Podcasts about Ackman

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Best podcasts about Ackman

Latest podcast episodes about Ackman

Yet Another Value Podcast
Railroader (August 2025 fintwit book club)

Yet Another Value Podcast

Play Episode Listen Later Sep 2, 2025 58:46


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

Cleve Gaddis Real Estate Radio Show
Bill Ackman's Big Idea: Should Fannie Mae and Freddie Mac Merge?

Cleve Gaddis Real Estate Radio Show

Play Episode Listen Later Aug 25, 2025 12:01


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.

Daily Stock Picks

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Daily Stock Picks

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 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Beurswatch | BNR
Omkoperij of afpersing? 'Middeleeuwse' praktijken bij Nvidia en AMD.

Beurswatch | BNR

Play Episode Listen Later Aug 11, 2025 24:01


Lang was het een absolute misdaad om AI-chips naar China te sturen. Nvidia en AMD moesten zich aan strenge exportregels houden. Maar die tijd is voorbij. De twee bedrijven hebben het met de Amerikaanse overheid op een dealtje gegooid. Ze betalen 15 procent van de omzet die ze in China behalen aan de overheid, en krijgen in ruil daar voor exportvergunningen voor hun chips. Maar wie komt er bij die deal als winnaar uit de bus? Dat zoeken we deze aflevering uit. En dan hebben we het ook over de nationale veiligheid van de VS. Dat was altijd de reden om die chips niet de Chinese grens over te laten gaan. Maar dat lijkt dus nu verleden tijd. Overigens is het nog maar de vraag of China die chips wil hebben. Want er klinkt met de dag meer weerstand tegen. De Chinese overheid vertrouwt de boel namelijk niet, en denkt dat er misschien nog wel eens Amerikaanse staatstechnologie op die chips kan zitten. Verder gaat het over een hele hoop beursgangen waar over gespeculeerd wordt. Een tweetal bedrijven zou interesse hebben in een plekje op de Amsterdamse beurs. Een daarvan zou zelfs in de top 10 meest waardevolle AEX-bedrijven terecht komen. En er zijn meer beurskandidaten: zo wil het Japanse softbank bijvoorbeeld z'n betaalbedrijf naar de beurs brengen. Een verlater hebben we ook, want de weg is nu vrij voor Prosus om Just Eat Takeaway dan ook echt over te nemen. De Europese Commissie moest nog over de brug komen, en had daar zelfs nog wel even de tijd voor. Maar ze zijn er al uit: het mag, zolang Prosus z'n belang in concurrent Delivery Hero afbouwt.See omnystudio.com/listener for privacy information.

AEX Factor | BNR
Omkoperij of afpersing? 'Middeleeuwse' praktijken bij Nvidia en AMD.

AEX Factor | BNR

Play Episode Listen Later Aug 11, 2025 24:01


Lang was het een absolute misdaad om AI-chips naar China te sturen. Nvidia en AMD moesten zich aan strenge exportregels houden. Maar die tijd is voorbij. De twee bedrijven hebben het met de Amerikaanse overheid op een dealtje gegooid. Ze betalen 15 procent van de omzet die ze in China behalen aan de overheid, en krijgen in ruil daar voor exportvergunningen voor hun chips. Maar wie komt er bij die deal als winnaar uit de bus? Dat zoeken we deze aflevering uit. En dan hebben we het ook over de nationale veiligheid van de VS. Dat was altijd de reden om die chips niet de Chinese grens over te laten gaan. Maar dat lijkt dus nu verleden tijd. Overigens is het nog maar de vraag of China die chips wil hebben. Want er klinkt met de dag meer weerstand tegen. De Chinese overheid vertrouwt de boel namelijk niet, en denkt dat er misschien nog wel eens Amerikaanse staatstechnologie op die chips kan zitten. Verder gaat het over een hele hoop beursgangen waar over gespeculeerd wordt. Een tweetal bedrijven zou interesse hebben in een plekje op de Amsterdamse beurs. Een daarvan zou zelfs in de top 10 meest waardevolle AEX-bedrijven terecht komen. En er zijn meer beurskandidaten: zo wil het Japanse softbank bijvoorbeeld z'n betaalbedrijf naar de beurs brengen. Een verlater hebben we ook, want de weg is nu vrij voor Prosus om Just Eat Takeaway dan ook echt over te nemen. De Europese Commissie moest nog over de brug komen, en had daar zelfs nog wel even de tijd voor. Maar ze zijn er al uit: het mag, zolang Prosus z'n belang in concurrent Delivery Hero afbouwt.See omnystudio.com/listener for privacy information.

Puck Presents: The Powers That Be
Ackman's Unforced Errors & Saks' Debt Spiral

Puck Presents: The Powers That Be

Play Episode Listen Later Jul 15, 2025 27:37


Bill Cohan joins guest host extraordinaire Julia Alexander to dissect Bill Ackman's latest headline-generating antics—this time at a tennis tournament—and the optics of his increasingly erratic behavior. Then Bill breaks down the escalating crisis at Saks Global, where a debt restructuring effort has devolved into intra-creditor warfare, and why Chapter 11 may be on the horizon. To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices

The Body Serve
Luck Be a Sinner This Fortnight

The Body Serve

Play Episode Listen Later Jul 14, 2025 67:25


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

Business Pants
NEO turnover, Yaccarino sexually harassed by xAI, Dollar Tree's buyback, and Ackman's tennis career

Business Pants

Play Episode Listen Later Jul 11, 2025 58:18


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).

The Todd Herman Show
Is Harvard in ACTUAL Financial Trouble? Zach Abraham Joins Ep-2210

The Todd Herman Show

Play Episode Listen Later May 30, 2025 61:32


Angel Studios https://Angel.com/ToddBecome a Premium Angel Studios Guild member to watch The King of Kings, stream all fan-curated shows and movies, and get 2 free tickets to every Angel Studios theatrical release. Alan's Soaps https://www.AlansArtisanSoaps.comUse coupon code TODD to save an additional 10% off the bundle price.Bioptimizers https://Bioptimizers.com/toddEnter promo code TODD to get 10% off your order of MassZymes today.Bizable https://GoBizable.comUntie your business exposure from your personal exposure with BiZABLE.  Schedule your FREE consultation at GoBizAble.com today.  Bonefrog https://BonefrogCoffee.com/toddThe new GOLDEN AGE is here!  Use code TODD at checkout to receive 10% off your first purchase and 15% on subscriptions.Bulwark Capital https://KnowYourRiskPodcast.comBe confident in your portfolio with Bulwark! Schedule your free Know Your Risk Portfolio review. go to KnowYourRiskPodcast.com today.Renue Healthcare https://Renue.Healthcare/ToddYour journey to a better life starts at Renue Healthcare. Visit https://Renue.Healthcare/ToddLISTEN and SUBSCRIBE at:The Todd Herman Show - Podcast - Apple PodcastsThe Todd Herman Show | Podcast on SpotifyWATCH and SUBSCRIBE at: Todd Herman - The Todd Herman Show - YouTubeIs a country's wealth solely determined by its natural resources? Is Harvard already in financial problems? Can people be considered destructive assets? Zach Abraham Joins...Episode Links:Countries are not rich in proportion to their natural resources. If they were, Russia would now be the richest country in the world. Angola would be very rich, and there are many other countries which have a lot of natural resources but they have not had an enterprise economy to develop those resources.Starbucks employees are now threatening to take “escalating action” and claim the new Starbucks dress code is illegal"One thing I believe is that the private equity, venture capital and real estate portfolios are mismarked" -- Ackman on Harvard and Yale endowment's exposure to private equity and VC. One of the best clips I have seen, from his recent interview at University of AustinCredit scores are plunging for millions now that the Trump admin has resumed collection on defaulted student-loan payments.  Countless borrowers are suddenly being rejected for car and housing loans. "This is the start of something big and we need to be paying attention."

Future U Podcast
Live from Milken: One-on-One with Bill Ackman

Future U Podcast

Play Episode Listen Later May 9, 2025 21:02


In this second part from the Milken Global Institute, Jeff Selingo engages in a provocative conversation with investor and Harvard critic Bill Ackman. They discuss the challenges facing elite higher education today—from DEI rollbacks and government funding threats to what Ackman describes as Harvard's financial crisis and governance failures. Ackman argues that administrative bloat, viewpoint homogeneity, and an unsustainable business model have undermined top institutions, while suggesting Harvard's $53 billion endowment may be significantly overvalued. The discussion explores contentious issues in admissions fairness, including legacy preferences, and concludes with Ackman's vision for higher education's future, where competition from new models might force established universities to reform or risk irrelevance. Key Moments0:00 - Intro1:04 - Federal Funding as a Lever of Influence8:07 - Board Insulation at Harvard13:08 - Limiting Class Size14:25 - Fairness in Admissions18:27 - Where We Go From Here Connect with Michael Horn:Sign Up for the The Future of Education NewsletterWebsiteLinkedInX (Twitter)Threads Connect with Jeff Selingo:Sign Up for the Next NewsletterWebsiteX (Twitter)ThreadsLinkedIn Connect with Future U:TwitterYouTubeThreadsInstagramFacebookLinkedIn Submit a question and if we answer it on air we'll send you Future U. swag!Sign up for Future U. emails to get special updates and behind-the-scenes content.

Squawk Pod
Bill Ackman & Updates from Omaha 5/5/25

Squawk Pod

Play Episode Listen Later May 5, 2025 44:25


In a surprise announcement at the 2025 Berkshire Hathaway Shareholder Meeting, Warren Buffett announced that Greg Abel will become CEO at year-end. Becky Quick is in Omaha recapping the highlights of that meeting and the shareholder reception to that moment. Meanwhile, Bill Ackman's Pershing Square will invest $900 million in Howard Hughes, in a move that's part of what Ackman considers his long-held ambition of building a company like Berkshire Hathaway. Check out the rest of CNBC's Berkshire Hathaway Annual Meeting coverage here. Bill Ackman - 23:04 In this episode:Bill Ackman, @BillAckmanBecky Quick, @BeckyQuickJoe Kernen, @JoeSquawkAndrew Ross Sorkin, @andrewrsorkinCameron Costa, @CameronCostaNY

Crossroads Church | Lafayette, LA
Hardened or Holy // Matthew Ackman

Crossroads Church | Lafayette, LA

Play Episode Listen Later May 5, 2025 29:23


In today's message, our student pastor Matthew Ackman talks about the importance of living holy lives and how often our hearts can get hardened to the convictions God calls us to have. Prayed to accept Jesus? Congratulations! Text SAVED to 337-222-3210 or click here https://bit.ly/CC_savedNew to Crossroads Church? Learn all about us at https://mycrossroads.org

Breakaway
Meta, Zuck, Markets, Tesla, Anduril, Govt, Golf

Breakaway

Play Episode Listen Later May 1, 2025 52:14


OpeningGolfJustin Thomas on improving putting.MarketsGoogleEarnings on April 24, 2025MicrosoftRevenue up 13% and Operating income up 16%. MetaRevenue up 16% YoY and operating income up 27%!3.4 billion unique users they estimate. Investment thesis: Instagram and Reels. WhatsAppAIPhysical glassesPlay at 2:05. Morning routine. Dropping F-bomb! Socially awkward. “I'm really smooth!”  Does wonders for confidence!!  

TD Ameritrade Network
Overlooked Stock: HTZ

TD Ameritrade Network

Play Episode Listen Later Apr 16, 2025 5:56


Hertz (HTZ) went into bankruptcy in 2020 before emerging out of it later on. During Wednesday's trading, the rental car company rallied more than 50% following news that activist investor Bill Ackman, with Pershing Square, bought a big stake. Ackman's company owns approximately 4% of Hertz. George Tsilis talks about what drove Ackman to the stock, along with the debt and competition growth headwinds it faces.======== 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 – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

China Daily Podcast
英语新闻丨北京发誓坚决打击关税

China Daily Podcast

Play Episode Listen Later Apr 10, 2025 6:34


China has vowed to take firm and necessary countermeasures in response to the United States' escalating tariff threats, reaffirming its commitment to defending national interests while upholding the stability of the global trade system.中国发誓将采取坚决必要措施,以应对美国不断升级的关税威胁,重申其维护国家利益和维护全球贸易体系稳定的决心。Analysts said that China's move sent a strong signal to the international community of rejecting unilateralism and joining efforts to safeguard multilateral trade rules.分析人士表示,中国此举向国际社会发出强烈信号,表明中国反对单边主义,携手维护多边贸易规则。They noted that Beijing retains ample policy tools to respond, including raising tariffs on US energy and agricultural imports, as well as further expanding export controls on critical minerals such as rare earth elements. These targeted actions are expected to increase pressure on Washington and could pave the way for a return to rational negotiations, they added.他们指出,北京方面拥有充足的政策工具来应对,包括提高对美国能源和农产品进口的关税,以及进一步扩大对稀土元素等关键矿产的出口管制。他们补充说,这些有针对性的行动预计将加大对华盛顿的压力,并可能为恢复理性谈判铺平道路。"China will resolutely take countermeasures to safeguard its rights and interests, should the United States escalate its tariff measures," the Ministry of Commerce said in a statement on Tuesday, hours after the US threatened to impose a further 50 percent tariff on China if Beijing does not withdraw its 34 percent counter-tariff.中国商务部周二在一份声明中表示:“如果美国升级关税措施,中方将坚决采取反制措施,维护自身权益。”此前数小时,美国威胁称,如果北京不撤销已加征的34%反制关税,将对中国进一步加征50%的关税。US President Donald Trump signed an executive order on April 2 regarding the so-called "reciprocal tariffs", imposing a 10 percent "baseline tariff" and higher rates on certain trading partners.美国总统唐纳德·特朗普于4月2日签署了一项关于所谓“对等关税”的行政命令,决定对部分贸易伙伴征收10%的“基准关税”,并提高其税率。Last week, Beijing adopted an array of countermeasures, including an additional 34 percent tariff on US imports, following a decision by the US to impose an additional 34 percent tariff on Chinese imports.上周,继美国决定对中国进口产品加征34%的关税后,北京方面采取了一系列反制措施,包括对美国进口产品加征34%的关税。"The US' tariff escalation threat against China compounds its mistake and further exposes its nature of blackmail, which China will never accept," the ministry said. "China will fight till the end if the US is bent on going down the wrong path."中国商务部表示:“美方对华升级关税威胁加剧了其错误,进一步暴露了其讹诈本质,中方绝不接受。如果美方执意沿着错误的路走下去,中方将坚决斗争到底。”Analysts believe that the set of forceful and targeted countermeasures that Beijing has taken showed that it has ample tools at its disposal, especially against sectors and companies that are priorities for the Trump administration, and where China's dependence is not significant.分析人士认为,北京方面采取的一系列强硬且有针对性的反制措施表明,其拥有充足的反制手段,尤其针对特朗普政府重点关注、而中国对美依赖程度不高的行业和企业。The energy and agricultural sectors that Trump hopes to bolster are also the primary industries in some US states. Intensifying sanctions on these sectors would therefore heighten domestic pressure on the Trump administration, said Luo Zhiheng, chief economist at Yuekai Securities.特朗普希望加强的能源和农业部门,也是美国一些州的主要产业。因此,粤开证券首席经济学家罗志恒表示,加大对这些行业的制裁力度将加剧特朗普政府的国内压力。Luo said that China can consider extending export restrictions to potentially include lighter rare earth elements like lanthanum and cerium, as the US is highly dependent on such Chinese imports.罗志恒表示,中国可以考虑扩大出口限制,可能将镧和铈等较轻的稀土元素也纳入其中,因为美国高度依赖中国进口稀土元素。"The trade war this time is not one that can easily be settled through concessions," Luo said. "China must take firm and resolute countermeasures to defend its interests, which will then compel the US to come back to the negotiating table."“这次的贸易战不是一场能轻易通过让步解决的贸易战,”罗志恒表示,“中国必须采取坚决有力的反制措施,捍卫自身利益,从而迫使美国重返谈判桌。”The US saw widespread protests over the weekend that in part opposed the Trump administration's aggressive tariff policies, which are seen as inflicting real economic pain on households and businesses across the country.上周末,美国爆发了大规模抗议活动,部分原因是抗议特朗普政府激进的关税政策,这些政策被认为给美国各地的家庭和企业带来了实质性经济伤害。Steve Lamar, president and CEO of the American Apparel & Footwear Association, said in a statement last week, "To be clear, tariffs are taxes borne by the American companies that import the goods and the hardworking American families that buy those goods."美国服装和鞋类协会主席兼首席执行官史蒂夫·拉马尔上周在一份声明中表示:“明确地说,关税是由进口商品的美国公司和购买这些商品的辛勤工作的美国家庭承担的税款。”"Tariffs will significantly increase the cost of manufacturing in the US, and, when paired with the retaliatory tariffs that will surely come, will undermine US export opportunities as well," Lamar said.“关税将大幅增加美国制造业的成本,再加上必然会采取的报复性关税,还将损害美国的出口机会。”拉马尔说道。China's potent countermeasures don't mean that a trade war is the only way forward, as Beijing stands ready to talk with Washington.中国的强硬反制措施并不意味着贸易战是唯一的出路,北京随时准备与华盛顿对话。China urges the US to immediately correct its wrongdoing, cancel all unilateral tariff measures against China, stop its economic and trade suppression, and settle differences with China properly through dialogue on an equal footing and on the basis of mutual respect, the Commerce Ministry said.中国商务部表示,中方敦促美方立即纠正错误做法,取消所有针对中国的单边关税措施,停止其经贸打压,并在平等和相互尊重的基础上通过对话妥善解决与中方的分歧。Beijing is not alone in facing the Trump administration's "Liberation Day" tariffs. The White House has dragged its own long-standing allies into the fray, including imposing additional tariffs as high as 20 percent on imports from the European Union, 25 percent on imports from South Korea and 24 percent on imports from Japan.北京并非唯一面临特朗普政府“解放日”关税的国家。白宫将其长期盟友拖入战局,包括对欧盟进口产品征收高达20%的额外关税,对韩国进口产品征收高达25%的额外关税,对日本进口产品征收高达24%的额外关税。"By placing massive and disproportionate tariffs on our friends and our enemies alike and thereby launching a global economic war against the whole world at once, we are in the process of destroying confidence in our country as a trading partner, as a place to do business and as a market to invest capital," said Bill Ackman, a hedge fund titan who endorsed Trump's run for president.支持特朗普竞选总统的对冲基金巨头比尔·阿克曼表示:“通过对我们的朋友和敌人征收巨额且不成比例的关税,从而同时向全世界发动一场全球经济战,我们正在摧毁人们对我国作为贸易伙伴、经商环境和投资市场的信心。”"We will severely damage our reputation with the rest of the world that will take years and potentially decades to rehabilitate," Ackman said in a post on social media platform X.阿克曼在社交媒体平台X上发帖称:“这将严重损害我们在世界其他国家的声誉,需要数年甚至数十年才能恢复。”Ma Guangyuan, a senior economist, said the era of the US calling the shots and forcing countries to choose sides is over, as the US-led trade system is falling apart. However, this does not mean the end of free trade itself, as the global community still recognizes the benefits of open economic cooperation, Ma said.资深经济学家马光远表示,美国发号施令、迫使各国选边站队的时代已经结束,美国主导的贸易体系正在崩溃。然而,这并不意味着自由贸易本身的终结,因为国际社会仍然认同开放经济合作的益处。"Economics will triumph over politics and free trade will overcome hegemony," Ma added. "China can seize this chance to broaden its circle of friends and jointly foster a new trade framework on the foundation of equality, freedom and mutual benefits with other economies."“经济将战胜政治,自由贸易将战胜霸权,”马光远补充道。“中国可以抓住这个机会,扩大‘朋友圈',与其他经济体共同构建一个在平等、自由、互利基础上的新型贸易框架。”High-ranking officials from Italy, Portugal and France, as well as the European commissioner for trade and economic security, visited China in late March. Around the same time, South Korea and Japan agreed to accelerate negotiations with China on the stalled trilateral free trade agreement.意大利、葡萄牙和法国的高级官员以及欧盟贸易和经济安全事务专员于3月底访华。与此同时,韩国和日本同意加快与中国就陷入僵局的三边自由贸易协定进行谈判。"Our championing of free trade is not just a response to US aggression, but a strategic initiative to guide the development of the multilateral system in a direction that benefits all," said Mei Xinyu, a researcher at the Chinese Academy of International Trade and Economic Cooperation.中国国际贸易经济合作研究院研究员梅新育表示。“中国倡导自由贸易不仅是对美国侵略行为的回应,更是引导多边体系朝着惠及各方方向发展的战略举措,”"The US' blanket, across-the-board imposition of high tariffs this time might end up uniting all the affected economies into a shared marketplace that could potentially dwarf the size of the US market," Mei said.梅新育说:“美国此次全面征收高额关税,最终可能会将所有受影响的经济体联合成一个共享市场,这可能会使美国市场的规模相形见绌。”countermeasuresn.反制措施baseline tariffn.基线关税unilateralismn.单边主义blackmailn.讹诈;威胁disproportionate tariffs不成比例的关税economic coercionn.经济胁迫

Beurswatch | BNR
Beurstrauma nog groter na FAKE NEWS: 'Wereldwijde Uitkotsdag'

Beurswatch | BNR

Play Episode Listen Later Apr 7, 2025 24:28


Ook na het weekend blijkt Donald Trump niet van mening te zijn veranderd. Hij zet zijn handelsoorlog volop door. En daarin heeft hij een paar goede volgelingen. Handelsminister Howard Lutnik noemt die handelsoorlog onvermijdelijk en is ervan overtuigd dat Amerika tot nu toe leeggeplunderd werd door de rest van de wereld. En ook minister van Financiën Scott Bessent ziet geen reden voor paniek en weigert zelfs maar aan een recessie te denken. Beleggers denken er duidelijk anders over, want wereldwijd kleuren de beurzen rood. Een bericht van nieuwszender CNBC leek daar even verandering in te brengen. Dat meldde dat een economisch adviseur van Trump een gerucht had opgepikt over een mogelijke pauze in de handelsoorlog. Beleggers wisten niet hoe snel ze moesten inslaan, maar kwamen vrijwel meteen weer van een koude kermis thuis. Want het Witte Huis wist niet hoe snel dat gerucht ontkracht moest worden. En dat wierp de beurzen alleen nog maar verder in het diepe. Tot overmaat van ramp besloot Trump vervolgens ook weer dat hij te lang z'n mond had gehouden. Zijn doelwit? China. Dat had vlak voor het weekend al aangekondigd om elke heffing vanuit de VS met gelijke munt terug te betalen. Dat wordt een duur grapje voor Trump, want die dreigt nu met nog eens 50 procent extra heffing tegen China. Een samenvatting van deze rollercoaster van een beursdag hoor je in deze aflevering. En dan vertellen we je ook over de afvalligen, want die heeft Trump ook. Het Amerikaanse bedrijfsleven vindt namelijk dat hij te ver gaat met zijn handelsoorlog. Misschien wel de meest opvallende criticus is Elon Musk. See omnystudio.com/listener for privacy information.

The Built World
Simon Ziff - President & Co-Founder, Ackman-Ziff

The Built World

Play Episode Listen Later Mar 25, 2025 87:20


We had an absolute blast hanging out with Simon Ziff over a little mid-afternoon tequila—because why not?Simon showed up with great energy and even better stories. We covered everything from his love of music and gardening, to the art of the power nap, to how cruising South Beach on his bike somehow leads to closing major deals (spoiler: it works).From his roots in small-town Pennsylvania to becoming President of Ackman-Ziff and a legend in capital markets, Simon's journey is as inspiring as it is entertaining. Humble, sharp, and effortlessly cool—this is one conversation you won't want to miss.Tune in and hear how Simon went from small-town kid to capital markets kingpin.Connect with usWant to dive deeper into Miami's commercial real estate scene? It's our favorite topic—and we're always up for a good conversation. Whether you're just exploring or already making big moves, feel free to reach out at felipe@builtworldadvisors.com or give us a call at 305.498.9410. Prefer to connect online? Find us on LinkedIn or Instagram—we're always open to expanding the conversation. Ben Hoffman: LinkedIn Felipe Azenha: LinkedIn We extend our sincere gratitude to Büro coworking space for generously granting us the opportunity to record all our podcasts at any of their 8 convenient locations across South Florida.

Yet Another Value Podcast
Plural Investing's Chris Waller on the entertainment and hospitality turnaround at Seaport $SEG

Yet Another Value Podcast

Play Episode Listen Later Mar 24, 2025 69:50


Chris Waller, Founder and CIO at Plural Investing, joins the podcast for the third time to discuss his thesis on Seaport Entertainment Group Inc. (NYSE American: SEG), whose focus is to deliver unparalleled experiences through a combination of restaurant, entertainment, sports, retail and hospitality offerings integrated into one-of-a-kind real estate that redefine entertainment and hospitality.For more information about Plural Invest, please visit: https://www.pluralinvesting.com/Plural Investing/Hidden Gems write up on $SEG: https://www.hiddengemsinvesting.com/p/special-report-seaport-entertainmentChapters:[0:00] Introduction + Episode sponsor: Fintool[2:22] What is Seaport Entertainment and why it's interesting to Chris[7:40] What is Chris seeing with $SEG that makes Seaport a risk adjusted alpha opportunity[9:20] Cash burn / is the district really that valuable, good[17:41] What attracted Andrew to $SEG - how the opportunity came about (spin off from Howard Hughes)[22:36] Ackman involvement[27:25] Overview of Pier 17 and the new lease they've got there / Meow Wolf concept[36:37] Tin Building and the vision for it / kitchen consolidation / competitive analysis[48:50] Overview of 250 Water and Vegas assets (air rights, Triple A team)[59:33] Overview of "The Historic District"[1:02:38] How the $SEG thesis doesn't play out / new management team[1:06:06] Final thoughtsToday's sponsor: FintoolFintool is ChatGPT for SEC Filings and earnings calls. Are you still doing keyword searches and going to the individual filing and using control F? That's the old way of doing things before AI. With Fintool, you can ask any question and it's going to automatically generate the best answer. So they may pull from a portion of an earnings call, or a 10k, whatever it may be and then answer your question. The best part- every portion of the answer is cited with the source document.Now- if you've tried to do any of this in ChatGPT you may know that the answers are often wrong or hallucinations. The way Fintool is able to outperform ChatGPT is their focus on the SEC filings. If you're an analyst or a portfolio manager at a hedge fund, check them out at https://fintool.com?utm_source=substack&utm_campaign=yavb&utm_content=podcast280See our legal disclaimer here: https://www.yetanothervalueblog.com/p/legal-and-disclaimer

The Compound Show with Downtown Josh Brown
Tariffs (Finally) Wreck the Stock Market, Ackman's Buffett Bid, April “Tax Drain” Sell-Offs

The Compound Show with Downtown Josh Brown

Play Episode Listen Later Mar 4, 2025 65:21


On this TCAF Tuesday, hear an all-new episode of What Are Your Thoughts with Josh Brown and Michael Batnick! They discuss the recent market turmoil, Trump's tariffs, Bill Ackman's aspirations, the strategic crypto reserve, and much more! This episode is sponsored by Betterment and Rocket Money!  To learn more about Betterment, visit http://Betterment.com/advisors Cancel your unwanted subscriptions today by visiting: http://rocketmoney.com/compound   Sign up for The Compound Newsletter and never miss out! Instagram: https://instagram.com/thecompoundnews Twitter: https://twitter.com/thecompoundnews LinkedIn: https://www.linkedin.com/company/the-compound-media/ Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Learn more about your ad choices. Visit megaphone.fm/adchoices

The World According to Boyar
Bill Ackman on Investing, Politics, and Turning Howard Hughes into a Modern-Day Berkshire Hathaway

The World According to Boyar

Play Episode Listen Later Feb 27, 2025 66:54 Transcription Available


Episode Summary:In this episode of The World According to Boyar, Jonathan Boyar sits down with Bill Ackman, the legendary hedge fund manager and founder of Pershing Square, to discuss his latest big move involving Howard Hughes, his unfiltered views on politics, and his growing role as an activist investor. Ackman shares his thoughts on the Trump administration, deregulation, and why he believes reducing government inefficiency could be a game changer for the U.S. economy.On the investing front, he dives into his bid to increase his stake in Howard Hughes Corporation, his vision for transforming it into a "modern-day Berkshire Hathaway," and why he believes the market continues to misprice the company. He also addresses concerns about management fees, corporate governance, and what his long-term plans mean for shareholders.Finally, Ackman opens up about his outspoken presence on X (formerly Twitter), why he's been so vocal on antisemitism and media bias, and how he sees this as part of a larger battle over free speech, democracy, and American values.This is a must-listen episode for investors, market watchers, and anyone interested in how one of the most well-known investors in finance connects the dots between business, politics, and activism.Topics Discussed:

Crossroads Church | Lafayette, LA
Don't Stop at 6 // Matthew Ackman

Crossroads Church | Lafayette, LA

Play Episode Listen Later Feb 23, 2025 36:44


Are you in need of a healing or breakthrough and are losing faith that it will happen? In today's message, Pastor Matthew Ackman (Crossroads Leadership College Director and Student Pastor) looks to a powerful story in 1 Kings of a man searching for healing to give us 6 important lessons when we are searching for healing.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 

WALL STREET COLADA
Trump Amplía Aranceles, Google Paga Multa y Ackman Apuesta por Howard Hughes.

WALL STREET COLADA

Play Episode Listen Later Feb 19, 2025 4:18


En este episodio, desglosamos los eventos clave que están impactando los mercados y sectores estratégicos: Wall Street evalúa nuevos aranceles: Trump anunció que el 2 de abril podría imponer un 25% de aranceles a autos, semiconductores y productos farmacéuticos. Analizamos cómo esto podría afectar la economía y la respuesta de China, Canadá y México. Google cierra disputa fiscal en Italia: $GOOGL acuerda pagar €326M (~$340M) para resolver acusaciones de impuestos no pagados entre 2015 y 2019. Discutimos el impacto de estas multas en las grandes tecnológicas y la postura de la UE sobre evasión fiscal. Pershing Square aumenta oferta por Howard Hughes Holdings: Bill Ackman sube su propuesta a $90 por acción, lo que le daría el 48% de $HHH. Comparó la transacción con la compra de Berkshire Hathaway por Buffett en 1965. Evaluamos qué implica este movimiento para la compañía y el mercado inmobiliario. Acompáñanos para entender cómo estos desarrollos están moldeando la economía, la tecnología y las estrategias de inversión. ¡Un episodio lleno de análisis estratégico!

CNBC Business News Update
Market Midday: Stocks Lower, Inflation Worries, Pershing Square's Ackman Amasses Big Stake In Uber 2/7/25

CNBC Business News Update

Play Episode Listen Later Feb 7, 2025 3:33


From Wall Street to Main Street, the latest on the markets and what it means for your money. Updated regularly on weekdays, featuring CNBC expert analysis and sound from top business newsmakers. Anchored and reported by CNBC's Jill Schneider.

Global Value
Bill Ackman's Stock Portfolio Deep Dive in 2025

Global Value

Play Episode Listen Later Jan 27, 2025 11:37


Want to support Global Value? https://www.interactivebrokers.com/mkt/?src=gvy1&url=%2Fen%2Fwhyib%2Foverview.php Bill Ackman owns 12 stocks in his Pershing Square portfolio worth 10.4 billion dollars. In this video we're covering his top 10 biggest positions. Starting with #10 Nike. https://www.patreon.com/GlobalValue Bill Ackman is the billionaire value investor who founded Pershing Square Capital Management in 2003. Ackman's other stocks include Brookfield (BN), Alphabet Class A (GOOGL), Canadian Pacific Kansas City Southern (CP), Alphabet Class C (GOOG), Restaurant Brands International (QSR), Howard Hughes Holdings (HHH), Chipotle Mexican Grill (CMG), Hilton Worldwide Holdings (HLT), and Universal Music Group (UMG). Thank you for watching. ❤️ Please support the channel by checking out our affiliates. All commissions are reinvested to improve the quality of videos! - TIKR is the website I use for financial data in my videos. Join me and 250,000+ investors worldwide by using TIKR in your investment analysis. Referral link - https://www.tikr.com/globalvalue - Check out Seeking Alpha Premium and score an exclusive 20% off plus a free 7 day trial! Affiliate link - https://www.sahg6dtr.com/H4BHRJ/R74QP/ - Try Sharesight https://www.sharesight.com/globalvalue (remember you get 4 months free if you sign up for an annual subscription!) - Discover investing resources by shopping at my Amazon storefront! Affiliate link - https://www.amazon.com/shop/globalvalue #billackman #stockportfolio #billackmanstocks #stockmarket #stocks #billackman2025 #superinvstor #stocks2025 #stockmarket2024 #superinvestors

Mastering Money
Mastering Money 1/21/25

Mastering Money

Play Episode Listen Later Jan 21, 2025 50:54


Well, will Fannie Mae and Freddie Mac become private companies? If so, these stocks, currently publicly traded-- could potentially skyrocket.  Hedge fund manager and Trump supporter Bill Ackmann is set to pitch President Trump on the idea. He said he is open to listening.  Ackman could make at least one billion dollars on the deal and those who own the stock might do pretty well also.  How likely is it? We'll review that in the Market Intel segment, then delve into stocks being called the MAGA 7—stocks of companies most likely to benefit from Trump 2.0. Don't miss it ....MASTERING MONEY is on the air!!!

Chit Chat Money
Musk TikTok Takeover? Analyzing Cheap Alcohol Stocks; Meta's New Layoff; Ackman's Latest Antics

Chit Chat Money

Play Episode Listen Later Jan 19, 2025 65:44


The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks Podcast YouTube channel at 1:30 PM EST. This week we discussed: (00:00) Introduction to Current Market Trends (03:02) The TikTok Ban and Its Implications (10:02) Meta's Layoffs and Corporate Efficiency (20:10) Small Cap of the Week: Vita Coco (29:14) Bubble Watch: Crypto and Meme Coins (33:44) Concerns Over Alcohol Consumption Trends (35:46) The Dynamics of Alcohol Production and Consumption (37:07) Generational Shifts in Alcohol Consumption (39:34) Brand Loyalty in Alcohol vs. Tobacco (41:30) The Impact of Celebrity Brands on Spirits (43:32) Spirits vs. Beer: A Changing Landscape (46:07) Bill Ackman's Recent Moves (48:58) The Controversy of Management Fees (51:49) Buffett's Investment Principles (55:58) IAC's Executive Changes and Future Prospects ***************************************************** JOIN OUR CHAT COMMUNITY: https://chitchatstocks.substack.com/  ********************************************************************* Sign-up for a bond account at Public.com/chitchatstocks  A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. The 6.9% yield is the average annualized yield to maturity (YTM) across all ten bonds in the Bond Account, before fees, as of 8/28/2024. A bond's yield is a function of its market price, which can fluctuate; therefore a bond's YTM is “locked in” when the bond is purchased. Your yield at time of purchase may be different from the yield shown here. The “locked in” YTM is not guaranteed; you may receive less than the YTM of the bonds in the Bond Account if you sell any of the bonds before maturity, or if the issuer calls or defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule.  Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. You should evaluate each bond before investing in a Bond Account.  The bonds in your Bond Account will not be rebalanced and allocations will not be updated, except for Corporate Actions. Fractional Bonds also carry additional risks including that they are only available on Public and cannot be transferred to other brokerages. Read more about the risks associated with fixed income and fractional bonds. See Bond Account Disclosures to learn more. ********************************************************************* FinChat.io is The Complete Stock Research Platform for fundamental investors. With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use. Use our LINK and get 15% off any premium plan: ⁠https://finchat.io/chitchat  ********************************************************************* Sign up for YellowBrick Investing to track the best investing pitches across the internet: joinyellowbrick.com/chitchat ********************************************************************* Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions. To join, go to ⁠bluechippersclub.com⁠ and hit apply! ********************************************************************* Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

Elon Musk Pod
Elon Musk - Did DEI Impact LA's Wildfire Response?

Elon Musk Pod

Play Episode Listen Later Jan 11, 2025 7:15


What do Elon Musk, raging wildfires, and Los Angeles Fire Department hiring policies have in common? It's a question sparking debate across social media as critics like Musk blame the city's diversity, equity, and inclusion (DEI) efforts for a perceived decline in firefighting efficiency. But is there evidence linking these initiatives to the spread of the flames—or is it all social media speculation? As wildfires swept through Los Angeles, tech billionaire Elon Musk and hedge fund manager Bill Ackman took to social media, particularly Musk's platform X (formerly Twitter), to criticize LAFD's DEI efforts. Musk amplified claims tying the department's focus on diversity to a failure to prevent and control fires, sharing a post that read, “DEI means people DIE.” However, neither Musk nor Ackman presented evidence directly connecting DEI initiatives to the fire department's operational capacity. The controversy also spotlighted LAFD Chief Kristin Crowley, who became the department's first female and LGBTQ leader when she was sworn in in 2022. That same year, the department established a dedicated DEI bureau. Critics have questioned whether these developments contributed to wildfire challenges, though no direct link between Crowley's leadership or DEI efforts and the severity of the wildfires has been established. On her podcast, Megyn Kelly harshly criticized Crowley, claiming she prioritized diversity efforts over operational firefighting measures. “She has made not filling the fire hydrants top priority, but diversity,” Kelly said in a now-viral clip that Musk and Ackman shared. However, multiple reports clarify that responsibility for maintaining water supplies, including fire hydrants, falls to the city's Department of Water and Power—not the fire department. The right-wing social media account Libs of TikTok also targeted Crowley, posting content about her participation in LGBTQ Pride events and criticizing her leadership. These posts gained millions of views, further fueling criticism. Libs of TikTok, which has faced prior suspensions for accusations of hate speech, asserted that their posts were factual despite the platform's policy violations. Commentators like Matt Walsh echoed similar sentiments, claiming the LAFD deliberately excluded white men from firefighting roles. Walsh offered no evidence to support this assertion, though the department has indeed voiced a commitment to hiring and retaining a more diverse workforce. Some social media users pointed to a decades-old claim by radio host Adam Carolla, who testified before Congress in 2017 that he was denied a firefighting job in Los Angeles in the 1980s for not being “Black, Hispanic or a woman.” Carolla's anecdote predated both Crowley's tenure and the formation of the DEI bureau by decades, rendering it irrelevant to current LAFD practices. The debate even spilled into televised political discussions. During a CNN segment, Rep. Jasmine Crockett (D-Texas) pushed back against conservative commentator Scott Jennings, who criticized the LAFD's diversity efforts. Crockett expressed frustration over the persistent blame placed on DEI policies. “I am so tired of people acting as if white men are the only ones capable,” she said. CNN anchor Abby Phillip pressed Jennings further, questioning the connection between DEI initiatives and the department's ongoing battle with what was described as a “historic fire.” Despite the criticisms, there's no indication that Crowley neglected fire prevention efforts in favor of diversity initiatives. Upon her appointment, Crowley told the Los Angeles City News Service that her “first priority” would be strengthening communication with her command staff. The LAFD's 2023-2026 Strategic Plan lists the department's primary goals as maintaining operational readiness, enhancing firefighter safety and well-being, and improving workplace conditions. While promoting diversity, equity, and inclusion is also a goal, it ranks third on the list.

Beurswatch | BNR
Nooit eerder vertoond: krimp bij Tesla

Beurswatch | BNR

Play Episode Listen Later Jan 2, 2025 24:03


Elon Musk heeft een te grootse belofte gedaan. 12 maanden geleden gaf hij toe dat de verkopen bij zijn Tesla in een dip zaten, maar dat ze wel zouden blijven groeien in 2024. Nu, een jaar later, blijkt het aantal geleverde auto's terug te lopen. En dat is voor het eerst in de geschiedenis van de autobouwer. Hoe groot het probleem is waar Tesla mee zit, en hoe het bedrijf dat kan oplossen, dat hoor je in deze aflevering. En dan hebben we het ook over beursgangen. Vorig jaar bleek uitzonderlijk, gemiddeld leverde een investering in een nieuwkomer op de beurs je zo'n 20 procent winst op. En met een goede gok had je je inleg zelfs vijf keer over de kop kunnen zien gaan. Dus vertellen we je op welke beursgangen je dit jaar moet letten, en of de succesverhalen van vorig jaar misschien weer dat aantal IPO's kan aanzwengelen. Verder hoor je over Apple. Dat probeert te redden wat er te redden valt in China. Het wil de iPhone-verkopen daar weer aanjagen, en gooit ze daarom in uitverkoop. En zelfs de nieuwste, beste iPhones moeten eraan geloven. Sterker nog: op de duurste modellen krijg je de hoogste korting. See omnystudio.com/listener for privacy information.

Global Value
Bill Ackman's Stock Portfolio Deep Dive in 2024

Global Value

Play Episode Listen Later Nov 23, 2024 11:37


Want to support Global Value? https://www.interactivebrokers.com/mkt/?src=gvp1&url=%2Fen%2Fwhyib%2Foverview.php Bill Ackman owns 12 stocks in his Pershing Square portfolio worth 10.4 billion dollars. In this video we're covering his top 10 biggest positions. Starting with #10 Nike. https://www.patreon.com/GlobalValue Bill Ackman is the billionaire value investor who founded Pershing Square Capital Management in 2003. Ackman's other stocks include Brookfield (BN), Alphabet Class A (GOOGL), Canadian Pacific Kansas City Southern (CP), Alphabet Class C (GOOG), Restaurant Brands International (QSR), Howard Hughes Holdings (HHH), Chipotle Mexican Grill (CMG), Hilton Worldwide Holdings (HLT), and Universal Music Group (UMG). Thank you for watching. ❤️ Please support the channel by checking out our affiliates. All commissions are reinvested to improve the quality of videos! - TIKR is the website I use for financial data in my videos. Join me and 250,000+ investors worldwide by using TIKR in your investment analysis. Referral link - https://www.tikr.com/globalvalue - Check out Seeking Alpha Premium and score an exclusive 20% off plus a free 7 day trial! Affiliate link - https://www.sahg6dtr.com/H4BHRJ/R74QP/ - Try Sharesight https://www.sharesight.com/globalvalue (remember you get 4 months free if you sign up for an annual subscription!) - Discover investing resources by shopping at my Amazon storefront! Affiliate link - https://www.amazon.com/shop/globalvalue #billackman #stockportfolio #billackmanstocks #stockmarket #stocks #billackman2024 #superinvstor #stocks2024 #stockmarket2024

Chit Chat Money
BILL ACKMAN: His Best and Worst Investments (HLF, CMG, and More)

Chit Chat Money

Play Episode Listen Later Nov 6, 2024 74:28


On this episode of Chit Chat Stocks, we dive into controversial hedge fund manager Bill Ackman. Is he a great investor? The next Warren Buffett? Or overrated due to his salesmanship and media appearances. We dive into his investing philosophy, track record, and case studies, discussing: (04:18) Bill Ackman's Background and Early Career (07:17) The Rise and Fall of Gotham Partners (10:16) Transition to Pershing Square Capital Management (13:13) Performance Analysis of Pershing Square (16:16) Investing Principles of Bill Ackman (19:23) Case Study: The Herbalife Controversy (31:26) Case Study: Valiant Pharmaceuticals (41:02) Valiant Pharmaceuticals: Lessons Learned (44:33) Chipotle: A Turnaround Success (53:03) Lowe's: Strategic Management and Growth (01:01:14) Current Holdings: Analyzing Ackman's Portfolio (01:06:40) Conclusions: Insights from Ackman's Investment Journey Tickers mentioned: HLF, CMG, LOW ***************************************************** Subscribe to our YouTube channel: https://www.youtube.com/@ChitChatStocks  Follow us on Twitter/X: ⁠https://twitter.com/chitchatstocks  Follow us on Substack: ⁠https://chitchatstocks.substack.com/  ********************************************************************* Sign-up for a bond account at Public.com/chitchatstocks  A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. As of 9/26/24, the average, annualized yield to worst (YTW) across the Bond Account is greater than 6%. A bond's yield is a function of its market price, which can fluctuate; therefore, a bond's YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule. Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. See https://public.com/disclosures/bond-account to learn more. ********************************************************************* FinChat.io is The Complete Stock Research Platform for fundamental investors. With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use. Use our LINK and get 15% off any premium plan: ⁠finchat.io/chitchat  ********************************************************************* Sign up for YellowBrick Investing to track the best investing pitches across the internet: joinyellowbrick.com/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.

Millionaire Mindcast
Trump's 2024 Victory Path, Ackman's Billion-Dollar Trade, and IRS Audits - What You Need to Know | Money Moves

Millionaire Mindcast

Play Episode Listen Later Oct 30, 2024 35:02


Episode Highlights In today's solo episode, Matty A brings you a multi-faceted look at the upcoming election, the role of media influence, and insights on how policies could shape the economic landscape. Expect sound bites, unscripted thoughts, and timely advice on navigating the future as a financially savvy, empowered individual. Key Topics Covered Election's Financial Impact: Why government policies and election outcomes can create waves across the stock market, real estate, and broader economy. Media Revolution & Public Influence: The massive reach of Donald Trump's recent interview on Joe Rogan's podcast—38 million views and counting. How democratized media is redefining political influence. Current Election Odds and Insights: Breakdown of election predictions, how betting markets might indicate public sentiment, and the real impact of polls. Fed Rate Cuts & Economic Uncertainty: Discussion on the Fed's surprise 50-basis-point cut and rising mortgage rates, as well as what it signals for both the real estate market and the overall economy. Understanding IRS Audit Triggers: Matty shares critical info on how the IRS selects returns for audit and common red flags to avoid, empowering you with knowledge for tax season. Bill Ackman's Legendary Trade & the Power of Contrarian Thinking: A recap of Bill Ackman's remarkable $2.7 billion trade, demonstrating that taking risks with strategic foresight can yield massive gains. Notable Quotes “At the end of the day, nobody's coming to save you. Take accountability for your own decisions and play the game with intention.” “Wealth is built in the crockpot, not the microwave. Consistency and discipline are what make it work.” “Get in the batter's box, strike out if you must, but keep swinging—because every base hit gets you closer to financial freedom.” Calls to Action Stay Engaged: With the election around the corner, make sure to vote and stay informed about the policies that impact your financial life. Take Charge: Own your journey to financial freedom by understanding and adapting to economic shifts. No matter who's in office, it's your actions that matter most.  Share the Wealth: If this episode resonates, share it with someone who could benefit from these insights, and leave us a review to help spread the word. Episode Sponsored By: Discover Financial Millionaire Mindcast Shop: Buy the Rich Life Planner and Get the Wealth-Building Bundle for FREE! Visit: https://shop.millionairemindcast.com/ MY FIRST 50K!: Visit https://wiseinvestorcollective.com/ and submit your application to join!

Chicago's Morning Answer with Dan Proft & Amy Jacobson

0:00 - Stacy Williams accuses Trump of groping her in 1993   13:29 - Kamala's presser on Gen. John Kelly's comments...Trump is Hitler   26:51 - Kamala stumbles over immigration on Telemundo   45:38 - Ackman's 33 reasons   01:03:54 - ProPublica national reporter, Andy Kroll, looks at election polling showing worrisome numbers for Harris' campaign and key Dem Senate races. Keep up on the polls with Andy on X @AndyKroll   01:19:40 - Thomas W. Smith fellow at the Manhattan Institute, Heather MacDonald, weighs in on the latest Trump attacks and the Prophets of Doom. Check out Heather's latest book  When Race Trumps Merit: How the Pursuit of Equity Sacrifices Excellence, Destroys Beauty, and Threatens Lives   01:35:11 - Bill Gage, former U.S. Secret Service special agent, 2002 to 2013 during the George W. Bush and Obama presidencies:  Protecting presidents is not like in the movies 01:54:29 - James Bovard, contributing editor for The American Conservative and author of, most recently, Last Rights: The Death of American Liberty, breaks down  The Democrats' Three-Decade War on Honest Voting. Follow Jim on X @JimBovardSee omnystudio.com/listener for privacy information.

Squawk Pod
Why Bill Ackman Is Endorsing Donald Trump 10/23/24

Squawk Pod

Play Episode Listen Later Oct 23, 2024 52:15


Pershing Square Capital Management CEO Bill Ackman discusses why, after years as a “centrist,” he is supporting Donald Trump in the 2024 election. Comparing the Harris campaign with Trump's, the hedge funder says a Trump win is “in the best interest of the country.” Ackman also discusses the spread of misinformation online–including in his own posts. Plus, a conversation about treasury yields evolves into a spirited political debate, and billionaire Warren Buffett tells CNBC he will not endorse any political candidates, despite impersonators and misinformation about him on social media.  Bill Ackman - 19:17 In this episode:Bill Ackman, @BillAckmanBecky Quick,@BeckyQuickJoe Kernen, @JoeSquawkAndrew Ross Sorkin, @andrewrsorkinKatie Kramer,@Kramer_Katie

Pure Opelka
10 - 15 - Countdown to Election Day - Ackman's 33 Reasons NOT to Vote for Kamala, Jim Stovall

Pure Opelka

Play Episode Listen Later Oct 15, 2024 29:41


Headlines and a preview of tonight's radio show.

The Wright Show
Elon, Trump, and Other Scary Billionaires (Robert Wright & Paul Bloom)

The Wright Show

Play Episode Listen Later Sep 25, 2024 60:00


Deep insights about coffee and sleep from Paul ... Mindfulness and cognitive behavioral therapy ... Oligarchy + paranoid billionaires = disaster ... Ackman and Thiel join Elon in billionaire la la land ... Is Trump anti-Semitic or just really pro-Israel? ... If you don't feel alienated you should seek counseling ... Heading to Overtime ...

Bloggingheads.tv
Elon, Trump, and Other Scary Billionaires (Robert Wright & Paul Bloom)

Bloggingheads.tv

Play Episode Listen Later Sep 25, 2024 60:00


Deep insights about coffee and sleep from Paul ... Mindfulness and cognitive behavioral therapy ... Oligarchy + paranoid billionaires = disaster ... Ackman and Thiel join Elon in billionaire la la land ... Is Trump anti-Semitic or just really pro-Israel? ... If you don't feel alienated you should seek counseling ... Heading to Overtime ...

Millennial Investing - The Investor’s Podcast Network
MI368: Bill Ackman: The Highs and Lows w/ Shawn O'Malley

Millennial Investing - The Investor’s Podcast Network

Play Episode Listen Later Sep 9, 2024 56:54


In today's episode, Shawn O'Malley (@Shawn_OMalley_) breaks down the rollercoaster ride of Bill Ackman's career, who is one of the most famous investors alive. You'll learn about how Ackman's career got its start, why his biggest successes were so brilliant, why his biggest losses were so painful, what his current portfolio looks like, why his company is looking to IPO, and what sparked his decade-plus feud with billionaire Carl Icahn, plus so much more! IN THIS EPISODE, YOU'LL LEARN 00:00 - Intro 02:24 - How Bill Ackman's career got its start 03:56 - What started the feud between Bill Ackman and Carl Icahn 08:38 - Why Ackman's first hedge fund, Gotham Partners, failed 15:54 - How Ackman was able to foresee MBIA's collapse and the 2008 Financial Crisis 19:39 - Why Ackman wanted Wendy's to spin off Tim Horton's 22:01 - How Ackman made one of the greatest hedge fund trades ever  30:14 - Why Ackman's campaign against Herbalife was a financial fiasco but not necessarily wrong 31:36 - What Ackman got incorrect about Valeant Pharmaceuticals 44:37 - What Ackman's portfolio looks like today and his latest ventures And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Bill Ackman's question at the 1998 Berkshire shareholder meeting. 2003 NYT article on Gotham Partners. Highlights from the Bill Ackman and Carl Icahn debate over Herbalife. Christine Richard's book, Confidence Game. Bill Ackman's research on MBIA. Bill Ackman's letter to Wendy's CEO in 2005. Check out Betting On Zero — Herbalife movie. Check out the books mentioned in the podcast here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Range Rover Toyota Airbnb Found Public Facet Fundrise Airbnb NetSuite Connect with Shawn: Twitter | LinkedIn | Email HELP US OUT! Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

The Journal.
$25 Billion to Zero: Bill Ackman's Bungled IPO

The Journal.

Play Episode Listen Later Aug 8, 2024 17:54


Bill Ackman has pressed pause on the initial public offering of a new fund aimed at everyday investors after a lack of demand. Ackman originally aimed to raise around $25 billion in the offering, hoping to capitalize on his social-media celebrity but his fund goals shrunk dramatically. WSJ's Peter Rudegeair unpacks what happened.  Further Reading: -Can Bill Ackman Turn Social-Media Stardom Into a Blockbuster IPO?  -What Bill Ackman Got Wrong With His Bungled IPO  Further Listening: -The Life of One of Wall Street's Greatest Investors  Learn more about your ad choices. Visit megaphone.fm/adchoices

Unhedged
What's up with Bill Ackman?

Unhedged

Play Episode Listen Later Aug 8, 2024 20:37


Ackman is one of most well-known investors in the US, and one of the loudest. He has more than a million followers on X and isn't afraid to argue with any of them. But his active social media feed and his fundraising seem to be at odds. Today on the show, Rob Armstrong and James Fontanella-Khan dissect the remains of Ackman's cancelled IPO. Also we go short Italy and long hypocrisy. For a free 30-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedofferYou can email Robert Armstrong at robert.armstrong@ft.com and Katie Martin at katie.martin@ft.com.Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

The Wall Street Skinny
90. The Skinny On Panic (!) in the Markets, Ackman's Canceled IPO, and Ballerina Farm

The Wall Street Skinny

Play Episode Listen Later Aug 6, 2024 34:56


Our second weekly episode where you get THE SKINNY on whatever's happening in the markets, big deals in the news, and pop culture with us, The Wall Street Skinny. Book a free consultation at https://www.thisfirst.com, and use the code "WSS10" for a 10% discount on your prenup!Follow us on Instagram and Tik Tok at @thewallstreetskinnyhttps://www.instagram.com/thewallstreetskinny/Public Disclosure: All investing involves risk. Brokerage services for US listed securities, options and bonds in a self-directed brokerage account are offered by Public Investing, member FINRA & SIPC. Not investment advice. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank.Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1828849), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC. Securities investments: Not FDIC Insured; No Bank Guarantee; May Lose Value. See public.com/#disclosures-main for more information.Our content is for informational purposes only. You should not construe any such information or other material as legal, tax, investment, financial, or other advice.

All-In with Chamath, Jason, Sacks & Friedberg
Kamala surges, Trump at NABJ, recession fears, Middle East escalation, Ackman postpones IPO

All-In with Chamath, Jason, Sacks & Friedberg

Play Episode Listen Later Aug 2, 2024 79:10


(0:00) Bestie intros! (0:38) Election update: Dems energize around Kamala, policy questions remain (19:33) Trump's NABJ interview: smart or risky? (33:07) Markets expect rate cut in September, but are we already in a recession? (40:58) AI buildout causing short-term volatility (45:46) Assassination of Hamas leader Ismail Haniyeh: are we inching closer to war in the Middle East? (1:06:17) Bill Ackman withdraws Pershing Square USA IPO Follow the besties: https://twitter.com/chamath https://twitter.com/Jason https://twitter.com/DavidSacks https://twitter.com/friedberg Follow on X: https://twitter.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://www.natesilver.net/p/nate-silver-2024-president-election-polls-model https://www.foxnews.com/politics/harris-boycotts-netanyahu-snubs-israeli-leaders-wartime-address-give-sorority-speech https://nypost.com/2024/07/24/us-news/media-change-tune-on-calling-kamala-harris-border-czar-despite-giving-her-the-title https://x.com/jeffstorobinsky/status/1818722254542590012 https://apnews.com/business/inflation-general-news-31d83873be23c658d66526745482d572 https://x.com/grdecter/status/1819362069797654784 https://www.wsj.com/economy/consumers/inflation-interest-rates-wealth-loans-51d4276e https://www.foxbusiness.com/economy/initial-us-employment-reports-overstated-jobs https://www.foxbusiness.com/personal-finance/q1-gdp-slows-inflation-dips https://finance.yahoo.com/news/amd-stock-jumps-after-earnings-beat-driven-by-ai-chip-sales-202456320.html https://www.cnbc.com/2024/07/31/nvidia-stock-up-after-microsoft-amd-quell-fears-ai-buildout-too-fast.html https://www.ft.com/content/bad6ca0b-82fb-4ddb-b6b8-bd09dacd47ae https://www.google.com/finance/quote/NVDA:NASDAQ https://www.google.com/finance/quote/META:NASDAQ https://www.nytimes.com/2024/08/01/world/middleeast/how-hamas-leader-haniyeh-killed-iran-bomb.html https://archive.nytimes.com/www.nytimes.com/interactive/2012/06/01/world/middleeast/how-a-secret-cyberwar-program-worked.html?hp https://www.wsj.com/finance/investing/bill-ackman-pulls-investment-fund-ipo-after-shrinking-its-size-85ba1a17

Your Money. Your Life. With Delano Saporu
Episode 235: September Rate Cut?

Your Money. Your Life. With Delano Saporu

Play Episode Listen Later Aug 1, 2024 10:58


On this episode: We have a large news slate with the Fed on course for a Sept. rate cut, Ackman's Pershing withdraws IPO and Taco Bell revamps its drive-thrus. QOTW: Rapid Fire https://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. --- Support this podcast: https://podcasters.spotify.com/pod/show/delano-saporu4/support

TED Talks Daily
An activist investor on challenging the status quo | Bill Ackman

TED Talks Daily

Play Episode Listen Later May 13, 2024 25:18


Bill Ackman has made billions of dollars — and a name for himself — as an activist investor, buying up stock to push for change at companies. In this wide-ranging conversation with author and business ethics professor Alison Taylor, Ackman discusses how he's bringing his activism into the social and political spheres — and shares his thoughts on free speech, his notoriously long posts on X, the conversation around Harvard and DEI and more.

TED Talks Daily (SD video)
An activist investor on challenging the status quo | Bill Ackman

TED Talks Daily (SD video)

Play Episode Listen Later May 13, 2024 23:45


Bill Ackman has made billions of dollars — and a name for himself — as an activist investor, buying up stock to push for change at companies. In this wide-ranging conversation with author and business ethics professor Alison Taylor, Ackman discusses how he's bringing his activism into the social and political spheres — and shares his thoughts on free speech, his notoriously long posts on X, the conversation around Harvard and DEI and more.

TED Talks Daily (HD video)
An activist investor on challenging the status quo | Bill Ackman

TED Talks Daily (HD video)

Play Episode Listen Later May 13, 2024 23:45


Bill Ackman has made billions of dollars — and a name for himself — as an activist investor, buying up stock to push for change at companies. In this wide-ranging conversation with author and business ethics professor Alison Taylor, Ackman discusses how he's bringing his activism into the social and political spheres — and shares his thoughts on free speech, his notoriously long posts on X, the conversation around Harvard and DEI and more.

The Rubin Report
Liberal Billionaire Takes the Red Pill & Ignites Controversy with Latest Tweet

The Rubin Report

Play Episode Listen Later Apr 26, 2024 49:53


Dave Rubin of “The Rubin Report'' talks about legendary investor, billionaire, and liberal Bill Ackman igniting a massive controversy by announcing that he will not be voting for Joe Biden; Ackman telling Lex Fridman how various groups at Harvard University supporting Hamas' actions on October 7 are what woke him up to the dangers of DEI ideology; footage of Marc Lamont Hill encouraging violence to the pro-Palestine protesters at Columbia University; a pro-Palestine Columbia student revealing how shockingly ignorant the protesters are; swimmer Riley Gaines blowing Sage Steele's mind by sharing never-before-told details of what it was like to be in the locker room with trans athlete Lia Thomas; and Stacey Abrams explaining why any attack on DEI is really an attack on democracy. Dave also does a special “ask me anything” question-and-answer session on a wide-ranging host of topics, answering questions from the Rubin Report Locals community. WATCH the MEMBER-EXCLUSIVE segment of the show here: https://rubinreport.locals.com/ Check out the NEW RUBIN REPORT MERCH here: https://daverubin.store/ ---------- Today's Sponsors: The Wellness Company - Stop struggling to get a good night's sleep.Try The Wellness Company's Restful Sleep Formula, an all-natural alternative to melatonin. Packed with ashwagandha, kava, chamomile, passionflower and more – this powerful capsule has everything you need for deep, rejuvenating sleep. Rubin Report viewers save 10% off at checkout and get FREE shipping. Go to: https://TWC.health/RUBIN and use CODE: RUBIN PDS Debt - If you're making payments every month on your debt and your balances aren't going down, this program is for you. PDS Debt provides options that consolidate your debts into one low monthly payment. Everyone with $10,000 or more in eligible debt qualifies and there is no minimum credit score required. Get a free debt analysis right now Go to: https://pdsdebt.com/RUBIN Learn more about your ad choices. Visit megaphone.fm/adchoices

The New Abnormal
Trump's New Slogan Sums Him Up Perfectly

The New Abnormal

Play Episode Listen Later Jan 16, 2024 60:14


On The New Abnormal, hosts Danielle Moodie and Andy Levydiscuss the problem with Trump's newest slogan. Then, Frankie Miranda, the president andCEO of the Hispanic Federation, tells us about the importance of the Latinx vote. Plus! We talkto the New Republic's Timothy Noah, who explains the wild ride that started with billionaire BillAckman's vicious Twitter campaign against then-Harvard President Claudine Gay, and thensnowballed. Hosted on Acast. See acast.com/privacy for more information.

The Charlie Kirk Show
Bill Ackman Sees the Light

The Charlie Kirk Show

Play Episode Listen Later Dec 5, 2023 34:39


A surge of anti-Semitic hatred on campus since the October 7 attack has many wealthy Jewish Americans shifting their opinions in a big way — and not just on Jewish issues. Now, establishment megadonor Bill Ackman has written a stunning open letter denouncing Harvard's extreme history of anti-white racism, and apologizing for his past failure to act. Charlie describes why Ackman's letter represents such a dramatic shift, and why it's an opportunity conservatives must seize immediately.Support the show: http://www.charliekirk.com/supportSee omnystudio.com/listener for privacy information.