Podcasts about 100b

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Best podcasts about 100b

Latest podcast episodes about 100b

All-In with Chamath, Jason, Sacks & Friedberg
Sundar Pichai, CEO of Alphabet | The All-In Interview

All-In with Chamath, Jason, Sacks & Friedberg

Play Episode Listen Later May 16, 2025 62:21


(0:00) David Friedberg welcomes Alphabet CEO Sundar Pichai (2:58) Will AI kill search?: Google disrupting itself, evolving search to follow the user (15:32) Infrastructure advantage, foundational model differentiation (25:08) Future of human-computer interaction, hardware, competitive landscape in AI (35:29) Energy constraints in AI (41:20) Google's progress in quantum computing and robotics (47:56) Culture, coddling, and talent recruitment in the age of AI (56:50) Does he consider Alphabet a holding company searching for Google's next $100B business? Follow Sundar: https://x.com/sundarpichai Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect

Swan Signal - A Bitcoin Podcast
$500K Bitcoin Predictions & Institutional Game Theory

Swan Signal - A Bitcoin Podcast

Play Episode Listen Later May 16, 2025 51:14


1. 500K Bitcoin Predictions & Market SentimentThe crew discussed the recent wave of bullish sentiment led by industry voices like Adam Back, Bitfinex analysts, and Vibes Capital. Adam Back predicts $500K–$1M this cycle, while Vibes Capital cites $100B in anticipated corporate treasury demand plus potential U.S. government Bitcoin buys. With consistent ETF inflows, particularly BlackRock's IBIT, and support levels holding near $100K, sentiment is peaking.2. Treasury Demand & Speculative Attack NarrativeMicroStrategy's playbook is now being followed by a growing list of public firms using debt and equity to acquire Bitcoin. The panel emphasized this as a "speculative attack" on fiat—unlocking Bitcoin exposure for capital pools that can't hold spot BTC directly. With more than 500,000 BTC already under corporate control, the race is on.3. Coinbase Hack: $400M FalloutA major hack at Coinbase leaked sensitive customer data (names, addresses, partial SSNs, balances, and IDs). While no private keys were exposed, the breach raised concerns about platform risk. The team praised Coinbase's $20M bounty offer but reiterated the importance of security hygiene and moving to self-custody solutions like Swan Vault.4. Digital Scarcity & FT FiascoFinancial Times drew ire for downplaying Bitcoin's innovation, comparing it to teeth. The panel explained how Bitcoin solved digital scarcity using proof-of-work and decentralized consensus. Lynn Alden's and Pierre Rochard's responses underscored the persistent misunderstanding from legacy media.5. Macroeconomics & Treasury PolicyThe group reviewed new U.S. spending legislation further widening deficits—echoing the "Nothing Stops This Train" meme. Tariff-driven inflation, CPI surprises, and Walmart's price hikes were also covered, with mixed views on future inflation trajectories.6. Global Adoption & Corporate MomentumRecent sovereign and institutional moves included Chinese and Indian firms acquiring BTC, 21.co's big buy, and Abu Dhabi's sovereign fund adding exposure. Meanwhile, Swan's own CIO Ben Workman emphasized the moral and fiduciary pressure mounting on corporate leaders to explore Bitcoin treasuries. Swan Private helps HNWI, companies, trusts, and other entities go beyond legacy finance with BItcoin. Learn more at swan.com/private. Put Bitcoin into your IRA and own your future. Check out swan.com/ira.Swan Vault makes advanced Bitcoin security simple. Learn more at swan.com/vault.

Go To Market Grit
How Matt Murphy Made Marvell Essential to AI and Cloud

Go To Market Grit

Play Episode Listen Later May 12, 2025 85:07


Matt Murphy transformed Marvell from a broad-based chip supplier into a $100B data infrastructure leader—powering the rise of AI, cloud, 5G, and custom silicon.On this week's Grit, the Marvell CEO shares how he refocused the company's strategy, led major acquisitions like Inphi ($10B) and Cavium ($6B), and positioned Marvell at the center of the next era of compute.He also reflects on lessons from his father, a longtime CEO, the discipline of running 90 miles a week, and how staying steady through industry cycles has set him apart.Chapters:00:00 Trailer00:47 Introduction03:00 Huge company, taking the long view10:28 Market cap shift to big tech14:44 The data infrastructure opportunity20:30 Massive economic opportunity31:33 Semiconductor industry and geopolitics40:46 Taiwan and Moore's Law 44:05 Getting hammered down 50%47:05 Silicon Valley51:15 All in despite risks55:37 The CEO checkbox1:01:22 Email from Matt, subject: Grit1:07:35 The higher you go1:15:44 Who Marvell is hiring1:20:14 What “grit” means to Matt1:24:40 OutroMentioned in this episode: Jim Cramer, Taiwan Semiconductor Manufacturing Company Limited (TSMC), Maxim Integrated, Mattel, Inc., Cisco Systems, Inc, Juniper Networks, Meta Platforms, Amazon.com, Inc., Cavium, Inc., Inphi Corporation, Aquantia Corporation, Mellanox Technologies, Nvidia Corporation, Microsoft Corporation, OpenAI, Anthropic, John Chambers, Facebook, Spotify, Airbnb, Google, Barack Obama, Ronald Reagan, Donald Trump, Intel Corporation, Robert Norton Noyce, Gordon Moore, Advanced Micro Devices, Inc. (AMD), Andrew "Andy" Stephen Grove, Bloomberg, Intuit Inc., Lip-Bu Tan, Sehat Sutardja, Whay S. Lee, Starboard Value, Rick Hill, Novellus Systems, Inc., Michael Strachan, Deloitte & Touche LLP, Apple Inc., Steve Jobs, Chris KoopmansLinks:Connect with MattLinkedInConnect with JoubinXLinkedInEmail: grit@kleinerperkins.comLearn more about Kleiner Perkins

OODAcast
Episode 128: The Money Trap: Alok Sama on SoftBank, Mega Bets, and Life Beyond Wall Street

OODAcast

Play Episode Listen Later May 12, 2025 51:21


In this episode of the OODAcast, host Matt Devost is joined by Alok Sama, author of The Money Trap, for a compelling conversation about Sama's journey from modest beginnings in India to leading some of the most ambitious investment efforts in tech history. Sama recounts his early days in Delhi, the unlikely path to Wharton, and his time at Morgan Stanley before stepping into the eye of the storm as President and CFO of SoftBank. Alongside Masayoshi Son, he helped deploy the groundbreaking Vision Fund, a $100B initiative that forever changed the scale of tech investing. Sama offers behind-the-scenes insights into the wild ride of investing in giants like Uber, WeWork, and ARM, reflecting on how bold vision and massive capital shaped, and sometimes distorted, the future of technology. es candid lessons from massive wins and public missteps, including the now-infamous WeWork saga. He also delves into how a high-stakes smear campaign impacted his health and priorities, offering an unflinching look at the personal costs of operating at the top of global finance. Throughout the episode, Sama's honesty, humor, and humility shine, echoing the voice that made his book so impactful. Beyond business, the conversation turns deeply personal. Sama reflects on what really matters after decades of chasing financial success. He opens up about regrets around time lost with loved ones, the role of humility in leadership, and how ancient Indian philosophy helped him reframe his priorities. Now entering a new chapter focused on writing, mentoring, and giving back, Sama offers timeless advice for entrepreneurs, investors, and anyone navigating high-pressure careers. This episode is a must-watch for those curious about the intersection of power, capital, and purpose. Additional Links: Alok on X Book Recommendation: The Rings of Saturn by W.G. Sebald

A Canadian Investing in the U.S. with Glen Sutherland
EP367 The Hidden Costs (and Benefits) of Selling U.S. Real Estate as a Canadian with Tricia Lehane

A Canadian Investing in the U.S. with Glen Sutherland

Play Episode Listen Later May 8, 2025 23:19


Trisha Lehane – Realtor based in Scottsdale, Arizona with RE/MAX, specializing in working with Canadian buyers and sellers. Background: Originally from Canada, Trisha has lived in Arizona for 20 years. She has deep roots in Canadian provinces like Manitoba, Saskatchewan, Alberta, BC, and Yukon. Her real estate career pivoted to working with Canadians after selling a million-dollar property to a Vancouver buyer in 2008. Key Topics Covered: Canadians Selling U.S. Property Many Canadians are selling U.S. properties due to: Currency fluctuations (e.g., CAD–USD exchange rate). Rising HOA fees and living costs. Aging and changing lifestyles. FIRPTA (Foreign Investment in Real Property Tax Act): 15% of the gross sale price is withheld by the IRS. If the property is under $300K, it's up to the seller to file documents via their accountant. Capital Gains Tax: 15–20% in the U.S. Canada taxes 50% of gains at the marginal tax rate. ITIN Requirement: Required for tax filing in the U.S. Sellers need it if they don't already have one from renting out their property.

TD Ameritrade Network
SPX Pause, PLTR Earnings, E.U. Tariffs

TD Ameritrade Network

Play Episode Listen Later May 6, 2025 8:13


Stocks took a breather after a 9-day win streak. Kevin Green cites headline risk and technical pullback as key drivers. Despite this, he notes the S&P 500 (SPX) 50-day moving average remains a crucial support level. Kevin also weighs in on the E.U.'s plan to tariff $100B in U.S. goods if trade talks fail and the potential impact on markets. He expects a "very difficult" FOMC meeting, with a focus on June rate cuts and quantitative easing. KG also breaks down Palantir's (PLTR) earnings, which saw strong commercial growth but a miss on guidance, leading to a 8% pre-market drop.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

BTC Sessions
Coinbase Insider LEAKED US Dumping $100B GOLD for Bitcoin | MASSIVE Buy INCOMING

BTC Sessions

Play Episode Listen Later May 1, 2025 57:05


A Coinbase insider just leaked that the U.S. is dumping $100B in gold for Bitcoin—and a massive buy could be incoming. If true, this marks one of the boldest financial pivots in modern history.

TD Ameritrade Network
EARNINGS ALERT: AAPL

TD Ameritrade Network

Play Episode Listen Later May 1, 2025 17:53


Shares of Apple (AAPL) fade after its 2Q earnings beat on the top and bottom line. Apple declared a 4% increase to its dividend as well as authorizing an additional share repurchase program up to $100B. Kevin Green points out Apple's China sales just snuck by above Street estimates, but adds that Services and Wearables segments both slightly missed. Jeff Pierce is looking forward to the earnings call as the iPhone maker adjusts to the new tariff policies under the Trump Administration.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Coinbase Institutional Market Call
Institutional Sentiment, ETF Momentum & Ethereum's Road to Pectra

Coinbase Institutional Market Call

Play Episode Listen Later Apr 30, 2025 39:09


 This week, we dive into the latest EY Digital Assets Survey and what it reveals about institutional sentiment: 85% of respondents increased their crypto allocations in 2024—and nearly the same expect to do so again in 2025. We unpack which assets are in focus, the critical role of regulation, and how institutions are beginning to engage with DeFi.On the market side, ETF inflows remain strong, especially into IBIT, with ETH reversing its outflows from the previous week. We analyze current holder trends and potential upside scenarios. We also look at Bitcoin's increasing correlation with gold and how it's behaving around key geopolitical headlines.In macro, we touch on updates from the White House and key economic prints—JOLTs, ADP, GDP, and the BoJ rate decision—all leading up to Friday's NFPs.In the news section, we discuss BTC treasury trends at 21 Capital and explore Solana-based DeFi treasury entities like Upexi and DeFi Development Corp.Onchain, we review the implications of EIP-9698, early signs of renewed strength in ETH signals, and the Loopscale exploit. We also note Monero-BTC swap developments and DeFi TVL climbing back above $100B.We close with key upcoming catalysts to watch: Friday's Non-Farm Payrolls, the May 7th FOMC decision, and Ethereum's long-awaited Pectra upgrade.Topics Covered:Institutional Trends: EY Survey highlights, asset preferences, regulatory priorities, and DeFi participationMarket Update: IBIT-led ETF inflows, ETH reversal, BTC holders & gold correlationMacro Overview: White House, JOLTs, ADP, GDP, BoJ, and NFPs outlookNews & Earnings: BTC treasury strategy at 21 Capital, Solana-based DeFi treasuriesOnchain Insights: EIP-9698, ETH revival signals, Loopscale exploit, and TVL growthCatalysts Ahead: Non-Farm Payrolls (May 3), FOMC & Ethereum Pectra Upgrade (May 7)Host: Ben Floyd, Head of Execution ServicesSpeakers: David Duong, Head of Institutional Research Brock Miller, Senior Staff Software EngineerJoshua Pak, Senior CES Sales TraderCoinbase NewsCBAM BTC Yield Fund: A conservative Bitcoin strategy targeting 4–8% net annual returns over a market cycle, with subscriptions and redemptions in BTC.UK Web3 Accelerator Launch: Coinbase joins Fabric Ventures, Animoca Brands, and Founders Factory to launch a new UK-focused Web3 accelerator.Coinbase x PayPal Partnership: Coinbase expands its PayPal partnership to support seamless 1:1 PYUSD-USD conversions and explore new onchain use cases.Coinbase International Exchange Q1 Recap: Highlights from Q1 performance and key growth initiatives planned for Q2 2025.LinksEY-Parthenon Digital Assets Strategy Report

Macroaggressions
Flashback Friday | #334: The Banana Republic Of America

Macroaggressions

Play Episode Listen Later Apr 25, 2025 74:44


The state of California is a disaster caused by Woke policies. San Francisco spent almost $3 billion over the past seven years on “homeless services”, Los Angeles is actively trying to let as many prisoners out of jail as possible, New York seems to think that evicting non-paying tenants is “violence”, and Chicago is plagued by swarms of kids looting and ransacking the soon-to-be-departing Walmart. Things are not going well in America these days, and it almost feels as if it is intentional. While governors across the country are actively trying to destroy their states, Joe Biden is working hard to end the 200+ year American experiment by giving $100B+ away to foreign countries, threatening nuclear powers with WW3, and allowing multiple countries to de-dollarize while ignoring the many issues at home. What a time to be paying attention. The Octopus of Global Control Audiobook: https://amzn.to/3xu0rMm Hypocrazy Audiobook: https://amzn.to/4aogwms Website: www.Macroaggressions.io Activist Post: www.activistpost.com Sponsors: Chemical Free Body: https://www.chemicalfreebody.com Promo Code: MACRO C60 Purple Power: https://c60purplepower.com/ Promo Code: MACRO Wise Wolf Gold & Silver: www.Macroaggressions.gold LegalShield: www.DontGetPushedAround.com EMP Shield: www.EMPShield.com Promo Code: MACRO ECI Development: https://info.ecidevelopment.com/-get-to-know-us/macro-aggressions Christian Yordanov's Health Transformation Program: www.LiveLongerFormula.com Privacy Academy: https://privacyacademy.com/step/privacy-action-plan-checkout-2/?ref=5620 Brain Supreme: www.BrainSupreme.co Promo Code: MACRO Above Phone: abovephone.com/macro Promo Code: MACRO Van Man: https://vanman.shop/?ref=MACRO Promo Code: MACRO My Patriot Supply: www.PrepareWithMacroaggressions.com Activist Post: www.ActivistPost.com Natural Blaze: www.NaturalBlaze.com Link Tree: https://linktr.ee/macroaggressionspodcast

Govcon Giants Podcast
268: Breaking Down Gov Barriers: 2025's $100B Non-FAR Revolution

Govcon Giants Podcast

Play Episode Listen Later Apr 25, 2025 52:36


In this episode of the GovCon Giants Podcast, I'm breaking down a seismic shift that's about to transform government contracting in 2025. Over the last few months, I've had conversations with agency leaders and top contractors—and there's one message that's loud and clear: the rules of the game are changing. This isn't about small tweaks to the FAR. This is a full-blown reset on how billions of dollars in federal funds will be deployed to innovative small businesses like yours. From OTAs to new intermediary pathways and faster funding mechanisms, I'll show you exactly how to position yourself before these opportunities hit the street. Whether you're brand new or have years of past performance, this episode is your roadmap to getting ahead of the curve. Stop waiting, stop second-guessing—2025 is the year to take your place in the new era of government contracting.

Mint Business News
Kashmir Travel Collapse After Terror Attack | India, Saudi Ink $100B Energy & Infra Pact | Buying Luxury? Pay Extra Tax

Mint Business News

Play Episode Listen Later Apr 24, 2025 7:56


To get your dose of daily business news, tune into Mint Top of the Morning on Mint Podcasts available on all audio streaming platforms. https://open.spotify.com/show/7x8Nv1RlOKyMV5IftIJwP1?si=bf5ecbaedd8f4ddc Kashmir Travel Takes a Hit Post Terror Attack Following the deadly terrorist attack in Pahalgam, Jammu & Kashmir, that claimed 26 lives, travel agencies across India report up to 90% cancellations for Kashmir-bound trips. The Resistance Front (TRF), linked to Lashkar-e-Taiba, claimed responsibility. Agencies say bookings dropped overnight, with customers demanding refunds—even for non-refundable trips—leading to operational chaos. In response, SpiceJet, Air India, and IndiGo have added emergency flights out of Srinagar and are offering waivers on cancellations and rescheduling for bookings made before April 22, valid through April 30. The attack has derailed Kashmir's fragile post-pandemic tourism recovery. India-Saudi Arabia Boost Energy Ties with Refinery Pact During Prime Minister Modi's visit to Jeddah, India and Saudi Arabia agreed to jointly set up two oil refineries in India, part of a broader push to strengthen strategic ties. The agreement was sealed during the India-Saudi Strategic Partnership Council meeting co-chaired by Modi and Crown Prince Mohammed bin Salman. The two countries reaffirmed Saudi Arabia's $100 billion investment commitment, spanning energy, fintech, infrastructure, and health. Additional MoUs were signed on space collaboration, healthcare, and postal services, and new committees were created for defence and tourism cooperation. Though Modi cut short his visit after the Kashmir attack, momentum on bilateral ties remains strong. Lodha vs Lodha: A Real Estate Rivalry Brews in Mumbai In a bold move, Abhinandan Lodha's House of Abhinandan Lodha (HoABL) is stepping into Mumbai's competitive real estate market—directly challenging big brother Abhishek Lodha's Macrotech Developers. HoABL announced three vertical projects, including a landmark American Culture Center in Marine Lines, a Chowpatty beachfront project, and a joint venture in Naigaon, with a total investment of ₹2,500 crore and projected revenue of ₹3,500 crore. Known for its plotted development outside Mumbai, HoABL now aims for 50% of its revenue from vertical projects within 2-3 years. With approvals in place and construction beginning by year-end, Mumbai's skyline may become the new Lodha battleground. SEBI's Fast-Track Dispute Resolution Plan Draws Mixed Reactions SEBI's latest consultation paper proposes a faster, tech-driven online dispute resolution (ODR) framework for the securities market, including direct arbitration for claims over ₹10 crore. Legal experts back the move for greater certainty and accountability, but warn that mandating a 100% deposit to appeal arbitral awards could discourage retail investors. The proposal also seeks to differentiate regulatory vs. contractual disputes, a grey area that's caused confusion in the past. SEBI plans digital filings, 21-day conciliation timelines, and a round-robin panel allocation system. While hailed as a step forward in improving market efficiency, experts urge flexibility for complex or multi-party cases. Public feedback is open until May 12. Luxury Shoppers Face 1% Tax on Big-Ticket Buys From April 22, 2025, India's luxury buyers will need to factor in a 1% Tax Collected at Source (TCS) on purchases over ₹10 lakh, as per a new CBDT directive. This includes high-end items like watches, artworks, collectibles, yachts, designer bags, shoes, sports gear, and even home theatres and racehorses. The tax applies to the entire transaction value once the ₹10 lakh threshold is breached. “This aligns with global trends in tax transparency and tracking high-value consumption,” said Munjal Almoula of BDO India. The move is part of a broader strategy to widen the tax base and monitor luxury spending.

Excellent Executive Coaching: Bringing Your Coaching One Step Closer to Excelling
EEC 378: Mastering Leadership and the Entrepreneurial Mindset, with Darius Ross

Excellent Executive Coaching: Bringing Your Coaching One Step Closer to Excelling

Play Episode Listen Later Apr 22, 2025 25:02


Darius Ross is a pro arbitrager, business consultant, and motivational speaker with 30+ years of entrepreneurial experience behind him. How did your experiences growing up in inner-city Chicago shape your entrepreneurial journey? How can the right mentality help entrepreneurs overcome challenges and seize opportunities? What key traits define true leadership? What strategies have helped you crack high-stakes deals while fostering a strong business culture? What advice would you give your younger self? Darius Ross Darius Ross is a pro arbitrager, business consultant, and motivational speaker with 30+ years of entrepreneurial experience behind him. Darius recently co-authored Leadership DNA, a USA National Bestseller that brings together expert insights on mastering the art of leadership. The anthology explores how to cultivate a thriving business culture, drive meaningful change, and build high-performing teams. Additionally, he is working on the upcoming book Dealing with the Entrepreneurial Mindset, which taps into his journey as a self-starter and includes strategies for leadership. His expertise covers the scope of SMEs and large businesses, and he has cracked deals in the range of $250K to $1B+. In his role as a business consultant, Darius has advised top-ranking corporate leaders on deals worth $100B+. Excellent Executive Coaching Podcast If you have enjoyed this episode, subscribe to our podcast on iTunes. We would love for you to leave a review. The EEC podcasts are sponsored by MKB Excellent Executive Coaching that helps you get from where you are to where you want to be with customized leadership and coaching development programs. MKB Excellent Executive Coaching offers leadership development programs to generate action, learning, and change that is aligned with your authentic self and values. Transform your dreams into reality and invest in yourself by scheduling a discovery session with Dr. Katrina Burrus, MCC to reach your goals. Your host is Dr. Katrina Burrus, MCC, founder and general manager of Excellent Executive Coaching a company that specializes in leadership development.

Alt Goes Mainstream
Cantilever Group's Todd Owens - GP stakes: the best of all worlds? (live from New York)

Alt Goes Mainstream

Play Episode Listen Later Apr 17, 2025 28:35


Welcome back to the Alt Goes Mainstream podcast.Today's conversation features a live podcast that takes place at BTG Pactual's NYC office for an audience in private markets.We are joined by Todd Owens, the Co-Founder and Managing Partner of Cantilever Group, where BTG Pactual is an investor.Cantilever is an independent firm focused on providing capital solutions to middle market asset managers. The firm's capital can be used to accelerate growth, support acquisitions or liftouts, fund GP commitments, seed new strategies, facilitate generational ownership transfer, and provide liquidity to founders. Cantilever focuses on asset management firms that have enterprise values between $50M and $500M. The team has executed on over $500M of GP stakes, financing, and seeding transactions as both investors and principals. The team's advisory experience working with stakes funds includes over 15 GP stakes transactions, multiple GP stakes portfolio financings, numerous GP and BDC IPOs, and dozens of asset management financing and control transactions.Cantilever is working with two strategic partners as they build their firm: BTG Pactual, the ~$30B market cap Brazilian bank and wealth and asset manager has invested into Cantilever's fund, and Broadhaven Ventures, the principal investment arm of Broadhaven Capital Partners.Todd has over 30 years of experience as an advisor covering financial institutions and as a senior financial services executive. Prior to founding Cantilever, Todd has been a Partner at Broadhaven Capital Partners, an independent financial services focused investment bank that's completed over $100B in announced M&A transaction volume, as well as the former CEO of Fifth Street Finance. Todd began his career at Goldman, Sachs & Co, spending 24 years including as a Managing Director and Partner in the Investment Banking Division.Todd and I had a fascinating conversation about the GP stakes space and why the middle market represents a compelling part of the asset management ecosystem as the industry undergoes change and consolidation. We discussed:The early days of alternative asset managers going public.The evolution of the GP stakes market.The role that GP stakes investing can play in the growth of alternative asset managers.How and why GP stakes has shades of private equity, private credit, and secondaries in a single strategy. A tale of two cities — the upper end of the market and the middle-market.What will liquidity look like in the GP stakes space?Thanks Todd for sharing your wisdom and views on GP stakes and asset management.Subscribe to Alt Goes Mainstream to receive the weekly newsletter every Sunday and all of AGM's podcasts.Show Notes00:38 Welcome to the Alt Goes Mainstream Podcast00:40 Live Podcast at BTG Pactual's New York City Office00:49 Introducing Todd Owens and Cantilever Group02:26 Welcome to Alt Goes Mainstream Live03:04 Todd's Background and Perspective03:29 The Early Days of Minority Equity04:28 Alternative Asset Managers Going Public04:53 The Success of Public Offerings05:32 Evolution of the GP Stakes Market05:58 The Financial Crisis and Market Evolution06:14 Understanding the Asset Management Business06:47 Public vs. Private Market Perceptions08:07 Middle Market Opportunities08:37 The Role of GP Stakes in Firm Growth09:05 Different Approaches to Building a Business09:15 Lessons from advising Oaktree and Ares09:27 Strategic Planning in Asset Management10:14 Sophistication in the Middle Market10:45 The Future of GP Stakes and Asset Management11:48 Differences Between Upper and Middle Markets14:46 Opportunities in the Lower Middle Market16:03 The Persistence of the Middle Market17:58 Wealth Channel and Private Markets18:48 Evolution of Wealth Management20:04 Democratization of Alternatives20:24 GP Stakes as an Investment Strategy20:54 GP Stakes: The Best of All Worlds?20:59 Investment Strategies and Market Trends22:08 Private Credit vs. GP Stakes22:58 Betting on Private Markets Growth23:17 Long Duration Capital in GP Stakes23:47 Liquidity in the GP Stake Space24:22 Managing Portfolio and Realizations25:01 The Need for Liquidity Solutions25:19 Quick Fire Questions25:26 Favorite Asset Class in 2025?26:06 Next Firm to Go Public?26:16 Challenges of Merging Large Firms27:21 Future of Middle Market GP Stakes28:07 Conclusion: Live Podcast Wrap-Up28:12 Thank You and Closing Remarks Editing and post-production work for this episode was provided by The Podcast Consultant.

Real Vision Presents...
Trump's Tariff Twist, China's $100B Surplus, and Mantra's Crypto Crash: PALvatar Market Recap, April 14 2025

Real Vision Presents...

Play Episode Listen Later Apr 14, 2025 2:56


@HPCpodcast with Shahin Khan and Doug Black

- Argonne's nuclear reactor digital twin helps monitor, manage, train - An AI factory in the sky? Building data centers in space or on the moon using Space Based Solar Power (SSP) - TSMC may face US$1B penalty - Chinese AI players order $16B of Nvidia H20s - Hyperion Research says HPC-AI market grew a whopping 23.5% in 2024, poised to exceed $100B by 2028 [audio mp3="https://orionx.net/wp-content/uploads/2025/04/HPCNB_20250414.mp3"][/audio] The post HPC News Bytes – 20250414 appeared first on OrionX.net.

Next in Tech
NVIDIA GTC Bursts at the Seams

Next in Tech

Play Episode Listen Later Apr 8, 2025 31:06 Transcription Available


It's come a long way from its game developer roots and the NVIDIA GPU Technology Conference (GTC) 2025 edition was so well attended, it was straining the capacity of the San Jose Convention Center, its long-term home. John Abbott returns to discuss what debuted and the implications with host Eric Hanselman. NVIDIA has taken a starring role in AI and this year's GTC had all of the glitz of a Hollywood production – CEO's of major tech partners delivered a video tribute and Disney-designed robots cavorted on stage with CEO Jensen Huang. The event reinforced the extent to which NVIDIA has become a systems and software company, rather than simply a supplier of high performance silicon. The event highlighted not only new GPU's and rack-scale compute systems, but also countered the concerns around declines in GPU demand raised by the release of the DeepSeek AI models. The shift to reasoning models for AI is expected to drive further demand. The impacts on energy consumption and associated pressure on energy transition plans weren't mentioned, but are a large part of the larger discussion around AI. More S&P Global Content: SoftBank, OpenAI, Oracle and MGX commit to $100B for Stargate AI infrastructure Semiconductor Digest: A roundup of the latest developments Next in Tech | Ep. 206: NVIDIA quarterly earnings For S&P subscribers: NVIDIA pushes broader AI infrastructure story with Blackwell Ultra, full stack software NVIDIA takes commanding revenue lead in semiconductor space Tech is priced to move Generative AI Digest 25: A roundup of latest breakthroughs and developments Credits: Host/Author: Eric Hanselman Guest: John Abbott Producer/Editor: Adam Kovalsky Published With Assistance From: Sophie Carr, Feranmi Adeoshun, Kyra Smith

TD Ameritrade Network
INTC/TSMC Tie-Up: Chipmakers' New Venture

TD Ameritrade Network

Play Episode Listen Later Apr 4, 2025 3:05


Jenny Horne details the reported agreement between Intel (INTC) and TSMC (TSM) to start a new joint venture to take over control of INTC manufacturing facilities. The report originated from The Information and says TSMC will take a 20% stake in the JV. TSMC has previously announced plans to spend $100B in U.S. chip facilities over the next 5 years.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

TeknoSafari's Podcast
Eğitimde Yapay Zeka Şart! Nasıl Başarılı Oluruz?

TeknoSafari's Podcast

Play Episode Listen Later Apr 3, 2025 21:49


1. Elon Musk'ın Yapay Zeka'sı Grok, onu açıkça eleştiriyor. Musk'ı en iyi yanlış bilgi yayıcı olarak adlandırdı ve Musk'ın muhtemelen onu kapatabileceğini kabul etti.2. Elevenlabs aktör Modu kullanıma sunuldu. Artık yapay zeka seslerimiz tarafından seslendirilen senaryoların iletilmesini kendi sesinizle yönlendirebilir, yaratıcı kontrolün tamamen yeni bir boyutunun kilidini açabilirsiniz.3. GROK Türkleşti, ben nasıl biriyim diye sormayın deriz.4. GenAI'nin çalışma ortamında kullanımında Almanya ilk sırada yer alıyor. Global %11, Almanya %23.5. GPT, görüntü üretimini limitli de olsa free hesaplara da açtı.6. Qwen ve DeepSeeek işbirliği yapıyor ve 100B açık ağırlık modelini duyuruyor - R2-Q2 Livebench'teki tüm kategorilerde 100 alıyor!7. Microsoft, Copilot için bir sürü yeni şey üzerinde çalışıyor: - Derin Araştırma - Sayfalar (Tuval) - Eylemler (Bilgisayar Kullanım Aracıları) - Podcast'ler (Sesli Özetler)8. RunwalML, 4 nolu modelle görüntü üretiminde atakta.9. OpenAI Academy, http://academy.openai.com yayında.10. Higgsfield, öntanımlı kamera teknikleriyle başarılı giriş yaptı.Eğitim için AI:https://notebooklm.google.comhttps://learning.google.comhttps://www.youlearn.ai/https://www.rabbithole.chat/https://raena.ai/ #yapayzeka #yapayzekaeğitim #bilgiteknolojileri

AGORACOM Small Cap CEO Interviews
ESGold's Montauban Project Shows Key Parallels to Broken Hill $100B Deposit

AGORACOM Small Cap CEO Interviews

Play Episode Listen Later Mar 31, 2025 21:38


HIGHLIGHTSGeological Potential: Montauban shares key characteristics with Broken Hill, one of the world's most lucrative deposits, valued at over $100 billion in metals.Rhodonite Discovery: Recent sampling confirmed the presence of rhodonite, a mineral strongly associated with Broken Hill-type deposits, reinforcing the geological parallels between the two systems.Advanced Exploration: ESGold is using ambient noise tomography to scan depths up to 400 meters, revealing previously unexplored mineral-rich areas.Near-Term Production: Tailings production is set to begin in the next 6 months, generating cash flow without diluting shareholders. Year 1 revenue estimated at $23M based on current gold and silver prices.Strong Financial Projections: The PEA projects $106.9M in revenues from tailings, with potential upside reaching $315M over the next five years. A revised PEA is in progress.Fast Payback: The project is expected to pay back in just 0.9 years at $1,750 gold, underscoring its financial viability.ESGold Corp. ($ESAU / $ESAUF) is leading the charge with its modern approach to exploration and production. The company's use of cutting-edge technology potentially unlocks the full potential of Montauban, positioning it for both near-term revenue and long-term discovery upside.COMPANY INSIGHTS "For the first time, we are applying a disciplined, modern exploration approach to Montauban, similar to how Broken Hill was systematically uncovered," stated André Gauthier, Senior Geologist, ESGold. "This deposit shares many geological hallmarks with one of the most famous VMS deposits in the world. Our goal is to use modern technology to answer the key question—just how big is Montauban?""Broken Hill was not fully recognized until advanced exploration techniques were applied-this is the exact playbook we are following at Montauban," added Brad Kitchen, President of ESGold. "Our ANT survey will give us the first-ever deep visualization of the deposit, guiding our next drilling phase to unlock the true scale of this mineralized system."WHAT'S NEXT ESGold expects to finalize underground scan results within the next 4-6 weeks. These will provide critical insights into Montauban's mineralization, guiding the next phase of exploration. Drilling is set to begin within 6-9 months. With a rising gold market, a strategic Quebec location, and a self-funded approach, ESGold is poised for strong, sustained growth.

The Rundown
Deep Dive: The Meteoric Rise of BYD

The Rundown

Play Episode Listen Later Mar 30, 2025 8:27


BYD has quietly become the world's top electric vehicle company—outselling Tesla, topping $100B in revenue, and doing it all without selling a single car in the U.S. In this weekend deep dive, we break down how a little-known Chinese battery maker turned into a global auto powerhouse. From government subsidies to battery tech breakthroughs and geopolitical pushback, we explore the forces driving BYD's rise and the risks that lie ahead.

Hashevaynu Shiurim
Sanhedrin 100a-100b (Daf Yomi)

Hashevaynu Shiurim

Play Episode Listen Later Mar 27, 2025 32:53


Sanhedrin 100a-100b (Daf Yomi) by Rabbi Avi Zakutinsky

Rabbi David Lapin's Matmonim Daf Yomi Series
Sanhedrin 100b Don't Worry - דאגה בלב איש

Rabbi David Lapin's Matmonim Daf Yomi Series

Play Episode Listen Later Mar 27, 2025 19:58


Managing anxiety requires that we distinguish between the words awe (יראה), fear (פחד) and worry (דאגה). Awe is a mitzva, fear is an instinct and worry is a choice.Source Sheet

Energy News Beat Podcast
Global Investment Growth

Energy News Beat Podcast

Play Episode Listen Later Mar 26, 2025 23:35


In this episode of Energy News Beat Podcast, Michael Tanner and Stuart Turley break down the latest in energy and finance. They discuss major foreign investments in the U.S. since Trump took office, the Biden EPA's overstated climate costs, Alaska's push for South Korean LNG investors, BP's mega deal in Iraq, and the impact of climate lawfare on federal energy policy. Plus, insights into oil markets, crude inventories, and geopolitical shifts in energy.Highlights of the Podcast00:00 - SoftBank's $100B investment & Nippon Steel's bid for U.S. Steel under FTC review02:20 - Foreign investments in the U.S.: UAE's $1.4T, Saudi Arabia's $600B, Japan's Nippon Steel deal05:39 - Biden EPA overstating climate costs & the hidden benefits of CO208:13 - Alaska's $44B LNG project seeking South Korean investors10:06 - BP's $25B Iraq oil deal: Is the West back in Iraq?12:14 - U.S. states using climate lawfare to undermine federal energy push14:02 - Market updates: S&P 500, Tesla's rebound, oil & gas price movements19:06 - Ukraine-Russia maritime energy truce & its market impact21:46 - API crude oil inventory draw & its effect on oil prices#OilMarkets #EnergyNews #LNG #Investing #CrudeOil #ClimatePolicy #NaturalGas #OPEC #StockMarket #GeopoliticsPlease see the links below or articles that we discuss in the podcast.Coal Coal BabyBritish Oil Sector Hinges on Shell's FutureHeathrow blackout after substation fire highlights infrastructure vulnerabilityCanada's looming decision: US' EPA Deregulatory Actions will force Canada's hand – be competitive or be left behindDAVID BLACKMON: Tesla Could Be On The Brink Of ‘Blackberry Moment'Follow Stuart On LinkedIn and TwitterFollow Michael On LinkedIn and TwitterENB Top NewsEnergy DashboardENB PodcastENB SubstackENB Trading DeskOil & Gas Investing– Get in Contact With The Show

The Rundown
StubHub Files for IPO, BYD Annual Sales Top $100B for First Time

The Rundown

Play Episode Listen Later Mar 24, 2025 8:59


Stock market update for March 24, 2025.

Cambrian Fintech with Rex Salisbury
The $100B Revolution: How LLMs will Change Accounting Forever

Cambrian Fintech with Rex Salisbury

Play Episode Listen Later Mar 23, 2025 30:32


In this episode, I sit down with Seema, a partner on the Andreessen Horowitz Fintech Team, to explore how AI is transforming accounting. We uncover why 75% of accountants may retire over the next decade and how AI could relieve shortages by streamlining data ingestion, research, reporting, and client advising. Seema also shares insights from her comprehensive market map on AI in accounting, along with strategies for founders looking to sell either directly to firms or through embedded solutions. Whether you're curious about the future of audit, tax, or month-end close, this conversation reveals how AI can reshape one of the largest professional fields.00:00:00 - Why Accounting Faces a Crisis00:02:06 - Seema's AI & Accounting Market Map00:04:23 - Four Big Jobs for AI in Firms00:06:57 - Data Ingestion & Month-End Close00:09:08 - Research & AI-Driven Judgments00:12:08 - Firms' Excitement, Key Obstacles00:15:08 - Challenges with Trust & Accuracy00:17:27 - Selling AI: Firms vs. Companies00:20:29 - Automation & Billable Hours Shift00:23:38 - Embedded Accounting & Verticalization00:26:52 - Niche Communities & Next Steps00:29:24 - Future Outlook & Conclusion

This Week in Pre-IPO Stocks
E191: Wiz acquired by Google for $32B in all-cash deal; CoreWeave IPO at $30B, down from $35B; X raises nearly $1B, back to Musk purchase price; Perplexity in talks to raise at $18B valuation; xAI joins $100B AI infrastructure partnership; Kraken acquires

This Week in Pre-IPO Stocks

Play Episode Listen Later Mar 21, 2025 9:12


Send us a textSubscribe to AG Dillon Pre-IPO Stock Research at agdillon.com/subscribe;- Wednesday = secondary market valuations, revenue multiples, performance, index fact sheets- Saturdays = pre-IPO news and insights, webinar replays00:00 - Intro00:08 - Wiz Acquired by Google for $32B in All-Cash Deal  01:17 - CoreWeave IPO at $30B, Down From $35B 02:53 - X Raises Nearly $1B, Back to Musk Purchase Price 03:53 - Perplexity in Talks to Raise at $18B Valuation  04:37 - xAI Joins $100B AI Infrastructure Partnership  05:30 - Kraken Acquires NinjaTrader for $1.5B  06:18 - Klarna Partners with DoorDash for BNPL in the US  07:20 - Ualá Closes Series E Round at $2.75B Valuation  08:13 - OpenAI to House 400K Nvidia Chips for Stargate Project  

Daf Yomi with Rav Yitzchak Etshalom
Sanhedrin #87 100b-101b

Daf Yomi with Rav Yitzchak Etshalom

Play Episode Listen Later Mar 20, 2025 19:52


Outline of the Sugya

Daf Yomi with Rav Yitzchak Etshalom
Sanhedrin #86 99b-100b

Daf Yomi with Rav Yitzchak Etshalom

Play Episode Listen Later Mar 19, 2025 14:59


Outline of the Sugya

Alt Goes Mainstream
Cerity Partners' Tom Cohn and Amita Schultes - combining an OCIO with a $100B wealth management practice

Alt Goes Mainstream

Play Episode Listen Later Mar 19, 2025 61:29


Welcome back to the Alt Goes Mainstream podcast.Today's episode dives into one of the most topical trends in the evolution of wealth management platforms and their adoption of private markets.We are joined by Tom Cohn and Amita Schultes of Cerity Partners, where they discuss the recent combination of their two respective businesses, Cerity Partners, the $100B+ national wealth management firm, and Agility, a leading OCIO business.Tom and Amita discuss their merger, why there was a need to create customization for wealth investors in private markets, and how bringing on a leading OCIO business takes Cerity Partners' capabilities to a new level as a solutions provider in private markets.Tom is the Chief Solutions Officer and a Partner in Cerity Partners' New York office. He's a member of the firm's Leadership Team. He has over ten years of experience in various investment management roles, previously serving as an Investment Analyst at Spero-Smith Investment Advisors, where he was responsible for due diligence and analysis of third-party managers and assisted in global market and asset allocation research.Amita is a Partner in Cerity Partners' New York office, managing Cerity Partners' OCIO client portfolios. She's a member of the OCIO Investment Committee. Amita brings over 20 years of experience as an investment consultant to bear to the firm. Before joining Cerity Partners, Amita was a Partner and Client Portfolio Manager at Agility, where she served as a voting member of Agility's Investment Committee. Prior to Agility, she was a Partner, Managing Director, and Senior Consultant at Colonial Consulting, serving as an investment consultant for endowments, foundations, and pension plans. She also served as a Senior Consultant at Ibbotson Associates.Tom, Amita, and I had a fascinating discussion. We covered:The why and the how behind Cerity Partners' merger with Agility.How wealth management platforms can balance customization and scalability.Why scale matters in wealth management.How alternative asset managers can differentiate when engaging with the wealth channel.Thanks Tom and Amita for coming on the show to share your views and wisdom on wealth management and private markets.A word from AGM podcast sponsor, Ultimus Fund SolutionsThis episode of Alt Goes Mainstream is brought to you by Ultimus Fund Solutions, a leading full-service fund administrator for asset managers in private and public markets. As private markets continue to move into the mainstream, the industry requires infrastructure solutions that help funds and investors keep pace. In an increasingly sophisticated financial marketplace, investment managers must navigate a growing array of challenges: elaborate fund structures, specialized strategies, evolving compliance requirements, a growing need for sophisticated reporting, and intensifying demands for transparency.To assist with these challenging opportunities, more and more fund sponsors and asset managers are turning to Ultimus, a leading service provider that blends high tech and high touch in unique and customized fund administration and middle office solutions for a diverse and growing universe of over 450 clients and 1,800 funds, representing $500 billion assets under administration, all handled by a team of over 1,000 professionals. Ultimus offers a wide range of capabilities across registered funds, private funds and public plans, as well as outsourced middle office services. Delivering operational excellence, Ultimus helps firms manage the ever-changing regulatory environment while meeting the needs of their institutional and retail investors. Ultimus provides comprehensive operational support and fund governance services to help managers successfully launch retail alternative products.Visit www.ultimusfundsolutions.com to learn more about Ultimus' technology enhanced services and solutions or contact Ultimus Executive Vice President of Business Development Gary Harris on email at gharris@ultimusfundsolutions.com.We thank Ultimus for their support of alts going mainstream.Show Notes00:00 Introduction to our Sponsor, Ultimus Fund Solutions02:05 Guest Introduction: Tom Cohn and Amita Schultes07:32 Merger Benefits and Synergies08:19 Client Services and Customization09:32 OCIO and Wealth Management Integration10:45 Why Partner Now?11:40 Cultural Alignment and Expertise12:38 Amita's Perspective on the Partnership13:16 Wealth Management as Institutional LPs14:23 Cerity Partners' Institutional Approach14:54 Private Markets Evolution16:25 Operational Excellence in Private Markets17:35 Research and Manager Selection20:56 Investment Objectives and Customization22:27 Institutional and Wealth Client Synergies28:16 Access and Long-term Relationships30:06 Customization and Scalability32:20 Educational Component in Client Investments32:36 Framework for Custom Portfolios33:10 Resource Allocation for Customization33:47 Importance of OCIO Business34:16 Next Innovation in Investment Solutions34:38 Turnkey Solutions for Operational Complexities35:39 Model Solutions and Manager Selection36:34 Combining OCIO and Wealth Management Practices37:32 Evolving Structures in Private Markets37:54 Workflows and Technology in Private Markets38:39 Client Experience and Operational Expertise39:37 Defining Private Markets41:13 Importance of Clear Definitions41:54 Role and Goals of Private Market Investments44:15 Partnerships and Mergers at Cerity Partners47:05 Evaluating Investment Managers49:06 Trust in General Partner Relationships51:16 Identifying Manager's Edge53:24 Training and Methodology in Manager Selection55:51 Challenges for Managers with Wealth Channel Capital56:47 Operational Challenges for Smaller Managers58:06 Future Trends in Alternative Investments01:01:00 Conclusion and Final Thoughts Editing and post-production work for this episode was provided by The Podcast Consultant.

Dirshu Mishnah Brurah Yomi
MB3 100b: Saving Someone from Forced Conversion on Shabbos (306:14); Proper Speech on Shabbos (307:1)

Dirshu Mishnah Brurah Yomi

Play Episode Listen Later Mar 16, 2025


Real Estate News: Real Estate Investing Podcast
TSMC's $100B U.S. Chip Investment: The AI Boom & Real Estate Impact

Real Estate News: Real Estate Investing Podcast

Play Episode Listen Later Mar 7, 2025 3:22


Taiwan Semiconductor Manufacturing Co. (TSMC) is investing another $100 billion in U.S. chip production, bringing its total commitment to $165 billion. This move strengthens the U.S. as a global AI leader and could reshape real estate markets in tech hubs like Phoenix and Sherman, TX. Kathy Fettke explores how this massive investment, along with President Trump's AI infrastructure deal with Oracle, OpenAI, and SoftBank, could drive property values, job growth, and demand for commercial space. Could this be the next big tech-driven real estate boom? Tune in to find out. 00:00 US Chip Production Investment 00:51 TSMC 01:13 President Trump's Announcement 01:45 AI and US Technology 02:04 Real Estate Impact  LINKS JOIN RealWealth® FOR FREE https://realty.realwealth.com/join-now/ SYNDICATIONS: Wild Pine San Antoniohttps://realwealth.com/wildpine FOLLOW OUR PODCASTS Real Wealth Show: Real Estate Investing Podcast https://link.chtbl.com/RWS Real Estate News: Real Estate Investing Podcast: https://link.chtbl.com/REN Sources: 1. https://www.connectcre.com/stories/breaking-news-tsmc-to-invest-100b-more-in-u-s-chip-manufacturing/ 2. https://www.cnbc.com/2025/01/21/trump-ai-openai-oracle-softbank.html 

PBD Podcast
Zelenskyy Oval Office Meeting, Trump Tariffs In Effect, Epstein Files Update | PBD Podcast | Ep. 556

PBD Podcast

Play Episode Listen Later Mar 4, 2025 137:57


Patrick Bet-David, Tom Ellsworth, Vincent Oshana, and Adam Sosnick are joined by Jillian Michaels as they cover the Trump tariffs on Mexico and Canada going into effect, TSMC's $100B investment in the United States, Tim Walz running for President in 2028, and the world's reaction to PBD's exclusive interview with Andrew Tate.------☘️ ST. PATRICK'S DAY COLLECTION: https://bit.ly/3EX16tt

The Investing Podcast
Taiwan Semiconductor to Invest $100b in US | March 4, 2025 – Morning Market Briefing

The Investing Podcast

Play Episode Listen Later Mar 4, 2025 22:43


Andrew, Ben, and Tom discuss Target earnings, Taiwan Semiconductor investing $100b in the US, and an update on tariffs. For information on how to join the Zoom calls live each morning at 8:30 EST, visit:https://www.narwhal.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhal.com/disclosure

Al Jazeera - Your World
Sudan sexual violence, Taiwanese chip giant announces $100B US investment

Al Jazeera - Your World

Play Episode Listen Later Mar 4, 2025 2:50


Your daily news in under three minutes. At Al Jazeera Podcasts, we want to hear from you, our listeners. So, please head to https://www.aljazeera.com/survey and tell us your thoughts about this show and other Al Jazeera podcasts. It only takes a few minutes! Connect with us: @AJEPodcasts on Twitter, Instagram, Facebook, Threads and YouTube

The Daily Detail
The Daily Detail for 3.4.25

The Daily Detail

Play Episode Listen Later Mar 4, 2025 12:16


AlabamaCongressman Aderholt offers bill to make English official language of USSen. Tuberville's bill to protect women's sports fails to move forward in senateTuberville also weighed in on recent exposure of NSA sex chat roomsRestructuring bill for VA not on schedule for today's legislative agendaRobert McCollum will be running for state auditor in 2026The ALGOP says a resolution is not dead but being revised re: tax cutsDOGE has cancelled 13 leases for government offices in state of AlabamaNationalTrump places hold on military aid being sent to UkraineTrump announces Taiwan semiconductor company investing $100B in USTrump says tariffs on Mexico and Canada to go into effect todayLinda McMahon is confirmed as next Secretary of EducationFBI field office director in SNY resigned as requested by Kash PatelDOJ arrests two men running largest illegal alien smuggling ring into USEPA secretary calling for investigation into agency's past reckless spendingFirst Lady Melania Trump adovcating for the "Take it Down" Act dealing with revenge porn and AI images

Tortoise QuickTake Podcasts
Surging Natural Gas Prices, AI's Power Play, and Evolving Tariffs

Tortoise QuickTake Podcasts

Play Episode Listen Later Mar 4, 2025 7:49


This month, Senior Portfolio Manager Rob Thummel breaks down the latest energy market shifts:Performance: Natural gas prices surged 30%, driving sector gains despite broader market declines.AI's Energy Impact: Big Tech's projected $300B in 2025 capex, with utilities forecasting long-term growth.Capex Trends: Big Oil majors plan over $100B in 2025 capital spending.LNG Boom: U.S. LNG exports expected to nearly double, securing America's dominance in global energy markets.Quick Hits: Energy Transfer's AI data center natural gas deal, Dominion Energy's 88% surge in contracted data center capacity, and small modular nuclear reactors traction.Download Transcript

Mornings on the Mall
Trump Announces Taiwan Chips Investment

Mornings on the Mall

Play Episode Listen Later Mar 3, 2025 34:20


3/3/25 Hour 1 President Trump announces that Taiwan Semiconductors, the biggest chip manufacturer in the world, will be investing $100B in the United States, building new factories in Arizona, and creating 20,000+ new jobs. Donald Trump addresses the media about the US’s relationship with Ukraine. Vince speaks with Mary Katherine Hamm, Host of the “Getting Hammered” podcast and Fox News contributor who reacts to the Democrats new “strategy” moving forward according to politico playbook. For more coverage on the issues that matter to you visit www.WMAL.com, download the WMAL app or tune in live on WMAL-FM 105.9 from 3-6pm. To join the conversation, check us out on social media: @WMAL @VinceCoglianese. Executive Producer: Corey Inganamort @TheBirdWords See omnystudio.com/listener for privacy information.

MRKT Matrix
Markets Tumble As Trump Confirms Canada & Mexico Tariffs

MRKT Matrix

Play Episode Listen Later Mar 3, 2025 12:24


MRKT Matrix - Monday, March 3rd Dow tumbles 650 points as sell-off intensifies following Trump's confirmation of tariffs on Mexico and Canada (CNBC) Dalio Warns of US Debt Crisis ‘Heart Attack' Within Three Years (Bloomberg) The economy's at risk of plunging into an air pocket, says JPMorgan. What that would mean for stocks now and in the future. (MarketWatch) Car Prices Are Poised for $12,000 Surge on Trump's New Tariffs (Bloomberg) TSMC to invest additional $100B in U.S. chips manufacturing (Axios) Chinese Buyers Are Ordering Nvidia's Newest AI Chips, Defying U.S. Curbs (WSJ) The Countries Driving America's $1.2 Trillion Trade Deficit in Goods (WSJ) Trump Crypto Rally Proves Fleeting as Reserves Plan Questioned (Bloomberg) Morgan Stanley's Jonas names struggling Tesla a top pick, sees nearly 50% comeback (CNBC) Apple's Artificial Intelligence Efforts Reach a Make-or-Break Point (Bloomberg) MLB Plots a New TV Model After Striking Out With ESPN (WSJ) --- Subscribe to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe MRKT Matrix by RiskReversal Media is a daily AI powered podcast bringing you the top stories moving financial markets Story curation by RiskReversal, scripts by Perplexity Pro, voice by ElevenLabs

Bloomberg News Now
TSMC $100B in US Chip Plants, Trump Tariff Blitz Expected, More

Bloomberg News Now

Play Episode Listen Later Mar 3, 2025 4:46 Transcription Available


Listen for the latest from Bloomberg newsSee omnystudio.com/listener for privacy information.

Bloomberg News Now
TSMC to Invest $100B in US, Trump: Agriculture Tariff Next, More

Bloomberg News Now

Play Episode Listen Later Mar 3, 2025 4:57 Transcription Available


Listen for the latest from Bloomberg newsSee omnystudio.com/listener for privacy information.

The Mind Killer
129 - You're Fired!

The Mind Killer

Play Episode Listen Later Feb 26, 2025 73:12


Wes, Eneasz, and David keep the rationalist community informed about what's going on outside of the rationalist communitySupport us on Substack!News discussed:Ziz arrested with accomplices (WSJ here)Big EO on shrinking federal workforceBird flu researchersNuclear weapon safety peopleFAA “probationary” technicians and engineersMost “probationary” positions across all the govtThey are barely saving anything and making up numbersElon on Saturday: what would you say you do here?Big EO on cutting regulationsHegseth is trying to cut 8% of military budget each year for next five yearsTrump fired the Chairman of the Joint Chiefs, + chief naval officer and vice chief of staff of air force.Trump justice department dismissed Eric Adams indictmentHagan Scotten, got two Bronze stars in Iraq - “I expect you will eventually find someone who is enough of a fool, or enough of a coward, to file your motion. But it was never going to be me.”Judge canceled April trial but left charges intactMitch McConnell was the only vote against RFK and GabbardKash Patel confirmed as FBI directorTrump defunded Consumer Financial Protection BureauNIH caps “indirect costs” at 15%Trump is trying to kill NYC congestion pricingAlso posted thisUtah banned public sector unions from collectively bargainingHanania: “Conspiracies against the taxpayer no longer allowed in Utah”Largest measles outbreak in 30 years in TexasGerman snap elections big win for center-rightMicrosoft's Majorana 1 chip includes eight quantum bitsSam Altman gearing up for biggest theft in historyMusk offers nearly $100B for OpenAI, rejectedVance speaks at AI Summit - full speed ahead and F safetyTrump Attacked Zelesky and blamed him for starting the warDemanding 50% of Ukraine's mineral depositsWants Russia back in the G7Happy News!Bay Area startup working on gene-edited super babies! (also interview with lead at TBC)Michael Jordan Opens 4th Health Clinic in Home State of North Carolina.Baby humpback whale gets stranded on a beach, pushed back out by everyone around.Woman in flipped, burning truck rescued by those nearby.Brickworkers teach their friend how to read every day during their lunch breakTroop DeploymentEneasz - Want to run an HPMOR Anniversary Party, or get notified if one's happening near you? Fill this out!Got something to say? Come chat with us on the Bayesian Conspiracy Discord or email us at themindkillerpodcast@gmail.com. Say something smart and we'll mention you on the next show!Follow us!RSS: http://feeds.feedburner.com/themindkillerGoogle: https://play.google.com/music/listen#/ps/Iqs7r7t6cdxw465zdulvwikhekmPocket Casts: https://pca.st/vvcmifu6Stitcher: https://www.stitcher.com/podcast/the-mind-killerApple: Intro/outro music: On Sale by Golden Duck Orchestra This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit mindkiller.substack.com/subscribe

Wendy Bell Radio Podcast
Hour 1: Check Mate

Wendy Bell Radio Podcast

Play Episode Listen Later Feb 18, 2025 38:56


As the ineffective, bloated bureaucrats take out their checkers, President Trump and DOGE are playing 9-dimensional chess, scoring checkmates and landing blows to the establishment. CNN tries to sound the alarm but gets blistered by Mr. Wonderful. DOGE announces it's already cut $100B from the ridiculous federal budget as more Americans begin to see politicians howling about fraud being exposed as GUILTY and COMPLICIT. Trump's deputy chief of staff Stephen Miller drops a 100% guarantee that DOGE is protecting Americans' information, not stealing it.

The Marketing Architects
Why Digital Advertising Is Failing Marketers with Bob Hoffman

The Marketing Architects

Play Episode Listen Later Feb 18, 2025 36:49


According to the World Federation of Advertisers, digital ad fraud may become the second largest source of criminal income in the world after drug trafficking. For marketers spending billions on digital ads, this isn't just concerning—it's a crisis.This week, Elena and Rob are joined by "The Ad Contrarian" Bob Hoffman. As a former agency CEO turned industry critic, Bob shares his unfiltered perspective on digital advertising's dangers, from invasive tracking to rampant fraud. Plus, hear his thoughts on why marketers keep falling for fraudulent metrics, how advertising can thrive without surveillance, and why young marketers need to question industry "truisms" more often.Topics covered: [02:00] The moment Bob became an industry critic[11:00] Why tracking makes digital advertising dangerous[19:00] How ad fraud became a $100B+ problem[24:00] Why brand purpose marketing often fails[29:00] The three fundamentals of effective marketing[34:00] Why marketers need more original thinking  To learn more, visit marketingarchitects.com/podcast or subscribe to our newsletter at marketingarchitects.com/newsletter.  Resources: Bob Hoffman: My Talk at the European Parliament: https://typeagroup.createsend.com/campaigns/reports/viewCampaign.aspx?d=d&c=FC142680CDB9311A&ID=386E63F648DA11042540EF23F30FEDED&temp=False&tx=0&source=ReportThe Three Word Brief: Simple Advice for People Who Advertise: https://www.amazon.com/Three-Word-Brief-Simple-Advertise/dp/B0DN19JTCFBob Hoffman's Newsletter: https://www.bobhoffmanswebsite.com/ Get more research-backed marketing strategies by subscribing to The Marketing Architects on Apple Podcasts, Spotify, or wherever you listen to podcasts. 

Grumpy Old Geeks
683: There IS a Spoon!

Grumpy Old Geeks

Play Episode Listen Later Feb 8, 2025 80:38


This week, Jason and Brian dive into the chaos surrounding Elon Musk's growing influence in government tech, with young engineers playing key roles in his takeover. DOGE employees are being ordered off Slack, USAID is crumbling, and Musk's war with U.S. officials rages on. Meanwhile, AI takes center stage with the EU banning high-risk systems, DeepSeek's security concerns, and Amazon throwing down $100 billion on AI advancements. Big Tech moves are equally absurd—Google is now open to AI-powered weapons, Meta might scrap risky AI models, and Tesla is struggling in Europe thanks to Elon's latest blunders. Meanwhile, states are rushing to pour taxpayer money into so-called “strategic cryptocurrency reserves.”In entertainment, The Devil May Cry anime's ridiculous theme song is a standout, Mythic Quest returns, and Beast Games looks promising. AI controversially helped The Beatles score a Grammy, and Denis Villeneuve is making Dune 3 because, well, fans demanded it. Over in reboot land, Sarah Michelle Gellar may return for a Buffy revival on Hulu with Chloé Zhao at the helm, while Neil Gaiman finds himself in serious legal trouble. Gadget fans get a look at the Anker Zolo charger, a Google search trick to dodge AI summaries, and Apple's latest social feature. Also, say goodbye to Apple's AR glasses before they even had a chance to shine.Dave Bittner joins The Dark Side segment with updates on cybersecurity, including a wave of ransomware payment refusals and the Andersons' infamous eviction from Disneyland's most exclusive club. Pirates in China, Disney park music, and tracking yourself via in-app ads round out the discussion. Closing out the show, a shout-out to Snap's CEO for supporting LA wildfire recovery and a nod to SoberOutfitters for keeping things clean. Buckle up—it's another wild ride with the Grumpy Old Geeks!Sponsors:DeleteMe - Head over to JoinDeleteMe.com/GOG and use the code "GOG" for 20% off.Private Internet Access - Go to GOG.Show/vpn and sign up today. For a limited time only, you can get OUR favorite VPN for as little as $2.03 a month.SetApp - With a single monthly subscription you get 240+ apps for your Mac. Go to SetApp and get started today!!!1Password - Get a great deal on the only password manager recommended by Grumpy Old Geeks! gog.show/1passwordShow notes at https://gog.show/683IN THE NEWSThe Young, Inexperienced Engineers Aiding Elon Musk's Government TakeoverMusk, Trump Prosecutor Targeting People Who Divulge Identities of DOGE StaffOne of Elon Musk's DOGE Kids Just Had an Explosive Screaming TantrumDOGE Engineer Resigns After Being Linked to Extremely Racist TweetsGovernment Tech Workers Forced to Defend Projects to Random Elon Musk BrosU.S. government officials privately warn Musk's blitz appears illegalDOGE Employees Ordered to Stop Using Slack While Agency Transitions to Records System That Is Not Subject to FOIAElon Musk's Enemy, USAID, Was Investigating Starlink's Contracts in UkraineUSAID Workforce Slashed From 10,000 to Under 300 as Elon Musk's DOGE Decimates AgencyGovernment agency removes spoon emoji from work platform amid protestsDeadline for Trump's federal worker buyout proposal temporarily blocked by judgeUS judge blocks Trump buyout program as 60,000 sign up to quitStates Are Racing to Throw Taxpayers' Money Into "Strategic Cryptocurrency Reserves"Police Use of Facial Recognition Backfires Spectacularly When It Renders Them Unable to Convict Alleged MurdererAI systems with 'unacceptable risk' are now banned in the EUDeepSeek iOS app sends data unencrypted to ByteDance-controlled serversOmniHuman-1Researchers created an open rival to OpenAI's o1 ‘reasoning' model for under $50Amazon doubles down on AI with a massive $100B spending plan for 2025Workday lays off 1,750 employees, citing demand for AILyft uses Anthropic's Claude chatbot to handle user complaintsTesla Sales in Europe Plummet Amidst Elon's Stupid MeddlingTesla sees German car sales plunge in JanuaryVolkswagen is unveiling a $21,000 entry-level EV in MarchVolkswagon - The 2025 ID. Buzz electric busOne of Big Tech's Angriest Critics Explains the ProblemGoogle Lifts Self-Imposed Ban on Using AI for Weapons and SurveillanceMeta says it may stop development of AI systems it deems too riskySonos lays off 200 ahead of rumored set-top box releaseAndreessen Horowitz Defends Hiring Subway Vigilante Who Became Right-Wing HeroMEDIA CANDYThe Devil May Cry Show's Intro Song Is So Stupidly GloriousMythic QuestBeast GamesAI won The Beatles a Grammy 55 years after they broke upDenis Villeneuve Is Making Dune 3 Next Because You Want It‘Buffy The Vampire Slayer' Reboot Starring Sarah Michelle Gellar Nears Hulu Pilot Order With Chloé Zhao DirectingNeil Gaiman Hit With Rape & Human Trafficking Suits After Months Of Allegations; Estranged Spouse Amanda Palmer Also Named In Multi-State FilingsAPPS & DOODADSAnker Zolo Portable Charger, 10,000mAh 30W Power Bank with Built-in Lanyard USB-C Cable for Travel, Fast Charging Battery Pack for iPhone 16/15 Series, MacBook, Galaxy, iPad, and MoreAdd F*cking to Your Google Searches to Neutralize AI SummariesApple reportedly gives up on its AR video glasses projectApple Invites Is a New Way to Remind Friends to Celebrate You750 WordsTHE DARK SIDE WITH DAVEDave BittnerThe CyberWireHacking HumansCaveatControl LoopOnly Malware in the Building50 Mission CrushA Lot of People Just Refused to Make Ransomware Payments in 2024: ReportThe Andersons were kicked out of Disneyland's most exclusive club. They would not go willingly.Pirates in ChinaDisney Plus: Behind the AttractionDIsneyland: Music Around the ParksDisneyland MusicDIsneyland Park MusicI Don't Have SpotifyEveryone knows your location: tracking myself down through in-app adsCLOSING SHOUT-OUTSSnap CEO helps launch LA wildfire recovery programSoberOutfittersSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The Tai Lopez Show
#680 - From $600M To $100B Michael Saylor's Big Bitcoin Bet

The Tai Lopez Show

Play Episode Listen Later Jan 17, 2025 59:09


Is your money melting away like an ice cube while Bitcoin rockets toward a 30% annual growth over the next two decades? In this eye-opening conversation, Tai Lopez sits down with Michael Saylor—often called the “King of Bitcoin”—to discuss how he turned a $600M business into a $100B powerhouse by going all-in on BTC. Discover why Saylor says Bitcoin is the “Manhattan real estate” of our digital future, how volatility can be your secret weapon to get in the game, and three practical ways anyone can start owning Bitcoin today. From big-picture forecasts to step-by-step tactics, learn why Saylor believes this is still just the beginning of Bitcoin’s global rise. If you’ve been on the fence about entering the world of digital currency, this interview might just change your mind. Buckle up for a mix of financial wisdom, speculative strategies, and forward-thinking insights—because the next 21 years could redefine wealth as we know it. 0:00 Introduction – Michael Saylor’s $600M to $100B Story by going all in on BTC. 2:10 COVID Lessons: Trading Paper Dollars for Bitcoin Before It Was Too Late 6:25 Is It Too Late to Buy BTC? 13:20 3 Ways You Can Start Owning Bitcoin Today18:30 Why Bitcoin Volatility Is a Gift To You 22:55 Michael Saylor’s Daily Routine for Accumulating Wealth 30:15 How BTC Could Foster Global Peace & Stability 47:45 Saylor Predicts: Why Bitcoin Will Grow 30% Annually For The Next 21 Years 49:00 Bitcoin Will Hit $13 Million By 2045? 49:55: Why Bitcoin Volatility Is a Gift To Everyday Americans To Start Owning It 53:17: The Secret to 10X or even 100Xing your money.See omnystudio.com/listener for privacy information.