Market Outlook - The market is not in a traditional bubble, as people tend to expect history to repeat itself, but the market often has different plans [3] - The greatest call was the secular decline in interest rates, which is believed to be back [4] - Short-term interest rates would be between 1% and 2% without the Fed's intervention [3] Economic Factors - Demographics are a strong reason for the current yield curve, as aging societies save more [7] - Older populations save more, exemplified by Japan and Germany, where savings exceed investment [8][9] - The US has $170 trillion in financial assets against a $30 trillion economy, making it difficult to sustain high interest rates [10] - Private debt is contracting at 2% per year relative to GDP, impacting the banking system [14] Investment Strategy - A massive shift in corporate sector ownership from debt holders to shareholders is expected as debt decreases [14][15] - Equities are expected to benefit as debt stock unwinds [16] - Productivity gains from AI are already visible, with hours worked down about 2% from 2019 while real GDP is up 13% [17] Technology Sector - The corporate sector is generating free cash flow late in the cycle [17] - Hyperscalers may not make money directly from large language models but will offer low-cost software packages [22]

Baseball is going to limit pitchby pitch betting in the wake of that gambling scandal that uh we were talking about. Contessa Brewer joins us now with more. Take on it.I love that. Uh I bet on everyone. >> Well, you still can >> for a while.>> You just No, no, no. You just can't bet a lot. Major League Baseball has extracted commitments from its sportsbook partners to limit the profit players can make off rigged pitches.It says those agreed upon restrictions will cover 98% of the legal US sports betting mar ...

Welcome back to Squawkbox. Apple confirming it's now removed two popular gay dating apps from its Chinese app store that follows an order from the country's internet regulator and censorship authority. The company telling CNBC it must follow the laws of the countries where it operates.Now over the weekend, reports said that the app uh it's called Blue and another one's called Fina suddenly disappeared from that app store. In 2022, popular gay dating app Grinder was removed from the app store in China as wel ...

Thematic Investing Trends - The market is closely monitoring tokenization and its potential within the ETF structure [3] - Reshoring is gaining traction as a significant theme, driven by policy and consumer factors, potentially benefiting old-school infrastructure and industrial products [3][4] - Infrastructure is a key area of focus, particularly in relation to reshoring efforts [6] Impact of External Factors - Tariffs, while not currently having a massive impact on consumers, could further drive reshoring efforts through infrastructure plays [6] - Electrification of the US economy is crucial to support the AI boom [7] Company Focus - Global X's largest ETF, PAVE, highlights the importance of infrastructure [6]

Wawira Njiru. She grew up in Kenya, where her parents, who worked in health care and were leaders at their church, taught her that if you have something, you share it, that early lesson in service shaped her purpose in life. While studying nutrition in Australia, she realized she had to help the many children back home who were going to school hungry.So she hosted a small fundraiser, cooking for 80 people, and used the money she raised to feed 25 kids. That simple idea became food for education, a movement ...

Thematic ETFs were all the rage until the foundational AI trade of the so-called “Magnificent 7” stole the spotlight. Are thematics set for a comeback in 2026 thanks to AI? Global X ETFs CEO Ryan O’Connor and ETF Action founding partner Mike Akins sit down with CNBC’s Dominic Chu on “ETF Edge” to discuss the range of thematic ETFs, how they've changed the ETF landscape and the next ETF themes to watch. ...

ETF Action founding partner Mike Akins says thematic ETFs could be headed for a comeback thanks to the explosive growth of AI. He digs into what's behind the revolution and why he thinks they could also replace sectors. Global X ETFS CEO Ryan O’Connor joins the conversation with CNBC's Dominic Chu. ...

It is time. It's time for the light stock by sub and then the lightning round is over. Are you ready.I don't care money. Let's start with Chase in Illinois. Chase.>> Hey Jim, it's Charlie from Chicago. I'm a longtime listener. Uh looking forward to getting your insights.I know you don't like companies that are free revenue, but a recent IPO that has come across my radar is a financial security company whose technology has a potential to save swift banks over $40 billion a year and has applications in the po ...

And the only thing that's saving me is this drink. You know what this drink is. This is the Dutch Bros.Oregon based, drive through coffee chain drink that is going to keep you awake right through the Eagles game. This time, the company just reported a nice top and bottom line beat. Stock got hit the next day.That was wrong. Sold off 4.2%. That was wrong.Mainly because Dutch Bros saw its shop level margins come in a little bit light, but that's ridiculous. After the initial pullback on Thursday, this thing r ...

All right. So, Bob, I think that uh people have to understand that there is no level of cholesterol that's good. That's something we've determined, but there's no way to get it down to the level that would make it so it's insignificant except for with your drug.Well, Jim, I think what we've demonstrated with the data that we shared this weekend is that when it comes to preventing uh, for example, heart attacks, uh, by lowering LDL to a target of 45, a median of 45, we were able to reduce by 36% the risk of ...