Podcasts about alibaba

The Justice brothers are back from Labor Day and dive into one of the biggest catalysts of the year: the unemployment report. From “bad news is good news” to “good news is bad news,” they map out all four possible outcomes and how each could impact bonds, equities, and the dollar. They also review RSP, small-caps, and the Dow to see if breadth can keep strengthening the bull case. The discussion then shifts to China's AI surge—Alibaba's blowout growth, a domestic chip launch aimed at Nvidia, and DeepSeek's disruptive “Sputnik moment.” Add in September's seasonal headwinds, a packed “Stock It or Drop It” lineup (Ulta, Snowflake, CrowdStrike, Dick's, Wheaton, Delta, Citi), plus Coaches Corner on covered calls, tariffs, and trading setups—and you've got a can't-miss episode.

The 5 things you need to know before the stock market opens today: Nvidia shares are under pressure after reports Alibaba is developing a competing AI chip, Alibaba's Hong Kong shares jumped nearly 20 percent on strong cloud growth, OpenAI is exploring partners to build a massive data center in India, Vogue editor Anna Wintour has chosen her successor, and the Powerball jackpot has climbed to $1.3 billion. Squawk Box is hosted by Joe Kernen, Becky Quick and Andrew Ross Sorkin.  Follow Squawk Pod for the best moments, interviews and analysis from our TV show in an audio-first format.

Singapore’s streets are shifting - Prive is no more, taxis consolidate, and chips are getting their Catalist moment. ComfortDelGro snaps up the rest of CityCab as investors cheer and ST Engineering slips, raising questions on fares and competition. F&B and cinema pain deepens with Prive’s shutdown and Cathay Cineplex’s exit - are costs or consumer fatigue to blame? A homegrown bright spot: MetaOptics eyes a listing with meta-lenses made on semiconductor lines, but profits remain a work in progress. UP or DOWN rolls through Alibaba, Xpeng, Sembcorp, Yangzijiang Shipbuilding and Gold for the market’s telltale themes. All this and the latest STI movers - hosted by Michelle Martin with Ryan Huang.See omnystudio.com/listener for privacy information.

EXCLUSIEVE KORTING: Ontvang ALLEEN op 2, 3 en 4 september 10% korting op alle trajecten van Mohamed Halusi, dé specialist in het bouwen van merkproducten! Wat moet je doen? 1. Klik op de link: https://lotgenotenpodcast.nl/AndersEcommerce-435a 2. Plan je call 3. Bouw een succesvolle brand Benieuwd naar de prullenbakken van Rash & Co? Ontdek ze hier

Singapore shares were higher today as investors continue to track the outlook for global interest rates. The Straits Times Index was up 0.52% at 4,298.45 points at 2.35pm Singapore time, with a value turnover of S$716.37M seen in the broader market. In terms of counters to watch, we have ST Engineering and ComfortDelGro. That’s after ComfortDelGro became the sole owner of taxi operator CityCab, after acquiring all of ST Engineering Land Systems’ shares for a total purchase consideration of S$116.3 million. Elsewhere, from movements in the Hong Kong Hang Seng after Alibaba’s stellar showing, to gold prices climbing to a new record as investors sought out safe havens – more international headlines remained in focus. On Market View, Money Matters’ finance presenter Chua Tian Tian unpacked the developments with Too Jun Cheong, Dealing Manager from Moomoo Singapore.See omnystudio.com/listener for privacy information.

The Book of Travels Ḥannā Diyāb: A Conversation with Johannes StephanThe Book of Travels is Ḥannā Diyāb's remarkable first-person account of his travels as a young man from his hometown of Aleppo to the court of Versailles and back again, which forever linked him to one of the most popular pieces of world literature, the Thousand and One Nights.Diyāb, a Maronite Christian, served as a guide and interpreter for the French naturalist and antiquarian Paul Lucas. Between 1706 and 1716, Diyāb and Lucas traveled through Syria, Cyprus, Egypt, Tripolitania, Tunis, Italy, and France. In Paris, Ḥannā Diyāb met Antoine Galland, who added to his wildly popular translation of the Thousand and One Nights several tales related by Diyāb, including “Aladdin” and “Ali Baba and the Forty Thieves.” When Lucas failed to make good on his promise of a position for Diyāb at Louis XIV's Royal Library, Diyāb returned to Aleppo. In his old age, he wrote this engaging account of his youthful adventures, from capture by pirates in the Mediterranean to quack medicine and near-death experiences.Translated into English for the first time, The Book of Travels introduces readers to the young Syrian responsible for some of the most beloved stories from the Thousand and One Nights. Johannes Stephan is a postdoctoral researcher in the ERC-funded project Kalīlah and Dimnah—AnonymClassic at the Freie Universität Berlin. He studied Islamic and Middle Eastern Studies in Halle an der Saale, Damascus, and Bern. Morteza Hajizadeh is a Ph.D. graduate in English from the University of Auckland in New Zealand. His research interests are Cultural Studies; Critical Theory; Environmental History; Medieval (Intellectual) History; Gothic Studies; 18th and 19th Century British Literature. YouTube channel. Twitter. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/new-books-network

The Book of Travels Ḥannā Diyāb: A Conversation with Johannes StephanThe Book of Travels is Ḥannā Diyāb's remarkable first-person account of his travels as a young man from his hometown of Aleppo to the court of Versailles and back again, which forever linked him to one of the most popular pieces of world literature, the Thousand and One Nights.Diyāb, a Maronite Christian, served as a guide and interpreter for the French naturalist and antiquarian Paul Lucas. Between 1706 and 1716, Diyāb and Lucas traveled through Syria, Cyprus, Egypt, Tripolitania, Tunis, Italy, and France. In Paris, Ḥannā Diyāb met Antoine Galland, who added to his wildly popular translation of the Thousand and One Nights several tales related by Diyāb, including “Aladdin” and “Ali Baba and the Forty Thieves.” When Lucas failed to make good on his promise of a position for Diyāb at Louis XIV's Royal Library, Diyāb returned to Aleppo. In his old age, he wrote this engaging account of his youthful adventures, from capture by pirates in the Mediterranean to quack medicine and near-death experiences.Translated into English for the first time, The Book of Travels introduces readers to the young Syrian responsible for some of the most beloved stories from the Thousand and One Nights. Johannes Stephan is a postdoctoral researcher in the ERC-funded project Kalīlah and Dimnah—AnonymClassic at the Freie Universität Berlin. He studied Islamic and Middle Eastern Studies in Halle an der Saale, Damascus, and Bern. Morteza Hajizadeh is a Ph.D. graduate in English from the University of Auckland in New Zealand. His research interests are Cultural Studies; Critical Theory; Environmental History; Medieval (Intellectual) History; Gothic Studies; 18th and 19th Century British Literature. YouTube channel. Twitter. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/literary-studies

The Book of Travels Ḥannā Diyāb: A Conversation with Johannes StephanThe Book of Travels is Ḥannā Diyāb's remarkable first-person account of his travels as a young man from his hometown of Aleppo to the court of Versailles and back again, which forever linked him to one of the most popular pieces of world literature, the Thousand and One Nights.Diyāb, a Maronite Christian, served as a guide and interpreter for the French naturalist and antiquarian Paul Lucas. Between 1706 and 1716, Diyāb and Lucas traveled through Syria, Cyprus, Egypt, Tripolitania, Tunis, Italy, and France. In Paris, Ḥannā Diyāb met Antoine Galland, who added to his wildly popular translation of the Thousand and One Nights several tales related by Diyāb, including “Aladdin” and “Ali Baba and the Forty Thieves.” When Lucas failed to make good on his promise of a position for Diyāb at Louis XIV's Royal Library, Diyāb returned to Aleppo. In his old age, he wrote this engaging account of his youthful adventures, from capture by pirates in the Mediterranean to quack medicine and near-death experiences.Translated into English for the first time, The Book of Travels introduces readers to the young Syrian responsible for some of the most beloved stories from the Thousand and One Nights. Johannes Stephan is a postdoctoral researcher in the ERC-funded project Kalīlah and Dimnah—AnonymClassic at the Freie Universität Berlin. He studied Islamic and Middle Eastern Studies in Halle an der Saale, Damascus, and Bern. Morteza Hajizadeh is a Ph.D. graduate in English from the University of Auckland in New Zealand. His research interests are Cultural Studies; Critical Theory; Environmental History; Medieval (Intellectual) History; Gothic Studies; 18th and 19th Century British Literature. YouTube channel. Twitter. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/middle-eastern-studies

The Book of Travels Ḥannā Diyāb: A Conversation with Johannes StephanThe Book of Travels is Ḥannā Diyāb's remarkable first-person account of his travels as a young man from his hometown of Aleppo to the court of Versailles and back again, which forever linked him to one of the most popular pieces of world literature, the Thousand and One Nights.Diyāb, a Maronite Christian, served as a guide and interpreter for the French naturalist and antiquarian Paul Lucas. Between 1706 and 1716, Diyāb and Lucas traveled through Syria, Cyprus, Egypt, Tripolitania, Tunis, Italy, and France. In Paris, Ḥannā Diyāb met Antoine Galland, who added to his wildly popular translation of the Thousand and One Nights several tales related by Diyāb, including “Aladdin” and “Ali Baba and the Forty Thieves.” When Lucas failed to make good on his promise of a position for Diyāb at Louis XIV's Royal Library, Diyāb returned to Aleppo. In his old age, he wrote this engaging account of his youthful adventures, from capture by pirates in the Mediterranean to quack medicine and near-death experiences.Translated into English for the first time, The Book of Travels introduces readers to the young Syrian responsible for some of the most beloved stories from the Thousand and One Nights. Johannes Stephan is a postdoctoral researcher in the ERC-funded project Kalīlah and Dimnah—AnonymClassic at the Freie Universität Berlin. He studied Islamic and Middle Eastern Studies in Halle an der Saale, Damascus, and Bern. Morteza Hajizadeh is a Ph.D. graduate in English from the University of Auckland in New Zealand. His research interests are Cultural Studies; Critical Theory; Environmental History; Medieval (Intellectual) History; Gothic Studies; 18th and 19th Century British Literature. YouTube channel. Twitter. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/intellectual-history

Chinese President Xi Jinping hosts leaders from more than 20 nations at the Shanghai Cooperation Organisation. Xi outlined his vision for a new global bloc to counter the current U.S. administration. An appeals court in the U.S. rules that most of President Trump's trade tariffs are illegal which could trigger worldwide economic uncertainty. In retail news, shares in Alibaba soar on the back of strong A.I.-related sales in its cloud division. The Chinese e-commerce giant is reportedly working to produce an A.I.-focused semi-conductor. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In der heutigen Folge sprechen die Finanzjournalisten Lea Oetjen und Nando Sommerfeldt über die Dominanz der „Magnificent Seven“, neue KI-Fantasie bei Alibaba und einen sagenhaften S-Bahn-Deal. Außerdem geht es um Caterpillar, Kraft Heinz, Siemens, Stadler, Alstom, Banco Bradesco, BTG Pactual, NetEase, Prosus, Tencent, Just Eat Takeaway, Chroma Ate, China Pacific Insurance, Bilibili, Yanzijiang Shipbuilding. Die Tickets zum Finance Summit am 17. September bekommt ihr 40 Euro günstiger – aber nur mit dem exklusiven Code AAA2025, der ihr unter dem folgenden Link eingeben müsst: https://veranstaltung.businessinsider.de/BN5aLV Außerdem könnt ihr unter diesem Link euer Depot hochladen – und mit etwas Glück wird kein Geringerer als Christian W. Röhl euer Depot beim Summit checken und optimieren. https://form.jotform.com/Product_Unit/formular-finance-summit-depot-check Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Der Börsen-Podcast Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

The Book of Travels Ḥannā Diyāb: A Conversation with Johannes StephanThe Book of Travels is Ḥannā Diyāb's remarkable first-person account of his travels as a young man from his hometown of Aleppo to the court of Versailles and back again, which forever linked him to one of the most popular pieces of world literature, the Thousand and One Nights.Diyāb, a Maronite Christian, served as a guide and interpreter for the French naturalist and antiquarian Paul Lucas. Between 1706 and 1716, Diyāb and Lucas traveled through Syria, Cyprus, Egypt, Tripolitania, Tunis, Italy, and France. In Paris, Ḥannā Diyāb met Antoine Galland, who added to his wildly popular translation of the Thousand and One Nights several tales related by Diyāb, including “Aladdin” and “Ali Baba and the Forty Thieves.” When Lucas failed to make good on his promise of a position for Diyāb at Louis XIV's Royal Library, Diyāb returned to Aleppo. In his old age, he wrote this engaging account of his youthful adventures, from capture by pirates in the Mediterranean to quack medicine and near-death experiences.Translated into English for the first time, The Book of Travels introduces readers to the young Syrian responsible for some of the most beloved stories from the Thousand and One Nights. Johannes Stephan is a postdoctoral researcher in the ERC-funded project Kalīlah and Dimnah—AnonymClassic at the Freie Universität Berlin. He studied Islamic and Middle Eastern Studies in Halle an der Saale, Damascus, and Bern. Morteza Hajizadeh is a Ph.D. graduate in English from the University of Auckland in New Zealand. His research interests are Cultural Studies; Critical Theory; Environmental History; Medieval (Intellectual) History; Gothic Studies; 18th and 19th Century British Literature. YouTube channel. Twitter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Aktien hören ist gut. Aktien kaufen ist besser. Bei unserem Partner Scalable Capital geht's unbegrenzt per Trading-Flatrate oder regelmäßig per Sparplan. Alle weiteren Infos gibt's hier: scalable.capital/oaws. Aktien + Whatsapp = Hier anmelden.Lieber als Newsletter? Geht auch.Das Buch zum Podcast? Jetzt lesen.Der Kalender zum Podcast? Jetzt kaufen. August war gut für Intel und schlecht für Trade Desk. Freitag war gut für Rüstung. Schlecht für Chips. Der Grund: Marvell und Dell haben enttäuscht. Huawei und Alibaba haben geliefert. Außerdem: Pepsi kauft bei Celsius zu & Trumps Zölle sind vielleicht illegal. Adyen (WKN: A2JNF4) ist eine der erfolgreichsten Tech-Firmen Europas und fliegt trotzdem oft unterm Radar. Aber was macht die Firma eigentlich? Wir klären auf. An der Börse kann man nicht nur Rendite machen, sondern auch über die Welt lernen. Bestes Beispiel: Global Crossing Airlines (WKN: A3CSP0). Diesen Podcast vom 01.09.2025, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung.

En la primera hora de Capital Intereconomía, Susana Criado, Eva Villanueva, Roberto Sol y Ángeles Lozano repasan las claves del día con un análisis en tiempo real de los mercados en Asia, Wall Street y Europa. Eduardo Bolinches, analista de Invertia, desglosa el comportamiento de la bolsa, bonos y dólar, con especial atención al IBEX 35 y su resistencia en los 15.000 puntos. Además, análisis de las caídas en las bolsas asiáticas, el impulso de Alibaba y los retos geopolíticos tras la reunión entre Modi y Xi Jinping, con la mirada puesta en el viaje de Putin a China esta semana.

En este episodio desgranamos el reciente rally del mercado chino: volumen diario por encima de niveles históricos, apertura masiva de cuentas minoristas y un repunte en la financiación con margen que recuerda a episodios de sobreapalancamiento. Te explico por qué ese mix puede generar subidas rápidas… y caídas igual de rápidas.Qué encontrarás en el podcast:Por qué el volumen no siempre significa “dinero sano”.Cómo la financiación con margen amplifica movimientos y qué indicadores mirar.Casos concretos: nombres ligados a la narrativa de IA que subieron demasiado rápido (ejemplo: Cambricon) y trimestres problemáticos en grandes plataformas (ej.: Alibaba).El impacto real de cambios en la política comercial (ej.: fin de la exención “de minimis” en EEUU) sobre el e-commerce y las cadenas logísticas.Conclusión práctica: táctica 0–6 meses, gestión de riesgo y señales claras para salir.

Mercati a settembre: Wall Street chiusa per il Labor Day; Mediobanca, oggi cda Mps per rilancio offerta; Alibaba +20% con boom AI, cade Byd; Attesa per dato lavoro Usa questa settimana; I nuovi legami tra India, Cina e Russia. Puntata a cura di Adolfo Valente - Class CNBC Learn more about your ad choices. Visit megaphone.fm/adchoices

Market news for September 1, 2025: Alibaba shares soar most since 2022 after making headway in AI; Samsung, SK Hynix sag after US revokes China chip gear permits; Indonesia protests impact stocks, currency; US dollar at four-month low; Cathay Cineplexes ceases operations as talks with creditors fall through. Synopsis: Market Focus Daily is a closing bell roundup by The Business Times that looks at the day’s market movements and news from Singapore and the region. Written and hosted by: Emily Liu (emilyliu@sph.com.sg) Produced and edited by: Chai Pei Chieh & Claressa Monteiro Produced by: BT Podcasts, The Business Times, SPH Media --- Follow Market Focus Daily and rate us on: Channel: bt.sg/btmktfocus Amazon: bt.sg/mfam Apple Podcasts: bt.sg/mfap Spotify: bt.sg/mfsp YouTube Music: bt.sg/mfyt Website: bt.sg/mktfocus Feedback to: btpodcasts@sph.com.sg Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party’s products and services. Please consult professional advisors for independent advice. Discover more BT podcast series: BT Money Hacks at: bt.sg/btmoneyhacks BT Correspondents at: bt.sg/btcobt BT Podcasts at: bt.sg/podcasts BT Branded Podcasts at: bt.sg/brpod BT Lens On: bt.sg/btlensonSee omnystudio.com/listener for privacy information.

AI Weekly Rundown From August 24 to August 31 2025Listen at https://podcasts.apple.com/us/podcast/ai-daily-news-rundown-microsoft-launches-its-first/id1684415169?i=1000724093348Hello AI Unraveled listeners, and welcome to today's news where we cut through the hype to find the real-world business impact of AI.Today's Headlines:

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

TSMC, Tencent, SK Hynix, Alibaba, indische Banken und in Südamerika Mercado LibreMit dem starken Euro jetzt auf Shopping-Tour in den Emerging Markets zu gehen hält @Bruno_Varnier, Gründer von Gemway Assets derzeit für eine sehr attraktive Investmentstrategie. Interessant seien vor allem die großen Schwellenländer Indien und China, da die bevölkerungsstarken Staaten viele einheimische Investoren haben, die immer kaufkräftiger werden. Zu den Aktien, die er derzeit favorisiert zählen TSMC, Tencent, SK Hynix, Alibaba, indische Banken und in Südamerika Mercado Libre.Weitere EM-Aktien-Ideen in der aktuellen Podcastfolge der Geldmeisterin.Viel Hörvergnügen wünscht Julia KistnerMusik- & Soundrechte: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.geldmeisterin.com/index.php/musik-und-soundrechte/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Risikohinweis: Dies sind keine Anlageempfehlungen. Julia Kistner und ihr Podcast-Gast übernehmen keinerlei Haftung.#Investment #Geldanlage #Podcast #Vermögen #Schwellenländer #Emerging Markets #Indien #China #Griechenland #Aktien #Euro #Währung #Dollar #veranlagenFoto: JK

A.M. Edition for Aug 29. Alibaba's new chip will be made in China and seeks to offer an alternative to Nvidia's H20, as local companies work to build up an arsenal of homegrown technology. Plus, President Trump's trade policy, as well as higher commodity costs, are starting to trickle down to Americans' wallets, with a number of major U.S. firms saying they are raising prices on household staples. And WSJ columnist James Mackintosh explains why markets aren't panicking about President Trump's efforts to remove the Federal Reserve's Lisa Cook. Azhar Sukri hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: competition in China's food-delivery industry shows up in Alibaba Group's results. And Dell Technologies raises full-year outlook amid strong AI demand. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: The Trump administration's trade policies are starting to hit Americans' wallets as a number of retailers raise prices. And, Caterpillar shares dip in offhours trading after the company says tariffs will have a bigger impact on its bottom line than previous estimates. Azhar Sukri hosts. Sign up for WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Carl Quintanilla, David Faber and Robert Frank led off the show with a preview of Friday's federal court hearing in the case of Fed governor Lisa Cook, who is suing to block President Trump's efforts to fire her. Former White House attorney Ty Cobb weighed in on the situation. The anchors explored market reaction to the Fed's preferred inflation gauge: July PCE in line amid expectations for a Fed rate cut in September. Also in focus: S&P above 6500, Bulls rule in August, Alibaba vs. Nvidia, Dell slides, Affirm soars, Robert's look at the biggest  insider sellers and a preview of his "Inside Alts" newsletter set to launch September 2. Squawk on the Street Disclaimer

Chuck Zodda and Mike Armstrong discuss how the future of the Fed came to rest on Lisa Cook. Alibaba creates AI chip to help China fill Nvidia void. Why the S&P 500 could be at risk of a 10% to 20% pullback if ether falls behind bitcoin again. Paul LaMonica, Barron's, joins the show to chat Salesforce's difficult year. Zuckerberg's AI hires disrupt Meta with swift exits and threats to leave.

Alibaba (BABA) shares are on the move following a mixed 1Q earnings print. Brendan Ahern says revenue topped Street estimates and believes its cloud revenue was the key driver to the company's growth. Brendan underscores the importance of another development: Alibaba developing A.I. chips to fill the void of Nvidia (NVDA) technology currently banned. He views it as an added tailwind, but not the predominant growth driver for BABA. Later, Brendan discusses his firm's CSI China Internet ETF (KWEB).======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Pardon? Microsoft, dat 49 procent van de aandelen van OpenAI in handen heeft, is zelf ineens aan het uitvinden geslagen. Het wil een eigen variant van ChatGPT hebben, om zo minder afhankelijk te zijn. Op zijn zachts gezegd een opvallend besluit, aangezien ze al 13 miljard dollar hebben uitgegeven aan de ontwikkeling van ChatGPT. Deze aflevering hebben we het over deze apart stap. Of is het juist een slimme tactiek van Microsoft om zelf te investeren in kunstmatige intelligentie?Bitcoin-bedrijf AMBTS komt ook voorbij. Het wil dolgraag naar de Amsterdamse beurs en lijkt een belangrijke horde daarvoor genomen te hebben. Vraag is alleen of beleggers er op zitten te wachten. NovoNordisk én Nike komen voorbij. Beide hebben het lastig, maar het Deense bedrijf maakt het wel heel bont. De groei van NovoNordisk holt zo terug dat het de hele groeiverwachting van de Deense economie naar beneden trekt. Verder hebben we het over de Fed. Minister Eelco Heinen maakt zich inmiddels zorgen over het 'inbeuken' van Trump op de centrale bank. En we gaan je voorbereiden op een periode zonder kwartaalcijfers. Nu het cijferseizoen zo goed als voorbij is, waar moet je nu op letten?See omnystudio.com/listener for privacy information.

Werbung | Exklusives Angebot für unsere Hörer: Testet Handelsblatt Premium 4 Wochen für 1 € und bleibt zu den Entwicklungen an den Finanz- und Aktienmärkten informiert. Mehr zum Vorteilsangebot der Handelsblatt-Fachmedien erfahrt ihr unter: www.handelsblatt.com/mehraktien Die Wall Street geht mit leichten Verlusten ins lange Wochenende: Nach neuen Rekorden beim S&P 500 und soliden Nvidia-Zahlen nehmen viele Anleger Gewinne mit. Frische Inflationsdaten zeigen, dass steigende Preise weiter ein Risiko bleiben – der Kern-PCE legte im Juli um 2,9 % zu und beschleunigte sich damit leicht. Im Fokus steht erneut Nvidia: Die Aktie gab im vorbörslichen Handel nach, nachdem bekannt wurde, dass Alibaba einen eigenen High-End-Chip entwickelt, um die Lücke in China zu schließen. Auch Caterpillar warnte vor milliardenschweren Zolleffekten, Dell fiel nach verhaltener Prognose. Trotzdem blicken die Märkte auf einen starken August zurück: Dow +3,4 %, S&P 500 +2,6 %, Nasdaq +2,8 %. Ein Podcast - featured by Handelsblatt. +++ Jetzt kostenlos beim Börsenspiel von Societe Generale anmelden! https://www.trader-boersenspiel.de/web/home?utm_source=markus-koch&utm_medium=podcast&utm_content=startseite&utm_campaign=trader +++ +++EXKLUSIVER NordVPN Deal ➼ https://nordvpn.com/Wallstreet Jetzt risikofrei testen mit einer 30-Tage-Geld-zurück-Garantie!+++ +++ Alle Rabattcodes und Infos zu unseren Werbepartnern findet ihr hier: https://linktr.ee/wallstreet_podcast +++ Der Podcast wird vermarktet durch die Ad Alliance. Die allgemeinen Datenschutzrichtlinien der Ad Alliance finden Sie unter https://datenschutz.ad-alliance.de/podcast.html Die Ad Alliance verarbeitet im Zusammenhang mit dem Angebot die Podcasts-Daten. Wenn Sie der automatischen Übermittlung der Daten widersprechen wollen, klicken Sie hier: https://datenschutz.ad-alliance.de/podcast.html

Tech-Aktien stehen heute massiv unter Druck.

Pardon? Microsoft, dat 49 procent van de aandelen van OpenAI in handen heeft, is zelf ineens aan het uitvinden geslagen. Het wil een eigen variant van ChatGPT hebben, om zo minder afhankelijk te zijn. Op zijn zachts gezegd een opvallend besluit, aangezien ze al 13 miljard dollar hebben uitgegeven aan de ontwikkeling van ChatGPT. Deze aflevering hebben we het over deze apart stap. Of is het juist een slimme tactiek van Microsoft om zelf te investeren in kunstmatige intelligentie?Bitcoin-bedrijf AMBTS komt ook voorbij. Het wil dolgraag naar de Amsterdamse beurs en lijkt een belangrijke horde daarvoor genomen te hebben. Vraag is alleen of beleggers er op zitten te wachten. NovoNordisk én Nike komen voorbij. Beide hebben het lastig, maar het Deense bedrijf maakt het wel heel bont. De groei van NovoNordisk holt zo terug dat het de hele groeiverwachting van de Deense economie naar beneden trekt. Verder hebben we het over de Fed. Minister Eelco Heinen maakt zich inmiddels zorgen over het 'inbeuken' van Trump op de centrale bank. En we gaan je voorbereiden op een periode zonder kwartaalcijfers. Nu het cijferseizoen zo goed als voorbij is, waar moet je nu op letten?See omnystudio.com/listener for privacy information.

Alibaba (BABA) reports earnings before the opening bell Friday. The Chinese tech company, much like its international peers, have outperformed the SPX. However, Sam Vadas believes the upside run will depend on whether Alibaba can impress investors on the cloud revenue. She goes in-depth on everything Wall Street needs to know heading into the report. Joe Tigay offers an example options trade for Alibaba.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe 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

In this episode of The Negotiation, we are joined by Nicole Lin, Business Development Country Manager at Tmall Global. This conversation comes ahead of the China Cross-Border Summit in Los Angeles on October 16, 2025, co-hosted by WPIC and Tmall Global.Nicole shares how Tmall Global is helping brands of all sizes access China's enormous consumer market without requiring a local entity, explaining how bonded zones, logistics, and social commerce integrations make market entry seamless. She discusses the consumer-first philosophy at Alibaba, the latest trends driving growth on Tmall Global, and which categories—like beauty, wellness, supplements, premium food, and pet care—are seeing the biggest lift.The episode also covers how international brands can localize, stand out, and succeed in China's fast-paced digital landscape, plus a preview of what to expect at October's summit in LA.Discussion PointsWhat brands can expect at the China Cross-Border Summit in Los Angeles this OctoberWhat makes Tmall Global different from domestic e-commerce platformsHow Chinese consumers discover and engage with brands in cross-border channelsWhy now is the right time for U.S. brands to enter the China marketThe top-performing consumer categories on Tmall Global in 2025Key lifestyle trends shaping China's demand for international productsLessons from over 46,000 global brands already selling on Tmall GlobalHow Alibaba helps brands localize through data, branding, livestreaming, and KOLsPractical first steps for brands that want to break into China

Are you looking to save time, make money, and start winning with less risk? Then head to https://www.ovtlyr.com.What does it really take to stop bleeding money in a choppy market? In this session, we break down the exact playbook that separates consistent traders from frustrated dip-buyers. You'll see why waiting for the trend, following clear rules, and using data-driven signals beats guessing every time.Instead of chasing hype or relying on luck, smart traders focus on trend confirmation, breadth strength, and disciplined risk management. This video shows how to sit out when setups aren't there, how to recognize when the crowd is getting trapped, and how to use OVTLYR 4.0 to turn raw data into high-probability trades.Here's what you'll learn in this video:➡️ Why buying dips without a plan is a recipe for disaster➡️ The simple rule of “winners average winners, losers average losers”➡️ How to use SPY vs. sector heatmaps to find relative strength➡️ The role of fear & greed in timing entries and exits➡️ Why consistency and discipline matter more than any single signal➡️ How backtesting uncovered a 5X jump in expectancy with one tweak➡️ Position sizing strategies using ATR vs. 10 EMA distance➡️ Real-time examples on SoFi, Amazon, Alibaba, Baidu, and moreWe also dive into how OVTLYR 4.0 is changing the game. By combining market breadth, sector strength, and math-driven signals, traders now have sharper tools to filter out noise and act with conviction. Whether it's spotting meme stock momentum, managing overhead resistance, or avoiding “gap and crap” setups, you'll see exactly how a rule-based plan helps you trade like a pro.The core lesson is simple: cash is a position. Going flat is a trade. Success comes from having rules and following them, not chasing every green candle. With OVTLYR 4.0, you get a systematic way to measure strength, time your moves, and manage risk without second-guessing.This isn't about prediction. It's about execution. Every trader wants to catch the next big winner, but the ones who last in the markets are those who protect their capital, control their risk, and let data guide their decisions.By the end of this session, you'll understand why sitting out is sometimes the smartest move, how to build confidence in your signals, and how to trade with the mindset of a fund manager. If you've ever felt the pain of buying too soon or holding too long, this breakdown will give you a clear, repeatable framework to fix it.Ready to save time, make money, start winning, and cut risk? Watch now and see how OVTLYR 4.0 gives you the edge.Gain instant access to the AI-powered tools and behavioral insights top traders use to spot big moves before the crowd. Start trading smarter today

Are you looking to save time, make money, and start winning with less risk? Then head to https://www.ovtlyr.com.What does Michael Burry really see in today's market? In this video, we break down his boldest portfolio moves in years, what he sold, what he bought, and what it all means for traders right now. This isn't just about following a famous name. It's about understanding the psychology, the timing, and the signals that drive conviction trades when the rest of the market is uncertain.While most investors are still stuck playing defense, Burry has gone on offense. After clearing out a dozen major positions in Q1—including giants like Alibaba, Baidu, and JD.com—he came back in Q2 with a shockingly tight portfolio. Just five names now make up nearly his entire book, and each one reveals a lot about how he's positioning for the next phase of the market.Here's what you'll learn in this video:➡️ Why Burry dumped Chinese tech, healthcare, and consumer brands in Q1➡️ The concentrated list of five stocks he loaded up on in Q2➡️ Why Lululemon, down 50% from highs, could be a contrarian play➡️ Bruker and Regeneron as health-care names with unique setups➡️ MercadoLibre's explosive growth and why it's Latin America's Amazon➡️ UnitedHealth as the classic Burry pick—cash-rich, stable, temporarily beaten down➡️ How OVTLYR's trend template and fear & greed models expose the difference between “crashing up” and “crashing down” stocks➡️ Why price action and moving averages beat so-called fair value every timeWe also dive into OVTLYR 4.0 and how new breadth models and sector heatmaps are delivering results up to 6X stronger than before. With upgrades like 10/20/50 EMA filters, sector vs. SPY strength comparisons, and real-time fear & greed scoring, traders now have a sharper edge to catch moves while avoiding traps.The big takeaway: don't confuse headlines with signals. Michael Burry, Warren Buffett, or anyone else trades on their own time frames, and blindly copying them rarely works. The key is building your own plan, sticking to your own risk rules, and treating your account like a fund manager would. That means respecting the trend, avoiding “hope” trades, and waiting for setups that align with your rules.Whether it's yoga pants at Lululemon, biotech instruments from Bruker, or e-commerce dominance from MercadoLibre, the lesson is the same: price trends and math-backed signals matter far more than hype or ratios. If you're serious about trading with clarity, OVTLYR gives you the framework to save time, cut risk, and take higher-probability trades.Trading isn't about chasing every move. It's about knowing when to sit out, when to press in, and when to let the market prove itself before you commit. Watch this breakdown to see how Burry's moves stack up against the data, and how you can use the same disciplined approach to sharpen your own edge.Gain instant access to the AI-powered tools and behavioral insights top traders use to spot big moves before the crowd. Start trading smarter today

Thuế quan và các đòn hù dọa phải chăng đang trở thành những công cụ chính trong chính sách đối ngoại của Hoa Kỳ và hiệu quả đến đâu ? Dấu ấn tám tháng đầu nhiệm kỳ hai của tổng thống Donald Trump là những thông báo về mức thuế hải quan, là những tuyên bố Washington đạt được thỏa thuận về khoáng sản quan trọng với một số quốc gia, là hình ảnh nhiều lãnh đạo trên thế giới hối hả cam kết mua thêm hàng và đầu tư thêm cả trăm tỷ đô la vào Mỹ. Căn cứ vào những thông báo chính thức của Nhà Trắng, nếu không có thay đổi giờ chót, kể từ ngày 27/08/2025 một số mặt hàng của Ấn Độ xuất khẩu sang Hoa Kỳ sẽ bị đánh thuế đến 50 %. Ấn Độ bị « phạt » vì vẫn mua vũ khí của Nga và phớt lờ lệnh trừng phạt quốc tế vẫn nhập khẩu dầu hỏa của Nga.   Gây áp lực với Ấn Độ, có là thượng sách ? Trung Quốc cũng mua dầu của Nga nhưng tổng thống Trump « không vội » trừng phạt Bắc Kinh. Vào lúc bị Hoa Kỳ o ép, New Delhi và Bắc Kinh sưởi ấm quan hệ : Cuối tháng này, thủ tướng Narendra Modi sẽ đến Thiên Tân, dự thượng đỉnh Tổ Chức Hợp Tác Thượng Hải. Mức thuế 50 % Mỹ đòi nhắm vào một số mặt hàng của Ấn Độ ít có khả năng « ly gián » New Delhi với Matxcơva : Ấn Độ là nguồn nhập khẩu dầu hỏa lớn thứ ba trên thế giới mà 37 % tiêu thụ nội địa tại quốc gia Nam Á này là dầu của Nga. Trên thị trường vũ khí Nga là đối tác quan trọng nhất của Ấn Độ, chiếm 36 % thị phần trong giai đoạn 2000-2024. Cùng lúc quan hệ giữa New Delhi và Washington đã xấu đi nhanh chóng từ tháng 4/2025 vì các biện pháp thuế quan thì Mỹ sưởi ấm quan hệ với Pakistan, một đối thủ truyền thống của New Delhi. Nhìn từ Úc, trung tâm nghiên cứu Lowy Institute không khỏi lo ngại là các đòn hù dọa và thuế quan của chính quyền Trump làm suy yếu liên minh Đối Thoại Tứ Giác An Ninh còn được gọi là Bộ Tứ QUAD gồm Mỹ, Nhật Bản, Úc và Ấn Độ : QUAD là một cột trụ của Hoa Kỳ để làm đối trọng với Trung Quốc trong chiến lược Châu Á-Thái Bình Dương. Hù dọa Trung Quốc : Phản tác dụng Với Trung Quốc, trong tám tháng qua tổng thống Trump gần như hàng ngày đều nhắc đến nền kinh tế số 2 toàn cầu, kể cả khi ông tiếp các lãnh đạo quốc tế như trong cuộc họp với tổng thống Hàn Quốc hôm 25/08/2025. Đàm phán thuế quan giữa Washington và Bắc Kinh đang tiếp diễn và Mỹ đã liên tục triển hạn cho Trung Quốc có thêm thời gian để điều đình về thương mại. Đáng chú ý hơn là với đối thủ này, các đòn hù dọa có phần phản tác dụng. Mỹ áp thuế Trung Quốc thì Bắc Kinh đáp trả bằng đất hiếm. Về công nghệ, Trung Quốc cũng không để bị lất lướt. Nhà Trắng gần đây đã đồng ý cho tập đoàn Nvidia cung cấp thiết bị điện tử « cao cấp », bọ H20 cho các đối tác tại Hoa Lục. Nội các Trump không che giấu là trên thương vụ này, 15 % doanh thu của Nvidia sẽ thuộc về nhà nước. Nhưng Bắc Kinh đã dội một gáo nước lạnh vào tham vọng đó khi cho mở điều tra, vì nghi ngờ « H20 không an toàn » đồng thời kêu gọi các tập đoàn Trung Quốc như như ByteDance, Alibaba, Tencent rất ưa chuộng loại bộ xử lý đồ họa này của Nvidia tránh dùng « hàng ngoại ». Hệ quả kèm theo là tập đoàn Mỹ, Nvidia, hôm 25/08/2025 tạm ngừng sản xuất H20 để dành cho các khách hàng Trung Quốc. Nhật-Hàn và Châu Âu những thắng lợi lớn của Mỹ Bên cạnh hai hồ sơ gai góc là Ấn Độ và Trung Quốc vừa nêu, trong cuộc chiến « thuế đối ứng », chính quyền Trump đã dễ dàng áp đảo các đối thủ : Anh Quốc là một trong số những bên hiếm hoi nhanh chóng được « ưu đãi », với mức thuể chỉ là 10 %. Ngay cả những « đồng minh chiến lược truyền thống » của Washington như Liên Hiệp Châu Âu, Nhật Bản hay Hàn Quốc đều phải chịu mức thuế đến 15 %. Philippines kém may mắn hơn vì hàng xuất khẩu sang Mỹ sẽ bị đánh thuế 19 %. Để đối lấy mức thuế đối ứng 15 % Nhật Bản, Hàn Quốc và nhất là Liên Âu đều áp dụng một công thức : cam kết mua thêm thật nhiều hàng của Mỹ để thu hẹp xuất siêu với Hoa Kỳ, hứa hẹn đầu tư hàng trăm tỷ đô la vào Mỹ trong tương lai. Chủ tịch Ủy Ban Châu Âu, Ursula Von der Leyen đang bị công kích gay gắt vì đã nhượng bộ Donald Trump quá nhiều khi hứa hẹn mua thêm hơn 700 tỷ đô la năng lượng của Mỹ trong 3 năm sắp tới, kèm theo đó là hàng loạt các dự án « rót » thêm đến gần 600 tỷ đô la đầu tư. Tổng thống Hàn Quốc Lee Jae Myung, lần đầu tiên đến Nhà Trắng đã mang theo cam kết đầu tư 150 tỷ đô la vào Mỹ với hy vọng ông Trump nhẹ tay khi đánh thuế hàng Made In Korea. Trước mắt Nhà Trắng duy trì mức thuế 15 % với Hàn Quốc. Đồng tiền đi trước là đồng tiền khôn  Tuần trước, họp với tổng thống Ukraina và nhiều lãnh đạo châu Âu, tổng thống Mỹ đã khoe ông giải quyết được 6 - thậm chí là 7, cuộc xung đột trên thế giới mà không cần có một lệnh ngừng bắn làm tiền đề. Gần đây nhất là giao tranh ở biên giới Cam Bốt-Thái Lan. Điều ông Trump không nói ra hôm đó, là các cuộc xung đột tổng thống Hoa Kỳ muốn nói đến vẫn còn âm ỉ. Đồng thời bản hòa ước giữa Armenia và Azerbaidjan bao gồm một điều khoản liên quan đến dự án thành lập một « hành lang vì hòa bình và thịnh vượng quốc tế mang tên Trump : The Trump Route for International Peace and Prosperity (TRIPP) ». Để vãn hồi hòa bình cho hai nước châu Phi là Rwanda và Cộng Hòa Dân Chủ Congo (hiêp kịnh ký ngày 27/06/2025) thì cả hai quốc gia này cùng cam kết sẽ mở cửa cho các tập đoàn Mỹ vào khai thác tài nguyên. Tương tự như vậy để nhanh chóng vãn hồi hòa bình ở biên giới Cam Bốt-Thái Lan, tổng thống Trump đã mang thuế quan ra để dụ và dọa hai quốc gia Đông Nam Á này. Kết quả là thủ tướng Hun Manet ca ngợi công lao của ông Trump hết lời và vội vàng đề nghị trao Nobel Bình cho nguyên thủ Mỹ. Riêng với Ukraina, trở lại Nhà Trắng tổng thống Volodymyr Zelenski đưa ra cam kết mua 100 tỷ đô la vũ khí và thiết bị quân sự của Hoa Kỳ. Báo tài chính Anh, Financial Times nhận định : Hợp đồng 100 tỷ đô la để đổi lấy bảo hiểm an ninh của Mỹ.   Trong cuộc hội đàm qua cầu truyền hình hai ngày sau các cuộc họp tại Washington, phó giám đốc Đài Quan Sát Pháp-Nga, Igor Delanoe cho rằng, tổng thống Zelensky và các nước đồng minh yểm trợ ông đã hiểu rằng với tổng thống Donald Trump những, đồng tiền đi trước là đồng tiền khôn : Igor Delanoe : « Hai sự kiện ở Alaska cũng như tại Washington, thực ra là một cuộc đọ sức về mặt chiến lược giữa một bên là Ukraina cũng các đồng minh châu Âu và bên kia là nước Nga của ông Putin để tranh thủ lôi kéo Donald Trump về phía mình. Sau hai hiệp đấu đầu tiên đó, tạm thời Nga là bên thắng cuộc. Chúng ta thấy tổng thống Hoa Kỳ giữ nguyên lập trường là không cần một lệnh ngừng bắn, làm tiền đề cho các đàm phán vãn hồi hòa bình. Châu Âu nhắc lại đòi hỏi có lệnh ngừng bắn, nhưng Trump đã xua tan tất cả khi khẳng định là ông đã giải quyết 6 cuộc xung đột mà không cần có lệnh ngừng bắn. Một điểm quan trọng khác, thượng đỉnh Alaska và các cuộc họp ở Washington diễn ra trong hai bối cảnh hoàn toàn khác : tại Alaska, Nga và Mỹ là hai cường quốc, ngang hàng đối thoại với nhau. Trái lại ở Washington, Ukraina và châu Âu trong thế đi năn nỉ. Tổng thống Zelensky mang 100 tỷ đô la -tiền của châu Âu ra "làm đầu câu chuyện"  trước khi đàm phán với Trump. (…) Sau các cuộc họp ở Washington vừa qua, ngược thời gian, trở lại với thượng đỉnh của Liên Minh Bắc Đại Tây Dương ở Hà Lan, rồi cuộc họp giữa chủ tịch Ủy Ban Châu Âu,  Ursula von der Leyen với nguyên thủ Mỹ ở Scotland hồi tháng 7 và lần này tại thủ đô Washington thì mỗi lần, châu Âu đều phải chi ra rất nhiều tiền : tại Hà Lan các thành viên cam kết tăng chi tiêu quân sự, mà chủ yếu là để mua vũ khí của Hoa Kỳ. Tại Scotland, để chỉ bị đánh thuế hải quan 15 %, bà Ursula von der Leyen cam kết mua hàng trăm tỷ đô la năng lượng của Mỹ và đầu tư không biết bao nhiêu vào Mỹ trong những năm sắp tới. Giờ đây châu Âu lại đưa thêm 100 tỷ đô la cho Ukraina mua vũ khí, thiết bị quân sự của Hoa Kỳ. Mấy trăm tỷ đô la trong vài ba tháng. Châu Âu đặt lên mặt bàn một số tiền rất lớn. Trump thì chủ trương ép cho bằng được để có thêm đồng nào tối đồng nấy mỗi lần ông họp với các nước châu Âu ». Hù dọa, vô ích với Nga Theo quan điểm của Arnaud Dubien giám đốc Đài Quan Sát Pháp-Nga, với Matxcơva, tổng thống Mỹ tuy có hù dọa nhưng « chẳng ăn thua ». Arnaud Dubien : « Tại Alaska, Mỹ không ban hành thêm các lệnh trừng phạt mới nhắm vào kinh tế Nga. Ngoại trưởng Rubio đã xác nhận điểm này. Điều đó phản ánh tâm trạng của chính quyền Trump vào thời điểm hiện tại. Bên cạnh đó thì cũng đã không có những thông báo, không có tín hiệu nào về việc Nga -Mỹ nối lại hợp tác về kinh tế, cũng như trong một số lĩnh vực cụ thể như công nghệ hàng không, các hoạt động thăm dò ở Bắc Cực... Nối lại hợp tác song phương là một lằn ranh đỏ mà chính quyền Trump đã không vượt qua. Ít ra là cho đến hiện tại, Mỹ chủ trương chỉ mở rộng đối thoại với Nga trên những lĩnh vực khác nếu như đạt được một số tiến triển trên hồ sơ Ukraina. Về phía Matxcơva, Nga đã loan báo cho phép tập đoàn dầu khí ExxonMobil tham gia trở lại dự án Sakhalin 1 để cùng thăm dò và khai thác dầu ở ngoài khơi. Dù vậy các dự án hợp tác hiện vẫn bị đóng băng. Một điểm khác nữa là vấn đề giới hạn vũ khí hạt nhân, một chủ đề mà Donald Trump từng nhắc tới khi ông trên đường từ Washington đến Alaska, nhưng về mặt chính thức, không thấy đôi bên đả động đến hồ sơ nay (…) Alaska là một thượng đỉnh quan trọng theo truyền thống các cuộc họp thượng đỉnh giữa Hoa Kỳ với Liên Xô rồi với Nga. Vladimir Putin và Donald Trump phô trương một thái độ gần gũi. Tuy nhiên không có bất kỳ một thỏa thuận nào được đưa ra cuộc họp và cũng không thể chờ đợi có những kết quả từ một cuộc gặp ngắn ngủi đó. Theo quan điểm cá nhân, phía Nga đã đưa ra một lập trường cứng rắn hơn. Còn về phía Hoa Kỳ thì tổng thống Trump muốn nhanh chóng thúc đẩy hồ sơ Ukraina. Chính sự nóng ruột này dẫn đến việc rất có thể là Washington ngả theo quan điểm của Vladimir Putin, kể cả trong trường hợp là điều đó có bất lợi cho Ukraina đi chăng nữa ».

Servicios postales de Europa, Asia y Oceanía detuvieron temporalmente los envíos hacia Estados Unidos ante la inminente expiración de la exención “De Minimis”, que desde 2016 permite el ingreso de bienes de hasta 800 dólares libres de impuestos. La medida genera incertidumbre en el comercio electrónico internacional.

Hangzhou is a city once famed for its poets, tea, and silk, but it's now capturing attention for something entirely different: AI labs, robotics startups, and IPO-hungry tech firms. The rapid rise of innovative and globally competitive tech startups has led to Hangzhou being dubbed “China's Silicon Valley.” But not everyone agrees that the comparison is so black and white.Chapters (00:00) Introduction - Hangzhou(02:15) Historical role of Hangzhou(03:28) A bit on Alibaba(09:45) How Hangzhou created its own growth model(14:45) How Hangzhou and Silicon Valley differBuy me a coffee: https://www.buymeacoffee.com/sinobabblepodLatest Substack post: https://sinobabble.substack.com/p/chinas-rise-was-planned?r=bgkuvLinks to everything: https://linktree.com/sinobabble#Hangzhou #chinatech #deepseek #siliconvalley Support the showSign up for Buzzsprout to launch your podcasting journey: https://www.buzzsprout.com/?referrer_id=162442Subscribe to the Sinobabble Newsletter: https://sinobabble.substack.com/Support Sinobabble on Buy me a Coffee: https://www.buymeacoffee.com/Sinobabblepod

DescripciónEn este episodio de Mundo Data Driven exploramos tres temas clave que están definiendo el presente y futuro de la inteligencia artificial. La Estrategia de China con los Chips de IAAnalizamos cómo China está imponiendo revisiones de seguridad a los chips de IA de Nvidia y AMD, mientras presiona a sus empresas locales para adoptar semiconductores domésticos. Esta no es solo una historia de guerra comercial, sino una jugada estratégica para lograr independencia tecnológica en el sector más crítico del momento.Alibaba Democratiza la Generación de Video con Wan 2.2Exploramos el lanzamiento de Wan 2.2 de Alibaba, el modelo open source que está revolucionando la creación de video generativo. Con su arquitectura de mezcla de expertos, este modelo permite generar videos de alta calidad desde tarjetas gráficas convencionales, democratizando el acceso a herramientas que antes eran exclusivas de grandes corporaciones. ¿Puede competir con Sora de OpenAI?La Megainversión de OpenAI y Oracle: 4.5 GigavatiosDesglosamos el anuncio de OpenAI y Oracle sobre sus planes para construir centros de datos que consuman 4.5 gigavatios de energía, diez veces más que los mayores centros actuales. Esta expansión del proyecto Stargate representa una inversión de cientos de miles de millones y plantea serias preguntas sobre sostenibilidad ambiental y el verdadero costo de la inteligencia artificial. ¿Invierno de la IA o Solo un Resfriado del Mercado?Analizamos las recientes caídas en el mercado tech y las declaraciones de Sam Altman sobre una posible burbuja. Con un estudio del MIT mostrando que el 95% de los pilotos de IA no generan retorno financiero y Meta reestructurando sus equipos de investigación, exploramos si estamos ante el fin de la era dorada de la IA o simplemente una corrección natural del mercado.Timestamps:00:00 Introducción02:15 China vs. Chips de IA: La jugada geopolítica08:30 Wan 2.2: Alibaba democratiza el video generativo15:45 OpenAI y Oracle: 4.5 gigavatios de infraestructura23:20 ¿Burbuja de la IA o corrección natural?32:10 Reflexiones finales y despedidaSuscríbete a Mundo Data Driven para análisis profundos sobre inteligencia artificial, tecnología emergente y sus implicaciones en nuestro mundo digital.#MundoDataDriven #IA #InteligenciaArtificial #China #Nvidia #AMD #Alibaba #Wan22 #VideoGenerativo #OpenAI #Oracle #Stargate #BurbujaIA #TechNews #Geopolitica #Semiconductores #MachineLearning #TechPolicy #CloudComputing #DataCenters #AIBubble #TechInvesting #FuturoTecnologico #InnovaciónTecnológica #AIResearch #OpenSource

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss the significant operational challenges Waymo and Uber are currently experiencing in Atlanta and Nuro's Series E round.Waymo's launch in Atlanta has gone anything but smooth. A shortage of vehicles and frequent rider pairing issues on Uber have sparked negative local media coverage, with Fox 5 Atlanta even publishing a guide on how to improve your chances of getting a Waymo ride. The Atlanta launch has raised questions about the long-term future of Uber and Waymo's partnership. While Waymo and Uber are facing vehicle supply issues in Atlanta, Nuro successfully closed a Series E round led by Uber that raised $203 million at a valuation of $6 billion.Episode Chapters0:00 Robots2:42 Nuro Series E4:54 Delivery Robots Part 16:11 Fleet Management 9:24 Delivery Robots Part 214:26 Waymo on Uber in Atlanta 21:15 Status of Waymo and Uber's Relationship 26:58 Helm.ai Honda Expand Partnership 32:21 Alibaba's Autonomous Driving IPO34:16 Baidu Apollo Go36:35 Tesla FSD in Japan38:46 Cybercab39:32 Next WeekRecorded on Thursday, August 21, 2025--------About The Road to AutonomyThe Road to Autonomy provides market intelligence and strategic advisory services to institutional investors and companies, delivering insights needed to stay ahead of emerging trends in the autonomy economy™. To learn more, say hello (at) roadtoautonomy.com.Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/ae/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Chinese AI giant Alibaba drops Qwen-Image-Edit, a free open-source model rivaling FLUX Kontext – but what's their long-term strategy? This week we dive into the flood of impressive AI tools coming from China, explore Runway's major platform updates (including Veo 3 integration), and examine and emerging AI audio solutions.--The views and opinions expressed in this podcast are the personal views of the hosts and do not necessarily reflect the views or positions of their respective employers or organizations. This show is independently produced by VP Land without the use of any outside company resources, confidential information, or affiliations.

In this episode of The Negotiation, we welcome Emmanuel Poupelle, WPIC Marketing + Technologies' Director of Growth for Europe, to explore how European lifestyle and health brands can succeed in China's fast-changing consumer landscape. Originally recorded as a webinar, there were so many incredible insights brought to the discussion that we felt it was well worth publishing as a podcast as well.Drawing on his extensive experience advising international brands, Emmanuel explains why China's evolving demographics, shifting consumption priorities, and increasing demand for premium lifestyle products have created a major growth opportunity. We discuss why Xiaohongshu (RED) is essential for discovery and influence, how Chinese consumers evaluate value and quality, and why European “heritage” brands still hold strong appeal.From health supplements and personal care to mental wellness and outdoor products, Emmanuel walks through the most promising categories—and why brands need to lead with storytelling, lifestyle positioning, and an integrated service model to win in China. Enjoy!Discussion PointsWhat's changing in China's consumer landscape—and why this matters for European brandsThe growing influence of Chinese outbound travellers and Xiaohongshu (RED)Why lifestyle positioning and heritage storytelling are key to market entry successWhich health and wellness categories are gaining the most tractionHow services, co-branding, and social commerce strategies can complement product launchesTiming your entry: why summer is ideal for lifestyle and travel-linked brandsWhere opportunities remain wide open: supplements, clean beauty, mental wellness

The United States and China are locked in a race for dominance in artificial intelligence, including its applications and diffusion. American and Chinese AI firms like OpenAI and DeepSeek respectively have captured global attention and major companies like Google and Microsoft have been actively investing in AI development. While the US currently boasts world-leading AI models, China is ahead in some areas of AI research and application. With the release of US and Chinese AI action plans in July, we may be on the cusp of a new phase in US-China AI competition.Why is AI so important for a country's global influence? What are the strengths of China's AI strategy? And what does China's new AI action plan tell us about its AI ambitions? To discuss these questions, we are joined by Owen Daniels. Owen is the Associate Director of Analysis at Georgetown's Center for Security and Emerging Technology and a Non-Resident Fellow at the Atlantic Council. His recently published article in Foreign Affairs co-authored with Hanna Dohmen -- titled China's Overlooked AI Strategy -- provides insights into how Beijing is utilizing AI to gain global dominance and what the US can and should do to sustain and bolster its lead.Timestamps[00:00] Start [02:05] US Policy Risks to Chinese AI Leadership [05:28] Deepseek and Kimi's Newest Models  [07:54] US vs. China's Approach to AI [10:42] Limitations to China's AI Strategy  [13:08] Using AI as a Soft Power Tool  [16:10] AI Action Plans  [19:34] Trump's Approach to AI Competition [22:30] Can China Lead Global AI Governance?  [25:10] Evolving US Policy for Open Models

In der heutigen Folge sprechen die Finanzjournalisten Lea Oetjen und Holger Zschäpitz über ein Dekadenhoch in China, zwei frohe Botschaften bei Novo Nordisk und Rückenwind bei Windkraftaktien. Außerdem geht es um Rheinmetall, Hensoldt, Renk, Leonardo, Thales, Shanghai Composite, CSI 300, Tencent Music, Nio, Netease, Xiaomi, Tencent, Alibaba, BYD, JD, Vestas, Energiekontor, Siemens Energy, Nordex, SMA Solar, Bayer, GoodRX, Duolingo, Pro7Sat.1, Intel, Nvidia, Home Depot, Starbucks, Netlfix, Sixt, CTS Eventim, Nike, Spotify, Live Nation Entertainment, AMC, Amazon, Kyivstar, VEON. Und hier gibt es die Tickets zum Finance Summit am 17. September! https://veranstaltung.businessinsider.de/FinanceSummit Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Der Börsen-Podcast Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

In der heutigen Folge sprechen die Finanzjournalisten Lea Oetjen und Holger Zschäpitz über Börsen-Non-Event Alaska, eine hoffnungsvolle Softwarestudie mit 6 Top Picks und einen neuen Chart of Doom. Außerdem geht es um CoreWeave, Salesforce, Siemens Energy, Cisco Systems, Palo Alto Networks, ProSiebenSat.1, Novo Nordisk, AstraZeneca, AbbVie, Siemens Healthineers, Sonova, Medtronic, Haleon, iShares Aging Population ETF (WKN: A2ANH1), Boston Scientific, Glaukos, Exelixis, Sarepta, Swisscanto Healthy Longevity Fund (WKN: A40L0T), Eli Lilly, Abbott, UnitedHealth, Microsoft, Amazon, Nvidia, Meta, Netflix, Coreweave, Oracle, Carvana, TSMC, Roblox, Crowdstrike, Opendoor Technologies, Alibaba, PDD, Petroleo Brasileiro, Teva Pharmaceutical, Robinhood, Northrop Grumman, RTX, Lululemon, Mercadolibre, Talen Energy, GE Vernova, Broadcom, Vistra, Micron, Alphabet, Somnigroup International, Flutter Entertainment. Und hier gibt es die Tickets zum Finance Summit am 17. September! https://veranstaltung.businessinsider.de/FinanceSummit Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Der Börsen-Podcast Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Can You Really Spot a Great Company Before Everyone Else Does? In this episode of REady2Scale, Jeannette Friedrich sits down with Lee McCabe, Partner at Claymore Partners and former executive at Meta, Alibaba, and Expedia. With deep experience in both technology and private equity, Lee shares how to uncover high-potential companies, particularly those hiding in “boring” sectors, by focusing on digital transformation, data-driven operations, and overlooked growth levers. Whether you're an investor, operator, or advisor, you'll gain practical insights into how leading firms are building value not just through financial engineering but through smarter marketing, better tech stacks, and operational efficiency. Key Takeaways: - Why old-school industries hold untapped value:Digitally underserved sectors like B2B and consumer services are ripe for disruption and value creation. - The power of a functional tech stack: Many businesses lack proper data infrastructure. Building a connected, insight-driven stack is step one to scaling sustainably. - What digital value creation really looks like:Private equity must shift from passive ownership to active operational involvement, especially in marketing and data analytics. - Lead generation is the real business: CEOs in services should view themselves as running lead generation engines. Conversion begins with optimised websites and media spend tracked to ROI. - AI hype versus reality: AI is not yet the silver bullet for most companies. Without basic data systems in place, AI becomes a distraction rather than a solution. - How to avoid data overload: Focus on the 10 to 15 KPIs that truly drive performance instead of drowning in dashboards and vanity metrics. - The real role of marketing agencies: Good agencies tie marketing spend directly to revenue and profitability instead of reporting on clicks and impressions. - Advising today's private equity investors:Future-leading firms will use defined operational playbooks focused on digital execution from day one rather than relying on traditional financial levers. - The compound effect of small steps:Lee shares his philosophy for building an extraordinary life: take consistent action every day, even when the direction is unclear. Recommended Resources: Book: The Predator's Ball by Connie Bruck Podcast: Pivot and All-In Connect with Lee McCabe: Find him on LinkedIn Are you REady2Scale Your Multifamily Investments? Learn more about growing your wealth, strengthening your portfolio, and scaling to the next level at www.bluelake-capital.com. Credits Producer: Blue Lake Capital Strategist: Syed Mahmood Editor: Emma Walker Opening music: Pomplamoose *

TrulySignificant.com presents the one and only Roger Egan, Dad, innovator, sold his company to Alibaba, had an epiphany on the education system. The gap- create a new process called Nurture, focused on life skills- critical thinking, problem solving, collaboration, etc. Here how Nurture will help students learn how to learn. Fascinating conversation. Meaningful content to all parents and grandparents who care. Visit www.nuture.isBecome a supporter of this podcast: https://www.spreaker.com/podcast/success-made-to-last-legends--4302039/support.

This week's podcast is about Cainiao's rapid rise from 2014-2022. Despite having a pretty unclear strategy. It's another example of Alibaba's Management Playbook.You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.Here is the link to the TechMoat Consulting.Here is the link to our Tech Tours.Here is the case study from CEO Wan Lin.Wan Lin: My Practice On Strategy ——–I am a consultant and keynote speaker on how to accelerate growth with improving customer experiences (CX) and digital moats.I am a partner at TechMoat Consulting, a consulting firm specialized in how to increase growth with improved customer experiences (CX), personalization and other types of customer value. Get in touch here.I am also author of the Moats and Marathons book series, a framework for building and measuring competitive advantages in digital businesses.This content (articles, podcasts, website info) is not investment, legal or tax advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. This is not investment advice. Investing is risky. Do your own research.Support the show

How do you infuse startup agility into a $3B global commerce engine?On this episode of BRAVE COMMERCE, Rachel Tipograph and Sarah Hofstetter sit down with Andrew Lederman, VP of Global Digital Commerce at Mondelez, for a wide-ranging conversation on building at scale while moving with speed. From founding a startup acquired by Alibaba to transforming digital commerce at AB InBev and now Mondelez, Andrew shares how his entrepreneurial DNA shapes his leadership at one of the world's largest CPG companies.He opens up about balancing local autonomy with global vision, the value of taking big swings instead of "safe bunts," and navigating the signal vs. noise of today's crowded tech landscape. With deep candor and clarity, Andrew explains how consumer obsession—not competitor fixation—drives long-term growth, and why brave leadership often means placing smart bets on the future.Plus, hear his answer to our signature closing question—and why he says being a father tops his list of courageous moves.Key Takeaways:Lead with Empathy, Act with Clarity: To drive transformation in large organizations, meet teams where they are and align them with a shared vision of the future.Prioritize Consumer Needs Over Competitive Noise: Long-term growth comes from solving real consumer problems—not chasing what others are doing.Make Strategic Bets with Confidence: Balancing short-term impact with long-term vision requires bold decision-making and operational excellence.Whether you're scaling digital commerce or trying to future-proof your brand, this episode offers a grounded, strategic, and motivating listen. Hosted on Acast. See acast.com/privacy for more information.

Go to www.LearningLeader.com for full show notes This is brought to you by Insight Global. If you need to hire 1 person, hire a team of people, or transform your business through Talent or Technical Services, Insight Global's team of 30,000 people around the world have the hustle and grit to deliver. www.InsightGlobal.com/LearningLeader My Guest: Tim Ferriss is the author of five #1 New York Times bestsellers (including The 4-Hour Work Week, Tools of Titans, and Tribe of Mentors). His podcast, The Tim Ferriss Show, has been listened to more than a billion times. Tim was an early investor in Uber, Shopify, Twitter, Alibaba, and many others. He's the creator of a new card game called COYOTE. Decision making - How can I win even if I lose? He viewed angel investing like his personal MBA. Instead of paying for business school, he invested in companies and learned about business by working with actual businesses. He didn't expect to make money on those investments. That was just a bonus. Think, “How can I win even if I lose?” Tim won with those investments, regardless of whether he made money or not on them. Key Takeaways and Learnings: Parents Who Foster Curiosity – Tim's mother created a "books are always in budget" policy despite tight finances. Used remainder tables at bookstores to expose him to random, off-menu knowledge that sparked lifelong curiosity about unconventional topics. Curiosity-Driven Exploration – When Tim showed interest in marine biology, his mom found Frank Mundus (inspiration for Jaws character), arranged a meeting, and created low-cost adventures like crab fishing with chicken bones to fuel his interests. The Mask You Wear Becomes You – "Be very careful what you pretend to be" - spent years presenting as overly serious to be taken seriously, which created a recursive feedback loop. Now embraces more play and laughter to avoid burnout.  Fiction and Poetry as Life Teachers – Shifted from non-fiction purist to reading more fiction/poetry. Recommends "Ozymandias" as a monthly reminder that all achievements fade: "My name is Ozymandias, king of kings. Look on my works, ye mighty and despair. Nothing beside remains." Internal vs External Scorecards – Money and fame amplify whatever's underneath, like alcohol or power. "If you have certain insecurities or paranoia, all of those are going to be amplified. If you're generous, that's also gonna be the case." Effectiveness Over Efficiency – "Effectiveness is doing the right things, efficiency is doing things well, but doing something well does not make it important." Focus on choosing the right targets rather than optimizing everything. Strategic Slack in Systems – Moved away from filling every 10 minutes. Takes 10 minutes each morning with coffee to read fiction/poetry/meditate to prove "you do not have to front flip out of bed and land in a full sprint." How to Win Even If You Fail – Project selection framework: "How can I win even if I fail?" Focus on relationships built and skills acquired that transfer beyond the project if external metrics don't pan out. The COYOTE Game Philosophy – Created a card game to address the social isolation epidemic. "People don't have a shortage of productivity advice... It's taking some steam out of the system and actually enjoying what you have worked so hard for." Social Bonds as Foundation – "It's the relationships, stupid." Countries rated happiest fundamentally come down to social ties. In-person social interactions are down 70% in certain age groups over the last 10 years. Podcasting as Relationship Building – "My goal is not to have 100% of my audience like any episode... but I do want 10% of my audience to love each episode." The personal is the most universal. Fame's Hidden Costs – With the audience size of major cities comes proportional number of unstable people. "If you have a small village, you're gonna have one village idiot... "How many crazy people are there in New York City?" "Be suspicious of what you want."   Tim read me the poem by Ozymandias by Percy Bysshe Shelley "If more information were the answer, we'd all be billionaires with six-pack abs." Be a talent scout - You don't need a huge network. A+ players in one area know A+ players in others. Seek out people who are great at what they do, regardless of what they do. Study what makes them great at that thing. Then you'll probably meet other A+ players. Also, it's on us to strive to be an A+ player at what we do. Be so good at whatever your thing is that other A+ players want to meet you. Tim has been very good at that. Quotes: "Be very careful what you pretend to be... the mask you wear often becomes the person you are." "Be suspicious of what you want." (Rumi) "My name is Ozymandias, king of kings. Look on my works, ye mighty and despair. Nothing beside remains." "Effectiveness is doing the right things, efficiency is doing things well, but doing something well does not make it important." "How can I win even if I fail?" "The personal is the most universal." "It's the relationships, stupid." "If more information were the answer, then we'd all be billionaires with six-pack abs." "Follow your curiosity and obsessions with great rigor. Do that and I like your chances." "The superheroes you have in your mind are nearly all walking flaws who've maximized one or two strengths." "You don't need a huge network... the super A+ players tend to know other A+ players." Life Lessons: Cultivate Childhood Curiosity – Create "always yes" policies for learning and exploration. Use constraints (like remainder tables) to discover unexpected interests. Embrace Strategic Experimentation – View life as a series of 6-12-month projects with 2-4 week experiments. Design studies to get feedback, not just chase outcomes. Balance Seriousness with Play – Taking yourself too seriously leads to burnout. Build in recovery phases and "deloading" periods across all life areas. Choose Projects for Learning – Select opportunities based on relationships you'll build and skills you'll acquire, not just potential external rewards. Start With Personal Pain Points – Best opportunities often come from solving problems you personally understand deeply, then expanding adjacent. Build Safety Nets First – Like Arnold's real estate, before acting, create financial/emotional cushions that allow you to say no and wait for right opportunities. Quality Over Quantity in Relationships – Better to have deep connections with fewer people than surface-level networks with many. Morning Rituals Create Calm – Prove to your nervous system you don't have to be frantic by taking 10 minutes each morning for something peaceful. Scratch Your Own Itch – Whether in podcasting, investing, or any pursuit, follow genuine personal interest for sustainable energy and authentic results. Prepare for Success Taxes – Fame and wealth amplify existing traits. Address insecurities and develop strong boundaries before scaling. Value Present Experience – Focus on daily energy in/out rather than constantly deferring happiness to future achievements. Apply to be part of my next Learning Leader Circle. Time Stamps 00:38 Tim's Childhood and Parental Influence 01:15 Curiosity and Lifelong Learning 02:56 Marine Biology and Childhood Adventures 07:06 Influence of Mentors and Teaching Aspirations 08:45 Thoughts on Parenthood and Relationships 12:11 Balancing Seriousness and Humor 25:15 Effectiveness vs. Efficiency 30:50 Creating Slack and Self-Care 34:41 The Importance of Social Bonds and Play 41:07 Meeting a Game-Changing Partner 42:13 The Importance of Analog Social Interaction 42:55 Podcasting: A Platform for Deep Connections 43:30 The Evolution and Challenges of Podcasting 43:47 The Art of Interviewing 49:18 Navigating Fame and Public Exposure 01:04:26 The Philosophy of Risk and Experimentation 01:10:27 Spotting Talent and Following Curiosity 01:20:37 Closing Thoughts and Future Endeavors

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