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We cover a range of sector-related topics, spanning concerns over subprime consumer credit and private credit, a preview of the upcoming Q3 earnings season for financials, sector positioning, and YTD performance across sub-sectors. Featured is Jeff Harwood, CIO Financials Analyst Americas, UBS Chief Investment Office. Host: Daniel Cassidy
The big things you need to know:First, across all industries and regions, our analysts are constructive on performance over the next 6-12 months.Second, at the global sector level our analysts have the most positive performance outlooks for REITs, Materials and Financials.Third, our analysts were slightly less optimistic on forward performance for Europe/UK than other regions.Fourth, our analysts generally had mixed views of the policy backdrop.Fifth, when we look at some of our macro indicators, Canada has been the bright spot in terms of performance YTD and over the past month.
Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links-Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.0:00 Farm Bankruptcies2:14 Bessent, Trade Talks, Farm Bailout5:16 "Debasement Trade"8:39 Brazil Update9:47 Shutdown, Rollins Interview
Derek Moore is joined by Mike Syder this week to talk about market performance during government shutdowns, gold's historic YTD performance, and looking at how much turnover there is within the top 10 companies in the S&P 500 index. Plus, is ChatGPT causing a divergence in job growth since its release? Later, we discuss the increasing talk about whether we are in a bubble. Is the stock market in a Bubble? Gold's YTD performance is in record territory ChatGPT as a jobs killer Government shutdowns and market performance Typical length of government shutdowns Full vs partial shut downs 14th strongest September S&P 500 Index return since 1950 so now what? Who will replace EA Sports in the S&P 500 Index? New companies join the S&P 500 Index including RobinHood and AppLovin Mentioned in this Episode Derek Moore's book Broken Pie Chart https://amzn.to/3S8ADNT Jay Pestrichelli's book Buy and Hedge https://amzn.to/3jQYgMt Derek's book on public speaking Effortless Public Speaking https://amzn.to/3hL1Mag Contact Derek derek.moore@zegainvestments.com
It's said that we overestimate what we can do in a day and underestimate what we can do in a year. In this solo episode, I walk you through a grounded Q4 reset: how to debrief the year so far, choose your “big rock” for the quarter, align it with your Human Design, and set up simple systems so your business fuels your life (not the other way around). Even if you're resistant to planning in your business, you'll find juicy tidbits like:A quick Year-to-Date/Q3 debrief process that actually keeps you on track.The two lenses to review: tangible metrics and intangible feelsQuestions to audit your revenue, offers, and delivery modelsHow Human Design (type, authority, profile, circuitry) should shape deliveryWhy “every offer needs a message” and how to stop creating content to nowhereThe Big Rocks planning method for Q4 (and what my rocks are)Building soft practices + nervous system support into your planSystems check: do your current ops/funnels hold the goal you're setting?Setting a simple revenue target (and pressure-free ways to use it)Why Q4 can (and should) be your strongest quarterHighlights & PromptsStart with numbers: What did you bring in (Q3 or YTD)? Which offers drove it? How were those offers delivered—and did you love that delivery?Design-aligned delivery: Group vs. 1:1 isn't a “should”—it's Human Design circuitry. Where did you force formats that don't suit your design?Message before more: Map offers → messaging → content. Stop over-educating and start creating self-identifying content that leads somewhere.Pick one Big Rock for Q4: Launch, fill X 1:1 spots, list growth, or a revenue milestone—then let every weekly task point at it.Support yourself: What boundaries, rest, nature time, childcare, or meal help will keep you resourced for the quarter? Schedule it now.Systems reality check: Do your site, funnels, email, and tracking support the result you want? If not, pause to shore them up.Black Friday teaser: Traffic is highest in Q4; next week I'll share practical Black Friday ideas you can actually build into your plan, should you wish.SURPRISE!! Want to do this in real time with me? I'm offering a live session inside the D2P community that I'd love to invite you to join us for.It's just $27 and will take you from throwing spaghetti at the wall, hoping it sticks, to planning your profitable Q4 - that won't break your life!Register here - https://vickiedickson.thrivecart.com/make-q4-profitable---live-session/Resources & LinksDesign to Profit The community that offers strategy + support that meets your Human Design so you can build a sustainable business without breaking your life. https://www.vickiedickson.com/designed-to-profitConnect on Instagram: @vickie.dicksonFollow Unjaded when you're ready to build your business in alignment with your Human Design and REAL business strategies that work.
Rideshare Rodeo Podcast THE LAST MiLE w/Gig Geezer (https://www.youtube.com/@giggeezer) Curri NEW Promotional Content Curri Ai Assist and Ai Counter Bidding is HERE and AWESOME Food Delivery DEAD, Catering Good, B2B THE PLACE TO BE Earnings Call for YTD 2025 (Geezer Vehicle Fleet) Q and A with live chat Rideshare Rodeo Brand & Podcast: Rideshare Rodeo Podcast
Don and Tom tackle Americans' retirement fears, highlighting a survey where one in five say it would take “a miracle” to retire securely. They stress the importance of planning over wishful thinking, cover the risks of recency bias, taxes, and underestimating longevity, and explain why flexibility—delaying Social Security, working part-time, downsizing, or even using a reverse mortgage—may be essential. Listener questions include a 30%+ ETF return (AVDV), the new rules allowing 529 rollovers to Roth IRAs, and a deep dive into Facet Wealth versus Northwestern Mutual, with a reminder about low-cost index investing and the value of fiduciary advice. 0:04 How confident Americans are about retirement security 1:37 “It would take a miracle” vs. “You need a plan” 2:37 The value of professional reviews and planning tools 3:52 No perfect time to retire, recency bias, and government as your “partner” 5:08 Retirement timing compared to parenthood decisions 6:06 The limits of Social Security and lifestyle realities 7:18 Adapting by working longer, delaying Social Security, or reducing expenses 8:25 Cutting wants, working part-time, or considering home equity solutions 9:23 Reverse mortgages and staged retirement strategies 10:03 Purpose, social life, and health in retirement 11:25 Listener question: international ETF with a 30%+ return (AVDV up 38% YTD) 13:02 Why diversification matters for capturing those “30 percenters” 13:22 Listener question: 529 rollovers to Roth IRAs and beneficiary changes 16:21 Listener case study: RN nearing retirement, Facet vs. Northwestern Mutual 18:07 Facet's flat annual fee structure compared to traditional AUM fees 20:54 The pitfalls of Northwestern Mutual's high fees and insurance roots 23:34 When to hire a fiduciary and why $1.5M+ means it's time 25:30 Advisor costs vs. DIY investing, plus an extended “haircut analogy” 27:13 Shout-out to AI-generated Talking Real Money show art Learn more about your ad choices. Visit megaphone.fm/adchoices
The ASX200 slipped only a few points, staying near flat after a 1.4 % September loss and an 8 % YTD gain. Drivers were the first US government shutdown in seven years and mixed sector moves – utilities and industrials led, while consumer discretionary lagged. DroneShield exploded 600 % YTD, while lithium miners fell. Look ahead to US payroll data, the RBA stability report and Chinese holidays. 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.
In questo episodio:L'MSCI World chiude settembre in rialzo del +35% dai minimi di aprile, trainato dal boom AI che ha spinto colossi come Intel, Nvidia, Micron e Alibaba. I “Magnificent 7” pesano ormai oltre il 40% dell'S&P 500, ma dietro la calma degli indici si nasconde una volatilità record sui singoli titoli.La Fed resta al centro: dopo segnali accomodanti, il mercato valuta se i due tagli ai tassi previsti entro fine anno arriveranno davvero. Intanto, mutui e settori ciclici mostrano segnali di risveglio.L'oro brilla (+43% YTD, +130% in tre anni) spinto da banche centrali e investitori retail, mentre il rame vola dopo l'incidente in Indonesia, confermandosi metallo chiave della transizione energetica.L'economia USA appare ancora solida grazie agli investimenti in AI e ai consumi del top 10% della popolazione, ma le disuguaglianze si ampliano.Per saperne di più ascolta il nuovo numero della rubrica podcast a cura di Alberto Tocchio, Head of Global Equity and Thematics.
The energy sector is leaving investors unimpressed. YTD the American Energy Independence Index (AEITR) is +5% and seems to be marking time. The S&P500, increasingly dominated by tech and AI exposure, is +13%. Long-time clients, having enjoyed several strong years, hope the better days will soon return. More recent investors demand to know what's gone […]
UK Property Market Weekly Update - Week 37, 2025 Welcome to the 37th UK Property Market Stats Show of 2025, your weekly YouTube ‘TV programme' on the UK housing market. This week, I'm joined by Toby Phillips, boss man of Martin & Co, CJ Hole & some other franchise brands of TPFG as we unpack the key headlines from Week 37 (ending Sunday 21st September 2025). ▶️ Watch on YouTube: https://youtu.be/nIMgRKVgnYM
In this episode of the Weekly Livestock Market Update, Kellan Heavican and Kenny Burdine discuss the recent trends in the cattle and hog markets, including price fluctuations, slaughter rates, and the impact of interest rates on the livestock industry. They analyze the factors influencing the beef and pork supply dynamics and provide insights into risk management strategies for producers.Market highlights-The 5-market average fed steer price was down a little over $5 this week at $232.48 per cwt.-October live cattle futures were down $1.77 on the week, closing today at $231.80 per cwt.-Today's Choice boxed beef price was reported price was $371.43, which is down by about $18 per cwt from last week, but running over $70 per cwt higher than last year.-October feeder cattle futures gained almost $3 from last Friday, closing today at $357.05.-The national base hog carcass price was essentially unchanged on the week at $99.97 per cwt.-Pork cutout values were $2.31 higher this week at $114.58 per cwt.-October lean hog futures were up a little over a dollar, closing today at $101.15 per cwt. Weekly Slaughter-Cattle slaughter for the week was projected at 555,000 head, which is up about 1% from last week.-Hog slaughter was 1% lower this week, estimated at 2.54 million head. September Hogs and Pigs-Inventory of all hogs and pigs came in lower than expected, estimated down 1.3% from last year.-September 1 breeding inventory was estimated down by 1.8% and market inventory was estimated to be down by 1.3% Cold Storage-At the end of August, frozen beef supplies were down 1% from the end of July but up 2% from 2024.-Frozen pork supplies were tighter, down 3% from July and down 13% from 2024.-Chicken stocks were down 2% from last month but were actually 4% higher than last year. Livestock Slaughter-Cattle slaughter for the month of August was estimated at 2.29 million head, which was down almost 14% from August of 2024 (one less weekday in 2025).-For January through August, cattle slaughter is down 6.9% year-over-year.-Steer slaughter was down 5.1% through August, while heifer slaughter was down 5.9%-Cow slaughter was down 12.7% YTD through August. Beef cow slaughter is down 18.4% YTD and dairy cow slaughter was down about 6.8%.-Calf and veal slaughter continues to run very low.-Hog slaughter was down 7.1% month-over-month from last year (one less weekday in 2025)-Through the first 8 months of the year, hog slaughter is down 2.4% from 2024.Learn more about what's happening in the agriculture markets here: https://brownfieldagnews.com/markets/Find more agriculture news here: https://brownfieldagnews.com/Connect with Brownfield Ag News:» Get the latest ag news: https://www.brownfieldagnews.com/» Subscribe to Brownfield on YouTube: @BrownfieldAgNews » Follow Brownfield on X (Twitter): https://x.com/brownfield» Follow Brownfield on Facebook: https://www.facebook.com/BrownfieldAgNewsSubscribe and listen to Brownfield Ag News:➡︎ Apple: https://podcasts.apple.com/dz/podcast/brownfield-ag-news/id1436508505➡︎ Spotify: https://open.spotify.com/show/4qoIHY9EYUV9sf5DXhBKHN?si=a4483aaa1afd445eBrownfield Ag News creates and delivers original content across multiple media platforms. Brownfield is the largest and one of the oldest agricultural news networks in the country carrying agricultural news, markets, weather, commentary and feature content.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
HUGE Trendspider sale - Don't miss out on learning with 52 training sessions with a product expert! ONCE A WEEK FOR A YEAR!! Here are the links to all the sales: TRENDSPIDER - The best charting software EVER - just over $50/month with my link
Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links-Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.0:00 Trump/Xi Call1:59 Tariff Revenue for Farmer Bailout3:41 H-1B Visa Plan6:42 2026 Acres8:20 China Soy Imports9:59 The Funds10:47 Flash Sale11:11 Cattle on Feed
WABC Radio NYC! Sept 20th @JackBouroudjian & @petenajarian join @LarryKudlowShow to break down the BOOMING economy: Retail sales soar +0.7% in Aug, biz equipment up 9.8% YTD, 100% expensing back, & Fed cuts loom. Bitcoin's surging too! Don't miss it! #EconomyRoars
UK Property Market Weekly Update - Week 36, 2025 Welcome to the 36th UK Property Market Stats Show of 2025, your weekly YouTube ‘TV programme' on the UK housing market. This week, I'm joined by Rob Smith, boss man of Hunters, Whitegates & Northwood as we unpack the key headlines from Week 36 (ending Sunday 14th September 2025). ▶️ Watch on YouTube: https://youtu.be/NIZb3BcVDgk
Gold just traded above $3,600 for the first time ever, and silver is surging past $41! In this short Shift Gold Friday Market Wrap, Peter Schiff breaks down the incredible gains this week: - Gold up 37% YTD, silver up 41% - Gold mining stocks doubled – GDX +100% YTD - Why the dollar is collapsing and precious metals are soaring - Why buying now is crucial before the next gap up Peter highlights the key catalysts behind this leg of the bull market and why the fourth quarter could be the strongest yet. Don't wait for Monday – the highs keep moving, and dollars keep losing value.
UK PROPERTY MARKET WEEKLY UPDATE - Week 35, 2025 Welcome to the 35th UK Property Market Stats Show of 2025 - your go-to weekly YouTube ‘TV Programme' on the UK property market. This week, I'm joined by Kristian Stott, as we unpack the key headlines from the 35th week of 2025, ending Sunday, 7th September 2025 ▶️ Watch on YouTube: https://youtu.be/w6ZBALu68EQ
Today on the show, Tom sits down with Ben and Amy Wright — Nashville-based contractors who went from touring musicians making $40K a year to running a thriving construction company doing over $655,000 YTD.They talk about:The shift from “broke band mindset” to building real wealthHow The Contractor Fight helped them kill bad money habitsWhat it takes to run a business and a marriage without burning outWhy keeping your “pack light” matters if you want to growThe role of faith, mindset, and community in scaling a contracting businessThis is a raw, behind-the-scenes look at what it means to fight for your future as a contractor and a couple.
00:01:09 – Nepal's Gen Z Revolution Nepal erupts after a government ban on 26 social media platforms. Gen Z leads protests against censorship and corruption, storming parliament and burning the building. 00:03:33 – Ministry of Information Tyranny The Marxist-led Ministry of Information ordered the bans, sparking a nationwide uprising. Police killed 22 protesters and wounded 300, but the prime minister and home minister were forced to resign. 00:07:20 – Internet Revolt vs. Color Revolution Unlike CIA-backed “color revolutions,” Nepal's revolt is leaderless and grassroots. Protesters used TikTok and Reddit to bypass internet blackouts, proving decentralized resistance can work. 00:12:47 – Martial Law Conditioning Commentary ties Trump's crime crackdowns to martial law conditioning. Troop deployments in U.S. cities are framed as “emergencies” to normalize military presence in civilian life. 00:19:11 – UK Frees London Bomber A UK judge frees 7/7 London bombing mastermind Rashid Aswat while mothers are jailed for social media posts. Critics call it proof Britain abandoned real justice. 00:24:22 – Gold Surges, Dollar Crashes Gold soars nearly 40% YTD, hitting $3,700. Analysts warn Trump's chaotic tariffs, Fed intimidation, and abolition of cash will drive gold even higher as the dollar collapses. 01:20:15 – Tim Kaine Denies God-Given Rights Sen. Tim Kaine claims rights come from government, not God. Trump seizes the moment to pose as a faith defender, despite his Epstein baggage. 01:23:19 – Government Is the Rights Violator Commentary stresses that government is the greatest destroyer of rights, not their source—highlighting the hypocrisy of politicians who swear oaths but ignore them. 01:28:29 – Democrat Faith “Rebrand” Texas Democrat James Talarico, a former seminarian, is pushed as a faith-based alternative to Republicans, but critics say it's Christian grifting to sanitize a party of “gender gaslighting” and radicalism. 01:30:53 – Nick Fuentes as False Prophet Nick Fuentes is blasted as a corrosive influencer who preys on disaffected young men, offering resentment and trolling instead of Christ-centered purpose. 02:22:33 – Leftist Reality as Mental Disorder Dr. Richard Craydon argues the left lives in a “separate reality” of moral relativism, fueling cultural conflict. 02:27:41 – Gen Z Depression Crisis Nearly half of Gen Z reports depression, blamed on tech addiction, loss of faith, and cultural nihilism. 02:45:52 – Medical Profession's COVID Betrayal Ventilator abuse, censorship of natural immunity, and mRNA mandates are condemned as medical corruption serving the state. Follow the show on Kick and watch live every weekday 9:00am EST – 12:00pm EST https://kick.com/davidknightshow Money should have intrinsic value AND transactional privacy: Go to https://davidknight.gold/ for great deals on physical gold/silverFor 10% off Gerald Celente's prescient Trends Journal, go to https://trendsjournal.com/ and enter the code KNIGHTFind out more about the show and where you can watch it at TheDavidKnightShow.com If you would like to support the show and our family please consider subscribing monthly here: SubscribeStar https://www.subscribestar.com/the-david-knight-showOr you can send a donation throughMail: David Knight POB 994 Kodak, TN 37764Zelle: @DavidKnightShow@protonmail.comCash App at: $davidknightshowBTC to: bc1qkuec29hkuye4xse9unh7nptvu3y9qmv24vanh7Become a supporter of this podcast: https://www.spreaker.com/podcast/the-real-david-knight-show--5282736/support.
Het was een rustige week qua nieuws, het staartje van de komkommertijd. Helaas gebeuren er op andere vlakken wel veel vreselijke dingen. De mannen luchten hun hart. Daarna door naar vragen van de luisteraars en het crypto nieuws van deze week. Daar bespreken we onder andere de IPO van Gemini, een grote crypto hack en nieuwe slechte wetgeving rondom belasting. We sluiten natuurlijk af met de marktupdate.Probeer Bitcoin Alpha 2 weken gratis!Satoshi Radio wordt mede mogelijk gemaakt door: Amdax, Watson Law, HVK Stevens en onze hoofdsponsor Bitvavo.Timestamps(00:00:00) Welkom en Podcast Introductie(00:30:00) De product market fit van Bitcoin(00:40:30) Bookmark van Bert: Nieuwe wet cryptobelasting kost veel geld en is nauwelijks bruikbaar(00:58:00) Bookmark van Bart: NPM Hack(01:03:00) Bookmark van Bart: Nieuws vanaf Wall Street(01:08:00) Bookmark van Peter: Adoptie van cryptovaluta? India de nummer 1(01:12:00) Bookmark van Bert: SkyEcosystem enables zero slippage for $1B swaps(01:25:00) Marktupdate(02:08:41) EindeBookmarksBert:Nieuwe wet cryptobelasting kost veel geld en is nauwelijks bruikbaarSkyEcosystem enables zero slippage for $1B swapsBart:Npm-packages met 2 miljard wekelijkse downloads zijn met malware geïnfecteerdToday Nakamoto announced a commitment to invest $30M in Metaplanet_JP.Metaplanet haalt $1,4 miljard op om bitcoin te kopenI just got a reply from worldlibertyfi. TLDR is, they stole my money, and because it's the POTUS family, I can't do anything about it.WORLD LIBERTY BLACKLISTS JUSTIN SUN'S ADDRESSReactie SunRobinhood Set to Join S&P 500 as Bitcoin Giant Strategy Misses OutGemini Valuation Could Top $3 Billion as Crypto Exchange Raises IPO Share PriceBinance Teams With $1.6 Trillion Asset Manager Franklin Templeton for Crypto Product PushStrategy has acquired 1,955 BTC for ~$217.4 million at ~$111,196 per bitcoin and has achieved BTC Yield of 25.8% YTD 2025.Peter:Adoptie van cryptovaluta? India de nummer 1
NIO stock dropped 9% today after announcing a $1 billion share offering at an 11% discount - but is this the price of the phoenix's rise or a warning sign? Despite the dilution pain, NIO is still up 16.5% this month and 25.71% YTD.In this episode, we dive deep into why NIO needed this capital raise, how it connects to their strategic transformation we covered yesterday, and what this means for long-term investors. We'll also explore how this fits into the broader EV industry's "last mile" funding phase, with companies like Volkswagen investing €1 billion in AI development.
00:01:09 – Nepal's Gen Z Revolution Nepal erupts after a government ban on 26 social media platforms. Gen Z leads protests against censorship and corruption, storming parliament and burning the building. 00:03:33 – Ministry of Information Tyranny The Marxist-led Ministry of Information ordered the bans, sparking a nationwide uprising. Police killed 22 protesters and wounded 300, but the prime minister and home minister were forced to resign. 00:07:20 – Internet Revolt vs. Color Revolution Unlike CIA-backed “color revolutions,” Nepal's revolt is leaderless and grassroots. Protesters used TikTok and Reddit to bypass internet blackouts, proving decentralized resistance can work. 00:12:47 – Martial Law Conditioning Commentary ties Trump's crime crackdowns to martial law conditioning. Troop deployments in U.S. cities are framed as “emergencies” to normalize military presence in civilian life. 00:19:11 – UK Frees London Bomber A UK judge frees 7/7 London bombing mastermind Rashid Aswat while mothers are jailed for social media posts. Critics call it proof Britain abandoned real justice. 00:24:22 – Gold Surges, Dollar Crashes Gold soars nearly 40% YTD, hitting $3,700. Analysts warn Trump's chaotic tariffs, Fed intimidation, and abolition of cash will drive gold even higher as the dollar collapses. 01:20:15 – Tim Kaine Denies God-Given Rights Sen. Tim Kaine claims rights come from government, not God. Trump seizes the moment to pose as a faith defender, despite his Epstein baggage. 01:23:19 – Government Is the Rights Violator Commentary stresses that government is the greatest destroyer of rights, not their source—highlighting the hypocrisy of politicians who swear oaths but ignore them. 01:28:29 – Democrat Faith “Rebrand” Texas Democrat James Talarico, a former seminarian, is pushed as a faith-based alternative to Republicans, but critics say it's Christian grifting to sanitize a party of “gender gaslighting” and radicalism. 01:30:53 – Nick Fuentes as False Prophet Nick Fuentes is blasted as a corrosive influencer who preys on disaffected young men, offering resentment and trolling instead of Christ-centered purpose. 02:22:33 – Leftist Reality as Mental Disorder Dr. Richard Craydon argues the left lives in a “separate reality” of moral relativism, fueling cultural conflict. 02:27:41 – Gen Z Depression Crisis Nearly half of Gen Z reports depression, blamed on tech addiction, loss of faith, and cultural nihilism. 02:45:52 – Medical Profession's COVID Betrayal Ventilator abuse, censorship of natural immunity, and mRNA mandates are condemned as medical corruption serving the state. Follow the show on Kick and watch live every weekday 9:00am EST – 12:00pm EST https://kick.com/davidknightshow Money should have intrinsic value AND transactional privacy: Go to https://davidknight.gold/ for great deals on physical gold/silverFor 10% off Gerald Celente's prescient Trends Journal, go to https://trendsjournal.com/ and enter the code KNIGHTFind out more about the show and where you can watch it at TheDavidKnightShow.com If you would like to support the show and our family please consider subscribing monthly here: SubscribeStar https://www.subscribestar.com/the-david-knight-showOr you can send a donation throughMail: David Knight POB 994 Kodak, TN 37764Zelle: @DavidKnightShow@protonmail.comCash App at: $davidknightshowBTC to: bc1qkuec29hkuye4xse9unh7nptvu3y9qmv24vanh7Become a supporter of this podcast: https://www.spreaker.com/podcast/the-david-knight-show--2653468/support.
OceanaGold is a mid-tier gold–copper producer with four operating centers, a strong balance sheet, and a clear growth path. The company is generating record cash flow at current gold prices while reinvesting in expansion, advancing exploration, and returning capital to shareholders. Brian Martin, Senior Vice President of Business Development & Investor Relations joins us to provide a high level overview of the company. Key Discussion Highlights Operational Overview: Four producing assets - Haile (USA), Macraes & Waihi (New Zealand), and Didipio (Philippines) - delivering 450k–520k oz gold in 2025, with production set to rise toward 600k oz next year. Haile Growth Engine: Largest contributor (≈40% of production). Grade-driven expansion with Horseshoe Underground in place and new underground targets advancing. New Zealand Upside: Macraes reserve extensions underway; Waihi hosts a higher-grade resource with potential to scale annual output to 200–250 koz. Didipio Advantage: Lowest-cost operation with significant copper credits, providing strong margins and diversification. Financial Momentum: Record revenue and net income in Q2 2025. Capital allocation balances growth investment, record exploration budgets, dividends, and a US$100M buyback (≈US$70M deployed YTD). Exploration Focus: High-grade drilling success NZ, plus underground targets at Haile, regional drilling at Didipio, and reserve extension work at Macraes. Valuation & Listings: Management sees OGC trading at a discount to peers such as Alamos, Eldorado, B2Gold, and Lundin Gold. Plans are underway for a NYSE listing in H1-2026. Click here to visit the OceanaGold website and learn more about all the operations. For more market commentary & interview summaries, subscribe to our Substacks: The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/ Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests may own shares in companies mentioned
Silver has finally broken above $40, and David Morgan, the Silver Guru, says this is the most explosive setup of his career.We talk about gold at all-time highs, the unstoppable momentum in silver, miners about to run, and what could derail the bull market.#gold #silver #trading ---------------------Thank you to our #sponsor MONEY METALS. Make sure to pay them a visit: https://bit.ly/BUYGoldSilver------------
Oracle (ORCL) is set to report earnings after the bell. Dan Morgan breaks down the key metrics to watch, including cloud growth, which is expected to drive long-term growth for the company. Morgan believes Oracle's cloud business is finally gaining traction, with 23 new data centers in the pipeline, and its second-generation cloud is competitive with Amazon Web Services (AWS) and Microsoft (MSFT) Azure, thanks to its 30% lower costs. Guidance will be crucial in justifying further share price appreciation, which has already surged over 40% YTD.======== 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
Kinto Falls 81% as Ethereum Layer‑2 Platform Heads Toward Closure After HackEthereum Surges 32% YTD, Leaving Bitcoin BehindCrypto Treasuries Face Volatility as Premiums Narrow, NYDIG SaysCritics Say Stripes' Blockchain Ambitions Clash With Crypto Decentralization
September 8, 2025 | Season 7 | Episode 33The financial landscape is shifting beneath our feet, and savvy investors are taking notice. Recent employment data has revealed troubling signs of economic weakness—just 22,000 jobs added in August (far below expectations), unemployment rising to a four-year high of 4.3%, and downward revisions showing actual job losses in June for the first time since 2020.But within this uncertainty lies opportunity. BlackRock, the world's largest asset manager, has made a striking proclamation: we're entering a prolonged dollar weakening cycle. History shows these cycles typically last eight years, potentially unlocking significant outperformance for international equities. With international stocks already outpacing the S&P 500 (21% vs 10% YTD) and U.S. markets trading at a premium (25x vs 17x forward earnings globally), the case for diversification beyond American borders grows compelling.The interplay between immigration and employment represents another crucial dynamic shaping our economic future. As immigration numbers decline from recent peaks, we're seeing complex ripple effects throughout the labor market. Immigrants typically contribute to approximately half of U.S. job growth, bringing both labor supply and consumer demand. This relationship adds another layer to consider when interpreting employment data and making investment decisions.Markets remain resilient despite these challenges, buoyed by expectations of Federal Reserve intervention. Investors are now pricing in a 67% chance of three rate cuts this year—a dramatic shift that's already impacting bond yields and creating opportunities in interest-rate sensitive sectors. Meanwhile, specific growth opportunities like InnoData (INOD) in the AI space show how targeted investments can thrive even in uncertain times.Ready to position your portfolio for what's coming rather than what's already happened? Consider how these shifting dynamics might impact your investment strategy, and whether your current allocations reflect where the financial puck is heading.** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice. For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-formFollow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern
UK PROPERTY MARKET WEEKLY UPDATE — Week 34, 2025 Welcome to the 34th UK Property Market Stats Show of 2025 — your go-to weekly YouTube ‘TV Programme' on the UK property market. This week, I'm joined by Steph Vass, the co-Founder & boss of TAUK, as we unpack the key headlines from the 34th week of 2025, ending Sunday, 31st August 2025 ▶️ Watch on YouTube: https://youtu.be/6JNiBEhq0Ig
Alpha Picks Scalping and did you "buy the dip"? Don't miss the Trendspider sale - up to 52 training sessions per year - learn with weekly 1-1 zoom sessions. Here are the links to all the sales: SAVE BIG - HUGE LABOR DAY SALE ON TRENDSPIDER - GET THE ANNUAL SUBSCRIPTION TO GET MY 4 HOUR ALGORITHM OR TRY IT for $7
Send us a textIt is tough to outperform the stock market over an extended period of time, few do.In this episode we cover the YTD returns on the individual stock holdings in the Radish Account. Is Radish outperforming the market, tune in to find out.LemonadeTake 3 minutes to get a no obligation quote on Pet, Renters, Home, Auto insurance. Use the link below for a 10% discount. (US only)https://go.lemonade.com/visit/?bta=38304&brand=petContact Tom & RadishX @SavingsCaptainEmail thesavingscaptain@gmail.com
New Alpha Pick at noon today and here are some ideas for surviving what might be a bad September. Don't miss the Trendspider sale - up to 52 training sessions per year - learn with weekly 1-1 zoom sessions. Here are the links to all the sales: SAVE BIG - HUGE LABOR DAY SALE ON TRENDSPIDER - GET THE ANNUAL SUBSCRIPTION TO GET MY 4 HOUR ALGORITHM OR TRY IT for $7
UK PROPERTY MARKET WEEKLY UPDATE — Week 33, 2025 Welcome to the 33rd UK Property Market Stats Show of 2025 — your go-to weekly YouTube ‘TV Programme' on the UK property market. This week, I'm joined by Iain McKenzie, the boss of the 800 Estate Agent network, The Guild of Property Professionals, as we unpack the key headlines from the 33rd week of 2025, ending Sunday, 24th August 2025 ▶️ Watch on YouTube: https://youtu.be/7XlWNAto-qI
According to The Kaplan Group, tax scams have resulted in 2025 YTD reported financial losses of $5,742,463.91. Monthly tax scam reports rose 62% year-over-year, from 227 in 2024 to 368 in 2025, and have increased by 323% since 2020. So what can you do to protect yourself? To help you stay safe, here are three key takeaways: The IRS will almost always contact you by MAIL first. If you get a text, email, or surprise phone call demanding personal information or payment, it's almost certainly a scam. Phishing and "smishing" are at an all-time high. Scammers try to lure you with messages about fake refunds, threats, or "unusual activity." Never click suspicious links or share your personal info. Double-check everything. Unsure about a tax communication? Review it with your tax professional, or check official IRS resources (linked on the podcast and IRS website). Remember—the IRS won't email or text you unless you've explicitly given permission. Stay vigilant, and don't let scammers get between you and your hard-earned money! Connect with Paul Contact Paul here or schedule a time to meet with Paul here. For resources discussed in this episode, visit tammacapital.com/podcast. Follow Paul on LinkedIn and YouTube. And feel free to email Paul at pfenner@tammacapital.com with any feedback, questions, or ideas for future guests and topics. Resources Featured in This Episode: How to know it's the IRS Dirty Dozen tax scams for 2025: IRS warns taxpayers to watch out for dangerous threats Understanding your IRS notice or letter
In this episode we answer emails from Dave, Mike, and Andy. We discuss an inherited IRA, 529s, how historical data provides more reliable investment guidance than simulated data based on crystal balls, particularly when considering economic environments and asset correlations, and the Rock & Roll Hall of Fame. Cleveland Rocks!And THEN we our go through our weekly portfolio reviews of the eight sample portfolios you can find at Portfolios | Risk Parity Radio.Additional Links:Father McKenna Center Donations: Donate - Father McKenna CenterListener Blog Post Describing Risk Parity Concepts And Four Quadrant Model: 15 Uncorrelated Assets | SSiSBridgewater Research Paper: Bridgewater Paper 2009.12 AW Info Pack.doc (granicus.com)Rock & Roll Hall of Fame Exhibit: SNL: Ladies & Gentlemen...50 Years of Music | Rock & Roll Hall of FameBreathless Unedited AI-bot Summary:What happens when you try to predict market outcomes using simulated data rather than historical performance? Frank tackles this profound question by explaining why many investment simulations fail to capture the fundamental reality of how assets behave in different economic environments.Using a brilliant weather metaphor, Frank demonstrates why you "cannot have a drought and rainstorms at the same time" – just as you cannot simultaneously experience a recession and inflation. This insight explains why historical data, which shows how assets perform in specific economic conditions, provides more reliable guidance than simulations that treat each asset class as an independent variable.The episode also addresses practical financial concerns, including strategies for managing inherited IRAs subject to the 10-year distribution rule and approaches to college savings that balance tax advantages with flexibility. Frank shares his personal approach of using 529 plans primarily for state tax benefits while maintaining additional education funds in more accessible accounts.Weekly portfolio reviews reveal nearly all asset classes in positive territory this year, with gold shining brightest at +28.47% YTD. This unusual pattern reflects a weakening dollar, demonstrating how macroeconomic conditions influence asset performance across the board. The episode's exploration of base rates in forecasting also explains why predictions based on historical probabilities typically outperform crystal ball prognostications that assign outsized probabilities to possibilities rather than focusing on known patterns.For investors seeking to build robust portfolios for uncertain times, this episode offers invaluable perspective on understanding economic environments, recognizing asset correlations, and using historical data to prepare for different market conditions. Listen now to discover why the lessons of market history may be your most reliable investment guide.Support the show
UK PROPERTY MARKET WEEKLY UPDATE — Week 32, 2025 Welcome to the 32nd UK Property Market Stats Show of 2025 — your go-to weekly YouTube ‘TV Programme' on the UK property market. This week, I'm joined by Toby Martin, as we unpack the key headlines from the 32nd week of 2025, ending Sunday, 17th August 2025 ▶️ Watch on YouTube: https://youtu.be/TBg83AsHpRg
The markets are just waiting for Powell's speech. Low volume, but it doesn't mean there's not opportunities. The technical indicators on some stocks are resetting for a potential move higher. Here are the links to all the sales: SAVE ON TRENDSPIDER - GET THE ANNUAL SUBSCRIPTION TO GET MY 4 HOUR ALGORITHM
In this episode of the Astonishing Healthcare podcast, Capital Rx's Dr. Sunil Budhrani (Chief Innovation & Medical Officer) and Mike Tate (Vice President, National Business Development) discuss the questions they are fielding from channel partners and prospects interested in Judi Health™ - the first unified medical and pharmacy solution. We explore advancements in unified claims processing and how it helps address healthcare's fragmented nature by integrating pharmacy and medical benefits data with preferred vendors to tackle specific needs (e.g., for women's health or chronic condition management). Sunil also shares early, updated data revealing a ~5% per-employee-per-month (PEPM) reduction in costs YTD with Judi Health compared to 2024. Additionally, the conversation with Sunil and Mike covers:The importance of empowering patient-provider relationshipsThe need for greater transparency and access to data to see what's driving costsHow a platform that allows for flexibility and personalization helps lower costs and provides for a better member experienceRelated ContentJudi Health™ Earns Best Healthcare InsurTech Solution in the 9th Annual MedTech Breakthrough Awards ProgramReplay - Strategic Well-Being: Rethinking Health Benefits to Empower Employees and Drive ImpactHealth Benefits 101: The Importance of a Transparent PBM ModelReplay – The Bridge to Better Healthcare: Uniting Medical and Pharmacy Services on One Platform to Achieve Value-Based CareFor more information about Capital Rx and this episode, please visit Capital Rx Insights.
The goal of the podcast is to teach you how my system of research and how I determine risk/reward. I think this episode laid it out well with an analogy to Monopoly. You can take every trade you hear about and maybe do well or you might not - the risk is yours - the decisions are yours and managing it is yours. Here are the links to all the sales: SAVE ON TRENDSPIDER - GET THE ANNUAL SUBSCRIPTION TO GET MY 4 HOUR ALGORITHM
Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links-Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.0:00 Joe's Resting B Face1:30 Corn Belt Heat Wave3:28 Argy Meal to China5:08 ADM Stock Rises7:47 Farmer Sentiment9:20 Big Ukraine Crops10:39 Corn Flash
HUGE week to get ready for in earnings, tariffs, trade negotiations, Fed rates and more. Is Real Estate the sector to rebound now? And what could Apple and Amazon announce to push the stocks higher? Here are the links to all the sales: SAVE ON TRENDSPIDER - GET THE ANNUAL SUBSCRIPTION TO GET MY 4 HOUR ALGORITHM
If you're not using Perplexity or your favorite AI program for stock analysis - you're missing out. There is no affiliate link nor anything to click on - just go and learn!✅ I found a stock I've never mentioned on here that's up 74% YTD and still looks good. It's one I'm putting on my "pullback" list and just buying. ✅ I will always take the AI answer and go and do the analysis myself using the tools that I have:Here are the links to all the sales: SAVE ON TRENDSPIDER - GET THE ANNUAL SUBSCRIPTION TO GET MY 4 HOUR ALGORITHM
In this episode, Scott Becker highlights the impressive rise of hims and hers, up 140% YTD, driven by sharp leadership and strategic international expansion.
Today we had the pleasure of hosting Isabelle Boemeke, author of the forthcoming book, “Rad Future: The Untold Story of Nuclear Electricity and How It Will Save the World.” The book will be published on August 12 and is available for preorder here. Isabelle is a passionate advocate for nuclear energy and is also the creator of Isodope, a social media persona she uses to engage and educate the public about the benefits of nuclear power. Isabelle was involved in pushing to save the Diablo Canyon nuclear facility and has visited nuclear sites around the world. We were thrilled to hear her fresh and insightful perspectives. In our conversation, we explore nuclear energy's rapid shift in public perception and the surge in investment and media attention from just three years ago to today. We discuss the role of advocacy in changing narratives, generational differences in attitudes toward nuclear, and the decline of the organized anti-nuclear movement. Isabelle shares her perspective on international attitudes toward nuclear, the origin of Isodope and her use of social media as an educational tool, the gender gap in nuclear support, and her personal background and journey to becoming curious about nuclear energy. We touch on the nuclear industry's reception to Isabelle, including the strong support she's received from women in the field. She shares her strategy for communicating complex nuclear topics to a broader audience, the key risks facing the nuclear renaissance, and the next major hurdles the industry must overcome, particularly challenges around financing and project management. We cover public awareness of SMRs compared to large-scale nuclear, community attitudes toward nuclear, and the strong local support Isabelle has seen near existing plants. Isabelle discusses her continued focus on nuclear for the next few years, where her interests may take her in the future, her 10-year outlook for energy and climate, and more. Mike Bradley kicked off the show by noting that broader U.S. equity markets continue to hit new all-time highs. A major driver of broader markets so far this year has been euphoria surrounding AI/Tech equities and the significant capital spending to support data centers. “Meme stock mania” seems to be rearing its head again and could be an early signal of a frothy equity market. On the energy equity front, he highlighted that both HAL and SLB have reported Q2 results and, for the most part, are guiding towards a weaker 2H25 market (especially NAM oil service pricing). Most oil service investors were hopeful Q2 would be the last quarter for downward 2025 revisions, which could be a reason why oil service stocks aren't reacting to negative downward 2025 EPS revisions. Electric Utilities are up ~13% this year and continue to be viewed as “growth” stocks. The PJM Capacity Auction posted results after the close, with pricing coming in at ~$330/mw versus last year's print of ~$270/mw. A handful of PJM exposed IPPs were up modestly after the close on the news. Mike wrapped by noting that SMR equities are up on average ~175% YTD and continue to be electricity darlings. He also flagged today's news out of Japan that Kansai Electric is reportedly exploring a plan to build the country's first nuclear plant since the Fukushima disaster in 2011. Brett Rampal peppered in his nuclear perspective and questions to the discussion. We are excited to continue following Isabelle's activities as a positive “influencer” for nuclear and hope you enjoy the conversation as much as we did. Our best to you all!
Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links-Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.0:00 Non-Drought and Illinois Rain6:36 USDA Preview14:50 Export Sales17:42 CONAB20:21 USDA Secretary Mackenzie24:07 Flash Sale