Good afternoon. And I'm going to be dangerous when you go off script. Before I begin my speech, because the movie reminds me when I was seven years old, my father woke me up one morning to tell me to the United States and landed on the moon in 1969.I was seven years old and it is very inspirational to see that the remarks brought back from that are still the same people all over the world today. And it shows what we can do when we work together in a partnership with the United States and Japan and the techn ...

India is now #3 in global unicorns, and was the #1 fastest growing economy in the world from 2015-2025. How did that come about?Hemant was a colleague of mine at a16z and is now a partner at Lightspeed, which has $25B+ under management. We give an overview of Indian tech for people who know nothing about India.For the full episode with @MohapatraHemant:📺YouTube: https://t.co/YKCiHJ8Wbt🔊Spotify: https://t.co/00vJAuXQVK🍎Apple: https://t.co/m9ZtEQ3yV8 ...

continue the market conversation with Wolf Research's chief investment strategist uh Chris Senak joins us here at Post9. Happy Friday, Chris. Good to see you.Happy Friday. Thanks for having you. Encouraged by by the highs, I assume from a technical standpoint. From a technical standpoint, new highs.The leadership is led by industrials and tech and those are the stalwarts to the economy. So, I think that leadership continues. The earnings results have been very solid.Look at 3M this morning. a up guidance ma ...

Economic Outlook & Monetary Policy - Retail sales show positive signs, indicating the economy isn't declining sharply [1][4] - The market anticipates the Federal Reserve will cut rates this year, but the timing remains uncertain [5] - Some believe the Fed should cut rates aggressively to stimulate the economy, potentially requiring more than 25-50 basis points [6] - Neutral interest rates are likely higher than current estimates, possibly around 3-35%, suggesting less need for aggressive rate cuts to stimulate the economy [7] - Calibrating rates to the underlying economic dynamics is crucial [8] Tariffs & Inflation - Companies have significant cash reserves (over $25 trillion outside of tech) and free cash flow to absorb tariff costs [2] - External producers may be absorbing some tariff costs, similar to 2019 [3] - The worst fears surrounding tariffs may be averted, but price pressures are still emerging [3] - The Federal Reserve's ability to look past short-term price pressures is crucial [3] Housing Market - Regulation at the state and local level is a major factor driving elevated home prices [9] - Addressing regulation is essential for long-term affordability in the housing market [9] - Cyclical solutions include increasing supply and reducing mortgage rates, but these won't fully address the regulatory impact [9] - The prospective buyers index is at a new cycle low [8] Capital Expenditure (CAPEX) & Resources - The industry is focused on capital expenditure, particularly related to AI and data centers [10] - Data centers require significant resources, especially water, highlighting the need for desalination [11] - Desalination requires energy, emphasizing the interconnectedness of energy and resource management [11][12] - Innovation in desalination to reduce energy consumption is crucial [12]

Monetary Policy & Federal Reserve - The speaker suggests the US economy is at a transformational moment and could be entering a golden age with the right policies [5][6] - The speaker expresses concern that the Federal Reserve (Fed) is using outdated models and governance, potentially hindering recognition of a productivity boom [7] - The speaker advocates for "regime change" at the Fed, criticizing the current monetary policy approach and lack of credibility [13] - The speaker points out the Fed's inconsistent actions, such as emergency rate cuts followed by a hawkish stance, questioning the institution's stability [14] - The speaker emphasizes the need for more robust discussion and diverse ideas within the Fed, rather than groupthink based on outdated models [18] - The speaker proposes a new theory of inflation, suggesting it's driven by excessive government spending and money printing, which is not adequately considered by the Fed [19] - The speaker stresses the importance of independent operation in monetary policy, but criticizes the Fed for venturing into areas outside its expertise, such as climate change and diversity, equity, and inclusion [22][23] - The speaker accuses the Fed of blaming external factors like Vladimir Putin and pandemic supply chains for inflation, rather than taking responsibility for its own policy choices [26][27] Leadership & Independence - The speaker believes the next Fed chairman should be independent and act according to what they believe is right, regardless of White House advice [21] - The speaker references Paul Volcker's era as an example of a Fed chairman who brought about regime change and reestablished credibility [17]

A flood of Chinese imports threatens Mexico's efforts to diversify and grow its economy. The solution: greater integration with its North American neighbors, says @shannonkoneil (via @opinion) https://t.co/4JKlf3Dcsa ...

picked up in the second quarter. We did a bunch of uh of IPOs that were significant in the second quarter. You know, I call out Chime, uh Euro, Circle, these all traded well, you know, in the secondary market.There's a pretty good pentup backlog of IPO activity and I think you're going to see more of it in the third and fourth quarter, particularly if this equity market sustains. So, what kind of I mean economic growth picture are you looking at for second half and into next year. It it feels to me, you kno ...

China pledged to rein in “irrational competition” in its electric vehicle industry, a sign policymakers are concerned about price wars threatening economic growth https://t.co/Z7W2bymYEp ...

Germany’s economy probably failed to grow in the second quarter after a surprisingly strong expansion at the start of the year, the Bundesbank says https://t.co/hoXYnc3A29 ...

At least nine US and international banks raised their forecasts for China’s economic growth this year following better-than-expected data from the second quarter https://t.co/YnC7jE28lF ...