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En este episodio hablamos con Alexandre Soncini, cofundador de VTEX, la plataforma de e-commerce enterprise que opera en modelo SaaS multi-tenant. Hablamos de su rol en la expansión internacional (EE. UU., México, Europa y Asia) y de cómo VTEX impulsa a retailers globales con storefront, catálogo, checkout y un Order Management System que se integra con ERP y WMS para orquestar inventario, envíos y promesas de entrega. También comparamos su propuesta con alternativas como Shopify u opciones on-premise tradicionales, y por qué los clientes con operaciones complejas acaban optando por una solución más completa y ágil. Entramos al detalle técnico del producto: arquitectura de microservicios con 20–30 despliegues al día, plataforma multi-tenant con actualizaciones continuas y extensibilidad “low-code” vía VTEX IO para personalizar sin bifurcar versiones. Repasamos su pricing híbrido (fijo + variable sobre GMV) y compartimos métricas recientes: ~$4,8B de GMV trimestral, ~$230M de ingresos LTM, 3000+ clientes, crecimiento en el rango 10–15% anual y varios trimestres rentables. Además, Alexandre cuenta la historia: los inicios en 2000, el punto de inflexión con Walmart Brasil en 2007, la decisión de apostar únicamente por SaaS en un mundo acostumbrado al on-premise y el refactor de dos años con ~200 ingenieros para soportar el modelo marketplace. Menciona verticales y casos de clientes enterprise, y por qué muchas compañías que internalizaron su e-commerce hace años ahora migran a plataformas SaaS por coste total, seguridad, velocidad y capacidad de personalización.

rWotD Episode 3053: EFunds Corporation Welcome to random Wiki of the Day, your journey through Wikipedia's vast and varied content, one random article at a time.The random article for Friday, 12 September 2025, is EFunds Corporation.EFD (or eFunds Corporation) was a Scottsdale, Arizona based payments processor of electronic payments including debit card and automated teller machine (ATM) transactions. It provided financial service companies and other large enterprises with new account decisions, fraud detection and payment processing services. On June 27, 2007, Fidelity National Information Services, Inc. (FIS) announced that it was acquiring EFD in an all-cash transaction valued at about $1.8B. The target completion date for the acquisition was the 3rd quarter of 2007.This recording reflects the Wikipedia text as of 00:01 UTC on Friday, 12 September 2025.For the full current version of the article, see EFunds Corporation on Wikipedia.This podcast uses content from Wikipedia under the Creative Commons Attribution-ShareAlike License.Visit our archives at wikioftheday.com and subscribe to stay updated on new episodes.Follow us on Mastodon at @wikioftheday@masto.ai.Also check out Curmudgeon's Corner, a current events podcast.Until next time, I'm generative Stephen.

⁠Join The Normandy For Additional Bonus Audio And Visual Content For All Things Nme+! Join Here: ⁠⁠https://ow.ly/msoH50WCu0KLinktree: ⁠⁠https://linktr.ee/Analytic⁠⁠ Step into The Notorious Mass Effect Episode 152: "The War in Ratlanta" with me, Analytic Dreamz, as I break down the latest in music, gaming, and industry drama shaping culture today. This episode dives into Atlanta's rap war, massive first-week numbers, tech shifts, and gaming blockbusters dominating charts. In music, Gunna cements his presence with 81K first-week sales while Young Thug fires back with a Spotify-exclusive diss track. Eminem and Dr. Dre return with a long-anticipated release, Offset drops Kiari, and NBA YoungBoy drops both Masa and a new single with Post Malone and DJ Khaled. Industry news hits heavy too: Sony raises PlayStation prices by $50 in the U.S., and Spotify increases subscription prices to expand global growth and innovation. The gaming world is no less explosive—Madden NFL 26, Hollow Knight: Silksong, Metal Gear Solid Delta: Snake Eater, Honor of Kings, and more dominate sales and reviews, while Ready or Not and Gears of War Reloaded hit one million players in record time. Roblox's $2.8B empire stays in the spotlight but faces serious controversy. Finally, drama escalates as Young Thug exposes fake streaming accusations and a $150M Lil Baby deal, while lawsuits hit Roblox. Topics Covered: Gunna, Young Thug, Eminem, Offset, NBA YoungBoy Sony PlayStation & Spotify changes Madden NFL 26, Hollow Knight, Metal Gear Solid Delta, Honor of Kings Roblox empire, Ready or Not, Gears of War Reloaded Streaming scams, lawsuits, and industry revelationsSupport this podcast at — https://redcircle.com/analytic-dreamz-notorious-mass-effect/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Topics:Fundraising Lessons from a $1.6B FundA Carve-Out Playbook That ScalesWhy You Need a One-Page Strategy...and so much more.Top TakeawaysKeep strategy simple. Instead of 50-slide strategy decks, Chris insists on a one-pager with two to four clear priorities. Every team member, from associate to partner, should be able to recite them. Simplicity drives alignment and execution.3 actionable tips for hiring executives. First, focus on three traits: intelligence, hustle, and the ability to lead. Second, use third-party assessment tools to better evaluate candidates. Third, test humility in real life. At Pacific Avenue, that means taking candidates out to a meal and watching the small interactions. If someone can't treat people well in everyday settings, they won't be a good leader inside the company.Make it safe to fail, so you can win consistently. Pacific Avenue's rule: surface mistakes quickly, fix them, and move on. In fundraising, it's asking for genuine feedback when LPs push back and refining the pitch. In operations, it's changing course when a carve-out plan isn't working. As Chris puts it, “It's okay to be wrong. It's not okay to stay wrong.”Look at the past to plan the future. When assessing carve-outs, Pacific Avenue starts by asking: What did this business look like before the corporate parent? Often, it was a strong, growing standalone that later got deprioritized. That history matters because if the business thrived once, there's a strong case it can thrive again with the right strategy.About Chris SznewajsChris Sznewajs is the Managing Partner and Founder of Pacific Avenue Capital Partners. A veteran investor in complex carve-outs and special situations, he brings decades of experience in private equity and operational turnarounds. Before launching Pacific Avenue in 2018, he was a Principal at The Gores Group and began his career in Bain & Company's restructuring practice. About Pacific Avenue Capital PartnersPacific Avenue Capital Partners is an LA-based private equity firm focused on middle-market carve-outs, corporate divestitures, and other complex situations. The firm works hand-in-hand with management teams to unlock value through operational improvements and growth strategies. With the rapid close of its $1.6B Fund II in under four months, Pacific Avenue now manages over $3.8B in AUM.

Linktree: ⁠⁠https://linktr.ee/Analytic⁠⁠Join The Normandy For Additional Bonus Audio And Visual Content For All Things Nme+! Join Here: ⁠⁠https://ow.ly/msoH50WCu0K⁠⁠Step into The Notorious Mass Effect Episode 152: "The War in Ratlanta" with me, Analytic Dreamz, as I break down the latest in music, gaming, and industry drama shaping culture today. This episode dives into Atlanta's rap war, massive first-week numbers, tech shifts, and gaming blockbusters dominating charts.In music, Gunna cements his presence with 81K first-week sales while Young Thug fires back with a Spotify-exclusive diss track. Eminem and Dr. Dre return with a long-anticipated release, Offset drops Kiari, and NBA YoungBoy drops both Masa and a new single with Post Malone and DJ Khaled.Industry news hits heavy too: Sony raises PlayStation prices by $50 in the U.S., and Spotify increases subscription prices to expand global growth and innovation.The gaming world is no less explosive—Madden NFL 26, Hollow Knight: Silksong, Metal Gear Solid Delta: Snake Eater, Honor of Kings, and more dominate sales and reviews, while Ready or Not and Gears of War Reloaded hit one million players in record time. Roblox's $2.8B empire stays in the spotlight but faces serious controversy.Finally, drama escalates as Young Thug exposes fake streaming accusations and a $150M Lil Baby deal, while lawsuits hit Roblox.Topics Covered:Gunna, Young Thug, Eminem, Offset, NBA YoungBoySony PlayStation & Spotify changesMadden NFL 26, Hollow Knight, Metal Gear Solid Delta, Honor of KingsRoblox empire, Ready or Not, Gears of War ReloadedStreaming scams, lawsuits, and industry revelationsSupport this podcast at — https://redcircle.com/analytic-dreamz-notorious-mass-effect/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Linktree: ⁠⁠https://linktr.ee/Analytic⁠⁠Join The Normandy For Additional Bonus Audio And Visual Content For All Things Nme+! Join Here: ⁠⁠https://ow.ly/msoH50WCu0K⁠⁠ Step into The Notorious Mass Effect Episode 152: "The War in Ratlanta" with me, Analytic Dreamz, as I break down the latest in music, gaming, and industry drama shaping culture today. This episode dives into Atlanta's rap war, massive first-week numbers, tech shifts, and gaming blockbusters dominating charts. In music, Gunna cements his presence with 81K first-week sales while Young Thug fires back with a Spotify-exclusive diss track. Eminem and Dr. Dre return with a long-anticipated release, Offset drops Kiari, and NBA YoungBoy drops both Masa and a new single with Post Malone and DJ Khaled. Industry news hits heavy too: Sony raises PlayStation prices by $50 in the U.S., and Spotify increases subscription prices to expand global growth and innovation. The gaming world is no less explosive—Madden NFL 26, Hollow Knight: Silksong, Metal Gear Solid Delta: Snake Eater, Honor of Kings, and more dominate sales and reviews, while Ready or Not and Gears of War Reloaded hit one million players in record time. Roblox's $2.8B empire stays in the spotlight but faces serious controversy. Finally, drama escalates as Young Thug exposes fake streaming accusations and a $150M Lil Baby deal, while lawsuits hit Roblox. Topics Covered: Gunna, Young Thug, Eminem, Offset, NBA YoungBoy Sony PlayStation & Spotify changes Madden NFL 26, Hollow Knight, Metal Gear Solid Delta, Honor of Kings Roblox empire, Ready or Not, Gears of War Reloaded Streaming scams, lawsuits, and industry revelationsSupport this podcast at — https://redcircle.com/analytic-dreamz-notorious-mass-effect/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

How do we prepare today's workers for the jobs of the future and ensure no one is left behind? In this episode of Optimistic Outlook, Barbara Humpton sits down with Guild CEO Bijal Shah to explore how employers, educators, and governments can come together to unlock workforce potential. From frontline roles in healthcare and manufacturing to the emerging demands of AI and advanced technologies, they discuss what it takes to build resilient, future-ready talent pipelines. Together, they dive into why reskilling and upskilling are now a business imperative, how employers can open doors through accessible, stackable learning pathways, the role of public–private partnerships in solving critical talent shortages and why continuous learning is the key to economic growth and opportunity. This conversation is about more than education—it's about creating inclusive pathways, breaking down barriers, and rethinking what it means to prepare workers for a rapidly changing world.   Show notes Subscribe to Barbara's LinkedIn Newsletter [New Research] Build vs Buy: Manufacturing Talent Strategy in the Age of Automation, AI, and, Reshoring: The manufacturers best positioned for the next decade are building talent from within. The numbers speak for themselves: employers could collectively save $2.8B by developing the top five roles in manufacturing internally rather than hiring externally. New research from Lightcast and Guild reveals how leading manufacturers are solving skills gaps, reducing time-to-fill, and cutting labor costs by developing their existing workforce. [Webinar] Build vs Buy: Manufacturing Talent Strategy in the Age of Automation, AI, and Reshoring: Join leaders from Guild, Lightcast, and Siemens on September 30 as they discuss new research. Explore how to shift from relying only on hiring talent to building talent from within; make smarter Total Rewards and L&D investments based on real-time labor market signals; and mobilize internal pipelines that support business priorities like smart manufacturing, new product cycles, and supply chain agility. Guild resource hub  

On today's Quick Start podcast: NEWS: Outrage after a Ukrainian refugee is brutally murdered in Charlotte while mainstream outlets stay silent. Plus, two Powerball players split a massive $1.8B jackpot, and “The Conjuring: Last Rites” dominates the box office. FOCUS STORY: Senator Tim Kaine says our rights come from government — sparking a debate on truth and liberty. MAIN THING: Which states rank best for education freedom? Madison Seals unpacks the new Heritage Foundation report. LAST THING: Psalm 139 reminds us of God's intricate design and purpose for every life. PRAY WITH US! Faithwire.substack.com SHOW LINKS Faith in Culture: https://cbn.com/news/faith-culture Heaven Meets Earth PODCAST: https://cbn.com/lp/heaven-meets-earth NEWSMAKERS POD: https://podcasts.apple.com/us/podcast/newsmakers/id1724061454 Navigating Trump 2.0: https://podcasts.apple.com/us/podcast/navigating-trump-2-0/id1691121630

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Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links-Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.0:00 US/Japan Deal5:17 Rollins Comments7:53 Corn/Soybean Charts10:37 StoneX Estimates14:23 Drought Expands15:53 Biofuel Imports

In this episode of the Ad TechGod Pod, host AdTechGod speaks with Sharon Taylor, Chief Revenue Officer at Triton Digital, about podcasting and audio advertising. They discuss Sharon's journey into the audio space, the growth and trends of podcasting in different regions, and the role of Triton in monetizing podcasts. The conversation also touches on the challenges of attribution and measurement in audio advertising, the importance of understanding podcast metrics, and the cultural shifts driving the appeal of podcasting among younger audiences. Sharon emphasizes the intimate nature of podcasting and its potential for advertisers to engage with a captive audience. Takeaways Podcasting is an intimate medium that engages listeners deeply. The growth of podcasting varies by region, with the US leading. Canada's podcasting market is growing but is more collaborative than competitive. The barrier to entry for podcasting is low, allowing diverse voices. Video is becoming increasingly important in the podcasting space. Triton Digital supports both large publishers and independent podcasters. Programmatic advertising in podcasting is still developing. Attribution and measurement in audio advertising are complex but improving. Podcasters should provide multiple metrics to advertisers for clarity. Podcasting offers a calming alternative to the noise of social media. Chapters 00:00 Introduction to the Audio Space 01:38 Sharon's Journey in Audio 03:39 Podcasting Trends in Different Regions 05:26 The Growth of Podcasting 08:15 Maturity and Future of Podcasting 10:05 Triton's Role in Podcast Monetization 12:03 Evolution of Programmatic Advertising in Podcasting 14:45 Attribution and Measurement in Audio Advertising 17:30 Understanding Podcast Metrics 21:02 Cultural Shifts and Podcasting's Appeal 23:59 The Therapeutic Nature of Podcasting Pause Ads, AI Browsers, and Programmatic Transparency: This Week in Advertising The Refresh News: September 2: Pause Ads, AI Browsers, and Programmatic Transparency: This Week in Advertising In this episode of The Refresh, Kait covers three big developments in advertising and adtech. Magnite is rolling out pause ads programmatically across major streaming providers, Anthropic has launched a cautious pilot of its AI-powered Chrome extension Claude, and the ANA has released its Q2 2025 Programmatic Transparency Benchmark report, highlighting both progress and persistent challenges in ad spend efficiency. 5 Key Highlights: Magnite is enabling programmatic buying of pause ads across platforms like DirecTV, Dish, and Fubo, with access through Clearline and DSPs such as Curve AI, Mountain, and Yahoo. Pause ads are proving popular with both advertisers and consumers, with studies showing over 50% of viewers take action after seeing one. Concerns remain that programmatic scale could dilute the contextual creativity that makes pause ads engaging. Anthropic is piloting a Chrome extension for its Claude AI, focused on browsing assistance while implementing strong safeguards against risks like prompt injection attacks. The ANA's Q2 2025 report shows programmatic waste rising to $26.8B, but also notes improvements: private marketplace deals now represent 88% of transactions, CTV programmatic spend has increased, and MFA spending has dropped sharply to 0.8%. Would you like me to also create a short LinkedIn post version of this recap, optimized for reach and engagement? Learn more about your ad choices. Visit megaphone.fm/adchoices

Kerwin Loukusa lives in Leavenworth, WA, and sent his first V12 and V13 last year while juggling a full-time job, wife, and two young kids. We talked about how he improved his flexibility to send the Freerider in Yosemite, bouldering after having kids, home wall training, the key to building persistent strength, bodyweight manipulation, energy availability, beginner's mind, feeling vs. analysing, weather forecasting hacks, how dew point affects climbing conditions, and much more. A lot of nuggets in this one.The GRINDS Program (FREE Training PDF)thenuggetclimbing.comRúngne (Chalk & Apparel)rungne.info/nuggetUse code “NUGGET” for 10% off storewide, and use code “SHIPPINGNUGGETS” for free shipping.Mad Rock (Shoes & Crash Pads)madrock.comUse code “NUGGET10” at checkout for 10% off your next order.Chilipad (Don't Lose Sleep this Summer)Get 20% off any Chilipad sleep systemNADS (Organic Cotton Underwear)Use code STEVEN for 15% offBecome a Patron:patreon.com/thenuggetclimbingShow Notes:  thenuggetclimbing.com/episodes/kerwin-loukusaNuggets:(00:00:00) – Intro(00:01:05) – Flexibility journey(00:08:08) – Identifying limiting factors(00:10:38) – Stemming flexibility continued(00:16:39) – Freerider & Father TIme(00:24:15) – Bouldering after kids(00:26:56) – Mountain running & cardio(00:40:00) – Leveling up to V12 and V13(00:48:07) – Home wall training(01:09:54) – Off-the-wall training(01:11:28) – Building persistent strength(01:16:45) – Pillars 1-3: Proximetry, Rest, & Nutrition(01:32:23) – Know yourself(01:35:06) – Bodyweight & energy availability(01:48:13) – Pillar 4: Mindset(02:01:35) – Slingblade V13(02:10:03) – An obsessive brain(02:14:25) – Obstacles & growth(02:20:43) – Don't get injured(02:23:42) – Slow & steady gains(02:32:46) – Ease into it(02:37:32) – Intuition & beta iteration(02:45:09) – Beginner's mind(02:50:39) – Feeling vs. analyzing(02:54:26) – Power spots(03:00:30) – Weather forecasting(03:18:03) – Dew point(03:22:43) – Cold rock(03:26:36) – Morning climbing(03:38:36) – Upcoming goals(03:40:50) – Mentorship & stewardship(03:46:18) – Public vs. private land

US equity markets declined on Friday (29 August), with declines for artificial intelligence (AI) related stocks weighing particularly heavily on the benchmark indices as investors also parsed the latest inflation figures - Dow eased -92-points or +0.20% after booking Caterpillar Inc (down -3.65%) was the worst performer in the 30-stock index a day after the maker of big farm and construction equipment warned tariffs would negatively impact its full year result by a greater amount (US$1.5B to US$1.8B) than previously forecast earlier this month when releasing its second quarter result (US$1.3B to US$1.5B). Nvidia Corp fell -3.32%, with The Wall Street Journal reporting that Alibaba Group Holdings has developed a new chip that it's now testing and that could be a domestic replacement for Nvidia's H20. Unlike a previous AI processor that relied on Taiwan Semiconductor Manufacturing Co. for fabrication, Alibaba's new chip is being manufactured directly in China, according to the report. The U.S. government has restricted TSMC from shipping advanced AI chips to Chinese customers. American Express Co (+1.31%) and JPMorgan Chase & Co (up +0.12%) touched record all-time highs.

Caterpillar (CAT) says tariffs could cost the company up to $1.8B this year, with a $500M-$600M hit in just its 3Q alone. Kevin Horner constructs the technical framework and foundation for its chart and points to the current levels of support. He highlights the $410 level as a point of confluence where volume, moving averages and past areas of price action have taken place.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

In this episode, Private Fleet Net Zero's co-founder, Russell Jones, talks about how his platform is delivering better pricing, safer service, and stronger margins, transforming the way brokers access private fleet capacity! Russ shares his journey to building a multimillion-dollar business that helps fleets and brokers unlock billions in freight spend through AI-powered freight matching, long-haul opportunities, and the future of freight brokerages in the age of technology and automation!   About Russell Jones Russell Jones co-founded Private Fleet Net Zero to help the 45% of trucks that are in Private Fleets with usually empty backhauls find loads from $50B+ of 3PL freight spend, leveraging his leadership of Cargo Chief, which enables 1,200+ 3PL buyers with $8B+ of spend to buy transportation capacity more profitably. Previously, Mr. Jones co-founded and led two cloud-based physical security firms.  He was also the founding CEO of Clearvox Communications, which pioneered the market for cellular phone headsets, which he sold to Plantronics.  Beforehand at Adaptec, Mr. Jones doubled a $50M channel products business to $100M. Mr. Jones has been awarded 10 patents, and holds a BSBA with highest honors from Boston University and an MBA from the Harvard Business School.   Connect with Russ Website: https://privatefleetnz.com/  Demo: https://privatefleetnz.com/get-a-demo/  

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Welcome back to another jam-packed episode of Tank Talks! Host Matt Cohen is joined by John Ruffolo to break down the biggest headlines shaping Canada's business, tech, and financial future. From the $12.3B privatization of Dayforce, to the Canadian government's long-overdue embrace of AI startups, and the urgent debate over stablecoins and financial sovereignty, this episode dives deep into the forces reshaping Canada's economy.Whether you're a founder, investor, or policy watcher, you don't want to miss this candid conversation on where Canada is winning and where we risk falling dangerously behind.Dayforce Acquired in $12.3B Mega Sale (01:15)Matt and John unpack Thoma Bravo's $12.3 billion acquisition of Dayforce, Canada's largest private tech buyout in history. They discuss why HR software has become a hot consolidation market, the risks of Canadian management talent shifting south, and what this deal signals for the future of SaaS valuations.The Rise of Tender Offers & Canva's $42B Valuation (06:01)With Canva's latest employee tender round oversubscribed, John and Matt explore why private markets remain so frothy, how valuation gaps compare to IPOs like Figma's, and what it means for Canadian scale-ups eyeing liquidity.AI Funding Frenzy: Cohere's $500M Raise & Government Partnership (07:30)Canadian AI champion Cohere announced a $500M round at a $6.8B valuation and a landmark MOU with the federal government. John and Matt debate whether government procurement can finally support Canadian AI companies and if AI cost curves are sustainable as token prices plummet.The AI Economics Debate: Infrastructure vs. Applications (10:05)With LLM costs dropping and cloud providers cashing in, John and Matt analyze whether the money in AI will flow to infrastructure giants like Nvidia and Microsoft, or to niche application-layer startups battling against the incumbents.Google's AI Energy Report & The Sustainability Question (13:24)Google claims its Gemini models are 33x more efficient than last year. John questions whether those numbers hold up at scale and what AI's true carbon footprint means for global adoption.China's Stablecoin Push & The Threat to Canadian Sovereignty (15:14)China moves toward approving yuan-backed stablecoins, while the US doubles down on dollar-backed alternatives. John warns that Canada's silence on stablecoin policy risks losing monetary sovereignty, while Matt predicts US dollar stablecoins could eclipse the Canadian dollar within a decade.Why Canadian Entrepreneurs Need “Team Canada” Capital (21:06)Drawing from his recent Substack essay, Chasing the Tornado, John argues that Canada's biggest risk is capital providers sitting on the sidelines. He calls for pensions, banks, and family offices to invest in sovereign businesses before Canada loses control of key industries.Walking Again with AI-Powered Robotics (23:47)On a personal note, John shares his inspiring first steps in a robotic exoskeleton built by Human in Motion Robotics. He describes how AI-driven rehab tech could transform mobility for millions and why this Canadian innovation deserves global attention.Connect with John Ruffolo on LinkedIn: https://ca.linkedin.com/in/joruffoloConnect with Matt Cohen on LinkedIn: https://ca.linkedin.com/in/matt-cohen1Visit the Ripple Ventures website: https://www.rippleventures.com/ This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit tanktalks.substack.com

It looks like the market is going on vacation! Well I am too. Today we talk everything from vacation plans to shifting markets. We also cover recent crypto volatility, the resilience of Bitcoin, and concerns over MicroStrategy's stock dilution strategy, framing dips as potential buying opportunities within broader trends. We chat on quirky social trends in China, like “pretend to work” jobs for unemployed youth, and highlight Ray Dalio's view that real estate is a poor investment in today's environment with recent price drops accorss the U.S. Today we discuss... Media narratives often obscure the real developments happening quietly in the background. Stablecoins are emerging as a substitute for the dollar and could diminish banks' central role in the financial system. This shift resembles the fragmented multi-currency era before the creation of the Federal Reserve. Recent crypto markets have been volatile, with Bitcoin showing resilience despite sharp pullbacks. Ray Dalio argued that real estate is a poor investment today due to its interest rate sensitivity and immobility. U.S. real estate markets are already showing significant price declines in several regions. The administration is talking up lower rates, Trump has pushed cuts, and Powell left rates unchanged at the last meeting. Market behavior appears disconnected from economic data, undermining the usefulness of traditional reports. Government statistics are viewed as unreliable, with references to Shadow Stats' alternative takes on CPI history. Given data doubts, the focus should be on how markets and investor sentiment actually react. Seasonally, mid-August to mid-November is typically weak, and the second year of a presidency often underperforms. August and September have historically been the S&P 500's weakest months, while 2025 has so far outperformed typical post-election patterns. Personal spending is slipping, and fast-casual chains' same-store sales have fallen since Q4, suggesting strain. Housing and renovation activity looks softer versus the last five years but closer to pre-2020 norms—a reversion to the mean, not necessarily recession. Student loan and credit-card delinquencies are spiking, hinting at cash-flow stress that clashes with low unemployment data. Tariff revenues jumped from roughly $8B/month to about $29.6B/month, with companies largely absorbing costs so far. Money is chasing select commodities like gold, silver, and uranium, while others like lithium lag and could move with China trade shifts. The dollar sits mid-range historically and could sink on aggressive cuts, though today's “broken” market dynamics muddy typical cause-and-effect. Despite risks, the market's underlying tone is bullish, so a continued climb is possible on favorable policy headlines. Research notes humans rate AI higher when it agrees with them, suggesting systems learn to avoid conflict and may reinforce user beliefs.   Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter/X: https://x.com/MTIPodcast For more information, visit the show notes at https://moneytreepodcast.com/market-is-going-on-vacation-739 

Chuck Zodda and Paul Lane discuss how the Fed should deal with US stagflation risks. Lowe's beats on quarterly earnings and buys home pros business for $8.8B. Newbie investors are taking more risks than experienced ones. Why the Russell 2000 has a real chance to beat the S&P 500 - finally. Chipotle aims news rewards programs at college students.

Rural Health News is a weekly segment of Rural Health Today, a podcast by Hillsdale Hospital. News sources for this episode: Tonya Garcia, Bloomberg, “Cardinal Health to acquire Solaris Health in $1.9B deal,” August 12, 2025, https://www.modernhealthcare.com/mergers-acquisitions/mh-cardinal-health-solaris-health-deal/, Modern Healthcare. Erich Timmerman, “Cardinal Health announces two strategic additions to its portfolio,” November 11, 2024, https://newsroom.cardinalhealth.com/2024-11-11-Cardinal-Health-announces-two-strategic-additions-to-its-portfolio, CardinalHealth. National Rural Health Association, “Fiscal Year 2026 Inpatient Prospective Payment System Proposed Rule,” April 14, 2025, https://www.ruralhealth.us/getmedia/cca11c3e-49da-4cf8-8a63-ec270bc96fb0/FY-2026-IPPS-proposed-rule-summary-4-14-2025.pdf. CMS.gov, “FY 2026 Hospital Inpatient Prospective Payment System (IPPS) and Long-Term Care Hospital Prospective Payment System (LTCH PPS) Final Rule — CMS-1833-F,” July 31, 2025, https://www.cms.gov/newsroom/fact-sheets/fy-2026-hospital-inpatient-prospective-payment-system-ipps-and-long-term-care-hospital-prospective-0. CMS.gov, “Inpatient Rehabilitation Facility Patient Assessment Instrument (IRF-PAI) and IRF-PAI Manual,” August 4, 2025, https://www.cms.gov/medicare/quality/inpatient-rehabilitation-facility/irf-pai-and-irf-qrp-manual. Alan Condon, “CMS drops 3 final payment rules for 2026: 15 things to know,” August 4, 2025, https://www.beckershospitalreview.com/finance/cms-drops-3-final-payment-rules-for-2026-15-things-to-know/, Becker's Hospital Review. CMS.gov, “Transforming Episode Accountability Model (TEAM),” https://www.cms.gov/priorities/innovation/innovation-models/team-model.  Emmarie Huetteman et. al, “Kennedy Cancels Vaccine Funding,” August 7, 2025, https://kffhealthnews.org/news/podcast/what-the-health-409-rfk-jr-mrna-vaccine-funding-august-7-2025, KFF Health News. Nona Tepper, “BCBSA antitrust lawsuit reaches $2.8B tentative settlement,” October 14, 2024, https://www.modernhealthcare.com/insurance/bcbsa-antitrust-lawsuit-settlement-alabama/, Modern Healthcare. Nona Tepper, “Nearly 6,500 providers reject Blue Cross antitrust deal,” August 11, 2025, https://www.modernhealthcare.com/insurance/mh-bcbs-settlement-lawsuit-mayo-clinic-henry-ford/, Modern Healthcare. Andrew Cass, “Nearly 6,500 providers opt out of $2.8B BCBS settlement,” August 11, 2025, https://www.beckerspayer.com/payer/nearly-6500-providers-opt-out-of-2-8b-bcbs-settlement/, Becker's Payer Issues. Rural Health Today is a production of Hillsdale Hospital in Hillsdale, Michigan and a member of the Health Podcast Network. Our host is JJ Hodshire, our producer is Kyrsten Newlon, and our audio engineer is Kenji Ulmer. Special thanks to our special guests for sharing their expertise on the show, and also to the Hillsdale Hospital marketing team. If you want to submit a question for us to answer on the podcast or learn more about Rural Health Today, visit ⁠⁠ruralhealthtoday.com⁠⁠. Follow Rural Health Today on social media! ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://x.com/RuralHealthPod⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.youtube.com/@ruralhealthtoday7665⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠  Follow Hillsdale Hospital on social media! ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.facebook.com/hillsdalehospital/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.twitter.com/hillsdalehosp/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/company/hillsdale-community-health-center/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.instagram.com/hillsdalehospital/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 

In this episode of the Energy Newsbeat Daily Standup - Weekly Recap, Stuart Turley and Michael Tanner dive into Germany's proposed “sun tax” and the fallout from shutting down stable power sources like nuclear and coal. The UK ramps up net-zero efforts with a 78% tax on North Sea oil profits, pressuring firms like BP to consider exiting. In the U.S., the outdated Jones Act throttles LNG export capacity. Meanwhile, renewable giants like Orsted and TPI Composites face financial collapse, prompting a return to fossil fuels. NextDecade secures $1.8B for LNG infrastructure, and New Jersey's soaring electric bills expose the hidden costs of net-zero policies.Subscribe to Our Substack For Daily InsightsWant to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio SurveyNeed Power For Your Data Center, Hospital, or Business?Follow Stuart On LinkedIn: https://www.linkedin.com/in/stuturley/ and Twitter: https://twitter.com/STUARTTURLEY16Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... and Twitter: https://twitter.com/mtanner_1Timestamps:00:00 - Intro00:15 - Germany's Net Zero Plans Include Taxing the Sun and Closing Stable Power Plants01:36 - UK Doubles Down on Net Zero, Restricting North Sea Oil Production04:47 - The Jones Act Still Has a Stranglehold on Energy Dominance, and New Shipbuilding Rules Could Derail U.S. LNG Exports11:34 - The Global Struggle to Meet Renewable Energy Goals – is this a shift back to oil and gas?15:57 - NextDecade Gets $1.8 Billion Injection for LNG Project18:04 - Soaring Electric Bills in New Jersey: Policy Failures, Energy Mix Insights, and National Cost Comparisons21:01 - OutroLinks to articles discussed:Germany's Net Zero Plans Include Taxing the Sun and Closing Stable Power PlantsUK Doubles Down on Net Zero, Restricting North Sea Oil ProductionThe Jones Act Still Has a Stranglehold on Energy Dominance, and New Shipbuilding Rules The Global Struggle to Meet Renewable Energy Goals – is this a shift back to oil and gas?NextDecade Gets $1.8 Billion Injection for LNG ProjectSoaring Electric Bills in New Jersey: Policy Failures, Energy Mix Insights, and National Cost Comparisons

Description: This week, we're digging into the market's reaction to the latest CPI data and what it means for the macro landscape as we look ahead to the Jackson Hole symposium. We'll discuss expectations for the event, the ongoing debate around potential new Federal Reserve appointments, and provide an update on the tariff situation.The main event in crypto is Ethereum's explosive +23% move on the week, with LDO moving in concert. We'll break down the key drivers behind the rally, including a massive $1.8 billion in ETF inflows, over $2 billion in large Digital Asset Trust (DAT) purchases, and a significant regulatory clarification that liquid staking derivatives (LSDs) will avoid security status. While ETH is technically overbought, we note that funding rates have not yet become excessively rich.We then look at the future of the Ethereum ecosystem, providing an update on the staking exit queue and the evolving discussion around new products like staking ETFs versus the established DATs. We'll also touch on strong network fundamentals, with daily transactions averaging 1.7 million in August.Finally, we have game-changing news from Coinbase. The company is rolling out DEX trading directly in the main Coinbase app for U.S. users, unlocking access to millions of on-chain assets, particularly on Base. In addition, Coinbase Asset Management is launching a second Stablecoin Bootstrap Fund to deepen liquidity across DeFi protocols like Aave, Morpho, and Jupiter.Topics Covered:Macro & Policy:Analysis of the latest CPI data.What to expect from the Jackson Hole symposium.The debate around potential new Fed chair appointments.An update on the tariff situation.Ethereum's Massive Rally:Unpacking the +23% move and LDO's performance.Key Drivers: $1.8B in ETF flows and $2B in DAT purchases.Regulatory Win: Liquid Staking Derivatives (LSDs) avoiding security status.An update on the ETH staking exit queue.Network Health: 1.7 million daily transactions in August.Coinbase News & Product Launches:DEX Trading: Trading on-chain assets directly in the main Coinbase app.DeFi Liquidity: The launch of a second Stablecoin Bootstrap Fund for protocols like Aave and Morpho.A look at the AI tools being used at Coinbase.CB ResearchBitcoin, Liquidity, and Macro CrossroadsSpeakers:Ben Floyd, Head of Execution ServicesDavid Duong, Global Head of ResearchColin Basco, Institutional ResearchBen Rodriguez, Senior Protocol Specialist

Send us a textPeaches is back with your August 11 Ops Brief — and as always, the military circus doesn't disappoint. From the DoD's 76th birthday party (cake not included) to the Navy handing CENTCOM over like a hot potato, it's been a week. We hit the SkillsBridge hustle, Red Flag roaring over Nellis, Space Force flexing with upgraded sensors and a part-time gig option, and yes — a Guard Special Tactics Squadron in Tampa is on the way. Also, we cover why the X-37B space plane might be cooler than your favorite sci-fi movie. Buckle up — this is your unapologetic, caffeine-fueled sitrep.

Tesla's Robotaxi just crushed Uber with 84% cheaper rides while NIO's Onvo L90 cracked top 3 in China in just 72 hours. This changes everything.In this episode of Courtside Financial, we break down three game-changing stories reshaping the automotive industry:

What does it take to scale from a 38-unit syndication to 33,000 units across six states—and still never lose investor capital? Jeff Gleiberman of MG Properties breaks it down. In this episode, Jeff shares the core principles that helped his family-run firm grow into one of the top 50 apartment owners in the U.S. You'll hear how they've weathered multiple market cycles, why they're buying newer assets right now, and how disciplined underwriting, fixed-rate debt, and vertical integration have become their unfair advantages. Whether you're raising capital, comparing asset classes, or trying to read the market—this episode is required listening.Key TakeawaysFrom Family Syndication to Institutional ScaleStarted with a single 38-unit deal and scaled to 33,000 units over 30+ years.Built trust and momentum through word of mouth and disciplined execution.Added institutional capital partners while staying grounded in syndication fundamentals.Grew from a home office to over 1,000 employees with fully integrated operations.How MG Navigates Market CyclesSurvived and thrived through the S&L crisis, dot-com bust, GFC, COVID, and today's rate shock.Adapted strategy for each cycle—moving from value-add to core-plus when needed.Buys below replacement cost today to minimize downside and maximize long-term upside.Maintains focus on fixed-rate, long-term debt and low leverage to protect investor capital.Why Vertical Integration is a Competitive AdvantageIn-house property management, asset management, and construction management from day one.Enables real-time decision-making, tighter expense control, and stronger performance in down markets.Allowed the firm to pivot quickly during COVID and deliver consistent returns.How to Attract Serious Capital (Without Chasing High IRRs)Always invests 10–20% of their own capital into each deal—creating strong alignment.Focuses on risk-adjusted returns, not marketing inflated projections.Educates investors on cycles, deal structure, and realistic expectations to build long-term trust.Current Strategy: Core-Plus Over Value-AddAcquiring newer, well-located properties at 30–40% discounts to replacement cost.Cash flow is lower today—but risk is also lower, and long-term upside is strong.Value-add deals don't pencil right now due to rent compression and renovation risk—but they will again.The Discipline Behind $1.8B in Acquisitions (In a Down Market)Maintains a consistent buy box and underwriting discipline—despite competition and volatility.Relies on lender relationships, low-cost insurance, and scale advantages to stay competitive.Sticks to one asset class—multifamily—and executes at a high level, deal after deal.Connect with Jeffmgproperties.com Connect with MichaelFacebookInstagramYouTubeTikTokResourcesTheFreedomPodcast.com Access the #1 FREE Apartment Investing Course (Apartments 101)

What do Krispy Kreme, Kohl's, OpenDoor, & Rocket have in common?... 2025's meme stocks.Vacation put sunscreen into a ‘80s whipped cream bottle & sales doubled… It's Plot Twist Packaging.South Park snagged a $1.5B deal with Paramount, which just sold for $8B… things got awkward.Sydney Sweeney is causing an economic boom… whatever she touches, the stock pops.$DNUT $OPEN $RKT $KSS $PARAWant more business storytelling from us? Check out the latest episode of our new weekly deepdive show: The untold origin story of… Subscribe to The Best Idea Yet: Wondery.fm/TheBestIdeaYetLinks to listen.TBOY Live Show Tickets to Chicago on sale NOW: https://www.axs.com/events/949346/the-best-one-yet-podcast-ticketsAbout Us: The daily pop-biz news show making today's top stories your business. Formerly known as Robinhood Snacks, TBOY Lite is hosted by Jack Crivici-Kramer & Nick Martell.GET ON THE POD: Submit a shoutout or fact: https://tboypod.com/shoutouts NEWSLETTER:https://tboypod.com/newsletter SOCIALS:Instagram: https://www.instagram.com/tboypod TikTok: https://www.tiktok.com/@tboypodYouTube: https://www.youtube.com/@tboypod Anything else: https://tboypod.com/ Our 2nd show… The Best Idea Yet: Wondery.fm/TheBestIdeaYetLinksEpisodes drop weekly.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links-Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.0:00 US Weather, Giant Crop2:42 US/EU Trade Deal4:13 US and China Talks8:05 The Funds8:53 Cattle on Feed11:13 Argentina Taxes12:09 China Heat13:27 Flash Sales

Today's Headlines: Deputy Attorney General Todd Blanche met privately with Ghislaine Maxwell in Tallahassee, reportedly spending the entire day discussing undisclosed matters, with another meeting planned. Meanwhile, a House subcommittee voted to subpoena the DOJ for Jeffrey Epstein's files, despite House Speaker Mike Johnson's attempt to block a vote. A new Wall Street Journal report revealed the contents of Epstein's professionally bound 50th birthday album, which included notes from Donald Trump, Bill Clinton, Vera Wang, and others. President Trump visited the Federal Reserve with Chair Jerome Powell, criticizing him over renovation costs as part of his broader effort to justify firing Powell. The FCC approved Skydance's $8B merger with Paramount, and the company will pay Trump $20M in licensing fees. Columbia University also struck a $221M settlement with the Trump administration over antisemitism allegations, regaining access to previously frozen federal funds while agreeing to monitored policy changes. In France, President Macron and First Lady Brigitte Macron filed a defamation suit against Candace Owens for her repeated claim that Brigitte is transgender; Owens responded by saying she welcomes the fight. Macron also announced that France will formally recognize Palestine as a state at the UN General Assembly in September. Finally, the State Department plans to burn nearly $10M worth of unused contraceptives intended for developing nations—just months after it destroyed 500 tons of emergency food—despite offers from humanitarian groups to redistribute the supplies. Resources/Articles mentioned in this episode: ABC News: DOJ's meeting with longtime Jeffrey Epstein associate Ghislaine Maxwell happened after Maxwell initiated contact: Sources CNN: House Oversight subcommittee votes to subpoena DOJ for Epstein files WSJ: Jeffrey Epstein's Birthday Book Included Letters From Bill Clinton, Leon Black CNBC: Trump spars with Powell over renovation costs during Fed visit, but backs off firing threats  NBC News: Trump administration greenlights Paramount's $8 billion merger with entertainment group Skydance CNN: Columbia agrees to pay over $220 million in deal with Trump administration to restore federal funding TIME: Candace Owens Responds to Macron Lawsuit The Guardian: Israeli leaders condemn Macron announcement – as it happened | Israel-Gaza war Axios: State Department to burn almost $10 million of contraceptives for poor countries The Administration: The Trump Administration Is About to Incinerate 500 Tons of Emergency Food Morning Announcements is produced by Sami Sage and edited by Grace Hernandez-Johnson Learn more about your ad choices. Visit megaphone.fm/adchoices

On this week's episode, Moe comes out hot and spills on "Coldplay-Gate," that viral kiss-cam fiasco where a couple (turns out, cheating execs from Astronomer) bolted like they saw a ghost. It's not just gossip—it's schadenfreude gold, highlighting how the C-suite plays by different rules. Joel highlights ZipRececruiter's most recent marketing strategy: Embracing old school linear TV by sponsoring a new show on Fox. Chad rants about the new $250 "integrity fee" for US tourist visas—because nothing says "welcome" like a cash grab that could tank tourism before the 2026 World Cup. Ashby news brings the fire, snagging a whopping $50M Series D, doubling customers (now 2,700+ like OpenAI and Shopify), boosting revenue 135%, and barely dipping into last year's Series C. Why more cash? To evolve "at the speed of AI," building all-in-one recruiting magic—sourcing, scheduling, analytics—that users call "beautiful software." No more tool sprawl; it's the startup darling dethroning clunky vets like Greenhouse. Chad's verdict: Finally, an ATS nobody bitches about—refreshing in a moan-fest industry! Then, drama alert: Bold snatches Monster and CareerBuilder assets for $28.4M in a bankruptcy auction (up from a start of $7M). Great domains, SEO juice ... but Bold's predatory paywalls (mandatory sign-ups, fees for full job deets) scream "job seeker trap." Chad's not thrilled—hopes they don't prey harder with that Monster muscle. Randstad? Total villains. They boast $5.8B revenue and 3% EBITDA margins, but screw Monster employees worldwide. Days before mass layoffs, they gutted severance: From 1.5 weeks/year (up to 16) to a flat two weeks. Imagine losing $28K if you're a 20-year vet! In France, it's worse—brutal shutdowns, no support, leaving taxpayers footing unemployment bills. Vendors? Stiffed millions after Monster ran up tabs they knew were doomed. Chad's furious: "Corporate welfare at its finest." Until CEOs like don orange jumpsuits, the little guys get proper f***ed. AI corner: Perplexity's CEO says says recruiter jobs are soon to be a thing of the past, and Salesforce's Mark Benioff probably agrees, as his company is doing up to 50% or more with less. Moe's skeptical: "Hype to sell shares!" Chad sees task automation (bye, scheduling drudgery) but demands AI taxes and UBI pronto. Jobs evolve, but painful contractions ahead? We'll be watching. Chapters 00:00 - Introduction and Welcome Back 02:21 - Maureen's Disney Cruise Experience 04:04 - Tribute to Matt Lavery 07:09 - Coldplay Gate: The Viral Incident 08:52 - Integrity Fees for Tourists 10:19 - Ashby: A Positive ATS Experience 12:41 - Bold's Acquisition and Job Seeker Concerns 15:59 - Ronstadt's Treatment of Employees 18:29 - The Impact on Vendors and Corporate Accountability 23:23 - Future of Recruitment and AI Integration 32:14 - Closing Thoughts and Dad Jokes

Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links-Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.0:00 US/Japan Deal3:00 Heat Wave, Corn Sweat5:37 Wheat Sucks7:52 Coca-Cola Update8:53 US/China Update11:12 Meme Stocks / M2

Welcome to the newest episode of the Space Capital Podcast, where we will review the Q2 2025 Space IQ review, our quarterly analysis of startup activity and investment trends in the space economy. Space Capital's Chad Anderson and Justus Kilian are going to walk through the results published in our Q2 2025 Space Investment Quarterly. Capital is flowing again – Q2 funding jumped to $7.8B across 113 rounds, despite the VIX flirting with pandemic‑era highs. Infrastructure roars back – Hardware wins the quarter with $3.2B raised, a five‑quarter high driven by satellite manufacturing and in‑space logistics. Defense is rewriting the map – Record $3.8B into GEOINT applications shows governments are voting with their wallets while budget cuts loom elsewhere. IPO window creaks open – Early pops look great on day one; history says most will retrace. We explain who could beat the odds and why. The Q2 2025 Space IQ distills the noise into clear takeaways and actionable data for investors, operators, and policymakers.   Download the Q2 2025 Space Investment Quarterly Buy The Space Economy wherever you buy books Watch the Space IQ playlist on YouTube

S&P futures are pointing to a higher open today, up +0.3%, supported by trade deal momentum. Asian equities rallied Wednesday, led by Japan's Nikkei, which surged +3.5% on the back of a U.S.-Japan trade deal announcement. European markets are also trading firmly higher, with the STOXX 600, DAX, and CAC up near +1%. The U.S. and Japan reached a trade deal reducing tariffs to 15% on various goods, including autos. Japan will boost rice imports by 75% and purchase $8B in U.S. agricultural and other products. Defense spending with U.S. firms will increase to $17B annually. Japan also committed $550B in U.S. investments, with the U.S. receiving a 90% profit share.Companies Mentioned: Boeing, Morgan Stanley, ConocoPhillips

Alphabet (GOOGL) shares slip lower after an initial pop. George Tsilis and Scott Durfey join Marley Kayden to digest the latest quarterly figures from Google's parent company. Both George and Scott denote the company's capital expenditure number as one to watch as A.I. expansion could weigh on overall company profits. However, they point to its YouTube business as a positive checking in with $9.8B revenue reported in the 2Q. Then, they turn their attention to IBM after an earnings beat and Tesla (TSLA) after missing on its Adj. EPS figure. Scott adds that Tesla's still looking for direction on it being an EV company or an A.I. company. George highlights prior significant cuts in Tesla's guidance as potentially softening the blow and believes tomorrow's trading reaction will be key.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Segment 1 - Interview with Helen Patton: Introducing the Cybersecurity Canon Did you know that there's a hall-of-fame for cybersecurity books? Over the past decade, the Cybersecurity Canon has published reviews on dozens of cybersecurity books and established a hall of fame. Hall of fame books are defined as titles that all cybersecurity professionals should read - a great short list for those new to the field and overwhelmed by choices. Helen Patton, co-founder and Chief of Staff for the Cybersecurity Canon joins us to tell us all about the Canon, how it came to be, and its transformation into a more visible and active organization. We'll also discuss Helen's own book, “Navigating the Cybersecurity Career Path”, and an upcoming second book she's working on as well! Segment Resources: Helen's personal website The Cybersecurity Canon website Segment 2 - Topic: Does the SOC 2 need to die? AJ Yawn thinks so. The TL;DR is that he thinks industry-specific frameworks are more appropriate and effective. You can check out some more of his thoughts on LinkedIn, or on the Alice in Supply Chains podcast. Ayman recommends checking out https://mvsp.dev/ as a potential alternative (or as a complementary process to actually get secure) Segment 3 - This Week's Enterprise Security News And finally, in the enterprise security news, a bit of funding with a side of layoffs McDonald's applicants are not lovin' it a WILD story about a vulnerability in the US train system Meta still on the hook for $8B in privacy violations What is Agentic Misalignment? Using AI when coding is… slower? Auth Omnibus Pop some popcorn - AI acquisitions are getting crazy All that and more, on this episode of Enterprise Security Weekly. Visit https://www.securityweekly.com/esw for all the latest episodes! Show Notes: https://securityweekly.com/esw-416

US equity futures are firmer with S&P up 0.3%. Asian equity markets are mostly higher, while European markets stay mixed. US 2Y yield down to 3.9% and 10Y down at 4.4%. Dollar softer, gold firmer. WTI crude goes slightly up. Industrial metals mostly higher. China's infrastructure names rallied following start of construction of mega dam project in Tibet worth CNY1.2T ($167.8B). On US and China talks, press highlighted expectations of a Trump-Xi meeting at APEC summit South Korea in late October, if not sooner. Beijing also confirmed top leaders will meet Europe's von der Leyen and Costa on Thursday, meanwhile added it would take countermeasures after EU included Chinese companies and banks in its latest sanctions against Russia as tensions between Beijing and Brussels simmer ahead of the summit. Companies Mentioned: Carlyle Group, Brookfield Renewable Partners, Microsoft

Segment 1 - Interview with Helen Patton: Introducing the Cybersecurity Canon Did you know that there's a hall-of-fame for cybersecurity books? Over the past decade, the Cybersecurity Canon has published reviews on dozens of cybersecurity books and established a hall of fame. Hall of fame books are defined as titles that all cybersecurity professionals should read - a great short list for those new to the field and overwhelmed by choices. Helen Patton, co-founder and Chief of Staff for the Cybersecurity Canon joins us to tell us all about the Canon, how it came to be, and its transformation into a more visible and active organization. We'll also discuss Helen's own book, “Navigating the Cybersecurity Career Path”, and an upcoming second book she's working on as well! Segment Resources: Helen's personal website The Cybersecurity Canon website Segment 2 - Topic: Does the SOC 2 need to die? AJ Yawn thinks so. The TL;DR is that he thinks industry-specific frameworks are more appropriate and effective. You can check out some more of his thoughts on LinkedIn, or on the Alice in Supply Chains podcast. Ayman recommends checking out https://mvsp.dev/ as a potential alternative (or as a complementary process to actually get secure) Segment 3 - This Week's Enterprise Security News And finally, in the enterprise security news, a bit of funding with a side of layoffs McDonald's applicants are not lovin' it a WILD story about a vulnerability in the US train system Meta still on the hook for $8B in privacy violations What is Agentic Misalignment? Using AI when coding is… slower? Auth Omnibus Pop some popcorn - AI acquisitions are getting crazy All that and more, on this episode of Enterprise Security Weekly. Visit https://www.securityweekly.com/esw for all the latest episodes! Show Notes: https://securityweekly.com/esw-416

Want more MTM Vegas? Check out our Patreon for access to our exclusive weekly aftershow! patreon.com/mtmvegas Want to work with us? Reach out! inquiries at mtmvegas dot com Episode Description This week Caesars Entertainment launched their long rumored premium credit card offering. The new Caesars Prestige Visa comes with a ton of perks and ways to spend towards status, but with a $149 annual fee will it be worth getting? What other benefits are they including? In other news this was the week of Vegas misinformation. Two false stories spread across the internet including one that mentioned UNO table games and another that discussed the handpay threshold. We'll let you know what is true and what isn't plus what other board games will be coming to casinos. We also discuss: Cosmo's camera mystery, M Resort's renovations, free pools in Vegas and the new $8B property from Las Vegas Sands. Episode Guide 0:00 Relaxing in Caesars bathtub 0:33 The week of Vegas misinformation - Uno casino games? 1:50 Several Mattel board games coming to casinos 3:35 Which pools are free to the public in Las Vegas? 4:58 The Hangover Experience coming to Vegas? 7:07 Did the slot handpay threshold change? 8:46 Cosmo's mysterious mound of cameras 10:08 Circus Circus tram installation 1981 10:48 Las Vegas Sands $8B new property 13:37 Vegas is the best city in the US for recreation 14:44 Update on South Strip Cosmo clone 16:07 M Resort completes casino renovations 18:51 Caesars launches new premium credit card 20:40 How generous is Caesars new credit card? Each week tens of thousands of people tune into our MtM Vegas news shows at http://www.YouTube.com/milestomemories. We do two news shows weekly on YouTube with this being the audio version. Never miss out on the latest happenings in and around Las Vegas! Enjoying the podcast? Please consider leaving us a positive review on your favorite podcast platform! You can also connect with us anytime at podcast@milestomemories.com.  You can subscribe on Apple Podcasts, Google Podcasts, Spotify or by searching "MtM Vegas" or "Miles to Memories" in your favorite podcast app. Don't forget to check out our travel/miles/points podcast as well!

In honor of Disneyland's 70th anniversary, DisneyChris presents his version of what would be the ultimate are music loop for the Disneyland main entrance. His idea of a perfect area loop would consist of instrumentals representing the park's currant roster of attractions, as well as many nods to the past legacy of the Happiest Place on Earth. Download (right click / Save as) 1. Disneyland Theme   0:00 2. Mickey Mouse March   3:07   3. Happy Rag   5:19 4. Raider's March   7:39 5. Heigh Ho /Whistle While You Work  9:49 6. 20K Leagues Theme / A Whale of a Tale   11:00 7. Winnie the Pooh / The Wonderful Things About Tiggers / Hip Hip Pooh Ray   13:24 8. Steamboat Bill / Turkey in the Straw   16:14 9. Baroque Hoedown  18:23 10.   When I See an Elephant Fly   19:43 11.   In the Tiki Tiki Tiki Room   22:25 12.   All Aboard the Mine Train  24:04 13.   Unbirthday Song  25:45 14.   Monorail Song   27:47 15.   Come Again   30:44 16.   Battle Hymn of the Republic   32:38 17.   Fantasy Castle Medley   34:45 When You Wish Upon a StarOnce Upon a DreamA Dream is a Wish Your Heart MakesSomeday My Prince Will Come 18.   Minnie's Yoo Hoo   40:26 19.   Hi Diddle Dee Dee   43:21 20.   Columbia the Gem of the Ocean   45:21 21.   Yo Ho Yo Ho (A Pirate's Life for Me)   46:25 22.   Space Mountain Theme   48:30 23.   Fantasmic   51:07 24.   Casey Jr.  54:04 25.   Bang Went Old Betsy   55:35 26.   Cantina Song   57:35 27.   There's a Great Big Beautiful Tomorrow  59:30 28.   Maple Leaf Rag  1:04:12 29.   Hawaiian War Chant   1:07:20 30.   Special Spice   1:08:21 31.   Zip A Dee Doo Dah   1:11:01 32.   A Spoonful of Sugar / Supercalifragilisticexpialidocious   1:12:35 33.   You Can Fly!   1:14:58 34.   Star Wars Theme   1:17:18 35.   Swisskapolka   1:19:31 36.   Meet Me Down on Main Street   1:20:59 37.   Fantasy in the Sky   1:23:58 38.   Nothing Can Stop Us Now   1:27:59 39.   The Ballad of Davy Crockett   1:29:24 40.   Down in New Orleans   1:31:05 41.   The Merrily Song   1:33:23 42.   Strange Things Are Happening to Me   1:35:13 43.   Grim Grinning Ghosts   1:38:14 44.   Serengeti Serenade   1:40:53      45.   Smile Darn Ya Smile   1:45:17 46.   Blood on the Saddle   1:47:09 47.   Hello Everybody / Welcome to the Golden Horseshoe / Can-Can   1:48:36 48.   Milenberg Joys   1:52:13 49.   March of the Cards   1:55:47 50.   It's a Small World   1:57:19YOU CAN ALSO FIND THIS TRACK ON MY WEBSITE: DISNEYCHRIS.COM - LOCATED AT THE BOTTOM OF THIS PAGE: TRACK 117 https://disneychris.com/a-day-at-disneyland.html  Please consider becoming a Patreon Subscriber and receive exclusive rewards every month. https://www.patreon.com/DisneyChrisVisit our on-line store for exclusive Jiminy Crickets and DisneyChris Website Merch!!!! https://jcpodcast.threadless.com/​ If you would like to help support the Jiminy Crickets podcasts and DisneyChris.com - 

Linktree: ⁠https://linktr.ee/Analytic⁠Become A Patron Of The Notorious Mass Effect Podcast For Additional Bonus Audio And Visual Content For All Things Nme! Join Our Patreon Here: ⁠https://ow.ly/oPsc50VBOuH⁠Notorious Mass Effect with Analytic Dreamz delivers a deep dive into Microsoft's 2025 layoffs in this segment. Analytic Dreamz breaks down the ~9,000 job cuts in July, part of over 15,000 layoffs this year, impacting gaming, sales, and software engineering. Despite $70B revenue and $25.8B profit in Q1, Microsoft is streamlining, investing $80B in AI to boost efficiency. Analytic Dreamz explores the industry trend of flattening management and AI's role, with expert insights and severance details. Tune in for a concise, data-driven analysis of Big Tech's evolving landscape.Support this podcast at — https://redcircle.com/analytic-dreamz-notorious-mass-effect/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Send us a textIn this no-holds-barred Daily Drop, Peaches dives headfirst into the latest national defense chaos—from Humvees rolling through LA to Marines moonlighting as ICE support in Florida. Pete Hegseth wants to bring the warrior spirit back (because apparently we lost it), and Jared's not buying the sudden patriotism unless you're ready to pull bodies from burning cars. Meanwhile, retired four-stars are back in the game pushing for E-7s and more F-35s… but who's paying them now? The Academy is bleeding staff, a nuclear microreactor is going to Alaska (because obviously), and the Air Force just teamed up with AI-piloted Valkyrie drones like it's Skynet 2.0. Also—yes, the Space Force canceled something big. Again. Strap in, nerds.

Shoot us a Text.Episode #1089: The federal EV tax credit countdown is officially on—and startups like Slate are feeling the pressure. Toyota's new “K-flex” line is redefining manufacturing versatility in Georgetown, while Amazon kicks off a four-day Prime Day aimed at cautious consumers and stocked-up sellers.Show Notes with links:The countdown has started. EV tax credits vanish after September 30, 2025, slamming the brakes on what was once a key driver of electric vehicle adoption. Dealers are already seeing signs of a demand surge—and the next 84 days could be chaos.Buyers are rushing to act before the deadline, with analysts predicting a sharp uptick in showroom traffic.Barclays expects a pre-deadline demand spike as shoppers try to capture incentives before they disappear, and dealer inventories of qualifying models may dry up quickly.Researchers Elaine Buckberg and Cassandra Cole estimate a 6-point drop in EV share by 2030 as a resultSlate's highly anticipated sub-$20K electric truck, backed by over 100,000 reservations, has quietly had its price bumped to the "mid-twenties" after losing eligibility for the now-defunct EV tax credit.Check out our panel from ASOTU CON on this topicIn a corner of Georgetown, Kentucky, Toyota is quietly completing one of the boldest manufacturing upgrades in recent memory. A decade in the making, “K-flex” is turning a 40-year-old assembly line into the most flexible—and possibly most advanced—Toyota line in the world.The $1.8 billion Line 1 overhaul allows for hybrid, plug-in, and full EVs to be built alongside ICE vehicles on the same line.Automation is everywhere: car-size autonomous skillets, part-delivering robots, and robotic glass installers fill the plant floor.Amazon's Prime Day has evolved into a four-day price frenzy—just in time to collide with fresh tariff concerns, shifting consumer priorities, and more cautious spending behavior. Retailers are leaning in hard, but shoppers aren't splurging quite like they used to.Prime Day now runs from July 8 (today) to July 11, with deals dropping as often as every 5 minutes and new perks aimed at Gen Z shoppers.Adobe predicts $23.8B in U.S. online sales this week—up 28% from last year—but analysts warn of front-loaded demand and early fatigue.Retailers like Walmart and Target are running competing promotions with sharper, more selective discounts.0:00 Intro with Paul J Daly and Kyle Mountsier0:45 Nathan doesn't have an Amazon Prime account2:15 ASOTU Edge Webinar tomorrow with Uber For Business3:05 New Episode of Auto Collabs with Thuy Adomitis of Mia4:40 EV Tax Credits Go Away in 84 Days, AnJoin Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

European Launcher Challenge's shortlist announced. Dhruva Space to provide solar panels for Pixxel hyperspectral constellation. US Space Systems Command awards $2.8B in contracts for secure space communications. And, more.  Remember to leave us a 5-star rating and review in your favorite podcast app. Be sure to follow T-Minus on LinkedIn and Instagram. T-Minus Guest Aegis Space Law Attorney's Bailey Reichelt and Jack Shelton bring you the Aegis Space Law monthly segment. You can connect with Bailey Reichelt and Jack Shelton on LinkedIn, and send your questions to space@n2k.com. Selected Reading N° 42–2025: European Launcher Challenge: preselected challengers unveiled (European Space Agency)  Dhruva Space set to power up Pixxel's next constellation with Solis+ Space-grade Solar Panels (Dhruva Space)  Space Systems Command Awards $2.8B Contract to Deliver the First Two Satellites for Modern (US Space Force)  France joins European push for satellite internet on trains (Reuters)  NASA Mission Monitoring Air Quality from Space Extended (NASA) Space auction: Sally Ride memorabilia collection sells for $145,000 (Space.com) China accelerates toward lunar goals as reusability programs gain momentum - NASASpaceFlight.com  OroraTech opens Greek headquarters to accelerate wildfire constellation and boost national innovation (OroraTech) T-Minus Crew Survey Complete our annual audience survey before August 31. Want to hear your company in the show? You too can reach the most influential leaders and operators in the industry. Here's our media kit. Contact us at space@n2k.com to request more info. Want to join us for an interview? Please send your pitch to space-editor@n2k.com and include your name, affiliation, and topic proposal. T-Minus is a production of N2K Networks, your source for strategic workforce intelligence. © N2K Networks, Inc. Learn more about your ad choices. Visit megaphone.fm/adchoices

Send us a textWould you board a flight if the pilot landed safely only 99.5% of the time? Ricardo Villadiego wouldn't—and he applies that same mindset to cybersecurity. In this high-impact episode from IT Nation Secure 2025, Joey Pinz talks with Ricardo, founder of Lumu, about precision, preparation, and protecting MSPs from EDR evasion and network breaches.✈️ Drawing parallels between aviation and cybersecurity, Ricardo shares how checklists, training, and feedback loops apply to both flying planes and defending networks. He recalls lessons from the Miracle on the Hudson and explains why being “left of boom” isn't optional—it's essential.

Drew had a Devo weekend, Eli Zaret stops by, Glastonbury 2025, Jim Harbaugh & Michigan sued, Barbara Walters Tell Me Everything on Hulu, OnlyFans for sale, and Tom Brady won the Jeff Bezos wedding. The latest WATP episode was recording right in our studios. Check it out right here. Drew caught Devo's art show in Birmingham, then the band themselves at The Fillmore Detroit. Eli Zaret drops by to pop off on the Jeff Bezos/Lauren Sanchez wedding, Tom Brady's antics, down goes Tommy Hilfiger, Jim Harbaugh added to a University of Michigan class action lawsuit, Surviving Ohio State on HBO, Detroit Piston Malik Beasley investigated for gambling, Angel Reese cashes in, the Detroit Tigers way out in first place, some boring golf stuff, Jake Paul's latest snoozer of a fight, the Detroit Red Wings draft choices, NBA Draft recap, RIP Dave Parker, George Costanza bobble-head night and more. Politics: The ‘Trump Bill' lingers on. Zohran Mamdani vs billionaires. AOC's yearbook scandal. NYFD's hot-girl problem. The General Lee went flying again. These chicks brawl and some private parts fall out all over the place. Marge Simpson is dead. A new doc on Barbara Walters has dropped on Hulu. Glastonbury: The big festival went down. John Fogerty sounded really old. Peter Capaldi crashed Franz Ferdinand. Lorde performed as well and danced like an idiot. Lorde is SOOOO deep. Hip Hop: King Combs and Kanye West drop some tunes. They suck. Joycelyn Savage is brainwashed by R. Kelly. Chris Brown humps his fans. Leonid Radvinsky wants $8B for OnlyFans. Paul McCartney is really into making lists these days. Rod Stewart's friend, Georgie, was super gay. Everybody hates Will Smith. Dave Landau will join us tomorrow. If you'd like to help support the show… consider subscribing to our YouTube Channel, Facebook, Instagram and Twitter (Drew Lane, Marc Fellhauer, Trudi Daniels, Jim Bentley and BranDon).

“There is a pretty significant amount of track and field athletes for whom a college opportunity will only come through the participation of track and field. That is something we need to really educate the public around. Coining the term, ‘the opportunity sport,' encapsulates all of that. It's something I believe the broader public can get understanding around.”Starting July 1, NCAA Division I schools can directly pay athletes for the first time ever. This shift follows the House v. NCAA antitrust settlement, approved last week by Judge Claudia Wilken. The $2.8B deal doesn't make athletes employees, but it does allow them to finally receive a share of the billions in revenue they help generate. Schools will be able to offer up to $20.5M annually to student-athletes across all sports (amounts not required to be equal). It also tightens oversight of NIL collectives via a new clearinghouse that ensures deals are “fair-market value.” After major pushback over lost roster spots, the final version protects current and incoming athletes, though schools aren't required to restore those spots. Now, athletic departments are racing to implement these changes. Some are lobbying Congress for federal regulation, hoping this deal becomes a stepping stone toward nationwide legislation. Either way, college sports — and particularly cross country and track — will never look the same.Mentioned in this episode…Read: Track Is America's Opportunity Sport. Colleges Need To Save ItHost: Chris Chavez | ⁠⁠@chris_j_chavez on Instagram⁠Guest: Russell Dinkin | @dancingdinks on InstagramSUPPORT OUR SPONSORSOLIPOP: Olipop is a prebiotic soda that tastes like a throwback to your favorite childhood drinks, but it's loaded with benefits that your body will thank you for. Each can has 2-5g of sugar, 6-9g of fiber, and a science-backed formula designed to help you support your digestive health. They've got plenty of flavor options like Classic Root Beer, Crisp Apple, Grape, Cream Soda and wild hits like Peaches and Cream. You can grab Olipop at Target, Whole Foods, and Walmart or you can go to ⁠⁠⁠⁠⁠DrinkOlipop.com and use promo code CITIUS25 at checkout for 25% off all of your orders⁠⁠⁠⁠⁠.PILLAR PERFORMANCE: We all know that sleep is where the magic happens. That's when your body is rebuilding – but getting into those deeper stages of sleep is what makes the difference between just going to bed and actually recovering. Just mix in a scoop of water about 30 to 60 minutes before bedtime. It's simple, it's clean, it's vegan, and NSF certified. If you're someone who takes their training and recovery seriously, this is something worth trying. Head to ⁠⁠⁠⁠⁠pillarperformance.shop⁠⁠⁠⁠⁠, or if you're in North America, go to ⁠⁠⁠⁠⁠thefeed.com⁠⁠⁠⁠⁠ and use code CITIUS for 15% off your first purchase.VELOUS: Recover smarter with VELOUS' new active adjustable slide! Tired feet? VELOUS has you covered. VELOUS just launched the NEW Active Adjustable Slide, designed to take your recovery to the next level. With a perfectly contoured midsole, these slides maximize cushioning and support to help ease tired feet and legs. Run. Recover. Repeat with VELOUS. ⁠⁠⁠⁠⁠Check out the entire collection and enjoy 20% off your purchase by entering code CITIUSMAG20 at checkout!