Podcasts about Ackman

Remember when the best music recommendation you ever got didn't come from Spotify's algorithm, but from your coworker, your cousin, or a stranger in another country who loves the same obscure band you thought only you knew about? Eric West is the founder of Music League, a competitive music discovery platform with nearly 200,000 monthly active users across 160 countries. Players compete in themed rounds, submitting songs and voting on each other's picks, which means people actually listen rather than just passing along a link and forgetting about it. The result is something the streaming era largely eroded: real music discovery driven by real people whose opinions you have a reason to care about. This week on the podcast, Eric talks with our head of new business Jade Prieboy about how a music taste game accidentally became a community-building tool for workplaces and families, what the daily-to-monthly active user ratio reveals about how people actually engage with the platform, and what phase two looks like when artists get direct access to fans who have already been repping them inside the game for months. If you work in music tech, artist development, or fan engagement, this one reframes how discovery and community can work in the streaming era. The news The "quiet money" behind $4 billion music catalog deals Bollore urges UMG to reject Ackman's $64 billion bid Qobuz Is Suddenly One of the Fastest-Growing Streaming Music Platforms. But Why, You Ask? Why Spotify (SPOT) Is Up 19.0% After New AI Remix Deal And 2030 Targets The Active Listening Era of Music Begins Can you own a voice? Taylor Swift's latest legal move raises big questions for AI and copyright Swedish startup Tonada is making AI music for retailers   The Music Tectonics podcast goes beneath the surface of the music industry to explore how technology is changing the way business gets done. Visit musictectonics.com to find shownotes and a transcript for this episode, and find us on LinkedIn, Twitter, and Instagram. Let us know what you think!  Get Dmitri's Rock Paper Scanner newsletter.  

In today's powerful and convicting message, Pastor Matthew Ackman looks at a passage of scripture that gives us a glimpse into hell to discuss 4 that hell has that you need. Prayed to accept Jesus? Congratulations! Text SAVED to 337-222-3210 or click here https://bit.ly/CC_saved New to Crossroads Church? Learn all about us at https://mycrossroads.org 

Dwyer's 5-19-26 High Risk Economic Update

Los 13-F son las declaraciones trimestrales obligatorias de los grandes gestores de Wall Street. Salieron el viernes 15 de mayo y los vamos a desmenuzar para sacarles el verdadero valor.En este episodio:· Qué compraron y vendieron Berkshire, Druckenmiller, Ackman, Tepper y Coatue en Q1 2026· Los 5 patrones que ningún resumen de 13-F te dice: desde el consenso real sobre Taiwan Semi hasta la apuesta de los grandes por Brasil y México· Por qué el portafolio de Leopold Aschenbrenner no era lo que circulaba en redes· La diferencia entre crear riqueza y preservar riqueza, y por qué los mejores gestores se concentran en lugar de diversificar· Cómo usar estos reportes para tomar mejores decisiones sin copiarlos ciegamente LA INFORMACIÓN DE ESTE PODCAST NO ES UNA RECOMENDACIÓN DE INVERSIÓN Nada de lo contenido en este podcast constituye asesoría fiscal, contable, regulatoria, legal, de seguros o de inversiones, ni representa una oferta, solicitud o recomendación para comprar, vender o realizar cualquier operación con valores, esquemas de inversión colectiva, instrumentos financieros o servicios.

Buffett ha liquidado Visa, Mastercard y Domino's. El PE de Shiller está a menos del 5% de superar la burbuja puntocom. Y aquí, oficialmente, no pasa nada. Resumen semanal del 16 de mayo de 2026. Repasamos los 13F del trimestre (Berkshire, Druckenmiller, Ackman, Pat Dorsey, Howard Marks), la operación financiera del año — IREN colocando 3.000 millones al 1% — y las grietas que empiezan a abrirse en la economía real mientras Wall Street toca máximos históricos. CAPÍTULOS Actualidad y macro - Sentimiento, PE de Shiller y el +20% tech en 4 semanas que solo se ha visto en 1929 y 2000 - SpaceX a bolsa: ticker $SPCX, debut previsto 12 de junio - Trump y China: el viaje, Taiwán y los H200 de Nvidia - Bonos del Tesoro a 30 años al 5%, primera vez desde 2007 - Morosidad récord en tarjetas, préstamos estudiantiles y de coche - S&P 500 en máximos vs consumer sentiment en mínimos históricos - Costco huele la recesión antes que los economistas Los 13F del Q1 2026 - Berkshire: Buffett liquida Visa, Mastercard, Domino's, UnitedHealth y carga Google (+204%) - Druckenmiller: fuera de Alphabet, entrada masiva en YPF, Roku, Broadcom y STM - Bill Ackman: Microsoft pasa a ser "core holding" de Pershing Square - Pat Dorsey: posición del 10% en AppLovin - Howard Marks (Oaktree): rotación a TORM, Expand Energy y Petrobras - Top 10 compras consensuadas del trimestre Acciones bajo el radar - Ondas Holding: ingresos +1.000% YoY y alianza con Palantir - IREN: 3.000 millones en convertibles al 1,96% efectivo — más barato que el gobierno de EEUU - HIMS: ingresos +1.400% desde 2020, acción prácticamente plana - AST SpaceMobile: Trump compra acciones y JV de AT&T, T-Mobile y Verizon - Lululemon: revenue +300%, cotización -2% - Constellation Software: segundo mayor trimestre de M&A de su historia - Watches of Switzerland: USA +24% y la acción sube un 13% - Top 10 mineras de cobre: quién ha cumplido y quién no ÍNDICE 00:00 - Superinversores y mercado en máximos 02:14 - La burbuja de las grandes IPO 03:38 - Trump, China y bonos al 5% 08:06 - Buffett, Druckenmiller y Ackman 14:33 - Ondas Holdings 18:30 - IREN: resultados, NVIDIA y expansión 25:20 - HIMS: caída, GLP-1 y nueva tesis 29:14 - ASTS: acuerdos, satélites y ejecución 31:13 - Resultados y materias primas 34:48 - Cierre ══════════════ Dos cosas que debes saber: 1 - Cada día mandamos un email con una idea, estrategia o reflexión privada para que avances más rápido en tu camino como inversor. El de hoy ya te lo has perdido, si quieres recibir el de mañana, te apuntas en: https://locosdewallstreet.com/7-errores/ 2 - Al apuntarte recibes un video titulado «7 errores fatales (muy habituales) en la selección de oportunidades en bolsa». Me da igual en lo que inviertas, tus años de experiencia o el tamaño de tu cartera. Si inviertes deberías verlo (antes de tomar una decisión de la que poder arrepentirte). Lo recibes al apuntarte en nuestra newsletter aquí: https://locosdewallstreet.com/7-errores/ ══════════════ DISCLAIMER El contenido de este canal de YouTube tiene exclusivamente fines educativos y no constituye asesoramiento financiero ni recomendaciones de inversión. Todos los temas tratados están diseñados para ayudar a los espectadores a entender mejor el mundo de las finanzas, pero las decisiones de inversión deben tomarse de forma personal y bajo la responsabilidad de cada individuo. Invertir en mercados financieros conlleva riesgos significativos debido a su complejidad y volatilidad. Es posible perder parte o la totalidad del capital invertido. Por ello, es fundamental que realices tu propio análisis antes de tomar cualquier decisión y, si lo consideras necesario, consultes con un profesional financiero acreditado. Recomendamos: - Contar con un fondo de emergencia equivalente a al menos tres meses de tus gastos básicos antes de invertir. - Analizar muy detenidamente y con precisión cualquier inversión. - En caso de duda consultes con un asesor financiero certificado por CNMV - Mantenerte alejado de promesas de rentabilidades astronómicas, dinero rápido u otros esquemas engañosos. En Locos de Wall Street, nuestra misión es fomentar una educación financiera sólida, ética y accesible para todos, ayudando a nuestros seguidores a tomar decisiones informadas y responsables. ══════════════

The latest in business, financial, and market news and how it impacts your money, reported by CNBC's Peter Schacknow Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Terwijl AB InBev eindelijk weer meer bier verkoopt, flikkeren volop de lichtjes van wat Warren Buffet 'het beurscasino' noemt. Tijd om winst te nemen of moet het lekkerste pintje nog getapt worden? Hamstert u best cash à la Buffett of gaat u all in à la Ackman? De Beursvoyeurs bespreken de opties deze week met Thomas Stul, senior strateeg bij Belfius Asset Management. Ook luisteraar Nicolas consulteert ons panel. Waarom doet de defensiesector het beduidend minder goed op dit moment in portefeuille? Ontdek hun advies hier!Meer info over het tijdelijk aanbod van De Belegger via: belegger.be/tijdelijkHost: Tomas De Soete Gasten: Gert Bakelants, Thomas Stul en Ellen Vermorgen Redactie en productie: Anne-Sophie MoermanSee omnystudio.com/listener for privacy information.

Pershing Square Founder and CEO Bill Ackman says succession at the company is already in place. Speaking with Bloomberg's Dani Burger at the Milken Institute Global Conference in Beverly Hills, California, Ackman also discusses his bid for Universal Music Group, the rise of prediction markets and offers his views on New York City Mayor Zohran Mamdani.See omnystudio.com/listener for privacy information.

Today's top stories, with context, in just 15 minutes.On today's podcast:1) Brent oil rallied to a four-year high after Axios reported that US President Trump will receive a briefing on new military options for action in Iran. The US and Iran have maintained their blockade of the Strait of Hormuz, with the conflict in the Middle East called the biggest supply shock in history by the International Energy Agency.2) Alphabet's Google is seeing a clear payoff from its AI spending, with solid growth at its cloud computing unit and a "meaningful acceleration in growth" driven by demand for its AI software and infrastructure. Meta Platforms is lagging behind, with its shares tumbling more than 6% after the company boosted full-year capital expenditures, and its consumer AI app being slower to take off. The four companies, including Amazon and Microsoft, are expected to spend as much as $725 billion in 2026, with a key question being whether that massive spending is providing tangible results.3) Shares of Bill Ackman's Pershing Square USA Ltd. plunged 18% in its debut after the combined initial public offering raised $5 billion. The $5 billion haul was the bare minimum to keep early investors locked into the deal, and fell short of the $25 billion that Pershing Square sought to bring in. Pershing Square USA deserves to trade at a premium to its net assets over time if the newly listed closed-end fund delivers the same outperformance as the hedge fund firm has in the past, Ackman said.See omnystudio.com/listener for privacy information.

Warner Brothers is rebooting Harry Potter as a television series. Bayleigh Ackman and I both enjoy the Harry Potter universe but, given J.K. Rowling's positions on trans rights, we are reluctant to watch the new show. In this conversation Bailey and Jerome talk about the things they enjoy about the Harry Potter universe and question whether or not you can ever really separate the art from the artist.GUEST INFO Bailey Ackman https://www.instagram.com/bayleighackmanYOUTUBE https://youtu.be/n-ipinKUX4s Our website is https://www.bottomlesscoffeeshow.comMORE FROM JEROME https://www.jerometevans.com (contact details and social links are there too)

In this week's Market Maker Podcast, we break down Bill Ackman's high-stakes bid for Universal Music Group, the entertainment giant behind global superstars like Taylor Swift, Sabrina Carpenter and Kendrick Lamar. With the takeover offer estimated at $64.3bn, we unpack the M&A strategy underpinning the deal and why Pershing Square believes a US relisting could unlock significant value.From listing arbitrage to capital structure optimisation, we explore how shifting UMG's listing from Europe to the US could drive a meaningful valuation re-rating. We dive into the mechanics of the transaction, including free float dynamics, liquidity constraints, and why Ackman has strategically reduced his own stake to help enable the relisting.We also compare this approach to other major listing migrations and examine how differences in market structure, investor base, and risk appetite can materially impact pricing. To round things out, we briefly touch on the evolving industry backdrop, including the rise of AI-generated music and what it could mean for the long-term positioning of music rights businesses.A focused episode on modern dealmaking strategy and how financial engineering and market structure can be powerful levers for value creation.(00:00) Intel Deal Breakdown(05:36) Energy & AI Deals(06:40) $64B UMG Bid(07:38) Listing Arbitrage Explained(10:25) Ackman's Strategy(15:06) Free Float & Liquidity(17:33) Music Industry & AI*****Subscribe to the daily Market Maker newsletter

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Hoewel Universal Music Group er op weekbasis bijna 14 procent bij kreeg, heeft het bod van Bill Ackman op het bedrijf weinig kans van slagen. De koers ligt immers nog ver onder het bod, wat erop duidt dat beleggers dit niet zo zien zitten. "Beleggers vragen zich af of grootaandeelhouder Bolloré ermee akkoord zal gaan", legt Corné van Zeijl van Cardano uit. "Hij wil UMG's belang in Spotify verkopen en extra schuld op de balans nemen en dan volgt een reverse takeover." Corné vindt het een fake bod. Peter Siks, onafhankelijk beleggingsexpert, vindt het een lastig bod. "Eigenlijk zegt Ackman: in Amerika zal de koers hoger zijn." Want de bedoeling is dat de notering naar de VS verhuist. "Bovendien heeft Ackman eerder al dingen geprobeerd met UMG en die zijn ook niet doorgegaan." Het bod van Ackman waardeert UMG op 30,40 euro, het aandeel sloot de week af op een koers van 19,425 euro. Over het sentiment zijn beide experts voorzichtig. Peter vraagt zich af of de impact van de hoge olieprijs, die overal in doorwerkt, wel voldoende is ingeprijsd door de markt. Corné vindt ook dat de koersen vrij hoog staan gezien de fragiele wapenstilstand in het Midden-Oosten, maar tekent aan dat de winsten, met name van de techbedrijven, nog steeds erg goed zijn. Daar komt bij dat die bedrijven niet zoveel last hebben van een hogere olieprijs. Verder in de podcast onder anderen aandacht voor KLM, Samsung en Fagron. We bespreken natuurlijk de luisteraarsvragen en de experts geven hun tips. Voor Peter is dat een algemene tip, Corné tipt een AEX-fonds waar hij onlangs zelf ook een positie in heeft genomen. Geniet van de podcast! Let op: alleen het eerste deel is vrij te beluisteren. Wil je de hele podcast (luisteraarsvragen en tips) horen, wordt dan Premium lid van BeursTalk. Dat kost slechts 9,95 per maand, 99 euro voor een heel jaar. Abonneren kan hier!See omnystudio.com/listener for privacy information.

The Beatles, Bløf en Bad Bunny. Totaal verschillende muziek, maar ze hebben hebben één gemene deler: ze zijn namelijk allemaal ondergebracht bij Universal Music Group, een van de grootste en machtigste platenlabels ter wereld. En op dat platenlabel heeft de Amerikaanse miljardair Bill Ackman deze week zijn oog laten vallen: hij wil het label overnemen voor 56 miljard euro. Dat zou een van de grootste overnames in de muziekindustrie zijn.  Waarom wil Ackman zoveel geld neerleggen voor Universal, wat betekent dit voor artiesten, en hoeveel macht hebben platenlabels anno 2026 nog? Jan praat erover met Niels Aalberts, eindredacteur bij 3voor12, het pop-journalistieke platform van de VPRO!

Deze week in de IEX Beleggerspodcast: een Europese dividend-ETF, ASML, UMG, AMG, Veolia, mini-opties en belastingtips van Hans Oudshoorn.Als Hans Oudshoorn te gast is, komt hij nooit met lege handen. Ook dit keer heeft de beleggerstrainer van Saxo Bank een Europees aandeel en een Europese ETF op zak, en geeft hij bovendien wat tips voor het invullen van de belastingaangifte.Met Pieter Kort en IEX-analist Hildo Laman bespreekt hij verder, uiteraard, de gespannen - maar zeker niet paniekgedreven - stemming in de markt, en we staan stil bij een interessant nieuw optieproduct, speciaal voor ETF-beleggers. Deze week in de IEX Beleggerspodcast:Er ligt een analist in de Straat van Hormuz. Wat doet hij daar?De Iran-oorlog: heftige bewegingen, maar zeker geen paniekOlie- en energieprijzen: wat moet je hier als belegger mee?Veolia: een Europese speler in een schaarse grondstofDilemma van de week: Europa of Amerika?Het dividendseizoen breekt aan: waarom dividendbetalers beter presterenNieuwe exportbeperkingen voor ASML: hoe zorgelijk is dat?UMG: het 'bod' dat niemand echt serieus neemtAMG verrast beleggers met een emissieNieuw: mini-opties op ETF's. Handig voor ETF-beleggers!Belastingaangifte: twee tips van Hans OudshoornUitsmijter: een Europees ETF-idee van Hans OudshoornLinks uit deze podcast:Hedge funds shorten massaal Europese aandelenMogelijke nieuwe exportrestricties zijn geen goed nieuws voor ASMLBod op UMG: publiciteitsstuntje van Ackman?Emissie AMG is vooral een strategische keuzeAlles over de optienieuwsbrief van Hildo LamanTerugkijken: Saxo-webinar over mini-optiesTerugkijken: Saxo-webinar over Aangiftetips  

Follow Forbes Talks  Shares of Universal Music Group, the world's largest record label that houses artists like Taylor Swift and Kendrick Lamar, surged early Tuesday after billionaire Bill Ackman's Pershing Square offered to buy the company in a transaction worth about $64 billion. KEY FACTS Shares of UMG are up nearly 10% as of 9 a.m. EST on Tuesday, hours after Ackman's Pershing Square announced a bid to buy the major record label. Pershing Square offered to purchase UMG—which is listed on the Euronext Amsterdam stock exchange—in a transaction that would value the company at €30.40, or about $35.13, per share, and pay €9.4 billion, or $10.86 billion, in cash to UMG shareholders. The transaction would merge the record label with Pershing Square SPARC Holdings, and it would shift UMG's primary stock listing from Amsterdam to the New York Stock Exchange. Ackman said he is looking to buy UMG because its “stock price has languished due to a combination of issues that are unrelated to the performance of its music business,” citing the postponement of UMG's New York stock listing, uncertainty over billionaire Vincent Bolloré's 18% stake, underutilization of its balance sheet and suboptimal investor relations, among other issues. The deal proposed a new employment contract and compensation agreement for UMG CEO Lucian Grainge, and Ackman said the board would be “refreshed” to include Michael Ovitz, co-founder and former chairman of Creative Arts Agency, as its chair with two additional representatives from Pershing Square and members of the current UMG board. Ackman said the cash portion of the transaction would be funded with about $2.9 billion in cash from Pershing Square, $6.2 billion in debt financing and $1.7 billion from selling UMG's stake in Spotify. BACKGROUND Ackman previously expressed interest in UMG in 2021, vowing to buy a 10% stake in UMG through his SPAC, but he abandoned the deal after pushback from regulators. He purchased a 10% stake instead through Pershing Square, and he sat on the company's board of directors until he resigned in 2025, citing other commitments. While on the board, Ackman pushed for UMG to shift to a New York stock listing, saying in 2024 the company “trades at a large discount to its intrinsic value with limited liquidity in significant part due to it not having its primary listing” in the United States. Ackman noted in a slide deck posted to his X account Tuesday morning UMG's shares are down 39% from its peak two years ago, saying it is “trading near an all-time low.” CHIEF CRITICS Nicolas Marmurek, an analyst at Square Global, told Bloomberg the proposal “looks very much dead from the start” unless Bolloré supports the acquisition. “We doubt Bolloré will accept such terms, and had Bolloré been on board he would be recommending the transaction. This is very much a move by Pershing Square to put the proposal in front of shareholders,” Marmurek said. Read the full story on Forbes: By Conor Murray https://www.forbes.com/sites/conormurray/2026/04/07/universal-music-group-shares-surge-after-bill-ackmans-pershing-square-offers-to-purchase-label/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Zu unserem Whatsapp-Newsletter: https://www.whatsapp.com/channel/0029VaMpX3bDjiOUINh85d3P Erfahre hier mehr über unseren Partner Scalable Capital - dem Broker mit einem der besten YouTube-Kanäle zu Aktien & Investments. https://www.youtube.com/@scalable.capital/videos Bill Ackman will Universal Music kaufen. Gilead übernimmt Tubulis für 5 Mrd. $. Intel arbeitet mit Musk an Terafab. Broadcom sichert sich Google-Deal bis 2031. Apple stolpert über faltbares iPhone. Leonardo verliert CEO. Trump droht aber einigt sich auf Waffenstillstand. Die Rüstungsbranche im Wandel: Billige Drohnen schlagen teure Systeme. Christian Röhl erklärt, warum Massenproduktion wichtiger wird als High-End-Manufaktur. Es geht um LIG Nex1 und zwei asiatische Rüstungs-ETFs (WKN: A41U4N & WKN: A419AU). Diesen Podcast vom 08.04.2026, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung. Learn more about your ad choices. Visit megaphone.fm/adchoices

Today's MadTech Daily covers Publicis acquiring 160/90 to expand its sports marketing capabilities and Ackman targeting €55bn takeover of Universal Music Group in bid to unlock value. We also look at Netflix launching a kids gaming app while an Italian court rules its price hikes illegal. 

Billionaire activist investor Bill Ackman is making a play for Taylor Swift's record label in a deal that Reuters values at around $64 billion. Ackman wants his investment firm, Pershing Square Capital Management, to take over Universal Music Group. This morning, we'll dig into the news. Then, we continue our trip along Route 66 and visit Northern Arizona University, which has designated this academic year the “Year of AI Empowerment.”

Billionaire activist investor Bill Ackman is making a play for Taylor Swift's record label in a deal that Reuters values at around $64 billion. Ackman wants his investment firm, Pershing Square Capital Management, to take over Universal Music Group. This morning, we'll dig into the news. Then, we continue our trip along Route 66 and visit Northern Arizona University, which has designated this academic year the “Year of AI Empowerment.”

En el episodio de hoy de VG Daily, Andre Dos Santos y Valentina Orduz analizan la jornada bajo el peso del ultimátum de Trump a Irán: reabrir el Estrecho de Ormuz o enfrentar ataques sobre su infraestructura energética.El crudo cotiza por encima de los cien dólares con el Estrecho aún cerrado y Teherán rechazando tanto el plan de alto al fuego propuesto por Washington como cualquier negociación directa. Se publican hoy los pedidos de bienes duraderos de febrero, con lecturas previas que venían por debajo de las proyecciones del mercado.Broadcom divulga acuerdos con Google para desarrollar próximas generaciones de TPUs y con Anthropic para suministrarle varios gigavatios de capacidad de cómputo a partir de 2027; Anthropic revela simultáneamente que su tasa de ingresos anualizados superó los treinta mil millones de dólares. Pershing Square, el fondo de Bill Ackman, presenta una oferta no vinculante sobre Universal Music Group con una prima superior al 75% sobre su cotización reciente.

Alwéér een AEX-bedrijf dat de index misschien wel gaat verlaten. Ditmaal is het Universal Music Group. Er ligt een overnamebod voor het grootste platenlabel ter wereld. Investeerder Bill Ackman wil er met zijn Pershing Square 56 miljard euro voor betalen om het bedrijf naar de VS te halen. Via een overname met een dikke premie wil Ackman dat voor elkaar krijgen. Gaat UMG daarvoor vallen? Dat hoor je in deze aflevering. Verder hebben we het over verbazingwekkende cijfers van Samsung. Daar moeten beleggers zich klaar voor maken, zegt Samsung zelf. De winst over het afgelopen kwartaal gaat 8 keer hoger uitvallen dan een jaar terug, denken ze. Is dit een eenmalige treffer of nog maar het begin van de terugkeer van de chipmaker? Je krijgt uiteraard ook het laatste nieuws over de oorlog in Iran. De VS voerde de langverwachte en lang gevreesde aanvallen uit op het belangrijke eiland Kharg. En Trump dreigt om een 'beschaving weg te vagen' als Iran niet met zijn voorwaarden voor een staakt-het-vuren akkoord gaat. Toch zijn beleggers niet echt onder de indruk. Je hoort ook nog hoe Elon Musk een extra zakcent probeert te verdienen aan de beursgang van zijn SpaceX. En waarom Apple-beleggers schrikken van de plannen voor de vouwbare iPhone die later dit jaar uit moet komen. Te gast: Arend Jan Kamp van Stockwatch.nl BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en is redacteur bij de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie. Van Musk tot Microsoft en van Ahold tot ASML. Wij vertellen je wat beleggers bezighoudt, wie de markten in beweging zet en wat dat betekent voor jouw beleggingsportefeuille.See omnystudio.com/listener for privacy information.

Seduta negativa per Leonardo tra incertezze sul management, mentre Commerzbank respinge l'ops di Unicredit. Forte spinta dai chip AI per Samsung con utili record, mentre Anthropic accelera e sfida OpenAI sul fatturato. Nel settore M&A, Pershing Square lancia un'offerta su Universal Music, ridisegnando gli equilibri nel comparto media globale. Learn more about your ad choices. Visit megaphone.fm/adchoices

Alwéér een AEX-bedrijf dat de index misschien wel gaat verlaten. Ditmaal is het Universal Music Group. Er ligt een overnamebod voor het grootste platenlabel ter wereld. Investeerder Bill Ackman wil er met zijn Pershing Square 56 miljard euro voor betalen om het bedrijf naar de VS te halen. Via een overname met een dikke premie wil Ackman dat voor elkaar krijgen. Gaat UMG daarvoor vallen? Dat hoor je in deze aflevering. Verder hebben we het over verbazingwekkende cijfers van Samsung. Daar moeten beleggers zich klaar voor maken, zegt Samsung zelf. De winst over het afgelopen kwartaal gaat 8 keer hoger uitvallen dan een jaar terug, denken ze. Is dit een eenmalige treffer of nog maar het begin van de terugkeer van de chipmaker? Je krijgt uiteraard ook het laatste nieuws over de oorlog in Iran. De VS voerde de langverwachte en lang gevreesde aanvallen uit op het belangrijke eiland Kharg. En Trump dreigt om een 'beschaving weg te vagen' als Iran niet met zijn voorwaarden voor een staakt-het-vuren akkoord gaat. Toch zijn beleggers niet echt onder de indruk. Je hoort ook nog hoe Elon Musk een extra zakcent probeert te verdienen aan de beursgang van zijn SpaceX. En waarom Apple-beleggers schrikken van de plannen voor de vouwbare iPhone die later dit jaar uit moet komen. Te gast: Arend Jan Kamp van Stockwatch.nl BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en is redacteur bij de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie. Van Musk tot Microsoft en van Ahold tot ASML. Wij vertellen je wat beleggers bezighoudt, wie de markten in beweging zet en wat dat betekent voor jouw beleggingsportefeuille.See omnystudio.com/listener for privacy information.

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:(00:00) Introduction(05:23) Exploring Alternative Asset Managers(15:26) Nike's Earnings (21:08) Bill Ackman's Controversial Strategies(39:06) Nicotine Pouches and Market Competition(40:59) Universal Music Group: Valuation and Future Prospects(44:03) Tesla's Production and Delivery Challenges(48:57) Asian Market Investments and ETF Strategies(52:00) SpaceX IPO and Market Implications(57:13) NASDAQ Changes and Retail Investor Impact**********************************Subscribe to Emerging Moats Research: emergingmoats.com *********************************************************************Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: https://www.interactivebrokers.com/ Interactive Brokers is a member of SIPC. *********************************************************************Check out Value Spotlight: Stockwriteup.com *********************************************************************Fiscal.ai is building the future of financial data.With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat *********************************************************************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

Season 6, Episode 1: Season 6 of the No Cap Podcast kicks off with a masterclass in Opportunity Zone (OZ) equity. Jack and Alex sit down with Jordan Brustein & Andrew Rudy from Ackman-Ziff to explore how they've carved out a unique niche in structured finance. Jordan and Andrew break down the creative evolution of the OZ market, detailing innovative preferred equity structures that solve the 10-year hold challenge for developers. From ground-up developments to post-CO recapitalizations, learn how these capital market experts are resetting the clock on distressed assets and preparing for the next era of "OZ 2.0." Whether you're a developer or an investor, this episode is a must-listen for navigating today's complex financing environment. Shoutout to our sponsor, Appfolio. The growth engine transforming how firms handle investor relations and distributions. TOPICS 00:00 – Introduction 01:54 – Ackman-Ziff's History and Focus on Structured Finance 03:21 – Carving a Niche in the Opportunity Zone Space 04:35 – Structuring Preferred Equity for a 10-Year Hold 08:55 – Financing Ground-Up Development with OZ Pref 14:52 – The Math: 10-Year Outlook and Positive Leverage 18:05 – Opportunity Zone Fundamentals and Tax Benefits 21:28 – Strategic Recaps: Injecting New OZ Equity Post-CO 25:13 – Navigating Qualified Opportunity Zone Compliance 30:10 – OZ 2.0: Future Outlook and Global Gain Trends 37:21 – Case Study: $200M Recapitalization in Washington D.C. 48:41 – The Cycle of Common Equity vs. Private Credit For more episodes of No Cap by CRE Daily visit https://www.credaily.com/podcast/ Watch this episode on YouTube: https://www.youtube.com/@NoCapCREDaily About No Cap Podcast Commercial real estate is a $20 trillion industry and a force that shapes America's economic fabric and culture. No Cap by CRE Daily is the commercial real estate podcast that gives you an unfiltered ”No Cap” look into the industry's biggest trends and the money game behind them. Each week co-hosts Jack Stone and Alex Gornik break down the latest headlines with some of the most influential and entertaining figures in commercial real estate. About CRE Daily  CRE Daily is a digital media company covering the business of commercial real estate. Our mission is to empower professionals with the knowledge they need to make smarter decisions and do more business. We do this through our flagship newsletter (CRE Daily) which is read by 65,000+ investors, developers, brokers, and business leaders across the country. Our smart brevity format combined with need-to-know trends has made us one of the fastest growing media brands in commercial real estate.

Erfahre hier mehr über unseren Partner Scalable Capital - dem Broker mit einem der besten YouTube-Kanäle zu Aktien & Investments. https://www.youtube.com/@scalable.capital/videos BioNTech-Gründer sind weg. Evotec fällt. Ackman bringt Pershing Square an Börse. Meta kauft KI-Netzwerk Moltbook. NVIDIA investiert in Mira Muratis Startup. Salesforce & Amazon haben Anleihen. Oracle hat Zahlen. VW (WKN: 766403) hat neue Zahlen. Krise ist weiter da. Aber wie schlimm? Haben wir mit Jürgen Pieper und Nikolaj Schmolcke diskutiert. Der Ölpreis schwankt zwischen 120 und unter 90 Dollar an einem Tag. Gold hält sich stabil. Der Dollar bleibt sicherer Hafen. Was grade los ist, haben wir mit Christian Röhl besprochen - dem Chief Economist von Scalable Capital. Diesen Podcast vom 11.03.2026, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung.

This episode features a large news slate: Meta gets $2B boost from Ackman's Pershing Square, McDonald's US sales surge amid focus on affordability, Social media not 'clinically : addictive,' per Instagram CEO. QOFTW: Rapid Firehttps://www.instagram.com/delano.saporu/?hl=en. Connect with me here also: https://newstreetadvisorsgroup.com/social/. Want to support the show? Feel free to do so here! https://anchor.fm/delano-saporu4/support. Thank you for listening.

Hear the Remember When Legends interviews live each Sunday on 3AW at 9.15pm or catch up weekly here.See omnystudio.com/listener for privacy information.

My interview with Larry Goldberg (aka Tesla Larry) all about the upcoming SpaceX IPO. We go over in depth Bill Ackman's public proposal to help SpaceX with a SPARC offering, essentially allowing the company to go public bypassing the traditional investment banking process. This innovative proposal has created a lot of waves in the Tesla / Elon Musk / SpaceX community as the IPO rumors continue to heat up. Overall I think it's good we have this new alternative to consider, it will help with negotiating with the banks and gives Tesla investors a shot at getting SpaceX shares.Tesla Larry on X: https://x.com/TeslaLarry0:00 Larry Goldberg aka Tesla Larry0:42 Bill Ackman's SPARK SpaceX IPO Proposal1:31 SPACs and Disrupting The IPO Process6:12 Ackman's Disruptive Proposal on X24:23 How Tesla Investors Get Early SpaceX AccessMy X:   / gfilche  HyperChange Patreon :)   / hyperchange   Disclaimer: Larry and I are investors in Tesla & SpaceX and nothing in this show is financial advice.

Dette er episode 345 av Tid er penger.Episoden dekker hatter, kyr, stein i skoen, problemer i masse selskaper, USA vs EU, FOMC, mellommenn, Abu Dhabi, MSFT, Ackman og masse mer. Alle tjenester Tid er penger leverer til lyttere kan du finne på vår nye, enkle hjemmeside: www.tiderpenger.noDer finner du:LinkedIn-sideSpotfyRSSDiscord chatBlueskyNyhetsbrevFacebook-gruppePatreonBokanbefalingerPeters CVMail Hosted on Acast. See acast.com/privacy for more information.

On this episode of Right On Radio, host Jeff takes listeners through a wide-ranging, high-perspective review of breaking developments: the latest around the Jeffrey Epstein file releases and mounting calls for accountability, a provocative financial blueprint from billionaire Bill Ackman to return Fannie Mae and Freddie Mac to market ownership, and the idea of a U.S. Sovereign Wealth Fund that could funnel dividends to citizens. Jeff breaks down Ackman's three-step proposal to convert taxpayers' stake in the GSEs into formal ownership, relist the companies on the stock market, and the broader implications for Trump-era plans to monetize public assets. He ties these financial shifts to ongoing political battles — attacks on the Federal Reserve, tariff dividends, and high-level stock and corporate stake moves. The show features and summarizes clips and statements from news figures and politicians: coverage of Rep. James Comer's push for subpoenas (including Bill and Hillary Clinton), commentary from Just the News/John Solomon, a critical look at Pam Bondi's DOJ press conference, Tucker Carlson's reactions, and Speaker Mike Johnson's national-security concerns about declassification. Jeff also highlights recent indictments and allegations — including a federal indictment involving Rep. Sheila Cherfilus McCormick and Nancy Mace's reporting on dismissed pedophilia cases in South Carolina — as signs of a growing justice narrative. Jeff contextualizes archival and investigative clips — from Geraldo Rivera's reporting to historical allegations of ritual abuse and international cases — to explain how these stories have circulated through media and why they matter now. He discusses the political theater surrounding release of evidence, the potential for rapid, targeted prosecutions, and the ways disclosure might upend existing power structures. The episode connects domestic revelations to global tensions: Britain's internal cultural and security flashpoints, reports of a Russian vessel mapping undersea infrastructure, the UN Board of Peace votes (and abstentions by China and Russia), and how geopolitical distraction can intersect with domestic scandal. Jeff argues these threads point to a larger transition in systems of power and calls for spiritual and community preparedness. Listeners are given a viewer-discretion warning before segments describing alleged abuse and ritualized crimes. The program also includes a short sponsor message for Coriolus versicolor immune-support supplements and information on supporting Right On Radio and Jeff's "Decoding the Power of Three" course. Expect analysis, sourced clips, speculation about how and when disclosures might land, and a combination of political, financial, and cultural commentary aimed at helping listeners see what Jeff describes as a convergence of events reshaping institutions and power. Want to Understand and Explain Everything Biblically?  Click Here: Decoding the Power of Three: Understand and Explain Everything or go to www.rightonu.com and click learn more.  Thank you for Listening to Right on Radio. Prayerfully consider supporting Right on Radio. Click Here for all links, Right on Community ROC, Podcast web links, Freebies, Products (healing mushrooms, EMP Protection) Social media, courses and more... https://linktr.ee/RightonRadio Live Right in the Real World! We talk God and Politics, Faith Based Broadcast News, views, Opinions and Attitudes We are Your News Now. Keep the Faith

In episode 1967, Jack and Miles are joined by comedian, Zahra Noorbakhsh, to discuss… Insurance Lawyer Lady F**ked Up Big Time? Being Epstein’s “Wingman” Isn’t Helping Larry Summers’ Career, Billionaire Out Here Telling Us How To Make Life Better, This Warner Bros. Discovery Sale Is A Disaster In The Making and more! Disability rights activist and author Alice Wong dies at 51 Judge says possible errors by Lindsey Halligan could imperil Comey case Lindsey Halligan says full grand jury never saw final indictment it handed up against Comey Harvard professor cozied up to his 'wingman' Epstein to get sex tips, emails reveal Larry Summers resigns from OpenAI board as scrutiny over Jeffrey Epstein emails intensifies New York Times cuts ties with Larry Summers over Epstein emails How Could Larry Summers Be So Stupid? Larry Summers began his class yesterday by expressing the shame he feels over his past involvement with Jeffery Epstein VIDEO: Harvard Student Records Larry Summers Addressing Epstein Link Before Class Harvard to investigate Larry Summers’s Epstein ties as he exits OpenAI board Billionaire Out Here Telling Us How To Make Life Better Warner Bros. Discovery Bids Are Due This Week. How Do Paramount, Netflix, Comcast Stack Up? As Warner Bros Goes Up for Sale, Where Would Hollywood Be Without the Iconic Studio? Warner Bros. Discovery officially hangs a ‘for sale’ sign around company Who Will Win Hollywood’s Big Prize? Netflix stock falls amid scrutiny of potential Warner Bros. Discovery bid Paramount Skydance prepares $71bn bid for Warner Bros Discovery: Report Senators Ask DOJ for “Non-Biased” Review of Any Deal for Warner Bros. Discovery Amid “Cloud of Political Favoritism and Corruption” (Exclusive) Trump Throws Support Behind Paramount’s Warner Bros. Discovery Bid | Report Bari Weiss named editor-in-chief of CBS News under Free Press-Paramount deal Warner Bros.’ Sale Is a ‘Red Alert’ Moment for Theaters LISTEN: Earthshaker by PhantogramSee omnystudio.com/listener for privacy information.

Defense Attorney Arthur Aidala calls into the program to talk about their frustrations with billionaire Bill Ackman, scrutinizing his political alliances and perceived lack of integrity. Ackman, initially supporting Eric Adams and Andrew Cuomo, later extended an olive branch to the newly elected mayor, Mamdani, which they view as hypocritical. Aidala and Rosenberg also touch on political friendships, the concept of integrity among wealthy individuals, and hypothetical scenarios involving antisemitism positions in New York City. They emphasize the resilience of New Yorkers through various crises, highlighting their commitment to the city's well-being despite political challenges. Learn more about your ad choices. Visit megaphone.fm/adchoices

LISTEN and SUBSCRIBE on:Apple Podcasts: https://podcasts.apple.com/us/podcast/watchdog-on-wall-street-with-chris-markowski/id570687608 Spotify: https://open.spotify.com/show/2PtgPvJvqc2gkpGIkNMR5i WATCH and SUBSCRIBE on:https://www.youtube.com/@WatchdogOnWallstreet/featured  Chris takes aim at hedge-fund titan Bill Ackman, calling out his COVID-era market theatrics and sudden attempt to cozy up to Mayor-elect Zoran Mamdani after backing Cuomo with millions. From fear-mongering on CNBC to congratulatory tweets dripping with opportunism, Ackman's latest move highlights the Wall Street obsession with power and influence. While some billionaires chase clout, Chris reminds listeners what real wealth is about: building, preserving and staying grounded.

Defense Attorney Arthur Aidala calls into the program to talk about their frustrations with billionaire Bill Ackman, scrutinizing his political alliances and perceived lack of integrity. Ackman, initially supporting Eric Adams and Andrew Cuomo, later extended an olive branch to the newly elected mayor, Mamdani, which they view as hypocritical. Aidala and Rosenberg also touch on political friendships, the concept of integrity among wealthy individuals, and hypothetical scenarios involving antisemitism positions in New York City. They emphasize the resilience of New Yorkers through various crises, highlighting their commitment to the city's well-being despite political challenges. Learn more about your ad choices. Visit megaphone.fm/adchoices

Well, better late than never, that's what they say, right? To make up for our tardiness, we bring you "two GD hours" of prime podcasting. We discuss the "ceasefire" in Gaza, Nick's braggadocious dreams about Bill "AIPACman" Ackman, then go down a politics rabbit hole from Graham Platner to Adelita Grijalva to Katie Porter to Marjorie Taylor Greene as we try to diagnose the Democratic Party's failure to court disaffected voters. We bring the discussion back home with Nick's recounting of a Wisconsin gubernatorial candidate's candor about their marital strifes and outlandish proposals. Then, Nick recites all of the nicknames Shawn gave Gus in the TV show Psych, trying to pick a favorite and Alex brags about his baseball achievements. To bring it all home, Nick takes NYTimes quizzes on basketball and being a "true New Yorker".Chapters:0:00 - Catching Up: Podcast Delays and Global Concerns4:19 - Unpacking the Gaza Ceasefire and a Bizarre Bill Ackman Dream8:45 - The Shady Reality and Fragility of the Gaza Ceasefire12:25 - Maine Senate Race and Democratic Party's Tone-Deafness18:54 - The Power of Populism and Political Accountability29:15 - Marjorie Taylor Greene's Surprising Stance on Gaza and Domestic Issues33:56 - Wisconsin Politics: Beer Vendors and Psych Subplots39:44 - A Deep Dive into Psych's Seasons, Episodes, and Gus's Nicknames52:22 - From Westworld's Decline to Paul Thomas Anderson's Latest57:00 - Analyzing Donald Trump's 'Fascist Aesthetic' in the White House1:04:34 - Alex's Stellar Performance on the Baseball Diamond1:11:39 - Reading 'Fort Bragg Cartel' and High School Reunion Planning1:18:52 - Testing Nick's NBA Knowledge with a New York Times Quiz1:31:46 - The 'Are You a True New Yorker' Quiz and Episode Wrap-up

Ahead of the annual Goldman Sachs Alternatives Summit, CEO David Solomon discusses the AI bubble, concerns about the private credit markets, and his own firm's growth ambitions. In an extended interview, hedge fund manager Bill Ackman makes his pitch to fellow New Yorkers and business owners: vote in the NYC mayoral election. Ackman underscores the importance of Curtis Sliwa's voters in this election, and he shares his concerns about Zohran Mamdani's plans, should he be elected mayor. Plus, Apple hit an all time high, President Trump has turned to Australia for rare earth minerals, and two members of the ‘Paypal mafia' are sparring over AI on social media. David Solomon - 12:09Bill Ackman - 34:35 In this episode:Bill Ackman, @BillAckmanJoe Kernen, @JoeSquawk Becky Quick, @BeckyQuickAndrew Ross Sorkin, @andrewrsorkinCameron Costa, @CameronCostaNY Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:(00:00) Introduction (01:13) AI and E-commerce: Shopify's Partnership with OpenAI(07:25) Nike's Earnings Report: Challenges and Market Position(14:09) The Emergence of the Texas Stock Exchange(22:58) Never Sell Stocks: Criteria and Personal Picks(44:47) Spotify's Leadership Transition and Its Implications(48:21) Project Kuiper: Amazon's Ambitious Venture(51:58) Portillo's: A Fresh Perspective on a Struggling Stock(52:52) Electronic Arts: The Largest Leveraged Buyout Ever(58:23) Bill Ackman's Shareholder Letter Insights*****************************************************JOIN OUR NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.com/ *********************************************************************Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: https://www.interactivebrokers.com/ Interactive Brokers is a member of SIPC. *********************************************************************Fiscal.ai is building the future of financial data.With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat *********************************************************************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

Ryan D on X   / ryliberty    Ryan's store https://anti-neocon.myshopify.com/ Watch RYAN D on Epstein Coverup https://youtube.com/live/4dt6F1RZZog Who Is Ghislaine Maxwell? From Prince Andrew to Epstein's Baby Farms - John Sweeney    • Who Is Ghislaine Maxwell? From Prince Andr...  Epstein's Niece Exposes ALL    • Epstein's Niece Exposes ALL From Bill Clin...  Watch full EPSTEIN Was INTELLIGENCE! Ari Ben Menashe podcast:    • EPSTEIN Was ISRAELI INTELLIGENCE! Ari Ben ...  UNTOUCHABLE - Jimmy S documentary    • UNTOUCHABLE - Jimmy Savile documentary by ...  ADOPTED KID'S CA HORROR STORY & BOYS TOWN! PASTOR Eddie https://youtube.com/live/vD3SGWpnfyM Watch Used By ELITES From Age 6 - Survivor Kelly Patterson https://youtube.com/live/nkKkIfLkRx0 KELLY'S 2 HOUR VIDEO ON VIRGINIA    • Virginia Giuffre: What Really Happened? Mi...  BOOK LINKS: Who Killed Epstein? Prince Andrew or Bill Clinton by Shaun Attwood UK: https://www.amazon.co.uk/dp/B093QK1GS1 USA: https://www.amazon.com/dp/B093QK1GS1 Worldwide: https://books2read.com/u/bQjGQD All of Shaun's books on Amazon UK: https://www.amazon.co.uk/stores/Shaun... All of Shaun's books on Amazon USA: https://www.amazon.com/stores/Shaun-A... #podcast #truecrime #news  #usa #youtube  #people #uk #princeandrew #royal #royalfamily #TRUMP #MUSK

In this episode of What's New with ME, we dive into three of the most talked-about stories shaking politics, media, and public trust.

Candace Owens accuses billionaire Bill Ackman of staging an “intervention” with Charlie Kirk over Israel. Ackman fires back with receipts, while Kirk's inner circle and Candace's critics question her motives. Pat and the panel break down the feud, facts, and fallout.

Time Stamps:5:22 - Trump on Kirk/ Trump and Bondi on 1A20:01 - Foreign Policy Round-up44:15 - Kirk Killing Updates1:28:49 - Ackman's Intervention1:52:18 - Kooky Kirk Theories2:12:25 - Spacey's Spooky PastWelcome to The Morning Dump, where we dive headfirst into the deep end of the pool of current events, conspiracy, and everything in between. Join us for a no-holds-barred look at the week's hottest topics, where we flush away the fluff and get straight to the substance.Please consider supporting my work- Patreon- https://www.patreon.com/nowayjose2020 Only costs $2/month and will get you access to episodes earlier than the publicNo Way, Jose! Rumble Channel- https://rumble.com/c/c-3379274  No Way, Jose! YouTube Channel- https://youtube.com/channel/UCzyrpy3eo37eiRTq0cXff0g My Podcast Host- https://redcircle.com/shows/no-way-jose Apple podcasts- https://podcasts.apple.com/us/podcast/no-way-jose/id1546040443 Spotify- https://open.spotify.com/show/0xUIH4pZ0tM1UxARxPe6Th Stitcher- https://www.stitcher.com/show/no-way-jose-2 Amazon Music- https://music.amazon.com/podcasts/41237e28-c365-491c-9a31-2c6ef874d89d/No-Way-Jose Google Podcasts- https://www.google.com/podcasts?feed=aHR0cHM6Ly9mZWVkcy5yZWRjaXJjbGUuY29tL2ZkM2JkYTE3LTg2OTEtNDc5Ny05Mzc2LTc1M2ExZTE4NGQ5Yw%3D%3DRadioPublic- https://radiopublic.com/no-way-jose-6p1BAO Vurbl- https://vurbl.com/station/4qHi6pyWP9B/ Feel free to contact me at thelibertymovementglobal@gmail.com#AckmansIntervention #BillAckmanActivism #AckmanCampusProtest #InvestorIntervention #AckmanHarvardFight #KookyKirkTheories #KirkConspiracy #StarTrekMadness #KookyKirkMyths #KirkFanTheories #KevinSpaceyPast #SpaceyScandals #SpookySpaceySecrets #SpaceyHollywoodGhost #KevinSpaceyComeback #GazaIsraelUpdate #VenezuelaCrisis #ForeignPolicyNews #MiddleEastTensions #GlobalAffairs2025

In this episode of Yet Another Value Podcast Book Club, host Andrew Walker and co-host Byrne Hobart of The Diff discuss Railroader, the biography of Hunter Harrison—one of the most transformative figures in modern railroading. They explore Harrison's management style, capital discipline, and the precision scheduled railroading model he pioneered. The conversation digs into his alliances with Bill Ackman and Paul Hilal, controversial board dynamics, and the balance between performance and persona. Was Harrison a generational genius or just a man with perfect timing? Tune in for a deep probe into leadership, rail strategy, and long-term industry shifts.___________________________________________________________[00:00:00] Podcast and guest introduction[00:01:54] Book focus: 'Railroader' overview[00:03:20] Hunter's train schedule philosophy[00:05:21] Anecdotes of hands-on leadership[00:07:43] Hunter's capital allocation approach[00:09:33] Evaluating Hunter's industry impact[00:12:51] Railroad competition and timing[00:14:59] Railroads' long-term infrastructure value[00:17:05] Extreme management and physical risks[00:19:45] Strategic image and brand building[00:21:09] Customer complaints and PR responses[00:25:59] Precision scheduling adoption industrywide[00:27:36] Ackman and Hillel strategies[00:30:04] Norfolk Southern bid complications[00:33:39] Hunter's bold management targets[00:36:26] CEO succession and board relations[00:40:58] Hunter's final campaign at CSX[00:43:19] Compensation and personal contradictions[00:47:37] Comparison: Ellison vs. Harrison[00:56:22] Wall Street expectations pressureLinks:Yet Another Value Blog: https://www.yetanothervalueblog.com See our legal disclaimer here: https://www.yetanothervalueblog.com/p/legal-and-disclaimer

On this episode of Go Gaddis Real Estate Radio, we unpack billionaire investor Bill Ackman's bold new idea: merging Fannie Mae and Freddie Mac into one giant “mortgage super-company.” What would this mean for homeowners, buyers, and the U.S. housing market? I'll walk you through the history of Fannie and Freddie—from their origins in the Great Depression and the 1970s, through the $191 billion bailout during the 2008 financial crisis, to today where they still back roughly half of all U.S. mortgages. We'll explore why Ackman believes combining them could lower costs, streamline oversight, and potentially cut mortgage rates for everyday borrowers. But it's not all upside. Could putting so much power into one company create a massive single point of failure? Would an IPO truly help taxpayers—or just Wall Street investors? And what political battles stand in the way of reform? If you're thinking about buying, selling, or refinancing, this discussion matters. Even a small change in mortgage rates can save—or cost—you tens of thousands of dollars over the life of a loan. Tune in to hear my take on what this proposed merger could mean for Metro Atlanta homeowners, buyers, and the future of housing in America. And don't miss our next segment, where we break down contingent offers—how they work and when they might be the key to making your next move.

The markets are just waiting for Powell's speech. Low volume, but it doesn't mean there's not opportunities. The technical indicators on some stocks are resetting for a potential move higher. Here are the links to all the sales: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠SAVE ON TRENDSPIDER - GET THE ANNUAL SUBSCRIPTION TO GET MY 4 HOUR ALGORITHM ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Any reaction is an over reaction - that's what today's episode is all about. If you want to see any of the articles or charts mentioned - they are IN THE NEWSLETTER. It's FREE - you can even read it without signing up. https://dailystockpick.substack.com/I think this is a great all around episode for new and seasoned investors or traders. Here are the links to all the sales: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠SAVE ON TRENDSPIDER - GET THE ANNUAL SUBSCRIPTION TO GET MY 4 HOUR ALGORITHM ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Wimbledon ends with maybe not the champions we chose but the ones we were given. Iga Swiatek honed her grass game and unleashed an almighty tempest to beat Amanda Anisimova with the loss of zero games. Jannik Sinner snapped his 5-match skid against chief rival Carlos Alcaraz by pounding his way to the title. We cover the very human and predictable limitations of electronic line calling, Sally Jenkins' (warranted) hit piece on John McEnroe, and our lasting impressions of London. You can also expect us to discuss the embarrassing display of billionaire worship that occurred when “activist investor” Bill Ackman got an undeserved wild card to the Hall of Fame Open. 2:10 Dorothea Lambert Chambers thought her record was safe; Iga thought otherwise 16:10 Amanda's journey to the Wimbledon final  21:05 Dimitrov and Djokovic injuries ease Sinner's path 26:15 What happened, Carlitos? 35:15 Jonathan's addendum on Swiatek's season so far 38:50 Electronic line calling is fallible after all! 45:15 Ackman at the Newport Casino as we enter a new and dark Gilded Age  52:20 Sally Jenkins says what fans have been saying for years: fire McEnroe  58:20 Last notes from London

Story of the Week (DR):NEO turnover week MMApple CFO and COO resign, raising questions about CEO Tim Cook's futureApple CEO succession plan blown open as most obvious candidate to step downChief Operating Officer (COO) Jeff Williams, 62, will retire at the end of this year. Following the retirement of former Chief Financial Officer (CFO) Luca Maestri, 61, last year, the departure of these 'key figures in growth' seems to signal a significant generational shift within Apple.Meet Apple's next COO Sahib Khan, a 30-year veteran who will oversee the iPhone maker's supply chain amid the ‘Trump tariff black cloud'Twitter/X CEO Linda Yaccarino quits after Grok AI praises HitlerWendy's CEO Kirk Tanner Leaving Burger Giant for HersheyIs this another Peltz failure? Tanner has been CEO of Wendy's since only February 2024Trian Fund Management controls two board seats:Peter May (29%): director since 1993; former Wendy's executive; Founding Partner of Trian; chair of Capital and Investment committee, chair of Technology Committee, member of Compensation Committee, member of Corporate Social Responsibility committee, and member of Executive committee.Matthew Peltz (31%): son of Nelson; Partner of Trian; chair of Corporate Social Responsibility committee, member of Capital and Investment committee, member of Technology Committee, and member of Executive committee.Matthew resigned in same 8-k mentioning the CEO's departure and will be replaced by his brother Bradley Peltz; drafted by the Ottawa Senators and played in the Senators' organization from September 2012 to January 2013.Always my favorite line: “There are no arrangements or understandings between Mr. B. Peltz and any other persons pursuant to which Mr. B. Peltz was selected as a director.”His photo on website:leaving Tanner (8%) with a small voiceGolden hello at Hershey: (i) $7M RSU Award (ii) $4M PSU Award, (iii) an additional $1.2M Pro-Rata 2025 RSU Award, and (iv) an additional $2.2M Pro-Rata 2025 RSU AwardWendy's: salary $1M; 175% annual target; $6M annual equity targetHershey: $1.25M/180%/$9MAlso Kristin Dolan, James Dolan wifeHershey not much different: controlled by Hershey Trust and several Hershey Trust directorsInterim CEO is CFO Ken Cook, who started in December 2024Tesla announces Nov. annual meeting under pressure from shareholders, but may still be skirting lawElon Musk's Tesla finally sets a shareholder meeting date amid doubts about his long-denied $56 billion pay packageThe exciting Item 5.08 (which I never see): “The board of directors (the “Board”) of Tesla, Inc. (“Tesla”) has designated November 6, 2025 as the date of Tesla's 2025 annual meeting of shareholders (the “2025 Annual Meeting”).”T-Mobile follows orders from Trump FCC, ends DEI to get two mergers approved"As T-Mobile indicated earlier this year, we recognize that the legal and policy landscape surrounding DEI under federal law has changed and we remain fully committed to ensuring that T-Mobile does not have any policies or practices that enable invidious discrimination, whether in fulfillment of DEI or any other purpose," T-Mobile General Counsel Mark Nelson wrote in a July 8 letter that was posted to the Federal Communications Commission's filings website yesterday. "We have conducted a comprehensive review of T-Mobile's policies, programs, and activities, and pursuant to this review, T-Mobile is ending its DEI-related policies as described below, not just in name, but in substance."CEO Mike Sievert: CNN Business recognized Mike as “CEO of the Year” in 2022, and Yale honored him in 2024 with its “Legend in Leadership Award,” in part due to the impact of these initiatives.UPS Drivers Are Battling Deadly Heat—Without A.C. in Their TrucksWhy is the company dragging its heels on updating the vehicles, as the new union contract requires?As part of the contract the union negotiated with UPS in 2023, the company is now required to provide workers with several protections against the kind of extreme heat many of them are facing across the U.S. right now. Those include readily available clean water and ice, as well as access to “cool zones” and the right to take and extend breaks when they feel overheated. The contract further mandated UPS to install fans in the largely non-air-conditioned warehouses where packages are sorted and loaded, and in the front of vehicles. Delivery trucks have also been outfitted with heat exhaust shields and vents. UPS Teamsters, though, are still waiting on some of these historic protections. UPS is required to equip its fleet with at least 28,000 new air-conditioned delivery trucks by the time the current contract expires in 2028; toward that end, all new vans UPS purchases after January 1, 2024, are supposed to have air conditioning. As of last summer, CNN reported, it hadn't bought any. UPS Brand Management Representative Becca Hunnicut did not directly answer my questions about whether UPS has purchased any new delivery vehicles equipped with air conditioning since the beginning of 2024 and if any of its delivery trucks currently have air conditioning. She wrote over email that the company is “installing air conditioning in all new delivery vehicles we buy and adding them as quickly as possible,” adding that UPS does not “publicly share the number of vehicles we purchase” and that it is “prioritizing deployment in the hottest regions.”Goodliest of the Week (MM/DR):DR: ‘Prevention is better than remedy': majority of investors say governance gaps attract activists, research shows MM DR84 percent of investors polled, who hail from North America, Europe (including the UK) and Asia, said that poor governance was the main driver of activist investor attention.Investors also largely (71 percent) favor activism targeting the board on governance and management change versus operational (10 percent), balance sheet (3 percent) or M&A activism (3 percent)MM: Tesla announces Nov. annual meeting under pressure from shareholders, but may still be skirting lawAssholiest of the Week (MM):Democracy73% of votes cast in alternative democracy were for directors in the US0.01% of directors up for a vote were voted out - incumbency rulesWe know governance in corporations isn't working, and it's the primary driver of activism: ‘Prevention is better than remedy': majority of investors say governance gaps attract activists, research showsGovernance proponents were the only winners in the shareholder proposal space with an 18% win rateWe know money doesn't care nearly as much about performance as it cares about power status quo:Vote Gap - directors batting .333 or lower on TSR vs. average vote at the companyAverage vote gap was actually +1.3% - bottom directors outperformed average vote at the companiesWe know that only 22% of US directors have “merit”, but we know that more than 1 in 4 directors are connected to each other through other boards and non profits - including the CEOSo we should all fucking lose our minds when…New York's Financial Crowd Rushes to Build Anti-Mamdani War Chest - no more buying electionsJamie Dimon criticizes Zohran Mamdani as 'Marxist,' blasts Democrats' DEI push: 'Big hearts and little brain' - shut your fat mouthAdvertisersYour ads are now next to AI for middle school boysGrok praises Hitler, gives credit to Musk for removing “woke filters”Grok's harmful outputs come at a time when advertisers have just begun returning to X, after X first sued advocacy groups publishing reports of hate speech on the platform, then sued advertiser groups who boycotted the platform allegedly partly due to those reports. Most recently, X's plan to sue firms that don't buy ads has seemed to pay off, while the Federal Trade Commission has moved to stop advertising boycotts, which may help X avoid losing revenue no matter what Grok is trained to say.Musk says Grok chatbot was 'manipulated' into praising HitlerGrok 4 appears to seek Elon Musk's views when answering controversial questionsNo more hedging “well, he is a brilliant businessman and innovator” - Elon Musk is a fucking nightmare, antisemite, misogynist pig baby.We don't say “Well, Hitler was a brilliant dictator, but you know, Holocaust.” Musk is pure shitbird. Dollar Tree DRNEW RULE: if your CEO pay ratio is more than 5:1, the Aristotle rule, no fucking share buybacksShare Buyback Program Declared by Dollar Tree (NASDAQ:DLTR) Board of Directorsour median employee in fiscal 2024 was a parttime hourly store associate located in the United States.Out of a total population of 209,517 employees, 140,001 were part-time employees and 5,892 were either temporary or seasonal workers.Mr. Creedon's total annual compensation for purposes of the pay ratio was $9,246,835The median employee's total annual compensation for fiscal 2024 was $15,602, resulting in an estimated pay ratio of 592:1.Creedon effectively made is median employee's salary 14 hours into his first 24 hours of the yearThe board approved a buyback of $2.5 billion, with a “B”, equal to roughly 11.5% of outstanding sharesThe annual total paid to part time employees is $2.18 billion - they took a full year of 140,000 people's pay and bought their own stock with it to grease investorsAccording to the internet, a Dollar Tree cashier makes on average $10/hour - you could easy give them $15 and pay for it for TWO YEARS without needing to make a dollar if you can afford these buybacksAnd Bill Ackman is busy complaining why a labor focused socialist democrat won NYC mayor… Headliniest of the WeekDR: TVA board set to be all-male, all-whiteOn Tuesday, President Donald Trump nominated four white men to join the three white men he left on the board after firing the only two female directors.MM: Barbie Launches Doll With Type 1 DiabetesMM: How Starbucks' Founder Uses the ‘Two Chairs Rule' to Guide Every Leadership Decision“Every decision that we tried to make with two chairs metaphorically sitting in the room was designed to ask ourselves during the debate, is this decision going to exceed the expectations of our people and our customers and make them proud?” Schultz said. “And if the answer was no, we shouldn't do it.”Not mentioned were the chairs of “CEO” and “Chair of Board” a total of three timesWho Won the Week?DR: Kirk Tanner, more chocolate, less disgusting grease, less Peltz, more diversity in leadership, and zero nepotism (LD is woman; 3 Hershey Trust board members are Asian woman and two lack men)MM: Tennis, the great billionaire equalizer. ‘Biggest joke I've ever watched in professional tennis': Swift backlash after billionaire Bill Ackman's pro debutPredictionsDR: New Wendy's director Brad Peltz gets caught watching hockey during board meetings, still gets the support of 99.3% of shareholdersMM: Elon Musk Obtains Permit to Spew Pollution - isn't this the greatest future money maker for the Trump administration? Pay for a permit to do heinous shit? PREDICTION: Trump begins issuing permits, with starting cost of $1m, for oil spills, pollution, hate speech, deforestation, and using forced labor (kids or immigrants are both covered, obviously).

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