Podcasts about 3X

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Best podcasts about 3X

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Latest podcast episodes about 3X

The Daily Grind
S9 Episode 23: Gene Gerovich | Owner | B & M Mechanical

The Daily Grind

Play Episode Listen Later Jun 16, 2026 35:13


“Do the right thing, not the easy thing.”  on the Daily Grind ☕️, your weekly goal-driven podcast. This episode features Kelly Johnson @kellyfastruns and special guest Gene Gerovich @nyc_hvac_heroes. Gene is a sales leader, operator, and entrepreneur with over 15 years of experience scaling businesses with a relentless focus on process, discipline, and people.He's helped grow multiple companies 3X to 10X in under five years, and today he leads B&M Mechanical in New York City—an HVAC and refrigeration company serving the hospitality industry and major brands like Macy's, McDonald's, Burger King, Dunkin', and more.S9 Episode 23: 6/16/2026Featuring Kelly Johnson with Special Guest Gene GerovichFollow Our Podcast:Instagram: @dailygrindpod https://www.instagram.com/dailygrindpod/  X: @dailygrindpod https://x.com/dailygrindpod Facebook: https://www.facebook.com/dailygrindpodTikTok: https://www.tiktok.com/@dailygrindpodPodcast Website: https://direct.me/dailygrindpod   Follow Our Special Guest:Website: https://bmmechanical.nyc/Instagram: @nyc_hvac_heroes

Franchise Freedom
My 3X Exit Strategy: How I Planned My Franchise Sale from Day One

Franchise Freedom

Play Episode Listen Later Jun 13, 2026 28:22 Transcription Available


Franchise consultant Giuseppe Grammatico tells his complete story from working in his family's restaurant as a kid, to grinding through a 5-hour daily commute on Wall Street, to buying his first franchise in 2007, scaling it to a manager-run operation, and ultimately selling the business for approximately a 3X multiple in 2020.In this deeply personal solo episode of the Franchise Freedom Podcast, Giuseppe breaks down:Whether you're a corporate executive exploring a career change, curious about semi passive franchise ownership, or ready to invest in a franchise, this episode gives you the unfiltered, real-world blueprint from someone who's been in your shoes.

Miles to Memories Podcast
Chase Sapphire Preferred Got Better… But the HYATT BOMBSHELL Hurts!

Miles to Memories Podcast

Play Episode Listen Later Jun 11, 2026 26:01


Get your free travel insurance quote with Faye! https://milestomemories.com/go/faye-travel-insurance/ Chase just refreshed the Sapphire Preferred and buried a bombshell in the fine print. On this episode of MTM Travel Shawn and Mark break down everything Chase changed: the $95 fee stays, you get new 3X categories on gas, EV charging and vacation rentals, plus a doubled $100 hotel credit. The catch? The Sapphire Preferred and Ink Business Preferred lose 1:1 Hyatt transfers and drop to 4:3 on October 1. We cover whether the refresh is still worth it, why the $795 Reserve is now the only way to keep 1:1 Hyatt, why Bilt just won, and what you should actually do before the changes hit Monday. Mark's full breakdown is linked below. Let us know where Chase ranks in your points lineup now. Episode Guide: 0:00 – Chase drops a Hyatt bombshell 0:22 – Shawn in Casablanca + airport travel tips 3:33 – Inside the new Sapphire Preferred (and the 4:3 Hyatt cut) 6:35 – Bonus categories & why Chase is devaluing points 8:40 – The $795 Reserve push, Mark's article & the Oct 1 timeline 12:27 – Will this finally hurt Hyatt? 16:18 – Chase's fault or Hyatt's? Plus why Bilt won 19:44 – Shawn's points strategy going forward 22:48 – Mourning the old Hyatt & should you apply before Monday? ✈️ Track your travel credit cards for free

The Wealth Equation
How Investing Works

The Wealth Equation

Play Episode Listen Later Jun 11, 2026 28:02


If investing has ever felt confusing, overwhelming, or like everyone else got a manual you somehow missed, this episode is for you. In this episode, I break down how investing actually works from the ground up. We cover what an investment really is, how compound interest creates wealth, why diversification matters, and the biggest mistakes that cause people to lose money. Most importantly, I want you to see that investing isn't complicated. It's simply a skill that nobody taught us. When you understand the foundations, investing stops feeling intimidating and starts feeling empowering. Tune in to learn: What an investment actually is (+ why things like cars, boats, and even some houses aren't necessarily investments) How compound interest really works using a simple apple orchard analogy Why the second decade of investing is exponentially more valuable than the first The biggest investing mistakes people make, from stock picking and crypto concentration to relying on underperforming advisors How to set up investments properly, know your financial freedom numbers, and build a portfolio that grows wealth predictably over time

The Military Money Manual Podcast
PCS Season Payoff: How Military Families Turn Moving Expenses Into Free Vacations #232

The Military Money Manual Podcast

Play Episode Listen Later Jun 8, 2026 47:28


20,000 Dollars, 4 Cards, 400,000 Points. Spencer Reese of the Military Money Manual podcast sits down with Taryn from The Military Travelers to break down how military families can turn PCS moving expenses into free travel — without spending a single extra dollar. From sign-up bonuses to Hyatt Globalist status, this episode is packed with practical strategies for the upcoming PCS season. Topics Covered PCS Season Spending Strategy — Why PCS moves generate $10,000–$20,000+ in spendable expenses and how to redirect that spend to hit credit card sign-up bonuses GTC vs. Personal Cards — The frustrating reality of the Government Travel Card and why (for most branches) personal cards make more sense Branch-Specific Rules — Important caveats for Navy families and other branches regarding on-post lodging forms and card usage policies The Math of Points — Why putting PCS spend on one existing card (like the Amex Platinum at 1X) leaves massive value on the table compared to opening new cards Business Cards for Military Families — How a PPM qualifies you as a sole proprietor, why business cards don't hit your personal credit report, and how the Chase 5/24 rule makes them essential for bigger families Current Elevated Offers — Hot cards highlighted: Chase Sapphire Reserve (150K points), Atmos Summit (100K points + 3X on foreign transactions), United Club, Marriott Brilliant, Hilton Aspire, and Delta Reserve TLE Maximization — Using all 21 days of Temporary Lodging Expense, loyalty numbers, and stacking hotel promos during your move Hyatt Globalist Corporate Challenge — How a .mil email address unlocks Globalist status after 20 nights in 90 days (valid through February 2028) Multiple Cards Strategy — Holding multiple Hilton Aspires and Chase Sapphire Reserves, and the tip to align annual free night certificate expiration dates Military Spouse Eligibility — A reminder that spouses are fully eligible for annual fee waivers under MLA/SCRA Resources Mentioned The Military Travelers — themilitarytravelers.com | Facebook Group: "The Military Travelers" | Instagram: @themilitarytravelers Travel Freely (travelfreely.net) — Zach's beginner's guide to business cards and sole proprietor applications IRS EIN Application — Free Employer Identification Number at irs.gov (2-minute online form) Hyatt Globalist Corporate Challenge — Search "Hyatt Globalist Corporate Challenge" and enroll with a .mil email Spencer and Jamie offer one-on-one Military Money Mentor sessions. Get your personal military money and personal finance questions answered in a confidential coaching call. militarymoneymanual.com/mentor Over 22,000 military servicemembers and military spouses have graduated from the 100% free, Ultimate Military Credit Cards Course available at militarymoneymanual.com/umc3 Military Money Manual may receive compensation from JPMC. Opinions expressed here are author's alone, not those of any bank, credit card issuer, airlines or hotel chain. If you want to maximize your military paycheck, check out Spencer's 5 star rated book The Military Money Manual: A Practical Guide to Financial Freedom on Amazon or at shop.militarymoneymanual.com. If you have a question you would like us to answer on the podcast, please reach out on instagram.com/militarymoneymanual.

The Engineering Enablement Podcast
Mapping the new SDLC at BNY: Codifying AI into every step of the delivery lifecycle (Jason Valentino)

The Engineering Enablement Podcast

Play Episode Listen Later Jun 8, 2026 33:24


Jason Valentino is Head of Software Engineering Strategy at BNY, where he oversees developer tooling, DevEx, platform workflows, and software delivery governance across more than 8,000 engineers.In this session from DX Annual, Jason shares how BNY moved beyond AI coding assistants to rethink the entire software delivery lifecycle. He explains how his team identified bottlenecks across the SDLC, prioritized automation opportunities, and applied AI to planning, peer review, testing, change management, and compliance workflows.Jason also discusses what it takes to scale AI inside a highly regulated enterprise, including rewriting policies, partnering closely with risk and audit teams, and building a culture that encourages experimentation and rapid sharing of ideas.Where to find Jason Valentino:• LinkedIn: https://www.linkedin.com/in/jasonvalentinoIn this episode, we cover:(00:00) Intro (01:20) Early results from AI coding tools at BNY(04:08) The 3X stress test: What breaks if engineering throughput triples?(06:56) Three ways to apply AI across the SDLC: IDE and CLI tools(08:07) Using autonomous AI agents for repetitive engineering tasks(09:16) Embedding AI directly into SDLC workflows(12:27) Why leaders should encourage experimentation and “start saying yes”(15:00) Q&A: How platform and productivity teams are evolving to support AI(16:33) Q&A: Rewriting policies and controls for AI-assisted software delivery(17:52) Q&A: How AI is affecting software quality and test ownership(19:00) Q&A: What Jason is most proud of: Practical examples of AI across the SDLC(20:30) Q&A: How BNY handles duplicated work across AI initiatives(22:30) Q&A: How BNY uses AI to support regulatory and compliance work(23:30) Q&A: Automating code reviews and change tickets(25:55) Q&A: How increased AI-driven throughput is affecting on-call and reliability(27:11) Q&A: How BNY works with risk and audit partners to move quickly with AI(29:01) Q&A: How BNY scales successful AI use cases across the organization(30:42) Q&A: What Jason is most proud of after BNY's busiest year with AIReferenced:• AI-assisted engineering: Q4 impact report• Measuring AI code assistants and agents• Measuring developer productivity with the DX Core 4• Windsurf• Claude Code by Anthropic | AI Coding Agent, Terminal, IDE• Codex | AI Coding Agent

The Wealth Equation
The High Net Worth Identity

The Wealth Equation

Play Episode Listen Later Jun 5, 2026 40:19


Why can two women learn the exact same business strategy, the exact same investing strategy, and still create wildly different results? In this episode, I take you deeper than tactics, habits, beliefs, and even traditional identity work to uncover the invisible forces that are quietly driving your relationship with money, wealth, and success. I'm sharing what I've observed from women with 8 and 9 figure net worths, why high-net-worth women operate in an entirely different way, and the hidden patterns that shape your financial reality without you even realizing it. Tune in to learn: Why two women can learn the exact same strategy and create wildly different financial results The mysterious reason money seems to move effortlessly to some women and feel hard for others What sits deeper than beliefs, habits, energetics, and identity work Eight invisible forces that are driving your entire paradigm with wealth How ultra high-net-worth women view money, time, themselves, and the allocation of capital differently than everyone else

The Wealth Equation
My Biggest Investing Fails

The Wealth Equation

Play Episode Listen Later May 29, 2026 33:30


What if the reason you feel stuck with investing has nothing to do with the investments themselves and everything to do with how you're thinking about them? In this episode, I challenge one of the most common stories I hear from women: “I've been burned by a bad investment before.” I share some of my biggest investing losses, including investments that went all the way to zero, and why those experiences never stopped me from continuing to grow my wealth. You'll learn a completely different way to think about investing, risk, losses, and returns that will change how you relate to money forever. Tune in to learn: Why the story “I've been burned by a bad investment” is keeping so many women stuck How I think about making investments in my business and in my portfolio Why I've had investments go to zero and investments that didn't pay off + still grown my money exponentially Some of my biggest investing losses and the lessons they taught me The mindset shift that will completely change how you relate to investing, risk, and wealth building

Drone News Update
Drone News: DJI Cybersecurity Audit, FPV Drone hits 730 km/h, SkyeBrowse Major Update

Drone News Update

Play Episode Listen Later May 29, 2026 6:27


Welcome to your weekly UAS News Update, we have three stories for you this week; DJI audited by US-Based Cybersecurity firm OnDefend, a custom FPV drone hits 730 kilometers per hour, and SkyeBrowse rolls out another major product update. Let's get to it.First up this week, DJI released the findings of an independent security assessment conducted by U.S.-based cybersecurity firm OnDefend on May 28, 2026. The assessment evaluated the DJI Air 3S with RC 2 controller and the Matrice 4E with RC Plus 2 Enterprise controller. Test units were procured from retail outlets and dealer stock without pre-notification to DJI.The assessment ran from October 2025 through March 2026 and produced zero critical, high, or medium-risk findings. Specifically, OnDefend reported no evidence of data transmission outside the United States, no backdoors or unauthorized remote access mechanisms, no unexplained radio frequency emissions, and no supply chain tampering or unauthorized hardware modifications. Controllers also resisted jailbreak and firmware modification attempts. Ten low-risk findings and thirteen observations were identified, primarily related to application security configurations, session handling, and wireless hardening. DJI stated it is working to address remaining items in subsequent software releases.DJI cited the findings in connection with its ongoing appeal of its December 2025 inclusion on the FCC Covered List, which was not accompanied by a documented security vulnerability. The release noted that more than 80% of the 1,800-plus state and local law enforcement agencies operating drones use DJI platforms, and that 43% of drone business users surveyed indicated DJI restrictions would have an extremely negative or business-ending impact on operations. This comes just a few weeks after the FCC's request for comment closed on reconsidering DJI's addition to the entity list, prohibiting them from introducing new models in the US.Next up, Australian aerospace engineer Benjamin Biggs just pushed his custom Blackbird drone to an absolutely blistering 730 kilometers per hour, or 454 miles per hour, on a downwind run! Flying back into the wind, the drone hit 640 kilometers per hour, giving it a two-direction average of 685 kilometers per hour, or 426 miles per hour.  Unfortunately, this incredible speed run won't count for the record books. The team didn't have accredited Guinness observers on site, the winds were gusting up to 60 kilometers per hour, and the drone didn't land on a clean battery. They also lost one of their two drones at 630 kilometers per hour when the video feed completely dropped out. The team reportedly believes this was caused by the Doppler effect messing with the digital video link as the drone screamed past the pilot.  Last up, SkyeBrowse has rolled out a major update to their core videogrammetry engine. If you use their software for 3D modeling, you'll want to pay attention to this. Every plan on their platform now has upgraded accuracy, better texture rendering, and faster tooling at no additional charge. According to their internal benchmarks, there is a 3X improvement in matching accuracy when you combine multiple video sources. They also upgraded their AI Floor Plans, which are now twice as accurate and can be exported from any interior model in about 20 seconds. On top of that, their Image Walkthroughs feature, which lets you navigate through structured spaces using high-quality photos, is now available to everyone for free. That's it for this week, see you next week for Post flight where we'll discuss these stories uncensored, live Q&A on Monday, and News update on Friday! https://www.dji.com/ca/trust-centerhttps://dronexl.co/2026/05/22/blackbird-biggs-730-kmh-drone-speed-record/https://www.skyebrowse.com/news/posts/major-product-update

Do This, NOT That: Marketing Tips with Jay Schwedelson l Presented By Marigold

Partner with Jay: https://www.jayschwedelson.com/contactㅤPre-order Jay Schwedelson's new book, Stupider People Have Done It (out June 9, 2026).All net proceeds are donated to The V Foundation for Cancer Research, let's kick cancer's butt: https://www.amazon.com/Stupider-People-Have-Done-Marketing/dp/1637635206ㅤSubscribe to Jay's newsletter for weekly marketing tips and tactics: https://www.jayschwedelson.com/newsletterㅤRegister for Eventastic (FREE + VIRTUAL!) https://www.eventastic.comㅤRegister for GuruConference (FREE + VIRTUAL!) https://www.guruconference.comㅤConnect with Jay on LinkedIn: https://www.linkedin.com/in/schwedelson/Check out Jay's YouTube channel: https://www.youtube.com/@schwedelsonCheck out Jay's Instagram: https://www.instagram.com/jayschwedelson/Ask Jay anything: https://www.jayschwedelson.com/askㅤLeave a comment and follow the show, it really helps us out!ㅤMASSIVE thank you to our Sponsor, CallRail!CallRail is the AI-powered lead intelligence platform that helps marketers prove exactly what's driving results. With CallRail, you can connect every call, text, chat, and form submission directly to the campaign that generated it so you finally know what's working and where to double down.Plus, with built-in AI conversation intelligence, CallRail analyzes your customer conversations, captures leads 24/7, and gives you deeper insights into what your prospects actually care about.If you're tired of guessing about your marketing ROI and want real data behind your campaigns, CallRail has you covered.Start a Free Trial Here: https://www.callrail.com/dothisㅤMeta just quietly dropped a standalone app built to swipe users straight from Reddit, and that's only the start of what Jay Schwedelson is digging into this week. There's also a new LinkedIn tool that exposes which AI models people are actually using by industry, plus some fresh data showing that one tiny tweak to your promotional emails can triple engagement and seriously boost your inbox placement.ㅤBest Moments:(00:16) Meta launches Forum, a standalone app built to go straight at Reddit(01:36) LinkedIn Cross Check reveals which AI models are dominating by industry(03:30) Why reply-driven promotional emails are pulling 3X the engagement(04:25) The 90-day inbox placement lift B2B brands are seeing from reply CTAs(05:18) Reply rate is now the number one signal for Outlook, Gmail, and Yahoo(06:30) Love Island USA returns June 2nd with ad demand up 73% year over year

The Wealth Equation
The Anatomy of a High Performing Portfolio

The Wealth Equation

Play Episode Listen Later May 22, 2026 25:07


If you've ever lost money investing, or felt terrified to start because investing feels “too risky”, this episode is going to completely reframe how you think about risk, wealth, and building a powerful portfolio. In this episode, I break down what uneducated investors are always missing, why all investments are not created equal, and how great investors actually think about taking on risk strategically. I'm also walking you through different asset classes, why diversification matters so much, and how to build a portfolio that creates higher returns without taking on reckless risk. Tune in to learn: The two biggest reasons women lose money investing in the first place What all great investors understand about risk that uneducated investors miss Why all investments and asset classes carry different levels of risk How to build a high-performing portfolio with higher returns and less unnecessary risk Why chasing the highest returns often leads women to take on way more risk than they realize  

The Wealth Equation
Raise the ROI of Time + Money to 20X your Net Worth

The Wealth Equation

Play Episode Listen Later May 15, 2026 27:49


Most women think the answer to making more money is working harder, longer, or squeezing more into an already packed schedule. In this episode, I break down why that is one of the biggest wealth traps I see, and how the real game is learning to create more output with the exact same input. I'm sharing the identity shift that helped me turn a $54K cash week into over $1M in long-term wealth, why Tony Robbins earns hundreds of millions in the same 24 hours we all have, and how to stop optimizing for cash… and start optimizing for true wealth. Tune in to learn: The one reason people like Tony Robbins make millions with the exact same hours you have The difference between optimizing for cash versus optimizing for wealth The identity shift that can help you create 20X more wealth with the exact same time and money you have right now What leverage actually is + how to create more output for the same input in your business, money, and life Why working harder is not what creates the biggest financial results + what high-net-worth women do instead

Dead Rabbit Radio
Retro Rabbit - EP 476 - The Red Diamond Of Russia

Dead Rabbit Radio

Play Episode Listen Later May 11, 2026 32:48


Original Air Date: Jun 30, 2020 Today we discover angels in space* and then we investigate the Red Diamond of Russia! Patreon (Get ad-free episodes, Patreon Discord Access, and more!) https://www.patreon.com/user?u=18482113 PayPal Donation Link https://tinyurl.com/mrxe36ph MERCH STORE!!! https://tinyurl.com/y8zam4o2 Amazon Wish List https://www.amazon.com/hz/wishlist/ls/28CIOGSFRUXAD?ref_=wl_share Dead Rabbit Radio Archive Episodes https://deadrabbitradio.blogspot.com/2025/07/ episode-archive.html https://archive.ph/UELip Dead Rabbit Radio Recommends Master List https://letterboxd.com/dead_rabbit/list/dead-rabbit-radio-recommends/   Help Promote Dead Rabbit! Dual Flyer https://i.imgur.com/OhuoI2v.jpg "As Above" Flyer https://i.imgur.com/yobMtUp.jpg "Alien Flyer" By TVP VT U https://imgur.com/gallery/aPN1Fnw "QR Code Flyer" by Finn https://imgur.com/a/aYYUMAh Links: Ancient Aliens Debunked https://www.youtube.com/watch?v=j9w-i5oZqaQ Astronauts In Space Saw Giant Angels And Other Unexplained Phenomena https://anomalien.com/astronauts-in-space-saw-giant-angels-and-other-unexplained-phenomena/ Space Angels: Aliens or Sign of the Apocalypse? https://mysteriousuniverse.org/2012/04/space-angels-aliens-or-sign-of-the-apocalypse/ Angel at My Door https://books.google.com/books?id=ZSv68EJ9bwUC&pg=PA69&lpg=PA69&dq=weekly+world+news+Oleg+Atkov&source=bl&ots=NQ_SYn82HY&sig=ACfU3U2ZZL0TeC7mrCGfgA2ZHmqZc0p4Mw&hl=en&sa=X&ved=2ahUKEwjuscGe7pPqAhUDNH0KHYQbAhQQ6AEwAHoECAoQAQ#v=onepage&q=weekly%20world%20news%20Oleg%20Atkov&f=false Moments with Angels: Spectacular Encounters with Heavenly Messengers https://books.google.com/books?id=bqQpPWweHR4C&pg=PT32&lpg=PT32&dq=weekly+world+news+Oleg+Atkov&source=bl&ots=YHfCV9Xf7D&sig=ACfU3U2zACJrSyR1Rv_qheAPpqVufHT2TQ&hl=en&sa=X&ved=2ahUKEwjuscGe7pPqAhUDNH0KHYQbAhQQ6AEwAXoECAcQAQ#v=onepage&q=weekly%20world%20news%20Oleg%20Atkov&f=false Angels in space nothing but top secret hallucinations https://www.pravdareport.com/society/118195-angels/ Space Angels: What Did Russian Cosmonauts See Aboard The Saluyt 7? https://www.look4ward.co.uk/x-files/space-angels-what-did-russian-cosmonauts-see-aboard-the-saluyt-7/ Weekly World News https://weeklyworldnews.com/ Ancient Aliens: Angels in Space (Season 11) | History https://www.youtube.com/watch?v=HzLjQ033Ptk Salyut 7 https://en.wikipedia.org/wiki/Salyut_7 Oleg Atkov https://en.wikipedia.org/wiki/Oleg_Atkov The 3X Murders: An Unidentified Assailant Murders Two Men in New York in 1930 and Sends Cryptic Letters Claiming to Be a Special Agent Codenamed "3X" Sent on a Mission from a Secret Russian Organization https://www.reddit.com/r/UnresolvedMysteries/comments/h0aoyl/the_3x_murders_an_unidentified_assailant_murders/ The 3X Murders https://tinyurl.com/k794nc79 The 3X Murders (1930) https://www.reddit.com/r/UnresolvedMysteries/comments/2g2k0w/the_3x_murders_1930/ Insane Man Hunted https://www.nytimes.com/1930/06/18/archives/insane-man-hunted-in-second-killing-queens-shooting-is-linked-to.html Suspect Seized In Queens https://www.nytimes.com/1936/06/02/archives/suspect-seized-in-queens-3x-murders-reported-to-have-confessed.html The Strange Affair of 3X http://www.angelfire.com/journal2/farmville/eidisi/history/3X.html   ------------------------------------------------ Logo Art By Ash Black Opening Song: "Atlantis Attacks" Closing Song: "Bella Royale" Music By Simple Rabbitron 3000 created by Eerbud Thanks to Chris K, Founder Of The Golden Rabbit Brigade Dead Rabbit Archivist Some Weirdo On Twitter AKA Jack YouTube Champ: Stewart Meatball Reddit Champ: TheLast747 The Haunted Mic Arm provided by Chyme Chili Discord Mods: Mason, Rudie Jazz Forever Fluffle: Cantillions, Samson, Gregory Gilbertson, Jenny the Cat http://www.DeadRabbit.com Email: DeadRabbitRadio@gmail.com Facebook: www.Facebook.com/DeadRabbitRadio TikTok: https://www.tiktok.com/@deadrabbitradio Dead Rabbit Radio Subreddit: https://www.reddit.com/r/DeadRabbitRadio/ Paranormal News Subreddit: https://www.reddit.com/r/ParanormalNews/ Mailing Address Jason Carpenter PO Box 1363 Hood River, OR 97031 Paranormal, Conspiracy, and True Crime news as it happens! Jason Carpenter breaks the stories they'll be talking about tomorrow, assuming the world doesn't end today. All Contents Of This Podcast Copyright Jason Carpenter 2018 - 2026

App Masters - App Marketing & App Store Optimization with Steve P. Young
How He 3X'd Install-to-Paid in a Niche Fitness App Category

App Masters - App Marketing & App Store Optimization with Steve P. Young

Play Episode Listen Later May 9, 2026 87:21


In this episode, we break down a real app growth case study with Michael Durst, Founder of FaithFull AI Nutrition Tracker, focused on helping users improve their health through AI-powered tracking and smart insights.Michael will share the real strategies he used to increase his app's install-to-paid conversion from 2.25% to 6.81% in just 6 months. This is a deep dive into the exact strategies, experiments, and psychology behind that growth, including onboarding, A/B testing, paywalls, and Meta Ads.If you want to increase revenue without increasing installs, this is the playbookYou will discover:✅ The onboarding system that helped 3X conversions✅ A/B testing frameworks that impact real revenue✅ Paywall optimization: pricing, framing & positioning✅ Why small tweaks can lead to massive growth✅ Meta Ads strategies that bring in high-converting users✅ How to align ads → onboarding → paywall for better LTVLearn More :Website: www.faithfull.ai LinkedIn: https://www.linkedin.com/in/michaelkdurst/ Instagram: https://www.instagram.com/mike.k.durstWork with us to grow your apps faster & cheaper:https://www.appmasters.com/You can also watch this video here: https://youtube.com/live/4JtMp7Hkwb8*********************************************SPONSORSWant to know what ads your competitors are running right now?SocialPeta gives you access to real ad creatives and market insights across apps, games, and emerging content formats, so you can stay ahead without endless trial and error.Check it out at https://www.socialpeta.com/*********************************************Ready to take action? Start exploring AppsFlyer's deep linking suite -  coming soon as a standalone solution, independent of their measurement packages → ⁠https://bit.ly/46O7Wgd*********************************************Follow us:YouTube: ⁠AppMasters.com/YouTube⁠Instagram: ⁠@App MastersTwitter: ⁠@App MastersTikTok: ⁠@stevepyoung⁠Facebook: ⁠App Masters⁠*********************************************

The Wealth Equation
What to do with your Inheritance

The Wealth Equation

Play Episode Listen Later May 8, 2026 15:41


Coming into a large sum of money whether through an inheritance or divorce, can feel overwhelming, emotional, and even a little scary. In this episode, I walk you through how to actually think about that money so you don't avoid it, mismanage it, or leave massive growth on the table. The way you handle this moment will determine whether this becomes a missed opportunity… or one of the most powerful wealth-building decisions you ever make. Tune in to learn: Why fear is one of the first things that comes up with a lump sum and why women tend to go “head in the sand” about it Why a large amount of money sitting unoptimized is actually costing you money every single day Why it doesn't matter how investments performed in the past, but whether they're the best place for your money going forward Why holding onto losing investments to avoid capital gains taxes doesn't make logical sense How to simplify and confidently rebuild your portfolio in a way that actually supports your goals

Angry Americans with Paul Rieckhoff
Gas Prices Hit Record High. The King is Here. $400M of Your Money for Trump's Ballroom.

Angry Americans with Paul Rieckhoff

Play Episode Listen Later Apr 29, 2026 35:28


DOJ Goes After Comey. FCC vs Jimmy Kimmel. 1100 TSA Officers Quit Since Shutdown. Kid Rock's Apache Joy Ride with Hegseth. UAE Leaves OPEC. Gov Moore on Open Primaries.  A real king is in Washington this week, and the wannabe king in the Oval Office is making the most of the pomp. Paul Rieckhoff opens with King Charles and Camilla's visit, the Epstein questions nobody at the White House wants to touch, and the through-line that drives this entire briefing: Trump is busting up Congress, the UN, NATO, the World Bank, the EU, and now OPEC — and the institutions that held this country and this world together are being stress-tested in real time. Gas hits $4.18, the UAE bolts from the cartel, 1,100 TSA officers walk off the job, and most Americans have no idea any of it is happening. From there it's a no-BS sweep across the front lines: a $400 million ballroom funded by your tax dollars after Trump promised to pay himself, a no-bid contract inflated 3X, Pete Hegseth taking Kid Rock on Apache joyrides while the chain of command rots, the FCC weaponized against ABC and Jimmy Kimmel, a renewed indictment push against Jim Comey over seashells on a beach, and 185 people killed in 54 unauthorized strikes on so-called narco boats with Cuba telegraphed as next. Then the inspiration: Ukraine killing 30,000 Russian troops a month, Norway co-producing drones for Kyiv, independent veteran Todd Achilles taking on an 83-year-old senator in Idaho, Wes Moore endorsing open primaries, and Horace Grant's goggles. Country over party. People over politics. Light over heat. -WATCH full video of this episode here. -Ditch your expensive carrier and support Independent Americans! Make the switch to Noble Mobile. -Join IVA and stand up to Trump's Forever Wars. -Learn more about Paul's work to elect a new generation of independent leaders with Independent Veterans of America. -Learn more about American Veterans for Ukraine here. -Get some of Maine's finest gear - check out Loyal Citizen. -Remember Independent is an Attitude. -Learn more about The Headstrong Project for Veterans, Tragedy Assistance Program for Survivors (TAPS), and Department of Veterans Affairs resources in your area. Seeking support is not a sign of weakness. It's a show of strength. If you or a loved one are in immediate crisis, dial 988 and press 1, or text 838255. Connect with Independent Americans: Subscribe on YouTube, Spotify, Apple Podcasts, and all podcast platforms Read more at Substack Support ad-free episodes at Patreon  Connect: Instagram  • X/Twitter • BlueSky • Facebook  Follow on social: @PaulRieckhoff on X, Instagram, Threads, and Bluesky -Join the movement. Hook into our exclusive Patreon community of Independent Americans. Get extra content, connect with guests, meet other Independent Americans, attend events, get merch discounts, and support this show that speaks truth to power.  -And get cool IA and Righteous hats, t-shirts and other merch now in time for the new year.  Independent Americans is powered by veteran-owned and led Righteous Media.  And now part of the BLEAV network!  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Wealth Equation
From Messy to Clean Investments in 2 Hours

The Wealth Equation

Play Episode Listen Later Apr 28, 2026 18:50


Messy investments aren't just inconvenient, they're costing you clarity, energy, and a significant amount of money. In this episode, I show you how to go from scattered accounts, forgotten logins, and total avoidance… to fully clean, organized investments in just 1 to 2 hours. I also break down the real reason you've been avoiding this, what it's secretly costing you every single day, and the simple step-by-step process to finally get it sorted. Tune in to learn: What it looks like to go from messy investments to completely sorted in 1 to 2 hours How a conversation I avoided for 7 months added over $100K to my net worth The real reasons we avoid our investments for months  The step-by-step process to clean up your investments quickly and simply Why getting this sorted creates immediate relief, clarity, and powerful financial decisions going forward

Make Your Big Impact
Starting, Even Though it Wasn't Perfect | Summer Dey, Roberto Mayer, Steven A Wright, Cheryl Stelte, Tiana Felch, Johanna Dahlman

Make Your Big Impact

Play Episode Listen Later Apr 28, 2026 52:36


Have you ever felt like you weren't ready yet? Like you needed just a little more time, one more plan, or everything to line up perfectly before you could make your move? In this episode, we're talking about why waiting for “ready” might be the very thing holding you back, and why sometimes the best thing you can say is, “So…I made up a thing.”Our guestsSummer Dey is an award-winning TV Host & Producer, 6× bestselling author, and 2-Comma Club Award recipient, who has founded multiple 7-figure businesses. Founder of the Fear Into Faith Movement, her TV shows and ministry have exposed over 4+ million people to reading the Bible. www.summerdey.com Roberto Mayer. Roberto's journey began at age 12, teaching classmates. As one of South America's first microcomputer programmers, he took a corporate job, pursued an academic career at São Paulo University (USP) and finally founded his own company, which led him to involvement in IT Trade Associations worldwide. www.RocMayer.comDr. Steven A. Wright is an author and cybersecurity attorney who helps business leaders understand the hidden risks from the data supply chains they rely on to run and grow their businesses. www.DrStevenAWright.comTiana Fech is a mom of 3 boys, an author, and the host of The People Teaching People Podcast Currently, Tiana is an Academic Engagement Facilitator at SAIT as well as the owner of Tiana Fech Consulting. www.TianaFech.comCheryl Stelte - I'm a spiritual coach, master healer, and 3X author. Her most recent book is From Blocked to Powerful: The Spiritual Guide to Unlocking Inner Clarity and Authentic Power.  www.starofdivinelight.comJohanna Dahlman, founder of Alopecia Angel. Successfully healing and reversing hairloss naturally for men, women and children worldwide. www.alopeciaangels.comYour Host Angel Tuccy, building the leading visibility ecosystem that transforms experts into recognized authorities—through podcasting, publishing, and speaking. Visibility Blueprint at www.VisibilityBeforeBreakfast.com

Relentless Dentist
The Hidden State That Makes Dental Employees 3X Less Likely to Quit

Relentless Dentist

Play Episode Listen Later Apr 21, 2026 3:04 Transcription Available


Raises aren't fixing your team problem. Here's what will.Dr. Dave breaks down the hidden performance state that makes dental employees 3X less likely to quit — the same science studied in elite athletes, surgeons, and Special Forces, applied to your dental practice.Inside: Why your practice feels "off" even when nothing is technically broken, the economic lever hiding in plain sight, and how top practices get more output from the same hours, same chairs, and same patients. If retention, margin, or that vague feeling of drag is eating at you, this one's for you.

The Wealth Equation
Why 1M Portfolio is Better than a 1M Business

The Wealth Equation

Play Episode Listen Later Apr 21, 2026 16:18


We've been sold a very one-sided version of wealth where building a $1M business is the ultimate goal. In this episode, I break down why a $1M portfolio is actually far more powerful, far more freeing, and far less reliant on your time and energy. Because the difference between a cash machine and a wealth machine is what determines whether you stay stuck working for money… or your money starts working for you. Tune in to learn Why a $1M portfolio can pay you more than a $1M business The difference between a cash machine vs a wealth machine  Why your portfolio acts as an insurance policy if your business ever slows down or disappears What would actually have to happen for a well-structured portfolio to go to zero The only 3 things that stop women from setting up their investments

The Wealth Equation
How to Double Your Net Worth in 12 Months

The Wealth Equation

Play Episode Listen Later Apr 16, 2026 22:56


Doubling your net worth isn't about making more money, it's about what you do with the money you already have. In this episode, I'm breaking down how to rapidly grow your net worth, the biggest mistake business owners make when it comes to money, and the toxic thoughts that are quietly eroding your wealth. We dive into the identity shift required to actually build wealth, the quick wins that can put cash back into your pocket immediately, and how to stop leaking money so you can scale your net worth faster than ever. Tune in to learn The one thing most business owners focus on — and why it's the exact wrong thing for building wealth Why revenue does NOT equal profit (and why more income doesn't automatically grow your net worth) Why investing needs to feel urgent and how waiting is quietly costing you thousands How to stop the “bleed” in your cash flow and immediately free up more money to invest The toxic thought that keeps women stuck and what to shift into instead to build wealth faster

The Shortwave Radio Audio Archive
V32 Persian/Farsi Numbers Station: March 15, 2026

The Shortwave Radio Audio Archive

Play Episode Listen Later Apr 11, 2026


Many thanks to SRAA contributor Dan Greenall, who shares the following recording and notes: I made the following recording (March 15, 2026 at 1822 UTC on 7842 kHz USB)) of V32 using a Kiwi SDR in Alvito, Italy. The "tavajjoh" (3X) announcement comes around the 6:09 mark, after which the numbers seem to run together more, rather than distinct groups of 5. V32 Persian/Farsi Numbers Station: March 15, 2026 Dan Greenall Download

italy 3x utc numbers station persian farsi sraa
The Dream Job System Podcast
Triple Your Response Rates Using An "Exit Clause" | Ep #825

The Dream Job System Podcast

Play Episode Listen Later Apr 10, 2026 6:38


Austin shares how you can increase your email response rate by 3X by giving the recipient a way out!Time Stamped Show Notes:[0:25] - Triple your response rate by using an “exit clause”[1:11] - Why typical sign-offs are a bad idea[2:27] - First impressions matter [2:52] - What to do instead - give them an out[5:05] - Try it for yourself and track the outcomesHave questions about how to use an exit clause? Text them to Austin at (201) 479-9511.Exit Clause Mentioned In Today's Episode:“Lastly, I know your time is valuable and I know this is a big ask coming from a stranger. If it's too much right now, that's totally fine! Feel free to say no. I'm grateful for whatever info you're able to share here or over the phone. Either way, have a fantastic week.”Want To Level Up Your Job Search?Click here to learn more about 1:1 career coaching to help you land your dream job without applying online.Check out Austin's courses and, as a thank you for listening to the show, use the code PODCAST to get 5% off any digital course:The Interview Preparation System - Austin's proven, all-in-one process for turning your next job interview into a job offer.Value Validation Project Starter Kit - Everything you need to create a job-winning VVP that will blow hiring managers away and set you apart from the competition.No Experience, No Problem - Austin's proven framework for building the skills and experience you need to break into a new industry (even if you have *zero* experience right now).Try Austin's Job Search ToolsResyBuild.io - Build a beautiful, job-winning resume in minutes.ResyMatch.io - Score your resume vs. your target job description and get feedback.ResyBullet.io - Learn how to write attention grabbing resume bullets.Mailscoop.io - Find anyone's professional email in seconds.Connect with Austin for daily job search content:Cultivated CultureLinkedInTwitterThanks for listening!

Amelia's Weekly Fish Fry
Solving the Memory Wall: A Deep Dive into AI Inference with Sandra Rivera

Amelia's Weekly Fish Fry

Play Episode Listen Later Apr 10, 2026 16:40 Transcription Available


This week, I'm excited to welcome Sandra Rivera from VSORA! We dive into a discussion on why AI inference is essential for deployment at scale, specifically focusing on how VSORA's patented software architecture addresses the "memory wall" by collapsing memory layers. We explore their recent tape-out, which promises approximately 3X the performance at half the power of leading GPUs. We also chat about deployment use cases, the need for low latency and high determinism, future plans for OEM modules and MLPerf benchmarking, and even get a brief look into Sandra's family llama farm.

State of Demand Gen
What a SaaS CMO and VP of RevOps Found Hiding in Their Own Data

State of Demand Gen

Play Episode Listen Later Apr 9, 2026 52:05


The Wealth Equation
Controversial Thoughts on Money + Partnership

The Wealth Equation

Play Episode Listen Later Apr 9, 2026 23:21


Money and partnership is one of the most loaded conversations we have, and most people are operating on default without ever questioning it. In this episode, I'm sharing some controversial thoughts on money and relationships, including a story that will completely shift how you think about power, decision-making, and financial dynamics in partnership. We dive into shared vs separate finances, why so many women feel disempowered around money, and how to have conversations about money and investing in a way that feels empowering for both people. Tune in to learn: An unusual way to think about shared vs separate finances — and my surprising opinion on it Why the dynamic of one partner having to “sell” the other on spending money is fundamentally broken What you need to get clear on when it comes to money, investing, and decision-making in partnership How early you should be having conversations about money — and what actually matters in those conversations How to have conversations about money and investing in a way that feels empowering for both of you

Capitalism.com with Ryan Daniel Moran
We're Quietly Selling This Business For $10M+

Capitalism.com with Ryan Daniel Moran

Play Episode Listen Later Apr 8, 2026 43:46


In this episode, we're walking through a real case study on how to prepare an e-commerce business for a $10M+ exit. We break down the tax planning strategies, financial recasting, and recurring revenue plays that can double or triple your valuation. Learn more about our cohorts and how you can partner with us at Capitalism.com, head to https://capitalism.com/partners   Timestamps (0:00) Introduction: Positioning a $7M revenue business for a $10M+ exit (2:00) Standard Problem: Most founders settle for 3X multiple, leaving (5:00) Business Valuation Works: Why 3X profit multiple is incomplete (7:00) Hidden Costs: Seller notes and payment structures dramatically reduce actual proceeds (9:00) Ryan's $16M Sale Mistake: Walked away with only $7.2M due (12:00) Tax Hack: Small business exemption can make a $10M exit 100% tax-free (14:00) Strategy #1: Use trailing 12-month numbers to capture growth momentum (18:00) Recasting books from cash to accrual (21:00) Moving Beyond 4X: How to reach 5X, 6X, or even 7X multiples (23:00) Building Recurring Revenue: TikTok Shop and Subscribe & Save create buyer confidence (29:00) Reducing Founder's Risk: Systemize yourself out of the business to increase valuation (34:00) Setting Your Terms: Walk in with your own deal terms (36:00) Negotiation Floor: $10M cash minimum OR 6X EBITDA on a seller note (41:00) Plan Ahead: Start optimizing your business 6-12 months before exit (43:00) Call-to-Action: Learn more about Ryan's coaching program  

Leadership and Loyalty™
The Second Act Advantage: Reinvent Yourself in the Age of AI | Jay Samit

Leadership and Loyalty™

Play Episode Listen Later Apr 5, 2026 59:36


The Second Act Advantage: Reinvent Yourself in the Age of AI | Jay Samit . What if the identity that made you successful… is now the very thing making you irrelevant? . Most leaders don't fail from lack of skill. They fail because they refuse to outgrow who they've been. In this episode, Dov Baron sits down with innovation expert Jay Samit to break down how AI, disruption, and identity are colliding, and why your Second Act isn't optional, it's survival.

The Wealth Equation
The Real Reason you Avoid your Numbers (and the Instant Fix)

The Wealth Equation

Play Episode Listen Later Apr 2, 2026 27:40


If you've ever avoided looking at your numbers - whether it's your income, your spending, or your investments,  this one's for you. In this episode, I'm breaking down the real reason you avoid your numbers (and it's not what you think), and how to fix it instantly so you can feel more free, more powerful, and more in control of your money. You'll understand exactly what's happening in your brain in those moments of avoidance- whether money feels abundant, tight, or confusing, and how to shift it so you can make more money, hold more money, and lead yourself like a powerful investor. Tune in to learn: The real reason you avoid your numbers + why it has nothing to do with discipline or strategy Why you avoid your numbers when you have a lot of money, when money feels tight, and when things feel confusing What you're actually making your numbers mean + how that's creating avoidance The 4 options you always have when money feels tight (and how to choose from a powerful place) How to create freedom with money, numbers, and investing regardless of what's happening externally

No Ego
103: How Drama Multiplies

No Ego

Play Episode Listen Later Mar 31, 2026 25:26


In this episode, Alex Dorr explores a powerful and often overlooked leadership question: does drama have an even bigger impact than we think? Building on Reality-Based Leadership's well-known 3X drama multiplier, Alex breaks down how drama doesn't just affect individual performance—it compounds across teams, cultures, and especially leadership levels. He introduces a simple but revealing equation for understanding the total value someone brings to a team: current performance + future potential – drama quotient. Through real-world examples, Alex highlights the danger of the "toxic high performer" and why technical skill alone isn't enough to define value. The conversation takes a deeper turn as he challenges leaders to consider how their own behavior—especially at higher levels—can amplify drama far beyond a 3X effect. Ultimately, this episode is a call to greater awareness: how leaders show up, respond, and communicate has a ripple effect that shapes the entire organization. For more information on the SBAR tool, check out Alex's YouTube video:https://youtu.be/wLBUIVTzVIE Episode Highlights with Timestamps 00:00:00 — Introducing the question: does drama have a bigger impact than the 3X multiplier suggests? 00:01:45 — The reality of workplace drama increasing to 2.5 hours per day per employee. 00:03:10 — The disconnect between high performance ratings and actual team results. 00:06:40 — The "toxic high performer" problem: high skill, high drama, low overall value. 00:07:50 — Breaking down the value equation: performance + potential – drama quotient. 00:10:30 — Why drama carries a 3X negative multiplier in team environments. 00:14:50 — Comparing two high performers: skill alone vs. attitude and adaptability. 00:18:30 — Why a "zero" (balanced performance and low drama) is the ideal sustainable target. 00:20:40 — How leadership amplifies drama—why higher roles may carry an even greater multiplier. 00:22:50 — Simple leadership responses ("Wow, good to know") that create space and reduce reactive drama.

building simple drama comparing 3x multiplies sbar reality based leadership alex dorr
The Wealth Equation
Being Confident even During Falling Markets

The Wealth Equation

Play Episode Listen Later Mar 27, 2026 19:26


Most women think confidence in investing comes from predicting what the market will do next,  but that's not actually what creates real certainty.   In this episode, I'm breaking down what's actually happening when markets are falling and how to build unshakable confidence in your portfolio - even when everything feels uncertain. I share the two core reasons I never worry about my investments, what falling prices really mean (and why they can signal completely opposite things), and the key mindset shift that separates confident investors from everyone else. Tune in to learn: The two reasons why I actually never worry about my investments The two reasons prices are falling right now and why they mean totally opposite things The two things people collapse around investing and how separating them will set you free How to create unshakable confidence in your portfolio regardless of what the market is doing The unusual signal that indicates how confident you actually are in your strategy

Studio Sherpas
482. Why You're Afraid to Charge More with Brian Bogert

Studio Sherpas

Play Episode Listen Later Mar 23, 2026 53:51


Brian Bogert is a human connection expert and voice architect who helps people identify the hidden patterns and emotional blocks that keep them stuck — in life and in business. In this episode, we dig into why so many creatives struggle to charge what they're worth, how childhood experiences shape our business decisions, and what it actually looks like to "drop the armor" so you can show up with more confidence and land better clients. Key Takeaways Your pricing problem is probably a personal problem. Brian shares how a video creative with over a million followers had never made more than $50K/year — until they addressed the emotional blocks tied to a childhood experience. Within months, she 3X'd her rate and was on track for her first million. Ask the question nobody's asking. The simplest way to get unstuck is to ask yourself (and your clients) better, open-ended questions. Brian's framework: "Questions create options and opportunities to make new choices." Strong spine, soft front. Know your value, your boundaries, and your worth — and be unwavering in that. But stay open enough to connect. That combo is what drives both better relationships and better sales. Your voice is your greatest asset. In a world where AI is commoditizing creative work, what sets you apart is your authentic voice, your leadership, and your ability to connect on a human level. About Brian Bogert Brian Bogert is a strategic voice amplifier and emotionally driven force multiplier who helps people lead, communicate, and scale with clarity - without compromising their humanity. Brian works with entrepreneurs, elite performers, and visionary creators to unlock clarity and scale through the lens of human behavior, message intelligence, and scalable connection. He compresses time, cuts through noise, and turns chaos into aligned action. With 100M+ video views and one of the most powerful comeback stories in the space, he brings raw authenticity, actionable insight, and unmatched energy to every stage, podcast, or training he leads. He believes in using technology to amplify humanity and truth - not replace it. Always human first. "When you eliminate waste, you can operate at speed without the need to hurry." - Brian Bogert In This Episode [00:00] Welcome to the show! [05:37] Meet Brian Bogert [07:28] Identifying and Removing Waste [20:32] Defining Where You Are Stuck [22:32] Importance of Questions [28:36] Strong Spine, Soft Front [32:05] Sharing Your Story Helps Others [36:17] Vulnerability [42:08] How To Charge More [48:35] Connect with Brian [52:54] Outro  Quotes "Your voice is your greatest asset. The question is, do you know your voice? Do you feel strength and conviction in your voice? And can you be unwavering in your voice?" — Brian Bogert "The second you have nothing to protect, justify, or defend about yourself — about how much you charge, about the quality of your work, about your integrity — you are free." — Brian Bogert "You don't have it because you don't ask for it. We're afraid." — Ryan Koral "Courage doesn't mean you're not afraid. It means you choose to do it anyway." — Brian Bogert "The world will never judge you based on your intent. The world will only ever judge you based on what your words, actions, and behaviors communicate, even if you're not aware of it." — Brian Bogert Guest Links Find Brian Bogert online Follow Brian Bogert on Instagram | Facebook | LinkedIn Links Find out more about the Studio Sherpas Mastermind Join the Grow Your Video Business Facebook Group  Follow Ryan Koral on Instagram Follow Grow Your Video Business on Instagram Join the Studio Sherpas newsletter  

Columbia Broken Couches
Israel's Ambassador: "Iran needs you to believe Netanyahu is dead…"

Columbia Broken Couches

Play Episode Listen Later Mar 21, 2026 53:09


Welcome to PGX: Raw & RealPGX: Raw & Real is simple. I sit with people who've lived through something and/or made it big.This isn't meant to be inspiration or a template for life (for that, you can check out PGX Ideas).This space is different. It's their story, as they experienced it.In this episode, I spoke to Reuven Azar — 10th Ambassador of Israel to IndiaTimestamps:00:00 - Is PM Netanyahu Dead?04:13 - Israel's motivations behind attacking Iran13:36 - USA & Israel's anticipation of the Iranian military response18:59 - Evidence of Israel's claims against Iran26:08 - War's effect on India29:16 - PM Modi's Visit to Israel35:31 - Can Israel Trust Donald Trump?45:04 - How Does This War End?Enjoy.— Prakhar___________________________________________________________________________________________________Watch NextIf you're looking for human stories & emotion, go to PGX Raw & Real → https://www.youtube.com/playlist?list=PLa6DgTttATAc0hftp0aZtUvCgVSKO8hbxIf you want ideas, insight, and perspective, go to PGX Ideas → https://www.youtube.com/playlist?list=PLa6DgTttATAcNdrNSG8Hh78TK-5A0EJbC___________________________________________________________________________________________________Learn with MeMaster the art of Conversation → https://www.artofconversation.in/___________________________________________________________________________________________________Guest - Reuven AzarInstagram: https://www.instagram.com/reuven.azar.3X: https://x.com/reuvenazar___________________________________________________________________________________________________PGX SocialsInstagram → https://www.instagram.com/pgxpodcast/X (Twitter) → https://twitter.com/pgxpodcastLinkedIn → https://www.linkedin.com/in/prvkhvr/Clips Channel → https://www.youtube.com/@PGXClips___________________________________________________________________________________________________Follow meTwitter: https://twitter.com/prvkhvrInstagram: https://www.instagram.com/prvkhvr/LinkedIn: https://www.linkedin.com/in/prvkhvr/___________________________________________________________________________________________________#prakharkepravachan #prakhargupta #israel #isrealnews #israelwar #pgx #raw #real

The Wealth Equation
The Order of Money Priorities to Build Millions

The Wealth Equation

Play Episode Listen Later Mar 19, 2026 16:07


Success with money isn't just about making more,  it's about knowing exactly where your money should go and in what order to actually build wealth. In this episode, I'm answering one of the most common questions I get: where should I be putting my money and what is the best place for all my money to go and in what order?  I'm going to reframe your thinking around money, your identity, and how to approach saving, spending, and investing in a way that actually creates serious wealth. Tune in to learn: Where the should I be putting my money + what is the best place for all my money to go and in what order Where a lot of Instagram influencers in this space are leading you astray The most powerful mindset and habit shift you can ever make as a woman who is looking to create a serious amount of wealth The difference between being a saver, a moneymaker, and thinking like a capital allocator Why you need to start thinking like a capital allocator to create multi 7 and multi 8 figure wealth

Linda's Corner: Faith, Family, and Living Joyfully
Rise, Rebuild, and Thrive After a Crisis with Nick Prefontaine

Linda's Corner: Faith, Family, and Living Joyfully

Play Episode Listen Later Mar 10, 2026 34:21


What if the very moment that nearly broke you became the foundation for your greatest strength?In this powerful and inspiring episode, Linda sits down with Nick Prefontaine, named Top Motivational Speaker by Yahoo Finance in 2022, to talk about how to rise, rebuild, and truly thrive after life-altering adversity.At just 14 years old, Nick suffered a traumatic, life-threatening snowboarding accident that left him in a coma. Doctors told his parents he would never walk, talk, or eat on his own again. Against all odds, Nick defied those predictions—setting a bold personal goal not just to walk, but to run out of the hospital.Today, Nick is a 3X best-selling author, a 7-figure business owner, Rhode Island–based real estate investor, Partner of Smart Real Estate Coach, and the founder of Common Goal, a movement dedicated to helping people turn setbacks into strength. Much of his work focuses on inspiring and supporting those recovering from brain injuries and major life challenges.In this conversation, Nick shares how adversity shaped his mindset, his mission, and his success—and introduces his powerful S.T.E.P. system, a practical framework designed to help anyone move forward after a crisis with clarity and determination.In this episode, you'll learn:How Nick rebuilt his life after a traumatic brain injuryWhy setbacks can become the foundation for resilience and successThe mindset shift that helped Nick exceed every medical predictionHow the S.T.E.P. framework helps people move forward after adversityPractical tools to rebuild confidence, momentum, and purpose after crisisNick's S.T.E.P. Framework:Support – Lean on the right people and resourcesTrust – Believe in yourself and the processEnergy – Direct your focus where it matters mostPersistence – Keep moving forward, one step at a timeNick's story is a powerful reminder that no matter how devastating the setback, it does not define your future. With the right support, mindset, and persistence, it's possible to rise stronger than ever before.Connect with Nick PrefontaineWebsite: https://nickprefontaine.com/Free S.T.E.P. ebook: https://nickprefontaine.com/step/If you or someone you love is navigating recovery, rebuilding after trauma, or searching for hope after a crisis, this episode will inspire and empower you to keep going—one step at a time.Thanks for listening to Linda's Corner. Please share this episode, subscribe, and leave a rating and review—it helps us spread more hope and healing. Visit lindascornerpodcast.com and follow @lindascornerpodcast on YouTube, Facebook, Instagram, and Pinterest. For free resources to boost happiness, confidence, and emotional well-being, visit hopeforhealingfoundation.org. Remember—you are stronger than you think. Become the champion of your own story.

App Masters - App Marketing & App Store Optimization with Steve P. Young
Web-to-App Strategy: How Brands Lose Millions Without Deep Linking (Fix Your App Conversions)

App Masters - App Marketing & App Store Optimization with Steve P. Young

Play Episode Listen Later Mar 10, 2026 10:20


Most brands are quietly losing revenue because their web-to-app journey is broken.In this video, Steve P. Young (Founder of App Masters) breaks down:✅ Why ecommerce apps convert 3X higher than mobile web✅ How poor deep linking kills installs and revenue✅ Smart banner mistakes even big brands make✅ How Nike and Sephora handle web-to-app differently✅ How to fix your mobile growth funnel todayIf you're a growth marketer, lifecycle marketer, CRM manager, or ecommerce brand, this is one of the simplest levers you can pull to:✅ Increase app installs✅ Improve onboarding conversions✅ Reduce cart abandonment✅ Boost in-app revenue✅ Create seamless deep linking experiencesWe review real examples from Nike and Sephora to show what works, and where even billion-dollar brands leave money on the table.You'll also learn how smart deep linking solutions (like AppsFlyer's deep linking platform) can help you combine:✅ Direct app install from smart banners✅ Seamless product-level deep linking✅ Reduced friction from web to app✅ Better attribution and analyticsIf you're investing in paid traffic, CRM, email, or SMS but ignoring your web-to-app flow, you're likely losing significant revenue.Fix the funnel. Improve the journey. Increase app revenue.

The Alignment Show
EP 101: INTUITION - WHERE TO USE + HOW IT'S SAVED ME (STORYTIMES)

The Alignment Show

Play Episode Listen Later Mar 9, 2026 61:27


Doors to join The Intuitive Advantage are open for you, but closing on Wednesday 3/11/26! (We officially start Thursday!)In this episode we're making intuition as real + tangible as possible. I'm diving into where you should absolutely be using intuition in your life, plus countless storytimes from my own personal experiences on how intuition has solved problems like:creating my biggest sales weekavoiding GI issues from runningnaming my programshealing my herniated discmy hormonal acne storyhealing our cats without taking them to the vetI also share a handful of client stories where intuition helped them:become an energetic match to meet their dream partner (crazy Higher Self story here)getting pregnant after loss & fertility issuesclearing allergieshealing a sty in < 48 hoursclients making sales & getting paid 3X using the intuitive tools I got for themDoors to The Intuitive Advantage close Wednesday night, March 11, 2026 @ 11:59 PM PST!

The Wealth Equation
The Daily Cost of a Mismanaged Portfolio

The Wealth Equation

Play Episode Listen Later Mar 6, 2026 15:28


Success with money isn't just about what happens decades from now. In this episode, I'm breaking down the daily cost of a mismanaged portfolio, and how small tweaks you make today can dramatically change your long-term wealth. If you've ever wondered how compound interest actually works (without the confusing math), this episode will show you exactly how tiny shifts today can double or even triple your net worth. Tune in to learn: The shocking math behind how tiny tweaks you make today can double or triple your net worth How compound interest actually works (in a way you've probably never heard before) How rumors and viral videos spread — and what that reveals about your investments Why your investments aren't actually about retirement Why you may be making — or losing — far more money every single day than you realize

The Tom Ferry Podcast Experience
She Set a $250K GCI Goal – Then Made $750K | Outliers

The Tom Ferry Podcast Experience

Play Episode Listen Later Mar 5, 2026 28:17


Welcome back to Tom Ferry's Outliers Series—where we unpack the mindset and disciplines of agents doing extraordinary things.   This week, Tom sits down with Joy Lynn, a Salt Lake City agent who started last year with a $250,000 GCI goal… then blew past it so fast she had to keep raising the ceiling. She finished the year at $750,000.   But it wasn't a new tool, a viral strategy, or a lucky market that got her there.   It was a simple rule that's far more powerful than anything else.    In this episode, you'll discover: The gap that's probably costing you hundreds of thousands of dollars A 90-day rule for evaluating new habits, systems, or prospecting methods The non-negotiable morning routine she credits for her entire transformation Why she stopped cold calling – and what she did instead   If you're working hard but keep chasing the next shiny object… this episode will stop you in your tracks.   And as you'll learn from the episode, Joy credits her success to working with a Tom Ferry Coach.    Want proof that you can 3X the highest goal you've ever set in your life?    Schedule a free call with a Tom Ferry consultant to learn more about coaching and if it's right for you:

Effective Fitness for Women: Fat Loss & Muscle Gain for Fitness Beginners
200|Client Success Story: How This Busy Working Mom Went From 3X To L And Has No More Back Pain

Effective Fitness for Women: Fat Loss & Muscle Gain for Fitness Beginners

Play Episode Listen Later Mar 4, 2026 15:24


I love sharing client success stories!  In today's interview, my client Marsha Guse is sharing how she (a full-time working mom in her 50's) was able to transform her body with strength training. She now is feeling firmer, more energetic, and has gone down from an 3X to L in her clothes!  Marsha is also an author of Becoming Happier, a book for parents and caregivers to help kids create healthy, happier mental habits and is the coauthor of the journal for Affirming U, an empowerment group for girls.  You can grab those here:Affirming U Becoming Happier  

The Wealth Equation
7 Surprising Results of an Optimized Portfolio

The Wealth Equation

Play Episode Listen Later Feb 27, 2026 37:27


Success with money isn't just “more numbers on a screen”. It changes how you feel in your body, your relationships, and your life. In this episode, I'm taking you behind the scenes of what actually happens when your portfolio is optimized, and why most women can't imagine these results until they experience them. You'll hear the real, unexpected ripple effects my clients report after we simplify their investments, clean up the mess, and build a portfolio that performs without constant stress. Tune in to learn: The 7 surprising results of a well-managed portfolio Why you have no idea what it feels like if you've never experienced a well-managed, optimized portfolio What's actually on the other side of having your money “dialed” The real behind-the-scenes questions women ask inside my private containers — and the instant clarity they get Why an optimized portfolio is actually quite the opposite of confusing, overwhelming, and stressful.

Movie Show Matinee
The Movie Show: Scream 7

Movie Show Matinee

Play Episode Listen Later Feb 27, 2026 71:13


Coming up on today's Movie Show, Andy and Rachel review  - Scream 7 - When a new Ghostface killer emerges in the town where Sidney Prescott has built a new life, her darkest fears are realized as her daughter becomes the next target. They will also review This is Not a Test, The President's Cake, K-POPS!, and More Than We Ever Imagine.  Andy & Rachel continue their segment Talk'n Oscars with the category for Best  Andy and Rachel will mention the Peacock movie, Threshold -  Documentary about Jessie Diggins, a 3X gold medalist cross country skier who suffered from an eating disorder at the peak of her career. They will also review The Bluff(Prime Video), In the Blink of an Eye(Hulu), and Man on the Run on Prime Video.  In addition, they will look at streaming series like Paradise S2(Hulu), Scrubs(Hulu), Bridgerton S4 Pt.2(Netflix), and Monarch: Legacy of Monsters S2 on Apple TV+.  Here are some honorable mentions:   

The Wealth Equation
Why Self Managaed Portfolios Outperform Advisors

The Wealth Equation

Play Episode Listen Later Feb 20, 2026 23:34


Most women assume advisors outperform because they're “experts.” The data inside real portfolios tells a very different story. In this episode, I take you behind the scenes of reviewing real client portfolios - many advisor-managed, ranging from $30K to over $3M, and show you exactly what's working, what's quietly draining wealth, and why it's not only possible, but easy, for women to outperform advisors without a finance degree or prior investing experience.Tune in to learn: Why it's possible to outperform an advisor even if you've never invested on your own The real returns inside advisor-managed portfolios  and how they compare to the market The one critical thing advisor-managed portfolios are missing Why advisor portfolios are designed for complexity, not returns How fees and underperformance compound into millions lost over time

NETWORK MARKETING MADE SIMPLE
The Most Influential Voice In Consumer Insights

NETWORK MARKETING MADE SIMPLE

Play Episode Listen Later Feb 12, 2026 32:59


Devora is one of the most influential voices in consumer insights today, shaping how brands — from Netflix to Pepsico, TikTok, and Waymo — understand and influence shopper behavior.As Chief Strategy Officer at Alter Agents, Devora designs research studies to solve the toughest brand challenges — leading 3X brand growth — and is part of an exciting revolution in research called agile neuroscience testing that uses biometrics and AI to reveal subconscious consumer reactions in real time. Shopper insights and strategy have been Devora's passion for 15 years, during which time she has worked with top brands like Snapchat, Activision, Nespresso, Bose, and Schwab. She's also the brains behind the methodology used by Google for their groundbreaking ZMOT research. Whether it's decoding consumer choice, the rise of "shopper promiscuity," or how brands can future-proof their strategies — Devora goes beyond surface-level data to tap into how people buy, why they switch brands, and what companies must do to stay ahead. She has co-authored retail and shopping insights books like Fire in the Zoo and Influencing Shopper Decisions, and her TEDx on the Future of Shopping and Retail has nearly 300K views.Connect with Devora here:https://www.linkedin.com/in/devorarogers/https://www.facebook.com/AlterAgents/mentions/?_rdrhttps://www.instagram.com/alter_agents/?hl=enhttps://alteragents.com/Download our FREE Optimize Your LinkedIn Profile Guide here:https://www.thetimetogrow.com/ecsoptimizeyourprofile

The Marketing Secrets Show
Tested Advertising Methods: The Blueprint for Higher Conversions | #Success - Ep. 113

The Marketing Secrets Show

Play Episode Listen Later Feb 11, 2026 16:52


Most entrepreneurs think their funnel is broken when it doesn't convert. But after building funnels for over two decades, I can tell you the truth… ninety-nine percent of the time, the funnel isn't the problem. The problem is we haven't done the work of testing. The difference between a funnel that struggles and one that scales to millions usually comes down to a few small changes - tested intentionally and consistently. In this episode of The Russell Brunson Show, I pull a classic out of my vault: Tested Advertising Methods by John Caples. This is one of the foundational books that shaped modern advertising and completely transformed how I look at marketing. I share the story of my very first split test - changing nothing but the color of a headline - and how that simple tweak increased conversions by nearly 27%, instantly giving me a “raise” without more traffic, more ad spend, or more work. If you've ever wanted to know how to systematically grow your business instead of gambling on guesses, this episode is your blueprint. Key Highlights: ◼️Why 80% of your ad's success depends on the headline - and how to structure it so it pulls people into the first paragraph ◼️The exact split-testing framework I use inside ClickFunnels to “give myself a raise” every single day ◼️The biggest mistake entrepreneurs make when testing (and why testing more than one variable at a time kills your data) ◼️Why specifics dramatically out-convert generalities - and how one precise headline 3X'd our results ◼️How old-school advertisers risked tens of thousands of dollars per test - and what their discipline can teach us today Testing isn't just a tactic… it's a philosophy. It's the difference between hoping your funnel works and knowing it works. When you understand how to test headlines, offers, and pages the right way, you stop guessing and start engineering growth. John Caples mastered this decades ago, and when you adopt that same mindset, you'll realize you're just one split test away from your next breakthrough. ◼️⁠⁠⁠https://russellbrunson.com/notes⁠⁠ ◼️If you've got a product, offer, service… or idea… I'll show you how to sell it (the RIGHT way) Register for my next event →⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ https://sellingonline.com/podcast⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ◼️Still don't have a funnel? ClickFunnels gives you the exact tools (and templates) to launch TODAY → ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://clickfunnels.com/podcast Learn more about your ad choices. Visit megaphone.fm/adchoices

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Tech Deciphered
73 – Infrastructure… The Rebirth

Tech Deciphered

Play Episode Listen Later Feb 11, 2026 46:27


Infrastructure was passé…uncool. Difficult to get dollars from Private Equity and Growth funds, and almost impossible to get a VC fund interested. Now?! Now, it's cool. Infrastructure seems to be having a Renaissance, a full on Rebirth, not just fueled by commercial interests (e.g. advent of AI), but also by industrial policy and geopolitical considerations. In this episode of Tech Deciphered, we explore what's cool in the infrastructure spaces, including mega trends in semiconductors, energy, networking & connectivity, manufacturing Navigation: Intro We're back to building things Why now: the 5 forces behind the renaissance Semiconductors: compute is the new oil Networking & connectivity: digital highways get rebuilt Energy: rebuilding the power stack (not just renewables) Manufacturing: the return of “atoms + bits” Wrap: what it means for startups, incumbents, and investors Conclusion Our co-hosts: Bertrand Schmitt, Entrepreneur in Residence at Red River West, co-founder of App Annie / Data.ai, business angel, advisor to startups and VC funds, @bschmitt Nuno Goncalves Pedro, Investor, Managing Partner, Founder at Chamaeleon, @ngpedro Our show: Tech DECIPHERED brings you the Entrepreneur and Investor views on Big Tech, VC and Start-up news, opinion pieces and research. We decipher their meaning, and add inside knowledge and context. Being nerds, we also discuss the latest gadgets and pop culture news Subscribe To Our Podcast Nuno Gonçalves Pedro Introduction Welcome to episode 73 of Tech Deciphered, Infrastructure, the Rebirth or Renaissance. Infrastructure was passé, it wasn’t cool, but all of a sudden now everyone’s talking about network, talking about compute and semiconductors, talking about logistics, talking about energy. What gives? What’s happened? It was impossible in the past to get any funds, venture capital, even, to be honest, some private equity funds or growth funds interested in some of these areas, but now all of a sudden everyone thinks it’s cool. The infrastructure seems to be having a renaissance, a full-on rebirth. In this episode, we will explore in which cool ways the infrastructure spaces are moving and what’s leading to it. We will deep dive into the forces that are leading us to this. We will deep dive into semiconductors, networking and connectivity, energy, manufacturing, and then we’ll wrap up. Bertrand, so infrastructure is cool now. Bertrand Schmitt We're back to building things Yes. I thought software was going to eat the world. I cannot believe it was then, maybe even 15 years ago, from Andreessen, that quote about software eating the world. I guess it’s an eternal balance. Sometimes you go ahead of yourself, you build a lot of software stack, and at some point, you need the hardware to run this software stack, and there is only so much the bits can do in a world of atoms. Nuno Gonçalves Pedro Obviously, we’ve gone through some of this before. I think what we’re going through right now is AI is eating the world, and because AI is eating the world, it’s driving a lot of this infrastructure building that we need. We don’t have enough energy to be consumed by all these big data centers and hyperscalers. We need to be innovative around network as well because of the consumption in terms of network bandwidth that is linked to that consumption as well. In some ways, it’s not software eating the world, AI is eating the world. Because AI is eating the world, we need to rethink everything around infrastructure and infrastructure becoming cool again. Bertrand Schmitt There is something deeper in this. It’s that the past 10, even 15 years were all about SaaS before AI. SaaS, interestingly enough, was very energy-efficient. When I say SaaS, I mean cloud computing at large. What I mean by energy-efficient is that actually cloud computing help make energy use more efficient because instead of companies having their own separate data centers in many locations, sometimes poorly run from an industrial perspective, replace their own privately run data center with data center run by the super scalers, the hyperscalers of the world. These data centers were run much better in terms of how you manage the coolings, the energy efficiency, the rack density, all of this stuff. Actually, the cloud revolution didn’t increase the use of electricity. The cloud revolution was actually a replacement from your private data center to the hyperscaler data center, which was energy efficient. That’s why we didn’t, even if we are always talking about that growth of cloud computing, we were never feeling the pinch in term of electricity. As you say, we say it all changed because with AI, it was not a simple “Replacement” of locally run infrastructure to a hyperscaler run infrastructure. It was truly adding on top of an existing infrastructure, a new computing infrastructure in a way out of nowhere. Not just any computing infrastructure, an energy infrastructure that was really, really voracious in term of energy use. Nuno Gonçalves Pedro There was one other effect. Obviously, we’ve discussed before, we are in a bubble. We won’t go too much into that today. But the previous big bubble in tech, which is in the late ’90s, there was a lot of infrastructure built. We thought the internet was going to take over back then. It didn’t take over immediately, but there was a lot of network connectivity, bandwidth built back in the day. Companies imploded because of that as well, or had to restructure and go in their chapter 11. A lot of the big telco companies had their own issues back then, etc., but a lot of infrastructure was built back then for this advent of the internet, which would then take a long time to come. In some ways, to your point, there was a lot of latent supply that was built that was around that for a while wasn’t used, but then it was. Now it’s been used, and now we need new stuff. That’s why I feel now we’re having the new moment of infrastructure, new moment of moving forward, aligned a little bit with what you just said around cloud computing and the advent of SaaS, but also around the fact that we had a lot of buildup back in the late ’90s, early ’90s, which we’re now still reaping the benefits on in today’s world. Bertrand Schmitt Yeah, that’s actually a great point because what was built in the late ’90s, there was a lot of fibre that was built. Laying out the fibre either across countries, inside countries. This fibre, interestingly enough, you could just change the computing on both sides of the fibre, the routing, the modems, and upgrade the capacity of the fibre. But the fibre was the same in between. The big investment, CapEx investment, was really lying down that fibre, but then you could really upgrade easily. Even if both ends of the fibre were either using very old infrastructure from the ’90s or were actually dark and not being put to use, step by step, it was being put to use, equipment was replaced, and step by step, you could keep using more and more of this fibre. It was a very interesting development, as you say, because it could be expanded over the years, where if we talk about GPUs, use for AI, GPUs, the interesting part is actually it’s totally the opposite. After a few years, it’s useless. Some like Google, will argue that they can depreciate over 5, 6 years, even some GPUs. But at the end of the day, the difference in perf and energy efficiency of the GPUs means that if you are energy constrained, you just want to replace the old one even as young as three-year-old. You have to look at Nvidia increasing spec, generation after generation. It’s pretty insane. It’s usually at least 3X year over year in term of performance. Nuno Gonçalves Pedro At this moment in time, it’s very clear that it’s happening. Why now: the 5 forces behind the renaissance Maybe let’s deep dive into why it’s happening now. What are the key forces around this? We’ve identified, I think, five forces that are particularly vital that lead to the world we’re in right now. One we’ve already talked about, which is AI, the demand shock and everything that’s happened because of AI. Data centers drive power demand, drive grid upgrades, drive innovative ways of getting energy, drive chips, drive networking, drive cooling, drive manufacturing, drive all the things that we’re going to talk in just a bit. One second element that we could probably highlight in terms of the forces that are behind this is obviously where we are in terms of cost curves around technology. Obviously, a lot of things are becoming much cheaper. The simulation of physical behaviours has become a lot more cheap, which in itself, this becomes almost a vicious cycle in of itself, then drives the adoption of more and more AI and stuff. But anyway, the simulation is becoming more and more accessible, so you can do a lot of simulation with digital twins and other things off the real world before you go into the real world. Robotics itself is becoming, obviously, cheaper. Hardware, a lot of the hardware is becoming cheaper. Computer has become cheaper as well. Obviously, there’s a lot of cost curves that have aligned that, and that’s maybe the second force that I would highlight. Obviously, funds are catching up. We’ll leave that a little bit to the end. We’ll do a wrap-up and talk a little bit about the implications to investors. But there’s a lot of capital out there, some capital related to industrial policy, other capital related to private initiative, private equity, growth funds, even venture capital, to be honest, and a few other elements on that. That would be a third force that I would highlight. Bertrand Schmitt Yes. Interestingly enough, in terms of capital use, and we’ll talk more about this, but some firms, if we are talking about energy investment, it was very difficult to invest if you are not investing in green energy. Now I think more and more firms and banks are willing to invest or support different type of energy infrastructure, not just, “Green energy.” That’s an interesting development because at some point it became near impossible to invest more in gas development, in oil development in the US or in most Western countries. At least in the US, this is dramatically changing the framework. Nuno Gonçalves Pedro Maybe to add the two last forces that I think we see behind the renaissance of what’s happening in infrastructure. They go hand in hand. One is the geopolitics of the world right now. Obviously, the world was global flat, and now it’s becoming increasingly siloed, so people are playing it to their own interests. There’s a lot of replication of infrastructure as well because people want to be autonomous, and they want to drive their own ability to serve end consumers, businesses, etc., in terms of data centers and everything else. That ability has led to things like, for example, chips shortage. The fact that there are semiconductors, there are shortages across the board, like memory shortages, where everything is packed up until 2027 of 2028. A lot of the memory that was being produced is already spoken for, which is shocking. There’s obviously generation of supply chain fragilities, obviously, some of it because of policies, for example, in the US with tariffs, etc, security of energy, etc. Then the last force directly linked to the geopolitics is the opposite of it, which is the policy as an accelerant, so to speak, as something that is accelerating development, where because of those silos, individual countries, as part their industrial policy, then want to put capital behind their local ecosystems, their local companies, so that their local companies and their local systems are for sure the winners, or at least, at the very least, serve their own local markets. I think that’s true of a lot of the things we’re seeing, for example, in the US with the Chips Act, for semiconductors, with IGA, IRA, and other elements of what we’ve seen in terms of practices, policies that have been implemented even in Europe, China, and other parts of the world. Bertrand Schmitt Talking about chips shortages, it’s pretty insane what has been happening with memory. Just the past few weeks, I have seen a close to 3X increase in price in memory prices in a matter of weeks. Apparently, it started with a huge order from OpenAI. Apparently, they have tried to corner the memory market. Interestingly enough, it has flat-footed the entire industry, and that includes Google, that includes Microsoft. There are rumours of their teams now having moved to South Korea, so they are closer to the action in terms of memory factories and memory decision-making. There are rumours of execs who got fired because they didn’t prepare for this type of eventuality or didn’t lock in some of the supply chain because that memory was initially for AI, but obviously, it impacts everything because factories making memories, you have to plan years in advance to build memories. You cannot open new lines of manufacturing like this. All factories that are going to open, we know when they are going to open because they’ve been built up for years. There is no extra capacity suddenly. At the very best, you can change a bit your line of production from one type of memory to another type. But that’s probably about it. Nuno Gonçalves Pedro Just to be clear, all these transformations we’re seeing isn’t to say just hardware is back, right? It’s not just hardware. There’s physicality. The buildings are coming back, right? It’s full stack. Software is here. That’s why everything is happening. Policy is here. Finance is here. It’s a little bit like the name of the movie, right? Everything everywhere all at once. Everything’s happening. It was in some ways driven by the upper stacks, by the app layers, by the platform layers. But now we need new infrastructure. We need more infrastructure. We need it very, very quickly. We need it today. We’re already lacking in it. Semiconductors: compute is the new oil Maybe that’s a good segue into the first piece of the whole infrastructure thing that’s driving now the most valuable company in the world, NVIDIA, which is semiconductors. Semiconductors are driving compute. Semis are the foundation of infrastructure as a compute. Everyone needs it for every thing, for every activity, not just for compute, but even for sensors, for actuators, everything else. That’s the beginning of it all. Semiconductor is one of the key pieces around the infrastructure stack that’s being built at scale at this moment in time. Bertrand Schmitt Yes. What’s interesting is that if we look at the market gap of Semis versus software as a service, cloud companies, there has been a widening gap the past year. I forgot the exact numbers, but we were talking about plus 20, 25% for Semis in term of market gap and minus 5, minus 10 for SaaS companies. That’s another trend that’s happening. Why is this happening? One, because semiconductors are core to the AI build-up, you cannot go around without them. But two, it’s also raising a lot of questions about the durability of the SaaS, a software-as-a-service business model. Because if suddenly we have better AI, and that’s all everyone is talking about to justify the investment in AI, that it keeps getting better, and it keeps improving, and it’s going to replace your engineers, your software engineers. Then maybe all of this moat that software companies built up over the years or decades, sometimes, might unravel under the pressure of newly coded, newly built, cheaper alternatives built from the ground up with AI support. It’s not just that, yes, semiconductors are doing great. It’s also as a result of that AI underlying trend that software is doing worse right now. Nuno Gonçalves Pedro At the end of the day, this foundational piece of infrastructure, semiconductor, is obviously getting manifest to many things, fabrication, manufacturing, packaging, materials, equipment. Everything’s being driven, ASML, etc. There are all these different players around the world that are having skyrocket valuations now, it’s because they’re all part of the value chain. Just to be very, very clear, there’s two elements of this that I think are very important for us to remember at this point in time. One, it’s the entire value chains are being shifted. It’s not just the chips that basically lead to computing in the strict sense of it. It’s like chips, for example, that drive, for example, network switching. We’re going to talk about networking a bit, but you need chips to drive better network switching. That’s getting revolutionised as well. For example, we have an investment in that space, a company called the eridu.ai, and they’re revolutionising one of the pieces around that stack. Second part of the puzzle, so obviously, besides the holistic view of the world that’s changing in terms of value change, the second piece of the puzzle is, as we discussed before, there’s industrial policy. We already mentioned the CHIPS Act, which is something, for example, that has been done in the US, which I think is 52 billion in incentives across a variety of things, grants, loans, and other mechanisms to incentivise players to scale capacity quick and to scale capacity locally in the US. One of the effects of that now is obviously we had the TSMC, US expansion with a factory here in the US. We have other levels of expansion going on with Intel, Samsung, and others that are happening as we speak. Again, it’s this two by two. It’s market forces that drive the need for fundamental shifts in the value chain. On the other industrial policy and actual money put forward by states, by governments, by entities that want to revolutionise their own local markets. Bertrand Schmitt Yes. When you talk about networking, it makes me think about what NVIDIA did more than six years ago when they acquired Mellanox. At the time, it was largest acquisition for NVIDIA in 2019, and it was networking for the data center. Not networking across data center, but inside the data center, and basically making sure that your GPUs, the different computers, can talk as fast as possible between each of them. I think that’s one piece of the puzzle that a lot of companies are missing, by the way, about NVIDIA is that they are truly providing full systems. They are not just providing a GPU. Some of their competitors are just providing GPUs. But NVIDIA can provide you the full rack. Now, they move to liquid-cool computing as well. They design their systems with liquid cooling in mind. They have a very different approach in the industry. It’s a systematic system-level approach to how do you optimize your data center. Quite frankly, that’s a bit hard to beat. Nuno Gonçalves Pedro For those listening, you’d be like, this is all very different. Semiconductors, networking, energy, manufacturing, this is all different. Then all of a sudden, as Bertrand is saying, well, there are some players that are acting across the stack. Then you see in the same sentence, you’re talking about nuclear power in Microsoft or nuclear power in Google, and you’re like, what happened? Why are these guys in the same sentence? It’s like they’re tech companies. Why are they talking about energy? It’s the nature of that. These ecosystems need to go hand in hand. The value chains are very deep. For you to actually reap the benefits of more and more, for example, semiconductor availability, you have to have better and better networking connectivity, and you have to have more and more energy at lower and lower costs, and all of that. All these things are intrinsically linked. That’s why you see all these big tech companies working across stack, NVIDIA being a great example of that in trying to create truly a systems approach to the world, as Bertrand was mentioning. Networking & connectivity: digital highways get rebuilt On the networking and connectivity side, as we said, we had a lot of fibre that was put down, etc, but there’s still more build-out needs to be done. 5G in terms of its densification is still happening. We’re now starting to talk, obviously, about 6G. I’m not sure most telcos are very happy about that because they just have been doing all this CapEx and all this deployment into 5G, and now people already started talking about 6G and what’s next. Obviously, data center interconnect is quite important, and all the hubbing that needs to happen around data centers is very, very important. We are seeing a lot movements around connectivity that are particularly important. Network gear and the emergence of players like Broadcom in terms of the semiconductor side of the fence, obviously, Cisco, Juniper, Arista, and others that are very much present in this space. As I said, we made an investment on the semiconductor side of networking as well, realizing that there’s still a lot of bottlenecks happening there. But obviously, the networking and connectivity stack still needs to be built at all levels within the data centers, outside of the data centers in terms of last mile, across the board in terms of fibre. We’re seeing a lot of movements still around the space. It’s what connects everything. At the end of the day, if there’s too much latency in these systems, if the bandwidths are not high enough, then we’re going to have huge bottlenecks that are going to be put at the table by a networking providers. Obviously, that doesn’t help anyone. If there’s a button like anywhere, it doesn’t work. All of this doesn’t work. Bertrand Schmitt Yes. Interestingly enough, I know we said for this episode, we not talk too much about space, but when you talk about 6G, it make me think about, of course, Starlink. That’s really your last mile delivery that’s being built as well. It’s a massive investment. We’re talking about thousands of satellites that are interconnected between each other through laser system. This is changing dramatically how companies can operate, how individuals can operate. For companies, you can have great connectivity from anywhere in the world. For military, it’s the same. For individuals, suddenly, you won’t have dead space, wide zones. This is also a part of changing how we could do things. It’s quite important even in the development of AI because, yes, you can have AI at the edge, but that interconnect to the rest of the system is quite critical. Having that availability of a network link, high-quality network link from anywhere is a great combo. Nuno Gonçalves Pedro Then you start seeing regions of the world that want to differentiate to attract digital nomads by saying, “We have submarine cables that come and hub through us, and therefore, our connectivity is amazing.” I was just in Madeira, and they were talking about that in Portugal. One of the islands of Portugal. We have some Marine cables. You have great connectivity. We’re getting into that discussion where people are like, I don’t care. I mean, I don’t know. I assume I have decent connectivity. People actually care about decent connectivity. This discussion is not just happening at corporate level, at enterprise level? Etc. Even consumers, even people that want to work remotely or be based somewhere else in the world. It’s like, This is important Where is there a great connectivity for me so that I can have access to the services I need? Etc. Everyone becomes aware of everything. We had a cloud flare mishap more recently that the CEO had to jump online and explain deeply, technically and deeply, what happened. Because we’re in their heads. If Cloudflare goes down, there’s a lot of websites that don’t work. All of this, I think, is now becoming du jour rather than just an afterthought. Maybe we’ll think about that in the future. Bertrand Schmitt Totally. I think your life is being changed for network connectivity, so life of individuals, companies. I mean, everything. Look at airlines and ships and cruise ships. Now is the advent of satellite connectivity. It’s dramatically changing our experience. Nuno Gonçalves Pedro Indeed. Energy: rebuilding the power stack (not just renewables) Moving maybe to energy. We’ve talked about energy quite a bit in the past. Maybe we start with the one that we didn’t talk as much, although we did mention it, which was, let’s call it the fossil infrastructure, what’s happening around there. Everyone was saying, it’s all going to be renewables and green. We’ve had a shift of power, geopolitics. Honestly, I the writing was on the wall that we needed a lot more energy creation. It wasn’t either or. We needed other sources to be as efficient as possible. Obviously, we see a lot of work happening around there that many would have thought, Well, all this infrastructure doesn’t matter anymore. Now we’re seeing LNG terminals, pipelines, petrochemical capacity being pushed up, a lot of stuff happening around markets in terms of export, and not only around export, but also around overall distribution and increases and improvements so that there’s less leakage, distribution of energy, etc. In some ways, people say, it’s controversial, but it’s like we don’t have enough energy to spare. We’re already behind, so we need as much as we can. We need to figure out the way to really extract as much as we can from even natural resources, which In many people’s mind, it’s almost like blasphemous to talk about, but it is where we are. Obviously, there’s a lot of renaissance also happening on the fossil infrastructure basis, so to speak. Bertrand Schmitt Personally, I’m ecstatic that there is a renaissance going regarding what is called fossil infrastructure. Oil and gas, it’s critical to humanity well-being. You never had growth of countries without energy growth and nothing else can come close. Nuclear could come close, but it takes decades to deploy. I think it’s great. It’s great for developed economies so that they do better, they can expand faster. It’s great for third-world countries who have no realistic other choice. I really don’t know what happened the past 10, 15 years and why this was suddenly blasphemous. But I’m glad that, strangely, thanks to AI, we are back to a more rational mindset about energy and making sure we get efficient energy where we can. Obviously, nuclear is getting a second act. Nuno Gonçalves Pedro I know you would be. We’ve been talking about for a long time, and you’ve been talking about it in particular for a very long time. Bertrand Schmitt Yes, definitely. It’s been one area of interest of mine for 25 years. I don’t know. I’ve been shocked about what happened in Europe, that willingness destruction of energy infrastructure, especially in Germany. Just a few months ago, they keep destroying on live TV some nuclear station in perfect working condition and replacing them with coal. I’m not sure there is a better definition of insanity at this stage. It looks like it’s only the Germans going that hardcore for some reason, but at least the French have stopped their program of decommissioning. America, it seems to be doing the same, so it’s great. On top of it, there are new generations that could be put to use. The Chinese are building up a very large nuclear reactor program, more than 100 reactors in construction for the next 10 years. I think everybody has to catch up because at some point, this is the most efficient energy solution. Especially if you don’t build crazy constraints around the construction of these nuclear reactors. If we are rational about permits, about energy, about safety, there are great things we could be doing with nuclear. That might be one of the only solution if we want to be competitive, because when energy prices go down like crazy, like in China, they will do once they have reach delivery of their significant build-up of nuclear reactors, we better be ready to have similar options from a cost perspective. Nuno Gonçalves Pedro From the outside, at the very least, nuclear seems to be probably in the energy one of the areas that’s more being innovated at this moment in time. You have startups in the space, you have a lot really money going into it, not just your classic industrial development. That’s very exciting. Moving maybe to the carbonization and what’s happening. The CCUS, and for those who don’t know what it is, carbon capture, utilization, and storage. There’s a lot of stuff happening around that space. That’s the area that deals with the ability to capture CO₂ emissions from industrial sources and/or the atmosphere and preventing their release. There’s a lot of things happening in that space. There’s also a lot of things happening around hydrogen and geothermal and really creating the ability to storage or to store, rather, energy that then can be put back into the grids at the right time. There’s a lot of interesting pieces happening around this. There’s some startup movement in the space. It’s been a long time coming, the reuse of a lot of these industrial sources. Not sure it’s as much on the news as nuclear, and oil and gas, but certainly there’s a lot of exciting things happening there. Bertrand Schmitt I’m a bit more dubious here, but I think geothermal makes sense if it’s available at reasonable price. I don’t think hydrogen technology has proven its value. Concerning carbon capture, I’m not sure how much it’s really going to provide in terms of energy needs, but why not? Nuno Gonçalves Pedro Fuels niche, again, from the outside, we’re not energy experts, but certainly, there are movements in the space. We’ll see what’s happening. One area where there’s definitely a lot of movement is this notion of grid and storage. On the one hand, that transmission needs to be built out. It needs to be better. We’ve had issues of blackouts in the US. We’ve had issues of blackouts all around the world, almost. Portugal as well, for a significant part of the time. The ability to work around transmission lines, transformers, substations, the modernization of some of this infrastructure, and the move forward of it is pretty critical. But at the other end, there’s the edge. Then, on the edge, you have the ability to store. We should have, better mechanisms to store energy that are less leaky in terms of energy storage. Obviously, there’s a lot of movement around that. Some of it driven just by commercial stuff, like Tesla a lot with their storage stuff, etc. Some of it really driven at scale by energy players that have the interest that, for example, some of the storage starts happening closer to the consumption as well. But there’s a lot of exciting things happening in that space, and that is a transformative space. In some ways, the bottleneck of energy is also around transmission and then ultimately the access to energy by homes, by businesses, by industries, etc. Bertrand Schmitt I would say some of the blackout are truly man-made. If I pick on California, for instance. That’s the logical conclusion of the regulatory system in place in California. On one side, you limit price that energy supplier can sell. The utility company can sell, too. On the other side, you force them to decommission the most energy-efficient and least expensive energy source. That means you cap the revenues, you make the cost increase. What is the result? The result is you cannot invest anymore to support a grid and to support transmission. That’s 100% obvious. That’s what happened, at least in many places. The solution is stop crazy regulations that makes no economic sense whatsoever. Then, strangely enough, you can invest again in transmission, in maintenance, and all I love this stuff. Maybe another piece, if we pick in California, if you authorize building construction in areas where fires are easy, that’s also a very costly to support from utility perspective, because then you are creating more risk. You are forced buy the state to connect these new constructions to the grid. You have more maintenance. If it fails, you can create fire. If you create fire, you have to pay billions of fees. I just want to highlight that some of this is not a technological issue, is not per se an investment issue, but it’s simply the result of very bad regulations. I hope that some will learn, and some change will be made so that utilities can do their job better. Nuno Gonçalves Pedro Then last, but not the least, on the energy side, energy is becoming more and more digitally defined in some ways. It’s like the analogy to networks that they’ve become more, and more software defined, where you have, at the edge is things like smart meters. There’s a lot of things you can do around the key elements of the business model, like dynamic pricing and other elements. Demand response, one of the areas that I invested in, I invest in a company called Omconnect that’s now merged with what used to be Google Nest. Where to deploy that ability to do demand response and also pass it to consumers so that consumers can reduce their consumption at times where is the least price effective or the less green or the less good for the energy companies to produce energy. We have other things that are happening, which are interesting. Obviously, we have a lot more electric vehicles in cars, etc. These are also elements of storage. They don’t look like elements of storage, but the car has electricity in it once you charge it. Once it’s charged, what do you do with it? Could you do something else? Like the whole reverse charging piece that we also see now today in mobile devices and other edge devices, so to speak. That also changes the architecture of what we’re seeing around the space. With AI, there’s a lot of elements that change around the value chain. The ability to do forecasting, the ability to have, for example, virtual power plans because of just designated storage out there, etc. Interesting times happening. Not sure all utilities around the world, all energy providers around the world are innovating at the same pace and in the same way. But certainly just looking at the industry and talking to a lot of players that are CEOs of some of these companies. That are leading innovation for some of these companies, there’s definitely a lot more happening now in the last few years than maybe over the last few decades. Very exciting times. Bertrand Schmitt I think there are two interesting points in what you say. Talking about EVs, for instance, a Cybertruck is able to send electricity back to your home if your home is able to receive electricity from that source. Usually, you have some changes to make to the meter system, to your panel. That’s one great way to potentially use your car battery. Another piece of the puzzle is that, strangely enough, most strangely enough, there has been a big push to EV, but at the same time, there has not been a push to provide more electricity. But if you replace cars that use gasoline by electric vehicles that use electricity, you need to deliver more electricity. It doesn’t require a PhD to get that. But, strangely enough, nothing was done. Nuno Gonçalves Pedro Apparently, it does. Bertrand Schmitt I remember that study in France where they say that, if people were all to switch to EV, we will need 10 more nuclear reactors just on the way from Paris to Nice to the Côte d’Azur, the French Rivière, in order to provide electricity to the cars going there during the summer vacation. But I mean, guess what? No nuclear plant is being built along the way. Good luck charging your vehicles. I think that’s another limit that has been happening to the grid is more electric vehicles that require charging when the related infrastructure has not been upgraded to support more. Actually, it has quite the opposite. In many cases, we had situation of nuclear reactors closing down, so other facilities closing down. Obviously, the end result is an increase in price of electricity, at least in some states and countries that have not sold that fully out. Nuno Gonçalves Pedro Manufacturing: the return of “atoms + bits” Moving to manufacturing and what’s happening around manufacturing, manufacturing technology. There’s maybe the case to be made that manufacturing is getting replatformed, right? It’s getting redefined. Some of it is very obvious, and it’s already been ongoing for a couple of decades, which is the advent of and more and more either robotic augmented factories or just fully roboticized factories, where there’s very little presence of human beings. There’s elements of that. There’s the element of software definition on top of it, like simulation. A lot of automation is going on. A lot of AI has been applied to some lines in terms of vision, safety. We have an investment in a company called Sauter Analytics that is very focused on that from the perspective of employees and when they’re still humans in the loop, so to speak, and the ability to really figure out when people are at risk and other elements of what’s happening occurring from that. But there’s more than that. There’s a little bit of a renaissance in and of itself. Factories are, initially, if we go back a couple of decades ago, factories were, and manufacturing was very much defined from the setup. Now it’s difficult to innovate, it’s difficult to shift the line, it’s difficult to change how things are done in the line. With the advent of new factories that have less legacy, that have more flexible systems, not only in terms of software, but also in terms of hardware and robotics, it allows us to, for example, change and shift lines much more easily to different functions, which will hopefully, over time, not only reduce dramatically the cost of production. But also increase dramatically the yield, it increases dramatically the production itself. A lot of cool stuff happening in that space. Bertrand Schmitt It’s exciting to see that. One thing this current administration in the US has been betting on is not just hoping for construction renaissance. Especially on the factory side, up of factories, but their mindset was two things. One, should I force more companies to build locally because it would be cheaper? Two, increase output and supply of energy so that running factories here in the US would be cheaper than anywhere else. Maybe not cheaper than China, but certainly we get is cheaper than Europe. But three, it’s also the belief that thanks to AI, we will be able to have more efficient factories. There is always that question, do Americans to still keep making clothes, for instance, in factories. That used to be the case maybe 50 years ago, but this move to China, this move to Bangladesh, this move to different places. That’s not the goal. But it can make sense that indeed there is ability, thanks to robots and AI, to have more automated factories, and these factories could be run more efficiently, and as a result, it would be priced-competitive, even if run in the US. When you want to think about it, that has been, for instance, the South Korean playbook. More automated factories, robotics, all of this, because that was the only way to compete against China, which has a near infinite or used to have a near infinite supply of cheaper labour. I think that all of this combined can make a lot of sense. In a way, it’s probably creating a perfect storm. Maybe another piece of the puzzle this administration has been working on pretty hard is simplifying all the permitting process. Because a big chunk of the problem is that if your permitting is very complex, very expensive, what take two years to build become four years, five years, 10 years. The investment mass is not the same in that situation. I think that’s a very important part of the puzzle. It’s use this opportunity to reduce regulatory state, make sure that things are more efficient. Also, things are less at risk of bribery and fraud because all these regulations, there might be ways around. I think it’s quite critical to really be careful about this. Maybe last piece of the puzzle is the way accounting works. There are new rules now in 2026 in the US where you can fully depreciate your CapEx much faster than before. That’s a big win for manufacturing in the US. Suddenly, you can depreciate much faster some of your CapEx investment in manufacturing. Nuno Gonçalves Pedro Just going back to a point you made and then moving it forward, even China, with being now probably the country in the world with the highest rate of innovation and take up of industrial robots. Because of demographic issues a little bit what led Japan the first place to be one of the real big innovators around robots in general. The fact that demographics, you’re having an aging population, less and less children. How are you going to replace all these people? Moving that into big winners, who becomes a big winner in a space where manufacturing is fundamentally changing? Obviously, there’s the big four of robots, which is ABB, FANUC, KUKA, and Yaskawa. Epson, I think, is now in there, although it’s not considered one of the big four. Kawasaki, Denso, Universal Robots. There’s a really big robotics, industrial robotic companies in the space from different origins, FANUC and Yaskawa, and Epson from Japan, KUKA from Germany, ABB from Switzerland, Sweden. A lot of now emerging companies from China, and what’s happening in that space is quite interesting. On the other hand, also, other winners will include players that will be integrators that will build some of the rest of the infrastructure that goes into manufacturing, the Siemens of the world, the Schneider’s, the Rockwell’s that will lead to fundamental industrial automation. Some big winners in there that whose names are well known, so probably not a huge amount of surprises there. There’s movements. As I said, we’re still going to see the big Chinese players emerging in the world. There are startups that are innovating around a lot of the edges that are significant in this space. We’ll see if this is a space that will just be continued to be dominated by the big foreign robotics and by a couple of others and by the big integrators or not. Bertrand Schmitt I think you are right to remind about China because China has been moving very fast in robotics. Some Chinese companies are world-class in their use of robotics. You have this strange mix of some older industries where robotics might not be so much put to use and typically state-owned, versus some private companies, typically some tech companies that are reconverting into hardware in some situation. That went all in terms of robotics use and their demonstrations, an example of what’s happening in China. Definitely, the Chinese are not resting. Everyone smart enough is playing that game from the Americans, the Chinese, Japanese, the South Koreans. Nuno Gonçalves Pedro Exciting things are manufacturing, and maybe to bring it all together, what does it mean for all the big players out there? If we talk with startups and talk about startups, we didn’t mention a ton of startups today, right? Maybe incumbent wind across the board. But on a more serious note, we did mention a few. For example, in nuclear energy, there’s a lot of startups that have been, some of them, incredibly well-funded at this moment in time. Wrap: what it means for startups, incumbents, and investors There might be some big disruptions that will come out of startups, for example, in that space. On the chipset side, we talked about the big gorillas, the NVIDIAs, AMDs, Intel, etc., of the world. But we didn’t quite talk about the fact that there’s a lot of innovation, again, happening on the edges with new players going after very large niches, be it in networking and switching. Be it in compute and other areas that will need different, more specialized solutions. Potentially in terms of compute or in terms of semiconductor deployments. I think there’s still some opportunities there, maybe not to be the winner takes all thing, but certainly around a lot of very significant niches that might grow very fast. Manufacturing, we mentioned the same. Some of the incumbents seem to be in the driving seat. We’ll see what happens if some startups will come in and take some of the momentum there, probably less likely. There are spaces where the value chains are very tightly built around the OEMs and then the suppliers overall, classically the tier one suppliers across value chains. Maybe there is some startup investment play. We certainly have played in the couple of the spaces. I mentioned already some of them today, but this is maybe where the incumbents have it all to lose. It’s more for them to lose rather than for the startups to win just because of the scale of what needs to be done and what needs to be deployed. Bertrand Schmitt I know. That’s interesting point. I think some players in energy production, for instance, are moving very fast and behaving not only like startups. Usually, it’s independent energy suppliers who are not kept by too much regulations that get moved faster. Utility companies, as we just discussed, have more constraints. I would like to say that if you take semiconductor space, there has been quite a lot of startup activities way more than usual, and there have been some incredible success. Just a few weeks ago, Rock got more or less acquired. Now, you have to play games. It’s not an outright acquisition, but $20 billion for an IP licensing agreement that’s close to an acquisition. That’s an incredible success for a company. Started maybe 10 years ago. You have another Cerebras, one of the competitor valued, I believe, quite a lot in similar range. I think there is definitely some activity. It’s definitely a different game compared to your software startup in terms of investment. But as we have seen with AI in general, the need for investment might be larger these days. Yes, it might be either traditional players if they can move fast enough, to be frank, because some of them, when you have decades of being run as a slow-moving company, it’s hard to change things. At the same time, it looks like VCs are getting bigger. Wall Street is getting more ready to finance some of these companies. I think there will be opportunities for startups, but definitely different types of startups in terms of profile. Nuno Gonçalves Pedro Exactly. From an investor standpoint, I think on the VC side, at least our core belief is that it’s more niche. It’s more around big niches that need to be fundamentally disrupted or solutions that require fundamental interoperability and integration where the incumbents have no motivation to do it. Things that are a little bit more either packaging on the semiconductor side or other elements of actual interoperability. Even at the software layer side that feeds into infrastructure. If you’re a growth investor, a private equity investor, there’s other plays that are available to you. A lot of these projects need to be funded and need to be scaled. Now we’re seeing projects being funded even for a very large, we mentioned it in one of the previous episodes, for a very large tech companies. When Meta, for example, is going to the market to get funding for data centers, etc. There’s projects to be funded there because just the quantum and scale of some of these projects, either because of financial interest for specifically the tech companies or for other reasons, but they need to be funded by the market. There’s other place right now, certainly if you’re a larger private equity growth investor, and you want to come into the market and do projects. Even public-private financing is now available for a lot of things. Definitely, there’s a lot of things emanating that require a lot of funding, even for large-scale projects. Which means the advent of some of these projects and where realization is hopefully more of a given than in other circumstances, because there’s actual commercial capital behind it and private capital behind it to fuel it as well, not just industrial policy and money from governments. Bertrand Schmitt There was this quite incredible stat. I guess everyone heard about that incredible growth in GDP in Q3 in the US at 4.4%. Apparently, half of that growth, so around 2.2% point, has been coming from AI and related infrastructure investment. That’s pretty massive. Half of your GDP growth coming from something that was not there three years ago or there, but not at this intensity of investment. That’s the numbers we are talking about. I’m hearing that there is a good chance that in 2026, we’re talking about five, even potentially 6% GDP growth. Again, half of it potentially coming from AI and all the related infrastructure growth that’s coming with AI. As a conclusion for this episode on infrastructure, as we just said, it’s not just AI, it’s a whole stack, and it’s manufacturing in general as well. Definitely in the US, in China, there is a lot going on. As we have seen, computing needs connectivity, networks, need power, energy and grid, and all of this needs production capacity and manufacturing. Manufacturing can benefit from AI as well. That way the loop is fully going back on itself. Infrastructure is the next big thing. It’s an opportunity, probably more for incumbents, but certainly, as usual, with such big growth opportunities for startups as well. Thank you, Nuno. Nuno Gonçalves Pedro Thank you, Bertrand.

The Wealth Equation
Falling in LOVE with investing, market swings and life

The Wealth Equation

Play Episode Listen Later Feb 11, 2026 14:24


Falling in love with investing isn't about avoiding volatility. It's about changing how you relate to it.In this episode, I take you behind the scenes of a client message, a private conversation with one of my closest friends after the 35% silver crash, and the single driver behind my investing philosophy,  the reason I never worry about the market and continue to make so much money investing.Tune in to learn:Why I never worry about the marketHow to fall in love with turbulent times instead of fearing themThe reframe on investing that nobody else will share with youThe single driver of my investing philosophy + why it's not found in any finance textbookWhat a 35% silver crash looks like when you're not operating from fear

Truth About Dyslexia
3 Traps When Starting A Side Hustle

Truth About Dyslexia

Play Episode Listen Later Feb 4, 2026 10:14


In this episode of the Dyslexic Entrepreneur podcast, Stephen Martin shares valuable insights for aspiring entrepreneurs looking to start a side hustle. He emphasizes the importance of understanding that projects often take longer than expected, particularly for dyslexic individuals. Stephen discusses the significance of passion in choosing a business venture and the necessity of learning to delegate tasks to avoid burnout. He encourages listeners to embrace the entrepreneurial journey and learn through experience, while also highlighting the common challenges faced by dyslexic entrepreneurs.TakeawaysIt always takes longer than you think.3X the timeframe for projects.Stick with your projects longer.Choose a business you are passionate about.Don't just pursue money; find joy in the process.Learn to delegate tasks effectively.Dyslexic entrepreneurs often excel at starting projects.Reality can be challenging; prepare for it.The way to learn is through hands-on experience.Avoid building a tiring business.Side hustle, dyslexic entrepreneur, business tips, entrepreneurship, passion, time management, delegation, startup advice, entrepreneurial journey, success strategies, ADHD, adults with dyslexia, support for adults.Join the clubrightbrainresetters.comGet 20% off your first orderaddednutrition.comIf you want to find out more visit:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠truthaboutdyslexia.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Join our Facebook Group⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠facebook.com/groups/adultdyslexia⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Rise Up. Live Free.
When Government Steps In: Mortgage Bonds, Rate Myths, and the Real Wealth Play

Rise Up. Live Free.

Play Episode Listen Later Jan 26, 2026 15:17


Work with Jimmy & the Vreeland Capital Team to build a 20-Unit Portfolio that will get you the equivalent of a retirement account 3X faster with a third of the capital. Visit https://tinyurl.com/mainstreetpatriot... In this episode of The Real Estate Fast Pass, hosts Jimmy Vreeland and Susie Vreeland break down a headline making the rounds in the mortgage world and use it as a springboard to explain what actually moves 30-year mortgage rates. Jimmy unpacks how Fannie Mae and Freddie Mac support lending liquidity through mortgage-backed securities, why mortgage rates tend to track the 10-year Treasury, and what happens when big institutional buyers step in (or step out) of the bond market. From there, they zoom out to the bigger truth: even if rates dip, affordability doesn't magically fix itself when the real constraint is housing supply—lower rates can just pour gasoline on demand and push prices higher. If you're trying to build long-term wealth, this conversation will help you tune out the noise, understand the system, and focus on the repeatable move: lock in smart, stable assets, use leverage responsibly, and keep stacking 30-year fixed “boats in the water” while everyone else is chasing headlines. About Jimmy Vreeland Jimmy graduated from the United States Military Academy at West Point, spent 5 years as an Army Ranger, and deployed three times twice to Iraq and once to Afghanistan. On his last deployment, he read Rich Dad Poor Dad by Robert Kiyosaki which led him down the path of real estate investing. As his own portfolio grew, eventually he started a real estate investing business.  Since 2018 his team at Vreeland Capital has supplied over 100 houses a year to high performing, passive investors who want to work with his team and his team is now managing over 800 houses. Get in touch with Jimmy and his team at www.jimmyvreeland.com/getstartedinrealestate More about Jimmy Website: www.jimmyvreeland.com Linkedin: www.linkedin.com/in/jimmy-vreeland Instagram: www.instagram.com/jimmyvreeland Facebook: www.facebook.com/JimmyVreeland Youtube: www.youtube.com/@JimmyVreelandC >>>>>>Get free access to the private Ranger Real Estate facebook group

Target Market Insights: Multifamily Real Estate Marketing Tips
How a First-Time Investor Achieved a 3X Return on His First Multifamily Deal with Yosef Lee, Ep. 775

Target Market Insights: Multifamily Real Estate Marketing Tips

Play Episode Listen Later Jan 13, 2026 52:42


Yosef Lee is a full-time litigation attorney based in New York who pivoted into multifamily real estate investing to gain greater control over his time and legacy. Driven by his desire to be more present for his two daughters, Yosef began his investing journey in 2019, joining mastermind communities and building a network from scratch. Since then, he has become a general partner in 17 syndications, participated in 5+ joint ventures, and successfully exited multiple deals—including a 3X equity multiple from his first investment. He now shares his journey to help others take purposeful action, emphasizing relationships, self-education, and long-term vision.     Make sure to download our free guide, 7 Questions Every Passive Investor Should Ask, here.     Key Takeaways Join the right masterminds and network consistently to accelerate your learning and deal flow. Learn the language of multifamily investing before pitching yourself or underwriting deals. Focus on people first, trustworthy partnerships are more important than proximity in out-of-state investing. Multifamily value-add deals are often won through rent increases, not just renovations. Being honest about where you are in your journey builds authentic trust with your network.     Topics From Legal to Legacy Yosef shares how his role as a litigation attorney conflicted with his values as a father. Realized that financial success wasn't enough without freedom of time, place, and occurrence ("TPO"). Accidental Discovery of Multifamily Found BiggerPockets in 2019 and stumbled into multifamily after exploring other investment options. Chose multifamily for its scalability and team-based structure. First Deal Breakdown: 44 Units in Kansas Partnered with others through a mastermind group to buy off-market. Pushed rents by $150–$200 and executed a cash-out refinance before ultimately selling for 3X returns. The Power of Masterminds and Community Did 200+ Zoom calls in 2020 to build relationships. Contrasts 80% of people who said "don't join" masterminds vs. the 20% who helped him scale. Emphasizes that education is free, but access to the right people is worth paying for. Authentic Branding and Thought Leadership Recalls a 2019 comment from John Casmon that gave him the confidence to start showing up online, even before his first deal. Encourages investors to be real about where they are and build in public.