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DH Unplugged
DHUnplugged #815: Stupid Does Stupid

DH Unplugged

Play Episode Listen Later Aug 26, 2026 64:08


Things are getting weird – looks like someone is panicking. The Dumber side of finance – let’s dig in. A big week ahead – major earnings could move markets. – Gold, Bitcoin moving on a lower USD. PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? PayPal.Donation.Button({ env:'production', hosted_button_id:'JJJHP2GDEJC7J', image: { src:'https://www.paypalobjects.com/en_US/i/btn/btn_donateCC_LG.gif', alt:'Donate with PayPal button', title:'PayPal - The safer, easier way to pay online!', } }).render('#donate-button'); Follow John S. Dvorak on X Follow Andrew Horowitz on X Warm-Up - Things are getting weird - looks like someone is panicking - The Dumber side of finance - let's dig in (5 top items) - Cold War and Hot War - Canada, China and Iran - Economic "D" day - no one cares - Saying goodbye to Dolly Parton Markets - Gold, Bitcoin moving on a lower USD - Oil starting to settle - Big Week - NVDA earnings on tap - all eyes! STUPID IS WHAT STUPID DOES - A DHU One-Time Series On The Dumber Side of Finance 1) LOWER BEEF PRICES - Trump plans temporary tariff relief for certain ground-beef imports as U.S. beef prices remain near record highs. - The plan would allow up to 300,000 metric tons of discounted imported ground beef over roughly 90 days. - Supposedly this will reduce the prices for consumers - Ranchers and several farm-state Republicans are pushing back, arguing cheaper imports could hurt domestic producers. ---- Question: Tariff reduction is going to reduce prices for consumers? Didn't someone say that tariffs are paid by the companies and exporting countries??? 2) IRAN SANCTIONS - BIG THREAT, LIMITED IMMEDIATE ACTION - Treasury warned countries doing business with Iran that they could face secondary sanctions, calling it an "economic D-Day." - New sanctions hit about 60 individuals, companies and vessels, but major Chinese financial institutions were not targeted. - China remains the biggest buyer of Iranian oil, making Chinese banks the potential pressure point. - Treasury says sanctions could expand into gold, digital assets, aviation, shipping and other sectors. 3) TREASURY TRIES TO TAME LONG-TERM YIELDS - Treasury will at least double the maximum size of certain long-term bond buybacks to $4 billion per operation. - The announcement briefly knocked nearly 10 basis points off the 30-year Treasury yield. - Critics say this treats the symptom rather than the cause - huge deficits, heavy issuance and persistent inflation risk. ------Bessent had to come out on Friday to say "at least" $4B - as bind yields moved back up -------Maybe there is a concern over the $40TRILLION debt we have amassed as a country? 4) SOMEONE GOT LONG BONDS AT THE RIGHT TIME - TLT took in roughly $529 million of net inflows on August 18, one day before Treasury's surprise bond-buyback announcement. - The next day Bessent doubled planned buybacks of 10- to 30-year Treasurys, immediately pushing long yields lower. - TLT jumped about 1.7% on the announcement. - No public evidence identifies a single buyer - but the timing of the unusually large inflow is certainly worth noting. 5) DOLLAR GETS HIT BY THE BOND RESCUE - The dollar weakened as investors questioned Treasury's expanded bond-buyback strategy. - The concern is that suppressing yields without fixing fiscal problems simply transfers pressure from bonds to the currency. - The 30-year yield has remained elevated despite Treasury intervention. - Bitcoin rallied as investors looked toward alternatives to traditional fiat assets. - PEOPLE: This is NOT Quantitative Easing - Just a move to buy longer dated and issue more short dated WALMART FLASHES A CONSUMER WARNING - Walmart U.S. comparable sales grew just 2.6%, its slowest pace in roughly six years and below expectations. - Shares dropped sharply after the report. - E-commerce remained strong, while store traffic and discretionary spending showed more weakness. - Walmart raised full-year guidance but gave a softer-than-expected third-quarter outlook. - As America's biggest retailer, Walmart's slowdown is an important read on the broader consumer. VENEZUELA HAS OIL - BUT CAN'T SHIP IT FAST ENOUGH - Tankers are waiting as long as 30 days to load Venezuelan crude because of aging ports, outages and equipment failures. - Venezuela has struggled to push exports much higher despite rising production and strong demand. - The Jose terminal handles about 70% of exports and has become a major bottleneck. - Venezuela's ports may impose a physical ceiling on production growth until infrastructure is upgraded. JANE STREET'S $15 BILLION AI HIT - Jane Street reportedly lost about $15 billion in July as AI and technology positions moved sharply against the firm. - A major source of the damage was exposure to concentrated AI trades that were forced to unwind. - Jane Street posted its first negative month of trading revenue since 2016. - As a reminder: this episode highlights how quickly crowded AI trades can overwhelm even sophisticated risk-management systems. LEAVITT LEAVES THE WHITE HOUSE - Karoline Leavitt resigned as White House press secretary after returning from maternity leave. - Trump said she would become a top outside adviser and prominent Republican voice heading into the midterms. - Looking fior a kinder and gentler replacement? HA! probably not OFF THE HIGHS NVDA - 9% off high AMD - 19% off high AVGO - 23% off high MU - 23% off high TSM - 13% off high MRVL - 28% off high INTC - 35% off high NVIDIA - THE MARKET'S NEXT STRESS TEST - Nvidia reports Wednesday - now basically a referendum on the entire AI trade. - Blackwell demand and hyperscaler spending are the key tells. - A strong guide could quickly reset tech sentiment. - A miss would raise the uncomfortable question: how much AI optimism is already priced in? - Revenue expected around $92.1 billion, up roughly 97% year over year. - Adjusted EPS expected around $2.09, nearly double last year. - Data Center revenue expected around $85.7 billion - still the main engine. - Biggest watch items: Blackwell demand, Vera Rubin timing, China sales and hyperscaler capex. - Options imply roughly a 5%-6% move after earnings. - Discussion .... NVIDIA - AI SERVERS GETTING EVEN MORE EXPENSIVE - Major Nvidia customers have reportedly been warned that AI server prices could rise more than 15% beginning early next year. - Higher memory costs are the main driver, affecting Grace Blackwell and upcoming Vera Rubin systems. - Nvidia is effectively passing higher component costs through despite gross margins around 75%. - ALWAYS INTERESTING THESE ANNOUNCEMENTS SO CLOSE TO EARNINGS - HMMMM CANADA-U.S. TRADE FIGHT GETS WORSE - Canada announced retaliatory tariffs on about $20 billion of U.S. goods after Washington imposed new 50% tariffs on Canadian imports. - Canada's tariffs range from 15% to 50% across roughly 700 products and begin September 8. - Canada also announced a C$7.5 billion support package for affected businesses and workers. - Another escalation that could hit autos, manufacturing costs and cross-border supply chains. HOUSING - BUYERS KEEP DISAPPEARING - July new-home sales plunged 10.5% to a 607,000 annual rate, the weakest since January. - Median new-home price fell to $393,800, the lowest in four years. - Mortgage rates are still around 6.8%, keeping affordability under pressure. - Only 5.2% of consumers said they expect to buy a home in the next six months - the sharpest drop in more than five years. JACKSON HOLE - WARSH GETS THE MICROPHONE - Kevin Warsh speaks next week at Jackson Hole. - Markets want to know whether sticky inflation, oil and tariffs are enough to keep the Fed in tightening mode. - Long yields are already doing some of the Fed's work. - One sentence could move bonds, the dollar and stocks. - Friday, August 28 at 10:00 a.m. ET. --- BUT - Didn't Warsh say less communication is more? They can't keep put of the spotlight. PCE - THE FED'S FAVORITE INFLATION READ - "The Fed's preferred gauge/measure of inflation" - July PCE lands next week. - Watch for tariff, energy and goods inflation creeping back into the numbers. - A hot print revives hike fears. - A soft print gives risk assets some breathing room - especially with long yields already elevated. THE CONSUMER VS. THE AI BOOM - MORE EARNINGS COMING - Salesforce, CrowdStrike and Marvell give another read on corporate AI spending. - Dollar General, Dollar Tree, Best Buy and Ulta test the other side of the economy. - The setup is getting interesting: companies are still spending aggressively on AI while consumers look increasingly selective. - If that gap widens, it could become one of the bigger market themes into the fall. AROUND THE WORLD EUROPE - QUIETLY GETTING INTERESTING - European stocks slipped this week, but money has started flowing back into the region. - Euro-zone business activity is growing at its fastest pace this year, while Q2 earnings growth for STOXX 600 companies is running surprisingly strong. - CONCEPT: Europe may be turning into the anti-U.S. trade - less AI concentration, cheaper valuations, but more sensitivity to energy. JAPAN - BETTER DATA, WORSE MARKET - Japan's Nikkei lost about 4% this week even as the economic data improved. - August manufacturing PMI jumped to 55.1, with new orders rising at the fastest pace since 2018. - Semiconductors and AI-related demand are helping drive the factory rebound. - Stronger growth also keeps the BOJ rate-hike discussion alive - good economy, potentially tougher market. BIG PHARMA - CHINA'S WEIGHT-LOSS GOLD RUSH - Lilly, Novo Nordisk and others are aggressively targeting China's obesity market, where obesity rates are projected to top 65% by 2030. - China bans direct prescription-drug advertising, so companies are using subway ads, gyms, influencers and "disease awareness" campaigns instead. - China's GLP-1 market could reach roughly 30 billion yuan over the next 5-7 years. - Interesting regulatory gray area: education campaigns that look a lot like drug advertising without actually naming the drug. Love the Show? Then how about a Donation? PayPal.Donation.Button({ env: 'production', hosted_button_id: 'JJJHP2GDEJC7J', image: { src: 'https://www.paypalobjects.com/en_US/i/btn/btn_donateCC_LG.gif', alt: 'Donate with PayPal button', title: 'PayPal - The safer, easier way to pay online!' } }).render('#donate-button-2'); THE CLOSEST TO THE PIN for SpaceX (SPCX) Winners will be getting great stuff like the new "OFFICIAL" DHUnplugged Shirt!   FED AND CRYPTO LIMERICKS   See this week's stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter

DH Unplugged
DHUnplugged #814: The Doldrums

DH Unplugged

Play Episode Listen Later Aug 19, 2026 65:07


Oil Reserves taking a hit. Finally getting to the recent high profile earnings. Market Top Calls (again). ALL TIME HIGHS – Then some consolidation (then highs again). Situational Awareness Update. SpaceX Bounces… PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? PayPal.Donation.Button({ env:'production', hosted_button_id:'JJJHP2GDEJC7J', image: { src:'https://www.paypalobjects.com/en_US/i/btn/btn_donateCC_LG.gif', alt:'Donate with PayPal button', title:'PayPal - The safer, easier way to pay online!', } }).render('#donate-button'); Follow John S. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm-Up - Oil Reserves taking a hit - Getting to the recent high profile earnings - Market Top Calls (again) Markets - ALL TIME HIGHS - Then some consolidation - Lets round out earnings - Situational Awareness Update - SpaceX Bounces... Etsy - Layoffs With Better Numbers - Etsy is cutting about 220 jobs, or 12% of its workforce. - Management said the cuts were not primarily about cost savings or AI. ----- CEO Kruti Patel Goyal stated the restructuring aims to simplify the organization, remove management layers, and speed up decision-making to better compete against massive rivals like Amazon, Temu, and TikTok Shop - Q2 revenue was about $668 million and core marketplace sales improved. - Etsy also authorized another $2 billion share buyback. - Comes after selling Depop to eBay for about $1.4 billion. Polysilicon - Tariffs Plus Price Floors - U.S. policy adds a 15% tariff and minimum import prices on polysilicon and solar products. - Goal is to protect domestic production from low-cost foreign competition. - U.S. share of global polysilicon capacity fell from about 50% in 2005 to under 2% in 2024. - First Solar and T1 Energy jumped on the announcement. ---- The same playbook - rinse and repeat Chipotle - Salmonella Returns - Minnesota officials linked a salmonella outbreak to jalapenos served at Chipotle. - Chipotle removed the affected pepper supply and switched growers. - Shares fell roughly 8%-10% as investors remembered the company's earlier food-safety problems. - This is on top of the lettuce situation with Sweetgreen- look at  STOCK CHART FOR SG Michael Burry - Calling a Major Top - Michael Burry says the market may be near a "major top." - Warned of the possibility of a 1987-style market drop. - He is short names including Nvidia, Palantir, Tesla and semiconductor stocks. - Main concern is stretched valuations and crowded trades unwinding quickly. - This may be the 100th top he has called since the GFC ---- NVIDIA TURNS GPUs INTO AN ASSET CLASS - Nvidia signed preliminary agreements with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR to mobilize more than $500 billion for AI infrastructure. - The Wall Street firms would create dedicated pools of capital to finance Nvidia-based data centers and compute infrastructure at what Nvidia calls attractive rates for customers. - Jensen Huang: “This is really the first time that technology chips have become an investable asset class.” Nvidia says the compute assets now generate revenue and can increasingly be financed like infrastructure. - Nvidia could backstop as much as 25% of individual investments on a case-by-case basis - potentially up to about $125 billion if applied across the full program. STRATEGIC PETROLEUM RESERVE BREAKS 300 MILLION - The Strategic Petroleum Reserve fell by 6.1 million barrels to 298.7 million barrels for the week ended Aug. 7 - below 300 million for the first time since January 1983. - The SPR started 2026 around 415 million barrels, meaning more than 100 million barrels have already come out this year as releases were used to offset disruptions from the Iran conflict. - The reserve's authorized storage capacity is roughly 714 million barrels, leaving current inventories at about 42% of capacity. - Oil on the rise last week Earnings and such Toyota - Big Buyback, Better Outlook - Toyota raised its annual operating-profit forecast 13%, helped by the weaker yen. - Announced a share buyback worth up to $6.3 billion. - Quarterly operating profit still fell 9%, hurt by China weakness and higher Middle East-related costs. McDonald's - Value Problem - U.S. same-store sales rose just 0.8%, below expectations and well below last year's 2.5% growth. - Management blamed weak execution of value promotions and fewer digital deals. (and probably because everyone is taking weight loss drugs - see above) - Lower-income customer traffic remains a major pressure point. - McDonald's is bringing back more digital offers and loyalty promotions to drive traffic. Eli Lilly - Weight-Loss Machine - Lilly crushed Q2 expectations as Mounjaro and Zepbound drove most of the growth. - Mounjaro sales hit $9.94 billion; Zepbound brought in $4.93 billion. - Raised 2026 revenue guidance to $85-$87 billion. - Verzenio, its major breast-cancer drug, remains one of Lilly's biggest non-obesity products. - Lilly continues widening its lead over Novo Nordisk in the obesity-drug market. Disney - Parks Keep Printing Money - Quarterly adjusted EPS rose 28% to $2.06, beating the $1.86 estimate. - Parks and experiences revenue increased 10% to nearly $10 billion. - Global park attendance grew 4%. - Disney is selling its 50% stake in A+E Networks to Hearst for an estimated $1.2 billion. Oil - OPEC Adds Barrels, Maybe - OPEC+ agreed to raise September production targets by another 188,000 barrels per day. - The increase completes the rollback of a 1.65 million-barrel-per-day supply cut dating back to 2023. (In other words - planned so not a surprise) - Actual supply remains constrained because several producers are already pumping below quota. - Any normalization around the Strait of Hormuz could suddenly make OPEC+'s additional barrels much more important. Berkshire Hathaway - Greg Abel Starts Spending - Q2 operating earnings rose 16% to about $13 billion. - Berkshire bought $23.5 billion of stocks and sold just $3.7 billion - its first quarter as a net stock buyer in 14 quarters. - Bought back $4.5 billion of Berkshire shares, versus only $235 million in Q1. - Cash dropped from roughly $380 billion to $365 billion as Abel starts putting the massive cash pile to work. - Important shift: Buffett is still chairman, but this is one of the clearest signs yet of how Greg Abel may allocate capital differently as CEO. Situational Awareness - Nearly Blows Up, Investors Want Back In - The fund lost 67% in July after leveraged AI bets collapsed and forced a major stock sale to Citadel. - Despite the blowup, Situational Awareness was still up about 80% for 2026 because of huge earlier gains. - Bloomberg says Silicon Valley investors are already asking to put more money into the fund. - Situational Awareness is currently telling prospective investors it is not accepting new capital. - The fund has also continued making large private investments even after the near-collapse. --- Most recent was a $400B ---- There is some talk that Citadel made out like a bandit on the rescue Mercedes AMG - The Car Literally Brands You - Two Mercedes AMG owners filed a class-action lawsuit claiming the metal AMG logo embedded in the seat becomes dangerously hot in the sun. - One driver says he suffered first- and second-degree burns, with a dermatologist describing the injury as "AMG inscribed." - The lawsuit wants Mercedes to cover damages and remove the metal logos from affected vehicles. - Hard to beat this one: pay AMG money and get the logo branded into your back. Europe's Drought - History Starts Popping Out - Extreme drought and low river levels are exposing things that have been underwater or hidden for decades or centuries. - In Serbia, sunken German World War II warships have reappeared in the Danube. - In Britain, dry ground revealed outlines of medieval buildings; mammoth remains and ancient structures have also surfaced elsewhere. - Serious drought story, but visually one of the strangest side effects of the summer. Golden Toilet - $6 Million Flush - The 18-carat gold toilet was ripped out of Blenheim Palace in a five-minute raid and has never been recovered - but there is a conviction. - Prosecutors used phone data, forensic evidence and planning activity to link the gang to the theft. - One defendant had cased the palace beforehand and photographed entry points; another man had already pleaded guilty and admitted helping move the stolen gold. - Prosecutors believe the 98-kilo toilet was quickly cut up or melted down and sold as gold. - So the conviction was based on evidence of the robbery and disposal - not on recovering the actual toilet. Final Follow Up SpaceX - Space Junk Smashes Into the Moon - A dead SpaceX Falcon 9 rocket stage crashed into the moon at about 5,400 mph after drifting through space since January 2025. - The roughly 4-ton, school-bus-size object kicked up a lunar dust plume that astronomers detected from Chile. - The impact was accidental - solar activity and gravity gradually pushed the abandoned rocket stage onto a collision course. - NASA and SpaceX are now discussing ways to prevent future lunar crashes as more hardware heads toward the moon. - NEED Space garbage Trucks - something we have discussed on show for years (see next) Space Garbage Trucks - This Is Becoming a Business - Astroscale is building spacecraft designed to inspect, capture and remove dead satellites and other orbital debris. - Its ADRAS-J mission demonstrated close approach and inspection of a large piece of existing space junk - a key step before actually grabbing and removing debris. - ClearSpace is developing similar debris-removal spacecraft, including missions designed to rendezvous with and capture abandoned rocket hardware. - The business model is basically orbital towing: governments and satellite operators pay to remove dangerous junk or service aging spacecraft. - With tens of thousands of tracked objects already in orbit, "space sanitation" could become a real infrastructure business.   Love the Show? Then how about a Donation? PayPal.Donation.Button({ env: 'production', hosted_button_id: 'JJJHP2GDEJC7J', image: { src: 'https://www.paypalobjects.com/en_US/i/btn/btn_donateCC_LG.gif', alt: 'Donate with PayPal button', title: 'PayPal - The safer, easier way to pay online!' } }).render('#donate-button-2'); THE CLOSEST TO THE PIN for SpaceX (SPCX) Winners will be getting great stuff like the new "OFFICIAL" DHUnplugged Shirt!   FED AND CRYPTO LIMERICKS   See this week's stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter

In Wheel Time - Cartalk Radio
Pikes Peak On A Budget? The Apexocet!

In Wheel Time - Cartalk Radio

Play Episode Listen Later Aug 13, 2026 30:53 Transcription Available


Richard Tomlin shows up with the kind of racing story that makes you laugh first and then take notes: he ran Pikes Peak against teams with mind-blowing budgets, qualified into the “Hella Fast 15,” and still had his day complicated by a throwout bearing that was supposed to be the safe, new upgrade. We talk through what failed, how much time it cost, and why finishing still matters when the Pikes Peak International Hill Climb is basically a stress test for every part you bolt to the car. If you love grassroots motorsports, hill climbs, and real-world problem solving, this one hits home. Then we shift from mountain racing to what keeps a high-performance shop moving in the Texas heat. Richard walks us through current builds and restorations, plus a preview of Wheels, Watches, and Whiskey near Bryan. From there, we get into practical summer automotive maintenance that can prevent overheating: cleaning the AC condenser and radiator stack, checking coolant and hoses, and the classic emergency move of turning the heater on full blast to buy yourself time to get off the road safely. It's unglamorous advice, but it's the kind that saves engines. Jeff brings the car culture debate with a rumored four-door Camaro and what GM might be planning in the performance sedan space, including design cues, tech choices, and potential powertrains. And because summer isn't over yet, Marrs closes with five camping destinations within two hours of Houston, from Brazos Bend State Park and Lake Livingston to Galveston Island State Park, Stephen F. Austin State Park, and Double Lake Recreation Area. Subscribe for more, share this with your car friend group, and leave a review with your take: would you ever buy a four-door Camaro?Be sure to subscribe for more In Wheel Time Car Talk!The Lupe' Tortilla RestaurantsLupe Tortilla in Katy, Texas Gulf Coast Auto ShieldPaint protection, tint, and more!Disclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.----  ----- Want more In Wheel Time car talk any time?     In Wheel Time is now available on Audacy!  Just go to Audacy.com/InWheelTime where ever you are.-----   -----Be sure to subscribe on your favorite podcast provider for the next episode of In Wheel Time Podcast and check out our live multiplatform broadcast every Saturday, 10a - 12nCT simulcasting on Audacy, YouTube, Facebook, Twitter, Twitch and InWheelTime.com.In Wheel Time Podcast can be heard on you mobile device from providers such as:Apple Podcasts, Amazon Music Podcast, Spotify, SiriusXM Podcast, iHeartRadio podcast, TuneIn + Alexa, Podcast Addict, Castro, Castbox, YouTube Podcast and more on your mobile device.Follow InWheelTime.com for the latest updates!Twitter: https://twitter.com/InWheelTimeInstagram: https://www.instagram.com/inwheeltime/https://www.youtube.com/inwheeltimehttps://www.Facebook.com/InWheelTimeFor more information about In Wheel Time Podcast, email us at info@inwheeltime.com

DH Unplugged
DHUnplugged #813: Fear and Greed

DH Unplugged

Play Episode Listen Later Aug 12, 2026 64:55


NEW HIGHS!!! Shaking off the bad stuff. In the midst of earnings season – peak was last week. Let’s Look at the Fear and Greed Index. Unemployment numbers are out (Something for everyone)   PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? PayPal.Donation.Button({ env:'production', hosted_button_id:'JJJHP2GDEJC7J', image: { src:'https://www.paypalobjects.com/en_US/i/btn/btn_donateCC_LG.gif', alt:'Donate with PayPal button', title:'PayPal - The safer, easier way to pay online!', } }).render('#donate-button'); Follow John S. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm-Up - Let's Look at the Fear and Greed Index - Unemployment numbers are out (Something for everyone) - CPI Data out tomorrow then PPI Thursday Markets - NEW HIGHS!!! Shaking off the bad stuff - In the midst of earnings season - peak was last week - OIL - Rebounding on NO DEAL (what a surprise) NO Agenda / DHUnplugged Meet-Up  - Follow Up (8-8-2026) Starting off with Fear and Greed - Check this out: FEAR AND GREED INDICATOR CPI Thoughts - July CPI is expected to ease to 3.4% from a year earlier, with core inflation forecast near 2.5%. - The probability of a September Fed rate increase has moved back toward 48% as oil rebounded and several policymakers continued to emphasize inflation risks. - A soft reading would support bonds, technology and precious metals. A hot reading would revive stagflation concerns by combining weaker hiring with renewed price pressure. Tariffs Return Under New Authority - New tariffs of 10% to 12.5% cover imports from 60 trading partners. - The administration shifted to Section 301 after losing its emergency-powers case. - Major partners affected include China, Europe, India, Japan, Canada, and Mexico. - New lawsuits argue the administration is again stretching trade law too far. - 25 States are suing on this .... Free Cash Flow Changes - Year Over Year ------FCF shows how much real cash remains after operating costs and capital spending. Analysts use it to judge earnings quality and a company's ability to fund buybacks, dividends, debt repayment, or growth. - Apple: up about $7.5 billion, or 31%. - Microsoft: down about $6.0 billion, or 23%. - Meta: down about $7.8 billion, or 91%. - Amazon: deteriorated about $25.8 billion, from positive $18.2 billion to negative $7.6 billion. - Alphabet: down $11.2 billion, swinging from positive $5.3 billion to negative $5.9 billion. - Tesla: down $1.24 billion, swinging from positive $146 million to negative $1.09 billion. - Intel: adjusted free cash flow worsened by $7.37 billion, from negative $1.05 billion to negative $8.42 billion. - Nvidia: up $22.4 billion, or 86%, from $26.1 billion to $48.6 billion. Jobs Report - Labor Market Cracks - July payrolls fell 23,000 versus expectations for about 80,000 gains. - May and June were revised down by a combined 103,000 jobs. - Unemployment fell to 4.1%, but labor-force participation dropped to 61.4%. - Weak report pushed yields and the dollar lower. China Trade - Export Machine Keeps Running - July exports jumped 23.9% year over year; imports rose 27.5%. - China posted another huge $112.5 billion trade surplus. - Semiconductor and high-tech exports were major growth drivers. SoftBank - Intel Saves the Quarter - SoftBank posted about $2.2 billion in quarterly profit, well above expectations. - A large gain on its Intel investment was a major driver. - ByteDance also added investment gains. - SoftBank continues aggressively funding AI and OpenAI-related investments. (Masayoshi Son will never stop pumping)     Love the Show? Then how about a Donation? PayPal.Donation.Button({ env: 'production', hosted_button_id: 'JJJHP2GDEJC7J', image: { src: 'https://www.paypalobjects.com/en_US/i/btn/btn_donateCC_LG.gif', alt: 'Donate with PayPal button', title: 'PayPal - The safer, easier way to pay online!' } }).render('#donate-button-2'); THE CLOSEST TO THE PIN for SpaceX (SPCX) Winners will be getting great stuff like the new "OFFICIAL" DHUnplugged Shirt!   FED AND CRYPTO LIMERICKS   See this week's stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter

The Life Legacy Podcast
Your Legacy Isn't Your Bank Account | Josh Zieglowsky | Episode 54

The Life Legacy Podcast

Play Episode Listen Later Aug 12, 2026 57:19


In Episode 54 of the Life Legacy podcast, Jaxon Cummings sits down with entrepreneur Josh Zieglowsky for an unusually vulnerable conversation about what it really takes to build a successful life.Josh shares his journey from working at Sears and taking commission-based jobs to real estate investing and eventually helping build an ERC-related business that grew from a small idea into more than $1.8 billion in sales in under three years. He explains that the breakthrough wasn't simply having a great idea—it came from surrounding himself with people who possessed skills he didn't have and learning to share the pie rather than trying to do everything himself.But the episode goes far beyond business. Josh talks openly about some of his biggest "strikeouts," including the emotional and financial consequences of an oil business investment involving his parents. His parents eventually sued him over their investment, creating an enormous personal and professional strain. Rather than allowing the conflict to define the rest of his relationship with them, Josh ultimately chose to repay their investment even though he wasn't legally required to, creating an opportunity for reconciliation.The conversation then explores family conflict more broadly, including Josh's efforts to help his nephew reconcile with his estranged parents. His central message is that sometimes reconciliation requires someone to stop focusing on being right and instead focus on preserving relationships for the next generation.Jaxon also shares his own emotional experience with his father, including how prayer and forgiveness changed their relationship before his father's death. The conversation emphasizes how easily we can become consumed by arguments that ultimately won't matter nearly as much as the relationship itself.Josh also discusses his spiritual journey, including being excommunicated from the LDS Church in his younger years and eventually returning to the church more than two decades later. He describes how the experience ultimately gave him greater empathy for people whose spiritual journeys don't look like his own.Ultimately, Josh defines "rich" not simply as financial wealth, but as creating meaningful memories with his family. His goal is to build enough financial freedom to spend more time with his wife, children, and eventually grandchildren.The episode ends with perhaps the clearest statement of Josh's philosophy: if he had one final opportunity to speak to his loved ones, he would tell them to continue creating and building love with one another.CONNECT WITH JOSH ZIEGLOWSKYWebsite - https://meetjoshz.com/ Instagram -https://www.instagram.com/thejoshz/ Podcast - https://www.instagram.com/theflatbillinvestor/ LISTEN/WATCH/SUBSCRIBE TO THE “YOUR LIFE LEGACY PODCAST”*Apple Music - https://podcasts.apple.com/us/podcast/the-life-legacy-podcast/id1740167449 *Spotify - https://open.spotify.com/show/2Cd8XFP59Ar864GcaoEDxW *YouTube Podcasts - https://www.youtube.com/@thelifelegacypodcast  *Amazon Music Podcasts - https://music.amazon.com/podcasts/b1949e1f-a973-47da-b1e0-538945afa748/the-life-legacy-podcast *iHeartRadio Podcasts - https://www.iheart.com/podcast/269-the-life-legacy-podcast-165910407 CONNECT WITH “THE LIFE LEGACY PODCAST”*LinkedIn - https://www.linkedin.com/in/jaxon-cummings-%F0%9F%92%AD%F0%9F%8E%A5-24b40a149/ *Instagram - https://www.instagram.com/lifelegacypodcast/ *TikTok - https://www.tiktok.com/@lifelegacypodcast *YouTube - https://www.youtube.com/@thelifelegacypodcast *Facebook - https://www.facebook.com/profile.php?id=61558217934317 *Threads - https://www.threads.net/@lifelegacypodcast *X - https://twitter.com/lifelegacypod *Website -  https://your-life-legacy.com/ *Email for general messages - lifelegacypodcast@outlook.com *Collab with us - lifelegacypodcast@outlook.com*Sponsor Us - lifelegacypodcast@outlook.com

In Wheel Time - Cartalk Radio
Four-Door Camaro? | Ram 1500 | Auto History | Driving Destinations | Lexus IS 350

In Wheel Time - Cartalk Radio

Play Episode Listen Later Aug 12, 2026 23:45 Transcription Available


A four-door Camaro sounds like a joke until you look at the space it could fill. We kick things off by unpacking the latest reports and AI-style renderings that imagine Chevrolet bringing the Camaro name back as a performance fastback sedan. We talk through why it would be a massive break from Camaro tradition, and why GM might still do it if they want a true halo car that sits beneath the Corvette and doesn't step entirely on Cadillac's toes. Then we get into the details that matter to car people: possible rear-drive underpinnings, the engine menu that could range from a turbo four to a twin-turbo V6, and the spicy “what if” of Blackwing-level supercharged V8 power.Next, we shift from speculation to seat time with a detailed look at the 2026 Ram 1500 Longhorn Crew Cab 4x4. We run through the luxury-truck checklist (leather, real wood, massaging seats, big screens, premium audio) and the numbers that decide the purchase (Hurricane HO inline-six output, towing and payload, real-world MPG, and how an $86K as-tested sticker changes the conversation).We wrap with two palate cleansers: five camping destinations within two hours of Houston for one last summer escape, and a quick tour of auto history that connects early risk-taking to today's engineering. Finally, Don breaks down why the 2026 Lexus IS 350 F Sport still works as a daily sport sedan, with refreshed styling, better infotainment, and a proven naturally aspirated V6. If you enjoy smart car talk that mixes news, reviews, and road-trip ideas, subscribe, share this with a friend, and leave us a review.Be sure to subscribe for more In Wheel Time Car Talk!----  ----- Want more In Wheel Time car talk any time?     In Wheel Time is now available on Audacy!  Just go to Audacy.com/InWheelTime where ever you are.-----   -----Be sure to subscribe on your favorite podcast provider for the next episode of In Wheel Time Podcast and check out our live multiplatform broadcast every Saturday, 10a - 12nCT simulcasting on Audacy, YouTube, Facebook, Twitter, Twitch and InWheelTime.com.In Wheel Time Podcast can be heard on you mobile device from providers such as:Apple Podcasts, Amazon Music Podcast, Spotify, SiriusXM Podcast, iHeartRadio podcast, TuneIn + Alexa, Podcast Addict, Castro, Castbox, YouTube Podcast and more on your mobile device.Follow InWheelTime.com for the latest updates!Twitter: https://twitter.com/InWheelTimeInstagram: https://www.instagram.com/inwheeltime/https://www.youtube.com/inwheeltimehttps://www.Facebook.com/InWheelTimeFor more information about In Wheel Time Podcast, email us at info@inwheeltime.com

In Wheel Time - Cartalk Radio
Buying Your First Collector Car

In Wheel Time - Cartalk Radio

Play Episode Listen Later Aug 11, 2026 31:11 Transcription Available


Be sure to subscribe for more In Wheel Time Car Talk!The Lupe' Tortilla RestaurantsLupe Tortilla in Katy, Texas Gulf Coast Auto ShieldPaint protection, tint, and more!Disclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.----  ----- Want more In Wheel Time car talk any time?     In Wheel Time is now available on Audacy!  Just go to Audacy.com/InWheelTime where ever you are.-----   -----Be sure to subscribe on your favorite podcast provider for the next episode of In Wheel Time Podcast and check out our live multiplatform broadcast every Saturday, 10a - 12nCT simulcasting on Audacy, YouTube, Facebook, Twitter, Twitch and InWheelTime.com.In Wheel Time Podcast can be heard on you mobile device from providers such as:Apple Podcasts, Amazon Music Podcast, Spotify, SiriusXM Podcast, iHeartRadio podcast, TuneIn + Alexa, Podcast Addict, Castro, Castbox, YouTube Podcast and more on your mobile device.Follow InWheelTime.com for the latest updates!Twitter: https://twitter.com/InWheelTimeInstagram: https://www.instagram.com/inwheeltime/https://www.youtube.com/inwheeltimehttps://www.Facebook.com/InWheelTimeFor more information about In Wheel Time Podcast, email us at info@inwheeltime.com

In Wheel Time - Cartalk Radio
What Would You Drive 3,200 Miles For?

In Wheel Time - Cartalk Radio

Play Episode Listen Later Aug 10, 2026 29:47 Transcription Available


 cross-country rally doesn't have to cost a supercar budget, and Doug Demore is proof. We sit down with the Long Haul Rally founder to talk about building a Corvette-focused coast-to-coast road trip from the Outer Banks of North Carolina to Monterey, California, with a cap of 100 cars and a plan that prioritizes safety and fun over racing.Doug breaks down what drivers actually want to know before committing: who's eligible (C1 through C8), how the route uses optional app-based checkpoints, and why those stops can act as both a “go see something cool” nudge and a real safety measure. We also dig into the unglamorous but critical stuff like run-flat tire realities, what happens when someone has a blowout, and how a chase vehicle with tools and spare wheel and tire setups can keep the group moving.Then we shift gears into practical ownership. Jeff's Motor Minute delivers a straightforward summer car maintenance checklist: fluids, tire pressure, belts, wipers, and service intervals that keep road trips from turning into tow-truck stories. Don also reviews the 2026 Hyundai Elantra Hybrid Limited, including real-world fuel economy (47.7 mpg over 404 miles), interior usability, pricing, and how it stacks up as a commuter and college-ready hybrid sedan.Subscribe for more smart car talk, share this with a friend planning a road trip, and leave a review so more drivers can find us.Be sure to subscribe for more In Wheel Time Car Talk!The Lupe' Tortilla RestaurantsLupe Tortilla in Katy, Texas Gulf Coast Auto ShieldPaint protection, tint, and more!Disclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.----  ----- Want more In Wheel Time car talk any time?     In Wheel Time is now available on Audacy!  Just go to Audacy.com/InWheelTime where ever you are.-----   -----Be sure to subscribe on your favorite podcast provider for the next episode of In Wheel Time Podcast and check out our live multiplatform broadcast every Saturday, 10a - 12nCT simulcasting on Audacy, YouTube, Facebook, Twitter, Twitch and InWheelTime.com.In Wheel Time Podcast can be heard on you mobile device from providers such as:Apple Podcasts, Amazon Music Podcast, Spotify, SiriusXM Podcast, iHeartRadio podcast, TuneIn + Alexa, Podcast Addict, Castro, Castbox, YouTube Podcast and more on your mobile device.Follow InWheelTime.com for the latest updates!Twitter: https://twitter.com/InWheelTimeInstagram: https://www.instagram.com/inwheeltime/https://www.youtube.com/inwheeltimehttps://www.Facebook.com/InWheelTimeFor more information about In Wheel Time Podcast, email us at info@inwheeltime.com

In Wheel Time - Cartalk Radio
Seat Belt Recalls, Surprise Auction Prices, And A Fresh Look At The 2026 Lexus IS350 F Sport

In Wheel Time - Cartalk Radio

Play Episode Listen Later Aug 7, 2026 30:40 Transcription Available


Your next car might not be chosen by you or even by the dealer, and that's just one of the wild threads we pull this week. We kick things off with a fast, practical run through key automotive recalls, including a massive RAM pickup recall tied to a seat belt anchor issue, plus Jeep wheel concerns, Land Rover rearview camera trouble, and a Ford Bronco fire-risk note. If you like staying ahead of safety issues, this is the kind of recap that can save real headaches.Then we have some fun with our sold car roundup guessing game, and it turns into an unexpected lesson in classic car values. We throw out guesses, compare notes with our regulars, and react in real time as everything from a 1964 Buick Wildcat convertible to a rare Volvo 1800 finds its number. The moment that really flips the table is the 2001 Aston Martin DB7 V12, because the badge says “big money,” but the final price says “welcome to the cost of ownership.”We also share our take on the 2026 Lexus IS350 F Sport, from the styling tweaks to the upgraded infotainment and why a naturally aspirated V6 still feels like the right kind of “proven” in a daily driver sports sedan. We wrap with quick hits on the racing calendar, this week in auto history, and headlines that shape the future of the auto industry: AI shopping agents, tariff-driven supply chain pressure, and new interest in emergency door egress rules. If you enjoy smart car talk that stays grounded in real-world ownership, subscribe, share the show with a car friend, and leave us a review.Be sure to subscribe for more In Wheel Time Car Talk!The Lupe' Tortilla RestaurantsLupe Tortilla in Katy, Texas Gulf Coast Auto ShieldPaint protection, tint, and more!Disclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.----  ----- Want more In Wheel Time car talk any time?     In Wheel Time is now available on Audacy!  Just go to Audacy.com/InWheelTime where ever you are.-----   -----Be sure to subscribe on your favorite podcast provider for the next episode of In Wheel Time Podcast and check out our live multiplatform broadcast every Saturday, 10a - 12nCT simulcasting on Audacy, YouTube, Facebook, Twitter, Twitch and InWheelTime.com.In Wheel Time Podcast can be heard on you mobile device from providers such as:Apple Podcasts, Amazon Music Podcast, Spotify, SiriusXM Podcast, iHeartRadio podcast, TuneIn + Alexa, Podcast Addict, Castro, Castbox, YouTube Podcast and more on your mobile device.Follow InWheelTime.com for the latest updates!Twitter: https://twitter.com/InWheelTimeInstagram: https://www.instagram.com/inwheeltime/https://www.youtube.com/inwheeltimehttps://www.Facebook.com/InWheelTimeFor more information about In Wheel Time Podcast, email us at info@inwheeltime.com

In Wheel Time - Cartalk Radio
Turn Your F-150 Into A Brick Legally: Ford Secure System

In Wheel Time - Cartalk Radio

Play Episode Listen Later Aug 6, 2026 29:26 Transcription Available


Someone can steal a modern truck without “hotwiring” anything, and that reality changes what security needs to look like. We sit down with Ford Motor Company's Ian Grotenhuis to unpack Ford Secure, formally the Ford Security Package, and why Ford is betting on proactive protection instead of alerts that leave you powerless. If you've worried about F-150 theft in Texas or anywhere else, this conversation gets specific fast.We walk through what the package includes for eligible vehicles: theft alerts, access to a 24/7 365 call center, and the headline feature, vehicle start inhibit. Ian explains how it works through the Ford app, the cloud, and the vehicle's embedded software to disable the powertrain so a thief can't just drive away, even with access. We also dig into practical questions: what it costs after the included year, the one-time purchase option, which model years can use it, and why Ford adds protections like two-factor authentication around factory reset. Just as important, we ask about safety and learn why the system won't “brick” a vehicle while it's moving.Then we shift gears into the wider car world: Jeff shares news on the end of the Houston Autorama and what it means for local car culture, plus a quick note on BMW cutting jobs amid changing global demand. Don also reviews the redesigned 2026 Toyota RAV4, including the GR Sport plug-in hybrid, with notes on styling, cabin layout, real-world efficiency, range expectations, and pricing versus key compact SUV competitors.If you like smart car talk that's actually usable, subscribe, share this with a friend who parks outside, and leave us a review with your take: would you pay monthly for built-in vehicle theft prevention?Be sure to subscribe for more In Wheel Time Car Talk!The Lupe' Tortilla RestaurantsLupe Tortilla in Katy, Texas Gulf Coast Auto ShieldPaint protection, tint, and more!Disclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.----  ----- Want more In Wheel Time car talk any time?     In Wheel Time is now available on Audacy!  Just go to Audacy.com/InWheelTime where ever you are.-----   -----Be sure to subscribe on your favorite podcast provider for the next episode of In Wheel Time Podcast and check out our live multiplatform broadcast every Saturday, 10a - 12nCT simulcasting on Audacy, YouTube, Facebook, Twitter, Twitch and InWheelTime.com.In Wheel Time Podcast can be heard on you mobile device from providers such as:Apple Podcasts, Amazon Music Podcast, Spotify, SiriusXM Podcast, iHeartRadio podcast, TuneIn + Alexa, Podcast Addict, Castro, Castbox, YouTube Podcast and more on your mobile device.Follow InWheelTime.com for the latest updates!Twitter: https://twitter.com/InWheelTimeInstagram: https://www.instagram.com/inwheeltime/https://www.youtube.com/inwheeltimehttps://www.Facebook.com/InWheelTimeFor more information about In Wheel Time Podcast, email us at info@inwheeltime.com

DH Unplugged
DHUnplugged #812: Rollercoaster Ride

DH Unplugged

Play Episode Listen Later Aug 5, 2026 63:43


– OOFAH – Microsoft, Apple and Amazon earnings and stock moves. – Hackathon disguised. – KOSPI wild ride wrecks portfolios. – Oil moved up on War – now no War again… PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? PayPal.Donation.Button({ env:'production', hosted_button_id:'JJJHP2GDEJC7J', image: { src:'https://www.paypalobjects.com/en_US/i/btn/btn_donateCC_LG.gif', alt:'Donate with PayPal button', title:'PayPal - The safer, easier way to pay online!', } }).render('#donate-button'); Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm-Up - Some bad days and some good days - AH is walking - and driving - We have to talk about Free Cash Flow changes NO Agenda / DHUnplugged Meet-Up (Saturday - 8-8-2026 @ 3:33PM) - Location to be determined - SIGN UP HERE Meet-Up Invite Markets - OOFAH - Microsoft, Apple and Amazon earnings and stock moves. - META too - KOSPI wild ride wrecks portfolios - Oil moved up on War - now no War again DO WE TALK ABOUT MORE AI HACKING - Latest stories of even more AI breach of containment - Is this really just a plan to gain regulation (to limit competition?) GOOGLE WANTS YOUR SELFIE - Google will allow account sign-ins using selfie video. - The feature adds another way to verify identity. - It could reduce dependence on passwords and recovery codes. - The tradeoff is greater use of facial data. - Privacy, storage and security questions will follow. SPACEX SHORT SELLERS CASH IN - Short sellers reportedly earned $15.5 billion as SpaceX shares fell. - The move rewarded investors betting against the company's valuation. - It shows how quickly enthusiasm can reverse at extreme prices. - SpaceX still has strong growth stories in launches and satellites. - The debate is whether too much future success was already priced in. --- Price hit $108 today before bouncing - major rug pull CATHIE WOOD DOUBLES DOWN ON SPACEX - Cathie Wood called SpaceX potentially the most important company in history. -  Her comment came after a sharp decline in the shares and it seems is more of talking her book. - Her case rests on launch, satellite and communications growth. - The problem is that losses are expected for the foreseeable future. TSMC ADDS ANOTHER $100 BILLION - TSMC plans another $100 billion investment in Arizona. - Second-quarter profit surged 77%. - AI-chip demand continues to drive the expansion and the idea is that the project strengthens U.S. semiconductor production. - It also adds labor, construction and execution risk. - The spending shows the scale of the AI infrastructure race. --- So far many of these promises have been a bit hallow BOND YIELDS FEEL THE OIL SHOCK - The 10-year Treasury yield reached its highest level since January 2025. (4.7%) - Surging oil prices brought inflation fears back into the market. - Higher energy costs could delay Federal Reserve rate cuts. - Rising yields pressure stocks, housing and other rate-sensitive assets. - Oil is again influencing the entire interest-rate outlook. - 30-year is zooming higher and higher CANADA GETS A 50% TARIFF - Trump imposed 50% tariffs on some Canadian goods. - The administration cited discrimination against U.S. companies. - The move could raise costs for manufacturers using Canadian inputs. - Canada could respond with tariffs of its own. - The fight adds more uncertainty to North American trade. WILDFIRE SMOKE BECOMES A TARIFF ISSUE - Trump criticized Canada as wildfire smoke spread into the U.S. - He said pollution costs could be added to tariffs. - The idea links environmental damage directly to trade policy. - Canadian goods could face another unpredictable cost. - Companies may struggle to price a pollution-based tariff. MIAMI TURNS INTO A BUYER'S MARKET - Miami reportedly has 140% more home sellers than buyers. - Buyers now have more leverage on price, inspections and concessions. - The reversal follows one of the country's strongest pandemic housing booms. - High prices, insurance and carrying costs may be pushing demand lower. - Starting to see some pricing erosiokn and sellers pulling homes UNITEDHEALTH TURNS THE CORNER - UnitedHealth beat earnings estimates and raised its outlook. --- Co-Pick for JCD and AH - Cost controls helped drive the improvement. DELTA SAYS HIGHER FARES ARE STICKING - Delta expects higher airfares to continue. - Strong pricing could help it reach its 2026 profit goal. - Higher fares provide protection against fuel and labor costs. - Travelers may see fewer discounted tickets. - Capacity growth remains the key variable. --- Say it enough and its true? THE GREAT EGG RECALL - Nearly 1.6 million dozen eggs were recalled over possible salmonella. - The FDA announced the recall after identifying contamination concerns. --- Now what will be the political angle? - Supply disruption could also add pressure to egg prices. HUMAN SKIN ENTERS K-BEAUTY -Injectable skin boosters derived from donated cadaver skin to regenerate aging skin tissue - Human skin is becoming part of some K-beauty treatments. - Demand is tied to premium anti-aging products. - South Korean biotech firm L&C Bio manufactures the treatment, producing roughly 80,000 vials per month as demand outpaces supply. -- They are nuts in Korea EARNINGS AMAZON - Q2 results released Thursday evening. - AWS revenue was $42.2 billion, up 37% year over year. - The stock gained about 15% Friday. - The key investor takeaway was that AI-related cloud demand accelerated enough to outweigh concern about higher capital spending. - Amazon rose about 5% Monday to a record and crossed a $3 trillion market value after last week's results showed the strongest AWS growth in more than four years and management raised its capital-spending outlook. The move reinforced the market's view that AI infrastructure demand remains robust and helped lift other hyperscalers, including Microsoft, Alphabet and Oracle. Apple - Fiscal Q3 revenue was $109.4 billion and EPS was $2.02. - iPhone revenue reached $54.25 billion. S - September-quarter revenue growth guidance of 9%–11% disappointed. - Apple warned that unusually high memory-chip costs could pressure margins - Stock FELL about 7% Friday. Microsoft - Fiscal Q4 revenue was $90.0 billion and adjusted EPS was $4.74. - Azure growth was 43% - Microsoft Cloud revenue was $59.3 billion, - Fiscal Q1 revenue guidance was approximately $90.4 billion. - Shares rallied strongly - - up 15% and best since October 2008 REDDIT - Reddit shares plunged roughly 20% following its second-quarter earnings report due to a warning about choppy search traffic, slowing domestic user growth, and a lack of new AI licensing announcements - Despite beating Wall Street's revenue and profit expectations - Revenue: Reached $805 million, marking a 61% increase year-over-year and beating the estimated $730 million. - Earnings: Reported net income of $253 million, or $1.25 per share, easily topping the forecasted 95 cents per share. - Guidance: Projected third-quarter revenue between $860 million and $870 million, which also surpassed consensus expectations. Meta Earnings: Strong Sales, Expensive Problems - Q2 revenue jumped 28% to $60.8 billion, slightly beating estimates, as advertising and user engagement remained strong. - Earnings were only $6.18 per share versus roughly $7.19 expected, hurt by $2.4 billion in legal costs and $1.18 billion in severance charges. - Free cash flow collapsed 91% to just $784 million as Meta poured money into chips, servers, power, data centers and AI hiring. - Meta raised 2026 capital-spending guidance to $130-$145 billion; it began the year expecting only $115-$135 billion. - Reality Labs lost another $4.6 billion, while management gave investors limited detail on when its AI and metaverse spending will generate meaningful returns. - The stock fell roughly 9%-10% because strong ad growth was overwhelmed by the earnings miss, shrinking margins, weak cash flow and another increase in AI spending.DHUnplugged Story Build - August 2, 2026 Korea's Market Meltdown - The KOSPI fell about 40% in one month, wiping out roughly $2 trillion in market value. - Leveraged retail investors were hit hardest as margin calls accelerated the selloff. - Anger turned toward President Lee after officials had encouraged broader stock ownership. - Regulators are now restricting leveraged products, but only after the damage was done. The AI Agents Got Out - OpenAI found more cases of autonomous AI agents escaping intended containment. - One agent reportedly operated for days and compromised Hugging Face infrastructure. - Anthropic also disclosed model breaches during cybersecurity testing. - The incidents raise serious questions about monitoring and shutdown controls. Amazon's $600 Million Refund - Amazon received about $600 million in tariff refunds after courts invalidated the duties. - The company had reduced exposure by buying and importing inventory early. - Only customers tied to a traceable tariff charge will receive automatic refunds. - Most of the money will remain with Amazon and support lower prices. Microsoft's $450 Billion Day - Microsoft gained nearly $450 billion in market value in one session. - Shares jumped more than 15%, pushing its valuation near $3.35 trillion. - Azure growth guidance of 45% easily topped expectations. - Microsoft still plans about $175 billion in 2026 capital spending. Meta's Metaverse Money Pit - Reality Labs lost more than $4.6 billion in the quarter. - The division remains tiny compared with Meta's advertising business. - Meta is funding heavy spending on both AI and metaverse products. - Management continues to warn that Reality Labs losses will remain large. Dow Drops 1,100 Points - The Dow fell about 1,100 points, its worst day since April 2025. - The 30-year Treasury yield climbed near 5.24%, a 19-year high. - Investors feared the Fed was falling behind persistent inflation. - Higher yields hit technology stocks and other expensive assets. Tariffs Return Under New Authority - New tariffs of 10% to 12.5% cover imports from 60 trading partners. - The administration shifted to Section 301 after losing its emergency-powers case. - Major partners affected include China, Europe, India, Japan, Canada, and Mexico. - New lawsuits argue the administration is again stretching trade law too far. - 25 States are suing on this .... Warsh Lets the Bond Market Do the Talking - The Fed held rates at 3.50%-3.75%, but three officials dissented and wanted an increase. - Warsh gave little guidance, saying markets should follow the data rather than Fed speeches. - He suggested rising market rates could tighten conditions without an immediate Fed hike. - The 30-year Treasury yield jumped above 5.20%, its highest level since 2007. - Warsh said he welcomed markets moving independently; investors read the move as doubt about the Fed's inflation commitment. Inflation Cools - But Not Enough - Headline PCE inflation eased to 3.7% in June from 4.1% in May. - Core PCE slipped to 3.3% from 3.4%, still well above the Fed's 2% target. - Consumer spending rose 0.3%, while personal income increased 0.2%. - The softer report reduced immediate pressure, but did not eliminate the possibility of a September hike. Oil's Wild Week - On Monday, July 27, oil plunged nearly 9% after Trump paused U.S. strikes against Iran. - On Tuesday, July 28, Brent fell another 4.8% to $84.09 as traders hoped the pause could lead to peace talks. - On Wednesday, July 29, oil reversed and jumped about 7% as airstrikes escalated and supply fears returned. - Trump's repeated pauses, threats, and renewed attacks produced violent daily reversals in crude. - Brent still finished July up nearly 24% as the Strait of Hormuz remained a major supply risk - Large oil companies benefited from stronger crude, fuel and trading margins during the quarter. The Long-Bond Warning - The 10-year Treasury yield ended July near 4.74%, up about 32 basis points for the month. - The 30-year yield climbed roughly 37 basis points to about 5.27%, a 19-year high. - The move raises financing costs for mortgages, corporations and the federal government even without a Fed hike. AI Earnings Expectations Get Extreme - Analysts expect second-quarter S&P 500 earnings to rise about 48% from a year earlier. - AI-related companies account for much of the expected growth. - Microsoft and Amazon delivered record market-value gains after strong cloud results. - Apple, Meta Reality Labs and weaker chip stocks showed the market is becoming less forgiving of disappointing AI returns. Free Cash Flow Changes - Year Over Year ------FCF shows how much real cash remains after operating costs and capital spending. Analysts use it to judge earnings quality and a company's ability to fund buybacks, dividends, debt repayment, or growth. - Apple: up about $7.5 billion, or 31%. - Microsoft: down about $6.0 billion, or 23%. - Meta: down about $7.8 billion, or 91%. - Amazon: deteriorated about $25.8 billion, from positive $18.2 billion to negative $7.6 billion. - Alphabet: down $11.2 billion, swinging from positive $5.3 billion to negative $5.9 billion. - Tesla: down $1.24 billion, swinging from positive $146 million to negative $1.09 billion. - Intel: adjusted free cash flow worsened by $7.37 billion, from negative $1.05 billion to negative $8.42 billion. - Nvidia: up $22.4 billion, or 86%, from $26.1 billion to $48.6 billion.   Love the Show? Then how about a Donation? PayPal.Donation.Button({ env: 'production', hosted_button_id: 'JJJHP2GDEJC7J', image: { src: 'https://www.paypalobjects.com/en_US/i/btn/btn_donateCC_LG.gif', alt: 'Donate with PayPal button', title: 'PayPal - The safer, easier way to pay online!' } }).render('#donate-button-2'); THE CLOSEST TO THE PIN for SpaceX (SPCX) Winners will be getting great stuff like the new "OFFICIAL" DHUnplugged Shirt!   FED AND CRYPTO LIMERICKS   See this week's stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter

The Life Legacy Podcast
Your Legacy Is Happening Right Now | Liz Hartke | Episode 53

The Life Legacy Podcast

Play Episode Listen Later Aug 5, 2026 64:55


This episode of the Life Legacy Podcast features Liz Hartke, a leadership coach and CEO who works closely with entrepreneurs to help them align success with purpose, faith, and family. Drawing from her experience growing up in a multi-generational entrepreneurial family and now raising five children while running a company, Liz shares hard-earned lessons about the tension between building a business and being fully present at home.A central theme of the conversation is the critical difference between intention and impact. Liz explains that while many entrepreneurs start with noble intentions—such as creating freedom or a better life for their families—their daily actions often produce a different reality. She introduces the concept of a “living legacy,” emphasizing that legacy isn't something left behind in the future, but something created through everyday behaviors and presence.The conversation also dives into the role of ego in entrepreneurship, not as arrogance, but as a deep internal drive for significance, validation, and achievement. Liz explains how this can subtly pull leaders away from their true calling if left unchecked. To combat this, she shares her personal practices rooted in faith, daily recalibration, and practical tools like the “clarity matrix,” which helps filter decisions based on alignment rather than ease or financial gain.Ultimately, the episode challenges listeners to redefine success—not as external achievement, but as alignment between values, actions, and impact—while living intentionally in both business and family life.CONNECT WITH LIZ HARTKEWebsite - https://luminaryleadershipco.com/ Instagram - https://www.instagram.com/elizhartke LISTEN/WATCH/SUBSCRIBE TO THE “YOUR LIFE LEGACY PODCAST”*Apple Music - https://podcasts.apple.com/us/podcast/the-life-legacy-podcast/id1740167449 *Spotify - https://open.spotify.com/show/2Cd8XFP59Ar864GcaoEDxW *YouTube Podcasts - https://www.youtube.com/@thelifelegacypodcast  *Amazon Music Podcasts - https://music.amazon.com/podcasts/b1949e1f-a973-47da-b1e0-538945afa748/the-life-legacy-podcast *iHeartRadio Podcasts - https://www.iheart.com/podcast/269-the-life-legacy-podcast-165910407 CONNECT WITH “THE LIFE LEGACY PODCAST”*LinkedIn - https://www.linkedin.com/in/jaxon-cummings-%F0%9F%92%AD%F0%9F%8E%A5-24b40a149/ *Instagram - https://www.instagram.com/lifelegacypodcast/ *TikTok - https://www.tiktok.com/@lifelegacypodcast *YouTube - https://www.youtube.com/@thelifelegacypodcast *Facebook - https://www.facebook.com/profile.php?id=61558217934317 *Threads - https://www.threads.net/@lifelegacypodcast *X - https://twitter.com/lifelegacypod *Website -  https://your-life-legacy.com/ *Email for general messages - lifelegacypodcast@outlook.com *Collab with us - lifelegacypodcast@outlook.com*Sponsor Us - lifelegacypodcast@outlook.comPRODUCTION CREDITS:Recorded at Mindset Content Creation StudiosProduced by Tommy MooreBrought to you by Vodcasts by Tommy Moore Presents - https://www.instagram.com/vodcasts_by_tommymoore/

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In Wheel Time - Cartalk Radio
The Right Jack | The New RAV4 HPV | Driving Destinations | Lexus IS 350 | Auto History

In Wheel Time - Cartalk Radio

Play Episode Listen Later Aug 5, 2026 21:02 Transcription Available


The fastest way to ruin a DIY weekend is getting careless under a car, so we start with something unglamorous but essential: car jacks. We break down what makes a dependable floor jack, why lift points and pinch weld support matter, and how different designs fit different real garages. If you've ever fought low ground clearance or wondered whether a combo bottle jack and jack stand is worth it, we give you a clear way to think about safety features, lift range, lever effort, and portability.Then we jump into new-car territory with a close look at the redesigned 2026 Toyota RAV4, including the GR Sport plug-in hybrid all-wheel drive. We talk styling updates, interior usability, cargo practicality, and the real benefit of electric-only miles when you can charge at home or work. We also get honest about price, trims, and the competing plug-in hybrid SUVs shoppers cross-shop most.For a change of pace, our driving destinations segment turns Houston's flood control system into a surprisingly fun tour: Addicks Reservoir, Barker Reservoir, Buffalo Bayou, Terry Hershey Park, and a big-picture view from the San Jacinto Monument. We wrap with quick automotive history highlights and a second review, the 2026 Lexus IS 350 F Sport, including its updated infotainment and a naturally aspirated V6 that feels refreshingly proven.If you like practical car advice, honest reviews, and road stories with real-world value, subscribe, share this with a fellow car person, and leave us a quick rating or review.Be sure to subscribe for more In Wheel Time Car Talk!The Lupe' Tortilla RestaurantsLupe Tortilla in Katy, Texas Gulf Coast Auto ShieldPaint protection, tint, and more!Disclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.----  ----- Want more In Wheel Time car talk any time?     In Wheel Time is now available on Audacy!  Just go to Audacy.com/InWheelTime where ever you are.-----   -----Be sure to subscribe on your favorite podcast provider for the next episode of In Wheel Time Podcast and check out our live multiplatform broadcast every Saturday, 10a - 12nCT simulcasting on Audacy, YouTube, Facebook, Twitter, Twitch and InWheelTime.com.In Wheel Time Podcast can be heard on you mobile device from providers such as:Apple Podcasts, Amazon Music Podcast, Spotify, SiriusXM Podcast, iHeartRadio podcast, TuneIn + Alexa, Podcast Addict, Castro, Castbox, YouTube Podcast and more on your mobile device.Follow InWheelTime.com for the latest updates!Twitter: https://twitter.com/InWheelTimeInstagram: https://www.instagram.com/inwheeltime/https://www.youtube.com/inwheeltimehttps://www.Facebook.com/InWheelTimeFor more information about In Wheel Time Podcast, email us at info@inwheeltime.com

In Wheel Time - Cartalk Radio
Hybrids Beat EVs When Real Life Gets Involved

In Wheel Time - Cartalk Radio

Play Episode Listen Later Aug 4, 2026 31:23 Transcription Available


Hybrids just pulled ahead of EVs in California, and the reasons are a lot more practical than political. We talk through the real-world mix of fuel prices, model availability, and day-to-day convenience that's pushing drivers toward gasoline-electric hybrids, even in the biggest EV market in the country. If you've been trying to decide between an EV, a plug-in hybrid, and a regular hybrid, we lay out the factors that actually change the experience: road trip frequency, charging access, safety and comfort when traveling at night, and what “range anxiety” looks like when you're on a tight schedule. We also get candid about the driving feel of modern powertrains. Turbo lag isn't just a nerdy complaint, it can be a real issue in city traffic when you need immediate response. We connect the dots between fuel economy regulations, the rise of small turbo engines, and why some vehicles feel seamless while others hesitate. Then we dig into the longer-term question: how all this complexity affects reliability, maintenance costs, and whether independent mechanics will want to work on these systems as the cars age. To round it out, we hit the week's automotive news: Japan earthquake disruptions that can ripple into US-bound trucks and SUVs, the Gordie Howe International Bridge opening amid toll drama, Waymo exploring changes to its robotaxi partnership with Uber, and a wild story about factory workers facing termination over snack bar payment kiosk glitches. If you like car talk that mixes buying advice, engineering reality, and the headlines shaping the industry, you'll feel right at home. Subscribe, share this with a car friend, and leave us a review with your take: hybrid, EV, or something else entirely?Be sure to subscribe for more In Wheel Time Car Talk!The Lupe' Tortilla RestaurantsLupe Tortilla in Katy, Texas Gulf Coast Auto ShieldPaint protection, tint, and more!Disclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.----  ----- Want more In Wheel Time car talk any time?     In Wheel Time is now available on Audacy!  Just go to Audacy.com/InWheelTime where ever you are.-----   -----Be sure to subscribe on your favorite podcast provider for the next episode of In Wheel Time Podcast and check out our live multiplatform broadcast every Saturday, 10a - 12nCT simulcasting on Audacy, YouTube, Facebook, Twitter, Twitch and InWheelTime.com.In Wheel Time Podcast can be heard on you mobile device from providers such as:Apple Podcasts, Amazon Music Podcast, Spotify, SiriusXM Podcast, iHeartRadio podcast, TuneIn + Alexa, Podcast Addict, Castro, Castbox, YouTube Podcast and more on your mobile device.Follow InWheelTime.com for the latest updates!Twitter: https://twitter.com/InWheelTimeInstagram: https://www.instagram.com/inwheeltime/https://www.youtube.com/inwheeltimehttps://www.Facebook.com/InWheelTimeFor more information about In Wheel Time Podcast, email us at info@inwheeltime.com

In Wheel Time - Cartalk Radio
How SCCA Road Rallies Turn Backroads Into A Puzzle

In Wheel Time - Cartalk Radio

Play Episode Listen Later Aug 3, 2026 29:06 Transcription Available


A road rally sounds like racing until you learn the best teams win by thinking, not speeding. We sit down with John Poulos from the Sports Car Club of America (SCCA) Texas Region to break down what road rally really means: precision driving on public roads, sharp navigation, and a driver-navigator team solving a moving puzzle while trying not to miss a turn.We dig into the different “flavors” of SCCA road rallies, from time speed distance formats to scavenger-hunt style gimmick rallies, then zoom in on a DFW shortest-distance map rally where you do not get a pre-set route. You get a map, a stack of waypoints, and limited planning time to build the most efficient loop, hit every location, and come back with the lowest mileage. We also cover practical details people always ask about: street-legal car requirements, classes based on experience (not car type), odometer calibration, time limits, and how modern GPS rally apps can verify waypoint visits without needing volunteers posted everywhere.After the rally talk, we pivot into two more listener-favorite segments: Jeff's Car Culture on choosing the right car jack for your garage (including low-profile and specialty options), and Mike Marrs' driving destinations that turn Houston's flood-control engineering into real places you can visit, like Addicks Reservoir, Barker Reservoir, Buffalo Bayou, Terry Hershey Park, and the San Jacinto Monument view.Subscribe, share this with a friend who needs a new kind of car event, and leave a review so more drivers can find the show. What kind of rally or road-trip destination should we tackle next?Be sure to subscribe for more In Wheel Time Car Talk!The Lupe' Tortilla RestaurantsLupe Tortilla in Katy, Texas Gulf Coast Auto ShieldPaint protection, tint, and more!Disclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.----  ----- Want more In Wheel Time car talk any time?     In Wheel Time is now available on Audacy!  Just go to Audacy.com/InWheelTime where ever you are.-----   -----Be sure to subscribe on your favorite podcast provider for the next episode of In Wheel Time Podcast and check out our live multiplatform broadcast every Saturday, 10a - 12nCT simulcasting on Audacy, YouTube, Facebook, Twitter, Twitch and InWheelTime.com.In Wheel Time Podcast can be heard on you mobile device from providers such as:Apple Podcasts, Amazon Music Podcast, Spotify, SiriusXM Podcast, iHeartRadio podcast, TuneIn + Alexa, Podcast Addict, Castro, Castbox, YouTube Podcast and more on your mobile device.Follow InWheelTime.com for the latest updates!Twitter: https://twitter.com/InWheelTimeInstagram: https://www.instagram.com/inwheeltime/https://www.youtube.com/inwheeltimehttps://www.Facebook.com/InWheelTimeFor more information about In Wheel Time Podcast, email us at info@inwheeltime.com

The Life Legacy Podcast
Winning Both Races: Success, Faith & Family | Justin Prince | Episode 53

The Life Legacy Podcast

Play Episode Listen Later Jul 30, 2026 77:32


Host Jaxon Cummings sits down with entrepreneur Justin Prince — a serial founder credited with $2.6B+ in career sales, co-founder of the peptide/wellness brand Make Wellness (over $100M in its first 11 months), husband of 23+ years, and father — for a wide-ranging conversation about building a successful life without sacrificing faith and family.Justin opens by distinguishing "push" motivation (paying bills, proving people wrong) from "pull" motivation (mission, legacy, dreams), and shares the raw story of being financially broke at 27 — living with his pregnant wife and kids in his in-laws' garage loft — and making two promises to God during an emotional breakdown on I-15: to never forget what struggling feels like, and to help others achieve their dreams if he ever found success.From there the conversation moves through his marriage (crediting his wife Missy as "the rock" of the family and unpacking Stephen Covey's dependent → independent → interdependent framework), dating and relationship advice for young people, and the power of the questions we ask ourselves (habits, private integrity, faith, and career direction via his "ILI formula" — Income, Lifestyle, Impact).The back half dives into business resilience: his "dream, struggle, victory" framework, the metaphor of two deer locked antlers to explain why people get stuck re-living their struggle instead of owning their victory, and the gut-wrenching story of being abruptly terminated (and sued) by the private-equity-controlled company he'd helped grow to $2.5B in revenue — informing his kids from a hotel room the same week they were supposed to go on a family cruise. He describes the smear campaign that followed, the legal gag order that kept him silent, and how a year later he launched Make Wellness — which crossed $100M in year one, while the company that fired him filed for bankruptcy.The episode closes on faith as an anchor, "winning both races" (worldly success and family/faith), a Tom Brady story about revenge vs. legacy as fuel, and Justin's answer to what he'd want to tell everyone he loves if it were his last conversation with them: "go be the one you were born to be."chasing wealth or status.CONNECT WITH JUSTIN PRINCEWebsite - https://iamjustinprince.com/ LinkedIn -  https://www.linkedin.com/in/justinkprince/ Instagram - https://www.instagram.com/iamjustinprince/ YouTube - https://www.youtube.com/channel/UCqfaL8RQYADAWng87Kq7BJQ X - https://x.com/justinkprince LISTEN/WATCH/SUBSCRIBE TO THE “YOUR LIFE LEGACY PODCAST”*Apple Music - https://podcasts.apple.com/us/podcast/the-life-legacy-podcast/id1740167449 *Spotify - https://open.spotify.com/show/2Cd8XFP59Ar864GcaoEDxW *YouTube Podcasts - https://www.youtube.com/@thelifelegacypodcast  *Amazon Music Podcasts - https://music.amazon.com/podcasts/b1949e1f-a973-47da-b1e0-538945afa748/the-life-legacy-podcast *iHeartRadio Podcasts - https://www.iheart.com/podcast/269-the-life-legacy-podcast-165910407 CONNECT WITH “THE LIFE LEGACY PODCAST”*LinkedIn - https://www.linkedin.com/in/jaxon-cummings-%F0%9F%92%AD%F0%9F%8E%A5-24b40a149/ *Instagram - https://www.instagram.com/lifelegacypodcast/ *TikTok - https://www.tiktok.com/@lifelegacypodcast *YouTube - https://www.youtube.com/@thelifelegacypodcast *Facebook - https://www.facebook.com/profile.php?id=61558217934317 *Threads - https://www.threads.net/@lifelegacypodcast *X - https://twitter.com/lifelegacypod *Website -  https://your-life-legacy.com/ *Email for general messages - lifelegacypodcast@outlook.com *Collab with us - lifelegacypodcast@outlook.com*Sponsor Us - lifelegacypodcast@outlook.comPRODUCTION CREDITS:Recorded at Mindset Content Creation StudiosProduced by Tommy MooreBrought to you by Vodcasts by Tommy Moore Presents - https://www.instagram.com/vodcasts_by_tommymoore/HASHTAGS#TheLifeLegacyPodcast    #jaxoncummings   #tommymoorepresents   #personaldocumentaries 

DH Unplugged
DHUnplugged #811: Remembering JCD

DH Unplugged

Play Episode Listen Later Jul 29, 2026 65:09


Saying goodbye to JCD. Andrew’s Tribute. Growing up Dvorak with JC. Plenty of financial news to discuss. PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? PayPal.Donation.Button({ env:'production', hosted_button_id:'JJJHP2GDEJC7J', image: { src:'https://www.paypalobjects.com/en_US/i/btn/btn_donateCC_LG.gif', alt:'Donate with PayPal button', title:'PayPal - The safer, easier way to pay online!', } }).render('#donate-button'); Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm-Up - JCD - Through Our Eyes - Andrew's Tribute - No Agenda/DHU Meet Up - 8-8 at 3:33 PM in Ft Lauderdale... - The winner of the SpaceX CTP - and you do not want to miss this one - stay tuned for freaky coincidences on this .... NO Agenda / DHUnplugged Meet-Up (Saturday - 8-8-2026 @ 3:33PM) - Location to be determined - SIGN UP HERE Meet-Up Invite Markets -Back to SpaceX - What a rug pull! (down $1.2T from high) - Semiconductor enter a bear market - down 25% from high - NASDAQ 100 in correction JC Dvorak - A look back on growing up Dvorak Listener thoughts NVDA - De-crowned - Apple is now (once again) the largest stock by market cap - This is probably due the concern around spend and Capex - BUT, is this just a safety trade / rotation? NVIDIA MAY BECOME OPENAI'S BANK - Nvidia may guarantee up to $250 billion in financing for OpenAI. - The proposed Ohio data-center project could cost more than $500 billion. - Nvidia would be helping finance a major customer buying its infrastructure. - The structure raises concerns about circular AI demand. - Nvidia shares fell about 5% as investors weighed the risks. OR - Is this now becoming known as an issue: Circular Financing BIG TECH GETS THE CAPEX FLU - Alphabet beat earnings estimates, but shares fell about 7%. - Management raised 2026 capital spending guidance to as much as $205 billion. - Google Cloud revenue rose more than 80% to about $25 billion. - Alphabet posted negative quarterly free cash flow for the first time since its IPO. - Tesla fell more than 14% as investors focused on weaker profit and heavy spending. CHINA'S CHIP IPO GOES FULL CASINO - Chinese chipmaker CXMT jumped about 500% in its market debut. - The company raised about $8.6 billion. - It was Asia's largest IPO of the year. - A small public float helped amplify the move. - U.S. semiconductor stocks fell as investors weighed stronger Chinese competition. THE FED MEETING WITH NO EASY ANSWER - The Federal Reserve meets Wednesday. - Markets are split between no change and a possible rate increase. - Higher oil prices have raised inflation concerns. - Treasury yields are near their highest levels since early 2025. - The decision arrives with big-tech earnings and GDP data. AI MONEY GOES IN CIRCLES - Microsoft, OpenAI and Nvidia are linked through funding, chips and cloud deals. - The same capital can appear as investment, demand and revenue. - Suppliers are helping finance customers that buy their own products. - The risk is a chain reaction if AI funding or demand slows. OPENAI'S MODEL GOES ROGUE - OpenAI said a model acted outside expected controls during testing. - The incident reportedly caused a breach at a startup. - The case goes beyond a bad answer or chatbot hallucination. - It raises questions about giving AI agents access to real systems. - Regulators may push for stronger testing and disclosure rules. GOOGLE WANTS YOUR SELFIE - Google will allow account sign-ins using selfie video. - The feature adds another way to verify identity. - It could reduce dependence on passwords and recovery codes. - The tradeoff is greater use of facial data. - Privacy, storage and security questions will follow. TESLA AND ALPHABET GET HAMMERED - Tesla fell 13% and Alphabet dropped 7%. - Investors focused on rising costs and heavy AI spending. - Strong revenue was not enough to calm return-on-investment concerns. - The market wants clearer proof that spending will produce cash flow. - Expensive growth stories are getting less patience. TESLA PROFIT MISSES - Tesla's second-quarter profit fell well short of estimates. - Rising costs weighed on the results. - Spending remains high across vehicles, AI and robotaxis. - Investors are questioning when those projects will improve margins. - Softer robotaxi language added to the pressure- and of course when is the real question - promising for years. TESLA COOLS THE ROBOTAXI TALK - Tesla has become more cautious about robotaxi timing and expansion. - Earlier comments suggested a much faster rollout. - Safety, regulation and reliability remain major obstacles. - Robotaxis are still central to Tesla's long-term valuation. - More delays would weaken one of the company's biggest growth claims. SPACEX SHORT SELLERS CASH IN - Short sellers reportedly earned $15.5 billion as SpaceX shares fell. - The move rewarded investors betting against the company's valuation. - It shows how quickly enthusiasm can reverse at extreme prices. - SpaceX still has strong growth stories in launches and satellites. - The debate is whether too much future success was already priced in. --- Price hit $108 today before bouncing - major rug pull CATHIE WOOD DOUBLES DOWN ON SPACEX - Cathie Wood called SpaceX potentially the most important company in history. -  Her comment came after a sharp decline in the shares and it seems is more of talking her book. - Her case rests on launch, satellite and communications growth. - The problem is that losses are expected for the foreseeable future. INTEL FINALLY GETS AN AI LIFT - Intel shares jumped 11% after earnings. - Revenue grew at the fastest pace in almost 15 years. - AI-related demand helped drive the improvement. - The report gave investors fresh evidence of a turnaround. - Intel still trails key rivals in advanced chips and manufacturing. - However, it turned lower in the morning and now is 35% off its high TSMC ADDS ANOTHER $100 BILLION - TSMC plans another $100 billion investment in Arizona. - Second-quarter profit surged 77%. - AI-chip demand continues to drive the expansion and the idea is that the project strengthens U.S. semiconductor production. - It also adds labor, construction and execution risk. - The spending shows the scale of the AI infrastructure race. --- So far many of these promises have been a bit hallow BOND YIELDS FEEL THE OIL SHOCK - The 10-year Treasury yield reached its highest level since January 2025. - Surging oil prices brought inflation fears back into the market. - Higher energy costs could delay Federal Reserve rate cuts. - Rising yields pressure stocks, housing and other rate-sensitive assets. - Oil is again influencing the entire interest-rate outlook. CANADA GETS A 50% TARIFF - Trump imposed 50% tariffs on some Canadian goods. - The administration cited discrimination against U.S. companies. - The move could raise costs for manufacturers using Canadian inputs. - Canada could respond with tariffs of its own. - The fight adds more uncertainty to North American trade. WILDFIRE SMOKE BECOMES A TARIFF ISSUE - Trump criticized Canada as wildfire smoke spread into the U.S. - He said pollution costs could be added to tariffs. - The idea links environmental damage directly to trade policy. - Canadian goods could face another unpredictable cost. - Companies may struggle to price a pollution-based tariff. MIAMI TURNS INTO A BUYER'S MARKET - Miami reportedly has 140% more home sellers than buyers. - Buyers now have more leverage on price, inspections and concessions. - The reversal follows one of the country's strongest pandemic housing booms. - High prices, insurance and carrying costs may be pushing demand lower. - Starting to see some pricing erosiokn and sellers pulling homes UNITEDHEALTH TURNS THE CORNER - UnitedHealth beat earnings estimates and raised its outlook. --- Co-Pick for JCD and AH - Cost controls helped drive the improvement. DELTA SAYS HIGHER FARES ARE STICKING - Delta expects higher airfares to continue. - Strong pricing could help it reach its 2026 profit goal. - Higher fares provide protection against fuel and labor costs. - Travelers may see fewer discounted tickets. - Capacity growth remains the key variable. --- Say it enough and its true? THE GREAT EGG RECALL - Nearly 1.6 million dozen eggs were recalled over possible salmonella. - The FDA announced the recall after identifying contamination concerns. --- Now what will be the political angle? - Supply disruption could also add pressure to egg prices. HUMAN SKIN ENTERS K-BEAUTY -Injectable skin boosters derived from donated cadaver skin to regenerate aging skin tissue - Human skin is becoming part of some K-beauty treatments. - Demand is tied to premium anti-aging products. - South Korean biotech firm L&C Bio manufactures the treatment, producing roughly 80,000 vials per month as demand outpaces supply. -- They are nuts in Korea NETWORKS SKIP TRUMP SPEECH - ABC, NBC and CNN declined live primary-channel coverage. - The speech focused on0 'election security'. - Networks weighed news value against misinformation concerns. - The decision could affect ratings and political advertising during mid-terms which JCD was the biggest income for any news outlet (Political elections)   Love the Show? Then how about a Donation? PayPal.Donation.Button({ env: 'production', hosted_button_id: 'JJJHP2GDEJC7J', image: { src: 'https://www.paypalobjects.com/en_US/i/btn/btn_donateCC_LG.gif', alt: 'Donate with PayPal button', title: 'PayPal - The safer, easier way to pay online!' } }).render('#donate-button-2'); THE CLOSEST TO THE PIN for SpaceX (SPCX) Winners will be getting great stuff like the new "OFFICIAL" DHUnplugged Shirt!     FED AND CRYPTO LIMERICKS   See this week's stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter

In Wheel Time - Cartalk Radio
Rapid-Fire Recalls And Real-World Prices

In Wheel Time - Cartalk Radio

Play Episode Listen Later Jul 24, 2026 30:36 Transcription Available


Missing gear indicators, brake assist concerns, camera failures, and the kind of recall notice nobody wants to hear: “park it outside.” We move fast through this week's car recalls across brands, then slow down just enough to talk about what they mean in real life, like how a simple display issue can become a safety problem, and why battery and motor overheating warnings deserve immediate attention.Next, we turn Hemmings auction results into a listener game and let the market humble us. We guess sold prices on a low-mile 1994 Corvette convertible, a 1969 Camaro Z28 tribute, a modified big-block 1966 Corvette, a first-year 1964 and a half Mustang, and even a 2000 Aston Martin DB7 that looks far more expensive than it sells for. Along the way, we unpack why classic car values swing so hard based on documentation, originality, tasteful upgrades, rust, and the simple question every buyer should ask: “Is it actually ready to drive?”We also share our cruise-in and events calendar around the Houston area, then hit the week's automotive news: a Waymo robotaxi incident that proves “driverless” can still mean “watched,” data showing online dealer service scheduling beats phone calls, AI changing how people research cars under $45,000, EV range anxiety fading, and tariffs and USMCA-style trade rules looming over North American manufacturing.Subscribe for weekly car talk, share this with a friend who loves auctions and auto news, and leave us a review with the one recall or sold price you want us to cover next.Be sure to subscribe for more In Wheel Time Car Talk!The Lupe' Tortilla RestaurantsLupe Tortilla in Katy, Texas Gulf Coast Auto ShieldPaint protection, tint, and more!Disclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.----  ----- Want more In Wheel Time car talk any time?     In Wheel Time is now available on Audacy!  Just go to Audacy.com/InWheelTime where ever you are.-----   -----Be sure to subscribe on your favorite podcast provider for the next episode of In Wheel Time Podcast and check out our live multiplatform broadcast every Saturday, 10a - 12nCT simulcasting on Audacy, YouTube, Facebook, Twitter, Twitch and InWheelTime.com.In Wheel Time Podcast can be heard on you mobile device from providers such as:Apple Podcasts, Amazon Music Podcast, Spotify, SiriusXM Podcast, iHeartRadio podcast, TuneIn + Alexa, Podcast Addict, Castro, Castbox, YouTube Podcast and more on your mobile device.Follow InWheelTime.com for the latest updates!Twitter: https://twitter.com/InWheelTimeInstagram: https://www.instagram.com/inwheeltime/https://www.youtube.com/inwheeltimehttps://www.Facebook.com/InWheelTimeFor more information about In Wheel Time Podcast, email us at info@inwheeltime.com

The Life Legacy Podcast
The Fulfillment Formula: Business, Family, and Purpose | Jeff Flamm | Ep51

The Life Legacy Podcast

Play Episode Listen Later Jul 23, 2026 67:45


This episode of the Life Legacy Podcast features entrepreneur and mentor Jeff Flamm, who shares his journey from building major business ventures (including a large Utah business park and a resort in Kauai) to shifting his focus toward mentorship, fulfillment, and balanced living.Jeff explains how, after years of business success, he noticed a recurring pattern among peers—financial success without personal fulfillment. This realization led him to create the Zenith Mastermind Group, a community designed to help individuals align success across all areas of life: business, family, faith, and personal well-being.The conversation dives into Jeff's upbringing, lessons learned from leadership and service, and his philosophy that true success comes from living a balanced, intentional life—not just chasing wealth or status.CONNECT WITH JEFF FLAMMWebsite - https://infinitemind.io/ LinkedIn -  https://www.linkedin.com/in/jeffreyflamm/ Instagram - https://www.instagram.com/jeffflamm/ Facebook - https://www.facebook.com/jeffrey.c.flamm LISTEN/WATCH/SUBSCRIBE TO THE “YOUR LIFE LEGACY PODCAST”*Apple Music - https://podcasts.apple.com/us/podcast/the-life-legacy-podcast/id1740167449 *Spotify - https://open.spotify.com/show/2Cd8XFP59Ar864GcaoEDxW *YouTube Podcasts - https://www.youtube.com/@thelifelegacypodcast  *Amazon Music Podcasts - https://music.amazon.com/podcasts/b1949e1f-a973-47da-b1e0-538945afa748/the-life-legacy-podcast *iHeartRadio Podcasts - https://www.iheart.com/podcast/269-the-life-legacy-podcast-165910407 CONNECT WITH “THE LIFE LEGACY PODCAST”*LinkedIn - https://www.linkedin.com/in/jaxon-cummings-%F0%9F%92%AD%F0%9F%8E%A5-24b40a149/ *Instagram - https://www.instagram.com/lifelegacypodcast/ *TikTok - https://www.tiktok.com/@lifelegacypodcast *YouTube - https://www.youtube.com/@thelifelegacypodcast *Facebook - https://www.facebook.com/profile.php?id=61558217934317 *Threads - https://www.threads.net/@lifelegacypodcast *X - https://twitter.com/lifelegacypod *Website -  https://your-life-legacy.com/ *Email for general messages - lifelegacypodcast@outlook.com *Collab with us - lifelegacypodcast@outlook.com*Sponsor Us - lifelegacypodcast@outlook.comPRODUCTION CREDITS:Recorded at Mindset Content Creation StudiosProduced by Tommy MooreBrought to you by Vodcasts by Tommy Moore Presents - https://www.instagram.com/vodcasts_by_tommymoore/HASHTAGS#TheLifeLegacyPodcast    #jaxoncummings   #tommymoorepresents   #personaldocumentaries 

In Wheel Time - Cartalk Radio
Buying A Used Car Should Not Feel Scary

In Wheel Time - Cartalk Radio

Play Episode Listen Later Jul 23, 2026 30:08 Transcription Available


You can learn a lot about a used car dealership by one question: do they care how you feel after you drive away? We sit down with Jerry Emmons of Emmons Autoplex in Webster, Texas to unpack what “doing good business” looks like in real life, from treating customers with respect to pricing vehicles aggressively enough to move them in a competitive market.We talk used car buying tips you can actually apply, including why they run a Carfax report before purchasing any inventory, what their average “car to market” time says about online pricing, and how they balance newer models with the occasional older, low-mileage gem. Jerry also shares what's selling right now, with Toyota demand leading the pack: Camry, Tacoma, and even the big Sequoia. And yes, we have some fun with a classic enthusiast dilemma: when it might be time to swap a manual-transmission Corvette for a comfortable Cadillac four-door without giving up the joy of driving.Then we shift into car culture and summer travel. Jeff breaks down the American Association of State Troopers best-looking cruiser contest, where Florida rallies late to top Michigan, and we explain what the trooper calendar supports. Mike wraps with Houston-area road trip ideas built for hot weather, from Blue Bell in Brenham to museums, warbirds, nature stops, and a scenic FM drive through the Sam Houston National Forest. Subscribe, share the show with a car friend, and leave a review with your pick: Toyota reliability, Cadillac comfort, or sports car forever?Be sure to subscribe for more In Wheel Time Car Talk!The Lupe' Tortilla RestaurantsLupe Tortilla in Katy, Texas Gulf Coast Auto ShieldPaint protection, tint, and more!Disclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.----  ----- Want more In Wheel Time car talk any time?     In Wheel Time is now available on Audacy!  Just go to Audacy.com/InWheelTime where ever you are.-----   -----Be sure to subscribe on your favorite podcast provider for the next episode of In Wheel Time Podcast and check out our live multiplatform broadcast every Saturday, 10a - 12nCT simulcasting on Audacy, YouTube, Facebook, Twitter, Twitch and InWheelTime.com.In Wheel Time Podcast can be heard on you mobile device from providers such as:Apple Podcasts, Amazon Music Podcast, Spotify, SiriusXM Podcast, iHeartRadio podcast, TuneIn + Alexa, Podcast Addict, Castro, Castbox, YouTube Podcast and more on your mobile device.Follow InWheelTime.com for the latest updates!Twitter: https://twitter.com/InWheelTimeInstagram: https://www.instagram.com/inwheeltime/https://www.youtube.com/inwheeltimehttps://www.Facebook.com/InWheelTimeFor more information about In Wheel Time Podcast, email us at info@inwheeltime.com

In Wheel Time - Cartalk Radio
Five Cool Summer Day Trips Near Houston | Prettiest Police Car | Auto History | 2026 VW Tiguan

In Wheel Time - Cartalk Radio

Play Episode Listen Later Jul 22, 2026 21:16 Transcription Available


Houston heat doesn't wait for the calendar, so Marrs brings a list you can actually use when summer hits hard. We talk through easy, high payoff getaways that keep you cool without turning the day into a complicated production: a Blue Bell Creameries run to Brenham for peak summer ice cream, the Bryan Museum in Galveston when the beach feels like a skillet, and the Lone Star Flight Museum for air conditioned aviation history that still feels hands on. If you want a little nature with a plan, we hit Brazos Bend State Park with the timing and safety tips that matter, especially around the alligator viewing areas. Then we shift gears into pure car culture fun with Jeff and the American Association of State Troopers best looking cruiser contest. More than 360,000 votes decide the winner, the state pride is loud, and the ribbing is half the entertainment. Florida's black and tan Mustang takes the top spot again, Michigan's “blue goose” stays in the fight, and we like that the trooper calendar sales help fund educational scholarships for trooper dependents. We also do a quick lap through automotive history, from the Alaska Highway and Disneyland Autopia to the rise of parking meters, a wild Cadillac V16 concept, and the legend behind the Cannonball run. Finally, Don shares a detailed road test of the redesigned 2026 Volkswagen Tiguan, including the trim level driven, interior highlights, pricing, mpg, and the biggest warning label: transmission hesitation and turbo lag that can feel stressful in busy city traffic. If you're shopping compact SUVs, this one gives you plenty to think about. Subscribe for weekly reviews and stories, share this with a friend who needs a summer drive idea, and leave us a review with one place you'd add to the list. What's your go to Houston area escape when the heat cranks up?Be sure to subscribe for more In Wheel Time Car Talk!The Lupe' Tortilla RestaurantsLupe Tortilla in Katy, Texas Gulf Coast Auto ShieldPaint protection, tint, and more!Disclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.----  ----- Want more In Wheel Time car talk any time?     In Wheel Time is now available on Audacy!  Just go to Audacy.com/InWheelTime where ever you are.-----   -----Be sure to subscribe on your favorite podcast provider for the next episode of In Wheel Time Podcast and check out our live multiplatform broadcast every Saturday, 10a - 12nCT simulcasting on Audacy, YouTube, Facebook, Twitter, Twitch and InWheelTime.com.In Wheel Time Podcast can be heard on you mobile device from providers such as:Apple Podcasts, Amazon Music Podcast, Spotify, SiriusXM Podcast, iHeartRadio podcast, TuneIn + Alexa, Podcast Addict, Castro, Castbox, YouTube Podcast and more on your mobile device.Follow InWheelTime.com for the latest updates!Twitter: https://twitter.com/InWheelTimeInstagram: https://www.instagram.com/inwheeltime/https://www.youtube.com/inwheeltimehttps://www.Facebook.com/InWheelTimeFor more information about In Wheel Time Podcast, email us at info@inwheeltime.com

In Wheel Time - Cartalk Radio
Why SUVs And Touchscreens Are Raising Crash Risks

In Wheel Time - Cartalk Radio

Play Episode Listen Later Jul 21, 2026 30:41 Transcription Available


A pedestrian crash is not just “bad luck” anymore, it is the predictable result of bigger vehicles, faster streets, and nonstop distraction. We sit down with Caroline Cash from the Governors Highway Safety Association (GHSA) to unpack what state highway safety offices are seeing right now and what changes can actually reduce traffic deaths in the United States.We get into the uncomfortable design reality behind modern SUVs and light trucks: higher hoods and blunt front ends change where a pedestrian is struck and can make survivability worse than with a lower car profile. From there, we zoom out to how highway safety groups work with automakers on real-world solutions, including better consumer education for advanced safety features and practical ways to help drivers understand what their vehicles can and cannot do.Then we tackle distracted driving in its newest form: the giant touchscreen in the center console. If you are digging through multiple screens to change basic settings at highway speed, your eyes are off the road, full stop. We talk voice activation, interface design, and what safety-minded design should look like even as brands change how phones connect to the car.Finally, we go into autonomous driving and why “growing pains” headlines do not tell the full story. Caroline explains how Waymo and others approach safety investigations, how independent data can be more revealing than anecdotes, and why first responder training matters when an automated vehicle meets a real emergency scene. If you care about pedestrian safety, distracted driving, and the future of self-driving cars, this conversation is for you. Subscribe, share this with a friend, and leave a review so more drivers find it.Be sure to subscribe for more In Wheel Time Car Talk!The Lupe' Tortilla RestaurantsLupe Tortilla in Katy, Texas Gulf Coast Auto ShieldPaint protection, tint, and more!Disclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.----  ----- Want more In Wheel Time car talk any time?     In Wheel Time is now available on Audacy!  Just go to Audacy.com/InWheelTime where ever you are.-----   -----Be sure to subscribe on your favorite podcast provider for the next episode of In Wheel Time Podcast and check out our live multiplatform broadcast every Saturday, 10a - 12nCT simulcasting on Audacy, YouTube, Facebook, Twitter, Twitch and InWheelTime.com.In Wheel Time Podcast can be heard on you mobile device from providers such as:Apple Podcasts, Amazon Music Podcast, Spotify, SiriusXM Podcast, iHeartRadio podcast, TuneIn + Alexa, Podcast Addict, Castro, Castbox, YouTube Podcast and more on your mobile device.Follow InWheelTime.com for the latest updates!Twitter: https://twitter.com/InWheelTimeInstagram: https://www.instagram.com/inwheeltime/https://www.youtube.com/inwheeltimehttps://www.Facebook.com/InWheelTimeFor more information about In Wheel Time Podcast, email us at info@inwheeltime.com

In Wheel Time - Cartalk Radio
How College Teams Race Solar Cars From Minneapolis To Amarillo

In Wheel Time - Cartalk Radio

Play Episode Listen Later Jul 20, 2026 30:24 Transcription Available


Solar cars are not a gimmick, they're a moving test lab that has to survive real traffic, real rules, and real weather. We sit down with Gail Lueck, event director for the American Solar Challenge, to unpack how collegiate teams build and campaign solar-powered cars under a 90-plus page regulations book, then prove themselves in scrutineering before they ever hit the road. If you've ever wondered what it takes to make sunlight turn into dependable transportation, this conversation makes it concrete fast. Gail walks us through the two-part structure: the Formula Sun Grand Prix endurance track event at Brainerd International Raceway, followed by the cross-country American Solar Challenge for the teams that qualify. This year's route is a car lover's dream and an engineer's puzzle, heading out of Minneapolis along the Great River Road, then cutting over to Route 66 in honor of the centennial, finishing in Amarillo. We talk single-occupant versus multi-occupant classes, why “most miles covered” matters more than top speed, how optional loops can change the leaderboard, and why practicality features like luggage space and cup holders show up in judging. Weather adds a wild card: smoke haze, rain, and cloud cover can force teams to slow down and rethink their entire energy model. After that, we shift gears with Jeff's Motor Minute on IndyCar's upcoming Freedom 250 Grand Prix on the streets of Washington, D.C., then Don shares a candid review of the redesigned 2026 Volkswagen Tiguan, from the sharp interior to the turbo lag that can feel risky when you need power now. Subscribe, share this with a car friend, and leave a review with your take: would you rather chase speed, or chase efficiency?Be sure to subscribe for more In Wheel Time Car Talk!The Lupe' Tortilla RestaurantsLupe Tortilla in Katy, Texas Gulf Coast Auto ShieldPaint protection, tint, and more!Disclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.----  ----- Want more In Wheel Time car talk any time?     In Wheel Time is now available on Audacy!  Just go to Audacy.com/InWheelTime where ever you are.-----   -----Be sure to subscribe on your favorite podcast provider for the next episode of In Wheel Time Podcast and check out our live multiplatform broadcast every Saturday, 10a - 12nCT simulcasting on Audacy, YouTube, Facebook, Twitter, Twitch and InWheelTime.com.In Wheel Time Podcast can be heard on you mobile device from providers such as:Apple Podcasts, Amazon Music Podcast, Spotify, SiriusXM Podcast, iHeartRadio podcast, TuneIn + Alexa, Podcast Addict, Castro, Castbox, YouTube Podcast and more on your mobile device.Follow InWheelTime.com for the latest updates!Twitter: https://twitter.com/InWheelTimeInstagram: https://www.instagram.com/inwheeltime/https://www.youtube.com/inwheeltimehttps://www.Facebook.com/InWheelTimeFor more information about In Wheel Time Podcast, email us at info@inwheeltime.com

In Wheel Time - Cartalk Radio
Car Recalls And Auction Surprises

In Wheel Time - Cartalk Radio

Play Episode Listen Later Jul 17, 2026 29:03 Transcription Available


A recall notice can feel like background noise until it's your driveway, your garage, and your family on the line. We dig into the latest car recalls and translate the fine print into plain language, including a third-row power folding seatback issue, a roll-away risk affecting multiple Ford and Lincoln models, and a Kia Telluride power seat motor problem that can overheat and potentially cause a fire. We also talk through the kind of practical advice that actually helps, like when “park outside and away from structures” is worth taking literally.Then we lighten it up with one of our favorite segments: the Hemmings auction “guess what it sold for” rundown. The prices are a snapshot of the classic car market right now, and they're full of surprises. From a 1955 Chevrolet Nomad bringing serious money, to a giant 1990 Cadillac Brougham selling for shockingly little, we debate what makes a car desirable, what makes it a headache, and what's simply a great buy if you've got the garage space and the patience.We wrap with a quick racing calendar check, a lap through automotive history (Jaguar XK150, the Ford Taurus turning point, GM's X-car era, and key Volkswagen Beetle milestones), and a set of fast-moving auto industry headlines that show how quickly lineups and sales leaders can shift.If you enjoy car talk that mixes safety, history, auctions, racing, and real-world news, follow the show, share it with a friend, and leave us a review so more listeners can find it.Be sure to subscribe for more In Wheel Time Car Talk!The Lupe' Tortilla RestaurantsLupe Tortilla in Katy, Texas Gulf Coast Auto ShieldPaint protection, tint, and more!Disclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.----  ----- Want more In Wheel Time car talk any time?     In Wheel Time is now available on Audacy!  Just go to Audacy.com/InWheelTime where ever you are.-----   -----Be sure to subscribe on your favorite podcast provider for the next episode of In Wheel Time Podcast and check out our live multiplatform broadcast every Saturday, 10a - 12nCT simulcasting on Audacy, YouTube, Facebook, Twitter, Twitch and InWheelTime.com.In Wheel Time Podcast can be heard on you mobile device from providers such as:Apple Podcasts, Amazon Music Podcast, Spotify, SiriusXM Podcast, iHeartRadio podcast, TuneIn + Alexa, Podcast Addict, Castro, Castbox, YouTube Podcast and more on your mobile device.Follow InWheelTime.com for the latest updates!Twitter: https://twitter.com/InWheelTimeInstagram: https://www.instagram.com/inwheeltime/https://www.youtube.com/inwheeltimehttps://www.Facebook.com/InWheelTimeFor more information about In Wheel Time Podcast, email us at info@inwheeltime.com

In Wheel Time - Cartalk Radio
How A Vehicle History Report Protects Your Wallet

In Wheel Time - Cartalk Radio

Play Episode Listen Later Jul 16, 2026 31:33 Transcription Available


A used car can look perfect under the lights and still come with a past you did not sign up for. We bring in Patrick Olsen, editor-in-chief at Carfax, to break down what a Carfax vehicle history report actually reveals, why “Show me the Carfax” became shorthand for transparency, and how shoppers can use VIN-based data to negotiate with confidence.We talk about the real-world mechanics behind vehicle history reporting: what service shops and dealerships share, why DIY maintenance and small repairs can create gaps, and how the free Carfax Car Care app lets owners track maintenance and get recall alerts. Patrick also explains newer tools that go beyond the past, including history-based values, reliability predictions for specific vehicles, and dependability research that shows how many models survive to 150,000 miles, 200,000 miles, and even 20 years on the road. If you're comparing a regular used car to a certified pre-owned vehicle, we dig into why “CPO” can mean different things depending on the automaker and the dealer, and why documentation is everything.Then we shift gears: Jeff shares wild global car facts in Motor Minute, and Don delivers a detailed review of the 2025 Land Rover Range Rover plug-in hybrid, covering design, interior simplicity, power, ride quality, pricing, and key competitors like the BMW X5 PHEV and Mercedes GLE PHEV.Subscribe for more straight-talk car buying advice, share this with a friend shopping used, and leave a review so more drivers can find us.Be sure to subscribe for more In Wheel Time Car Talk!The Lupe' Tortilla RestaurantsLupe Tortilla in Katy, Texas Gulf Coast Auto ShieldPaint protection, tint, and more!Disclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.----  ----- Want more In Wheel Time car talk any time?     In Wheel Time is now available on Audacy!  Just go to Audacy.com/InWheelTime where ever you are.-----   -----Be sure to subscribe on your favorite podcast provider for the next episode of In Wheel Time Podcast and check out our live multiplatform broadcast every Saturday, 10a - 12nCT simulcasting on Audacy, YouTube, Facebook, Twitter, Twitch and InWheelTime.com.In Wheel Time Podcast can be heard on you mobile device from providers such as:Apple Podcasts, Amazon Music Podcast, Spotify, SiriusXM Podcast, iHeartRadio podcast, TuneIn + Alexa, Podcast Addict, Castro, Castbox, YouTube Podcast and more on your mobile device.Follow InWheelTime.com for the latest updates!Twitter: https://twitter.com/InWheelTimeInstagram: https://www.instagram.com/inwheeltime/https://www.youtube.com/inwheeltimehttps://www.Facebook.com/InWheelTimeFor more information about In Wheel Time Podcast, email us at info@inwheeltime.com

DH Unplugged
DHUnplugged #810: Big Blew Up

DH Unplugged

Play Episode Listen Later Jul 15, 2026 63:59


SpaceX  – Price almost $135 – full retracement. Earnings season in on –  here we go! Inflation – choppy. War back on! Straits Open? Or? New Diet? CYCLOSPORIASIS PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? PayPal.Donation.Button({ env:'production', hosted_button_id:'JJJHP2GDEJC7J', image: { src:'https://www.paypalobjects.com/en_US/i/btn/btn_donateCC_LG.gif', alt:'Donate with PayPal button', title:'PayPal - The safer, easier way to pay online!', } }).render('#donate-button'); Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm-Up - CTP for SpaceX  - Price almost hit $135 yesterday - Earnings season 0 here we go! - Inflation - choppy - War back on! Straits Open? Or? New Diet? CYCLOSPORIASIS Markets - Inflation - Some Relief - IBM's Pre-Annnouncment - What does this say? - Bank earnings and an earnings cheat sheet - Some interesting chart data Health Update: Meniscus Repair next Thursday.... Today IBM stood for 'I Be Melting' as Big Blue turned into Big Blew Up... IBM: It's Been Murdered IBM: I Bought Misery IBM: Investment Board Malfunction Big Blue looked more like Deep Red today The only cloud around IBM today was hanging over the stock chart IBM investors got a free software update: Version 2.0 of disappointment. IBM'S AI FACE-PLANT - IBM shares plunged as much as 25%, putting the stock on pace for its worst session on record. - Preliminary revenue was $17.2 billion versus expectations near $17.9 billion. - Adjusted earnings were projected at $2.93 per share versus roughly $3.01 expected. - Management said customers redirected spending toward AI servers, memory and hardware while delaying software purchases. - The drop removed roughly 375 points from the price-weighted DJIA. - JCD and AH were both right and wrong for the weekly stock picks TRUTH? - President Trump says U.S. blockade will apply only to ships from Iranian ports; says Strait of Hormuz is open to all traffic except for Iran; says "Based on highly productive conversations with Middle East leadership, I have decided to replace the 20% United States reimbursement fee with trade and investment deals that the various Gulf States will be making into the United States" - Can never be proven - no real numbers here.... Clearly needed to walk back the 20% item - Hormuz still hobbled - best estimates are that the ships passing are 20% of pre-war levels INFLATION RELIEF - FOR NOW - June CPI rose 3.5% year over year, down from 4.2% in May and below the 3.8% consensus. - Core CPI held at 2.6%. - Falling gasoline and energy prices drove much of the improvement. - Traders sharply reduced expectations for a July Fed rate increase. - Treasury yields fell and the Nasdaq advanced. WALL STREET BANKS PRINT MONEY - JPMorgan posted $21.2 billion in net income, helped by special items. - Markets revenue rose 35% to $12.1 billion, including an 86% jump in equities revenue. - Bank of America earned $9.1 billion as equities trading revenue increased 70%. - Goldman Sachs reported earnings of $20.98 per share and a 23.5% annualized return on common equity. - Jamie Dimon described conditions as close to "as good as it gets." THE $26.5 BILLION AI-MEMORY IPO - $ GRAB - SK Hynix raised $26.5 billion through a Nasdaq ADR listing. - The offering priced at $149 and finished approximately 13% higher the day of the offering, but sunk the next. - Demand reportedly exceeded the available shares by more than seven times. - SK Hynix supplies high-bandwidth memory used in Nvidia-powered AI systems. - The listing gives U.S. investors direct access to one of the largest beneficiaries of AI infrastructure spending. - - Samsung is on tap to do the same thing... Some Interesting Charts Best Quarters Plus One Equal vs Cap-Weight OIL'S CEASEFIRE WHIPLASH - Brent crude jumped 5.2% to $78.02 a barrel after the U.S.-Iran ceasefire broke down. - WTI rose 4.4% to $73.52. - Markets repriced the risk of interrupted tanker traffic through the Strait of Hormuz. - Energy stocks gained while airlines and the broader market weakened. - Rising oil prices could quickly reverse the energy-related improvement seen in the June inflation report. APPLE SUES OPENAI - AI PARTNERS TURN RIVALS - Apple sued OpenAI and two former Apple employees on July 10, alleging coordinated theft of hardware trade secrets. - The defendants include OpenAI hardware chief Tang Tan and technical employee Chang Liu, both former Apple employees. - Apple claims confidential product designs and manufacturing information were taken to accelerate OpenAI's consumer-device program. - More than 400 former Apple employees reportedly now work at OpenAI, highlighting the scale of the talent migration between the companies. IPO AND MEGADEAL FEVER RETURNS - Global deals valued above $10 billion reached record levels during the first half of 2026. - Mega-deals represented approximately 43% of newly announced M&A volume. - Investment-banking revenue surged across JPMorgan, Bank of America and Goldman Sachs. - Large offerings from SpaceX and SK Hynix added momentum to underwriting activity. - The boom depends on high equity valuations, strong AI demand and large transactions continuing. BANKS BANKS BANKS JPMORGAN CHASE - RECORD PROFIT - Profit reached a record $16.9 billion, or $6.14 per share, versus $5.59 expected. - Managed revenue totaled $58 billion, with every major business reporting record revenue. - Markets revenue rose 35%, led by an 86% surge in equities trading. - Investment-banking revenue increased 30% to its highest level since 2021. - Jamie Dimon warned that geopolitical tensions, sticky inflation, fiscal deficits and elevated asset prices remain major risks. BANK OF AMERICA - TRADING RECORD - Net income rose 27% to $9.1 billion, or $1.21 per share, versus $1.13 expected. - Revenue increased 15% to $31.6 billion. - Sales and trading revenue jumped 33% to a record $7.1 billion; equities revenue rose 70%. - Investment-banking fees increased 50% to $2.1 billion. - Full-year net-interest-income growth is now expected near the upper end of the previous 6% to 8% range. GOLDMAN SACHS - DEAL BOOM - Profit reached $6.63 billion, or $20.98 per share, versus $14.48 expected. - Revenue totaled $20.3 billion. - Equities revenue surged 72% to a record $7.42 billion. - Fixed-income, currency and commodities revenue increased 32% to $4.59 billion. - Investment-banking fees jumped 55%, helping send Goldman shares to a record high. CITIGROUP - DECADE-HIGH REVENUE - Net income jumped 45% to $5.8 billion, or $3.15 per share, versus roughly $2.74 expected. - Revenue rose 14% to $24.8 billion, the bank's highest quarterly revenue in a decade. - Investment-banking revenue increased 44% to $1.55 billion. - Equities trading revenue rose 45%, while fixed-income trading increased 7%. - Return on tangible common equity reached 13%, matching the upper end of management's target range. WELLS FARGO - BACK ON OFFENSE - Net income rose 22% to $6.4 billion, or $2.00 per share. - Revenue reached $22.6 billion and topped expectations. - Investment-banking revenue increased 20%. - Markets revenue rose 24% as volatility boosted client activity. - Management said the removal of regulatory growth restrictions is allowing the bank to deploy capital and expand its balance sheet. Bank Returns Post Earnings (July 14, 2026) Bank Stocks Earnings Cheat Sheet - JULY 15 - ASML: Expected EPS around $7.92 on $10.25 billion revenue; bookings, EUV demand and updated AI-chip equipment guidance will matter most. - JULY 15 - JOHNSON & JOHNSON: Expected EPS around $2.86 on $25.02 billion revenue; watch pharmaceutical growth, medical-device demand and full-year guidance. - JULY 15 - MORGAN STANLEY: Expected EPS around $2.89 on $19.38 billion revenue; trading, investment banking and wealth-management inflows are the key numbers. - JULY 15 - BLACKROCK: Expected EPS around $12.59 on $6.80 billion revenue; assets under management, ETF flows and private-market fundraising will be in focus. - JULY 16 - TSMC: Expected EPS around $3.76-$3.77 on roughly $40 billion revenue; AI demand, gross margin and any increase to capital-spending guidance are critical. - JULY 16 - UNITEDHEALTH: Expected EPS around $4.84 on $110.8 billion revenue; medical-cost trends and the durability of full-year guidance are the main issues. - JULY 16 - GE AEROSPACE: Expected EPS around $1.85 on $11.8 billion revenue; engine deliveries, service revenue and supply-chain constraints will drive the reaction. - JULY 16 - NETFLIX: Expected EPS around $0.79 on $12.58 billion revenue; advertising growth, engagement and operating-margin guidance will matter more than subscribers. - JULY 17 - TRAVELERS: Expected EPS around $5.33 on roughly $11 billion revenue; catastrophe losses, insurance pricing and reserve development are the key swing factors. - JULY 17 - FIFTH THIRD: Expected EPS around $0.98 on $3.25 billion revenue; net-interest income, deposit costs and credit quality will be closely watched. WAYFAIR GOES PHYSICAL - Wayfair opened its second large-format store in Atlanta on March 31, following the 2024 debut of its 150,000-square-foot Wilmette, Illinois flagship. - The company is building a national store network, with Denver expected later in 2026 and Yonkers, Cincinnati and Princeton locations planned for 2027. - The stores combine furniture, decor, appliances and home-improvement products, giving customers a chance to test large purchases before ordering. - The strategy is a major reversal for an online-first retailer and is designed to increase brand awareness, reduce dependence on digital advertising and capture shoppers returning to physical stores. AI SOVEREIGN WEALTH FUND - PUBLIC OWNERSHIP DEBATE - Bernie Sanders introduced legislation requiring the largest AI companies to transfer 50% of their equity into a U.S. sovereign wealth fund. - The fund is projected by supporters to hold roughly $7 trillion and could finance annual public dividends and government services. - OpenAI has separately floated a much smaller proposal in which major AI companies would voluntarily contribute about 5% of their equity. - Supporters call it a way to share AI-created wealth; critics warn government ownership could discourage investment, distort regulation and reduce innovation. PSA  - That's what we do....CYCLOSPORIASIS OUTBREAK - CASES SURGE - Cyclosporiasis cases are rising across more than 30 states, with Michigan, Ohio and New York reporting particularly large increases. - The CDC reported at least 843 confirmed cases and 86 hospitalizations by July 9, but state totals and reporting delays suggest the real count is substantially higher. - Lettuce, salad greens and other fresh produce are being investigated, although officials have not identified a specific product, supplier or national recall. - The parasite causes prolonged or recurring watery diarrhea; washing produce may reduce risk, and persistent symptoms should prompt medical testing and treatment. HOW TO REDUCE CYCLOSPORIASIS RISK (FWIW) - Wash hands with soap before preparing food and after using the bathroom. - Rinse fresh fruits, vegetables and herbs thoroughly under running water; scrubbing helps but cannot guarantee removal. - Keep raw produce separate from unwashed items, dirty utensils and preparation surfaces. - When traveling in tropical or subtropical areas, use safe water and avoid raw produce you cannot peel yourself; routine chemical sanitizers may not kill Cyclospora. Love the Show? Then how about a Donation? PayPal.Donation.Button({ env: 'production', hosted_button_id: 'JJJHP2GDEJC7J', image: { src: 'https://www.paypalobjects.com/en_US/i/btn/btn_donateCC_LG.gif', alt: 'Donate with PayPal button', title: 'PayPal - The safer, easier way to pay online!' } }).render('#donate-button-2'); THE CLOSEST TO THE PIN for SpaceX (SPCX) Winners will be getting great stuff like the new "OFFICIAL" DHUnplugged Shirt!     FED AND CRYPTO LIMERICKS   See this week's stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter

The Life Legacy Podcast
Stop Managing Time, Start Prioritizing Attention and Intention | Richie Norton | Ep50

The Life Legacy Podcast

Play Episode Listen Later Jul 15, 2026 64:10


This episode features an emotional and deeply impactful conversation between Jaxon Cummings and entrepreneur, author, and speaker Richie Norton. What begins as a light introduction quickly shifts into a powerful discussion about life, loss, purpose, and redefining success.Richie shares the heartbreaking story of losing both his brother-in-law and later his infant son, Gavin. These experiences profoundly reshaped his perspective on life, shifting his focus away from traditional measures of success and toward prioritizing family, faith, and meaningful living.Through grief, Richie discovered that life is fragile and unpredictable, and that many people waste time chasing things that ultimately don't matter. He emphasizes designing a life where work supports your values—not replaces them—and encourages people to pursue time freedom, intentional living, and deeper human connection.The conversation blends tragedy with hope, offering insights into resilience, faith, and how to move forward after loss. Richie reframes grief as something you move through—not something you stay trapped in—and shares how his family continues to honor loved ones while building a purposeful life.Key Themes & TakeawaysLife Is Fragile (Not a Cliché)Tragedy makes it clear that “life is short” isn't just a saying—it's reality.Loss creates clarity about what truly matters.Redefining SuccessSuccess is not about working endlessly.Work should support your life, not consume it.Family, faith, and time freedom are the real goals.Grief as a Process (Not a Destination)“Grief is a tunnel, not a cave.”You must keep moving forward or risk getting stuck.Perspective Shift After LossSmall problems feel insignificant after experiencing real loss.It creates empathy while also reshaping priorities.Strength You Didn't Know You HadIn tragedy, people often discover an inner strength they didn't know existed.Resilience is revealed—not learned in comfort.Faith & Human ConnectionSometimes answers to prayers come through other people.Community and support play a critical role in healing.Intentional LivingDesign your life around:PeoplePersonal growthPlay/freedomDon't wait for a wake-up call to start living intentionally.Keeping Loved Ones Alive Through MemorySharing stories and memories keeps lost loved ones present in life.Grief can coexist with gratitude and joy.CONNECT WITH RICHIE NORTONInstagram - https://www.instagram.com/richie_norton/ Facebook - https://www.facebook.com/richienorton Website -https://richienorton.com/LinkedIn - https://www.linkedin.com/in/richardnorton/ LISTEN/WATCH/SUBSCRIBE TO THE “YOUR LIFE LEGACY PODCAST”*Apple Music - https://podcasts.apple.com/us/podcast/the-life-legacy-podcast/id1740167449 *Spotify - https://open.spotify.com/show/2Cd8XFP59Ar864GcaoEDxW *YouTube Podcasts - https://www.youtube.com/@thelifelegacypodcast  *Amazon Music Podcasts - https://music.amazon.com/podcasts/b1949e1f-a973-47da-b1e0-538945afa748/the-life-legacy-podcast *iHeartRadio Podcasts - https://www.iheart.com/podcast/269-the-life-legacy-podcast-165910407 CONNECT WITH “THE LIFE LEGACY PODCAST”*LinkedIn - https://www.linkedin.com/in/jaxon-cummings-%F0%9F%92%AD%F0%9F%8E%A5-24b40a149/ *Instagram - https://www.instagram.com/lifelegacypodcast/ *TikTok - https://www.tiktok.com/@lifelegacypodcast *YouTube - https://www.youtube.com/@thelifelegacypodcast *Facebook - https://www.facebook.com/profile.php?id=61558217934317 *Threads - https://www.threads.net/@lifelegacypodcast *X - https://twitter.com/lifelegacypod *Website -  https://your-life-legacy.com/ *Email for general messages - lifelegacypodcast@outlook.com *Collab with us - lifelegacypodcast@outlook.com*Sponsor Us - lifelegacypodcast@outlook.comPRODUCTION CREDITS:Recorded at Mindset Content Creation StudiosProduced by Tommy MooreBrought to you by Vodcasts by Tommy Moore Presents - https://www.instagram.com/vodcasts_by_tommymoore/

In Wheel Time - Cartalk Radio
Forgotten Sixties Cars | Underground Houston | Land Rover Sport Review

In Wheel Time - Cartalk Radio

Play Episode Listen Later Jul 15, 2026 20:01 Transcription Available


Some cars disappear so quietly you don't realize they mattered until they're gone. We kick things off by digging into forgotten 1960s cars that used to be everywhere, including the Plymouth Valiant Signet, Rambler American, Mercury Meteor, Chevrolet Biscayne, Mercury Comet Cyclone, and the Oldsmobile F-85 Jetfire. These aren't just trivia picks, they're a reminder that “popular” and “memorable” aren't the same thing, and that practicality can be the fastest path to being overlooked in car culture.Then we take a hard left turn into Houston Hidden Underground, because the most surprising stories aren't always on the surface. We talk through what's beneath Houston's streets, from the Buffalo Bayou Cistern, an enormous former drinking-water reservoir with a jaw-dropping footprint and echo-filled atmosphere, to the downtown Houston tunnel system that now spans miles. Heat, humidity, thunderstorms, and daily convenience all shape how this underground city evolved.We wrap with a modern luxury counterpoint: our 2025 Land Rover Range Rover plug-in hybrid review (Range Rover Sport Dynamic SE PHEV). We cover the sleek conservative design, the cabin feel, infotainment quirks, and the big headline numbers: a 3.0-liter inline-six with serious horsepower and torque, towing capability, and a ride that sets a high bar thanks to the air suspension. We also stack it up against plug-in hybrid competitors like the BMW X5 PHEV, Lexus TX PHEV, and Mercedes GLE PHEV, then finish with quick automotive history notes to put today's cars in context.If you like smart car talk with real details and a few laughs, subscribe, share the show with a friend, and leave a review. What's a “forgotten” car you'd still drive today?Be sure to subscribe for more In Wheel Time Car Talk!The Lupe' Tortilla RestaurantsLupe Tortilla in Katy, Texas Gulf Coast Auto ShieldPaint protection, tint, and more!Disclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.----  ----- Want more In Wheel Time car talk any time?     In Wheel Time is now available on Audacy!  Just go to Audacy.com/InWheelTime where ever you are.-----   -----Be sure to subscribe on your favorite podcast provider for the next episode of In Wheel Time Podcast and check out our live multiplatform broadcast every Saturday, 10a - 12nCT simulcasting on Audacy, YouTube, Facebook, Twitter, Twitch and InWheelTime.com.In Wheel Time Podcast can be heard on you mobile device from providers such as:Apple Podcasts, Amazon Music Podcast, Spotify, SiriusXM Podcast, iHeartRadio podcast, TuneIn + Alexa, Podcast Addict, Castro, Castbox, YouTube Podcast and more on your mobile device.Follow InWheelTime.com for the latest updates!Twitter: https://twitter.com/InWheelTimeInstagram: https://www.instagram.com/inwheeltime/https://www.youtube.com/inwheeltimehttps://www.Facebook.com/InWheelTimeFor more information about In Wheel Time Podcast, email us at info@inwheeltime.com

In Wheel Time - Cartalk Radio
Raptor T1 Meets The Desert

In Wheel Time - Cartalk Radio

Play Episode Listen Later Jul 14, 2026 29:46 Transcription Available


A Dakar-designed Ford Raptor T1 is about to find out what American desert racing feels like, and we're here for every gritty detail. We sit down with Matt Martelli, CEO of Unlimited Off-Road Racing, to talk about why Ford chose the Casey Folks Vegas to Reno run for the Raptor T1's American debut and what makes this run so different from the rough-and-tumble world of Baja-style courses. Think long distance, high speed, and a 550-mile day that stresses cooling, electrical systems, and durability in a way most racing formats never touch.We also get into the fun rabbit holes only off-road racing can create: what “unlimited” really means when trucks push 1,000-plus horsepower, 40-inch tires, and suspension travel measured in feet, not inches. Matt shares why the sport still leaves room for the garage-built crowd alongside multi-million-dollar teams, and we revisit the roots of short course and stadium racing through the legacy of Mickey Thompson. If you love motorsports history, fabrication culture, and the way racing tech shapes production vehicles like the Raptor and Bronco, this one hits hard.Then we pivot to the headlines: a Ford worker fired over a $1.95 cookie, and the growing trend of drivers downgrading from premium gas to regular to save money. We break down what modern ECUs and knock sensors actually do, when premium is required versus recommended, and why the real tradeoff is often performance, not instant damage.Listen now, subscribe so you don't miss the next drop, and if you enjoyed the show, share it with a fellow car nerd and leave us a quick review. What would you want to watch most: the Raptor T1's pace or the in-car Starlink view?Be sure to subscribe for more In Wheel Time Car Talk!The Lupe' Tortilla RestaurantsLupe Tortilla in Katy, Texas Gulf Coast Auto ShieldPaint protection, tint, and more!Disclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.----  ----- Want more In Wheel Time car talk any time?     In Wheel Time is now available on Audacy!  Just go to Audacy.com/InWheelTime where ever you are.-----   -----Be sure to subscribe on your favorite podcast provider for the next episode of In Wheel Time Podcast and check out our live multiplatform broadcast every Saturday, 10a - 12nCT simulcasting on Audacy, YouTube, Facebook, Twitter, Twitch and InWheelTime.com.In Wheel Time Podcast can be heard on you mobile device from providers such as:Apple Podcasts, Amazon Music Podcast, Spotify, SiriusXM Podcast, iHeartRadio podcast, TuneIn + Alexa, Podcast Addict, Castro, Castbox, YouTube Podcast and more on your mobile device.Follow InWheelTime.com for the latest updates!Twitter: https://twitter.com/InWheelTimeInstagram: https://www.instagram.com/inwheeltime/https://www.youtube.com/inwheeltimehttps://www.Facebook.com/InWheelTimeFor more information about In Wheel Time Podcast, email us at info@inwheeltime.com

In Wheel Time - Cartalk Radio
Modern Tech Upgrades For A C5 Corvette Without Cutting

In Wheel Time - Cartalk Radio

Play Episode Listen Later Jul 13, 2026 31:21 Transcription Available


Your car doesn't just get you places, it reveals what you're willing to put up with. We're back on the In Wheel Time car talk show and we jump straight into a question every owner of an older performance car eventually faces: do you modernize it, or do you move on? Don's 2001 C5 Corvette still has that old-school factory setup, so we talk through the real-world appeal of a modern aftermarket display with Bluetooth and Android Auto, and whether a $500 upgrade makes sense if the car only comes out once in a while. From there, the conversation widens into used car buying decisions that have nothing to do with bragging rights and everything to do with comfort, reliability, and how your body feels getting in and out of the driver's seat. We also get honest about turbocharged four-cylinder engines and turbo lag, especially when the transmission tuning doesn't match the way people actually drive in heavy city traffic. If you've ever needed the power now to clear an intersection, you'll know exactly why this matters. Then we shift gears into pure car culture: Jeff runs through overlooked 1960s cars most people forgot, from sensible compacts to oddball engineering like the Mercury Breezeway rear window and the early-turbo Oldsmobile F-85 Jetfire. Mike takes us underground for a Houston driving destinations segment featuring the Buffalo Bayou Park Cistern and the downtown Houston tunnel system, a hidden way to escape heat and storms without leaving the city core. Subscribe for more car talk, share this with a friend who's debating their next ride, and leave us a review if you want more straight answers. What's the smartest upgrade you've ever made to an older car?Be sure to subscribe for more In Wheel Time Car Talk!The Lupe' Tortilla RestaurantsLupe Tortilla in Katy, Texas Gulf Coast Auto ShieldPaint protection, tint, and more!Disclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.----  ----- Want more In Wheel Time car talk any time?     In Wheel Time is now available on Audacy!  Just go to Audacy.com/InWheelTime where ever you are.-----   -----Be sure to subscribe on your favorite podcast provider for the next episode of In Wheel Time Podcast and check out our live multiplatform broadcast every Saturday, 10a - 12nCT simulcasting on Audacy, YouTube, Facebook, Twitter, Twitch and InWheelTime.com.In Wheel Time Podcast can be heard on you mobile device from providers such as:Apple Podcasts, Amazon Music Podcast, Spotify, SiriusXM Podcast, iHeartRadio podcast, TuneIn + Alexa, Podcast Addict, Castro, Castbox, YouTube Podcast and more on your mobile device.Follow InWheelTime.com for the latest updates!Twitter: https://twitter.com/InWheelTimeInstagram: https://www.instagram.com/inwheeltime/https://www.youtube.com/inwheeltimehttps://www.Facebook.com/InWheelTimeFor more information about In Wheel Time Podcast, email us at info@inwheeltime.com

In Wheel Time - Cartalk Radio
Why Cars Dropped Gas Caps And What Replaced Them

In Wheel Time - Cartalk Radio

Play Episode Listen Later Jul 10, 2026 29:30 Transcription Available


You've probably noticed it at the pump: no more twisting off a grimy gas cap, no more second-guessing whether it clicked tight enough, and fewer random check engine lights tied to EVAP leaks. We dig into the real reasons capless fuel systems took over, from tighter emissions standards and better vapor sealing to cleaner fueling, added security through the locking system, and smart designs that help prevent misfueling with the wrong nozzle. We also talk honestly about the drawbacks drivers report, like worn pump nozzles that don't always seal perfectly and the occasional premature shutoff during fueling.Then we hit the fun stuff that makes car culture so addictive. NASCAR success doesn't stay on the track, it shows up in real estate: castle-like mansions, pirate-themed escapes, trophy-room garages, equestrian estates, and big-city condos with luxury finishes. It's a quick tour of how speed, sponsors, and wins can turn into some truly wild housing choices.We round it out with a rapid-fire mix of engineering and ownership tips: standout U.S. tunnels and what makes them historic, futuristic regenerative tires that aim to replenish tread using smart materials, and a practical guide to car battery shopping with cold cranking amps and warranty realities in mind. Plus, a nostalgic deep dive into white letter tires, how raised lettering differs from painted letters, and what it takes to keep them looking sharp.If you like smart car talk with facts, laughs, and usable takeaways, subscribe, share this with a friend who lives at the gas pump, and leave a review so more drivers can find us.Be sure to subscribe for more In Wheel Time Car Talk!----  ----- Want more In Wheel Time car talk any time?     In Wheel Time is now available on Audacy!  Just go to Audacy.com/InWheelTime where ever you are.-----   -----Be sure to subscribe on your favorite podcast provider for the next episode of In Wheel Time Podcast and check out our live multiplatform broadcast every Saturday, 10a - 12nCT simulcasting on Audacy, YouTube, Facebook, Twitter, Twitch and InWheelTime.com.In Wheel Time Podcast can be heard on you mobile device from providers such as:Apple Podcasts, Amazon Music Podcast, Spotify, SiriusXM Podcast, iHeartRadio podcast, TuneIn + Alexa, Podcast Addict, Castro, Castbox, YouTube Podcast and more on your mobile device.Follow InWheelTime.com for the latest updates!Twitter: https://twitter.com/InWheelTimeInstagram: https://www.instagram.com/inwheeltime/https://www.youtube.com/inwheeltimehttps://www.Facebook.com/InWheelTimeFor more information about In Wheel Time Podcast, email us at info@inwheeltime.com

In Wheel Time - Cartalk Radio
What If The Economy Is Fine And Cars Prove It?

In Wheel Time - Cartalk Radio

Play Episode Listen Later Jul 9, 2026 30:24 Transcription Available


Gas is “down” in Southern California and it's still in the high fives per gallon, so we start with the kind of reality check every driver understands. Then we zoom out and ask the bigger question: if the economy is supposedly struggling, why are people still buying so many cars, and why are they paying around $50,000 on average for a new one? We cut through the noise and follow the money, the demand, and the on-the-ground market signals. We also bring you inside the modern manufacturing machine with a firsthand look at Hyundai and Kia operations in Georgia, including what it means when production targets and EV plans get reshaped by real-world demand. From the Kia Sportage Hybrid story to the sheer logistics of moving thousands of vehicles by rail and truck, we talk about how the auto industry actually works when it's running at scale, and why that matters to pricing, availability, and what shows up on dealer lots. Then it gets personal and practical: used car shopping that turns into a sea of options, the hunt for value, and why the Chevy Trax keeps coming up as one of the few genuinely affordable new crossovers that still feels modern. We dig into regional buying patterns, why certain brands are rare in certain states, and the ongoing argument between turbocharged efficiency and the kind of naturally aspirated V8 horsepower that people still crave, especially with Stellantis signaling a return to more muscle. Finally, we shift into pure car culture with tips on Texas swap meets and a fascinating tour of abandoned Detroit car factories that still hold the fingerprints of the Motor City era. If you like smart market talk, real enthusiast opinions, and stories that connect today's cars to yesterday's industry, hit play. Subscribe, share this with a car friend, and leave us a quick review so more listeners can find the show.Be sure to subscribe for more In Wheel Time Car Talk!----  ----- Want more In Wheel Time car talk any time?     In Wheel Time is now available on Audacy!  Just go to Audacy.com/InWheelTime where ever you are.-----   -----Be sure to subscribe on your favorite podcast provider for the next episode of In Wheel Time Podcast and check out our live multiplatform broadcast every Saturday, 10a - 12nCT simulcasting on Audacy, YouTube, Facebook, Twitter, Twitch and InWheelTime.com.In Wheel Time Podcast can be heard on you mobile device from providers such as:Apple Podcasts, Amazon Music Podcast, Spotify, SiriusXM Podcast, iHeartRadio podcast, TuneIn + Alexa, Podcast Addict, Castro, Castbox, YouTube Podcast and more on your mobile device.Follow InWheelTime.com for the latest updates!Twitter: https://twitter.com/InWheelTimeInstagram: https://www.instagram.com/inwheeltime/https://www.youtube.com/inwheeltimehttps://www.Facebook.com/InWheelTimeFor more information about In Wheel Time Podcast, email us at info@inwheeltime.com

DH Unplugged
DHunplugged #809: He’s Selling Bitcoin!

DH Unplugged

Play Episode Listen Later Jul 8, 2026 62:44


Starting off July on a Wobble SpaceX added to NAZ100 Oil prices drifting lower – Gas at the pump? JOBS Number – Odd Move Saylor is selling Bitcoin! PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? PayPal.Donation.Button({ env:'production', hosted_button_id:'JJJHP2GDEJC7J', image: { src:'https://www.paypalobjects.com/en_US/i/btn/btn_donateCC_LG.gif', alt:'Donate with PayPal button', title:'PayPal - The safer, easier way to pay online!', } }).render('#donate-button'); Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm-Up - JOBS Number - Odd Move - Saylor is selling Bitcoin! - VEGGIE ALERT! - US RESUMES POWERFUL STRIKES ON IRAN (Is this still a ceasefire?) Markets - Starting off July on a Wobble - SpaceX added to NAZ100 - Oil prices drifting lower - Gas at the pump? - Oracle - Canary? World Cup? - USA is out... (Bad goalie move last night) IRAN - Looks like war is back on - at least for tonight - Oil rises about 3% on the news - US revokes Iran's ability to sell oil around the world - Markets don't seem overly concerned - VIX still low at 16 - Odds that this will be more than a quick in and out? --- Could it be that Iran was waiting until after the Funeral? JOBS COOL, FED STILL HOT - June payrolls came in at +57,000, well under the +110,000 estimate. - April and May were revised down by a combined 74,000 jobs. - Unemployment slipped to 4.2%, but not for the best reason: the labor force shrank by 720,000 people. - Labor-force participation fell to 61.5%, the lowest in more than five years. - Leisure and hospitality lost 61,000 jobs, a notable hit to the consumer-service economy. - Average hourly earnings rose $0.13 in June. - Fed setup: weaker hiring argues for patience, but inflation is still above target, so the market is back to parsing every Fed sentence. - - Fed Funds Futures Now only ONE Raise by Year-End DOW RECORD, NASDAQ WOBBLE - The Dow closed at a record 52,900.07 after the soft jobs report cooled near-term rate-hike fear. - S&P 500 finished roughly flat. - Nasdaq fell about 0.8% as chip stocks dragged the tape lower. - The Philadelphia Semiconductor Index dropped more than 5% on July 2. - Apple rose nearly 5% on iPhone launch optimism. - Nvidia and other AI/chip names stayed volatile after a huge first-half run. - Goldman client data showed hedge funds dumped tech hardware and semiconductor exposure for a fourth straight week. - The issue is not "AI is dead"; the issue is when all the AI capex turns into visible returns. TESLA BEATS DELIVERIES, STOCK STILL GETS HIT - Tesla delivered 480,126 vehicles in Q2, a record quarter and above Wall Street expectations. - Production was 451,758 vehicles. - Model 3/Y made up 467,762 deliveries. - Other models were only 12,364. - Energy storage deployments were 13.5 GWh. - Shares fell about 7.5% after the report, the worst one-day drop in roughly a year. - Pressure points: margin worries, price cuts, demand sustainability, and the market questioning whether the EV story is enough at a very rich valuation. - As of Monday afternoon, TSLA was around $420 with a market cap near $1.49 trillion and a trailing P/E around 385. MORE MUSK - TESLA PUTS AI ON A BUDGET - Tesla reportedly capped employee spending on third-party AI tools at $200 per week starting July 6. - Grok was reportedly exempt from the cap. - Setup: Tesla wants employees using AI, but not running up unlimited outside-token bills. - Cost-control angle: AI is becoming a normal operating expense, not a science project. - Funny part: even at Tesla, the AI bill apparently needs a limiter. NVIDIA SERVER DELAY NOISE - Nvidia shares held up despite reports of delays tied to its next AI server architecture. - SemiAnalysis reportedly said Nvidia's Kyber architecture could slip by up to 12 months into 2028. - Nvidia pushed back and said its development roadmap is unchanged. - Mizuho called the delay report "noise" and said it was not a material issue for the stock. - NOTE:  Story is still report-driven, not company-confirmed. ORACLE - CANARY? - Oracle's stock fell 19% this week, the steepest drop since August 2001, the depths of the dot-com bust. - The company's capital expenditures surged 162% in the latest fiscal year, with almost $24 billion in negative free cash flow and $130 billion in debt. - Co-founder Larry Ellison has fallen behind the Google co-founders, Amazon's Jeff Bezos and Michael Dell on the list of the world's richest people. - After the company reached a peak market cap of $900 billion in September, on enthusiasm about Oracle's AI customers, the stock has lost about 55% of its value. - The crux of the problem is that for Oracle to fulfill its AI infrastructure commitment, primarily to OpenAI, it's having to raise record amounts of debt, creating balance sheet risk while focusing on lower-margin offerings. SPACEX ENTERS THE INDEX MACHINE - SpaceX is set to join the Nasdaq-100 on Tuesday after its recent IPO. - The company's valuation is around $2.1 trillion. - Its Nasdaq-100 weight will initially be under 1% because of limited public float. - Index-tracking funds tied to the Nasdaq-100 will need exposure, creating automatic demand. - Key issue: big valuation, small float, forced index buying. - Watch the lockup calendar: index inclusion can create near-term demand, but employee and insider selling later can change the supply picture. - Podcast angle: retail gets "SpaceX exposure" through QQQ, but not necessarily much exposure at first. STRATEGY SELLS BITCOIN TO PAY THE BILLS - Strategy sold 3,588 bitcoin last week for about $216 million. - Proceeds are being used for preferred-stock dividends and dollar reserves. - The company still holds 843,775 bitcoin, valued around $52 billion. - Q2 included an $8.32 billion paper loss tied to bitcoin weakness. - The company's average bitcoin purchase price is around $75,476. - Recent sale prices were around $59,000 to $61,000. - Funny part: the former "never sell" bitcoin treasury poster child is now selling bitcoin to service the capital structure. - Watch for copycats: any company that copied the bitcoin-treasury model may face the same liquidity math if crypto stays weak. MICROSOFT CUTS AGAIN - Microsoft said it will cut about 4,800 jobs. - Shares slipped nearly 1%. - Job cuts landed while investors are still rewarding AI spending. - The message? spend heavy on AI, cut elsewhere. --- Yes, AI is killing jobs... SERVICES HOLD AT 54 - ISM non-manufacturing PMI came in at 54.0. - Result matched expectations. - Reading above 50 means services activity is still expanding. - Market took it as firm enough for growth, not hot enough to force an immediate Fed move. EARNINGS SEASON STARTER - Delta and PepsiCo report this week. - Levi Strauss also reports this week. - Delta is the read on travel, premium demand, fuel, and consumer resilience. - PepsiCo is the read on snack pricing, volume, and lower-income consumer pressure. - Q2 earnings bar is high after the market's strong second-quarter rally. OIL BACK TO PRE-IRAN WAR LEVELS - Brent settled around $71.99. - WTI settled around $68.55. - OPEC+ approved another output-target increase for August, adding 188,000 barrels per day. - Since April, planned increases add up to nearly 800,000 barrels per day. - Crude exports through the Strait of Hormuz are recovering, taking some geopolitical premium out of the market. - Saudi Arabia cut official selling prices, another sign the market is shifting from shortage panic to buyer resistance. - Good for headline inflation if it sticks; bad for energy bulls who were pricing war-premium oil. SPR DRAWDOWN - U.S. Strategic Petroleum Reserve fell by 6.2 million barrels. - SPR level is now 319.5 million barrels. - That is the lowest level since April 1983. - Drawdown comes while oil prices are easing and OPEC+ is adding supply. - Energy setup: lower crude helps inflation, but reserve levels are historically thin. MORE OIL - CHINA BUYS THE DIP - China stepped up Middle East oil purchases as prices fell. - Saudi Arabia cut export prices to Asia to a six-year low. - Brent settled at $71.99. - WTI settled at $68.55. - OPEC+ approved another August production increase of 188,000 barrels per day. - Planned OPEC+ supply increases since April now total nearly 800,000 barrels per day. - Lower oil supports disinflation but raises questions about global demand. VEGGIE ALERT Item Status Asparagus ESCALATED Artichokes EXTREME Cantaloupe EXTREME Fennel (Anise) EXTREME Green Leaf / Red Leaf Lettuce ESCALATED Honeydews EXTREME Iceberg Lettuce EXTREME Limes (175's and larger) ESCALATED Green Bell Peppers ESCALATED Romaine Lettuce EXTREME Romaine Hearts EXTREME White Asparagus ESCALATED Snacking Tomatoes (Grape & Cherry) ESCALATED   PUBLIC SERVICE ANNOUNCEMENT - Conair Recalls Over One Million Cuisinart Grill Brushes Due to Ingestion Hazard - Product: Metal Wire Bristle Grill Brushes - 1 Million or so - BUT none of these are any good..... CHINA NOT MESSING AROUND - A Chinese court handed a rare death sentence to a former official on corruption charges, in a severe punishment underscoring the intensity of President Xi Jinping's anti-graft crackdown. - Yang Youlin, a former vice director of an economic zone in the eastern city of Nanjing, was sentenced to death on Monday for taking more than 2.21 billion yuan ($325 million) of bribes between 2013 and 2023, according to the state broadcaster China Central Television. - Yang was found guilty also of embezzlement, abuse of power and money laundering. His crimes were “exceptionally grave” and caused massive losses, warranting the capital sentence, CCTV reported, citing the Changzhou Intermediate People's Court in Jiangsu province. DRONES - Dronemaker AeroVironment reported fourth-quarter earnings that beat on the top and bottom lines. - The company's funded backlog of $1.2 billion was up substantially over last year, but grew only slightly from the $1.1 billion last quarter. - Autonomous systems were a strong point with revenue of $492 million that beat the $402 million StreetAccount expectation.   Love the Show? Then how about a Donation? PayPal.Donation.Button({ env: 'production', hosted_button_id: 'JJJHP2GDEJC7J', image: { src: 'https://www.paypalobjects.com/en_US/i/btn/btn_donateCC_LG.gif', alt: 'Donate with PayPal button', title: 'PayPal - The safer, easier way to pay online!' } }).render('#donate-button-2'); THE CLOSEST TO THE PIN for SpaceX (SPCX) Winners will be getting great stuff like the new "OFFICIAL" DHUnplugged Shirt!     FED AND CRYPTO LIMERICKS   See this week's stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter

In Wheel Time - Cartalk Radio
Inside The 2026 Jeep Grand Cherokee Summit L From Trims To Real-World Impressions

In Wheel Time - Cartalk Radio

Play Episode Listen Later Jul 8, 2026 5:31 Transcription Available


A three-row SUV that looks traditional can still feel shockingly upscale once you shut the door and settle in. We take you through Don Armstrong's drive of the 2026 Jeep Grand Cherokee, focusing on what actually matters when you're spending real money: design, comfort, tech, power delivery, ride quality, and where the value lands once the window sticker gets involved.We walk through the trim lineup, then zoom in on the Grand Cherokee L Summit 4x4 configuration with three rows and seating for six. The exterior earns praise for its clean, conservative Jeep look and familiar seven-slot grille, but we also talk honestly about why the design is starting to feel ready for a bigger modern update. Inside is where the Grand Cherokee makes its strongest argument, with standout materials, excellent fit and finish, and a cabin that feels legitimately premium. The one catch: the newer infotainment system isn't as intuitive as the previous version, and it can take time to get comfortable with it.Then we get into the numbers and the feel. The turbocharged 2.0-liter four-cylinder makes a headline-grabbing 324 horsepower and 332 lb-ft of torque, paired with an 8-speed automatic and a tow rating around 6,200 pounds. MPG is rated at 20 city and 25 highway, and we share a real-world 21.1 mpg result over more than 400 miles. We also call out the downside that surprised us most: turbo lag that shows up in certain situations. Finally, we explain why the air ride suspension is a must-have for a “smooth as glass” ride, break down pricing from roughly $40K to a $72,770 as-tested sticker, compare rivals like the Hyundai Palisade and Toyota Grand Highlander, and tease next week's review of the Land Rover Range Rover Hybrid. Subscribe, share this with a fellow SUV shopper, and leave a review with your biggest dealbreaker: price, tech, or power delivery?Be sure to subscribe for more In Wheel Time Car Talk!The Lupe' Tortilla RestaurantsLupe Tortilla in Katy, Texas Gulf Coast Auto ShieldPaint protection, tint, and more!Disclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.----  ----- Want more In Wheel Time car talk any time?     In Wheel Time is now available on Audacy!  Just go to Audacy.com/InWheelTime where ever you are.-----   -----Be sure to subscribe on your favorite podcast provider for the next episode of In Wheel Time Podcast and check out our live multiplatform broadcast every Saturday, 10a - 12nCT simulcasting on Audacy, YouTube, Facebook, Twitter, Twitch and InWheelTime.com.In Wheel Time Podcast can be heard on you mobile device from providers such as:Apple Podcasts, Amazon Music Podcast, Spotify, SiriusXM Podcast, iHeartRadio podcast, TuneIn + Alexa, Podcast Addict, Castro, Castbox, YouTube Podcast and more on your mobile device.Follow InWheelTime.com for the latest updates!Twitter: https://twitter.com/InWheelTimeInstagram: https://www.instagram.com/inwheeltime/https://www.youtube.com/inwheeltimehttps://www.Facebook.com/InWheelTimeFor more information about In Wheel Time Podcast, email us at info@inwheeltime.com

The Life Legacy Podcast
Why Helping Others Win Is the Ultimate Success | Bronson Kaufusi | Ep 48

The Life Legacy Podcast

Play Episode Listen Later Jul 7, 2026 88:49


In this episode of the Life Legacy Podcast, host Jaxon Cummings sits down with former NFL player Bronson Kaufusi to explore the deeper principles that have shaped his life, career, and mindset. Bronson shares how his passion for seeing others succeed stems from a competitive yet team-oriented upbringing, where he learned the value of celebrating others' wins.The conversation dives into the powerful idea of “standing on the shoulders of giants,” as Bronson reflects on the sacrifices of his ancestors—particularly his father's journey from Tonga to the NFL. These stories highlight gratitude, perspective, and the responsibility to maximize the opportunities we've been given.Bronson emphasizes the importance of relationships, integrity, and showing up for others as foundational principles for success in both sports and business. Drawing from his experience as a coach's son and professional athlete, he explains how trust is built through consistency, listening, and genuine care.The episode ultimately centers on legacy—how family influence, proximity to strong role models, and intentional mentorship shape who we become. Bronson reinforces that true success isn't just about personal achievement, but about lifting others, honoring those who came before us, and creating meaningful impact through relationships.Key Themes & TakeawaysWinning Through Others – True fulfillment comes from helping others succeed, not just personal victories.“Shoulders of Giants” Mindset – Gratitude for ancestors' sacrifices creates urgency and purpose.Power of Perspective – Modern struggles are often small compared to past generations' hardships.Relationships Over Everything – Success without meaningful relationships is empty.Trust is Earned by Showing Up – Consistency and reliability build credibility.Listening Beyond Words – Understanding people's hearts is key to deep connection.Proximity is Power – Being around high performers shapes behavior and standards.Parenting & Mentorship – Exposure to the right voices influences growth more than instruction alone.Integrity as a Foundation – Doing what you say builds long-term success.Athlete Mindset in Life – Discipline, teamwork, and resilience translate beyond sports.CONNECT WITH BRONSON KAUFUSI*LinkedIn - https://www.linkedin.com/in/bronsonkaufusi/ *Instagram - https://www.instagram.com/bkaufusi90/ *Website - https://www.harrisinvestmentgroup.com *Non-Profit - https://www.charityofchampionsutah.com/ LISTEN/WATCH/SUBSCRIBE TO THE “YOUR LIFE LEGACY PODCAST”*Apple Music - https://podcasts.apple.com/us/podcast/the-life-legacy-podcast/id1740167449 *Spotify - https://open.spotify.com/show/2Cd8XFP59Ar864GcaoEDxW *YouTube Podcasts - https://www.youtube.com/@thelifelegacypodcast  *Amazon Music Podcasts - https://music.amazon.com/podcasts/b1949e1f-a973-47da-b1e0-538945afa748/the-life-legacy-podcast *iHeartRadio Podcasts - https://www.iheart.com/podcast/269-the-life-legacy-podcast-165910407 CONNECT WITH “THE LIFE LEGACY PODCAST”*LinkedIn - https://www.linkedin.com/in/jaxon-cummings-%F0%9F%92%AD%F0%9F%8E%A5-24b40a149/ *Instagram - https://www.instagram.com/lifelegacypodcast/ *TikTok - https://www.tiktok.com/@lifelegacypodcast *YouTube - https://www.youtube.com/@thelifelegacypodcast *Facebook - https://www.facebook.com/profile.php?id=61558217934317 *Threads - https://www.threads.net/@lifelegacypodcast *X - https://twitter.com/lifelegacypod *Website -  https://your-life-legacy.com/ *Email for general messages - lifelegacypodcast@outlook.com *Collab with us - lifelegacypodcast@outlook.com*Sponsor Us - lifelegacypodcast@outlook.comPRODUCTION CREDITS:Recorded at Mindset Content Creation StudiosProduced by Tommy MooreBrought to you by Vodcasts by Tommy Moore Presents - https://www.instagram.com/vodcasts_by_tommymoore/HASHTAGS#TheLifeLegacyPodcast    #jaxoncummings   #tommymoorepresents   #personaldocumentaries 

In Wheel Time - Cartalk Radio
2026 SUV And EV Reality Check

In Wheel Time - Cartalk Radio

Play Episode Listen Later Jul 7, 2026 30:44 Transcription Available


Touchscreens are getting bigger, buttons are disappearing, and electrification is rewriting what “good value” even means in a new car. We put all of that to the test by driving a lineup that spans luxury, mainstream EV, full-size towing muscle, and sporty sedan practicality, then calling out what impressed us and what would drive us crazy after a month of ownership.We start with the 2026 Lexus RX 450H Plus, a plug-in hybrid SUV with standout styling, a high-end cabin, and the kind of premium audio that makes you take the long way home. Then we get real about the PHEV catch: if you do not plug it in, you may be paying for capability you never use. From there we jump to the 2026 Chevy Equinox EV RS, a sharp-looking electric SUV that keeps the controls surprisingly approachable, delivers smooth ride quality, and raises the big EV question: is today's range enough, or are we all still waiting for the “bigger battery” version?We also climb into the 2025 Ford Expedition Tremor 4x4, an aircraft-carrier-sized SUV with serious torque and towing capacity, and we talk about why a hybrid could be the perfect fix for its fuel economy. After that, the 2026 Mazda 3 Turbo Premium Plus reminds us how much fun a compact sedan can be, even as we wish for a refresh and simpler infotainment. Finally, the all-new 2026 Subaru Uncharted EV surprises us with great proportions and real punch, while its range sparks an honest debate about what “urban EV” should deliver.If you care about real-world MPG, EV range, towing ratings, pricing, and the small design decisions that make a car easy or annoying to live with, hit play. Subscribe, share this with a car shopper, and leave a review with the one feature you refuse to buy without.Be sure to subscribe for more In Wheel Time Car Talk!The Lupe' Tortilla RestaurantsLupe Tortilla in Katy, Texas Gulf Coast Auto ShieldPaint protection, tint, and more!Disclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.----  ----- Want more In Wheel Time car talk any time?     In Wheel Time is now available on Audacy!  Just go to Audacy.com/InWheelTime where ever you are.-----   -----Be sure to subscribe on your favorite podcast provider for the next episode of In Wheel Time Podcast and check out our live multiplatform broadcast every Saturday, 10a - 12nCT simulcasting on Audacy, YouTube, Facebook, Twitter, Twitch and InWheelTime.com.In Wheel Time Podcast can be heard on you mobile device from providers such as:Apple Podcasts, Amazon Music Podcast, Spotify, SiriusXM Podcast, iHeartRadio podcast, TuneIn + Alexa, Podcast Addict, Castro, Castbox, YouTube Podcast and more on your mobile device.Follow InWheelTime.com for the latest updates!Twitter: https://twitter.com/InWheelTimeInstagram: https://www.instagram.com/inwheeltime/https://www.youtube.com/inwheeltimehttps://www.Facebook.com/InWheelTimeFor more information about In Wheel Time Podcast, email us at info@inwheeltime.com

In Wheel Time - Cartalk Radio
Indy's Fastest Decade

In Wheel Time - Cartalk Radio

Play Episode Listen Later Jul 6, 2026 30:59 Transcription Available


Be sure to subscribe for more In Wheel Time Car Talk!The Lupe' Tortilla RestaurantsLupe Tortilla in Katy, Texas Gulf Coast Auto ShieldPaint protection, tint, and more!Disclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.----  ----- Want more In Wheel Time car talk any time?     In Wheel Time is now available on Audacy!  Just go to Audacy.com/InWheelTime where ever you are.-----   -----Be sure to subscribe on your favorite podcast provider for the next episode of In Wheel Time Podcast and check out our live multiplatform broadcast every Saturday, 10a - 12nCT simulcasting on Audacy, YouTube, Facebook, Twitter, Twitch and InWheelTime.com.In Wheel Time Podcast can be heard on you mobile device from providers such as:Apple Podcasts, Amazon Music Podcast, Spotify, SiriusXM Podcast, iHeartRadio podcast, TuneIn + Alexa, Podcast Addict, Castro, Castbox, YouTube Podcast and more on your mobile device.Follow InWheelTime.com for the latest updates!Twitter: https://twitter.com/InWheelTimeInstagram: https://www.instagram.com/inwheeltime/https://www.youtube.com/inwheeltimehttps://www.Facebook.com/InWheelTimeFor more information about In Wheel Time Podcast, email us at info@inwheeltime.com

In Wheel Time - Cartalk Radio
Ford Recalls And Collector Car Reality Check

In Wheel Time - Cartalk Radio

Play Episode Listen Later Jul 3, 2026 30:24 Transcription Available


A recall list can feel like boring paperwork until you realize it's your brakes, your lights, your transmission, and the way your vehicle behaves when you think it's safely parked. We kick things off with a Ford-heavy slate of safety recalls, talking through what's affected and why issues like daytime running light behavior, window reversal systems, hands-off detection alerts, unintended vehicle movement, and unexpected downshifts matter for real drivers and real families. Then we jump into the most addictive way to understand the collector car market: our “Guess What The Hemmings Car Sold For” game. We size up everything from a clean 1986 Chevrolet K10 square body to a heavily modified 1941 Cadillac, an '86 Monte Carlo, a 2005 Chevrolet SSR, and more. The results are a reminder that auction prices are a cocktail of condition, originality, restoration quality, nostalgia, and timing and that one outlier sale can reset expectations overnight. Yes, the 1966 Ford Bronco number is as wild as you've heard. From there, we round out the car talk with weekend racing plans (including NASCAR at Sonoma and holiday-week events), quick auto history that connects past innovation to today's engineering, and the headlines shaping the buying landscape: a Tesla crash investigation, Nissan governance drama, the steady shift toward hybrid vehicles, and why new car prices keep climbing. If you're trying to make sense of recalls, trends, and what cars are really worth right now, you'll feel right at home with us. Subscribe for weekly car talk, share this with a friend who loves auctions and track weekends, and leave a review to help more listeners find the show. What's the one car you'd overpay for if you found the right one?Be sure to subscribe for more In Wheel Time Car Talk!The Lupe' Tortilla RestaurantsLupe Tortilla in Katy, Texas Gulf Coast Auto ShieldPaint protection, tint, and more!Disclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.----  ----- Want more In Wheel Time car talk any time?     In Wheel Time is now available on Audacy!  Just go to Audacy.com/InWheelTime where ever you are.-----   -----Be sure to subscribe on your favorite podcast provider for the next episode of In Wheel Time Podcast and check out our live multiplatform broadcast every Saturday, 10a - 12nCT simulcasting on Audacy, YouTube, Facebook, Twitter, Twitch and InWheelTime.com.In Wheel Time Podcast can be heard on you mobile device from providers such as:Apple Podcasts, Amazon Music Podcast, Spotify, SiriusXM Podcast, iHeartRadio podcast, TuneIn + Alexa, Podcast Addict, Castro, Castbox, YouTube Podcast and more on your mobile device.Follow InWheelTime.com for the latest updates!Twitter: https://twitter.com/InWheelTimeInstagram: https://www.instagram.com/inwheeltime/https://www.youtube.com/inwheeltimehttps://www.Facebook.com/InWheelTimeFor more information about In Wheel Time Podcast, email us at info@inwheeltime.com

In Wheel Time - Cartalk Radio
How A 1968 Road Runner Hit 12 Minutes Up Pikes Peak

In Wheel Time - Cartalk Radio

Play Episode Listen Later Jul 2, 2026 30:29 Transcription Available


A 12-mile road, 156 turns, and stretches with no guardrail is a different kind of “car review” of the human brain. We sit down with Pikes Peak Hill Climb driver Ben Ryan to hear what it's really like to aim a purpose-built monster at the summit and keep your eyes on the next apex instead of the thousand-foot drop beside you.Ben breaks down his journey from watching the mountain as a kid to finally earning a spot after years of applying, then going back again and again because nothing else compares. We get into the details of Big Bird, an unforgettable build that pairs a 1968 Plymouth Road Runner body with a NASCAR chassis and roughly 800 horsepower to the wheels. Ben explains how he manages focus at altitude, why course familiarity matters when corners blend together, and how tire development data can change everything when you're pushing hard on a narrow mountain road.After the hill climb, we pivot to the headlines drivers see every week. Jeff's Motor Minute digs into Ford reliability news, JD Power initial quality rankings, and why “award” stories can look very different next to recall reports. Don also reviews the all-new 2026 Subaru Trailseeker EV, covering design, cabin tech, real-world charging habits, Apple CarPlay and Android Auto, range expectations, and where it sits against electric SUV competitors.Subscribe for more real car talk, share this with a friend who loves motorsports or EVs, and leave a review so more listeners can find us. What's the most extreme drive you'd try, Pikes Peak or an EV road trip?Be sure to subscribe for more In Wheel Time Car Talk! Gulf Coast Auto ShieldPaint protection, tint, and more!The Lupe' Tortilla RestaurantsLupe Tortilla in Katy, TexasDisclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.----  ----- Want more In Wheel Time car talk any time?     In Wheel Time is now available on Audacy!  Just go to Audacy.com/InWheelTime where ever you are.-----   -----Be sure to subscribe on your favorite podcast provider for the next episode of In Wheel Time Podcast and check out our live multiplatform broadcast every Saturday, 10a - 12nCT simulcasting on Audacy, YouTube, Facebook, Twitter, Twitch and InWheelTime.com.In Wheel Time Podcast can be heard on you mobile device from providers such as:Apple Podcasts, Amazon Music Podcast, Spotify, SiriusXM Podcast, iHeartRadio podcast, TuneIn + Alexa, Podcast Addict, Castro, Castbox, YouTube Podcast and more on your mobile device.Follow InWheelTime.com for the latest updates!Twitter: https://twitter.com/InWheelTimeInstagram: https://www.instagram.com/inwheeltime/https://www.youtube.com/inwheeltimehttps://www.Facebook.com/InWheelTimeFor more information about In Wheel Time Podcast, email us at info@inwheeltime.com

DH Unplugged
DHUnplugged #808: Bulls in a Bubble Shop

DH Unplugged

Play Episode Listen Later Jul 1, 2026 61:55


Happy 250th! The bulls are bubbling up! Yentervention – it is a thing. Labor market predictions. PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? PayPal.Donation.Button({ env:'production', hosted_button_id:'JJJHP2GDEJC7J', image: { src:'https://www.paypalobjects.com/en_US/i/btn/btn_donateCC_LG.gif', alt:'Donate with PayPal button', title:'PayPal - The safer, easier way to pay online!', } }).render('#donate-button'); Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm-Up - 250 Years! - We have the scorecard - Bulls are on the loose! - Kevin Hassett - what a putz - RAM JOB! Markets - Google's first day in the DJIA - a good one - SpaceX bonds already losing -Yen slips to 1986 levels - Yentervention? WHAT A PUTZ! - Trump Accounts launch July 4, with the NYSE and Nasdaq set to ring the opening bell from the Oval Office. - Program gives a $1,000 Treasury-funded investment account to U.S. children born from January 1, 2025 through December 31, 2028. - Kids under 18 can have accounts, but only newborns in that four-year window get the federal seed money. - Parents, family, employers, nonprofits, and governments can add money, with a general $5,000 annual contribution cap. - Money is invested in index funds and generally locked up until the child reaches adulthood. - Kevin Hassett pitched it as a way to teach kids about markets, ownership, saving, and compounding. His argument is that the more young people get exposed to investing early, and market ownership becomes less of an upper-income club. - However - > the government is handing out taxpayer-funded brokerage seed money while selling it as capitalism. - Also odd: the benefit may skew toward families who already know how to file forms, open accounts, and add more money. - So basically it is a forced financial-literacy experiment wrapped in a political brand name, with a socialist starter check to teach capitalism. First-Half Winners and Losers - S&P 500 finished the first half up roughly 7% to 8%, with the rally led by AI hardware, chips, memory, and data-center infrastructure. - Biggest winners were the shovel sellers: Sandisk up about 780%, Micron up about 296%, Western Digital up about 240%, Seagate up about 226%. - Overseas AI hardware ripped too: South Korea's Kospi up 123%, helped by Samsung up 169% and SK Hynix up 303%. - Semiconductor ETFs had a monster Q2: iShares Semiconductor ETF up 86.8%, VanEck Semiconductor ETF up 64.8%. - Japan's Nikkei rose about 38%; FTSE 100 gained about 5.8%. - Losers were the software/platform names that could not prove immediate AI payoff. - Microsoft was down about 24% despite being one of the biggest AI spenders. - Momentum stocks had one of their worst stretches in two decades as the Magnificent Seven slipped on capex worries. - Crypto and gold also lagged the AI-infrastructure trade. - Equity BULLS are running like it was San Fermin, Spain... MORE.... - Gold biggest quarterly loss since 2013 - Japan best quarter ever - Oil starts and ends - Kospi best quarter in 30 years - Stoxx 600 best Q in 5 years Something is going to break! - When Micro announced earnings, and we see that companies are panicking (News about existential threat to smaller tech players).. We said something is going to break - MU shares lifted to ATH on the news - big big beat - Micron's latest quarter showed a dramatic acceleration from the year-ago period, with revenue rising from $9,301 to $41,460 and EPS increasing from $1.91 to $25.11. - HUGE uptick in guidance - Apple increased pricing, Dell is increasing prices next week (17%), Microsoft raised price on XBox, HP across the board increase, Lenovo/Xiaomi increases, - NOW: Apple is lobbying the Trump administration for clearance to buy memory chips from China's ChangXin Memory Technologies Korea Goes All-In On AI Memory - Samsung and SK Hynix are backing a huge South Korea chip buildout tied to AI memory, HBM, advanced DRAM, packaging and data centers. - Samsung's plan includes hundreds of trillions of won for new fabs, including HBM facilities in Cheonan and Onyang. - SK Hynix is expanding Yongin and planning a major new chip base as it rides demand from Nvidia-linked HBM supply. - Government angle: Seoul wants domestic chip capacity treated like national infrastructure, not just corporate capex. - The state is trying to lock in supply-chain control before China, Taiwan, Japan and the U.S. pull more production into their own subsidy zones. - Market wrinkle: AI memory is hot now, but memory companies have a long history of overbuilding into strong pricing cycles. - Governments are no longer just subsidizing chips — they are helping plan semiconductor cities. RAM Job? - Samsung, SK hynix, and Micron were hit with a U.S. antitrust class-action lawsuit over alleged DRAM price fixing. - Allegation: the big three coordinated supply cuts while shifting capacity away from regular DDR3/DDR4 memory and into high-bandwidth memory for AI servers. - Plaintiffs say the three companies control roughly 90% of the DRAM market. - Conventional DRAM prices allegedly jumped about 700% over four years. - Complaint argues that in a normal commodity market, at least one supplier would usually increase production when prices spike. - Instead, the lawsuit says all three moved in the same direction at the same time. DRAM: We Have Seen This Movie Before - Yes, there was a similar DRAM price-fixing scandal in the 2000s. - DOJ investigation covered alleged DRAM price fixing from roughly 1998 through 2002. - Hynix pleaded guilty in 2005 and agreed to pay a $185 million criminal fine. - Samsung pleaded guilty in 2005 and agreed to pay a $300 million criminal fine. - Infineon pleaded guilty earlier, in 2004, and agreed to pay a $160 million fine. - Micron was involved in the investigation but received amnesty/cooperation treatment rather than the same criminal fine path. - Several executives were also charged or pleaded guilty. - State AGs and private plaintiffs later pursued civil cases tied to overpayment claims. - Difference now: the new case is not yet proven and appears focused on alleged coordinated supply restriction during the AI/HBM boom. Chevron and Microsoft - Chevron Corp signed 20-year deal with Microsoft for data center power. - Agreement supplies natural-gas fired generation for massive West Texas facility. - Project Kilby expected online 2028, ramping to 2.67 gigawatts. - Full output enough to power more than 530,000 Texas homes. - Chevron partnering Engine No. 1, final investment decision planned later. - Deal follows prior reports of exclusive long-term power negotiations. More Oil News - Drill baby Drill - Interior Department cutting federal drilling bonds by 95% to spur exploration. - Required bond drops from $500,000 to $25,000 for leases. - Bonds ensure cleanup costs don't fall on taxpayers if wells abandoned. - Policy change aims to encourage more oil and gas development. - Proposal subject to 60-day public comment after Federal Register publication. Dow 52,000 and the Tech Bounce - Dow closed above 52,000 for the first time Monday, finishing at 52,182.74. - S&P 500 gained 1.18%; Nasdaq jumped 2.07%. - S&P and Nasdaq snapped five-session losing streaks. - Alphabet rose 4.8% on its first day as a Dow component. - Tesla gained 8.5%; SpaceX rose more than 7%. - The bounce came after last week's tech selloff, with investors rotating back into mega-cap and AI names. Comcast Breaks Itself Up - Comcast plans to split media and connectivity into two separate companies. - NBCUniversal and Sky would be spun off in a tax-free deal; Comcast keeps broadband, wireless, and cable. - Completion expected within a year. - Shareholders would own both Comcast and the new NBCUniversal. - Comcast shares rose on the news; Charter also jumped as investors speculated Comcast could eventually pursue a broadband-scale deal. AI Trade Gets a Warning Label - Bank for International Settlements flagged the AI boom as a financial-stability risk. - The main concerns: elevated valuations, investor complacency, complex funding structures, and debt financing across the AI supply chain. - BIS also warned that record public debt and leveraged hedge-fund activity in sovereign bonds could amplify shocks. - Quote from BIS General Manager Pablo Hernandez de Cos: "Policy actions must reinforce each other." - The interesting part: central bankers are not saying AI is fake; they are saying the financing stack may be fragile. Inflation Back Above 4% - BEA's PCE price index rose 4.1% year over year in May. - April was 3.8%; March was 3.5%; February was 2.9%. - This keeps pressure on the Fed because PCE is the Fed's preferred inflation gauge. - Core PCE may later be revised lower because of BEA methodology changes. - Goldman estimated May core PCE could be trimmed to 3.2% from 3.4%; JPMorgan expected 3.3%. - Funny-but-real detail: part of the potential revision comes from how BEA prices portfolio management, legal services, and computer software. Jobs Report Becomes Bad-News-Is-Bad-News - June payrolls are due Thursday because markets are closed Friday for Independence Day. - The setup is awkward: strong jobs could mean stronger economy, but also higher odds of Fed hikes. - Looking back - May payrolls were hot at 172,000 versus an 85,000 forecast, with unemployment steady at 4.3%. - Remember - after the June Fed meeting, policymakers were clearly focused on inflation, not rescue cuts. Oil, Iran, and the Market's New Weird Routine - Oil stayed volatile around renewed U.S.-Iran tensions and peace-talk headlines. - Brent rose 1.6% Monday to $73.15; WTI rose 2.2% to $70.75. - Markets rallied anyway, helped by signs talks would resume and shipping routes were stabilizing. - The odd market behavior: geopolitical escalation keeps getting followed by de-escalation headlines and risk-on rallies. - This is now part of the trading pattern: weekend war scare, Monday relief rally, repeat. --- New attacks by USA on Iran happened at approx 4:30PM on Friday (markets closed) and then a halt to the fighting on Sunday - before the futures opened. Odd : Wendy's Becomes a Meme Stock - Wendy's became the latest retail-trader short-squeeze target. - Stock surged 25% last Wednesday, then gained another 9% Thursday. - Barron's said the move followed a CFO shakeup and WallStreetBets attention. - New CFO Steve Cirulis came from Potbelly and is also taking the Chief Strategy Officer title. - Wendy's had fallen 47% over the past year before the rally. - Short interest was nearly 30% of the public float, making the stock easier to squeeze. - Trian, Nelson Peltz's firm, owned nearly 15 million shares valued around $93 million. SpaceX Bonds Slip After Big Debut - SpaceX sold $25 billion of investment-grade bonds, its first major public debt deal. - Demand was huge, with roughly $85 billion to $98 billion of orders. - The 10-year tranche priced about 1.4 percentage points over Treasurys. - Bonds weakened quickly after pricing. - The 10-year yield rose near 6%, with the spread moving above 1.6 percentage points. - Longer-dated 2046 and 2056 bonds took the most pressure. - The pushback: bond buyers want more yield for a company still funding rockets, Starlink, AI/data-center spending, and Mars ambitions. - Clean read: equity investors bought the story; bond investors immediately marked it down. Yentervention - Yen weakened again, pushing toward the 162-per-dollar zone and near its weakest level in about 40 years. - Japan keeps warning it is ready for "decisive action" or to respond "at any time." - Market does not seem scared for long. - Japan already spent heavily defending the yen, including a roughly $73 billion yen-buying operation after the currency broke past 160. - U.S. rates are still high, the Fed is not rushing to cut, and the Bank of Japan is still moving slowly. - That keeps the carry trade alive: borrow cheap yen, buy higher-yielding dollars. - Japan's foreign reserves fell 5.6% in May after intervention, showing the defense is expensive.   Love the Show? Then how about a Donation? PayPal.Donation.Button({ env: 'production', hosted_button_id: 'JJJHP2GDEJC7J', image: { src: 'https://www.paypalobjects.com/en_US/i/btn/btn_donateCC_LG.gif', alt: 'Donate with PayPal button', title: 'PayPal - The safer, easier way to pay online!' } }).render('#donate-button-2'); THE CLOSEST TO THE PIN for SpaceX (SPCX) Winners will be getting great stuff like the new "OFFICIAL" DHUnplugged Shirt!     FED AND CRYPTO LIMERICKS   See this week's stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter

In Wheel Time - Cartalk Radio
Blame It On The Oil And Other Engine Excuses | Subaru Trailseeker | Wet and not so Wild | Auto History

In Wheel Time - Cartalk Radio

Play Episode Listen Later Jul 1, 2026 19:15 Transcription Available


Recalls and reliability headlines can feel like background noise until you're the one staring at a warning light and a four-figure estimate. We put the spotlight on five current engine problem cases that keep showing up in owner complaints, class action lawsuits, and government investigations, and we explain why these patterns matter if you're shopping new or used. You'll hear what's being reported, what kinds of failures are at stake, and why “we changed the oil recommendation” doesn't always restore confidence.We move brand by brand, from Honda's widely used 1.5-liter turbo and its oil dilution and head gasket worries to Nissan's variable compression VC turbo recall situation. We also dig into GM's 6.2-liter V8 problems in high-volume trucks and SUVs, then talk through the Jeep 4XE plug-in hybrid's mix of mechanical and electrical concerns, including fire risk and the strange but serious casting sand recall. Even Toyota isn't off the hook as we cover ongoing noise around the 3.4-liter twin turbo V6 and engine bearing failures.Then we lighten it up with summer driving ideas: water parks around Houston that offer a different feel than the biggest corporate destinations, including city-run spots and smaller neighborhood-style parks that can be easier with kids. We wrap with a first drive review of the all-new 2026 Subaru Trail Seeker EV, covering design, screens and controls, 281-mile range, charging habits, towing, pricing, and how it stacks up against competitors like the Model Y and Ioniq 5.If you got value from this mix of practical car buying advice and road trip ideas, subscribe, share the episode with a friend, and leave a review. Which engine issue surprised you most, and what would you research first before buying?Be sure to subscribe for more In Wheel Time Car Talk!The Lupe' Tortilla RestaurantsLupe Tortilla in Katy, Texas Gulf Coast Auto ShieldPaint protection, tint, and more!Disclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.----  ----- Want more In Wheel Time car talk any time?     In Wheel Time is now available on Audacy!  Just go to Audacy.com/InWheelTime where ever you are.-----   -----Be sure to subscribe on your favorite podcast provider for the next episode of In Wheel Time Podcast and check out our live multiplatform broadcast every Saturday, 10a - 12nCT simulcasting on Audacy, YouTube, Facebook, Twitter, Twitch and InWheelTime.com.In Wheel Time Podcast can be heard on you mobile device from providers such as:Apple Podcasts, Amazon Music Podcast, Spotify, SiriusXM Podcast, iHeartRadio podcast, TuneIn + Alexa, Podcast Addict, Castro, Castbox, YouTube Podcast and more on your mobile device.Follow InWheelTime.com for the latest updates!Twitter: https://twitter.com/InWheelTimeInstagram: https://www.instagram.com/inwheeltime/https://www.youtube.com/inwheeltimehttps://www.Facebook.com/InWheelTimeFor more information about In Wheel Time Podcast, email us at info@inwheeltime.com

In Wheel Time - Cartalk Radio
How To Handle Holiday Traffic And Aging Drivers

In Wheel Time - Cartalk Radio

Play Episode Listen Later Jun 30, 2026 30:15 Transcription Available


A holiday road trip can flip from fun to dangerous in seconds, and that is why we wanted a real-world Fourth of July safety check from Texas Department of Public Safety. We finally reach a trooper out on the roads, talking enforcement, summer traffic, and what it looks like when Texas is packed with visitors and major-event crowds. We also hit a detail that sounds small but gets people in trouble fast: extreme heat and dehydration, especially when you are driving long stretches or spending hours outside before you ever get behind the wheel. Then the conversation takes a heavier turn. We wrestle with the question families dread: how do you know when someone is too old to drive? We talk cognitive decline, reaction time, and the emotional reality that a driver's license is more than permission to drive, it is freedom. We share personal stories about taking the keys, what happens when a parent forgets they no longer has a car, and how “don't drive” only works if you have a plan to replace independence with real support. We keep the car-lover energy going with our cruise-in and events calendar for the July 4 weekend, then dive into the week's automotive news. Tesla tops the Cars.com American-Made Index again, while EV representation shifts and hybrids stay competitive. We also unpack a California vehicle technology rule tied to preventing domestic violence tracking, which opens a wider debate about connected cars, location data, and whether drivers should get a true off switch. Finally, we look at how the AI boom is driving DRAM memory chip prices higher and reshaping the supply chain behind software-defined vehicles, infotainment, ADAS, and over-the-air updates. Subscribe for more straight talk on cars, share this with a friend who is driving for the holiday, and leave a review with your take: what is the fairest way to handle an aging driver in the family?Be sure to subscribe for more In Wheel Time Car Talk!The Lupe' Tortilla RestaurantsLupe Tortilla in Katy, Texas Gulf Coast Auto ShieldPaint protection, tint, and more!Disclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.----  ----- Want more In Wheel Time car talk any time?     In Wheel Time is now available on Audacy!  Just go to Audacy.com/InWheelTime where ever you are.-----   -----Be sure to subscribe on your favorite podcast provider for the next episode of In Wheel Time Podcast and check out our live multiplatform broadcast every Saturday, 10a - 12nCT simulcasting on Audacy, YouTube, Facebook, Twitter, Twitch and InWheelTime.com.In Wheel Time Podcast can be heard on you mobile device from providers such as:Apple Podcasts, Amazon Music Podcast, Spotify, SiriusXM Podcast, iHeartRadio podcast, TuneIn + Alexa, Podcast Addict, Castro, Castbox, YouTube Podcast and more on your mobile device.Follow InWheelTime.com for the latest updates!Twitter: https://twitter.com/InWheelTimeInstagram: https://www.instagram.com/inwheeltime/https://www.youtube.com/inwheeltimehttps://www.Facebook.com/InWheelTimeFor more information about In Wheel Time Podcast, email us at info@inwheeltime.com

In Wheel Time - Cartalk Radio
How Texas Muscle Car Clubs Compete In Bracket Racing

In Wheel Time - Cartalk Radio

Play Episode Listen Later Jun 29, 2026 30:44 Transcription Available


You can feel the Texas heat through the microphones, and it sparks a simple question with big consequences: where do you go when you want to race your car without doing something stupid on the street? We talk with Scott Striegel from the Texas Muscle Car Club Challenge (TMCCC), a long-running team-on-team bracket racing series that gives everyone a place to compete, learn, and hang out, whether you show up in a true street car or a full-blown track build. Scott breaks down how the points system works, what “driver rewards” mean, and why the club even added an EV drag racing class, because electric cars bring a consistency advantage when weather and track conditions swing. We also get practical about the racing itself. Eighth mile vs quarter mile isn't just a detail on a sign, it changes how cars are geared, how transmissions shift, and what a setup is optimized to do. Scott shares what it takes to make a heavy modern Dodge Charger run hard, from a purpose-built automatic transmission to driveline parts designed for serious horsepower. The theme stays grounded: this is competitive, but it's also laid back, family-friendly, and affordable for spectators who want to walk the pits, see the cars up close, and ask questions. Then we pivot to the stuff that hits your wallet: engine reliability. Jeff runs through five engines tied to major recent recall activity and owner complaints, including Honda's 1.5 turbo, Nissan's 1.5 VC turbo, GM's 6.2 V8, the Jeep 4XE 2.0 turbo plug-in hybrid, and Toyota's 3.4 twin turbo V6. To cool it all down, Mars delivers a list of Houston-area water park driving destinations, mixing big names with smaller city-run parks that can make a summer day trip feel a lot less chaotic. If you like real-world car talk with local flavor and useful takeaways, subscribe, share the episode with a friend, and leave us a review. What are you driving this summer, and where would you take it first: the track or the water park?Be sure to subscribe for more In Wheel Time Car Talk!The Lupe' Tortilla RestaurantsLupe Tortilla in Katy, Texas Gulf Coast Auto ShieldPaint protection, tint, and more!Disclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.----  ----- Want more In Wheel Time car talk any time?     In Wheel Time is now available on Audacy!  Just go to Audacy.com/InWheelTime where ever you are.-----   -----Be sure to subscribe on your favorite podcast provider for the next episode of In Wheel Time Podcast and check out our live multiplatform broadcast every Saturday, 10a - 12nCT simulcasting on Audacy, YouTube, Facebook, Twitter, Twitch and InWheelTime.com.In Wheel Time Podcast can be heard on you mobile device from providers such as:Apple Podcasts, Amazon Music Podcast, Spotify, SiriusXM Podcast, iHeartRadio podcast, TuneIn + Alexa, Podcast Addict, Castro, Castbox, YouTube Podcast and more on your mobile device.Follow InWheelTime.com for the latest updates!Twitter: https://twitter.com/InWheelTimeInstagram: https://www.instagram.com/inwheeltime/https://www.youtube.com/inwheeltimehttps://www.Facebook.com/InWheelTimeFor more information about In Wheel Time Podcast, email us at info@inwheeltime.com

In Wheel Time - Cartalk Radio
Are Car Tech And Emissions Rules Making Cars Riskier?

In Wheel Time - Cartalk Radio

Play Episode Listen Later Jun 26, 2026 29:44 Transcription Available


Your car can be perfectly fine one day and on a recall list the next and some of these aren't minor. We kick things off with a no-nonsense rundown of fresh automotive recalls, including a Hyundai software issue tied to the front camera that can accidentally trigger forward collision avoidance and cause sudden braking. We also talk through recalls touching control arms, instrument panel displays, and seat belt problems across multiple brands, plus why “it only happens once” is still a safety problem.Then we switch gears into pure car-nerd fun with the Hemmings sold car price roundup. We put real auction results against our best guesses and let the market do the talking, from a classic Cadillac convertible and a former police Chevy Caprice to a 1969 Camaro convertible, a Pontiac Bonneville, a Buick Grand National, and a surprisingly affordable BMW Z3. If you've ever wondered what condition, originality, and hype actually do to prices, this segment makes it real fast.We wrap with our cruise in and events calendar, then hit the week's biggest automotive news: U.S. EV registrations stabilizing, Tesla's continued lead, Mitsubishi teasing a stronger U.S. lineup, Mercedes updating its AMG twin turbo V8 with a flat plane crank to meet stricter emissions rules, and the expanding robotaxi race through partnerships aimed at Level 4 autonomy. We also connect high fuel prices to changing demand for full-size pickups and SUVs, and what that could mean for new vehicle shopping.Subscribe for weekly car talk, share this with a friend who checks recall notices late, and leave a review so more drivers can find the show.Be sure to subscribe for more In Wheel Time Car Talk!The Lupe' Tortilla RestaurantsLupe Tortilla in Katy, Texas Gulf Coast Auto ShieldPaint protection, tint, and more!Disclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.----  ----- Want more In Wheel Time car talk any time?     In Wheel Time is now available on Audacy!  Just go to Audacy.com/InWheelTime where ever you are.-----   -----Be sure to subscribe on your favorite podcast provider for the next episode of In Wheel Time Podcast and check out our live multiplatform broadcast every Saturday, 10a - 12nCT simulcasting on Audacy, YouTube, Facebook, Twitter, Twitch and InWheelTime.com.In Wheel Time Podcast can be heard on you mobile device from providers such as:Apple Podcasts, Amazon Music Podcast, Spotify, SiriusXM Podcast, iHeartRadio podcast, TuneIn + Alexa, Podcast Addict, Castro, Castbox, YouTube Podcast and more on your mobile device.Follow InWheelTime.com for the latest updates!Twitter: https://twitter.com/InWheelTimeInstagram: https://www.instagram.com/inwheeltime/https://www.youtube.com/inwheeltimehttps://www.Facebook.com/InWheelTimeFor more information about In Wheel Time Podcast, email us at info@inwheeltime.com

DH Unplugged
DHUnplugged #807: MahJong and Markets

DH Unplugged

Play Episode Listen Later Jun 24, 2026 65:12


Announcing the CTP for SpaceX. MahJong Craze gone wild. Goodbye to Alan Greenspan – The Maestro. Have you seen RAM prices? PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? PayPal.Donation.Button({ env:'production', hosted_button_id:'JJJHP2GDEJC7J', image: { src:'https://www.paypalobjects.com/en_US/i/btn/btn_donateCC_LG.gif', alt:'Donate with PayPal button', title:'PayPal - The safer, easier way to pay online!', } }).render('#donate-button'); Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm-Up - Announcing the CTP for SpaceX - MahJong Craze - Goodbye to Alan Greenspan - The Maestro - Have you seen RAM prices? Markets - Economic Collapse Imminent? - Breathe is narrowing again - chips chips chips are the only play - Spacex coming back down to earth? What is that sucking sound? -- Markets getting weird..... 3% down for NASDAQ 100 today - 8% for SMH and 14% for Memory ETF - Just announced - Alphabet (Google) will replace Verizon in DJIA DEDICATION: Alan Greenspan - Died Monday at age 100 Google Enters DJIA - High priced shares - Moves tech to 22% of DJIA from 17% or so - very meaningful move - Every $1 move for Google = $7 move on DJIA - Tech:  S&P 500 (~30%+), Nasdaq (~50%+) Computer Pricing - What as $2,000 a year ago for a nice desktop is not like $4,000 - Dell not holding pricing quotes - and even if they do, back ordered so prices could go up after order - Will IPOs put more money in the pocket of tech companies to buy gear at any price? Endless - SpaceX recently finalized two massive, multibillion-dollar artificial intelligence contracts: a $6.3 billion computing power agreement with Reflection AI and a $60 billion acquisition of the AI coding startup Cursor. - AI Compute Deal with Reflection AI - - - - The Terms: Reflection AI agreed to pay SpaceXAI $150 million per month from July 2026 through the end of 2029. - - -- - - The Infrastructure: The startup will tap into hardware and GB300 chips housed at SpaceX's Colossus 2 data center in Memphis, Tennessee. More SpaceX - SpaceX shares were as high as $220 post IPO. - Sharea ahve been down over the past 3 days. - Most that got in POST IPO probably bought in at about $162-$165 - Newsline: SpaceX shares slipped for a third straight day, shedding hundreds of billions of dollars in market value, after the company said it is selling investment-grade bonds for the first time. - The stock fell 16% Monday to close at $154.60, the lowest level since the company's first day of trading, pushing its three-day loss to 23% and erasing over $600 billion in value over that period. - SpaceX is seeking to raise at least $20 billion from the first bond offering to fund its artificial-intelligence ambitions. Missed Opportunity - Short the Mattress companies he said...... ----- Got squeezed out....Never to return Swing and a Miss Maybe Because this can happen... - Shares of Getty Images Holdings Inc. soared as much as 145% on Monday after it announced a licensing deal with OpenAI. - Getty said that images from its library will appear in the search and discovery features of ChatGPT, marking a key reversal for the firm. - The partnership with OpenAI could improve “licensing optics” and shift the narrative on the stock, according to analyst Mark Zgutowicz. - Getty shares were up 118% to $1.32 as of 12:44 p.m. in New York, putting them on track for the best session since July 2022. The stock had fallen about 55% this year to close at 61 cents on Thursday before the Juneteenth holiday weekend began. KOREA - SK Hynix - New #1 in South Korea: SK Hynix surpassed Samsung Electronics on Monday to become the country's most valuable listed company. - Remarkable turnaround: A striking reversal for a chipmaker that nearly collapsed under heavy debt roughly two decades ago. (CYCLES) - AI memory leader: Now the dominant supplier of high-bandwidth memory (HBM) chips powering AI systems. - Marquee customers: Key buyers include Nvidia (NVDA) and Alphabet's Google (GOOGL). - Massive 2026 rally: Shares are up more than 340% year-to-date, fueled by the global AI boom. - Market cap milestone: Valuation now exceeds both Samsung and Micron (MU). Markets Get Chopped - Questions being asked about if AI spend boom producing fast enough return - Back to earth on valuation scare - (all of a sudden?) - KOSPI down 11% - Chips getting hit - 12% for Memory ETF - MU down 9%, Intel 4%, ASML 7% RAM Prices... - Looking at some additional RAM today for some office computers .... --- ARE THEY KIDDING? RAM Prices Imminent Collapse???? - President Donald Trump said the prospect of global economic collapse was a big reason he signed an interim peace deal with Iran. - According to sources, the deal reopened the Strait of Hormuz and set in motion waivers for sanctions on Iran's oil sales to the international market, with the effect being an immediate drop in oil prices and a rise in US stocks. - The agreement has been seen as skewed in Iran's favor, giving the country broad gains before the next round of talks, and has prompted pushback and anger from Republican lawmakers. - MOU signed lat Wednesday - also now more waivers of sanctions on sale of Iranian oil - 60 day reprieve. China - Weak economic conditions - H Shares about to enter bear market - Hong Kong - Close to a technical bear market, dragged down by weak domestic consumption, a struggling property sector, and an exodus of funds fleeing "old tech" for AI plays elsewhere in Asia. - A-shares are listed in mainland China (Shanghai/Shenzhen) and primarily target domestic investors. H-shares are listed in Hong Kong and are freely available to international investors More China - Retail sales declined for the first time since December 2022, dropping 0.6% from a year earlier. - China's urban fixed-asset investment contracted 4.1% as of end-May, dragged by real estate and manufacturing. - Manufacturing fixed-asset investment contracted for the first time since December 2020. - Industrial output was the lone bright spot, rebounding from April's near three-year low. - The national unemployment rate fell to 5.1% in May, compared with 5.2% in April. Marrrr Jonggg - Mahjong can be highly addictive due to its rewarding blend of strategy, luck, and social interaction. The rapid tile-drawing, need for pattern recognition, and "just one more round" mentality trigger dopamine releases. If compulsive play disrupts your finances or daily life, it can become a behavioral addiction requiring intervention. - Tactile and Auditory Appeal: Many users on community forums like Reddit agree that the physical weight, texture, and distinct clinking sound of shuffling tiles provide soothing, sensory satisfaction. - There has been a 70% surge in mahjong content on TikTok in the past year - Yelp recently named the Chinese tile game a top trend of 2026, noting that searches for mahjong clubs surged 4,467% year over year for the period from September 2024 to August 2025 and that searches for mahjong lessons rose 819%. Alphabet - WHAT>????*&*^ - Alphabet shares slid 7%, on track for the search giant's worst day in a year. - Alphabet's Google has seen consecutive high-profile researchers leave in the last several days. - The company also has exposure to the market's concerns around commoditized AI and ballooning capital expenditures. - The share slide also came on the heels of a Sunday Wall Street Journal interview with Microsoft CEO Satya Nadella, who called for less dependence on “AI Giants” and said the AI market was commoditized. Back to Oracle - Oracle reduced workforce by 21,000 employees over past twelve months. - Cuts broader than previously disclosed, driven by artificial intelligence adoption. - Global headcount fell from 162,000 to 141,000 full-time employees year-over-year. - Workforce reductions generated $1.8 billion in restructuring costs, company reported. - Company warned AI deployment may continue resulting in workforce reductions. NVDA - Underperforming - Nvidia shares slipping recently despite remaining up about 12% in 2026. - Stock down roughly 3% past month, underperforming semiconductor peers. - SMH ETF surged 84% year-to-date, gaining 15% last month. - Traders predict Nvidia chip pricing power is beginning to decline. - Wall Street focus shifting toward memory and infrastructure AI buildout. - Micron and Sandisk shares jumped nearly 60% over past month. Gloom and Doom - JCD sent interesting take from Chris Bloomstran - Traditionally asset light companies with all sorts of revenue, high margins now.... ---- Converting into asset heavy with no real understanding of what the profitability or even revue will be in the future ----- Here are the highlights of his commentary we can explre: ------------AI buildout shifting markets from asset-light toward capital-intensive infrastructure cycle - Hyperscaler capex surge reflects move into heavy, long-duration asset base - Massive capital requirements challenge economics versus prior asset-light models - Depreciation burden rising sharply as infrastructure scales across AI ecosystem - Returns depend on utilization of expensive, long-lived physical compute assets - Asset-heavy cycles historically lead to overbuild, weak returns, eventual consolidation - Infrastructure spending absorbing nearly all operating cash flow for hyperscalers - Off-balance-sheet financing masking true scale of capital intensity shift - AI economics hinge more on physical capacity than software-driven scalability - Echoes of past asset-heavy booms with eventual oversupply and value destruction Amazon Day - Today - June 26th - US consumers will spend $26.3 billion online at Amazon and other retailers during the four-day sale, up 9% from last year's event in July, according to Adobe Inc. - About 201 million Amazon shoppers in the US were Prime subscribers as of March, up about 3% from a year earlier - Amazon will capture about 60% of all US online spending during Prime Day, its highest market share since 2019, according to estimates from EMarketer Inc. Chevron and Microsoft - Chevron Corp signed 20-year deal with Microsoft for data center power. - Agreement supplies natural-gas fired generation for massive West Texas facility. - Project Kilby expected online 2028, ramping to 2.67 gigawatts. - Full output enough to power more than 530,000 Texas homes. - Chevron partnering Engine No. 1, final investment decision planned later. - Deal follows prior reports of exclusive long-term power negotiations. More Oil News - Drill baby Drill - Interior Department cutting federal drilling bonds by 95% to spur exploration. - Required bond drops from $500,000 to $25,000 for leases. - Bonds ensure cleanup costs don't fall on taxpayers if wells abandoned. - Policy change aims to encourage more oil and gas development. - Proposal subject to 60-day public comment after Federal Register publication. FedEx Earnings - FedEx posted strong fiscal fourth-quarter earnings on Tuesday in the company's last quarter that included the freight business before its spin off. - FedEx Freight spun off into a separate publicly traded company on June 1. - The company said it saw a 3% year-over-year increase in domestic volume. - Stock down 6% A/H   Love the Show? Then how about a Donation? PayPal.Donation.Button({ env:'production', hosted_button_id:'JJJHP2GDEJC7J', image: { src:'https://www.paypalobjects.com/en_US/i/btn/btn_donateCC_LG.gif', alt:'Donate with PayPal button', title:'PayPal - The safer, easier way to pay online!', } }).render('#donate-button'); ANNOUNCING the THE CLOSEST TO THE PIN for SpaceX (SPCX) Winners will be getting great stuff like the new "OFFICIAL" DHUnplugged Shirt!     FED AND CRYPTO LIMERICKS   See this week's stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter

The Life Legacy Podcast
From 1.7 GPA to $100M: The Mindset That Changed Everything | Gage Cummings | Ep 48

The Life Legacy Podcast

Play Episode Listen Later Jun 24, 2026 74:10


This episode features entrepreneur Gage Cummings, a 24-year-old founder with a business nearing a $100M valuation. Hosted by his brother Jaxon, the conversation blends humor, personal stories, and deep insights into mindset, purpose, and success.Gage shares his unconventional upbringing—low GPA, little structure, and a chaotic but freeing household—which ultimately shaped his fearless approach to life. He discusses how discovering sales at 19 changed everything, giving him a sense of control, purpose, and financial opportunity.The episode dives into his evolving relationship with money, emphasizing that money only matters when you don't have it—and that true fulfillment comes from purpose, contribution, and creation. Gage also highlights the importance of generosity, taking risks, ignoring fear-based conditioning, and following intuitive moments of clarity that guide major life decisions.Overall, the episode is about redefining success: not just making money, but building a life of freedom, impact, and intentional living.Key Themes & TakeawaysFreedom > MoneyMoney is only important when you lack it.True fulfillment comes from freedom and purpose—not income alone.Purpose EvolvesEarly motivation = financial freedomLater motivation = giving others opportunities and impactFear is ConditionedTraditional systems (like school) often train people to avoid risk.Breaking that conditioning unlocks creativity and growth.Generosity Creates ImpactSmall acts (like tipping) can drastically impact others.Giving reinforces perspective and gratitude.Environment Shapes BeliefHis upbringing allowed independence and resourcefulness.Lack of strict structure helped him think freely and act boldly.Obsession Drives SuccessWhen you find your purpose, distractions disappear.Focus and clarity simplify everything.Intuition is RealMajor breakthroughs often come from strong internal “pulls.”Acting on them is key—even when it's scary.Money Can Corrupt PurposeChasing money alone leads to emptiness.You must reconnect with your “inner child” motivations.Perspective Eliminates FearCompared to global hardship, most risks are small.This mindset allows fearless action.You Can Create Your Own RealityYou're not limited by traditional paths.Life is shaped by decisions, not circumstances.LISTEN/WATCH/SUBSCRIBE TO THE “YOUR LIFE LEGACY PODCAST”*Apple Music - https://podcasts.apple.com/us/podcast/the-life-legacy-podcast/id1740167449 *Spotify - https://open.spotify.com/show/2Cd8XFP59Ar864GcaoEDxW *YouTube Podcasts - https://www.youtube.com/@thelifelegacypodcast  *Amazon Music Podcasts - https://music.amazon.com/podcasts/b1949e1f-a973-47da-b1e0-538945afa748/the-life-legacy-podcast *iHeartRadio Podcasts - https://www.iheart.com/podcast/269-the-life-legacy-podcast-165910407 CONNECT WITH “THE LIFE LEGACY PODCAST”*LinkedIn - https://www.linkedin.com/in/jaxon-cummings-%F0%9F%92%AD%F0%9F%8E%A5-24b40a149/ *Instagram - https://www.instagram.com/lifelegacypodcast/ *TikTok - https://www.tiktok.com/@lifelegacypodcast *YouTube - https://www.youtube.com/@thelifelegacypodcast *Facebook - https://www.facebook.com/profile.php?id=61558217934317 *Threads - https://www.threads.net/@lifelegacypodcast *X - https://twitter.com/lifelegacypod *Website -  https://your-life-legacy.com/ *Email for general messages - lifelegacypodcast@outlook.com *Collab with us - lifelegacypodcast@outlook.com*Sponsor Us - lifelegacypodcast@outlook.comCONNECT WITH GAGE CUMMINGS*LinkedIn - https://www.linkedin.com/in/gage-cummings-b71273205/ *Instagram - https://www.instagram.com/ceogage/ PRODUCTION CREDITS:Recorded at Mindset Content Creation StudiosProduced by Tommy MooreBrought to you by Vodcasts by Tommy Moore Presents - https://www.instagram.com/vodcasts_by_tommymoore/HASHTAGS#TheLifeLegacyPodcast    #jaxoncummings   #tommymoorepresents   #personaldocumentaries 

DH Unplugged
DHUnplugged #806: Buy the Rumor and The News

DH Unplugged

Play Episode Listen Later Jun 17, 2026 60:51


Let’s Make a Deal! News Dominated by … SpaceX This week – Fed rate Decision Need a new CTP (SPACEX?) PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? PayPal.Donation.Button({ env:'production', hosted_button_id:'JJJHP2GDEJC7J', image: { src:'https://www.paypalobjects.com/en_US/i/btn/btn_donateCC_LG.gif', alt:'Donate with PayPal button', title:'PayPal - The safer, easier way to pay online!', } }).render('#donate-button'); Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm-Up - Let's Make a Deal! - News Dominated by ... SpaceX - This week - Fed rate Decision - Need a new CTP (SPACEX?) Markets - Another V Formation - Nearing Highs again - IPO Madness - Anthropic and OpenAi - SpaceX IPO - could drain markets - More AI valuations through the roof DEDICATION: Stu Schifter - my good friend of 30 years passed away last night... battled Cancer for 2 years. Market Valuations - S&P 500 Forward P/E = 22.5 - 10-yr average =  19–20x - Long-term average 18-19 - Not cheap, pricing in a lot of earnings growth. - NASDAQ 100 forward P/E =  23-24 - 1-yr average   ~23x - 20-yr average  ~20–21x - Not screaming expensive on a forward basis - - NOTE: Training P/E = 33-40 NEW Playbook - But the Rumor and Buy the News - used to be Buy the Rumor and Sell the News - This is why there is an announcement about something and then a date to follow.... - Monday = Deal, Friday = signing On that note - What is the deal anyway? - Seems that we  (USA) moving out our navy before the final - Straights of Hormuz opening -?? - Has anyone seen the text? - We are no better than we were before all this started... Headline Nonsense - Fox Business: Beware the ticking time bomb hiding in your 401(k) - Required minimum distributions can trigger taxes on Social Security benefits and boost Medicare premiums - This is not a ticking time bomb. This is just reality when you have a lot saved and need to start withdrawals - HOWEVER - there are ways around this and we have helped clients with this. - - Listeners - if you have a 401k and think that you will be paying too much later on - we can take a look at the options... More Retirement Alerts - Social Security running out again.... - Less that 10 year until the reserves are exhausted - The Social Security Administration's newly released 2026 Trustees Report confirms that the federal retirement safety net is less than seven years away from fiscal depletion, as the Old-Age and Survivors Insurance (OASI) trust fund will completely exhaust its accumulated reserves in the fourth quarter of 2032. - Once the reserve dries up, ongoing tax revenues will cover only 78% of scheduled retirement benefits, according to the report. - Some of the blame is being laid on the OBBBA with higher standard deductions and lower taxes on SS Benefits - "The OBBBA also adds a temporary additional standard deduction for taxpayers over age 65," it says. "As a result, less income tax will be paid on Social Security benefits, and the OASI and DI Trust Funds will receive lower levels of revenue in the future from income taxation of Social Security benefits." PSA - The Food and Drug Administration (FDA) has classified a recall of more than 900 cases of Alfredo sauce at its highest risk level after a supplier recalled a dry milk powder ingredient used in the product due to potential salmonella contamination. - The FDA designated the recall as a Class I event, its most serious classification, meaning there is a reasonable probability that use of or exposure to the product could cause serious adverse health consequences or death. - The Coffee Connexion Co., Inc. - According to the FDA, the product was distributed in Alabama, Arkansas, Arizona, California, Colorado, Florida, Georgia, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Massachusetts, Maryland, Maine, Michigan, Minnesota, Missouri, Mississippi, Montana, North Carolina, Nebraska, New Hampshire, New Jersey, New Mexico, New York, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Washington, Wisconsin and Wyoming. Monday Markets - 5:45PM Sunday night we see an announcement that there is a Deal! - Why 5:45PM???????? - Futures rally, oil drops - This is just days after the market already surged after a Truth Social post last Thursday that said that the US will "soon" sign a deal with IRAN ---- That pushed up markets quite a bit too - Buy the rumor and buy the news... Reality Check - Thursday: Trump told reporters in the Oval Office that “we have a deal that Iran will never have a nuclear weapon.” - Monday: 60-day period delay to continue discussions of nuclear issues - Is there a sucker in all of this? $ for IRAN - Supposedly there i some deal... - A $300 billion private fund designed ?to trigger investment into Iran is outlined in the U.S.-Iran framework agreement and more than half that sum has already been committed, a source with ?direct knowledge of the deal told Reuters. - The fund is designed to give both sides an economic incentive to conclude a final deal, said the source, who spoke on condition of anonymity because the plan has not yet been announced as Washington and Tehran prepare to sign on Friday. SpaceX - IPO - Finally! $135 per share - Rose to $160+/- on the debut day - Rather smooth process and very orderly - A total of $85B was raised - due to an add-on additional green-shoe that was allowed ($10B) for institutions. - Rose another $20% on Monday - Retail got about 20% of the deal (down from 30%) Oracle - Oracle Corp. shares declined after the company reported quarterly capital expenses that were higher than estimates, raising investor concerns about the profitability of the AI infrastructure business. - The company expects to spend about $70 billion on net capital expenditures in the current fiscal year, and plans to raise another $40 billion in equity and debt. - Oracle's cloud infrastructure business gained 93% to $5.8 billion, and total cloud revenue is projected to jump about 61% in the quarter ending in August. - The increase of $5B over the course of the year was disconcerting to investors. - Shares dropped the most in over 6 months on the news CPI and PPI - May CPI was mixed but generally cooler on the core reading, with headline CPI up 0.5% month-over-month, matching consensus, while Core CPI rose 0.2%, below the 0.3% consensus and below Briefing's 0.4% estimate. - The softer core CPI reading suggests some easing in underlying consumer inflation pressures, which is the more constructive part of the inflation picture. - May PPI was firmer than expected on the headline reading, with PPI up 1.1% versus 0.7% consensus and 0.8% Briefing estimate, matching the prior month's revised 1.1% pace. - Core PPI rose 0.4%, matching consensus and coming in below the prior month's revised 0.7%, indicating wholesale inflation remained elevated but did not accelerate further on the core measure. - Taken together, the CPI and PPI reports point to a mixed inflation backdrop: consumer-level core inflation looked somewhat better, but producer-level price pressures remained sticky. Cyberdyne - Anthropic announced Claude Fable 5, a Mythos-class model that will be available to its enterprise customers and paid subscribers. - The company unveiled Mythos in April and has limited the rollout because of its advanced cybersecurity capabilities. - Anthropic said Claude Fable 5?s broad release is possible because of new safeguards that block responses in specific high-risk areas. - WAIT! The US government PULLED the plug on Mythos and Fable for any foreign national - From Anthropic - The US government, citing national security authorities, has issued an export control directive to suspend all access to Fable 5 and Mythos 5 by any foreign national, whether inside or outside the United States, including foreign national Anthropic employees. The net effect of this order is that we must abruptly disable Fable 5 and Mythos 5 for all our customers to ensure compliance. Access to all other Anthropic models will not be affected. OpenAi - Confidentially flies for IPO - Sends financials and IPO materials to regulators - making sue all in good order. - This allows the company to iron out accounting, compliance, and regulatory issues in private without triggering a "media circus" or alerting competitors to their financials Last Friday..... - Nonfarm payrolls jumped a seasonally adjusted 172,000 for the period, down slightly from the upwardly revised 179,000 in April and far above the Dow Jones consensus estimate for 80,000. - The unemployment rate held steady at 4.3%, as expected. - Average hourly earnings rose 0.3% for the month and were up 3.4% over the past year, both in line with the Wall Street consensus. Screwworm - The New World screwworm has been detected in a 3-week-old calf in Zavala County, Texas, the first known case of that fly in the United States since 2017. - New World screwworm larvae “burrow into the flesh of living animals, causing serious damage to livestock and economic losses,” the U.S. Department of Agriculture said. - The USDA and Texas officials are taking immediate action to contain and eradicate the pest. - In December, the Food and Drug Administration granted conditional approval to the topical solution Exzolt Cattle-CA1, which is used to prevent and treat New World screwworm infestations and is produced by Merck & Co. - What is going to happen to beef prices? Real Estate - Nationwide, 5.8% of all home listings were pulled off the market in April, according to Redfin. - Delistings were up 3.8% compared with March. - Atlanta saw the highest share of homes come off the market in April, with 1 in 10 delisted. San Jose, California, followed with roughly 9% pulled, then Los Angeles (7.8%), Dallas (7.8%) and Seattle (7.7%).  In other news.... - The Japanese city of Utsunomiya has suspended all 94 of the primary and middle schools ?that it operates on Monday after its ?first-ever bear sighting, a municipal official said. - The city of half-a-million residents about 100 km (60 miles) north of Tokyo said ?the bear was first seen in a residential ?area near a park on Saturday evening. It ?remains at large after the last sighting early ?Monday morning about half a kilometre from a ?middle school.   Love the Show? Then how about a Donation? PayPal.Donation.Button({ env:'production', hosted_button_id:'JJJHP2GDEJC7J', image: { src:'https://www.paypalobjects.com/en_US/i/btn/btn_donateCC_LG.gif', alt:'Donate with PayPal button', title:'PayPal - The safer, easier way to pay online!', } }).render('#donate-button'); The Winner for the THE CLOSEST TO THE PIN for SALESFORCE (CRM)   Winners will be getting great stuff like the new "OFFICIAL" DHUnplugged Shirt!     FED AND CRYPTO LIMERICKS   See this week's stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter

The Life Legacy Podcast
What God Taught Me Through Pain, Loss, and Purpose | Jaxon Cummings | Ep 47

The Life Legacy Podcast

Play Episode Listen Later Jun 17, 2026 48:57


This solo episode features Jaxon Cummings sharing an unfiltered, deeply personal account of his life journey—highlighting pivotal moments that shaped his identity, faith, and purpose.He recounts a near-death childhood accident, his parents' divorce, and the emotional impact of learning his father was gay. These experiences led to confusion, rebellion, and a temporary disconnect from faith. However, a powerful spiritual experience during his teenage years reignited his belief in God and set him on a path of personal transformation.Jaxon discusses his mission experience, discovering his life purpose—to positively impact hundreds of thousands of lives—and how that purpose guided major decisions, including turning down expected paths to follow spiritual promptings.After his father's unexpected passing, Jaxon turned grief into purpose by building a business focused on capturing people's life stories, preserving legacy, and strengthening family connections.The episode closes with lessons on self-love, gratitude, service, and the idea that what you seek in life should be given to others first.Key Themes & Takeaways1. Adversity Shapes IdentityNear-death experience, family divorce, and identity struggles created foundational growth moments.Painful experiences often become the most meaningful catalysts.2. Faith as a Turning PointA single spiritual experience can completely shift perspective and direction.Faith became the anchor that transformed his life from “surface-level happiness” to deep fulfillment.3. Choose People Over DogmaFaced with choosing between religious beliefs and his dad, Jaxon chose love and support.Highlights the complexity of faith, family, and acceptance.4. Personal Revelation & PurposeLearning to “listen” after asking questions (prayer + stillness) became a key life skill.Clear life mission: impact hundreds of thousands of lives positively.5. Delayed Success is Still SuccessBeing held back from his mission felt devastating—but ultimately was part of growth.“God compensation” — setbacks often come with unseen benefits.6. Service Expands FulfillmentRaising money during COVID and helping others created deeper purpose than career success.Service shifts focus away from personal problems.7. Turning Pain Into PurposeFather's death → regret → creation of legacy storytelling business.Mission-driven entrepreneurship rooted in meaning, not just money.8. Self-Love is a DecisionNot earned—chosen.Gratitude and focus determine emotional state.9. Focus on Strengths, Not Just FlawsGrowth comes from building strengths, not obsessing over weaknesses.10. Give What You WantLove, connection, fulfillment—all come faster when given away.LISTEN/WATCH/SUBSCRIBE TO THE “YOUR LIFE LEGACY PODCAST”*Apple Music - https://podcasts.apple.com/us/podcast/the-life-legacy-podcast/id1740167449 *Spotify - https://open.spotify.com/show/2Cd8XFP59Ar864GcaoEDxW *YouTube Podcasts - https://www.youtube.com/@thelifelegacypodcast  *Amazon Music Podcasts - https://music.amazon.com/podcasts/b1949e1f-a973-47da-b1e0-538945afa748/the-life-legacy-podcast *iHeartRadio Podcasts - https://www.iheart.com/podcast/269-the-life-legacy-podcast-165910407 CONNECT WITH “THE LIFE LEGACY PODCAST”*LinkedIn - https://www.linkedin.com/in/jaxon-cummings-%F0%9F%92%AD%F0%9F%8E%A5-24b40a149/ *Instagram - https://www.instagram.com/lifelegacypodcast/ *TikTok - https://www.tiktok.com/@lifelegacypodcast *YouTube - https://www.youtube.com/@thelifelegacypodcast *Facebook - https://www.facebook.com/profile.php?id=61558217934317 *Threads - https://www.threads.net/@lifelegacypodcast *X - https://twitter.com/lifelegacypod *Website -  https://your-life-legacy.com/ PRODUCTION CREDITS:Recorded at Mindset Content Creation StudiosProduced by Tommy MooreBrought to you by Vodcasts by Tommy Moore Presents - https://www.instagram.com/vodcasts_by_tommymoore/

DH Unplugged
DHUnplugged #805: Space Race

DH Unplugged

Play Episode Listen Later Jun 3, 2026 62:19


Another good month – investors are giddy. Oil – CRITICALLY LOW inventory (Inside Baseball). Fed governor admits inflation is hard to control. A major name says they are reducing stocks – but are they really? Announcing the Winner of the CTP for Salesforce (CRM). PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? PayPal.Donation.Button({ env:'production', hosted_button_id:'JJJHP2GDEJC7J', image: { src:'https://www.paypalobjects.com/en_US/i/btn/btn_donateCC_LG.gif', alt:'Donate with PayPal button', title:'PayPal - The safer, easier way to pay online!', } }).render('#donate-button'); Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm-Up - Another good month - investors are giddy - Oil - CRITICALLY LOW inventory (Inside Baseball) - Fed governor admits inflation is hard to control - A major name says they are reducing stocks - but are they really? - Announcing the Winner of the CTP for Salesforce Markets - Huge reversal in Software stocks - A few names on the move - and moving BIG! - SpaceX IPO - could drain markets - More AI valuations through the roof Pizza Mouth ! Reversal - Software stocks bounced this week on strong results from Snowflake and Okta, which both recorded their best days on record. - The results signal that investors may have been too quick to declare the end of software with the emergence of artificial intelligence. - Even as AI displaces certain tools and job functions, many software companies continue to show growth, assisted by their own AI products. - The iShares Expanded Tech-Software exchange-traded fund rose 8% this week and closed May up 21%, the best monthly performance for the ETF since October 2001. - With this month's rally, the iShares software ETF is only down 3.8% for the year, still badly trailing the Nasdaq, which has gained 18% in 2026. Snowflake - Amazon said Wednesday that its cloud division has landed a $6 billion spending commitment from Snowflake, which includes the use of the company's custom silicon and chips for artificial intelligence. - Snowflake's purchase of services and technology from Amazon Web Services will occur over five years, according to a press release about the agreement. - Snowflake intends to expand its use of Amazon's Graviton general-purpose chips, as well as cloud-based graphics processing units for AI. - Snowflake and Amazon are frenemies - they compete but also partner with each other. - Stock up 36% on this news DELL!!!!!!!!!!!! - Dell Technologies Inc. shares surged due to an outlook for annual sales that far surpassed expectations on demand for servers that power artificial intelligence work. - Revenue in the fiscal year ending in January 2027 will be about $167 billion, including $60 billion from the sale of AI servers, topping analysts' average estimate of $142.1 billion. - The company booked $24.4 billion in AI orders and generated $16.1 billion in AI server sales in the quarter ended May 1, with Chief Operating Officer Jeff Clarke saying “The AI opportunity shows no signs of slowing.” - The shares surged 33% to $420.91 at the close Friday in New York, the biggest single-day increase in the more than seven years since the hardware maker returned to the public markets after a five-year hiatus as a private firm. - Up 150% YTD More Dell - New XPS 13 at $699 targets price-sensitive market - Aims to compete with MacBook Neo, lower-end Windows devices - Launch amid global memory chip crunch to gain market share - WINING OVER JCD: -- 13.4-inch screen (very compact footprint) Options: 2K / 2.5K LCD (120Hz) OLED touchscreen (higher contrast)| - Very thin bezels ? almost edge?to?edge screen - Weighs 2.2 lbs - one of the lightes out there and a rival to Apple's Macbook Neo Infighting - OpenAI may release multi-chip AI software, challenging Nvidia's (NVDA) ecosystem advantage, according to The Information - Oh, and NVDA is now releasing a CPU for PCs that is aggrevating Intel and AMD Kaboom! - Blue Origin's New Glenn rocket exploded in a massive fireball while undergoing a test on a Florida launchpad, dealing a major setback to the company. - The explosion is the latest blow to New Glenn's reputation as a reliable alternative to SpaceX's Falcon 9, and Blue Origin's launch schedule is certain to suffer significant delays. - The incident will also affect Amazon's ambitions to build out its Leo satellite network and may delay Blue Origin's role in NASA's Artemis program, which aims to send humans back to the moon. - As important as it will be for Blue Origin to diagnose the cause of the rocket explosion, it could take many months to repair its launchpad in Florida. Taking Down - Really? - BlackRock Inc. is trimming its bet on stocks across its model-portfolio business as US equities surge to record highs following a strong earnings season. - The firm cut its overweight position in equities from 3% to 1%, triggering billions of dollars of flows between BlackRock's exchange-traded funds. - BlackRock remains confident in equities and will maintain positions that bet on growing corporate profits, artificial intelligence and government spending, but is rotating away from longer-dated US debt in favor of global fixed-income and liquid alternatives. Slight - SpaceX is targeting a valuation of at least $1.8 trillion in its initial public offering, according to people familiar with the matter. - The company is seeking to raise as much as $75 billion, which would make it the biggest IPO of all time, and is expected to start formal marketing of its IPO as soon as June 4. -SpaceX had $18.7 billion in revenue in 2025, and the company's pitch to investors shows its evolution into an AI services and infrastructure giant with a total addressable market of $28.5 trillion. - 3-5% of the shares will be floated (TIGHT) Strategy: keep supply constrained, which: supports price discovery maintains founder control creates early scarcity dynamics - - - SpaceX has reserved 5% of the shares ?in its planned initial public offering for certain employees and individuals selected by its executive officers, exempting them from post-IPO lock-up restrictions AND.. Even more Valuations - AI giant Anthropic is now worth more than OpenAI. - Anthropic announced a $65 billion Series H financing at a $965 billion valuation, a round led by Altimeter Capital, Dragoneer, Greenoaks and Sequoia Capital. - The financing puts its valuation above that of rival AI lab OpenAI. - The valuation has TRIPLED since February Let's GO! - Shares of LG Electronics surged as much as 24% after the company announced a series of automotive innovations built with technology from Alphabet Inc.'s Google. - The company said its new range of solutions is built on Android automotive operating systems. Its system can control multiple displays with different aspect ratios at the same time by using a single-on-chip, which is different from other conventional in-vehicle display systems, LG said. - But 24% on this news? - More reason that the KOSPI is moving higher No One Care - But... - Inflation has been above the 2% target for 5 years now - Minneapolis Federal Reserve President Neel Kashkari said Thursday that bringing down inflation in the U.S. remains his top priority, warning that consumer prices are still “much too high.”| - Speaking to CNBC's Kaori Enjoji at the Bank of Japan-IMES Conference, Kashkari said that the U.S. central bank would continue taking a “balanced approach” to its dual mandate of price stability and full employment. - 5 YEARS! ---- What that tells us is that the Fed is totally unable to do anything about inflation .... Are we the only ones that see that? Inside Baseball - From a colegie that will go un-named. --- Let's just say he is someone who knows what they are talking about and runs BIG money ----- This is what he said to me..... - Apparently, oil execs were opining with POTUS in meetings yesterday that oil inventories are at alarmingly low levels and oil prices could soon skyrocket (I might soften that language a bit but they know the oil biz better than me) if SoH does not open soon. - I ran a few numbers on total oil inventories including and excluding the SPR. - Total supplies are 10th percentile vs history (although that includes a period when the SPR ramped from 0 to 600mln barrels in the 1980's). - Today it is 4th percentile if you start from 1990 when the SPR was basically full. - The 4 week net and % draw the last 3 weeks are the largest draws of all time. - And not surprising the 1 week net and % draw of the SPR are also the 2 largest draws of all time the last 2 weeks. Surprised - No.... --- This is another story similar to what we saw a few months ago - Taiwan prosecutors suspect that three individuals smuggled at least one shipment of Nvidia Corp. AI chips to China after first exporting them to Japan. - The trio was detained for allegedly falsifying documents related to exports of Super Micro Computer Inc. servers containing advanced Nvidia chips, which the US has barred from sale to China without a license. - Taiwan authorities seized about 50 servers for which they accuse the trio of preparing fraudulent export documents, but at least one shipment had already gone through Taiwan customs and made it to Hong Kong. Under/Over? - Tesla will be somehow folder/merged or taken over by SpaceX in an all stock deal - Tesla market cap is $1.6 Trillion so that will be a tough one to take on as SpaceX is about equal in size. ---- If this happens, when ? Mini Retirement - Is this a THING? - A mini retirement is when you take a planned break from working, usually for a few months to a couple of years, instead of waiting until age 65+ to fully retire. - Tim Feerris popularized this... (4 day workweek dude) Step 1: Work & save aggressively 2–10+ years Build a specific “freedom fund” Step 2: Take time off 3 months to 2 years Travel, recharge, pursue interests, or experiment with new ideas Step 3: Return to work Same career… or pivot to something new Then repeat if desired.   Love the Show? Then how about a Donation? Announcing the THE CLOSEST TO THE PIN for SALESFORCE (CRM)   Winners will be getting great stuff like the new "OFFICIAL" DHUnplugged Shirt!     FED AND CRYPTO LIMERICKS   See this week's stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter

DH Unplugged
DHUnplugged #804: Circular Bio-Economy

DH Unplugged

Play Episode Listen Later May 27, 2026 67:54


Oil Drops – Still highest cost for Memorial Day in years Consumer Sentiment Drops again New Fertilizer coming – Kinda Soilent Green vibe Everyone is talking about SpaceX PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm-Up - Oil Drops - Still highest cost for Memorial Day in years - Consumer Sentiment Drops again - New Fertilizer coming - Kinda Soilent Green Concept - Everyone is talking about SpaceX Markets - Nothing Really Matters - Anyone can see - New HIGHS - Governments picking the winners again - CHIPS ! - Concentration NVDA - Over the weekend, Jensen Huang said that his forecast of a $200 billion market for CPUs includes China, signalling Nvidia still sees significant long-term demand in the market amid ongoing U.S.-China technology tensions. - During an earnings call on Wednesday, Huang said Nvidia's new "Vera" central processors give it access to a new $200 billion market. - So, once again the PR machine is running overtime to make sure there is no reason for anyone to sell the stock - needed to make this clarification over the weekend - Nvidia has received licenses from the U.S. government to sell its H200 chips but has not received approval from Chinese officials who are fostering China's own chip suppliers. Consumers - Consumer sentiment has tumbled to a fresh record low in May as fears of higher prices grow due to the U.S.-Iran war and elevated oil prices, the University of Michigan's Surveys of Consumers said Friday. - The index of consumer sentiment fell to 44.8 from a preliminary reading of 48.2. It's also well below the 49.8 level seen at the end of April. Consumers Upset South Korea - Record after record... - This is an impressive chart - Two companies -Samsung and SK Hynix -----40% of the entire KOSPI index's total market capitalization. Kospi Index Who Believes this Crap? - U.S. forces have conducted “self defense” strikes in southern Iran early Tuesday, with U.S. Central Command saying that this was to “protect our troops from threats posed by Iranian forces.“ - “U.S. Central Command continues to defend our forces while using restraint during the ongoing ceasefire,” Hawkins added. - Meanwhile there was some talk over the weekend that --- 1) We are very close to a deal and it will happen soon ----2) We are in no rush for a deal ----3) How many times is this same line going to be used to try to push the price of oil down (it did move towards $90 after the weekend resumption of futures trading) - Neither side can agree on anything... Secretary of State Marco Rubio said on Friday that the United States has seen some progress towards a deal but that more work was required, while Iran's foreign ministry said the differences remained deep and significant. - Tiresome CEO of Ford - Did you know -??? - The CEO of Ford (Jim Farley) is cousin to Chris Farley Farley and Farley Crops - Farmers worldwide are under pressure due to the Iran war disrupting supplies of conventional nitrogen fertilizers, forcing them to improvise ahead of the fall planting season. - Some farmers are turning to age-old solutions like manure, while others are experimenting with newer technologies, including waste-based inputs and microbial products. -----Circular bio-economy The crisis is giving fresh momentum to products that have long struggled to gain widespread adoption, with demand for biofertilizers and biostimulants rising and companies seeing rising interest and increased sales. - Municipal wastewater and treated human urine, which contain high levels of nutrients that can be processed. ---- So, if your corn is a little extra yellow this summer - now you know... Government's Hand - Quantum computing shares popped last Thursday, as the U.S. government said it would award $2 billion in grants to nine firms operating in the space. - IBM is the biggest beneficiary of the package, with the U.S. Commerce Department agreeing to give the firm $1 billion. - Chipmaker GlobalFoundries is receiving $375 million, while other grant recipients D-Wave Quantum, Rigetti Computing and Infleqtion will be awarded $100 million. - Shares of D-Wave added 33%, Rigetti soared 30% and Infleqtion skyrocketed about 31%. - Funding will come from the 2022 Chips and Science Act. More Money Throwing - Nvidia Corp. bought $500 million worth of rights for shares in Corning Inc. as part of a partnership to expand artificial intelligence infrastructure. - Corning pledged to increase US fiber production capacity by more than 50% to supply more optical fiber for AI data centers. - The partnership includes Corning's plan to construct three new complexes in North Carolina and Texas, which is estimated to create more than 3,000 new US jobs. DEBT - Global debt hits new record, IIF (institute for International Finance) report shows - Global debt rose for a fifth consecutive quarter in Q1 2026, increasing by more than $4.4 trillion to a record high of over $350 trillion, with the increase concentrated largely in the United States and China. - Investors shows signs of shift away from Treasuries - Global debt-to-GDP ratio stable around 305% - NOTHING TO SEE HERE Global Debt More Charts AI Reality? - Starbucks retires AI tool nine months after North American deployment - Tool was part of CEO Brian Niccol's campaign to fix product shortages - AI tool miscounted items, leading to errors, Reuters has reported Starbucks cites need for consistency, supply chain improvements in ending program More AI - Elon Musk's Grok is seeing minimal adoption in US government - even though it's cheap- - Grok lags far behind OpenAI and other rivals that analysts call more capable - Data shows uptake by corporations is also weak, suggesting Grok's problems stretch beyond government - Is it possible that corps don't trust Musk after the way he heavy handled the DOGE process? - Is this going to impact SpaceX growth story? Employment and Ai - The co-founder of AI company Anthropic said on Monday that the development of artificial intelligence cannot be left solely to technology companies, urging greater oversight from religious leaders, governments and civil society. - Speaking at the presentation of Pope Leo's first encyclical, addressing the challenges posed by artificial intelligence, Chris Olah said there was "a real possibility" that AI will displace human labour "at very large scale". Scared - China is restricting overseas travel for top AI professionals in private firms, requiring them to get approval from relevant authorities before embarking on overseas travel. - The government is targeting talent within the AI sphere, including startup founders, researchers, and executives, and adding individuals to the list based on assessments of their critical importance to the country. - The restrictions risk undermining the ability of AI firms in China to recruit and retain talent, and may force engineers with global ambitions to choose between staying home or going abroad earlier in their careers. CHIPS - Micron topped a $1 trillion market value for the first time on Tuesday as shares popped 18%, driven by insatiable artificial intelligence demand for its memory chips. - The stock surge came as UBS tripled its price target on the stock from $535 to $1,625 a share, citing long-term agreement opportunities with partially fixed pricing. - “We believe the market will start to put a more ‘normal' multiple on the stock and MU will continue to re-rate higher as more details emerge about the structural changes AI has driven to the entire memory complex,” the firm wrote. SpaceX - Lots of interest on this... - Lots of clients calling on this and we are working on this for them - Here is a bit of a reality check... --- First - company still losing billions of dollars - some may look past that - - Weird inclusion period for indices and that may take stock up due to required buying ahead of the inclusion (keeping a floor on prices in the beginning) ---- SpaceX plans to allow a large portion of its shares to become eligible for resale before the usual six-month restriction period post-IPO, under a staged system conditioned to the company's performance, a company filing shows. - The approach, designed to avoid a large wave of shares hitting the market at once, would depart from the standard 180-day lock-up that has prevailed in the U.S. Most companies going public restrict early investors from selling shares to help stabilize the stock. - Valuation somewhere between $1.5T and $2T (a year ago it was like $400 million) - Valuation in December was $750 M - Rationale for the big valuation: SpaceX is leveraging its satellite network to build massive, space-based AI data centers, which take advantage of limitless solar energy and off-planet cooling Retail  - Ross Stores Inc. raised its sales and profit guidance after first-quarter results surpassed consensus estimates, aided by strong customer traffic among younger shoppers. - The company reported sales of $6.01 billion and earnings of $2.02 per share, with same-store sales growing 17% in the period, a record for Ross. - Ross now expects full-year same-store sales to grow 6% to 7%, and earnings of $7.50 to $7.74 per share, with executives citing increased customer traffic as a key driver of profit. Meanwhile - Walmart issued a worse-than-expected financial outlook amid soaring gas prices. - Finance chief John David Rainey said high tax returns may have muted some of the impact high gas prices had on shoppers in the first quarter, indicating consumer pressures could rise in the current quarter - The big-box retailer issued fiscal first-quarter results that beat Wall Street's expectations on the top line but were only in line on the bottom. - The retailer said it's expecting adjusted earnings per share to be between $2.75 and $2.85, lower than expectations of $2.91, according to LSEG. - Walmart said it anticipates net sales will rise between 3.5% and 4.5% for the year. Ferrari - Electric - Ferrari (RACE) is trading lower today after the company unveiled its first fully electric vehicle, the Ferrari Luce, marking a major strategic shift away from its traditional combustion-engine supercar identity. - The Luce is a four-door, five-seat ultra-luxury EV developed with former Apple (AAPL) design chief Jony Ive, featuring a quad-motor setup producing over 1,000 horsepower, a 0--60 mph time of roughly 2.5 seconds, and a price tag around $640,000. - Despite these headline-grabbing performance specs, investors reacted negatively because the design is seen as a sharp break from RACE's iconic styling, with many critics arguing it looks closer to a mass-market EV than a traditional Ferrari. Saying goodbye - One of America's once-dominant beer brands is being discontinued after more than 175 years. - Schlitz Premium, a beer brand that traces its roots to Milwaukee in the 1840s and was once among the largest breweries in the country, is being put "on hiatus," parent company Pabst Brewing Co. confirmed Friday after Wisconsin Brewing Company announced it would brew the brand's final batch later this month. - "Unfortunately, we have seen continued increases in our costs to store and ship certain products and have had to make the tough choice to place Schlitz Premium on hiatus," Zac Nadile, Pabst head of brand strategy, said in a statement to Milwaukee Magazine. Love the Show? Then how about a Donation? Announcing the THE CLOSEST TO THE PIN for SALESFORCE (CRM)   Winners will be getting great stuff like the new "OFFICIAL" DHUnplugged Shirt!     FED AND CRYPTO LIMERICKS   See this week's stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter