marchés – Christine Thorpe La plus récente décision en matière de taux de la Réserve fédérale américaine donne le ton aux marchés et retient l'attention des investisseurs en titres à revenu fixe. Joignez-vous à Christine Thorpe, gestionnaire de portefeuille institutionnel, pour une discussion sur les titres à revenu fixe américains et l'incidence de la décision de la Fed sur le rendement, le crédit et les marchés. Les principaux enseignements de cette décision seront présentés, et les effets de l'évolution des attentes en matière de politique monétaire sur les risques et les occasions sera examinée sur l'ensemble de la courbe. Date : 19 juin 2026 Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l'avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l'intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir. Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une cinquième année consécutive lors du sondage 2025 d'Environics sur l'expérience numérique des conseillers et conseillères en placements au Canada.

PIMCO Pod
Global Bond Diversification: Higher Yields and New Opportunities for Alpha

PIMCO Pod

Play Episode Listen Later Jun 25, 2026 10:11


In this episode, we discuss how in a world of high starting yields and rupturing economic alliances, investors who actively diversify across regions, sectors, and currencies can be better positioned to pursue durable returns. 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 CMR2026-0521-5513952-T

Capstone Wealth Management: Money Talks
June 25th, 2026

Capstone Wealth Management: Money Talks

Play Episode Listen Later Jun 25, 2026 10:10 Transcription Available


YIELDS - inflation and yield highs are likely inMAG 7 to LAG 7CASH - lots of money on the sidelinesBecome a supporter of this podcast: https://www.spreaker.com/podcast/the-care-for-my-wealth-show--2487688/support.

Genial Podcast

Yields dos Treasuries sobem e o ouro aprofunda perdas antes do PCE, que deve acelerar a 3,4% em 12 meses, reforçando a postura dura do Fed

FMH InsureCast
ECO and SCO Results: What Farmers Can Learn From 2025 County Yields

FMH InsureCast

Play Episode Listen Later Jun 22, 2026 42:54


County yields are now available, providing an early look at how the Enhanced Coverage Option (ECO) and Supplemental Coverage Option (SCO) plans performed across the country. Join FMH's Dave DeCapp as he talks with FMH experts about payment triggers, adoption trends, and what agents and farmers should understand about these area-based crop insurance plans.

RealAgriculture's Podcasts
Can autonomous robots cut nitrogen use and boost corn yields? | Corn School

RealAgriculture's Podcasts

Play Episode Listen Later Jun 22, 2026 14:29


Can a pair of autonomous robots feed a corn crop exactly what it needs, when it needs it, while using less nitrogen and increasing yield? That's the question Brucelea Poultry field crops manager Mark McLean hopes to answer in a field-scale trial near Ripley, Ont., where two autonomous robots from Upside Robotics are managing nitrogen... Read More

From the Stash
The Mistakes That Kill Yields Every Time - FTS Ep. 283

From the Stash

Play Episode Listen Later Jun 21, 2026 32:31


In this episode we discuss the mistakes that can be hurting your yield for every harvest.Support the show

The BIP Show
ASX Small Caps: Gold, Resources and the Macro Shift Investors Should Watch

The BIP Show

Play Episode Listen Later Jun 19, 2026 26:52


In this episode of the Theory of Thing investment podcast, James Whelan and Heath Moss talk through the latest macro moves and what they could mean for ASX small caps.The chat starts with the big headline noise, then gets into the stuff that matters for investors. That includes the Fed's hawkish tone, what it could mean for yields, the US dollar and inflation expectations, and why those factors matter for markets over the next few months.They also take a look at the bigger structural case for resources. Copper, lithium, aluminium, tin and rare earths all get a mention, along with the ongoing supply shortages and why that theme still looks strong. Gold is another major focus, with discussion around central bank buying, inflation expectations easing, and why the second half of the year could be a better stretch for the metal.The episode also touches on a few small-cap names and updates, including Barton Gold and other trading and corporate activity across the sector. If you are watching for ideas in ASX resources and gold, this one is worth a look.Timestamps:00:00 Intro and market chatter04:36 Resources outlook and the structural case05:14 Why gold still looks attractive06:34 Barton Gold discussion08:22 Trading halt and placement update09:05 Market wrap starts09:24 US markets and the Fed11:28 Midterm slump and seasonality11:14 Yields and oil movesLike the video, leave a comment with the ASX small cap you are watching, and subscribe for more weekly market chat and stock ideas from Host and the team.⚠️ IMPORTANT DISCLAIMER: This content is for educational and entertainment purposes only and should not be considered financial advice. All investments carry risk, including the potential loss of principal. Past performance does not guarantee future results. Always conduct your own research and consider seeking advice from a qualified financial advisor before making investment decisions. The creator may hold positions in securities discussed.Support this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.

Genial Podcast

O acordo, assinado perto de Paris, prevê suspensão imediata de sanções ao Irã e permitiu que os preços da gasolina nos EUA caíssem.

MKT Call
Stocks Tumble, Yields Rise After Warsh's First Meeting As Fed Chair

MKT Call

Play Episode Listen Later Jun 17, 2026 7:00


MRKT Matrix - Wednesday, June 17th Dow tumbles 500 points as Warsh's first Fed meeting causes bond yields to surge (CNBC) Chairman Warsh drastically alters Fed rate statement. Here's what's changed (CNBC) US Retail Sales Rise in Broad Gain Despite Higher Gas Prices (Bloomberg) The Great American Housing Shortage Is Finally Forcing a Search for Solutions (WSJ) SpaceX Shares Fall for First Time Since Blockbuster Debut (Bloomberg) Elon Musk Is Unleashing SpaceX's New War Chest to Solve His AI Problem (WSJ) The IPO Onslaught Is Forcing Bankers to Pick Teams (WSJ) Anthropic export ban sounds alarms for AI industry (Axios) Microsoft weighs DeepSeek for Copilot Cowork (Axios) --- Subscribe to our newsletter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://riskreversal.substack.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ MRKT Matrix by RiskReversal Media is a daily AI powered podcast bringing you the top stories moving financial markets Story curation by RiskReversal, scripts by Perplexity Pro, voice by ElevenLabs

TD Ameritrade Network
Treasury Yields Challenge Commercial Real Estate, Private Credit 'Stabilizing Force'

TD Ameritrade Network

Play Episode Listen Later Jun 17, 2026 8:39


Greg Friedman lays the foundation for what he believes investors should expect in the commercial real estate space ahead. Treasury yields hovering around 4.4% isn't helping the environment, with Greg explaining that a possible move above 5% will rattle the market. However, he sees private credit as a "stabilizing force."======== 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

TD Ameritrade Network
Inflation Beyond Oil: A.I. Demand, Yields, and the Fed's Next Move

TD Ameritrade Network

Play Episode Listen Later Jun 16, 2026 7:35


Thierry Wizman of Macquarie Group breaks down the forces keeping yields elevated and how a potential reopening of the Strait of Hormuz could ease oil supply concerns. He argues that A.I.-driven demand across electricity, construction, and labor will keep inflation persistent regardless of energy prices. He also outlines why the Fed is likely to maintain a neutral policy stance amid ongoing inflation pressures.======== 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

Communism Exposed:East and West
China's Counterterrorism Ambitions Yields Little Results

Communism Exposed:East and West

Play Episode Listen Later Jun 16, 2026 8:05


TD Ameritrade Network
Yields Resilient Despite U.S.-Iran Peace Hopes & What it Means for Fed

TD Ameritrade Network

Play Episode Listen Later Jun 15, 2026 6:51


Resiliency in treasury yields against hopes U.S.-Iran peace talks will manifest is something Charles Schwab's Collin Martin attributes to much more than crude oil prices. He makes the case that yields will stay in the upper end of a new trading range due to other geopolitical factors. Collin then weighs how the Strait of Hormuz reopening impacts the overall inflation picture ahead of the Fed's interest rate decision Wednesday. ======== 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

Kingdom Awakening Ministries
Hearing That Yields Life - Pastor Myles Milham

Kingdom Awakening Ministries

Play Episode Listen Later Jun 14, 2026 45:25


What causes us to stumble? When we don't understand the Word!Is 55:11 / Prov 4:18-27 / Matt 8:1-3 / Matt 8:5-8 / Mark 11:22-24 / Ps 103:1-4 / Ps 107:19-21 / James 5:14-16

Church for Entrepreneurs
Praying in tongues yields success in your calling

Church for Entrepreneurs

Play Episode Listen Later Jun 12, 2026 15:09


Speaking in tongues is one of those Bible concepts that feels a little out there and has many doctrinal interpretations and debates, which cause some Christians to shy away from it. However, speaking in tongues is not complex and is a powerful prayer method for the success of the calling God has given you. __________ 2 Timothy 3:16–17 KJV, Romans 8:26–28 NLT, Acts 2:1–4 KJV, Acts 2:5–6 KJV, 1 Corinthians 13:1 KJV, 1 Corinthians 14:14 KJV, 1 Corinthians 14:27–33 KJV, Mark 16:15–18 KJV, Acts 19:1–7 KJV, Mark 9:23 KJV, Hebrews 11:1 KJV, Luke 11:11–13 KJV, 1 Corinthians 12:28–31 KJV     __________ Partner with Us: https://churchforentrepreneurs.com/partner Connect with Us: https://churchforentrepreneurs.com __________    

On Investing
Midyear Outlook for Equities & Fixed Income

On Investing

Play Episode Listen Later Jun 12, 2026 26:39


In this episode, Collin Martin and Liz Ann Sonders focus on the outlook for equities, fixed income, and the overall U.S. economy in the second half of 2026. They begin by discussing recent inflation data, noting that while CPI remains elevated, core inflation came in slightly better than expected. Both agree inflation is not quickly returning to the Fed's target, but easing expectations and stable inflation expectations suggest the Federal Reserve can remain patient for now. The key risk is whether higher prices, especially at the pump, begin to erode consumer spending, as real wages have turned negative year over year. From a policy perspective, Collin expects the Fed to stay on hold through year-end, despite the fed funds futures market pricingin a potential hike. He emphasizes that short-term yields should remain steady, while longer-term Treasury yields may stay elevated due to persistent inflation, heavy Treasury issuance, and global rate pressures. In this environment, he suggests favoring short-to-intermediate bond durations and selectively considering credit risk via investment-grade corporates, high yields, and preferred securities. Liz Ann focuses on the outlook for equity investors, highlighting a shift back to a negative correlation between bond yields and stocks—more characteristic of inflation-driven regimes. Her midyear forecast points to a solid economic backdrop, led by resilient GDP growth, strong capital spending tied to AI, and a healthy labor market, though some early warning signals are emerging in survey-based employment data. The episode closes with a cautious but constructive outlook: no immediate recession signals, but investors should consider prioritizing diversification, risk management, and periodically rebalancing as markets navigate inflation, policy uncertainty, and evolving leadership trends. On Investing is an original podcast from Charles Schwab. For more on the show, visit schwab.com/OnInvesting.  If you enjoy the show, please leave a rating or review on Apple Podcasts. Important Disclosures This material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The securities, investment products and investment strategies mentioned are not suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions. 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. Past performance is no guarantee of future results. Investing involves risk, including loss of principal. Performance may be affected by risks associated with non-diversification, including investments in specific countries or sectors. Additional risks may also include, but are not limited to, investments in foreign securities, especially emerging markets, real estate investment trusts (REITs), fixed income, municipal securities including state specific municipal securities, small capitalization securities and commodities. Each individual investor should consider these risks carefully before investing in a particular security or strategy. 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. Lower rated securities are subject to greater credit risk, default risk, and liquidity risk. Treasury Inflation Protected Securities (TIPS) are inflation-linked securities issued by the US Government whose principal value is adjusted periodically in accordance with the rise and fall in the inflation rate. Thus, the dividend amount payable is also impacted by variations in the inflation rate, as it is based upon the principal value of the bond. It may fluctuate up or down. Repayment at maturity is guaranteed by the US Government and may be adjusted for inflation to become the greater of the original face amount at issuance or that face amount plus an adjustment for inflation. Treasury Inflation-Protected Securities are guaranteed by the US Government, but inflation-protected bond funds do not provide such a guarantee. Preferred securities are a type of hybrid investment that share characteristics of both stock and bonds. They are often callable, meaning the issuing company may redeem the security at a certain price after a certain date. Such call features, and the timing of a call, may affect the security's yield. Preferred securities generally have lower credit ratings and a lower claim to assets than the issuer's individual bonds. Like bonds, prices of preferred securities tend to move inversely with interest rates, so their prices may fall during periods of rising interest rates. Investment value will fluctuate, and preferred securities, when sold before maturity, may be worth more or less than original cost. Preferred securities are subject to various other risks including changes in interest rates and credit quality, default risks, market valuations, liquidity, prepayments, early redemption, deferral risk, corporate events, tax ramifications, and other factors. High-yield securities and unrated securities of similar credit quality (junk bonds) are subject to greater levels of credit and liquidity risks and may be more volatile than higher-rated securities. High-yield securities are considered predominately speculative with respect to the issuer's continuing ability to make principal and interest payments. All names and market data shown are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security. Forecasts contained herein are for illustrative purposes only, may be based upon proprietary research and are developed through analysis of historical public data. The policy analysis provided by Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party. 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 Negative correlation refers to investments that tend to move in opposite directions: when one rises, the other falls. A hyperscaler is a large-scale cloud service provider that offers vast computing, storage, and networking resources through a distributed infrastructure of interconnected servers and software. (0626-WG7N)   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

TD Ameritrade Network
Rising Real Yields Drive Record Bond ETF Inflows

TD Ameritrade Network

Play Episode Listen Later Jun 11, 2026 8:14


BlackRock's Steve Laipply says declining inflation and a stronger growth outlook are pushing real yields higher, reshaping fixed income markets. He highlights record inflows into bond ETFs, especially short-term treasuries, as investors avoid duration and seek income. Laipply adds that bonds are regaining appeal as a portfolio diversifier, offering competitive alternatives to equities.======== 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

Honest Property Investment with Natasha Collins
Why Commercial Property Investors Should Care About Gilt Yields

Honest Property Investment with Natasha Collins

Play Episode Listen Later Jun 9, 2026 16:11


Most commercial property investors never intend to buy a gilt, but understanding gilt yields is one of the keys to understanding what drives property values.In this episode, I break down what a gilt actually is, why gilt yields have risen so dramatically in recent years, and how changes in the wider investment market can affect commercial property values even when nothing has changed about the property itself.Topics covered include:What a gilt is in simple termsWhy gilt yields have become so importantThe relationship between gilt yields and commercial property yieldsWhy property values can change even when rents and tenants remain the sameHow investors compare property against other investment opportunitiesWhy commercial property still offers advantages through leverage, asset management and value creationIf you've ever wondered why valuations move despite no obvious changes at the property, this episode will help explain one of the biggest forces influencing the market today.

Core EM Podcast
Episode 224: Kidney Stones

Core EM Podcast

Play Episode Listen Later Jun 8, 2026


A guide to diagnosing, imaging, and managing acute renal colic and nephrolithiasis in the ED. Hosts: Brian Gilberti, MD Avir Mitra, MD https://media.blubrry.com/coreem/content.blubrry.com/coreem/Nephrolithiasis.mp3 Download Leave a Comment Tags: Kidney Stones, Urology Show Notes 1. CLINICAL CORE & PHYSIOLOGIC FRAMEWORK Epidemiologic Risk Profiles Lifetime incidence parameters hover around 1 in 11, presenting with a prominent male sex skew. Peak demographic manifestation concentrated within the 30–60 age band. High-yield temporal parameter: 50% recurrence vector within a 5-year post-initial-insult window. Mineralogical Composition Vectors Calcium oxalate crystals represent the predominant structural matrix. Struvite configurations (magnesium ammonium phosphate matrix) account for 1–2% of cohorts. Struvite stones function explicitly as infection-driven configurations secondary to upper tract proliferation; higher distribution index noted in female cohorts. Etiological & Modifiable Relational Dynamics Profound systemic dehydration or low baseline fluid throughput states. High-sodium diet structures and heavy animal-protein consumption loads. Positive genetic/familial history variables. Relative risk modulation: Each variable independently operates to expand baseline risk by a factor of 2x to 3x. Pathophysiologic Symptom Complexes Acute, sudden-onset, maximum-intensity (10/10) unilateral flank pain. Classic structural radiation vector tracking downward toward the ipsilateral groin/genitourinary dermatomes. Distinctive behavioral marker: Renal colic pacing/writhing behavior with zero antalgic position availability. Concomitant autonomic triggers: Nausea and emesis manifest in 50% of acute presentations. Physical Exam Discordance Metrics Severe subjective distress contrasted with a characteristically soft, completely non-tender abdominal palpation exam. CVA tenderness is completely variable and lacks reliable negative predictive value. Atypical Presentation Classifications Vague, poorly localized abdominal pain presentations occurring in up to 20% of active cases. Isolated lower urinary tract irritative signs including acute frequency or severe urgency. Incidental & Asymptomatic Dynamics Silent intrarenal or ureteral stones found incidentally. Longitudinal tracking demonstrates up to 33.3% of initially asymptomatic cohorts convert to fully symptomatic renal colic within a multi-year tracking window. 2. EXCLUSION DIAGNOSES & CRITICAL PATHWAY RED FLAGS Vascular Mimics: AAA rupture/expansion. This is a mandatory exclusion pathway in elderly cohorts presenting with acute flank or back pain. Physical tracking requires active exploration for an expansile, pulsatile abdominal mass. Gynecologic Emergencies: Ruptured ectopic pregnancy. Demands universal screening protocols via rapid beta-hCG testing in all female patients of childbearing potential presenting with lower abdominal/pelvic localization. Infectious Upper Tract Decompensation: Acute uncomplicated pyelonephritis. Differentiated via persistent high spikes, high fevers, systemic shaking chills, and profound pyuria. Genitourinary Structural Crises: Acute testicular torsion. Mandates a thorough, explicit scrotal/testicular structural exam if the flank pain radiates into the scrotum. Gastrointestinal and Adnexal Torsional Confounds: Acute appendicitis variants, acute mesenteric/bowel ischemia, and ovarian torsion syndromes. 3. LABORATORY TESTING & PHYSIOLOGIC EVALUATION Urinalysis Interpretation Nuances Microscopic or gross hematuria presents in approximately 66% to 90% of acute cases. Critical Pathological Caveat: Complete absence of hematuria documented in 20% to 33.3% of confirmed, acute obstructing ureteral stones. Diagnostic rule: A pristine urinalysis with zero red blood cells is entirely insufficient to exclude acute ureterolithiasis. Urinary pH as a Composition Clue Consistently low urinary pH parameters (pH < 5.5) point strongly toward a uric acid crystalline composition. Elevated urinary pH parameters (pH > 7.5) indicate the presence of urease-producing microbial pathogens, pointing toward a struvite infection stone. Infectious Screening Metrics Active tracking for marked pyuria, positive leukocyte esterase, and bacterial nitrites to rule out an obstructed, infected upper urinary tract system. BMP Immediate quantification of baseline serum creatinine to establish accurate eGFR values. Targeting detection of post-renal AKI from bilateral obstruction, unilateral obstruction in a single functioning kidney, or severe volume depletion. CBC Evaluation for marked leukocytosis. Physiologic Nuance: Mild-to-moderate white blood cell count elevations frequently represent non-specific stress demargination driven by severe pain and repetitive vomiting. High-grade white blood cell shifts demand immediate exclusion of systemic bacteremia or an infected, obstructed urinary system. Adjunctive Lab Pathways Rapid qualitative urine hCG testing. Reflex urine culture execution whenever urinalysis metrics display significant inflammatory profiles or clinical suspicion of UTI is high. 4. IMAGING MODALITIES & ALGORITHMIC CLINICAL SELECTION Non-Contrast CT Diagnostics Gold standard; diagnostic sensitivity and specificity parameters exceed 95% for stones >2 mm. Provides precise quantification of stone diameter (mm), exact localization (proximal, mid, or distal ureter), and degree of secondary hydronephrosis. Excellent structural visualization for detecting or ruling out alternate retroperitoneal, vascular, or intra-abdominal pathologies. Contrast-Enhanced CT Protocols Indicated when alternative intra-abdominal surgical pathology is highly suspected over isolated renal colic. Retains diagnostic capability to identify urinary tract stones >3 mm even within contrast-enhanced phases. NCCT Structural Architecture Limitations Standard stone protocol CT scans are executed in a prone position without IV contrast enhancement. It does not opacify the ureteral lumen. Presents a cumulative radiation exposure penalty when utilized serially across recurrent ED presentations. POCUS / Radiology Ultrasound Direct stone visualization capabilities are modest, operating at approximately 50% to 60% sensitivity, and is highly dependent on anatomical positioning at the extreme proximal ureter or the UVJ. Secondary obstruction tracking: Demonstration of hydronephrosis operates at a high sensitivity of approximately 80%. POCUS Clinical Utility Metrics Eliminates ionizing radiation exposure and allows immediate, rapid real-time execution directly at the patient’s bedside. Confirmation of significant hydronephrosis within a classic clinical presentation yields high post-test probability for stone presence while lowering suspicion for vascular catastrophes like a AAA. KUB Radiography Extremely poor overall diagnostic sensitivity, hovering around 57%. Fails to image radiolucent configurations (pure uric acid matrices) or small stones measuring

Understanding Edge
Rising Yields, Tight Spreads and Resilient Credit

Understanding Edge

Play Episode Listen Later Jun 5, 2026 20:48


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.

On Investing
IPOs in Focus as the Fed Holds the Line

On Investing

Play Episode Listen Later Jun 5, 2026 18:20


Liz Ann Sonders and Collin Martin discuss the recent wave of IPO hype and the surge in investor interest driven by high-profile listings and large valuation headlines. They explain why headline market caps can be misleading, emphasizing the importance of float-adjusted valuations and how much stock is actually available to public investors. Despite attention-grabbing figures, the impact of these IPOs on major indexes like the S&P 500® may be smaller than many assume. Liz Ann and Collin discuss how potential changes to index inclusion rules, including shorter eligibility timelines and flexibility around profitability requirements, could alter how quickly newly public companies enter major benchmarks. In addition, they highlight structural dynamics such as lockup expirations and the gradual increase in share float over time, which can influence trading behavior well after the initial offering. Behavioral factors also play a central role in the discussion. Liz Ann revisits the risks of speculative investing, noting how FOMO and a "casino-like" market environment can lead investors to chase IPO hype rather than consider long-term portfolio fit. They stress the importance of discipline and context when evaluating new investment opportunities. The conversation then shifts to the broader macro backdrop, including the Federal Reserve's policy outlook and recent movements in the bond market. Collin outlines the Fed's likely wait-and-see approach amid rising inflation, noting that while the balance of risks has shifted, a single rate move may not signal a broader trend. They also discuss the potential impact of Fed decisions on long-term yields and overall market stability. Finally, Liz Ann and Collin preview upcoming economic data releases, including inflation reports, labor market indicators, and sentiment surveys, and discuss what they'll be watching in the week ahead. On Investing is an original podcast from Charles Schwab. For more on the show, visit schwab.com/OnInvesting.  If you enjoy the show, please leave a rating or review on Apple Podcasts. Important Disclosures This material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The securities, investment products and investment strategies mentioned are not suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions. 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. Past performance is no guarantee of future results. Investing involves risk, including loss of principal. Performance may be affected by risks associated with non-diversification, including investments in specific countries or sectors. Additional risks may also include, but are not limited to, investments in foreign securities, especially emerging markets, real estate investment trusts (REITs), fixed income, municipal securities including state specific municipal securities, small capitalization securities and commodities. Each individual investor should consider these risks carefully before investing in a particular security or strategy. 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. Lower rated securities are subject to greater credit risk, default risk, and liquidity risk. All names and market data shown are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security. Forecasts contained herein are for illustrative purposes only, may be based upon proprietary research and are developed through analysis of historical public data. The policy analysis provided by Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party. 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 (0626-THZL)   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Food Sleuth Radio
Andrew Flachs, PhD., Associate Professor of Anthropology at Purdue University, discusses his book, Feeding the World as If People Mattered: How Small Farms Produce Value Beyond Yields. (Part 2 of 2).

Food Sleuth Radio

Play Episode Listen Later Jun 5, 2026 28:09


Did you know that agribusiness logic places emphasis on big yields while neglecting the value of small farms and gardens? Join Food Sleuth Radio host and Registered Dietitian, Melinda Hemmelgarn for her conversation with Andrew Flachs, PhD., Associate Professor of Anthropology at Purdue University, food and farming systems researcher, and author of Feeding the World as If People Mattered: How Small Farms Produce Value Beyond Yields. Flachs continues his conversation in the second of a two-part interview on the benefits of smaller scale farming and home and community gardens, especially in times of crisis. He discusses his research into Cleveland Ohio's urban gardens, GMO vs. organic cotton in India, and home gardens in Bosnia. He is also the author of an Op-Ed in Civil Eats: “Facing Global Disruptions, Congress Should Invest in Local Food” https://civileats.com/2026/04/23/op-ed-facing-global-disruptions-congress-should-invest-in-local-food/ Related Websites:   https://www.cla.purdue.edu/directory/profiles/andrew-flachs.html

Schwab Market Update Audio
Rising Oil, Yields Threaten Rally Before Jobs Data

Schwab Market Update Audio

Play Episode Listen Later Jun 4, 2026 11:38


Markets could enter a holding pattern as participants consolidate before Friday's nonfarm payrolls report. Yields threatened 4.5% and oil threatens $100 as war jitters continue. Important Disclosures This material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The {securities, investment products and investment strategies mentioned are not suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions. For illustrative purpose(s) only. Investing involves risk, including loss of principal, and for some products and strategies, loss of more than your initial investment. 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 seeschwab.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. Digital currencies [such as bitcoin] are highly volatile and not backed by any central bank or government. Digital currencies lack many of the regulations and consumer protections that legal-tender currencies and regulated securities have. Due to the high level of risk, investors should view digital currencies as a purely speculative instrument. Cryptocurrency-related products carry a substantial level of risk and are not suitable for all investors. Investments in cryptocurrencies are relatively new, highly speculative, and may be subject to extreme price volatility, illiquidity, and increased risk of loss, including your entire investment in the fund. Spot markets on which cryptocurrencies trade are relatively new and largely unregulated, and therefore, may be more exposed to fraud and security breaches than established, regulated exchanges for other financial assets or instruments. Some cryptocurrency-related products use futures contracts to attempt to duplicate the performance of an investment in cryptocurrency, which may result in unpredictable pricing, higher transaction costs, and performance that fails to track the price of the reference cryptocurrency as intended. Please read more about risks of trading cryptocurrency futures here. 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. Schwab does not recommend the use of technical analysis as a sole means of investment research. 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. (0130-0626) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The William Blair Thinking Podcast
Monthly Macro: Resilient Equities, Rising Yields, and a Shifting Playbook

The William Blair Thinking Podcast

Play Episode Listen Later Jun 1, 2026 22:18


As geopolitical tensions persist and inflation concerns resurface, equity markets remain resilient while bond markets signal a more cautious outlook. Richard de Chazal unpacks what's driving this divergence, the durability of the U.S. consumer, and why quality may be coming back into focus.

On Investing
Higher for Longer: Markets Navigate a New Era of Uncertainty (With Joe Brusuelas)

On Investing

Play Episode Listen Later May 29, 2026 44:16


Markets may be entering a fundamentally different era. In this episode, Liz Ann Sonders and Collin Martin explore why long-term bond yields remain elevated, how rising uncertainty is driving a higher term premium, and what a potential shift away from the “Great Moderation” could mean for investors. They discuss how inflation volatility, reduced likelihood of Fed asset purchases, and geopolitical tensions are reshaping expectations for interest rates and economic stability. The conversation also examines changing correlations between stocks and bonds, and whether equities are underpricing risks. Then, Liz Ann is joined by RSM Chief Economist Joe Brusuelas. Joe reinforces the idea of a structural shift, describing a “split-screen” economy marked by inequality, policy shocks, and an AI-driven transformation. He expects trend-level growth but sustained inflation pressures, with risks tied to energy supply disruptions and potential knock-on effects to equities via the wealth effect. The conversation highlights a disconnect between resilient equity markets and more cautious signals from bond markets, suggesting investors brace for higher-for-longer rates, ongoing volatility, and a more complex economic cycle. Finally, Collin and Liz Ann look ahead to next week's upcoming macroeconomic indicators and key data releases.  To keep up with Joe Brusuelas, you can follow him on X: @joebrusuelas On Investing is an original podcast from Charles Schwab. For more on the show, visit schwab.com/OnInvesting.  If you enjoy the show, please leave a rating or review on Apple Podcasts. Important Disclosures This material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The securities, investment products and investment strategies mentioned are not suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions. 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. Past performance is no guarantee of future results. Investing involves risk, including loss of principal.  Performance may be affected by risks associated with non-diversification, including investments in specific countries or sectors. Additional risks may also include, but are not limited to, investments in foreign securities, especially emerging markets, real estate investment trusts (REITs), fixed income, municipal securities including state specific municipal securities, small capitalization securities and commodities. Each individual investor should consider these risks carefully before investing in a particular security or strategy. 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. Lower rated securities are subject to greater credit risk, default risk, and liquidity risk. Alternative investments are speculative and involve a high degree of risk. Investors may lose all or a substantial portion of their investment. Alternative investments cover a wide array of strategies, including real estate, private equity, private credit, and hedge funds. Risks will vary based on each unique strategy and can include investments in highly illiquid assets or securities, use of leverage, higher fees, lower transparency, tax risks, and limited ability to redeem or limited transferability. All names and market data shown are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security. Forecasts contained herein are for illustrative purposes only, may be based upon proprietary research and are developed through analysis of historical public data. The policy analysis provided by Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party. 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 comments, views, and opinions expressed in the presentation are those of the speakers and do not necessarily represent the views of Charles Schwab. (0526-NRT9)   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Food Sleuth Radio
Andrew Flachs, PhD., Associate Professor of Anthropology at Purdue University, and author of Feeding the World as If People Mattered: How Small Farms Produce Value Beyond Yields.

Food Sleuth Radio

Play Episode Listen Later May 29, 2026 28:09


Did you know that the push towards efficiency is often a trap? Join Food Sleuth Radio host and Registered Dietitian, Melinda Hemmelgarn for her conversation with Andrew Flachs, PhD., Associate Professor of anthropology at Purdue University, and food and farming systems researcher. He discusses highlights from his new book, Feeding the World as If People Mattered: How Small Farms Produce Value Beyond Yields. To receive a discount, use the code AZFLR which gives 30% off from the press website (https://uapress.arizona.edu/book/feeding-the-world-as-if-people-mattered Related Websites:   https://www.cla.purdue.edu/directory/profiles/andrew-flachs.html

DH Unplugged
DHUnplugged #803: The Thucydides Trap

DH Unplugged

Play Episode Listen Later May 20, 2026 54:58


– 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

Cannabis Cultivation and Science Podcast
Episode 165: Boosting Yields 50% with a 13-Hour Photoperiod? Debunking Cannabis Science with Dr. Youbin Zheng

Cannabis Cultivation and Science Podcast

Play Episode Listen Later May 19, 2026 66:44


In this episode, we discuss: Bridging the Genetic Gap: Looking critically at how horticultural research transfers between high-THC cultivars and industrial hemp. The 13-Hour Photoperiod: Breaking the traditional 12/12 cycle to achieve a 39%–50% yield increase and a 9% THC boost. Linear Light Scaling: The direct relationship between light intensity and flower yield scaling all the way up to 1,800 micromoles under ambient CO2. The UV Reality Check: Why modern high-THC genetics actually showed a decrease in final cannabinoid and terpene content under supplemental UVA and UVB. Light Response Curves: Why relying on a single leaf measurement to guide your facility's light saturation point is fundamentally flawed. The Veg-to-Flower Transition: Practical SOPs for adjusting PPFD and DLI safely without shocking your canopy. Controlled Deficit Irrigation: How a single, targeted late-flower drought stress event triggers a 12%–13% spike in final THC and CBD content. The 60 PPM Phosphorus Rule: Looking at the established replication data proving that excess phosphorus wastes money, reduces yield efficiency, and impacts the environment. Links & Resources Mentioned in This Episode: Visit KIS Organics for commercial living soils, amendments, and consulting: https://www.kisorganics.com Grab Dr. Zheng's textbook, Handbook of Cannabis Production in Controlled Environments: https://www.amazon.com/Handbook-Cannabis-Production-Controlled-Environments/dp/0367712571 Access Dr. Zheng's open-access research papers on Google Scholar: https://scholar.google.com/citations?user=ciGdnWAAAAAJ&hl=en Connect with us on Instagram: @kisorganics Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

CNBC's
Yields Surge and Prepping for Nvidia Results 5/19/26

CNBC's "Fast Money"

Play Episode Listen Later May 19, 2026 43:42


Yields on long-dated Treasuries hit their highest level in nearly 20 years and stocks ended the day lower across the board. Are equities finally starting to reflect the risks in the market? Plus Nvidia reports earnings after the bell tomorrow. What investors will be watching and how to position now. Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Squawk on the Street
9AM Hour - Chips Extend Slide, Software and Yields Jump, What Intel's CEO Told Cramer 5/19/26

Squawk on the Street

Play Episode Listen Later May 19, 2026 43:20


Carl Quintanilla, Jim Cramer and David Faber explored a tale of two tech sectors: Semiconductors extending their two-day slide after a red-hot run-up, while beaten-down software stocks move higher. Where should you put your money into the two groups? Hear what Intel CEO Lip-Bu Tan told Jim on "Mad Money" about AI and the demand for CPUs. The anchors also discussed treasury yields hitting multiyear highs on inflation jitters and the U.S. conflict with Iran. Also in focus: Home Depot's earnings beat, Elon Musk to appeal the OpenAI trial ruling, Anthropic vs. the Pentagon in court, Google-Blackstone AI venture, Meta layoffs watch.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

CNBC's
Stocks Drop, Yields Rise… And Retail Picks Ahead Of Results 5/15/26

CNBC's "Fast Money"

Play Episode Listen Later May 15, 2026 43:32


Stocks rounding out the week in the red, as rates tick higher. The sectors seeing the biggest drops inside today's sell-off, and where a top investment strategist is putting money to work. Plus, a resource rout hits metals and miners, Microsoft bucks the trend as a billionaire buys in, and checking out on retail; the names a top analyst is trying on ahead of the group's earnings next week. Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Peter Schiff Show Podcast
Inflation Doubled, Yields Hit 19 Year High, Gold Trashed. SETUP of a LIFETIME

The Peter Schiff Show Podcast

Play Episode Listen Later May 14, 2026 57:24 Transcription Available


PPI doubled estimates at 1.4%, yields broke 5% on $39T debt, and CNBC says sell gold stocks — that's the best buy signal I've ever seen.This episode is sponsored by NetSuite. Download Netsuite's free business guide Demystifying AI at https://netsuite.com/goldThis episode is also sponsored by Outskill. Bonuses worth $5100+ if you join and attend. Grab your free seat to the 2-Day AI Mastermind: https://link.outskill.com/PETERSCHIFFAP4Kevin Warsh was confirmed as the new Fed Chair and immediately inherited a stagflation crisis: April PPI came in at 1.4% month-over-month — double the high end of estimates — pushing producer prices to 6% year-over-year. Core PPI tripled expectations at 1.0%, an annualized 12.5% rate. The CPI the day before showed 0.6% monthly with year-over-year inflation climbing to 3.8%. The 30-year Treasury yield broke above 5% for the first time in 19 years, with a bond auction requiring a 5% coupon — but unlike 2007 when the debt was $9 trillion, today it's $39 trillion.Peter Schiff argues real interest rates are crashing even as nominal rates rise, making the environment extremely bullish for gold and silver — with silver hitting $89 intraday and leading gold for the first time this cycle. He highlights CNBC analysts recommending viewers sell gold stocks as a perfect contrarian buy signal, dismantles Trump's proposed ban on corporations buying homes as socialist policy, defends Jeff Bezos against critics who blame him rather than consumers for disrupting small businesses, endorses Thomas Massie's congressional primary fight, and promotes his new 10-minute FOIA evidence video exposing the IRS conspiracy to destroy Euro Pacific Bank.Chapters:00:00 Cold Open Montage00:55 Show Begins Tech Issues01:27 New Fed Chair Firestorm03:26 CPI Breakdown April05:24 PPI Shock And Stagflation07:59 Trump Inflation And Politics09:43 Bond Yields Debt Trap13:20 Fed QE Dilemma15:39 Ad Break NetSuite AI17:01 Markets Misread Inflation18:38 Real Rates Gold Silver23:12 Metals Boom Copper Oil24:51 Tariffs Beef And Constitution29:09 Ad Break Outskill AI31:42 Stocks Ignore Inflation Bubble32:18 Bubble Mentality Critique33:10 CNBC Chart Pattern Trap34:30 Gold Stocks Contrarian Buy35:38 Mining Stocks vs AI Hype36:15 Trump Housing Ban Backlash37:46 Why Rentals Need Investors39:19 Backing Thomas Massie42:25 Trump Grip on GOP43:08 Trump China Summit Skepticism45:05 Defending Bezos and Amazon46:20 Consumers Drive Competition49:07 Living Wage Reality Check53:35 Rigged Playing Field Factors55:31 Puerto Rico Inventory Tax57:36 FOIA Bank Conspiracy Video59:05 Demanding Government Accountability01:00:35 Wrap Up and Next PlansFollow @peterschiffX: https://twitter.com/peterschiffInstagram: https://instagram.com/peterschiffTikTok: https://tiktok.com/@peterschiffofficialFacebook: https://facebook.com/peterschiffFree Reports & Market Updates: https://www.europac.comBook Store: https://schiffradio.com/booksSign up for Peter's most valuable insights at https://schiffsovereign.comSchiff Gold News: https://www.schiffgold.com/news#PeterSchiffShow #Inflation #GoldInvestingOur Sponsors:* Check out Fast Growing Trees and use my code GOLD for a great deal: https://www.fast-growing-trees.com* Check out Plaud AI and use my code GOLD for a great deal: https://plaud.ai* Check out Quince and use my code quince.com/gold for a great deal: https://www.quince.com* Check out TruDiagnostic and use my code GOLD20 for a great deal: https://www.trudiagnostic.comPrivacy & Opt-Out: https://redcircle.com/privacy

The Rachel Maddow Show
Trump's corruption of the Justice Department yields embarrassing results

The Rachel Maddow Show

Play Episode Listen Later May 12, 2026 42:55


As Donald Trump has tried to use the Department of Justice as his personal tool for petty revenge and political intimidation, the department's track record has been abysmal and its frequent mistakes, mortifying. Rachel Maddow takes a look at the degradation Trump has brought to a once-distinguished facet of American government. While the hantavirus is not an emergency in the U.S., the situation has highlighted the importance of a competent government public health apparatus and the fact that the U.S. is not as well provided for as it once was in that area. Rachel Maddow looks at the disarray at the Department of Health and Human Services. Rachel Maddow shares details of a new satirical video game from the Secret Handshake activist group that mocks the Trump administration's stumbling through its disastrous war on Iran. The game, "Operation Epic Furious: Strait To Hell," is playable as an old-school arcade game in a special installation in Washington, D.C., but also for free in an internet browser. Michelle Kuppersmith, executive director of the Campaign for Accountability, talks with Rachel Maddow about the legal fight to bring accountability to Trump administration officials who have lost all inhibition with regard to exploiting conflicts of interest. The rush by Deep South Republicans to dissolve majority Black congressional districts in the wake of Donald Trump's Supreme Court gutting the Voting Rights Act has sparked a wave of outraged pushback and legal action. Kristen Clarke, general counsel for the NAACP, talks with Rachel Maddow about the fight to prevent a backslide of the achievements of the civil rights era in the face of Republican eagerness to turn back the clock. Want more of Rachel? Check out the "Rachel Maddow Presents" feed to listen to all of her chart-topping original podcasts.To listen to all of your favorite MS podcasts without ads, sign up for MS NOW Premium on Apple Podcasts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

CNBC's
Rates Spike, Stocks Pull Back On Rising Inflation… And CEOs Joining Trump's China Trip 5/12/26

CNBC's "Fast Money"

Play Episode Listen Later May 12, 2026 43:30


Yields rising, with stocks pulling back from records, as investors digest this morning's hotter-than-expected inflation data. How the Iran War and surging energy prices are impacting the U.S. economy, and how the Fast Money traders are navigating the equity volatility. Plus your next lightning fast prime package, Ebay rebuffs Gamestop's takeover bid, and where the Chartmaster sees one gold miner heading after a big run over the past few years. Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.