<![CDATA[David Reavill]]>https://www.valueside.comRiverside.fm (https://riverside.com)Sat, 04 Apr 2026 04:55:28 GMTSat, 24 Jan 2026 15:02:04 GMT60David ReavillOur mission is to provide you with a unique insight into the trends and events that move our financial markets. We’re sometimes controversial, sometimes not. But there are no products to be sold here, nor commissions to be made. Our only hope is that we may provide you with a new perspective on our Global Financial World.episodicDavid Reavillreavill@protonmail.comno<![CDATA[When A Presidetn makes Up His Own Rules]]>It's been 10 months since "Liberation Day." The Day that President Donald Trump issued tariffs on the world. Today, Friday, February 20, 2026, the United States Supreme Court issued its ruling striking down Trump's use of the "International Emergency Economic Powers Act (IEEPA) as an authority reserved for Congress.

]]>50fabf43-38e0-4b71-9986-d02c950fde18Sun, 22 Feb 2026 20:22:55 GMT<p>It's been 10 months since "Liberation Day." The Day that President Donald Trump issued tariffs on the world. Today, Friday, February 20, 2026, the United States Supreme Court issued its ruling striking down Trump's use of the "International Emergency Economic Powers Act (IEEPA) as an authority reserved for Congress.</p>no00:04:54When A Presidetn makes Up His Own Rulesfull<![CDATA[Will the Tariff Dividend Checks Cause Inflation?]]>It's an almost irresistible temptation, especially for Americans who are suffering financially: President Donald Trump has offered to send out a "Dividend" Check to millions, promising it is part of the very successful Tariff Program. Today, we'll take a look at this offer and whether it is a "good deal" or not.

]]>https://valueside.podbean.com/e/will-the-tariff-dividend-checks-cause-inflation-1762874638/valueside.podbean.com/72995ab8-2a0b-3e8b-adc4-2614d17b7760Thu, 13 Nov 2025 04:23:00 GMT<p>It's an almost irresistible temptation, especially for Americans who are suffering financially: President Donald Trump has offered to send out a "Dividend" Check to millions, promising it is part of the very successful Tariff Program. Today, we'll take a look at this offer and whether it is a "good deal" or not. </p> no00:07:513386Will the Tariff Dividend Checks Cause Inflation?full<![CDATA[How The Coming Trade War Threatens Your Everyday Shopping]]>There has never been anything like it: a coordinated, cooperative system of production that brings resources and factories together to create the products that fill our local markets and stores. We call it simply, the Supply Chain.

]]>https://valueside.podbean.com/e/how-the-coming-trade-war-threatens-your-everyday-shopping-1760445459/valueside.podbean.com/92bbb31a-b942-3811-801b-fd033e916bf7Thu, 16 Oct 2025 03:36:00 GMT<p>There has never been anything like it: a coordinated, cooperative system of production that brings resources and factories together to create the products that fill our local markets and stores. We call it simply, the Supply Chain. </p> no00:09:063370How The Coming Trade War Threatens Your Everyday Shoppingfull<![CDATA[How We Lost The Tofu War]]>It was late in 2024 that most soy farmers settled on their plans for this year. And what a year 2024 had been. It was one of the most highly profitable years for soybeans ever. And for the many farmers who had switched to the "beans" a decade before, they must have felt prescient. The demand for Soy in the States had continued to gradually strengthen, as many Americans sought out the healthy, vegetarian alternative to red meat.

]]>https://valueside.podbean.com/e/how-we-lost-the-tofu-war-1758461117/valueside.podbean.com/191b2444-14fb-34f7-b0b6-bf75d2bbe7d9Tue, 23 Sep 2025 03:24:00 GMT<p>It was late in 2024 that most soy farmers settled on their plans for this year. And what a year 2024 had been. It was one of the most highly profitable years for soybeans ever. And for the many farmers who had switched to the "beans" a decade before, they must have felt prescient. The demand for Soy in the States had continued to gradually strengthen, as many Americans sought out the healthy, vegetarian alternative to red meat.</p> no00:06:363358How We Lost The Tofu Warfull<![CDATA[America's Risk Of Geo-Conflict Rises]]>From Ukraine to Iran to Venezuela, our country is currently involved in a series of near-geoconflicts. It's a situation that we've never seen in the modern era. Yet most people seem totally oblivious to these possible dangers. It is especially true for Wall Street, where most of the investing class dismisses any risk with a shrug. The urgency of these conflicts and the need for immediate attention cannot be overstated.

]]>https://valueside.podbean.com/e/americas-risk-of-geo-conflict-rises/valueside.podbean.com/8345c7d6-cb80-326c-8f83-9f630c907562Tue, 09 Sep 2025 15:19:44 GMT<p>From Ukraine to Iran to Venezuela, our country is currently involved in a series of near-geoconflicts. It's a situation that we've never seen in the modern era. Yet most people seem totally oblivious to these possible dangers. It is especially true for Wall Street, where most of the investing class dismisses any risk with a shrug. The urgency of these conflicts and the need for immediate attention cannot be overstated.</p> no00:11:433351America's Risk Of Geo-Conflict Risesfull<![CDATA[The World Responds To American Tariffs And Sanctions]]>However, it's only now that we're beginning to feel the added pinch of this new import tax. Because it takes time for imports to reach American ports, be transported to local stores and shops, it has taken this long for us to see those new, tariff-laden goods. Labor Day Weekend was the beginning of what we anticipate will be a sustained elevation in prices due to tariffs. Regrettably, we're only at the first chapter of what will likely be a very long story, one that may have a profound financial influence on us all.

]]>https://valueside.podbean.com/e/the-world-responds-to-american-tariffs-and-sanctions-1756993358/valueside.podbean.com/fbd662ef-9fe4-35a4-829c-d63ff46ed37dFri, 05 Sep 2025 13:41:00 GMT<p>However, it's only now that we're beginning to feel the added pinch of this new import tax. Because it takes time for imports to reach American ports, be transported to local stores and shops, it has taken this long for us to see those new, tariff-laden goods. Labor Day Weekend was the beginning of what we anticipate will be a sustained elevation in prices due to tariffs. Regrettably, we're only at the first chapter of what will likely be a very long story, one that may have a profound financial influence on us all.</p> no00:07:223349The World Responds To American Tariffs And Sanctionsfull<![CDATA[A President Who Demands The Very "Best"]]>President Donald John Trump has lived a life that few of us can even imagine. For years, we've seen him on the cover of magazines and the front page of newspapers—photos of him walking with celebrities, shaking hands with Presidents. He's been the epitome of a real estate tycoon, having owned signature properties, including a selection of golf courses, three Atlantic City Casinos, and now his legendary Trump Tower in Manhattan and the Mar-a-Lago Club in Palm Beach.

]]>https://valueside.podbean.com/e/a-president-who-demands-the-very-best-1756738257/valueside.podbean.com/912c8e20-e72b-33b1-9664-3891b8bd6720Wed, 03 Sep 2025 03:49:00 GMT<p>President Donald John Trump has lived a life that few of us can even imagine. For years, we've seen him on the cover of magazines and the front page of newspapers—photos of him walking with celebrities, shaking hands with Presidents. He's been the epitome of a real estate tycoon, having owned signature properties, including a selection of golf courses, three Atlantic City Casinos, and now his legendary Trump Tower in Manhattan and the Mar-a-Lago Club in Palm Beach. </p> no00:09:383346A President Who Demands The Very "Best"full<![CDATA[The Hubris Of Tariffs]]>At the core of President Trump's Tariff Policy are the multiple goals of reducing the nation's trade imbalance, re-industrializing the country, and raising funds for the government budget. Almost no one would argue with these objectives.

]]>https://valueside.podbean.com/e/the-hubris-of-tariffs-1756300192/valueside.podbean.com/1ef4abcf-cdd7-3780-ba3f-deefdfa7743eFri, 29 Aug 2025 03:09:00 GMT<p>At the core of President Trump's Tariff Policy are the multiple goals of reducing the nation's trade imbalance, re-industrializing the country, and raising funds for the government budget. Almost no one would argue with these objectives.</p> no00:09:253342The Hubris Of Tariffsfull<![CDATA[How The World Views Trump Policies]]>One such market does exist. It's the Foreign Exchange Market (FOREX). On this market, the US Dollar trades against all the other currencies in the world. The St. Louis Federal Reserve tracks the Weekly movements of the US Dollar Index (Nominal), which is available to everyone.

]]>https://valueside.podbean.com/e/how-the-world-views-trump-policies/valueside.podbean.com/2794f6d0-17b7-3457-af3a-e80935261eebSun, 22 Jun 2025 03:19:00 GMT<p>One such market does exist. It's the Foreign Exchange Market (FOREX). On this market, the US Dollar trades against all the other currencies in the world. The St. Louis Federal Reserve tracks the Weekly movements of the US Dollar Index (Nominal), which is available to everyone.</p> no00:06:133296How The World Views Trump Policiesfull<![CDATA[Does Anything Good Come from International Trade?]]>On April 2, 2025, “Liberation Day,” President Donald J. Trump presented the world with his list of tariffs to be applied to virtually all nations. This was the climax of a process that he had begun a couple of weeks before. He aimed to reduce the annual trade deficit that the United States has endured for years.

]]>https://valueside.podbean.com/e/does-anything-good-come-from-international-trade-1749223847/valueside.podbean.com/1337c168-3695-3187-b24b-7f044811be0bSat, 07 Jun 2025 03:29:00 GMT<p>On April 2, 2025, “Liberation Day,” President Donald J. Trump presented the world with his list of tariffs to be applied to virtually all nations. This was the climax of a process that he had begun a couple of weeks before. He aimed to reduce the annual trade deficit that the United States has endured for years.</p> no00:10:393284Does Anything Good Come from International Trade?full<![CDATA[When A Grand Strategy Meets Your Wallet]]>It’s been a month since “Liberation Day,” the day that President Donald J. Trump announced that we would emerge from the oppression of foreign manufacturing. For years, the President declared, we’ve been “ripped off” by the Chinese and others who have moved American jobs to their shores, producing the goods and products that you and I consume daily.

]]>https://valueside.podbean.com/e/when-a-grand-strategy-meets-your-wallet-1746536519/valueside.podbean.com/64530028-f311-3b8c-8286-18a6736adb22Thu, 08 May 2025 03:01:00 GMT<p>It’s been a month since “Liberation Day,” the day that President Donald J. Trump announced that we would emerge from the oppression of foreign manufacturing. For years, the President declared, we’ve been “ripped off” by the Chinese and others who have moved American jobs to their shores, producing the goods and products that you and I consume daily.</p> no00:06:133262When A Grand Strategy Meets Your Walletfull<![CDATA[Reading The Financial Markets Q2, 2025]]>Relatively few investors are day traders, yet most of the technical market indicators are computed daily. This leads to a very myopic perspective — it’s like driving a car with a microscope. You’ll eventually see the oncoming traffic, but it may be after you crash.

]]>https://valueside.podbean.com/e/reading-the-financial-markets-q2-2025-1746190478/valueside.podbean.com/66fcc0e9-a301-3f11-8668-5d531bd1c1b2Sun, 04 May 2025 03:53:00 GMT<p>Relatively few investors are day traders, yet most of the technical market indicators are computed daily. This leads to a very myopic perspective — it’s like driving a car with a microscope. You’ll eventually see the oncoming traffic, but it may be after you crash.</p> no00:07:373258Reading The Financial Markets Q2, 2025full<![CDATA[What's Up With President Trump's Tariffs?]]>For over half a century, China has produced items that American consumers want to buy, from early, inexpensive toys and gadgets to today’s high-tech personal computers, smartphones, and advanced equipment and machinery.

 

]]>https://valueside.podbean.com/e/whats-up-with-president-trumps-tariffs-1745510044/valueside.podbean.com/3489ea57-2f4b-33ec-b000-2fdcf56d8521Fri, 25 Apr 2025 03:51:00 GMT<p>For over half a century, China has produced items that American consumers want to buy, from early, inexpensive toys and gadgets to today’s high-tech personal computers, smartphones, and advanced equipment and machinery.</p> <p> </p> no00:09:233252What's Up With President Trump's Tariffs?full<![CDATA[Why Wall Street Was Bound To Hate Trump's Tariffs (Late Night Edition)]]>It’s easy for Investment outsiders to underestimate the pressure to perform on

Wall Street. From the largest Mutual or Hedge Fund Manager (with the greatest

AUM) to the lowest regional Stock Broker, the demand to produce solid returns

year after year is intense. It’s the reason many financial professionals hang up

their careers prematurely.

]]>https://valueside.podbean.com/e/why-wall-street-was-bound-to-hate-trumps-tariffs-late-night-edition/valueside.podbean.com/348ec68f-50f2-350e-bb56-2dd7320dd5deThu, 10 Apr 2025 03:23:00 GMT<p>It’s easy for Investment outsiders to underestimate the pressure to perform on </p> <p>Wall Street. From the largest Mutual or Hedge Fund Manager (with the greatest</p> <p> AUM) to the lowest regional Stock Broker, the demand to produce solid returns</p> <p> year after year is intense. It’s the reason many financial professionals hang up</p> <p> their careers prematurely.</p> no00:07:513242Why Wall Street Was Bound To Hate Trump's Tariffs (Late Night Edition)full<![CDATA[Managing Cash: The Warren Buffett Model]]>We started following Warren Buffett's cash position a year ago. At the time (the end of 2023), he had accumulated $163 Billion, an unheard-of sum. Many felt that the “Oracle from Omaha” had reached his limit, that he'd gone as far as he would. However, it turned out that Buffett had only just begun raising cash. By the end of 2024, Berkshire Hathaway's cash position had risen to $334 Billion—incredible!

]]>https://valueside.podbean.com/e/managing-cash-the-warren-buffett-model-1742565731/valueside.podbean.com/68f123b4-ca4b-3787-9a8a-4eec0e4a2fbeSat, 22 Mar 2025 03:00:00 GMT<p>We started following Warren Buffett's cash position a year ago. At the time (the end of 2023), he had accumulated $163 Billion, an unheard-of sum. Many felt that the “Oracle from Omaha” had reached his limit, that he'd gone as far as he would. However, it turned out that Buffett had only just begun raising cash. By the end of 2024, Berkshire Hathaway's cash position had risen to $334 Billion—incredible!</p> no00:06:493232Managing Cash: The Warren Buffett Modelfull<![CDATA[Why It's Time To Watch Your Banker Like A Hawk]]>A growing number of analysts on Wall Street are calling for a slowing economy—perhaps not an outright recession, but enough of a slowdown to cause headaches for the bankers. With as much debt as we have in the financial system, read "loans" from banks, even a tiny increase in slow payments or defaults can mean big trouble for banks.

]]>https://valueside.podbean.com/e/why-its-time-to-watch-your-banker-like-a-hawk/valueside.podbean.com/f0b3d460-941d-3fd4-b23e-0d310081ea7eMon, 17 Mar 2025 12:56:48 GMT<p>A growing number of analysts on Wall Street are calling for a slowing economy—perhaps not an outright recession, but enough of a slowdown to cause headaches for the bankers. With as much debt as we have in the financial system, read "loans" from banks, even a tiny increase in slow payments or defaults can mean big trouble for banks.</p> no00:07:213229Why It's Time To Watch Your Banker Like A Hawkfull<![CDATA[DOGE And The Devolution of Power]]>The United States was founded upon the principle of limited Government, the concept that no power or authority should have absolute control over its citizens. This is most often seen in our tripartite division of the President, Congress, and the Courts. However, the division of power between the Federal Government in Washington and the various state governments is equally essential.

]]>https://valueside.podbean.com/e/doge-and-the-devolution-of-power-1742052120/valueside.podbean.com/793dcebe-1be8-36a0-9cf8-ad1770baf564Sun, 16 Mar 2025 15:21:00 GMT<p>The United States was founded upon the principle of limited Government, the concept that no power or authority should have absolute control over its citizens. This is most often seen in our tripartite division of the President, Congress, and the Courts. However, the division of power between the Federal Government in Washington and the various state governments is equally essential.</p> no00:06:123228DOGE And The Devolution of Powerfull<![CDATA[The Massive Task Of Returning America To Self-Sufficiency]]>This extensive reorganization of the Federal Government presents us all with the opportunity to unite as a nation, support each other, and perhaps even regain the initial self-sufficiency that marked our nation's founding.

]]>https://valueside.podbean.com/e/the-massive-task-of-returning-america-to-self-sufficiency-1741622463/valueside.podbean.com/68ccd829-27a3-332d-91e5-382e71aa49c2Tue, 11 Mar 2025 14:00:00 GMT<p>This extensive reorganization of the Federal Government presents us all with the opportunity to unite as a nation, support each other, and perhaps even regain the initial self-sufficiency that marked our nation's founding. </p> no00:10:083225The Massive Task Of Returning America To Self-Sufficiencyfull<![CDATA[How Trump's Tariffs Will Likely Affect Your Wallet]]>At the height of last year's Presidential Campaign, then-Senate Majority Leader Chuck Schumer wrote to the Congressional Budget Office (CBO) asking them to estimate the effects of the Trump Tariffs. At the time, Candidate Trump promised to impose tariffs on many of our nation's most significant trading partners, especially China.

]]>https://valueside.podbean.com/e/how-trumps-tariffs-will-likely-affect-your-wallet/valueside.podbean.com/569c6130-301a-380d-9c6c-3b3c8e3a19f5Tue, 18 Feb 2025 12:55:38 GMT<p>At the height of last year's Presidential Campaign, then-Senate Majority Leader Chuck Schumer wrote to the Congressional Budget Office (CBO) asking them to estimate the effects of the Trump Tariffs. At the time, Candidate Trump promised to impose tariffs on many of our nation's most significant trading partners, especially China.</p> no00:07:083213How Trump's Tariffs Will Likely Affect Your Walletfull<![CDATA[Donald Trump's Economic Challenge]]>With every move he makes to streamline Government and remove waste, Donald Trump reduces the Fiscal Stimulus. It's an overdue process that is essential for America's long-term financial viability. We can only wish him well; it won't be without pain

]]>https://valueside.podbean.com/e/donald-trumps-economic-challenge-1739286431/valueside.podbean.com/4d2ff3c3-d786-388c-b8ee-8313f076aeb6Wed, 12 Feb 2025 04:06:00 GMT<p>With every move he makes to streamline Government and remove waste, Donald Trump reduces the Fiscal Stimulus. It's an overdue process that is essential for America's long-term financial viability. We can only wish him well; it won't be without pain</p> no00:09:223211Donald Trump's Economic Challengefull<![CDATA[DOGE - Looking Under The Hood Of Government Spending]]>The newly introduced DOGE Department Of Government Efficiency has taken the most significant step in providing the average citizen with a minute-by-minute update on the financial condition of America. It's impossible to overstate the long-term effect this will have on our Government's budgets and spending.

]]>https://valueside.podbean.com/e/doge-looking-under-the-hood-of-government-spending-1738856866/valueside.podbean.com/15e719b1-5db3-3f04-a3e7-c6da96fdadf0Fri, 07 Feb 2025 04:46:00 GMT<p>The newly introduced DOGE Department Of Government Efficiency has taken the most significant step in providing the average citizen with a minute-by-minute update on the financial condition of America. It's impossible to overstate the long-term effect this will have on our Government's budgets and spending.</p> no00:07:323209DOGE - Looking Under The Hood Of Government Spendingfull<![CDATA[DOGE - Looking Under The Hood Of Government Spending]]>The newly introduced DOGE Department Of Government Efficiency has taken the most significant step in providing the average citizen with a minute-by-minute update on the financial condition of America. It's impossible to overstate the long-term effect this will have on our Government's budgets and spending.

]]>https://valueside.podbean.com/e/doge-looking-under-the-hood-of-government-spending/valueside.podbean.com/f64f740d-55f0-324c-a86f-289e6b039dc9Thu, 06 Feb 2025 15:43:18 GMT<p>The newly introduced DOGE Department Of Government Efficiency has taken the most significant step in providing the average citizen with a minute-by-minute update on the financial condition of America. It's impossible to overstate the long-term effect this will have on our Government's budgets and spending.</p> no00:07:323208DOGE - Looking Under The Hood Of Government Spendingfull<![CDATA[Closing The Books On Bidenomics, Our Experiment With Centrally Planned Prosperity]]>Imagine a world where everyone was guaranteed an annual salary, not-for-profits, hospitals, schools, and universities didn't have to worry about their budget, and even corporations would receive income. This has been the dream of collectivists for generations. In their thinking, it would eliminate some of the basic limitations of capitalism, inequality, deprivation, and want. In short, this new economy would be heaven on earth.

]]>https://valueside.podbean.com/e/closing-the-books-on-bidenomics-our-experiment-with-centrally-planned-prosperity/valueside.podbean.com/7cb5a3e8-4678-3094-8625-fa4f8ec85c15Wed, 05 Feb 2025 04:33:00 GMT<p>Imagine a world where everyone was guaranteed an annual salary, not-for-profits, hospitals, schools, and universities didn't have to worry about their budget, and even corporations would receive income. This has been the dream of collectivists for generations. In their thinking, it would eliminate some of the basic limitations of capitalism, inequality, deprivation, and want. In short, this new economy would be heaven on earth.</p> no00:07:003207Closing The Books On Bidenomics, Our Experiment With Centrally Planned Prosperityfull<![CDATA[China's Open AI - A Threat To Big Tech]]>For months now, Wall Street has lived on the hopes and aspirations of a new technology, Artificial Intelligence. AI promised to take these highly profitable companies to the next level. The big six were already the most valuable financial assets on the globe. Three were valued at over $3 trillion, (Nvidia, Apple, and Microsoft) two over $2 Trillion (Amazon and Google/Alphabet), and the “low priced company (Meta) at over $1 Trillion.

]]>https://valueside.podbean.com/e/chinas-open-ai-a-threat-to-big-tech-1737993902/valueside.podbean.com/160fcc75-f533-3325-be8e-84bdcab7a212Wed, 29 Jan 2025 04:04:00 GMT<p>For months now, Wall Street has lived on the hopes and aspirations of a new technology, Artificial Intelligence. AI promised to take these highly profitable companies to the next level. The big six were already the most valuable financial assets on the globe. Three were valued at over $3 trillion, (Nvidia, Apple, and Microsoft) two over $2 Trillion (Amazon and Google/Alphabet), and the “low priced company (Meta) at over $1 Trillion. </p> no00:04:553199China's Open AI - A Threat To Big Techfull<![CDATA[Donald Trump And The Art Of The Geopolitical Deal]]>This week began the effort to unwind the most costly war, in terms of lives and resources, that Europe has seen in 80 years. It has been a tragedy of epic proportions. While we don't know exactly how this war will end, the peace process has at last begun.

]]>https://valueside.podbean.com/e/donald-trump-and-the-art-of-the-geopolitical-deal-1737830174/valueside.podbean.com/523f5ac2-f2d1-3303-bf6b-ce6c42aa44a4Sun, 26 Jan 2025 18:35:00 GMT<p>This week began the effort to unwind the most costly war, in terms of lives and resources, that Europe has seen in 80 years. It has been a tragedy of epic proportions. While we don't know exactly how this war will end, the peace process has at last begun.</p> no00:07:303195Donald Trump And The Art Of The Geopolitical Dealfull<![CDATA[Those California Fires - A Generational View]]>For those of us who've enjoyed that little bit of paradise that lies between the mountains and the sea along the Coastline of Southern California, fires are an eternal threat.

It's what comes next that we'll focus on. How will Californians react to the loss and devastation?

]]>https://valueside.podbean.com/e/those-california-fires-a-generational-view-1736778810/valueside.podbean.com/dd07f518-c51a-3ddc-9105-f606428d3a7bWed, 15 Jan 2025 04:32:00 GMT<p>For those of us who've enjoyed that little bit of paradise that lies between the mountains and the sea along the Coastline of Southern California, fires are an eternal threat.</p> <p>It's what comes next that we'll focus on. How will Californians react to the loss and devastation?</p> no00:12:463186Those California Fires - A Generational Viewfull<![CDATA[Those California Fires - A Generational View]]>For those of us who've enjoyed that little bit of paradise that lies between the mountains and the sea along the Coastline of Southern California, fires are an eternal threat.

It's what comes next that we'll focus on. How will Californians react to the loss and devastation?

]]>https://valueside.podbean.com/e/those-california-fires-a-generational-view-1736778709/valueside.podbean.com/c62af777-f613-36be-8277-002fca81300cTue, 14 Jan 2025 04:30:00 GMT<p>For those of us who've enjoyed that little bit of paradise that lies between the mountains and the sea along the Coastline of Southern California, fires are an eternal threat.</p> <p>It's what comes next that we'll focus on. How will Californians react to the loss and devastation?</p> no00:12:463184Those California Fires - A Generational Viewfull<![CDATA[Those California Fires - A Generational View]]>For those of us who've enjoyed that little bit of paradise that lies between the mountains and the sea along the Coastline of Southern California, fires are an eternal threat.

It's what comes next that we'll focus on. How will Californians react to the loss and devastation?

]]>https://valueside.podbean.com/e/those-california-fires-a-generational-view/valueside.podbean.com/604c7a93-3e5f-37bc-827a-da395c9f3b78Mon, 13 Jan 2025 14:29:23 GMT<p>For those of us who've enjoyed that little bit of paradise that lies between the mountains and the sea along the Coastline of Southern California, fires are an eternal threat.</p> <p>It's what comes next that we'll focus on. How will Californians react to the loss and devastation?</p> no00:12:463183Those California Fires - A Generational Viewfull<![CDATA[MACRO 2025 Three Areas Of Concern]]>In 2024, the overall Economy took a negative turn in three areas critical for investors: Corporate Profits, the country's financial condition, and retail sales. Although each sector remains positive, it has taken on a decidedly negative direction.

]]>https://valueside.podbean.com/e/macro-2025-three-areas-of-concern-1736180664/valueside.podbean.com/1367cafd-c3c7-3b77-ad28-c2faacaa2265Tue, 07 Jan 2025 04:23:00 GMT<p>In 2024, the overall Economy took a negative turn in three areas critical for investors: Corporate Profits, the country's financial condition, and retail sales. Although each sector remains positive, it has taken on a decidedly negative direction.</p> no00:12:263180MACRO 2025 Three Areas Of Concernfull<![CDATA[The Fed And The Market Managing The Yield Curve]]>It puts an entirely different slant on how we view the Yield Curve. It's no longer this passive time difference between short and long maturities. Now, it's as if there is one active player (the Bank—the Fed) who puts up their latest interest rates. While on the sidelines, the rest of the world (literally) stands in judgment of the Fed's move. If the Fed raises rates too high, as they did from 2022 until 2024, the long end of the Yield Curve, the Seer, stays put, refusing to budge, showing to the world that the Fed has overreacted.

]]>https://valueside.podbean.com/e/the-fed-and-the-market-managing-the-yield-curve/valueside.podbean.com/9d2dcf4c-5f1d-3a47-a9fb-3b282398a117Sat, 18 Jan 2025 14:06:37 GMT<p>It puts an entirely different slant on how we view the Yield Curve. It's no longer this passive time difference between short and long maturities. Now, it's as if there is one active player (the Bank—the Fed) who puts up their latest interest rates. While on the sidelines, the rest of the world (literally) stands in judgment of the Fed's move. If the Fed raises rates too high, as they did from 2022 until 2024, the long end of the Yield Curve, the Seer, stays put, refusing to budge, showing to the world that the Fed has overreacted.</p> no00:07:573187The Fed And The Market Managing The Yield Curvefull<![CDATA[The Worldly And The Other-Worldly]]>However, for many, life comes with a different perspective, a unique way of seeing things. For the 1.4 billion Catholics around the world, all that came into focus yesterday, May 8. The College of Cardinals elected a new Pope, Pope Leo XIV.

]]>https://valueside.podbean.com/e/the-worldly-and-the-other-worldly-1746879970/valueside.podbean.com/2d9c897b-7f4c-3649-9dd0-6ac274b222d2Sun, 11 May 2025 03:25:00 GMT<p>However, for many, life comes with a different perspective, a unique way of seeing things. For the 1.4 billion Catholics around the world, all that came into focus yesterday, May 8. The College of Cardinals elected a new Pope, Pope Leo XIV.</p> no00:04:103264The Worldly And The Other-Worldlyfull<![CDATA[The Economic Impact Of The Iran-Israel War]]>On Friday, June 13 (remember the Jewish day begins at sundown), Israel attacked Iran. In an audacious move, the IDF managed to hit selected nuclear enrichment facilities, as well as assassinate several Iranian military leaders and atomic scientists. The back-and-forth volley of ballistic and hypersonic missiles, as well as drones and fighter jets, continues, with both sides indicating that this will be a long war lasting many days and perhaps weeks.

]]>https://valueside.podbean.com/e/the-economic-impact-of-the-iran-israel-war-1749988871/valueside.podbean.com/dd7d02e1-b2e0-3b1d-b32b-655270f5c117Tue, 17 Jun 2025 03:00:00 GMT<p>On Friday, June 13 (remember the Jewish day begins at sundown), Israel attacked Iran. In an audacious move, the IDF managed to hit selected nuclear enrichment facilities, as well as assassinate several Iranian military leaders and atomic scientists. The back-and-forth volley of ballistic and hypersonic missiles, as well as drones and fighter jets, continues, with both sides indicating that this will be a long war lasting many days and perhaps weeks.</p> no00:08:043294The Economic Impact Of The Iran-Israel Warfull<![CDATA["Your Banker's Calling"...Reflections on the Nation's Debt]]>For anyone who's ever had a bank loan, from a credit card to a home mortgage, you know the chill that runs up your spine at the mention of a phone call from your favorite bank lender. The thought that you've missed a payment, or even if you're late, brings in all the ramifications of a loss in credit score, or, even worse, a hefty penalty or, worst still, a foreclosure.

]]>https://valueside.podbean.com/e/your-bankers-callingreflections-on-the-nations-debt/valueside.podbean.com/951bdca3-a6c3-34bc-8646-1a4518999fc0Mon, 31 Mar 2025 11:32:31 GMT<p>For anyone who's ever had a bank loan, from a credit card to a home mortgage, you know the chill that runs up your spine at the mention of a phone call from your favorite bank lender. The thought that you've missed a payment, or even if you're late, brings in all the ramifications of a loss in credit score, or, even worse, a hefty penalty or, worst still, a foreclosure.</p> no00:07:293235"Your Banker's Calling"...Reflections on the Nation's Debtfull<![CDATA[Does Anything Good Come From International Trade?]]>On April 2, 2025, “Liberation Day,” President Donald J. Trump presented the world with his list of tariffs to be applied to virtually all nations. This was the climax of a process that he had begun a couple of weeks before. He aimed to reduce the annual trade deficit that the United States has endured for years.

]]>https://valueside.podbean.com/e/does-anything-good-come-from-international-trade-1749223980/valueside.podbean.com/19dfc61d-4488-3c4f-99af-bbb03467cff6Sun, 08 Jun 2025 03:31:00 GMT<p>On April 2, 2025, “Liberation Day,” President Donald J. Trump presented the world with his list of tariffs to be applied to virtually all nations. This was the climax of a process that he had begun a couple of weeks before. He aimed to reduce the annual trade deficit that the United States has endured for years.</p> no00:10:393286Does Anything Good Come From International Trade?full<![CDATA[Why Walmart Cannot Pay The Tariffs]]>Over the weekend, Treasury Secretary Bessent and President Trump suggested that the solution to Walmart’s higher prices is simply to have Walmart pay for the new tariffs.

]]>https://valueside.podbean.com/e/why-walmart-cannot-pay-the-tariffs-1747830462/valueside.podbean.com/530fbab1-73d0-3568-b17b-40348cea6c66Fri, 23 May 2025 03:26:00 GMT<p>Over the weekend, Treasury Secretary Bessent and President Trump suggested that the solution to Walmart’s higher prices is simply to have Walmart pay for the new tariffs.</p> no00:05:023274Why Walmart Cannot Pay The Tariffsfull<![CDATA[It's Time To Look At Some Radical Alternatives To Our Nation's Finances]]>Imagine a situation where nearly four cents of every dollar you earn is taken away, charged as a tax, yet contributes nothing. As a citizen, this charge provides no services, no schools, no national defense, no social services; in the words of economist Lacy Hunt, it is simply a "dead weight loss."

]]>https://valueside.podbean.com/e/its-time-to-look-at-some-radical-alternatives-to-our-nations-finances/valueside.podbean.com/076b5a34-9046-336f-8848-718e225d0b13Mon, 14 Jul 2025 03:44:00 GMT<p>Imagine a situation where nearly four cents of every dollar you earn is taken away, charged as a tax, yet contributes nothing. As a citizen, this charge provides no services, no schools, no national defense, no social services; in the words of economist Lacy Hunt, it is simply a "dead weight loss."</p> no00:09:353314It's Time To Look At Some Radical Alternatives To Our Nation's Financesfull<![CDATA[When A Grand Strategy Meets Your Wallet]]>It’s been a month since “Liberation Day,” the day that President Donald J. Trump announced that we would emerge from the oppression of foreign manufacturing. For years, the President declared, we’ve been “ripped off” by the Chinese and others who have moved American jobs to their shores, producing the goods and products that you and I consume daily.

]]>https://valueside.podbean.com/e/when-a-grand-strategy-meets-your-wallet/valueside.podbean.com/a0269de6-444c-301c-a4e7-559c6aa26d23Tue, 06 May 2025 12:58:08 GMT<p>It’s been a month since “Liberation Day,” the day that President Donald J. Trump announced that we would emerge from the oppression of foreign manufacturing. For years, the President declared, we’ve been “ripped off” by the Chinese and others who have moved American jobs to their shores, producing the goods and products that you and I consume daily.</p> no00:06:133259When A Grand Strategy Meets Your Walletfull<![CDATA[The Fed And The Market - Managing The Yield Curve]]>It puts an entirely different slant on how we view the Yield Curve. It's no longer this passive time difference between short and long maturities. Now, it's as if there is one active player (the Bank—the Fed) who puts up their latest interest rates. While on the sidelines, the rest of the world (literally) stands in judgment of the Fed's move. If the Fed raises rates too high, as they did from 2022 until 2024, the long end of the Yield Curve, the Seer, stays put, refusing to budge, showing to the world that the Fed has overreacted.

]]>https://valueside.podbean.com/e/the-fed-and-the-market-managing-the-yield-curve-1737209469/valueside.podbean.com/139a3974-8fd4-300a-b4a9-4d1dbb139157Mon, 20 Jan 2025 04:10:00 GMT<p>It puts an entirely different slant on how we view the Yield Curve. It's no longer this passive time difference between short and long maturities. Now, it's as if there is one active player (the Bank—the Fed) who puts up their latest interest rates. While on the sidelines, the rest of the world (literally) stands in judgment of the Fed's move. If the Fed raises rates too high, as they did from 2022 until 2024, the long end of the Yield Curve, the Seer, stays put, refusing to budge, showing to the world that the Fed has overreacted.</p> no00:07:573190The Fed And The Market - Managing The Yield Curvefull<![CDATA[Undoing An Economic Miracle]]>The 1970s were the last time we had the toxic combination of high Government Deficits and strong Government controls, like Nixon's wage and price controls and Trump's Tariffs. The result was that economists had to invent a new term for the outcome: Stagflation. It's hard to imagine things turning out differently this time.

]]>https://valueside.podbean.com/e/undoing-an-economic-miracle-1762440031/valueside.podbean.com/eb7f3ad7-1a77-3278-a8b5-67c4a504f538Sat, 08 Nov 2025 04:39:00 GMT<p>The 1970s were the last time we had the toxic combination of high Government Deficits and strong Government controls, like Nixon's wage and price controls and Trump's Tariffs. The result was that economists had to invent a new term for the outcome: Stagflation. It's hard to imagine things turning out differently this time. </p> no00:09:483378Undoing An Economic Miraclefull<![CDATA[What Accountants See In Trump's Tariffs]]>The impact of US Tariffs on our economy is likely to be the most consequential economic policy of the Trump Administration. Only now are we beginning to see what tariffs will mean in our daily lives.

(see: https://www.congress.gov/crs-product/IF11030, if you don't believe tariffs are taxes)

]]>https://valueside.podbean.com/e/what-accountants-see-in-trumps-tariffs-1759673766/valueside.podbean.com/f67ae801-9f52-38a2-b436-e5e967d11415Mon, 06 Oct 2025 14:15:00 GMT<p>The impact of US Tariffs on our economy is likely to be the most consequential economic policy of the Trump Administration. Only now are we beginning to see what tariffs will mean in our daily lives.</p> <p>(see: <a href="https://www.congress.gov/crs-product/IF11030" rel="noopener noreferrer nofollow">https://www.congress.gov/crs-product/IF11030</a>, if you don't believe tariffs are taxes)</p> no00:08:423365What Accountants See In Trump's Tariffsfull<![CDATA[Budget Debate: Where's The Economy Headed?]]>Today, we’ll take a bird’s-eye view of the economy to gain perspective on President Trump’s Economic Policies in light of the Administration’s Budget Proposal, the “Big, Beautiful Bill, now being debated in the US Senate.

]]>https://valueside.podbean.com/e/budget-debate-wheres-the-economy-headed-1749560837/valueside.podbean.com/690e5382-34ba-3988-96c5-ef0cd769b243Thu, 12 Jun 2025 03:06:00 GMT<p>Today, we’ll take a bird’s-eye view of the economy to gain perspective on President Trump’s Economic Policies in light of the Administration’s Budget Proposal, the “Big, Beautiful Bill, now being debated in the US Senate.</p> no00:07:433290Budget Debate: Where's The Economy Headed?full<![CDATA[America And The Chinese Merchant]]>For over a millennium, the Chinese Merchant has been the most revered and feared force in the Far East. They are revered for their wide array of trade goods and products, but feared as agents of control and subjection. Throughout Southeast Asia, China exerted its political control over countries like Korea and Vietnam by first using humble Merchants to infiltrate each society.

]]>https://valueside.podbean.com/e/america-and-the-chinese-merchant-1744889023/valueside.podbean.com/237d57f6-d9e8-37d2-94a6-49bc28a76d86Sat, 19 Apr 2025 03:23:00 GMT<p>For over a millennium, the Chinese Merchant has been the most revered and feared force in the Far East. They are revered for their wide array of trade goods and products, but feared as agents of control and subjection. Throughout Southeast Asia, China exerted its political control over countries like Korea and Vietnam by first using humble Merchants to infiltrate each society. </p> no00:07:403250America And The Chinese Merchantfull<![CDATA[Tariffs: The Good, The Bad, And The Unknown]]>On April 2, 2025, from the White House Rose Garden, President Donald Trump announced the third era of American Tariffs. It was a much-anticipated event, with the global financial world holding its collective breath. Seemingly, no one knew the details of these new taxes on imports.

]]>https://valueside.podbean.com/e/tariffs-the-good-the-bad-and-the-unknown-1743771389/valueside.podbean.com/a8072107-1abe-3571-9d93-bd277a8bb226Sat, 05 Apr 2025 03:55:00 GMT<p>On April 2, 2025, from the White House Rose Garden, President Donald Trump announced the third era of American Tariffs. It was a much-anticipated event, with the global financial world holding its collective breath. Seemingly, no one knew the details of these new taxes on imports.</p> no00:08:053237Tariffs: The Good, The Bad, And The Unknownfull<![CDATA[Why Its Time To Watch Your Banker Like A Hawk]]>A growing number of analysts on Wall Street are calling for a slowing economy—perhaps not an outright recession, but enough of a slowdown to cause headaches for the bankers. With as much debt as we have in the financial system, read "loans" from banks, even a tiny increase in slow payments or defaults can mean big trouble for banks.

]]>https://valueside.podbean.com/e/why-its-time-to-watch-your-banker-like-a-hawk-1742216397/valueside.podbean.com/e12cc6e6-34be-3ef4-86f2-24f3f85e9052Tue, 18 Mar 2025 03:58:00 GMT<p>A growing number of analysts on Wall Street are calling for a slowing economy—perhaps not an outright recession, but enough of a slowdown to cause headaches for the bankers. With as much debt as we have in the financial system, read "loans" from banks, even a tiny increase in slow payments or defaults can mean big trouble for banks.</p> no00:07:213230Why Its Time To Watch Your Banker Like A Hawkfull<![CDATA[Flash Crash? The Timeless Wisdom of Bernard Baruch]]>If you enjoyed this podcast, please consider buying me a coffee.

Go to: 

https://buymeacoffee.com/davidreavill

 

Thanks for listening!

]]>https://valueside.podbean.com/e/flash-crash-the-timeless-wisdom-of-bernard-baruch/valueside.podbean.com/2cb2737b-6ac8-3d75-966f-0f9ab1918287Wed, 26 Feb 2025 15:19:34 GMT<p>If you enjoyed this podcast, please consider buying me a coffee.</p> <p>Go to: </p> <p><a href="https://buymeacoffee.com/davidreavill" rel="noopener noreferrer nofollow">https://buymeacoffee.com/davidreavill</a></p> <p> </p> <p>Thanks for listening! </p> no00:07:193215Flash Crash? The Timeless Wisdom of Bernard Baruchfull<![CDATA[DOGE – The Science of Deconstructing A Bloated Bureaucracy]]>So when Elon Musk began assembling his DOGE Team, he skipped over the standard accountants and analysts that most financial managers would recommend. You see, DOGE was tasked with examining the vast reaches of our Federal Government's agencies and departments, many of which far exceed the normal levels of a major corporation or financial entity.

]]>https://valueside.podbean.com/e/doge-%e2%80%93-the-science-of-deconstructing-a-bloated-bureaucracy/valueside.podbean.com/092ed469-5a62-3426-a6f0-8ef891179a0cFri, 14 Feb 2025 13:35:55 GMT<p>So when Elon Musk began assembling his DOGE Team, he skipped over the standard accountants and analysts that most financial managers would recommend. You see, DOGE was tasked with examining the vast reaches of our Federal Government's agencies and departments, many of which far exceed the normal levels of a major corporation or financial entity.</p> no00:05:583212DOGE – The Science of Deconstructing A Bloated Bureaucracyfull<![CDATA[The Financial Story Of The Los Angeles Fire Department]]>There is much more to a financial report than just debits and credits. If you know how to look, you will find an organization’s collective aspirations over time, the goals and directives that shape an entity’s success or failure — all there in dollars and sense.

Today, we look at the latest financial report for the Los Angeles Fire Department.

]]>https://valueside.podbean.com/e/the-financial-story-of-the-los-angeles-fire-department-1737470616/valueside.podbean.com/643ca728-ea7e-3212-af76-0416272901b5Wed, 22 Jan 2025 04:42:00 GMT<p>There is much more to a financial report than just debits and credits. If you know how to look, you will find an organization’s collective aspirations over time, the goals and directives that shape an entity’s success or failure — all there in dollars and sense.</p> <p>Today, we look at the latest financial report for the Los Angeles Fire Department.</p> no00:07:543192The Financial Story Of The Los Angeles Fire Departmentfull<![CDATA[Those California Fires - A Generational View]]>For those of us who've enjoyed that little bit of paradise that lies between the mountains and the sea along the Coastline of Southern California, fires are an eternal threat.

It's what comes next that we'll focus on. How will Californians react to the loss and devastation?

]]>https://valueside.podbean.com/e/those-california-fires-a-generational-view-1736778760/valueside.podbean.com/1f3c98fb-8bb8-3fd7-8d08-12e9578d0a7cTue, 14 Jan 2025 14:31:00 GMT<p>For those of us who've enjoyed that little bit of paradise that lies between the mountains and the sea along the Coastline of Southern California, fires are an eternal threat.</p> <p>It's what comes next that we'll focus on. How will Californians react to the loss and devastation?</p> no00:12:463185Those California Fires - A Generational Viewfull<![CDATA[MACRO 2025, Three Areas Of Concern]]>In 2024, the overall Economy took a negative turn in three areas critical for investors: Corporate Profits, the country's financial condition, and retail sales. Although each sector remains positive, it has taken on a decidedly negative direction.

]]>https://valueside.podbean.com/e/macro-2025-three-areas-of-concern-1736180786/valueside.podbean.com/0159ef1e-6bf3-3efc-93fe-7e9781bb3c0cWed, 08 Jan 2025 04:25:00 GMT<p>In 2024, the overall Economy took a negative turn in three areas critical for investors: Corporate Profits, the country's financial condition, and retail sales. Although each sector remains positive, it has taken on a decidedly negative direction.</p> no00:12:263182MACRO 2025, Three Areas Of Concernfull<![CDATA[Wall Street In Love]]>I rarely remember when the Street was as enamored as it is now. The object of its affection is a new technology called Artificial Intelligence, or AI for those "in the know."

]]>https://valueside.podbean.com/e/wall-street-in-love-1735406718/valueside.podbean.com/c298dbae-ef73-3cbb-96ea-a6bffd9dc9c0Mon, 30 Dec 2024 04:24:00 GMT<p>I rarely remember when the Street was as enamored as it is now. The object of its affection is a new technology called Artificial Intelligence, or AI for those "in the know."</p> no00:07:483178Wall Street In Lovefull<![CDATA[Russia's Ancient Strategy: The Cauldron]]>First Published in May 2023

The War in Ukraine is like nothing we’ve ever seen. For NATO and especially the United States, the conflict remains a mystery, a contradiction of every theory of modern warfare. The West’s concept of War goes back, at least to Genghis Khan and his Mongol cavalry — a strategy of broad sweeping attack over vast areas of land. The objective is to cover as much territory as possible and drive out the enemy. War became a giant chessboard where the winner had the most ground.

]]>https://valueside.podbean.com/e/russias-ancient-strategy-the-cauldron-1762615463/valueside.podbean.com/79870ee2-0934-3915-9296-00398211f0e7Mon, 10 Nov 2025 04:23:00 GMT<p>First Published in May 2023</p> <p>The War in Ukraine is like nothing we’ve ever seen. For NATO and especially the United States, the conflict remains a mystery, a contradiction of every theory of modern warfare. The West’s concept of War goes back, at least to Genghis Khan and his Mongol cavalry — a strategy of broad sweeping attack over vast areas of land. The objective is to cover as much territory as possible and drive out the enemy. War became a giant chessboard where the winner had the most ground.</p> no00:08:433382Russia's Ancient Strategy: The Cauldronfull<![CDATA[What's Up With President Trump's Tariffs?]]>For over half a century, China has produced items that American consumers want to buy, from early, inexpensive toys and gadgets to today’s high-tech personal computers, smartphones, and advanced equipment and machinery.

]]>https://valueside.podbean.com/e/whats-up-with-president-trumps-tariffs/valueside.podbean.com/31367141-8af8-3ce3-8caf-e51b2ff891ecThu, 24 Apr 2025 15:40:16 GMT<p>For over half a century, China has produced items that American consumers want to buy, from early, inexpensive toys and gadgets to today’s high-tech personal computers, smartphones, and advanced equipment and machinery.</p> no00:09:233251What's Up With President Trump's Tariffs?full<![CDATA[How Many Of Those Foreign Investments Are Due To Trump's Tariffs?]]>President Donald Trump is the most loquacious Chief Executive the country has ever seen. During his third campaign for President, he would speak before tens of thousands, often for hours, while enthralling everyone. His crowds loved it and came away feeling they understood precisely what Trump's vision for America was. However, as he has transitioned to his second term, there is a definite lack of precision when he describes his policies – a "muddying of the waters" if you will, making it difficult, if not impossible, to determine precisely what the policy is. A case in point is his recent speech at the White House Christmas Reception.

]]>https://valueside.podbean.com/e/how-many-of-those-foreign-investments-are-due-to-trumps-tariffs-1766160440/valueside.podbean.com/f65a87d2-5486-365a-8a12-b6a8d7a2c352Sun, 21 Dec 2025 04:06:00 GMT<p>President Donald Trump is the most loquacious Chief Executive the country has ever seen. During his third campaign for President, he would speak before tens of thousands, often for hours, while enthralling everyone. His crowds loved it and came away feeling they understood precisely what Trump's vision for America was. However, as he has transitioned to his second term, there is a definite lack of precision when he describes his policies – a "muddying of the waters" if you will, making it difficult, if not impossible, to determine precisely what the policy is. A case in point is his recent speech at the White House Christmas Reception.</p> no00:12:233409How Many Of Those Foreign Investments Are Due To Trump's Tariffs?full<![CDATA[America's Risk Of Geo-Conflict Rises]]>From Ukraine to Iran to Venezuela, our country is currently involved in a series of near geo-conflicts. It's a situation that we've never seen in the modern era. Yet most people seem totally oblivious to these possible dangers. It is especially true for Wall Street, where most of the investing class dismisses any risk with a shrug. The urgency of these conflicts and the need for immediate attention cannot be overstated.

]]>https://valueside.podbean.com/e/americas-risk-of-geo-conflict-rises-1757431484/valueside.podbean.com/e17fd467-cbe3-3735-b2fe-a85c40fb6c99Thu, 11 Sep 2025 03:23:00 GMT<p>From Ukraine to Iran to Venezuela, our country is currently involved in a series of near geo-conflicts. It's a situation that we've never seen in the modern era. Yet most people seem totally oblivious to these possible dangers. It is especially true for Wall Street, where most of the investing class dismisses any risk with a shrug. The urgency of these conflicts and the need for immediate attention cannot be overstated.</p> no00:11:433354America's Risk Of Geo-Conflict Risesfull<![CDATA[There's An Issue When President Trump Speaks To Us About Tariffs]]>Tariffs are the most consequential economic policy of this Trump Presidency. Yet we have a President who is demonstrably wrong in his recitation of the Tariff's income and benefits. Will someone in this Administration set the record straight?

]]>https://valueside.podbean.com/e/theres-an-issue-when-president-trump-speaks-to-us-about-tariffs-1765984908/valueside.podbean.com/f2a936c1-8c59-3911-8efb-33236378e330Thu, 18 Dec 2025 04:20:00 GMT<p>Tariffs are the most consequential economic policy of this Trump Presidency. Yet we have a President who is demonstrably wrong in his recitation of the Tariff's income and benefits. Will someone in this Administration set the record straight?</p> no00:05:453405There's An Issue When President Trump Speaks To Us About Tariffsfull<![CDATA[How The World Views Trump Policies]]>One such market does exist. It's the Foreign Exchange Market (FOREX). On this market, the US Dollar trades against all the other currencies in the world. The St. Louis Federal Reserve tracks the Weekly movements of the US Dollar Index (Nominal), which is available to everyone.

]]>https://valueside.podbean.com/e/how-the-world-views-trump-policies-1750508515/valueside.podbean.com/a0dbf382-84a1-3968-bdb3-050ed9c176a0Mon, 23 Jun 2025 03:21:00 GMT<p>One such market does exist. It's the Foreign Exchange Market (FOREX). On this market, the US Dollar trades against all the other currencies in the world. The St. Louis Federal Reserve tracks the Weekly movements of the US Dollar Index (Nominal), which is available to everyone.</p> no00:06:133298How The World Views Trump Policiesfull<![CDATA[Trump And The Coming Global Trade War]]>President Donald J. Trump is a consummate salesman and a master marketer. On April 2, Liberation Day, the day he announced his worldwide tariffs, it was a presentation long on benefits but short on costs. Like any salesman, Trump was anxious to "sell" the country on the benefits of this new import tax. The new tariffs would provide a short-term, one-time price boost, while offering a lasting income stream to "even the playing field" in international trade, said Trump.

]]>https://valueside.podbean.com/e/trump-and-the-coming-global-trade-war-1755785589/valueside.podbean.com/20a000b3-4fd6-3c65-b007-1b0cfbf7862dThu, 21 Aug 2025 14:13:09 GMT<p>President Donald J. Trump is a consummate salesman and a master marketer. On April 2, Liberation Day, the day he announced his worldwide tariffs, it was a presentation long on benefits but short on costs. Like any salesman, Trump was anxious to "sell" the country on the benefits of this new import tax. The new tariffs would provide a short-term, one-time price boost, while offering a lasting income stream to "even the playing field" in international trade, said Trump.</p> no00:07:543338Trump And The Coming Global Trade Warfull<![CDATA[How To Tell The Difference Between A Stock Market Correction And A Financial Crisis]]>Investors' concern is palpable. This week, stocks declined sharply, especially after Wednesday's rollout of President Trump's Tariff Program. The decline in the NASDAQ Index has been especially pronounced, which, up to now, has been leading the markets to higher prices. However, a careful review of this index shows that this week was merely the exclamation point of an ongoing decline.

]]>https://valueside.podbean.com/e/how-to-tell-the-difference-between-a-stock-market-correction-and-a-financial-crisis-1743971678/valueside.podbean.com/1a63d392-154c-35a1-812e-64b3ac6277cfMon, 07 Apr 2025 03:33:00 GMT<p>Investors' concern is palpable. This week, stocks declined sharply, especially after Wednesday's rollout of President Trump's Tariff Program. The decline in the NASDAQ Index has been especially pronounced, which, up to now, has been leading the markets to higher prices. However, a careful review of this index shows that this week was merely the exclamation point of an ongoing decline.</p> no00:07:513240How To Tell The Difference Between A Stock Market Correction And A Financial Crisisfull<![CDATA[Tariffs And the Stores We Shop At]]>We are the world champions in consumption, mainly due to an outstanding group of retailers that serve our every need. Names like Walmart, Target, and Home Depot provide us with the goods and products that are the envy of the world.

]]>https://valueside.podbean.com/e/tariffs-and-the-stores-we-shop-at-1747399222/valueside.podbean.com/ba3924e2-61e0-3e19-bdc7-913e4f2c7e39Sun, 18 May 2025 03:39:00 GMT<p>We are the world champions in consumption, mainly due to an outstanding group of retailers that serve our every need. Names like Walmart, Target, and Home Depot provide us with the goods and products that are the envy of the world.</p> no00:09:123270Tariffs And the Stores We Shop Atfull<![CDATA[A Darkness Descends Upon Washington]]>The year began with two ongoing conflicts that could only continue with American support. When sworn in on January 20, 2025, there was some question whether the newly reelected Donald Trump would continue supporting the conflicts in Gaza and Ukraine. He had campaigned on a pledge to end the war in Ukraine in a day and curtail all overseas war, which presumably included the conflict in Gaza. For one brief moment, peace was in the air, and many looked forward to a time when all these wars would come to an end.

]]>https://valueside.podbean.com/e/a-darkness-descends-upon-washington-1768480863/valueside.podbean.com/ee7ecac0-64c8-346a-a46c-f8c87871a943Fri, 16 Jan 2026 04:39:00 GMT<p>The year began with two ongoing conflicts that could only continue with American support. When sworn in on January 20, 2025, there was some question whether the newly reelected Donald Trump would continue supporting the conflicts in Gaza and Ukraine. He had campaigned on a pledge to end the war in Ukraine in a day and curtail all overseas war, which presumably included the conflict in Gaza. For one brief moment, peace was in the air, and many looked forward to a time when all these wars would come to an end.</p> no00:09:503413A Darkness Descends Upon Washingtonfull<![CDATA[MACRO 2025 Three Areas Of Concern]]>In 2024, the overall Economy took a negative turn in three areas critical for investors: Corporate Profits, the country's financial condition, and retail sales. Although each sector remains positive, it has taken on a decidedly negative direction.

]]>https://valueside.podbean.com/e/macro-2025-three-areas-of-concern-1736180727/valueside.podbean.com/532e3bde-604b-3318-946d-45573e6888c4Tue, 07 Jan 2025 14:24:00 GMT<p>In 2024, the overall Economy took a negative turn in three areas critical for investors: Corporate Profits, the country's financial condition, and retail sales. Although each sector remains positive, it has taken on a decidedly negative direction.</p> no00:12:263181MACRO 2025 Three Areas Of Concernfull<![CDATA[How The World Reacts To Trump Policies]]>One such market does exist. It's the Foreign Exchange Market (FOREX). On this market, the US Dollar trades against all the other currencies in the world. The St. Louis Federal Reserve tracks the Weekly movements of the US Dollar Index (Nominal), which is available to everyone.

]]>https://valueside.podbean.com/e/how-the-world-reacts-to-trump-policies/valueside.podbean.com/58df7a10-6edd-3e42-825d-df248c5a1277Sat, 21 Jun 2025 12:03:01 GMT<p>One such market does exist. It's the Foreign Exchange Market (FOREX). On this market, the US Dollar trades against all the other currencies in the world. The St. Louis Federal Reserve tracks the Weekly movements of the US Dollar Index (Nominal), which is available to everyone.</p> no00:06:133295How The World Reacts To Trump Policiesfull<![CDATA[Preparing For The Trade Wars]]>What is apparent is that the price of many of the products and goods we rely on will have substantially higher costs, resulting from increasing tariffs. Or, in the most extreme cases, it may not be available at all. Potential shortages should be our primary focus.

]]>https://valueside.podbean.com/e/preparing-for-the-trade-wars-1744540677/valueside.podbean.com/50f2505e-4307-3e0c-9f60-7db670f6d310Tue, 15 Apr 2025 03:37:00 GMT<p>What is apparent is that the price of many of the products and goods we rely on will have substantially higher costs, resulting from increasing tariffs. Or, in the most extreme cases, it may not be available at all. Potential shortages should be our primary focus.</p> no00:07:233246Preparing For The Trade Warsfull<![CDATA[Trump's Tariffs In A World Of Floating Exchange]]>Perhaps the most regrettable aspect of our debates on public policies is our tendency to over-simplify. After all, much of the debate occurs in the media or on the internet, where brevity is prized. Does it fit into a 30-second soundbite? Or a 180-charter tweet?

]]>https://valueside.podbean.com/e/trumps-tariffs-in-a-world-of-floating-exchange-1751634104/valueside.podbean.com/94d236be-70be-3513-b803-58c0fb3ded7bSun, 06 Jul 2025 03:00:00 GMT<p>Perhaps the most regrettable aspect of our debates on public policies is our tendency to over-simplify. After all, much of the debate occurs in the media or on the internet, where brevity is prized. Does it fit into a 30-second soundbite? Or a 180-charter tweet?</p> no00:07:423310Trump's Tariffs In A World Of Floating Exchangefull<![CDATA[The Cost Of "Helicopter" Money]]>I first heard the term "Helicopter Money" in November 2002 when a trader friend of mine called and said, "Did you hear what that new guy on the Fed said last night? He said we should drop money, as if from a helicopter if we ever get as bad as the Japanese. LOL!"

]]>https://valueside.podbean.com/e/the-cost-of-helicopter-money/valueside.podbean.com/aea1e9dd-4f03-34d5-886f-2a07bfbb8635Wed, 26 Mar 2025 12:33:02 GMT<p>I first heard the term "Helicopter Money" in November 2002 when a trader friend of mine called and said, "Did you hear what that new guy on the Fed said last night? He said we should drop money, as if from a helicopter if we ever get as bad as the Japanese. LOL!"</p> no00:07:523234The Cost Of "Helicopter" Moneyfull<![CDATA[China's Challenge To Big Tech - Open AI]]>For months now, Wall Street has lived on the hopes and aspirations of a new technology, Artificial Intelligence. AI promised to take these highly profitable companies to the next level. The big six were already the most valuable financial assets on the globe. Three were valued at over $3 trillion, (Nvidia, Apple, and Microsoft) two over $2 Trillion (Amazon and Google/Alphabet), and the “low priced company (Meta) at over $1 Trillion.

]]>https://valueside.podbean.com/e/chinas-challenge-to-big-tech-open-ai/valueside.podbean.com/2c8b5b0e-bf5f-3be0-a8af-89f168b48ff9Mon, 27 Jan 2025 15:55:50 GMT<p>For months now, Wall Street has lived on the hopes and aspirations of a new technology, Artificial Intelligence. AI promised to take these highly profitable companies to the next level. The big six were already the most valuable financial assets on the globe. Three were valued at over $3 trillion, (Nvidia, Apple, and Microsoft) two over $2 Trillion (Amazon and Google/Alphabet), and the “low priced company (Meta) at over $1 Trillion. </p> no00:04:553196China's Challenge To Big Tech - Open AIfull<![CDATA[Why We Must Demand That Washington Get Back To Work]]>So, imagine your employer/contractor announced it will stop paying you and put you on a temporary furlough for an undetermined period. Although you understood that such a draconian action was possible, it must have come as a real shock, a financial blow that you're still living through. Twelve million of our fellow citizens are currently living through just such an economic crisis. Ironically, it's the most secure employer of all, the US Government, that is inflicting this pain on its own workers and contractors. 

]]>https://valueside.podbean.com/e/why-we-must-demand-that-washington-get-back-to-work-1761398246/valueside.podbean.com/e0c4538e-3dbf-3a72-8bc1-ae513bd93fe3Sun, 26 Oct 2025 13:16:00 GMT<p>So, imagine your employer/contractor announced it will stop paying you and put you on a temporary furlough for an undetermined period. Although you understood that such a draconian action was possible, it must have come as a real shock, a financial blow that you're still living through. Twelve million of our fellow citizens are currently living through just such an economic crisis. Ironically, it's the most secure employer of all, the US Government, that is inflicting this pain on its own workers and contractors. </p> no00:06:583373Why We Must Demand That Washington Get Back To Workfull<![CDATA[President Trump's Tariffs - His 40 Year-Old Strategy]]>On April 2, President Trump announced that the United States would impose tariffs on all its trading partners. He called it "Liberation Day." From his perspective, the day that America would be "freed" from being "ripped off" by other countries' predatory trade practices. The President would go on to tell us that this was an idea he had thought of 40 years ago.

]]>https://valueside.podbean.com/e/president-trumps-tariffs-his-40-year-old-strategy/valueside.podbean.com/5d8e6488-a705-333f-b1b5-0c2b96060fc8Mon, 21 Jul 2025 17:14:00 GMT<p>On April 2, President Trump announced that the United States would impose tariffs on all its trading partners. He called it "Liberation Day." From his perspective, the day that America would be "freed" from being "ripped off" by other countries' predatory trade practices. The President would go on to tell us that this was an idea he had thought of 40 years ago.</p> no00:08:493317President Trump's Tariffs - His 40 Year-Old Strategyfull<![CDATA[When A Grand Strategy Meets your Wallet]]>It’s been a month since “Liberation Day,” the day that President Donald J. Trump announced that we would emerge from the oppression of foreign manufacturing. For years, the President declared, we’ve been “ripped off” by the Chinese and others who have moved American jobs to their shores, producing the goods and products that you and I consume daily.

]]>https://valueside.podbean.com/e/when-a-grand-strategy-meets-your-wallet-1746536414/valueside.podbean.com/52fde21f-608b-3823-ba57-176b7b4a8209Wed, 07 May 2025 03:59:00 GMT<p>It’s been a month since “Liberation Day,” the day that President Donald J. Trump announced that we would emerge from the oppression of foreign manufacturing. For years, the President declared, we’ve been “ripped off” by the Chinese and others who have moved American jobs to their shores, producing the goods and products that you and I consume daily.</p> no00:06:133260When A Grand Strategy Meets your Walletfull<![CDATA[Why Manufacturing Left America]]>It would be years before I learned that Berkshire Hathaway had been taken over by one of the preeminent investors of all time, Warren Buffett. Buffett had identified Berkshire as an undervalued company that made a worthwhile product. And at that time in his evolution as a portfolio manager, Buffett was renowned for buying what some on Wall Street labeled as “cigar-butt” companies. Companies that weren’t particularly attractive or scintillating but produced positive financial results year after year.

]]>https://valueside.podbean.com/e/why-manufacturing-left-america-1754052605/valueside.podbean.com/2f883e0a-8f04-310c-b77b-a42c191aa7faSun, 03 Aug 2025 03:49:00 GMT<p>It would be years before I learned that Berkshire Hathaway had been taken over by one of the preeminent investors of all time, Warren Buffett. Buffett had identified Berkshire as an undervalued company that made a worthwhile product. And at that time in his evolution as a portfolio manager, Buffett was renowned for buying what some on Wall Street labeled as “cigar-butt” companies. Companies that weren’t particularly attractive or scintillating but produced positive financial results year after year.</p> no00:10:533326Why Manufacturing Left Americafull<![CDATA[A Stranger Arrives At The White House]]>For the man who stands with the President is none other than the Tyrant of Syria, the most prominent representative of those "terrorists" who brought down the Twin Towers in New York 24 years ago. The very personification against whom we fought in the Global War on Terror, Abu Mohammad al-Julani.

]]>https://valueside.podbean.com/e/a-stranger-arrives-at-the-white-house-1763388652/valueside.podbean.com/ed7dad43-a4c0-3373-847c-52653ed0cc2dWed, 19 Nov 2025 04:10:00 GMT<p>For the man who stands with the President is none other than the Tyrant of Syria, the most prominent representative of those "terrorists" who brought down the Twin Towers in New York 24 years ago. The very personification against whom we fought in the Global War on Terror, Abu Mohammad al-Julani.</p> no00:08:193390A Stranger Arrives At The White Housefull<![CDATA[The Fed And The Market - Managing The Yield Curve]]>It puts an entirely different slant on how we view the Yield Curve. It's no longer this passive time difference between short and long maturities. Now, it's as if there is one active player (the Bank—the Fed) who puts up their latest interest rates. While on the sidelines, the rest of the world (literally) stands in judgment of the Fed's move. If the Fed raises rates too high, as they did from 2022 until 2024, the long end of the Yield Curve, the Seer, stays put, refusing to budge, showing to the world that the Fed has overreacted.

]]>https://valueside.podbean.com/e/the-fed-and-the-market-managing-the-yield-curve-1737209352/valueside.podbean.com/12adb453-cde9-3046-8013-6f21598f60afSun, 19 Jan 2025 04:08:00 GMT<p>It puts an entirely different slant on how we view the Yield Curve. It's no longer this passive time difference between short and long maturities. Now, it's as if there is one active player (the Bank—the Fed) who puts up their latest interest rates. While on the sidelines, the rest of the world (literally) stands in judgment of the Fed's move. If the Fed raises rates too high, as they did from 2022 until 2024, the long end of the Yield Curve, the Seer, stays put, refusing to budge, showing to the world that the Fed has overreacted.</p> no00:07:573188The Fed And The Market - Managing The Yield Curvefull<![CDATA[How A Temporary Presidential Directive Took Us Off The Gold Standard]]>It was the mid summer in 1971 when President Richard M. Nixon gathered 15 of the nation's leaders together to discuss the twin problems of high inflation and slow economic growth, what came to be known as "Stagflation."

]]>https://valueside.podbean.com/e/how-a-temporary-presidential-directive-took-us-off-the-gold-standard-1755352922/valueside.podbean.com/8496eb27-c93d-3698-b3c8-652a5c2747b4Mon, 18 Aug 2025 03:01:00 GMT<p>It was the mid summer in 1971 when President Richard M. Nixon gathered 15 of the nation's leaders together to discuss the twin problems of high inflation and slow economic growth, what came to be known as "Stagflation."</p> no00:04:553334How A Temporary Presidential Directive Took Us Off The Gold Standardfull<![CDATA[Today's America And The Just War Theory]]>Since the end of World War II, America has been on the "warpath," a series of regional wars stretching around the globe: first the Korean Police Action, then Vietnam, more recently the Iraq incursion, and this past weekend, the bombing of Iran. These are just the highlights of what has become a steadily growing list of direct and indirect (Ukraine) military incursions into the affairs of opposing sovereign nations.

]]>https://valueside.podbean.com/e/todays-america-and-the-just-war-theory-1750853267/valueside.podbean.com/ce1301ab-d026-3c6f-8804-f604ae07309eThu, 26 Jun 2025 12:06:00 GMT<p>Since the end of World War II, America has been on the "warpath," a series of regional wars stretching around the globe: first the Korean Police Action, then Vietnam, more recently the Iraq incursion, and this past weekend, the bombing of Iran. These are just the highlights of what has become a steadily growing list of direct and indirect (Ukraine) military incursions into the affairs of opposing sovereign nations.</p> no00:07:053305Today's America And The Just War Theoryfull<![CDATA[Why Walmart Cannot Pay The Tariffs]]>Over the weekend, Treasury Secretary Bessent and President Trump suggested that the solution to Walmart’s higher prices is simply to have Walmart pay for the new tariffs.

]]>https://valueside.podbean.com/e/why-walmart-cannot-pay-the-tariffs/valueside.podbean.com/0cac202a-6895-3f27-9c15-41937d94ac75Thu, 22 May 2025 12:25:00 GMT<p>Over the weekend, Treasury Secretary Bessent and President Trump suggested that the solution to Walmart’s higher prices is simply to have Walmart pay for the new tariffs.</p> no00:05:023273Why Walmart Cannot Pay The Tariffsfull<![CDATA[Mr. President, Have You Picked Up A Side Gig?]]>Some of your actions have confused me lately. Three times, I’ve voted for “Trump for President,” and I thought I had a pretty good idea of your finances. However, recently, it’s become apparent that you may be experiencing some financial difficulties and are compelled to take up some part-time work.

]]>https://valueside.podbean.com/e/mr-president-have-you-picked-up-a-side-gig-1748177615/valueside.podbean.com/5e2ce943-a11f-34de-beef-4ca9ec54b742Tue, 27 May 2025 03:52:00 GMT<p>Some of your actions have confused me lately. Three times, I’ve voted for “Trump for President,” and I thought I had a pretty good idea of your finances. However, recently, it’s become apparent that you may be experiencing some financial difficulties and are compelled to take up some part-time work.</p> no00:04:453278Mr. President, Have You Picked Up A Side Gig?full<![CDATA[MACRO 2025, Three Areas Of Concern]]>In 2024, the overall Economy took a negative turn in three areas critical for investors: Corporate Profits, the country's financial condition, and retail sales. Although each sector remains positive, it has taken on a decidedly negative direction.

]]>https://valueside.podbean.com/e/macro-2025-three-areas-of-concern/valueside.podbean.com/58e1ce83-7649-306f-9291-65284cbd9971Mon, 06 Jan 2025 16:22:29 GMT<p>In 2024, the overall Economy took a negative turn in three areas critical for investors: Corporate Profits, the country's financial condition, and retail sales. Although each sector remains positive, it has taken on a decidedly negative direction.</p> no00:12:263179MACRO 2025, Three Areas Of Concernfull<![CDATA[Venezuela: Where Was The UN Security Council Meeting? The US Senate Debate?]]>The ramifications of today's actions in invading Venezuela will, without doubt, be profound, for in it a US President has placed the United States above international law, global norms, and US customs. By these actions, President Trump has set our Country on a rogue path, one that puts military aggression above peaceful deliberation.

]]>https://valueside.podbean.com/e/venezuela-where-was-the-un-security-council-meeting-the-us-senate-debate/valueside.podbean.com/6b8246dc-5ae5-3a08-ab28-21db6e62cf23Sat, 03 Jan 2026 16:36:50 GMT<p>The ramifications of today's actions in invading Venezuela will, without doubt, be profound, for in it a US President has placed the United States above international law, global norms, and US customs. By these actions, President Trump has set our Country on a rogue path, one that puts military aggression above peaceful deliberation.</p> no00:04:163410Venezuela: Where Was The UN Security Council Meeting? The US Senate Debate?full<![CDATA[How Trump's Tariffs Will Likely Affect Your Wallet]]>At the height of last year's Presidential Campaign, then-Senate Majority Leader Chuck Schumer wrote to the Congressional Budget Office (CBO) asking them to estimate the effects of the Trump Tariffs. At the time, Candidate Trump promised to impose tariffs on many of our nation's most significant trading partners, especially China.

]]>https://valueside.podbean.com/e/how-trumps-tariffs-will-likely-affect-your-wallet-1739883564/valueside.podbean.com/6b85eb39-1bcc-3340-b6ad-439c06e2062dWed, 19 Feb 2025 04:58:00 GMT<p>At the height of last year's Presidential Campaign, then-Senate Majority Leader Chuck Schumer wrote to the Congressional Budget Office (CBO) asking them to estimate the effects of the Trump Tariffs. At the time, Candidate Trump promised to impose tariffs on many of our nation's most significant trading partners, especially China.</p> no00:07:083214How Trump's Tariffs Will Likely Affect Your Walletfull<![CDATA[What Did The Federal Reserve See?]]>On Wednesday, March 19, the Federal Reserve Open Market Committee made its latest decision on interest rates: "Steady as she goes," said the Fed, a succinct decision that led to one of the shortest Fed statements in recent memory.

]]>https://valueside.podbean.com/e/what-did-the-federal-reserve-see/valueside.podbean.com/5f0083b8-a3fe-39c4-abde-1079aa0e29c0Sun, 23 Mar 2025 16:09:41 GMT<p>On Wednesday, March 19, the Federal Reserve Open Market Committee made its latest decision on interest rates: "Steady as she goes," said the Fed, a succinct decision that led to one of the shortest Fed statements in recent memory.</p> no00:06:383233What Did The Federal Reserve See?full<![CDATA[President Trump's Fundamental Flaw As A Global Salesman]]>The effort, by President Trump, to make America come out on top in every transaction may seem entirely laudable. But there comes a point when the other side of those transactions begins to doubt whether there's any benefit for them. As any good salesman knows, buyers will walk away from any "deal" that offers little or nothing. Advertise to the world, as the President is doing, that we're going to make a giant profit, and global buyers will think what we're selling is too expensive.

]]>https://valueside.podbean.com/e/president-trumps-fundamental-flaw-as-a-global-salesman-1764083957/valueside.podbean.com/0ad94c68-0ebb-3d7a-b332-5e6d2ff31084Thu, 27 Nov 2025 04:18:00 GMT<p>The effort, by President Trump, to make America come out on top in every transaction may seem entirely laudable. But there comes a point when the other side of those transactions begins to doubt whether there's any benefit for them. As any good salesman knows, buyers will walk away from any "deal" that offers little or nothing. Advertise to the world, as the President is doing, that we're going to make a giant profit, and global buyers will think what we're selling is too expensive.</p> no00:06:583394President Trump's Fundamental Flaw As A Global Salesmanfull<![CDATA[Who Pays For Tariffs? Jeeps Answer]]>It's been the burning question since President Donald Trump stepped out in the White House Rose Garden and announced that he was ordering tariffs on virtually all countries, worldwide. Everyone wanted to know just “who would pay for these tariffs?”

]]>https://valueside.podbean.com/e/who-pays-for-tariffs-jeeps-answer-1753276861/valueside.podbean.com/24efb276-dc60-33c4-a251-a0cbdfb639e0Fri, 25 Jul 2025 03:20:00 GMT<p>It's been the burning question since President Donald Trump stepped out in the White House Rose Garden and announced that he was ordering tariffs on virtually all countries, worldwide. Everyone wanted to know just “who would pay for these tariffs?”</p> no00:06:423322Who Pays For Tariffs? Jeeps Answerfull<![CDATA[The Great Financial Deception Is Ending, What Comes Next May Be Painful But Much Needed]]>Massive amounts of capital have been "stolen" from our children and grandchildren in the form of debt to be paid by them...

If you enjoyed this podcast, please consider buying me coffee.

Go to:

https://buymeacoffee.com/davidreavill

Thanks for listening!

]]>https://valueside.podbean.com/e/the-great-financial-deception-is-ending-what-comes-next-may-be-painful-but-much-needed-1741009158/valueside.podbean.com/4fec0cd4-4551-30c5-ba96-98184de9340bWed, 05 Mar 2025 04:37:00 GMT<p>Massive amounts of capital have been "stolen" from our children and grandchildren in the form of debt to be paid by them...</p> <p>If you enjoyed this podcast, please consider buying me coffee.</p> <p>Go to:</p> <p><a href="https://buymeacoffee.com/davidreavill" rel="noopener noreferrer nofollow">https://buymeacoffee.com/davidreavill</a></p> <p>Thanks for listening!</p> no00:06:273222The Great Financial Deception Is Ending, What Comes Next May Be Painful But Much Neededfull<![CDATA[The Investing Game: How NVIDIA's Decline Affects Stock Market Momentum]]>Introduction: Recently, I've been asked about the recent drop in Nvidia's price. As a market leader, what are the potential negatives for investors? Generally, those who ask these questions underestimate the degree of uncertainty and variability that current financial conditions present. So, in an effort to explore where we are today, here is a hypothetical puzzle. Hopefully, this will give some insight into the Market's Momentum in light of Nvidia's crash.

]]>https://valueside.podbean.com/e/the-investing-game-how-nvidias-decline-affects-stock-market-momentum/valueside.podbean.com/0b99d5f9-126a-3dcf-8806-b3f3bcb99078Fri, 31 Jan 2025 04:29:00 GMT<p>Introduction: Recently, I've been asked about the recent drop in Nvidia's price. As a market leader, what are the potential negatives for investors? Generally, those who ask these questions underestimate the degree of uncertainty and variability that current financial conditions present. So, in an effort to explore where we are today, here is a hypothetical puzzle. Hopefully, this will give some insight into the Market's Momentum in light of Nvidia's crash.</p> no00:05:283203The Investing Game: How NVIDIA's Decline Affects Stock Market Momentumfull<![CDATA[The Worldly And The Other-Worldly]]>However, for many, life comes with a different perspective, a unique way of seeing things. For the 1.4 billion Catholics around the world, all that came into focus yesterday, May 8. The College of Cardinals elected a new Pope, Pope Leo XIV.

]]>https://valueside.podbean.com/e/the-worldly-and-the-other-worldly/valueside.podbean.com/4c0cc984-1a25-3de1-8ed2-076a1c435f2eSat, 10 May 2025 12:24:08 GMT<p>However, for many, life comes with a different perspective, a unique way of seeing things. For the 1.4 billion Catholics around the world, all that came into focus yesterday, May 8. The College of Cardinals elected a new Pope, Pope Leo XIV.</p> no00:04:103263The Worldly And The Other-Worldlyfull<![CDATA[The Worldly And The Other-Worldly]]>However, for many, life comes with a different perspective, a unique way of seeing things. For the 1.4 billion Catholics around the world, all that came into focus yesterday, May 8. The College of Cardinals elected a new Pope, Pope Leo XIV.

]]>https://valueside.podbean.com/e/the-worldly-and-the-other-worldly-1746880027/valueside.podbean.com/7eddd541-0a43-3edb-a85e-3a6ed37cd67bSun, 11 May 2025 12:26:00 GMT<p>However, for many, life comes with a different perspective, a unique way of seeing things. For the 1.4 billion Catholics around the world, all that came into focus yesterday, May 8. The College of Cardinals elected a new Pope, Pope Leo XIV.</p> no00:04:103265The Worldly And The Other-Worldlyfull<![CDATA[The Far Side Of Stimulus, And The "Loan" No One Talks About]]>For most of us, COVID feels like a thousand years ago. Vague memories of lockdowns, social distancing, and mask-wearing haunt our memories. Something we would as soon forget.

However, for the financial world, the lingering effects of COVID remain very real, impacting our finances daily.

]]>https://valueside.podbean.com/e/the-far-side-of-stimulus-and-the-loan-no-one-talks-about-1748349599/valueside.podbean.com/f178c3c5-1cd3-3e6b-9b05-ce1fac114420Thu, 29 May 2025 03:39:00 GMT<p>For most of us, COVID feels like a thousand years ago. Vague memories of lockdowns, social distancing, and mask-wearing haunt our memories. Something we would as soon forget.</p> <p>However, for the financial world, the lingering effects of COVID remain very real, impacting our finances daily.</p> no00:05:513282The Far Side Of Stimulus, And The "Loan" No One Talks Aboutfull<![CDATA[The World Responds To American Tariffs And Sanctions]]>However, it's only now that we're beginning to feel the added pinch of this new import tax. Because it takes time for imports to reach American ports, be transported to local stores and shops, it has taken this long for us to see those new, tariff-laden goods. Labor Day Weekend was the beginning of what we anticipate will be a sustained elevation in prices due to tariffs. Regrettably, we're only at the first chapter of what will likely be a very long story, one that may have a profound financial influence on us all.

]]>https://valueside.podbean.com/e/the-world-responds-to-american-tariffs-and-sanctions-1756993409/valueside.podbean.com/25d5b219-fae3-3c30-a291-1160a24689b7Sat, 06 Sep 2025 03:42:00 GMT<p>However, it's only now that we're beginning to feel the added pinch of this new import tax. Because it takes time for imports to reach American ports, be transported to local stores and shops, it has taken this long for us to see those new, tariff-laden goods. Labor Day Weekend was the beginning of what we anticipate will be a sustained elevation in prices due to tariffs. Regrettably, we're only at the first chapter of what will likely be a very long story, one that may have a profound financial influence on us all.</p> no00:07:223350The World Responds To American Tariffs And Sanctionsfull<![CDATA[DeepSeek - Two Markets React]]>Sunday's overnight Stock Futures were in turmoil. Everything was being sold—across the board, nothing but red. I furiously began to search for the reason behind this knee-jerk reaction.

]]>https://valueside.podbean.com/e/deepseek-two-markets-react-1738165086/valueside.podbean.com/976b2bdc-43f1-3e97-96c5-14d54482477fThu, 30 Jan 2025 04:36:00 GMT<p>Sunday's overnight Stock Futures were in turmoil. Everything was being sold—across the board, nothing but red. I furiously began to search for the reason behind this knee-jerk reaction.</p> no00:06:233201DeepSeek - Two Markets Reactfull<![CDATA[Are The Shelves Stocked? The Effect Of Tariffs On Retailers]]>We are the world champions in consumption, mainly due to an outstanding group of retailers that serve our every need. Names like Walmart, Target, and Home Depot provide us with the goods and products that are the envy of the world.

]]>https://valueside.podbean.com/e/are-the-shelves-stocked-the-effect-of-tariffs-on-retailers/valueside.podbean.com/c6bdc5a6-df8b-301e-9b86-9d4d28e82bcfFri, 16 May 2025 12:35:58 GMT<p>We are the world champions in consumption, mainly due to an outstanding group of retailers that serve our every need. Names like Walmart, Target, and Home Depot provide us with the goods and products that are the envy of the world.</p> no00:09:123267Are The Shelves Stocked? The Effect Of Tariffs On Retailersfull<![CDATA[Where's The Economy Headed?]]>Today, we’ll take a bird’s-eye view of the economy to gain perspective on President Trump’s Economic Policies in light of the Administration’s Budget Proposal, the “Big, Beautiful Bill, now being debated in the US Senate.

]]>https://valueside.podbean.com/e/wheres-the-economy-headed/valueside.podbean.com/7189d32e-625d-3638-8ba1-70fecdcffd4bTue, 10 Jun 2025 13:01:17 GMT<p>Today, we’ll take a bird’s-eye view of the economy to gain perspective on President Trump’s Economic Policies in light of the Administration’s Budget Proposal, the “Big, Beautiful Bill, now being debated in the US Senate.</p> no00:07:433287Where's The Economy Headed?full<![CDATA[How Hegseth's Meeting Missed the Mark]]>It was a grand occasion, as every general officer and Admiral of the US Military was brought together in one room to discuss the new directives and priorities of the newly renamed US Department of War. For days, speculation has raged as pundits and analysts have tried to determine the meeting's agenda. What was so vital that Secretary Pete Hegseth would bring all the military "brass" together in one location? In itself, this was a reckless and dangerous move, a temptation for any enemy to decapitate, in one fell swoop, the Nation's military leadership.

]]>https://valueside.podbean.com/e/how-hegseths-meeting-missed-the-mark-1759410539/valueside.podbean.com/a7cf55e9-551a-3ed1-b986-4f713538c291Sat, 04 Oct 2025 03:08:00 GMT<p>It was a grand occasion, as every general officer and Admiral of the US Military was brought together in one room to discuss the new directives and priorities of the newly renamed US Department of War. For days, speculation has raged as pundits and analysts have tried to determine the meeting's agenda. What was so vital that Secretary Pete Hegseth would bring all the military "brass" together in one location? In itself, this was a reckless and dangerous move, a temptation for any enemy to decapitate, in one fell swoop, the Nation's military leadership.</p> no00:07:383362How Hegseth's Meeting Missed the Markfull<![CDATA[What's Up With President Trump's Tariffs?]]>For over half a century, China has produced items that American consumers want to buy, from early, inexpensive toys and gadgets to today’s high-tech personal computers, smartphones, and advanced equipment and machinery.

]]>https://valueside.podbean.com/e/whats-up-with-president-trumps-tariffs-1745510104/valueside.podbean.com/6d73a188-2f70-30df-ac65-7d254ef31d82Fri, 25 Apr 2025 15:54:00 GMT<p>For over half a century, China has produced items that American consumers want to buy, from early, inexpensive toys and gadgets to today’s high-tech personal computers, smartphones, and advanced equipment and machinery.</p> no00:09:233253What's Up With President Trump's Tariffs?full<![CDATA[Think Your Credit Card Bill Is Too High? Here's Why]]>With all the talk about a slowing economy and President Trump's push for lower interest rates, you may believe that banks and other lenders are making loans more affordable. Regrettably, that's not the case.

]]>https://valueside.podbean.com/e/think-your-credit-card-bill-is-too-high-heres-why-1754833301/valueside.podbean.com/bc5a3c60-d439-3857-ae6b-993764ed9dfdTue, 12 Aug 2025 03:40:00 GMT<p>With all the talk about a slowing economy and President Trump's push for lower interest rates, you may believe that banks and other lenders are making loans more affordable. Regrettably, that's not the case.</p> no00:08:373330Think Your Credit Card Bill Is Too High? Here's Whyfull<![CDATA[Venezuela And The Importance Of International Law]]>We live in a world founded upon the twin pillars of international law and international cooperation. The United States, above all others, has benefited from the free flow of goods and services, which have brought us one of the highest standards of living in the world.

]]>https://valueside.podbean.com/e/venezuela-and-the-importance-of-international-law/valueside.podbean.com/cc2a94f7-8050-3b67-9e6a-d35b32243606Wed, 07 Jan 2026 14:24:56 GMT<p>We live in a world founded upon the twin pillars of international law and international cooperation. The United States, above all others, has benefited from the free flow of goods and services, which have brought us one of the highest standards of living in the world. </p> no00:08:443411Venezuela And The Importance Of International Lawfull<![CDATA[When A Grand Strategy Meets Your Wallet]]>It’s been a month since “Liberation Day,” the day that President Donald J. Trump announced that we would emerge from the oppression of foreign manufacturing. For years, the President declared, we’ve been “ripped off” by the Chinese and others who have moved American jobs to their shores, producing the goods and products that you and I consume daily.

]]>https://valueside.podbean.com/e/when-a-grand-strategy-meets-your-wallet-1746536464/valueside.podbean.com/4c15b708-a34c-3368-aa93-ce47b68e3197Wed, 07 May 2025 13:00:00 GMT<p>It’s been a month since “Liberation Day,” the day that President Donald J. Trump announced that we would emerge from the oppression of foreign manufacturing. For years, the President declared, we’ve been “ripped off” by the Chinese and others who have moved American jobs to their shores, producing the goods and products that you and I consume daily.</p> no00:06:133261When A Grand Strategy Meets Your Walletfull<![CDATA[What President Trump Risks In Venezuela]]>The Pentagon likely instructed the President to curtail all additional Russian-supplied arms to Venezuela, because there is one weapon that is of utmost concern for the US Military. That weapon is the growing number of hypersonic missiles Russia has developed. Among those, Hypersonic is the sea-based Zircon, as well as the seven-year-old, battle-tested Kinzhal.

]]>https://valueside.podbean.com/e/what-president-trump-risks-in-venezuela-1764884515/valueside.podbean.com/01a1a423-3ca3-3608-863b-a6e21f9f563aFri, 05 Dec 2025 04:40:00 GMT<p>The Pentagon likely instructed the President to curtail all additional Russian-supplied arms to Venezuela, because there is one weapon that is of utmost concern for the US Military. That weapon is the growing number of hypersonic missiles Russia has developed. Among those, Hypersonic is the sea-based Zircon, as well as the seven-year-old, battle-tested Kinzhal.</p> no00:09:533398What President Trump Risks In Venezuelafull<![CDATA[JPMorgan Chase Revives An Old-Time Investment Risk]]>It was a simple executive-change notice, the kind that dots the financial press nearly every day. Todd Combs, one of Warren Buffett's senior managers, would be leaving Berkshire Hathaway to form a new unit at JPMorgan Chase. But this was far from an ordinary management change. For the first time in nearly a century, the fabled House of Morgan would invest its own capital in the stock market.

]]>https://valueside.podbean.com/e/jpmorgan-chase-revives-an-old-time-investment-risk/valueside.podbean.com/70dfe1db-935c-37be-ba03-67a2ddfbe220Sun, 14 Dec 2025 04:53:00 GMT<p>It was a simple executive-change notice, the kind that dots the financial press nearly every day. Todd Combs, one of Warren Buffett's senior managers, would be leaving Berkshire Hathaway to form a new unit at JPMorgan Chase. But this was far from an ordinary management change. For the first time in nearly a century, the fabled House of Morgan would invest its own capital in the stock market.</p> no00:10:513402JPMorgan Chase Revives An Old-Time Investment Riskfull<![CDATA[What's Up With President Trump's Tariffs?]]>For over half a century, China has produced items that American consumers want to buy, from early, inexpensive toys and gadgets to today’s high-tech personal computers, smartphones, and advanced equipment and machinery.

]]>https://valueside.podbean.com/e/whats-up-with-president-trumps-tariffs-1745510153/valueside.podbean.com/c80141c6-089e-3b01-b4e7-0e22769d9eb1Sat, 26 Apr 2025 15:55:00 GMT<p>For over half a century, China has produced items that American consumers want to buy, from early, inexpensive toys and gadgets to today’s high-tech personal computers, smartphones, and advanced equipment and machinery.</p> no00:09:233254What's Up With President Trump's Tariffs?full<![CDATA[The Worldly And The Other-Worldly]]>However, for many, life comes with a different perspective, a unique way of seeing things. For the 1.4 billion Catholics around the world, all that came into focus yesterday, May 8. The College of Cardinals elected a new Pope, Pope Leo XIV.

]]>https://valueside.podbean.com/e/the-worldly-and-the-other-worldly-1746880079/valueside.podbean.com/278dae8a-41c7-3960-80bf-10da49507924Mon, 12 May 2025 03:27:00 GMT<p>However, for many, life comes with a different perspective, a unique way of seeing things. For the 1.4 billion Catholics around the world, all that came into focus yesterday, May 8. The College of Cardinals elected a new Pope, Pope Leo XIV.</p> no00:04:103266The Worldly And The Other-Worldlyfull<![CDATA[Is The President Stuck In The 1960s?]]>The answer to that question will be readily apparent to those of a certain age, but a total enigma to our younger fellows. During the entire period of the Cold War, which lasted for more than 40 years from the post-war years until the fall of the Soviet Union in 1992, the overwhelming threat was from a Soviet Nuclear Bomb.

]]>https://valueside.podbean.com/e/is-the-president-stuck-in-the-1960s-1750683163/valueside.podbean.com/b1d6c8c9-7f9d-3b67-8c55-d477fc8e47f4Wed, 25 Jun 2025 03:51:00 GMT<p>The answer to that question will be readily apparent to those of a certain age, but a total enigma to our younger fellows. During the entire period of the Cold War, which lasted for more than 40 years from the post-war years until the fall of the Soviet Union in 1992, the overwhelming threat was from a Soviet Nuclear Bomb.</p> no00:07:513302Is The President Stuck In The 1960s?full