The Focus your brain Podcast- Provides Tools, Techniques, and Meditations to improve your Focus and get your brain on task when you want. Countless studies have shown the benefits of meditation on our brain and our ability to stay focused. Additional research has proven that we can increase our ability to stay focused in a variety of ways. These easy and simple techniques will help you avoid brain fog and enable you to think clearly and get things done. So stop messing around with all those ...
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Focus And Concentration Podcasts
Welcome to An Elite Mind: Unlocked — the podcast that transforms how athletes think, feel, and perform. Hosted by Martin Roberts, a UEFA & USSF Licensed Football Coach, Sport Psychology Consultant, and a former adjunct Professor of Kinesiology, each episode breaks down cutting-edge mental training techniques, high-performance research, and real-world insights to help you unlock your full potential. Whether you're a competitive athlete, coach, or high-performer, you'll learn how to manage pre ...
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Audio content providing support and guidance to women around the world, Tune in for regular content updates including discussions with our panel of medical advisors and healthcare experts.
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Romik Yeghnazary is the owner of a Lending Arena that provides FHA home loans, VA home loans, fixed mortgages, and home-buying services. Romik Yeghnazary is likely a skilled and experienced individual in the mortgage and real estate industry.
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Romik Yeghnazary is the owner of a Lending Arena that provides FHA home loans, VA home loans, fixed mortgages, and home-buying services. Romik Yeghnazary is likely a skilled and experienced individual in the mortgage and real estate industry.
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Welcome to Ambient Sounds, your ultimate escape into a world of tranquility, relaxation, and focus. At Ambient Sounds, we craft immersive soundscapes designed to soothe your mind, enhance concentration, and create a peaceful atmosphere. Our carefully curated episodes feature calming nature sounds, gentle white noise, and serene ambient tones to help you unwind, sleep better, and stay focused throughout your day. Whether you’re meditating, studying, or simply seeking a moment of peace, Ambien ...
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Trouble sleeping? Press play on these sleep sounds. Relaxing sleep meditation music, ambient and nature sounds, binaural beats, white noise and more are here for you whenever you need help drifting off into peaceful sleep. Each episode is 1 hour long, so just lay back, close your eyes and let yourself ease into deep sleep. Created for those who identify as women or anyone who feels called to listen 💗. Brought to you by the Women’s Meditation Network. https://WomensMeditationNetwork.com
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Join two dudes, Ben and Brent, to discuss current market events and savvy financial strategies to build wealth consistently over time.
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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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Welcome to Relaxing White Noise, the podcast featuring white noise and nature sounds to help you sleep, study or soothe a baby. We make relaxing sounds to improve your life and are excited to share them with you. Join the hundred million people who have already enjoyed our white noise soundscapes which include rain sounds, ocean waves, white noise for babies, fan sounds, spaceships, Tibetan bowls, waterfalls and rain with thunder. Whether you're trying to study for a test, focus at work, fal ...
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Unclouded is your pocket wellbeing companion. This podcast is for those times when you need to cope with stress, sort out the clutter of your mind and find focus and happiness in the challenges of everyday life. Offering tips and techniques for mindful living, and easy to do exercises and meditations, Unclouded features Dr. Barry Kerzin and is recorded from a variety of locations around the world. Barry is a physician and Buddhist Monk who, when he isn’t travelling with his work, lives in Dh ...
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Escape into real, immersive soundscapes—recorded in the wild. The Rest is Rest brings you high-fidelity field recordings from nature, creating an authentic auditory experience that helps with deep sleep, relaxation, focus, and mental health. Unlike artificial loops or synthetic sounds, our episodes transport you to real locations—from ocean shores to deep forests, from urban rooftops to mountain streams—captured with professional recording gear to provide a truly immersive slow audio experie ...
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Thank you for checking out the Mindful Cup podcast. Whether you are new to mindfulness or have an established meditation practice, we welcome you to this space. In these conversations, we will explore the ways mindfulness gives us access to the deep wisdom, well-being and wholeness that reside within each of us. Jess is excited to provide you with these inspiring talks on mindfulness, as well as practical meditations to support you on your mindfulness journey.
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Sufism is one of the paths that explains and guides us towards our inner spiritual being, to that part of us that is beyond the senses. It brings us to a place where there is the possibility of experiencing an entirely different way of existence. This is an inner journey that opens our hearts to the treasures found within the qualities of God. Sufism explains that to do this we need to change our focus from an elemental existence to a spiritual existence.The Sufi path teaches us that there i ...
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The Alger Podcast features Alger Investment Professionals and Industry Experts, giving timely market and sector updates. For more information, visit: www.alger.com
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Relaxing Sleep Meditation Music, White Noise and Ambient & Nature Sounds from the people who bring you the Sleep Cove Podcast. Sleep & unwind with relaxing nature sounds, calming ambient noise and binaural sleep music. This Calm Cove Podcast is perfect for adults and babies who struggle to sleep, so relax and be calm while listening to these sleep sounds to help you drift off. Including white noise, nature sounds, streams & oceans and meditation sounds. I hope you enjoy it. To listen to slee ...
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Welcome to Study Sounds – The Ultimate Soundtrack for Focus, Productivity, and Calm Struggling to stay focused? Distracted by noise? Searching for the perfect background sound to elevate your concentration and motivation? You just found it. Study Sounds is the podcast designed to be your personal companion during deep work, study sessions, reading time, and any task that requires sustained mental clarity and calm. Whether you’re a student preparing for finals, a remote worker powering throug ...
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Join Izzy Judd to escape the noise of daily life through the power of music and meditation in the ultimate therapeutic podcast. Experience guided meditations covering themes such as refining work life balance, winding down for the night and easing social anxiety from a range of experts enhanced by an immersive classical soundtrack. And if you want the guided meditations without the chat, each one is available separately as a Ten Minute Meditation.
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Aka, "Our Practice: Sharing" is a Returning to our Senses, Why? Who we are, forgotten, taken for granted, most likely, this describes all of us, then Remembering is important, which will lead us to realize how very much more similar we are than we usually think... Got around fifteen minutes, Let me help plant some seeds in your Soul. Mindfulness results from widening one's perspective in meaningful ways. It is more than just using meditation as a tool, it is how you use it that opens the doo ...
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Audio versions of fund manager letters and stock pitches. Subscribe now so you don't miss an episode.
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Welcome to No Bollocks with Matt Haycox, the business podcast for entrepreneurs, CEOs, and anyone who wants to build big without the bullshit. I’m Matt Haycox: investor, founder, and straight-talking business mentor. I’ve funded nearly £1 billion in UK business loans, bounced back from bankruptcy, and now own and advise multiple 7- and 8-figure companies across sectors, from property and e-commerce to finance and hospitality. This podcast cuts through the noise. No bollocks. No gurus. Just r ...
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Welcome to Flow State - Designed to help you focus! Spotify has discontinued Music + Talk, so I'm now hosting the music here: www.BobbyFlowState.com/playlist. I'm your host, Bobby Lyte, a DJ and producer, here to provide a curated playlist of minimal, instrumental, electronic music - the soundtrack to your work. The show follows the Pomodoro technique - 30 minutes of music for you to work to, followed by a 5 minute break.
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This show is dedicated to helping you identify the belief systems, the mindsets, the very definitions that have held you back and then help you break through those limitations to finally create the life you’ve been working so hard to achieve. From mindset to marketing and everything in between, we talk about it all.
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Join Premium! Ready for an ad-free meditation experience? Join Premium now and get every episode from ALL of our podcasts completely ad-free now! Just a few clicks makes it easy for you to listen on your favorite podcast player. Become a PREMIUM member today by going to --> https://WomensMeditationNetwork.com/premium Join our Premium Sleep for Wome…
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Crypto Corner: Technicals, Bitcoin Reserve, PYPL New Crypto Payment Tool
12:16
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12:16Jenny Horne and Nate Peterson examine the latest trends in the cryptocurrency markets including a technical deep dive on the charts of Bitcoin (/BTC), Ethereum (/ETH) and Solana (/SOL). Later, the duo discusses ongoing efforts in Washington D.C. to create a "Strategic Bitcoin Reserve" and PayPal's (PYPL) latest peer-to-peer crypto payment tools. ==…
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Stock Market Today: Fed Cuts 25bps, NVDA v. BABA, Waymo Partners With LYFT
2:14
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2:14Market closed mixed after the FOMC voted to cut interest rates by 25bps and issued a median projection of 50bps worth of cuts for the rest 2025. Nvidia (NVDA) continued to sell-off as China doubles down on rhetoric against the company. Lyft Inc. (LYFT) drove a big rally after Alphabet's (GOOGL) Waymo tapped the company for an autonomous ride partne…
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NVDA, China & STUB IPO: Final Thoughts Beyond Fed Day
6:03
6:03
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6:03While the FOMC captured the market's attention Wednesday, Marley Kayden and Sam Vadas discuss other prominent headlines that will affect trading action ahead. They talk about Stubhub's (STUB) public market debut that began strong before the stock traded down. On the A.I. front, Nvidia (NVDA) battles China headwinds while Chinese tech stocks like Al…
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The Fed's rate cut has been the main event in today's market action, with potential ripple effects on various industries, including housing. Frontdoor CEO Bill Cobb says the rate cut was expected, but the Fed chair's comments suggest more cuts may come next year, albeit in smaller amounts. This could be a boost for the housing market, which has bee…
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Overlooked Stock: Bulls Back TKO's Growing Sports Media Empire
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5:45From wrestling to its growing sports media empire, George Tsilis notes bullish optimism growing behind TKO Group (TKO). He talks about recent analyst notes signaling more gains on top of its 72%-over-year rally. George offers a closer look at TKO's financials and history to offer perspective behind the analyst sentiment. ======== Schwab Network ===…
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AAPL Struggles to Break Out Amid Lagging Mag 7 Performance
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5:50Apple (AAPL) has underperformed its Mag 7 peers primarily due to how investors view its A.I. positioning. Rick Ducat analyzes how Apple has recently hit a key resistance level where it struggled to break out of. He gives investors insight into other key levels and options activity to watch in sessions ahead. ======== Schwab Network ======== Empower…
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CleanSpark (CLSK) CEO on Data Center Outreach, Secret Value of Bitcoin
8:46
8:46
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8:46CleanSpark CEO, Matt Schultz, joins Market on Close to discuss how the Bitcoin miner is diversifying from the crypto space and into the A.I. industry. The company owns 33 data centers and focuses more on small communities, a demographic Matt considers underserved in CleanSpark's industries. He also talks about Bitcoin serves as a flexible resource …
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Hakimian: Fed Faces ‘Crisis of Credibility’ as Both Sides of Dual Mandate ‘Move Away From Them’
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9:45
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9:45Spencer Hakimian says the Fed statement was more dovish than expected, but the press conference was more hawkish, creating a market whipsaw. “Both sides of their dual mandate…are moving away from them.” Spencer looks at inflation and labor markets and discusses the “crisis of credibility” for the Fed. He looks ahead to the jobs report tomorrow as t…
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Green: ‘I Don’t Think Anyone Believes the Fed is not a Politicized Institution’
8:56
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8:56Michael Green reacts to the FOMC lowering rates by 25-basis-points and the projected rate cut path. “The Fed had to cut in response to the weaker economic data,” he argues, noting the Fed previously downgraded its growth outlook. One of the key worries, though, is the top-end consumer, which is accounting for a greater and greater portion of spendi…
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Lonski: "Near Disappearance" of Jobs Growth Needs to be Fed's No. 1 Priority
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6:50
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6:50Immediately following the FOMC's decision to cut interest rates by 25bps, John Lonski turns to the Fed's path forward. He points to a "near disappearance" of jobs growth as a critical focus for the committee in the coming months. He adds that weakness in the labor market can create more cracks in the inflation picture, believing more rate cuts are …
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FOMC Cuts Rates by 25bps, Median Projection Shows 50bps More Coming
4:45
4:45
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4:45The FOMC cut interest rates by 25bps, which was widely expected by markets. Additionally, median projections for a path forward indicate 50bps worth of cuts coming later in 2025. Kevin Hincks helps investors digest the market reactions and explains what the initial report means heading into Fed chair Jerome Powell's press conference. ======== Schwa…
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Perkins: Energy Grid Increasingly Fragile, Beginning Era of Reduced Reliability
8:36
8:36
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8:36Tucker Perkins speaks to the latest developments in the energy market. He notes that refineries are pumping at record capacities but reserves aren’t rising, worrying him for the winter. He discusses the demands of electrification and the changing energy mix within the U.S. as more nuclear energy comes online. “The one issue we all have to become ex…
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LYFT's Waymo Partnership Accelerates Stock to 3-Year High
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6:19Lyft Inc. (LYFT) hit the gas on a new partnership with Alphabet's (GOOGL) Waymo. The company will help build out Waymo services and add its services onto the Lyft app later in 2026. Marley Kayden points investor attention to Uber Technologies (UBER) as it sells off on the headlines Wednesday. She also talks about Lyft's role in an expanding autonom…
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Ca$htag$: Darden Restaurants (DRI) ‘Moving in the Wrong Direction’
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7:34Likefolio’s Landon Swan says “everything’s moving in the wrong direction” for Darden Restaurants (DRI), noting an intense negative sentiment turnaround year-over-year. “People are passing on this brand right now,” he says of flagship Olive Garden, “they’re losing a lot of momentum.” He compares the stock price to their web visits data and notes rec…
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Fed Cut Anticipation: Hawks vs. Doves Debate 25-Basis-Point Reduction
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7:01CFRA's Sam Stovall and Max's Gary Zimmerman share their expectations for the Fed's announcement today, with both anticipating a 25-basis-point rate cut, but not necessarily agreeing that it's justified. Stovall believes Fed Chair Powell's commentary will sound hawkish, suggesting only one more rate cut this year, while Zimmerman points to the $5 tr…
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Housing Market Relief: Rate Cuts and AI in Mortgages
7:25
7:25
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7:25With all eyes on the Fed's FOMC decision, Vishal Garg breaks down the current state of the housing market and what to expect from potential rate cuts. Garg notes that while inventory is up and consumers are stepping back, rates have already fallen in anticipation of a cut, which could bring relief to the market. Garg also discusses how AI is revolu…
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TheoTrade's Don Kaufman expects the U.S. dollar to rally after the FOMC's interest rate decision, a big reason behind his bearish stance on the SPDR Gold Shares ETF (GLD). He also explains his bearish position on Walt Disney (DIS) and his bullish take on Caterpillar (CAT). Don offers example options trades for his Big 3 while Rick Ducat offers a gl…
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Analyzing Ramp Higher in VIX Options, GLD's Continuing Rally
6:45
6:45
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6:45Market Rebellion's Pete Najarian analyzes volatility heading into Wednesday's FOMC meeting, which he expects to result in a 25bps interest rate cut. He notes that VIX options saw a spike Tuesday, showing that investors are bracing for volatility to ramp higher. Pete notes that gold's continuing rally has been another corner of the market seeing exp…
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Meyers: DRI Affordability Focus & Consumer "Trade Up" Offer Stock Strength
6:18
6:18
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6:18Jamie Meyers serves his take on Darden Restaurants (DRI), which reports before Thursday's opening bell. He sees the company positioning itself strongly post-COVID through a focus on affordability. Jamie adds that a "trade up" in consumers seeking better restaurant experiences will give the stock more breathing room. Tom White offers an example opti…
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iPhone 17 Pre-Orders Leave Analysts Mixed on AAPL
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6:39After Apple's (AAPL) "Awe Dropping" event left investors and market experts largely disappointed on the lack of A.I. commentary, Marley Kayden notes a more mixed picture when it comes to iPhone 17 pre-orders. She talks about the differing commentary from several analysts on sales expectations in the U.S. and abroad. Prosper Trading Academy's Scott …
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Market Concentration "Yellow Flag" Ahead of FOMC, Bond Rally Not Expected
5:48
5:48
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5:48Concentration risk in the Mag 7 and the communications services sector is something that Charles Schwab's Kevin Gordon considers a "yellow flag." He wouldn't be surprised if there's a pullback on weakness in those names, or if the Fed signals more hawkish-than-expected commentary from Wednesday's meeting. Kathy Jones tells investors to watch bonds.…
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Emons: Fed Will Cut 50 Basis Points to Get Ahead of Unemployment
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5:40Ben Emons expects a 50-basis-point cut, even though the market predicts a slim chance of that big a move. He argues that we’re in the same position as we were last year, and the Fed will try to “get ahead of the unemployment rate.” He thinks the Fed no longer believes inflation is the biggest issue facing the economy and that precludes a “hawkish” …
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Markets Will "Make a Move Today:" Watch SPX & KRE Into FOMC Meeting
3:17
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3:17Kevin Green expects significant market moves once the Fed announces its interest rate decision and releases its economic projections. He points out levels to watch in the SPX in the event of a notable upside or downside move. Also watch regional banks, as Kevin notes technicals in the SPDR S&P Regional Banking ETF (KRE) signaling a potential breako…
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How Many Home Buyers Can A Rate Cut Bring to Market?
7:41
7:41
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7:41Dolly Lenz & Jenny Lenz preview the Fed’s expected rate cut and discuss the impact on real estate markets. They argue that a 1% decrease in rates means buyers can afford a 10% more expensive house, meaning that even a small cut can have a big impact and bring people off the sidelines. They discuss regional supply trends in places like Florida and N…
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Prior NFLX Downgrade "Mistake," WDAY & ZG Upgrades
5:23
5:23
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5:23Loop Capital upgraded Netflix (NFLX) to a buy from hold and called its prior downgrade of the stream giant a "mistake." Diane King Hall dives into the commentary that includes how Netflix's content drives profits. Piper Sandler and Guggenheim both upgraded Workday (WDAY) due to "environment improvements" and a wider runway for growth. Diane also no…
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Corpina: Powell’s Comments Could Cause 3-4% Market Pullback
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9:51Jonathan Corpina previews Powell’s press conference after the Fed rate cut decision and how it could move markets. He thinks if his comments spook the market, there could be a “3-4%” pullback over the next few days. “The market is expecting a little more clarity” around the end of the year, but he expects Powell to remain vague. Jonathan also discu…
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NVDA China Woes Continue as BABA, BIDU Hit 52-Week Highs
5:28
5:28
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5:28Nvidia's (NVDA) China headwinds grow. Reports say Chinese internet regulators ordered companies not to buy the company's chips. Jenny Horne notes Nvidia's downside price action and rallies in Chinese A.I. stocks like Alibaba (BABA) and Baidu (BIDU) painting a mixed picture for the international chip trade. ======== Schwab Network ======== Empowerin…
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Hincks: FOMC's Economic Projections More Important than Today's Rate Cut
5:32
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5:32Today's session is all about the Fed. Kevin Hincks catches investors up to speed on the near-certain 25bps interest rate cut the FOMC is expected to announce in the afternoon. However, Kevin makes the case that the Fed's economic projections and future rate cuts will be more critical for investors. He later touches on the rise in weekly mortgage ap…
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Alibaba (BABA) shares rise after reports its A.I. chip received a big order from China's Unicom. Rick Ducat zooms out on BABA's chart going back to the peak-COVID pandemic levels to show how far it has fallen. Over the past year, Rick says its shares have risen to a +2 Standard Deviation channel showing significant moves over the last year. Later, …
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A 'Disperse' Dot Plot: Expectations from FOMC Decision
9:08
9:08
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9:08Daniel Siluk says some market participants are looking for a 50bps rate cut which he believes would indicate "panic." On the Fed's dot plot, he states it could be a little bit more disperse but adds that he doesn't really know any investors or traders that build a position based off of it. Daniel indicates that Jerome Powell's commentary will be cr…
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Versace: How Many Rate Cuts Will the Fed Telegraph?
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5:57Chris Versace joins Diane King Hall at the NYSE to discuss the Federal Reserve's pending rate decision, which has largely been priced in as at least a 25bps cut. He disagrees with some predictions that upwards of 6 rate cuts could be forecasted by the Fed. Chris chimes in on inflation pressures impacting retailers and consumers right now, and how t…
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Rachel Dashiell breaks down the recent price activity in Workday (WDAY). She points to the stock's relative weakness compared to the overall information technology sector over the past 90-days. On a longer term chart, she says there's a confluence of signals coming into place including the 50-day simple moving average below recent upward resistance…
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FOMC Decision Looms, NVDA Faces More Chinese Scrutiny
8:28
8:28
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8:28Kevin Green says technically the markets are still doing a "phenomenal job" hitting higher highs but the FOMC decision - especially its Summary of Economic Projections - will be key for future performance. KG says the addition of Stephen Miran to the Fed governors could add another dissenting voice to the central bank which will add another layer t…
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How does One Gain a sense of Focus & Concentration...
13:56
13:56
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13:56"Practice" doing common sensical, non-biased thinking, reinforcing thru paying attention, repeating, and analyzing for depth of perceiving and Validating in One's Own Be-ing. This is important, crucially, we are what we think. And, we need to continually become, again and again and again! Why(?) So many distractions we need to gently move aside fro…
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White Noise Sounds for Sleeping Black Screen | 8-Hour Bedtime Sounds for Sleepy Minds
8:00:14
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8:00:14Sink into a restful night with the steady sound of white noise for sleeping. The sound of white noise can create a calming environment that promotes relaxation and stress relief. This consistent sleep white noise also helps block out distractions, making it easier to fall asleep after a busy day. Whether you’re dealing with insomnia, a noisy neighb…
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Powell Has "No Reason" to Go Against Market, Measuring FOMC Volatility
9:55
9:55
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9:55Zed Francis says Fed chair Jerome Powell "waved the white flag" at Jackson Hole, believing he listened to calls from his committee that it was time to signal a rate cutting cycle. He says there's "no reason to go against the market" and expects a 25bps rate cut. When it comes to cuts ahead, Zed sees the committee setting up a "game plan" for the do…
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Hey, it’s Katie and I want to welcome you to this special bonus episode. It’ll be here for you completely ad-free for the next week so you can get a feel of what it’s like to be a PREMIUM member. If you’d like an easy ad-free experience for all of our podcasts - that’s over 200 episodes each month, then JOIN PREMIUM today at https://WomensMeditatio…
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Tuchman: 50bps Rate Cut "Warranted" but Unlikely, Keep Tariff Picture in Mind
9:42
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9:42Ahead of Wednesday's interest rate decision, Peter Tuchman talks about the possibilities of a 25bps rate cut and a 50bps. In the event of a 50bps cut, he expects a "kneejerk" market reaction to the downside. On the tariff front, Peter warns that consumers still haven't experienced the true impact of tariffs no matter what the Fed's decision ends up…
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Stock Market Today: ORCL Juggling TikTok, GOOGL UK Investment, WBD Sell-Off
2:18
2:18
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2:18Markets were fairly muted ahead of Wednesday's FOMC interest rate decision, though all major indices slipped below the flat line. Oracle (ORCL) was one stock that saw notable gains after President Trump and other reports hinted at its connection to a tentative deal involving TikTok. Alphabet (GOOGL) will make a $6.8 billion commitment to build A.I.…
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Join Premium! Ready for an ad-free meditation experience? Join Premium now and get every episode from ALL of our podcasts completely ad-free now! Just a few clicks makes it easy for you to listen on your favorite podcast player. Become a PREMIUM member today by going to --> https://WomensMeditationNetwork.com/premium Join our Premium Sleep for Wome…
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Disney Takes Stake in WBTN, Stock Rallies 40%
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7:15Walt Disney (DIS) just turned the page on its partnership with Webtoon (WBTN). The digital comic book company rallied to August 2024 highs after Disney added a 2% stake in the company. This comes on the back of a partnership penned by both companies last month. George Tsilis talks about what puts this company in a unique position outside the partne…
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Analyzing Options Behind CRWV, Contracts Key Behind Bullish Drive
5:54
5:54
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5:54CoreWeave (CRWV) has seen eye-watering price action ever since its IPO in March. Rick Ducat notes the OpenAI and Nvidia (NVDA) contracts driving a lot of that movement but adds that not all analysts have a bullish take on the stock. He points out key options activity and levels investors should watch in the weeks ahead. ======== Schwab Network ====…
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Bot Auto CEO on Successful Autonomous Test & TSLA Navigating Regulatory Hurdles
7:27
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7:27Bot Auto CEO, Dr. Xiaodi Hou, joins Market on Close to talk about his company's successful humanless test drive of a truck in Houston. He talks about how the test worked and the tech behind it. On Tesla (TSLA), Hou credits the company for advancing regulatory measures in the U.S. and explains where he sees the autonomous industry down the road. ===…
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Retail's Resilient Holiday Season: E-Commerce and AI Drive Growth
7:58
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7:58Tony D'Onofrio shares his retail sales takeaways, noting a strong holiday season ahead despite economic headwinds. He discusses how retailers are adapting to supply chain challenges, including inventory distortion and tariffs, and the growing importance of e-commerce and direct-to-consumer sales. He also highlights the potential of AI in retail. ==…
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Hawkish Cut or the Beginning of Dovish Cycle? Previewing the Fed Rate Announcement
6:55
6:55
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6:55Brian Mulberry and Ryan Stever preview tomorrow’s Fed announcement. Ryan doesn’t see the “alarm bells ringing” for a rate cut and doesn’t see a long-term rate cut cycle as necessary. Brian is focused on the language out of the Fed, saying a cut tomorrow is priced in so what’s important is what they see ahead. Ryan maintains that the Fed’s independe…
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Nelson: ORCL "Bleeding Cash," Valuation "Blind Spot" in Markets
7:06
7:06
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7:06The Fed has been "too restrictive for too long," says David Nelson. He says an interest rate cut tomorrow will give the markets some breathing room as the economy faces pressure on the jobs front. David later talks about stocks, including Oracle (ORCL), where he has doubts of its recent guidance. He points to the company "bleeding cash" as a concer…
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Cosmo Jiang from Pantera Capital discusses Helius Medical Technology (HSDT), a neurotech firm, shifting to Solana Treasury Company. He explains why Solana is their cryptocurrency of choice and discusses fundraising around $1.2 billion for the project. Solana is a “free cash flow producing” token, he notes, and argues that in the coming years, finan…
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Thorne: Why is Fed Using ‘Outdated’ BLS Data Models?
8:37
8:37
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8:37“We’ve just got to accept that the BLS is living in the 1950s,” Jim Thorne exclaims, making the case to disregard the jobs reports. “Why the heck is the Fed…[anchoring] only off of that?” He thinks the Fed should have been cutting “long ago.” Cuts today take “at least two years” to kick in, so a cut this week may not be the quick fix markets are ho…
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WBD & PSKY Merger: Saving Linear TV or Monopoly in the Making?
5:34
5:34
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5:34TD Cowen downgraded Warner Bros. Discovery (WBD) over risk/reward concerns if a reported bid from Paramount Skydance (PSKY) falls through. George Tsilis talks about the delicacies of the deal and concerns on it building a potential monopoly. On the other end, George highlights hope from investors it can reinvigorate linear TV and cut costs for both…
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