POPULARITY
Jason and Jeff welcome Ben Carlson from Ritholtz Wealth Management, author of A Wealth of Common Sense. The discussion delves into Ben's unique career journey in finance, key investing strategies, and the importance of asset allocation. They also touch on the pitfalls of market timing, the impact of macroeconomic factors, and the burgeoning influence of AI on markets. 00:48 Ben Carlson's Career Journey01:54 Investment Strategies and Asset Allocation02:51 Impact of the Great Financial Crisis09:22 The Role of a Wealth Manager11:55 DIY Investing vs. Professional Advice15:50 Navigating Market Noise and Historical Context22:31 The AI Boom and Investment Implications26:27 Market Predictions and Diversification28:03 Realistic Expectations in Wealth Management29:39 Personal Investment Strategies32:51 Avoiding Market Timing Pitfalls35:49 Automating Investments for Success42:51 Balancing Saving and SpendingCompanies mentioned: NVDAFind Ben's work at: https://awealthofcommonsense.com/*****************************************Subscribe to our portfolio on Savvy Trader *****************************************Email: investingunscripted@gmail.comTwitter: @InvestingPodCheck out our YouTube channel for more content: ******************************************To get 15% off any paid plan at finchat.io, visit https://finchat.io/unscripted******************************************Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTube*Terms and Conditions apply.*****************************************2025 Portfolio Contest2024 Portfolio Contest2023 Portfolio Contest
The tariff rollercoaster has created a lot of uncertainty in the tech industry. We're digging into how its playing out for makers of consumer tech, e-commerce platforms and AI. Marketplace's Meghan McCarty Carino speaks with Paresh Dave, senior writer at Wired, about all these topics for this week's Tech Bytes.
The tariff rollercoaster has created a lot of uncertainty in the tech industry. We're digging into how its playing out for makers of consumer tech, e-commerce platforms and AI. Marketplace's Meghan McCarty Carino speaks with Paresh Dave, senior writer at Wired, about all these topics for this week's Tech Bytes.
Meet Sharad Sanghi who built India's first data center, he spent 25 years building Netmagic, India's largest data center company. He came to India in 1995, worked at VSNL as the country was discovering the internet, and built a company focused on internet for businesses.Now he is building Neysa, an AI cloud startup, which recently raised $50M to help businesses adopt AI, all from India. With Neysa businesses can use AI without writing a lot of code or use five different tools to run it. And do everything—train models, test them, deploy them, and monitor them—in one single dashboard.Sharad has a lot of perspective to share—as someone who was at the forefront while India adopted the internet, and now, the AI wave.If you're building in AI, part of an enterprise exploring AI, or simply thinking about where India is in the AI race—this episode is for you.0:00 – Trailer02:00 – How Neysa makes AI easy & cheap?04:37 – From datacentre to AI06:54 – 1200 GPUs & 15 Clients07:24 – Selling internet to Businesses12:03 – Why India Needs Local AI Clouds13:20 – How Neysa Plans to Stand Out15:14 – Is Scaling a Hyperscaler Easy?19:26 – Can India Shift from IT to AI?26:40 – AI in Large Enterprises vs Mid-Market27:51 – AI Revolution vs Cloud in 200631:06 – What's the Moat for AI Startups?33:08 – Is Private Data the Real AI Goldmine?35:59 – Why Product & GTM Matter Early On38:06 – Why Scaling must come before Demand42:12 – OpenAI's edge on Deepseek?44:52 – How should enterprises navigate AI?46:32 – Did Only NVIDIA Predict the AI Boom?48:17 – Founder 1.0 V/S 2.0-------------Hi, I am your host Siddhartha! I have been an entrepreneur from 2012-2017 building two products AddoDoc and Babygogo. After selling my company to SHEROES, I and my partner Nansi decided to start up again. But we felt unequipped in our skillset in 2018 to build a large company. We had known 0-1 journeys from our startups but lacked the experience of building 1-10 journeys. Hence was born The Neon Show (Earlier 100x Entrepreneur) to learn from founders and investors, the mindset to scale yourself and your company. This quest still keeps us excited even after 5 years and doing 200+ episodes.We welcome you to our journey to understand what goes behind building a super successful company. Every episode is done with a very selfish motive, that I and Nansi should come out as a better entrepreneur and professional after absorbing the learnings.-------------Check us out on:Website: https://neon.fund/Instagram: https://www.instagram.com/theneonshoww/LinkedIn: https://www.linkedin.com/company/beneon/Twitter: https://x.com/TheNeonShowwConnect with Siddhartha on:LinkedIn: https://www.linkedin.com/in/siddharthaahluwalia/Twitter: https://x.com/siddharthaa7-------------This video is for informational purposes only. The views expressed are those of the individuals quoted and do not constitute professional advice.Send us a text
Magnificent 7 stocks down again today as markets reel from President Trump's tariff announcement. We look at how tariffs could hit the hyperscalers where it counts, threatening to dent multi-billion dollar data center plans.
Alex Duys from Umthombo Wealth on PPC going ahead with its new Western Cape plant and Datatec's latest update: Is this a stock worth watching? Ann Sebastian from Terebinth Capital talks food producers and retailers on the JSE. Simon offers his hacks on investing in single commodities.
Renowned market commentator and Cornell professor Dave Collum joins us for an unfiltered, no-holds-barred conversation on the forces tearing through the global economy. From the deliberate demolition of economic structures to the speculative insanity around AI and private equity, Dave breaks down why he believes we're living in a financial illusion, and what comes next. We cover distorted markets, fake job booms, recession denial, and the misunderstood gold narrative. It's punchy, provocative, and packed with hard truths every investor should hear.---------------
Jason and Paul Lizell discuss the current state of the real estate market, with Paul sharing his insights from being on the ground and Jason predicting a severe housing shortage by 2030. They also touched on long-term demographic trends, the potential for reduced interest rates, and the impact of these trends on the real estate market. Jason expressed optimism about the real estate market, predicting at least 3% appreciation this year, and encouraged others to invest. Learn how to BUY HOUSES AT AUCTION. Visit https://www.JasonHartman.com/REO today! Today's sponsor https://JasonHartman.com/Connected offers real estate investors access to Connected Investors' PiN (Property Intelligence Network) software. This tool provides nationwide property data, including features like unlimited individual property skip tracing, comprehensive property reports, and a Contract Genie for generating legal documents. Subscription options are available on a monthly or annual basis, with the annual plan offering additional benefits such as a dedicated product specialist. The platform emphasizes its commitment to providing accurate, up-to-date information to assist investors in making informed decisions. Visit http://jasonhartman.com/connected today! #RealEstateInvesting #HousingMarket #InterestRates #RentalMarket #InvestmentProperty #RealEstateTrends #EconomicOutlook #FinancialFreedom #PropertyInvestment #JasonHartman Key Takeaways: 1:30 Get your tickets to https://EmpoweredInvestorLive.com/ 2:25 A view from someone on the ground 6:29 The housing affordability Gap 7:48 Ai Boom and the housing market 12:07 https://jasonhartman.com/connected 13:28 Mortgage rates and pressure on rents 17:18 A crazy time to start investing in real estate 18:20 Shadow inventory vs. shadow demand and the confidence in investing now 22:32 Jason's long-term prediction, population and the FED rates 26:31 Trump cross currents 28:20 Learn how to BUY HOUSES AT AUCTION. Visit https://www.JasonHartman.com/REO today! https://empoweredinvestorlive.com/ Follow Jason on TWITTER, INSTAGRAM & LINKEDIN Twitter.com/JasonHartmanROI Instagram.com/jasonhartman1/ Linkedin.com/in/jasonhartmaninvestor/ Call our Investment Counselors at: 1-800-HARTMAN (US) or visit: https://www.jasonhartman.com/ Free Class: Easily get up to $250,000 in funding for real estate, business or anything else: http://JasonHartman.com/Fund CYA Protect Your Assets, Save Taxes & Estate Planning: http://JasonHartman.com/Protect Get wholesale real estate deals for investment or build a great business – Free Course: https://www.jasonhartman.com/deals Special Offer from Ron LeGrand: https://JasonHartman.com/Ron Free Mini-Book on Pandemic Investing: https://www.PandemicInvesting.com
Delve into William Blair's latest generative AI report, “Navigating the Boom: Confronting GenAI's Most Pressing Questions.” Featuring insights from technology analysts Jason Ader, Arjun Bhatia, and Sebastien Naji, this episode explores the current state of AI, industry trends, and the future of AI development.
Super Micro Computers has become a go to supplier for the hyperscaling tech companies, who are all rushing to build the next generation of infrastructure: AI data centers. On this Claman Countdown Encore, we revisit Liz's conversation with Super Micro Computer CEO and founder Charles Liang. Charles talks to Liz about how Super Micro's past troubles are behind them and his confidence that the AI boom will only continue from here. Learn more about your ad choices. Visit podcastchoices.com/adchoices
This week, we discuss Discord's IPO plans, Cursor's big raise, and how much coding developers actually do. Plus, is Southwest making a huge mistake with bag fees and assigned seats? Watch the YouTube Live Recording of Episode (https://www.youtube.com/live/JmkVmwAMw6U?si=ywGs_F3DImUFC0LZ) 510 (https://www.youtube.com/live/JmkVmwAMw6U?si=ywGs_F3DImUFC0LZ) Runner-up Titles Cote's not here, so we'll keep it tight They treated me like I'm stupid I'm not here to buy into the culture Go eats some rocks and glue My head is full of simultaneous thoughts Fly high Icarus, fly high We are certain of the uncertainty Rundown Southwest Airlines shifts to paid baggage policy to lift earnings (https://www.reuters.com/business/aerospace-defense/southwest-airlines-shifts-paid-baggage-policy-lift-earnings-2025-03-11/) Discord in Early Talks With Bankers for Potential I.P.O. (https://www.nytimes.com/2025/03/05/technology/discord-ipo.html?unlocked_article_code=1.1k4.eQrV.NtKK_GpiT-Di&smid=nytcore-ios-share&referringSource=articleShare&sgrp=p) IDE Follow up DevTasks outside of the IDE (PDF) (https://www.microsoft.com/en-us/research/uploads/prod/2019/04/devtime-preprint-TSE19.pdf) How Much Are LLMs Actually Boosting Real-World Programmer Productivity? — LessWrong (https://www.lesswrong.com/posts/tqmQTezvXGFmfSe7f/how-much-are-llms-actually-boosting-real-world-programmer) [AI [CursorStartup Anysphere in Talks for Close to $10 Billion Valuation (https://www.bloomberg.com/news/articles/2025-03-07/ai-startup-anysphere-in-talks-for-close-to-10-billion-valuation) Market Trends Nvidia Is Down 27% From Its Peak. (https://www.fool.com/investing/2025/03/07/nvidia-stock-down-27-from-peak-history-says-this/) Millennium Loses $900 Million on Strategy Roiled by Market Chaos (https://www.bloomberg.com/news/articles/2025-03-08/millennium-loses-900-million-on-strategy-roiled-by-market-chaos) Relevant to your Interests OpenAI executives have told some investors about plans for a $20,000/month agent (https://www.theinformation.com/articles/openai-plots-charging-20-000-a-month-for-phd-level-agents> |
Top Stories: Amazon announced Alexa+ with new features Nvidia says AI Boom is far from over OpenAI's Sora will get ChatGPT Integration to produce better videos After 2 years, the UK gives Microsoft and OpenAI clearance form Antitrust officials McDonald's is implementing AI in their restaurants HP and Google team up on Project Starline for 3D video calling
Artificial intelligence is generating a ton of money and buzz. But could we be in a bubble? WSJ reporter Rolfe Winklers tells us what lessons we can learn from the early 2000s. Plus, can traditional data-storage companies keep up with AI's demands? WSJ reporter John Keilman explores innovations in hard-disk drives. Shara Tibken hosts. Sign up for the WSJ's free Technology newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices
Matt Cohen and John Ruffolo dive into the growing exodus of Canadian talent to the U.S., breaking down why top founders and engineers are choosing Silicon Valley over homegrown opportunities. They discuss OpenAI's latest move to charge up to $20,000 per month for AI-powered research agents and how companies are rethinking hiring in light of these powerful tools. The conversation also covers the controversial CoreWeave IPO, highlighting its rapid $1.9B revenue surge, heavy reliance on Microsoft, and whether it signals a coming shake-up in cloud computing. On the political front, they analyze the potential for an early Canadian election, shifts in party leadership, and how economic policies—like capital gains tax hikes—are driving entrepreneurs out of the country.Canada's Tech Exodus: Why Founders Are Flocking to the U.S. (07:00)A striking rise in Canadian emigration has raised concerns about the country's ability to retain top talent. In 2024, 81,601 Canadians left the country, the highest number since 2017—half of them from Ontario.* Capital gains tax hikes pushing high-net-worth individuals and founders to relocate.* U.S. venture capital firms providing better funding opportunities for Canadian startups.* YC founder exodus: More Canadian founders are moving to the U.S. post-Y Combinator Demo Day, as confirmed by YC CEO Gary Tan.John Ruffolo's take:* Canada risks losing its top tech talent permanently if it doesn't address the capital and policy gaps driving this migration.* Founders aren't leaving out of convenience—it's about better market access, capital, and scaling opportunities.OpenAI's $20K/Month AI Agents: A Game-Changer? (18:00)OpenAI is rolling out three tiers of AI-powered assistants, capable of advanced research, software development, and business strategy—at a hefty price tag.Pricing breakdown:* $2K/month: Handles advanced knowledge worker tasks.* $10K/month: AI for software development.* $20K/month: PhD-level AI agents for deep research.Why this matters:* AI-powered coding tools like Cursor.dev have already grown to $100M ARR in 18 months.* Founders are increasingly opting for AI engineers over hiring multiple full-time developers.* This signals a shift in the labor market, potentially disrupting high-paid professional roles in tech, research, and consulting.CoreWeave's $2B Revenue IPO—Boom or Bust? (12:00)CoreWeave, a cloud computing startup that stockpiled NVIDIA GPUs early, is racing toward a high-profile IPO.Key numbers:* Revenue skyrocketed from $16M in 2022 to $1.9B in 2023.* Microsoft accounts for 62% of its revenue, sparking concerns over customer concentration.* The company holds $11B in debt, raising questions about profitability.* Founders cashed out $500M pre-IPO, raising red flags.John Ruffolo's analysis:* This looks like a high-risk, low-margin business that may struggle to justify its valuation.* Heavy debt financing and reliance on Microsoft contracts make it a shaky bet.* If public markets reject CoreWeave, it could be a warning sign for other AI and cloud IPOs.Will Canada See an April Election? (03:00)With Canada's Liberal Party leadership race heating up, rumors suggest an election could be called as early as March 16, with a vote on April 22.* The Liberals want a short election to limit Conservative fundraising advantages.* Mark Carney is positioned as the Liberal frontrunner, but he doesn't currently hold a parliamentary seat.* Coalition talks between Liberals, NDP, and the Green Party could reshape Canada's political landscape.Projected outcomes:* Conservative majority is still likely, but the margin has narrowed.* A left-wing coalition could prevent a Conservative landslide.The Bigger Picture: Where is Canada Headed?From AI disruption and talent migration to political uncertainty, this episode of Tank Talks dives into the forces reshaping Canada's future. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit tanktalks.substack.com
Taiwan Semiconductor Manufacturing Co. (TSMC) is investing another $100 billion in U.S. chip production, bringing its total commitment to $165 billion. This move strengthens the U.S. as a global AI leader and could reshape real estate markets in tech hubs like Phoenix and Sherman, TX. Kathy Fettke explores how this massive investment, along with President Trump's AI infrastructure deal with Oracle, OpenAI, and SoftBank, could drive property values, job growth, and demand for commercial space. Could this be the next big tech-driven real estate boom? Tune in to find out. 00:00 US Chip Production Investment 00:51 TSMC 01:13 President Trump's Announcement 01:45 AI and US Technology 02:04 Real Estate Impact LINKS JOIN RealWealth® FOR FREE https://realty.realwealth.com/join-now/ SYNDICATIONS: Wild Pine San Antoniohttps://realwealth.com/wildpine FOLLOW OUR PODCASTS Real Wealth Show: Real Estate Investing Podcast https://link.chtbl.com/RWS Real Estate News: Real Estate Investing Podcast: https://link.chtbl.com/REN Sources: 1. https://www.connectcre.com/stories/breaking-news-tsmc-to-invest-100b-more-in-u-s-chip-manufacturing/ 2. https://www.cnbc.com/2025/01/21/trump-ai-openai-oracle-softbank.html
Just one query to ChatGPT takes as much energy as powering a lightbulb for some 20 minutes. As AI balloons, so does its demand for electricity. That's driving tech companies to increase their demand for fossil fuels.
If you want to hear a comparison of the best thematic ETFs covering Artificial Intelligence on the ASX, this is it! We are back with our Best ETF For series and this time we're answering a question from Lachie, who noticed some interesting differences in some ETF products harnessing the AI movement.In this episode we:cover why you should invest in AIdebate whether an ETF or single stock investing is the best way to do itunpack 3 of the most popular AI thematic ETFs on the ASX: SEMI, GXAI & RBTZIf you want to see these ETFs compared and follow along while you listen, download this google sheet our producer made for this episode!ETFs Covered:Global X Artificial Intelligence ETF (GXAI)Betashares Robotics & Artificial Intelligence (RBTZ)Global X Semiconductor ETF (SEMI) Listen to this AI 'Picks and Shovels' episode on Equity MatesHave an investing question? Record a voice note or send us a message on our website and we'll answer it on the podcast.—------Sign up to our daily news email to get the news moving markets delivered to your inbox at 6am every weekday morning. Short, sharp, to the point, it'll get you up to speed in less than 5 minutes.—------Want more Equity Mates?Listen to our original podcast: Equity Mates Investing (Apple | Spotify)Watch Equity Mates on YouTubePick up our books: Get Started Investing and Don't Stress, Just InvestFollow us on social media: Instagram, TikTok, & LinkedIn—------In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. —------Get Started Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial Hosted on Acast. See acast.com/privacy for more information.
Data centers are filled with servers, basically a bunch of beefed-up computers stacked on top of each other in buildings that can be as big as warehouses. So they need a lot of electricity. And there are more of those projects in the works. For example, Meta has said it's planning to build out at least one data center that’s going to be so big it could cover a good chunk of Manhattan. Wall Street Journal tech reporter Meghan Bobrowsky explained to Hughes what kinds of companies are benefitting from this data center construction boom.
Data centers are filled with servers, basically a bunch of beefed-up computers stacked on top of each other in buildings that can be as big as warehouses. So they need a lot of electricity. And there are more of those projects in the works. For example, Meta has said it's planning to build out at least one data center that’s going to be so big it could cover a good chunk of Manhattan. Wall Street Journal tech reporter Meghan Bobrowsky explained to Hughes what kinds of companies are benefitting from this data center construction boom.
Soaring demand for AI has accelerated the building of massive data centers to support the technology, including in the Bay Area. As more centers are built, local residents and environmentalists are concerned about how they disrupt local communities and pose significant health and environmental risks. Links As California AI Data Centers Grow, So Does Dirty Energy Learn more about your ad choices. Visit megaphone.fm/adchoices
https://www.youtube.com/@Coffeeandamike In this episode, host Mike Ferris sits down with Matt Smith to discuss a revolutionary economic plan purportedly being executed by the Trump administration. They delve into the aggressive reshoring of gold, potential devaluation of the U.S. dollar, and plans for a sovereign wealth fund. Matt emphasizes the far-reaching consequences of these actions, drawing parallels with historical events like the 1971 gold standard abandonment and the 1985 Plaza Accord. The conversation explores how these economic strategies aim to reshape America's monetary and trade relations fundamentally. They also discuss the potential implications for ordinary Americans, the role of gold, and the importance of technological advancements. The episode concludes with insights into Matt's upcoming book 'The Preparation,' which offers young men an alternative to traditional university education. 00:00 Introduction and Overview 01:15 The Big Story: Trump's Economic Plan 02:07 Gold Market Dynamics 02:56 Implications of Gold Accumulation 06:39 Devaluation of the Dollar 09:02 Historical Context: 1971 and 1985 10:23 China's Economic Policies 12:17 Sovereign Wealth Fund and U.S. Assets 14:51 Inflation and Economic Strategy 16:48 Potential Outcomes and Challenges 17:21 The Role of Tariffs and Trade Wars 20:09 Market Reactions and Speculations 27:18 Future of Crypto and CBDCs 37:53 Civil War at the Top 43:24 Setting Up the Sovereign Wealth Fund 44:57 Trump's Economic Strategy and Philosophical Core 45:48 The Gaza Conflict and Philosophical Implications 48:03 Surveillance State and Digital Currency 51:28 AI Boom and Economic Disruption 55:36 Managing Capital and Economic Policies 57:16 The Future of the U.S. Economy 01:00:21 Gold Investment and Financial Advice 01:10:12 Global Trade and Economic Relations 01:12:16 Final Thoughts and Personal Reflections
ในช่วงปลายทศวรรษ 1990 โลกกำลังก้าวเข้าสู่ยุคแห่งการเปลี่ยนแปลงครั้งใหญ่ เทคโนโลยีที่เรียกว่าอินเทอร์เน็ตกำลังปฏิวัติวิถีชีวิตของผู้คนในทุกด้าน จากจุดเริ่มต้นที่มีผู้ใช้งานเพียง 2.6 ล้านคนในปี 1990 จำนวนผู้ใช้อินเทอร์เน็ตเพิ่มขึ้นอย่างก้าวกระโดดเป็น 45 ล้านคนในเวลาเพียง 5 ปี อัตราการเติบโตที่น่าทึ่งนี้ทำให้จำนวนผู้ใช้งานเพิ่มขึ้นเป็นสองเท่าในทุกๆ ปี ซึ่งเป็นอัตราการเติบโตที่รวดเร็วกว่าการแพร่หลายของวิทยุและโทรทัศน์ในยุคแรกเริ่มของสื่อเหล่านั้นอย่างเทียบกันไม่ได้ ความเปลี่ยนแปลงนี้ไม่ได้จำกัดอยู่เพียงแค่จำนวนผู้ใช้งานที่เพิ่มขึ้น แต่ยังรวมถึงวิธีการที่ผู้คนใช้เทคโนโลยีใหม่นี้ในชีวิตประจำวัน อินเทอร์เน็ตเริ่มเปลี่ยนแปลงทุกอย่างตั้งแต่วิธีการติดต่อสื่อสาร การทำธุรกิจ ไปจนถึงการใช้ชีวิตประจำวันของผู้คน นักลงทุนและผู้ประกอบการต่างมองเห็นโอกาสมหาศาลในการสร้างธุรกิจบนแพลตฟอร์มใหม่นี้ เลือกฟังกันได้เลยนะครับ อย่าลืมกด Follow ติดตาม PodCast ช่อง Geek Forever's Podcast ของผมกันด้วยนะครับ #ฟองสบู่ดอทคอม #ลงทุนหุ้น #หุ้นเทค #StockMarket #หุ้นไทย #เล่นหุ้น #หุ้นมือใหม่ #WarrenBuffett #Investment #DotComBubble #ArtificialIntelligence #AI #ลงทุน #หุ้นพื้นฐาน #StartUp #WealthManagement #MoneyManagement #หุ้นปันผล #InvestorAlert #ความรู้การลงทุน #geekstory #geekforeverpodcast
Welcome to the latest episode of Rise UP!—your go-to weekly market and economic recap, where the biggest financial stories meet expert analysis. Hosted by two of the industry's most accomplished voices, Rise Growth Partners' Terri Kallsen, CFP®, and Joe Duran, CFA, alongside special guests Peter Boockvar (CIO of Bleakley Financial Group) and Andy Schwartz (Co-Founder & Principal of Bleakley Financial Group). Join us as we dive into: 1️⃣ Markets Reflecting Political Unpredictabillity: Tariffs, Interest Rates, Strong U.S. Dollar! 2️⃣ Gold at Record Highs Still Undervalued? Is Bitcoin Really Digital Gold? 3️⃣ Smart Investing Strategies & The 1930s Tariff Trade War Redux? And much more!
John Reade from the World Gold Council explores a record-breaking year for gold demand, driven by aggressive central bank buying in Q4.
In this episode, hosts Pat and Tevo discuss various topics including the use of ChatGPT in podcasting, the impact of Dry January on the bar industry, and the rise of artificial intelligence in business. They explore how AI tools can assist in content creation and research, the changing trends in alcohol consumption, and the implications of market volatility on investments, particularly in companies like Nvidia. In this conversation, Pat and Tevo explore the complexities of financial markets, the role of government and insurance during crises, and the increasing necessity for individuals to trade out of financial need. They discuss the impact of inflation on investment strategies and the pervasive presence of AI in everyday life, highlighting the disparity between perceived and actual AI usage in businesses. The dialogue culminates in innovative marketing strategies in the bar industry, showcasing how unique promotions can drive customer engagement and sales. 00:00 Introduction to the Podcast and Hosts 01:50 Exploring the Role of ChatGPT in Podcasting 15:29 The Impact of Dry January on Business 28:22 The Rise of Artificial Intelligence in Business 35:21 The Role of Government and Insurance in Financial Crises 37:12 Navigating the Risks of Trading and Investment 39:18 The Impact of Inflation on Investment Strategies 43:07 The Dangers of Trading Out of Necessity 46:23 Understanding AI's Ubiquity in Daily Life 50:16 The Business Landscape of AI Adoption 58:23 The Future of AI in Business and Marketing Strategies YouTube and Socials https://mtr.bio/sorry-were-closed-Pod
NVIDIA just lost $600 billion in market cap, the biggest single-day wipeout in history. Is this the beginning of a tech market collapse? In this episode of Soar Financially, I sit down with Louis-Vincent Gave, CEO of Gavekal Research, to break down what this means for the markets, the AI sector, and global economic trends. We discuss China's surprising AI breakthrough with DeepSeek, its impact on US tech dominance, and whether NVIDIA's stock crash signals the end of the AI bubble. We also cover gold's reaction, why central banks continue accumulating, and how inflation, US-China relations, and geopolitics are shaping investment trends. #nvidia #gold #china ----------- Thank you to our #sponsor MONEY METALS. Make sure to pay them a visit: https://bit.ly/BUYGoldSilver ------------
Get the Top 10 stocks of 2025 from Seeking Alpha Limited Time offer on Trendspider - save over $1500 and get unlimited 1-1 Training for 1 year! 1. Don't just read headlines - Fartcoin 2. ETF's to follow 3. Barclays ETF's for Volatility with Trump 4. Using Finviz to find things 5. $NVDA and AI 6. Earnings is moving stocks 7. Project Starlight and the AI trade - tech and energy 8. Earnings - $NFLX $UAL $COF $GEV 9. Top Tech stocks to buy before next week's earnings 10. $AMD TRENDSPIDER SALE - best offer available - https://linktr.ee/dailystockpick Sign up at the top link (use code DSP25 if prompted) Email me at dailystockpick3@gmail.com I'll send you all the algorithms, watchlists and scanners that you see me use each and every day. Social Links and more - https://linktr.ee/dailystockpick SEEKING ALPHA BUNDLE - save over $150 SEEKING ALPHA PREMIUM - my $30 off coupon for a limited time Watch this episode on YouTube with video to see how Steve from Seeking Alpha uses the tool to navigate on picking stocks. Want to beat the S&P? Sign up for Alpha Picks here. FREE NEWSLETTER WITH CHARTS - subscribe at dailystockpick.substack.com
A remarkable growth story unfolds in this episode of the Product-Led Podcast as David, CEO and founder of Submagic, shares how his company scaled from $0 to $1 million ARR in just three months. Learn the strategies behind their success, including timing with the AI boom, a unique affiliate program, and an unwavering focus on customer feedback. Discover the practical steps and tools used by Submagic to build a sustainable business, and how their lean team of 15 now serves over 2 million users globally. Show Notes: [00:09] Introduction: From $0 to $1 Million ARR in 3 Months [00:40] The Perfect Timing: Leveraging the AI Boom [01:16] Submagic's Vision and MVP Process [02:03] Building the Affiliate Strategy with Small TikTok Creators [05:13] Gamification and Incentives for Affiliates [07:00] Scaling Beyond the Affiliate Model [09:12] Focus on Three Pillars: Product, Distribution, and Customer Experience [12:10] Structuring a Lean Team for Growth [13:14] Insights into Customer Engagement and Feedback Loops [16:04] Sustaining 10% Monthly Growth and Competing in the Market [18:06] Upcoming Features: Saving Time with Magic Clips [20:09] Habits for Product-Led Growth: Listening and Prioritizing [21:27] Final Takeaways for Founders About David David is the CEO and founder of Submagic, a bootstrapped SaaS company that focuses on empowering businesses with short-form content creation tools. His leadership blends creative expertise and a relentless focus on customer-centric growth. About Submagic Submagic revolutionizes short-form content creation for businesses with AI-powered tools designed for simplicity, efficiency, and scalability. Connect with David LinkedInSubmagic
The AI Boom or Bust, AI in the Medical Industry and the Military, More on the Road To Retirement Seminar Saturday February 1st 10am to Noon at the Palo Alto Elks Lodge with CFP Chad Burton and CFP Ryan Ignacio of EP Wealth Advisors
The AI Boom or Bust, AI in the Medical Industry and the Military, More on the Road To Retirement Seminar Saturday February 1st 10am to Noon at the Palo Alto Elks Lodge with CFP Chad Burton and CFP Ryan Ignacio of EP Wealth AdvisorsSee omnystudio.com/listener for privacy information.
Have you noticed the buzz around AI and venture capital in PropTech lately? Let's unpack what's driving this surge in innovation and investment. In this episode of the Multifamily Collective, Mike Brewer explores the renewed optimism in the PropTech space, fueled by venture capital in Q3 and Q4 of 2024. Could AI be the catalyst behind this surge? From startups embedding artificial intelligence into their services to the broader implications of a growing AI-powered ecosystem, we discuss what's shaping PropTech into a mainstream asset class. Mike also ponders whether external factors, like elections or macroeconomic trends, are playing a role in this renewed momentum. Join the conversation and share your thoughts! Is AI truly reshaping PropTech's future, or are there other forces at play? Don't forget to like this video, subscribe to the channel, and hit the notification bell so you never miss a discussion about the future of Multifamily and PropTech!
Hold on tight. The rollercoaster that was 2024 is finally coming to an end. Marketers may find themselves dizzy from the many ups and downs the industry experienced this year. 2024 saw more ads on streaming platforms, but also an ad price correction that favored ad buyers' wallets. There was also the generative AI boom (or bauble, depending on who you ask). Of course, there was Google's long kiss goodnight with third-party cookies, in which the tech giant decided to keep cookies after all but let users decide if they want to opt in or not. And who could forget the 2024 presidential election, the gift that kept on giving to news publishers. To help the industry make sense of this past year, this episode of the Digiday Podcast is a vignette-style look back at 2024. Hosts Tim Peterson, executive editor of video and audio at Digiday, and Kimeko McCoy, senior marketing reporter, revisit the biggest moments (and podcast episodes) of 2024. Here are the full episode interviews that they mention in the podcast: Third-party cookies are hanging on, but Epsilon says brand marketers should still focus on first-party data Inside Dow Jones's AI governance strategy, with Ingrid Verschuren Duolingo's head of global social strategy, Katherine Chan, talks about making unhinged content work and learning from mistakes From scratch to slam dunk: New York Liberty's Shana Stephenson on building basketball team's brand and keeping fans in the game A postmortem on this year's TV and streaming upfront ad market with UM Worldwide's Marcy Greenberger How the Martin family went from part-time vloggers to a family of social media mavens Digiday editors on Trump administration picks and the impact on the ad industry
Tech companies such as Google, Amazon and Microsoft need loads of electricity to power their artificial intelligence goals, and they are looking into all options, including nuclear power, to achieve them. That's why Microsoft has partnered with a utility company to restart a reactor at Three Mile Island, the site of the worst nuclear disaster in US history. The FT's US energy editor Jamie Smyth explains what challenges lie ahead with a 2028 deadline looming. Clips from CBS News, ABC News, WNEP- - - - - - - - - - - - - - - - - - - - - - - - - - For further reading:Restart of Three Mile Island tests US appetite for nuclear revivalResurgent US electricity demand sparks power grid warnings Big Tech's dash for nuclear power- - - - - - - - - - - - - - - - - - - - - - - - - - Follow Jamie Smyth and Michela Tindera on X (@JamieSmythF) (@mtindera07), on Bluesky (@jamiesmythft.bsky.social), (@mtindera.bsky.social) or follow Michela on LinkedIn for updates about the show and more. Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.
This ‘lost episode' of Turpentine VC with investor Elad Gil was recorded at a unique moment in time (September 2022) — before ChatGPT, Claude and Perplexity launched. Drawing from his experiences at Google, Elad discusses early ML systems, the open source debate, NVIDIA, labor markets, and AI alignment and shares some behind the scenes anecdotes. —
‘We are about to get to a point where we can no longer trust video. We can't trust photos any more': Viv Govender from Rand Swiss.
Quantum Capital Group CEO Wil VanLoh speaks on artificial intelligence generating an increase in energy demand and how existing power plants are key to fueling the AI Boom. He speaks with Bloomberg's Jonathan Ferro, Lisa Abramowicz, and Annmarie HordernSee omnystudio.com/listener for privacy information.
In this episode, Mark Fancourt, founder and principal of TRAVHOTECH, shares insights into the evolving landscape of hospitality technology, drawing from his extensive experience leading technology for both hospitality companies and solution providers. Chapters:Takeaways from ILHA & How Mark Learns About Tech and Innovation (01:40)Why Work in Hospitality? (05:47)Why Luxury Hospitality Is Critical to Watch (08:06)What's Exciting in Hotel Technology Today? (10:59)Hotel-Specific vs. Big Tech Solutions (16:16)CRM vs. PMS: Key Differences and Opportunities (18:37)Build vs. Buy: The Technology Decision for Hotels (23:45)The One Technology Hotels Can't Buy Today (24:40)Lessons from Past Tech Cycles for the AI Boom (25:58)The Potential of AI-Powered Voice Technology (27:56)How Technology Bridges Language Barriers in Travel (30:36)The Mindset Shift Required to Benefit from Technology (33:49)How to Sell Technology Internally and Secure Approvals (36:09)Technology as a Competitive Advantage in Hospitality (38:42)Flywheels and Exponential Outcomes in Hotel Technology (42:01)Do You Need New Technology or Better Education? (42:37)Building Long-Term Relationships with Technology Providers (45:41)Case Study: Technology Excellence at Peninsula Hotels (48:50)What the Hospitality Industry Can Learn from Other Industries (52:49)Read Mark's article: Where does hotel PMS software sit in the new hospitality technology stack?If you liked this, you may also enjoy: Creative but Practical Uses for AI Today in Hotel Sales, Marketing, and Revenue Management (Takeaways From HSMAI's Latest Event) - Lou ZamerykaSend Josiah a text If you enjoy the Hospitality Daily Podcast, you'll love the Hotel Tech Insider podcast - where you'll find interviews with hotel industry leaders pushing the boundaries of technology to grow their businesses with actionable tools and strategies.Take my State of Hotel Industry Survey now to get insights on challenges, priorities, and opportunities in hospitality today.A few more resources: If you're new to Hospitality Daily, start here. You can send me a message here with questions, comments, or guest suggestions If you want to get my summary and actionable insights from each episode delivered to your inbox each day, subscribe here for free. Follow Hospitality Daily and join the conversation on YouTube, LinkedIn, and Instagram. If you want to advertise on Hospitality Daily, here are the ways we can work together. If you found this episode interesting or helpful, send it to someone on your team so you can turn the ideas into action and benefit your business and the people you serve! Music for this show is produced by Clay Bassford of Bespoke Sound: Music Identity Design for Hospitality Brands
Amid the artificial intelligence boom, demand for AI chips has exploded. But this push for chips also creates new challenges for countries and companies. How will countries cope with the huge amounts of energy these chips consume? Will anyone compete with Nvidia to supply the AI chips of the future? And can China develop its own chips to fuel its own AI development? James Kynge visits a data centre to find out how advanced AI chips are causing new problems for the sector. In Phoenix, Arizona, James meets Mark Bauer, co-leader with JLL's Data Center Solutions group, and Frank Eichenhorst, vice president of data centre operations at PhoenixNAP. How will the clash of titans play out between NVIDIA and Big Tech? And we hear from Amir Salek, senior managing director at Cerberus Capital and the brains behind Google's TPU chip; Tamay Besiroglu, associate director of Epoch AI; Dylan Patel, lead analyst at consulting firm SemiAnalysis; and the FT's global tech correspondent Tim Bradshaw to find out more about the battle for AI chips. SMIC did not respond to a request for comment.Free links to read more on this topic:Nvidia and the AI boom face a scaling problemChip challengers try to break Nvidia's grip on AI market Amazon steps up effort to build AI chips that can rival NvidiaTSMC says it alerted US to potential violation of China AI chip controlsPresented by James Kynge. Edwin Lane is the senior producer. The producer is Josh Gabert-Doyon. Executive producer is Manuela Saragosa. Sound design by Joseph Enrick Salcedo, with original music from Metaphor Music. The FT's head of audio is Cheryl Brumley. Special thanks to Tim Bradshaw.Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.
As the AI era emerges, the debate about the best place to live to take advantage of it for your career has started up again. Is Silicon Valley still the best place to live when a new trend starts?SHOW: 877SHOW TRANSCRIPT: The Cloudcast #877 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotwCHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"SHOW NOTES:The case against living in the Bay area (Forrest Brazeal) Cost of living calculatorBest quality of life cities (US) Best quality of life cities (Europe)Best quality of life cities (Asia)Top 15 Wealth Creating Stocks of last 10 years (Vanguard)IS SILICON VALLEY STILL THE CENTER OF TECH INNOVATION?Amazon, Microsoft, Space X , BYD, TSMC, are not in Silicon ValleyTHE PROS AND CONS OF LIVING IN SILICON VALLEY DURING A BOOM?Density of ideasDensity of people that obsess over technologyWork from Office vs. Work from AnywhereLocation of customers - and physical vs. digitalAbility to make money vs. life changing moneyNon-work considerations (family, non-work activities, etc.)FEEDBACK?Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpod
Addison Snell and Doug Eadline discuss the ramifications of the AI boom, Intersect360 Research's newest market forecast update, and what to watch for at SC24.
Today on Equity, TechCrunch Editor Julie Bort is sitting down with Marc Benioff, the CEO of Salesforce and one of the tech industry's biggest hype men, about his latest work with Time Ventures and Salesforce Ventures, and why he thinks AI agents are the next big thing for enterprise software. Listen to the full episode to hear about: The impact of AI on customer experienceThe application of AI agents in the healthcare space - and what it could mean for data privacyMarc's thoughts on Salesforce competitor Microsoft's CopilotThe range of gadgets that have piqued Benioff's interest latelyAs always, Equity will be back on Friday with our news round-up!Equity is TechCrunch's flagship podcast, produced by Theresa Loconsolo, and posts every Wednesday and Friday. Subscribe to us on Apple Podcasts, Overcast, Spotify and all the casts. You also can follow Equity on X and Threads, at @EquityPod. For the full episode transcript, for those who prefer reading over listening, check out our full archive of episodes over at Simplecast. Credits: Equity is produced by Theresa Loconsolo with editing by Kell. Bryce Durbin is our Illustrator. We'd also like to thank the audience development team and Henry Pickavet, who manages TechCrunch audio products.
Todays show: Kruze's Scott Orn joins Jason on the latest edition of Startup Finance Basics! In this episode, they break down the unique aspects and dynamics of the current AI boom, contrasting AI startup revenue, costs, and growth rates with traditional SaaS models (4:11). They also dive into AI tools' impact on productivity and labor efficiency (8:12), the accounting challenges and operational issues AI startups face (14:27), and more! * Timestamps: (00:00) Kruze COO, Scott Orn, joins Jason (1:06) Unique aspects and dynamics of the current AI boom (4:11) AI startup revenue, costs, and growth rates vs traditional SaaS (8:12) AI tools and their impact on productivity and labor efficiency (14:27) Accounting challenges and operational issues in AI startups * Check out Kruze: https://kruzeconsulting.com * Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.com Check out the TWIST500: https://www.twist500.com * Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp * Follow Scott: LinkedIn: https://www.linkedin.com/in/scottorn X: https://twitter.com/scottorn * Follow Jason: X: https://twitter.com/Jason LinkedIn: https://www.linkedin.com/in/jasoncalacanis * Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland * Check out Jason's suite of newsletters: https://substack.com/@calacanis * Follow TWiST: Twitter: https://twitter.com/TWiStartups YouTube: https://www.youtube.com/thisweekin Instagram: https://www.instagram.com/thisweekinstartups TikTok: https://www.tiktok.com/@thisweekinstartups Substack: https://twistartups.substack.com * Subscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916
On this episode of the podcast, Tim Stewart, President of the U.S. Oil and Gas Association, delves into the political implications of current energy policies as the nation approaches the upcoming election. He critiques Vice President Kamala Harris' wavering stance on fracking and warns of the potential fallout from the energy strategies promoted by her and President Joe Biden.Additionally, Stewart highlights the critical role of natural gas in powering artificial intelligence and data centers, stressing the need for 300 gigawatts of new generation capacity—that's enough energy to power 248 million homes. He dives into the risks of dependency on China for critical minerals and the importance of ramping up domestic production. Stewart calls for a renewed focus on federal land leasing and permitting to ensure the future of the energy industry.You can keep up with Tim Stewart and all that is going on in the Oil and Gas industry by following their X: @US_OGA. You can also follow Amanda Head on all social media platforms including Rumble and Youtube by simply searching: Amanda Head.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Scale AI's army of gig workers is doing the grunt work that powers the modern artificial intelligence boom. Demand for the company's services has turned its young founder into a billionaire. WSJ reporter Berber Jin joins host Zoe Thomas to discuss the growth and challenges ahead for Scale AI. Plus, tech giants are scrambling to find ways to get clean power to fuel their AI ambitions. Sign up for the WSJ's free Technology newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices
Plus, Disney plans to stop using Slack after a hack exposed company data. And companies behind social-media platforms lack adequate privacy controls, according to a new FTC report. Zoe Thomas hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices
Corporate investment in artificial-intelligence infrastructure reaches $1.4trn by some estimates. We ask what might threaten the expected windfalls that justify the spending. A Japanese mine's bid to be listed by UNESCO was made harder because it ignores South Korean wartime forced labour (10:49). And why a nicotine pouch has so many fans on America's right (18:03).Get a world of insights by subscribing to Economist Podcasts+. For more information about how to access Economist Podcasts+, please visit our FAQs page or watch our video explaining how to link your account. Hosted on Acast. See acast.com/privacy for more information.
Corporate investment in artificial-intelligence infrastructure reaches $1.4trn by some estimates. We ask what might threaten the expected windfalls that justify the spending. A Japanese mine's bid to be listed by UNESCO was made harder because it ignores South Korean wartime forced labour (10:49). And why a nicotine pouch has so many fans on America's right (18:03).Get a world of insights by subscribing to Economist Podcasts+. For more information about how to access Economist Podcasts+, please visit our FAQs page or watch our video explaining how to link your account.
In this episode of Market Mondays, we delve into the latest turbulence in the global markets. - **The Dow's Plummet:** The Dow dropped 1,000 points and the Nasdaq fell 6% in a global market rout. What factors are contributing to this dramatic decline?- **AI Boom's Decline:** Are we witnessing the tail end of the AI boom, and if so, what are the indicators?- **Recession Signs:** Is there a recession on the horizon? What signs should we be looking for?- **NVIDIA's Downfall:** NVIDIA's stock continues to fall. What are the main reasons behind this downward trend?We also had an insightful conversation with Matthew Garland and Mosi Gatling, SVP of Strategic Growth and Expansion at New American Funding, about home buying and the state of real estate.- **VIX Surge:** Wall Street's 'fear gauge,' the VIX, has risen to its highest level since the pandemic market plunge in 2020, climbing to 65. What can we expect next for the market, and what signals should we watch for to know when the worst is over?- **Trump at NABJ:** Former President Trump spoke at the NABJ. What are your thoughts on his comments, and how might they impact his chances in the fall election?- **Kamala Harris' Election Prospects:** If the economy and stock market continue to slide, can Vice President Kamala Harris win the upcoming election?- **Intel's Job Cuts:** Intel recently announced it is cutting 15% of its jobs and its stock dropped 26%. What are the implications of this move?- **Bitcoin's Decline:** Bitcoin has dropped below $50,000 for the first time since February. What do you believe is the best price point to invest in it?Join us as we analyze these pressing issues and more. #MarketMondays #DowJones #Nasdaq #AI #Recession #NVIDIA #RealEstate #VIX #Trump #KamalaHarris #Intel #Bitcoin #Investing #Finance #Economy #StocksSupport this podcast at — https://redcircle.com/marketmondays/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy