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MRKT Matrix - Monday, August 3rd Stocks rally, fueled by gains in Big Tech and a drop in oil prices (CNBC) Trump says Exxon and Chevron made ‘too much money' off high oil prices during Iran conflict: ‘I don't like it' (CNBC) The Worries That Drove Uncle Sam to Buy Yen (WSJ) The message beneath the yen intervention (Axios) How to Play the Flood of AI Bonds (WSJ) A digital iron curtain is threatening the global economy (FT) AI Is Turning Retail Traders Into DIY Hedge Funds (Bloomberg) Hugging Face CEO says China is winning the AI race and dominating on open models (CNBC) --- 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
In this episode of The Canadian Macro Investor Podcast, Simon and Dan break down the latest Fed decision and why the bond market may be starting to challenge Kevin Warsh’s inflation message. They discuss the split reaction across the yield curve, with short-term yields moving differently than longer-term yields, and what that could mean for inflation, recession risk and future rate hikes. They also look at Canada’s population data problem and why undercounting temporary residents could distort unemployment, mortgage delinquency trends and the broader read on the Canadian economy. From there, they dig into big tech earnings, including Microsoft and Meta, and why investors are paying closer attention to AI capex, free cash flow, depreciation, and credit default swaps across the hyperscalers. They also discuss Anthropic, open-weight AI models, data privacy concerns, tariffs, copper demand, and what the AI infrastructure build-out could mean for energy and markets. Tickers discussed: MSFT, META, GOOG, GOOGL, AMZN, NVDA, ORCL, AAPL, SKM Watch the full video on Our New Youtube Channel! Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.
The Fed talked tough and did nothing. The 30-year hit a 20-year high. The Dow fell 1,100 points. Gold was the only thing left standing.Tonight's episode is sponsored by Rockwell Automation. Download their 11th Annual State of Smart Manufacturing Report at https://rok.auto/sosmTonight's episode is also sponsored by Ethos. Protect your family with life insurance from Ethos. Get up to $3 million in coverage in as little as 10 minutes at https://ethos.com/gold. Application times may vary. Rates may vary.The Federal Reserve left rates unchanged at 3.5% to 3.75%, exactly where they were before Kevin Warsh took over, despite a 30% market-priced chance of a hike and three FOMC members dissenting in favor of one. Peter Schiff breaks down a press conference where Warsh declared "no tolerance" for inflation above 2% while doing nothing about it, hiding behind the excuse that the Fed "doesn't have a magic wand." Nobody asked for magic, just for the Fed to use the tools it actually has: higher rates, a smaller balance sheet, slower money supply growth. Warsh delivered none of them, and Schiff argues he made the same choice as his predecessors. Inflation is a choice, and the Fed chose it again.The markets rendered their verdict immediately. The 30-year Treasury yield hit 5.22%, its highest in roughly 20 years, the Dow fell 2.2% or about 1,100 points to close on the lows, and the Nasdaq 100 is now down over 3% on the week as the air keeps coming out of the AI bubble, with Meta down 10% after missing earnings and SanDisk off 30% in three days. Gold told the real story: it closed up $40 at 4,070 and never broke 4,000, because rising yields driven by a loss of confidence in the Fed are bullish for gold, not bearish. Schiff calls gold the last safe haven standing. He also covers consumer confidence at a five-year low, a $101.5 billion June trade deficit proving the tariffs accomplished nothing, and why Mamdani's government-run grocery stores will empty shelves, bankrupt private grocers in the poorest neighborhoods, and recreate Soviet bread lines in New York City.Chapters:00:00 Debt Bubble Reality00:37 Fed Holds Rates Steady03:34 Two Percent Target Doubts16:05 Q&A Exposes Inaction27:38 Markets React Bonds Stocks Gold31:45 Yields and Gold Misread35:02 Gold Safe Haven Case37:40 Fed Fallout and Data43:12 NYC Government Grocers55:42 Capitalism and Wrap UpFollow @peterschiffX: https://twitter.com/peterschiffInstagram: https://instagram.com/peterschiffTikTok: https://tiktok.com/@peterschiffofficialFacebook: https://facebook.com/peterschiffOur Sponsors:* Check out Chilipad and use my code GOLD for a great deal: https://sleep.me* 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
Michael Howell joins TFTC to break down why the Fed is trapped by rising bond yields and surging nominal GDP, forcing a return to rate hikes despite market expectations. We dissect the AI capex bubble, Treasury's hidden debt monetization via bill issuance, and why global liquidity trends point to a crypto bottom by late 2026. Howell explains why Bitcoin outperforms gold as a monetary inflation hedge, how China's PBOC liquidity drives gold, and why $40 trillion national debt is just the beginning of a state-led capital war era. CrossBorder Capital on X: https://x.com/crossbordercap GLIndexes: https://www.glindexes.com/ Find the Home Mining Playbook here: https://www.tftc.io/home-mining-energy-playbook STACK SATS hat: https://tftcmerch.io/ Our newsletter: https://www.tftc.io/bitcoin-brief/ TFTC Elite (Ad-free & Discord): https://www.tftc.io/#/portal/signup/ Discord: https://discord.gg/yHGkvYxdqT Opportunity Cost Extension: https://www.opportunitycost.app/ Shoutout to our sponsors: Block: Cash App: For a limited time, new customers can get $21 added to their balance. Just use code TFTC10 when you sign up, and send at least $5 to a friend in the first two weeks. Terms apply. Bitcoin services by Block, Inc. See the Bitcoin disclosures at cash.app/legal/podcast. Square: Visit http://square.com/go/**tftc** for up to $200 off eligible Square hardware. Bitkey: Use code TFTC10 for 10% off the new Bitkey. Aven https://www.aven.com/bitcoin CrowdHealth https://www.joincrowdhealth.com/tftc Unchained https://unchained.com/tftc/ Salt of the Earth: https://drinksote.com/tftc Join the TFTC Movement: Main YT Channel https://www.youtube.com/c/TFTC21/videos Clips YT Channel https://www.youtube.com/channel/UCUQcW3jxfQfEUS8kqR5pJtQ Website https://tftc.io/ Newsletter tftc.io/bitcoin-brief/ Twitter https://twitter.com/tftc21 Instagram https://www.instagram.com/tftc.io/ Nostr https://primal.net/tftc Follow Marty Bent: Twitter https://twitter.com/martybent Nostr https://primal.net/martybent Newsletter https://tftc.io/martys-bent/ Podcast https://www.tftc.io/tag/podcasts/ Disclosure: Bitcoin services are provided by Block, Inc. Bitcoin services are not licensable activity in all U.S. states and territories, and not all services are available in all states. Bitkey is not available in New York. Block, Inc. operates in New York as Block of Delaware and is licensed to engage in virtual currency business activity by the New York State Department of Financial Services. Bitcoin is a non-deposit, non-bank product that is not FDIC insured and involves risk, including monetary loss. For additional information, see the Bitcoin disclosures: https://help.cash.app/btcdisclosures Get up to $200 off Square hardware when you sign up at http://square.com/go/tftc**!** #squarepartner. Offer expires December 31, 2026 at 11:59 pm PST. Offer for $40 off the cost of one Square Stand, $75 off the cost of one Square Terminal, $100 off the cost of one Square Handheld, or $200 off the cost of one Square Register, excluding applicable taxes. Limited to one discount per product type per seller account. Each code is limited to one redemption per account holder. Valid for new Square customers located in the US only. Offer not valid with guest checkout. Square reserves the right to modify, revoke or cancel the offer at any time. Offer cannot be combined with any other coupon. Void where prohibited, not redeemable for cash, and non-transferable. #squarepartner #blockpartner
Live reaction to the most uncertain FOMC meeting in years. What the markets are doing before and after. The two competing views driving the uncertainty. Any surprises in the Fed statements (YES!). Yields. Curves. TIPS. Swaps. All the relevant info. Eurodollar University's Money & Macro Analysis----------------------------------------------------------------------------------If you want to see The Four Economic Regimes, and How to Position Your Portfolio for Each One, sign up here https://eurodollar-university.com/home-page----------------------------------------------------------------------------------https://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDUI'll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place. You can find me here: https://bravais.social/profile/edu
If you've been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I'd encourage you to head to our website, jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) . Matt offers a 15-minute initial call where you can discuss your financial goals and see if JWM is a good fit for your needs. Scheduling is easy—once you land at jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) just click “Schedule Initial Call” and select a time that works best for you! There's a quick survey to fill out that will help guide the conversation and ensure your time is used efficiently. If you're ready to learn more, visit jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) and book your call today! Take advantage of our partnership with LifeLock and get discounts using our link: https://lifelock.norton.com/offers?expid=LLONEYEAR&promocode= JSPW24&VENDORID= _JESSUPWM&om_ext_cid=ext_partner_ JSPW24_Productpage $) #361 topics:Market performance & rates (01:49)Fed pause & rate outlook (03:37)Yields & housing pressure (18:44)Retail panic selling (22:53)High beta tech losses (24:26)Microsoft earnings jump (12:35)Down payment savings crisis (28:55)Minimum wage down payment gap (30:25)Ohio housing cost trends (32:03)Insider trading bill (16:28)Politician trade transparency (18:24)Hosts: Mark McEvily - Chief Investment Officer and Managing Partner Matthew Jessup – Chief Executive Officer, Chief Compliance Officer, and Managing Partner Address: 35 Park Ave. Dayton, OH 45419 Phone: 937-938-9105 https://www.jessupwealthmanagement.com/ Social Media: Facebook: @JessupWealthManagement LinkedIn: @JessupWealthManagement Twitter: @jessupwealth Instagram: @jessupwealth https://www.jessupwealthmanagement.com/disclosures-page
The banking industry reportedly remains divided over the latest yield-related compromise, with the Digital Asset Market Clarity Act (CLARITY Act) still on hold. ~This episode is sponsored by Uphold~ Uphold Debit Card ➜ https://bit.ly/UpholdXRPCard TELL YOUR SENATOR TO PASS CLARITY!➜https://bit.ly/SenatorCLARITY Guest: Ron Hammond - Head of Policy and Advocacy at Wintermute Wintermute website ➜ https://bit.ly/WintermuteCrypto Follow Ron on Twitter ➜ https://x.com/RonwHammond 00:00 intro 00:10 Sponsor: Uphold 01:00 7 days 01:15 Cynthia Lummis frustrated speech in Senate 04:00 Lummis threat? 05:15 Could this backfire? 06:30 Another law enforcement group backs clarity 07:00 Russia Sanctions 07:20 Monday vote chances? 08:40 Are nominations done soon too? 10:30 Coinbase thinks Monday? 11:00 10 Democrats? 12:00 Republican turncoats? 14:10 Tomorrow ethics deal? 15:15 Bankers plea to CNBC for CLARITY change 18:00 Banking vs retail influence 20:00 Stand with Crypto 20:40 Recess could get cancelled? 22:20 Ron odds 23:00 Jay Clayton filed the Ripple lawsuit: wtf? 24:15 Crypto PACs: Why do they care about Michigan and Iowa? 25:15 If Thune doesn't put CLARITY up for vote... 26:20 John Oliver hurting bill sentiment? #Crypto #ethereum #XRP ~CLARITY Vote Next!
Business and finance news from the Asia-Pacific.Microsoft Corp. climbed almost 9% in extended trading after reporting its fastest cloud-computing growth in four years. Samsung Electronics Co. rose over 1% after chip profit soared over 250-fold. Meta Platforms Inc., however, fell over 7% in post-market trading following a disappointing revenue forecast for the current year. For more analysis, we spoke to MS Hwang, Research Director at Counterpoint Research.Plus - Federal Reserve Chairman Kevin Warsh has said the decision to leave interest rates unchanged wasn't a sign of inertia at the central bank, which is committed to tackling inflation. Brown University Professor of International Economics Sebnem Kalemli-Ozcan breaks down how markets are interpreting the signals. She spoke to Bloomberg TV host Haidi Stroud-Watts. See omnystudio.com/listener for privacy information.
Your morning briefing. All the news you need to start your day.On today's podcast:(1) The message from the bond market was clear: For all of Federal Reserve Chairman Kevin Warsh’s tough talk about taming inflation, he’s in no rush to use the power of the central bank to do it. The Fed kept interest rates unchanged for a seventh straight month, prompting investors to dump 30-year Treasury bonds and send the yield up to nearly 5.23%, a 19-year high.(2) The Bank of England is set to leave interest rates on hold as it sticks to a wait-and-see approach to navigate the wild swings in oil and gas prices.(3) The US launched a new wave of strikes against Iran in response to attacks on American military bases in the Middle East, escalating a conflict that has spread across the region.(4) Samsung posted a 250-fold surge in chip profits and now expects memory shortages to worsen next year, reflecting the relentless pace of a global AI infrastructure buildout.(5) Meta Platforms gave a disappointing quarterly revenue forecast, stepping up pressure on Chief Executive Officer Mark Zuckerberg to allay investor concerns that the company isn’t swiftly benefiting from its massive outlay on artificial intelligence.Podcast Conversation: Once You’ve Heard ‘Luxury Voice,’ You Can’t Unhear It: EssaySee omnystudio.com/listener for privacy information.
The 10-year Treasury yield is hovering near January 2025 highs as oil-driven inflation fears collide with an uncertain Fed path, creating serious turbulence in bond markets. We break down what these yield levels mean for bond investors, mortgage borrowers, and anyone trying to build a balanced portfolio right now.Today's Stocks & Topics: ING Groep N.V. (ING), Market Wrap, Wheaton Precious Metals Corp. (WPM), Pan American Silver Corp. (PAAS), Commercial Real Estate Lending, Autoliv, Inc. (ALV), Bond Market Outlook 2026: What Treasury Yields Near Multi-Year Highs Mean for Your Portfolio, CrowdStrike Holdings, Inc. (CRWD), Corning Incorporated (GLW), Energy Transfer LP (ET), ServiceNow, Inc. (NOW), Big Tech Credit Risks.Our Sponsors:* Check out Chilipad and use my code INVEST for a great deal: https://sleep.me* Check out Plaud AI and use my code INVEST for a great deal: https://plaud.ai* Check out Quince and use my code quince.com/invest for a great deal: https://www.quince.com* Check out TruDiagnostic and use my code INVEST20 for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands
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Yields under pressure. Leverage on the rise. Fitch dives into the growing use of off-balance-sheet financing among Business Development Companies (BDCs) and what it signals for credit risk ahead.
US stock indices closed lower on Wednesday as investors following the Federal Reserve's policy decision and another selloff in chipmakers ahead of major tech earnings. The S&P 500 fell 1.5%, the Nasdaq 100 lost 2.1%, and the Dow shed 1,153 points. Microsoft shed 0.7% while Meta fell 1.3% ahead of their earnings reports after the bell, which investors are watching for signals on AI infrastructure spending. Concerns that AI-related capital spending has become excessive continued to pressure semiconductor stocks after disappointing results from SK Hynix. Nvidia fell 3.5%, Micron lost 9.9%, AMD dropped 5.5%, and Applied Materials slid 8.4%. The Fed left interest rates unchanged, as expected, though three FOMC members dissented in favor of a rate hike. Meanwhile, rising oil prices following renewed US-Iran strikes added to inflation concerns, pressuring the Dow. Visa gained 0.6% after reporting stronger-than-expected quarterly revenue.Meta down 11% after hours - Microsoft better - US Futures better - SPI down 51 - Quarterlies continueMarcus Today – Daily Market InsightsMarcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.If you'd like to go further:Start a free 14-day trial of Marcus Today http://bit.ly/mt-trial-podcastJoin Marcus Today Use code MTPODCAST for 10% off http://bit.ly/mt-join-podcast-offerMT20 – Managed ETF Portfolio A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing. http://bit.ly/mt20-podcastPrinciples – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. http://bit.ly/mt-principles-podcast—Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.
In today's stock market news, we cover the biggest developments impacting global and Indian markets. Oil prices declined, US Treasury yields remained in focus, and a global technology selloff weighed on investor sentiment. We also discuss India's industrial output data and analyze the latest Q1FY27 results of Tata Capital, Varun Beverages, Larsen & Toubro (L&T), Hindustan Unilever (HUL), and Ambuja Cements. Stay till the end for our "Believe It or Not!" segment featuring an interesting market fact.Topics Covered:Oil Prices FallUS Treasury Yields UpdateGlobal Tech SelloffIndia Industrial OutputTata Capital Q1FY27 ResultsVarun Beverages Q1FY27 ResultsLarsen & Toubro (L&T) Q1FY27 ResultsHindustan Unilever (HUL) Q1FY27 ResultsAmbuja Cements Q1FY27 ResultsBelieve It or Not! Market FactSubscribe for daily stock market news, company earnings analysis, and investment insights.
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In this episode of the Friday Macro Show, we look at why Google sold off after earnings despite strong headline numbers, and what rising AI infrastructure spending could mean for the broader market. We also discuss Canada’s latest inflation and retail sales data, why consumers may be reacting to higher prices through demand destruction, and how rising bond yields are affecting mortgages and housing. From there, we dig into Bridgemarq’s dividend cut, the changing economics of real estate brokerages, the “Great House Transfer” problem as boomers struggle to sell, and why the next wave of AI IPOs could face a much tougher market than expected. Tickers discussed: GOOGL, GOOG, BRE.TO, TOU.TO, NVDA, META, AMZN Watch the full video on Our New Youtube Channel! Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.
In this episode of The Wrap with Chris Whalen, Chris breaks down why the stablecoin boom may be running out of road — giving the Clarity Act less than 50/50 odds and arguing it could strip the yield out of coins, force issuers offshore, and turn the survivors into banks. He makes the case that stablecoins are little more than "prepaid gift cards," lays out why he's bullish on gold and silver as central banks and China chase physical metal, and warns that real inflation — measured by commodity inputs like energy and sulfur (up 150% since the Iran war), not the CPI — is closing in on double digits. Whalen also sees the 10-year Treasury pushing past 5% and mortgages settling into a "higher for longer" 6.5–7%, flags the mortgage sector as the earnings story to watch, takes aim at Michael Saylor and MicroStrategy, points to safer places to find yield, and keeps circling back to one unsettling parallel: today looks a lot like the 1920s, right before the party ended.Thank you to our sponsor, Monetary Metals. Learn more at https://www.monetary-metals.com/THEWRAP/Links: The Institutional Risk Analyst: https://www.theinstitutionalriskanalyst.com/ Twitter/X: https://twitter.com/rcwhalen Seeing Around Corners book: https://www.theinstitutionalriskanalyst.com/product-page/seeing-around-corners-achieving-success-in-business-and-life-hardcoverUse the code TheWrap2026 for 25% off your first year of The Institutional Risk Analyst https://www.theinstitutionalriskanalyst.com/plans-pricingTimestamps:0:00 – Intro 0:45 – The Clarity Act: will it kill stablecoins? 3:34 – Do stablecoins have any real use case? 5:17 – Why we may need fewer banks — and more insurers 8:22 – Do stablecoins actually create Treasury demand? 10:16 – Chris's next book: gold 12:20 – Gold's pullback and the bull case for silver 16:37 – Goldman's $4,900 target & John Paulson on gold 17:53 – The BLS quietly redefines inflation 19:40 – A 2% target, a 6% deficit, and 5% yields 22:07 – Why mortgage earnings are the story to watch 24:29 – Affordability, home prices & the blue-state squeeze 26:42 – Why it all rhymes with the 1920s 28:44 – Viewer Q&A: the real double-digit inflation 32:12 – MSTR yields, Saylor & where to find safe income 36:28 – Closing thoughts: the mortgage shakeout ahead
Backyard gardens flush with cucumbers, tomatoes, and peppers where bees buzz and chickens scratch. Beyond, a forest filled with blackberries and jewelweed. Inspired by childhood memories of his grandmother's overflowing backyard garden, author Andrew Flachs has embarked on a multi-continent, decades-long look at agriculture and its value. The dominant view of agriculture has focused only on what we produce. It sees value in terms of capital gains or yield efficiency, masking how our global food system produces tremendous amounts of food commodities while failing to feed people, support rural communities, or enhance ecological well-being. Feeding the World as if People Mattered: How Small Farms Produce Value Beyond Yields (University of Arizona Press, 2026) asks us to look more deeply and more humanely at what we perceive to be most valuable in our agricultural systems. This book draws on fifteen years of anthropological research, taking readers to fields in South India, Eastern Europe, and North America, where people are already feeding the future amid global change. From these fields, Flachs shows us how a radical rethinking of the value of small farms and farmers is already happening. Bringing together conversations in agriculture, economics, anthropology, and the environmental humanities, Flachs deftly shows how small farms reproduce social and ecological relationships that are the only sustainable path forward. For anyone who is curious about the food on their plate and the people who helped to get it there, Feeding the World as if People Mattered will offer a new way to find value in the food we grow and the people who grow it. Dr. Andrew Flachs researches food and agriculture systems, exploring genetically modified crops, heirloom seeds, and our own microbiomes. Born and raised in rural Pennsylvania, he graduated from Oberlin College with dual Bachelor of Music and Bachelor of Arts degrees in 2010. He earned his PhD from Washington University in St. Louis in April 2016 and was a 2016-2017 Volkswagen Exchange Postdoctoral Research Fellow with the Heidelberg University Karl Jaspers Centre for Advanced Transcultural Studies. He is currently an associate professor of anthropology at Purdue University. His work among farmers in North America, the Balkans, and South India investigates ecological knowledge and technological change in agricultural systems spanning Cleveland urban gardens and Indian GM cotton fields. His research has been supported by public and private institutions including the Department of Education, the National Geographic Society, the American Institute of Indian Studies, and the Social Science Research Council, while his writing on agricultural development has been featured in numerous peer-reviewed publications as well as public venues including Sapiens, Salon, and the National Geographic magazine. His work has been recognized by eight international awards, including most recently as a finalist for the Society for Economic Anthropology Kate Browne Creativity in Research Award and the International Convention of Asia Scholars' Book Prize. Sandra Elizabeth is a graduate student enrolled at the Department of Sociology in Shiv Nadar University, Delhi- NCR. She looks at rice farmers' and their way of life in Kuttanad, Kerala—which is dubbed as the state's rice granary. She can be reached out on X. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/new-books-network
Keith Buchanan talks about how investors have recently come to question the stock market's higher-than-expected growth over recent years, not helped by inflation and rising yields. He walks investors through the current headwinds he sees for equities and the importance the Fed's interest rate path has on capping bullish perspectives. ======== 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
Backyard gardens flush with cucumbers, tomatoes, and peppers where bees buzz and chickens scratch. Beyond, a forest filled with blackberries and jewelweed. Inspired by childhood memories of his grandmother's overflowing backyard garden, author Andrew Flachs has embarked on a multi-continent, decades-long look at agriculture and its value. The dominant view of agriculture has focused only on what we produce. It sees value in terms of capital gains or yield efficiency, masking how our global food system produces tremendous amounts of food commodities while failing to feed people, support rural communities, or enhance ecological well-being. Feeding the World as if People Mattered: How Small Farms Produce Value Beyond Yields (University of Arizona Press, 2026) asks us to look more deeply and more humanely at what we perceive to be most valuable in our agricultural systems. This book draws on fifteen years of anthropological research, taking readers to fields in South India, Eastern Europe, and North America, where people are already feeding the future amid global change. From these fields, Flachs shows us how a radical rethinking of the value of small farms and farmers is already happening. Bringing together conversations in agriculture, economics, anthropology, and the environmental humanities, Flachs deftly shows how small farms reproduce social and ecological relationships that are the only sustainable path forward. For anyone who is curious about the food on their plate and the people who helped to get it there, Feeding the World as if People Mattered will offer a new way to find value in the food we grow and the people who grow it. Dr. Andrew Flachs researches food and agriculture systems, exploring genetically modified crops, heirloom seeds, and our own microbiomes. Born and raised in rural Pennsylvania, he graduated from Oberlin College with dual Bachelor of Music and Bachelor of Arts degrees in 2010. He earned his PhD from Washington University in St. Louis in April 2016 and was a 2016-2017 Volkswagen Exchange Postdoctoral Research Fellow with the Heidelberg University Karl Jaspers Centre for Advanced Transcultural Studies. He is currently an associate professor of anthropology at Purdue University. His work among farmers in North America, the Balkans, and South India investigates ecological knowledge and technological change in agricultural systems spanning Cleveland urban gardens and Indian GM cotton fields. His research has been supported by public and private institutions including the Department of Education, the National Geographic Society, the American Institute of Indian Studies, and the Social Science Research Council, while his writing on agricultural development has been featured in numerous peer-reviewed publications as well as public venues including Sapiens, Salon, and the National Geographic magazine. His work has been recognized by eight international awards, including most recently as a finalist for the Society for Economic Anthropology Kate Browne Creativity in Research Award and the International Convention of Asia Scholars' Book Prize. Sandra Elizabeth is a graduate student enrolled at the Department of Sociology in Shiv Nadar University, Delhi- NCR. She looks at rice farmers' and their way of life in Kuttanad, Kerala—which is dubbed as the state's rice granary. She can be reached out on X. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/environmental-studies
Backyard gardens flush with cucumbers, tomatoes, and peppers where bees buzz and chickens scratch. Beyond, a forest filled with blackberries and jewelweed. Inspired by childhood memories of his grandmother's overflowing backyard garden, author Andrew Flachs has embarked on a multi-continent, decades-long look at agriculture and its value. The dominant view of agriculture has focused only on what we produce. It sees value in terms of capital gains or yield efficiency, masking how our global food system produces tremendous amounts of food commodities while failing to feed people, support rural communities, or enhance ecological well-being. Feeding the World as if People Mattered: How Small Farms Produce Value Beyond Yields (University of Arizona Press, 2026) asks us to look more deeply and more humanely at what we perceive to be most valuable in our agricultural systems. This book draws on fifteen years of anthropological research, taking readers to fields in South India, Eastern Europe, and North America, where people are already feeding the future amid global change. From these fields, Flachs shows us how a radical rethinking of the value of small farms and farmers is already happening. Bringing together conversations in agriculture, economics, anthropology, and the environmental humanities, Flachs deftly shows how small farms reproduce social and ecological relationships that are the only sustainable path forward. For anyone who is curious about the food on their plate and the people who helped to get it there, Feeding the World as if People Mattered will offer a new way to find value in the food we grow and the people who grow it. Dr. Andrew Flachs researches food and agriculture systems, exploring genetically modified crops, heirloom seeds, and our own microbiomes. Born and raised in rural Pennsylvania, he graduated from Oberlin College with dual Bachelor of Music and Bachelor of Arts degrees in 2010. He earned his PhD from Washington University in St. Louis in April 2016 and was a 2016-2017 Volkswagen Exchange Postdoctoral Research Fellow with the Heidelberg University Karl Jaspers Centre for Advanced Transcultural Studies. He is currently an associate professor of anthropology at Purdue University. His work among farmers in North America, the Balkans, and South India investigates ecological knowledge and technological change in agricultural systems spanning Cleveland urban gardens and Indian GM cotton fields. His research has been supported by public and private institutions including the Department of Education, the National Geographic Society, the American Institute of Indian Studies, and the Social Science Research Council, while his writing on agricultural development has been featured in numerous peer-reviewed publications as well as public venues including Sapiens, Salon, and the National Geographic magazine. His work has been recognized by eight international awards, including most recently as a finalist for the Society for Economic Anthropology Kate Browne Creativity in Research Award and the International Convention of Asia Scholars' Book Prize. Sandra Elizabeth is a graduate student enrolled at the Department of Sociology in Shiv Nadar University, Delhi- NCR. She looks at rice farmers' and their way of life in Kuttanad, Kerala—which is dubbed as the state's rice granary. She can be reached out on X. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/anthropology
Backyard gardens flush with cucumbers, tomatoes, and peppers where bees buzz and chickens scratch. Beyond, a forest filled with blackberries and jewelweed. Inspired by childhood memories of his grandmother's overflowing backyard garden, author Andrew Flachs has embarked on a multi-continent, decades-long look at agriculture and its value. The dominant view of agriculture has focused only on what we produce. It sees value in terms of capital gains or yield efficiency, masking how our global food system produces tremendous amounts of food commodities while failing to feed people, support rural communities, or enhance ecological well-being. Feeding the World as if People Mattered: How Small Farms Produce Value Beyond Yields (University of Arizona Press, 2026) asks us to look more deeply and more humanely at what we perceive to be most valuable in our agricultural systems. This book draws on fifteen years of anthropological research, taking readers to fields in South India, Eastern Europe, and North America, where people are already feeding the future amid global change. From these fields, Flachs shows us how a radical rethinking of the value of small farms and farmers is already happening. Bringing together conversations in agriculture, economics, anthropology, and the environmental humanities, Flachs deftly shows how small farms reproduce social and ecological relationships that are the only sustainable path forward. For anyone who is curious about the food on their plate and the people who helped to get it there, Feeding the World as if People Mattered will offer a new way to find value in the food we grow and the people who grow it. Dr. Andrew Flachs researches food and agriculture systems, exploring genetically modified crops, heirloom seeds, and our own microbiomes. Born and raised in rural Pennsylvania, he graduated from Oberlin College with dual Bachelor of Music and Bachelor of Arts degrees in 2010. He earned his PhD from Washington University in St. Louis in April 2016 and was a 2016-2017 Volkswagen Exchange Postdoctoral Research Fellow with the Heidelberg University Karl Jaspers Centre for Advanced Transcultural Studies. He is currently an associate professor of anthropology at Purdue University. His work among farmers in North America, the Balkans, and South India investigates ecological knowledge and technological change in agricultural systems spanning Cleveland urban gardens and Indian GM cotton fields. His research has been supported by public and private institutions including the Department of Education, the National Geographic Society, the American Institute of Indian Studies, and the Social Science Research Council, while his writing on agricultural development has been featured in numerous peer-reviewed publications as well as public venues including Sapiens, Salon, and the National Geographic magazine. His work has been recognized by eight international awards, including most recently as a finalist for the Society for Economic Anthropology Kate Browne Creativity in Research Award and the International Convention of Asia Scholars' Book Prize. Sandra Elizabeth is a graduate student enrolled at the Department of Sociology in Shiv Nadar University, Delhi- NCR. She looks at rice farmers' and their way of life in Kuttanad, Kerala—which is dubbed as the state's rice granary. She can be reached out on X. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/food
Backyard gardens flush with cucumbers, tomatoes, and peppers where bees buzz and chickens scratch. Beyond, a forest filled with blackberries and jewelweed. Inspired by childhood memories of his grandmother's overflowing backyard garden, author Andrew Flachs has embarked on a multi-continent, decades-long look at agriculture and its value. The dominant view of agriculture has focused only on what we produce. It sees value in terms of capital gains or yield efficiency, masking how our global food system produces tremendous amounts of food commodities while failing to feed people, support rural communities, or enhance ecological well-being. Feeding the World as if People Mattered: How Small Farms Produce Value Beyond Yields (University of Arizona Press, 2026) asks us to look more deeply and more humanely at what we perceive to be most valuable in our agricultural systems. This book draws on fifteen years of anthropological research, taking readers to fields in South India, Eastern Europe, and North America, where people are already feeding the future amid global change. From these fields, Flachs shows us how a radical rethinking of the value of small farms and farmers is already happening. Bringing together conversations in agriculture, economics, anthropology, and the environmental humanities, Flachs deftly shows how small farms reproduce social and ecological relationships that are the only sustainable path forward. For anyone who is curious about the food on their plate and the people who helped to get it there, Feeding the World as if People Mattered will offer a new way to find value in the food we grow and the people who grow it. Dr. Andrew Flachs researches food and agriculture systems, exploring genetically modified crops, heirloom seeds, and our own microbiomes. Born and raised in rural Pennsylvania, he graduated from Oberlin College with dual Bachelor of Music and Bachelor of Arts degrees in 2010. He earned his PhD from Washington University in St. Louis in April 2016 and was a 2016-2017 Volkswagen Exchange Postdoctoral Research Fellow with the Heidelberg University Karl Jaspers Centre for Advanced Transcultural Studies. He is currently an associate professor of anthropology at Purdue University. His work among farmers in North America, the Balkans, and South India investigates ecological knowledge and technological change in agricultural systems spanning Cleveland urban gardens and Indian GM cotton fields. His research has been supported by public and private institutions including the Department of Education, the National Geographic Society, the American Institute of Indian Studies, and the Social Science Research Council, while his writing on agricultural development has been featured in numerous peer-reviewed publications as well as public venues including Sapiens, Salon, and the National Geographic magazine. His work has been recognized by eight international awards, including most recently as a finalist for the Society for Economic Anthropology Kate Browne Creativity in Research Award and the International Convention of Asia Scholars' Book Prize. Sandra Elizabeth is a graduate student enrolled at the Department of Sociology in Shiv Nadar University, Delhi- NCR. She looks at rice farmers' and their way of life in Kuttanad, Kerala—which is dubbed as the state's rice granary. She can be reached out on X. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/economics
Global equities traded lower as oil prices surged in response to escalating tensions in the Middle East, while renewed concerns over AI-related capital expenditure weighed on investor sentiment. Although the European Central Bank left interest rates unchanged, expectations of further policy tightening later this year have strengthened, pushing bond yields higher across major markets. In today's episode, Tim Gagie, Head of FX Advisory in Geneva, shares his insights on the latest developments in foreign exchange and metals markets, and what they could mean for investors.(00:00) - Introduction: Helen Freer, Product & Investment Content (00:27) - Markets wrap-up: Roman Canziani, Head of Product & Investment Content (06:30) - FX & metals update: Tim Gagie, Head of FX / Portfolio Management, Private Banking Geneva (11:44) - Closing remarks: Helen Freer, Product & Investment Content 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.
Comece seu dia com todas as informações essenciais para a abertura da bolsa com o Morning Call da Genial! O time da Genial comenta sobre as bolsas asiáticas, europeias e o futuro do mercado americano, além da expectativa para os mercados de ações, câmbio e juros. O Morning Call da Genial é transmitido, de segunda a sexta, às 8h45. Ative as notificações do programa e acompanhe ao vivo!
Os prêmios dos títulos globais atingiram níveis mais elevados em anos com a escalada do petróleo reacendendo temores de inflação.
Send us Fan MailIntensifying US-Iran war sends Brent above $100, US yields to 18-monthhigh. Stocks take a dive as AI jitters exacerbate the selloff. But marketscalmer today as oil pares gains, upbeat PMIs help sentiment. Yencontinues to tumble, nearly hits 164 per dollar.Risk Warning: Our services involve a significant risk and can result in the loss of your invested capital. *T&Cs apply.Please consider our Risk Disclosure: https://www.xm.com/goto/risk/enRisk warning is correct at the time of publication and may change. Please check our Risk Disclosure for an up to date risk warningReceive your daily market and forex news analysis directly from experienced forex and market news analysts! Tune in here to stay updated on a daily basis: https://www.xm.com/weekly-forex-review-and-outlookIn-depth forex news analysis on all major currencies, such as EUR/USD, USD/JPY, GBP/USD, USD/CHF, USD/CAD, AUD/USD
The traders talking all things Intel after the company's second quarter earnings, and what the results mean for the broader tech trade. Then, what a yield spike means for the economy ahead of the July Fed meeting next week. Chief economist at Ernst & Young Greg Daco lays out why investors should not expect a rate hike at the Fed meeting, and what Fed policy could look like in the second half. Plus, Brent topping $100 a barrel on the back of Iran tensions, data on Eli Lilly's newest GLP-1, and Google and Tesla plummeting on the back of earnings. 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.
Greg Friedman talks about how the commercial real estate business is repricing itself as yields remain elevated due to the U.S.-Iran war. He tells investors in the space to brace for pain on the balance sheet, though it likely creates new opportunities long-term. Greg adds that data centers now make up 1% of commercial real estate, a number set to accelerate and create new headwinds for properties. ======== 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
CNBC Business News Update with Jessica Ettinger - Markets & Business News With Expert Analysis From Top Business Names. Visit CNBC.com For More. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Alissa Coram and Ken Shreve walk through Thursday's market action with key stocks to watch in Stock Market Today. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Oil prices continue climbing, keeping pressure on inflation expectations and Treasury yields as crude approaches another key technical resistance level. While markets recently reclaimed the 50-day moving average, that breakout is being tested ahead of major earnings from Alphabet, Intel, and Tesla. In today's Before the Bell, we examine why rising oil prices matter for stocks, how higher yields could weigh on market sentiment, what weakening retail demand may signal for the economy, and the key technical levels investors should watch as earnings season accelerates. Hosted by RIA Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton, Executive Producer --- Watch the Video version of this report on our YouTube channel: https://youtu.be/rWpYjR1_Cxs --- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ --- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo --- * REGISTER for our next Dynamic Learning Series, "Savvy Social Security Planning: More Income, Less Worry," Thursday, August 6, 2026: https://streamyard.com/watch/tQ3PS8hd64mt --- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN --- Subscribe to SimpleVisor : https://www.simplevisor.com/register-new --- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #StockMarket #OilPrices #EarningsSeason #InterestRates #Investing
Join host Jonny Hart, OANDA Senior Market Analysts & podcast guest Nick Syiek (TraderNick) as they review the latest market news and moves. MarketPulse provides up-to-the-minute analysis on forex, commodities and indices from around the world. MarketPulse is an award-winning news site that delivers round-the-clock commentary on a wide range of asset classes, as well as in-depth insights into the major economic trends and events that impact the markets. The content produced on this site is for general information purposes only and should not be construed to be advice, invitation, inducement, offer, recommendation or solicitation for investment or disinvestment in any financial instrument. Opinions expressed herein are those of the authors and not necessarily those of OANDA or any of its affiliates, officers or directors. If you would like to reproduce or redistribute any of the content found on MarketPulse, please access the RSS feed or contact us at info@marketpulse.com. © 2023 OANDA Business Information & Services Inc
After a Monday that saw the S&P 500 Index descend on rising oil and yields despite chip market strength, investors await General Motors, 3M, and Northrop Grumman. 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 their own particular situation before making any investment or trading decisions. All expressions of opinion are subject to change without notice in reaction to shifting market 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. For illustrative purposes only. Individual situations will vary. Not intended to be reflective of results you can expect to achieve. Investing involves risk, including, for some products, more than your initial investment. Past performance is no guarantee of future results. Supporting documentation for any claims or statistical information is available upon request. Diversification and rebalancing strategies do not ensure a profit and do not protect against losses in declining markets. Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly. For more information on indexes, please see schwab.com/indexdefinitions. The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party. Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed-income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors. 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. 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. (0131-0726) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Summer extremes of isolated heavy rain, wildfire haze and drought are all in play this growing season. Meteorologist Eric Hunt from the University of Nebraska shows us maps and more happenings this season.
Recorded Sunday, July 12, 2026 at St. Paul's Ev. Lutheran Church in Bangor, Wisconsin. "Like" us on Facebook!!
A better-than-expected June Consumer Price Index (CPI) report offered some welcome relief for investors concerned about persistent inflation pressures. But while the headline numbers came in below expectations, Liz Ann Sonders and Collin Martin explain why underlying inflation trends, including higher oil prices, rising costs tied to AI-related investment, and components that feed into the Fed's preferred inflation gauge, suggest the inflation story is far from over. They also discuss why macroeconomic factors such as inflation, monetary policy, and labor-market conditions remain essential inputs for portfolio decisions, even when investors are looking for more specific investment guidance. The conversation covers the Federal Reserve's outlook, what recent data means for bond investors, small-business sentiment and hiring plans, growing concerns about inflation among business owners, and the economic indicators they'll be watching in the weeks 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. Diversification and asset allocation do not ensure a profit and do not protect against losses in declining markets. 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 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. (0726-F5V5) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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
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
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.
While the traditional office sector faces ongoing scrutiny, government-leased office properties operate in a completely decoupled realm of stability. In this episode, host Michael Bull sits down with Darrell Crate, CEO, President, and Director of Easterly Government Properties, to dissect the unique mechanics of the federal and state leasing markets. Darrell pulls back the curtain on Easterly's 10-million-square-foot portfolio to explain why mission-critical government real estate remains one of the most resilient, high-credit anchors an investor can add to a CRE portfolio. From the market effects of the Department of Government Efficiency (DOGE) to the strict nuances of navigating appropriations clauses, this conversation provides an elite blueprint for understanding how government tenancy drives long-term value, predictable 7% dividends, and unmatched lease stickiness. Key Topics Covered in This Episode: The Truth About DOGE and Government Real Estate: Darrell breaks down how the Department of Government Efficiency acts as a wave of private-sector accountability, forcing agencies to re-evaluate footprints without jeopardizing non-partisan, mission-critical assets like the FBI, VA, and DEA. The Asset-Light Disconnect: Why the U.S. government still owns two-thirds of its real estate footprint and why the ongoing transition toward a private-sector leasing model creates massive transaction volume and valuation arbitrage for private partners. Unmatched Occupancy and Stickiness: A look inside the metrics where standard commercial office vacancy headlines do not apply, highlighting how mission-critical facilities routinely maintain 98% to 100% occupancy over decades. Federal GSA vs. State Leases: Comparing the slow-moving underwriting of federal contracts against fiscally responsible state leases (like Georgia), which often feature built-in escalators and extended 25-to-40-year terms. The "Dabbler" Warning & Transaction Realities: Why standard commercial brokers face severe friction trying to execute government leases and why deep institutional knowledge is required to keep lenders comfortable through complex, multi-month negotiations. The Supply Cliff and Workforce Return: How a near-total freeze in new construction paired with the workforce return to physical spaces is providing sector-wide tailwinds for office real estate. Whether you are an institutional player looking to position capital in stable yield structures or a private investor wanting to understand the defensible "smile of the country" growth markets, this episode provides critical strategy for navigating the government real estate sector. Connect with Darrell: https://easterlyreit.com/ https://www.linkedin.com/company/easterly-government-properties/ Connect with Michael Bull & The Show: Michael Bull, CCIM Bull Realty, Inc https://www.linkedin.com/in/michaelbull/ For more commercial real estate market data, sector forecasts, and video episodes, visit CREshow.com. America's Commercial Real Estate Show is brought to you by our proud sponsors. TCN Worldwide: Commercial real estate property management, leasing, and sales solutions across the US and globally. Learn more: https://www.tcnworldwide.com Build Out: The ultimate product suite for commercial real estate brokerage firms looking to streamline their business. Learn more: https://www.buildout.com Bull Realty: Regional commercial real estate brokerage services headquartered in Atlanta, delivering market intel and strategies.Learn more: https://www.bullrealty.com Commercial Agent Success Strategies: Twenty-one cloud accessed commercial broker training videos with slide deck action notes. Learn more at https://www.commercialagentsuccess.com/
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.
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
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.
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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.
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
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
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.
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!