Bedste Henrich-podcasts (2024)

1
Sven Henrich: Technical Analysis Says "Remain Bullish, But Be Careful" 1:35:06

25m ago1:35:06

1:35:06

When Sven Henrich of NorthmanTrader.com was last on this program in July, he shared that he had just closed out all his longs and moved to cash.That moved paid off, as the S&P fell over 300 points in the following few weeks.Stocks rebounded after the sell-off and have powered higher up to today, now back near all-time highs.So what does his Technic…

1
Spooked Markets To Remain Jittery Until Election Resolves | Lance Roberts & Adam Taggart 1:36:23

23h ago1:36:23

1:36:23

In this week's Market Recap, portfolio manager Lance Roberts and I discuss the drivers of this week's turbulence in stocks (especially the Magnificent 7 tech stocks), the disappointing payrolls numbers, the impact of the upcoming presidential election as well as the resumption of buybacks on markets, as well as Lance's firm's recent trades.WORRIED …

1
Are The Big Banks Still Colluding? | Nomi Prins 1:00:43

2d ago1:00:43

1:00:43

The stock market has hit another all-time high this week, and Wall Street's profits for 2024 are off the charts -- nearly TWICE as high as last year's.Meanwhile, the wealth divide in America continues to widen as average folks struggle with the post-COVID surge in cost of living and record high interest rates on their debt.What does this growing di…

1
TLHP 61 The Evangelical Lutheran Confessional Forum and Its Role in Founding the CELC with Timothy Plichta 34:10

3d ago34:10

34:10

Timothy Plichta is a WELS homeschooled high school student living in Germantown, WI. He loves Lutheran history in general and is especially enthralled with anything related to the CELC. Blue Grit Podcast: The Voice of Texas Law Enforcement Host: Clint McNear and Tyler Owen discussing topics, issues, and stories within the... Listen on: Apple Podcas…

1
Fiscal Spending Is Out Of Control | Chris Brightman 1:28:43

3d ago1:28:43

1:28:43

We've had two excellent years of returns in the stock market. Can that winning streak continue into 2025?And in less than a week, we should know who the next President of the United States is. How should investors alter their position based on who the winner is.For answers, we're going to find out how the big players -- those managing tens of billi…

1
“Trickle Down Ideology: It’s Like TOXIC" With Wael T Miller 1:55:58

5d ago1:55:58

1:55:58

Wael Taji Miller is a Visiting Fellow at the Mathias Corvinus Collegium’s School of Psychology. Taji’s research focuses on the intersection of innovation, evolved psychology, and contemporary societal challenges. We discussed social and cultural evolution, particularly the implications of losing our capacity to engage differing viewpoints. We agree…

1
Luke Gromen: Bonds Are Now "Un-investable" 1:00:15

5d ago1:00:15

1:00:15

We find ourselves in a time of transition, one that may increasingly be later described as upheaval.In a week, we'll have a new US President, which will bring change both to the US and to geopolitics.We already have a new interest rate regime as the world's major central banks have pivoted back to cutting rates.And we may be seeing the start of a n…

1
Stocks Could Easily Plunge 20% Or More In 2025 | David Hay & Jeff Dicks 1:11:06

7d ago1:11:06

1:11:06

It's certainly an interesting time in the markets.The world's major central banks have returned to cutting interest rates. Yet bond yields are rising on the long end.Meanwhile, risk on assets are in rally mode. Stocks are back at all-time highs.Yet so is gold, the grand-daddy of risk off assets.To make sense of all of this, we're fortunate to speak…

1
6-Week Win Streak For Stocks Just Ended | Lance Roberts & Adam Taggart 1:32:51

8d ago1:32:51

1:32:51

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 …

1
The Rules Of Investing Are Changing, Making The Game Harder | Cameron Dawson 58:30

11d ago58:30

58:30

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…

1
Here's The Latest Outlook From Lacy Hunt, Lyn Alden, Stephanie Pomboy + A Dozen Other Experts 16:03

12d ago16:03

16:03

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…

1
The TRUTH About Gender Mutilation | Mia Hughes (WPATH Files Report Author) 1:31:31

13d ago1:31:31

1:31:31

Mia Hughes is an Ottawa-based British journalist and researcher for Michael Shellenberger's nonprofit, Environmental Progress. Mia authored the WPATH Files report, which exposed widespread medical mistreatment of children, adolescents, and vulnerable adults in the realm of gender-affirming care. We were both in Lisbon, Portugal, for the Genspect co…

1
The Facts On Illegal Immigration & Border Security | Center For Immigration Studies 1:44:41

14d ago1:44:41

1:44:41

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,…

1
Bullish Indicators Galore, But Stocks Overbought In Short Term | Lance Roberts & Adam Taggart 1:16:53

15d ago1:16:53

1:16:53

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 …

1
How AI Will End Academia w/Jozef Gherman 1:05:26

16d ago1:05:26

1:05:26

StealthGPT can write academic papers. It can also write peer-reviewed papers and Ph.D. theses. And it can write them in such a way that they are undetectable by AI. In this conversation, I talk with Jozef Gherman, creator of StealthGPT. Jozef on X Watch this episode on YouTube. Cozen O’Connor Public Strategies - The Beltway Briefing Listen for of-t…

1
TLHP 60 Wyneken in Baltimore: Contesting Lutheran Identity 1845-1850 1:18:28

17d ago1:18:28

1:18:28

This episode is a fuller version of my presentation given at the 2024 Lutheran Historical Conference in Baltimore. Link to the full video of this episode. One church historian observed that “ It would require pages and pages to report Wyneken's work during his pastorate [in Baltimore].” This episode will examine one specific topic- how Wyneken cont…

1
Liquidity Drain To Disrupt Markets In 2025 | Michael Howell 1:00:43

17d ago1:00:43

1:00:43

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…

1
Self-Sabotage: The Silent Killer | Africa Brooke 1:12:53

19d ago1:12:53

1:12:53

In this conversation with author and consultant Africa Brooke, we discuss addiction, self-sabotage, and self-censorship. Africa shares her journey from Zimbabwe to the United Kingdom and how it shaped her understanding of the world and herself—including her struggle with a ten-year alcohol addiction. Writing became a lifeline as did helping others …

1
Did The Fed "Jump The Shark" By Cutting Too Early? | Chris Whalen 59:01

19d ago59:01

59:01

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 …

1
Jim Rogers: We're On A Collision Course With Crisis 1:19:11

21d ago1:19:11

1:19:11

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…

1
Stocks Are EXPENSIVE, Yet A New Buy Signal Just Triggered | Lance Roberts & Adam Taggart 1:24:20

22d ago1:24:20

1:24:20

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…

1
David Rosenberg: Boomers Sleepwalking Into A Bear Market + Recession 1:04:23

24d ago1:04:23

1:04:23

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…

1
Bill Fleckenstein: Is A Bond Market Revolt Underway? 58:14

26d ago58:14

58:14

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 …

1
“You’re a Relativist,” said the Atheist to the Christian! | Dr. Jan Bentz 1:48:33

27d ago1:48:33

1:48:33

Dr. Jan Bentz is a lecturer and tutor at Oxford who specializes in the convergence of medieval and modern philosophy. We covered a wide range of philosophical themes, truth, delusions of utopia, applied epistemology, the importance of friendship, the nature of realism, and if we can claim to know something absent the “dogma” of the scientific metho…

1
Gold Could Hit $6,000/oz If This Cycle Acts Like Past Ones | Brien Lundin 1:25:25

28d ago1:25:25

1:25:25

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 …

1
Short-Term Sell Signal Triggered For Stocks | Lance Roberts & Adam Taggart 1:51:44

29d ago1:51:44

1:51:44

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, …

1
TLHP 59 Johannes Bugenhagen and Poor Relief with Jason Oakland 1:04:39

1M ago1:04:39

1:04:39

Image: Johannes Bugenhagen During the Reformation Martin Luther restored many Christian teachings to its proper biblical understanding. One of the men who worked with Luther in communicating those teachings was Johannes Bugenhagen. This episode explores one specific way Bugenhagen communicated the doctrine of the Two Kingdoms in The Christian Order…

1
Markets Unprepared For West-To-East Capital Repatriation | Louis Gave 1:02:47

1M ago1:02:47

1:02:47

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…

1
Iran vs Israel: How Far Will It Escalate? | RANE's Ryan Bohl 1:01:00

1M ago1:01:00

1:01:00

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?- …

1
Ethical Dimension of Artificial Intelligence OR Are We in a Simulation? | Dr. Clinton Staley 1:16:20

1M ago1:16:20

1:16:20

Dr. Staley has taught computer science at UC Santa Barbara, Cal Poly SLO, and Principia College. He has also built software, managed development projects, and co-founded several small software companies. We explored the age-old question of how to measure right and wrong, especially in the context of advancing technology, AI, and robotics. We also d…

1
US & China Liquidity To Keep Boosting Stocks From Here? | Jan van Eck 1:07:57

1M ago1:07:57

1:07:57

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…

1
Our Food Is Killing Us. Regenerative Farming Fixes This. | Joel Salatin 1:11:04

1M ago1:11:04

1:11:04

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…

1
Will Stocks Melt-up To S&P 6000+ Soon? | Lance Roberts & Adam Taggart 1:40:44

1M ago1:40:44

1:40:44

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…

1
Leading Indicators Say 'No Recession' Over Next Few Quarters?? | Lakshman Achuthan 1:36:15

1M ago1:36:15

1:36:15

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 …

1
The Power of Literature w/Kirsten Hall Herlin, Assistant Professor at UATX 51:50

1M ago51:50

51:50

I had the pleasure of conversing with Kirsten Hall Herlin, an Assistant Professor at UATX, a distinguished scholar of literature, and the managing editor of the Genealogies of Modernity Journal. We discussed the intricacies of writing and the role of literature in shaping our lives and understanding the world. Kirsten and I explored the impact of A…

1
Surging Inventory Starting To Strike Fear In Home Sellers | Nick Gerli 1:18:17

1M ago1:18:17

1:18:17

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 …

1
Markets Are Too Complacent - Prepare For Pain | Ted Oakley 56:42

1M ago56:42

56:42

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…

1
Interest Rate Cuts Just Changed Everything! | Michael Lebowitz & Adam Taggart 1:14:26

1M ago1:14:26

1:14:26

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, …

1
Corporate Insiders Are Selling Like Crazy | Jesse Felder 59:07

1M ago59:07

59:07

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…

1
TLHP 58 U.V. Koren and C.F.W. Walther’s views on American Government with Andrew Soule 53:45

1M ago53:45

53:45

Image U.V. Koren “How is our America doing?” That is the poignant question that C.F.W. Walther (1811 1887), the President of Concordia Seminary, St. Louis, asks in his Synod’s theological journal, “Lehre und Wehre” in 1863. In a series of articles written in the Spring of that year, on the eve of the Civil War, Walther addressed topics such as slav…

1
The Fed Finally Pivots & Cuts Interest Rates By 0.5% ! | live Q&A w/ Axel Merk 1:04:49

2M ago1:04:49

1:04:49

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

1
How WEIRD Societies Shaped the World w/Evolutionary Biologist Joseph Henrich 1:08:59

2M ago1:08:59

1:08:59

I had a conversation with Joesph Henrich, a distinguished anthropologist and evolutionary biologist at Harvard. Renowned for his interdisciplinary research on cultural evolution and the origins of WEIRD (Western, Educated, Industrialized, Rich, and Democratic) societies, Joseph is a deep dude. We had a wide-ranging discussion on topics such as cult…

1
Healthy Relationships Are A Huge Part Of True Wealth | Ashley Taggart 56:39

2M ago56:39

56:39

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…

1
America's Secret Weapon To Win The A.I. War | Doomberg 1:34:31

2M ago1:34:31

1:34:31

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…

1
The Correction In Stocks Is Over...For Now | Lance Roberts & Adam Taggart 1:49:21

2M ago1:49:21

1:49:21

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…

1
The Debt Crisis Also Presents Great Opportunity For Investors | Gordon Long 1:25:51

2M ago1:25:51

1:25:51

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…

1
Do "Islamophobia" Accusations Silence Real Feminism? With Yasmine Mohammed 1:30:20

2M ago1:30:20

1:30:20

Yasmine Mohammed and Peter Boghossian discuss women's oppression under Islam and Western Feminism's silence on the issue. Follow Yasmine: Free Hearts Free Minds Yasmine Mohammad Podcast Yasmine's book, "Unveiled: How the West Empowers Radical Muslims" Clarity Coalition Yasmine on Instagram, Facebook, and X Watch this episode on YouTube. Cozen O’Con…

1
When You Step Outside the Matrix w/Alex Priou 1:22:07

2M ago1:22:07

1:22:07

While in Denver with the University of Austin for the Life of Mind Tour, I had a deep conversation about philosophy with Alex Priou. Alex is a professor, philosopher, author, and contributor to The New Thinkery podcast. We talked about the fragility of civilization, what constitutes a good life, and what happens when one's beliefs have been hijacke…

1
Buckle Up! Markets To Get More Volatile From Here | Cem Karsan 1:09:55

2M ago1:09:55

1:09:55

After a long slumber, volatility has started returning to the financial markets over the past month.Why? And is this just a brief episode? Or the start of a more turbulent era for investors?For answers, we welcome back to the program Cem Karsan, Founder, CIO, and Managing Principal of Kai Volatility Advisors, widely known as @jam_croissant on X/Twi…

1
Will The Cost Of Living Grow Faster Than Your Wealth Can? | New Harbor 1:16:56

2M ago1:16:56

1:16:56

Many consumers are still suffering annual double-digit increases in living essentials. So even though inflation measured as CPI is now reported to be under 3%, that flies in the face of the much higher cost increases real people experience in their daily lives.This is causing investors to start worrying: Will the cost of living outpace my ability t…

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