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Navigating Market Trends: UPS, Visa, and the Future of Consumer Spending

“Microsoft joining NVIDIA as exclusive members of the $4 trillion market cap club.” – 00:00:10

Evelio Silvera, Co-Founder of Bull Street Media, joins Remy Blaire at the New York Stock Exchange to discuss the latest earnings reports from major companies that are household names in America, including UPS, Visa, Microsoft, and Meta. As markets navigate through the busy final week of July, the pair highlight the impressive earnings from Microsoft and Meta, both of which have joined the exclusive $4 trillion market cap club, alongside NVIDIA.

Evelio shares insights into Microsoft’s recent performance, noting a significant increase in revenue and user engagement with their products, particularly Azure and Office 365. He argues that Microsoft is far from being yesterday’s news; instead, they are a frontrunner in the tech industry. 

Finally, the pair briefly discuss Starbucks and its potential resurgence under the current executive team, drawing parallels to past strategies that led to success.

JPMorgan Coinbase, Bitcoin cooling?, Crypto regulations, Indonesia crypto 

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JPMorgan will allow crypto purchases with Coinbase. Coinbase premium on bitcoin turns lower after Fed meeting. Crypto working group calls for regulatory clarity, and Indonesia hikes crypto tax sales. Jane King with the latest from the NYSE.

Understanding Ethereum’s Yield: What It Means for Investors

Andy Baehr, Head of Product and Research at Coindesk Indices, joins Remy Blaire at the New York Stock Exchange to discuss Ethereum, which has grown to become the second largest blockchain in the crypto space since its launch in 2015.

The pair explore Ethereum’s transition from a mining mechanism to a staking mechanism, which allows users to secure the network by committing their ETH in exchange for a yield of around 3%. This democratized approach has led to about 25-30% of all Ethereum being staked, providing a steady yield for participants.

Andy also sheds light on the recent performance of ETH, which has more than doubled since its low in April, and the implications of the validator queue. The time to unbond from validator networks has increased, raising concerns about potential selling pressure. However, the pair broke down how recent changes in the validator framework might indicate a technical effect rather than a bearish signal.

Navigating Interest Rates: The Fed’s Dilemma Amidst Inflation and Tariffs

Sonu Varghese, Global Macro Strategist at Carson Group, joins Remy Blaire to discuss the recent decision by the Federal Reserve to keep interest rates unchanged following their July meeting. While two members of the FOMC advocated for a 25 basis point rate cut, Chair Powell expressed concerns about inflation, particularly in light of the impact of tariffs. 

Sonu highlights that Powell’s hawkish tone reflects a labor market close to maximum employment, but persistent inflation remains a concern. We also examined the latest core inflation data, which showed an annualized increase of 3.1% in June, indicating that inflation issues are far from resolved.

As we approach the end of July, the pair discuss the recent Q2 GDP report, which, despite topping expectations, revealed a slowdown in core economic activity. Sonu points out that real final demand is growing at just 1.2%, a significant drop from previous years.

Meet Helios: The AI-Native Operating System for Public Policy Professionals

Joe Scheidler, Co-Founder & CEO of Helios, and Brandon Smith, Co-Founder & CTO, join Remy Blaire at the New York Stock Exchange to discuss their innovative platform, Proxi. Helios is an early-stage startup that has developed the first AI-native operating system specifically designed for public policy professionals. This groundbreaking tool tracks laws, regulations, and public signals, allowing organizations to stay ahead of potential impacts on their bottom line.

Joe shares insights into the challenges faced in public policymaking, highlighting the slow and fragmented nature of the process. Helios aims to address these issues by providing a 24/7 AI-powered solution that enhances productivity in stakeholder mapping, policy document creation, and regulatory responses. The platform is built on a robust dataset of legislative and regulatory information, ensuring that users can trust the outputs generated by their AI models.

Currently in private beta, Helios serves a diverse range of clients, including Fortune 500 companies, government agencies, and compliance teams. Users have reported significant benefits, such as real-time insights into regulatory changes that could impact their operations.

http://Heliosintel.ai

Dalio bitcoin, Ethereum treasury, Cash App, Sui treasury 

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Ray Dalio recommends some allocation to bitcoin & gold. Biotech 180 Life Sciences bets on ethereum. Cash App launches peer to peer pay, and Mill City Ventures announces Sui treasury. Jane King with the latest from the NYSE.

Bitcoin’s Stability and the Rise of Altcoins: Insights from Bill Miller

Bill Miller IV, Chairman, CIO, & Portfolio Manager at Miller Value Finds, joins Remy Blaire to discuss the recent developments in crypto regulation from the Trump administration, noting the release of a significant report on digital assets. He discussed various legislative efforts, including the Genius Act and the Clarity Act, which aim to provide more structure around stablecoins and digital assets. 

Bill expresses optimism that these regulations could benefit established cryptocurrencies like Ethereum and Solana, although he emphasized that Bitcoin remains unique in its value proposition due to its first-mover advantage and energy-intensive mining process.

The Fed’s Dilemma: Inflation, Economic Growth, and Rate Cuts Explained

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Jeffrey Roach, Chief Economist at LPL Financial, joins Remy Blaire to discuss the implications of this data for the Federal Reserve, particularly in light of ongoing inflation above the 2% target. Jeffrey notes that while the economy may be poised for a slowdown in the latter half of the year, the Fed could consider cutting rates, albeit cautiously.

The pair also explore the current job market dynamics, highlighting that while layoff announcements have increased, actual layoffs have not followed suit as businesses remain hesitant to fire employees. Instead, they may be opting to reduce hours, which could lead to slower payroll growth.

Retail Investors: The Resilient Buyers in a Volatile Market

Bret Kenwell, U.S. Investment Analyst at eToro, joins Remy Blaire to discuss the current state of retail investors and the stock market. With major U.S. stock averages reaching record highs, we reflected on the volatility experienced earlier this year, particularly in April, when many perceived retail traders as skittish. However, Brett highlights that retail investors were actually seizing opportunities during those downturns, particularly in tech stocks like NVIDIA.

Fed Day Insights: Interest Rates and Economic Data Analysis

Tim Anderson, Managing Director at TJM Investments, joins Remy Blaire at the New York Stock Exchange to discuss the significant events surrounding Fed Day, where the central bank is expected to hold interest rates steady.

Tim highlights the importance of upcoming earnings reports, particularly from tech giants, as the market has seen a strong rally driven by AI-related stocks. He emphasizes that while these companies are not necessarily priced for perfection, they need to meet or exceed expectations to maintain momentum.