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Latest podcast episodes about 1T

Dirt Tracks & Rib Racks
Episode 209 - Tyler Shoemaker - Part 3

Dirt Tracks & Rib Racks

Play Episode Listen Later Dec 30, 2025 116:53


Wrapping up 2025 with our final episode of the year! Tyler Shoemaker joins us for round 3. We haven't had him on since November of 2022 so there is some catching up to do. He is the driver of the #1T 305 winged sprint car out of Clinton, Illinois.A podcast venture of his own...Chili Bowl Nationals 2023 O main champion. The shit show that continued after. A nap, ice storm, and more! His 2025 sprint car season recap. Junking a car at Jacksonville, and the icing on the cake for the year. "Help me" on the way home from FloridaHootersBlackened fish His CFP picks(Ends around 1:25:00 minute mark)The SmokeSprint cars for breakfastThe 41st Annual Tulsa Shootout shatters the entry list record. Gauge Garcia secures a full time sprint car ride in OhioOn deck for the week: Tulsa Shootout, High Limit International round 3The Draft(Ends around 1:34:00 minute mark)Feature FinishHigh Limit International at Perth Motorplex in Western Australia (Ends around 1:36:00 minute mark)The SmokeMr. Gatti'sStrawberry cereal nostalgia CulversPrime Rib cookStockwell InnChristmas mealsKorner Inn customer appreciation BBQ Homemade cinnamon rolls Soup smorgasbord Personal pizzas

X22 Report
[DS] Panic, We Are In The Exposure/Investigative Phase, Good Things Sometimes Take Time – Ep. 3806

X22 Report

Play Episode Listen Later Dec 29, 2025 90:16


Watch The X22 Report On Video No videos found (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:17532056201798502,size:[0, 0],id:"ld-9437-3289"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="https://cdn2.decide.dev/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs");pt> Click On Picture To See Larger PictureGermany has followed the [CB]/[WEF] green new scam and now the manufacturing jobs imploding. Germany will struggle in 2026. The debt in the US is made up of fraud, its most likely in the trillions. There a silver storm approaching and the gap between gold and silver will close as the [CB] loses control. Sound money is the only way. The [DS] is now panicking, their money laundering scheme is being exposed, the people now know that they funnel money via NGO’s and shell companies. This is bigger than anyone could ever imagine. We are in the exposure and investigative phase, Next is the cleanup, then justice. To bring down the entire corrupt system, it must be done right, it must carry weight, we must follow the rule of law, good thinks sometimes take time. Economy (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:18510697282300316,size:[0, 0],id:"ld-8599-9832"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="https://cdn2.decide.dev/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs"); Half of Germany's Manufacturing Sectors Anticipate Significant Layoffs and Job Losses in 2026   Germany is the epicenter of the European Union's overall goal to chase the green energy agenda. For the past several years Germany has been deconstructing their fossil fuel energy production and replacing it with far more expensive alternatives.  This has led to large increases in overall energy prices, and downstream increases in manufacturing costs. The consequences have been snowballing throughout 2025, while cheap competitive alternatives coming into the EU from China have compounded their problem.  Recently a survey of major industries was conducted in Germany to determine the forecast for 2026, the results are not good. Approximately half of the industrial sectors in Germany are anticipating job losses, cuts or layoffs this year. 22 out of 46 business associations are preparing to downsize their labor force.  Only 9 of the 46 are expected to increase hiring.   Job losses are expected in auto manufacturing, the textile sector, wood and paper fabrication.  Job gains are expected in aerospace, shipbuilding and defense production – i.e. the war machinery. When the largest and most developed industrial economy in Europe is pinning its economic survival on war machinery, a particular momentum is created.  It is never a good outcome for Europe when Germany becomes reliant on war to maintain employment. Source: theconservativetreehouse.com https://twitter.com/stats_feed/status/2005654716462538992?s=20 2009 – $12T 2010 – $13.6T 2011 – $14.8T 2012 – $16.1T 2013 – $16.7T 2014 – $17.8T 2015 – $18.2T 2016 – $19.6T 2017 – $20.2T 2018 – $21.5T 2019 – $22.7T 2020 – $27T 2021 – $28.4T 2022 – $30.9T 2023 – $33.2T 2024 – $35.3T 2025 – $38.5T https://twitter.com/StephenM/status/2005494075793735925?s=20  self-loathing, self-denigration and the redistribution of our national resources to the states and peoples of the undeveloped world. https://twitter.com/profstonge/status/2005633652852437451?s=20 Political/Rights Trump-Kennedy Center Hits Jazz Star with $1M Lawsuit For Backing Out Of Christmas Eve Show Redd, a drummer and vibraphone player who has performed with legends including Dizzy Gillespie and Ray Brown, had hosted the Christmas Eve Jazz Jam at the Kennedy Center since 2006. He took over the tradition from bassist William “Keter” Betts and maintained it for nearly two decades. This year marked an abrupt departure from that longstanding commitment. “When I saw the name change on the Kennedy Center website and then hours later on the building, I chose to cancel our concert,” Redd told The Associated Press. The Trump-Kennedy Center is pursuing a $1 million lawsuit against jazz musician Chuck Redd after he withdrew from his annual Christmas Eve concert at the last minute, citing the recent addition of President Trump’s name to the venue.  Source: zerohedge.com https://twitter.com/libsoftiktok/status/2005398115030024201?s=20 DOGE Geopolitical Trump Administration Slashes UN “Humanitarian” Funding Pledge  The United States announced a $2 billion pledge for United Nations humanitarian aid programs on Monday, marking a sharp reduction from previous years as the Trump administration pushes for major reforms in global aid spending. This pledge represents a fraction of historical U.S. contributions, which have reached up to $17 billion in recent years, with voluntary funding often in the $8-10 billion range. Administration officials describe the amount as sufficient to keep America as the world's top humanitarian donor while demanding greater efficiency from UN agencies. The funding will flow through an umbrella mechanism controlled by the UN's Office for the Coordination of Humanitarian Affairs (OCHA), allowing targeted distribution to specific crises and countries. Initial priorities include 17 nations such as Bangladesh, Congo, Haiti, Syria, and Ukraine. Notably absent from the list are Afghanistan and the Palestinian territories, with officials stating Gaza aid will tie into ongoing peace efforts. Source: discernreport.com  War/Peace Did US Land Strikes On Venezuela Begin Last Week & No One Knew It? President Trump on Friday in a radio interview disclosed something which missed the attention of the US and global media. He let slip that a large land site had been knocked out by a strike from US forces in the Caribbean – however without specifying which country was hit (whether Venezuela or perhaps Colombia). o  According to the full remarks in context, the president said: “But every time I knock out a boat, we save 25,000 American lives. It’s very simple. And what’s happening is they’re having a hard time employment-wise, they can’t get anybody. And we just talked out, I don’t know if you read or you saw, they [Venezuela] have a big plant or a big facility where the ships come from. Two nights ago, we knocked that out. So we hit them very hard. But drugs are down over 97 percent. Can you believe it?” Some unnamed American officials suggested to the New York Times that the Commander-in-Chief was referring to a drug facility in Venezuela: Trump did not name the location of the facility, though American officials told the New York Times that the president was referring to a drug facility in Venezuela that was eliminated. The president's comment is the only report of such an attack. No other Latin American government, including Venezuela, has disclosed a strike of this sort. : Source: zerohedge.com  Zelensky Wants 50-Year(!) Security Guarantee From Trump A major point of disagreement remains security guarantees. Ukraine has been pushing maximalist demands for something akin to NATO Article 5 protections. It would be like getting all the benefits of being in NATO but without being a formal member of the Western military alliance. The Ukrainian side has revealed that President Trump had offered security guarantees for 15 years following a peaceful settlement, but Zelensky considered this much too short to protect from future potential Russian aggression. But in classic Zelensky fashion, he wants way more than this. Also, maximalist demands are something that European leaders have backed him on all along – and they may have even put him up to. According to The Wall Street Journal: Kyiv had asked for security guarantees to last up to 50 years after the end of the conflict during weekend discussions. In the documents currently being discussed, the U.S. offered a 15-year guarantee with the possibility of extension, Zelensky said in audio messages to journalists on Monday.   Source: zerohedge.com  Russia accuses Ukraine of military attack on Putin’s residence: ‘state terrorism’   Russia is promising retaliation against Ukraine for an alleged military attack on President Vladimir Putin’s residence in the northern Russia area of Novgorod, which Ukrainian President Volodymyr Zelensky deemed a lie intended to undermine peace talks, Reuters reports. . Russian Foreign Minister Sergei Lavrov said Monday that Russian air defenses destroyed all 91 long-range drones targeting Putin’s residence and that no one was injured and no damage reported. “Such reckless actions,” which Lavrov deemed “state terrorism,” will be answered with retaliatory strikes on targets in Ukraine, he said. Ukrainian President Zelensky says it’s a false claim intended to undermine peace talks  . Source: justthenews.com https://twitter.com/AutistDivision/status/2005463473006801341?s=20  geo-political territories forever. And lets be honest, they couldn’t get them back under any circumstances again. Medical/False Flags [DS] Agenda https://twitter.com/amuse/status/2005334470799565113?s=20   LAFD Battalion Chief Kenneth Cook rejected the final Palisades fire report after LAFD leadership removed critical findings tied to preparation failures before Jan. 7. Drafts obtained through public records show staffing violations, delayed assignments & ignored wind warnings were scrubbed from the final version. The report meant to save lives became a political shield. As a side note, New York City is setting themselves up for the same problem... https://twitter.com/amuse/status/2005608785990262859?s=20 https://twitter.com/EricLDaugh/status/2005622039999062219?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E2005622039999062219%7Ctwgr%5E11dcdb289244b9644ea68d25359a18f753233f5d%7Ctwcon%5Es1_c10&ref_url=https%3A%2F%2Fwww.thegatewaypundit.com%2F2025%2F12%2Fsomali-fraud-scandal-expands-as-lawyer-exposes-damning%2F   pushing for that in every single state!” “The state will, as long as the doctor has approved it, continue to pay you. It could be for 10 hours, 12 hours, up to 24 when it’s critical care.” “So you could sit at home without caring for an elderly parent who really doesn’t need it, make about $75,000 to $90,000 a year. Now you add two parents, that’s $180,000. Now you add your in-laws $250,000.” “You continue to add this and you wonder what are the services being provided? So a lot of providers came and said fraud is occurring because we said we weren’t going to rubber stamp this paperwork.” “So they went to other providers, their home health care networks saying we’ll make it worth your while. Well, sounds like a kickback to me.” “So we really need to investigate the Medicaid system and how much it’s increased since the Somalian population came and who really needs critical care because that’s meant for our disabled, our elderly and people who really need it, not to just live off our system.” “And that’s what’s happening in Ohio. I think it’s ridiculous. I think it’s despicable, but authorities are now looking at it from the Attorney General’s office to the U.S. Attorney’s office.” “I flagged them all because this is Ohio tax dollars and we have to take it seriously. I’m tired of people telling me, well, this is the way it’s always been. It’s subjective and we can’t really check. No, you can.” https://twitter.com/ArthurMacwaters/status/2005324862756127166?s=20   this not instant jail?! Like this is electoral fraud on top of Medicare fraud How is this not front page of every newspaper?! https://twitter.com/elonmusk/status/2005535693918138533?s=20 https://twitter.com/amuse/status/2005657030111932568?s=20   was unanimously convicted by a jury only to have Judge Sarah West vacate the verdict. In two separate cases to other judges dismissed the cases against his wife and his brother. $7.2 million is gone and no one is being held accountable. This story is being repeated across Minnesota to the tune of more than $8 billion so far. Somali criminals in Minnesota have stolen more than Somalia’s GDP from American taxpayers. Why won’t Democrat judges hold them accountable? https://twitter.com/elonmusk/status/2005496793279439182?s=20 https://twitter.com/JoeLang51440671/status/2005476678261461399?s=20   broke to being worth up to $30 million in just a year — as a massive, up to $9 billion fraud scheme involving the Somali community in her district unfolded right under her nose in Minnesota.” $9 billion in fraud happened in her district? Can I ask the question? How many Somali daycares did Ilhan Omar own? “Close to 90 people have been charged so far, including at least three with direct ties to the lefty Squad member, though she has not been charged.” https://nypost.com/2025/12/27/us-news/ilhan-omars-hubbys-30m-firm-quietly-scrubs-names-from-website-as-squad-member-faces-mounting-questions-on-sudden-wealth-amid-minnesota-welfare-fraud/ That's going to change. Have we looked into the wealth of the brother she married? I wonder if he owns some Somali daycares in Minnesota? Tick Tock!! https://twitter.com/libsoftiktok/status/2005657804301013272?s=20  , the Google business listing for this center showed the phone number 651-201-3400, which is the official public contact line for the Office of Governor Tim Walz and Lt. Governor Peggy Flanagan    https://twitter.com/JoeLang51440671/status/2005329284785647715?s=20   significant investments in pre-K for four-year-olds as well as other early learning programs serving children and families birth-to-school entry. This year he focused on the country's youngest children and their families' need for high-quality child care.” The Obama administration was a gigantic money laundering operation. “The President explained the need in last Tuesday's address stating, “In today's economy, when having both parents in the workforce is an economic necessity for many families, we need affordable, high quality childcare more than ever.” “But the child care tax credit isn't all the President proposed.” “He would also significantly expand the Child Care and Development Fund(CCDF), a child care subsidy for low- and moderate-income families authorized under the Child Care Block Development Grant (CCDBG) Act. (CCDBG was reauthorized last year after 18 years.) By 2025, the proposed expansion would increase the reach of CCDF to an additional one million children, under four-years-old.” Taxpayers subsidies and grants for “childcare.” “The last part of the President's proposal, in typical Obama Administration-style, is a competitive grant that would promote innovation in the child care system. The proposed grants– totaling $100 million– would allow states to create pilot programs to determine the best ways to provide child care to vulnerable populations, including children with disabilities, parents who work non-traditional hours, and families who have difficulty finding high-quality child care.” https://newamerica.org/education-policy/edcentral/presidents-child-care-plan/ Taxpayers “grants” totaling $100 million (for starters) to be given to “vulnerable populations.” Can you say “Somali?” Taxpayers funding of “childcare,” was a “necessity” for the funding of the democrat party. The Somali community was always a hub of this “childcare” theft of taxpayers money. It was set up this way on purpose. A Somali community, governed by Somali's and protected by the democrat party. The Somali's were being brought into this country starting with the George W. Bush's presidency. But Obama began accelerating the number of refugees from Somalia along with other Muslim countries. Here's just the last year under Obama. “A total of 38,901 Muslim refugees entered the U.S. in fiscal year 2016, making up almost half (46%) of the nearly 85,000 refugees who entered the country in that period, according to a Pew Research Center analysis of data from the State Department's Refugee Processing Center. That means the U.S. has admitted the highest number of Muslim refugees of any year since data on self-reported religious affiliations first became publicly available in 2002.” “Just two countries – Syria (12,486) and Somalia (9,012) – were the source of more than half of fiscal 2016's Muslim refugees. The rest are from Iraq (7,853), Burma (Myanmar) (3,145), Afghanistan (2,664) and other countries (3,741).” https://pewresearch.org/short-reads/2016/10/05/u-s-admits-record-number-of-muslim-refugees-in-2016/ Obama was an installed puppet of Prince Alwaleed and was doing his bidding. Obama filled his administration with people tied to the Muslim Brotherhood, who were implementing their “civilization jihad.” These communities began electing corrupt representatives like Ilhan Omar. Infiltration not invasion. Taxpayers money was funneled into these communities through “childcare grants” and other “welfare programs,” in order to fund the democrat party. Minnesota is just the “doorway” into a much larger nationwide fraud scheme to fund the democrat party. A magnifying glass is about to be put on ALL state welfare programs that are receiving “federal funding.” These grants and benefits handed out to these crooks, are now the doorway to expose and bring them all to an end. BOOMERANG! https://twitter.com/everytime_11/status/2004718928686350461?s=20 https://twitter.com/EndWokeness/status/2005651406985036272?s=20 Tim Walz's Office Responds with an Outrageous Falsehood After Journalist Nick Shirley Exposes Fraud of the Century in Minnesota “The governor has worked for years to crack down on fraud and ask the state legislature for more authority to take aggressive action,” a spokesperson for Walz told Fox News. “He has strengthened oversight – including launching investigations into these specific facilities, one of which was already closed,” the spokesperson added. “(He) hired an outside firm to audit payments to high-risk programs, shut down the Housing Stabilization Services program entirely, announced a new statewide program integrity director, and supported criminal prosecutions.” Walz previously called Shirley and others who have questioned his handling of the scandal “white supremacists.” Walz's team wants the public to believe that not only does the governor have no involvement in the scandal, but he has also been a leading advocate against this corruption. They must think that every day Americans have the same >IQ as Somali citizens.   Source: thegatewaypundit.com https://twitter.com/ElectionWiz/status/2005427571861909629?s=20 https://twitter.com/KevinKileyCA/status/2005329670083145745?s=20 Back on June 24, 2025. about 31% of applications to California’s 116 community colleges were deemed likely fraudulent by the chancellor’s office—equating to over 1.2 million fake applications. These were mostly detected and blocked before enrollment or aid disbursement, but some fraud succeeded, costing millions in stolen financial aid (around $11 million total in 2024, a small fraction of the billions distributed overall).The piece discusses ongoing efforts to combat the issue, like improved detection tools, identity verification, and a proposed $10 application fee to deter bots and scammers targeting the free-application, open-access system.  https://twitter.com/CynicalPublius/status/2005388876807057913?s=20 President Trump's Plan https://twitter.com/stats_feed/status/2005654716462538992?s=20 2009 – $12T 2010 – $13.6T 2011 – $14.8T 2012 – $16.1T 2013 – $16.7T 2014 – $17.8T 2015 – $18.2T 2016 – $19.6T 2017 – $20.2T 2018 – $21.5T 2019 – $22.7T 2020 – $27T 2021 – $28.4T 2022 – $30.9T 2023 – $33.2T 2024 – $35.3T 2025 – $38.5T https://twitter.com/4nt1p4tt3rn/status/2005345471674388575?s=20  deniability to the federal and state governments, and allow them to funnel money into the NGOs to do what the governments either don’t want to (due to optics) or can’t (due to legal constraints) do. They are quite literally dismantling the United States of America, and they’re doing it with YOUR money. Quite literally money taken out of your pockets. Food taken out of your children’s mouths. They’re directly or indirectly responsible for: * the massive invasion of this country by illegals * the high cost of healthcare * the shortage and high price of homes * the shortage and high price of unimproved land * the high cost of food and other goods * the high taxes you’re forced to pay * the skyrocketing national debt * the skyrocketing federal deficit * DEI and the elimination of qualified American workers from jobs * deaths of Americans on our roadways * the broken “justice” system In other words, literally everything everyone’s complaining about. https://twitter.com/911NewsBreaks/status/2005660846848958944?s=20   planning to livestream a racially motivated extremist attack with pipe b-mbs and g-ns. https://twitter.com/HarmeetKDhillon/status/2005444604624028029?s=20   year later as special counsel in November … statute runs on his obvious shenanigans late 2027 * Democrats in Congress and those in the states colluding with Biden WH hide their behavior, some of which STILLL HASN'T come to light! Statute runs on this five years after their concealed behavior is known to the government. This means the statute could run in the next administration. STOP POSTING CLICKBAIT BS!!! You are being used! https://twitter.com/HarmeetKDhillon/status/2005446072634872033?s=20 https://twitter.com/grok/status/2005427970681217334?s=20   to Jan. 6, 2021/2026. Specific cases vary by act. ‘Ten-year stain:' Bondi asks prosecutors to probe Obama-Biden lawfare as criminal conspiracy FBI Director Kash Patel penned a memo predicating an investigation looking at the weaponization of intelligence and law-enforcement powers dating to the Russia collusion case as an ongoing conspiracy. Attorney General Pam Bondi   asked the prosecutors to investigate the Obama-Biden era of lawfare as an ongoing election-meddling conspiracy that protected Democrats from criminal investigation and infringed the civil rights of Republicans like President Donald Trump and his supporters. An “ongoing conspiracy” and the statute of limitations Such an approach allows prosecutors to charge defendants with alleged crimes outside the statute of limitations because they were connected to an ongoing conspiracy, much like those cases brought against the mafia and drug cartels. “At my direction, our U.S. Attorneys and federal agents are actively investigating instances of government weaponization nationwide,” Bondi said. “This is a ten-year stain on the country committed by high-ranking officials against the American people. Source: justthenews.com https://twitter.com/WarClandestine/status/2005434508124782615?s=20   to be deported. They opposed the One Big Beautiful Bill because it funds ICE/US MIL, and they know Trump is going to invoke the Insurrection Act to deploy troops to their cities to assist ICE in deporting the illegals. If the Dems can't cheat in elections, they lose access to our tax dollars, and thus they lose all their power. They never cared about diversity, equality, equity, inclusion, immigration or any of that shit. It was all just a transaction. Everything they say and do is just a means to justify their treasonous scheme to steal our tax dollars. That's why it's so important to nuke the filibuster, pass the Save Act, invoke the Insurrection Act, deport all the illegals, and arrest everyone involved. If we don't, the Dems will take complete control, we will become a one-party State, and they will eventually phase us out via mass immigration. That's why the Dems have been trying to destroy, obstruct, and kill Trump, ever since he came down the escalator. Because they knew that he knew about all this, and is on a mission to stop it. The American People are being replaced, and the Democrats are directly responsible for it. This is the battle for the Republic. (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:13499335648425062,size:[0, 0],id:"ld-7164-1323"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="//cdn2.customads.co/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs");

The top AI news from the past week, every ThursdAI

Ho Ho Ho, Alex here! (a real human writing these words, this needs to be said in 2025) Merry Christmas (to those who celebrate) and welcome to the very special yearly ThursdAI recap! This was an intense year in the world of AI, and after 51 weekly episodes (this is episode 52!) we have the ultimate record of all the major and most important AI releases of this year! So instead of bringing you a weekly update (it's been a slow week so far, most AI labs are taking a well deserved break, the Cchinese AI labs haven't yet surprised anyone), I'm dropping a comprehensive yearly AI review! Quarter by quarter, month by month, both in written form and as a pod/video! Why do this? Who even needs this? Isn't most of it obsolete? I have asked myself this exact question while prepping for the show (it was quite a lot of prep, even with Opus's help). I eventually landed on, hey, if nothing else, this will serve as a record of the insane week of AI progress we all witnessed. Can you imagine that the term Vibe Coding is less than 1 year old? That Claude Code was released at the start of THIS year? We get hedonicly adapt to new AI goodies so quick, and I figured this will serve as a point in time check, we can get back to and feel the acceleration! With that, let's dive in - P.S. the content below is mostly authored by my co-author for this, Opus 4.5 high, which at the end of 2025 I find the best creative writer with the best long context coherence that can imitate my voice and tone (hey, I'm also on a break!

DH Unplugged
DHUnplugged #783: Santa Is That You?

DH Unplugged

Play Episode Listen Later Dec 24, 2025 59:02


Patriot games are coming. Larry Ellison in the spotlight. Hi Ho Silver and away! PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm-Up - CTP Cup - All systems go! 9 participants! - ELON gets his $$$ - Kids account challenge - Patriot games are coming... Markets - Not much headwinds - EOY approaching - Analysts predicting SP500 for 2026 - 7,500 (12% upside) - More Oracle back and forth - Gold and Silver Elon - Elon Musk's net worth surged to $749 billion late Friday after the Delaware Supreme Court reinstated Tesla stock options worth $139 billion that were voided last year - He also recently received a $1T pay plan approval - Jeff Bezos, Mark Zuckerberg, and Jensen Huang combined - His fortune exceeds the GDP of nations like the Netherlands, Saudi Arabia, and Switzerland. - He is richer than every country in Africa by GDP - He is projected by some reports to become the world's first trillionaire by 2027 When did Larry Ellison and Oracle become newsworthy? - Every day in the news.... - Larry Ellison NOW Personally Guarantees Paramount Bid for Warner Bros. - The announcement of Mr. Ellison's personal guarantee is meant to address concerns that the Warner Bros. Discovery's board had expressed about Paramount's original offer. - Helping out sonny-boy? More Oracle - Oracle stock slid after a report that Blue Owl Capital won't back a $10 billion data center for OpenAI. (Michigan) - Oracle has $248 billion in lease commitments for data centers and cloud capacity commitments over the next 15 to 19 years. - Oracle later responded to the FT report, saying the project was moving forward and that Blue Owl was not part of equity talks. EVEN MORE! - Multiple media outlets, including the Associated Press, reported that ByteDance has reached an agreement with Oracle ORCL, Silver Lake, and Abu-Dhabi-based MGX to set up a joint venture for TikTok's US operations. Oracle will hold a 15.0% stake in the new entity, while ByteDance will retain a 19.9% stake. - The important thing her is that TikTok stays as a major tenant of OCI as ORCL needs this cash flow... - Of all of the items, this may be why ORCL stock has bounced te last few days. Congressional Ban - A vote on legislation banning members from owning or trading stocks could get a vote in the new year, according to House leadership and Republican members. - President Donald Trump has said he supports a congressional ban but has pushed back on versions that include the executive branch. - Basically this bill would prohibit the ownership of individual stocks by congress Over to Japan - Bank of Japan raises benchmark rates to highest in 30 years, lifting 10-year JGB yield past 2% - Yen still VERY weak - trading at 157/USD - (problematic) - The BOJ said that real interest rates are expected to remain “significantly negative,” adding that accommodative financial conditions will continue to firmly support economic activity. - The yen weakened 0.25% against the USD after the decision - therefore still dovish and stimulative Economic Numbers - Estimates, partial numbers and best guesses. OH, 2-month averaging as well - The Bureau of Labor Statistics reported that the annual headline inflation rate and core CPI rate for last month were 2.7% and 2.6%, respectively, well below expectations. - Due to government shutdown, BLS to make certain methodological assumptions about the prior month's inflation levels. - Those assumptions in the methodology were not clear to economists and were not fully explained in the release. - Here is a big issue: The price changes in October for the OER (owners equivalent rent) appear to have been “set to zero.”  Sports Prediction Markets - Sports is fueling the growth and is forecasted to make up 44% of volume as prediction markets mature. - According to one expert: the fundamental elements of consumer demand and an array of diverse brands looking to meet that demand are clearly in place - Sportsbooks are getting a bit nervous.... First Dell, then... - Billionaire hedge fund manager Ray Dalio of Bridgewater Associates and his wife, Barbara, committed to seed Trump accounts for approximately 300,000 children in Connecticut. - Following the Dells' pledge, the funds will be aimed at kids who live in a Connecticut ZIP code where the median income is less than $150,000. - The Dalio grant will fund $250 per child for approximately 300,000 children in Connecticut. This applies to children who live in a ZIP code where the median income is less than $150,000. About 87% of Connecticut ZIP codes meet that criteria, according to a CNBC analysis of Census Bureau data. - “Ray has joined what we are calling the 50-state challenge,” Treasury Secretary Scott Bessent said in a press conference on Wednesday. - A growing number of companies have announced they would match contributions to Trump accounts for their employees, including BNY and BlackRock. Patriot Games (Hunger Games?) - Trump announced: The Washington Monument will be illuminated with festive lights, a triumphal arc will be constructed and the “Patriot Games” will commence. The games are an “unprecedented four-day athletic event featuring the greatest high school athletes: one young man and one young woman from each state and territory. - Uhhhhhh "And so it was decreed that, each year, the various districts of Panem would offer up, in tribute, one young man and woman to fight to the death in a pageant of honor, courage and sacrifice. (Hunger Games 2012) - What next - PURGE NIGHT? Fed Pick - Now it seems as if it is a 4 person race... - President Trump says "Nowadays, when there is good news, the market goes down because everybody thinks that interest rates will be immediately lifted"; says "I want my new Fed Chairman to lower interest rates if the market is doing well"; says "Anybody that disagrees with me will never be the Fed Chairman!" San Fran Blackout - Alphabet-owned Waymo resumed its robotaxi service in the San Francisco Bay Area Sunday evening after pausing it amid widespread blackouts that had affected their vehicles' behavior. - Waymo said it worked with city officials throughout the blackout and had “proactively” initiated a temporary suspension of its service. - Interesting point there - what happens when grid disruptions for internet with self-driving Angry Shareholders (For a minute) - Tricolor CEO Daniel Chu directed a deputy to send him $6.25 million in bonuses in August, weeks before the company filed for bankruptcy, U.S. prosecutors alleged. - Subprime autofirm that had alleged fraud - This happens all the time - Big issue to keep alert to is the news about "Subprime" WEED - Trump's executive order shifts cannabis from Schedule I to Schedule III, easing research, banking and tax restrictions and marking the biggest federal cannabis policy change in decades. - Shares of cannabis conglomerates were down following the announcement, likely from worries of new competition from international companies. - NOT legalization - NOT for recreational use... - Banking, Institutional capital ..... OpenAi - Beggars cup continues - OpenAI is in initial discussions to raise at least $10 billion from Amazon.com Inc. and use its chips, a potential win for the online retailer's effort to broaden its AI industry presence and compete with Nvidia Corp. - The deal under discussion could value OpenAI north of $500 billion and see it adopt Amazon's Trainium chip, a person with knowledge of the matter said, asking to remain anonymous to describe private negotiations. - Talks, however, are at a preliminary stage and terms could change, the person added. High Ho Silver and Away! - Silver up 135% YTD - Gold up 70% - Best year since strongest annual performance since 1979 for Gold - 1970's was inflation, USD weakening, Energy crisis. - What is similar/different now? (Big difference is buying up (China, Poland, Turkey, India) Light menu - Darden Restaurants will roll out a new lighter portion entrées menu at all Olive Garden locations in January, the company announced during its quarterly earnings call last Thursday. - Citing affordability: "Olive Garden has seen a double-digit increase in affordability perceptions from guests who order from the lighter portions menu and an increase in frequency among these guests, which should help build traffic over time," Cardenas said. - Sooooo 0 due to high costs, Americans are cutting back on food? - If it were for weight loss, no need for Oliver garden to cut back on portions as most inedible anyway... Copper - Copper prices topped $12,000 a ton for the first time, extending the metal's recent bull run as mine outages add to concerns about supply. - The threat of US import tariffs on the metal has also been an important factor pushing up prices this year, with copper piling up in American warehouses. - Industry analysts have said that much of the richest and most easily accessible mining resources are now exhausted, and experts are warning that the market is on the cusp of a major deficit. Jim Beam - Bourbon maker Jim Beam is halting production at one of its distilleries in Kentucky for at least a year as the whiskey industry navigates tariffs from the Trump administration and slumping demand for a product that needs years of aging before it is ready. - Jim Beam said the decision to pause bourbon making at its Clermont location in 2026 will give the company time to invest in improvements at the distillery. The bottling and warehouse at the site will remain open, along with the James B. Beam Distilling Co. visitors center and restaurant. - The percentage of U.S. adults who say they consume alcohol has fallen to 54%, the lowest by one percentage point in Gallup's nearly 90-year trend. Love the Show? Then how about a Donation? THE CLOSEST TO THE PIN 2025 Winners will be getting great stuff like the new "OFFICIAL" DHUnplugged Shirt! CTP CUP 2025 Participants: Jim Beaver Mike Kazmierczak Joe Metzger Ken Degel David Martin Dean Wormell Neil Larion Mary Lou Schwarzer Eric Harvey (2024 Winner) FED AND CRYPTO LIMERICKS See this week's stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter

Tech Path Podcast
Japan Rate Hike Countdown

Tech Path Podcast

Play Episode Listen Later Dec 17, 2025 12:58 Transcription Available


Bitcoin faces a key macroeconomic test this week as the Bank of Japan signals a more definitive pivot away from its long-held ultra-loose monetary policy, a shift that could tighten global liquidity and pressure risk assets.~This episode is sponsored by Tangem~Tangem ➜ https://bit.ly/TangemPBNUse Code: "PBN" for Additional Discounts!00:00 Intro00:10 Sponsor: Tangem00:40 Japan rate cut odds01:20 Japan's $1.1T treasury threat03:30 Black Monday04:40 Tech all time high risk06:00 Triple Witching on Friday06:40 Is crypto front running this?07:15 Kevin Griffin: If inflation gets worse he can't blame the fed09:00 Chris Waller: We're close to zero job growth11:00 Own assets or get left behind12:30 Outro#Japan #Bitcoin #ethereum~Japan Rate Hike Countdown

Simply Bitcoin
Could Japan TRIGGER a Bitcoin Crash to $40,000?! | Simply Originals

Simply Bitcoin

Play Episode Listen Later Dec 16, 2025 18:39


Japan is about to hike rates, and history says Bitcoin gets rekt every time. With a $1T treasury stash, a carry trade unwind, and an ETF fire sale looming, the next crash might already be on the calendar. Is this the final shakeout before liftoff?SPONSORS✅ Ledn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.nmj1gs2i.com/9W598/9B9DM/?source_id=podcast⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Simply Bitcoin clients get 0.25% off their first loanNeed liquidity without selling your Bitcoin? Ledn has been the trusted Bitcoin-backed lending platform for 6+ years. Access your BTC's value while HODLing.

Business Travel 360
What's Up in Business Travel | Global Airline Industry tops $1T in 2025

Business Travel 360

Play Episode Listen Later Dec 15, 2025 15:00


Send us a textWelcome to What's Up in Business Travel for Week 50 of 2025.  This is a weekly podcast where we update you on what's up this week in the world of business travel.  This podcast is great for those who need to know what's happening all in under 15 minutes.On this week's podcast, we covered the following stories:Airline Industry tops $1T in 2025US proposes social media inspections on visitorsAmex tops in J.D. Power Airport Lounge studyDOT waives Southwest's fineAirlines unlikely to hit 2030 SAF goalsCTM to be dropped from ASX 200 IndexGovernment mandates cuts for IndigoUnited & Delta take stakes in RepublicPegasus Airlines acquires two Czech airlinesTurkish & South African agree to codeshareSouth African Airways enters codeshare with TAAGJetBlue opens first-ever loungeUber announces plans for an airport kioskSouthwest pursuing network of airport loungesKorean Air to add Starlink Wi-FiTrainline adds disruption featuresYou can subscribe to this podcast by searching 'BusinessTravel360' on your favorite podcast player or visiting BusinessTravel360.comThis podcast was created, edited and distributed by BusinessTravel360.  Be sure to sign up for regular updates at BusinessTravel360.com - Enjoy!Support the show

WALL STREET COLADA
Mercados en rojo, Musk confirma IPO de SpaceX y $LLY sorprende

WALL STREET COLADA

Play Episode Listen Later Dec 11, 2025 4:22


Summary del Show: • Wall Street apunta a una apertura en rojo tras resultados mixtos de Oracle $ORCL que golpean al trade de IA. • Eli Lilly $LLY salta tras resultados positivos de su nueva terapia para pérdida de peso y osteoartritis. • Elon Musk confirma que SpaceX planea una IPO para 2026 con una valoración potencial de más de $1T. • BP $BP lidera la primera subasta de perforación en el Golfo bajo la administración Trump.

Cierre de mercados
Cierre de Mercados: 09/12/2025

Cierre de mercados

Play Episode Listen Later Dec 9, 2025 53:59


Todos los astros parecen alinearse para ver mañana ese recorte de tipos de interés por parte de la Reserva Federal. Sin embargo, los rendimientos de la deuda insisten en tomar la dirección contraria. Hoy se acentúa con el bono de referencia a 10 años subiendo cómodamente hasta el 4.20%, su cota más alta desde septiembre. Unos datos laborales más fuertes de lo esperado ensombrecen las perspectivas de política monetaria de la Fed. Su decisión de bajar tasas podría no venir sola. Bank of America pone sobre la mesa la posibilidad de un anuncio de compra de grandes cantidades de letras del Tesoro. Hablan de 45 mil millones mensuales. Compras destinadas a reducir los rendimientos a largo plazo y estimular el crédito. En lo corporativo, Exxon sube gracias a la previsión de mayores beneficios hasta 2030 y al crecimiento de la producción de petróleo. AutoZone, a la baja tras unos resultados del 1T por debajo de las estimaciones. Home Depot cae al situarse las previsiones para el ejercicio fiscal 26 por debajo de las estimaciones. El mercado lo analizamos con Javier Díaz, de Renta 4 Bancos. Hablamos también de las farmas occidentales en China y los planes del BCE con los requisitos de capital para la banca.

Enlightenment - A Herold & Lantern Investments Podcast
Why Tariffs, Currencies, And Fed Policy Collide To Move Stocks

Enlightenment - A Herold & Lantern Investments Podcast

Play Episode Listen Later Dec 8, 2025 39:19 Transcription Available


December 8, 2025 | Season 7 | Episode 45We trace how a weak yuan powers China's record trade surplus despite tariffs, and why history with Japan's yen still shapes today's strategy. We map the U.S. pivot to talent and capital, the odds of a hawkish Fed cut, retiree tax moves for 2025, and two stock spotlights: Weyerhaeuser and Apple.• China's $1T trade surplus and currency dynamics• Tariff rerouting through Southeast Asia, Mexico and Africa• Lessons from Japan's Plaza Accord and export pricing• U.S. advantages in capital access, education and innovation• Market setup into the FOMC and earnings week• Retiree tax planning: RMD timing, QCDs, medical deductions• Weyerhaeuser asset value versus depressed earnings• Apple's measured AI path, privacy focus and partnershipsThis podcast is available on most platforms, including Apple Podcasts and SpotifyFor more information, please visit our website at www.heroldlantern.com** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice. For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-formFollow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern

MG Show
S7E228: Trump's Final Cabinet: $18T Investments, Zero Illegals, Drug Prices CRUSHED + Psyops Exposed

MG Show

Play Episode Listen Later Dec 2, 2025 147:08


Buckle up, patriots! In Season 7, Episode 228 – "President Trump Hosts 9th Cabinet Meeting; Psyops Galore" – @intheMatrixxx and @shadygrooove go full throttle on President Trump's ninth and final cabinet meeting of 2025:   - $18 TRILLION in new investments in just 10 months (vs Biden's less than $1T in 4 years)   - ZERO illegal crossings for SIX straight months – strongest border in history   - Prescription drugs slashed 400-800% with favorite nations pricing   - Gas at $2.50/gallon after killing the Green New Scam   - 46 stock market all-time highs + biggest Black Friday ever   - 2 million deportations, 10,000 new ICE officers, 45M+ fentanyl pills seized   - Largest deregulation in U.S. history – EPA leads the charge   - Marco Rubio: most transformational foreign policy since WWII – Ukraine peace talks in Moscow, NATO at 5%, Gaza and Sudan deals   Then Jeff and Shannon expose the deep-state psyop assault exploding right now: fake war-crime smears on lawful Venezuelan drug-boat strikes, black-pill ops twisting 575 lawsuits into doom narratives, and MSM lies burying Trump's affordability wins under recycled inflation fear porn.   The truth is learned, never told. The Constitution is your weapon.   Tune in weekdays at 12pm ET / 9am PT with @InTheMatrixxx and @Shadygrooove   Live video: https://rumble.com/mgshow   All links: https://linktr.ee/mgshow   #Trump #MAGA #AmericaFirst #CabinetMeeting #Psyops #BorderSecurity #DrugPrices #Deregulation

On The Rekord
Episode 219 - Dec. 2nd, 2025 - You've been Spared…..

On The Rekord

Play Episode Listen Later Dec 2, 2025 114:28


Episode 219 - Dec. 2nd, 2025 - You've been Spared…..- Violations Counter - DJ Intence - 0 x Walt - 3 x Ceddy - 22 - Preview of The P. Diddy Documentary - Pete Hegseth “War Crimes” - MTG (Majorie Taylor Greene) & AIPAC - EPA has now approved the use of PFAS on Foods - Newark, NJ Khalil Wheeler-Weaver Sentencing - Align Technology, Invisalign Maker Class Action Settlement Lawsuit - Government News - Kanye West - Juelz Santana “Education Quote” &/or “Reading Quote” - Department of DOGE is suspended & It's IMPACT on our daily lives…..- @Im_Waltttt Weekly Summary & Thanksgiving Food is NO MAS - Ex-Hawks employee is charged with EMBEZZLING $3.8M from team - College Freshman deported while flying home for Thanksgiving (The Lucia Lopez Belloza Story) - The Black Dollar has gone missing during HOLIDAY SHOPPING. Black Dollar is worth $1T. - Wise Guy's Segment - Women gets pregnant then walks away from the relationship from CHILD'S FATHER - Wise Guy's Segment - Akaash Singh Relationship Woes - EMERGENCY UPDATE: The New York Giants. New York Giants Younghoe Koo STUMBLING FIELD GOAL KICKER - Younghoe Koo BUMBLE Terrible Kick 

Grain Markets and Other Stuff
Will China Hit the White House Soybean Purchase Target? + STRONG US Corn Sales

Grain Markets and Other Stuff

Play Episode Listen Later Dec 1, 2025 11:28


Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links —Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.Welcome back! Today we're breaking down export sales, flash deals, China/Brazil soybean news, ethanol margins, and record-setting Black Friday spending.

Nightly Business Report
Novo Nosedives, New AI Darlings & Buy the Former High-Flyers? 11/24/25

Nightly Business Report

Play Episode Listen Later Nov 24, 2025 43:44


Novo Nordisk hits a 4-year low, just days after rival Eli Lilly hits a $1T market cap milestone.Plus, some former high-flyers trading more down to earth. Is now the time to get in?  And, two unlikely names dominating the AI narrative now. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Daily Stock Picks

There are so many good opportunities in the market. It's about finding them and using the fundamental and technical metrics to find entries and understanding when you want to sell (either at a gain or loss). BLACK FRIDAY SALES END SOON: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TRENDSPIDER - Up to 68% off and 52 trainings for the next year. HUGE SALE saving you over $1,000. ⁠⁠⁠⁠⁠⁠SEEKING ALPHA BUNDLE - Save over $200⁠⁠⁠⁠⁠⁠Seeking Alpha Premium - FREE 7 day trial ⁠⁠⁠⁠⁠⁠Alpha Picks - Save $100 ⁠⁠⁠⁠⁠⁠Seeking Alpha Pro - for the Pros ⁠⁠⁠EPISODE SUMMARY $LLY  joins the $1T club—GLP-1 growth, strong management, and blockbuster drug pipeline!$NVO  drops on Ozempic's Alzheimer's miss; $AAPL  just 2% from all-time highs.$AMD  upgraded to “Strong Buy” after memory supply squeeze; $TSLA  is now a chip & AI leader with FSD impressing on long trips.$GOOG  Gemini supercharges AI with custom chips, and $CRM  CEO raves about it—AI bubble or generational opportunity?Goldmans  points to high-profile shorts and surprises for this week, plus $MU , $COMM , $CLS  hit the Expert Picks list as top AI/value setups.Plus: Global rotation opportunities, ETF sentiment, and crypto's new cross-currents!Don't miss the detailed analysis, actionable takeaways, and the week's hottest charts—read and subscribe atdailystockpick.substack.com#StockMarket #AIStocks #TechLeaders #BlackFridayDeals #GrowthInvesting #DailyStockPickDon't forget to like, subscribe, and share.Social Links and more - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://linktr.ee/dailystockpick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

The A.M. Update
A Unanimous Congress?! | Saudi Times Are Ch-Ch-Ch-Changin' | 11/19/25

The A.M. Update

Play Episode Listen Later Nov 19, 2025 23:38


Aaron McIntire recaps Congress's near-unanimous push to force DOJ release of Epstein files amid survivor cheers and Trump's spin as a Democrat "hoax," plus his Oval Office meeting with Saudi PM Mohammed bin Salman touting F-35 jets, $1T investments, and potential Abraham Accords entry tied to Palestinian progress. Texas Gov. Abbott designates Muslim Brotherhood and CAIR as terrorist groups, barring land buys and boosting penalties, while NEC Director Kevin Hassett blames AI productivity for "quiet time" in youth hiring. Creepy Democrat vets ad urges troops to defy "illegal orders," Nicki Minaj blasts Nigeria's Christian killings at UN, Texas redistricting map blocked as racial gerrymander, and Steven Crowder grills SNAP "treats" entitlement.   AM Update, Epstein files release, Trump MBS Saudi, Abraham Accords, Greg Abbott CAIR, Muslim Brotherhood Texas, Kevin Hassett AI jobs, Democrat vets illegal orders, Nicki Minaj UN Nigeria, Texas redistricting block, Steven Crowder SNAP    

Astra Report | WNTN 1550 AM | Grecian Echoes
Daily Global News - WED NOV 19th - Crown Prince in Oval Office

Astra Report | WNTN 1550 AM | Grecian Echoes

Play Episode Listen Later Nov 19, 2025 9:11


Listen to Daily Global #News from Grecian Echoes WNTN 1550 AM - Saudi Arabia to invest over $1T in US, Trump defends Mohammed bin Salman - Bill passed to release all of the Epstein files - Russia carried out a massive overnight attack across Ukraine

The Boredwalk Podcast
The Boredwalk Podcast Episode 272: What is this weird feeling? Is this... hope?

The Boredwalk Podcast

Play Episode Listen Later Nov 19, 2025 30:41


Ansley Hutchinson, Tess Menzies, and Gabe Sanchez, from the Boredwalk content team chat about the initial trickle of documents being released from the Epstein Files, as well as: • The misconception that liberals care about protecting Democrats implicated in the commission of heinous crimes (we don't; prosecute them ALL) • The heartening resoluteness of MAGA luminaries refusing to remove their names from the discharge petition that would trigger a full release of the files • Tesla's grotesque $1T compensation package for their chaotic CEO, Elon Musk • The short and long term fallout from the ending of the federal government shutdown and what that means for U.S. citizens now and in the new year • Trump's idiotic 50-year mortgage proposal, which would more or less guarantee a life of indentured servitude for the majority of future U.S. home "owners" • The New York Times' ongoing regrettable decision to employ conservative op/ed contributor Ross Douthat, especially after his recent column stating that women have "ruined the workplace" • #StickerGate! We then pivot to a glowing review of our activity books before checking in with the latest dispatch from Troll-sylvania — always good for a derisive chuckle. In an effort to take things out on a high note, our hosts wrap up the episode by trading answers to questions pulled from our Delve Deck conversation card sets! This week we answer the questions "who would be the worst people to have at a dinner party?", "what do you treat yourself to now that couldn't as a kid?", and "what life experience has made you a better version of yourself?" Thanks for stopping by to hang out, commiserate, and (hopefully) laugh with us! FOLLOW US: FACEBOOK ► facebook.com/boredwalktshirts INSTAGRAM ► instagram.com/boredwalk THREADS ► threads.com/boredwalktees YOUTUBE ► youtube.com/boredwalk.los.angeles BLUESKY ► bsky.app/profile/boredwalk.com TIKTOK ► tiktok.com/@boredwalk.lol SNAPCHAT ► https://snapchat.com/t/aCh1aSey

Notnerd Podcast: Tech Better
Ep. 518: iPhone Pocket? and what is going on at Meta?

Notnerd Podcast: Tech Better

Play Episode Listen Later Nov 12, 2025 60:09


Were you a fan of the iPod Socks and have a lot of money burning a hole in your pocket? Then the iPhone Pocket might be for you. Also, what is going on over at Meta? Are they reading all your messages for AI? How much are they making from scam ads? What are the chances Elon gets his $1T payday? Plus plenty more tech news to get caught up on, and some great tips and picks to help you tech better. Watch on YouTube! - Notnerd.com and Notpicks.com INTRO (00:00) Apple launches iPhone Pocket: a limited edition designer strap accessory (02:40) MAIN TOPIC: What's going on at Meta? (07:40) Is Meta really reading your DMs? Leaked documents show Meta makes billions from scam ads Mark Zuckerberg is excited to add more AI content to all your social feeds Chan Zuckerberg Initiative shifts focus to AI and science Tesla shareholders approve new $1 trillion pay package for Musk DAVE'S PRO-TIP OF THE WEEK: Tinted Liquid Glass (21:15) JUST THE HEADLINES: (27:30) The Louvre's video surveliance password was Louvre Google plans secret AI military outpost on tiny island overrun by crabs SpaceX disables 2,500 Starlink terminals allegedly used by Asian scam centers Logitech open to adding an AI agent to board of directors, CEO says China launches stealth jet from electomagnetic catapult aircraft carrier Alien worlds may be able to make their own water Grand Theft Auto 6 delayed again to November 2026 TAKES: YouTube TV blackout is costing Disney an estimated $4.3 million per day in lost revenue (30:25) Nintendo Store app launches on iPhone (31:50) OpenAI sued for trademark infringement over Sora's 'Cameo' feature (34:35) Meta is killing off the external Facebook Like button (37:30) Commercial spyware "Landfall" ran rampant on Samsung phones for almost a year (39:00) Microsoft November 2025 Patch Tuesday (40:20) BONUS ODD TAKE: Super Mario Bros. Remastered (42:05) PICKS OF THE WEEK:  Dave: Otamatone Classic Ninja [Officially Licensed] Japanese Character Electronic Musical Instrument Portable Synthesizer from Japan Maywa Denki for Children Kids and Adults Gift (44:15) Nate: Temdan Magnetic iwatch Charger Portable Wireless Charger for Apple Watch 1200mAh Power Bank Camping Travel Essentials for Series 10/9/8/7/6/Se/5/4/3/2/1/Ultra/Ultra 2-Black - Episode 385: Live from Dongletown (50:55) RAMAZON PURCHASE OF THE WEEK (55:15)

Ep.357 - Mayor Mamdani & Dumbasses @ The BBC

"What's Good?" W/ Charlie Taylor

Play Episode Listen Later Nov 12, 2025 64:26


In a week where:Zohran Mamdani wins the NYC Mayoral race.Tesla shareholders agree to give Elon Musk a $1T pay package.ITV are in talks with Sky over a £1.6B sale.Former French president Nicolas Sarkozy to be released from prison.COP30 in Brazil begins.In Politics: (15:08) That's MAYOR Mamdani to you! After Zohran Mamdani's NYC Mayor win, what does this mean in for the prospect of a true Left growing in the US and across the world? (Article By Michael Kinnucan)In Society: (25:44) The Moroccan government are arresting their young people after the zenith of the "Gen Z 212" movement, sending many families into a state of fear for their children. (Article By Imane Bellamine)In Media: (39:36) The BBC was used as a political tool for the Tories when they were in power. Now - after all that capitulating - the right is turning the screw onto The Beeb. Good luck getting Kier Starmer to fix it. (Article By Adam Bienkov)Lastly, In Music: (52:37) A little retrospective on 90s R&B, how it changed the game and what Contemporary R&B has built on the foundation the 90s built. (Article By Yannise Jean)Thank you for listening! If you want to contribute to the show, whether it be sending me questions or voicing your opinion in any way, peep the contact links below and I'll respond accordingly. Let me know "What's Good?"Rate & ReviewE-Mail: the5thelelmentpub@gmail.comTwitter & IG: @The5thElementUKWebsite: https://the5thelement.co.ukPhotography: https://www.crt.photographyIntro Music - "Too Much" By VanillaInterlude - "Charismatic" By NappyHighChillHop MusicOther Podcasts Under The 5EPN:Diggin' In The Digits5EPN RadioBlack Women Watch...In Search of SauceThe Beauty Of Independence

TechLinked
New Siri = Gemini, Elon's $1 Trillion, Twitter ghost traffic + more!

TechLinked

Play Episode Listen Later Nov 8, 2025 8:44


Timestamps: 0:00 drink the news goo and be happy 0:11 Apple's $1B Gemini deal for Siri 1:07 Elon's $1T pay package 2:37 Twitter preloads 'ghost traffic' 3:46 Ground News! 4:37 QUICK BITS INTRO 4:53 GTA 6 delayed again 5:31 Meta weighs scam ad profits 6:22 Hyundai IT services breach 7:04 Tinder's camera-roll-scanning feature NEWS SOURCES: https://lmg.gg/Yufc7 Learn more about your ad choices. Visit megaphone.fm/adchoices

Techmeme Ride Home
Elon's $1T Deal

Techmeme Ride Home

Play Episode Listen Later Nov 7, 2025 20:13


Elon's $1T payday… nice deal if you can get it. The lawsuits against OpenAI are exploding. The new Grand Theft Auto gets delayed (again). Now the Texas Attorney General is going after Roblox. And, of course, The Weekend Longreads Suggestions. Tesla Shareholders Approve Elon Musk's $1 Trillion Pay Package (WSJ) Lawsuits Blame ChatGPT for Suicides and Harmful Delusions (NYTimes) ‘Grand Theft Auto VI' Is Postponed Again — to November 2026 (Bloomberg) Alibaba-backed Moonshot releases its second AI update in four months as China's AI race heats up (CNBC) Texas sues Roblox for 'putting paedophiles and profits' over safety (BBC) 'It's organized crime': TikTok Shop says it's fighting a new wave of AI scammers (Business Insider) Weekend Longreads Suggestions: How AGI became the most consequential conspiracy theory of our time (MIT Technology Review) Learn more about your ad choices. Visit megaphone.fm/adchoices

Strategy Simplified
S21E4: Why Holiday Hiring Is Down But Sales Aren't

Strategy Simplified

Play Episode Listen Later Nov 7, 2025 20:39


Send us a textRetailers plan the lightest holiday hiring since the Great Recession, but spending is still projected to top $1T.We dig into:Why demand smoothing and e-comm shift cut seasonal rolesHow “slower” in-store flow can increase basket sizeWhat segmentation and channels mean for labor needsWhy tariff headlines often overstate price impactActionable takeaways for leaders on staffing, ops, and margin protection.Chapters00:30 Holiday Season Retail Trends06:12 E-commerce Impact on Retail Hiring11:51 Customer Experience and Retail Staffing18:42 Understanding Consumer Spending DynamicsConnect With Management Consulted Schedule free 15min consultation with the MC Team. Watch the video version of the podcast on YouTube! Follow us on LinkedIn, Instagram, and TikTok for the latest updates and industry insights! Join an upcoming live event - case interviews demos, expert panels, and more. Email us (team@managementconsulted.com) with questions or feedback.

Squawk on the Street
SOTS 2nd Hour: Job Cuts Surge, Navigating Big Tech, & LIVE: Charles Schwab, Chime CEOs 11/6/25

Squawk on the Street

Play Episode Listen Later Nov 6, 2025 43:56


Earnings season rumbling on as new data starts to show cracks in the jobs market:Sara Eisen, Carl Quintanilla, and David Faber kicked off the hour breaking down a new report showing US companies announced the most job cuts for any October - in more than two decades... With more from one Janus Henderson Portfolio Manager who says big tech is still the place to be. Plus: Charles Schwab's CEO joined the team on the heels of a big new bet on private markets - while the CEO of Chime discussed new earnings from the fintech and what they're seeing on the consumer side.  Also in focus: the fate of Elon Musk's $1T pay package getting decided today - why our autos reporter says it's likely to pass; what's driving Doordash shares to their worst day on record; and the biggest earnings movers to know in early trading.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Trends with Friends
Internet Capital Markets: Kyle Samani on Solana, Prediction Markets, and the $FORD Play

Trends with Friends

Play Episode Listen Later Oct 29, 2025 59:10


Howard and Michael sit down with Multicoin's Kyle Samani for a fast, no-BS tour of where markets are going next. They rewind the Multicoin origin story (including Howard's IRA adventure), then dive into why 2022–23 was emotionally tougher than the 2018–19 crypto winter. From there, Kyle lays out “Internet Capital Markets”—finance embedded everywhere—why trading inside chats, media, and sports apps is inevitable, and how prediction markets become the new front page of news. We get into Solana's lead, stablecoins as rails, prime brokerage natively on-chain, and why the biggest market makers are already active on Kalshi. Kyle also breaks down Forward Industries (ticker FORD): the $1.65B PIPE, turning it into a Solana treasury company, and deploying SOL/USD into DeFi yield. Plus: AI x crypto as the only barbell that matters, perps vs. options (in plain English), and what Kyle is funding next—new modalities for issuance and trading.Chapters00:00 Cold Open: Howard, Michael & Kyle (freshly married, freshly groomed)01:46 Howard's Multicoin IRA story & the 2019 doldrums05:01 2018–19 vs 2022–23: why the second bear hurt more08:03 Solana 101 & “Internet Capital Markets” explained11:49 Breaking “isolated finance”; embedding trading across the web12:26 Telegram bots → trading where conversations happen15:14 Prediction markets in media & sports (buy/sell on the article)17:21 Stocktwits x Polymarket, swipe-to-trade, and peer-to-peer bets22:01 Institutional plumbing: discovery, silos, and cross-venue UIs25:19 On-chain prime brokerage (Zero on Solana) & collateral efficiency31:54 Why Solana leads; the case for $1T+34:02 Stablecoins as the settlement layer for everything36:15 SIG, Citadel, Jane Street, Jump already active on Kalshi37:40 Sportsbooks vs real markets; letting market makers set prices39:34 Crypto is retail-first: sovereignty, keys, and open participation45:05 Inside FORD: $1.65B PIPE, Solana treasury strategy46:43 Not trading SOL price—deploying SOL/USD into DeFi yield48:30 AI x Crypto barbell: what won't be disrupted53:41 Perps vs options in plain English; leverage (without the Greeks)57:15 Lessons from 2022: correlation, fraud, and risk controls58:40 What Kyle's funding next: new modalities for issuance & tradingKyle's Panel at the All In Summit: https://www.youtube.com/watch?v=ijbLOWFmVe8Join Our Community! https://stocktwits.com/Sign up for our daily FREE newsletter to keep in touch with the market: https://thedailyrip.stocktwits.com/Disclaimer:All opinions expressed on this show are solely the opinions of the hosts' and guests' and do not reflect the opinions of Stocktwits, Inc. or its affiliates. The hosts are not SEC or FINRA registered advisors or professionals. The content of this show is for educational and entertainment purposes only. Please consult with your financial advisor before making any investment decision. Read the full terms & conditions here: https://stocktwits.com/about/legal/terms/

TD Ameritrade Network
All Things ETFs: Inflows Set to Hit $1T in 2025, Active Management Trends

TD Ameritrade Network

Play Episode Listen Later Oct 23, 2025 5:10


Matt Barry discusses all things ETFs. “The biggest trend we're seeing is just continued, record-setting growth,” on track to surpass over $1T in inflows this year. Active ETFs are “still relatively small by assets,” making up about 10% of the overall sector, but most inflows are going into them, growing the space rapidly. He explains how his firm uses ETFs and takes a look at international equity ETFs, where he sees opportunity.======== 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

Skift
Wyndham's New Perks, Hotel Cost Cuts and GetYourGuide's Profitable Q3

Skift

Play Episode Listen Later Oct 22, 2025 3:42


Wyndham rolled out a $95/year Wyndham Rewards Insider subscription for U.S. customers, offering at least 10% off rates at 8,000+ properties (excluding Echo Suites), automatic Gold status, and flight discounts up to 15% international and 5% domestic to keep the brand relevant between stays. Major hotel chains head into a tough earnings season after two straight quarters of RevPAR declines through September, with economy hotels down 3% year-over-year and analysts watching for further corporate headcount cuts following reductions at Marriott and Hyatt. Meanwhile, GetYourGuide says it's profitable for the first time, booking a record 10 million experiences in Q3 (up 30% YoY) and nearly $1.2B in annual revenue, as a Skift x McKinsey report pegs global experience spending at over $1T and up to $310B for paid, structured activities. Connect with Skift LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/company/skift/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ WhatsApp: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://whatsapp.com/channel/0029VaAL375LikgIXmNPYQ0L/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Facebook: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://facebook.com/skiftnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.instagram.com/skiftnews/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Threads: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.threads.net/@skiftnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Bluesky: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://bsky.app/profile/skiftnews.bsky.social⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ X: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://twitter.com/skift⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Subscribe to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@SkiftNews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and never miss an update from the travel industry.

EUVC
E636 | This Week In European Tech with Dan, Mads, Lomax and Ben Prade

EUVC

Play Episode Listen Later Oct 20, 2025 46:11


Welcome to a new episode of the EUVC Podcast, where our good friends Dan Bowyer and Mads Jensen from SuperSeed are joined by Lomax Ward from Outsized Ventures and Ben Prade, investor & operator at Bullhound Capital (the investment arm of GP Bullhound), for an unfiltered look at Europe's venture reality: fundraising pain, secondaries-as-a-service, AI's power hunger, China's “dark factories,” and how Europe unlocks the capital to compete.Ben focuses on deep tech, AI, quantum, and space, and he brings a clear-eyed view on how liquidity, secondaries, and structural headwinds are reshaping the market.

United Public Radio
News On The Flipside 17 days no government Pete kicks out the press out in 8 months 8 peace treaties

United Public Radio

Play Episode Listen Later Oct 18, 2025 201:10


News On The Flipside 17 days still no government Pete kicks the press out of the pentagon Trump 8 months 8 peace treaties . The Fall of Putin Might Have Just Started 10,000 U.S. troops deployed to the Caribbean as vessel strikes continue Two illegal immigrant police officers busted in just 3 months have one thing in common Airport security breach ends fatally Schumer Shrugs Off Poll Favoring GOP Putin Has a New Ukraine Problem: Russia's War Economy Masked Group Intimidates Family Outside Home for 12 Minutes, Police Say Masked Group Intimidates Family Outside Home for 12 Minutes, Chinese Communist Party expels top generals in sweeping military crackdown Stylist arrested for screaming support of Charlie Kirk Assassination Moscow demands construction of 70-mile 'peace bridge' to connect Russia and US Urgent advisory for exotic destination warns of 'criminal gangs' and 'violent crime' BTC 106000 Gunman ambushes wealthy businessman in broad daylight outside his home A Deadly Mistake: Pirates Attack a Warship Instead of a Commercial One Illegal immigrant accused of offering $10K bounties to kill ICE agents on TikTok arrested with loaded gun: DHS Trump eyes $1,000-$2,000 ‘dividend' checks for Americans — and cash will ‘ultimately' come from $1T in tariff revenue. Would you be happy with it?

Alt Goes Mainstream
PGIM's Phil Waldeck - the intersection of insurance and asset management

Alt Goes Mainstream

Play Episode Listen Later Oct 14, 2025 40:03


Welcome back to the Alt Goes Mainstream podcast.Today's episode is with an experienced asset allocator who has operated at the intersection of insurance and asset management throughout his career.We sat down in Prudential's Newark studio with  PGIM's Head of Multi-Asset and Quantitative Solutions, Phil Waldeck. Phil is responsible for nearly $140B in AUM, where the business unit leverages PGIM's deep public and private markets expertise for the purpose of developing customized portfolio solutions to meet insurer and other investors' unique objectives. Phil previously served as Chief Transformation Officer at Prudential, CEO of Prudential's Workplace Solutions Group, and as president of Prudential's retirement business, which comprised of $250B in assets. Phil was also the architect of Prudential's pension risk transfer business, which he grew to over $170B. Phil and I had a fascinating conversation about the intersections between insurance and asset management. We covered:The evolution of how insurers allocate to private markets.The importance of asset liability management.How insurers are leveraging their balance sheet to invest in private markets and collaborate with alternative asset managers.How insurance and asset management interact and the benefits of an integrated platform.How PGIM's $1T in public and private credit informs how they invest.Why insurers are allocating to private credit.Thanks Phil for sharing your perspectives and wisdom on insurance and private markets. We hope you enjoy.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 Message from our Sponsor, Ultimus01:23 Welcome to Alt Goes Mainstream Podcast02:03 Guest Introduction: Phil Waldeck03:29 Insurance and Asset Management Intersection04:51 Understanding Asset Liability Management (ALM)05:41 Liquidity and Private Markets07:08 ALM in Wealth Management10:44 Private Credit and Insurers11:31 Private Credit Flavors and Strategies12:42 Origination and Credit Culture14:32 Talent and Culture at PGIM15:06 Private Credit's Role in the Economy17:01 Borrowers Choosing Private Over Public Credit18:36 Public and Private Credit Blurring Lines19:00 Global Credit Capabilities20:09 Fewer Manager Relationships in Private Markets24:57 Challenges in Private Markets27:02 Underwriting Discipline in Private Credit27:34 Private Credit Market Growth30:22 Global Opportunities in Private Credit31:01 Future of Private Markets31:30 Regulatory Framework and Governance31:57 Educating Investors on Private Markets33:06 Creating the Perfect Private Credit Portfolio33:57 Diversification in Private Credit34:36 Advisors' Role in Private Credit Investing35:07 Wealth Channel Choices and Shelf Space35:53 Farm to Table Analogy in Private Credit37:32 Talent and Scale in Private Credit38:54 Maintaining Culture in Large Firms39:33 Conclusion and Final ThoughtsThe opinions expressed in this podcast are those of the author and do not reflect the views or opinions of PGIM, Inc. PGIM, Inc. is not responsible, endorses nor confirms its accuracy. All trademarks and other intellectual property used or displayed are the ownership of their respective owners. Unless noted otherwise in this podcast, PGIM, Inc. is not affiliated with, nor  endorses any mentioned company or any linked third-party content. PGIM and its affiliates may develop and publish research that is independent of, and different than, the recommendations contained herein. PGIM's personnel other than the author(s), such as sales, marketing and trading personnel, may provide oral or written market commentary or ideas to PGIM's clients or prospects or proprietary investment ideas that differ from the views expressed herein.Editing and post-production work for this episode was provided by The Podcast Consultant.

Long Reads Live
The TradFi-Crypto Fusion Is Here

Long Reads Live

Play Episode Listen Later Oct 8, 2025 10:26


Galaxy Digital just launched Galaxy One — a platform merging crypto, stocks, and yield accounts into a single financial hub. Coinbase is pursuing a banking charter. Stripe and stablecoin issuers are driving a yield war that could upend global banking profits. Standard Chartered warns of $1T in emerging-market capital flight to stablecoins. From TradFi's defensive moves to FinTech's stablecoin play, today's Breakdown explores how the financial system's borders are dissolving before our eyes. Enjoying this content? SUBSCRIBE to the Podcast: https://pod.link/1438693620 Watch on YouTube: https://www.youtube.com/@TheBreakdownBW Subscribe to the newsletter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://blockworks.co/newsletter/thebreakdown⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Join the discussion: https://discord.gg/VrKRrfKCz8 Follow on Twitter: NLW: https://twitter.com/nlw Breakdown: https://twitter.com/BreakdownBW

TD Ameritrade Network
2025 ETF Inflows Set to Hit $1T This Month, Tech & Commodities Lead

TD Ameritrade Network

Play Episode Listen Later Oct 8, 2025 6:16


David Botset examines investor bullishness in international and commodity ETFs, with tech leading recent ETF inflows as well. Gold has seen particular concentration and recently broke the $4,000 level for the first time. David says that 2025 ETF inflows could hit $1T this month.======== 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

Swan Signal - A Bitcoin Podcast
The Debasement Trade: Why Bitcoin Is Winning

Swan Signal - A Bitcoin Podcast

Play Episode Listen Later Oct 3, 2025 66:10


Bitcoin kicks off October pressing against all-time highs near $123,900, setting an exciting tone for Q4Recap of BTC in DC at the Kennedy Center, featuring Michael Saylor, Cynthia Lummis, Adam Back, Pierre Rochard, Jeff Booth, Samson Mow, and many moreKey focus on academia's role in Bitcoin adoption, with examples from Cornell and GW University partnershipsPubKey DC discussed as a future hub for staffers, policymakers, and Bitcoiners in WashingtonMacro landscape: global rate cuts (168 so far this year), stimulus check proposals, stagflation concerns, and every major US index hitting all-time highs alongside Bitcoin“The Debasement Trade”: JP Morgan recognizes the growing move into Bitcoin and gold as hedges against deficits, fiat debasement, and Fed credibility concernsUS gold reserves valued at $1.1T highlight the case for a future Bitcoin Strategic Reserve; panelists debate timing, secrecy, and political willDiscussion on lower Bitcoin volatility as financialization grows, reducing chances of another 80% drawdown and pointing toward steadier climbsDCA vs gold: visualization shows $15K invested since 2020 in Bitcoin would be worth $63K today, highlighting Swan Vault and Swan IRA as easy long-term strategiesDigital Euro and UK digital ID proposals raise serious concerns over freedom and financial control, contrasted with Bitcoin's censorship resistance and self-sovereignty 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.

Quick Charge
EV Apocalypse PART TWO | BMW and Jeep deals, Tesla shareholder revolt

Quick Charge

Play Episode Listen Later Oct 3, 2025


On today's surprising episode of Quick Charge, Tesla had its first good sales quarter in a while as the EV tax credit expiration spiked demand, but a number of big shareholders still want Elon gone! Press play to find out why! We're also highlighting new EV deals from BMW and Jeep – but it's not all rosy news for Stellantis' EV fans. The eagerly anticipated, ultra-fast Banshee edition may never see the light of day. Today's episode is brought to you by Climate XChange, a nonpartisan, nonprofit organization working to help states pass effective, equitable climate policies. The nonprofit just kicked off its 10th annual EV raffle, where participants have multiple opportunities to win their dream EV. Visit CarbonRaffle.org/Electrek to learn more! Source Links Win your dream EV in Climate XChange's 10th Annual Raffle! BMW keeps the good times going with $7,500 off MSRP on all its EVs Jeep vehicles still qualify for the $7,500 EV credit past the deadline, for now Jeep, Dodge maker Stellantis is shelving plans for another EV Tesla (TSLA) announces 497,000 EV deliveries in Q3 Pension funds call to vote down Musk's $1T pay package, replace Tesla board Prefer listening to your podcasts? Audio-only versions of Quick Charge are now available on Apple Podcasts, Spotify, TuneIn, and our RSS feed for Overcast and other podcast players. New episodes of Quick Charge are recorded, usually, Monday through Thursday (most weeks, anyway). We'll be posting bonus audio content from time to time as well, so be sure to follow and subscribe so you don't miss a minute of Electrek's high-voltage daily news. Got news? Let us know!Drop us a line at tips@electrek.co. You can also rate us on Apple Podcasts and Spotify, or recommend us in Overcast to help more people discover the show.

TechCheck
Inside OpenAI's data center hunt 10/3/25

TechCheck

Play Episode Listen Later Oct 3, 2025 7:27


OpenAI may have just unveiled a nearly $1T plan to expand its infrastructure footprint. We take a look behind the scenes where the AI leader has been running a secretive competition to pick data center winners. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Loose Screws - The Elite Dangerous Podcast
Episode 303 - Roy Needs More Sax

Loose Screws - The Elite Dangerous Podcast

Play Episode Listen Later Sep 27, 2025 69:43


#303nd for 25th of September, 2025 or 3311! (33-Oh-Leven, not Oh-Eleven, OH-Leven)http://loosescrewsed.comJoin us on discord! And check out the merch store! PROMO CODEShttps://discord.gg/3Vfap47ReaSupport us on Patreon: https://www.patreon.com/LooseScrewsEDSquad Update:  (Updated by Bloom 9/25)Screwspace - Several conflicts stuck in a pending stateWar in G 218-5 pending but new6A and 7A are in investment/civil liberty, V2151 Cygni is in Boom/Civil LIberty, several other systems are in boom or investment310 Star Systems, controlling 78Musca Dark region UE-W a3-0 - Deep Skrew One is online! I'm looking to push us up to the top spot before continuing my march to IC 2602 Sector ZU-Y d103 - if anyone has bounties they want to deliver 500 LY from home…PowerPlay Update: - Cycle 47Kruger 5's Power Rankings - https://k5elite.com/ Niceygy's Power Points - https://elite.niceygy.net/powerpointsFind out more in the LSN-powerplay-hub forum channel.Galnet Update: https://community.elitedangerous.com/Rackham Seeks clues to HIP 87621 Mystery - aka CG endedSchrodinger's Mining CG did/didn't occurExobiologists Demand Answers as HIP 87621 Grows - Lore UpdateType-11 latest reported buffs:More than doubled mining damage resulting in Increased fragments per second, Increased limpet speed, Increased Controller limpet count from 8 to 14, Increased chance of enriched chunk spawning, Reduced Mining Volley Repeater spreadDev News: T-11 Delayed a Week due to suggestions from Partner Program, of which NONE OF US ARE, FDEV, LOOKING AT YOU BRABEN!Renaming your ACCT is live for 500 ARXMining CG consequently Delayed a Week - T11 paint job among the prizes for 1T of Platinum/Painite/OsmiumDiscussion:New ship power creep, good, bad, indifferent? Community Corner:CMDR Sulu storyCMDR Chiggy storySpecial premiere / sneak peek of ‘Roy's Stories - The Musical'https://suno.com/s/3yU6sv1b8AFaYU1N

Alternative Visions
Alternative Visions- US Consumer Spending in Big Trouble as Fed Cuts Rates

Alternative Visions

Play Episode Listen Later Sep 23, 2025 57:56


 Consumer spending = 2/3s US economy but now hitting a wall. After tax wages down 50% in 2025 from 2024. Botton 1/3 households income gains lowest since 2016.  Top 10% households (>$250k/yr) now account for 49% of all consumer spending. Will worsen as unemployment surges, inflation resumes, and $1T in health ACA & Medicaid subsidies for 22.4m ends. Why Fed 0.25% token rate cut won't help. Show next discusses how US presidents become multimillionaires after they leave office. And why Trump & the Empire now shifting tariff and sanctions policies toward India and the BRICS. (Next week: what's the Empire's 'Clean Break' policy shift recommendations about?)

The Bitcoin Frontier
The new psychology of a $2T bitcoin market with James Check

The Bitcoin Frontier

Play Episode Listen Later Sep 23, 2025 70:12


James Check (aka Checkmate) is the co-founder of Checkonchain and one of the leading voices making onchain data accessible for everyday bitcoiners. Known for his ability to turn complex charts into compelling stories, James blends his engineering background with market analysis to help people see human behavior imprinted in bitcoin's ledger. In this episode, James joins The Bitcoin Frontier to share why realized cap is one of the most powerful adoption metrics, how to interpret profit and loss across holders, and what onchain data is saying about the current cycle. We dig into the role of ETFs and treasury companies, the impact of derivatives on market structure, and why the future of onchain analytics remains deeply human.SUPPORT THE PODCAST: → Subscribe → Leave a review → Share the show with your friends and family → Send us an email: podcast@unchained.com→ Learn more about Unchained: https://unchained.com/?utm_source=you... → Book a free call with a bitcoin expert: https://unchained.com/consultation?ut...TIMESTAMPS: 0:00 – Intro & why onchain data matters for bitcoin 1:30 – Buying the 2017 top, engineering background & finding bitcoin 4:50 – Realized cap, cost basis, and why it just crossed $1T 7:30 – From civil engineering to onchain analysis 10:00 – Orange pill moments, macro influences, and early metrics 12:40 – Human behavior, fear & greed mapped onchain 15:00 – Turning raw data into stories people understand 18:00 – State of the market in 2025: leverage, ETFs, and demand 22:00 – Cycles, late-stage dynamics & institutional flows 26:00 – Rethinking market cycles: the three-cycle structure 31:00 – Sell-side pressure, hodlers, and ETF dynamics 35:00 – Are ETFs and treasury companies changing onchain analysis? 40:00 – Profit, loss, and building decision frameworks for different price scenarios 46:00 – Key support zones: 110K, 90K, and Sailor's liquidation line 49:00 – Derivatives, ETFs, and how flows shape volatility 54:00 – Risks of leverage, banks entering, and future fireworks 58:00 – Rapid fire: desert island metrics, entry point for retail, and data wish list 1:02:00 – The Australian bitcoin community & grassroots conferences 1:05:30 – The future of onchain analytics, AI, and Checkonchain's next reportWHERE TO FOLLOW US: → Unchained X: https://x.com/unchained → Unchained LinkedIn:   / unchainedcom  → Unchained Newsletter: https://unchained.com/newsletter → James Check's Twitter: https://x.com/_Checkmatey_ → Connor Dolan's Twitter:

Acquisitions Anonymous
How a Horse Training School Built a Massive Social Media Following

Acquisitions Anonymous

Play Episode Listen Later Sep 16, 2025 31:47


In this episode, the hosts dive into a highly profitable farrier school in Idaho with strong margins, lifestyle perks, and a YouTube-famous founder—but its future hinges on whether the influencer behind it stays involved.Business Listing – https://www.bizbuysell.com/business-opportunity/equestrian-industry-school/2397257/Welcome to Acquisitions Anonymous – the #1 podcast for small business M&A. Every week, we break down businesses for sale and talk about buying, operating, and growing them.

HyperChange
Tea & Tesla ⚡

HyperChange

Play Episode Listen Later Sep 15, 2025 14:51


Tesla stock is RIPPING to $420 per share today as news comes out that Elon Musk purchased $1B of stock on the open market. Excitement is surging ahead of the shareholder meeting in November, and Elon's new $1T compensation package. In addition to Elon getting back onboard, Robotaxi has been expanding and Megablock was just announced. Join me as I sip tea and scheme on the latest Tesla stock news!! Tesla Master Plan part 4: https://www.tesla.com/master-plan-part-4Tea & Tesla #1: Elon Buys $1B of Stock0:00 Tesla Stock hits $420!0:40 Elon Buys $1B of Tesla Stock1:25 Elon hasn't been paid since 2018…2:01 New $1T pay package for Elon from Tesla9:54 My thoughts on Tesla stock13:24 Tesla Energy Growth & MegabuckMy X:   / gfilche  HyperChange Patreon :)   / hyperchange   Disclaimer: I'm long Tesla stock. This is not financial advice.

Daily Stock Picks

I answered a lot of questions this weekend. But if you want to know what I'm doing with my money - JUST LISTEN. If you want more details, join the paid subscribers on the newsletter, but this podcast is more about teaching than it is following me. I know from the audience growth, the people who have purchased the tools and developed their own system - THIS WORKS! Here are the links to all the sales: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TRENDSPIDER - The best charting software EVER - just over $50/month with my link ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Tech Talk Y'all
NASA vs. China, Bots vs. Truth, and Lyft's Swagger Wagons

Tech Talk Y'all

Play Episode Listen Later Sep 13, 2025 39:44


Brought to you by TogetherLetters & Edgewise!In this episode: Tesla changes meaning of 'Full Self-Driving', gives up on promise of autonomyMusk's $1T pay package is full of watered-down versions of his own broken promisesLyft's first ‘robotaxis' are live in AtlantaAmazon's Zoox jumps into U.S. robotaxi race with Las Vegas launchInterim NASA head tells agency that it will beat China back to the moonUndersea cables cut in the Red Sea, disrupting internet access in Asia and the MideastGoogle reframes its statements about the "rapid decline" of the open webSam Altman says that bots are making social media feel 'fake'Grok can rewrite Wikipedia to remove falsehoods and add missing context: Elon MuskVirginia Tech adopts artificial intelligence into the admissions process“AI Inbreeding,” The Phenomenon Threatening Artificial IntelligenceOpenAI and Microsoft reach tentative deal to revise partnershipOpenAI Realignment to Give Nonprofit Over $100 Billion Stake - BloombergEx-WhatsApp cybersecurity executive says Meta endangered billions of users in new suit

Look Forward
They Don't Care about Charlie Kirk (Political Violence, Epstein Drawing, Hyundai ICE Raid) | Ep424

Look Forward

Play Episode Listen Later Sep 12, 2025 70:29 Transcription Available


This week on Look Forward, the guys return to discuss the death of rightwing hatemonger Charlie Kirk, the right and left's reaction to his murder, Trump's drawing to Jeffrey Epstein is as gross as you'd assume, Telsa's board of directors doesn't learn basic lessons, Bad Bunny sets the tone for how artists should treat the United States under Trump, Hyundai has its plant raided by ICE thanks to GOP Congressional candidate, GOP toss the filibuster for a special purpose, did Donald Trump have a stroke?, and much more.Big TopicCharlie Kirk was killed while hosting a Turning Point event at a Utah collegeThe Keystone Cops are on the case!Right wingers unsurprisingly out for blood despite their rhetoric leading to thisBomb threatsThe free speech advocates are at it again!Why the Right doesn't actually care about Charlie Kirk's deathNews You NeedTrump letter to Epstein released to public alongside several other gross letters from the birthday bookAnd yet the Senate blocks the files from releasingTesla looks to try to light $1T on fireBad Bunny excluded US from next tour because he thinks ICE would stakeout his showsA Wretched Hive of Scum and VillainyHyundai and LG plants in Georgia raided resulting in hundreds of South Koreans being sent home, and SK is pissedGOP erodes yet another filibuster tradition to keep their nominees from being slow-movedFast Corruption and Faster Screw-UpsDid Trump have a stroke?

Acquisitions Anonymous
Would You Risk Millions on This IV Clinic Franchise?

Acquisitions Anonymous

Play Episode Listen Later Sep 9, 2025 27:55


In this episode, the hosts dissect a $12M IV therapy franchise deal in oil-rich Midland, Texas—and uncover a mix of sketchy math, questionable branding, and a saturated niche market.Welcome to Acquisitions Anonymous – the #1 podcast for small business M&A. Every week, we break down businesses for sale and talk about buying, operating, and growing them.

Acquisitions Anonymous
The $2M Gun Range Deal: Worth It or a Trap?

Acquisitions Anonymous

Play Episode Listen Later Aug 29, 2025 23:03


In this episode, the hosts analyze a Colorado gun range and retail shop listed at $2M, diving into regulatory risks, slim margins, and whether the business is worth its heavy inventory investment.Business Listing – https://www.tworld.com/agents/charleymitchell/listings/turnkey-and-established-gun-range-and-shopWelcome to Acquisitions Anonymous – the #1 podcast for small business M&A. Every week, we break down businesses for sale and talk about buying, operating, and growing them.

Acquisitions Anonymous
$550K Profit Just Doing Paperwork? This Deal Has Us Shocked

Acquisitions Anonymous

Play Episode Listen Later Aug 22, 2025 25:18


In this episode, the hosts dive into a lean, high-margin FDA compliance service business with outsourced operations and uncover whether it's a sustainable gem or a ticking regulatory time bomb.Business Listing – https://quietlight.com/listings/16053420/Welcome to Acquisitions Anonymous – the #1 podcast for small business M&A. Every week, we break down businesses for sale and talk about buying, operating, and growing them.

Thoughtful Money with Adam Taggart
Wall Street Is Now Dumping It's Junk On The Regular Investor | Lance Roberts

Thoughtful Money with Adam Taggart

Play Episode Listen Later Aug 16, 2025 106:20


Wall Street exists to sell us its products.And right now, retail investors are so greedy that they're buying whatever they can get their hands on.So this is a "bonanza" time for Wall Street, says portfolio manager Lance Roberts, which is happily selling us all of the junk it ever wanted to unload.Prices may continue for a good while longer, but be warned, says Lance: history is clear that periods of indiscriminate buying like this always end in tears.For everything that mattered to markets this week, watch this weekly Market Recap.WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com#marketcorrection #speculation #stocks 0:00 - Markets near all-time highs, ignoring economic slowdown1:56 - High speculation reminiscent of 1999 and 20213:22 - Concerns about young investors taking excessive risks6:26 - High valuations and narrow moats in new IPOs like FIG11:32 - Brent Johnson echoes correction risk by September18:44 - Earnings growth concentrated in tech and major banks21:26 - Tech earnings driven by capex, potential for crest28:23 - Record insider selling and $1.1T share buybacks in 202535:05 - Rotation into healthcare, Buffett's United Healthcare stake 48:14 - Simplevisor platform for DIY investors and managed portfolios58:44 - Retail sales data shows economic slowdown1:03:05 - Fed likely to cut rates in September, market expects three cuts1:16:22 - Life was hard historically, affluenza saps younger generations1:24:26 - Parents enabling affluenza, need to foster resilience1:37:34 - Risk of home price decline if supply glut hits market_____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It's important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer's unique goals, needs & risk tolerance.IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security's or a firm's past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2025 Thoughtful Money LLC. All rights reserved.

Acquisitions Anonymous
Why This Once-$22M Flatpack Furniture Company Is Worth Almost Nothing Now

Acquisitions Anonymous

Play Episode Listen Later Aug 15, 2025 29:41


In this episode, the hosts dissect a distressed e-commerce furniture supplier deal selling near working capital value, debating whether falling revenues, marketplace dependence, and margin mystery leave any room for a profitable turnaround.Business Listing – https://sunbeltbusinessadvisors.na1.echosign.com/public/esignWidget?wid=CBFCIBAA3AAABLblqZhBlhdGFxx3mqBCvFivLTWiYVRhy79ufoVFC-anF9an9FqncoIGMVsReaFLOLRWxL-k*Sponsored by:Heron Finance – build a personalized private credit portfolio for steady monthly income—without the market rollercoaster. In minutes, take a quiz, see your custom plan, and invest in 12+ top-tier funds from managers like Ares, Apollo, and KKR, overseeing $1T+ with loss rates under 0.5%. Higher returns than bonds, lower volatility than stocks—start earning today at https://www.HeronFinance.com.Capital Pad – The modern back office for dealmakers. Capital Pad helps acquisition entrepreneurs, searchers, and private equity firms streamline deal tracking, investor updates, and portfolio management — all in one easy-to-use platform. Explore more at https://www.capitalpad.com.The team reviews “Project Assembly,” a branded ready-to-assemble furniture supplier with a proprietary product line and strong e-commerce distribution through Amazon, Lowe's, Home Depot, Target, and Wayfair. Once generating $22M in revenue, the company has seen a four-year slide to $9.4M, though gross margins have oddly improved from 19% to 32% despite the drop. The deal is being marketed at roughly $3.8M — close to the estimated book value of its working capital — making it feel more like a liquidation opportunity than a healthy going concern.Key Highlights:- Asking price: ~$3.8M, pegged to working capital value.- Revenue decline: $22M in 2020 → $9.4M in 2024.- 98% marketplace e-commerce sales via major retailers.- Gross margins increased from 19% to 32% despite shrinking sales.- Marketplace algorithm ranking & Chinese competition as potential killers.Subscribe to weekly our Newsletter and get curated deals in your inboxAdvertise with us by clicking here Do you love Acquanon and want to see our smiling faces? Subscribe to our Youtube channel. Do you enjoy our content? Rate our show! Follow us on Twitter @acquanon Learnings about small business acquisitions and operations. For inquiries or suggestions, email us at contact@acquanon.com

Kasie DC
New CBO estimate says Trump's megabill expected to cost $4.1T

Kasie DC

Play Episode Listen Later Aug 5, 2025 37:06


New CBO estimate says Trump's megabill expected to cost $4.1T