POPULARITY
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
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
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
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)
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
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
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
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.
Hey, Alex here! Quick note, while preparing for this week, I posted on X that I don't remember such a quiet week in AI since I started doing ThursdAI regularly, but then 45 min before the show started, Kimi dropped a SOTA oss reasoning model, turning a quiet week into an absolute banger. Besides Kimi, we covered the updated MCP thinking from Anthropic, and had Kenton Varda from cloudflare as a guest to talk about Code Mode, chatted about Windsurf and Cursor latest updates and covered OpenAI's insane deals. Also, because it was a quiet week, I figured I'd use the opportunity to create an AI powered automation, and used N8N for that, and shared it on the stream, so if you're interested in automating with AI with relatively low code, this episode is for you. Let's dive inThursdAI - Recaps of the most high signal AI weekly spaces is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber.Kimi K2 Thinking is Here and It's a 1 Trillion Parameter Beast! (X, HF, Tech Blog)Let's start with the news that got everyone's energy levels skyrocketing right as we went live. Moonshot AI dropped Kimi K2 Thinking, an open-source, 1 trillion-parameter Mixture-of-Experts (MoE) model, and it's an absolute monster.This isn't just a numbers game; Kimi K2 Thinking is designed from the ground up to be a powerful agent. With just around 32 billion active parameters during inference, a massive 256,000 token context window, and an insane tool-calling capacity. They're claiming it can handle 200-300 sequential tool calls without any human intervention. The benchmarks are just as wild. On the Humanities Last Exam (HLE), they're reporting a score of 44.9%, beating out both GPT-5 and Claude 4.5 Thinking. While it doesn't quite top the charts on SWE-bench verified, it's holding its own against the biggest closed-source models out there. Seeing an open-source model compete at this level is incredibly exciting.During the show, we saw some truly mind-blowing demos, from a beautiful interactive visualization of gradient descent to a simulation of a virus attacking cells, all generated by the model. The model's reasoning traces, which are exposed through the API, also seem qualitatively different from other models, showing a deep and thoughtful process. My co-hosts and I were blown away. The weights and a very detailed technical report are available on Hugging Face, so you can dive in and see for yourself. Shout out to the entire Moonshot AI team for this incredible release!Other open source updates from this week* HuggingFace released an open source “Smol Training Playbook” on training LLMs, it's a 200+ interactive beast with visualizations, deep dives into pretraining, dataset, postraining and more! (HF)* Ai2 launches OlmoEarth — foundation models + open, end-to-end platform for fast, high-resolution Earth intelligence (X, Blog)* LongCat-Flash-Omni — open-source omni-modal system with millisecond E2E spoken interaction, 128K context and a 560B ScMoE backbone (X, HF, Announcement)Big Tech's Big Moves: Apple, Amazon, and OpenAIThe big companies were making waves this week, starting with a blockbuster deal that might finally make Siri smart. Apple is reportedly will be paying Google around $1 billion per year to license a custom 1.2 trillion-parameter version of Gemini to power a revamped Siri.This is a massive move. The Gemini model will run on Apple's Private Cloud Compute, keeping user data walled off from Google, and will handle Siri's complex summarizer and planner functions. After years of waiting for Apple to make a significant move in GenAI, it seems they're outsourcing the heavy lifting for now while they work to catch up with their own in-house models. As a user, I don't really care who builds the model, as long as Siri stops being dumb!In more dramatic news, Perplexity revealed that Amazon sent them a legal threat to block their Comet AI assistant from shopping on Amazon.com. This infuriated me. My browser is my browser, and I should be able to use whatever tools I want to interact with the web. Perplexity took a strong stand with their blog post, “Bullying is Not Innovation,” arguing that user agents are distinct from scrapers and act on behalf of the user with their own credentials. An AI assistant is just that—an assistant. It shouldn't matter if I ask my wife or my AI to buy something for me on Amazon. This feels like a move by Amazon to protect its ad revenue at the expense of user choice and innovation, and I have to give major props to Perplexity for being so transparent and fighting back.Finally, OpenAI continues its quest for infinite compute, announcing a multi-year strategic partnership with AWS. This comes on top of massive deals with NVIDIA, Microsoft, Oracle, and others, bringing their total commitment to compute into the trillions of dollars. It's getting to a point where OpenAI seems “too big to fail,” as any hiccup could have serious repercussions for the entire tech economy, which is now heavily propped up by AI investment. Sam has clarified that they don't think OpenAI wants to be too big to fail in a recent post on X, and that the recent miscommunications around the US government backstopping OpenAI's infrastructure bailouts were taken out of context.
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.
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/
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
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.
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.
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?
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.
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
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
Fresh off another record-breaking week for precious metals, Cory Fleck and Shad Marquitz dive into the numbers behind this historic rally and what it means for valuations, exploration plays, and investor strategy going forward. Key Topics Historic run: Gold has surged past $4,000/oz, rising seven straight weeks and up nearly 20% since late September. GDX and GDXJ have both outperformed gold, up over 120–140% YTD, while silver has gained roughly 50% in the last four months. Valuation discipline: With miners flying, Cory and Shad unpack how to assess value at these levels - using economic studies, considering NPV sensitivity, realistic spot price assumptions, and peer comps by deposit size and jurisdiction. They also flag red flags in “financial engineering” where low CapEx hides high sustaining costs. Exploration risk & reward: Exploration money is flowing again, but investors should stay selective. In today's bull market, 300–400 gram-meter hits are the new standout threshold. Companies chasing multiple targets have the best odds of a true new discovery win. M&A reality: Global deal value is up 15% this year to $1.1T, but mining takeovers remain concentrated among majors and mid-tiers. Not every junior will be bought - teams that can build mines should outperform those just waiting for takeouts. Portfolio strategy: After nine straight up weeks for GDX, Cory and Shad emphasize taking partial profits, managing concentration, and rotating some gains into other resource sectors. Trim into strength - and always have a plan beyond “waiting for a buyout.” Stocks / ETFs mentioned: GDX, GDXJ, SILJ, EQX.TO / EQX (Equinox Gold), GMIN.TO (G Mining Ventures) ----------------- For more market commentary & interview summaries, subscribe to our Substacks: The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/ Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.
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.
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.
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.
Tesla just revealed a $1 TRILLION compensation package for Elon Musk, and hidden in the details is a shocking admission: they're done competing in traditional automotive. This isn't about cars anymore.In this deep dive, we break down Tesla's Master Plan Part 4, expose why their vehicle delivery targets are suspiciously low, analyze the Cybertruck's production disaster, and reveal what the death of the Dojo supercomputer really means. From 67,500 NVIDIA H100 chips to the rise of Tesla's China operations, we connect the dots everyone else is missing.We cover: The unprecedented $1T compensation structure and its 12 market cap milestones, why 20 million vehicle deliveries over 10 years is laughably achievable, the Cybertruck's 46,000 deliveries versus 2 million pre-orders, Tesla's 4680 battery cell yield problems after 3 years, the cancelled Model 2/Q and what it means for affordable EVs, Dojo's shutdown and the real AI strategy, why humanoid robots and Robotaxis are now equal to car sales, the Model YL launch in China and Tesla's strategic pivot to Asian manufacturing, and what this all means for NIO investors and the broader EV market.This is the analysis Wall Street isn't giving you. Whether you're invested in Tesla, NIO, or just watching the EV revolution unfold, this changes everything.tesla stock,elon musk,tesla news,tesla compensation package,ev stocks,nio stock,electric vehicles,tesla cybertruck,tesla fsd,master plan part 4,tesla ai,robotaxi,cybercab,optimus robot,tesla china,ev investing,stock market analysis,tesla model y,nio vs tesla,ev news 2025,tesla gigafactory,autonomous driving,humanoid robots,tesla dojo,nvidia,electric car news,tesla delivery numbers,ev market,courtside financial,obi courtside,tesla analysis,stock analysis,ev industryTAGS (500 Characters):
#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
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?)
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:
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.
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.
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.
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
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
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?
Join Jim Stromberg on Trading Tips with Jim, where he breaks down the stock market with no fluff! In Week 38, Jim dives into his $1,000 challenge—growing it to $4,273 with NIO—and why he's sticking with it despite their cash raise. Are markets set for a 2% dip? Will China's $1T debt crisis shake things up? Plus, get Jim's top picks: dividend stocks like Pepsi, Coca-Cola, and Norway's high-yield tankers. Don't miss expert insights to make smarter trades! Subscribe, hit the bell, and watch now to stay ahead of the market. #StockMarket #TradingTips #InvestingTimestamps: 0:00 Intro 1:20 $1,000 Challenge Update 3:45 China Debt Impact 6:10 Dividend Stocks to Hedge Risk 8:30 Week 38 Market Outlook
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.
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.
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.
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.
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.
PPAI's new CEO Drew Holmgreen reframes promo as a marketing channel, not tchotchkes. Learn his agency-driven vision, $1T+ economic impact study & how AI wins deals in 2025.
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.
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.
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
“In the international space, tariffs matter,” but not as much as they do in the U.S., Ken Ryan argues. He reiterates the need for international diversification as many foreign companies have no U.S. exposure and “very attractive valuations.” He highlights opportunities in Europe's $1T spending aims and in Japan's corporate governance reform. Ken particularly likes Taiwan Semiconductor (TSM), calling it “THE core company” in the AI industry, along with Siemens Energy (SMNEY).======== 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
New CBO estimate says Trump's megabill expected to cost $4.1T
Was Bitcoin created to liberate humanity from banks—or is it the ultimate tool for financial surveillance? We dissect Satoshi Nakamoto's mysterious origins, the CIA links in early blockchain development, and the alarming concentration of 97% of Bitcoin in just 4% of wallets. Who really controls this $1T market? Explore theories of a "controlled demolition" of fiat currency, BlackRock's sudden crypto embrace, and the energy wars fueling mining farms. Is decentralized money a utopian dream... or a dystopian trap designed by the same elites it claims to defy? Follow the digital breadcrumbs.
How do the savviest investors navigate today's uncertainty? Jon Gray, President of Blackstone, one of the world's most successful asset management firms, shares the timeless principles that helped grow the firm from under $1B to over $1T in assets. He reveals how to spot great businesses, invest with conviction, and think decades ahead. This episode is a masterclass in building lasting wealth—especially in turbulent and uncertain times. This is a rare window into the mindset of someone who's helped shape a trillion-dollar investing firm.Whether you're new to investing or a seasoned pro, this conversation will sharpen how you think.
We're joined by a very special guest, Solana founder Anatoly Yakovenko for a wide-ranging conversation on crypto, tech, and what's next. He breaks down the “punks, hoodies, suits” cycle, why AI is just a product while crypto is a movement, and how stablecoins are quietly driving global USD adoption. He shares his $1T stablecoin prediction, explains the Solana phone's goal to challenge app store monopolies, and argues that crypto's future lies not in mass adoption, but in serving a small group of high-value users.Chapters:00:00 Intro & Anatoly's Backstory03:20 Crypto's Evolution: Punks, Hoodies, and Suits07:00 Bitcoin, Meme Investing, and the Value of Ideas12:00 Meme Coins: Infrastructure and Insanity17:45 Why Build a Crypto Phone? Platform Wars Explained24:00 Talent, Incentives, and the Crypto Dilemma30:00 Stablecoins, Dollar Hegemony, and Global Finance39:50 The Punks Are the Bankers Now41:10 The Internet, Extremes, and the Death of Truth49:00 Engagement, Incentives, and the Future of Platforms52:20 Are the Punks Too Rich to Care?54:30 Wrap-Up: Bold Predictions and Where Crypto Goes NextWe're also on ↓X: https://twitter.com/moreorlesspodInstagram: https://instagram.com/moreorlessSpotify: https://podcasters.spotify.com/pod/show/moreorlesspodConnect with us here:1) Sam Lessin: https://x.com/lessin2) Dave Morin: https://x.com/davemorin3) Jessica Lessin: https://x.com/Jessicalessin4) Brit Morin: https://x.com/brit
Today's blockchain and cryptocurrency news Bitcoin is down half a percent at $107,294 Eth is down half a percent at $2,440 XRP, is down half a percent at $2.17 proposed crypto tax amendment left out of Big Beautiful Bill Arizona Gov vetoes Bitcoin and digital asset reserve fund over fine print CEX volume drops $1T in June Bit Digital raises $163M for ETH treasury. Learn more about your ad choices. Visit megaphone.fm/adchoices
Head-ON with Roxanne Kincaid – June 30, 2025 From Cornpone Curtain to New Frontier
Donate (no account necessary) | Subscribe (account required) Join Bryan Dean Wright, former CIA Operations Officer, as he breaks down today's biggest stories shaping America and the world. Trump Heads to the Middle East: Trillions in Deals, Controversy in the Skies – President Trump begins his foreign trip with stops in Saudi Arabia, the UAE, and Qatar. Topics range from $1T in U.S. investments and Saudi nuclear energy to advanced AI chips and Middle East peace talks. Controversy erupts over Qatar's offer to gift Trump a $400M Boeing 747, possibly violating the Constitution's Emoluments Clause. Gaza Governance and a Possible Hostage Release – Rumors swirl that Trump may announce a U.S.-led interim government for Gaza. Meanwhile, Hamas is expected to release the last American hostage in Gaza this week, with unknown concessions. Prescription Drug Reform Is the Big Announcement – Trump officially unveils a plan to slash U.S. drug prices by tying Medicare reimbursements to international price levels, potentially cutting costs by 80%. But lawsuits and bipartisan resistance could derail the move unless legislation passes. U.S. and China Reach Tentative Trade Reset – Talks in Switzerland yield “substantial progress,” according to Treasury Secretary Bessent. Trump proposes a new 10% baseline tariff but demands strict enforcement to curb Chinese cheating, fentanyl trafficking, and cyber intrusions. Universities Under Scrutiny for Foreign Cash – Trump's DOE launches a probe into the University of Pennsylvania for failing to disclose foreign donations. Over $30B in foreign funds poured into U.S. universities during the Biden years, with China, Saudi Arabia, and Germany topping the list. ICE Facility Brawl Leads to Possible Arrests of House Democrats – Two congresswomen could face charges after physically assaulting officers at a Newark ICE detention center. The incident, caught on video, also boosts the political profile of Newark's mayor, who was arrested during the scuffle. "And you shall know the truth, and the truth shall make you free." - John 8:32