Top Business Charts on Apple Podcasts

Aspire with Emma Grede

1

Aspire with Emma Grede

Emma Grede | Audacy
Fixing The Money Thing with Gary Keesee

2

Fixing The Money Thing with Gary Keesee

Gary Keesee
Monetary Matters with Jack Farley

3

Monetary Matters with Jack Farley

Jack Farley
The Master Investor Podcast with Wilfred Frost

4

The Master Investor Podcast with Wilfred Frost

Paradine Productions
B.O.S.S Nation

5

B.O.S.S Nation

Anthony Bourg
Boss Talk Nation

6

Boss Talk Nation

Jamal Knowles
The Julia La Roche Show

7

The Julia La Roche Show

Julia La Roche

08/06/2021

How to Live Generously Gary Keesee

Fixing The Money Thing with Gary Keesee
2 days ago

The Most Hated Sector Is Where the Value Is

All it takes to break the AI picks and shovels trade is order growth slowing from 30% to 15%. That's STILL double-digit growth, but the stocks can get crushed anyway. My friend Peter Boockvar joined me, and he thinks this is gut check time for the whole trade: * The warning lights already flashing on the AI dashboard, from Chinese chipmakers to scrapped data center IPOs * Why the memory chip boom peaked within weeks of a Chinese rival going public * The credit market pricing a 55% chance that one AI darling defaults within 5 years * The cyclical chip stock that just became the top holding in a major value ETF, and why that should worry you * The most hated sector in the market that Peter loves right now You can also watch the full conversation on Youtube: This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit georgenoble.substack.com/subscribe
30/06/2021

Following God's Direction Gary Keesee

Fixing The Money Thing with Gary Keesee
15/06/2021

How To Stay On God's Assignment Gary Keesee

Fixing The Money Thing with Gary Keesee
01/06/2021

Discover The Power Of Generosity Gary Keesee

Fixing The Money Thing with Gary Keesee
01/06/2021

How To Access The Kingdom Gary Keesee

Fixing The Money Thing with Gary Keesee
01/06/2021

How To Take Territory Gary Keesee

Fixing The Money Thing with Gary Keesee
1 day ago

#424 Chris Whalen: Fannie & Freddie Stuck, Foreclosures Rising, Credit Problems Coming

In this episode of The Wrap with Chris Whalen, Chris calls Treasury Secretary Scott Bessent’s comments on Fannie Mae and Freddie Mac a “pump and dump.” He explains why the GSEs won’t be released during Trump’s term and lays out his own fix: buy back the public common shares and leave the U.S. as the sole shareholder. He breaks down Auction.com data showing foreclosure auctions up 25% from a year ago as COVID-era protections end and housing shifts to a buyer’s market, and he shares his advice for sellers: price to sell. Whalen also covers REIT earnings, United Wholesale Mortgage’s strategy shift and Annaly’s return to book value. He explains why he’s less bullish than his friend Ralph on 10-year Treasuries near 5%, and whether the Fed will hike or hold at next week’s meeting. He says he’s long energy, adding to gold on weakness and cautious on financials as credit problems surface. He closes with the risk he thinks nobody is watching closely enough: an unexpected turn in the Russia-Ukraine war. Thank you to our sponsor, Monetary Metals. Learn more at https://www.monetary-metals.com/THEWRAP/ Links: The Institutional Risk Analyst: https://www.theinstitutionalriskanalyst.com/ Twitter/X: https://twitter.com/rcwhalen https://www.amazon.com/Inflated-Money-Debt-American-Dream/dp/139428571X Use the code TheWrap2026 for 25% off your first year of The Institutional Risk Analyst https://www.theinstitutionalriskanalyst.com/plans-pricing ⁠ Timestamps: 0:00 Welcome to The Wrap 1:04 Bessent, Fannie and Freddie, and the “pump and dump” 3:48 Whalen’s fix: the U.S. as sole shareholder 5:08 Why “privatization” without control is a fraud 7:48 Foreclosure auctions up 25% 09:45 Is there a credit problem in housing? 10:56 Advice for sellers: price to sell 13:08 REIT earnings and UWM’s new strategy 14:19 Annaly back to book value 15:42 The case for 10-year Treasuries 19:14 Why Whalen isn’t as bullish on bonds 20:16 Bonds vs. gold vs. cash 22:06 October FOMC: hike or hold? 23:31 Natural gas down, diesel still high 24:59 Positioning: energy, gold and caution on financials 26:43 How income investing works 28:41 The biggest risk nobody’s talking about 32:00 What to watch next week The content of this podcast is provided for informational, educational, and entertainment purposes only and does not constitute financial, investment, tax, or legal advice. Nothing discussed should be interpreted as a recommendation or solicitation to buy, sell, or hold any security. Guests' views are their own. Always do your own research and consult a qualified financial professional before making investment decisions.
3 days ago

The Insurance Reckoning with Tom Gober

This is the final episode of our series with Tom Gober. Last episode ended with Tom challenging the offshore reinsurers to show us the $1.5 trillion, and in Episode 4, he shows you which companies are behind it. Just 40 companies account for 85% of it, and the biggest sends $235.7 billion to a single offshore affiliate while holding only $4 billion of surplus, which Tom describes as moving money from one pocket to another, like "trust me, bro, I got this." Here's what we're going over in Episode 4 "The Offshore Black Box": * Tom maps every internal reinsurance deal at a household name in American insurance, with billions swirling between its own companies and all of it tapping into 7 captives in Arizona where you can't get any information. * Tom shows how a company you'd recognize asked Texas to approve a reinsurance deal worth more than $20 billion with its own affiliate, and when it never heard back, it disclosed the deal as "non-disallowed." * Tom ranks the 25 carriers he worries about most, and at the top of the list, just over 1% of the higher-risk assets going bad would wipe out the entire surplus. * Tom shows that over the last 9 years, the industry's surplus grew by about 50% while the affiliated reinsurance he's worried about doubled. We also call out 9 state insurance commissioners by name, so stay for that. I'm very bearish on private equity and private credit, and this episode made me even more so. Insurance companies have been a huge source of money for those firms, and a lot of that paper ended up in 401(k)s and pension plans, so a firefighter in Peoria who's never thought about private credit may already own it. Over 4 episodes, Tom has taken us from a recorder hidden in a briefcase to a $1.5 trillion question the regulators still haven't answered, and neither of us got paid a cent to do it. We did it because the people who've paid their premiums on time for years deserve to know where their money went. I'm asking every American who watches this to speak up, and the easiest place to start is sending this series to anyone you know with a life insurance policy or an annuity. Tom's closing words say it all: The more people who hear the truth, the better off the policyholders will be. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit georgenoble.substack.com/subscribe
1 day ago

How surveillance crept up on us

For years, police have spent billions of tax dollars on watching us, tracking us, and recording us. In the largest police department in the country, these surveillance systems were paid for and adopted without the kind of public oversight cities usually require. In the wake of 9/11, the New York Police Department built one of the most sophisticated and omnipresent surveillance systems in the country. And while decisions were being made about what tech to adopt and how much to pay for it, few outside the NYPD were consulted. Not the City Council nor the public. For over a decade, the only paper trail of these purchases were offline, stored in filing cabinets, inaccessible to the public. Today on the show, how the country’s largest police department built its surveillance system, and the fight to get police everywhere to tell us how they’re watching us. Read: Our book: Planet Money: A Guide to the Economic Forces That Shape Your Life Our weekly longform Planet Money newsletterOur weekly Indicator round-up newsletter Follow: InstagramTikTokYouTubeFacebook Support public media with NPR+ and enjoy perks for over 25 podcasts like this one. This show’s perks include bonus episodes and sponsor-free listening. Learn more at plus.npr.org. This episode was produced by Vito Emanuel and edited by Marianne McCune. It was fact-checked by Sierra Juarez and engineered by Cena Loffredo. Alex Goldmark is our executive producer. Music: NPR Source Audio - "Funky Space Mama," "Sunday Lights," and "Blammo" See pcm.adswizz.com for information about our collection and use of personal data for sponsorship and to manage your podcast sponsorship preferences. NPR Privacy Policy

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