Our weekly take on Europe and geopolitics eurointelligence.substack.com
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Eurozone Podcasts
EuroZone is a podcast about European ultimate frisbee hosted by Ravi Vasudevan and Liam Grant. It covers everything from elite level play to crazy party tournaments. Email: [email protected]
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The Agora is a podcast created by the team behind MacroPolis. It’s a political and economic analysis website based in Athens. In this podcast series, we examine political, economic and social developments in Greece. But our podcasts will also look at what’s happening in the world around us. We provide listeners with insight from our own experts and analysis from special guests. If you enjoy intelligent, lively discussion and want the bigger picture, join us for a stroll through the Agora. To ...
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Well researched expert briefings on key British issues
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Schwab Network is brought to you by Charles Schwab Media Productions Company (CSMPC), a subsidiary of The Charles Schwab Corporation and not a financial advisor, registered investment advisor, broker, or futures commission merchant. THE SCHWAB NETWORK SITE, CONTENT, APPS, and RELATED SERVICES, ARE ON AN “AS IS” AND “AS AVAILABLE” BASIS, WITHOUT WARRANTIES. Not an offer or solicitation in any jurisdiction where we are not authorized to do business or where such offer or solicitation would be ...
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The most confounding feature of the Caribbean is its rapid decay into stagnation. Rasheed Griffith interviews industry experts and researchers to figure out how we got here and how to reverse the trend in favor of accelerating progress in the Caribbean.
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Future is blue is a series of podcasts promoted by Funcas Europe bringing together academia, think tanks and policymakers for a more inspiring debate about European economic affairs
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Trading with Venus Podcast: Forex Trading | Finance | Investing | Lifestyle
Raman Gill: Forex Trader, Investor, Entrepreneur, Forex Mentor
The Trading with Venus podcast is created for you, the Forex Trader. Our purpose for this podcast is to support you in your trading and help you generate Consistent Forex Profits. Through our shows and guest stories, we will share valuable insights, successes, failures, challenges and AHA moments that will inspire you and help improve your trading to make you more profitable. Our ultimate purpose is to help you establish strong trading habits, generate consistent profits and become a success ...
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Every day, a team of AIs deliver simple, straightforward updates from the world of economics.
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These podcasts accompany Reading and Understanding Economics, published by Pearson Education Limited. The podcasts have been recorded by Kevin Boakes.
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A podcast from BCA Research -- informing investors with straightforward, actionable analysis of macro and market events.
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Martin Wolf, chief economics commentator of the Financial Times, reads his weekly column Hosted on Acast. See acast.com/privacy for more information.
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Welcome to the Brewing Trades Podcast, your passport to the exciting world of currency and futures trading! Join us as we journey through the financial markets, unraveling its complexities, and sipping on the freshest insights to boost your trading skills. Are you a novice trader looking for the perfect blend of knowledge? Or an experienced trader seeking a new flavor of strategy? Brewing Trades is here to serve both your needs. Our mission is to pour you a cup of clarity and confidence as y ...
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U.S. Pins International Pressure: Eurozone PMI Pockets of Weakness & South Korea's Warning
6:42
6:42
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6:42While September's PMI print didn't move markets in the U.S., Kevin Green urges investors to keep their eyes on international economies. He talks about how Germany is acting as a buoy for the Eurozone PMI as tariff uncertainty lingers over the EU. Additionally, South Korea's president warned of a financial crisis if the U.S. continues its investment…
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Sean spoke with German World Games coach Ian French about the experience, how he came to be with the team and what might be next for both him and Germany.By Ultiworld
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Crypto Corner: Bitcoin Rewards for Credit Cards?
5:12
5:12
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5:12Jenny Horne and Adam Lynch look at a few headlines hitting the crypto space this week. First, they chime in on Deutsche Bank's note suggesting Bitcoin could join Gold and the U.S. Dollar as a potential Central Bank asset by 2030. Then, they discuss the latest developments on Capitol Hill pertaining to digital assets legislation. Finally, Jenny and …
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Stock Market Today: BABA's Big A.I. Investment, AMZN Upgrade, LAC Doubles
1:57
1:57
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1:57Markets closed lower for a second day in a row with small caps taking the biggest hit. Chinese markets rallied strong thanks Alibaba's (BABA) 11-digit commitment it's making for A.I. infrastructure. Amazon (AMZN) traded lower despite an upgrade from Wells Fargo, while Lithium Americas (LAC) nearly doubled its stock price thanks to headlines from th…
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Wednesday's Final Thoughts: A.I., Bitcoin & Lithium Gain Momentum
4:42
4:42
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4:42On Wednesday's closing panel, Sam Vadas and Marley Kayden go through what they consider the biggest market movers, both on and under the radar. They talk about the key A.I. companies investors should watch, along with the unsung rally in Bitcoin, and heavily-watched rally in Lithium Americas (LAC). ======== Schwab Network ======== Empowering every …
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AI Gains vs. Inflation Woes: Industrial Distributors Shining in Expensive SPX
7:04
7:04
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7:04Justin Bergner shares his take on the current market landscape, where AI-driven stocks, such as Nvidia (NVDA), are driving gains, but inflation and job market concerns, as highlighted by Fed Chair Powell, create a tug-of-war. Despite the S&P 500's expensive valuation, Bergner sees value in the "pick and shovel" space, particularly in industrial dis…
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Overlooked Stock: Upgrade Sends OTEX to 52-Week High
5:38
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5:38OpenText (OTEX) has a long history in tech, highlighted by Alex Coffey. The stock price has also seen big fluctuations over the years, hitting a new 52-week high on Wednesday after Scotiabank upgraded the stock. Alex takes investors through the analyst note and explains the promise the firm now sees in the Canadian legacy tech company. ======== Sch…
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Analyzing AMZN Key Levels & Options After Stock Upgrade
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5:18After Wells Fargo upgraded Amazon (AMZN), Rick Ducat analyzes the stock's lagging performance compared to its Mag 7 peers. He notes support and resistance levels to watch, along with options activity that show where traders see price heading. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the M…
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Scion Group CEO on the Underserved Niche of Student Housing
9:36
9:36
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9:36Robert Bronstein, cofounder and CEO of The Scion Group, talks student housing. He argues that the supply/demand imbalance is widening, with undergrad enrollment projected to rise by 139K per year through 2031. Already, he adds, most students rely on inadequate options, especially on-campus dorms, and believes that off-campus housing needs to fill t…
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ETF Trends: Crypto, Active Management, “Liquid Alternatives”
8:20
8:20
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8:20Jillian DelSignore dives into Nasdaq ETF trends, fresh off the Future Proof festival. She discusses her takeaways from the festival, including AI chatter. Jillian notes that active ETFs now outnumber passive ETFs and are gaining 40% of flows in the sector. Over $32 billion has flowed into Bitcoin and Ether ETFs. She also looks at the world of “liqu…
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Cory Johnson on BABA's A.I. Infrastructure Investment & Buildout Importance
6:48
6:48
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6:48"Connecting one data center to the next" will be the theme of A.I. in the coming years, says Cory Johnson. He points to Alibaba's (BABA) more than $53 billion investment into A.I. infrastructure and the reaction of markets as reason why. That said, Cory still doesn't see Chinese A.I. stocks as stable investments compared to their U.S. counterparts.…
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2025 IPO Market Boom: Growth vs Profitability
8:24
8:24
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8:24Brianne Lynch and Jim Neesen update viewers on the 2025 IPO market. Brianne says investors are seeking innovative tech especially, with over a hundred billion dollars pouring in this year. She says there’s “wiggle room” around profitability if the IPO companies are showing strong growth. Jim thinks the number of IPOs can reach 350 by year end. He h…
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David Dietze considers the tightrope the Fed is walking between its dual mandates and shares some of his stock picks. He sees a potential AI bubble, saying to watch whether users are actually willing to pay for the end product. He likes Schlumberger (SLB), JBS (JBS), and Molina Healthcare (MOH). ======== Schwab Network ======== Empowering every inv…
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LAC Doubles as Trump Administration Eyes Company Stake
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4:58
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4:58Lithium Americas (LAC) saw a gargantuan rally on reports that the Trump Administration seeks a stake in the metal miner. Kevin Green says the deal is different than those of Intel (INTC) and MP Materials (MP) it made earlier this year. He takes investors through the details of the deal. ======== Schwab Network ======== Empowering every investor and…
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ESG Investing Matters: Bringing Clean Water to Burkina Faso
7:24
7:24
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7:24Jason Britton and Georgie Badiel-Liberty, a former Miss Africa, discuss ESG investing and how the Georgie Badiel foundation is bringing clean water to Burkina Faso. Jason discusses broader trends within ESG investing, which has fallen out of prominence over the last few years. “This is not philanthropy, this is not charity,” he emphasizes, arguing …
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Likefolio’s Landon Swan looks at CarMax (KMX) ahead of earnings – and prefers Carvana (CVNA). He argues that KMX is fairly priced and they don’t see a “huge turnaround” coming this quarter. In fact, he argues that the market expects them to keep losing share. He calls its loan division “a distraction” from being the best used car seller. ======== S…
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Crypto Pullback "Not a Big Deal" Due to Adoption Bull Case
8:23
8:23
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8:23Kyle Chasse returns to Schwab Network to explain why he remains bullish on crypto. He considers Bitcoin's recent price pullback "par for the course" in a bull market. The Trump administration allowing crypto in retirement accounts and expected rate cuts ahead add to Kyle's bull thesis for Bitcoin. Cory Klippsten adds that private and institutional …
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Breaking Down Micron (MU) Earnings: More Upside Ahead?
7:30
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7:30Ian Tien breaks down Micron (MU) earnings. Its data center business hit all-time highs, with overall revenue growth of 46%. Ian discusses the dramatic investments in data centers, supply chains, and other aspects of the AI race, and how Micron is working itself into the system. He thinks it can grow margins into next year and sees it “very well pos…
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TheoTrade's Don Kaufman is back on Big 3 — and is bearish on all of today's stocks. He points to exuberant A.I. spend limiting upside potential in Broadcom (AVGO), technicals turning against Eli Lilly (LLY), and Goldman Sachs (GS) being "due" for selling action. Don offers his example options trades on the Big 3 while Rick Ducat turns to key levels…
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2020 Spending Still Boosting Current Economy Despite Lower Consumer Confidence
7:30
7:30
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7:30Phillip Argue thinks the internals of the market are saying risk-on despite some manufacturing, housing, and consumer confidence looking “pretty bad.” He thinks 4Q is going to be “a much better backdrop” despite September’s historical volatility. He thinks a small pullback could happen in the last two weeks of the month but then sees upside from th…
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Case for Sluggish Homebuilder Rebound, KBH Earnings After the Close
8:13
8:13
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8:13Alex Barron believes the homebuilder industry will continue to struggle for the coming months. He sees slower than expected demand sticking to the sector even after the FOMC's interest rate cut earlier in September. Tom White offers an example options trade in KB Home (KBH) ahead of its after hours report, and another for Lennar (LEN). ======== Sch…
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BABA Building More A.I. Infrastructure, Hits 4-Year High
6:55
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6:55Alibaba (BABA) says it is dedicating over $50 billion to building out its A.I. infrastructure, sending the stock soaring to a four-year high. Marley Kayden talks about the momentum it adds to the A.I. trade in China. Prosper Trading Academy's Scott Bauer leans slightly bearish on Alibaba's current position and offers an example options trade for in…
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Defensive Positioning in Consumer Sentiment Shift, U.S. & Europe Divergence Widens
6:54
6:54
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6:54Charles Schwab's Liz Ann Sonders gives investors a peek behind the curtain when it comes to consumer sentiment. She explains how a divergence between tariff-impacted purchases to non-tariff-impacted goods show a shift in caution toward the economy. Liz Ann also makes comparisons to frothy markets seen in 2021 with a rise in meme stocks and non-prof…
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Major Emerging Market Opportunities with Jay Pelosky
8:27
8:27
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8:27Jay Pelosky notes that the market’s continual new highs haven’t given much room for investors to get back into the market after taking gains. He also talks about how analysts are still raising their estimates for earnings and the market. “It’s all about the earnings,” Jay emphasizes, and “forward earnings projections are pretty robust.” He also see…
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New Home Sales Shatters Expectations, KBH Earnings Still Hold Low Bar
6:01
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6:01Wednesday's new home sales data came in stronger than the Street's expectations, something Kevin Green suggests points to a potential bottom in the housing market. He talks investors through the housing market indicators to watch, which includes stocks like KB Home (KBH). He suggests the bar remains low for the company's earnings after hours despit…
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Impacts of a Weakening U.S. Dollar, Opportunities in Volatility
6:26
6:26
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6:26Thierry Wizman breaks down Powell’s comments yesterday and discusses the broader economy. He talks about the impact of a weakening dollar on the U.S., and how other countries, including the BRICS coalition, are hoping to keep weakening it as they buy gold. He doesn’t think the market has priced in enough volatility and sees opportunities for “sophi…
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AMZN & NOW Collect Upgrades, ADBE Hit with Downgrade
5:24
5:24
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5:24A.I. optimism has Wells Fargo upgrading Amazon (AMZN) as the company lags behind its Mag 7 peers. Morgan Stanley was more mixed when it came to updating its tech names, seen in an upgrade for ServiceNow (NOW) and downgrade for Adobe (ADBE). Diane King Hall offers a closer look into what's driving the analyst movers Wednesday morning. ======== Schwa…
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Russell 2000 Can Beat Tech With Interest Rates Falling
10:24
10:24
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10:24Barry Knapp wants rates to hit 3.25% with a series of quick cuts, saying it would take pressure off small banks and homebuilders. He argues that economic policy and conditions have changed extremely quickly this year, and the Fed has not reacted to it yet. He discusses what the yield curve is telling him, as well as his opinions on tariffs and gove…
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"Fairly Highly Valued" Stocks: Markets Weigh Comments from Jerome Powell
4:19
4:19
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4:19Fed Chair Jerome Powell took the podium on Tuesday to gives his latest take on the economy. Included in his comments was referring to stocks as "fairly highly valued." Kevin Hincks talks about how the investors will digest the statement on Wednesday's session and into the rest of the week. He later tackles the uptick in mortgage applications and wh…
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Hayes: BABA "Cheapest Way" to Play A.I. Right Now
9:26
9:26
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9:26Thomas Hayes sees opportunity in the current market despite some warning signs. He attributes the current market strength to sectors beyond the Mag 7, such as small caps and energy, which he believes are undervalued. In the A.I. space, Thomas is particularly bullish on Alibaba (BABA), citing its significant A.I. spending plans and valuation relativ…
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Morgan Stanley downgraded Adobe (ADBE) to equal weight from overweight, and cut the software company's price target down to $450 from $520. Rick Ducat checks in on the chart, pointing to the steady downward slope shares have been sliding on so far in 2025. Tom White demonstrates a neutral to bullish options trading strategy. He uses a put vertical …
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Reasons to Remain Bullish on KBH and U.S. Homebuilders
5:17
5:17
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5:17KB Home (KBH) is set to report earnings after the bell, and expectations are high after a strong beat last quarter. Mike Singleton believes the homebuilder could benefit from lower mortgage rates and a potential pickup in demand from first-time homebuyers. He sees KBH as a thematic play on this demographic, which could benefit from President Trump'…
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Rachel Dashiell breaks down the chart of Tesla (TSLA) pointing to a potential short-term pause after its recent breakout. Rachel notes that while the 90-day chart shows a bullish trend, the RSI Momentum study is curving down, nearing overbought territory, which could trigger some profit-taking. She also identifies key resistance and support levels …
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BABA's A.I. Spending Surge, U.S. Targets Lithium Miner
9:28
9:28
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9:28Stocks may be due for a breather after a recent record run, but the broader trend remains bullish, according to Kevin Green. The S&P 500 (SPX) could still test new highs, with KG eyeing 6690 as key resistance, while 6630 could act as support. Meanwhile, A.I. mania continues to drive gains in tech, with Alibaba (BABA) rising 10% after unveiling a $5…
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The SPX hit yet another new intraday high but levels pulled back since reaching that new record. Charles Schwab's Kevin Horner offers a technical perspective in the SPX chart in the event of a pullback. In equities, Kevin highlights bullish potential in SoundHound AI (SOUN) and bearish indicators in UnitedHealth (UNH). ======== Schwab Network =====…
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SPX Targeting 7K by Year End; Opportunities in Semiconductors, Metals, Mag 7 & More
8:58
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8:58Mary Ann Bartels is looking for the SPX to hit 7K by the end of the year, and 7.2K early next year. However, she also describes the market as overbought with “very high valuations.” She notes that historically, October creates “bottoms” that act as buying opportunities, and Mary Ann argues we could see a 10% pullback before the next leg higher. Her…
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Fed Dovishness Sparks Market Rally, Cautious Tech Bets on NVDA, ORCL, TSLA
10:47
10:47
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10:47Fed Chairman Jerome Powell's recent comments on the labor market, asset values, and risks have sparked a reaction in the markets. Alonso Munoz believes Powell's tone was "a little bit dovish" and that the Fed is likely to prioritize the health and strength of the labor market. Munoz sees room for the market to run despite Powell's valuation concern…
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Micron (MU) posted an earnings beat and guidance above Wall Street's estimates after hours on Tuesday. Marley Kayden, Sam Vadas, and Kevin Green analyze the report and explain how it's driving optimism from investors even after the stock's near-100% year-to-date climb. ======== Schwab Network ======== Empowering every investor and trader, every mar…
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Stock Market Today: MU Earnings, CRWV Upgrades, KVUE Near Record Low
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2:07What started as a record-setting day for three of the four indices turned into red territory. Micron (MU) experienced volatility after hours when it posted an earnings and guidance beat. CoreWeave (CRWV) tumbled despite getting two analyst upgrades, while Kenvue (KVUE) gained on the session even against commentary from President Trump. Marley Kayde…
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Tuesday's Final Thoughts: AMZN Lawsuit, Oil Moves & All Eyes on Powell
5:26
5:26
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5:26Sam Vadas and Marley Kayden talk about the biggest unsung stories on their minds, from a lawsuit against Amazon's (AMZN) Prime practices to the Fed's latest commentary. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suitable for all investors. Before trading, read the Optio…
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CoreWeave's AI Rally: Lang Sees Growth Despite Risks
7:41
7:41
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7:41CoreWeave (CRWV) is up over 200% since its trading debut in March, but its meteoric rise has some investors questioning whether the AI software company is due for a correction. Bob Lang bullish on CRWV, citing its strong chart and significant runway for growth. However, Lang also highlights potential concerns around customer concentration and capit…
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Overlooked Stock: BBAI Rally Tied to U.S. Navy & Thematic A.I. Moves
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5:55A move back into small-cap stocks has helped momentum of BigBear.ai (BBAI), says George Tsilis. He also notes the data analysis company getting attention from the U.S. Navy as a catalyst pushing the stock higher. George talks about the macro and technical moves surrounding BigBear.ai that attach it to thematic shifts in the A.I. narrative. ========…
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Analyzing PSKY's Parabolic Move Through Technical Analysis
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5:30Paramount Skydance (PSKY) has significantly outperformed its streaming peers since its merger and reports of another potential acquisition of Warner Bros. Discovery (WBD). Rick Ducat highlights the astronomical rise of the stock and points out key areas to watch. He also turns to the options front to show where investors are expecting future price …
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The CEO’s Guide to the Investment Galaxy: Breaking Down Markets for Leaders
7:58
7:58
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7:58Sarah K. Williamson joins Market On Close to talk about how CEOs can navigate stock markets and attract patient investors. She is the author of the new book, The CEO’s Guide to the Investment Galaxy. It’s for leaders and aspiring leaders alike, she says, and uses cartoons and a “playful” manner to guide readers. ======== Schwab Network ======== Emp…
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Winter weather is coming, and with it, a draw on natural gas. Peter Gardett discusses U.S. energy supplies and prices, and the energy mix we’re using. Natural gas is “increasingly more important,” he argues, though it is still “seasonally attuned.” He discusses risks to the grid and what new energy technologies mean for these markets. Over the next…
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'Diversification is the Only Free Lunch' & The Market’s Tale of Two Cities
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7:24
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7:24“The market’s telling two different stories.” Eric Metz sees a tug-of-war between discretionary spending and income-dependent spending. He “wouldn’t be surprised” by a tech rotation as valuations stretch. Turning to the Fed, he discusses Powell’s comments today and what the rate cut path could be from here. He’s watching volatility and the VIX clos…
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MU Earnings Preview: Cementing its Place in AI Infrastructure
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5:49Stephanie Walter and John Freeman preview Micron (MU) earnings. Stephanie notes that Micron is “leaning in” to HBM chips, which are a prerequisite for AI data centers – potentially bullish, but with raised market expectations, it might not be enough. They discuss how Micron has become more of a strategic play than in the past as it becomes a bedroc…
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Analyst Sets New PLTR Street-High Price Target
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9:05BofA set a new Street high price target for Palantir (PLTR) as it sees significant upward potential in A.I. and international expansion despite its sky-high valuation. Marley Kayden talks about everything investors need to know around the recent Palantir developments driving market discussions. She also weighs in on parallels between Palantir and T…
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A.I. Demand to Fuel MU Earnings, NVDA & AMD's Room to Run
8:28
8:28
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8:28"Expectations are high" for Micron's (MU) earnings but are "even higher" for guidance, says Ali Mogharabi. He notes the stock's significant rally which doubled the price through 2025. Ali says a run higher depends on how Micron shows it has a long-standing place in the A.I. race. That said, he doesn't see the demand for memory diminishing any time …
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Reddit Advertiser 'Gold Mine:' RDDT's Path for Continued Success
6:39
6:39
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6:39LikeFolio's Andy Swan says he's "very bullish" on Reddit (RDDT), pointing to his firm's data showing the company's substantial outperformance to peers when it comes to drawing advertising dollars. He says the conversation-based social media platform offers plenty of data for advertisers to target audiences. Andy adds that its connection to Alphabet…
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