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Ed Elson interviews Michael Gapen about the Fed's interest rate decision and potential cuts, then breaks down Meta and Microsoft's earnings with Gil Luria, concluding with a detailed investment thesis for Adobe as a potential stock pick.
Scott and Ed analyze the complex geopolitical landscape, highlighting Trump's actions toward Jerome Powell, Venezuela, Greenland, and Iran, while also examining the evolving AI market and potential shifts in tech and investment strategies.
A compelling discussion of recent events including the Renee Goode shooting, Jerome Powell's resistance to Trump's intimidation, and shifts in political party identification that signal potential changes in the American political landscape.
In this quarterly Bitcoin Mastermind podcast, experts analyze geopolitical tensions, the potential impact of AI on economic models, cryptocurrency regulations, and Bitcoin's market dynamics while exploring global power shifts and technological disruption.
In a rare and unprecedented move, the Justice Department launched a criminal investigation into Federal Reserve Chair Jerome Powell, allegedly over building renovations, but widely seen as a political attempt to pressure Powell on monetary policy, which Powell forcefully rejected in a viral video statement.
The escalating tensions between the Trump administration and the Federal Reserve reach a new level as Jerome Powell is served with a DOJ subpoena, potentially threatening criminal charges over Fed building renovations, which Powell claims is an act of political revenge.
A comprehensive look at the 2026 housing market reveals potential opportunities for buyers with improving inventory, moderating mortgage rates, and strategies to make homeownership more accessible despite economic challenges.
Jan Hatzius and Ben Snider from Goldman Sachs discuss their economic and market outlook for 2026, highlighting strong earnings growth, the potential impact of AI, and expectations for continued economic resilience despite concerns about market concentration and productivity shifts.
Secretary Scott Bessent discusses the Trump administration's economic policies, including tariffs, Fed reform, affordability challenges, and the innovative "Trump accounts" program aimed at increasing financial literacy and equity ownership among Americans.
In a conversation with Nicolai Tangen, Ruchir Sharma discusses global market dynamics, the role of AI in economic growth, and potential shifts in the tech bubble and investment landscape.
Dan Ivascyn discusses the changing fixed income landscape, the potential for bond investments in 2025, and the opportunities in global markets amid evolving economic and political conditions.
Luke Gromen and Preston Pysh discuss the growing financial stress in the US system, highlighting liquidity challenges, Treasury funding risks, geopolitical shifts, and the potential for a significant economic disruption in the first half of 2025.
Jeffrey Gundlach discusses his bearish outlook on financial markets, warning of potential crises in private credit, overvalued assets, and unsustainable US government debt, while recommending investors diversify with non-US assets, gold, and cash.
Jim Grant discusses the current market euphoria, warning of potential speculative bubbles in Bitcoin, AI, and stocks, while highlighting the risks of excessive debt, overvaluation, and reckless financial behavior reminiscent of past market cycles.
As the dollar weakened unexpectedly despite tariffs and higher interest rates, global investors responded not by abandoning US dollar assets but by hedging their exposure through foreign exchange swaps, treating dollar investments increasingly like emerging market bonds.
Andrew Ross Sorkin delves into the economic parallels and human dynamics of the 1929 stock market crash, exploring the characters, speculation, and societal shifts that led to one of the most significant financial events in American history.
Lyn Alden discusses the potential decline of US dollar dominance, exploring the shift towards a multipolar currency system and the implications of fiscal dominance on global economic dynamics.
Claudia Sahm discusses the potential erosion of Federal Reserve independence and the economic implications if political control over monetary policy increases.
A deep dive into the potential risks to Federal Reserve independence, exploring how political interference could compromise monetary policy and potentially lead to economic instability.
Senator Rand Paul discusses the urgent need to address America's growing national debt, criticizing both Republicans and Democrats for excessive spending and warning about potential economic calamities. He also shares insights on topics ranging from trade and AI to gain-of-function research and the potential for conflict with China, emphasizing the importance of free markets, capitalism, and diplomatic nuance.
The podcast discusses the current trend of home mortgage refinancing, exploring why people are refinancing despite high interest rates, with a focus on cash-out refinancing for purposes like home renovations or debt consolidation. Later, the episode delves into target date funds, explaining how they work, their pros and cons, and providing advice for retirement investing based on a listener's question about optimizing their 401(k) target date fund.
Here's a two-sentence description for the episode: Mark Zandi, chief economist of Moody's Analytics, discusses the U.S. economy's precarious position, highlighting that the country is on the precipice of a recession due to policy challenges like increasing tariffs and potential threats to Federal Reserve independence. The episode explores various economic risks, including a potential bond market meltdown, and offers insights into how these factors could impact GDP growth, inflation, and overall economic stability.
Here's a two-sentence description for the episode: In this episode of Prof G Markets, Donald Trump attempts to fire Federal Reserve Governor Lisa Cook over unproven allegations of mortgage fraud, raising concerns about the independence of the Federal Reserve. The podcast also discusses Eli Lilly's promising new oral obesity drug and explores strategies for young professionals to remain employable in the age of artificial intelligence.
Here's a 2-sentence description for the episode: In this episode of Prof G Markets, Josh Brown discusses the recent tech sell-off driven by Sam Altman's comments about AI excitement, a Meta restructuring rumor, and an MIT study suggesting low returns on generative AI investments. The conversation also explores the implications of Trump's executive order allowing alternative assets in 401(k)s, with Brown arguing that while the move isn't inherently dangerous, venture capital investments in retirement accounts are ill-advised.
Understand how new tariffs may hit your wallet and whether premium credit card fees are still worth it. What do new U.S. tariffs mean for prices on everyday goods and cars? What should you consider when choosing a premium travel credit card? Hosts Sean Pyles and Elizabeth Ayoola discuss the latest economic indicators and the changing landscape of credit card perks to help you understand how today’s macroeconomics and personal finance decisions intersect. Joined by news Nerds Anna Helhoski and Rick VanderKnyff, the team unpacks key insights from recent federal data drops. They begin with a discussion of the latest tariffs and economic reports, with tips and tricks on understanding how import duties impact consumer prices, why inflation could be on the rise again, and how job growth revisions may affect consumer sentiment. Then, credit card Nerd Melissa Lambarena joins Sean and Elizabeth to discuss whether high-fee premium cards still deliver value. They cover how reward structures are changing, when it makes sense to downgrade instead of cancel, and how opening or closing a card affects your credit score. Take the Smart Money Podcast Listener Survey 2025 and enter to win a prize! https://nerdwallet.com/podsurvey Card benefits, terms and fees can change. For the most up-to-date information about cards mentioned in this episode, read our reviews: Chase Sapphire Reserve Makes Big Changes: Higher Fee, New Rates, More Perks https://www.nerdwallet.com/article/credit-cards/chase-sapphire-reserve-overhaul-june-2025 Chase Sapphire Preferred Review: Strong Option for Travel Rewards https://www.nerdwallet.com/reviews/credit-cards/chase-sapphire-preferred Chase Freedom Unlimited Review: A Potential One-Card Solution https://www.nerdwallet.com/reviews/credit-cards/chase-freedom-unlimited American Express Platinum Review: Top-Notch Lounge Access, Big Credits https://www.nerdwallet.com/reviews/credit-cards/american-express-platinum 5 Things to Know About the Bank of America Premium Rewards Elite Credit Card https://www.nerdwallet.com/article/credit-cards/5-things-to-know-about-the-bank-of-america-premium-rewards-elite-credit-card Want us to review your budget? Fill out this form — completely anonymously if you want — and we might feature your budget in a future segment! https://docs.google.com/forms/d/e/1FAIpQLScK53yAufsc4v5UpghhVfxtk2MoyooHzlSIRBnRxUPl3hKBig/viewform?usp=header In their conversation, the Nerds discuss: tariffs 2025, credit card downgrade effects, new credit card impact on credit score, consumer inflation trends 2025, unemployment report July 2025, core PCE inflation rate, job growth revisions BLS, credit card rewards explained, travel credit card comparison, high annual fee credit cards, credit card utilization ratio, closing credit card and credit score, 2025 economic outlook, de minimis exemption 2025, trade war impact on consumers, credit card strategy during inflation, interest rates and consumer debt, credit card perks vs cost, credit card churn risks, emergency fund importance 2025, how tariffs raise consumer prices, July 2025 consumer sentiment, credit card reward program changes, and economic uncertainty and spending. To send the Nerds your money questions, call or text the Nerd hotline at 901-730-6373 or email podcast@nerdwallet.com. Like what you hear? Please leave us a review and tell a friend. Learn more about your ad choices. Visit megaphone.fm/adchoices
Understand how new tariffs may hit your wallet and whether premium credit card fees are still worth it. What do new U.S. tariffs mean for prices on everyday goods and cars? What should you consider when choosing a premium travel credit card? Hosts Sean Pyles and Elizabeth Ayoola discuss the latest economic indicators and the changing landscape of credit card perks to help you understand how today’s macroeconomics and personal finance decisions intersect. Joined by news Nerds Anna Helhoski and Rick VanderKnyff, the team unpacks key insights from recent federal data drops. They begin with a discussion of the latest tariffs and economic reports, with tips and tricks on understanding how import duties impact consumer prices, why inflation could be on the rise again, and how job growth revisions may affect consumer sentiment. Then, credit card Nerd Melissa Lambarena joins Sean and Elizabeth to discuss whether high-fee premium cards still deliver value. They cover how reward structures are changing, when it makes sense to downgrade instead of cancel, and how opening or closing a card affects your credit score. Take the Smart Money Podcast Listener Survey 2025 and enter to win a prize! https://nerdwallet.com/podsurvey Card benefits, terms and fees can change. For the most up-to-date information about cards mentioned in this episode, read our reviews: Chase Sapphire Reserve Makes Big Changes: Higher Fee, New Rates, More Perks https://www.nerdwallet.com/article/credit-cards/chase-sapphire-reserve-overhaul-june-2025 Chase Sapphire Preferred Review: Strong Option for Travel Rewards https://www.nerdwallet.com/reviews/credit-cards/chase-sapphire-preferred Chase Freedom Unlimited Review: A Potential One-Card Solution https://www.nerdwallet.com/reviews/credit-cards/chase-freedom-unlimited American Express Platinum Review: Top-Notch Lounge Access, Big Credits https://www.nerdwallet.com/reviews/credit-cards/american-express-platinum 5 Things to Know About the Bank of America Premium Rewards Elite Credit Card https://www.nerdwallet.com/article/credit-cards/5-things-to-know-about-the-bank-of-america-premium-rewards-elite-credit-card Want us to review your budget? Fill out this form — completely anonymously if you want — and we might feature your budget in a future segment! https://docs.google.com/forms/d/e/1FAIpQLScK53yAufsc4v5UpghhVfxtk2MoyooHzlSIRBnRxUPl3hKBig/viewform?usp=header In their conversation, the Nerds discuss: tariffs 2025, credit card downgrade effects, new credit card impact on credit score, consumer inflation trends 2025, unemployment report July 2025, core PCE inflation rate, job growth revisions BLS, credit card rewards explained, travel credit card comparison, high annual fee credit cards, credit card utilization ratio, closing credit card and credit score, 2025 economic outlook, de minimis exemption 2025, trade war impact on consumers, credit card strategy during inflation, interest rates and consumer debt, credit card perks vs cost, credit card churn risks, emergency fund importance 2025, how tariffs raise consumer prices, July 2025 consumer sentiment, credit card reward program changes, and economic uncertainty and spending. To send the Nerds your money questions, call or text the Nerd hotline at 901-730-6373 or email podcast@nerdwallet.com. Like what you hear? Please leave us a review and tell a friend. Learn more about your ad choices. Visit megaphone.fm/adchoices