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B-Schaeff Daily

Brenden Schaeffer

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Brenden Schaeffer discusses the topics of the day in Cardinals baseball, MLB and the sports world at-large. Become a subscriber for an ad-free listening experience here: https://podcasters.spotify.com/pod/show/bschaeffer12/subscribe
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Hosted by Rob DiPietro (@deadpullhitter) and featuring industry titans Jeff Zimmerman (@jeffwzimmerman) and Rob Silver (@RobSilver), the Launch Angle Podcast (@LaunchAnglePod) takes a look at the world of fantasy baseball and offers up advice on draft strategies, player evaluation, ownership trends, player call-ups, and everything in between! So if you're looking for the podcast that will help you win your fantasy league then look no further. Support this podcast: https://podcasters.spotify. ...
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Small businesses are the soul of America. This is where they tell their stories. Three years, 16,000 miles and counting... Small Business War Stories is a weekly show recorded in person with small business owners. We get the triumphs, struggles, and funny stories from our guests’ everyday lives. Hosted by Pablo Fuentes, an entrepreneur and musician based in Austin, Texas. For more on the show, please visit https://smallbusinesswarstories.com/
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Interested in the startup scene at Kellogg & Northwestern? Inspired by NPR's "How I Built This", "My Startup Journey" is a podcast where we interview current Kellogg startups to learn about their ideas, struggles and development.
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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…
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Sign up for Underdog Fantasy! PROMO CODE: BSCHAEFFLink: https://play.underdogfantasy.com/p-brenden-schaeffer----Brenden Schaeffer discusses the first key piece of news of the Cardinals off-season as the team announced Thursday it has declined the options on Kyle Gibson, Lance Lynn and Keynan Middleton for 2025.The savings amounts to around $25 mill…
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Earnings Season continues as October ends: Microsoft and Meta reports reveal lowered expectations for 2025; Microstrategy is raising stakes on Bitcoin w $42-B buy: Will prove to be either brilliant or disastrous (only 6% of Bitcoin owners are active users); Apple & Amazon results will reveal more about consumer spending. Can famed investors Paul Tu…
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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…
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Markets have now had the best 12-months risk-adjusted returns since 2018. Sadly, that is unsustainable. The S&P is not doing much, with very narrow price compression, and markets are quietly de-risking behind the scenes as the election draws near. Markets are holding support at the 20-DMA, but that could get taken out today. All of the algorithms a…
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Russ Smith, Louisville national champion and the man behind Mr. and Mrs. Smith Bourbon, discussed wearing orange for the Tennessee label of his bourbon, accountability in the NIL world, the pluses and minuses of Pat Kelsey's Cardinal squad, adapting to life in other countries, and being "the mascot guy" for his label...…
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Halloween preview & earnings parade; pre-election bond market auction action. Markets are hedging a bit ahead of elections. The latest JOLTS report was weaker than expected - more evidence of a slowing economy? Meanwhile, consumer confidence continues to confound, bouncing up in the latest Conference Board Confidence Index reading, especially for f…
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Halloween preview & earnings parade; pre-election bond market auction action. Markets are hedging a bit ahead of elections. The latest JOLTS report was weaker than expected - more evidence of a slowing economy? Meanwhile, consumer confidence continues to confound, bouncing up in the latest Conference Board Confidence Index reading, especially for f…
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The Conference Board's latest Consumer Confidence Survey shows an increase in consumer confidence, a nice bounce from the recent downtrend; both present and future expectation metrics increased. The overall survey remains low, but surprisingly, consumer confidence in stock prices over the next year is at an all-time high. Accordingly, markets conti…
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A barrage of earnings reports this week reveals companies are beating lowered expectations, and revenue is down. McDonald's foot traffic is off (and interesting economic barometer); the story is surely unfolding of an economy that is slowing down. What do markets sell signals tell us? There are two ways for markets to correct: Consolidation, or pul…
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A barrage of earnings reports this week reveals companies are beating lowered expectations, and revenue is down. McDonald's foot traffic is off (and interesting economic barometer); the story is surely unfolding of an economy that is slowing down. What do markets sell signals tell us? There are two ways for markets to correct: Consolidation, or pul…
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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…
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Markets continue to do their thing, still sitting on a sell signal, which is limiting upside. How can markets move up while under a sell signal? Sell signals don't necessarily mean markets correct, it just means markets don't go anywhere. Sell signals simply suggest there are more buyers than sellers, and things are beginning to slow down. Markets …
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Wrapping up the Month of October and beginning the strongest period for markets, November - April; what could throw a wrench into the works? (How about an election upset?) Markets are positioning for a specific, anticipated outcome. Life with the Roberts': Child #4 accepted at Baylor! The Halloween dress-rehearsal. Markets' positioning for election…
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Wrapping up the Month of October and beginning the strongest period for markets, November - April; what could throw a wrench into the works? (How about an election upset?) Markets are positioning for a specific, anticipated outcome. Life with the Roberts': Child #4 accepted at Baylor! The Halloween dress-rehearsal. Markets' positioning for election…
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After a whirlwind week of St. Louis Blues hockey, Clay Herrell hops back on the Blues Breakdown Podcast to discuss it all. Jake Neighbours got a new contract and then everything went off the rails. Robert Thomas is out for six weeks, and yet, we saw a version of Jordan Kyrou that was very interesting as a result of a new pairing in Thomas' absence.…
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Markets have begun positioning for the winner of the 2024 Election. What we don't know for certain is who that winner will be...but trading actions we can see are clearly pointing to a win by a particular candidate by their positioning in certain groups of companies that would benefit from policies the winner might implement. Meanwhile, the S&P con…
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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…
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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 …
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Gold Fish are changing their name to Chilean Sea Bass, and Spam will henceforth be known as Filet Mignon; the world has gone awry, and Richard & Jonathan discuss the surprise results from Tesla, Polymarket odds for the 2024 Election, and goal scooping and setting expectations for 2025. Richard compares the Saudi's newest, biggest building in the wo…
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Gold Fish are changing their name to Chilean Sea Bass, and Spam will henceforth be known as Filet Mignon; the world has gone awry, and Richard & Jonathan discuss the surprise results from Tesla, Polymarket odds for the 2024 Election, and goal scooping and setting expectations for 2025. Richard compares the Saudi's newest, biggest building in the wo…
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The Conference Board's Economic Surprise Index gauges exactly that: How surprised economists are when things don't pan out as they expected. Like the economy doing better than they think it ought, under the current conditions. Economists are setting themselves up for disappointment; more Americans are living paycheck-to-paycheck. Lance and Michael …
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The Conference Board's Economic Surprise Index gauges exactly that: How surprised economists are when things don't pan out as they expected. Like the economy doing better than they think it ought, under the current conditions. Economists are setting themselves up for disappointment; more Americans are living paycheck-to-paycheck. Lance and Michael …
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We've been noting a rising wedge pattern in the markets, and on Wednesday markets broke out of that to the downside. The good news is that markets came down to the 20-DMA, tested, and held. So the first level of support is holding; the next level will be at around 5,650, which is the 50-DMA, so risk of additional correction remains as we head into …
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Markets sold off on Tuesday to break even. following six straight weeks of gains; still, markets have no fear of recession. Lance shares his personal strategy for Bonds (using his own money, not clients') When everyone is hating on Bonds is the time to buy. After the Election, the focus will return to Yields and Interest Rates. Lance next provides …
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Markets sold off on Tuesday to break even. following six straight weeks of gains; still, markets have no fear of recession. Lance shares his personal strategy for Bonds (using his own money, not clients') When everyone is hating on Bonds is the time to buy. After the Election, the focus will return to Yields and Interest Rates. Lance next provides …
  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…
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Lance explains why he took a long position in TLT, and bought call options on TLT for December in his personal account; not in clients' accounts...yet. That's because there is an extreme level of pessimism about Bonds: The options skew on bonds is as negative as it has been going back to Bonds' rally last November. Everybody is back to hating Bonds…
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