Podcasts about Alphabet

Running trends are everywhere right now, from Garmin badge chasing and runDisney friendship bracelets to Strava titles, race-day tattoos, emotional support water bottles, matching outfits, sparkle, DJ run clubs, and yes… people apparently churning butter on the run.In this fun and wildly relatable episode of Extraordinary Strides, Coach Christine is joined by Shelly Rose to unpack the viral running trends they love, the ones they would happily retire, and the race-day etiquette runners should not ignore. Then they take on the Running Alphabet Challenge, trying to cheer on imaginary runners from A to Z without Googling, cheating, or losing their dignity somewhere around X.Whether you run, walk, race, cheer, sparkle, badge chase, or simply wonder what on earth runners are doing on social media, this episode is a lighthearted reminder that fitness does not have to be serious to be meaningful, and community really does make the miles better.If you enjoyed today's episode, please share it with a running friend. Leave us a review and subscribe so you never miss an episode. You can find us at the Stride Collective. Have questions or want to chat? Send a voicemail!Support the showJoin the newsletter list for updates, special offers, and exclusive behind-the-scenes content.Join fellow pod and running enthusiasts at The Stride Collective community on Facebook or follow us on Instagram. 

Tom White breaks down stocks on the move and shows unusual options trades he found for all his picks. He says Alphabet's (GOOGL) recent rally has more room to run, Rocket Lab (RKLB) will have more muscle due to its Nasdaq-100 (NDX) inclusion, and KLA Corp. (KLAC) gaining more interest as shares hit an all-time high. ======== 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 der heutigen Folge sprechen die Finanzjournalisten Philipp Vetter und Holger Zschäpitz über schlechte Nachrichten von Rheinmetall, KI-Ärger für Anthropic und den Absturz der Platform Group. Außerdem geht es um Adobe, Marvell Technology, Tui, Lufthansa, Fraport, Deutsche Bank, Commerzbank, Hypoport, Nvidia, Alphabet, Meta, Tesla, Morningstar, iShares Space Technologies (WKN: A42BME), ARK Space & Defence Innovation (WKN: A419N7), WisdomTree Space Economy (WKN: A429CU), VanEck Space Innovators ETF (WKN: A3DP9J), Rocket Lab, ESCO, Korea Aerospace, Saab, Dassault Aviation, AeroVironment, Thales, MDA Space, Intuitive Machines, AMD, L3Harris, Kratos, Teradyne, Amazon, Palantir, Mitsubishi Heavy, Avio, AST SpaceMobile, EchoStar, Planet Labs, Redwire, BlackSky. 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. 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. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und – ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ 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 Anzeige: Diese Folge enthält Werbung für Smartbroker+. Depot eröffnen, 30 € ETF als Bonus sichern und aus tausenden ETFs wählen. Smartbroker+ macht Investieren einfach. Alle Informationen gibt es unter: https://get.smartbrokerplus.de/triple-aaa-podcast2/ Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Bij Trumps aantreden beloofde hij het cryptowalhalla. Danny Reweghs vertelt wat daarvan in huis is gekomen. Daarnaast fileert hij de kapitaalverhoging van Google-moeder Alphabet en de strategiewending bij holding GBL. ---Trends Beleggen is een podcastkanaal van de redactie van Trends.Meer info en advies over beleggen vind je op https://trends.be/beleggen/ ---Elke dag beleggingsadvies in uw mailbox? Registreer u gratis op één van de e-newsletters op https://www.trends.be/newsletters--- Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Yesterday SpaceX became the largest company ever to go public, in an IPO that values Elon Musk's rocket-and-AI conglomerate at $1.78 trillion. But SpaceX is just the first. Anthropic and OpenAI have both filed to go public, Alphabet has just raised a record $85 billion in new stock, and Meta is reportedly considering doing the same. Goldman Sachs expects as much as $675 billion of new equity to hit the market this year.For two decades the stock market did nothing but shrink — companies stayed private, bought back their own shares, and got taken private by private equity, leaving less and less stock to go around. That era is now over. In this video I look at why all of this is happening at once, what the AI buildout has to do with it, why the SpaceX deal has been such an awkward experience for Wall Street, what the prospectus actually reveals about where the $75 billion is going, and whether any of it is a good investment — with a look back at what happened to people who bought Cisco at the top in 2000.Patrick's Books:Statistics For The Trading Floor: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://amzn.to/3eerLA0⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Derivatives For The Trading Floor: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ https://amzn.to/3cjsyPF⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Corporate Finance: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://amzn.to/3fn3rvC ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ways To Support The Channel:Patreon: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.patreon.com/PatrickBoyleOnFinance⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Buy Me a Coffee: https://www.buymeacoffee.com/patrickboyle

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De slotkoers van de grootste beursgang ooit is bekend. 160 dollar en 95 cent. SpaceX is 2.1 biljoen dollar waard en Elon Musk is biljonair. Bij OpenAI en Anthropic kunnen ze rustig ademhalen, want de markt is niet stuk. Integendeel: beleggers hebben opnieuw betaald voor de mythe van Musk en tonen zich bereid om verregaande bedragen te steken in de bizarre waarderingen van AI-bedrijven die dit jaar naar de beurs gaan. Tijdens het laatste uur van de beursdag maakten Donner Bakker, Jochem Visser en hun gasten een extra uitzending richting die laatste koers op de borden. Gast Johannes Smit, portfoliomanager bij het Centive Global Equity Fund van IBS, legt uit wat dit betekent voor de markt en voor beleggers. Hij bespreekt het verdere verloop van de koers nu er aandelen kunnen worden verkocht door insiders, terwijl indexen juist gedwongen gaan kopen. En hij legt uit waarom de verregaande zorgen van indexbeleggers wat hem betreft onterecht zijn. Gasten Joe van Burik en Ben van der Burg, techcommentatoren van BNR en makers van De Grote Tech Show, bespreken hoe dit bizarre bedrijf nu in elkaar steekt en hoe dat zo is gekomen. Natuurlijk moet Musk zelf ook nog even langs de lat worden gelegd. Is zijn effect op het universum nou netto positief, of negatief? Hint: er is een goeie discussie over te voeren. BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Je hoort hem ook in de BNR-podcast Moerdijk: dorp van de rekening. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en is redacteur bij de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie. Van Musk tot Microsoft en van Ahold tot ASML. Wij vertellen je wat beleggers bezighoudt, wie de markten in beweging zet en wat dat betekent voor jouw beleggingsportefeuille.See omnystudio.com/listener for privacy information.

SpaceX is officially public and we explain not only why that matters, but also how it may benefit companies like Alphabet long-term. We also explore what's wrong at Adobe, why Apple has become boring, and the stocks on our radar. Travis Hoium, Lou Whiteman, and Jon Quast discuss: - SpaceX IPO - Who Will Sell SpaceX Stock? - What's Wrong At Adobe? - Either or Neither - Is Apple All Right - Stocks On Our Radar Companies discussed: SpaceX (SPCX), Microsoft (MSFT), Alphabet (GOOG), FormFactor (FORM), Casey's General Stores (CASY), Target (TGT), Walmart (WMT), Microsoft (MSFT), Adobe (ADBE), Intuit (INTU), Tesla (TSLA). Host: Travis Hoium Guests: Lou Whiteman, Jon Quast Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Oracle's post-earnings reversal and Micron's incredible rally headline another wild day in the options market. On this episode of The Hot Options Report, Mark Longo dives into the biggest names lighting up the tape, including the dramatic shift from speculative Oracle calls to aggressive put activity and Micron's astonishing sprint back toward the 1000 strike. Along the way, we also break down the latest action in NVIDIA, Tesla, Intel, Apple, Microsoft, Amazon, Alphabet and Super Micro Computer, plus unusual activity from today's Call Bias Scan. If it's moving the options market, you'll hear about it here. Get even more options data and market intelligence at TheHotOptionsReport.com.

On this episode of This Week in Futures Options, host Mark Longo is joined by Catherine Yoshimoto (FTSE Russell) for an in-depth look at the latest Russell Reconstitution changes, the return to semi-annual rebalancing, surging small-cap performance, and the explosive market interest surrounding the upcoming SpaceX IPO. In this episode, you'll discover: The biggest movers and shakers across CME Group markets Why silver, platinum and gold led the downside this week Small caps' impressive resurgence and the Russell 2000's renewed leadership The return to semi-annual Russell Reconstitution and what it means for investors Record-breaking growth in U.S. equity market capitalization Russell 2000 options flow, volatility and unusual put activity How skew dynamics in small-cap options differ from other major indices NVIDIA, Alphabet and the changing hierarchy of America's largest companies The unprecedented attention surrounding the SpaceX IPO and index inclusion debate FTSE Russell's methodology and fast-entry IPO rules explained New E-mini Russell 3000 futures A preview of the upcoming Russell 9000 Global Index What all of these developments could mean for futures and options traders

Host Gary J. Ross and Jeremiah Gordon, General Counsel of CapitalG, discuss growth equity investing and legal issues that arise at the later stages of the venture capital lifecycle. Jeremiah tells Gary that CapitalG, Alphabet's independent growth fund, operates differently from traditional corporate venture capital. Instead of investing to serve Google or Alphabet's strategic needs, the fund partners with companies such as Databricks, Stripe and CrowdStrike to drive financial returns and transform industries. Jeremiah discusses growth-stage diligence, the role of in-house counsel, and the new challenges created by the rapid growth in AI companies. The episode concludes with a look at exit transactions, particularly the increasing prevalence of private-to-private acquisitions.

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Shares in Uber Technologies (UBER) have hit the brakes hard, trading near 52-week lows as fears that autonomous driving companies, including Tesla (TSLA) and Alphabet's (GOOGL) Waymo, will steal market share. LikeFolio's Megan Brantley says Uber is in first place of the rideshare race, for now. She highlights consumer sentiment trends and explains how Waymo is putting its pedal to the metal to catch up. ======== 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

On this episode of This Week in Futures Options, host Mark Longo is joined by Catherine Yoshimoto (FTSE Russell) for an in-depth look at the latest Russell Reconstitution changes, the return to semi-annual rebalancing, surging small-cap performance, and the explosive market interest surrounding the upcoming SpaceX IPO. In this episode, you'll discover: The biggest movers and shakers across CME Group markets Why silver, platinum and gold led the downside this week Small caps' impressive resurgence and the Russell 2000's renewed leadership The return to semi-annual Russell Reconstitution and what it means for investors Record-breaking growth in U.S. equity market capitalization Russell 2000 options flow, volatility and unusual put activity How skew dynamics in small-cap options differ from other major indices NVIDIA, Alphabet and the changing hierarchy of America's largest companies The unprecedented attention surrounding the SpaceX IPO and index inclusion debate FTSE Russell's methodology and fast-entry IPO rules explained New E-mini Russell 3000 futures A preview of the upcoming Russell 9000 Global Index What all of these developments could mean for futures and options traders

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In der heutigen Folge sprechen die Finanzjournalisten Lea Oetjen und Nando Sommerfeldt über einen weiteren Rekord für Elon Musk, einen unerwarteten Dämpfer für Adobe und eine beispiellose Vorfreude-Rallye. Außerdem geht es um JP Morgan, Eli Lilly, Tesla, KLA Corporation, Lam Research, Micron Technology, Arm, Applied Materials, Marvell Technology, ASML, AMD, Intel, SanDisk, Viasat, Firefly Aerospace, Intuitive Machines, Planet Labs, EchoStar, Rocket Lab, OHB, Siemens Energy, Infineon, SAP, Oracle, Kontron, Porsche AG, Microsoft, Amazon, Apple, Alphabet, Nvidia, Deutsche Telekom, Ennoconn, Vanguard FTSE All-World UCITS ETF (WKN: A1JX52), SPDR MSCI ACWI IMI UCITS ETF (WKN: A1JJTD) und Invesco EQQQ Nasdaq-100 UCITS ETF (WKN: 801498). Meldet Euch hier zum kostenlosen AAA-Newsletter an: https://www.businessinsider.de/informationen/newsletter/alles-auf-aktien/ Und mit dem Code „AAAFRIENDS“ spart ihr jetzt 50 Prozent auf Eure Tickets beim Finance Summit am 2. Oktober – aber nur unter diesem Link: https://veranstaltung.businessinsider.de/event/financesummit26/summary?rp=c6dc55d6-6f4f-4fb4-b75f-3f3501d84859 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. 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. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und - ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ 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

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Lesley Logan and Brad Crowell break down what it actually looks like to leave a job with grace. In this episode, they unpack the candid conversation with New York City-based actress and novelist Clare Solly on why the employer-employee relationship doesn't require lifelong debt, how to keep your exit short and sweet, and what to do when getting fired feels deeply personal. They also dig into her biggest piece of advice: give yourself space before jumping into the next job. If you have any questions about this episode or want to get some of the resources we mentioned, head over to LesleyLogan.co/podcast https://lesleylogan.co/podcast/. If you have any comments or questions about the Be It pod shoot us a message at beit@lesleylogan.co mailto:beit@lesleylogan.co. And as always, if you're enjoying the show please share it with someone who you think would enjoy it as well. It is your continued support that will help us continue to help others. Thank you so much! Never miss another show by subscribing at LesleyLogan.co/subscribe https://lesleylogan.co/podcast/#follow-subscribe-free.In this episode you will learn about:How The Trevor Project's escape-key feature protects LGBTQ youth.Why the employer-employee relationship doesn't require lifelong debt.The two-sentence advice for exiting a job gracefully.Being fired is professional feedback, not personal failure.The importance of building a career exit strategy like a house fire plan.Episode References/Links:OPC – https://opc.meOPC Summer Tour – https://opc.me/toureLevate Mentorship Program – https://lesleylogan.co/elevateOPC Flashcards – https://opc.me/flashcardsBalanced Body - https://www.pilates.com/Contrology - https://contrology.pilates.com/The Trevor Project – https://www.thetrevorproject.orgThe Center Las Vegas (LGBTQ Center) – https://thecenterlv.orgThe Pitt (TV series) – https://www.max.com/shows/the-pittSubmit your wins or questions - https://beitpod.com/questionsIf you enjoyed this episode, make sure and give us a five star rating and leave us a review on iTunes, Podcast Addict, Podchaser or Castbox. https://lovethepodcast.com/BITYSIDEALS! DEALS! DEALS! DEALS! https://onlinepilatesclasses.com/memberships/perks/#equipmentCheck out all our Preferred Vendors & Special Deals from Clair Sparrow, Sensate, Lyfefuel BeeKeeper's Naturals, Sauna Space, HigherDose, AG1 and ToeSox https://onlinepilatesclasses.com/memberships/perks/#equipmentBe in the know with all the workshops at OPC https://workshops.onlinepilatesclasses.com/lp-workshop-waitlistBe It Till You See It Podcast Survey https://pod.lesleylogan.co/be-it-podcasts-surveyBe a part of Lesley's Pilates Mentorship https://lesleylogan.co/elevate/FREE Ditching Busy Webinar https://ditchingbusy.com/Resources:Watch the Be It Till You See It podcast on YouTube! https://www.youtube.com/channel/UCq08HES7xLMvVa3Fy5DR8-gLesley Logan website https://lesleylogan.co/Be It Till You See It Podcast https://lesleylogan.co/podcast/Online Pilates Classes by Lesley Logan https://onlinepilatesclasses.com/Online Pilates Classes by Lesley Logan on YouTube https://www.youtube.com/channel/UCjogqXLnfyhS5VlU4rdzlnQProfitable Pilates https://profitablepilates.com/about/Follow Us on Social Media:Instagram https://www.instagram.com/lesley.logan/The Be It Till You See It Podcast YouTube channel https://www.youtube.com/channel/UCq08HES7xLMvVa3Fy5DR8-gFacebook https://www.facebook.com/llogan.pilatesLinkedIn https://www.linkedin.com/in/lesley-logan/The OPC YouTube Channel https://www.youtube.com/@OnlinePilatesClasses Episode Transcript:Brad Crowell 0:00  Yeah, the employer-employee relationship does not inherently require a lifelong debt, meaning that, of course, when you're working for someone, do everything anything that's part of your role, but you don't owe them your life.Lesley Logan 0:15  Welcome to the Be It Till You See It podcast where we talk about taking messy action, knowing that perfect is boring. I'm Lesley Logan, Pilates instructor and fitness business coach. I've trained thousands of people around the world and the number one thing I see stopping people from achieving anything is self-doubt. My friends, action brings clarity and it's the antidote to fear. Each week, my guest will bring bold, executable, intrinsic and targeted steps that you can use to put yourself first and Be It Till You See It. It's a practice, not a perfect. Let's get started. Lesley Logan 0:58  Welcome back to the Be It Till You See It interview recap where my co-host in life, Brad, and I are going to dig into the gracious convoy I had with Clare Solly in our last episode.Lesley Logan 1:06  If you didn't listen, you missed out on the third time. Clare Solly has been, she's one of few people who've been on three times.Brad Crowell 1:13  She is, but I think she's been on way more than that, because she's done recaps for me and all sorts of stuff. So, as a guest three times, yes, but longtime listeners will definitely know who Clare is. Clare and Lesley go way, way back, before I was in the picture, by like years.Lesley Logan 1:32  We go back to like 2001.Brad Crowell 1:33  But way, you go back to 2001? So, like, I think I was still, what? 2001 we were graduating from high school.Lesley Logan 1:45  I went to college in 2001 as well.Brad Crowell 1:48  That's when you met, your first year in college.Lesley Logan 1:50  Yeah, I got a job. I was broke.Brad Crowell 1:53  I was broke. Well, amazing. Yeah, well, anyway, I was listening to your pod, and the two of you are hilarious, because it's like blah-blah-blah, just 100% riffing off each other. Lesley Logan 2:13  See why people are like, "I'm going to pod my best friend, and we're just going to talk about things." Because inevitably something good is going to come out of it. Oh yeah, you said, "Be organized," to like, what are we talking about? Which is like, so we originally, the team was like, "Do we want her on the pod," and I was like, "What will we talk about?" And then she and I were like, doing whatever recaps it is, she's like, "We should talk about ending," whatever, it was, and I was like, "Okay, great," exiting, "The team will be thrilled to know that we have a topic."Brad Crowell 2:38  You picked a topic. Lesley Logan 2:39  We did it. You guys, just so you know, we love that you listen. We love that you share those with friends. Another way you can support this podcast is by being an OPC member. If you go to onlinepilatesclasses.com, you can actually check out what we do. We have real Pilates for real bodies, it's the workout that works for you. There's lots of different ways to do it, and people are often like, "How can I support this show?" And Brad and I have talked about, like, do we do a commercial-free one where people pay?Brad Crowell 3:04  Yeah, we thought about that, like having a second one that's no ads, like all these different things.Lesley Logan 3:08  No, we're not doing more work. What actually would be really meaningful for us is, if you're going to give us money, we want you to actually get something out of it, not just like listening to us take up space. We really want you to actually take time for yourself and move your body, and that's what OPC is all about. It's actually about you having time for yourself. The classes are 2% of your day, and you get to compare yourself to yourself. So, go to OPC, I guess, what do they do? Go to opc.me/40?Brad Crowell 3:34  Just go to opc.meLesley Logan 3:36  Oh, great. Do that, even easier. Okay. Today is June 11th and it's Certified Nurses Week, aka CNA Week. It takes place on Thursday of the second full week of June. I really do love.Brad Crowell 3:50  The Thursday of the second full week.Lesley Logan 3:53  I love when it's not.Brad Crowell 3:54  Of the month of June.Lesley Logan 3:55  It can't be, it can't be the second Thursday. It has to be the second Thursday, the Thursday of the second full week.Brad Crowell 4:01  Yeah.Lesley Logan 4:01  So, Thursday can't be, it can't be the eighth ever. Brad Crowell 4:04  Because if the week starts on a Wednesday, that first Thursday does not count. If the month's first week starts on a Wednesday, or like not a full week, right? Then the first Thursday might not count.Lesley Logan 4:17  Right. Brad Crowell 4:17  Right. So, the Thursday of the second full week. Lesley Logan 4:22  I think that's complicated. Instead of saying. Brad Crowell 4:27  Because there might not be a second Thursday.Lesley Logan 4:29  But what they, well, they could just say the second Thursday of June.Brad Crowell 4:31  No, it might not be the second Thursday.Lesley Logan 4:33  No, if June 2nd is a Thursday, then June 9th is a Thursday, that's the second Thursday. I think they made it complicated.Brad Crowell 4:40  But that wouldn't be it, it would be on the next week.Lesley Logan 4:42  So, listener, hold on, you mean to tell me that people don't grab the 30-day calendar and go one, two?Brad Crowell 4:52  Not necessarily, if it's not a full week, that's the caveat here.Lesley Logan 4:56  I think that's crazy. I'm telling you, I always, when we do FYS, I don't go skipping the first Friday because it wasn't a full week, I do all the Fridays.Brad Crowell 5:08  I am with you on this. I am agreeing with you. This is not simple.Lesley Logan 5:12  It's not simple to be a CNA either. So, it takes place on the second full week of June. Do you like that? Like that lead back, is a week full of, oh, because they also want a week. Okay, notice.Brad Crowell 5:26  It's a full week.Lesley Logan 5:26  It's a full week of celebrations, but it starts on a Thursday, it's a full week of celebrations honoring the hard work. Do you all want to know why I think I'm ADHD? Here's the autism. I'm so stuck on this second Thursday. This year it is held from June 11th to June 17th. Certified nursing assistants began working under the Red Cross program during World War One, and have served alongside US Army nurses. Hundreds of young women were trained to care for wounded soldiers in reserve, field-based, and civilian hospitals. Did you know that before 1987 nursing assistants were not required to have a formal education?Brad Crowell 6:01  I did not know that.Lesley Logan 6:03  Okay, so who's seen The Pit? Because there's actually a whole episode on the medics. Did you know that?Brad Crowell 6:08  Well, this is why I was asking you what the name of the show is that you're watching right now. I yelled it across the house earlier when I was like, "What's that show called?"Lesley Logan 6:15  I'm hyper-vigilant, but okay. One, I'm not new to The Pit. It's already like, I don't know, filming season three or something like that, and won many awards. All of my friends talk about it week after week when it first came out.Brad Crowell 6:26  But you're new to it.Lesley Logan 6:27  I'm new to it, because as much as I appreciate the nostalgia of a weekly show that we all talk about, I don't have that capacity. If I'm going to sit down and watch a show, I want to binge through, like I really like that I can, and all that stuff anyways, because I won't. The next week I'll forget, and then I'll be like, spoiler alerts that I'm trying not to watch, like when Love is Blind was dropping in increments. I'm like, "Fuck, I have to get off my Instagram, because the spoilers are coming." So, because it's spoiled, and I didn't pay attention to it because it wasn't what I was clicking on, I saw on a plane yesterday, I watched 10 episodes in a row, I'm obsessed, and the head nurse is like kicking ass. But they did have a whole episode on this guy talking about what the first field medicals were and how they became one. Anyways, I also believe, maybe it wasn't the nurses, that might have been the women who were doing the phone lines, but they had to pay for their own uniforms and things like that, so there's all this different stuff. Anyways, you guys, we have a nursing shortage in the United States of America because it sucks to work in healthcare. The only people making money in healthcare is CVS and the insurance companies. This is not sponsored by them, but you know they've got the money, so come on over. So the reality is, please be kind to your nurses, we need every single one of them. I know it's frustrating when you have to go to, I wasn't even at the hospital, I was at a doctor's office, and they make me fill out this online check-in sheet every single time. I have to fill in my allergies, my first period, my family stuff, every single time. And the second time I went in a month, I said, "Hey guys, is there any way where I can just tap a box that says nothing has changed, everything is the same, there's zero. Brad Crowell 8:12  I just felt that I wasn't filling it out.Lesley Logan 8:14  Yeah, like the only thing that's different is my last cycle. I'll give you that, because it's a female doctor, anyway. But I said, "Look, I'm not trying to, I'm just here." But be nice to them, be nice to them, it is their CNA week, so go.Brad Crowell 8:29  So, there are apparently on average 190,000 annual openings for registered nurses each year, projected through 2032.Lesley Logan 8:42  Wow.Brad Crowell 8:43  Due to retirements, burnouts, and rising care demands. And while the workforce is growing, it cannot keep pace with the needs of an aging boomer population.Lesley Logan 8:54  Oh, this boomer population, man, they just, love you, because some of you are boomers, but, man.Brad Crowell 9:00  Yeah. So, anyway, nurses are very important, and it's a high-stress job, so all the props to the nurses out there.Lesley Logan 9:10  Yeah, okay. Upcoming travel notes, you guys, we're around, we're sticking.Brad Crowell 9:14  Yeah, we're home for a minute, and it's nice.Lesley Logan 9:17  Kind of at home. Although, although, when you're watching this, what day is this? Brad Crowell 9:21  We are June 11th.Lesley Logan 9:22  Oh, yeah. No, I'm home, solidly in the house.Brad Crowell 9:25  June and July, we're home.Lesley Logan 9:27  We might even foster a puppy or something like that.Brad Crowell 9:29  Yeah, we're gonna go take some dogs and hikes. We're rebuilding the van right now.Lesley Logan 9:34  We means Brad.Brad Crowell 9:35  We means Brad. Brad is rebuilding the van right now from the inside out, obviously.Lesley Logan 9:40  Well, the outside's done.Brad Crowell 9:41  Yeah. Well, not necessarily. Well, actually, I guess I'm adding a roof rack and I'm adding all the solar and all this extra stuff. So, like, we're getting fancy, and I got some really cool specs done for the interior, and we're, we're gonna be completely overhauling it before the summer tour, which is coming up, so tickets are definitely available. You can go to opc.me/tour we're actually going to be doing a Saturn's ring loop around the middle of the country, like Lesley said last week, which I thought was hilarious.Lesley Logan 10:08  Oh, just so you know, our tours are again sponsored by Balanced Body and Contrology, so we're also bringing the Contrology Reformer, Mat and Spine Corrector. Brad Crowell 10:17  We sure are. Lesley Logan 10:17  They all have some great prizes for you. I put another request in for the liner, because everyone loves it. It's so fun, easy to take with you. It's a really great community, and it's time, and you also can go to multiple locations on this tour, because we are on a status ring, but that also means, since the map isn't 3D, we're really just, you know.Brad Crowell 10:37  Okay, okay. I think they got the idea. The point is, we're going in a circle.Lesley Logan 10:41  Stops are within a couple of miles.Brad Crowell 10:42  It's a squeeze circle.Lesley Logan 10:43  It's a squeeze circle,Brad Crowell 10:44  Yeah, a couple of hours, several stops within a couple of hours, not a couple of miles.Lesley Logan 10:48  A couple of hours.Brad Crowell 10:49  But anyway, the go to opc.me/tour we're doing 14, I think it's 14 stops, and we're.Lesley Logan 10:55  I have no idea, it's not we're going to this, I haven't even seen the list.Brad Crowell 10:58  It's good, it's gonna be great, we're excited, we're visiting some new spots, revisiting some old spots, and can't wait to see everyone. So, if you want to come have a Pilates party with us, join us on tour. And then, if you're new here, Lesley teaches a mentorship program for teachers, it's called eLevate, and we might be sold out at this point, but we only do one turn, one round of it per year, and next year we're doing 16 spots, and it's you can find all the information about that at Lesley logan.co/elevate and also we have almost completed the full project here of these flash cards that we've been on a mission for for six years, the last that came out last year. Now we're working on, like, you know, like a.Lesley Logan 11:41  Collector's box that has like a cute little stand. I don't know, I've got some ideas. It might take us a little longer than we thought.Brad Crowell 11:47  Yeah, it's not as much of a priority, that's for sure. But you should go check out the cards themselves, because they're epic. Go to opc.me/flashcards, opc.me/flashcards.Lesley Logan 11:56  You know what, I wish maybe it's more of like somehow it's a stand where the you could put, you could put the card on the front or the back of this clear thing, and the back could be a magnifier.Brad Crowell 12:09  Oh, that's interesting.Lesley Logan 12:10  So, like, it, you could put the card in the front and of the slot, and it would just hold it up super cute, but if you put it on the behind, it would magnify it. For our perimenopausal ladies, I cannot get enough words on there and get the font to 10, so.Brad Crowell 12:24  That's why we linked back to the website on every card, because the website we can write as much as we want.Lesley Logan 12:29  And you can make it bigger.Brad Crowell 12:31  Yes, and you do that too. Cool. So, check this out. Go to opc.me/flashcards. Okay, so this week's charitable organization.Lesley Logan 12:38  Yes, yes, we made this change a couple weeks ago. Go back and listen if you want to know why we made the change. We don't have time for it today. June is Pride Month, you guys, and that means I wanted to, I thought it'd be interesting on our recaps to just talk about different LGBTQ IA charities that are doing great work for that community, because that community right now needs all the support it can get, because it is fighting the good fight and trying to help people. The whole community is just being hit with laws left, right, and center in the country. So, I want it, in the US, anyways, and so I wanted to highlight the Trevor Project. So, the Trevor Project was found in 1998 in West Hollywood, California, by James Lecesne.Brad Crowell 13:20  Lecesne, I think, Lecesne.Lesley Logan 13:21  Lecesne or you don't think it's Lecesne.Brad Crowell 13:24  Actually, I think it's Lecesne.Lesley Logan 13:25  Yeah, Lecesne.Brad Crowell 13:26  Yeah, James.Lesley Logan 13:31  Randy Stone, creators of the film Trevor. The Trevor Project is an American non-profit organization, is leading national organization providing crisis intervention, suicide prevention services to LGBTQ young people aged 13 to 24 That's a really, really tough at age, but you know it's really important that they have support. The organization offers a confidential telephone helpline, the Traverse Space Forum, and the educational programs, while reporting increase revenues and dedicating 80% of its budgets to programs. That's huge for a big charity, as them 80% to go like that. This is what we're looking at when we're looking at charities, you know. It has faced criticism regarding its promotion of gender ideology and allegations of mismanagement. So, okay, no, it's perfect, but I do, I do, I've heard of the project with different groups of different podcasts talking about how it can be helpful, and so, you know, I definitely hope it hope it helps people who are listening, who have friends whose kids or loved ones who need this help. Brad, why don't you tell what you liked about their website?Brad Crowell 14:28  Yeah, well, if you want to support them, go to their website, thetrevorproject.org thetrevorproject.org and I was looking at their website and learning a little more about them, and a pop-up happened, and it said, hey, if you need a quick exit from our website, you can just hit the escape key three times, and I was like, what, I'm really interested about this, so I tried it, you know, 123, bam, it closed the tab that I was on with The Trevor Project, and it opened Google, and so if you are looking for support from the Trevor Trevor Project, and you're concerned about someone barging in on you, you know, or you don't want to share that information with the people that you might live with or be around, what an amazing way for them to think ahead, and I mean it's pretty awesome.Lesley Logan 15:18  Speaking of The Pit, there was this one episode about human trafficking, and they were giving this girl a pen before they gave her the pen, because they thought the person that she was with was trafficking her. They opened up the pen to show her that on the in the ink part is the phone number, so the pen just looks like this like stupid pharmaceutical pen, but when you open it up, it actually had a helpline. And so I just think that, like, I love that groups are getting really creative with how can they actually help people, because just putting, you know, a flyer in a place, like, here you go, it's like no one can take that.Brad Crowell 15:51  Well, it's like it's like in, in the when we fly around the world, and we're in the airports, there's not just signs everywhere there, but they are there. Are hidden posters on the inside of the bathroom stalls that are about trafficking, and it says, hey, and it's in like multiple languages, like, like half a dozen languages. It's like, if you are being trafficked, here's the helpline, how to get support right now.Lesley Logan 16:16  Yeah.Brad Crowell 16:17  And you can call a number if you have access to a phone, of course.Lesley Logan 16:19  Oh my gosh, there was a bar in Miami that's like all these bars, they have, if you order an angel drink, they call it the drink, it's called angel, like, oh, I'd like to order the angel shot, then that tells the waiter that you feel unsafe with the date that you're on, and they will help you know you get out of that situation, which is amazing, like, they like, I don't know how they're helping, like maybe they call you a ride or something like that, something like that. I don't quote quote me, but I know the word was like angel, I guess. If the men find out what the word is for, you know, I don't, that's probably not so. The street was probably only in the women's restrooms, but yeah.Brad Crowell 16:53  The angel shot, it's a coded phrase used to signal bar staff that you feel unsafe and need help, such as a bad date.Lesley Logan 16:59  So, going back to the Trevor Project, you know, there's different things you can do, like if you want to do things more local to you, we, whenever we order, whenever you come to a retreat at our house, if you're in eLevate, things like that, we actually order from Bronze Cafe, and proceeds from their restaurant go to support the mental health of LGBTQ community in Las Vegas, so it's June is Pride Month, so you're gonna find all these different things around where you are that are gonna help people in this community, obviously, try to do it all year long, because they need it, but I just think that, like, it's a real shame that this group of people is being marginalized and made the reason why people's lives are so difficult. The trans community specifically, they're 2% of the population, and the actual 2% that is ruining people's lives across the world are the billionaires, those are the welfare people, those are the people who, like, I shared a post was showing, like, Amazon pays like 1.87% in taxes or something like that, it's like something stupid, Alphabet actually pays 10% that shocked me, I was like, they're not getting the best deal, like, so, so, anyways, if we all got together and supported people who are different than us and actually took out the small amount of people who are getting rich off of us, there will be a much different place. And then this group of people would actually get to live with human rights like the rest of us get to have. So, anyways.Brad Crowell 18:15  I just wanted to quickly check that stat. In the US, roughly one out of 10 identifies as LGBTQ as of 2024.Lesley Logan 18:23  Right, but trans is 2%Brad Crowell 18:25  Trans, trans, yeah, okay.Lesley Logan 18:26  Yes, but yeah. What I understand, you know, I know we're smart supposed to spend a lot of time on this, but the internet really pisses me off when these men are like, I'm not gonna have a gay kid.Brad Crowell 18:35  Right, like it's there choice.Lesley Logan 18:36  I shared this thing with you, this guy got this person to like, like, like, he's like, "Oh no, you, you choose to be gay. It's like, "Oh, okay, we'll be gay right now. He's like, "Be gay right now. He's like, "Oh no. He's like, "He's like, he's like, 'Well, you said you could choose, you choose to be gay, so be gay right now.' So the guy's like, "Okay, I choose to be attracted to you right now. He's like, "Yeah, well, I'm not gay, I can never choose to be gay, but you, you didn't.Brad Crowell 18:59  He just chose to be gay. He's like I'm only gay for like 10 seconds.Lesley Logan 19:02  Yeah, well, you're gay, so actually you're bisexual. It was such, was so well articulate, was so great. At any rate, it just shows that a lot of people have idiocies.Brad Crowell 19:13  Ridiculous.Lesley Logan 19:13  Fears, all this different stuff. And I think, like, the reality is that we have to make sure that children today, especially this group of people have love, support, and community, know that they are there's nothing wrong with them.Brad Crowell 19:24  Yeah.Lesley Logan 19:25  You know.Brad Crowell 19:26  Yeah. So.Lesley Logan 19:26  I could never imagine, I was bullied in school for having a big nose, for having big lips, for being poor, for my clothes being not like, I could never imagine, because when you're bullied for that, it changes, they change people, they get to somebody else, it changes all the time. To be bullied for who you're attracted to or how you identify? Holy fuck, that is relentless. That'd be non-stop. Anyways. Okay, well, we'll be right back.Brad Crowell 19:56  Thanks for sticking with us here.Lesley Logan 20:00  thetrevorproject.org, that was the linkBrad Crowell 20:00  Go to thetrevorproject.com yeah, all right. Brad Crowell 20:03  So let's talk about Clare Solly. Clare is a New York City-based actress, singer, novelist, and creative multi-hyphenate. She has self-published three women's fiction novels, is on the board of two theater companies in New York City, and currently works a day job she genuinely enjoys. Clare is also pursuing a PhD in creative writing, adding another chapter to her already wide-ranging creative career. I did not know she was doing that.Lesley Logan 20:32  Oh, she is. We're gonna call her Dr. Clare.Brad Crowell 20:36  Dr. Sally. Lesley Logan 20:37  I remember when she said, "I think I'm gonna do this. Do you think I'm crazy?" And I was like, "You're gonna do it anyways." That's when you know you have a real friend. It doesn't matter, I know you're gonna do it anyways. It doesn't matter. All right.Brad Crowell 20:54  Yeah. So, like I said, the two of you just beat off of each other. So, what was one of the one of the things that you loved, that she said.Lesley Logan 21:02  Oh my god, we got through so much, I think. I feel like, by the way, it's exiting, and it's a very, I find out of all the podcasts we've done, it's not just a theory, like she gave actual tangible things throughout the whole pod.Brad Crowell 21:17  Yeah, it was great.Lesley Logan 21:18  And it made me realize that we do the "Be It" action items, because in case someone's a little ethereal or a little esoteric, I wanted you to have tangible things to do.Brad Crowell 21:25  That's very true. That's why.Lesley Logan 21:26  That's why it exists, because of the woo-woo people are just like, get to know yourself, love everyone, and I wanted, like, okay, well, what do I do today? But this whole episode is like that. So she was talking about employer-employee relationships, so that's really what this is. We know not everybody works for someone else, so, but this is a great episode to present to your friend who's probably struggling with their boss, and sometimes you end up in one, right? Like, I have a girlfriend who's been an entrepreneur for decades, and now she's an employee again. So, she said the employer-employee relation does not inherently require a lifelong debt, and I think a lot of people who listen to this podcast, maybe not young kids today, because they've just seen it happen like they don't, they've not even, well, what they're saying is that the jobs don't even exist when they get older, but for those elder millennials and Gen X, like, where our parents had the same job forever. So, like.Brad Crowell 22:11  My dad just retired from 43 years at the same company.Lesley Logan 22:14  And just, I know we, I think we had it on the pod already, but how many people have retired since that person took over the job?Brad Crowell 22:20  When my dad retired, he asked the exit interview HR lady, "Hey, how many people have you had this interview with?" And she said, "Since Covid, five."Lesley Logan 22:34  FiveBrad Crowell 22:35  YeahLesley Logan 22:35  Only five.Brad Crowell 22:35  Only five.Lesley Logan 22:36  Five in six years. So that's how many people are retiring, which means a lot of them are leaving. But it does not inherently require lifelong debt, and I think that's really important, because I think especially, the majority of our listeners are women, we tend to worry about.Brad Crowell 22:51  I think we need to qualify that. What does lifelong debt mean in this context?Lesley Logan 22:56  Okay. I'm going to just say your parents on their vacation were worried about when they should tell their bosses that they were retiring, and I was like, "You don't," because somebody had left, and I was like, "You don't owe them that information, you're on vacation right now, you shouldn't even know that that person left." I was literally arguing with them, I'm like, "Why would you even go, 'Oh, I'm gonna retire too, so look for two people'? No, not your responsibility. It's their responsibility to be thinking about if people leave," and so that's what I would say.Brad Crowell 23:25  Yeah, I mean, lifelong debt, I would say, is just your entire life orients around the company that you work for. And I know how I operate, and that would be to pour myself into this company, whatever company that I'm working for. Lesley Logan 23:41  I did that for every company I worked for, I just kept being promoted because I poured so hard. They're like this girl doing so much, we should give her this next job.Brad Crowell 23:47  Yeah, and so, the employer-employee relationship does not inherently require a lifelong debt, meaning that, of course, when you're working for someone, do everything that's part of your role, but you don't owe them your life, right?Lesley Logan 24:04  Yeah, right. We were in Paris for four days. Let me tell you right now, they enjoy their life, they go to work. And our friend of ours who lives there, she's like, "Oh, it would be rude to eat at your desk, you literally have to eat in the lunch cafeteria."Brad Crowell 24:20  She works from home, and she goes into the office to have lunch with the group.Lesley Logan 24:24  Yeah, that's not even on her team, they're just the people of that office that she's at, because it's like rude to not be part of it. And she's like, "Yeah, you have a full hour-long lunch, and no matter what you've got going on, you sit there and you enjoy it." People really have a life, and I think there is a way to give 100% at work and then have a life, and I think that's a balance we're missing if you're in the States. If you're outside of the States, we travel a lot, I see you, you're doing a great job, you are living your life. But so let's go back to one thing she said, so she explained you don't actually owe the company anything, like, telling them where you're going.Brad Crowell 25:06  She was talking about actually, in this case, quitting, and you know, if they asked you like, "Well, where are you going to go work next?" Like, you don't need to tell them that.Lesley Logan 25:13  You don't actually have to, it's not a thing. And so, in fact, somebody asked L on demand, our agency member, because they were making a plan to leave, and they're like, "Well, how do I, do I tell them what I'm doing?" And she wrote, "No, you can just say, 'Thank you so much. As of this date, I'm no longer available for this role. I am still available and excited to do this part of my job.'" Because you actually don't need to tell them that you're gonna go run your own thing, especially like it's not, we tend to feel like we have to give them an excuse or a reason. It can just be that you're done. Done is a reason. Yeah, so it's your business. Lesley Logan 25:50  She also said you can be fully transparent about your feelings, but leaving is—it's when you're—it's not required. You can be, but you don't have to be. It's not required. So, the best policy she said is to just walk in and say, "I'm so sorry, I found X, Y, or Z," or "I found another job," and then keep it short and sweet. And I would say the shorter and sweeter the better, and try to do it in a succinct way so they're not the enemy and you're off to greener pastures. You never know if you have to come back.Brad Crowell 26:22  You guys were talking even about the, "Oh, they're paying me more," or whatever. Like, "This other company offered me this role, and they're offering me more money." But you don't even need to say anything like that, because that would then open up the conversation with the current company of, like, "Oh, well, we could pay you more." What if you actually just wanted to leave, you know? So you don't need to be building in an excuse. You can just say, "Hey, you know, I have to move on." You can give an excuse, but you don't need to. Brad Crowell 26:53  I had a very difficult time leaving my job because my old boss liked to sue people, and so I needed to come up with a reason that was acceptable so that he didn't think that I was going to go try to compete with him. Because if that happened, he was going to sue, he sues everybody. So I told him that I was going to focus on my family, and I left that open-ended.Lesley Logan 27:18  You know what, my last—the job that I left, they were litigious-ish because if certain trainers took clients, because they had a non-compete, which is not enforceable, and the non-solicitation as well, which means you couldn't solicit. But I was so afraid that they would think I was soliciting that I also said, "I'm focusing, my husband, you know, I don't need to work this much anymore." I just wanted them, it wasn't their business, and I didn't want them to be looking for something, you know. And we're still friendly, I still talk to everybody, one of my bosses there, like, it's so great. So it doesn't have to be a big deal. I think the gist of that topic is like you can literally, in two sentences or less, exit given the information that they need to process the paycheck and get to your next thing.Brad Crowell 28:08  Yeah, and when I was listening through the whole thing, I liked the idea of being gracious with the exit—like graceful, meaning short, succinct, and clear. And that's what Claire was talking about when exiting not on your terms, basically meaning you're fired. She said if you really want to hand-grenade things, you can, but it's a small world. The industries we all work in are small. Everyone knows everyone. If you have a tumultuous exit, word will get around, right? She said while being fired is definitely an ego stab in your heart, it is crucial to remain polite because the professional world is very small, even if the human instinct is to internalize blame. And what we will do effectively, because it's the human instinct, is internalize the blame. "What did I do wrong?" You know, and we keep reviewing it over and over again in our own minds, picking on ourselves effectively. She said, "Hey, let's turn it around to a positive instead of sitting there picking yourself apart. Maybe you can go and take this new time and learn a new skill." Alternatively, you can evaluate your peers by asking yourself, like, "What are the skills that I have? What can I add to my resume that makes me more excitable as a hire for the future?" So, really shifting back to working to put yourself back out there.Lesley Logan 29:34  Yeah, I think, going back a couple episodes ago, you have to feel your feelings. It's important to grieve that it's a loss, like even if you leave on your own terms, it's still a closure of something, so definitely do that.Brad Crowell 29:48  I always think about people who are almost arrogant, and I think in a situation like this, how lucky are they that they can look at someone firing them and go, "Well, it's your fucking loss, because I'm awesome." You know what I mean? Imagine that perspective versus, "Oh my god, what did I do wrong? Why are you firing me? It's my fault, I fucked up somewhere, I'm not even sure what I did wrong." Those are the two extremes. Maybe we can land in the middle and do ourselves a kindness and not beat ourselves up over it. Because I had to fire someone, and was this person perfect at their job? No. Were they coachable and teachable, and did we actually enjoy having them on the team? Yes. And ultimately, it wasn't because they fucked up a spreadsheet or a document that I had to fire them; I had to fire them because our company couldn't sustain paying them at the time, this many years ago, right? And so it was a shame and not fun, right? So it had nothing to do with her, and I wrote a glowing review.Lesley Logan 30:56  Yeah, no, and for the most part, especially if you're a boss listening to this, most people know, if you do it right and you're coaching correctly, people know that their job is not safe. So, in California, I have to write you up at least three times, because the employers' HR, when you let go of someone, they want to be like, "Here are the instances, here's what the thing was that you were supposed to do."Brad Crowell 31:21  Meaning they should be seeing it coming. "I've got two write-ups already, I know."Lesley Logan 31:25  Like, "Yeah, I'm in the hot seat," you know. And so now, just because you have three doesn't mean you're getting fired—like maybe they happen over 10 years, you know? One of them you fix, whatever. But especially if they're happening in a row, they're coming for it, they're looking for things to come at you with. So you should be watching for that. Lesley Logan 31:42  But you should also like—if I'm consistently having to remind you how to do something, or I'm questioning, like, if there's these things that you're being coached on in your job, and it's like, "Wow, you've been here a year, and we're still working on this" if you're a boss, they should not be blindsided by it if it has to do with the way that they're doing their job, because they're not mind readers. You actually have to tell them if they're doing their job well or not, and if they're not doing their job well, you have to tell them how to do it well to give them that opportunity. And if you don't do that, then they're gonna be blindsided. But if you're constantly re-coaching them on their job and bringing up, like, hey, even if you don't write them up, "Hey, this is the third time we've had to go over this, what's going on here?" Hopefully they're aware. Lesley Logan 32:22  Now, some people are dense and they don't get it. I fired people who yelled at me and all these different things—not like "my loss," but like, "How dare you," right? And I remember going, "You didn't see this coming, dude? This is our third write-up. You're not on time for your clients. What do you want me to do? You're not on time, you've not been on time multiple times."Brad Crowell 32:44  Yeah.Lesley Logan 32:45  This is on you. Brad Crowell 32:46  Yeah, exactly.Lesley Logan 32:47  If he had been taking the bus, I would have been like, "Okay, we got to find a new bus route, we got to find a new shift." Nope, this is all on him driving, you know. So, I think for the most, it doesn't always happen that way, but that's always my ideal goal, is like people know.Brad Crowell 33:01  I had someone try to write me up one time, and I told them that I would not sign the paperworkLesley Logan 33:05  You, you also don't have to sign.Brad Crowell 33:07  And I said, "I disagree with you 100%. I'm happy to talk to your boss about all of this, because I will not sign this."Lesley Logan 33:13  You don't have to sign, they still, you still got it, but you don't have to sign if you don't agree with it. That's true. Yeah, that's fine. It's all combo. Anyways, this is like, thank fucking God I'm not in an office. Jesus. Okay, hold on. She said more great things about exiting.Brad Crowell 33:29  Yes. Well, stick, stick around really quick. We'll be, we will be right back. Brad Crowell 33:34  All right, welcome back. So, let's talk about those "Be It" action items. If you're new here and you're like, "What the hell is that?" "Be It" is the Be It Till You See It podcast acronym, what bold, executable, intrinsic, or targeted action items can we take away from your convo? Claire said, "Hey, give yourself space." Okay, she explicitly warns against immediately jumping back into work after making an exit, whether you made it or they made it. She stated, "Make sure you give yourself a week or two off between jobs, because in any capacity, you have to decompress. It's just good for your mental state." She cautions against skipping this decompression phase, because when you immediately jump back into the next thing, you might actually already be angry or sad or frustrated, or whatever. She said she has rage-updated her resume before, and it just never works out very well.Lesley Logan 34:29  Sounds like if you get dumped, and then you go and do your Tinder or Hinge profile, it probably isn't gonna be as great as if you just waited a moment to be like, "Wow, that person wasn't so great for me. Let me.Brad Crowell 34:42  Yeah, don't rage-update your resume, it's hilarious. What about you? What was your big takeaway?Lesley Logan 34:45  II mean, personally, I never want to have to update a resume like that. I never want to do.Brad Crowell 34:50  I know we've had to update a resume to submit for some things for the business, and we're like, "Where is our resume? What did we.Lesley Logan 34:59  Now, Lex's job is like every so many months, go—because eventually, how long is the resume, you know? How many pages? Because I'm not vying for a job, but loans and stuff want things like that. Anyways, she said take a look at yourself and where you are, look at where you can improve and create an exit strategy. So I like this, because you might not like the job that you're at, you might be frustrated with where it's at, but this kind of is like taking a little bit of radical responsibility—like, where can I improve so that when I find the next place, I'm already a better person for it at the next job, you know? And that allows you to create an exit strategy as well. And I think this is kind of like, you know, if in anything you're wanting to leave, there's a reason you want to leave, and some of it's the situation, and some of it is ownership of how you could be a better person given the new situation, right? She compares this action to having an emergency strategy for a house fire, so you already know where your exits are, and I like that, right?Brad Crowell 36:01  She has some great tips, you know, especially if you know you're leaving and you had already taken things home, slowly start to bring them back to the office, not all at once, and vice versa. If you have things at the office, you could slowly start to take them home again, not all at once, because you're not trying to make your office look empty, but just practical stuff. Pretty cool.Lesley Logan 36:21  Because you never—I mean, even if you think you know your employers the most, like when I worked in, when I ran retail shops, if you gave us a two-week notice, our goal was to see how quickly we can get you a paycheck and end your shift before two weeks in your job, because it was an at-will state, so we could do that. So you put the two weeks in because then you get the better review, like, "Oh, they left and they gave notice," and all these different things, but especially in Pilates and in retail, you have clients, you have customers, so the longer you're there, the longer you can take client phone numbers, emails, different things. Like, we're protecting stuff, so we would just be like, "Out. Bye."Brad Crowell 37:02  Yeah, I think notoriously Netflix is like crazy. If you go in and you quit, before you get back to your desk, you're locked out of every, yeah.Lesley Logan 37:12  Yeah, no, I think it's even in their handbook of like what happens. Keith Olbermann is the one who—it's so funny because he's like, "I was on—they let me be on the air for three months, I could say whatever I wanted." But I do—you never—you just don't know how people are going to react to exits, so make sure that you have prepared well for the exit that you are in control of so that if they do decide, especially if you're an hourly employee or something like that, that they're changing it, you're not needing that money as the in-between, you know. Anyways, well, love it. I'm Lesley Logan.Brad Crowell 37:53  And I'm Brad Crowell.Lesley Logan 37:54  Thanks, Clare, for being our Be It Babe, ready to jump in. She'll be back because we'll have her at an interview.Brad Crowell 38:00  The Boomerang Buddy.Lesley Logan 38:01  Oh, I'm interviewing the person in two days, I better finish that book. I'm interviewing a really great doctor, and she's like, "I want to be in the Be It Book Club, and I want to be the recap person." So, Brad, you're unfortunately,unless you want to, you can join us for the recap if you want.Brad Crowell 38:19  It's fun. I love it.Lesley Logan 38:20  Yeah, all right, guy, go Be It Till You See It.Brad Crowell 38:23  Bye for now.Lesley Logan 38:24  That's all I got for this episode of the Be It Till You See It Podcast. One thing that would help both myself and future listeners is for you to rate the show and leave a review and follow or subscribe for free wherever you listen to your podcast. Also, make sure to introduce yourself over at the Be It Pod on Instagram. I would love to know more about you. Share this episode with whoever you think needs to hear it. Help us and others Be It Till You See It. Have an awesome day. Be It Till You See It is a production of The Bloom Podcast Network. If you want to leave us a message or a question that we might read on another episode, you can text us at +1-310-905-5534 or send a DM on Instagram @BeItPod.Brad Crowell 39:07  It's written, filmed, and recorded by your host, Lesley Logan, and me, Brad Crowell.Lesley Logan 39:12  It is transcribed, produced and edited by the epic team at Disenyo.co.Brad Crowell 39:16  Our theme music is by Ali at Apex Production Music and our branding by designer and artist, Gianfranco Cioffi.Lesley Logan 39:23  Special thanks to Melissa Solomon for creating our visuals.Brad Crowell 39:26  Also to Angelina Herico for adding all of our content to our website. And finally to Meridith Root for keeping us all on point and on time.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Send us Fan MailWhile everyone's been fixated on the SpaceX IPO, Google quietly pulled off the largest equity offering in history—roughly $85 billion—and basically front-ran the entire market to do it. In this episode of The Skinny on Wall Street, Kristen and Jen break down why a cash-printing machine like Alphabet would raise money at all, and why they did it in the most fascinating way possible: a Berkshire Hathaway private placement at a discount, a common stock offering across Google's quirky three share classes, a $40 billion at-the-market program, and the structure that confuses almost everyone—the mandatory convertible.If you've ever nodded along to "convertible debt" but secretly wondered what the hell stock that converts into stock actually is, this one's for you. Kristen (the First Lady of Valuation herself) walks through exactly how a mandatory convert works—why the number of shares you receive is a moving target tied to the share price, how the conversion math plays out from zero to a 25% premium and beyond, and why Google layered on a capped call to claw back even more upside. Along the way, they get into book-runner drama, IPO fee structures, why Tesla loved these trades, and what it really signals when sophisticated issuers are dumping rich equity, rich volatility, and rich call skew onto a market full of bullish retail buyers.The bigger picture? This is the AI build-out narrative wearing a new outfit. With 100% CapEx deductibility on the table and a talent war driving nine-figure pay packages, the smart money is raising as much as it can, as fast as it can—and using the hype to do it on favorable terms. Tune in for a clear, no-jargon breakdown of one of the most interesting capital markets moves of the year. Want to go deeper? Check out our Investment Banking & Private Equity Fundamentals course taught by Kristen Kelley—20 years of Wall Street knowledge, yours for two years.Shop our Self Paced Courses:Investment Banking & Private Equity Fundamentals HEREFixed Income Sales & Trading HERESubscribe to our Substack: https://substack.com/@thewallstreetskinny

Markets balance geopolitical uncertainty, rising anticipation around SpaceX and another busy stretch of earnings. Malcolm Ethridge, Managing Partner at Capital Area Planning Group, explains what investors should expect next as markets prepare for one of the biggest events in years. Pierre Ferragu of New Street initiates coverage on SpaceX and discusses the company's valuation, growth prospects and place in the market. Adobe earnings take center stage as Brian Schwartz of Oppenheimer reacts to the results and what they mean for enterprise software spending and AI adoption. Our Julia Boorstin examines why Disney emerged as a major winner from the NBA and NHL Finals and what that means for sports rights and media economics. Former Nasdaq CEO Bob Greifeld discusses what could become the largest IPO in history, how investors may respond and whether markets can absorb a deal of this size. Lennar earnings also provide a fresh read on housing demand. Elizabeth Burton, Chief Strategist at Fortress Investment Group, analyzes what recent capital raising by Oracle, Alphabet and other technology companies reveals about the state of credit markets and private equity. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

CNBC's MacKenzie Sigalos reports on a company set to benefit from SpaceX's IPO. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Daniel and James kick off a packed ADSN rundown by celebrating hitting #1 in Namibia, then dive into Alphabet's staggering $80 billion capital raise arguing it's not just about compute buildout but a strategic move to suck capital away from soon-to-IPO competitors like SpaceX, Anthropic, and OpenAI. From there, they unpack the app distribution crisis created by agentic AI tools: everyone can build now, but the audience, budget, and creative genius to actually get discovered are nearly impossible to find.The back half covers the Substack vs. Beehiiv battle over audience ownership, why ChatGPT is becoming the new Facebook blue app, Apple's potentially risky WWDC AI strategy, and a Northbeam stat showing just 1.4% of Meta ad accounts produce 36% of all creative. They close with a comparison of AI adoption to electricity — the real gains don't come from plugging in, they come from redesigning the entire workflow — and primary posts on the risk of founding and Snap's upcoming Specs launch.Thank you to our sponsors:AdQuick – Making OOH advertising as easy to plan, buy, and measure as digital. ⁠adquick.com⁠⁠Thrad.ai⁠ — Building the advertising infrastructure for AI. ⁠thrad.ai​beehiiv — The all-in-one platform for newsletters, websites, and every tool you need to grow and earn. ⁠⁠beehiiv.com⁠​The Farm — Fraction commercial legal with an in-house approach to outside counsel. thefarmllp.com STAY CONNECTEDJames on Twitter & LinkedIn – /jamesborowDaniel on LinkedIn, Instagram, TikTok – /danieldrugerSubscribe & leave a ⭐⭐⭐⭐⭐ review on Spotify & Apple Podcasts.

For the twelfth time, we gather around the campfire for one of RBI's favorite traditions: Stock Stories. Five Fools. Five investing lessons. This summer's tales share a surprising common thread: A biotech shell company that refused to die. An old gift of IBM stock quietly compounding for decades. A Fool who finally bought Alphabet nearly twenty years after he first meant to. A company called Life360 proving that “obvious” doesn't mean “fully valued.” And a producer awakening to stock-market investing in his 50s.The lesson? You may think you missed it. You probably didn't.Pull up a chair, grab a marshmallow, and join us around the campfire. Host: David GardnerProducer: Bart Shannon Companies Mentioned: GOOGL, IBM, LIF, UBER (and some random CUSIP#!) Learn more about your ad choices. Visit megaphone.fm/adchoices

It's Wednesday, June 10th, A.D. 2026. This is The Worldview in 5 Minutes heard on 140 radio stations and at www.TheWorldview.com. I'm Adam McManus. (Adam@TheWorldview.com) By Jonathan Clark Hindu mob injured 25 Christians during worship service A Hindu mob attacked a Christian worship service in central India last week. The mob injured at least 25 people, including the pastor's pregnant wife. Such attacks are becoming more common in the country's state of Chhattisgarh.  The state's government passed a law criminalizing conversion in March. It is India's second most oppressive state for Christians. Open Doors ranks the whole country as the 12th most oppressive in the world for Christians.    7.8-magnitude earthquake struck Philippines A 7.8-magnitude earthquake struck off the coast of the southern part of the Philippines on Monday. The quake killed at least 37 people, injured nearly 500, and displaced over 32,000. Christians in the area are jumping into action. International Christian Concern reports, “Local churches have opened their doors and converted their sanctuaries into vital emergency evacuation centers, providing safe shelter, immediate access to drinking water, and essential family food packs to thousands of displaced and traumatized residents.”   In Matthew 5:7, Jesus said, “Blessed are the merciful, for they shall obtain mercy.” Spanish Anglican church joins Bible-believing Anglican denomination In Spain, the Evangelical Anglican Community of Valencia joined the Global Anglican Communion last week. It's the first church in the country to do so. The Global Anglican Communion is a movement of conservative Anglicans led by churches in the Global South. The group rejects the leadership of the Church of England which has shown support for sexually perverted lifestyles. Julian Milson is the pastor of the church in Valencia. He told Evangelical Focus, “We believe that the Church is called to submit to the authority of Scripture above any cultural pressure.” FDA launched safety study of Abortion Kill Pill In the United States, the Food and Drug Administration launched a safety study of the Abortion Kill Pill, reports The Wall Street Journal.  This comes a year after the Trump administration promised to review the dangers of the abortion drug Mifepristone. The drug is not only part of ending the lives of unborn babies, it also poses health risks to the mothers who take it.  Republican Senator Josh Hawley of Missouri introduced legislation in March to ban the Abortion Kill Pill. Listen to his comments. HAWLEY: “It is time for Congress to give the victims, the survivors -- many of whom are here today -- the right to recover against this company that has inflicted harm on them solely for the purpose of making profits. I'm introducing legislation today that will do just that. And I'm delighted to have with me here today great advocates for women's health and for life.” FBI fired analysts who targeted Catholics under President Biden         MS Now reports that the FBI fired several intelligence analysts who targeted Catholics under the Biden administration. The analysts were involved in a 2023 memo which revealed how the FBI was surveilling Catholics as potential domestic threats.  A recent report from the Justice Department stated, “The Biden Administration's policies regularly clashed with a Christian worldview and burdened traditional religious practices.” Amazon dethroned Walmart Amazon has dethroned Walmart as the largest corporation in the U.S. by revenue. That's according to the Fortune 500 rankings for 2026. Walmart came in second, ending its 13-year reign at the number one spot. Other top 10 companies include UnitedHealth Group, Apple, Alphabet, CVS Health, and Exxon Mobil.  Also, Texas dethroned California as the state with the most Fortune 500 companies this year.  Curaçao soccer player shared Christian testimony And finally, soccer teams from around the world are about to compete for the 2026 FIFA World Cup. The international men's soccer championship is being hosted across the United States, Mexico, and Canada this year. One of teams hails from Curaçao, an island county in the Caribbean. Players from the national team participated in a Christian worship event ahead of the competition.  The team's striker, Kenji Gorré, shared his testimony at the event. Listen. GORRE: “I received Him as my Savior, because I knew that my good works couldn't do enough. I thought that if you're a good person, you'll make it to Heaven. I thought if you're a good person, God will forgive me. He's a loving God. But the love of God goes deeper. “And that's when I heard the true Gospel of Jesus dying for my sins on the cross, bleeding for me, washing me, cleaning me. And He cleaned me from the inside out. But I thank Jesus every single day. And from that day I've never stopped seeking Him.” Gorré also said, “Tonight we don't gather as athletes seeking worldly success, but as children of God who recognize that everything we have belongs to Him.” 1 John 2:15 and 17 says, “Do not love the world or the things in the world. … The world is passing away, and the lust of it; but he who does the will of God abides forever.” Close And that's The Worldview on this Wednesday, June 10th, in the year of our Lord 2026. Subscribe for free by Spotify, Amazon Music, or by iTunes or email to our unique Christian newscast at www.TheWorldview.com. Plus, you can get the Generations app through Google Play or The App Store. I'm Adam McManus (Adam@TheWorldview.com). Seize the day for Jesus Christ.

In this episode, we speak with Brian Barlow, Co-Founder and CEO of Sidewalk Infrastructure Partners (SIP), a company focused on building and scaling businesses that support the next generation of critical energy and digital infrastructure. As demand for energy and computing power continues to grow, existing infrastructure systems are facing increasing strain. SIP develops businesses and projects designed to help modernize these systems and enable more intelligent, scalable infrastructure for the future. Brian has spent more than three decades as a private markets investor across technology and infrastructure. Prior to co-founding SIP, he served as Director of Infrastructure Investments for Alphabet's urban innovation platform.  Prior to that, he was a Managing director at American Infrastructure Funds.  Earlier, Brian was a senior member of Scion Capital, the investment firm founded by Dr. Michael Burry and featured in The Big Short. I am your host, RJ Lumba. We hope you enjoy the show. If you like the episode, click to follow.

The biggest names in AI and technology are about to ask investors for an eye-watering $400 billion. SpaceX is heading to market, OpenAI and Anthropic are lining up behind it. Bryce and Ren unpack why the next few months could be the biggest test yet for the AI investment narrative, Bryce reveals his stock thesis framework using Intuitive Surgical as a case study, and for the first time 3 x stocks are pitched for the Equity Mates Community Portfolio.In this episode:00:00 — The $400 billion AI market stress test01:31 — SpaceX IPO demand explodes05:47 — Alphabet, Meta, OpenAI and Anthropic chase capital09:11 — Why IPO investors should slow down10:40 — South Korea's AI-fuelled bonus boom14:13 — Bryce reveals his stock thesis cards15:48 — Intuitive Surgical: thesis, risks and valuation23:15 — Community Portfolio update and Bitcoin review26:43 — GE Vernova, Siemens and Mitsubishi Heavy Industries pitchETFs and Stocks mentioned: SpaceX, OpenAI, Anthropic, Alphabet (NASDAQ: GOOGL), Meta Platforms (NASDAQ: META), Amazon (NASDAQ: AMZN), Apple (NASDAQ: AAPL), Microsoft (NASDAQ: MSFT), NVIDIA (NASDAQ: NVDA), Tesla (NASDAQ: TSLA), Berkshire Hathaway (NYSE: BRK.B), Facebook, Twitter, Alibaba (NYSE: BABA), Shopify (NASDAQ: SHOP), Block (NYSE: XYZ), SK Hynix, Samsung Electronics, Intuitive Surgical (NASDAQ: ISRG), Medtronic (NYSE: MDT), Johnson & Johnson (NYSE: JNJ), DaVinci Surgical System, DHHF, Bitcoin, Pro Medicus (ASX: PME), Caterpillar (NYSE: CAT), Global X Artificial Intelligence Infrastructure ETF, GE Vernova (NYSE: GEV), Siemens Energy (ETR: ENR), Mitsubishi Heavy Industries (TYO: 7011)———Want to get involved in the podcast? Record a voice note or send us a messageAnd come and join the conversation in the Equity Mates Facebook Discussion Group.———Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we've got you covered.Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)We're particularly excited to share our latest show: Basis PointsListen to the podcast (Apple | Spotify)Watch on YouTubeRead the monthly email———Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRResearch reports from Good ResearchTrack your portfolio with Sharesight———This podcast is intended for education and entertainment purposes only. Any advice is general advice and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If unsure, speak to a financial professional. The host of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares Group but maintains editorial independence and operates under Australian Financial Services licence 540697. Hosted on Acast. See acast.com/privacy for more information.

This week we talk about initial public offerings, Anthropic, and investment flywheels.We also discuss AI, financial entanglements, and backstops.Recommended Book: Superconvergence by Jamie MetzlTranscriptAn initial public offering, or IPO, is what happens when a private company goes public and starts selling shares of itself, occasionally to just institutional investors like banks and sovereign wealth funds, but usually also to retail investors, which means normal people who buy stocks as part of their investment strategy.Often private companies go this route, go public, because it's one of the primary ways of gleaning new, oftentimes large inflows of money, and that money can then be used for investments in assets for the company, but it also allows employees who have shares in the company as part of their compensation to cash out, to get paid possibly a huge bonus for all their efforts, and it's often a means by which executives garner huge paydays for themselves, because they can now sell their accumulated shares, or borrow against them, or because they have something in their contract that says they get x amount of bonus money or new shares if they take the company public, or achieve a certain valuation goal—and going public is a good way to do that.This is also one of the primary ways investors in a company, whether that's a bunch of smaller seed investors or big-name venture capitalists, to get their money back; the 10 or 100x-ing of their investment, getting ten or 100-times the money they put into the company, generally happens through an IPO, because it can balloon the valuation of that company, and it gives them a more conventional and reliable way of getting money back for their shares: they can just sell those shares on the open market.So an IPO allows a private company to make shares of itself available to others, on scale. And the ‘initial' part of initial public offering points at the early days of the process, during which the baseline price of a share of stock is established.A fairly arcane and complex process has emerged around this, and it's an entire industry at this point, with some institutions specializing in taking companies public, helping them get as high an initial price on that stock as possible. They also help them leap all sorts of regulatory hurdles set by the Securities and Exchange Commission, if they're going public on a US exchange, at least, other bodies handle such things in other countries, and these going-public entities, called underwriters, which are usually investment banks, also typically have their own stake in the matter, earning compensation through a fee called a ‘gross spread,' which is the difference between a discounted rate on the stock and what the stock is sold for on the open market on that first day it's available.What I'd like to talk about today is a wave of very closely watched unusual, impending IPOs that are coming later this year, and one of them in particular that looks to be even more unusual than the rest.—SpaceX, OpenAI, and Anthropic are three of the largest companies in human history; on paper, at least.And that's an important caveat. Market valuation for private companies is generally determined by how much investors are willing to spend on a percentage ownership of the company. So if you start a lemonade stand and I offer to buy 1/10th of that lemonade stand from you for $100, that implies, using this logic, that your lemonade stand has a valuation of $1000; 10 times that $100 that I offered to pay you.Such valuations are also informed by independent analyses from outside experts and institutions. SpaceX, for instance, pre-IPO, is estimated to be worth somewhere between $780 billion and nearly $2 trillion, depending on who you listen to, based on their assets, their potential future earnings, and any advantages they might have in the markets in which they operate.AI company Anthropic is estimated to be worth something like $965 billion, based on a May 2026 series H funding round, through which it raised $65 billion; based on that funding round, the calculations were done, and just shy of a trillion dollars is what the math says the company is worth, though some outside analyses say it's worth a bit less than that, while others suggest it's maybe closer to $1.4 trillion.OpenAI, a direct competitor of Anthropic, is valued at about $100 billion less than Anthropic based on its most recent $122 billion funding round, but again, analyses put the company's actual value, what people and investors would pay for it on the open market, all over the place.Each of these companies have different variables acting upon them heading into a period in which it's expected that all three will IPO.OpenAI kicked off the current AI race, for instance, but it's burning money at an incredible rate, and has yet to make a profit, losing billions per year, and will probably continue to lose billions each year for a while into the future.Anthropic, on the other hand, offers a similar product as OpenAI, but is projected to post its first quarterly operating profit of just over half a billion dollars in Q2 2026, making it one of the first frontier-model-making AI companies to make a profit, as most of these companies are investing so heavily in research and infrastructure like data centers that they're still in heavy cash-burn mode.SpaceX is distinct from these other two also high-flying, cash-burning tech companies in part because of its colorful and controversial owner, Elon Musk, and in part because it's a rocket launch company that also sells internet services beamed down to earth from satellites, and until recently, most of its reliable income has come from that single offering, selling internet access. But it also recently had X, formerly called Twitter, a social network, and an AI company meant to compete directly with OpenAI and Anthropic, called xAI, folded into it.So it's now a multifaceted company with several edgy, but somewhat mature and difficult to compete with offerings, most of which make no money, but all of which in theory at least kinda sorta orient around AI and other sci-fi goods and services.The surge in interest and investment in AI over the past several years led to a pivot for most of Musk's companies, and that led to the merging of the smaller xAI and X into SpaceX, which was the only really profitable company of that trio of companies, and that merging, until just recently, made SpaceX unprofitable, as well.Because of the unprofitability and relative unpopularity of xAI's offerings, like the controversy-ridden Grok chatbot, SpaceX has recently taken to leasing out its data centers to competitors, like Anthropic and Google, each of which are paying around a billion dollars a month to use some of SpaceX's data center capacity, which xAI hasn't needed, because of the unpopularity of Grok, for their own AI services. That, in turn, has suddenly made SpaceX a little bit profitable, which is important for reasons I'll get into momentarily.This portion of the US-based AI industry is kind of a tangle in many ways, all of these companies competing, but also intersecting and overlapping, often investing in each other and in the infrastructure that underpins them, while also being invested in by those same infrastructural entities. And these three companies' IPOs are being seen as something of a weathervane, their success or failure, and the degree to which they succeed or fail hinting at the direction of this industry, and whether or not this is a financial bubble that will soon, or eventually, pop.There are hints that those at the top of these companies are attempting to hedge their bets, in case their IPOs don't do what they need them to do, or don't do what they need them to do at the right magnitude.Sam Altman, OpenAI's also fairly controversy-ridden CEO, has been very close with US President Trump, and has reportedly been holding meetings about the possibility of the US government taking a significant stake in OpenAI, and maybe other AI companies as well. The idea here is that US funds, so taxpayer dollars, would be invested in these companies, and that would tie the companies more closely to the US government, which could be beneficial if these companies then increase in value, making the US government a profit on that investment. This would be beneficial for the companies, in turn, because they would basically be backstopped by the US government; the US would be more likely to help them stay solvent to avoid losing that invested capital, with its regulations and laws related to AI, but it would also make these companies too big and too important to fail, giving them a lot of leeway in how they behave and compete, or fail to, from that point forward. And if they do still fail, the US taxpayer would be paying for a significant portion of that loss while those in charge, investors and the higher-ups of these companies, would walk away with a bunch of money.SpaceX is taking another approach to IPO bet-hedging, by asking top US stock indices, like the Nasdaq 100 and S&P 500, which track top stocks, ‘top' designated by value, but also other metrics, usually related to stability and profitability, to ignore some of those other metrics and allow SpaceX entrance into their indices more rapidly than would typically be allowed.These indices are meant, in part, to help protect investors from volatility. High-flying startups might surge at the beginning, immediately after their IPO, but then fizzle out when it becomes clear their fundamentals aren't good, and they're not actually a solid investment, long-term.What SpaceX wants is to be allowed into this club of valuable, long-term profitable and stable companies, because it is big and flashy and might have the largest IPO in history. And if these indices don't want to be left out of all that, the argument goes, they should allow SpaceX into their club, regardless of those long-time rules of admittance.Nasdaq, which runs the exchange where SpaceX will be listed, agreed to a rules change in May of 2026 that will allow large private companies, like SpaceX, that go public on their exchange, fast entry onto the Nasdaq 100 list.This change of rules was made exclusively for SpaceX, and it could have a significant impact on the company's IPO, because many index funds and exchange-traded funds, ETFs, track the Nasdaq 100, which means they balance their portfolio based on what's in the Nasdaq 100, keeping things relatively or absolutely proportionate to that fund.That means because of this change, a lot of everyday, passive investors, who have their retirement funds and pension plans and even their personal portfolios in index funds and ETFs that track the Nasdaq 100 will automatically end up holding some or a lot of SpaceX stock, despite it being an untested, new, currently unprofitable company. Some of these funds are automatically managed and will just buy SpaceX because that's what they're programmed to do, and others are managed by humans, but because they've promised their customers to keep their funds aligned with the market, more money going into SpaceX means they'll be inclined to join the club and buy a bunch of SpaceX, as well. And because of how this works, the more funds buying SpaceX stock, the more funds will be required or inclined to buy; it's a sort of stock flywheel.That exposes all these investors to more volatility of the kind they maybe hoped to avoid by tracking this index, which isn't supposed to be volatile. But SpaceX's Musk was able to demand this change because, again, this is looking to be the biggest IPO in history, the company valued at $1.77 trillion dollars after the IPO. As a result, he can demand these sorts of things, and typically be listened to.Some other stock market indices have also said they would allow quick entrance to their lists for SpaceX and possibly OpenAI and Anthropic, as well.The S&P 500, however, after assessing the possibility of quick entry, has rejected the idea, saying it won't bend its rules, no matter how big these three IPOs are looking to be. That means folks with money in S&P 500-tracking funds will be protected from that initial volatility.That said those recent deals SpaceX made with Anthropic and Google nudged them into profitability, and if they can maintain that profitability for a year, post-IPO, then they'll be able to enter the S&P 500. And because Google's parent company Alphabet is a significant investor in SpaceX, they've already made money, on paper, on the deal they made with SpaceX for that datacenter capacity, paying out less than they're making back in valuation.So that tangle of relationships is likely to continue to enrich those in charge of these companies, and those who hold a bunch of shares of their stock, but it's also likely to get more of these massive, but volatile companies into ostensibly less-volatile indices, faster, which could have repercussions for the one-third of private US wealth that is currently invested in the stock market.Show Noteshttps://www.investopedia.com/terms/i/ipo.asphttps://en.wikipedia.org/wiki/Initial_public_offeringhttps://www.bloomberg.com/news/articles/2026-06-05/spacex-s-75-billion-ipo-draws-more-orders-than-shares-availablehttps://www.marketwatch.com/story/elon-musk-needs-the-cultish-support-of-everyday-investors-to-pull-off-the-massive-spacex-ipo-08e7ea49https://uk.finance.yahoo.com/news/spacexs-ipo-dream-runs-into-wall-streets-oldest-test-chart-of-the-day-114542191.htmlhttps://www.cnbc.com/2026/06/05/tech-download-anthropic-ipo-ai-valuations.htmlhttps://www.nytimes.com/2026/06/05/technology/spacex-indexes-401k.htmlhttps://nypost.com/2026/06/04/business/one-third-of-americans-wealth-is-now-tied-to-the-stock-market-a-record-high/https://arstechnica.com/tech-policy/2026/06/sp-500-blocks-fast-spacex-entry-wont-waive-rule-for-unprofitable-ai-firms/https://arstechnica.com/tech-policy/2026/06/we-pissed-off-a-lot-of-people-giant-data-center-plan-cut-50-amid-protests/https://www.notus.org/technology/trump-ai-stake-openaihttps://techcrunch.com/2026/06/05/google-will-pay-spacex-920m-per-month-for-compute/ This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit letsknowthings.substack.com/subscribe

The conventional business press obsesses over company rivalries and product launches, but almost never asks the more important question: who is the category king of every market? The Pirate Street Journal flips that lens entirely. On this episode, Christopher Lochhead, Eddie Yoon, and Bri Clark break down three of the most consequential stories in business today, all viewed through the category design framework. From the layered battle of the AI technology stack to America’s energy crisis and Korea’s semiconductor windfall, the real game is being played on a board most analysts are not even looking at. You're listening to Christopher Lochhead: Follow Your Different. We are the real dialogue podcast for people with a different mind. So get your mind in a different place, and hey ho, let's go.   The Battle of the Stack: Why the Wrong Fight Is Getting All the Attention Every major technology era runs on a six-layer stack: power, internal hardware, infrastructure, operating system, user hardware, and applications. History shows that the company dominating the early layers rarely ends up holding the crown. IBM led hardware in the PC era, but Microsoft won software. The pattern repeats: hardware kings win first, but the integrator of the most valuable layers wins last. Today, Nvidia sits atop a single layer at over five trillion dollars in market value, and if history holds, that concentration is the seat most likely to be rerated. The real competition is not OpenAI versus Anthropic. It is Nvidia versus a decades-old playbook, with Microsoft, Alphabet, and Elon Musk each racing to stack the most valuable rows on the board.   The Power Lottery: Owning the Well Versus Renting the Water Power is the one layer on the AI stack that almost nobody owns outright. Microsoft is restarting a nuclear plant. Anthropic is renting compute on a lease that can be clawed back in 90 days. Everyone is scrambling for electricity, but scrambling and owning are entirely different positions. The only player with the power square genuinely filled is Elon Musk through his combined portfolio of Tesla, SpaceX, and xAI. Meanwhile, America is blocking or delaying 48 data center projects representing 156 billion dollars in investment, while China builds power infrastructure at wartime speed with engineering-trained politicians leading the charge. The math is simple: the best models and chips mean nothing if you cannot plug them in. Battery storage at scale, incentivized solar adoption, and hydroelectric partnerships like the one forming between Quebec and Vermont represent non-obvious paths forward that states and local governments can act on right now.   Korea’s Chip Dividend: The First Live Test of AI Abundance Samsung and SK Hynix are projected to generate roughly 1.7 trillion in combined operating profit between 2026 and 2028. Taxed at Korea’s rate, that flows approximately 430 billion dollars to the government, enough to cover nearly half of the country’s national debt. On the ground near their campuses, luxury sales are surging, with jewelry up 147 percent and watches up 85 percent. Korea’s Labor Minister has already called semiconductors a public good, and there is a serious proposal to distribute part of the windfall directly to citizens. The Alaska Permanent Fund Dividend offers a working precedent: residents receive an equal payout drawn from oil abundance simply for living there. Korea is now running the first live national experiment in whether AI-era wealth flows broadly or concentrates narrowly. For the United States, facing a debt crisis with limited options, Korea’s model points toward a fourth path: create the conditions for massive abundance through AI and let a steady tax rate on explosive growth do what raising taxes, printing money, or cutting entitlements never could. To hear more from the Pirate Street Journal, download and listen to this episode. You can also read more Pirate Street Journal entries in the Category Pirates newsletter.   We hope you enjoyed this episode of Christopher Lochhead: Follow Your Different™! Christopher loves hearing from his listeners. Feel free to email him, connect on Facebook, X (formerly Twitter), LinkedIn, and subscribe on Apple Podcast / Spotify!    

In AI Needs You: How We Can Change AI's Future and Save Our Own, Verity Harding argues that AI governance is too important to be left to technologists alone—and that the rest of us need to join the conversation to shape this technology's future.Harding is the director of the AI and Geopolitics Project at the Bennett School of Public Policy at the University of Cambridge and the founder of Formation Advisory. She spent more than a decade at Alphabet, first as head of Security Policy at Google, then as DeepMind's first global head of Policy. In her book, she draws on historical case studies to show that democratic societies have successfully governed transformative technologies in the past.In her conversation with Nikolaus Lang, global leader of the BCG Henderson Institute, she discusses why the nuclear arms race is the wrong analogy for AI, what the 1967 Outer Space Treaty can teach us about cooperation between rivals, how Britain's regulation of IVF became a gold standard by depoliticizing the technology, and what business leaders get wrong about their own role in shaping AI governance.Key topics discussed: 01:56 | Why the framing of AI as “too complex for nonexperts" is harmful07:46 | Why the nuclear arms control analogy is counterproductive for AI12:25 | The Space Race and the 1967 Outer Space Treaty as a model for cooperation17:11 | IVF, the Warnock Committee, and why a philosopher led the regulation effort20:38 | The internet: from open ideals to commercialization and surveillance26:41 | What business leaders can do to shape AI governance30:50 | Four principles for AI: peaceful intent, embrace limitations, purpose over profit, societal trust35:25 | If you could mandate one thing for global AI governance, what would it be?

The AI investment boom is entering a major new phase as OpenAI files to go public, SpaceX prepares for one of the largest IPOs in market history, and investors question where hundreds of billions of dollars in new capital will come from.Mike Armstrong and Marc Fandetti break down the wave of AI-related fundraising, why SpaceX, OpenAI, Anthropic, and Alphabet are all testing investor demand at the same time, and how that money could affect other parts of the market. They also discuss the latest existing home sales data, why higher mortgage rates continue to pressure the housing market, how AI spending may be adding to inflationary forces, and what the bond market is telling new Fed Chair Kevin Warsh about interest rates.

In today's Cloud Wars Minute, I analyze how a trillion dollars in cloud backlog is driving innovation beyond technology and into corporate finance. Highlights 00:03 — In the Cloud Wars, all sorts of crazy things are going on with the technology, what customers are doing with it, but also in how this whole remarkable time is being funded. I want to talk a little bit today about how Google Cloud and Oracle are choosing to fund this unprecedented market demand and why new possibilities require new ways of doing things. 01:25 — In Oracle's most recent quarter, it reported that its RPO, or Remaining Performance Obligation, similar to backlog, is over $550 billion. For Google Cloud, it had an amazing jump as well in its most recent quarter, ended March 31, $462 billion in backlog, almost double what it had been a year before that. So there's amazing demand, these two companies totaling a trillion dollars. 02:09 — Six months ago, Oracle reached out and said, “No, no, we're going to go to some outside funding, some borrowing, to do that.” But the market reacted with a panic. “Oh my God, nobody's ever done this.” And, you know, "What if they can't pay it back?” So there was a lot of skepticism about Oracle's plan six months ago. 02:58 — Now, a week ago, we see Alphabet step up and say, “Hey, we're going to do some equity financing. We're going to take $10 billion from Warren Buffett and some other places. We need this money. We think it's the best way to pursue funding our own data center expansions, our own CapEx needs, which will be somewhere between $185 and $190 billion.” Oracle's will probably be around $75 billion. 04:37 — Oracle and Google Cloud have risen to the top of the Cloud Wars Top 10 because they brought innovation at levels in technology and go-to-market, how they think about customers, deployment models, and so forth, that have really set the new standard for what's happening in the AI cloud business now. Seeking outside funding to meet this demand shows another way to do it. Visit Cloud Wars for more.

THE TEN MINUTE FORTNIGHT: The annual RSR Lord's away day "The Lord's bar's approach towards carbs is really something else." FROM THE ARCHIVES (08'42): A new cricketing alphabet game "There is absolutely no way you're going to come up with a Q."  THE REVIEW (23'45): Catching the Light (2026, Fairfield Books) "It's exactly the kind of thing that could be written while languishing in the long grass." Recorded 8 June 2026

Welcome To The Real Oshow,0:00 Intro1:00 Freedom Ship (Mile Long Ship)3:45 GTA 6 Rumors7:15 Google Releasing 64 Million Mosquitoes9:30 Closing Thoughts In this episode, we dive into the wild concept of the Freedom Ship, a mile-long floating city in international waters with its own rules (or lack thereof). We uncover some of the shady experimental ventures that have shown interest in it. Next, we talk about GTA 6—why it's the “Iceman” of video games and how the map might adapt to your playstyle. Finally, we break down Alphabet's plan to release millions of mosquitoes in the U.S. to control populations. Strap in for a wild ride through the future of floating cities, gaming rumors, and biotech experimentsCheck out our YouTube page - https://www.youtube.com/channel/UCoqz3s_B_VYHuQtuVIDxpiQTikTok - https://www.tiktok.com/@therealoshow?is_from_webapp=1&sender_device=pcTweet @zacharyowings2 with your thoughts about the podcast or suggestions for future shows.Music by Leno Tk - Greatness (Streaming on all platforms)

In der heutigen Folge sprechen die Finanzjournalisten Lea Oetjen und Daniel Eckert über die Siri-Revolution von Apple, einen Milliarden-Deal von Intel und eine profitable Erfrischung von Adidas. Außerdem geht es um Nvidia, Alphabet, Marvell Technology, Micron, Applied Materials, KLA Corp., Lam Research, Corning, Amazon, Vonovia, TAG Immobilien, Aroundtown, LEG Immobilien, Airbus, Tui, Lufthansa, BASF, Symrise, Evonik, Lanxess, Zealand Pharma, Eli Lilly, Novo Nordisk, Strategy, Jenoptik, SMA Solar, Westwing, Krones, Microsoft, Broadcom, TSMC, Meta, Tesla, iShares MSCI ACWI (WKN: A1JMDF) und Invesco FTSE All-World ETF (WKN: A3D7QX). 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. 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. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und - ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ 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

Wo Angst ist, ist nicht Hoffnung. Wo Entängstigung geschieht, entsteht Raum für Hoffnung. Entnommen aus: Stefan Seidel "Durch die Angst gehen", Claudius Verlag, München 2026

Drie-op-een-rij! Ook OpenAI heeft nu de papiertjes voor zijn beursgang ingediend. Wat moet het bedrijf allemaal doen om beleggers het hof te maken de komende maanden? Het lijkt er op dat ChatGPT wordt omgekat om veel meer zakelijke abonnementen te kunnen gaan leveren. Met andere woorden: het heeft goed naar de concurrent gekeken! Kan het Anthropic nog de pas af snijden of is het gedoemd daar achteraan te hobbelen? En aan de overkant staat Apple: Siri krijgt haar zoveelste make-over, maar nog veel belangrijker is toch al die hardware die het aandeel de lucht in moet blijven helpen Dat, en... Europese Chip Act? De topman van ASML bijt terug 200 bedrijven verslaan de MSCI World Index dankzij AI-hausse BYD groeit nauwelijks in China en maar topvrouw ziet het zonnig in De nieuwe auto van Spyker! De beursgang van nóg een AI-bedrijf: Perplexity Te gast: Robbert Manders van het Antaurus Europe Fund. BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Je hoort hem ook in de BNR-podcast Moerdijk: dorp van de rekening. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en is redacteur bij de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie. Van Musk tot Microsoft en van Ahold tot ASML. Wij vertellen je wat beleggers bezighoudt, wie de markten in beweging zet en wat dat betekent voor jouw beleggingsportefeuille.See omnystudio.com/listener for privacy information.

In this week's Stansberry Investor Hour, Dan welcomes Dave Lashmet back to the show. Dave is the editor of Stansberry Venture Technology, an advisory that takes a "venture capitalist" look at the market. Dave scours the market looking for little-known small-cap companies that are potentially producing the next wonder drug or technology.   Dave kicks things off by discussing the SpaceX IPO. He calls the company a "Tower of Babel," saying the best use case for Starlink is to replace cell phone towers. However, Starlink's satellites can only provide service for up to 1,000 people. In rural areas, this is fine, but larger cities and the surrounding areas would have higher demand. Additionally, Dave says that there's a 10-year gap between Earth-based and space-based communications. Unlike cell phone towers, satellites have to go through additional processes to ensure that they will function properly while they're in orbit. But in the midst of the IPO, Dave says that Alphabet subsidiary Google will be a major winner. (0:00)   Next, Dave shares how the SpaceX IPO will result in many folks investing in 401(k)s to be holding shares of the company unintentionally and how that happens. And they'll have an unreasonable percentage of their portfolio owning a stock that isn't gushing cash. Dave then talks about how cameras will be the future of space. Sony's research and development division created a "four-color camera" that operates on the red, green, blue, and shortwave infrared spectrums. Infrared doesn't currently work in any functional capacity for everyday users, but for the companies that build telescopes, the next breakthrough was evident. And this technology can help with "seeing" better than other cameras. (19:52)   Finally, Dave breaks down "near space," the region of the atmosphere between the stratosphere and space. It's tricky to station anything there due to the high amount of air resistance and insufficient amount of air that could support the lift needed for wings, so there's little interest in going there. But one company Dave is looking at is developing the "basking shark" capable of enduring in near space. And if the U.S. government wants its "golden dome," it needs to go to this company. And Dave marvels at how space is able to improve many things on Earth that wouldn't be possible otherwise. (39:45)

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The Hot Options Report returns to break down the biggest names, hottest trades and most active options contracts from Monday, June 8th. Tesla reclaimed the top spot on the options leaderboard, pushing Nvidia into second place as traders piled into near-term calls. Meanwhile, Micron roared back toward the coveted 1000 strike, Intel continued its stunning rally, and Apple traders positioned around WWDC with heavy put activity. This episode also dives into unusual longer-dated call buying in Alphabet and Microsoft, examines whether traders are chasing momentum or setting up for the next major move, and explores the latest "Little Wings" scan from QuikOptions. In this episode: • Tesla returns to the #1 volume spot • Nvidia's massive 210 call activity • Micron's latest assault on the 1000 strike • Intel traders swing for another explosive rally • Apple's WWDC "sell the fact" action • Unusual call buying in Alphabet and Microsoft • Today's standout Little Wings trades If it's lighting up the options tape, you'll find it here. Presented by QuikOptions. To learn more about the scans, analytics and unusual options activity featured on the show, visit TheHotOptionsReport.com.

The weightless era of software is over. This week the AI buildout slammed into the physical world: concrete, copper, electricity, water, and capital. We map the paradox of record wealth at the top of the stack and intense friction everywhere else.Alphabet announced an $80 billion equity raise, its first major stock sale since the 2004 IPO, to fund an estimated $180 to $190 billion in AI compute capex for 2026, with Berkshire Hathaway taking a $10 billion private placement. Broadcom posted a record fiscal Q2 of $22.19 billion, AI chip revenue up 143%, and Marvell shipped the first 102.4 Tbps switch that Jensen Huang called the next trillion-dollar company.SoftBank overtook Toyota to become Japan's most valuable company after pledging 75 billion euros for 5 gigawatts of AI data centers in France. The bill for the combined ~$700 billion buildout is landing on workers: 2026 tech layoffs have reached roughly 142,000, and employment for developers under 26 has dropped nearly 20% since 2024.GitHub Copilot switched to token-based billing, with power-user bills jumping from about $29 to $750 and outliers hitting $3,000. NVIDIA and Microsoft launched the RTX Spark to run 120-billion-parameter models locally, Anthropic filed confidentially for a roughly $1 trillion IPO, and Ohio suspended its data-center tax break as a citizen petition aims to ban hyperscale data centers. Community consent, water, and energy are the real bottlenecks.If you want a prize, send us a DM:instagram.com/rickerandbontiktok.com/@rickerandbonyoutube.com/@rickerandbon

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Shawn O'Malley and Daniel Mahncke explore Grab Holdings (ticker: GRAB). In this episode, you'll learn how Grab was able to quickly grow across eight countries in Southeast Asia, and what local adaptations they made to outmaneuver Uber, which eventually ceded its entire market share to Grab.   Despite Grab's astronomical successes, the company's stock is down 70% since IPO, and investors are wondering if perhaps now is finally a good entry point after the company reached its first full year of profitability. Shawn and Daniel discuss and estimate Grab's intrinsic value, plus so much more! IN THIS EPISODE YOU'LL LEARN: (00:00:00) Intro (00:04:45) How Grab was able to outcompete Uber (00:11:46) What unique advantages Grab has been able to take advantage of in Southeast Asia (00:13:42) Why Grab's lending business fits so naturally into its flywheel (00:57:26) What are the biggest risks facing the company (00:41:21) Why Grab's profit margins are inflecting so dramatically, and where they could land (01:02:55) What makes Southeast Asia such an appealing market to invest in long-term (01:11:03) How to think about Grab's intrinsic value and attractiveness as an investment (01:14:26) Whether Shawn and Daniel decide to add Grab to the Intrinsic Value Portfolio Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TIP Mastermind Community⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Track The Intrinsic Value Portfolio Compound with Rene's deep dive into Grab. Listen to Shawn & Daniel's podcast on Uber. Read Shawn's newsletter on Uber. Check out our previous Intrinsic Value breakdowns: ⁠Transdigm⁠, ⁠Salesforce⁠, ⁠Berkshire Hathaway⁠, ⁠FICO⁠, ⁠PayPal⁠, ⁠Uber⁠, ⁠Nike⁠, ⁠Amazon⁠, ⁠Airbnb⁠, ⁠Alphabet⁠. Follow Shawn on ⁠⁠⁠⁠⁠⁠X⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠Linkedin⁠⁠⁠⁠⁠⁠. Follow Daniel on ⁠⁠⁠⁠⁠⁠⁠X⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠Linkedin⁠⁠⁠⁠⁠⁠⁠. Related ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠books⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ mentioned in the podcast. Ad-free episodes on our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Premium Feed⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. NEW TO THE SHOW? Get smarter about valuing businesses through ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Intrinsic Value Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Check out ⁠⁠⁠⁠⁠⁠⁠⁠⁠The Investor's Podcast Starter Packs⁠⁠⁠⁠⁠⁠⁠⁠⁠. Follow our official social media accounts: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Try our tool for picking stock winners and managing our portfolios: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TIP Finance⁠⁠⁠⁠⁠⁠⁠. Enjoy exclusive perks from our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠favorite Apps and Services⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Learn how to better start, manage, and grow your business with the ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠best business podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. SPONSORS Support our free podcast by supporting our sponsors: Plus500 Netsuite Shopify Vanta References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor's Podcast Network is not responsible for any claims made by them. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

This week: Google's parent company announced an unexpected move to raise $80 billion for their AI ventures. Felix Salmon, Elizabeth Spiers, and guest host Mary Childs– host of the new show Mary in America–discuss the logic behind Alphabet's stock-based fundraise, which includes a $10 billion share sale to Berkshire-Hathaway. Then, Mary explains why it's getting harder for investors to avoid exposure to AI thanks to the index funds who are bending their rules for companies like SpaceX. And finally, they examine why Spain's unemployment rate has dropped significantly and what that tells us about the relationship between immigration and the labor market. In the Slate Plus episode: Is “f— you” money a myth?Want to hear that discussion and hear more Slate Money? Join Slate Plus to unlock weekly bonus episodes. Plus, you'll access ad-free listening across all your favorite Slate podcasts. You can subscribe directly from the Slate Money show page on Apple Podcasts and Spotify. Or, visit slate.com/moneyplus to get access wherever you listen. Podcast production by Jessamine Molli and Cheyna Roth. Hosted on Acast. See acast.com/privacy for more information.

This week: Google's parent company announced an unexpected move to raise $80 billion for their AI ventures. Felix Salmon, Elizabeth Spiers, and guest host Mary Childs– host of the new show Mary in America–discuss the logic behind Alphabet's stock-based fundraise, which includes a $10 billion share sale to Berkshire-Hathaway. Then, Mary explains why it's getting harder for investors to avoid exposure to AI thanks to the index funds who are bending their rules for companies like SpaceX. And finally, they examine why Spain's unemployment rate has dropped significantly and what that tells us about the relationship between immigration and the labor market. In the Slate Plus episode: Is “f— you” money a myth?Want to hear that discussion and hear more Slate Money? Join Slate Plus to unlock weekly bonus episodes. Plus, you'll access ad-free listening across all your favorite Slate podcasts. You can subscribe directly from the Slate Money show page on Apple Podcasts and Spotify. Or, visit slate.com/moneyplus to get access wherever you listen. Podcast production by Jessamine Molli and Cheyna Roth. Hosted on Acast. See acast.com/privacy for more information.

This week: Google's parent company announced an unexpected move to raise $80 billion for their AI ventures. Felix Salmon, Elizabeth Spiers, and guest host Mary Childs– host of the new show Mary in America–discuss the logic behind Alphabet's stock-based fundraise, which includes a $10 billion share sale to Berkshire-Hathaway. Then, Mary explains why it's getting harder for investors to avoid exposure to AI thanks to the index funds who are bending their rules for companies like SpaceX. And finally, they examine why Spain's unemployment rate has dropped significantly and what that tells us about the relationship between immigration and the labor market. In the Slate Plus episode: Is “f— you” money a myth?Want to hear that discussion and hear more Slate Money? Join Slate Plus to unlock weekly bonus episodes. Plus, you'll access ad-free listening across all your favorite Slate podcasts. You can subscribe directly from the Slate Money show page on Apple Podcasts and Spotify. Or, visit slate.com/moneyplus to get access wherever you listen. Podcast production by Jessamine Molli and Cheyna Roth. Hosted on Acast. See acast.com/privacy for more information.

Alphabet is raising over $80 billion to help its AI buildout, assisted by Berkshire Hathaway. We discuss what that says about the ROI of AI today and how balance sheets play into the equation. Then we discuss the AI supplier hype and why Bitcoin might have a tough year ahead. Travis Hoium, Lou Whiteman, and Tyler Crowe discuss: - Alphabet's $80 billion flex - AI supplier whack a mole - Bitcoin's Michael Saylor problem Companies discussed: Alphabet (GOOG, GOOGL), Berkshire Hathaway (BRKA, BRKB), Micron (MU), Amazon (AMZN), Microsoft (MSFT), Bitcoin (BTC), Strategy (MSTR), Dell (DELL), Hewlett Packard Enterprise (HPE). Host: Travis Hoium Guests: Lou Whiteman, Tyler Crowe Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode.Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

The church attended by Texas Democratic Senate Candidate James Talarico comes under scrutiny for the various progressive and controversial causes it stands behind. Google parent company Alphabet seeks federal approval to release up to 32 million mosquitoes in Florida and California as part of its “Debug” program. President Trump says “he couldn't care less” if negotiations with Iran fall flat, as talks come to a screeching halt and questions remain about a call between Israeli Prime Minister Netanyahu and Mr. Trump. The remains of a missing scientist linked to Los Alamos National Laboratory are found in New Mexico.   SimpliSafe: Visit https://simplisafe.com/MEGYNto claim 50% off any new system!   Birch Gold: Text MK to 989898 and get your free info kit on gold Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

A.M. Edition for June 2. Google parent Alphabet plans to issue $80 billion in equity this year to pay for its massive spending tied to the AI race. Plus, California voters head to the polls in a closely-watched primary to choose Governor Gavin Newsom's successor. And WSJ foreign correspondent Stephen Kalin details a new demand by President Trump complicating efforts to negotiate an end to the Iran war: that Arab states establish diplomatic relations with Israel. Luke Vargas hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices