Podcasts about 200b

Send us a textA half point can change behavior, but real affordability is still a math problem. We dig into the noise and the numbers around two big headlines: a $200B directive for Fannie Mae and Freddie Mac to buy mortgage‑backed securities, and a move to limit large institutional buyers from competing for single‑family homes. With mortgage pro John Hudson and investor‑broker Colin Corrington, we unpack what might actually move payments, supply, and buyer psychology—and what's just selling sizzle.We break down how added MBS demand can nudge rates lower and why that effect is likely modest and delayed. Then we zoom out to the cost stack that really strains buyers: rising property taxes, spiking homeowners insurance, and consumer debts that outweigh latte math. You'll hear practical strategies that beat chasing price cuts—maximizing seller concessions to buy your rate down, using closing credits to reduce cash‑to‑close, and tapping down payment assistance programs many lenders never promote. We also challenge the “Wall Street bought all the homes” myth with data showing mom‑and‑pop owners dominate single‑family rentals, and we explore where a targeted curb could help or harm, especially in concentrated metros.If you're a first‑time buyer, a seller weighing incentives, or an agent advising clients, this conversation is a playbook: structure smarter deals, set sane expectations, and focus on the only number that matters—your monthly payment. Forget timing the market. Marry the house, date the rate, and engineer a plan that works today with room to refinance tomorrow.Enjoyed the conversation? Subscribe, share with a friend, and leave a quick review to help more people find the show. Tell us: what's your biggest hurdle to buying right now?Support the showKey Factors Podcast is Powered by LoanBot.com Host: Mark Jones | Sr. Loan Officer | NMLS# 513437 If you would like to work with Mark on your next home purchase or as a partner visit iThink Mortgage.

This could open up homebuying for millions of Americans. The question is: Is it worth it? A new housing proposal from the Trump administration adds yet another lever that first-time buyers can pull to pay for their first house. But it's got financial advisors sweating.  We're back with another headline episode, talking about recent moves shaking up the housing market. First, some good news from Redfin that shows the housing market is actually getting more… affordable? That's right. A substantial decline in housing costs may be just the start as homebuyer purchasing power grows year over year. We're on the right track…but will it continue? Next, why mortgage rates went back up after Trump's proposed $200B bond-buying exercise—when many expected rates to keep falling. Using a 401(k) to buy a home? One new proposal could make it penalty-free, opening up access to hundreds of thousands of dollars for average Americans. Finally, the big investor ban begins, but here's what the actual executive order says. In This Episode We Cover Penalty-free 401(k) down payments? The On the Market panel is sharply divided Affordability sees a massive win, but will it keep improving? Why mortgage rates didn't keep declining after Trump's $200B bond purchase proposal President Trump signs the long-awaited big investor ban—but will it actually change anything for homebuyers? And So Much More! Links from the Show Join the Future of Real Estate Investing with Fundrise Join BiggerPockets for FREE Join us at the BiggerPockets Conference October 2-4 in Orlando. Buy tickets Sign Up for the On the Market Newsletter Find Investor-Friendly Lenders On the Market 392 - Trump's Housing Proposals Could Work, There's Just One Problem Redfin: Monthly Housing Costs Start the Year Down 5%, the Biggest Decline in Over a Year Reuters: Trump's mortgage-backed bond purchases not moving needle on housing costs HousingWire: Tapping a 401(k) for homeownership is risky business, experts say TIME: Trump Is Moving to Bar Wall Street Firms From Buying Single-Family Homes. Dave's BiggerPockets Profile Henry's BiggerPockets Profile James' BiggerPockets Profile Kathy's BiggerPockets Profile Grab Dave's Book, "Real Estate by the Numbers" Check out more resources from this show on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠BiggerPockets.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.biggerpockets.com/blog/on-the-market-394 Interested in learning more about today's sponsors or becoming a BiggerPockets partner yourself? Email ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠advertise@biggerpockets.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Learn more about your ad choices. Visit megaphone.fm/adchoices

Big headlines make it sound like housing is about to change overnight — but will it?In this episode of the Not Your Average Investor Show, JWB Co-Founder Gregg Cohen and host Pablo Gonzalez break down two major headlines: President Trump's proposed “Wall Street ban” on single-family rentals, and the historic move directing the GSEs to buy $200B of mortgage-backed securities.They'll explore:- The real share institutional investors have in single-family homes- How a proposed ban would actually affect affordability and supply- What the $200B MBS move signals for mortgage rates and the market- Why these policies feel very different depending on where you investIf you've been wondering whether these headlines signal opportunity, risk, or just more noise, you won't want to miss this one.Listen NOW!Chapters:00:00 Introduction and Headlines Overview01:33 Welcome to the Not Your Average Investor Show02:03 Big News: Not Your Average Investor Summit02:23 Jacksonville's Mayor Joins the Summit04:54 Jacksonville Population Growth vs. Home Sales09:54 Trump's Proposal on Institutional Investors10:58 Debunking the Institutional Investor Myth13:14 Institutional Investors' Impact on the Housing Market18:40 Detailed Breakdown of Housing Units and Ownership23:29 Conclusion: Minimal Impact of Potential Ban25:38 Institutional Investors and Housing Affordability26:33 The Role of Institutions in the Housing Market27:24 Challenges and Solutions in Home Building31:02 Q&A: Jacksonville's Housing Market32:35 Summit Preview and State of the Union39:15 Government Policies and Mortgage Rates53:19 Conclusion and Final ThoughtsStay connected to us! Join our real estate investor community LIVE: https://jwbrealestatecapital.com/nyai/Schedule a Turnkey strategy call: https://jwbrealestatecapital.com/turnkey/ *Get social with us:*Subscribe to our channel  @notyouraverageinvestor  Subscribe to  @JWBRealEstateCompanies  

Trump pulls no punches. From Europe's dependence on Russian energy to billions lost in Ukraine, this episode breaks down what's really going on in global geopolitics.

President Trump announced a plan to deploy $200 billion from Fannie Mae and Freddie Mac into mortgage-backed securities — a move designed to push mortgage rates lower and improve housing affordability. In this episode of Tom's Take, I break down how mortgage bonds actually impact rates, why we briefly saw rates dip below 6%, and what this could mean for buyers and sellers heading into 2026. We'll also cover why this may be short-term relief, what to watch with inventory and competition, and why early movers often have an advantage when rates shift before the crowd reacts.

Is Trump “crazy” over Greenland — or is this what happens when you finally follow the money?

What happens when a state stops enforcing the law — and allies refuse to act like allies? ⚠️ In this explosive episode, Tara exposes two crises colliding at once:

Let's break down Trump's proposed $200 billion purchase of mortgage-backed securities and what it could mean for the U.S. housing market, mortgage rates, and the broader economy - among other things we discuss in this podcast.We discuss how large-scale government intervention in mortgage bonds could impact:Home prices and affordabilityMortgage rates and lending conditionsInvestors, homeowners, and first-time buyersLong-term market stabilityWhether you're a real estate investor, homeowner, or simply trying to understand where the housing market may be headed, this conversation explores the real-world consequences behind the headlines.NOT INVESTMENT, FINANCIAL, LEGAL OR TAX ADVICE#realestate #realestateinvesting #trump #news

Donald Trump “truths” about housing. Mortgage rates. Institutional investors. And what it actually means for DFW real estate without the hype. In this episode, Todd breaks down Trump's latest statements on housing affordability and explain what's real, what's possible, and what homeowners and buyers in Dallas Fort Worth should actually pay attention to. Here's what we cover

#751 What if your credit card points could take you farther — literally? In this episode, host Brien Gearin sits down with Jay Reno, founder and CEO of Pointhound, a company revolutionizing how we use credit card points to book flights. Jay shares his entrepreneurial journey, from launching a VC-backed furniture rental startup to building Pointhound after discovering the hidden value in points most people waste. He explains how his search engine helps travelers find the best flight deals using points — sometimes turning 100,000 points into a $6,000 business class ticket. You'll learn how to choose the right cards, optimize your everyday spending, and avoid the biggest mistakes people make when redeeming rewards. If you've got points sitting around, this episode could change how you travel forever! (Original Air Date - 5/27/25) What we discuss with Jay: + Why most people waste credit card points + How Pointhound finds 10x flight value + Best cards for transferable points + Manual MVP before building tech + How Jay earned 20M+ points at Feather + Using points for business class flights + Personalized flight deal emails + How Pointhound makes money + $200B in unused points annually + Plans to scale to 100M+ users Thank you, Jay! Check out Pointhound at ⁠Pointhound.com⁠. Follow Jay on ⁠Instagram⁠ and ⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠. Watch the ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠video podcast⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ of this episode! To get access to our FREE Business Training course go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠MillionaireUniversity.com/training⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ To get exclusive offers mentioned in this episode and to support the show, visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠millionaireuniversity.com/sponsors⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Learn more about your ad choices. Visit megaphone.fm/adchoices

Las Fiestas de la Calle San Sebastián rompen récord: asistencia, montaje “tipo Choli” y $94M de impacto en 4 días, directo del alcalde de San Juan por videollamada. Luego, con Carlos Feliciano (CAF Investments), aterrizamos lo que implica poner tope de 10% a las tarjetas de crédito, la compra de $200B en bonos hipotecarios, la reforma contributiva en PR (tablas nuevas, capital gains al 4%, IRAs) y la rotación de sectores (de tech a infraestructura/energía).Link referido CAF: https://calendly.com/cafinvestments/15minMERCH NUEVO DE CAFE EN MANO: juanvi.bigcartel.comCapítulos:00:00 Bienvenida + contexto del episodio01:00 Alcalde de San Juan en videollamada02:10 Asistencia y $94M de impacto económico04:45 Montaje “tipo Choli” + cartelera de artistas06:30 Estrategia de medios y proyección internacional08:40 Monitoreo en tiempo real y control de acceso11:10 Logística: limpieza, baños, horarios y seguridad15:40 Operación “ciudad limpia” al amanecer18:30 Tope 10% a tarjetas: qué es y quién decide22:20 $200B en bonos hipotecarios, tasas e inflación27:35 Reforma contributiva PR: tablas, 4% capital gains, IRAs31:25 Act 60 vs locales: misma tasa 4%33:00 Rotación de sectores: de tech a infraestructura/energía36:50 Arabia Saudita abre su mercado + ADRs40:55 “Gurús” sin licencia vs asesores regulados46:10 $7.8T en money market/HYSA: riesgos y próximos pasos52:00 Checklist: salda deudas, fondo emergencia, invierte

Links & ResourcesFollow us on social media for updates: ⁠⁠⁠Instagram⁠⁠⁠ | ⁠⁠⁠YouTube⁠⁠⁠Check out our recommended tool: ⁠⁠⁠Prop Stream⁠⁠⁠Thank you for listening!

A $200 billion plan tied to mortgage rates just made headlines, and it's coming from Donald Trump. The idea is that by buying mortgage bonds, borrowing costs could come down without cutting rates directly through the Federal Reserve. It sounds promising, but how does it actually work, and what does it really change for everyday people?In this episode, I break down the mechanics behind mortgage bonds, the role of Fannie Mae and Freddie Mac, and why government money flowing into these markets can influence mortgage rates. We also talk about the early market reaction, including recent rate movement and a spike in refinance activity, and where things are still unclear.This episode isn't about politics. It's about understanding the system so you can make better decisions around buying, refinancing, or waiting. If you're watching the market and trying to figure out your next move, this conversation gives you the context most headlines leave out.Thank you for listening, and as always… enjoy your first sip.Watch the full episode on YouTube

Mortgage rates slipped below a key psychological threshold after President Trump ordered $200 billion in mortgage-backed securities purchases through Fannie Mae and Freddie Mac. In this episode of Real Estate News for Investors, Kathy Fettke breaks down what the announcement means for mortgage rates, housing demand, and real estate-related stocks. We cover how markets reacted, why rates falling into the 5% range matters for buyers and investors, and what analysts say could happen next if mortgage bond purchases move forward as planned. If you're tracking affordability, transaction volume, or housing momentum heading into 2026, this is a development you'll want to understand. Want to learn more? Visit www.NewsforInvestors.com  JOIN RealWealth® FOR FREE https://realwealth.com/join-step-1  SOURCE: https://www.barrons.com/articles/opendoor-rocket-trump-mortgage-bond-plan-home-builders-bcd6b456?gaa_at=eafs&gaa_n=AWEtsqfBhoAAN7AfkaRyohPy6nDeTqp9Z0MBR-TjpySKnFAtD9LJyObnXlxwB-cSyTw%3D&gaa_ts=696148c5&gaa_sig=y7XD1dM_VslqoFUu58pjPGO_jUy2kL61XCW1cwKuRQLd00VF6zZa7ZoNrdP0F7k_Ga59lMf9xdIF1wtTyp6YIw%3D%3D 

Mortgage rates dropping to nearly 3 year lows, as President Trump announces he's ordering Fannie and Freddie Mac to buy $200B in mortgage bonds. The impact on housing and rates, and what the moves mean for affordability as would-be buyers sit on the sidelines. Plus Meta inking more nuclear deals, as the tech giant looks to power its AI ambitions. The names they're teaming up with, and what the data center demand could look like this year.Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

President Trump directs GSEs to buy $200B in mortgage bonds, will it help lower rates? Oil Executives meet at the White House to discuss what's next in Venezuela. Plus, Meta's big bet on nuclear power. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Andrew, Ben, and Tom discuss this morning's ADP employment data, tariff refunds, and Trump's plan to buy $200b of mortgage bonds. Join our live YouTube stream Monday through Friday at 8:30 AM EST:http://www.youtube.com/@TheMorningMarketBriefingPlease see disclosures:https://www.narwhal.com/disclosure

On today's special breaking episode, Editor in Chief Sarah Wheeler talks with Lead Analyst Logan Mohtashami about the announcement late Thursday that Trump has directed Fannie and Freddie to buy $200B in mortgage backed securities to push mortgage rates lower. Related to this episode: Trump directs GSEs to buy $200B in mortgage bonds to lower rates HousingWire | YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ More info about HousingWire The HousingWire Daily podcast brings the full picture of the most compelling stories in the housing market reported across HousingWire. Each morning, listen to editor in chief Sarah Wheeler talk to leading industry voices and get a deeper look behind the scenes of the top mortgage and real estate.

Mike Armstrong and Paul Lane discuss Trump telling Fannie and Freddie to buy $200B of mortgage debt. Why would he do that? GM takes $6B hit tied to EVs as demand sinks. Meta unveils sweeping nuclear-power plan to fuel its AI ambitions. Tech titans divided over whether to pay billionaire tax or flee California. Paul LaMonica (Barron's) joins the show to chat about Wealthfront's IPO.

AP's Lisa Dwyer reports on a Trump proposal on mortgage bonds.

One on One Video Call W/George https://tidycal.com/georgepmonty/60-minute-meetingSupport the show:https://www.paypal.me/Truelifepodcast?locale.x=en_USAverage American Debt and Lifetime Interest Payments•  Experian: Average American Debt by Age in 2025 – Reports average consumer debt at $104,755 in June 2025, closely matching the transcript's $104,215 figure. •  CNBC: How Much Americans Owe at Every Age – Breaks down average debt by generation, noting $104,755 in 2025. •  Realtor.com: Americans Face an Average of $1.8 Million in Lifetime Debt – Estimates lifetime debt payments at $1,786,810, with breakdowns including interest; useful for comparing to the transcript's $279,000 lifetime payment example. •  JG Wentworth: Life of Debt – Details average lifetime debt at $1,786,810, including interest extraction over time. •  Self: Life of Interest – What Americans Pay in Interest Over a Lifetime – Calculates average lifetime interest at $649,067, providing context for interest-based “extraction.” Student Loan Debt Statistics•  Education Data Initiative: Student Loan Debt Statistics 2025 – Covers delinquency rates and total debt trends in 2025. •  BestColleges: Average U.S. Student Loan Debt 2025 Statistics – Notes millions owing over $100,000, with total debt context. •  WINSSolutions: U.S. Student Loan Statistics in 2025 – Projects total U.S. student debt nearing $1.79 trillion by end of 2025, close to the transcript's $1.7 trillion. •  Congress.gov: A Snapshot of Federal Student Loan Debt – States nearly 43 million borrowers with over $1.6 trillion in debt (early 2025 data). Credit Card Debt and APR•  Ramp: 2025 Average Credit Card Debt Statistics – Confirms average APR at 24.37% as of January 2025, matching the transcript exactly. •  Investopedia: Average Credit Card Interest Rate for August 2025 – Tracks average rates around 23.99%, with monthly updates. •  LendingTree: Average Credit Card Interest Rate in US Today – Reports Q3 2025 average APR at 21.39%, with trends on rising rates. Medical Debt Statistics•  KFF: Americans' Challenges with Health Care Costs – Reports 41% of adults with health care debt in 2022, aligning with the transcript's 41% figure. •  NIH PMC: Medical Debt and Collections in the United States – States 36% of households had medical debt in 2024, with breakdowns on past-due bills. •  Roosevelt Institute: The US Medical Debt Crisis – Estimates 41% of adults (~107 million) with medical debt in 2025. •  Gallup: Americans Borrow Estimated $74 Billion for Medical Bills in 2024 – Discusses borrowing for medical costs, affecting 12% of adults. Mortgage Costs and Interest•  Chase: The Total Mortgage Cost and Monthly Payment for a $300K Home – Example calculation for a $300,000 home with interest over 30 years. •  Bankrate: Amortization Calculator – Tool to calculate lifetime interest; input $300,000 loan to see totals like $511,000 paid. •  Rocket Mortgage: Simple Mortgage Calculator – Estimates based on rates (6-9%), showing interest-heavy early payments. Debt Collection Practices, Expired Debt, and Companies (Encore Capital, Portfolio Recovery Associates)•  Consumer Finance Protection Bureau (CFPB): Can Debt Collectors Collect Old Debt? – Explains collection on expired (statute-barred) debt. •  Bankrate: How Long Can a Debt Collector Pursue Old Debt? – Details on buying and pursuing time-barred debt. •  Nolo: Debt Scavengers and Zombie Debt – Describes buying old debt for pennies and collection tactics. •  Encore Capital Group: 2024 Annual Report (with 10-K) – Official report; discusses portfolio purchases ($1.35B in 2024) and collections. (Note: The specific quote from page 34 in the transcript isn't found there, but risk factors on collections and profitability are in related sections.) •  Forbes: Why Debt Collectors Have Declared Open Season On Consumers – Covers Encore's operations and debt buying scale. •  CFPB: Action Against Encore and Portfolio Recovery for Deceptive Tactics – Historical context on their debt buying practices (over $200B in defaulted debt). Statute of Limitations on Debt•&nb...

Breakthrough science has never been stronger — yet patients still miss life-saving therapies.Despite decades of innovation, most precision medicines fail at the last mile of healthcare delivery.The problem isn't discovery. It's how science, capital, and systems are aligned — or not.Possessing elite science is no longer enough to win in the multi-trillion-dollar biopharma ecosystem.As innovation shifts from West to East and from treatment to prevention, leadership teams struggle to bridge scientific depth with incentives, execution, and real-world delivery. Capital follows speed and scale — not intention — and healthcare systems built decades ago are failing to keep up.In this episode, Alasdair Milton, Principal at KPMG, explains where innovation actually breaks — and what must change for cures to reach patients at scale. From diagnostics and data silos to capital allocation and prevention models, this conversation reframes the next decade of precision medicine.

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!

What do $200B/month in new debt, collapsing Treasury demand, and a 100% rise in silver have in common? They're screaming the system is failing. In this year's last Gold Rush Hour episode, we chat about the cracks Wall Street won't talk about—and why gold and silver are no longer just investments, but survival tools.Questions on Protecting Your Wealth with Gold & Silver? Schedule a Strategy Call Here ➡️ https://calendly.com/itmtrading/podcastor Call 866-349-3310

In this episode, Brett Winton and Lorenzo sit down with Carlos Domingo, CEO and co-founder of Securitize, to explore how blockchain infrastructure is transforming capital markets. As a pioneer in the tokenization space, Carlos unpacks what it means to issue native securities—like stocks, bonds, and credit funds—on chain and why the modernization of legacy financial systems is long overdue. Carlos details Securitize's role as a registered transfer agent and broker-dealer, their regulatory journey with the Securities and Exchange Commission (SEC), and why native tokenization (not synthetic derivatives) is essential for future growth. They discuss the promise of 24/7 trading, peer-to-peer transfers, composability with decentralized finance (DeFi) protocols, and the global democratization of financial access—especially in markets underserved by traditional systems. The episode also dives into the tension between blockchain-native systems and financial incumbents, the logic behind Securitize's decision to go public via a special purpose acquisition company (SPAC), and the asset classes best suited for tokenization—from treasuries to public equities and beyond.Key Points From This Episode:(00:00:00) Why capital markets need a blockchain-based ledger upgrade(00:05:46) How tokenization improves global accessibility and financial user experience(00:07:35) Real-world examples: Tokenized treasury and credit funds(00:10:29) Understanding how ownership works: DTCC, transfer agents, and blockchain(00:17:08) Global appetite for tokenized stocks, following stablecoin adoption(00:18:24) Tokenizing private equity and venture capital for broader access(00:25:34) How Securitize tokenizes assets the right way—with issuer involvement(00:28:55) Regulatory clarity accelerates tokenization adoption(00:30:08) Open blockchain infrastructure unlocks composability and innovation(00:35:50) Where Securitize fits in the capital markets stack(00:37:13) Projecting tokenized assets: From $4.6B to $200B assets under management (AUM)(00:39:46) Why Securitize stays blockchain-agnostic despite protocol growth

AlabamaVP JD Vance says shooting death of Ella Cook was loss of bright young starSen. Tuberville says Cook was targeted for her Politics at Brown UniversityCEO of Central Alabama Water now replacing management teamMurder suicide in Hoover takes life of former WBRC sports reporterRaid in Marshall County results in 14 illegal aliens, 12 with criminal historyA Charlie Kirk Memorial scholarship created at University of AlabamaNationalCPB says they have collected $200B in tariff revenue under Trump Admin.President trump says large armada around Venezuela to seize stolen oilSecretary of Ed calls on MN governor Walz to resign after fraud uncovered within college loan systemNick Reiner has bond set in LA jail at $4M, for the murder of his parentsFord to reduce and eliminate EV investment and production, focus on hybridTX AG is suing 5 smart TV brands for surveilling and invading privacy through these electronics.

Synopsis Dans cet épisode, Steve, Patrick, Richer et Francis discutent d'actualité technologique et de cybersécurité, en abordant la résilience des réseaux, les enjeux du Gouvernement du Québec et l'impact croissant de l'IA. Ils explorent aussi les défis touchant les infrastructures critiques, les incidents récents et l'usage parfois excessif du buzzword AI dans l'industrie. Nouvelles Google Issues Security Fix for Actively Exploited Chrome V8 Zero-Day Vulnerability Microsoft: Azure hit by 15 Tbps DDoS attack using 500,000 IP addresses Fortinet warns of new FortiWeb zero-day exploited in attacks Résilience de nos réseaux de télécommunication vs. la profitabilité Avis de consultation de télécom CRTC 2025-226 TVA Nouvelles 18h QUB - Isabelle Maréchal - Fragilité des infrastructures essentielles: un appel urgent renforce la résilience des télécoms RADIO-X - Le Québec est le tiers-monde des télécoms Researchers question Anthropic claim that AI-assisted attack was 90% autonomous China has lent $200B to U.S. tech and infrastructure projects, report finds Chasing China: Learning to Play by Beijing's Global Lending Rules Now-Patched Fortinet FortiWeb Flaw Exploited in Attacks to Create Admin Accounts Fortinet's delayed alert on actively exploited defect put defenders at a disadvantage Quand la cybersécurité s'invite dans la rémunération des PDG China fail Cloudflare - Patrick Mathieu en discute à Radio-Canada Crew Patrick Mathieu Steve Waterhouse Francis Coats Richer Dinelle Shamelessplug Join Hackfest/La French Connection Discord #La-French-Connection Join Hackfest us on Masodon POLAR - Québec - 29 Octobre 2026 Hackfest - Québec - 29-30-31 Octobre 2026 Crédits Montage audio par Hackfest Communication Music par Kazuki – Four Day Weekend - Interstella Locaux virtuels par Streamyard

For anyone who got nervous about the market - JOURNAL it. This was a great lesson. Is the market going back to a straight up trend? Nobody knows - give it some time, but all signs point to a very healthy economy, a Fed that will lower rates and earnings that are beating! 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

Meet Jordan Darling, a serial entrepreneur whose journey spans from building the first electric stand-up jet ski to disrupting the $200B building materials industry with his new company, Supersede. In this episode of The Mark Haney Show, Jordan shares how he turned his early passion for engineering into a successful startup that was acquired by Nikola, what he learned during hyper-growth, and why he's now on a mission to reinvent plywood using recycled plastic waste. Jordan breaks down how Supersede's Marine Board is becoming a high-performance, waterproof, fully recyclable alternative to plywood and OSB—solving massive problems like deforestation, supply chain failures, and America's plastic recycling crisis. We also dive into entrepreneurship, risk, partnership, fatherhood, and how he's building not one but two companies (Supersede + Dupe Loops) with his closest friends. If you care about startups, innovation, sustainability, manufacturing, or the future of construction, this is a must-watch. Supersede Website: www.supersede.build Supersede Instagram: https://www.instagram.com/supersedebuild/ Supersede LinkedIn: https://www.linkedin.com/company/supersedematerials/ Dupe Loops LinkedIn: https://www.linkedin.com/company/dupe-loops/ Dupe Loops Instagram: https://www.instagram.com/dupeloops/ Dupe Loops Website: https://www.dupeloops.com/ Chapters:  00:00 – Preview: Plastic Waste, Recycling & Marine Board 00:38 – Welcome to The Mark Haney Show & Introducing Jordan Darling 02:13 – Flashback: First Electric Jet Ski & Meeting on the Water 04:15 – Mark's First Angel Investment & Free Form's Big Break 06:25 – Inside Nikola: Hypergrowth, Partnerships & Hard Lessons 11:08 – Leaving Nikola & Turning an “Education You Couldn't Buy” Into What's Next 11:33 – Supersede: Reinventing Plywood With Recycled Plastic 18:15 – Boats, RVs & Why Supersede Started in the Toughest Environments 23:50 – Automation, “Lights-Out” Factories & Beating Traditional Lumber 30:11 – Dupe Loops: Allergen-Free Donuts, a Donut Truck & Heavenly Hunks Partnership 38:20 – The “Entrepreneur Sickness,” Risk, Family & Redefining Success #Entrepreneurship #Startups #Supersede #JordanDarling #RecycledPlastic #SustainableBuilding #BuildingMaterials #Innovation #PlywoodAlternative #Manufacturing #CleanTech #CircularEconomy #PlasticWaste #GreenTechnology #VentureCapital #FounderStory #themarkhaneyshow  ______________________________________________________________ If this episode inspires you to be part of the movement, and you believe, like me, that entrepreneurs are the answer to our future, message me so we can join forces to support building truly great companies in our region.  - Subscribe to my channel here: https://www.youtube.com/channel/UCom_​...  -   Mark Haney is a serial entrepreneur that has experience growing companies worth hundreds of millions of dollars. He is currently the CEO and founder of HaneyBiz  -   Instagram: http://instagram.com/themarkhaney​  Facebook: www.facebook.com/themarkhaney  LinkedIn: https://www.linkedin.com/in/markehaney​  Website: http://haneybiz.com​  Audio Boom: https://audioboom.com/channels/5005273​   Twitter: http://twitter.com/themarkhaney - This video includes personal knowledge, experiences, and opinions about Angel Investing by seasoned angel investors.  This content is for informational purposes only and should not be construed as legal, tax, investment, or financial advice.  Nothing in this video constitutes a solicitation, recommendation, or endorsement. #thebackyardadvantage #themarkhaneyshow #entrepreneur  #PowerOfWith #SacramentoEntrepreneur #Sacramento #SacramentoSmallBusiness #SmallBusiness #GrowthFactory #Investor #Podcast

Adrian Guess delivers the news in a way to get you civically engaged and active in your community. Sit back and listen well. Segment 1Indiana Senate won't vote on redistricting, defying Trump's pushUS justice department sues California over new voting maps favouring DemocratsU.S. and Switzerland cut tariffs in $200B investment trade deal What's driving the rise in U.S. death row executions in 2025?Some TSA agents who worked through government shutdown to get $10K bonuses (Before the Break)Segment 2Canada loses its measles elimination status. Will the U.S. be next?Sen. Cassidy says he's “very concerned” about possible hepatitis B vaccine schedule changeIs the US government shutdown over, and why did it happen?Trump cuts ties with ‘Wacky' Marjorie Taylor Greene, once among his top MAGA-world defendersMichigan adopts updated sex education standards after contentious meetingWhat will companies do without pennies? We asked McDonald's, Wendy's, Kroger and other top retailers.(Before the Break)Action StoryFrom Wrongful Conviction to Court Clerk: Calvin Duncan Elected in New OrleansAt 19, Cameran Drew Wins County Board Seat Against His Former TeacherFarewellLike/Follow/Share: @brothersinlawincMembership⁠⁠Volunteer⁠Internship: careers@brothersinlaw.orgDonate: Cash App - $BrosInLaw Zelle - Brothers In Law, Inc.

MARA's Fred Thiel joins the Mining Pod to discuss the company's AI and HPC plans, bitcoin, and the future of edge computing. Subscribe to the Blockspace newsletter for market-making news as it hits the wire! Welcome back to The Mining Pod! Today, Fred Thiel, CEO and Chairman of MARA (formerly Marathon Digital Holdings), joins us to talk about MARA's strategic pivot toward AI and HPC infrastructure, the critical importance of energy ownership over PPAs, inference at the edge computing, MARA's partnerships with MPL and Exaion in Europe, and why Bitcoin's path to $1M will be harder than most think as the asset matures and institutionalizes. Notes:  • $1.4T AI spending planned over next 5 years • MARA owns energy vs paying PPAs for electrons • Many HPC contracts have strict delivery outs • Bitcoin no longer follows 4-year cycle pattern • 10% Bitcoin price change = $200B market move • MARA has ~250 employees currently Timestamps: 00:00 Start 04:05 Q3 look back 13:13 Inference at the edge 20:22 Sovereign cloud 27:13 MARA: hash cost vs hash price 29:33 Valuations not reflecting risk 33:22 MARA: value accretion 34:39 Operational deployment 37:07 Asset light vs hosting 41:47 Exaion deal 46:15 MPLX deal (natural gas ) 50:22 CapEx costs 50:53 MPLX deal structure 56:23 CTO & 2PIC 1:01:28 Share dilution 1:12:31 What are you reading?

Subscribe to the Blockspace newsletter for market-making news as it hits the wire! Welcome back to The Mining Pod! Today, Fred Thiel, CEO and Chairman of MARA (formerly Marathon Digital Holdings), joins us to talk about MARA's strategic pivot toward AI and HPC infrastructure, the critical importance of energy ownership over PPAs, inference at the edge computing, MARA's partnerships with MPL and Exaion in Europe, and why Bitcoin's path to $1M will be harder than most think as the asset matures and institutionalizes. Notes:  • $1.4T AI spending planned over next 5 years • MARA owns energy vs paying PPAs for electrons • Many HPC contracts have strict delivery outs • Bitcoin no longer follows 4-year cycle pattern • 10% Bitcoin price change = $200B market move • MARA has ~250 employees currently Timestamps: 00:00 Start 04:05 Q3 look back 13:13 Inference at the edge 20:22 Sovereign cloud 27:13 MARA: hash cost vs hash price 29:33 Valuations not reflecting risk 33:22 MARA: value accretion 34:39 Operational deployment 37:07 Asset light vs hosting 41:47 Exaion deal 46:15 MPLX deal (natural gas ) 50:22 CapEx costs 50:53 MPLX deal structure 56:23 CTO & 2PIC 1:01:28 Share dilution 1:12:31 What are you reading?

In this episode of Tank Talks, host Matt Cohen is joined by John Ruffolo to break down the week's biggest stories shaping the innovation economy. From the Bank of Canada's surprise rate cut to Meta's $200B market crash, and the rise of Canada's fintech and stablecoin revolution. They kick off with a spotlight on Waterloo's AI-powered baseball tech that's changing Major League play, before unpacking the renewed U.S.-Canada tariff tensions and what the Bank's fourth rate cut signals for inflation, growth, and fiscal strategy ahead of the November 4th budget. The two also dive deep into the stablecoin boom, Mastercard's $2B bet on crypto infrastructure, and how Ottawa is scrambling to keep pace with the U.S. Genius Act and its implications for the future of Canadian payments.Matt and John then turn to Wealthsimple's record-breaking $10B valuation and what it means for Canada's domestic market opportunity, before dissecting Meta's controversial accounting maneuvers that wiped out $200B in market cap. They close by exploring OpenAI's trillion-dollar restructuring, Microsoft's 20x return on investment, and the race among tech giants to fund the next phase of AI infrastructure. It's a sharp, data-packed Rundown filled with fresh insights on capital markets, emerging technologies, and the power shifts redefining global innovation.Waterloo's AI Baseball Revolution (01:08)* How a University of Waterloo startup is changing the game with AI-powered pitching machines* The rise of Tradex Sports and MLB's tech adoption* What this means for Canada's sports innovation ecosystemU.S.-Canada Tariff Tensions Rise Again (03:25)* The Senate votes to nullify tariffs on Canada, but Trump's volatility looms large* The politics behind tariff rollbacks* Why Canada's “elbows up” strategy backfired* What this means for trade and cross-border investorsBank of Canada's Fourth Rate Cut (06:33)* Governor Tiff Macklem cuts rates by 25bps. Is this the end of the easing cycle?* Inflation, weak GDP, and the limits of monetary policy* Why fiscal stimulus might be the only lever left* What to watch on November 4th as markets reactCanada's Stablecoin Race Heats Up (09:10)* Stablecoins triple Visa's volume: Can Canada keep up with the U.S.?* Mastercard eyes $2B Zero Hash acquisition* Inside Ottawa's urgent push for stablecoin regulation* The rise of “sovereign blockchains” and real-time railsThe Future of Payments Canada (14:34)* Why the nation's 10-year-late “Real-Time Rails” might already be outdated* How blockchain will reshape payment infrastructure* The hidden trillions moving on ancient financial railsWealthsimple's $10B Milestone (16:17)* A Canadian fintech unicorn doubles its assets in one year* Lessons from its Series E and $750M raise* Why Canada's domestic market is finally worth betting onMeta's $200B Accounting Meltdown (20:04)* Zuckerberg's AI spending spree and the fallout from “funny accounting”* Why investors are calling out Meta's SPV strategy* What this says about the next phase of Big Tech CapEx warsOpenAI's $1 Trillion Restructure (24:06)* Inside the new deal that redefines AI ownership and governance* How Microsoft turned a $13B bet into a 10x gain* Why this could become the most lucrative investment in tech historyConnect with John Ruffolo on LinkedIn: https://ca.linkedin.com/in/joruffoloConnect with Matt Cohen on LinkedIn: https://ca.linkedin.com/in/matt-cohen1Visit the Ripple Ventures website: https://www.rippleventures.com/ This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit tanktalks.substack.com

“Follow the money — who pays, who benefits, and who's left hungry.” Tara opens with South Carolina Governor Henry McMaster responding to a crisis as SNAP support is threatened while Congress argues over a staggering $200 billion request to expand healthcare access for noncitizens. New investigative data — including an Economic Policy Innovation Center (EPIC) review and other audits — reveal significant benefit use by noncitizen households: millions receiving food stamps and billions in SNAP payouts in 2022 alone. Tara explains how loosened fraud controls and block-grant passthroughs enabled benefit flows into noncitizen populations, and how those discoveries triggered political turmoil and accusations of systemic gaming. The episode also covers Trump's proposed voluntary repatriation subsidy, recent job numbers, and the political theater in which Democrats call the shutdown a tactical “game.” Tara ties the revelations to broader themes: accountability, national priorities, and the real-world costs for poor Americans caught in the crossfire — closing with an eye on what policy fixes and enforcement might look like next.

Is gold ready for Web3?In this episode, I chat with Cole from Global Gold, who's building a decentralized ecosystem for tokenized gold. Cole reveals how the U.S. is fast becoming the center of global gold flows, and why tokenizing U.S.-vaulted gold is the next big move in real-world assets (RWAs). From gold-backed stablecoins to a decentralized gold exchange, Cole breaks down how Global Gold is putting one of humanity's oldest assets to work on-chain — creating liquidity, yield, and new DeFi opportunities.If you've ever wondered how gold fits into the future of crypto, DeFi, or stablecoins, this is your episode.[00:01:00] Cole's journey from trading crypto to building protocols[00:02:30] Why now is the perfect time to tokenize U.S. gold[00:03:45] Global Gold's products: tokenized gold, exchange, and vaults[00:05:00] Making gold a yield-generating asset in DeFi[00:06:15] Legal ownership and transparency through serial-numbered bars[00:07:15] Using Chainlink and custom proof-of-reserve mechanisms[00:08:30] Institutional-grade infrastructure and Wyoming-based vaults[00:09:45] How gold in DeFi unlocks lending, staking, and treasury diversification[00:11:00] Gold vs Bitcoin in bear markets — why it matters[00:12:00] Basel III: Why banks are allowed to hold gold as tier-1 assets[00:13:45] The difference between physical vs tokenized gold ownership[00:14:45] Liquidity, lending, and staking with tokenized gold[00:16:00] Meme coins as a marketing funnel — Golden's $30M day-one cap[00:19:30] Roadmap: Vaults, NFT, Exchange, Lending Protocol[00:21:00] Key challenges ahead: regulation and hiring top talent[00:23:00] Raising a seed round and expanding integrations[00:24:30] The vision: a global commodities exchange on-chainhttps://globalgold.finance/https://x.com/GlobalGoldXhttps://x.com/GOLDNonchainhttps://www.linkedin.com/in/colechapman/Nothing mentioned in this podcast is investment advice and please do your own research.It would mean a lot if you can leave a review of this podcast on Apple Podcasts or Spotify and share this podcast with a friend.Be a guest on the podcast or contact us - https://www.web3pod.xyz/⏱️ Key Learnings & TimestampsConnect with Cole and Global Gold⚠️ Disclaimer

Dom Kwong, the Co-Founder and CEO of Damon Motors Inc. a designer and developer of personal mobility products and technology solutions joins Enterprise Radio. … Read more The post Leading Mobility and Safety in a $200B Market Opportunity: Damon Motors' Dom Kwong appeared first on Top Entrepreneurs Podcast | Enterprise Podcast Network.

President Trump uses tariff revenue to fund the WIC program during the government shutdown, calling it a creative solution. PBD and the crew debate whether it's smart politics or bad policy and dive into the larger fight over tariffs, free markets, and America's middle class.

President Trump continues to troll and own the media/democrats with consistent messaging about the left putting illegal immigrants before the American people. CNN and MSNBC break away from a Mike Johnson press conference as the Speaker begins to detail the exact provision in the democrats' counter proposal to the GOP's continuing resolution that specifies $200B for illegal alien healthcare. Trump meets with his budget director who will soon cut billions in democrat pet projects from the federal budget.

How did Salesforce build a $200B company by declaring war on "software"? Branding expert Laura Ries (author of "Strategic Enemy") reveals why the world's best brands choose strategic enemies to dominate their markets.Laura explains the counterintuitive positioning strategy behind iconic brands like Tesla, Chick-fil-A, and White Claw. Learn why opposition creates clarity, how visual hammers make brands unforgettable, and why line extensions destroy established brands.KEY TOPICS:The strategic enemy frameworkVisual hammers that build brand memoryWhy line extensions fail (Bud Light case study)How to respond to market disruptorsPersonal branding for executives

This episode features a deep dive into the current state of AI model progress with Ari Morcos (CEO of Datalogy AI and former DeepMind/Meta researcher) and Rob Toews (partner at Radical Ventures). The conversation tackles whether model progress is genuinely slowing down or simply shifting into new paradigms, exploring the role of reinforcement learning in scaling capabilities beyond traditional pre-training. They examine the talent wars reshaping AI labs, Google's resurgence with Gemini, the sustainability of massive valuations for companies like OpenAI and Anthropic, and the infrastructure ecosystem supporting this rapid evolution. The discussion weaves together technical insights on data quality, synthetic data generation, and RL environments with strategic perspectives on acquisitions, regulatory challenges, and the future intersection of AI with physical robotics and brain-computer interfaces. (0:00) Intro(2:59) Debate on Model Progress(8:03) Challenges in AI Generalization and RL Environments(15:44) Enterprise AI and Custom Models(20:27) Google's AI Ascent and Market Impact(24:30) Valuations and Future of AI Companies(27:55) Evaluating xAI's Position in the AI Landscape(30:31) The Talent War in AI Research(35:45) The Impact of Acquihires on Startups(42:35) The Future of AI Infrastructure(48:28) The Potential of Brain-Computer Interfaces(54:45) The Evolution of AI and Robotics(1:00:50) The Importance of Data in AI Research With your co-hosts: @jacobeffron - Partner at Redpoint, Former PM Flatiron Health @patrickachase - Partner at Redpoint, Former ML Engineer LinkedIn @ericabrescia - Former COO Github, Founder Bitnami (acq'd by VMWare) @jordan_segall - Partner at Redpoint

Elon Musk's xAI has raised $10 billion at a $200 billion valuation, doubling its worth in just four months. The round includes familiar backers like Andreessen Horowitz, Sequoia, and Fidelity, and gives xAI the second-highest valuation in private AI. This episode breaks down what investors are really buying into: Grok's integration with X, the push toward open-source models, plans for a massive GPU cluster, and the growing fusion of social media and AI under Musk's control. We also look at what xAI still lacks compared to OpenAI and Anthropichttps://wilwaldon.com

Tobi is one of the most thoughtful people in the technology industry. He's also one of the very few people who started as a programmer -- just trying to solve his own problem -- and still runs his company as CEO today even as it approaches a $200B market cap. Tobi has done this in two big ways: first, a willingness throw away his past beliefs in the face of new data, growing into the leader the company needed. And second, by remaining a close observer (and participant!) in how new technology emerges that changes what is possible.Today we talk with him about both. The first half of the episode is about what has changed for him in the AI era. How he spends his time with AI throughout the day, how he thinks about what AI unlocks philosophically, and what he thinks the impact will be on all of us and what we build. The second half is more about Shopify. How he dealt mentally with the explosion in stock price in 2021 from a 20x revenue multiple to a 70x revenue multiple. And then, what he subsequently did when it all came crashing down. We also talk with him about the leadership and product principles that he's employed to steadily grow the company's revenues to an all-time high today.Links:John Collison's Tweet: "Museum of Passion Projects"Sponsors:Koyfin: https://bit.ly/acquiredkoyfin

Wildfires don't sleep, so why should our firefighting technology? In this episode, host Marco Pimentel sits down with aerospace engineer and FireSwarm co-founder Alex Deslauriers, whose personal experience during Canada's worst wildfire season inspired a bold new idea: deploying AI-powered drone swarms to fight fires 24/7. With heavy-lift drones carrying 350kg payloads and flying when helicopters can't, FireSwarm's technology could transform wildfire response and reshape a $200B disaster market.

AI marketing strategies are changing the game for CMOs, agencies, and digital leaders — and in this episode, Tim Peters, CMO of Guideline AI breaks down what's working in 2025 and what's coming next.From managing advertising spend data to leveraging artificial intelligence in advertising, Tim shares decades of experience in B2B marketing, working with startups, global brands, and everything in between.If you're a CMO, founder, or agency owner searching for answers to:“Where should I spend my ad budget next year?”“How do I scale faster without hiring more?”“Which content channels are worth investing in?”“How do I use AI in my sales and marketing efforts?”…this episode delivers clear, insightful, and actionable answers.

What if your team—not just your leaders—held the key to breakthrough performance? Today, Peter Winick sits down with long-time friend and bestselling author Keith Ferrazzi to explore why “leadership” alone isn't enough anymore. Keith's new work, "Never Lead Alone", moves beyond the individual and puts the spotlight on "teamship"—a powerful, often-overlooked force in organizational transformation. Keith shares how he's evolved from "Never Eat Alone"—a  networking classic—into building high-performing teams inside Fortune 500 companies. But this isn't just about motivation. It's about methodology. Codified insights. Research-backed models. Keith reveals how he helps leaders double market cap by engineering behavior change at the team level, not just at the top. You'll learn why methodology beats storytelling, why  collaboration is the new leadership, and how research—done with clients—can be both a content engine and a revenue stream. Keith also outlines how aspiring thought leaders can start by defining ten transformational takeaways, then refine and test them before writing a word. This episode isn't just for authors or coaches. It's for anyone serious about scaling their thought leadership into real impact. Whether you're inside a $200B company or building your brand, Keith shows you how to package your ideas to create change—and monetize it. Three Key Takeaways: • Teamship Over Leadership Keith introduces the concept of teamship—a shift from individual leadership to empowering entire teams to take ownership of outcomes. He argues that in today's complex environments, real transformation happens when everyone on the team steps up, not just the person at the top. • Codify Your Methodology Keith stresses that great thought leadership isn't just about storytelling—it's about creating repeatable, scalable systems. He encourages aspiring thought leaders to start by defining ten transformational takeaways and building their intellectual property around those core ideas. • Use Research as a Revenue Engine Rather than treating research as a cost center, Keith explains how he partners with organizations to co-create studies that drive both insight and income. This approach not only funds his work but creates built-in audiences and credibility before a book or product even launches. If Keith Ferrazzi's insights on teamship and codifying leadership resonated with you, don't miss our episode with Julie Williamson. Julie takes a deep dive into how aligned communication and leadership strategy can unlock the full potential of your teams—echoing Keith's core message that transformation isn't a solo act. Where Keith challenges leaders to move from authority to collaboration, Julie shows you how to create that alignment across teams to drive real results. Listen to both episodes and walk away with a clearer  understanding of how to lead through teams, build scalable methodologies, and create impact across an entire organization. Listen to Julie Williamson's episode now.

Send us a textThis week on The Skinny On, Kristen and Jen power through illness, time zone chaos, and toddler wrangling to bring you a jam-packed episode to break down two major consumer deals: Ferrero's $3.1B offer for Kellogg and the possible Heinz Kraft breakup. They explain why these legacy food brand split up, the logic behind reverse mergers and spin offs, and how wellness trends are shaping the M&A landscape.They also revisit the Kraft-Heinz saga—from Kraft's origins as a Philip Morris spinoff to its Cadbury takeover, spin off breaking into Kraft and Mondelez and eventual reverse merger with Heinz, backed by 3G Capital and Warren Buffett. It's a rare example of a mega-deal gone wrong, and Jen and Kristen unpack how the deal was structured, why it disappointed, and what Buffett's $12B investment ($4Bn of common and $8Bn of preferred equity) really meant. With Kraft-Heinz now considering a breakup to "unlock shareholder value," they examine the long arc of strategic separation as a financial tool—and its implications for investors.Finally, the duo pivots to Wall Street career trends, sharing firsthand stories of how trading desks once ruled the world, how quant roles are often misunderstood, and why sales & trading may be poised for a comeback. They reflect on the brutal pace of recruiting cycles, the importance of self-awareness in navigating early career decisions, and how the sexiest seat on the Street can change overnight. Oh—and Elon Musk's Grok is back in the news with a $200B valuation. Buckle up, this one covers it all.For a 14 day FREE Trial of Macabacus, click HEREOur Investment Banking and Private Equity Foundations course is LIVEnow with our M&A course included! Shop our LIBRARY of Self Paced Online Courses HEREJoin the Fixed Income Sales and Trading waitlist HERE Our content is for informational purposes only. You should not construe any such information or other material as legal, tax, investment, financial, or other advice.

Liberty Dispatch ~ June 27, 2025In this episode of Liberty Dispatch, hosts Andrew DeBartolo and Matthew Hallick cover PM Mark Carney’s recent lurch toward Europe.For full access to all our content, become a paid subscriber at: ldcanada.substack.com Segment 1 - Canada and NATO:“No Climate, No Gender: Canada’s "Canada commits to new NATO defence spending target of five per cent of GDP" | National Post: https://nationalpost.com/news/politics/canada-commits-to-new-nato-defence-spending-target-of-five-per-cent-of-gdp;"Higher deficits expected as Canada targets NATO defence spending goal" | Financial Post: https://financialpost.com/news/economy/higher-deficits-canada-nato-defence-spending-target;"Carney says no tax hikes needed to fund $200B defence budget" | Western Standard: https://www.westernstandard.news/news/carney-says-no-tax-hikes-needed-to-fund-200b-defence-budget/65711; Segment 2 - Canada's Growing Euro-ness:“Carney pledges "Canada and EU sign defence pact, Carney calls it a ‘partnership for global security’" | Politico EU: https://www.politico.eu/article/canada-pact-defense-eu-mark-carney-partnership"Carney tells EU carbon is ‘trade’ amid fears of carbon tariffs" | Rebel News: https://www.rebelnews.com/carney_tells_eu_carbon_is_trade_amid_fears_of_carbon_tariffs"After agreeing 30-day timeline, Mark Carney now says nothing’s assured on deal with U.S." | National Post: https://nationalpost.com/news/after-agreeing-30-day-timeline-mark-carney-now-says-nothings-assured-on-deal-with-u-s Segment 3 - G7 Globalism - A Wolf in Sheep’s Clothing:"Danielle Smith announces the Alberta Sovereignty Accord to counter federal overreach" | Juno News: https://www.junonews.com/p/danielle-smith-announces-the-alberta;"Exclusive: Blacked-out documents show Carney’s office coordinated with foreign advisers on energy agenda" | Juno News: https://www.junonews.com/p/exclusive-blacked-out-docs-show-carney;"Separatism is alive, but Albertans trust Danielle Smith" | Rebel News: https://www.rebelnews.com/separatism_is_alive_but_albertans_trust_danielle_smith_ezra_levant; SHOW SPONSORS:New Sponsor! Bitcoin Mentor: https://bitcoinmentor.io/aff/liberty Invest with Rocklinc: info@rocklinc.com or call them at 905-631-546; Diversify Your Money with Bull Bitcoin: https://mission.bullbitcoin.com/dispatch; BarterPay: https://barterpay.ca/; Barter It: https://www.barterit.ca/; Get freedom from Censorious CRMS by signing up for SalesNexus: https://www.salesnexus.com/; SUBSCRIBE TO OUR SHOWS/CHANNELS:LIBERTY DISPATCH PODCAST: https://libertydispatch.podbean.com; https://rumble.com/LDshow; CONTACT US: libertydispatch@pm.me STAY UP-TO-DATE ON ALL THINGS LD:Instagram: https://www.instagram.com/liberty_dispatch/; Facebook: https://www.facebook.com/LibertyDispatchCanada; X: @LDCanada - https://x.com/_LDCanada; Rumble: https://rumble.com/LDshow; YouTube: https://www.youtube.com/@libertydispatch Please LIKE, SUBSCRIBE, RATE, & REVIEW, and SHARE it with others!