Shows
OdatvPKK'nın kendini lağvetmesi tesadüf değil... Ünlü döngü kuramı: Kondratyev | Soner Yalçın Yazıları | 14 Mayıs 2025PKK, dünyada “yeni” bir ekonomi-politiğin doğduğu dönemde kuruldu: Neoliberalizm…Günümüzde bu ideolojinin çöküşüne tanıklık ediyoruz. PKK’nın kendini lağvetmesinin bu döneme denk gelmesi tesadüf mü?Nikolay Kondratyev (1892-1938) Rus Marksist ekonomist. “Kondratyev Dalgaları” diye bilinen tezin sahibi.Yazdıklarıyla Joseph Schumpeter, Ernest Mandel, François Simiand, Immanuel Wallerstein ve Eric Hobsbawm gibi isimleri etkiledi.Ortaya attığı 1926 yılındaki teorisine göre kapitalist ekonomik yapı; doğuyor, büyüyor, durağanlaşıyor ve çöküyor. Her dalgada emek-sermaye ilişkileri yeni...
2025-05-1405 min
JDPODWorld-Systems Analysis: An IntroductionTimestamps3:40: Definition and Key Concepts11:52 - Genealogy22:00 - Key Thinkers48:13: WS Theorists before WST59:14 ConclusionReferences/Recommended ReadingsRather than World Systems Analysis: An Introduction, read this essay:Immanuel Wallerstein: The Rise and Future Demise of the World Capitalist System: Concepts for Comparative Analysis (1974): https://drive.google.com/file/d/1FpqIxQnQwqPYtGcK1H391HV0PGAt5Mxh/view?usp=sharingWalter Rodney - How Europe Underdeveloped Africa: https://monoskop.org/images/8/81/Rodney_Walter_How_Europe...
2025-03-041h 14
Top of the MorningBitcoin vs. Gold: A Tale of Two AssetsTech Leaders Push Longer Workweeks: Brin Advocates 60-Hour Grind for AI RaceGoogle co-founder Sergey Brin is urging employees to work 60-hour weeks, believing it’s crucial for winning the race toward Artificial General Intelligence (AGI). His stance aligns with Infosys’ Narayana Murthy, who suggested 70-hour workweeks for young Indians, and L&T’s SN Subrahmanyan, who went even further with 90-hour weeks. In an internal memo, Brin stressed that with OpenAI and Microsoft closing in, Google must double down on effort. He encouraged engineers to use the company’s AI models for coding efficiency, reinforcing the message...
2025-03-0308 min
Monetary Matters with Jack FarleyEconomic Playbook For Trump 2.0 | Eric Wallerstein on Tariffs, DOGE, Jobs Numbers, and Global Trade War Tail RiskEric Wallerstein, Chief Markets Strategist for Yardeni Research, joins Jack to share his optimist outlook on the U.S. economy. Recorded on February 27, 2025.Follow Eric Wallerstein on Twitter https://x.com/ericwallersteinFollow Yardeni on Twitter https://x.com/yardeniFollow Jack Farley on Twitter https://x.com/JackFarley96Follow Monetary Matters on:Apple Podcast https://rb.gy/s5qfyhSpotify https://rb.gy/x56dx5YouTube https://rb.gy/dpwxez
2025-03-021h 27
The Bitcoin LayerBitcoin & Stocks SURGE as Fed Keeps Markets HotIn this episode, Nik Bhatia and Eric Wallerstein analyze the complexities of the current US economy, examining key factors shaping market trends, monetary policy, and Bitcoin's evolving role. They break down stock market dynamics, the Federal Reserve's potential path for interest rates, and treasury yields. The discussion also highlights the transformative ® and its implications for equity markets. Additionally, they examine the dollar's position in global trade, assess China’s economic struggles, and consider how potential US-China trade negotiations might unfold in this shifting macroeconomic environment. 📊 The Bitcoin Layer is a bitcoin and global macroeconomic research firm.
2025-01-3005 min
MoneyShow MoneyMasters PodcastYardeni Research’s Eric Wallerstein: Stock Market at a CrossroadsThe stock market is at a crossroads. After the strongest back-to-back years for the S&P 500 since the late 1990s, investors are wondering what to expect in 2025. Will higher productivity, stronger earnings, and D.C. deregulation win out and propel equities higher? Or will higher-for-longer interest rates, geopolitical tensions, and “sticky” inflation hamstring markets? To cut through the fog and get some answers, I spoke with Eric Wallerstein, Chief Markets Strategist at Yardeni Research, for this week’s MoneyShow MoneyMasters Podcast.
Eric starts by sharing his background, which included stints at the New York Fed’s repo desk and the...
2025-01-1617 min
MoneyShow MoneyMasters PodcastYardeni Research's Eric Wallerstein: Stock Market at a CrossroadsThe stock market is at a crossroads. After the strongest back-to-back years for the S&P 500 since the late 1990s, investors are wondering what to expect in 2025. Will higher productivity, stronger earnings, and D.C. deregulation win out and propel equities higher? Or will higher-for-longer interest rates, geopolitical tensions, and “sticky” inflation hamstring markets? To cut through the fog and get some answers, I spoke with Eric Wallerstein, Chief Markets Strategist at Yardeni Research, for this week’s MoneyShow MoneyMasters Podcast.Eric starts by sharing his background, which included stints at the New York Fed’s repo desk and the...
2025-01-1617 min
The Bitcoin LayerGoodbye Recession: Welcome to the 2025 Economic BoomIn this episode, Nik Bhatia sits down with Eric Wallerstein of Yardeni Research to dissect the forces driving today’s financial markets. They explore how rising interest rates and evolving monetary policy are reshaping recession expectations and the resilience of the corporate bond market, dive into the Fed’s cautious balance sheet management, the risks of private credit, and the impact of bond volatility on equity returns. The discussion highlights the effects of a strong dollar, the Treasury’s strategy to manage the yield curve, and the interplay between the Fed and Treasury in shaping future policy. Eric draws from h...
2024-11-1552 min
The Bitcoin LayerGoodbye Recession: Welcome to the 2025 Economic BoomIn this episode, Nik Bhatia sits down with Eric Wallerstein of Yardeni Research to dissect the forces driving today’s financial markets. They explore how rising interest rates and evolving monetary policy are reshaping recession expectations and the resilience of the corporate bond market, dive into the Fed’s cautious balance sheet management, the risks of private credit, and the impact of bond volatility on equity returns. The discussion highlights the effects of a strong dollar, the Treasury’s strategy to manage the yield curve, and the interplay between the Fed and Treasury in shaping future policy. Eric draws from his ex...
2024-11-1552 min
Supply ShockOn the Margin: Why The Fed Shouldn’t Cut Rates | Eric WallersteinIn this episode, Eric Wallerstein joins the show to discuss why the labor market is cooling (not crashing), the decline in the personal savings rate, and increasing labor productivity. We also break down GDP, the credit markets, and how to rethink asset allocation in today's market. Enjoy!–Follow Eric Wallerstein: https://x.com/ericwallersteinYardeni QuickTakes: https://www.yardeniquicktakes.com/Follow Felix: https://x.com/fejau_incFollow On The Margin: https://twitter.com/OnTheMarginPodOn The Margin Newsletter: https://blockworks.co/newsletter/onthemargin–MA...
2024-09-0457 min
Money Life with Chuck JaffeStack's Jonson on why this market 'unravels similar to the tech bubble'Zach Jonson, chief investment officer at Stack Financial Management, says that while the stock market has been moving to record highs, "it wasn't healthy." He says that market valuations are overblown, with concentration in the index being more of a concern than at any time in history, which means that current conditions are lining up with some rare time periods, most notably the tech bubble days of the late 1990s, which ended turning ugly when the bubble burst. That's in contrast with the view from Eric Wallerstein, chief markets strategist at Yardeni Research, who says the Dow Jones Industrial...
2024-07-2658 min
Global Macro UpdateEconomic Fairy Dust Will the stock market rise another 50% by 2030? Dr. Ed Yardeni says it could, citing tech-fueled productivity gains. Join me, Dr. Ed, and his colleague Eric Wallerstein (formerly of the New York Fed and The Wall Street Journal) as we discuss interest rates, inflation, and the housing market, plus which market sectors investors should focus on now.
2024-05-2432 min
Daf Yomi by R’ Eli Stefansky at MDYDaf Yomi Bava Metzia Daf 71 by R’ Eli Stefansky00:00 - Good Chodesh!
00:21 - Omer.8MinDaf.com
00:31 - Emails
03:24 - MDYsponsor.com
04:50 - Introduction
06:59 - Amud Aleph
34:22 - Amud Beis
50:53 - Amud Aleph
52:03 - Have a Wonderful Day
Quiz - http://Kahoot.8MinDaf.com
--
Today's shiur is sponsored
Anonymous - For the safe and speedy return of all the hostages
&
לע״נ זכריה בן משה
לע״נ חיה בת יוסף
&
For hatzlacha in parnasah...
2024-05-0952 min
WSJ's Take On the WeekWill DoorDash Deliver the Economy a Romantic Dinner this Valentine’s? Why will DoorDash’s earnings report deliver a better check-up for the U.S. economy than Marriott, Coca-Cola and Kraft-Heinz this week? Because the affordable luxury of food delivery is a great barometer for how much Americans are still willing to spend. Jason Helfstein, Oppenheimer and Company’s managing director and head of Internet research, tells us why he’s giving the stock a buy rating and how he thinks the latest changes to minimum wage laws will affect stockholders. And it’s still all about inflation. WSJ markets reporter Eric Wallerstein joins us to break down why this week’s CP...
2024-02-1123 min
Daily MotivationsI WILL NEVER QUITSpeakers: Jocko Willink, Zecharia Wallerstein, Robert Madu, TD Jakes, Les Brown, Tyler Perry, Inky Johnson, Mel Robbins, Joel Osteen, Chadd Wright
William King Hollis, Eric Thomas, Jocko Willink, Kanye West, David Goggins, Ed Mylett, Grant Cardone, Denzel Washington, Steve Harvey, Kevin Hart,
Matthew McConaughey, Andy Frisella, Mike Tyson, Joe Rogan, Rich Piana, Joey Diaz, Robert Greene, Oprah Winfrey, Arnold Schwarzenegger, Dwayne Johnson, Jordan Peterson,
Will Smith, Matt Hagee, Eliud Kipchoge
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2023-06-2435 min
The Sociology of Everything PodcastImmanuel Wallerstein's World-Systems Theory (ft. Charles Lemert)In this episode, Eric Hsu and Louis Everuss explore Immanuel Wallerstein's influential and innovative approach to theorizing inequalities at a global level, which regards capitalism as a 'world-system' that is directly linked with colonialism. They also welcome onto the program a guest who you can either thank or blame for Eric having an academic career in sociology, Emeritus Professor Charles Lemert. Having previously co-authored a work with Wallerstein, Charles tells Eric and Louis what they got wrong about Wallerstein's insights about the capitalist world-system. Music and sound effects for this episode comes from various sources and is...
2023-06-0739 min
From Lab to Launch by QualioErnie Wallerstein, Jr. CEO of Mental Health TechnologiesToday we’re excited to have with us Ernie Wallerstein, Jr., President and CEO of Mental Health Technologies or MHT. Ernie founded MHT back in 2018 and before that spent his career in big and startup tech companies. You can read his full bio in the show notes. Mental Health Technologies is a cloud-based platform for testing and screening patients for behavioral health disorders. It aids professionals in addressing the growing challenge in providing services for mental health and substance abuse. By focusing on ease-of-use for both patients and providers, objective data collection, and enhanced billing practices, MHT’s go...
2023-04-1831 min
Money For the Rest of UsHow the Coming Credit Crunch Could Harm the Economy and Real Estate PricesHow accelerating bank deposit withdrawals could harm the economy, including real estate prices. How dollars slosh around the financial system but always seem to end up at the Federal Reserve.Topics covered include:How many deposits have left banks since the Silicon Valley Bank collapseHow much have banks borrowed from the Federal Reserve to meet deposit withdrawalsWhy exiting deposits are harming bank profits and causing them to make fewer loansHow the credit crunch could hurt commercial real estate valuesHow money market mutual funds differ from banksHow today's banking crisis is similar to the 1980s savings and...
2023-04-1228 min
Edtech InsidersWeek In Edtech, 3/12: SVB Bank Run, ChatGPT4, Google Buys Photomath, and SxSWEDUSend us a textIn this special, UNEDITED version of Week in Edtech, Ben, Alex and special guest co-host Matt Tower discuss:1) The sudden demise and federal takeover of Silicon Valley Bank and what it means for Tech, Banking and Edtech.News:Jenna Smialek and Alan Rappeport of NYTEric Wallerstein et al. of WSJDaniel Taub of BloombergTakesKevin Roose of NYTMatt Levine of BloombergNoah Smith of Noahpinion2) Discuss the rumors of ChatGPT4 launching next week with AI-created videoMicrosoft will launch ChatGPT 4...
2023-03-131h 13
WSJ Your Money MattersU.S. Stocks Are in a Bear Market, So Why Are Investors Buying?Despite an unsettled economy and rising interest rates that have rattled Wall Street, investors continue to favor U.S. stocks over foreign equities. WSJ markets reporter Eric Wallerstein joins host J.R. Whalen to explain why, and what it means for your portfolio.
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2022-11-2207 minWSJ Your Money MattersHow ‘Buffer Funds’ Protect Against Market VolatilityAs stocks have flirted with bear-market territory this year, many people have invested in a type of exchange-traded fund known as a “buffer fund” to protect against potential steep declines. WSJ markets reporter Eric Wallerstein joins host J.R. Whalen to explain how buffer funds work and how well they have performed.
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2022-09-0806 min
Minas da RedaçãoEpisódio #11: Conceitos Indispensáveis - Materialismo Histórico e Reificação.Começamos HOJE uma série de episódios para debater conceitos essenciais para a redação. Esses conceitos podem embasar grande quantidade de reflexões que colaboram para a compreensão de muitos temas! Iniciando com uma breve análise do conceito de Materialismo Histórico, o objetivo é mostrar de que maneira o capitalismo impactou as relações- sociais, amorosas, políticas, de trabalho -, mudando os rumos da sociedade ocidental. Neste episódio, nos embasamos nas ideias de pensadores como Karl Marx, Immanuel Wallerstein, Eric Hobsbawm, além da análise de expoentes da literatura como Drummond e Machado de Assis...
2020-10-2558 min
KenFM: TagesdosisDrohnenmorde nur noch ohne Hate Speech! | Von Mathias BröckersEin Kommentar von Mathias Bröckers. Der geschätzte Senior-Korrespondent und Gonzo-Kolumnist der „Asia Times“, Pepe Escobar, hat unlängst auf Facebook 30 Jahre Geschichte in einer Minute erzählt: „Eric Hobsbawm zeigte uns, wie das kurze 21. Jahrhundert mit dem Fall der Berliner Mauer 1989 und dem Ende der UdSSR 1991 endete. Dann kam der unipolare Moment - im Zeichen dieses pathetischen, neo-hegelianischen "Endes der Geschichte". Doch es brauchte einen neuen Feind - für die Zwecke der nie aufgelösten Kriegspartei. Betreten Sie die Galaxie der "muslimischen Terroristen". Während der Hegemon den globalen Krieg gegen den Terror (GWOT) entfaltete - Bombenangriffe, Invasionen und P...
2020-07-1410 min