show episodes
 
Artwork
 
REAL PEOPLE / REAL BUSINESSES / REAL INSPIRATION. In this raw and unfiltered podcast, nationally recognized host Michael Alden discusses fresh business ideas as well as timeless and proven success principles with real people, doing real things, running real businesses and providing real inspiration. These recordings offer a rare glimpse into what it takes to start, grow and succeed in business and in life.Michael Alden is the Founder of a premier Direct Response Marketing firm, recognized fo ...
  continue reading
 
Artwork
 
The worlds of macro finance and crypto are continuing to draw closer together. On the Margin will host some of the greatest minds in the world of asset management, markets, and discuss how ideas that were once on the margin are now becoming mainstream.
  continue reading
 
Artwork
 
Fashion and apparel. It touches nearly everyone. When its at its best, fashion and apparel is not only functional, but also fun, expressive, sexy, and for some businesses, very profitable. But when it is at its worst, fashion and apparel is superficial, exploitative, polluting and extremely wasteful - in other words the essence of unsustainable consumption. And while it is argued that the industry's rapid growth has created employment opportunities for more than 300 million people worldwide, ...
  continue reading
 
Mark Twain’s work on Joan of Arc is titled in full “Personal Recollections of Joan of Arc, by the Sieur Louis de Conte.” De Conte is identified as Joan’s page and secretary. For those who’ve always wanted to “get behind” the Joan of Arc story and to better understand just what happened, Twain’s narrative makes the story personal and very accessible. The work is fictionally presented as a translation from the manuscript by Jean Francois Alden, or, in the words of the published book, “Freely T ...
  continue reading
 
Loading …
show series
 
The S&P has been on a tear of late, rising on a weekly basis for six consecutive weeks.That kind of win streak doesn't happen very often.And...it ended yesterday.Not only did stocks close down for the week (slightly), but they broke out of the rising wedge technical pattern they've been trading in -- to the downside.Portfolio manager Lance Roberts …
  continue reading
 
When today's guest was last on this program back in May, she made the somewhat heretical prediction that when the Fed started cutting interest rates, it would set off a chain of events that were likely to prove more restrictive than its tightening policy.Well, here we are 6 months later, and the Fed has indeed started cutting interest rates and yet…
  continue reading
 
Jarrett Adams is a defense attorney, author, and founder of Life After Justice, a nonprofit focused on fighting wrongful convictions and supporting reintegration for exonerated individuals. In this episode, we get into his story of being wrongfully convicted at 17, the realities of navigating the criminal justice system, and the harsh conditions in…
  continue reading
 
BUY THE REPLAY of the full Thoughtful Money conference here at https://thoughtfulmoney.com/conferenceWell, the Fall Thoughtful Money conference was held online this past weekend and I’m delighted to say the event was a real success.That was due primarily to the amazing line-up of speakers who presented and took live audience Q&A throughout the insi…
  continue reading
 
Pretty much every poll shows the economy remains the #1 voter issue in the upcoming US presidential election. Many of these same polls show immigration and border security as the second most important issue.Concerned by reports of a surge of undocumented immigrants crossing the border illegally in recent years, many voters worry about the economic,…
  continue reading
 
Bullish signals were everywhere this week. The S&P broke above it rising wedge. It retested support & then made new highs. And buy signals on both a daily and a weekly basis have been recently triggered.All this bodes well for a strong end to the year, predicts portfolio manager Lance Roberts...except that in the immediate term, stocks are looking …
  continue reading
 
Alex Gladstein is the Chief Strategy Officer at the Human Rights Foundation and a leading advocate for Bitcoin's role in promoting freedom. In this episode, we discuss his work empowering activists under authoritarian regimes, the structural issues facing human rights funding, and how technology like Bitcoin are transforming the fight for liberty. …
  continue reading
 
When today's guest was on this channel back in March, he explained that rising net liquidity was responsible for the surprisingly strong performance seen in both the economy & the financial markets over the past 2 years.And he predicted that these net liquidity inflows would continue, leading to even higher asset prices ahead.Well, here in the fina…
  continue reading
 
In this episode, Matt Hougan joins the show to discuss BTC vs ETH ETF flows, the biggest ETF misconceptions, and the importance of regulatory clarity. We also delve into the value of incorporating BTC in a portfolio, future crypto ETF strategies, and much more. Enjoy! — Follow Matt Hougan: https://x.com/Matt_Hougan Follow Felix: https://x.com/fejau…
  continue reading
 
WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.comBanking expert Chris Whalen fears the Federal Reserve cut interest rates too soon. As a result inflation will remain sticky, the Fed will likely be forced to start expanding its balance sheet soon, and …
  continue reading
 
In this episode, Ram Ahluwalia joins the show to discuss his macro view of markets, why he thinks we’re in goldilocks, and his thought process for asset allocation. We also delve into NVIDIA and AI, factor investing, and the role of risk-adjusted returns. Enjoy! — Follo Ram: https://x.com/ramahluwalia Follow Felix: https://x.com/fejau_inc Follow On…
  continue reading
 
Winston Marshall is a musician, cultural commentator, and former member of the band Mumford & Sons. In this episode, we discuss his journey from rock star to cultural commentator, the challenges of holding conservative opinions in the entertainment industry, and his exit from Mumford & Sons. We also get into the failures of corporate media, the ris…
  continue reading
 
The past few years have been full of surprises, often going the exact opposite way that Wall Street expected at the start of each year.Well, as we prepare to enter 2025, and with it a new US presidential administration I might add, it helps to tap the expertise of those investors who have been around the longest and been the most successful.High on…
  continue reading
 
In 2024 so far, stocks have had one of the best years in decades. And that's on top of a great year in 2023.Bulls are obviously cheering this, but how long can the party continue?Stocks are richly priced here.And if earnings don't start growing aggressively, at some point, prices will have to correct, warns portfolio manager Lance Roberts.That said…
  continue reading
 
In this episode, Jim Bianco and James Seyffart join Felix at Permissionless to discuss who has been buying the BTC ETFs, whether ETFs are consistent with crypto ideals, and why the BTC ETFs were more successful than the ETH ETFs. We also delve into the difference between buying to hold and arbitrage, BTC ETF options, and much more. Enjoy! — Follow …
  continue reading
 
2023 was the year of the recession that wasn't.2024 is looking to be the year of the hard landing that wasn't.How is 2025 shaping up to look like?For guidance we turn to highly-respected economist & award-winning researcher David Rosenberg, founder & president of Rosenberg Research.David is very concerned that investors, especially the 70 million B…
  continue reading
 
David Zell is the Executive Director of the Bitcoin Policy Institute, a think tank focused on the public policy implications of Bitcoin. In this episode, we discuss the political landscape surrounding Bitcoin, its role as an insurance policy for both individuals and nation-states, how Bitcoin competes against traditional currencies, the global dema…
  continue reading
 
2024 has been a good year for the bulls.And with the world's largest economies now back into easing mode, both monetarily and fiscally, does that mean 2025 will be another winning year for the longs?To help us find out, as investors have a lot riding on the answer, we have the good fortune of speaking with investor and analyst Bill Fleckenstein of …
  continue reading
 
Izabella is the Senior Finance Editor at Politico and the founder editor of The Blind Spot. In this episode, we discuss the rapid advancement of AI, including how tools like ChatGPT are transforming journalism, the ethics of AI, its role in uncovering hidden information, and whether full transparency will lead to societal improvements or chaos. We …
  continue reading
 
Gold has been one of the best performing assets in 2024 so far.It's up over 27% since the start of the year and recently hit a record high.And with the central banks of the worlds largest economies -- the US, China and the EU -- now all cutting interest rates, will that add further fuel to gold's breakout?For answers to all things gold, silver and …
  continue reading
 
While there is a "tsunami" of liquidity currently flowing that can power stocks higher into year end, in the near term, stocks are looking over-bought and a (short-term) sell signal was triggered this week says portfolio manager Lance Roberts.So between now and the election, be prepared for stocks to trade sluggishly and/or weaken.Other than that, …
  continue reading
 
Ben Arc is an open-source developer and an advocate in the Bitcoin and Nostr ecosystems. In this episode, we discuss the shift from centralised platforms like Twitter to decentralized systems, discussing how Nostr allows users to control their data and build communities without corporate interference. We get into Bitcoin’s evolution, synthesizing l…
  continue reading
 
While much of Wall Street's focus over past recent years has been on the Big US Tech stocks, aka the Magnificent 7, there are an increasing number of seismic developments happening internationally investors need to be aware of.For example, emerging market stocks have positively trounced tech stocks since June.And to name just a few others:- China i…
  continue reading
 
An interview with RANE's Middle East geopolitical analyst to address:- The drivers of tension between Iran and Israel- What led to Tuesday's missile attack?- What do you expect to happen from here?- What impact is this conflict having on the global economy & financial markets?- If things escalate, how concerned should those living in the West be?- …
  continue reading
 
Ian Birrell is a renowned British journalist, columnist, and foreign correspondent, known for his work on global conflicts, social justice, and political reform. In this episode, we discuss the failures of the prison system, whether it's true purpose is punishment or rehabilitation, and how countries like Norway and Texas are tackling recidivism wi…
  continue reading
 
I often emphasize that the most useful people to interview are asset managers.Because they don't have the luxury of merely having an opinion on the road ahead -- they have to commit capital to their convictions, and be judged upon the results.Today we have the great fortune of having a second appearance of one of the most respected capital allocato…
  continue reading
 
Fernando Nikolić, Director of Marketing and Communications at Blockstream and a passionate Bitcoin advocate, offers a unique perspective on Argentina's economic turmoil and the libertarian revolution unfolding today. In this episode, we discuss the history of Argentina, exploring the impact of hyperinflation, political corruption, and the rise of p…
  continue reading
 
Few things are more valuable in life than the food we eat and the soil that grows it.So today, we have the great honor of talking with Joel Salatin. Named "the most famous farmer in America", Joel has spent his career advocating for sustainable farming practices, and pioneering models that show how food can be grown & raised in ways that:- are rege…
  continue reading
 
In the wake of interest rates cuts now coming from the Federal Reserve, the ECB and the Bank of China, could the stock market experience a melt-up to S&P 600 -- or higher -- by the end of the year?Portfolio manager Lance Roberts thinks it's quite possible, especially given stocks' recent technical breakout.We talk in depth about that in this week's…
  continue reading
 
Maajid Nawaz is a prominent counter-extremism activist, author, and former Islamist who has dedicated his life to combating radicalization. In this episode, we discuss the complexities of modern Britain, the rise of extremism, the impact of divisive rhetoric, and the urgent need to rebuild societal trust. Maajid shares his insights on the weaponiza…
  continue reading
 
The real money in investing is made by those who perceive what the markets are likely to do tomorrow, and then position themselves today to profit from that future action.Today's guest, Lakshman Achuthan, co-founded the Economic Cycle Research Institute specifically to identify these key turning points for investors.Which key turning points are in …
  continue reading
 
In this episode, Charles Edwards joins the show to discuss why the current cycle is the last that will matter, the impact of Bitcoin ETFs, and what the on-chain data is signaling. We also delve into the approval of options on the IBIT ETF, the key top signals, and much more. Enjoy! — Follow Charles Edwards: https://x.com/caprioleio Follow Felix: ht…
  continue reading
 
Dominic Frisby is a financial writer, comedian, and commentator known for his takes on economics, tax reform, and freedom. Dominic is a vocal advocate for liberty, self-governance, and the importance of sound money. In this episode, we dive into the state of personal freedom in the modern world and the battle for free speech. We explore the realiti…
  continue reading
 
The US housing market remains in uncharted territory.Median -- not average -- existing home prices hit another all-time high last month, yet transaction volumes are at lows not seen for decades.And potentially changing the game from here is that mortgage rates are likely headed downwards now that the Federal Reserve is cutting interest rates.We're …
  continue reading
 
Silkie Carlo is the Director of Big Brother Watch, where she leads efforts to defend civil liberties and protect privacy rights against state surveillance. She is at the forefront of challenging the UK's invasive surveillance laws and advocating for the protection of free speech and personal freedoms. In this episode, we dive into the growing gover…
  continue reading
 
In many ways, investors are dealing with a lot of conflicting signals right now.It seems that nearly every day, we're seeing signs that the consumer is weakening under the high cost of living, yet financial markets are back trading at all-time highs.Meanwhile the Federal Reserve is telling us the economy is strong, yet it just cut interest rates by…
  continue reading
 
The Fed dropped the Federal Funds Rate by 50 basis point this week, ushering in a new monetary regime. Investors need to the know that the playbook has changed.Delivering what sounded like a "mission accomplished" press conference this week, Fed Chair Jerome Powell is projecting confidence that inflation is nearly beaten, unemployment remains low, …
  continue reading
 
There's a lot of change in the air right now: in the economy, the markets, and of course with the fast-approaching US election.There's so much change currently underway that today's guest titled his latest report: The Macro Winds Are Shifting.How exactly? What will the likely repercussions be?And how should investors consider positioning intelligen…
  continue reading
 
Allen Farrington is a writer and investor. He co-wrote Bitcoin Is Venice and he’s a co-founder of Axiom, a Bitcoin-focused venture firm. In this episode, we discuss the distortions caused by fiat money, the consequences of misallocated capital, and the philosophical underpinnings of a Bitcoin standard. We get into how these issues impact both indiv…
  continue reading
 
Anna Chekhovich serves as the Financial Director at Navalny's Anti-Corruption Foundation, where she plays a key role in exposing corruption within Putin's regime and promoting transparency and justice in Russia. She also works as the Nonprofit Bitcoin Adoption Lead at The Human Rights Foundation. In this episode, we discuss the challenges of fighti…
  continue reading
 
Gavin Sathianathan is the CEO of Research Smart and an advocate for medical cannabis and alternative therapies. In this episode, we dive into the role of cannabis as a treatment for various health conditions, exploring the therapeutic potential of drugs in modern medicine. We discuss the challenges facing patients and practitioners in the current h…
  continue reading
 
In this episode, James and Felix discuss the latest Federal Reserve interest rate decision, the impact of quantitative easing & tightening, and the consequences of trillion-dollar annual deficits. We also delve into the repo market, why the Fed is disconnected from inflation, the role of hard assets like Bitcoin and gold, and much more. Enjoy! — Fo…
  continue reading
 
Portfolio manager & Fed-watcher Axel Merk shares his immediate take-aways from this week's FOMC release and press conference with Fed Chair Jerome Powell. He also takes live Q&A from viewers.--- Support this podcast: https://podcasters.spotify.com/pod/show/thoughtful-money/support
  continue reading
 
We're going to do something a little different in today's video.This Thoughtful Money channel is all about wealth-building. So makes sense that we focus most of our attention on money.But money is a means to an end. It's not an end in and of itself. No one's goal in life is to die atop a big pile of cash -- instead we hope to use our money to bette…
  continue reading
 
As today's guest rightfully often repeats "Energy is life"Without it, there is no economy. No means to power the systems society depends on.And, like it or not, the world still runs on hydrocarbons -- most especially oil.Well, oil is in an interesting place right now. It's starting to become cheap again. After trading near $120/barrell following th…
  continue reading
 
Well, the correction that was underway last week appears to have been short-lived.Stocks bounced hard this week, with the S&P up over 200 points.We're at an important point technically, where the current momentum needs to continue to affirm the rally. If not, and we get a triple top, there's a decent chance stocks could then resume a downward slide…
  continue reading
 
This week we discuss the split odds between a 25 and 50 basis point cut at the Fed’s next meeting, market cutting cycle dynamics, and the rotation from growth to value. We also delve into the latest inflation data, rising labor productivity, and the outlook for crypto Enjoy! – Follow Ram: https://x.com/ramahluwalia Follow Quinn: https://x.com/qthom…
  continue reading
 
Matthew Pines is the Director of Intelligence at SentinelOne and a National Security Fellow at the Bitcoin Policy Institute. In this episode, we explore UAPs, simulation theory, remote viewing, and human consciousness. We discuss the potential implications of knowing that aliens are real and what this could mean for humanity - exploring the nature …
  continue reading
 
Total US federal debt now stands at $35.34 Trillion, now exceeding US annual GDP by $10 trillion.It has been growing at a faster rate than GDP for many decades. That dynamic shows no signs of reversing or even moderating.And on top of the federal debt lies the borrowing of households, businesses, financial institutions and state & local governments…
  continue reading
 
In this episode, Austin Campbell joins the show to discuss the modern banking system and how crypto is driving innovation. We also delve into stablecoin designs, their role in dollar hegemony, the pros and cons across the spectrum of decentralization, and much more. Enjoy! – Follow Austin Campbell: https://x.com/CampbellJAustin Follow Felix: https:…
  continue reading
 
Loading …

Korte handleiding