About this episode
The Kansas City Fed set this year's Jackson Hole theme as financial innovation and its implications for payments and policy, arriving alongside a stablecoin float above $307 billion. We will break down what tokenized money and instant payments actually change about the plumbing of the financial system, and what investors should and should not read into it.
Today's Stocks & Topics: VanEck Gold Miners ETF (GDX), Market Wrap, Sandisk Corporation (SNDK), How to Identify Winning Stocks?, Nucor Corporation (NUE), Steel Dynamics, Inc. (STLD), Financial innovation is now a Fed problem, Vanguard FTSE Developed Markets ETF (VEA), Vanguard FTSE All-World ex-US Index Fund (VEU), Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, Sonos, Inc. (SONO), IMAX Corporation (IMAX), State Street SPDR S&P Regional Banking ETF (KRE), Taxable Account.
Our Sponsors:
* Check out Anthropic and use my code claud.ai/invest for a great deal: https://www.anthropic.com
* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.com
Advertising Inquiries: https://redcircle.com/brands
Get every episode summarized
Each time InvestTalk publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
Email me new episodesFree for 3 shows. No card needed.
Hosts & guests
No transcript yet
This episode has not been transcribed. Request it and it moves to the front of the queue.
More episodes
More from InvestTalk
Diesel Prices Hit a Record: The Inflation Wildcard Wall Street Is Underestimatin...
InvestTalk
Best of Caller Questions - Labor Day Edition
InvestTalk
Gen Z Sports Betting vs. Investing: A Ticking Time Bomb for Retirement Savings
InvestTalk
Fed Rate Hike September 2026: Is Warsh's Inflation Warning a Game-Changer?
InvestTalk