Podcasts about 300b

Trump is signaling a major arms deal with Turkey — even as the IDF reveals how a Hamas headquarters operating out of Istanbul has been coordinating terrorist attacks inside Israel. Meanwhile, explosive allegations suggest Qatar has secretly supported Iran economically and militarily while publicly playing mediator, and New York's Democratic primaries show DSA-backed candidates making alarming gains for the Jewish community. On the bright side, Israel's GDP has surged from $513B to $719B since 2023 while Iran's has cratered from $421B to $300B. Nvidia just announced a major new office complex in Yokneam as part of a plan to become Israel's largest private employer, Morocco became the first Arab nation to join Trump's stabilization force in Gaza, and new OSINT raises serious questions about who is really running Iran. The truth about what's happening in Israel — without the propaganda. Joshua Waller, Luke Hilton, Jeremy Gimpel, and Nate Waller break it all down on this week's roundtable podcast.  Sponsor a young person to volunteer in Israel! https://israelguys.link/sponsorship-86exxx35h Sign up for the Prophets of Israel Daily: https://thelandofisrael.com/prophets-of-israel/ Email Jeremy Gimpel: Support@thelandofisrael.com Come on an Israel trip with us! https://theisraelguys.com/volunteer/  Join our Telegram channel: https://t.me/theisraelguys Source Links:  https://x.com/Osint613/status/2069883813145215209?s=20 https://x.com/YishaiFleisher/status/2069932202498937237?s=20 https://thejewishedition.com/news/middle-east-levant/2026/06/24/qatar-secretly-supported-iran-militarily-and-economically/ https://share.google/QlSaPVtKnMhQ9AmiM https://www.worldometers.info/gdp/israel-gdp/ https://www.worldometers.info/gdp/iran-gdp/ https://jewishbreakingnews.com/v2ij   #israel #Israelnews #heartland #JudeaandSamaria #WestBank #Bibi #Netanyahu #Turkey #Trump

Iran's regime survived, got $300B, and we reopened what we closed. Adam Schiff wants to steal Musk's trillion. Japan is about to blow.This episode is sponsored by Zapier. Get started for free at https://zapier.com/goldThe Iran MOU is being celebrated as a great victory, but Peter Schiff argues it achieved nothing more than returning to pre-war conditions: no fighting and the Strait of Hormuz open — both of which were true before the war started. Iran's regime survived, got immediate sanctions relief, access to a $300 billion investment fund, and frozen assets returned. The only concession is a promise not to develop nuclear weapons — the same promise they were making before the war that Trump said wasn't good enough.Schiff dismantles Adam Schiff's viral video calling for confiscation of Elon Musk's trillion-dollar wealth, showing that dumping that much stock would crash the price to a fraction of its value, destroy two companies, eliminate the incentive for future entrepreneurs, and give each household a one-time $7,500 check they'd spend in a week — the communist promise that has failed every time it's been tried. California's billionaire wealth tax made the ballot, threatening a 5% annual levy that would trigger a mass exodus. Meanwhile, Japan's debt crisis is accelerating with the yen breaking down past 160, 10-year JGBs at 2.65%, and a debt-to-GDP ratio of 250% — at 4% interest rates, two-thirds of Japanese tax revenue would go to interest alone. Schiff calls it a preview of America's future.Chapters:00:00 Crisis Without a Plan00:48 Father's Day Intro02:21 Iran MOU Reality Check09:40 Who Really Wins the Deal17:10 Wealth Inequality and Billionaire Taxes31:16 Why Capital Matters32:29 Panama Wealth Conference33:47 Schiff vs Billionaires35:00 Confiscation Fallout42:43 Japan Yen Crisis50:58 Gold Fed Reality Check54:23 Accountability and Wrap UpFollow @peterschiffX: https://twitter.com/peterschiffInstagram: https://instagram.com/peterschiffTikTok: https://tiktok.com/@peterschiffofficialFacebook: https://facebook.com/peterschiffOur Sponsors:* Check out Chilipad and use my code sleep.me/GOLD for a great deal: https://sleep.me* Check out DBJourney and use my code Schiff15 for a great deal: https://dbjourney.com* Check out Fast Growing Trees and use my code GOLD for a great deal: https://www.fast-growing-trees.com* Check out Plaud AI and use my code GOLD for a great deal: https://plaud.ai* Check out Quince and use my code quince.com/gold for a great deal: https://www.quince.com* Check out TruDiagnostic and use my code GOLD20 for a great deal: https://www.trudiagnostic.comPrivacy & Opt-Out: https://redcircle.com/privacy

Inside Trump's White House, the Epstein Files Caused a Freakout - The New York Times What to know about a deal to end the Iran war | AP News Donald Trump on $300B fund for Iran: 'People can decide to do that'

We are breaking down a massive, jam-packed show of explosive headlines!

Dr. Glen Duerr of Cedarville U. says his concerns are the $300B reconstruction money for Iran, and that the Iranian regime is still in place

David analyzes the newly signed "Versailles Accord" between U.S. and Iran. • The $300 billion reconstruction fund. • Intense friction between Benjamin Netanyahu and Trump • J.D. Vance's warnings to Israel • Why true diplomacy requires recognizing the myth of total war. • France's robust social safety net • Why voters must demand money, power, and revenge to secure a fair society. Subscribe to the newsletter: https://davidfeldmanshow.com Support the show and get your gear: https://shopdavidfeldman.com

────────────────────────────────────────[00:09:57]UFO Beings Are Interdimensional, Not Intergalactic — Physics Rules Out Alien TravelVoyager 1 takes 75,000 years to the nearest star; Vallee told the UN they're from another dimension.────────────────────────────────────────[00:19:55]UFO "Aliens" Push the Same Anti-Christian Doctrine to Every ContacteeNo personal God, no sin, no savior — every time. May be the new age religion they created.────────────────────────────────────────[00:50:39]Abductions Stop the Moment Victims Call on JesusDorden worked with 600+ people; videotaped: man lifted off bed, calls out, pushed back instantly.────────────────────────────────────────[01:03:02]Peters: MOU Concedes All of Iran's War Aims — US Spent $113B to Return to Status QuoThree-card Monte; Knight: $100-113B military costs plus $300B fund unaccounted for.────────────────────────────────────────[01:05:18]Peters Warns of a False Flag to Restart the War Before 60 Days ExpireWill be "dropped in Iran's lap"; Knight: didn't give us one the first time.────────────────────────────────────────[01:12:03]Peters: Iran Deal Not Worth the Paper It's Written On — Munich Agreement ReduxIsrael won't stop bombing Lebanon; Iran won't tolerate it; collapse near certainty.────────────────────────────────────────[01:13:33]US Denies Israel's Nuclear Arsenal While Warring Over Iran's Alleged ProgramOfficial policy ignores Israel's several hundred warheads while going to war over Iran's deterrent.────────────────────────────────────────[01:14:55]Obama Ended the Oil Export Ban — US Produces the Most Oil, Americans Still Pay $4/GallonTrump promised America-first energy but done nothing to keep domestic oil in the country.────────────────────────────────────────[01:17:44]Tariffs Killed the $15,000 Car — Average US Transaction Price Now $52,000Affordable vehicles exist everywhere else; illegal in the US due to regs Trump won't touch.────────────────────────────────────────[01:21:45]Trump Doesn't Want Manufacturing Back — Corporations Want No Affordable CompetitionPeters: cheap alternatives force prices down; the industry lobbies to keep them out. ──────────────────────────────────────── Money should have intrinsic value AND transactional privacy: Go to https://davidknight.gold/ for great deals on physical gold/silver For 10% off Gerald Celente's prescient Trends Journal, go to https://trendsjournal.com/ and enter the code “KNIGHT” For high quality made in America products go to HomeSteadProducts.shop and use promo code “Knight” for 10% off your purchases Find out more about the show and where you can watch it at TheDavidKnightShow.com If you would like to support the show and our family please consider subscribing monthly here: SubscribeStar https://www.subscribestar.com/the-david-knight-show Or you can send a donation throughMail: David Knight POB 994 Kodak, TN 37764Zelle: @DavidKnightShow@protonmail.comCash App at: $davidknightshowBTC to: bc1qkuec29hkuye4xse9unh7nptvu3y9qmv24vanh7Become a supporter of this podcast: https://www.spreaker.com/podcast/the-david-knight-show--2653468/support.

────────────────────────────────────────[00:09:57]UFO Beings Are Interdimensional, Not Intergalactic — Physics Rules Out Alien TravelVoyager 1 takes 75,000 years to the nearest star; Vallee told the UN they're from another dimension.────────────────────────────────────────[00:19:55]UFO "Aliens" Push the Same Anti-Christian Doctrine to Every ContacteeNo personal God, no sin, no savior — every time. May be the new age religion they created.────────────────────────────────────────[00:50:39]Abductions Stop the Moment Victims Call on JesusDorden worked with 600+ people; videotaped: man lifted off bed, calls out, pushed back instantly.────────────────────────────────────────[01:03:02]Peters: MOU Concedes All of Iran's War Aims — US Spent $113B to Return to Status QuoThree-card Monte; Knight: $100-113B military costs plus $300B fund unaccounted for.────────────────────────────────────────[01:05:18]Peters Warns of a False Flag to Restart the War Before 60 Days ExpireWill be "dropped in Iran's lap"; Knight: didn't give us one the first time.────────────────────────────────────────[01:12:03]Peters: Iran Deal Not Worth the Paper It's Written On — Munich Agreement ReduxIsrael won't stop bombing Lebanon; Iran won't tolerate it; collapse near certainty.────────────────────────────────────────[01:13:33]US Denies Israel's Nuclear Arsenal While Warring Over Iran's Alleged ProgramOfficial policy ignores Israel's several hundred warheads while going to war over Iran's deterrent.────────────────────────────────────────[01:14:55]Obama Ended the Oil Export Ban — US Produces the Most Oil, Americans Still Pay $4/GallonTrump promised America-first energy but done nothing to keep domestic oil in the country.────────────────────────────────────────[01:17:44]Tariffs Killed the $15,000 Car — Average US Transaction Price Now $52,000Affordable vehicles exist everywhere else; illegal in the US due to regs Trump won't touch.────────────────────────────────────────[01:21:45]Trump Doesn't Want Manufacturing Back — Corporations Want No Affordable CompetitionPeters: cheap alternatives force prices down; the industry lobbies to keep them out. ──────────────────────────────────────── Money should have intrinsic value AND transactional privacy: Go to https://davidknight.gold/ for great deals on physical gold/silver For 10% off Gerald Celente's prescient Trends Journal, go to https://trendsjournal.com/ and enter the code “KNIGHT” For high quality made in America products go to HomeSteadProducts.shop and use promo code “Knight” for 10% off your purchases Find out more about the show and where you can watch it at TheDavidKnightShow.com If you would like to support the show and our family please consider subscribing monthly here: SubscribeStar https://www.subscribestar.com/the-david-knight-show Or you can send a donation throughMail: David Knight POB 994 Kodak, TN 37764Zelle: @DavidKnightShow@protonmail.comCash App at: $davidknightshowBTC to: bc1qkuec29hkuye4xse9unh7nptvu3y9qmv24vanh7Become a supporter of this podcast: https://www.spreaker.com/podcast/the-real-david-knight-show--5282736/support.

Iran is emboldened after Trump signs the agreement as one Republican Senator calls it the greatest foreign policy blunder in decades. Plus, Republicans lose their nerve on a major redistricting plan.  Learn more about your ad choices. Visit podcastchoices.com/adchoices

Find us at www.crisisinvesting.com Matt and Doug discuss a reported US–Iran peace deal whose MOU hasn't been released, doubting it will last due to Israel–Iran hostility and Israeli opposition, while arguing the US bombing of Iran was unnecessary and that the deal looks like a US surrender with potential reparations (estimated $300B) and possible UAE/private funding plus future service fees after 60 days. They then focus on provisions in the NDAA (Section 219) and an Intelligence Authorization Act measure (Sen. Tom Cotton) that would fuse US–Israel military and intelligence programs, outlining six harms: inability to stop unwanted wars, technology leakage (AI/quantum) possibly to China, US contractors losing business, Gaza-tested AI targeting tools entering US systems, Israeli espionage risks, and irreversible entanglement by FY2027. The conversation also covers Trump's credibility, government involvement in AI companies and energy-hungry data centers, China's open-source AI stance, IMF conditional lending in Papua New Guinea, rising authoritarian security policies in Peru, and broader fears of global conflict. 00:00 Iran US Peace Deal 01:08 Why Bomb Iran 02:31 Israel Leverage Theories 04:21 China Oil Shock Absorber 06:58 Trump Character Spin 10:02 Reparations And Tolls 11:18 Israel Lebanon Sticking Point 12:21 Israel As 51st State 14:59 Six Ways It Hurts 21:36 USS Liberty And AIPAC 24:32 AI Data Centers Bubble 28:24 AI As Strategic Weapon 33:42 World War Three Thesis 36:31 IMF In Papua New Guinea 39:48 Peru Fujimori Crackdown 43:47 Authoritarian Trend Fears 45:44 Hopeful Wrap And Outlook

Your morning briefing. All the news you need to start your day.On today's podcast:(1) Iran is set to receive broad financial incentives as part of its agreement with the US, including the right to sell oil immediately, tap a $300 billion development fund and get eventual access to its frozen assets, according to a final draft of the deal.(2) European Central Bank officials are signaling that a US-Iran peace accord won’t necessarily stop them lifting interest rates further, even if it prevents a more pronounced overshoot in inflation.(3) Federal Reserve policymakers are expected to hold interest rates steady on Wednesday, posing an early test for new chairman Kevin Warsh as rising inflation erodes households’ purchasing power and President Donald Trump continues to press for lower borrowing costs.(4) SpaceX jumped for a third straight day on Tuesday, overtaking Amazon.com in value to become the fifth-largest stock in the world.(5) HSBC said it will use Alphabet’s Google Cloud to roll out artificial intelligence across its global operations, including through projects that can each generate more than $100 million in extra revenue or savings.(6) When Rupert Lowe was ejected from Reform UK in early 2025 over alleged bullying and threatening behavior, party leader Nigel Farage thought he was cutting loose a liability. Instead, he created one of a different kind.Podcast Conversation: Sam Altman’s Career Coach Teaches AI Bosses ‘Emotional Clarity'See omnystudio.com/listener for privacy information.

────────────────────────────────────────[00:09:34]Hegseth Claims US Controlled Hormuz the Whole Time — Can't Explain Why Trump Spent 102 Days Negotiating to Open ItPressed by Brennan, he offered only silence and boasting.────────────────────────────────────────[00:16:13]Vance Signed Iran Deal Electronically — No Public Text, Commitment Reportedly Hits $325 Billion$25B unfrozen assets plus $300B reconstruction. Knight: expect it redacted.────────────────────────────────────────[00:22:29]Iran's Revolutionary Guard Publishes Its Own 14-Point Terms — Reads Like a Confident RegimeDemands $300B reconstruction on top of frozen funds.────────────────────────────────────────[00:27:18]Israel Rejects Being Bound by Trump's Ceasefire — Forces Stay in Lebanon, Syria, GazaBen Gvir: "Trump's agreement does not bind us."────────────────────────────────────────[00:32:01]Mark Levin Demands a Treaty Vote on the Iran Deal — Never Asked for One Before the War StartedKnight cites Levin's silence on Paris Accord, USMCA. Selective constitutionalism.────────────────────────────────────────[00:42:13]Exxon Execs Privately Warned a Week Ago: Strategic Oil Reserves Nearly DrainedKnight: this, not diplomacy, is why Trump rushed the deal.────────────────────────────────────────[00:45:24]Exxon Models Brent Crude to $150-160, Gas Above $6/Gallon Within WeeksKnight: that deadline forced Trump's hand.────────────────────────────────────────[01:29:38]AI Firms Will Be Treated as Too Big to Fail — Government Will Print Money RegardlessKnight: AI's surveillance value guarantees a bailout.────────────────────────────────────────[01:42:00]Blackburn's 291-Page AI Act Would Repeal Section 230 EntirelyPaired with the Block BEAR Act, letting courts order ISPs to block websites.────────────────────────────────────────[01:53:10]Starmer Will Require Facial Recognition for UK Social Media Users Next YearOne left-leaning platform exempted. Accuracy: 36-87%. ──────────────────────────────────────── Money should have intrinsic value AND transactional privacy: Go to https://davidknight.gold/ for great deals on physical gold/silver For 10% off Gerald Celente's prescient Trends Journal, go to https://trendsjournal.com/ and enter the code “KNIGHT” For high quality made in America products go to HomeSteadProducts.shop and use promo code “Knight” for 10% off your purchases Find out more about the show and where you can watch it at TheDavidKnightShow.com If you would like to support the show and our family please consider subscribing monthly here: SubscribeStar https://www.subscribestar.com/the-david-knight-show Or you can send a donation throughMail: David Knight POB 994 Kodak, TN 37764Zelle: @DavidKnightShow@protonmail.comCash App at: $davidknightshowBTC to: bc1qkuec29hkuye4xse9unh7nptvu3y9qmv24vanh7Become a supporter of this podcast: https://www.spreaker.com/podcast/the-david-knight-show--2653468/support.

────────────────────────────────────────[00:09:34]Hegseth Claims US Controlled Hormuz the Whole Time — Can't Explain Why Trump Spent 102 Days Negotiating to Open ItPressed by Brennan, he offered only silence and boasting.────────────────────────────────────────[00:16:13]Vance Signed Iran Deal Electronically — No Public Text, Commitment Reportedly Hits $325 Billion$25B unfrozen assets plus $300B reconstruction. Knight: expect it redacted.────────────────────────────────────────[00:22:29]Iran's Revolutionary Guard Publishes Its Own 14-Point Terms — Reads Like a Confident RegimeDemands $300B reconstruction on top of frozen funds.────────────────────────────────────────[00:27:18]Israel Rejects Being Bound by Trump's Ceasefire — Forces Stay in Lebanon, Syria, GazaBen Gvir: "Trump's agreement does not bind us."────────────────────────────────────────[00:32:01]Mark Levin Demands a Treaty Vote on the Iran Deal — Never Asked for One Before the War StartedKnight cites Levin's silence on Paris Accord, USMCA. Selective constitutionalism.────────────────────────────────────────[00:42:13]Exxon Execs Privately Warned a Week Ago: Strategic Oil Reserves Nearly DrainedKnight: this, not diplomacy, is why Trump rushed the deal.────────────────────────────────────────[00:45:24]Exxon Models Brent Crude to $150-160, Gas Above $6/Gallon Within WeeksKnight: that deadline forced Trump's hand.────────────────────────────────────────[01:29:38]AI Firms Will Be Treated as Too Big to Fail — Government Will Print Money RegardlessKnight: AI's surveillance value guarantees a bailout.────────────────────────────────────────[01:42:00]Blackburn's 291-Page AI Act Would Repeal Section 230 EntirelyPaired with the Block BEAR Act, letting courts order ISPs to block websites.────────────────────────────────────────[01:53:10]Starmer Will Require Facial Recognition for UK Social Media Users Next YearOne left-leaning platform exempted. Accuracy: 36-87%. ──────────────────────────────────────── Money should have intrinsic value AND transactional privacy: Go to https://davidknight.gold/ for great deals on physical gold/silver For 10% off Gerald Celente's prescient Trends Journal, go to https://trendsjournal.com/ and enter the code “KNIGHT” For high quality made in America products go to HomeSteadProducts.shop and use promo code “Knight” for 10% off your purchases Find out more about the show and where you can watch it at TheDavidKnightShow.com If you would like to support the show and our family please consider subscribing monthly here: SubscribeStar https://www.subscribestar.com/the-david-knight-show Or you can send a donation throughMail: David Knight POB 994 Kodak, TN 37764Zelle: @DavidKnightShow@protonmail.comCash App at: $davidknightshowBTC to: bc1qkuec29hkuye4xse9unh7nptvu3y9qmv24vanh7Become a supporter of this podcast: https://www.spreaker.com/podcast/the-real-david-knight-show--5282736/support.

CNBC Fed Survey respondents see little action taken by the Kevin Warsh-led Fed through 2027. However, 88% do expect the central bank at this week's meeting to remove the easing bias in the statement that has signaled the Fed's next move would likely be a cut. ~This episode is sponsored by iTrust Capital~ iTrustCapital | Get $100 Funding Reward + No Monthly Fees when you sign up using our custom link! ➜ https://bit.ly/iTrustPaul 00:10 Sponsor: iTrust Capital 00:30 Wednesday 02:00 Market bet fed will hike this year 02:45 Bitcoin last 6 FOMC 03:20 Andre Jikh: What to watch 04:40 Bond yields crashing 05:30 Andre Jikh: Warsh Master plan 08:15 Former Trump advisor: Something feels off about Iran deal 09:45 Jeff Currie: it will take at least a year for normality 11:00 $300B wiped 11:30 SpaceX pumps HYPE 13:30 Inevitable? 14:50 $BITA launch 15:40 Pomp vs Schiff #Crypto #Bitcoin #Ethereum ~Fed Rate Cut Countdown

Men's Mental Health Month JUNE ROUTINE – Welcome PBN Familywww.survivalscripts.com TODAYS SPONSOR for backup antibiotics!! Become a supporter of this podcast: https://www.spreaker.com/podcast/prepper-broadcasting-network--3295097/support.Support PBN and become a MEMBER of the PBN FAMILY! Free courses, Members only videos, reviews, and podcast! The Prepper's Medical Handbook Build Your Medical Cache – Welcome PBN FamilyJoin the Prepper Broadcasting Network for expert insights on #Survival, #Prepping, #SelfReliance, #OffGridLiving, #Homesteading, #Homestead building, #SelfSufficiency, #Permaculture, #OffGrid solutions, and #SHTF preparedness. With diverse hosts and shows, get practical tips to thrive independently – subscribe now!Newsletter – Welcome PBN FamilyGet Your Free Copy of 50 MUST READ BOOKS TO SURVIVE DOOMSDAYSupport PBN with a Donation 

June 12, 2026 - 6am: Trump's reported deal with Iran could unlock $300B for Tehran just to keep negotiating To listen to this show and other MS podcasts without ads, sign up for MS NOW Premium on Apple Podcasts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Dave joins the squad from YC just ahead of WWDC, where the group breaks down Apple's upgraded Siri and the surprising revelation that much of Apple's AI capability is powered by Google's Gemini models. It wouldn't be a technology podcast without the squad expanding into the broader AI landscape, with Dave arguing that outside of OpenAI and Anthropic, most AI companies are becoming infrastructure providers rather than destination products. They continue to unpack the IPO frenzy around SpaceX and OpenAI, including SpaceX's reportedly massive investor demand and OpenAI's murky timeline to go public. Jess then shifts the conversation to the turmoil at 60 Minutes, where leadership shakeups, internal revolts, and a declining brand presence raise questions about the future of legacy media. Finally, in Pop Culture Corner, the pod closes with Disney's $200 million bet on Toy Story 5 and Taylor Swift's outsized promotional impact.Chapters:01:53 Apple WWDC: New Siri Breakdown05:18 Google Gemini Powers Apple AI07:06 WWDC Ignored Developers Entirely10:21 Tim Cook's Leadership Baton Pass14:30 SpaceX IPO and OpenAI Filing18:00 Anthropic vs. OpenAI Narrative War21:48 Dave Morin's Two-Phone Redemption26:52 60 Minutes Leadership Implosion38:44 Toy Story 5 and Taylor SwiftWe're also on ↓X: https://twitter.com/moreorlesspodInstagram: https://instagram.com/moreorlessYouTube: https://youtu.be/Yvox4U_8u1wConnect 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

Brad Gerstner sits down with Gavin Baker and Andrew Fox of Atreides Management, alongside Altimeter partner Clark Tang, to break down one of the biggest questions in tech and markets: how should investors think about the SpaceX IPO?They unpack the major levers behind SpaceX's next phase: Starship rapid reusability, Starlink broadband and direct-to-cell, Elon's emerging AI compute business, xAI's model ambitions, the Cursor acquisition, and the long-term promise of orbital data centers. The group also debates whether SpaceX is becoming a new kind of AI hyperscaler — “Elon Web Services” — and what that means for the future of compute, cloud, and frontier intelligence.Then they dive into the latest model race: Fable 5, Mythos, ChatGPT 5.5, long-running agents, open source vs. frontier models, Nvidia vs. ASICs, the AI CapEx boom, and why the market may still be underestimating the scale of AI demand. Enjoy another episode of BG2!Timestamps:(00:40) Intro — SpaceX IPO in Two Days, Mythos Launches, Taiwan Takeaways(03:05) xAI's Google & Anthropic Deals: Highest Operating Profit Per Gigawatt(13:28) "Elon Web Services" — Nobody Had AI Compute in the SpaceX Model(19:08) Data Centers Are Not Commodities: First-Principles Design(26:01) Orbital Compute Economics: $5B Per Gigawatt in Space vs. $25B on the Ground(29:25) The Most Underrated Variable: What Cursor Does for xAI's Model(35:05) Bull & Bear Case — Can SpaceX Really 8X Revenue in 4 Years?(37:00) Post-IPO Drawdowns, Lock-Ups & How to Size the Position(43:56) Fable 5, Mythos & Why Snapshot Benchmarks Are Broken(51:00) Frontier vs. Open Source: 90% of Revenue Accrues at the Frontier(01:04:11) $1.5T in CapEx vs. $300B in AI Revenue — Does the Math Math?(01:18:13) The Next $1 Trillion: Three Companies, Half the TimeProduced by Edward Schmidt & Dan ShevchukMusic by Yung SpielbergAvailable on Apple, Spotify, www.bg2pod.comFollow:Brad Gerstner @altcap https://x.com/altcapGavin Baker @GavinSBaker https://x.com/GavinSBakerClark Tang @_clarktang https://x.com/_clarktangBG2 Pod @bg2pod https://x.com/BG2Pod

On this episode of CoinDesk's Public Keys from the New York Stock Exchange, host Jennifer Sanasie is joined by Bloomberg Intelligence Senior Research Analyst James Seyffart to break down the SpaceX IPO's pull on crypto capital, four consecutive weeks of Bitcoin ETF outflows topping $1.7 billion, and the Zcash counterfeiting bug. VanEck Director of Digital Assets Product Kyle DaCruz unpacks VBNB, the first US spot BNB ETF, the rise of "revenue chains," and what staking rewards will mean for the product. 100X Capital CIO Joy Pathak — also known as the Wizard of SoHo — shares his top conviction trade in the 10X segment. Plus, Benchmark-StoneX Managing Director Mark Palmer breaks down why the market overreacted to Strategy's first publicized Bitcoin sale, his $570 price target on the company, and his Buy rating with a $32 target on Strive. - This episode of Public Keys is brought to you by Kraken Pro. For more: ⁠⁠https://pro.kraken.com/⁠⁠ - Learn more at https://www.bullish.com/.-Register now for CoinDesk's Policy and Regulation event on September 24, 2026: https://policy-regulation.coindesk.com/. Timecodes: 00:00 Welcome to Public Keys 00:38 SpaceX IPO, BTC Drops 01:50 BTC ETF Outflows: Overreaction or Trend? 03:23 Zcash Counterfeiting Bug and the Privacy Narrative 06:34 VanEck's Kyle DaCruz on the First US Spot BNB ETF 07:18 Ghost Chains vs Revenue Chains: BNB by the Numbers 08:56 BNB Staking and How VanEck Picks Its Next ETF 11:17 BNB Chain's Decentralization 14:55 ETF Flows Deep-Dive: Bitcoin, Hyperliquid, XRP, Solana 18:02 Bitcoin ETFs vs Gold's $300B in Assets 19:14 The Yin-Yang of Crypto: "We're So Back" vs "It's So Over" 21:39 Joy Pathak's ‘10X' Trade: NEAR 24:04 Benchmark-StoneX' Mark Palmer on Strategy's First Publicized BTC Sale 25:32 Why S&P's October Critique Drove the Sale 27:47 Path to a $570 Price Target on Strategy 29:40 $32 Buy Rating on Strive and a $95K BTC Assumption 32:18 Crypto Fear & Greed Index at 8 - This episode was hosted by Jennifer Sanasie.

Nvidia just reported Q1 fiscal year 2027. The numbers are extraordinary even by Nvidia's own standards. Free cash flow of $49 billion. A nearly 60% free cash flow margin. Revenue guidance implying over $300 billion for calendar year 2026, with some estimates suggesting $400 billion is possible. Next quarter alone: $91 billion in guided revenue. Vera Rubin is beginning to ship and is expected to generate $20 billion in its first six months.And then Jensen Huang said something on the earnings call that almost nobody covered.Nvidia plans to become the world's largest CPU supplier in 2026.That single claim has profound implications — for Intel, for AMD, for every investor tracking the CPU market, and for the semiconductor supply chain at large. CSI called this out as a remote possibility during their CPU market share update just weeks earlier. Now it is a public commitment from Jensen Huang himself.CSI works through the full picture in this episode. They cover Nvidia's new revenue reporting framework — the shift from a single data center segment to two sub-markets. Hyperscale covers the five major cloud providers: Amazon, Microsoft, Alphabet, Meta, and Oracle. ACIE covers AI clouds, industrial, enterprise, and sovereign data centers. This segmentation matters enormously because 80% of global IT spending is still on legacy systems. The enterprise migration to AI infrastructure is just beginning to happen at scale, and for the first time investors have direct visibility into it through Nvidia's own reporting.They also run the reverse DCF at $223 per share. The result: 20% free cash flow per share growth over five years at a 6% terminal rate gets you to today's price. That is not historically cheap for Nvidia. But it is the lowest bar the company has had to clear in years — and given that EPS grew 214% and FCF per share grew 88% in Q1 alone, clearing that bar looks more feasible than it sounds.CSI's updated position: Nvidia remains their largest personal holding. The updated baseline assumption is 50% stock price growth for 2026, revised upward from 40%. Not a prediction. A framework for thinking about what the business needs to deliver to justify current prices.What we cover:— Nvidia Q1 FY2027: $49B FCF, 60% FCF margin, EPS +214% YoY— Revenue outlook: $300B+ in 2026, $91B guided next quarter— Vera Rubin: $20B in sales expected in first six months— New reporting framework: hyperscale vs. ACIE and why it matters— The enterprise migration — 80% of global IT still on legacy systems— Jensen's CPU claim: Nvidia to be world's largest CPU supplier in 2026— Reverse DCF at $223: 20% FCF/share growth, 6% terminal rate— Why Nvidia has looked "boring" while small caps ran hundreds of percent— Updated CSI baseline: 50% stock price target revised upwardSemi Insider members get access to CSI's full DCF and reverse DCF tools, live Q&A sessions, and analysis like this as it happens. Join at chipstockinvestor.comDisclosure: Nick and Kasey have a position in Nvidia. This content is for general information only and is not individual investment advice. All investing involves risk.chipstockinvestor.com

Mukesh Bansal hasn't written code in 20 years. In the last 60 days, he built two fully functional websites, an iOS app integrating four frontier AI models, and a working health tracker — live, on camera, in under an hour.This isn't your usual conversation about AI. It's a live demonstration of what's possible right now.In this solo episode of SparX, Mukesh shares his unfiltered journey from non-technical founder to hands-on builder — and why he believes the distinction between "tech" and "non-tech" has permanently ceased to exist. He walks through everything he's built using Claude Code, what it took to get there, and why he's now telling every senior leader he knows: stop managing, start building.He also brings in four live AI agents — Claude Opus, GPT, Gemini, and Grok — who join the conversation, debate each other, and answer questions in real time. The results are as revealing as they are entertaining.What you'll see built live in this episode:A fully playable Snake game — in under 2 minutesA health tracker that logs fitness, runs guided meditation, and analyses your meal from a photo — all built in under 60 minutes, while recording this podcastWhat you'll take away:Why the barrier between technical and non-technical founders has collapsedHow to think about "terminal roadmaps" — and why resource constraints are no longer an excuseWhat this means for India's 6 million IT services employees and the $300B industry they powerWhy senior managers who refuse to become hands-on builders will be left behindThe one skill that matters more than ever: systems-level thinkingWhy distribution — not code — is now the only real moat"I can build a better version of Myntra in a few weeks. The reason you can't replace Myntra isn't the code. It's the supply chain, the relationships, the distribution."Host: Mukesh Bansal — Founder Myntra, Founder Cult.fit, Partner Meraki LabsClaude Code, AI coding agents, vibe coding, AI programming, non-technical founder, GPT coding, Gemini AI, Grok AI, Claude Opus, AI software development, future of programming, future of software engineering, Indian IT services, IT industry disruption, TCS Infosys Wipro AI, AI startups India, Mukesh Bansal, SparX podcast

This week on the Watson Weekly, Rick Watson breaks down the biggest stories shaping commerce, technology, and AI infrastructure.Tim Cook is stepping down as Apple CEO after 14 transformative years that took the company from a $300B market cap to $4 trillion. John Turnis takes the helm September 1st.The Watson Weekly is sponsored by Avalara - the agentic AI platform automating global tax and compliance for leading eCommerce brands. For more details: https://avalaratax.watsonweekly.comAnthropic just inked a $100 billion, 10-year infrastructure deal with AWS for 5 gigawatts of compute, while Amazon pours another $5B (potentially $20B more) into the AI lab. Brad Jacobs strikes again: QXO is acquiring Top Build for ~$17B, his third deal in under a year.Plus, a tribute to industry leader Jon Panella.The Investor Minute with 5 items this week from the world of venture capital, acquisitions, and IPOs.

In this episode of the Crypto Rundown, Tevo and Brian break down why markets still look strong despite cautious sentiment, highlighting $300B in recent crypto market growth and continued institutional accumulation. They dive into rising activity in NFTs and meme coins, signaling a shift back toward risk-on behavior as capital begins rotating into higher-upside plays. The episode also covers macro narratives like Tether freezing $344M, Bitcoin funding rates turning negative (a potential bullish signal), and ongoing debates around supply shock driven by major buyers like Michael Saylor. They wrap with discussions on regulation, Trump's crypto stance, and emerging infrastructure like X's potential banking features, reinforcing that crypto is positioning for a larger move ahead.$1 Trial Momentum Money Makers VIPhttps://www.thecryptomavericks.com/mm-vip-trial1763665474309?utm_content=MMTrial&utm_medium=Podcast&utm_source=Internal&utm_term=DescriptionCheck out Quince: https://quince.com/CRYPTO101Check out Shopify: https://shopify.com/crypto101Check out Mars Men: https://mengotomars.comGet my #1 altcoin pick for this month.Get immediate access to my entire crypto portfolio for just $1.00 today! Get your FREE copy of "Crypto Revolution" and start making big profits from buying, selling,Get immediate access to my entire crypto portfolio.. just $1.00 today! Go here to get access: https://www.crypto101insider.com/cryptnation-directm6pypcy1?utm_source=Internal&utm_medium=YouTube&utm_content=Podcast&utm_term=20250916Get your FREE copy of "Crypto Revolution: Your Guide To The Future of Money". In this book, I reveal how to make (and keep) a fortune during this crypto bull run! http://www.cryptorevolution.com/free?utm_source=Internal&utm_medium=YouTube&utm_content=Podcast&utm_term=20250916Chapters00:13 — Market cautious but $300B added05:30 — Bitcoin “pain trade higher” continues10:30 — NFTs surge with major buying activity15:30 — Meme coins return as risk appetite grows20:30 — Whale activity and recent big winners25:30 — Crypto market adds $310B in a month30:00 — Negative funding rates signal potential upside35:00 — Saylor buying sparks supply shock debate40:30 — Trump, regulation, and Clarity Act update50:00 — X app, banking rumors, and crypto futureSubscribe to YouTube for Exclusive Content:https://www.youtube.com/@crypto101podcast?sub_confirmation=1Follow us on social media for leading-edge crypto updates and trade alerts:https://twitter.com/Crypto101Podhttps://instagram.com/crypto_101*This is NOT financial, tax, or legal advice*Boardwalk Flock LLC. All Rights Reserved  ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬Fog by DIZARO https://soundcloud.com/dizarofrCreative Commons — Attribution-NoDerivs 3.0 Unported — CC BY-ND 3.0 Free Download / Stream: http://bit.ly/Fog-DIZAROMusic promoted by Audio Library https://youtu.be/lAfbjt_rmE8▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬Our Sponsors:* Check out Mars Men and use my code Mengotomars.com for a great deal: https://mengotomars.com* Check out NPR: https://npr.org* Check out Quince and use my code quince.com/crypto101 for a great deal: https://www.quince.com* Check out Shopify and use my code shopify.com/crypto101 for a great deal: https://www.shopify.comAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Group Chat News is back  1001 and still going. This week: the Masters broke every record with Rory's comeback. Online gambling is out of control. LIV Golf winding down as Saudi money dries up. Uber's AI budget produced nothing and big companies are rethinking the spend. S&P at all-time highs while Buffett sits on $300B cash. Allbirds became a meme stock. Zuck moved his desk. SpaceX SPV drama. Corporate lawyers getting quarterback money. American luxury thriving, Gucci bleeding, global luxury demand disappearing. Boomers have $90T and every spring break reservation. TMZ set up shop in DC.

Sign up for our newsletter and get the full breakdown of every episode sent straight to you.https://the505podcast.beehiiv.com/ ( https://the505podcast.beehiiv.com/ )Nike turned a $3 million bet on a 21-year-old Michael Jordan into a $126 million first ...

In this episode, we examine the astonishing $300 billion venture funding in Q1 2026, with 80% allocated to AI startups. We also discuss the implications of new AI regulations, healthcare breakthroughs, and Meta's recent AI security incident.Chapters00:00 Introduction00:43 AI Regulation Surge04:00 Georgia's AI Bills05:41 NOAA Labs Breakthrough09:51 Meta's AI Incident13:26 Venture Funding Insights Get the top 80+ AI Models for $8.99 at AI Box: ⁠⁠https://aibox.aiHow I Grow and Scale My Business with AI: https://www.skool.com/aihustle

In this episode, we examine the astonishing $300 billion venture funding in Q1 2026, with 80% allocated to AI startups. We also discuss the implications of new AI regulations, healthcare breakthroughs, and Meta's recent AI security incident.Chapters00:00 Introduction00:43 AI Regulation Surge04:00 Georgia's AI Bills05:41 NOAA Labs Breakthrough09:51 Meta's AI Incident13:26 Venture Funding Insights Get the top 80+ AI Models for $8.99 at AI Box: ⁠⁠https://aibox.aiHow I Grow and Scale My Business with AI: https://www.skool.com/aihustle See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this episode, we examine the astonishing $300 billion venture funding in Q1 2026, with 80% allocated to AI startups. We also discuss the implications of new AI regulations, healthcare breakthroughs, and Meta's recent AI security incident.Chapters00:00 Introduction00:43 AI Regulation Surge04:00 Georgia's AI Bills05:41 NOAA Labs Breakthrough09:51 Meta's AI Incident13:26 Venture Funding Insights Get the top 80+ AI Models for $8.99 at AI Box: ⁠⁠https://aibox.aiHow I Grow and Scale My Business with AI: https://www.skool.com/aihustle See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this episode, we examine the astonishing $300 billion venture funding in Q1 2026, with 80% allocated to AI startups. We also discuss the implications of new AI regulations, healthcare breakthroughs, and Meta's recent AI security incident.Chapters00:00 Introduction00:43 AI Regulation Surge04:00 Georgia's AI Bills05:41 NOAA Labs Breakthrough09:51 Meta's AI Incident13:26 Venture Funding Insights Get the top 80+ AI Models for $8.99 at AI Box: ⁠⁠https://aibox.aiHow I Grow and Scale My Business with AI: https://www.skool.com/aihustle

In this episode, we examine the astonishing $300 billion venture funding in Q1 2026, with 80% allocated to AI startups. We also discuss the implications of new AI regulations, healthcare breakthroughs, and Meta's recent AI security incident.Chapters00:00 Introduction00:43 AI Regulation Surge04:00 Georgia's AI Bills05:41 NOAA Labs Breakthrough09:51 Meta's AI Incident13:26 Venture Funding Insights Get the top 80+ AI Models for $8.99 at AI Box: ⁠⁠https://aibox.aiHow I Grow and Scale My Business with AI: https://www.skool.com/aihustle See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this episode, we examine the astonishing $300 billion venture funding in Q1 2026, with 80% allocated to AI startups. We also discuss the implications of new AI regulations, healthcare breakthroughs, and Meta's recent AI security incident.Chapters00:00 Introduction00:43 AI Regulation Surge04:00 Georgia's AI Bills05:41 NOAA Labs Breakthrough09:51 Meta's AI Incident13:26 Venture Funding Insights Get the top 80+ AI Models for $8.99 at AI Box: ⁠⁠https://aibox.aiHow I Grow and Scale My Business with AI: https://www.skool.com/aihustle See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this episode, we examine the astonishing $300 billion venture funding in Q1 2026, with 80% allocated to AI startups. We also discuss the implications of new AI regulations, healthcare breakthroughs, and Meta's recent AI security incident.Chapters00:00 Introduction00:43 AI Regulation Surge04:00 Georgia's AI Bills05:41 NOAA Labs Breakthrough09:51 Meta's AI Incident13:26 Venture Funding Insights Get the top 80+ AI Models for $8.99 at AI Box: ⁠⁠https://aibox.aiHow I Grow and Scale My Business with AI: https://www.skool.com/aihustle

In this episode, we examine the astonishing $300 billion venture funding in Q1 2026, with 80% allocated to AI startups. We also discuss the implications of new AI regulations, healthcare breakthroughs, and Meta's recent AI security incident.Chapters00:00 Introduction00:43 AI Regulation Surge04:00 Georgia's AI Bills05:41 NOAA Labs Breakthrough09:51 Meta's AI Incident13:26 Venture Funding Insights Get the top 80+ AI Models for $8.99 at AI Box: ⁠⁠https://aibox.aiHow I Grow and Scale My Business with AI: https://www.skool.com/aihustle See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In today's episode, Tom dives deep into the unfolding chaos in the Middle East, breaking down the recent attacks in the Strait of Hormuz and their global impact on oil prices and supply chains. He explores the complexities of Iran's decentralized military structure, the persistent propaganda fueling the conflict, and the ripple effects on global markets as nations scramble to protect their interests. Tom brings a first-principles approach to understanding the headlines, examining how asymmetric warfare and shifting alliances are shaping the future of energy, economics, and international security. From panic gas-buying in China to the challenges facing American and Israeli radar systems, this episode offers an unflinching look at the geopolitics, strategic moves, and technology driving today's world events. Plus, Tom discusses how information is spun in media, the evolving role of AI in politics and industry, and the importance of staying sharp and skeptical in a landscape flooded with conflicting narratives. Whether you're tracking the oil markets, worried about energy independence, or trying to cut through the noise, this episode equips you with the context and insights you need to understand what's really happening on the world stage. What's up, everybody? It's Tom Bilyeu here: If you want my help... STARTING a business: join me here at ZERO TO FOUNDER:  https://tombilyeu.com/zero-to-founder?utm_campaign=Podcast%20Offer&utm_source=podca[%E2%80%A6]d%20end%20of%20show&utm_content=podcast%20ad%20end%20of%20show SCALING a business: see if you qualify here.:  https://tombilyeu.com/call Get my battle-tested strategies and insights delivered weekly to your inbox: sign up here.: https://tombilyeu.com/ ********************************************************************** If you're serious about leveling up your life, I urge you to check out my new podcast, Tom Bilyeu's Mindset Playbook —a goldmine of my most impactful episodes on mindset, business, and health. Trust me, your future self will thank you. ********************************************************************** FOLLOW TOM: Instagram: https://www.instagram.com/tombilyeu/ Tik Tok: https://www.tiktok.com/@tombilyeu?lang=en Twitter: https://twitter.com/tombilyeu YouTube: https://www.youtube.com/@TomBilyeu Ketone IQ: Visit https://ketone.com/IMPACT for 30% OFF your subscription orderQuince: Free shipping and 365-day returns at https://quince.com/impactpodDuck.Ai: Protect your privacy at https://duck.ai/impactShopify: Sign up for your one-dollar-per-month trial period at https://shopify.com/impactMonetary Metals: Future-proof your wealth at https://monetary-metals.com/impactBlinkist: Start your free trial at https://blinkist.com/impactPlaud: Get 10% off with code TOM10 at https://plaud.ai/tomBlocktrust IRA: get up to $2,500 funding bonus to kickstart your account at https://tomcryptoira.comCape: 33% off your first 6 months with code IMPACT at https://cape.co/impactNetsuite: Right now, get our free business guide, Demystifying AI, at https://NetSuite.com/Theory Learn more about your ad choices. Visit megaphone.fm/adchoicesSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In today's episode, Tom dives deep into the unfolding chaos in the Middle East, breaking down the recent attacks in the Strait of Hormuz and their global impact on oil prices and supply chains. He explores the complexities of Iran's decentralized military structure, the persistent propaganda fueling the conflict, and the ripple effects on global markets as nations scramble to protect their interests. Tom brings a first-principles approach to understanding the headlines, examining how asymmetric warfare and shifting alliances are shaping the future of energy, economics, and international security. From panic gas-buying in China to the challenges facing American and Israeli radar systems, this episode offers an unflinching look at the geopolitics, strategic moves, and technology driving today's world events. Plus, Tom discusses how information is spun in media, the evolving role of AI in politics and industry, and the importance of staying sharp and skeptical in a landscape flooded with conflicting narratives. Whether you're tracking the oil markets, worried about energy independence, or trying to cut through the noise, this episode equips you with the context and insights you need to understand what's really happening on the world stage. What's up, everybody? It's Tom Bilyeu here: If you want my help... STARTING a business: join me here at ZERO TO FOUNDER:  https://tombilyeu.com/zero-to-founder?utm_campaign=Podcast%20Offer&utm_source=podca[%E2%80%A6]d%20end%20of%20show&utm_content=podcast%20ad%20end%20of%20show SCALING a business: see if you qualify here.:  https://tombilyeu.com/call Get my battle-tested strategies and insights delivered weekly to your inbox: sign up here.: https://tombilyeu.com/ ********************************************************************** If you're serious about leveling up your life, I urge you to check out my new podcast, Tom Bilyeu's Mindset Playbook —a goldmine of my most impactful episodes on mindset, business, and health. Trust me, your future self will thank you. ********************************************************************** FOLLOW TOM: Instagram: https://www.instagram.com/tombilyeu/ Tik Tok: https://www.tiktok.com/@tombilyeu?lang=en Twitter: https://twitter.com/tombilyeu YouTube: https://www.youtube.com/@TomBilyeu Ketone IQ: Visit https://ketone.com/IMPACT for 30% OFF your subscription orderQuince: Free shipping and 365-day returns at https://quince.com/impactpodDuck.Ai: Protect your privacy at https://duck.ai/impactShopify: Sign up for your one-dollar-per-month trial period at https://shopify.com/impactMonetary Metals: Future-proof your wealth at https://monetary-metals.com/impactBlinkist: Start your free trial at https://blinkist.com/impactPlaud: Get 10% off with code TOM10 at https://plaud.ai/tomBlocktrust IRA: get up to $2,500 funding bonus to kickstart your account at https://tomcryptoira.comCape: 33% off your first 6 months with code IMPACT at https://cape.co/impactNetsuite: Right now, get our free business guide, Demystifying AI, at https://NetSuite.com/Theory Learn more about your ad choices. Visit megaphone.fm/adchoices

Day 10 of Operation Epic Fury and the Iranian regime is on life support — maybe literally. Jim Talent breaks down why this war ends in weeks, not months, and what happens if the regime falls. Also: media malpractice from London to CNN, a $300B refinery in Texas, and why the SAVE Act can't clear 60 votes.Editor's note: Due to a (now-fixed) technical issue with Duane's webcam, this episode is audio only. (00:00) - Part I (00:55) - Operation Epic Fury update (01:53) - Jim Talent on war timeline (05:39) - Destroying capability vs. intention (09:28) - Hunting top regime targets (16:29) - Supreme Leader Cardboard unveiled (22:18) - Khamenei hospital report (26:19) - Witkoff on failed negotiations (37:25) - Part II (38:00) - Media malpractice roundup (50:55) - SAVE Act filibuster reality

In Episode 176 of The Liquidity Event, Shane is joined by Brooklyn Fi Senior Financial Planner Kody Sherlund to unpack a mix of personal finance headlines and real-world planning questions. They kick things off with an IRS agent who moonlights as an NFL referee and what that says about modern "two-job" America. Then they break down what happens when a 529 plan is overfunded, whether insider stock purchases are actually a bullish signal, and why diversification still matters even when markets feel unpredictable. The episode also covers Anthropic's reported $300B valuation and employee tender offer, including what to consider before selling private company shares. Finally, they tackle a Reddit question: can a couple earning $750K–$850K afford a $1.8M home in the NYC suburbs? Key Time Stamps: 00:00 – Welcome + Episode Overview 00:34 – Shane & Kody intro 06:19 – IRS agent who's also an NFL referee 09:45 – What happens when you overfund a 529 plan 15:16 – Rethinking standard investment advice? 20:12 – Can you "beat" the market long term? 21:25 – Do insider stock purchases actually signal upside? 26:40 – Anthropic's $300B valuation & employee tender offer 27:47 – What to consider before selling private shares 32:22 – Can you afford a $1.8M home on $750K income?

Is the SaaS business model dead? Wall Street just wiped out $300B in software value as fears grow that AI agents will replace human seats. Paul and Mike break down the market drop, Anthropic's Super Bowl ads targeting OpenAI, and the rise of "Move 37" moments where experts admit AI superiority. Plus: SpaceX buys xAI, Claude Opus 4.6, and the $650B race for compute. Show Notes: Access the show notes and show links here Click here to take this week's AI Pulse. Timestamps: 00:00:00 — Intro 00:04:14 — AI Pulse Results 00:06:24 —SaaS Apocalypse 00:23:53 — Anthropic Super Bowl Ad 00:33:56 — The Move 37 Moment for Everyone 00:47:39 — SpaceX Acquires xAI 00:50:55 — Claude Opus 4.6 00:56:00 — GPT-5.3 Codex 00:59:10 — OpenAI Frontier 01:04:48 — The AI Capex Wars 01:11:01 — Latest on AI Impact on Jobs 01:14:52 — Agentic CRMs 01:17:41 — AI Product and Funding Updates Today's episode is also brought to you by our AI for Agencies Summit, a virtual event taking place from 12pm - 5pm ET on Thursday, February 12. The AI for Agencies Summit is designed for marketing agency practitioners and leaders who are ready to reinvent what's possible in their business and embrace smarter technologies to accelerate transformation and value creation. There is a free registration option, as well as paid ticket options that also give you on-demand access after the event. To register, go to www.aiforagencies.com  Visit our website Receive our weekly newsletter Join our community: Slack LinkedIn Twitter Instagram Facebook Looking for content and resources? Register for a free webinar Come to our next Marketing AI Conference Enroll in our AI Academy 

Subscribe to our Newsletter: https://theultimatepartner.com/ebook-subscribe/ Check Out UPX: https://theultimatepartner.com/experience/ https://youtu.be/-flNeKF6CxQ?si=xIIQ4LUl7oraQjkg Microsoft’s Cyril Belikoff joins Vince Menzione to reveal the seismic shift occurring within the newly reimagined Microsoft Marketplace. As the industry moves toward a predicted $300 billion partner opportunity by 2030, this discussion deconstructs the evolution of the “Frontier” vision, the launch of the AI apps and agents category, and the critical “Resale Enabled Offer” (REO) that is currently doubling deal sizes for early adopters. Whether you are a software company looking to scale globally or a reseller aiming to stitch together complex AI solutions, the message is clear: the flywheel is already spinning, and those who wait for a “perfect strategy” risk being permanently displaced by more agile competitors who are getting their feet wet today. Key Takeaways The Microsoft Marketplace has been reimagined into a single destination for discovering, buying, and deploying AI apps and agents. Analysts predict a staggering $300 billion opportunity for partners within the Microsoft Marketplace by 2030. The new Resale Enabled Offer (REO) allows software companies to authorize channel partners to resell on their behalf across specific geographies with minimal overhead. Cloud migration is far from over, as massive amounts of on-premise data and ISV apps still need to be modernized for the AI era. Marketplace deal sizes are doubling as customers use Azure commitments to retire their marketplace acquisition costs. Successful partners are moving away from “boiling the ocean” strategies and instead focusing on transacting one or two deals to learn the ecosystem’s mechanics. If you're ready to lead through change, elevate your business, and achieve extraordinary outcomes through the power of partnership—this is your community. At Ultimate Partner® we want leaders like you to join us in the Ultimate Partner Experience – where transformation begins. Key Tags: Microsoft Marketplace, AI apps and agents, Resale Enabled Offer, REO, Cyril Belikoff, Azure Marketplace, AppSource, cloud solutions, software companies, digital transformation, AI strategy, channel led sales, ISV solutions, cloud migration, Azure commitments, Microsoft Cloud, Frontier vision, MSP opportunity, marketplace transacting, AI monetization, global scale, procurement, IT deployment, technical modernization, partner ecosystem, business applications. Opening Lines: [00:00:00] Cyril Belikoff: Marketplace is really the extension of our vision for Frontier, uh, and the Microsoft Cloud. You know, the, the Microsoft technology takes a customer a long way, but in many ways to complete the thought. If you’re in football terms, you want to cross over the line and score touchdown. You can’t just get, uh, to the red zone. [00:00:20] Cyril Belikoff: You actually need partner solutions. [00:00:26] Vince Menzione: So let’s, let’s kick off to Marketplace a little bit right, too, because, uh, it’s been a big year for Marketplace, or 20, the first half of 2026 fiscal year 2026 has been a big year. A lot of announcements, a lot of things going on in the world, in marketplace. Where do we wanna start there? Let’s recap some of it. [00:00:44] Cyril Belikoff: Yeah. Um, so, um. It feels like a long time ago, but in, at the end of September, [00:00:51] Vince Menzione: yeah. [00:00:52] Cyril Belikoff: Um, at the AR tour, uh, in Chicago, we announced a new Microsoft marketplace. We reimagined that experience. It’s a new customer experience, single destination for customers to. You know, discover, find, try, buy, and deploy cloud solutions, AI apps and agents all in one place. [00:01:11] Cyril Belikoff: And so historically, we’ve had a little bit, uh, of decentralization. We had this thing called the Azure Marketplace and AppSource for different experiences. AppSource was more for teams and, and copilot. Um, and, and office, Azure Marketplace. Of course, that was for Azure. We brought all of that into one place. [00:01:30] Cyril Belikoff: So customers, whether they are looking for a SaaS solution running on Azure, an agent that snaps into copilot, an experience that runs in our security store, now they can go to one place. Um. marketplace.microsoft.com. It’s one, it’s the new Microsoft marketplace. And we have an, of course, we have a, we had, we launched a brand new category, AI apps and agents, and we launched that category in September. [00:01:54] Cyril Belikoff: Uh, bringing together numerous, uh, uh, partner offerings. Yeah. And today we have the largest catalog, um, probably in the mid four thousands of AI and agents. Wow. Available to customer. So fantastic. There was, there was quite a big moment in September. Um, and then fast forward a little bit to November, we announced a resale enabled offer, um, at Ignite [00:02:15] Vince Menzione: eo. [00:02:16] Vince Menzione: Eo [00:02:16] Cyril Belikoff: eo. I, [00:02:17] Vince Menzione: I like EO reminds me of the band back in the day. [00:02:19] Cyril Belikoff: Yeah. R Speedwagon. There you go. Uh, well, and it’s, it’s not that far from it because Oreo accelerates. Yeah. Um, what partners can do, uh, with the marketplace and really connects. Software companies and resellers, which I’m sure we’ll talk about in a second. [00:02:34] Cyril Belikoff: But that’s really the recap, um, of, uh, you know, the new Microsoft marketplace, how we enabling it for, uh, for partners through the the resell enable offer. [00:02:45] Vince Menzione: So, I know we talked on this a little bit, but I wanna maybe just expand on it. What does the frontier push and the marketplace evolution mean for partners? [00:02:53] Vince Menzione: Because I, I think it’s huge for both, for these partners to really monetize and accelerate their success working with you. [00:03:00] Cyril Belikoff: Yeah. So, um. Marketplace is really the extension of our vision for Frontier, uh, and the Microsoft Cloud. You know, the, the Microsoft technology takes a customer a long way, but in many ways to complete the thought and to, you know, uh, uh. [00:03:20] Cyril Belikoff: If you’re in football terms, you wanna cross over the line and score a touchdown, you can’t just get, uh, to the red zone. You actually need partner solutions. [00:03:28] Vince Menzione: Yeah. [00:03:29] Cyril Belikoff: Uh, and so that’s where the partner solutions, combined with Microsoft’s first party offerings become a really, really. Great offering and powerful offering for our customers to, to become Frontier. [00:03:40] Cyril Belikoff: So we have obviously a ton of AI experiences, our own co-pilot experiences, uh, Microsoft Foundry, which is a platform for ai, but in, in many ways, we need those industry solutions. We need those AI apps and agents from partners to complete that offering. And that’s really. How it comes together and, uh, you know, uh, I heard you from o was just on before me. [00:04:01] Cyril Belikoff: They actually predict that the Microsoft marketplace, uh, is a 300 billion partner opportunity by 2030. Yeah, they’re talking about, I think, mid eighties growth. We have literally seen our business for the last three years, and we are in the middle of our, uh, you know, third year doubling. And so when you get three or four years of doubling every year, that’s compounded doubling. [00:04:24] Cyril Belikoff: Um, so, uh, we have seen lots of momentum from customers, lots of interest. We’ve made it, you know. Interesting for customers. Um, and incentivize our customers with their Azure commitments that can retire their marketplace, uh, acquisitions that way. We’ve made it, we’ve put incentives for partners and for our own sellers. [00:04:44] Cyril Belikoff: So we really creating the flywheel for everybody in the market to see value from, uh, the marketplace. So. Like, like, like you mentioned, like m the, uh, you know, suggested [00:04:55] Vince Menzione: Yeah. [00:04:55] Cyril Belikoff: It’s only exploding the opportunity on marketplace. [00:04:58] Vince Menzione: Well, and you both touched on the fact that the data is not in the cloud yet. [00:05:02] Vince Menzione: Not all the data that needs to be in the cloud in order to drive the future of where we wanna go from a society. Mm-hmm. And from a business application perspective needs to be in the cloud. So huge opportunities for partners around data states, around securing that data, governing that data, and so on, on top of all the business applications, [00:05:19] Cyril Belikoff: right? [00:05:19] Vince Menzione: As promise. So incredible. Yep. So let’s [00:05:22] Cyril Belikoff: talk about, yeah. The call migration. The call migration, people think that is over and it’s long from over because customers have plenty, uh, on premise, uh, not only Microsoft technology, but the, the, the, the software company or the ISV app that sits on top of it. Yeah. [00:05:36] Cyril Belikoff: And that needs to be migrated, managed, modernized, um, and marketplace is a big part of that too. Um, but there’s so many services and, um, opportunities around it. [00:05:45] Vince Menzione: Incredible opportunity. Let’s talk about the channel and the channel opportunity. You, you touched on this earlier, right? So this really lighting up the channel. [00:05:53] Vince Menzione: I saw this loud and clear when we were at Ignite. Like this is a huge opportunity for the Es, for the resellers, for all the partners. And as part of REO, you’ve got huge opportunities you’re laying out for them for the 500,000 part partners. You know, we talk about the Bill Gates moment down here in Boca. [00:06:09] Vince Menzione: This is where it all started. Uh, yep. How, how do you think about marketplace in the channel today? [00:06:16] Cyril Belikoff: Yeah. You know, it’s, um, it’s vital. You know, we have a customer need, um, from. The smallest is small business all the way to enterprise. And the really, the only way we serve that, the only way we know how to serve that is with our partners from the largest of partners that serve our top enterprises down through, um, what we call small and medium and then down to our small business. [00:06:41] Vince Menzione: Yeah. [00:06:41] Cyril Belikoff: Um, and so, you know, we have seen our. You know, while our, we’ve seen a doubling of our business, we’ve seen three, three and a half to four x doubling of our channel led sales. [00:06:53] Vince Menzione: Yeah. [00:06:54] Cyril Belikoff: Um, over the last year. And so while our overall business is doubling, channel is accelerating even, you know, even more. [00:07:02] Cyril Belikoff: And so there, there’s a need from our customers because they buy from our channel and there’s obviously a need from the channel. And so we created this resale enabled offer. As you mentioned, we, um. We announced private preview in September and launched GA at Ignite. So, you know, uh, November, just before Thanksgiving holiday and retail Enable offer is all about scale and how we connect a, a, an independent software vendor or a software company. [00:07:27] Cyril Belikoff: To authorize a channel partner to resell on their behalf on a particular geography. And then that allows software companies to expand into new markets with very little overhead. And it allows the channel partners to create a set of offerings, not only from one partner, but you might have multiple software companies or applications that you stitch that are together to create an end-to-end customer offering or experience. [00:07:51] Cyril Belikoff: And so we are seeing, we are seeing many to many relationships. So software companies might authorize many resellers, many markets they’re in, for example. Yep. And then resellers, um, they’re, they’re becoming authorized resellers from many software companies so that they can really stitch together, end into end solution. [00:08:09] Cyril Belikoff: And it, we’re loving it and we are getting great feedback. It is early days for our global availability for, uh, re office, which. But we had partners that were literally waiting, um, uh, and waiting for deals. And within the first week there was, they were, uh, processing the, the Oreo deals at, at, at quite large scale already. [00:08:31] Cyril Belikoff: So. We are excited about the feedback that we’re getting. We, as you know, we, we stay close to that feedback and we listen well, um, and adjust from it. So we got more work to do, but, um, it’s a great opportunity for, to connect our, our multiple types of partners, software companies, and resellers. [00:08:48] Vince Menzione: Yeah, I agree. [00:08:49] Vince Menzione: And you know, I talk to a lot of these organizations myself, and there is palpable excitement. In the channel from Distees that were sort of disengaged a couple of years ago, maybe, trying to figure out where they were gonna monetize. And the other way area that’s aligned to this as well is the Ms. P community. [00:09:06] Vince Menzione: So these MSPs are getting bigger and bigger, and organizations like Accenture, Avanade, and ndl. Or becoming MSPs or creating Ms. P practices within their own firms. But there’s even these smaller MSPs, but many of ’em are getting to a billion dollars or more. These were little mom and pop companies years ago, but the customer so needs to have, you know, especially with ai, right? [00:09:27] Vince Menzione: Because we’re in a constant state of evolution right now. I need somebody that can help me on the tooling and then also help me on, you know, getting the tooling to work. And so, uh, we’re seeing a lot of excitement from that. Community, which wasn’t really as engaged with Microsoft the way they that they are now. [00:09:43] Vince Menzione: They’re really getting engaged in a big way. [00:09:46] Cyril Belikoff: Yeah, it’s promising. Like you say, you know, the, the, we’re all learning this new AI world and obviously marketplace has taken off. We’ve had the classic SaaS solutions or cloud solutions on marketplace for a while, but really un having the local partner that’s close to the customer, what the customer’s trying to need to do and be able to connect the, the traditional. [00:10:07] Cyril Belikoff: Software as a service applications with these new AI experiences and really, uh, stitch them together and help them operationalize, you know, in their own, you know, cus in their own terms and what they’re trying to, uh, do is so important. You know, um, and to your point there, there are large, they’re the large ones that are seeing opportunity on the marketplace. [00:10:27] Cyril Belikoff: But the, you know, when you get down to, uh, medium and smaller businesses, they really need their local friendly resetter to help them. [00:10:35] Vince Menzione: Yeah. [00:10:35] Cyril Belikoff: Uh, so you’re right. We are seeing an, a new en energy engagement from not only our existing 500,000 partners, but a bunch of those new ones. [00:10:44] Vince Menzione: So, uh, again, second week of 2026, and people are really just starting to wake up from the holidays. [00:10:50] Vince Menzione: Now they’re getting ready for their s ks. All these partners are lining up and getting their teams aligned. Uh, you’re in front of them. Let’s have a conversation like what should they be doing better and differently? What do they need to go do now? It’s 2026. [00:11:06] Cyril Belikoff: Yeah. Um, you know, first of all, if you’re a software company, you know, understand what the, the Microsoft marketplace can help you with, uh, can help you scale to global markets, remove burdens like tax, um, a processing, engaging with customers. [00:11:21] Cyril Belikoff: Um, we’re seeing an acceleration and doubling of, uh, not an acceleration deals, but doubling of deal sizes, as you know, through the marketplace. Uh, and there. It helps with engagement at different types of companies, whether it’s, or different types of, uh, roles in a company, whether it’s a, a procurement person or an IT person or a business person. [00:11:42] Cyril Belikoff: So, you know, get onto the marketplace, create offerings, um, and give us feedback. And then on the reseller side, um, also lots of opportunities, you know, register as, as a reseller, um, you know, understand the benefits and. The, the Azure sponsorships that we have available for you, that you can close deals with their, their, their credits and, and incentives that we provide to you. [00:12:06] Cyril Belikoff: And then figure out how you do your first deal with a software company. Um, yeah. You know, a lot of people will say like, should I have a big strategy? And Yeah. Yeah. I mean, if you want to, that’s okay, but just getting into. Uh, the marketplace, figuring out one or two deals, transacting and seeing the opportunity is many ways the best way to do it and to learn it yourself. [00:12:28] Cyril Belikoff: And then you figure out, okay, where, where’s the opportunity for me in this deal? Am I in the transaction? Uh, am I in the services around the transaction or combination? Um, and just getting your feet wet will get you going and, and, uh, get you learning. [00:12:42] Vince Menzione: You know, I think about this in the, the time the partners are, they have this huge opportunity with Microsoft around marketplace and then thinking about how they build their own ecosystem. [00:12:52] Vince Menzione: And like you said, don’t, don’t try and boil the ocean, right. Don’t try and do it all at once. Mm-hmm. But start out small, but understand, you know, work with the Microsoft teams, understand how, how co-selling works, how to engage with the, with the Microsoft organization. How to, how to be up on marketplace, how to situationally. [00:13:09] Vince Menzione: You know, Jay and I were talking about this 28 moments and he talked about a deal that started out as an AWS deal, but it wound up a Microsoft deal because NTT and Software one were involved in the in the deal and influencing the customer’s decision process. Right working with Microsoft. And so we just need to be smarter, I think. [00:13:28] Vince Menzione: I think today it’s a very different model than it was 20 years ago when you and I got started in this business. Uh, yeah. And people just really need to go think about this more strategically in how they build this. [00:13:39] Cyril Belikoff: It’s great. I totally agree. Um, like I said, getting your feet wet, understanding the co-sell to your point and, and, and how Microsoft sells. [00:13:48] Cyril Belikoff: Um, and then understand what customers are trying to, you know, get, get, get out of it with their, their Azure commitments and how they can retire their Azure commitments through purchases on marketplace, which in sense them, um, to also work on the marketplace. So you, I think partners will find Microsoft sellers. [00:14:04] Cyril Belikoff: Own compensation, um, incentive to work. We’ll find that customers are incentive to transact on the marketplace. And so just enter that, you know, triangle and, and get engaged and, uh, and learn and then give us feedback. Like, like I’ve mentioned many times with you, we, uh, we take feedback every month from customers and partners in, in forums like this, um, in other forums, and then we evolve and, you know, build out, uh, stronger experiences. [00:14:31] Vince Menzione: Yeah. Cyril, I want to thank you again. So great to have you join us today and, uh, so excited to continue our, our mutual relationship and our beneficial relationship in 2026. So thank you again for everything you do and supporting us. [00:14:45] Cyril Belikoff: Yeah, thank you. Thank you. Happy New Year to yourself and uh, and your community and, uh, thanks so much again. [00:14:50] Cyril Belikoff: Appreciate it. [00:14:50] Vince Menzione: Thank you, Cyril. The Ultimate Partner Winter Retreat is gonna be here in the Boca Studio. This is the third year that we’re gonna be here in Boca. This is always a favorite of our community members, our executive members, our sponsors and speakers. We’ll all be here in the studio, which is a really intimate setting. [00:15:12] Vince Menzione: We can see upwards of 40, 50 people. Uh, we’ll be hosting an incredible dinner at the Boca Resort overlooking the golf course. That’s an incredible property and, uh, we’d love to have you join us. Thank you for being part of the ultimate Partner community, and I hope to see you this year at one of our events. [00:15:30] Vince Menzione: Thank you.

Is this the beginning of the end for SaaS as we know it?In a single week, AI announcements erased hundreds of billions of dollars in market value from the world's largest software companies. Anthropic, OpenAI, and a new generation of autonomous AI agents didn't just release updates — they exposed a structural shift in how work gets done.In this episode, Isar Meitis breaks down why this moment isn't just another hype cycle. AI agents can now code, reason, coordinate, schedule tasks, browse the web, and run workflows in parallel — without constant human supervision. That changes the economics of software, labor, and entire business models.The takeaway is uncomfortable but clear: large enterprises may survive — but smaller, single-purpose SaaS products are already being replaced. Business leaders who don't adapt quickly risk being left behind by companies that can now move 10x faster with fewer people.In this session, you'll discover:Why the so-called “SaaS Apocalypse” wiped out over $300B in market value in daysHow AI agents are replacing entire categories of software — not just automating tasksWhat Anthropic's Claude Opus 4.6 and OpenAI's Codex reveal about the future of workWhy multi-agent systems change productivity economics foreverThe difference between enterprise infrastructure SaaS and vulnerable niche toolsWhy hallucinations, autonomy, and speed create new operational risksWhat business leaders must do now to stay competitive in an agent-driven worldAbout Leveraging AI The Ultimate AI Course for Business People: https://multiplai.ai/ai-course/ YouTube Full Episodes: https://www.youtube.com/@Multiplai_AI/ Connect with Isar Meitis: https://www.linkedin.com/in/isarmeitis/ Join our Live Sessions, AI Hangouts and newsletter: https://services.multiplai.ai/events If you've enjoyed or benefited from some of the insights of this episode, leave us a five-star review on your favorite podcast platform, and let us know what you learned, found helpful, or liked most about this show!

Why does President Trump say the U.S. must have Greenland—and how far is he willing to go? In this episode, we break down Trump's latest remarks on Greenland, national security, and the classified realities shaping Arctic strategy. From hypersonic missiles and undersea cables to Russian icebreakers and Chinese ambitions in the Arctic, this isn't about real estate—it's about survival, defense, and global power projection. Greenland sits at the crossroads of America, Russia, and China—and ignoring it could leave a dangerous hole in U.S. national security. ⚠️

President Trump doubles down on Greenland—calling it a core national security necessity for the United States and the Western Hemisphere. Speaking amid World Economic Forum fallout, Trump and his allies argue that Greenland's location, Arctic shipping lanes, missile defense needs, and growing Chinese and Russian influence make U.S. control unavoidable. This episode breaks down the strategic, financial, and geopolitical case for Greenland, the mounting frustration with NATO and Europe, and why Trump says America can no longer subsidize global security while being blocked from defending its own hemisphere. From hypersonic missiles to Arctic icebreakers, from NATO spending disputes to “America First” defense policy—this conversation exposes why Greenland could become the issue that shatters NATO's unity. ⚠️

From snow shovels in Minneapolis to Greenland's strategic importance, today's headlines cover law enforcement ambushes, immigration chaos, election controversies, and international security. We break down: ICE conflicts and protests ❄️

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:

Welcome back to the Alt Goes Mainstream podcast.Today's episode takes us inside the world of wealth from the perspective of one of the industry's largest alternative asset managers that has made the wealth channel core to its firm's DNA from the beginning.We sat down with Sean Connor, Senior Managing Director and the President & CEO of Global Private Wealth at Blue Owl Capital, a firm with almost $300B in AUM. Sean highlighted a number of key insights for navigating and working with the wealth channel as he shared lessons learned from building a successful private wealth business at a large alternative asset manager.Sean is responsible for bringing the breadth of the Blue Owl investment platform to the global private wealth market. He's at the forefront of Blue Owl's private wealth initiatives globally and oversees fund formation, product structure innovation, capital raising, and client servicing. He also oversees business development, marketing, and operations for Private Wealth at the firm. Prior to his current role, Sean was one of the first employees at Owl Rock (now the Direct Lending division of Blue Owl) and was responsible for building out the private wealth business.Prior to joining Blue Owl and Owl Rock, Sean served as a Managing Director of CION Investment Management for over 10 years. Sean was a member of CION's Investment Committee and was responsible for all aspects of CION's business including originating, underwriting, and negotiating corporate finance transactions globally. In 2020, Sean was recognized by Private Debt Investor as one of the industry's Rising Stars.Sean and I had a fascinating conversation about what it's like to work with the wealth channel. We discussed:The biggest drivers of AUM growth for Blue Owl and how the wealth channel has been a major part of the firm's story of scale.Lessons learned from growing and scaling a private wealth business in the US and internationally.The differences between the wealth channel a few years ago and the wealth channel today.What the wealth channel wants and needs from its alternative asset manager partners.Why Blue Owl focuses on investing in megatrends, like AI, digital infrastructure, and private credit.The opportunity in the 401(k) and retirement channels.Thanks Sean for coming back on the Alt Goes Mainstream podcast to share your expertise and wisdom on private markets and private wealth.Show Notes00:00 Introduction to Ultimus, our Sponsor01:57 Welcome to the Alt Goes Mainstream Podcast and Episode Overview02:10 Guest Introduction: Sean Connor04:07 Growth Drivers for Blue Owl04:45 Diversification and Market Strategy05:17 Focus on Private Credit and Real Assets06:54 Brand Essence and Market Leadership11:25 Client Education and The Nest14:21 Implementation Challenges in Wealth Channel17:56 Customization in Wealth Management19:20 Product Structuring and Client Needs23:41 International Expansion and Market Strategy26:23 Building Brand Internationally28:01 Maintaining Entrepreneurial Culture28:42 Challenges and Success in Scaling30:38 Future Growth Areas in Wealth Business30:42 Evolution of the Wealth Business31:08 Expanding Product Strategies31:37 Growth Opportunities in the US Market32:23 Global Expansion and Execution33:01 Retirement Market Potential34:10 Bringing Parity to Retirement Ecosystem35:19 Challenges and Opportunities in Retirement35:39 Regulatory Changes and Education36:38 Long-Term Investment Strategies39:03 Private Credit and Direct Lending40:47 Market Structure and Underwriting43:47 Competition and Market Share45:54 Private Companies and Direct Lending47:56 Digital Infrastructure and AI50:18 AI Bubble Concerns51:46 Risk Management in Digital Infrastructure55:11 Focus on Downside Protection56:12 Future Investment Strategies57:23 Excitement for the Future59:13 Closing RemarksEditing and post-production work for this episode was provided by The Podcast Consultant.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.

As we close out the year and head into the holidays, we're revisiting some of the most impactful conversations from Wealthion in 2025. Whether you're watching for the first time or revisiting it with fresh perspective, we hope you enjoy. All the best for a happy, healthy, and prosperous New Year! Volatility got you concerned? Get a free portfolio review with Wealthion's endorsed financial advisors at https://bit.ly/44EFrBg Jim Rogers, legendary investor and co-founder of the Quantum Fund, has a stark warning for investors: “I've seen this party before, and this one worries me.” In this exclusive interview with James Connor, Rogers reveals why he's exited most of his global equity positions and is now holding massive amounts of cash, gold, and silver. He explains why today's global economic optimism masks deeper problems: a global debt crisis, unsustainable speculation, and a dangerous shift away from free trade. Key Topics: - Why Jim sold all his U.S. stocks - How the debt burden will haunt the next generation - What Buffett's $300B cash pile means, and why Jim agrees - India's surprising rise, and why Jim is watching closely - Why he's buying silver and gold, but avoiding mining stocks - What makes Uzbekistan interesting, and Argentina risky Hard Assets Alliance - The Best Way to Invest in Gold and Silver: https://www.hardassetsalliance.com/?aff=WTH Original Date of Release: May 19, 2025 Connect with us online: Website: https://www.wealthion.com X: https://www.x.com/wealthion Instagram: https://www.instagram.com/wealthionofficial/ LinkedIn: https://www.linkedin.com/company/wealthion/ ________________________________________________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests do not necessarily reflect the views of Wealthion. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields. While we value and appreciate the insights shared by our esteemed guests, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion. These opinions should not replace your own due diligence or the advice of a professional financial advisor. We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so. The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust. #Wealthion #Wealth #Finance #Investing #PortfolioReview #InvestmentAdvice #FinancialPlanning #WealthManagement #JimRogers #Gold #Silver #Macro #Markets #Stocks #InterestRates #DebtCrisis #USDebt #GlobalEconomy #Geopolitics #Tariffs #Dollar #EmergingMarkets Learn more about your ad choices. Visit megaphone.fm/adchoices

Welcome to the 18th episode of the Alts Pulse, a collaboration between iCapital x Alt Goes Mainstream. In the latest episode of the Alts Pulse, a live conversation in studio with Lawrence Calcano, the Chairman & CEO of iCapital, Lawrence and I go global. We discussed his recent trip to Asia to peer into the nuances of the different wealth management markets around the globe.As the leader of a platform with over $300B of assets that is responsible for the majority of individual and advisor-led investment flows into the alts space, Lawrence and iCapital have their finger on the pulse of what's happening in private markets across the globe.Lawrence and I had a fascinating discussion. We covered:Lawrence's recent trip to Asia and the pulse on the ground.Asia's growing interest in private markets.How wealth management market structures differ across the globe and what it means for alternatives distribution.Data-driven personalization for investors.Thanks Lawrence for a great conversation … look forward to the next episode! Show Notes00:00 Introduction to the Latest Episode of the Alts Pulse00:18 Insights from Asia00:40 Comparing Asia and US in Private Markets01:43 Wealth Management Market Structure02:06 iCapital's Focus on Technology02:49 Advisors' Allocation to Alternatives03:13 Evergreen Products and Client Needs03:53 HSBC and iCapital Surveys04:22 Global Adoption of Evergreen Products05:13 Distribution and Education in Private Markets06:15 Model Portfolios and Custom Exposures08:03 Strategic Distribution for GPs08:19 Global Distribution Expansion12:33 Personalization in Wealth Management14:01 Data-Driven Personalization14:45 Private Banks and Alternative Allocations16:37 Thoughts About GPs and Distribution17:24 Balancing Personalization and Scale

Welcome to The Chopping Block — where crypto insiders Haseeb Qureshi, Tom Schmidt, Tarun Chitra, and Robert Leshner chop it up about the latest in crypto. This episode is a special one: Haseeb reads his new essay, In Defense of Exponentials, a manifesto pushing back against the rising financial cynicism dominating CT. He breaks down why new chains launch into unprecedented hate, why revenue-based valuation models misunderstand the nature of exponential technologies, and why believing in ETH, SOL, and open financial systems still makes sense. It's a zoom-out moment for the space — a reminder that crypto's exponential arc is far from over. Show highlights

Episode 668: Neal and Toby talk about Oracle's big day as it secures a massive deal with OpenAI and its CEO Larry Ellison surpassing Elon Musk as the richest man in the world. Then, Trump's No Tax on Tips law is a huge win for content creators and podcasters. Next, Amazon's robotaxi service breaks into the market starting in Viva Las Vegas. Meanwhile, Neal shares his favorite numbers from the rising insurance costs for employers, NYC's weirdly specific apartment buildings, and a rare disappearance of the No-Hitter this season.  00:00 - Charlie Kirk fatally shot 2:45 - Oracle has a good day 8:15 - Creators cheer for tax break 12:00 - Zoox zooms in Las Vegas 17:00- Insurance costs rising for businesses 19:20 - 99 units to keep wages low 21:30 - No no-hitters this year 23:40 - Sprint Finish! Check out https://www.indeedfutureworks.com/brew for more Subscribe to Morning Brew Daily for more of the news you need to start your day. Share the show with a friend, and leave us a review on your favorite podcast app. Listen to Morning Brew Daily Here:⁠ ⁠⁠https://www.swap.fm/l/mbd-note⁠⁠⁠  Watch Morning Brew Daily Here:⁠ ⁠⁠https://www.youtube.com/@MorningBrewDailyShow⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices