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Retire on Rentals

Nicholas Cook

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We educate investors and potential investors on the in's and out's of investing in rental property. We focus on residential and multifamily investing, but include commerical, storage, mobile home parks, and more. We interview industry experts on tax strategies, property management, vendor selection, syndications, capex, and more.
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Welcome to Defining Hospitality, the podcast focused on highlighting the most influential figures in the hospitality industry. In each episode we provide 1 on 1, in depth interviews with experts in the industry to learn what hospitality means to them. We feature expert advice on working in the industry, behind the scenes looks at some of your favorite brands, and in depth explorations of unique hospitality projects. Defining Hospitality is hosted by Founder and CEO of Agency 967, Dan Ryan. W ...
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Movers & Makers explores the future of American manufacturing with Diagon co-founders Will Drewery (former Tesla equipment buyer) and Greg Smyth (VP Business Development & former supply chain professional). Get insider insights on equipment procurement, CapEx purchasing, factory automation, and supply chain strategy from industry veterans who've sourced billions in manufacturing equipment across automotive, aerospace, semiconductors, energy, and industrial production. From production enginee ...
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Excess Returns

Excess Returns

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Excess Returns is dedicated to making you a better long-term investor and making complex investing topics understandable. Join Jack Forehand, Justin Carbonneau and Matt Zeigler as they sit down with some of the most interesting names in finance to discuss topics like macroeconomics, value investing, factor investing, and more. Subscribe to learn along with us.
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Hidden Forces

Demetri Kofinas

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Get the edge with Hidden Forces where media entrepreneur and financial analyst Demetri Kofinas gives you access to the people and ideas that matter, so you can build financial security and always stay ahead of the curve.
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The laws of macro investing are being re-written, and investors who fail to adapt to the rapidly changing monetary environment will struggle to keep pace. Felix Jauvin interviews the brightest minds in finance about which asset classes they think will thrive in the financial future that they envision. Follow Felix: https://twitter.com/fejau_inc Follow Forward Guidance: https://twitter.com/ForwardGuidance Subscribe on YouTube: https://www.youtube.com/@ForwardGuidanceBW Follow Blockworks: http ...
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IGEL provides the next-gen edge OS for cloud workspaces. Their solutions offer you extreme CAPEX hardware cost savings, sharply reduced ongoing operating expenses, and a more secure and manageable endpoint management and control platform across nearly any x86 device. We will discuss the endpoint trends in the industry, IGEL updates, and general news. XenTegra is THE preferred IGEL partner
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Focused Compounding

Andrew Kuhn and Geoff Gannon

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🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/special/focused 📚 Explore our backlog: Click here: https://focusedcompounding.com/blog/ 📈 QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound ✉️ Email: [email protected] Important: Read our Disclaimer: https://focusedcompounding.com/disclaimer/
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Art of Boring

Mawer Investment Management Ltd.

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Listen as Mawer Investment Management Ltd. takes a deeper dive into the investment philosophy and strategies that have helped put the odds in their clients' favour for over 50 years.
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Complexity Premia

Coolabah Capital Investments

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Welcome to the Complexity Premia podcast from Coolabah Capital, which is hosted by Christopher Joye, CIO and portfolio manager of Coolabah Capital, and Ying Yi Ann Cheng, a portfolio management director. The Complexity Premia podcast strives to deconstruct modern investment problems for wholesale (not retail) participants in capital markets. If this recording contains reference to any financial products, that reference does not constitute financial advice or a recommendation, and may not be ...
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The Infrastructure Investor Podcast delves into the latest trends in private infrastructure investment, bringing you insightful interviews with many of the industry’s most influential leaders, as well as original analysis from our award-winning team of journalists.
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Axel Ragnarsson speaks with successful real estate investors and dissects how they started, built, and scaled their businesses. In each episode, listeners can expect tactical and actionable information to help grow their business and real estate portfolio.
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The Cannabis Accounting Podcast discusses the ins and outs of cannabis/cbd/hemp accounting. Topics include 280E, chart of accounts, starting & growing your own firm, overcoming software challenges, and more! Looking to get into cannabis accounting? To learn more visit dopecfo.com.
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Welcome to IGEL Weekly, the podcast that explores the future of endpoint management and cloud workspaces. Hosted by XenTegra, this show dives deep into IGEL’s next-generation edge OS solutions. Discover how IGEL delivers extreme hardware cost savings, reduced operating expenses, and a more secure, streamlined platform for endpoint management across nearly any x86 device. Each week, we’ll unpack the latest industry trends, IGEL updates, and actionable insights to help you optimize your IT env ...
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MeatingPod

Meatingplace Magazine

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MeatingPod is the podcast of Meatingplace, the premier magazine and news source for the meat and poultry processing industry. Each week, our award-winning editorial teams put you in the room as we interview industry thought leaders in business, plant operations, marketing, science and technology on the topics that matter to our community. Tune in on Mondays and get the inside track on the people and processes that power the protein supply.
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The Razor’s Edge

Shortman Studios

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The Razor’s Edge is an investing podcast that combines a prop trader’s viewpoint and deep-dive fundamental research to provide a unique take on the markets. The show is co-hosted by Akram’s Razor, a trader, tech enthusiast, meat lover, Marvel fanboy, battle tested activist short-seller and humble market servant, and by Daniel Shvartsman, VP of Content at Investing.com and someone who has seen thousands of investing pitches and ideas and how they play out over the past decade. The duo start w ...
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🎓 Get free access to our 12-module Masterclass and start your journey today at TheWealthElevator.com/master. The Wealth Elevator is your ultimate guide to financial freedom. From my humble beginnings buying small rental properties in 2009 as an W2 working engineer to becoming a general partner in over $2.1 billion in assets, we reveal the three-step wealth-building system, covering: 🚀 Alternative investments to diversify your portfolio 💰 Tax income strategies for financial independence 🏦 Inf ...
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A weekly podcast from GlobalCapital, the capital markets news service based in London and New York, discussing its most interesting stories from around the world. Every Friday, listen to lively discussion about the very latest themes, the most innovative and important bond and equity issues and syndicated loans and much more from the capital markets. This podcast is for anyone working in - or who wants to work in - the capital markets from investment bankers, to funding and treasury official ...
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This Podcast is ideal for people who are already working in the property and construction industries. Whether you just want to get to grips with the world of Building Surveying, a Surveyor looking to get Chartered or maybe just looking for some quick learns to upskill yourself - this is the place for you! Tune in for regular episodes and make sure to check out our other podcast - Cardoe Martin's A-Z of Building Surveying. Cardoe Martin is a dynamic and modern property consultancy specialisin ...
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00:00 Intro 00:50 Berkshire buying $GOOGL: AI revenue 06:35 Mag7 heavy capex 12:30 Circular nature of AI 16:27 Thoughts on the $NFLX / $WBD deal 29:00 $FISV / $LRN massive sell-off 43:00 Insurance business heading into 2026 45:50 Housing industry 51:00 Capital cycles 🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrag…
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In this episode, editor-in-chief Bruno Alves sits down with Waldemar Szlezak, KKR’s global head of digital infrastructure. In a wide-ranging discussion, they address whether there's a bubble forming around AI infrastructure and why parts of the market are overheating during one of the fastest capex cycles in tech history. They then explore the life…
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Welcome to the Complexity Premia podcast by Coolabah Capital, hosted by Christopher Joye, Chief Investment Officer and Portfolio Manager at Coolabah Capital, and Ying Yi, a Senior Portfolio Management Director at Coolabah Capital. The Complexity Premia podcast strives to deconstruct modern investment problems for wholesale (not retail) participants…
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Monetary Matters listeners can get 20% of Prometheus Macro Substack here: https://www.prometheus-macro.com/subscribe?coupon=a60c1c9f Aahan Menon, founder of Prometheus Macro and a trusted "quant's quant" for sophisticated hedge funds, joins Jack Farley to explain why his models are signaling a meaningful shift down in risk. While previously strikin…
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As market murmurs about an AI bubble, our Head of Corporate Credit Research Andrew Sheets offers some perspective on the impacts of the increasing demand for debt. Read more insights from Morgan Stanley. ----- Transcript ----- Andrew Sheets: Welcome to Thoughts on the Market. I'm Andrew Sheets, Head of Corporate Credit Research at Morgan Stanley. T…
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In this episode of Excess Returns, we talk with Carl Kaufman, Co-President and Co-CIO of Osterweis Capital Management, about navigating today’s fixed income landscape. Carl breaks down the major segments of the bond market, explains how credit and interest rate cycles interact, discusses private credit risks, and shares how he builds durable, low-v…
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This week, we discuss NVIDIA’s latest earnings, how shifting credit dynamics could reshape the next phase of the AI boom, what the Fed’s mixed signals really imply for markets, and why global FX moves are sending quiet warnings. We also dig into the surprising forces driving crypto’s recent washout and what they may signal about the road ahead. Enj…
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Budgeting for CapEx vs. OpEx can feel like a tightrope walk, but getting it right is critical for profitability in Cannabis businesses. In this episode, DOPE CFO Certified Advisor Raymond Guns, CPA, sits down with Max Jackson, Founder of Cannabis Wiseguys, to share actionable insights from cultivation operations across the U.S. What You’ll Learn: -…
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AI is reshaping corporate investment priorities at breakneck speed, with the US private sector pledging trillions in capital expenditures to power the next wave of innovation. Investment waves have affected currencies before, yet, for now, FX markets remain focused on near-term narratives and tactical considerations. Could this structural shift in …
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We're back! With a lot happening in the last (checks notes) 22 months (!), but also not a lot changing, Akram's Razor and Daniel wade back into the market to talk about what's happening with Artificial Intelligence and everything around it. Specifically, we try to understand whether the cap-ex side of this trade is getting long in the tooth, and wh…
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In Episode 449 of Hidden Forces, Demetri Kofinas speaks with Chase Taylor, head of research at Bulwark Capital Management and founder of Pinecone Macro Research about investment opportunities around the buildout of the new "electric stack" and the AI CapEx Boom that relies on them. Chase and Demetri spend the first hour of this episode exploring hi…
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Send us a text ◆ Private credit, banks or securitization — which one is regulated too lightly? ◆ How AI capex will affect Europe's bond market ◆ What do defence bonds achieve? Two senior UK bankers were in the House of Lords this week pleading for lighter regulation in the face of competition from private credit and their US rivals. One, Michael Ro…
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Planning ahead properly for major capital investments faces many barriers, from day-to-day challenges that make it hard to focus on long-term horizons to the shiny new technologies rolled out at trade shows that promise labor savings and soaring profitability. Proper long-term planning needs focused attention, air and space, and the right people in…
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We are including this episode from our separate show Teach Me Like I'm Five in the Excess Returns feed. If you would like to continue receiving new episodes, subscribe using the links below. In the episode, we sit down with Business Breakdowns host Matt Reustle to discuss how he breaks down businesses and the common characteristics that the best bu…
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On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss the latest tech news stories that made headlines. This week's handpicked topics include: The Decode US, Saudi tout new business deals at investment forum https://www.reuters.com/world/middle-east/saudi-crown-prince-seeks-burnish-image-with-corporate-americas-top-e…
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Today's episode is brought to you by Teucrium. Learn more at: https://bit.ly/4gfI0fe Erik Norland, Chief Economist at the CME Group, joins Jack Farley to discuss the wild volatility in commodity markets. With Silver up over 80% in the past year, Erik breaks down the technological shift from photography to solar panels that is driving demand. They d…
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In Episode 452 of Hidden Forces, Demetri Kofinas speaks with Iain McGilchrist, a neuroscientist and author of The Master and His Emissary and The Matter with Things. His work on the divided brain has helped millions of people find wisdom, meaning, and guidance for living in the modern world. Iain and Demetri begin their conversation exploring McGil…
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Sustainability in the meat supply chain is everybody’s business, and everybody needs to do their part to move the industry forward in this regard. Coordinating the efforts of every link in the domestic poultry chain, from feed to final sale, is the U.S. Roundtable for Sustainable Poultry & Eggs. This group organizes the discussions — and ultimately…
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In this episode of Excess Returns, Graeme Forster of Orbis joins us to discuss two major research papers: Six Courageous Questions for 2026 and Sunrise on Venus. We explore how long-running global trends may be reversing, what that means for U.S. dominance, the future of international and emerging markets, the risks and opportunities created by AI …
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Live from the Morgan Stanley Global Consumer & Retail Conference, our analysts discuss how AI is reshaping the future of shopping in the U.S. Read more insights from Morgan Stanley. ----- Transcript ----- Michelle Weaver: Welcome to Thoughts on the Market. We're coming to you live from Morgan Stanley's Global Consumer and Retail Conference in New Y…
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On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss the latest tech news stories that made headlines. This week's handpicked topics include: THE DECODE AWS re:Invent - Recap https://aws.amazon.com/blogs/aws/top-announcements-of-aws-reinvent-2025/?sc_channel=sm&sc_publisher=TWITTER&sc_country=global&sc_geo=GLOBAL&sc…
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Send us a text ◆ Private credit and equity to come under oversight for first time... ◆ ... as Bank of England eases burden on banks... ◆ ... amid global shift to lighten up on lenders, with ECB expected next Alternative asset managers will finally come under the Bank of England's scrutiny, the central bank and regulator said this week. We discuss i…
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This week, we discuss why the economy feels strong on paper but fragile underneath, from debt-fueled spending and AI-driven growth to rising concentration and growing policy distortions. We also explore where the pressure is really building, the metals trade, and what could break next as 2026 approaches. Enjoy! — Follow Tyler: https://x.com/Tyler_N…
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In the volatile cannabis market, restructuring is often not a sign of failure but a strategic move toward stability and long-term success. DOPE CFO Certified Advisor Raymond Guns, CPA, sits down with industry expert Mike Siebold for a candid discussion on the realities of building, scaling, and restructuring cannabis businesses. Drawing on experien…
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Live from the Morgan Stanley Global Consumer & Retail Conference in New York, our analysts discuss the latest macro trends and pressures impacting the U.S. consumer. Read more insights from Morgan Stanley. ----- Transcript ----- Michelle Weaver: Welcome to Thoughts on the Market. We're coming to you live from Morgan Stanley's Global Consumer and Re…
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James Grant, legendary founder of Grant’s Interest Rate Observer, joins us for a wide-ranging conversation on cycles, interest rates, inflation, credit, the Federal Reserve, private markets, gold, and the future of investing. Grant brings five decades of historical perspective to today’s market extremes, explaining why this era of ultra-low interes…
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Our Global Head of Fixed Income Research and Public Policy Strategy Michael Zezas and Chief Global Cross-Asset Strategist Serena Tang address themes that are key for markets next year. Read more insights from Morgan Stanley. ----- Transcript ----- Michael Zezas: Welcome to Thoughts on the Market. I'm Michael Zezas, Global Head of Fixed Income Resea…
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In this episode, Aahan Menon of Prometheus Macro digs into why the economy feels strong on the surface but uneasy beneath it, the AI investment boom propping up profits, and why the bond market can’t find its footing. We also explore why traditional recession playbooks are breaking down, the transmission of liquidity and monetary into markets, and …
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How do you decide where, and whether, to grow in a way that’s strategic, sustainable, and aligned with your organization’s values? In this episode, Dan Ryan sits down with Paul Sacco, Chief Growth and Development Officer at PM Hotel Group, to unpack the real thought process behind geographic expansion, from evaluating new markets to choosing the ri…
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Our South Asia Energy Analyst Mayank Maheshwari discusses how the unprecedented demand to power AI is set to transform the power industry for years to come. Read more insights from Morgan Stanley. ----- Transcript ----- Mayank Maheshwari: Welcome to Thoughts on the Market. I’m Mayank Maheshwari, Morgan Stanley’s South Asia Energy Analyst. Today: ho…
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In this episode, we’re joined again by Jim Paulsen to break down the key themes shaping markets and the economy heading into 2026. Jim explains why policymakers may be fighting the wrong battle, why real sustainable growth has quietly collapsed over the past 20 years, and how shifts in policy, demographics, productivity, inflation, and investor psy…
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Axel sits down with Jake Heller, co-founder of the AI for CRE Collective, for one of the most tactical and implementation-focused conversations ever released on the Multifamily Wealth Podcast. This is a killer episode in how multifamily investors can begin adopting AI today to streamline underwriting, automate repetitive tasks, speed up market rese…
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📚 Unlock the secrets to building wealth! My book and 12-module Masterclass cover everything I’ve learned about passive investing and creating financial freedom. Watch it on-demand for FREE: http://thewealthelevator.com/master 🤝 Join the Hui Deal Pipeline Club and get a one-on-one call with me to discuss your investment goals: https://thewealtheleva…
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The rise of real-time trading platforms, combined with steady 401(k) inflows, has amplified wealth effects – making retail investors acutely aware that fluctuations in equity markets directly influence their perceived financial well-being, with over 30% of household net worth tied directly to equities*. As Alex Altmann puts it, “the stock market no…
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Pathogens are an invisible yet costly threat to cannabis cultivators, capable of devastating entire grows and causing millions in losses. DOPE CFO Certified Advisor Raymond Guns, CPA, sits down with Melanie Nash, CEO of TUMI Genomics, to discuss how early pathogen detection is transforming cannabis operations. From her beginnings in retail manageme…
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Our Co-Heads of Securitized Product Research Jay Bacow and James Egan discuss the outlook for mortgage rates and the U.S. housing market in 2026. Read more insights from Morgan Stanley. ----- Transcript ----- Jay Bacow: Jim, why did the cranberry turn red? James Egan: Please enlighten me. Jay Bacow: Because it saw the turkey dressing. Jay Bacow: I …
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In Episode 451 of Hidden Forces, Demetri Kofinas speaks with author and long-time China analyst Dinny McMahon about the Chinese leadership's efforts to redesign China's economic model in the face of structural headwinds to growth, mounting trade barriers, and growing concerns in Western capitals about Chinese economic and military domination. The f…
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Regenerative agriculture is more than just a lot of syllables. The term is tossed around more and more often along the food supply chain, but what does that really look like on a day to day basis, for food producers and processors. Diestel Family Ranch in Northern California is an enthusiastic proponent of regenerative agriculture. Heidi Diestel jo…
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Learn more about the VanEck Rare Earth and Strategic Metals ETF: www.vaneck.com/REMXJack In this episode of Monetary Matters, Jack sits down with Michael Pettis, Senior Fellow at the Carnegie Endowment, to deconstruct the massive economic imbalances between China and the rest of the world. For decades, the global economy has relied on a specific me…
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In this special episode of Excess Returns, we share the most important investing lessons from more than 50 of our top guests. After asking more than 200 investors, strategists, academics, and market thinkers the same closing question about the one lesson they would teach the average investor, we compiled the most powerful, timeless, and repeatable …
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Original Release Date: October 31, 2025 Our Japan Financials Analyst Mia Nagasaka discusses how the country’s new stablecoin regulations and digital payments are set to transform the flow of money not only locally, but globally. Read more insights from Morgan Stanley. ----- Transcript ----- Welcome to Thoughts on the Market. I’m Mia Nagasaka, Head …
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In this episode of Excess Returns, Matt sits down with Ben Hunt to break down his new Epsilon Theory essay, World War AI. They explore how the US government, markets, and Big Tech are rapidly shifting the AI narrative from productivity and progress toward a national security arms race with massive implications for energy, capital, jobs, inflation, …
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Send us a text ◆ UK government guns for growth but did it miss? ◆ French fancy: FIG in favour again ◆ Pandas and Wontons with the AIIB After months of speculation, the UK government delivered its Autumn Budget this week. The country may have felt like it has been through the worst of times but are we about to enter the best of times? We pick throug…
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This Monetary Matters episode is brought to you by Fiscal AI. Save 30% off any paid tier at for Black Friday: http://fiscal.ai/mm Jack Farley & Max Wiethe breakdown Michael Burry’s big Nvidia short thesis and the recent projections from HSBC that Open AI will lose nearly half a trillion dollars between now and 2030. They also discuss the recent rep…
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The cannabis industry is evolving, and so are the tools and strategies to optimize cultivation practices. DOPE CFO Certified Advisor Raymond Guns, CPA, sits down with Jesse Porter, Director of Marketing and Sales at Harvest Integrated, to explore how data-driven cultivation and innovative climate solutions are improving cannabis operations. What Yo…
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This episode is brought to you by CAIA.nxt. Learn more about their alternatives education courses for investment advisors and get 10% off with code MMTEN: https://caia.org/content/welcome-monetary-matters-and-other-peoples-money-listeners In this episode of Monetary Matters, Jack welcomes Meb Faber, founder of Cambria Funds, to discuss the extreme …
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This week, we discuss the Fed’s whiplash on December rate-cut expectations, why markets are being driven more by positioning and volatility than fundamentals, and how AI-led CapEx is masking weakness across the real economy. We also dig into the Beige Book’s warnings on employment and AI-driven layoffs, the political pressure building into 2025, an…
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Original Release Date: October 10, 2025 Our U.S. Thematic and Equity Strategist Michelle Weaver discusses how the largest intergenerational wealth transfer in history could reshape saving, spending and investment behavior across America. Read more insights from Morgan Stanley. ----- Transcript ----- Michelle Weaver: Welcome to Thoughts on the Marke…
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