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Rates & Fed Policy: Markets are overly optimistic on rate cuts; inflation remains sticky, keeping the Fed cautious (DeepMacro).Equity Positioning: Systematic funds are heavily tilted toward equities, with allocations at or near record highs (MenthorQ).China Equities: Narrowing gap between H-shares and A-shares signals opportunity; liquidity and household cash provide strong support (HSBC).Market Breadth: Short-term indicators are overbought, but long-term breadth remains healthy (Dantes Outlook).Fixed Income: Attractive yields unlikely to return to pre-pandemic lows; belly of the curve (5–6 year maturities) offers a balance of income and rate risk (Vanguard).Municipals & Credit: Municipal bonds and investment-grade credit stand out as high-quality, inexpensive options.Equities: Active managers struggle against the Magnificent Seven; indexing provides a strong foundation, while Industrials, Financials, and Healthcare offer selective momentum opportunities (Morningstar, Dantes Outlook).Takeaway: Stay disciplined, revisit bond allocations, and avoid overstretching for yield or risk.
Investor Fuel Real Estate Investing Mastermind - Audio Version
In this episode of the Real Estate Pro Show, host Erika interviews Ted Farry, a successful real estate investor with a diverse background in construction and finance. Ted shares his journey into real estate investing, the lessons he's learned along the way, and his current focus on affordable single-family rentals. He emphasizes the importance of networking and building relationships in the industry, discusses market strategies, and highlights the significance of providing affordable housing. Ted also shares insights on capital raising and his future plans for growth in the real estate sector. Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind: Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply Investor Machine Marketing Partnership: Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com Coaching with Mike Hambright: Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform! Register here: https://myinvestorinsurance.com/ New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club —--------------------
In this week's episode of Grow Guides, we tackle some of the most common questions home growers ask: How do you choose the best pots or containers for growing cannabis? We break down the pros and cons of fabric pots, plastic pots, and air-pruning containers. What's the difference between regular, feminized, and autoflower seeds? Learn how each type works and which is best for your grow. How important is airflow and circulation inside the grow tent? Discover why good air movement can make or break your harvest. Do you really need to flush cannabis plants before harvest? We look at what flushing does, if it's necessary, and how to do it properly. Whether you're just starting out or refining your setup, these tips will help you get better results from your plants. Thanks for listening, and don't forget to join us on our forum or Discord if you have more grow questions!
Markets are doing fine, sitting right at all time highs, and money flows have been improving. Relative strength has improved, but still has a negative divergence. Nvidia was also sitting at all time highs, but will not be surprised to see it open lower. From a fundamental perspective, Nvidia is operating on "all cylinders," only the ultra-optimistic observers were disappointed in the company's earnings report. The Small-cap/Mid-cap space (IWM) has been performing better, but here's the concern: About 40% of these companies have NO profits, and are zombie companies, surviving on debt issuance. So this particular index is not all that healthy. Also remember, these companies are very, very economically sensitive. Any weakness in the economy will be reflected in the earnings of these companies. Yields have not done a lot, currently sitting at around 4.2%, which is where they should be trading in the present environment. Gold has behaved similarly, going nowhere and trading in a narrow range. Gold has become a liquidity source for stock chasing. 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: http://bit.ly/47QZT3k ------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- Register for our next RIA Dynamic Learning Series event, "Savvy Medicare Planning," September 18, 2025: https://realinvestmentadvice.com/resources/events/savvy-medicare-planning-what-baby-boomers-need-to-know-about-medicare/ ------- 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/ #Gold #LiquiditySource #BullishTrend #NegativeDivergence #MarketCorrection #20DMA #50DMA #100DMA #200DMA #InvestingAdvice #Money #Investing
Firelight enables you to stake your XRP and earn rewards within the Flare ecosystem. By staking your XRP on Firelight, you immediately start earning rewards. The protocol will then issue you with liquid staking token (LST), enabling you to explore DeFi opportunities while your principal remains staked.~This episode is sponsored by Gemini~Sign up for The Gemini Credit Card and get an extra $50 in crypto!➜ https://bit.ly/GeminiPBNGuest: Hugo Philion, CEO Flare NetworkFirelight Vaults ➜ https://bit.ly/FirelightXRPFlare Network website➜https://bit.ly/FlareXRP00:00 Intro00:10 Sponsor: Gemini01:20 Firelight XRP Vault coming03:45 What is Flare?06:45 Is Firelight a Vault you can trust?08:30 How to unlock staked collateral?10:00 How are institutions able to generate yield on their XRP?13:40 Lending platform integration15:15 Ripple's official EVM sidechain vs Flare16:45 When will these yield products launch?17:25 How much capital could be unlocked with XRP DeFi in 2025?18:00 What percent of XRP will people allocate ?19:40 Outro#XRP #xrpnews #crypto~XRP Vault Yields Coming in September!?
Jackson HOLY cow what a move.... SOE's get used to it - We are now China. Airline consolidation or murder? Bond yields - Long bond yields up. 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 - Excitement over a change in tone from Powell (Powell throws the towel?) - Crypto surges - then comes back down - SOE - Get used to that - Bond yields - Long bond up Markets - Hitting all-time highs - Airline consolidation or murder? - NVDA earnings - reports this week - Some crypto really moving Fed Firing - How do we feel about the firing of Fed's Cook? - Allegations, not confirmed - Could this be a play to actually fire Powell? --- Trump now says that this paves the way to him having a majority that soon will push rate lower (after firing Cook) Windless - Shutting down the alt-energy projects - Wind turbines ugly and no good - Shares in wind farm developer Orsted - The U.S. government last week ordered the company to halt construction of an almost completed project. - Late on Friday the U.S.? Bureau of Ocean Energy Management had issued a stop-work order for the Revolution Wind Project off of Rhode Island. According to Orsted, the project is 80% complete and 45 out of 65 wind turbines have been installed Pricing Power - News that Spotify will raise prices as it invests in new features and targets 1 billion users - said the price will rise to 11.99 euros ($14.05) from 10.99 euros in markets including South Asia, the Middle East, Africa, Europe, Latin America and the Asia-Pacific region. - Price increases combined with cost-cutting efforts in recent years helped Spotify achieve its first annual profit last year. Jackson Holy !! - Powell hinted that maybe there would be a change to his thinking - In his final address as Fed chair at the Jackson Hole, Wyoming, economic symposium, Powell hinted at a September interest rate cut but stopped short of committing, striking a careful balance between mounting job-market risks and lingering inflation worries. - In particular, the market was enthused by Mr. Powell's line noting that "with policy in restrictive territory, the baseline outlook and the shifting balance of risks may warrant adjusting our policy stance," which the market took as an open-mindedness to easing. - The probability of a 25-basis point rate cut at the September FOMC meeting now stands at 83.1%, up from 75.0% yesterday, according to the CME FedWatch tool. Jackson - HOLY 2 - Markets reacted strongly in favor of a rate cut - hope - DJIA up 800 - S&P and NASDAQ rallied - Small Caps up close to 4% - USD dove - Yields - slightly lower - Crypto - ETHER rallied hard - ATH ---- Give it a day and Ether and Bitcoin came back down to earth Misunderstanding - Cut rates so houses more affordable? - Long rates moved higher - NVDA - Earnings due Wednesday After the close - Nvidia makes up about 7.5% of the S&P 500. - Earnings Per Share (EPS) Estimates Zacks Consensus: $1.00 Kiplinger Forecast: $1.01, up 48.5% year-over-year MarketBeat Average: $0.97 (range: $0.92–$1.05) - Revenue Estimates Zacks Consensus: $46.14 billion Kiplinger Forecast: $46.0 billion, a 53.1% increase YoY MarketBeat Range: $44.1–$45.9 billion - Forward-Looking EPS FY 2026: $4.28 (Zacks), $4.12 (MarketBeat) FY 2027: $5.70 (Zacks) SOE - State Owned Enterprises - We had better get use to it - All the anger directed at China for this - as unfair practice - Now, US takes a piece of Intel (10% for $2B ?) - Wait - 10% is $10B value - is that right? Intel Math (MATH?) - The U.S. government acquired a 10% stake in Intel by converting $11.1 billion in previously issued grants and pledges into equity.
Guy & Liz focus on Federal Reserve Chair Jerome Powell's recent Jackson Hole speech, indicating a likely rate cut in September due to a cooling labor market. The conversation covers the market's seemingly endless rise, driven by mega cap tech stocks like Nvidia, and the possible risks of steady market declines. They touch on the implications of government investments in companies like Intel and predict inflation's future impact on Fed policies. The hosts also highlight upcoming economic reports, the influence of global bond yields, and the relationship problems between rising yields and stock prices. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media
Grayscale has filed an S-1 with the SEC to convert its Avalanche Trust into a Spot AVAX ETF. If approved, this could mark one of the first U.S.-listed ETFs giving direct exposure to a smart contract blockchain beyond Bitcoin and Ethereum. Avant delivers the highest risk-adjusted yield on your assets. Powered by on-chain strategies.~This episode is sponsored by iTrust Capital~iTrustCapital | Get $100 Funding Reward + No Monthly Fees when you sign up using our custom link! ➜ https://bit.ly/iTrustPaulGuest: Rhett Shipp, CEO Avant Protocol Avant Protocol➜ https://bit.ly/AvantYields00:00 Intro00:10 Sponsor: iTrust Capital00:41 Grayscale Avalanche ETF!01:10 Avant TVL Growing01:44 Avant Yields on USDC & Bitcoin03:33 Utilizing Yield Platforms05:18 How Interest Rates Effect Yield Rewards07:02 How often do Yields pay out?08:23 Withdrawal process10:35 Avalanche + Going Cross-Chain11:39 Avax Integrations12:20 Borrow Strategies13:15 Avax Stablecoin TVL14:08 Avalanche Staking ETF Potential15:52 Avax Treasury Company?18:40 outro#Crypto #Avax #Ethereum~AVAX Preps For ETF with EPIC Stablecoin Yields!
Markets opened mixed to start Tuesday's trading session. Kevin Green urges investors to keep consumer confidence top of mind as it can serve as an indicator to price action ahead. On treasuries, he points to consolidation in the 10-year yield as a normal signal that starts a rate cutting cycle for the Fed. However, Kevin adds that volatility remains unseasonably low, which can ramp higher with potential market moving events on the calendar ahead. Technicals for defense stocks also show potential for a breakout in the weeks ahead.======== 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
10Y yields should fall if Fed more dovish than expected Leading up to Powell's speech at Jackson Hole, the market has priced in a high likelihood of a 25bp cut at the September FOMC meeting. The prospect of rate cuts has helped to lift homebuilding stocks and the group is up 16% since the end of June. But the 10Y Treasury yield is more relevant for homebuyers taking out fixed-rate or even adjustable-rate mortgages. So a key question is how Fed cuts, which should come--it's just a question of when--may impact long rates. And if rate cuts do result in lower 10Y Treasury yields, what does it mean for affordability. Mark Cabana believes that a very dovish Fed, even amidst a backdrop of higher than desired inflation, could still manage to push long rates lower. Rafe Jadrosich talks about affordability and regional housing dynamics, given that supply is above 2019 levels in Florida and Texas but well below levels from six years ago in the Northeast and Midwest. You may also enjoy listening to the Merrill Perspectives podcast, featuring conversations on the big stories, news and trends affecting your everyday financial life. "Bank of America" and “BofA Securities” are the marketing names for the global banking businesses and global markets businesses (which includes BofA Global Research) of Bank of America Corporation. Lending, derivatives, and other commercial banking activities are performed globally by banking affiliates of Bank of America Corporation, including Bank of America, N.A., Member FDIC. Securities, trading, research, strategic advisory, and other investment banking and markets activities are performed globally by affiliates of Bank of America Corporation, including, in the United States, BofA Securities, Inc. a registered broker-dealer and Member of FINRA and SIPC, and, in other jurisdictions, by locally registered entities. ©2025 Bank of America Corporation. All rights reserved.
We're on a mission to make you and your money smarter, with daily briefs delivered to you in just one minute. Follow us on Instagram for further updates.Our episodes are written by Helen Okechukwu and edited by Justin Grant. Our Executive Producer is AmickyCarol Akiwumi MBE. We'd like to thank our funders for their generous support, which makes the series possible._______________________This podcast is for general informational purposes only, does not address your particular requirements and situation, and does not constitute any form of financial or investment advice or recommendation. Seek professional financial advice before making any such decision.
Here are three reasons why you should listen to this episode:Discover why the fixed income asset class is not just the “quiet” side of your portfolio and why everyone should have a portion in their portfolios, offering attractive yields, stability, and protection against market volatility.Learn how investment-grade bond funds and laddering strategies can help you manage reinvestment risk, match your investments to your cash flow needs, and diversify beyond traditional options.Get actionable advice on putting idle cash to work, protecting your purchasing power from inflation, and why timing the market is less effective than having a disciplined fixed income strategy aligned with your short- and long-term goals.ResourcesCIBC's "Smart Advice" Podcast and Website - Website | Apple Podcast | SpotifyVisit CIBC for more Smart AdviceAaron Young: LinkedInEpisode Highlights[00:20] Introduction to Fixed Income StrategyFixed income plays a steady role in building and protecting wealth, even though it rarely makes headlines.These investments balance portfolios, preserve capital, and provide flexibility for both short- and long-term goals.The episode features Aaron Young, Executive Director and Head of Client Portfolio Management at CIBC Global Asset Management.With over 15 years of experience, he offers insights into why a fixed income strategy matters now more than ever.[02:12] Current State of the Fixed Income MarketFixed income is entering what experts call a “golden age,” offering attractive yields and renewed importance in portfolios.[03:06] Aaron: “Right now, fixed income is in a bit of a golden age, for lack of a better term. What I mean by that is we've hit a nice balance point in fixed income markets where this asset class can generate a really attractive income potential for clients, and it can do so while also regaining a bit of that role of hedging risk.”Yields, once near zero, have returned to healthier levels, restoring the income investors expect from this asset class.Global factors like trade policies, tariffs, and geopolitical shifts continue to shape the outlook for bonds.Active management becomes crucial in this environment, turning volatility into opportunities for added returns.[05:56] The Role of Fixed Income in Canadian PortfoliosDiversification across asset classes is essential, with fixed income providing a counterbalance to equities and alternatives.Bonds protect capital, generate predictable coupons, and reduce portfolio volatility in uncertain markets.Capital appreciation is another underappreciated benefit, as mispriced bonds can deliver strong upside potential.[06:58] Aaron: “I would say for any level of investor, you should have a portion of fixed income in your portfolio for diversification, and not diversification such as a sector or holding a single stock versus other companies. Its diversification of where your risk and return comes from.”The role of fixed income shifts depending on investor needs, risk tolerance, and life stage.[08:59] Innovative Fixed Income Solutions & LadderingBeyond GICs, investment-grade bond funds offer predictable returns with the added benefits of interest and price appreciation.These funds provide tools to align investments with cash flow needs while diversifying risks.[10:45] Aaron: “The investment grade bond funds really was a focus on, how do we build something that's similar to a GIC in a lot of respects, in terms of target maturity date, I know I'm going to get my capital back, not the same risk profile, but also not going out and buying really high risk bonds, where the prices fluctuate quite a bit day to day, we buy governments and really solid large cap corporate bond issues.”Laddering, or staggering maturities, helps manage reinvestment risk and interest rate fluctuations.Together, these strategies expand fixed income options, giving investors greater flexibility than traditional choices alone.[13:03] Investment Strategies for Short-Term GoalsA fixed income strategy can align with specific cash flow needs such as saving for education, a home, or a cottage.Investment-grade bond funds allow investors to match maturities to future liabilities with confidence.This approach ensures capital is available when needed while still generating income along the way.By protecting against reinvestment risk, bond funds create stability without leaving money idle.[15:30] The Importance of Being InvestedHolding excess cash on the sidelines exposes investors to the silent erosion of inflation.Opportunity cost can be significant, as sitting still means missing out on steady income streams.Timing the market is notoriously difficult, even for professional investors with advanced tools.Fixed income serves as a bridge between cash and equities, offering stability while keeping money productive.[19:48] Agility in Fixed Income ManagementFixed income portfolios can be adjusted in real time to capture opportunities and manage risks.A dedicated team of experts at CIBC Global Asset Management specializes in areas like government bonds, corporate credit, and global rates.Sharing ideas across disciplines ensures portfolios benefit from the best thinking across the firm.Market inefficiencies in bonds create opportunities for active managers to add consistent long-term value.[22:15] Behind the Curtain: Inside “Bond Land”Fixed income offers multiple levers to manage risk and generate returns, from interest rates to credit exposure.Large institutional strategies, such as liability-driven investing, inspire approaches suitable for individual investors.The market's inefficiencies, like off-exchange , provide advantages for skilled active managers.Agility and collaboration within the team enable CIBC to adapt quickly beyond headlines or central bank announcements.[27:05] Building Your Fixed Income AssetsA fixed income strategy remains a vital part of any portfolio, providing stability, income, and diversification.Bonds can be tailored to meet both short-term cash flow needs and long-term growth objectives.Aaron Young emphasizes the importance of viewing fixed income as a flexible tool for achieving financial outcomes.His closing message reinforces that bonds will always have a rightful place in helping Canadians reach their goals.About Aaron YoungAaron Young is the Executive Director and Head of Client Portfolio Management at CIBC Global Asset Management. With more than 15 years of experience in fixed income markets, he has dedicated his career to helping global investors understand the power of bonds and income-generating investments. His work spans from guiding individual investors to managing portfolios for some of the country's largest institutions, including pension plans, foundations, and endowments. Aaron specializes in strategies that balance income generation, capital preservation, and long-term growth in both traditional and alternative fixed income strategies.Known for his passion for making fixed income accessible, Aaron brings clarity to a part of investing that is often overlooked. He believes bonds are not just the “quiet side” of a portfolio, but a dynamic tool that can stabilize wealth, reduce volatility, and create new opportunities for investors. Through his expertise, he empowers Canadians to look beyond traditional GICs and embrace innovative solutions that align with their financial goals.Connect with Aaron Young on his LinkedIn.Enjoyed this Episode?If you did, be sure to subscribe and share it with your friends!Post a review and share it! If you enjoyed tuning in, leave us a review. You can also send this to your friends and family. Market headlines come and go, but steady income and protection never go out of style. Discover how a fixed income strategy can safeguard your wealth while still keeping your money working. Learn to build stability, generate returns, and move forward with confidence in any market.Have any questions? You can connect with me on LinkedIn or through CIBC's Facebook, , or Instagram.Thanks for tuning in! For more updates, visit our website. You can also listen to more amazing episodes on Spotify or Apple Podcasts.
Market news for August 25, 2025: Investors give a cautious welcome to the likely resumption of US interest rate cuts; the shift shoves Treasury yields and the dollar lower, flattering the outlook for corporate earnings and commodity markets are encouraged by the drop in the dollar. Synopsis: Market Focus Daily is a closing bell roundup by The Business Times that looks at the day’s market movements and news from Singapore and the region. Written by: Howie Lim (howielim@sph.com.sg) Produced and edited by: Chai Pei Chieh & Claressa Monteiro Produced by: BT Podcasts, The Business Times, SPH Media Produced with AI text-to-speech capabilities --- Follow Market Focus Daily and rate us on: Channel: bt.sg/btmktfocus Amazon: bt.sg/mfam Apple Podcasts: bt.sg/mfap Spotify: bt.sg/mfsp YouTube Music: bt.sg/mfyt Website: bt.sg/mktfocus Feedback to: btpodcasts@sph.com.sg Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party’s products and services. Please consult professional advisors for independent advice. Discover more BT podcast series: BT Money Hacks at: bt.sg/btmoneyhacks BT Correspondents at: bt.sg/btcobt BT Podcasts at: bt.sg/podcasts BT Branded Podcasts at: bt.sg/brpod BT Lens On: bt.sg/btlensonSee omnystudio.com/listener for privacy information.
Bahasa Indonesia Bersama Windah (for intermediate Indonesian language learners)
https://www.patreon.com/windahTranskrip: https://www.patreon.com/posts/yang-waras-sane-137216446?utm_medium=clipboard_copy&utm_source=copyLink&utm_campaign=postshare_creator&utm_content=join_linkTerjemahan: https://www.patreon.com/posts/eng-yang-waras-137216943?utm_medium=clipboard_copy&utm_source=copyLink&utm_campaign=postshare_creator&utm_content=join_linkDi episode ini, aku membagikan arti dari ungkapan “yang waras ngalah” dan pengalamanku yang berkaitan dengan ungkapan tersebut. Selamat mendengarkan!Sumber gambar: Afif Ramdhasuma di UnsplashTerima kasih banyak atas dukungannya untuk:SAHABAT WINDAHAkiramJayNyong Jago Bob GenericJohn nyMartin JankovskýWilliam ChenDawid GerstelDRamzan BAlex PepinnsSebastianAlexander ScholtesJrobabuja11 RoboNicholai LidowAliteJack William HusbandsAndre ChampouxDemiAlastair JudsonKatherine WalkerLino ArboledaLeon KwekCameron Edinger-ReeveSam BayleyLivvieIsmail OtchiChrisRussell BarlowMary PopeIga Komar帥志 Shuai Chih LinBjornrappangeHossein KhoshtaghazaAldoParis LuckowskiMatthew O'ConnorRussell OgdenYaszalix子强 孙Bart van de KampWC Kon태엽 주Arthur NazaryanDaniel KaposiEmily HuangBenjamin SaySussanKevin McCormickGiomTEMAN WINDAHJohn McBride Kristofer Nivens P. Clayton D. Causey, CT Vanessa HackJohn ShumLuis PaezCraig RedriffMariusCharlotteJonny 5Jose LorenzoJeremyLulunMadeleine MillerAngelo CaonRossi von der BorchSicily FiennesEm McDermottMeredith R NormanTom Simamora ThatcherTim DoolingDevin NailAlissa Sjuryadi-TrowbridgeBillEric EmerTarquam James McKennaAmanda BlossStephen MSusan & Ben SetiawanJensBen HarrisonNaota YanagiharaHans WagnerJustin WilsonJayZane RubaiiBenjaminDerynAlexH HMatt WintersAlec MitchellVinceDanielBertiSugiyamaAtsuko MaenoMosaStephen GrahamHannah RowntreeColleen Thornton-WardAilise Sweeney-LoweJimmyYng KenjicnxuFlorian HopfKurt VerschuerenJoakimRyosuke SudaBerberJeroen VellekoopJan NedermeijerMatthewTakeshi YamafujiNatePatrickMiquelFeeJingle YanMathias朗 桑田Benedikt GanderBen PlayfordLauraKenji YanaguRicky ZhangVacanza TropicaleBill Dalton惠羽 蔡Sophie Hoestereyこ ぱるDouglas HerrickTim SomervilleMaxence AKFSF BEddoMarc EberJaime NoriegaJin Kimivy babyJessica BruntonMark ChavezDevlin KuyekDaniel TanDawn TanNeoKimchiSpiritAnders RydbergPaulie MoraPaula Bradley蕾戴Jordan O.ss ssRoman PicardPENDENGAR SETIAColumba TierneyLuciano HespanholHH JorgensenAmina AljehaniJannedCamillelishan fengluanAninda P.A.F
While the summer break brings its usual trading slowdown and bond markets in the US have been relatively calm, European bond markets have kept moving. German Bund yields continue to climb and are bringing bonds from across the Eurozone with them, says Dr. Dirk Steffen, the Private Bank's Chief Investment Officer for Europe, Middle East and Africa. “Yields are going up, the market is normalising and this is spilling over into the Eurozone market.” Dirk discusses the summer lull before markets head “back to school” and where we might expect to see fresh activity in September. He also highlights what will be a busy week for economic data, with important earnings reporting in the AI space and a patchwork of data points that will provide an updated outlook for business confidence and inflation.For more investing insights, please visit deutschewealth.com.In Europe, Middle East and Africa as well as in Asia Pacific this material is considered marketing material, but this is not the case in the U.S. No assurance can be given that any forecast or target can be achieved. Forecasts are based on assumptions, estimates, opinions and hypothetical models which may prove to be incorrect. Past performance is not indicative of future returns.Performance refers to a nominal value based on price gains/losses and does not take into account inflation. Inflation will have a negative impact on the purchasing power of this nominal monetary value. Depending on the current level of inflation, this may lead to a real loss in value, even if the nominal performance of the investment is positive. Investments come with risk. The value of an investment can fall as well as rise and you might not get back the amount originally invested at any point in time. Your capital may be at risk.The services described in this podcast are provided by Deutsche Bank AG or by its subsidiaries and/or affiliates in accordance with appropriate local legislation and regulation. Deutsche Bank AG is subject to comprehensive supervision by the European Central Bank (“ECB”), by Germany's Federal Financial Supervisory Authority (BaFin) and by Germany's central bank (“Deutsche Bundesbank”). Brokerage services in the United States are offered through Deutsche Bank Securities Inc., a broker-dealer and registered investment adviser, which conducts investment banking and securities activities in the United States.Deutsche Bank Securities Inc. is a member of FINRA, NYSE and SIPC. Lending and banking services in the United States are offered through Deutsche Bank Trust Company Americas, member FDIC, and other members of the Deutsche Bank Group.The products, services, information and/or materials referred to within this podcast may not be available for residents of certain jurisdictions. © 2025 Deutsche Bank AG and/or its subsidiaries. All rights reserved. This podcast may not be used, reproduced, copied or modified without the written consent of Deutsche Bank AG. 030620 030121
Welcome to episode 218 of Growers Daily! We cover: poor potato yields and what to do about it, managing a greenhouse when it's endlessly hot outside, and what we're up to for the next month on the farm. We are a Non-Profit!
Join us for a timely mid-year webinar where we examine the evolving landscape of interest rates, credit spreads and macroeconomic indicators shaping the bond markets in 2025. With central banks adjusting their course, inflation dynamics shifting and investor sentiment evolving, we'll explore what these developments mean for fixed income investors. Key topics will include: Federal Reserve policy expectations and interest rate trajectories Geopolitical influences, inflation trends and recession risk assessments Securitized market dynamics Strategic investment ideas for the second half of 2025 Whether you're managing portfolios, evaluating fixed income products, or seeking to stay informed, this session will provide actionable insights and forward-looking perspectives to support your investment decisions.
S&P futures slightly down, coming after solid gains last week that saw several fresh record highs. Treasuries are a bit firmer across the curve. Yields are down after bear steepening move last week. Dollar index up, Gold up. Bitcoin futures down, WTI crude up. Geopolitics remains the biggest focus over the weekend after Friday's summit between Trump and Putin ended with no commitment for Russia to end the Ukraine war. European leaders including Ukraine's Zelenskiy are set to meet Trump in Washington today, while White House officials confirmed the US would offer Ukraine a secure guarantee. Companies Mentioned: Saudi Aramco, Petrobras, Tesla
Being the Church that Yields to the Holy SpiritPastor Mike teaches from John 14:15-27
Yields spiking as markets digested this morning's hot inflation data. How our traders are navigating the market's reaction, and what the PPI report means for the Federal Reserve's next rate move. Plus Trade Desk shares taking another big blow on reports that Walmart is changing up its advertising strategy. What it means for the company's business, and what one analyst sees in store for the ad space.Fast Money Disclaimer
Troy Swift started farming at age 42, and has achieved incredible results using regenerative practices in his Texas pecan grove: increasing yields in certain varieties by up to 6X, while cutting nitrogen inputs by 97%, reducing insecticides, and eliminating herbicides. Troy is a first-generation farmer from Central Texas who transitioned to pecan farming after a career in the composite jet engine industry. With a data-driven mindset from his manufacturing background, he now manages 126 acres of hybrid and native pecans along the San Marcos River and serves as president of the Texas Pecan Growers Association. Troy's 27 years of growing experience shape his innovative approach to regenerative agriculture. Since 2019, Troy has embraced regenerative practices: eliminating mowing and herbicides, and using wood chips and Johnson-Su bioreactors to boost soil health. His orchard serves as a research hub for institutions like the Noble Research Institute, providing data on soil, nut nutrition, and economics. Troy's work inspires farmers and bridges the gap between academia and agriculture. In this episode, John and Troy discuss: Troy's transition from the composite jet engine industry to becoming a first-generation pecan farmer Shifting to regenerative practices, including eliminating mowing Reducing nitrogen inputs from 80-100 pounds per acre to just 2.4 pounds Using bats for pest control and their impact on reducing insecticide use in pecan orchards The importance of data-driven farming, with insights from soil and leaf analyses showing increased nutrient availability Troy's leadership in fostering collaboration between farmers and academia to advance regenerative agriculture research Additional Resources To learn more about Troy and to purchase Swift River Pecans, please visit: https://www.swiftriverpecans.com/ About John Kempf John Kempf is the founder of Advancing Eco Agriculture (AEA). A top expert in biological and regenerative farming, John founded AEA in 2006 to help fellow farmers by providing the education, tools, and strategies that will have a global effect on the food supply and those who grow it. Through intense study and the knowledge gleaned from many industry leaders, John is building a comprehensive systems-based approach to plant nutrition – a system solidly based on the sciences of plant physiology, mineral nutrition, and soil microbiology. Support For This Show & Helping You Grow Since 2006, AEA has been on a mission to help growers become more resilient, efficient, and profitable with regenerative agriculture. AEA works directly with growers to apply its unique line of liquid mineral crop nutrition products and biological inoculants. Informed by cutting-edge plant and soil data-gathering techniques, AEA's science-based programs empower farm operations to meet the crop quality markers that matter the most. AEA has created real and lasting change on millions of acres with its products and data-driven services by working hand-in-hand with growers to produce healthier soil, stronger crops, and higher profits. Beyond working on the ground with growers, AEA leads in regenerative agriculture media and education, producing and distributing the popular and highly-regarded Regenerative Agriculture Podcast, inspiring webinars, and other educational content that serve as go-to resources for growers worldwide. Learn more about AEA's regenerative programs and products: https://www.advancingecoag.com
In this episode of the HVAC Know It All Podcast, host Gary McCreadie chats with John Zimmerman, Founder & CEO of Harvest Integrated, to kick off a two-part conversation about the unique challenges of HVAC systems in the cannabis industry. John, who has a strong background in data center cooling, brings valuable expertise to the table, now applied to creating optimal environments for indoor grow operations. At Harvest Integrated, John and his team provide “climate as a service,” helping cannabis growers with reliable and efficient HVAC systems, tailored to their specific needs. The discussion in part one focuses on the complexities of maintaining the perfect environment for plant growth. John explains how HVAC requirements for grow rooms are similar to those in data centers but with added challenges, like the high humidity produced by the plants. He walks Gary through the different stages of plant growth, including vegetative, flowering, and drying, and how each requires specific adjustments to temperature and humidity control. He also highlights the importance of redundancy in these systems to prevent costly downtime and potential crop loss. John shares how Harvest Integrated's business model offers a comprehensive service to growers, from designing and installing systems to maintaining and repairing them over time. The company's unique approach ensures that growers have the support they need without the typical issues of system failures and lack of proper service. Tune in for part one of this insightful conversation, and stay tuned for the second part where John talks about the real-world applications and challenges in the cannabis HVAC space. Expect to Learn: - The unique HVAC challenges of cannabis grow rooms and how they differ from other industries. - Why humidity control is key in maintaining a healthy environment for plants. - How each stage of plant growth requires specific temperature and humidity adjustments. - Why redundancy in HVAC systems is critical to prevent costly downtime. - How Harvest Integrated's "climate as a service" model supports growers with ongoing system management. Episode Highlights: [00:00] - Introduction to John Zimmerman and Harvest Integrated [03:35] - HVAC Challenges in Cannabis Grow Rooms [04:09] - Comparing Grow Room HVAC to Data Centers [05:32] - The Importance of Humidity Control in Growing Plants [08:33] - The Role of Redundancy in HVAC Systems [11:37] - Different Stages of Plant Growth and HVAC Needs [16:57] - How Harvest Integrated's "Climate as a Service" Model Works [19:17] - The Process of Designing and Maintaining Grow Room HVAC Systems This Episode is Kindly Sponsored by: Master: https://www.master.ca/ Cintas: https://www.cintas.com/ SupplyHouse: https://www.supplyhouse.com/ Cool Air Products: https://www.coolairproducts.net/ property.com: https://mccreadie.property.com Follow the Guest John Zimmerman on: LinkedIn: https://www.linkedin.com/in/john-zimmerman-p-e-3161216/ Harvest Integrated: https://www.linkedin.com/company/harvestintegrated/ Follow the Host: LinkedIn: https://www.linkedin.com/in/gary-mccreadie-38217a77/ Website: https://www.hvacknowitall.com Facebook: https://www.facebook.com/people/HVAC-Know-It-All-2/61569643061429/ Instagram: https://www.instagram.com/hvacknowitall1/
In this episode of EisnerAmper's Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Mayank Mohan, Managing Partner, Museum Mile Funds, an investment manager focused on innovative cash management strategies. Mayank shares his outlook for investing in innovative cash management strategies, including the greatest opportunities, challenges and more.
Variable rate (VR) fertilizer is paying dividends at Pitura Seeds, a fifth-generation seed farm in Domain, Man., where the team is focused on reallocating resources to the most productive areas of the field. Laird Lampertz says in this episode of Profitable Practices that the farm’s shift in mindset has been key. Instead of targeting the... Read More
Old iron at work. That's what you can look forward to at the 62nd annual Badger Steam & Gas Engine show this weekend outside of Baraboo. Ben Jarboe takes a closer look with Steve Rodebush, president of the club. He says they're focused on the Ford and Ferguson brands this year. He also explains that there will be many demonstrations giving people a chance to see how work 'used to be done' in the nation's farms and industrial business centers. Weather looks friendly for the big show in Baraboo. Stu Muck says that the only uncomfortable part that's not changing is the humidity. Ashley Huhn from the Steffes Group says things are temporarily slower in the office while farms prepare for the harvest. He does note though that prices for good used equipment remain firm, as does the real estate market. Paid for by Steffes Group. The World Ag Supply/Demand Estimates released on Tuesday were in line with what traders had expected. Pam Jahnke reports that Wisconsin farmers are expected to harvest about 189 bushel/acre on corn, and about 54 bushel/acre on soybeans. Grazing is a practice that most Wisconsin dairies used a generation ago. Now the Dairy Grazers Alliance wants to reinfuse enthusiasm for the practice again. Stephanie Hoff learns from central Wisconsin dairyman, Joe Tomandl, about the market value being discovered for grass-fed milk. Their projections are that the global market for that element will grow by nearly 23% in the next decade.See omnystudio.com/listener for privacy information.
Today's July CPI report could show if imported goods saw a blunter tariff impact after signs of that emerged in June. Yields might jump if the data come in hotter than expected.Important DisclosuresThis material is intended for general informational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions.The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.All names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security. Supporting documentation for any claims or statistical information is available upon request.Past performance is no guarantee of future results.Diversification and rebalancing strategies do not ensure a profit and do not protect against losses in declining markets.Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly. For more information on indexes, please see schwab.com/indexdefinitions.The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors.All expressions of opinion are subject to change without notice in reaction to shifting market, economic or political conditions. Data contained herein from third party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed.Investing involves risk, including loss of principal, and for some products and strategies, loss of more than your initial investment.The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.Apple Podcasts and the Apple logo are trademarks of Apple Inc., registered in the U.S. and other countries.Google Podcasts and the Google Podcasts logo are trademarks of Google LLC.Spotify and the Spotify logo are registered trademarks of Spotify AB.(0131-0825)
Sugar Beet crop is looking excellent Potential record yields? Harvesting has begun! Louisiana crop raised while Florida stays about the same Corn Huge record on yield! Due to lots of crops and good weather Biggest surprise? More acreage picked up Soy complex What corn gained, soybeans lost Planted acres and exports down Wheat More loss of acreage Yield up a bit Exports revised higher Not a customer on McKeany-Flavell's IQ Intelligence Platform? Visit mckeany-flavell.com to learn more about IQ, where we offer subscribers 24/7 access to real-time market updates and technical analysis discussion of supply and demand fundamentals price forecasts as well as charts, tables, and downloadable PowerPoint market overviews Host: Michael Caughlan, President & CEO Expert: Kevin Combs, Vice President – Global Sweeteners Specialist Expert: Eric Thornton, Senior Commodity Advisor
On 7th August 2025, the Bank of England cut the base rate to 4% — a move that's already sparking questions from commercial property investors. Prime yields often move in line with the base rate, and with yields tightening, is now the right time to buy… or should you wait?In this episode of The Honest Property Investment Podcast, I break down:What the rate cut means for prime yieldsWhy tighter yields can make deals more competitiveHow to approach investing when borrowing is cheaper but returns are slimmerThe value-add strategies that still make sense in this market — including ESG upgradesWhether you're actively looking for your next deal or just keeping an eye on the market, this episode will help you decide how to position yourself for the months ahead.Links & Resources:Book a strategy callFree investment calculator Take the quiz
Gold prices fell on Monday as investors awaited White House clarification regarding potential U.S. tariffs on imported gold bars as well as a U.S. inflation report that could provide an indication of the Federal Reserve's rate outlook.~This episode is sponsored by iTrust Capital~iTrustCapital | Get $100 Funding Reward + No Monthly Fees when you sign up using our custom link! ➜ https://bit.ly/iTrustPaulGuest: Andy Schectman | President & Owner of Miles Franklin Miles Franklin website ➜ https://milesfranklin.com/Miles Franklin Youtube channel ➜ https://www.youtube.com/@MilesFranklinMedia00:00 Intro00:06 Sponsor: iTrust Capital00:35 Trump Gold Tariff Chaos!01:55 Tariff Whiplash Exposes Gold Market06:19 Gold Withdrawal Delays09:48 Uncertainty Bad Enough10:13 Tokenized Gold Explodes12:49 BRINKS Stock Pumps13:20 TradFi Moving to Tokenization for Trust15:15 Paxos & Tether Gold Going Cross-Chain16:10 Gold DeFi Yields19:10 Katana DeFi Yields on Polygon20:04 Are Gold Yields a deal-breaker?21:15 Tokenized Gold Mines22:15 Gold DeFi Business Models23:14 Gold Bugs trusting crypto more?24:47 Gold-Backed Stablecoins vs BRICS27:27 Miles Franklin Update28:50 outro#Crypto #Gold #Ethereum~Gold Tariffs!? vs Crypto
BENJI is the World's First U.S.-registered money Market Fund, on-chain. The BENJI token can offer attractive yield, providing investors with the potential for income generation. ~This Episode is Sponsored By Coinbase~ Buy $50 & Get $50 for getting started on Coinbase➜ https://bit.ly/CBARRON Guest: Sandy Kaul - EVP at Franklin Templeton & Head of Franklin Innovation Download Benji Mobile App➜ https://bit.ly/BENJIFranklin 00:00 intro00:08 Sponsor: Coinbase00:30 Franklin Templeton Was First!01:09 BENJI Clients03:42 New Intraday Yields05:08 Streaming Yields Possible05:52 OnChain Costs & Fees07:13 Entire Market Moving On Chain08:32 Top Blockchains Using Benji09:47 Minimum Investment Requirements10:56 Regulation vs Stablecoins & Money Market Funds12:51 What Happens if Interest Rates Fall?14:10 Benji Self-Custody Wallet14:42 CeFi First Then DeFi15:44 DeFi Integrations with $BENJI16:04 Automated Looping Vaults18:59 Loyalty Reward Points20:47 RWA Cultural Assets Coming22:45 Too Early?24:05 New Chains Coming To $BENJI?24:54 outro #Ethereum #Crypto #Bitcoin~Franklin Templeton Making It Rain DeFi Yields!?
Topics Covered:Portfolio construction in today's macro climate — balancing risk, correlations, and tracking error.Credit market health — Morningstar DBRS and Proskauer data show improving leverage, coverage, and default rates.Bond market reset — Deutsche Bank's historical context on the worst 5-year Treasury returns and forward expectations.Opportunities in core bonds — PIMCO's view on yields, international duration, and diversification benefits.DeepMacro model positioning — long USD, contrarian equity overweight, and rates strategy.Trend-following under pressure — why CTAs are lagging in 2025.Emerging markets strategy — Victor Zhou on activeness, tracking error, and the under-researched alpha potential in EM small caps.Key Takeaways:Dollar correlations are a driver of our U.S. equity overweight.Credit fundamentals are stronger, with default rates falling.Bond valuations have reset, creating better entry points, but real returns may remain modest.Trend-following struggles highlight the need for multi-strategy systematic approaches.In emerging markets, higher activeness and small-cap allocations improve alpha opportunities.References:Morningstar DBRSProskauer Private Credit Default ReportDeutsche Bank Global Markets ResearchPIMCO Fixed Income OutlookDeepMacro Model PositioningState Street Emerging Markets Strategy Research
Jake Ewing farms 1,300 acres of corn in Western Illinois, a relatively small operation compared to neighboring farms. Jake's farm has been shaped by the need to compete in a region dominated by large-scale commodity crop production, forcing him to rethink traditional approaches to corn farming, and developing a focus on innovative, cost-effective practices. Jake's journey toward regenerative agriculture began with the purchase of a high-clearance sprayer, initially intended for conventional applications. This led to experiments with foliar fertilizers and reductions in herbicides and fungicides. His focus on soil health and plant nutrition has boosted yields to 275-285 bushels per acre, surpassing county averages while lowering costs. In this episode, John and Jake discuss: Reducing nitrogen applications to 160 pounds per acre, with only 100 pounds soil-applied, using foliar urea for efficiency. Foliar applications of manganese, copper, and cobalt to improve plant health and delay senescence, increasing yields. How foliar sprays in the evening with larger droplets enhance nutrient absorption by keeping solutions liquid longer. Eliminating insecticides and cutting fungicide use to a half-rate single pass, aiming for total elimination. How adequate manganese, copper, and zinc levels in sap tests reduce disease pressure, minimizing fungicide needs. About John Kempf John Kempf is the founder of Advancing Eco Agriculture (AEA). A top expert in biological and regenerative farming, John founded AEA in 2006 to help fellow farmers by providing the education, tools, and strategies that will have a global effect on the food supply and those who grow it. Through intense study and the knowledge gleaned from many industry leaders, John is building a comprehensive systems-based approach to plant nutrition – a system solidly based on the sciences of plant physiology, mineral nutrition, and soil microbiology. Support For This Show & Helping You Grow Since 2006, AEA has been on a mission to help growers become more resilient, efficient, and profitable with regenerative agriculture. AEA works directly with growers to apply its unique line of liquid mineral crop nutrition products and biological inoculants. Informed by cutting-edge plant and soil data-gathering techniques, AEA's science-based programs empower farm operations to meet the crop quality markers that matter the most. AEA has created real and lasting change on millions of acres with its products and data-driven services by working hand-in-hand with growers to produce healthier soil, stronger crops, and higher profits. Beyond working on the ground with growers, AEA leads in regenerative agriculture media and education, producing and distributing the popular and highly-regarded Regenerative Agriculture Podcast, inspiring webinars, and other educational content that serve as go-to resources for growers worldwide. Learn more about AEA's regenerative programs and products: https://www.advancingecoag.com
A look at the performance landscape and outlook for preferred securities through 2H25, including a review of sector risks and opportunities. Featured is Frank Sileo, Senior Fixed Income Strategist Americas, UBS Chief Investment Office. Host: Daniel Cassidy
Wall Street closed lower as rising rates and weak bond demand pressured markets. Treasury yields rose after soft bond auction results, dragging equities down. Healthcare stocks declined, with Eli Lilly falling on disappointing weight-loss drug data. Tech also struggled, with Fortinet plunging over 20% after a weak refresh cycle. Meanwhile, Trump announced tariffs on imported chips and urged Intel’s CEO to resign, unsettling the semiconductor space. In commodities, oil fell on news of a planned Trump-Putin meeting, easing geopolitical tensions. Elsewhere, the Bank of England cut rates to 4% in response to cooling inflation. Back home, Aussie shares are tracking lower for the week, though QBE is expected to report higher profits despite yield headwinds. The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.See omnystudio.com/listener for privacy information.
Markets are in a positive mood, driven by corporate earnings that are exceeding expectations, and this is despite further 'tariff sabre-rattling' by President Donald Trump, who announced a potential 100% tariff on chips and semiconductors that are not manufactured in the US. Meanwhile, Switzerland has yet to successfully negotiate a reduction in the US tariff of 39%. Yields are slightly higher this morning, partly due to the underwhelming demand in yesterday's auction of new 10-year US Treasuries. For insights into the bank's investment strategy, we are joined by Nicolas Jordan from the CIO Investment Analysis team.(00:00) - Introduction: Helen Freer, Investment Writing (00:24) - Markets wrap-up: Roman Canziani, Head of Investment Writing (05:47) - Update from the CIO Office: Nicolas Jordan, CIO Investment Analysis (10:43) - Closing remarks: Helen Freer, Investment Writing Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.
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Scott Bauer believes the markets could grind higher as yields fall lower. In the energy markets, Scott examines OPEC+ headlines that have the group looking to ramp up production. He weighs in on the possibility of India facing higher tariffs or sanctions due to importing Russian oil. Then, Scott looks at the fragility of the U.S. Dollar (/DX) in the wake of the latest labor market data.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
Lisa Shalett, our Wealth Management CIO, and Andrew Sheets, our Head of Corporate Credit Research, conclude their discussion of American Exceptionalism, factoring in fixed income, in the second of a two-part episode.Read more insights from Morgan Stanley.----- Transcript -----Andrew Sheets: Welcome to Thoughts on the Market. I'm Andrew Sheets, Head of Corporate Credit Research at Morgan Stanley. Lisa Shalett: And I'm Lisa Shalett, Chief Investment Officer for Morgan Stanley Wealth Management. Andrew Sheets: Today – a today a concluding look at the theme of American exceptionalism and how it factors into fixed income. It's Thursday, July 31st at 4pm in London. Lisa Shalett: And it's 11am here in New York. So, Andrew, it's my turn to ask you some questions. And yesterday we talked a lot about equity markets, globalization, some of the broader macro shifts. But I wanted to zoom in on the credit markets today and one of our themes in the American Exceptionalism paper was the constraints of debts and deficits and how they play in. With U.S. debts level soaring and interest costs rising, how concerned should investors be? Andrew Sheets: So, you alluded to this a bit on our discussion yesterday that we are in a very interesting divide where you have inequality between very well-off companies and weaker companies that aren't doing as well. You have a lot of division within households between those who are, doing better and struggling more with the rate environment. But you know, I think we also see that the large deficits that the U.S. Federal government are running are in some ways largely mirrored by very, very good private sector financial positions. In aggregate U.S. households have record levels of assets relative to debt at the end of 2024; in aggregate the financial position of the U.S. equity market has never been better. And so, this is a dynamic where lending to the private sector, whether that is to parts of the residential mortgage market or to the corporate credit market, does have some advantages; where not just are you dealing with arguably a better trend of financial position, but you're just getting less issuance. I think there are a number of factors that could cause the market to cause the difference of yield between the government debt and that private sector debt – that so-called spread – to be narrower than it otherwise would be.Lisa Shalett: Well, that's a pretty interesting and provocative idea because, one of the hypotheses that we laid out in our paper is that perhaps one of the consequences of this extraordinary period of monetary stimulus of financial repression and ultra low rates, of massive regulation of the systemically important banking system, has been the explosion of shadow banks, and the private credit markets. Our thesis is they're a misallocation of capital. Has there been excess risk taking – in that area? And how should we think about that asset class, number one? And, number two, are they increasingly, a source of liquidity and issuance, or are they a drain on the system? Andrew Sheets: This is, kind of, where your discussion of normalization is is so interesting because in aggregate household balance sheets are in very good shape; in aggregate corporate balance sheets are in very good shape. But I do think there's a distinct tail of the market. Lets call it 5 percent of the high yield market, where you really are looking at a corporate capital structure that was designed for for a much lower level of rates. It was designed for maybe a immediately post COVID environment where rates were on the floor and expected to stay there for a long period of time. And so, if we are moving to an environment where Fed funds is at 3 or 4. Or as you mentioned – hey, maybe you could justify a rate even a little bit higher and not be wildly off. Well then, you just have the wrong capital structure. You have the wrong level of leverage; and it's actually hard to do much about that other than to restructure that debt, or look to change it in a larger way. So, I think we'll see a dynamic similar to the equity market – where there is less dispersion between the haves and have nots. Lisa Shalett: As we kind of think about where there could be pockets of opportunity in credit and in private credit, both public and private credit, and where there could be risks. Can you just help me with that and explore that a little bit more? Andrew Sheets: I think where credit looks most interesting is in some ways where it looks most boring. I think where the case for credit is strongest is – the investment grade market in the U.S. pays 5.25 percent. A 6 percent long run return might be competitive with certain investors' long-term equity market forecasts, or at least not a million miles off. I think though the other area where this is going to be interesting is – do we see significantly more capital intensity out of the tech sector? And a real divide between fixed income and equities is that tech has so far really been an equity story.Lisa Shalett: Correct. Andrew Sheets: But this data center build out is just enormous. I mean, through 2028, our analysts at Morgan Stanley think it's close to $3 trillion with a 't'. And so there's a lot of interest in how can credit markets, how can private credit markets fund some of this build out; and there are opportunities and risks around that. And you know, something that I think credit's going to play an interesting part of. Lisa Shalett: And in that vision do you see the blurring of lines or a more competitive market between public and private? Andrew Sheets: I do think there's always a little bit of a funny nature about credit where it's not always clear why a particular corporate loan would need to be traded every day, would need to be marked every day. I think it is a little bit different from the equity market in that way. And I think you're also seeing a level of sophistication from investors who now have the ability to traffic across these markets and move capital between these markets, depending on where they think they're being better compensated or where there's better opportunities. So, I think we're kind of absolutely seeing the blur of these lines. And again, I think private credit has until recently been somewhat synonymous with high-yield lending, riskier lending, lower rated lending. Lisa Shalett: Correct. Yeah. Andrew Sheets: And, yet, the lending that we're seeing to some of this tech infrastructure is, you could argue, maybe more similar to Investment Grade lending – both in terms of risk, but also it pays a lot less. And so again, this is kind of an interesting transition where you're seeing a broader scope and absolutely, I think, more blurring of the line between these markets. Lisa Shalett: So, let's just switch gears a little bit and pull out from credit to the broader diversified cross-asset portfolio. And some of those cross-asset correlations are starting to break down; and we go through these periods where stocks and bonds are more often than not positively correlated in moving together. How are you beginning to think about duration risk in this environment? And have you made any adjustments to how you think about portfolio construction in light of these potentially shifting changes in correlations across assets?Andrew Sheets: I think there are kind of maybe two large takeaways I would take from this. First is I do think the big asset where we've seen the biggest change is in the U.S. dollar. The U.S. dollar, I think, for a lot of the period we've been discussing on these two episodes, was kind of the best of both worlds. And recently that's just really broken down. And so, I think, when we think about the reallocation to the rest of the world, the focus on diversification, I think this is absolutely something that is top of mind among non-U.S. investors that we're talking to, which is almost the U.S. equity piece is kind of a separate conversation.The other piece though, is some of this debate around yields and equities – and do equities fear higher rates or lower rates? Which one of those is the biggest problem? And there's a question of magnitude that's a little interesting here. Rates going higher might be a little bit more of a problem for the S&P 500 than rates going lower. That rates going higher might be more consistent with the scenario of temporary higher inflation. Maybe rates go lower [be]cause the market gets more excited about Federal Reserve cuts.But I think in terms of scenarios where – like where is the equity market really going to have a problem? Well, it's really going to have a problem if there's a recession. So, even though I think bonds have been less effective diversifiers, I really do think they're still going to serve a very healthy, helpful purpose around some of those potentially kind of bigger dynamics. Lisa Shalett: Yeah that very much jives with the way we've been thinking about it, particularly within the context of managing private wealth, where very often we're confronted with the, the question: What about 60-40? Is 60-40 dead? Is 60-40 back? Like, you talk about not wanting to hedge, I don't want to hedge either. But the answer to the question we agree is somewhat nuanced. Right?We do agree that this perfect world of negative correlations between stocks and bonds that we enjoyed for a good portion of the last 15 years probably is over. But that doesn't mean that bonds, and most specifically that 5 - 10 year part of the curve, doesn't have a really important role to play in portfolios. And the reason I say that is that one of the other elements of this conversation that we haven't really touched on is valuation and expected returns.I know that when I speak of the valuation-oriented topics and the CAPE ratio when expected 10-year returns, everyone's eyes glaze over and roll to the back of their head and they say, ‘Oh, here she goes again.' But look, I am in the camp that says an awful lot of growth has already been discounted and already been priced. And that it is much more likely that U.S. equities will return something closer to long run averages. So that's not awful. The lower volatility of a fixed income asset that's returning 6s and 7s has a definite role to play in portfolios for wealth clients who are by and large long term oriented investors who are not necessarily attempting to exploit 90-day volatility every quarter. Andrew Sheets: Without putting too fine of a point on it, I think when that question of is 60-40 over is phrased, I kind of think the subtext is often that it's the bond side, the 40 side that has a problem. And not to be the Fixed Income Defender on this podcast, but you could probably more easily argue that if we're talking about, well, which valuation is more stretched, the equity side or the bond side? I think it's the equity side that has a more stretched valuation.Lisa Shalett: Without a doubt, without a doubt. Andrew Sheets: Well, Lisa, thanks again for taking the time to talk. Lisa Shalett: Absolutely great to speak with you, Andrew, as always. Andrew Sheets: And thanks again for listening to this two-part conversation on American exceptionalism, the changes coming to that and how investors should position. And to our listeners, a reminder to take a moment to please review us wherever you listen. It helps more people find the show. And if you found this conversation insightful, tell a friend or colleague about Thoughts on the Market today.*****Lisa Shalett is a member of Morgan Stanley's Wealth Management Division and is not a member of Morgan Stanley's Research Department. Unless otherwise indicated, her views are her own and may differ from the views of the Morgan Stanley Research Department and from the views of others within Morgan Stanley.
SUBSCRIBE to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe Dan Nathan, Guy Adami & special guest Katie Stockton break down the top market headlines and bring you stock market trade ideas for Wednesday, July 30th Checkout Fairlead: https://www.fairleadstrategies.com/ Checkout Fairlead Funds: https://www.fairleadfunds.com/ --Learn more about FactSet: https://www.factset.com/lp/mrkt-callMRKT Call is brought to you by our presenting sponsors CME Group, FactSet, SoFi & MoneyLionSign up for our emailsFollow us on Twitter @MRKTCallFollow @GuyAdami on TwitterFollow @CarterBWorth on TwitterFollow us on Instagram @RiskReversalMediaLike us on Facebook @RiskReversalWatch all of our videos on YouTube Learn more about your ad choices. Visit megaphone.fm/adchoices
This episode was recorded at the 2025 Western Dairy Management Conference in Reno, Nevada.Dr. Lock begins with an overview of his presentation, discussing nutrition and genomics impacts on the speed of progress in milk fat production. He also talks about historic differences in milk fat production in Europe compared to the US. With the reduction in generation interval that genomics provides, a more complete understanding of rumen and mammary metabolism will continue to be imperative. How do we supply the nutrients she needs to meet her genetic potential? (3:34)Can we feed too much 16:0? The panel discusses how palmitic and other fatty acids are incorporated into milk fat. They emphasize that no matter what, milk fat will remain a liquid at body temperature, so that does provide some limitations. Processors can alter their protocols to account for increased palmitic acid in milk fat and for increased milk fat in milk overall. (8:35)There is a gene called DGAT that can explain about 50% of the variation in milk fat content. Dr. Lock discusses some research looking at more vs less favorable DGAT profiles and how feeding palmitic acid interacted with those profiles in milk fat production. (13:04)The panel discusses whether there is a physiological limit for how much milk fat a cow can produce. Traditionally, when milk yield increased, fat yield decreased, but that is not the current case. We are learning more all the time about altering rations and using new oilseed ingredients like whole cottonseed and high-oleic soybeans. Dr. De Souza emphasizes that understanding de novo fatty acid synthesis is really important to keep pace with genomic progress. (16:08)Amino acid supplementation has recently been linked with milk fat production, with the assumed mechanism of action being increased mammary gland enzyme synthesis and activity. Dr. Lock describes a study assessing amino acid-fatty acid interactions in fresh cows. The amino acid (metabolizable protein) effect was greater for fat yield than feeding fatty acids, which was interesting. But perhaps more exciting was the effects were additive. Feeding both high metabolizable protein and 2% palmitic:oleic acid blend resulted in 9.5 kg more energy-corrected milk and a carryover effect after supplementation ceased. (22:41)Dr. Lock summarizes some of his group's work on using oilseeds in dairy diets.(28:24)Dr. De Souza and Dr. Lock give some perspective on just how much we have learned about milk components over the last several years. (34:38)Panelists share their take-home thoughts, including practical advice on increasing milk fat production and what's on the horizon for fatty acid nutrition research. (37:15)Please subscribe and share with your industry friends to invite more people to join us at the Real Science Exchange virtual pub table. If you want one of our Real Science Exchange t-shirts, screenshot your rating, review, or subscription, and email a picture to anh.marketing@balchem.com. Include your size and mailing address, and we'll mail you a shirt.
Next in Media spoke with Marketecture CEO Ari Paparo, author of the new book "Yield: How Google Bought, Built, and Bullied Its Way to Advertising Dominance" about how Google was able to build a monopoly on programmatic ads, despite so many people in the ad industry shouting about it for years - and whether we can stop the next one.
What can AI do for your stocks? Here's what the new Sidekick LLM in Trendspider can do, plus I'm using the new Perplexity Browser - COMET. And is $YMAX worth a 60% weekly dividend payout? Here are the links to all the sales: SAVE ON TRENDSPIDER - GET THE ANNUAL SUBSCRIPTION TO GET MY 4 HOUR ALGORITHM
Habitat Podcast #341 - In today's episode of The Habitat Podcast, we are back in the studio with Co-Host Andy Hutchens talking to Angelo Giannoni. We discuss: Kevin Gross farms in Central Michigan, focusing on habitat management and cover crops He transitioned from dairy farming to cash cropping with his uncles Kevin emphasizes the importance of soil health and no-till farming practices He uses diverse cover crop mixes, including sunflowers and radishes, to improve soil Yields have stabilized on sandy ground, achieving 191 bushels of corn in some areas Kevin's crop rotation includes alfalfa, oats, wheat, beans, and corn with cover crops He incorporates mobile hunting strategies to adapt to changing deer patterns Observing deer behavior while farming helps him identify effective hunting spots Kevin is excited about the return of pheasants in his area due to improved habitat He plans to host a field day to educate local farmers about cover cropping benefits And So Much More! Shop the new Amendment Collection from Vitalize Seed here: https://vitalizeseed.com/collections/new-natural-amendments PATREON - Patreon - Habitat Podcast Brand new HP Patreon for those who want to support the Habitat Podcast. Good luck this Fall and if you have a question yourself, just email us @ info@habitatpodcast.com -------------------------------------------------------------------------- Patreon - Habitat Podcast Latitude Outdoors - Saddle Hunting: https://bit.ly/hplatitude Stealth Strips - Stealth Outdoors: Use code Habitat10 at checkout https://bit.ly/stealthstripsHP Midwest Lifestyle Properties - https://bit.ly/3OeFhrm Vitalize Seed Food Plot Seed - https://bit.ly/vitalizeseed Down Burst Seeders - https://bit.ly/downburstseeders 10% code: HP10 Morse Nursery - http://bit.ly/MorseTrees 10% off w/code: HABITAT10 Packer Maxx - http://bit.ly/PACKERMAXX $25 off with code: HPC25 First Lite --> https://bit.ly/3EDbG6P LAND PLAN Property Consultations – HP Land Plans: LAND PLANS Leave us a review for a FREE DECAL - https://apple.co/2uhoqOO Morse Nursery Tree Dealer Pricing – info@habitatpodcast.com Habitat Podcast YOUTUBE - https://www.youtube.com/channel/UCmAUuvU9t25FOSstoFiaNdg Email us: info@habitatpodcast.com habitat management / deer habitat / food plots / hinge cut / food plot Learn more about your ad choices. Visit megaphone.fm/adchoices
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Jamie Dimon, CEO of JP Morgan, had some very harsh words and a pointed warning. He said the world was at high risk from tariffs. And while the activities of "his" bank largely agree with the high degree of risk, it's the complete opposite from what Dimon said publicly. This is not the first time this has happened, either. When the risks are greatest, JPM's CEO says one thing while JPM itself does the opposite. Eurodollar University's Money & Macro Analysis*****If you are in any way interested in precious metals, you need to see what today's video sponsor, Monetary Metals, is doing with them at the link below: http://www.monetary-metals.com/Snider/*****JP Morgan letter to shareholders April 2024https://www.jpmorganchase.com/content/dam/jpmc/jpmorgan-chase-and-co/investor-relations/documents/ceo-letter-to-shareholders-2023.pdfJP Morgan second quarter 2024 press statementhttps://www.jpmorganchase.com/content/dam/jpmc/jpmorgan-chase-and-co/investor-relations/documents/quarterly-earnings/2024/2nd-quarter/36a0b862-cc80-4e28-bf1b-5cfa07dc9637.pdfBloomberg JPMorgan's Dimon Warns Markets Are Complacent on Tariffshttps://www.bloomberg.com/news/articles/2025-07-10/dimon-says-an-eu-us-tariff-framework-needs-to-get-doneBloomberg Dimon Says Prepare for 4% Yields, Potential Volatility Risehttps://www.bloomberg.com/news/articles/2018-05-08/dimon-says-prepare-for-4-yields-sees-potential-volatility-riseCNBC Jamie Dimon cautions the 10-year Treasury yield could hit 5%: ‘It's a higher probability than most people think'https://www.cnbc.com/2018/08/06/jp-morgans-jamie-dimon-cautions-10-year-treasury-note-rate-to-hit-5-percent.htmlBloomberg Weakest U.S. Bond Auction in Decade Validates Dimon's Warninghttps://www.bloomberg.com/news/articles/2019-05-08/low-yield-bad-seasonals-and-trade-trip-up-u-s-10-year-auctionhttps://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU