Best Podcast Episodes About Federal Reserve
Everything podcasters are saying about Federal Reserve — curated from top podcasts
Updated: Apr 25, 2026 – 76 episodes
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Ridealong has curated the best and most interesting podcasts and clips about Federal Reserve.
Top Podcast Clips About Federal Reserve
“Absolutely zero evidence to support a criminal prosecution even being opened against Federal Reserve Chair Jay Powell. That's something that was confessed and admitted by the U.S. Attorney's Office in the District of Columbia, by Jeanine Pirro's right-hand person and the head of their criminal division in a hearing that we didn't know about until just the last 24 hours before Chief Judge Jeb Bozberg. Now we know why the subpoenas were quashed by Jeb Boesberg against the Federal Reserve chair Jay Powell. This all has to do with a $2.5 billion …”
“Absolutely zero evidence to support a criminal prosecution even being opened against Federal Reserve Chair Jay Powell. That's something that was confessed and admitted by the U.S. Attorney's Office in the District of Columbia, by Jeanine Pirro's right-hand person and the head of their criminal division in a hearing that we didn't know about until just the last 24 hours before Chief Judge Jeb Bozberg. Now we know why the subpoenas were quashed by Jeb Boesberg against the Federal Reserve chair Jay Powell. This all has to do with a $2.5 billion project related to the Federal Reserve and remodeling two 100-year-old buildings. But Donald Trump wants to harass and intimidate Jay Powell to get him to resign or to step down as the chairman of the Federal Reserve and to cut interest rates. That's what this is all about, not about a criminal case. I mean, it is very unusual, almost unprecedented …”
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A federal judge revealed that the DOJ has no evidence against Federal Reserve Chair Jay Powell, quashing a criminal investigation linked to a $2.5 billion remodeling project. This decision highlights attempts by Donald Trump to intimidate Powell for political gain, showing the investigation was initiated in bad faith without legitimate grounds. The implications of this ruling could hinder Trump's ability to influence the Federal Reserve's leadership.
“… Let me give you the details. So U.S. cryptocurrency exchange Kraken's banking unit has been granted a limited purpose master account by the U.S. Federal Reserve Bank of Kansas City, giving it direct access to the Fed's core payment system in the first for the crypto industry. industry, Kraken Financial, the exchange's banking unit, has gained access to the Fed's payment system, Fedwire, allowing it to move money on the same rails used by banks and credit unions. According to the announcement on Wednesday, the Federal Reserve Bank of Kansas City approved a limited-purpose account for Wyoming-based …”
“… this is incredible. And it's funny, it comes a couple of days after Jamie Dimon said, you know, these crypto companies want to offer stablecoin yield. They should become banks. Here you go. Right. Here you go, Jamie. It started. So this is incredible. Let me give you the details. So U.S. cryptocurrency exchange Kraken's banking unit has been granted a limited purpose master account by the U.S. Federal Reserve Bank of Kansas City, giving it direct access to the Fed's core payment system in the first for the crypto industry. industry, Kraken Financial, the exchange's banking unit, has gained access to the Fed's payment system, Fedwire, allowing it to move money on the same rails used by banks and credit unions. According to the announcement on Wednesday, the Federal Reserve Bank of Kansas City approved a limited-purpose account for Wyoming-based Payword Financial as a Tier 3 entity. With a Federal Reserve Master Account, we can operate not as a peripheral participant in the U.S. banking system, but as a directly connected financial institution, Kraken co-CEO Arjun Sethi said. The approval gives the exchange the ability to settle directly on Fedwire, reduce dependency on correspondent banks, and …”
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Kraken Crypto Exchange has made history by becoming the first crypto company to receive a limited master account from the U.S. Federal Reserve, granting it direct access to the Fed's payment system. This pivotal approval allows Kraken to operate like a traditional bank, potentially opening the floodgates for other crypto firms and signaling a new era for the integration of cryptocurrency into the mainstream financial system.
“… of states who have been regulating sports betting and the rights of states who oppose sports betting is not the purview of another alphabet soup federal agency. Yes, I'm signing up for the rights of all 50 states. Proud of it. So Chris Chrissy joining the fight against the feds in favor of the states. Elizabeth Warren tweeting out Trump's CFTC is trying to strip states authority to regulate gambling within their borders and protect Americans from getting ripped off of a classic Liz Warren line. The CFTC should focus on ensuring our derivative markets don't blow up the economy again, not helping …”
“… out of the CFTC commissioner, the new CFTC chair. Got us just a wave of very passionate response. From Chris Chrissy. Haven't heard of Chris Chrissy talking about anything for a while, but he came out of the woodwork saying, violating the rights of states who have been regulating sports betting and the rights of states who oppose sports betting is not the purview of another alphabet soup federal agency. Yes, I'm signing up for the rights of all 50 states. Proud of it. So Chris Chrissy joining the fight against the feds in favor of the states. Elizabeth Warren tweeting out Trump's CFTC is trying to strip states authority to regulate gambling within their borders and protect Americans from getting ripped off of a classic Liz Warren line. The CFTC should focus on ensuring our derivative markets don't blow up the economy again, not helping corrupt political insiders cash in. Just really throw in shade left and right. Utah Governor Spencer J. Cox just saying that he's not, that Mike Selleck's not being honest saying, I appreciate you attempting to say this with a straight face, but I don't remember the CFTC having authority over the derivative market of LeBron James rebounds. …”
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The CFTC's new chair, Mike Selig, is fiercely defending federal jurisdiction over prediction markets against state regulations, asserting their societal value. This has ignited a heated debate, with politicians like Chris Christie and Elizabeth Warren arguing that these markets are merely gambling platforms, while supporters highlight their potential for accurate predictions and market integrity. The clash reveals deeper tensions around regulation, market value, and political interests.
“… around the world decided to sell their bonds at the same moment. And so they start trading at 20 cents on the dollar, maybe even below. The U.S. Federal Reserve, in 30 seconds can expand the money supply and they just retire all of it at 20% of the cost. I mean, honestly, from an economic point of view, that would be lovely. I would love it if everybody did that at the same time. That would be fantastic. So not worried about that. Nukes, two weeks ago, wasn't really worried. Now I see that as a very realistic scenario because if you're Ron and you're a dead supreme leader and you're being demanded to …”
“… europe selling our debt and spiking inflation or a nuclear detonation. I imagine you're asked to assess risk for some of your corporate clients. What are the risks that we're not seeing right now? I'm not worried about a debt drop. Let's say everyone around the world decided to sell their bonds at the same moment. And so they start trading at 20 cents on the dollar, maybe even below. The U.S. Federal Reserve, in 30 seconds can expand the money supply and they just retire all of it at 20% of the cost. I mean, honestly, from an economic point of view, that would be lovely. I would love it if everybody did that at the same time. That would be fantastic. So not worried about that. Nukes, two weeks ago, wasn't really worried. Now I see that as a very realistic scenario because if you're Ron and you're a dead supreme leader and you're being demanded to surrender unconditionally, why would you not build and use a nuke um delivery to the united states would be the complication uh it suggests it would need to come in on a cargo facility into a port where the screening is on land and not at sea and that would argue most strongly for houston or new york city those are the logical places to do it and …”
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The risk of nuclear conflict has escalated dramatically, shifting from a distant concern to a pressing reality. With leaders like Iran's supreme leader facing dire ultimatums, the potential for nuclear delivery methods into major U.S. cities has become alarmingly plausible. As geopolitical tensions rise, the need for a stabilizing nation or leader is more critical than ever, yet none seem to command the necessary respect.
“… to clear and settle payments without any other intermediary banks. What it does not get you, this is the skinny part, is you don't get interest on reserves. You don't get access to the Fed's discount window, so no emergency lending. You don't get daylight overdraft privileges. So if your balance hits zero, payments just get rejected. So you don't have, I guess, like a buffer or whatever. And then there's also some potential balance caps. So the way I describe this is they get the payments They don get any of the banking So there extra banking service products that Kraken will not be getting I …”
“… Kraken Financial is the first and only entity who has a skinny master account. What is a skinny master account? What does it get you? What does it not get you? It does get you direct access to Fedwire, the real-time settlement system, and the ability to clear and settle payments without any other intermediary banks. What it does not get you, this is the skinny part, is you don't get interest on reserves. You don't get access to the Fed's discount window, so no emergency lending. You don't get daylight overdraft privileges. So if your balance hits zero, payments just get rejected. So you don't have, I guess, like a buffer or whatever. And then there's also some potential balance caps. So the way I describe this is they get the payments They don get any of the banking So there extra banking service products that Kraken will not be getting I don't think they really care. They mostly just focus on the payments side of things. So they get access to Fedwire and they can make payments using Fedwire. The payments is a big deal. A Skinny Master account is a big deal because the way the banking system works and access to Fedwire works is there's about 4,500 different banks and credit unions that …”
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Kraken has achieved a historic milestone by obtaining a Skinny Master account from the Federal Reserve, allowing it to operate as a bank without relying on traditional banking intermediaries. This development not only streamlines cryptocurrency transactions but also poses a significant challenge to the existing banking system, raising concerns among banks about potential destabilization. As Kraken becomes a direct player in the banking landscape, the future of monetary policy may be at stake.
“So you watch it. Speaking of converging, here's a good example right here. This is the Federal Reserve, guys. That's the Federal Reserve saying that calci and the rise of macro markets are now here. Predictive markets offer a new, let me zoom in on that for you guys, a new market-based approach to measuring macro expectations in real time. They're evaluating now prediction market implied forecast from calci and basically applying this to what they're doing right now because it is overseen by who? The CFTC. You get this, hopefully, in the way …”
“So you watch it. Speaking of converging, here's a good example right here. This is the Federal Reserve, guys. That's the Federal Reserve saying that calci and the rise of macro markets are now here. Predictive markets offer a new, let me zoom in on that for you guys, a new market-based approach to measuring macro expectations in real time. They're evaluating now prediction market implied forecast from calci and basically applying this to what they're doing right now because it is overseen by who? The CFTC. You get this, hopefully, in the way that I'm explaining it in the sense that this is going to be much bigger as we start to see many of these major organizations implement what's going to come out of Clarity. So this could get kind of crazy. Just the movement that we saw right there with the Federal Reserve and calci activated some of the market shills that are out there. And one of …”
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The CFTC is aggressively challenging states that attempt to regulate prediction markets, which could reshape the gambling landscape. Former New Jersey Governor Chris Christie argues that states should have the right to control these markets, but the CFTC is poised to enforce its authority. This clash could lead to significant changes in how prediction markets operate in the U.S.
“… again, based on institutions that were set up during this, like the earlier part of this kind of structural cycle that we're in, the dollar as a reserve currency and all the mechanisms that support that, we've got more like top-down industrial policy around rare earths or around semiconductors, around AI to some degree, around trade basically saying that, we're gonna do this supposedly for the country rather than free trade, for example. And that these things tend to come together. Like they don't tend to happen in isolation. A sovereign that's in a major imbalance rarely just says, well, we're …”
“… who to bail out during the whole lockdown crisis was another set of kind of decentralized control. And then in more recent times, as we see just kind of say, trade issues coming ahead, and these big imbalances that have been building for a long time, again, based on institutions that were set up during this, like the earlier part of this kind of structural cycle that we're in, the dollar as a reserve currency and all the mechanisms that support that, we've got more like top-down industrial policy around rare earths or around semiconductors, around AI to some degree, around trade basically saying that, we're gonna do this supposedly for the country rather than free trade, for example. And that these things tend to come together. Like they don't tend to happen in isolation. A sovereign that's in a major imbalance rarely just says, well, we're gonna let the market do what we're gonna do. They start using the tools that they have available to try to contain or redirect that issue. With the difference, of course, being that compared to the last time that developed countries went through this, which was the 40s, the 1940s, you had obviously major war at that time. We also had very …”
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In a shocking announcement, Jerome Powell revealed he was under criminal indictment by the Trump administration, citing his refusal to lower interest rates as the real reason for the attack on Fed independence. This moment marks the most significant confrontation between the Federal Reserve and the executive branch since the 1950s, raising questions about the Fed's autonomy in today's political climate. As we draw parallels to the centralization of power during the 1940s, the implications for economic policy are profound.
“… have a situation where laws are being violated, norms are being violated. You have a situation where he's intimidating the court, intimidating the Federal Reserve, and yet he doesn't lose much support from his base. And I think he's decided he's governing for his base. So what it leaves me thinking is, is about half the country really okay with illiberal democracy, with the idea that it's okay to abuse individual rights, minority rights, separation of powers, all that? And what does that mean for the future of democracy if half the country doesn't really believe in liberal democracy? No, they believe in …”
“… are Americans, or at least 40 to 50% of Americans, okay with this? You have a situation where it's absolutely clear that one party, that the president right now is accumulating powers on a scale that no president has done in decades, maybe ever. You have a situation where laws are being violated, norms are being violated. You have a situation where he's intimidating the court, intimidating the Federal Reserve, and yet he doesn't lose much support from his base. And I think he's decided he's governing for his base. So what it leaves me thinking is, is about half the country really okay with illiberal democracy, with the idea that it's okay to abuse individual rights, minority rights, separation of powers, all that? And what does that mean for the future of democracy if half the country doesn't really believe in liberal democracy? No, they believe in it's okay if it's our guy. Look, this is all very Lord of the Rings. But it is, everybody believes in liberal democracy until they get to hold the ring. And then suddenly it's a very different scenario. And to be fair, and to be fair, the left has also done this sometimes. Of course, but not nearly to the extent, and never to this. Yeah, there's no …”
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U.S. intervention in Venezuela could lead to the most expensive arrest in history, as regime change may leave the oppressive system intact. This situation reflects broader issues in American politics, where a significant portion of the population supports illiberal democracy for their own party's gain. The implications for democracy are profound if half the country prioritizes loyalty over constitutional checks and balances.
“… pools of money that actually buy bonds of the of the the U.S. So again just I don't have this chart unfortunately handy but roughly during COVID the Federal Reserve held about 28 percent of the government's debt which was an all-time record by far. It was rising up during QE1, 2, and 3, but in historical terms, like the highest levels before that was about 18%, 17% during the Vietnam War when the Vietnam War ended in 1975. And the other reason the percentage went down was because the gold standard had ended and people still wanted dollars, right? So they could increase the debt and the Federal Reserve did …”
“… side, he actually says the right things, right? As a governor, you know, what Fed's supposed to be as an independent governor of a nation's currency, he does say the right things. it's an analysis I want to do more because you can see very weird pools of money that actually buy bonds of the of the the U.S. So again just I don't have this chart unfortunately handy but roughly during COVID the Federal Reserve held about 28 percent of the government's debt which was an all-time record by far. It was rising up during QE1, 2, and 3, but in historical terms, like the highest levels before that was about 18%, 17% during the Vietnam War when the Vietnam War ended in 1975. And the other reason the percentage went down was because the gold standard had ended and people still wanted dollars, right? So they could increase the debt and the Federal Reserve did not have to be the only buyer of that debt. But now, so now it's down, it's actually down to Powell's credit from the massive stimulus, which you and I both would think that, and I think there's plenty of empirical and anecdotal data points to suggest it was not necessary. But, you know, all the stimulus, all the fear around COVID, they ballooned …”
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Warsh aims to shift the Federal Reserve's focus from balance sheet manipulation to interest rates, pushing monetary expansion through commercial banks instead. This strategy reflects his hawkish stance on controlling inflation and managing the U.S. currency, especially after unprecedented stimulus measures during COVID-19 that ballooned the Fed's balance sheet to nearly $9 trillion.
“… the world? Well, in the economy. Let's talk. World will be later. Economy will be right now. Is it scary, do you think? I think that the trend, the Federal Reserve, they talk about this in their meetings. I think the trend is concerning. So inflation hasn't been going the way that anybody really wants it to. It's pretty sticky, and it's sticky in tough parts of the economy. So housing inflation, services inflation. So I think that pretty tough And then I think also what is growing the economy so what driving us forward There a lot of questions about what exactly that is Is it AI? Is it something else? …”
“… at that, very calming. And so I try to emulate you. I'm good with that. I should tell you, by the way, we had never seen each other until an hour and a half ago. Isn't that crazy? That's a true story. Is it scary out there now? Do you think so? In the world? Well, in the economy. Let's talk. World will be later. Economy will be right now. Is it scary, do you think? I think that the trend, the Federal Reserve, they talk about this in their meetings. I think the trend is concerning. So inflation hasn't been going the way that anybody really wants it to. It's pretty sticky, and it's sticky in tough parts of the economy. So housing inflation, services inflation. So I think that pretty tough And then I think also what is growing the economy so what driving us forward There a lot of questions about what exactly that is Is it AI? Is it something else? What role does AI have with the labor market? So I think there's just a lot of questions and a lot of uncertainty right now.”
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Many young adults, aged 20 to 35, feel disillusioned by the economy, struggling with inflation and a challenging labor market. This segment reveals their feelings of nihilism and the rise of risky financial behaviors like day trading and sports betting. The conversation emphasizes the need for calm discussions about economic realities to avoid further panic.
“… a master account, and I think those should be objective. Custodia Bank had a lawsuit, actually got some limited amount of standing to argue with the Federal Reserve. The Federal Reserve basically just has total discretion to say, you're in or you're out, no matter what criteria you meet. I think we need to get a clear criteria. And once companies can have a master account, I mean, you know, banks are getting basically a 4% rate from the Federal Reserve for having money on deposit there. And that's, you know, it takes a lot of active management to produce in the marketplace. They get it with essentially no …”
“… where would your position be? I mean, personally, I think they should be able to pay interest. But then again, I think the Fed is trying to be helpful here by trying to create a skinny master account. So I think if you meet the base criteria for a master account, and I think those should be objective. Custodia Bank had a lawsuit, actually got some limited amount of standing to argue with the Federal Reserve. The Federal Reserve basically just has total discretion to say, you're in or you're out, no matter what criteria you meet. I think we need to get a clear criteria. And once companies can have a master account, I mean, you know, banks are getting basically a 4% rate from the Federal Reserve for having money on deposit there. And that's, you know, it takes a lot of active management to produce in the marketplace. They get it with essentially no one in underwriting. They just move money at the Fed and are getting a big rate. And so, and then they don't want to pass that through to consumers. Just to be competitive, the fintech wants to pass it through to consumers. And this is something that they kind of brokered the compromise on rewards. That's not a direct pay through, but even that …”
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Banks are manipulating stablecoin yields by withholding interest rates, while fintech companies aim to pass those rates to consumers. This discrepancy arises from the Federal Reserve's control over master accounts, allowing banks to profit without competitive pressure. As legislation like the FISA reform seeks to address privacy concerns, the financial landscape remains fraught with challenges for stablecoin users.
“… and talk about the big thesis that you really touched on in the newsletter over the weekend, which is there's a lot of discussion about the Federal Reserve and whether or not they're going to hike. Probabilities across the board seem to be pointing at an increased chance of the Fed hiking at the end of this year, but you're drawing a line and saying, no, you don't think they can. why are you drawing this line? Yeah, I mean, to some extent, this week's newsletter is the result of me being tired of schizo posting about different things that could happen in the straightover news. And I feel like …”
“… Beyond that, it was good. You had to stay off the timeline on the weekend, never doom, touch grass. Never doom. You go to Palm Sunday Mass. Exactly. Anchor yourself in what's going on, what's really important. Then we can come here Monday and reconvene and talk about the big thesis that you really touched on in the newsletter over the weekend, which is there's a lot of discussion about the Federal Reserve and whether or not they're going to hike. Probabilities across the board seem to be pointing at an increased chance of the Fed hiking at the end of this year, but you're drawing a line and saying, no, you don't think they can. why are you drawing this line? Yeah, I mean, to some extent, this week's newsletter is the result of me being tired of schizo posting about different things that could happen in the straightover news. And I feel like everyone's tired of reading about that. So I tried to take a bit of a different tack this time, but I actually think this was maybe one of the more interesting and underreported stories of last week as everyone stays focused on, you know, minute to minute updates out of Iran. Yeah. As you said, market increasingly looks to be pricing higher odds. And …”
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Despite rising odds of a Federal Reserve rate hike, experts argue that the Fed is trapped and unable to act due to the fiscal state of the U.S. economy. With ongoing military spending and inflation pressures from global disruptions, the Fed faces a dilemma that could hinder their ability to raise rates effectively. This discussion sheds light on the underreported complexities influencing monetary policy amidst geopolitical tensions.
“… effects could be bigger. They could be smaller. They could be much smaller or much bigger. We just don't know. And the traditional playbook for the Federal Reserve when you see a supply chalk like this is to just stand pat because the hit to growth and the boost of inflation boost to inflation basically cancel each other out.”
“… for the economy, do not worry. Even the top economic policymaker in the world has no clue. Jerome Powell went up to the microphone yesterday for his press conference and said, the thing I really want to emphasize is that nobody knows. The economic effects could be bigger. They could be smaller. They could be much smaller or much bigger. We just don't know. And the traditional playbook for the Federal Reserve when you see a supply chalk like this is to just stand pat because the hit to growth and the boost of inflation boost to inflation basically cancel each other out.”
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In a revealing press conference, Jerome Powell admitted that even he doesn't know how the ongoing war and rising oil prices will affect the U.S. economy. As the Fed holds interest rates steady, Powell emphasized that traditional responses to oil shocks may not apply, leaving the economic outlook murky. This uncertainty is compounded by the Fed's lack of data following recent geopolitical events, making it a precarious time for policymakers and the economy alike.
“so when we last left our i hesitate to call them heroes but when we last left the federal reserve board um there was a very obviously cooked up investigation by the justice department into federal reserve chair jerome powell this investigation doesn't really seem to have advanced at all but the conflict over powell and over powell's replacement has been intensifying in recent weeks. Last week, on the 15th of April, Trump threatened to fire Powell if Powell stayed on as basically the temporary Federal Reserve chair after his term expired Now …”
“so when we last left our i hesitate to call them heroes but when we last left the federal reserve board um there was a very obviously cooked up investigation by the justice department into federal reserve chair jerome powell this investigation doesn't really seem to have advanced at all but the conflict over powell and over powell's replacement has been intensifying in recent weeks. Last week, on the 15th of April, Trump threatened to fire Powell if Powell stayed on as basically the temporary Federal Reserve chair after his term expired Now the reason this is happening is because Trump attempt to get someone confirmed to replace Powell has not been going well. And if no one is confirmed by May 15th, then the office is just empty. And Powell has said that he wants to stay on and become the temporary chair. this is sort of unprecedented but then again we've also not ever had the …”
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The investigation into Jerome Powell was politically motivated and has stalled Trump's efforts to replace him, highlighting dysfunction in the appointment process.
The investigation into Jerome Powell is a politically motivated move by Trump, creating unprecedented turmoil in the Federal Reserve's leadership transition.
“… $3.50 today. So the March report is going to be key. The numbers there could get pretty ugly. This inflation report is unlikely to influence the Federal Reserve's decision on interest rates. The Fed is meeting next week and the market is pricing in a 99% chance that interest rates stay as is. And with the potential resurgence of inflation, the Fed might have to wait even longer to cut interest rates. We'll see what Fed Chair Jerome Powell has to say about it next week. Let's shift gears and talk about Oracle. They reported earnings last night and the numbers came in strong. Total revenues grew 22% to …”
“… now. Economists often estimate that every $10 increase in oil prices can add about 0.2 percentage points to inflation. In fact, we're already seeing a real impact at the prompt. The average gas price went from $2.90 a gallon before the war to around $3.50 today. So the March report is going to be key. The numbers there could get pretty ugly. This inflation report is unlikely to influence the Federal Reserve's decision on interest rates. The Fed is meeting next week and the market is pricing in a 99% chance that interest rates stay as is. And with the potential resurgence of inflation, the Fed might have to wait even longer to cut interest rates. We'll see what Fed Chair Jerome Powell has to say about it next week. Let's shift gears and talk about Oracle. They reported earnings last night and the numbers came in strong. Total revenues grew 22% to $17.2 billion, beating Wall Street estimates. But the real headline is the cloud infrastructure business, which is basically Oracle's data center and AI computing segment. Revenues there surged 84 to billion accelerating from the 68 growth last quarter and beating Wall Street expectations And it Oracle outlook that got investors really excited …”
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Oracle's earnings report revealed a surprising 22% revenue growth, driven by an 84% surge in cloud infrastructure, beating Wall Street expectations. Meanwhile, inflation concerns loom as the recent CPI report may not reflect the economic impact of rising oil prices due to the war in Iran. This juxtaposition highlights the complexities investors face in today's volatile market.
“… questioning it. And I think that's where mostly the popular, I would argue, probably 90 to 95 percent of people are right now. Yeah. Right. And the Federal Reserve was created in the middle of the night on Christmas Eve, right, by a small group of people. And a lot of people don't know that story, that it's a private corporation. You know, I've actually red pilled more people through orange pills than trying to talk them about politics because nobody likes to be stolen from. And this isn't a red or blue thing like nobody likes to be stolen from. I will gladly join forces with Democrats, right, to stop …”
“… I, not that I covet, but that I heavily depend on. I've been working a job since I was 12 years old. I've had a bank account since I was like 14. And it wasn't until I was like 20, 21 where I was like, oh, what is this? What is this money thing? And questioning it. And I think that's where mostly the popular, I would argue, probably 90 to 95 percent of people are right now. Yeah. Right. And the Federal Reserve was created in the middle of the night on Christmas Eve, right, by a small group of people. And a lot of people don't know that story, that it's a private corporation. You know, I've actually red pilled more people through orange pills than trying to talk them about politics because nobody likes to be stolen from. And this isn't a red or blue thing like nobody likes to be stolen from. I will gladly join forces with Democrats, right, to stop paying their taxes. And they should if they if they hate the president so much, like why are they still paying their taxes right to this stuff? Right. So this is actually a common goal that we can fight together, that we don't have to even talk politics, because all the political talking heads out there, like the Nick Fuentes and the Alex Jones and …”
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Discovering Bitcoin radically shifted my understanding of money, revealing how little I knew despite working and banking since my early teens. This awakening is shared by many, as they grapple with the realities of a financial system that operates largely in secrecy, like the Federal Reserve's origins. The conversation transcends politics, uniting people against a common issue: the manipulation of their hard-earned money.
“… is just as important. The fact that prediction markets are self-correcting in real time. So as new information comes out about a jobs report, a Federal Reserve speech, an earnings surprise, something with validity to it, the odds shift within minutes. You don't have to wait for the next poll to be conducted in two weeks from now. The market is repricing itself constantly, incorporating every piece of new data as it comes in in real time. It's like having a living, breathing probability engine. So if you're someone listening to this and you're still relying on cable news and X threads to form your …”
“the market is almost always closer to the truth. That's all correct, Robert. And there's another layer to this, which I think is just as important. The fact that prediction markets are self-correcting in real time. So as new information comes out about a jobs report, a Federal Reserve speech, an earnings surprise, something with validity to it, the odds shift within minutes. You don't have to wait for the next poll to be conducted in two weeks from now. The market is repricing itself constantly, incorporating every piece of new data as it comes in in real time. It's like having a living, breathing probability engine. So if you're someone listening to this and you're still relying on cable news and X threads to form your investment thesis, I'm not saying stop reading the news and stop following along on all these platforms. But what I am saying is check the prediction markets first, because like I alluded to, they're reactive, they're fast, and they change within minutes, and you can see what the actual money is really saying. Then read the headlines and decide if the …”
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Prediction markets offer real-time insights that can significantly enhance your investment decisions. Instead of relying solely on news headlines, savvy investors use these markets to assess probabilities, such as the likelihood of a recession, allowing for more informed choices. By analyzing the current probabilities, you can avoid making hasty decisions based on fear and instead align your investments with the actual market sentiment.
“… up, could easily breach $100 a barrel. At which point, what does that do to inflation at home? What does that do to the interest rate policy of the Federal Reserve? That's its own thing. What this could do to the affordability crisis and to gas prices in America and also in Europe could also massively destabilize Europe. And we're already seeing this in liquid natural gas prices, which are skyrocketing in Europe. Not the case for America. We're insulated from the issue a little bit more because we have our own supplies. So that's good. But then even things like cyber attacks. I mean, we've already seen a …”
“… would be that this isn't contained, that Israel hits Iran's oil facilities, Iran starts hitting other nations' oil facilities to just cause some chaos because they're frustrated, they're on the back foot. Oil starts, the price of oil starts to go up, could easily breach $100 a barrel. At which point, what does that do to inflation at home? What does that do to the interest rate policy of the Federal Reserve? That's its own thing. What this could do to the affordability crisis and to gas prices in America and also in Europe could also massively destabilize Europe. And we're already seeing this in liquid natural gas prices, which are skyrocketing in Europe. Not the case for America. We're insulated from the issue a little bit more because we have our own supplies. So that's good. But then even things like cyber attacks. I mean, we've already seen a huge increase in cyber attacks on Israel literally days after they struck Iran. What if that happens to America too? What if there is a refugee crisis I mean this is a country with a population of 90 million people What happens if they all decide okay we out of here this is a hot zone which it is and they decided to start fleeing to Europe? What …”
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The escalating conflict with Iran lacks a clear strategy, risking a prolonged war with severe economic repercussions, including skyrocketing oil prices and potential destabilization in Europe.
“… these numbers sound pretty small, but you gotta remember, central banks around the world have been fighting inflation for years now. In fact, the US Federal Reserve was just starting to get close to its 2% target, and this oil shock could throw all that progress out the window and force the Fed to wait on cutting interest rates On top of that rising energy prices also impact business confidence J Morgan chief global strategist David Kelly warned that when companies don know what energy is going to cost next quarter they pull back on hiring and investing and expansion. Energy is an input cost for basically …”
“… headline inflation. Goldman Sachs is estimating more of a modest impact. They think this could be a 0.1% drag on global GDP growth and a 0.2 percentage points boost to headline inflation under their baseline scenario. Now, you might be thinking that these numbers sound pretty small, but you gotta remember, central banks around the world have been fighting inflation for years now. In fact, the US Federal Reserve was just starting to get close to its 2% target, and this oil shock could throw all that progress out the window and force the Fed to wait on cutting interest rates On top of that rising energy prices also impact business confidence J Morgan chief global strategist David Kelly warned that when companies don know what energy is going to cost next quarter they pull back on hiring and investing and expansion. Energy is an input cost for basically everything. So when oil and gas prices go up, well, then shipping and transportation prices go up. And when shipping prices go up, well, goods get more expensive. And when things get more expensive, consumers tend to pull back on spending. And when consumers pull back on spending, well, then economic growth slows down. So the economic impact of a …”
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While the US is less directly impacted due to its oil production, the global pricing of oil means American consumers will still face rising gas prices and potential economic ripple effects.
The global economy is vulnerable to the Strait of Hormuz blockade, with Asia facing the most severe impact due to its heavy reliance on Middle Eastern oil and gas imports.
The global economic impact of US-Iran tensions is significant, with Asia facing the brunt due to its reliance on Middle Eastern oil, while the US feels less direct impact but still suffers from global price hikes.
The escalating tensions in the Strait of Hormuz are causing significant economic strain, particularly in Asia, with China being highly vulnerable due to its heavy reliance on oil imports from the region.
“… to react to this, Evan. You've got the Dow Jones down, the S&P down, NASDAQ is down, so on. All of this starting to brew into a nightmare for the Federal Reserve. If you've got unemployment still on cue and you have rising inflation coming in from all this hot kinetic stuff that's happening in Iran, this basically gets us into stagflation. How does the Fed respond to this, man? So I think that we're going to see some better news. You know, I think it's not going to be as bad as some. I don't think we're going to see actual stagflation. You know, I think I think things are going to end and it's going to …”
“… it there. One, of course, is this February job report, which is, yes, a total disaster. U.S. didn't stop hiring. It actually lost 92,000 jobs in February. Unemployment has climbed to 4.4, surpassing the 4.3. And now you have markets that are starting to react to this, Evan. You've got the Dow Jones down, the S&P down, NASDAQ is down, so on. All of this starting to brew into a nightmare for the Federal Reserve. If you've got unemployment still on cue and you have rising inflation coming in from all this hot kinetic stuff that's happening in Iran, this basically gets us into stagflation. How does the Fed respond to this, man? So I think that we're going to see some better news. You know, I think it's not going to be as bad as some. I don't think we're going to see actual stagflation. You know, I think I think things are going to end and it's going to you know, I think you got a few more months of things kind of energy oil potentially going up. But after that, I think inflation kind of stabilizes again. And once Kevin Warsh gets in, I think I think the plan stays. I think you may see some cuts, potentially July, that kind of area. I wouldn't get too afraid of stagflation just yet. I'll keep more …”
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The U.S. is facing a potential economic nightmare with rising unemployment and inflation, raising fears of stagflation. However, market analyst Evan Aldo believes there is hope for stabilization, suggesting that the Federal Reserve may not need to panic just yet. He anticipates a possible economic rebound in the coming months, with inflation leveling off and potential interest rate cuts ahead.
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