POPULARITY
Categories
On today's episode, Kyle Grieve chats with Ian Cassel about what separates good, great, and GOAT investors by breaking down the five core skills of stock picking. We'll also explore how elite investors evolve, avoid common traps, and develop underappreciated edges that compound into long-term outperformance. IN THIS EPISODE YOU'LL LEARN: 00:00 - Intro 02:30 - What sparked Ian's obsession with investor greatness. 07:41 - The two metrics that reveal actual investing skill. 13:07 - Why radical self-honesty drives long-term improvement. 16:41 - The track records that define good, great, and GOAT investors. 19:09 - What a jiu-jitsu legend taught Ian about mastery. 19:09 - Five core skills every top investor must develop. 36:19 - Why staying the same means falling behind. 44:16 - Hidden skills that give GOATs an unfair edge. 01:08:16 - The rare skill Ian leverages for outperformance. 01:11:15 - Offense vs. defense: applying it to your portfolio. Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join Clay and a select group of passionate value investors for a retreat in Big Sky, Montana. Learn more here. Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Read Ian's MicroCapClub Newsletter here. Check out the MicroCapClub here. Learn about MicroCapClub's free events here. Follow Kyle on X and LinkedIn. Check out all the books mentioned and discussed in our podcast episodes here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Check out our We Study Billionaires Starter Packs. Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: SimpleMining Hardblock AnchorWatch Unchained Human Rights Foundation Vanta Indeed Fundrise Onramp reMarkable Shopify Abundant Mines River Financial The Bitcoin Way HELP US OUT! Help us reach new listeners by leaving us a rating and review on Spotify! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Benjamin and Chance talk about all the changes in iOS 26 beta 2 and macOS Tahoe beta 2, try out all the new features in watchOS 26 for the first time, and talk about why availability of Apple features and services can be so splintered. And in Happy Hour Plus, Benjamin saw the F1 film in IMAX, and en route observed some horror stories of how people actually use their phones in the real world. Subscribe at 9to5mac.com/join. Sponsored by IDEO U: check out IDEO U's online learning experiences, built by experts from the renowned design and innovation company IDEO. Get 15% by going to ideou.com/happyhour. Sponsored by Backblaze: Never lose a file again. Use code “9to5HH” at checkout for 10% off. Sponsored by Shopify: Grow your business no matter what stage you're in. Sign up for a $1 per month trial at shopify.com/happyhour. Sponsored by HelloFresh: America's #1 meal kit! Get 10 Free Meals with a Free Item For Life at HelloFresh.com/happyhour10fm. Hosts Chance Miller @chancemiller.me on Bluesky @chancehmiller@mastodon.social @ChanceHMiller on Instagram @ChanceHMiller on Threads Benjamin Mayo @bzamayo on Twitter @bzamayo@mastodon.social @bzamayo on Threads Subscribe, Rate, and Review Apple Podcasts Overcast Spotify 9to5Mac Happy Hour Plus Subscribe to 9to5Mac Happy Hour Plus! Support Benjamin and Chance directly with Happy Hour Plus! 9to5Mac Happy Hour Plus includes: Ad-free versions of every episode Pre- and post-show content Bonus episodes Join for $5 per month or $50 a year at 9to5mac.com/join. Feedback Submit #Ask9to5Mac questions on Twitter, Mastodon, or Threads Email us feedback and questions to happyhour@9to5mac.com Links Magic Rays of Light The Talk Show Apple Sports app redesigned with new personalized sections, adds tennis scores just in time for Wimbledon Everything new in iOS 26 beta 2 iOS 26 beta 2 provides first possible confirmation of iPhone 17 Air resolution macOS Tahoe 26 beta 2 changes Finder icon macOS Tahoe 26 beta 2 includes toggle to restore menu bar background Camera Remote hint on watchOS 26 F1 Marks Apple's Acceleration into a New Era of Entertainment
Join Matt Perrault and special guest Sim Harmon, the CEO of Kutt - The Social Betting Platform, to talk about the history of the platform and the long journey that led him to today! Matt and Sim also break down the best ways for new users to profit when using the site and also discuss the current state of the sports betting landscape Timestamps: (May be off due to ads) Intro - 0:00:00 Kutt Betting Overview - 0:00:30 Sim's Background - 0:01:49 The Origin Of Kutt - 0:07:20 Who Should Be Using Kutt? - 0:09:12 BettingPros App - 0:14:00 How Do We Place Bets on Kutt? - 0:14:45 Who Decides How a Bet Settles? - 0:19:55 Combining Fantasy Football & Sports Betting - 0:24:48 What's The Current State of US Sports Betting? - 0:26:16 Would You Start Kutt in the Current Environment? - 0:32:02 Helpful Links: BettingPros App - Make winning bets with advice and picks from top sports betting experts. The BettingPros app puts consensus and expert-driven sports betting advice at your fingertips to help you pinpoint the best odds and make winning bets. Download it today on the App Store or Google Play. BettingPros Discord - Looking to up your game in sports betting? Join our exclusive sports betting Discord community at bettingpros.com/chat! Not only can you connect with expert handicappers who provide free picks for NBA, NFL, MLB, NHL, player props, live betting, and more, but now you can also participate in our weekly community picks. Cast your vote, see how your picks stack up against the experts, and track your success! BettingPros Pick Tracker – Want to track all of your wagers in one place? Check out the BettingPros Pick Tracker. It syncs up with your sportsbooks to tally which picks hit, and which miss AND gives you a live look at what the public is doing so you can use real-time tracking to determine which plays to make, and which to fade: bettingpros.com/pick-trackingSee omnystudio.com/listener for privacy information.
Digitale Barrierefreiheit wird für viele Unternehmen zur Pflicht. Online-Shops, Apps und digitale Dienste müssen neue Standards erfüllen und Stolperfallen abbauen. Das soll mehr Teilhabe bringen, doch die Umsetzung wird für viele zur Herausforderung. Morgenthaler, Ronja www.deutschlandfunk.de, Hintergrund
So, we've made it: the series finale. It's been a long road, but after two gruelling medium-length episodes, our exhaustive anthropological study of Dublin's illicit gay underground is finally complete. Our resident cruisologist Glen dusts himself off from whichever filthy alleyway he recorded yesterday's podcast, and takes a trip to the comparatively idyllic surrounds of the gay sauna. His guide is world-famous pop-star and filmmaker PureGrand who, fresh off the heels of the release of his hit new single, drops by to spill the proverbial on one of Dublin's hottest hook-up spots. Thanks for tuning into our Dickovery Channel series, and thanks again for not sending these ones to our families. Outro music is, of course, 'Seven Up' by PureGrand, out on YouTube and all problematic streaming platforms now x Support the show
Our Panel Discusses:$750,000 In Cards Bought In 10 Seconds At Fanatics FestFanatics Fest ReactionKevin Durant Trade Gets a Topps NOW Card Treatment$2 Million Bid on Signed Jordan RookieArena Club App: https://content.arenaclub.com/the-arena-club-appJoin CardsHQ Breaks on Whatnot ►: https://bit.ly/cardshqbreaksJoin CardsHQ Shop on Whatnot ►: https://bit.ly/cardshqshopJoin CardsHQ Ally on Whatnot ►: https://bit.ly/cardshqallyJoin CardsHQ Poke on Whatnot ►: https://bit.ly/cardshqpokeShop CardsHQ Inventory Online ►: https://bit.ly/cardshqTrack card prices & your collection with Market Movers ►: https://bit.ly/marketmoversappDiscounted PSA/SGC Card Grading ►: https://bit.ly/gradingserviceDownload our Apps!SCI App (Apple) ►: https://apple.co/3riGbb5SCI App (Google) ►: https://bit.ly/SCIAPPGooglePlayFollow Us:Our TCG YouTube ►: https://bit.ly/tcghqytSCI Instagram ►: https://bit.ly/SCIIGSCI Twitter ►: https://bit.ly/scitweetsSCI Facebook ►: https://bit.ly/FBSCIPageGeoff's IG ►: https://bit.ly/itsgeoffwilsonGeoff's YouTube ►: https://bit.ly/ytgeoffCard Kids YouTube ►: https://bit.ly/cardkidsytMarket Movers YouTube ►: https://bit.ly/marketmoversyt
Our 213nd episode with a summary and discussion of last week's big AI news! Recorded on 06/21/2025 Hosted by Andrey Kurenkov and Jeremie Harris. Feel free to email us your questions and feedback at contact@lastweekinai.com and/or hello@gladstone.ai Read out our text newsletter and comment on the podcast at https://lastweekin.ai/. In this episode: Midjourney launches its first AI video generation model, moving from text-to-image to video with a subscription model offering up to 21-second clips, highlighting the affordability and growing capabilities in AI video generation. Google's Gemini AI family updates include high-efficiency models for cost-effective workloads, and new enhancements in Google's search function now allow for voice interactions. The introduction of two new benchmarks, Live Code Bench Pro and Abstention Bench, aiming to test and improve the problem-solving and abstention capabilities of reasoning models, revealing current limitations. OpenAI wins a $200 million US defense contract to support various aspects of the Department of Defense, reflecting growing collaborations between tech companies and government for AI applications. Timestamps + Links: (00:00:10) Intro / Banter (00:01:32) News Preview Tools & Apps (00:02:12) Midjourney launches its first AI video generation model, V1 (00:05:52) Google's Gemini AI family updated with stable 2.5 Pro, super-efficient 2.5 Flash-Lite (00:07:59) Google's AI Mode can now have back-and-forth voice conversations (00:10:13) YouTube to Add Google's Veo 3 to Shorts in Move That Could Turbocharge AI on the Video Platform Applications & Business (00:11:10) The ‘OpenAI Files' will help you understand how Sam Altman's company works (00:12:29) OpenAI drops Scale AI as a data provider following Meta deal (00:13:28) Amazon's Zoox opens its first major robotaxi production facility Projects & Open Source (00:15:20) LiveCodeBench Pro: How Do Olympiad Medalists Judge LLMs in Competitive Programming? (00:19:45) AbstentionBench: Reasoning LLMs Fail on Unanswerable Questions (00:22:49) MiniMax-M1: Scaling Test-Time Compute Efficiently with Lightning Attention Research & Advancements (00:24:33) Scaling Laws of Motion Forecasting and Planning -- A Technical Report Policy & Safety (00:28:07) Universal Jailbreak Suffixes Are Strong Attention Hijackers (00:30:52) OpenAI found features in AI models that correspond to different ‘personas' (00:33:25) OpenAI wins $200 million U.S. defense contract
Any mid-life woman knows that once you hit your 40s, 50s, or 60s, things will not go well if you eat the same way you did when you were 20. But it's confusing to know what to eat, and how much to eat, without downloading multiple APPs and carrying around a calculator My guest, Alexandra Filingeri, holds a doctorate in Clinical Nutrition with a focus on evidence-based nutrition interventions, particularly in mid-life and menopause. In this episode, we cover practical nutrition tips- what to eat and how much to eat to maximize health aging. Dr. Filingeri also answered questions that came in from my Substack readers. By the way, my favorite frozen vegetables that I couldn't remember the name of? Puravida Fire Roasted Vegetable Melange What changes post menopause Obesity, hot flashes and weight loss The impact of insomnia on weight Individual energy requirements Macronutrients vs micronutrients Protein supplements- yay or nay Glycemic index Sugar and belly fat Grocery store strategies Dr. Alexandra Filingeri is a Registered Dietitian with a Doctorate degree in Clinical Nutrition. During her doctoral studies, Dr. Filingeri focused on metabolic disorders, nutritional biochemistry, and clinical research methodologies, equipping herself to deliver evidence-based nutrition interventions. Her clinical expertise focuses on midlife nutrition and hormone-related health. Website: Nutrition by Dr. Alexandra – Beauty From The Inside Out Instagram: Dr. Alexandra Filingeri DCN RDN (@nutritionby_dralexandra) • Instagram photos and videos Linkedln: Alexandra Filingeri, DCN RDN - Registered Dietitian in Private Practice - Nutrition By Dr Alexandra | LinkedIn Dr. Streicher is on SUBSTACK DrStreicher.Substack.com Articles Monthly newsletter All COME AGAIN podcast episodes Monthly News Flash Reports on recent research Monthly Zoom Ask Me Anything Webinar Information on Dr. Streicher's COME AGAIN Podcast- Sexuality and Orgasm Lauren Streicher MD, is a clinical professor of obstetrics and gynecology at Northwestern University's Feinberg School of Medicine, the founding medical director of the Northwestern Medicine Center for Sexual Medicine and Menopause, and a Senior Research Fellow of The Kinsey Institute, Indiana University. She is a certified menopause practitioner of The Menopause Society. She is the Medical Director of Community Education and Outreach for Midi Health. Dr. Streicher is the medical correspondent for Chicago's top-rated news program, the WGN Morning News, and has been seen on The Today Show, Good Morning America, The Oprah Winfrey Show, CNN, NPR, Dr. Radio, Nightline, Fox and Friends, The Steve Harvey Show, CBS This Morning, ABC News Now, NBCNightlyNews,20/20, and World News Tonight. She is an expert source for many magazines and serves on the medical advisory board of The Kinsey Institute, Self Magazine, and Prevention Magazine. She writes a regular column for The Ethel by AARP and Prevention Magazine. LINKS Subscribe To Dr. Streicher's Substack Information About the COME AGAIN Podcast Dr. Streicher's CV and additional bio information To Find a Menopause Clinician and Other Resources Glossary Of Medical Terminology Books by Lauren Streicher, MD Slip Sliding Away: Turning Back the Clock on Your Vagina-A gynecologist's guide to eliminating post-menopause dryness and pain Hot Flash Hell: A Gynecologist's Guide to Turning Down the Heat Sex Rx- Hormones, Health, and Your Best Sex Ever The Essential Guide to Hysterectomy Dr. Streicher's Inside Information podcast is for education and information and is not intended to replace medical advice from your personal healthcare clinician. Dr. Streicher disclaims liability for any medical outcomes that may occur because of applying methods suggested or discussed in this podcast.
We're coming to you live from Permissionless! We cover Polymarket's resurgence and cultural relevance, PumpFun's consumer-driven strategy and funding ambitions, and the evolving role of trading bots and prosumer apps. We also explore CEX onchain strategies, Robinhood's approach to crypto, and how IPO trends may reshape the industry's capital markets. Thanks for tuning in! As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice. -- Katana is a DeFi-first chain built for deep liquidity and high yield. No empty emissions, just real yield and sequencer fees routed back to DeFi users. Pre-deposit now: Earn high APRs with Turtle Club https://app.turtle.club/campaigns/katana or spin the wheel with Katana Krates https://app.katana.network/krates -- Ledger, the global leader in digital asset security, proudly sponsors 0xResearch! As Ledger celebrates 10 years of securing 20% of global crypto, it remains the top choice for securing your assets. Buy a LEDGER™ device now and build confidently, knowing your precious tokens are safe. Buy now on https://shop.ledger.com/?r=1da180a5de00. -- Marinade is the premier staking delegation platform on Solana, bringing billions in liquidity and security to the Solana network, and connecting SOL holders to the best staking rates. Since launching in 2021, Marinade has expanded their suite of products to provide solutions for both DeFi users and TradFi, including liquid and native staking, as well as direct enterprise integrations. To learn more about Marinade, follow the link below: https://marinade.finance/?utm_source=blockworks&utm_medium=partnerships&utm_campaign=podcast -- Follow Dan: https://x.com/smyyguy Follow Ryan: https://x.com/_ryanrconnor Follow Danny: https://x.com/defi_kay_ Follow Boccaccio: https://x.com/salveboccaccio Follow Blockworks Research: https://x.com/blockworksres Subscribe on YouTube: https://bit.ly/3foDS38 Subscribe on Apple: https://apple.co/3SNhUEt Subscribe on Spotify: https://spoti.fi/3NlP1hA Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ Join the 0xResearch Telegram group: https://t.me/+z0H6y2bS-dllODVh -- Timestamps: (0:00) Introduction (0:52) Polymarket's New Raise (9:51) Ads (Katana & Legder) (10:28) PumpFun's Social Strategy (19:30) Ads (Katana & Legder) (20:35) Trading Bots & Prosumer Apps (27:31) PUMPs Impact on Solana (32:03) Marinade Ad (32:35) CEX Onchain Product Offerings (41:58) Dunk Boccaccio and Danny -- Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place Blockworks Research: https://www.blockworksresearch.com/ Free Daily Newsletter: https://blockworks.co/newsletter -- Disclaimer: Nothing said on 0xResearch is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Boccaccio, Danny, and our guests may hold positions in the companies, funds, or projects discussed.
Original Post
Elaine Burke, journalist and host of the 'For Tech's Sake' podcast
In this episode, Preston sits down with Chris and Joe to explore how Bitcoin is changing the way we think about corporate treasuries, asset valuation, and investment risk. They dive into the STRIVE report, debate traditional financial models, and propose new frameworks for evaluating assets in a Bitcoin-denominated world. IN THIS EPISODE YOU'LL LEARN: 00:00 - Intro 01:58 - How Bitcoin reshapes asset valuation and opportunity cost analysis 10:23 - Why Internal Rate of Return (IRR) is crucial for comparing investments in a Bitcoin world 13:05 - The challenges of applying traditional DCF models to Bitcoin 20:45 - The concept and implications of the equity stability premium 22:59 - How Bitcoin's volatility can be reframed as an asset rather than a liability 26:19 - Why volatility perceptions differ between traditional finance and Bitcoin maximalists 31:08 - How Bitcoin adoption trends impact valuation and investment strategy 08:29 - Preston's personal journey in reevaluating valuation models using Bitcoin 40:46 - Portfolio risk management principles involving Bitcoin and traditional assets 50:06 - Insights from the STRIVE report on future asset valuation frameworks Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Joe's X Account. Chris' X Account. The Strive Report on: The Case for Bitcoin in Corporate Treasuries. The Unchained Report: Repricing the Economy in Bitcoin. Check out all the books mentioned and discussed in our podcast episodes here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our Bitcoin Fundamentals Starter Packs. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: SimpleMining Hardblock AnchorWatch Unchained Human Rights Foundation Vanta Indeed Fundrise Onramp reMarkable Shopify Abundant Mines River Financial The Bitcoin Way Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Are you ready to scale your business the right way? In this episode of the Young Boss podcast, we're breaking down how building apps or adding software can skyrocket your business value by up to 18x.Isabelle shares practical advice, empowering stories, and actionable insights young entrepreneurs need to know before diving into tech development. Learn how to identify if your business truly needs an app, the secret to monetizing it through strategies like white labeling and subscriptions, and how to avoid costly mistakes that can derail your progress. Discover why scalability is the ultimate game changer and how proprietary tech can make your business indispensable while increasing its value and appeal to buyers. Plus, hear real-life examples of successful app launches and what NOT to do when investing in tech. This episode is packed with leadership skills, financial literacy tips, and strategies to take your entrepreneurial journey to the next level. If you're ready to transform your business and unlock new opportunities, hit the like button, share this video, and subscribe! Follow us on Instagram and TikTok for more tips, tools, and strategies to fuel your growth. Remember, youth is your power, and your potential is limitless. Start building your dream today!#b2bmarketing #leadgeneration #scalablegrowth #agiletransformation #operationalefficiencySubscribe to Young Boss with Isabelle Guarino wherever you get your podcasts, and be sure to like, share and follow on Instagram and TikTok.And remember, youth is your power.
Are audio-based social apps still relevant for blind users in 2025? Steven and Shaun revisit Zello, Clubhouse, and other platforms while tackling listener questions about Siri, Braille signage, CD ripping, and accessible radio tech.In this episode of Double Tap, Steven and Shaun open the inbox and answer listener questions on everything from nostalgic chat apps like Zello and Clubhouse to modern frustrations with Siri. They discuss the decline of accessible audio-first communities, challenges with Braille signage in public spaces, and the reality of digitizing CD collections for Bluetooth listening.Listeners also raise concerns about potential funding cuts to US assistive technology (AT) programs and the future of Braille and specialized devices. Plus, there's news about a new talking DAB/FM radio in development and practical feedback on using Siri offline or with different accents.Chapters00:00 - Introduction05:02 - Listener Marc on audio social media apps16:13 - Listener Mary says you can use Siri to open apps even while offline18:38 - Listener Nicole wants to rip her CDs27:25 - Listener Ray talks about the challenge of inaccessible radios29:12 - Listener Tom asks about indoor navigation using the Stellar Trek30:46 - Listener Steve is getting refresher lessons for mobility38:07 - Listener Rebecca has concerns about the state of the AT market in the US39:56 - Listener Scout on various topics including a good mug for Shaun45:36 - Listener Ryan on the best way to speak to Siri49:21 - Listener Pete wants a Mr F badge50:10 - Listener Damian wonders what all the fuss around Siri is? Find Double Tap online: YouTube, Double Tap Website---Follow on:YouTube: https://www.doubletaponair.com/youtubeX (formerly Twitter): https://www.doubletaponair.com/xInstagram: https://www.doubletaponair.com/instagramTikTok: https://www.doubletaponair.com/tiktokThreads: https://www.doubletaponair.com/threadsFacebook: https://www.doubletaponair.com/facebookLinkedIn: https://www.doubletaponair.com/linkedin Subscribe to the Podcast:Apple: https://www.doubletaponair.com/appleSpotify: https://www.doubletaponair.com/spotifyRSS: https://www.doubletaponair.com/podcastiHeadRadio: https://www.doubletaponair.com/iheart About Double TapHosted by the insightful duo, Steven Scott and Shaun Preece, Double Tap is a treasure trove of information for anyone who's blind or partially sighted and has a passion for tech. Steven and Shaun not only demystify tech, but they also regularly feature interviews and welcome guests from the community, fostering an interactive and engaging environment. Tune in every day of the week, and you'll discover how technology can seamlessly integrate into your life, enhancing daily tasks and experiences, even if your sight is limited. "Double Tap" is a registered trademark of Double Tap Productions Inc.
US-Geheimdiensterkenntnissen zufolge, über die die «New York Times» und CNN berichteten, könnten die US-Angriffe das iranische Atomprogramm möglicherweise nur um wenige Monate zurückgeworfen haben. Donald Trump widersprach dieser Einschätzung am Mittwoch während des Nato-Gipfels in Den Haag.Der US-Präsident sprach von «Fake News» und betonte, man habe die Atomanlagen «vollständig zerstört». In Den Haag sagte er vor Journalisten: «Ich glaube, es war eine totale Auslöschung.» Er sprach von einer «perfekten Operation». Den beiden Medien CNN und «New York Times» unterstellte er, die Regierung schlecht aussehen lassen zu wollen.Gemäss einer Umfrage von CNN lehnen 56 Prozent der US-Bürger die Angriffe ab, 79 Prozent befürchten eine Eskalation, bei der amerikanische Zivilisten und Soldaten zu Schaden kommen könnten. Eine Haltung, die auch bei Trumps Anhängerinnen und Anhängern stark verbreitet ist: Ihr Idol hatte versprochen, dass die sogenannten Forever-Wars, die nie enden wollenden Kriege mit US-Beteiligung, vor allem im Nahen Osten, zu beenden, und vor allem keine neuen zu beginnen. Entsprechend äusserte sich Trump vor seinem Abflug nach Europa: «Wir haben zwei Länder, die so lange und so hart gekämpft haben, dass sie nicht wissen, was zum Teufel sie da tun.»In Den Haag kündigte Trump neue Gespräche zwischen den USA und dem Iran an. «Vielleicht unterzeichnen wir ein Abkommen, ich weiss es nicht.» Trump sagte weiter, er sei eigentlich nicht sonderlich an der Wiederaufnahme von Verhandlungen mit dem Iran interessiert. «Es ist mir egal, ob ich ein Abkommen habe oder nicht», betonte der US-Präsident. «Sie werden es sowieso nicht tun», sagte Trump mit Blick auf ein mögliches Streben des Iran nach einer Atomwaffe. «Die haben genug.»Was waren die Motive hinter dem Militärschlag gegen den Iran? Was sagt der Waffenstillstand über Trumps Einfluss im Nahen Osten aus? Und wie reagieren die Mitglieder des US-Kongresses? Darüber unterhält sich Christof Münger, Leiter des Ressorts International, mit Tina Kempin Reuter, Politikwissenschaftlerin in Birmingham, Alabama, in einer neuen Folge des USA-Podcasts «Alles klar, Amerika?». Mehr USA-Berichterstattung finden Sie auf unserer Webseite und in den Apps. Den «Tages-Anzeiger» können Sie 3 Monate zum Preis von 1 Monat testen: tagiabo.ch.Feedback, Kritik und Fragen an: podcasts@tamedia.ch
Geoff breaks down the top 5 hottest cards of the week! Join our pack blowout sale on Whatnot and get $15 free (first time Whatnot customers) here: https://www.whatnot.com/invite/cardshqshopJoin CardsHQ Breaks on Whatnot ►: https://bit.ly/cardshqbreaksJoin CardsHQ Shop on Whatnot ►: https://bit.ly/cardshqshopJoin CardsHQ Ally on Whatnot ►: https://bit.ly/cardshqallyJoin CardsHQ Poke on Whatnot ►: https://bit.ly/cardshqpokeShop CardsHQ Inventory Online ►: https://bit.ly/cardshqTrack card prices & your collection with Market Movers ►: https://bit.ly/marketmoversappDiscounted PSA/SGC Card Grading ►: https://bit.ly/gradingserviceDownload our Apps!SCI App (Apple) ►: https://apple.co/3riGbb5SCI App (Google) ►: https://bit.ly/SCIAPPGooglePlayFollow Us:Our TCG YouTube ►: https://bit.ly/tcghqytSCI Instagram ►: https://bit.ly/SCIIGSCI Twitter ►: https://bit.ly/scitweetsSCI Facebook ►: https://bit.ly/FBSCIPageGeoff's IG ►: https://bit.ly/itsgeoffwilsonGeoff's YouTube ►: https://bit.ly/ytgeoffCard Kids YouTube ►: https://bit.ly/cardkidsytMarket Movers YouTube ►: https://bit.ly/marketmoversyt
In this episode, we sit down with Mathias Madsen, CEO of HolePunch, and take a wild ride through the cutting edge of peer-to-peer JavaScript development. Mathias shares his journey from accidentally discovering JavaScript in college to becoming a prolific contributor with over 1,500 open source modules. His passion? Building decentralized, peer-to-peer systems where JavaScript isn't just for the browser—it powers the entire stack.We dive deep into how HolePunch is reimagining application distribution with their Pair system—essentially turning peer-to-peer into a first-class citizen for distributing full applications, not just files. No hosting, no servers — just apps shared directly, BitTorrent-style. And because packaging and distributing Node-based apps can be painfully complex, they took things a step further by building a new runtime: Bear.js.Bear is refreshingly "bare": it strips away the heavy, opinionated APIs bundled into Node or Deno, leaving just the JavaScript core and a powerful module system. What's revolutionary here is Bear's ability to run the same codebase across desktop, mobile, and even tiny embedded devices—swapping out engines like V8, JavaScriptCore, or JerryScript depending on the platform's needs. This allows Mathias' team to write backend logic once, share it across all platforms, and iterate at lightning speed.Key takeaways:-Peer-to-peer can go far beyond media sharing — it's being used for full app distribution.-Bear.js decouples JavaScript from specific platforms, creating a universal backend that just works anywhere.-Modular design isn't just a philosophy — it's the secret to HolePunch's rapid development pace.-The combination of React Native for UI and Bear.js for backend creates an insanely productive development pipeline, fully cross-platform.If you're into JavaScript, peer-to-peer tech, or just love hearing about developers breaking the mold, this one's for you.Become a supporter of this podcast: https://www.spreaker.com/podcast/javascript-jabber--6102064/support.
Rideshare Rodeo Brand & Podcast Episode 474 June 24th, 2025 This week on the podcast, I am joined by Chad (aka. GigTube Podcast). We talk about gig app pay timeline, and something we have never done live before, grading the gig apps. Rideshare Rodeo Brand & Podcast: https://linktr.ee/RideshareRodeo
All guests join us on the Farm Bureau Insurance guest line, and we are LIVE from the BankPlus Studio! Learn more about your ad choices. Visit megaphone.fm/adchoices
The Road to Macstock and Macstock Conference and Expo takes us to Jill McKinley, who previews her upcoming talk on how Apple's ecosystem helped her lose weight and build a healthier lifestyle. She will explain how the Apple Watch, Fitness+, and apps like MyNetDiary and Todoist make tracking effortless, with reminders and data centralization driving consistency. In typical Jill fashion, her session will guide attendees through the full range of Apple's health tools with small, sustainable steps. This edition of MacVoices is supported by MacVoices After Dark. What happens before and after the shows is uncensored, on-topic, off-topic, and always off the wall. Sign up as a MacVoices Patron and get access! http://patreon.com/macvoices Show Notes: Chapters: 00:07 Road to MacStock with Jill McKinley 01:26 Jill's Journey to Health 04:12 Apple Technology in Fitness 07:38 Impact of the Apple Watch 10:22 Apps for Health Tracking 13:42 Creating a Health Ecosystem 14:49 Upcoming Presentation Preview l17:55 Promoting Jill's Projects Links: Macstock Conference and Expo Save $50 with Chuck's discount code: macvoices50 Guests: By day, Jill McKinley is an IT professional with deep experience in enterprise hospital software, server administration, and digital workflow optimization. With decades of hands-on work—from Windows environments to Apple ecosystems—she combines technology, usability, and human-centered design to make systems work smarter for real people. Outside of tech, Jill is the creator and host of multiple YouTube channels and podcasts, including Start with Small Steps and Buzz Blossom & Squeak. Her shows explore personal growth, productivity, and the wonders of the natural world—all through the lens of curiosity and exploration. Whether she's automating her home, unpacking the meaning of ancient texts, or nerding out over bird migration, Jill brings energy, insight, and just the right amount of geekiness to everything she does. Support: Become a MacVoices Patron on Patreon http://patreon.com/macvoices Enjoy this episode? Make a one-time donation with PayPal Connect: Web: http://macvoices.com Twitter: http://www.twitter.com/chuckjoiner http://www.twitter.com/macvoices Mastodon: https://mastodon.cloud/@chuckjoiner Facebook: http://www.facebook.com/chuck.joiner MacVoices Page on Facebook: http://www.facebook.com/macvoices/ MacVoices Group on Facebook: http://www.facebook.com/groups/macvoice LinkedIn: https://www.linkedin.com/in/chuckjoiner/ Instagram: https://www.instagram.com/chuckjoiner/ Subscribe: Audio in iTunes Video in iTunes Subscribe manually via iTunes or any podcatcher: Audio: http://www.macvoices.com/rss/macvoicesrss Video: http://www.macvoices.com/rss/macvoicesvideorss
The Road to Macstock and Macstock Conference and Expo takes us to Jill McKinley, who previews her upcoming talk on how Apple's ecosystem helped her lose weight and build a healthier lifestyle. She will explain how the Apple Watch, Fitness+, and apps like MyNetDiary and Todoist make tracking effortless, with reminders and data centralization driving consistency. In typical Jill fashion, her session will guide attendees through the full range of Apple's health tools with small, sustainable steps. This edition of MacVoices is supported by MacVoices After Dark. What happens before and after the shows is uncensored, on-topic, off-topic, and always off the wall. Sign up as a MacVoices Patron and get access! http://patreon.com/macvoices Show Notes: Chapters: 00:07 Road to MacStock with Jill McKinley 01:26 Jill's Journey to Health 04:12 Apple Technology in Fitness 07:38 Impact of the Apple Watch 10:22 Apps for Health Tracking 13:42 Creating a Health Ecosystem 14:49 Upcoming Presentation Preview l17:55 Promoting Jill's Projects Links: Macstock Conference and Expo Save $50 with Chuck's discount code: macvoices50 Guests: By day, Jill McKinley is an IT professional with deep experience in enterprise hospital software, server administration, and digital workflow optimization. With decades of hands-on work—from Windows environments to Apple ecosystems—she combines technology, usability, and human-centered design to make systems work smarter for real people. Outside of tech, Jill is the creator and host of multiple YouTube channels and podcasts, including Start with Small Steps and Buzz Blossom & Squeak. Her shows explore personal growth, productivity, and the wonders of the natural world—all through the lens of curiosity and exploration. Whether she's automating her home, unpacking the meaning of ancient texts, or nerding out over bird migration, Jill brings energy, insight, and just the right amount of geekiness to everything she does. Support: Become a MacVoices Patron on Patreon http://patreon.com/macvoices Enjoy this episode? Make a one-time donation with PayPal Connect: Web: http://macvoices.com Twitter: http://www.twitter.com/chuckjoiner http://www.twitter.com/macvoices Mastodon: https://mastodon.cloud/@chuckjoiner Facebook: http://www.facebook.com/chuck.joiner MacVoices Page on Facebook: http://www.facebook.com/macvoices/ MacVoices Group on Facebook: http://www.facebook.com/groups/macvoice LinkedIn: https://www.linkedin.com/in/chuckjoiner/ Instagram: https://www.instagram.com/chuckjoiner/ Subscribe: Audio in iTunes Video in iTunes Subscribe manually via iTunes or any podcatcher: Audio: http://www.macvoices.com/rss/macvoicesrss Video: http://www.macvoices.com/rss/macvoicesvideorss
O Supremo Tribunal Federal formou maioria para responsabilizar redes sociais por conteúdos publicados por usuários, caso não removam o material após serem notificadas. Para entender o que essa decisão muda na prática e como ela afeta empresas, criadores de conteúdo e até o usuário comum o Podcast Canaltech recebe Luis Fernando Prado, advogado especializado em direito digital, proteção de dados e conselheiro da Associação Brasileira de Inteligência Artificial (Abria). Neste episódio, também contamos com a participação de André Magalhães, redator de Apps e Internet do Canaltech, que traz um panorama das últimas atualizações sobre o tema. Você também vai conferir: Apple pode comprar rival do Google na busca com IA, Xiaomi prepara evento com celular dobrável, tablet e até SUV elétrico, Uber lança serviço para reservar carro com motorista por horas, NVIDIA investe em energia nuclear para turbinar a era da IA, Curso gratuito de BI para mulheres abre 50 vagas em todo o Brasil. Este podcast foi roteirizado e apresentado por Fernanda Santos e contou com reportagens de Emanuele Almeida, Bruno Bertonzin, André Lourenti, Raphael Giannotti. A trilha sonora é de Guilherme Zomer, a edição de Jully Cruz e a arte da capa é de Erick Teixeira.See omnystudio.com/listener for privacy information.
Zoals - soort van - beloofd kijken we in deze aflevering samen naar het aanbod van planetarium apps. Er bestaan erg veel van dergelijke apps, maar ze zijn natuurlijk niet allemaal even goed of nuttig. Night Sky:https://icandiapps.com/Stellarium:https://stellarium.org/Stellarium mobile:https://stellarium-labs.com/Original Gift? Name a Star!https://osr.org/Celestron Sky Portal:https://www.celestron.com/pages/skyportal-mobile-appSky Safari:https://skysafariastronomy.com/Redshift The Sky:https://redshiftsky.com/the-sky-by-redshift/Sky Guide:https://www.fifthstarlabs.comBest stargazing apps 2025: AR apps and virtual star maps to help you navigate the night sky:https://www.space.com/best-stargazing-apps14 best astronomy and stargazing apps for smartphones:https://www.skyatnightmagazine.com/top-astronomy-kit/best-astronomy-stargazing-appsDe Zimmerman en Space podcast is gelicenseerd onder een Creative Commons CC0 1.0 licentie.http://creativecommons.org/publicdomain/zero/1.0
There are so many benefits to having a video call with a girl you've met on a dating app before meeting her in person. It helps her feel secure that you are who you say you are, allows you to check that she's not a catfish, and lets you assess whether she's even worth going on a date with. It also gives her a glimpse of how much of a champion you are, which helps build attraction before the date. Today's episode will teach you everything you need to know about video calls with women—how to set one up, what to say, and what to be aware of. After this episode, you'll have mastered the art of video calling with women. Sign Up for The Online Dating Masterclass Here: https://coachmarksing.com/online-dating-masterclass/ Apply for Mark's 3-Month Coaching Program Here: https://coachmarksing.com/coaching/ Check Out The Perks Program: https://coachmarksing.com/perks/ Follow Mark on Instagram: https://www.instagram.com/coachmarksing/ Watch UMP Episodes on YouTube: https://www.youtube.com/channel/UCybix9PZoDgcyyt5hNxPLuw Grab Mark's Free Program: "The Approach Formula": https://www.CoachMarkSing.com/The-Approach-Formula Contact Mark Directly: CoachMarkSing@Gmail.com
In this episode of More Than Commas, Paul discusses the evolving role of a financial planner in an age dominated by robo advisors and artificial intelligence. He questions whether technology renders financial planning obsolete or makes it even more essential. The episode explores how the role of the financial advisor is changing. — This Material is Intended for General Public Use. By providing this material, we are not undertaking to provide investment advice for any specific individual or situation or to otherwise act in a fiduciary capacity. Please contact one of our financial professionals for guidance and information specific to your individual situation. Sound Financial LLC dba Sound Financial Group is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance. Insurance products and services are offered and sold through Sound Financial LLC dba Sound Financial Group and individually licensed and appointed agents in all appropriate jurisdictions. This podcast is meant for general informational purposes and is not to be construed as tax, legal, or investment advice. You should consult a financial professional regarding your individual situation. Guest speakers are not affiliated with Sound Financial LLC dba Sound Financial Group unless otherwise stated, and their opinions are their own. Opinions, estimates, forecasts, and statements of financial market trends are based on current market conditions and are subject to change without notice. Past performance is not a guarantee of future results.
A bill before the Senate could block states from regulating AI for ten years. Google is getting sued by a solar company for AI search hallucinations. Apple will be facing another consumer lawsuit over iCloud. xAI faces lawsuit over environmental impact of their AI data centers. Google is using YouTube content to train Gemini and Veo3. Adobe launched a new computational camera app. Xbox and AMD partner up for the next generation of gaming hardware, while a Meta collaboration might bring VR support to Xbox. Beat Saber leaves the Playstation. And we HAVE to check out these Fairphone leaks! Let's get our tech week started right! -- Show Notes and Links https://somegadgetguy.com/b/4MV Video Replay https://youtube.com/live/GkQpDcIvJ-Q Support Talking Tech with SomeGadgetGuy by contributing to their tip jar: https://tips.pinecast.com/jar/talking-tech-with-somegadgetgu Find out more at https://talking-tech-with-somegadgetgu.pinecast.co This podcast is powered by Pinecast. Try Pinecast for free, forever, no credit card required. If you decide to upgrade, use coupon code r-c117ce for 40% off for 4 months, and support Talking Tech with SomeGadgetGuy.
Personal Branding, Speaking Tips, and UX Insights. Medley / round-up of latest tips, guest episode, and apps I like.Chapters:(0:35) 1. Tip: Podcast speaking volume(1:28) 2. Bangers Only with Tom Lydon(3:00) Case study- UnPodcast - Beetle Moment: LinkedIn videos 10.8k views(4:00) Why build an audience(5:15) "Money is good" speech - Atlas Shrugged(7:20) Fidelity's famous study about investors who lost their password(8:12) 3. Tip: Dashlane(9:04) What bad UX does to society. Related: "Never Forgive Them" by Ed Zitron(10:52) Announcing your updates vs soft launching(11:46) "48 Laws of Power" - Robert Greene: "If I am often seen at the theater, people will cease to notice me." -Napoleon tweet(11:19) Free Mac app: CopyClipLinks:Bangers Only with Tom Lydon: Upgrading Your Personal Virtual Brand- Emily Binder (ep 2)UnPodcast Package6 Free Months of Dashlane Premium password manager: emilybinder.com/dashlaneMy tools:Record on RiversideRecord/edit with AI: DescriptShop my gearHire me:SpeakingAdvisory CallsConnect:This podcast | My website | Beetle Moment Marketing | LinkedIn | X | Insta | TikTok | YouTube | Email Hosted on Acast. See acast.com/privacy for more information.
In this episode, William Green chats with investing legend Bill Nygren, who oversees about $25 billion at Harris Associates. Bill is the firm's Chief Investment Officer for US Equities & co-manages two flagship mutual funds: Oakmark Select & Oakmark Fund. Here, he discusses the processes, principles, habits & mindset that have enabled him to beat the market over three decades. IN THIS EPISODE YOU'LL LEARN: 00:00 - Intro 05:32 - How Bill Nygren became a contrarian bargain hunter. 18:05 - Why sports gambling companies often refuse to take his bets. 47:56 - What three qualities he seeks in any company. 01:00:05 - How he scored big on Amazon, Google, Apple & Netflix. 01:11:11 - Why he never relaxes his disciplined focus on valuation. 01:16:04 - What he learned from hedge fund star Michael Steinhardt. 01:24:47 - How Bill's team performs “Devil's Advocate Reviews” for each stock. 01:33:55 - Why he developed his “Mistake Management Protocol.” 01:46:51 - How to succeed without ruining your health or your family. 01:46:51 - Why he discourages people from entering the investing business. 01:50:46 - What you must sacrifice to achieve greatness. 01:59:08 - How to succeed by aligning yourself with top-decile people. 02:07:13 - Why value investing isn't dead. Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join Clay and a select group of passionate value investors for a retreat in Big Sky, Montana. Learn more here. Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Bill Nygren's investment firm, Harris Associates. Bill Nygren's funds, Oakmark Select & Oakmark Fund. William Green's book, “The Great Minds of Investing.” William Green's podcast interview with Christopher Begg. William Green's podcast interview with Ray Dalio. William Green's book, “Richer, Wiser, Happier” – read the reviews of this book. Follow William Green on X. Check out all the books mentioned and discussed in our podcast episodes here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Check out our We Study Billionaires Starter Packs. Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: SimpleMining Hardblock AnchorWatch Unchained Human Rights Foundation Vanta Indeed Fundrise Onramp Netsuite reMarkable Shopify HELP US OUT! Help us reach new listeners by leaving us a rating and review on Spotify! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Shawn O'Malley and Daniel Mahnke break down Smith & Wesson (ticker: SWBI), an iconic firearms manufacturer with 170+ years of history. Smith & Wesson is no compounder, though. It's an okay business, at best, but Shawn and Daniel want to determine whether this often-overlooked stock is cheaply priced. In this episode, you'll learn how Smith & Wesson has navigated the volatile sales cycle in firearms, what factors can drive the biggest swings in firearms sales, whether Smith & Wesson's juicy dividend is sustainable, the biggest political and legal risks facing this company, what famous investor owns the stock, how Smith & Wesson shares can help an investor hedge societal disruptions, and whether Smith & Wesson is attractively valued on a normalized earnings basis plus so much more! Prefer to watch? Click here to watch this episode on YouTube. IN THIS EPISODE, YOU'LL LEARN 00:00 - Intro 02:47 - The historic origins behind this company that predates the Civil War. 06:12 - Why “Sin” stocks can offer attractive returns from discounted valuations. 10:54 - What drives Smith & Wesson's business. 23:17 - How the company navigates a range of factors that can impact it, from regulation to litigation, that are largely beyond its control. 35:17 - How the company's relocation of its headquarters has added to its financial stress. 46:11 - The biggest challenges of investing in a “mean reversion” bet like Smith & Wesson. 01:01:15 - Whether Shawn & Daniel add SWBI to The Intrinsic Value Portfolio. 01:05:38 - Why Smith & Wesson may be a hedge against societal disruptions. And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Sign Up for The Intrinsic Value Community. 2022 Value Investors' Club Pitch of Smith & Wesson. Link to Smith & Wesson's 2024 annual filing. Chit Chat Stocks' coverage of Smith & Wesson Check out our previous Intrinsic Value breakdowns: Nintendo, Airbnb, AutoZone, Alphabet, Ulta, John Deere, and Madison Square Garden Sports. Check out the books mentioned in the podcast here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try Shawn's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Airbnb Connect with Shawn: Twitter | LinkedIn | Email Connect with Daniel: Twitter | LinkedIn | Email HELP US OUT! Help us reach new listeners by leaving us a rating and review on Spotify! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Álvaro Mongil y Francis Fernández analizan la actualidad del mundo de los coches: las novedades, las ventas, las noticias... Y además el consultorio. Nos puedes preguntar lo que quieras en marcacoches@radiomarca.com. Todos los sábados, de 8:00 a 9:00 de la mañana en Radio MARCA y en todas las aplicaciones de podcast. En este programa trataremos los siguiente temas: Balizas de emergencia Apps de navegación Correos electrónicos See omnystudio.com/listener for privacy information.
On today's episode, Clay is joined by Joseph Shaposhnik to discuss the launch of his new ETF, Rainwater Equity. The Rainwater Equity ETF just launched on June 18th, 2025, under the ticker RW, and its objective is to compound capital at an above-average rate by investing in publicly listed recurring revenue businesses. The fund Joseph managed at his previous firm compounded at 16.7% since 2015, versus the S&P 500's 13.1% over that same time period. It was also the top-performing fund out of 343 in its US Large Cap Core Equity category by Nasdaq eVestment. IN THIS EPISODE YOU'LL LEARN: 00:00 - Intro 02:39 - Joseph's lessons from spending a day with Peter Lynch. 12:09 - Why the active management industry is broken and how Joseph has set out to fix it. 22:12 - Why Bill Miller invested in Joseph's new ETF. 28:25 - Why recurring revenue is the ultimate business model. 40:11 - Whether any of the Magnificent 7 companies fit into Joseph's recurring revenue framework. 46:35 - The role that valuation plays in Joseph's quality investing framework. 55:30 - Joseph's top stock pick to hold for the next 20 years. 01:03:00 - Why Joseph is attracted to the aerospace aftermarket industry. 01:08:09 - Why Joseph chose the ETF structure over the mutual fund. 01:10:53 - How Joseph determined the appropriate position sizing for his fund. And so much more! Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join Clay and a select group of passionate value investors for a retreat in Big Sky, Montana. Learn more here. Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Related Episode: TIP622: Finding Certainty in an Uncertain World w/ Joseph Shaposhnik. Related Episode: TIP522: Unconventional Wisdom from the Greatest Minds in Investing w/ Joseph Shaposhnik. Follow Joseph on LinkedIn & X. Follow Clay on LinkedIn & X. Check out all the books mentioned and discussed in our podcast episodes here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Check out our We Study Billionaires Starter Packs. Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: SimpleMining Hardblock AnchorWatch Unchained Human Rights Foundation Vanta Indeed Fundrise Onramp Netsuite reMarkable Shopify HELP US OUT! Help us reach new listeners by leaving us a rating and review on Spotify! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Support our show by becoming a premium member! https://premium.theinvestorspodcast.com/ Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Fertility Friday Radio | Fertility Awareness for Pregnancy and Hormone-free birth control
Could cycle charting hold the key to solving gut issues, fertility struggles, and uncovering hidden diagnoses—without expensive lab tests? Tune into my latest interview with Lauren as she shares her menstrual journey. Follow this link to view the full show notes page! This episode is sponsored by Lisa's new book, Real Food for Fertility, co-authored with Lily Nichols! Grab your copy here!
While it's true that landing a date through dating apps can be tough for men these days, it's not always the app's fault. A lot of guys are making simple—but critical—mistakes that turn women off. From your tonality, to how often you text, to when you send that message—get it wrong too many times, and she'll stop replying altogether. In today's episode, Mark breaks down his 20 essential texting “laws” every guy should know. It's packed with practical insights to help you text with confidence and dramatically boost your chances of success. Sign Up for The Online Dating Masterclass Here: https://coachmarksing.com/online-dating-masterclass/ Apply for Mark's 3-Month Coaching Program Here: https://coachmarksing.com/coaching/ Check Out The Perks Program: https://coachmarksing.com/perks/ Follow Mark on Instagram: https://www.instagram.com/coachmarksing/ Watch UMP Episodes on YouTube: https://www.youtube.com/channel/UCybix9PZoDgcyyt5hNxPLuw Grab Mark's Free Program: "The Approach Formula": https://www.CoachMarkSing.com/The-Approach-Formula Contact Mark Directly: CoachMarkSing@Gmail.com
Benjamin and Chance catch up on all the stuff they didn't get time to cover, still reeling in the haze of the WWDC hangover, discussing a bunch of cool new things across iOS, watchOS, and visionOS. And in Happy Hour Plus, Benjamin and Chance go hands-on with all the new CarPlay changes in iOS 26. Subscribe at 9to5mac.com/join. Sponsored by Backblaze: Never lose a file again. Use code "9to5HH" at checkout for 10% off. Sponsored by Shopify: Grow your business no matter what stage you're in. Sign up for a $1 per month trial at shopify.com/happyhour. Sponsored by Constant Contact: Email marketing, made easy. Get a free thirty-day trial at constantcontact.com. Sponsored by Caldera Lab: High performance men's skincare. Get 20% off your first order at CalderaLab.com/HAPPYHOUR Hosts Chance Miller @chancemiller.me on Bluesky @chancehmiller@mastodon.social @ChanceHMiller on Instagram @ChanceHMiller on Threads Benjamin Mayo @bzamayo on Twitter @bzamayo@mastodon.social @bzamayo on Threads Subscribe, Rate, and Review Apple Podcasts Overcast Spotify 9to5Mac Happy Hour Plus Subscribe to 9to5Mac Happy Hour Plus! Support Benjamin and Chance directly with Happy Hour Plus! 9to5Mac Happy Hour Plus includes: Ad-free versions of every episode Pre- and post-show content Bonus episodes Join for $5 per month or $50 a year at 9to5mac.com/join. Feedback Submit #Ask9to5Mac questions on Twitter, Mastodon, or Threads Email us feedback and questions to happyhour@9to5mac.com Links Video: Here's a first look at using Apple Vision Pro with PlayStation VR controllers iOS 26 makes Apple Music Replay fully native inside the app iOS 26 adds incredible new AutoMix feature to Apple Music Apple will let third party music apps show animated artwork on the iPhone lock screen, not just Apple Music iOS 26 beta reveals there's another Apple app that will work via satellite iOS 26 tells you how long it will take for your iPhone battery to finish charging Apple's killer one-time code autofill feature gets even better in iOS 26 watchOS 26 update removes five faces from Apple Watch watchOS 26: More Apple Watch faces using Series 10's upgraded display Vision Pro's first third-party Apple Immersive Video brings MotoGP racing via Blackmagic Spoiler: The Beard Is Still a Problem CarPlay in iOS 26 adds new 'Smart Display Zoom' feature [Gallery] CarPlay in iOS 26 enables AirPlay 'video in the car' feature for apps
As we kick off our summer break, we're re-releasing a few classic episodes that still hit home—like this one on email from way back in 2017. Yes, some of the tools we mention (hello, Evernote) have aged out of our workflows, but the core ideas about attention, overwhelm, and building ADHD-friendly systems are still spot-on. Think of this as a time capsule with a message that's still relevant today. Enjoy the listen, and come say hi in the Discord while we're on break!Billions of us send hundreds of billions of email messages every single day. Email is bigger than any other social platform around the world and thanks to the explosion in mobile Internet, we're doing more and more emailing every day in the palms of our hands. Is this how you want to live? Is your ADHD brain adopting to the always-open door to your life that is electronic mail? This week on the show, we're talking about changes in lifestyle, behavior, and technology you can make to impact your relationship with email for the better!Links & NotesGmailEdison MailAirmailMailbird (00:00) - A Message from the Future Past! (00:52) - Welcome to The ADHD Podcast (01:26) - Follow-up: ADDA Webinar Thanks! — Celebrating Mistakes (04:29) - Thanks for your support on Patreon! (07:56) - Follow-up: Where does the diagnosis start? (11:04) - Follow-up: Learning to love yourself (14:36) - Let's talk about Email and the ADHD Brain (18:44) - Challenging Email Behavior and Lifestyle (26:08) - Stop filing. Just stop it. Please, stop it. (28:50) - Workbox versus Inbox (37:04) - Switching Costs of Changing Behavior (40:15) - Revisiting "Inbox Zero" and ADHD (45:14) - Apps that make email better ★ Support this podcast on Patreon ★
Our panel discusses:- Record Prices- GameStop-PSA Acquisition Drama- SGC Shuts Down Bulk Submissions- Bruce the Bat Dog Wears MLB Debut PatchJoin CardsHQ Breaks on Whatnot ►: https://bit.ly/cardshqbreaksJoin CardsHQ Shop on Whatnot ►: https://bit.ly/cardshqshopJoin CardsHQ Ally on Whatnot ►: https://bit.ly/cardshqallyJoin CardsHQ Poke on Whatnot ►: https://bit.ly/cardshqpokeShop CardsHQ Inventory Online ►: https://bit.ly/cardshqTrack card prices & your collection with Market Movers ►: https://bit.ly/marketmoversappDiscounted PSA/SGC Card Grading ►: https://bit.ly/gradingserviceDownload our Apps!SCI App (Apple) ►: https://apple.co/3riGbb5SCI App (Google) ►: https://bit.ly/SCIAPPGooglePlayFollow Us:Our TCG YouTube ►: https://bit.ly/tcghqytSCI Instagram ►: https://bit.ly/SCIIGSCI Twitter ►: https://bit.ly/scitweetsSCI Facebook ►: https://bit.ly/FBSCIPageGeoff's IG ►: https://bit.ly/itsgeoffwilsonGeoff's YouTube ►: https://bit.ly/ytgeoffCard Kids YouTube ►: https://bit.ly/cardkidsytMarket Movers YouTube ►: https://bit.ly/marketmoversyt
Episode 127: In this episode of Critical Thinking - Bug Bounty Podcast we address some recent bug bounty controversy before jumping into a slew of news itemsFollow us on XShoutout to YTCracker for the awesome intro music!Today's Sponsor: Adobe====== This Week In Bug Bounty ======Hackers Guide to Google dorkingYesWeCaidoNew Dojo ChallengeSmart Contract BB tipsRed Team AAS====== Resources ======DisclosedPDF csp bypassBypassing File Upload Restrictions To Exploit Client-Side Path TraversalOBS WebSocket to RCETime in a bottle (or knapsack)How to Differentiate Yourself as a Bug Bounty HunterDisclosed. Onlinehacked-in‘EchoLeak'Piloting Edge CopilotNewtownerTips for agent promptingFirefox XSS vectorsTweet from Masato KinugawaChrome debug() function
Seb and Preston explore the hidden emotional and societal costs of fiat currency, how Bitcoin changes our perception of value, and why money is more than just economics—it's identity. IN THIS EPISODE YOU'LL LEARN: 00:00 - Intro 01:28 - The emotional toll of living within a fiat monetary system 10:04 - How Bitcoin changes the way we express values through money 12:55 - The real-life shifts that occur when someone adopts low time preference 15:37 - How hard money can enable authentic altruism and creativity 19:11 - How broken money disrupts psychological growth through Maslow's hierarchy 20:24 - Why fiat incentives fuel fear, narrow focus, and societal disconnection 22:41 - The impact of viable saving on emotional and creative well-being 25:45 - Why fiat may be driving an identity crisis and inauthentic life paths 33:22 - What Bitcoin reveals about curiosity and intellectual integrity 41:05 - How note-taking and integration fuel personal and intellectual growth Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Seb's book: The Hidden Cost of Money. Seb's Blog: Seb Bunney. Related book: Fiat Food. Related Episode: The Hidden Cost of Money (BTC160). Check out all the books mentioned and discussed in our podcast episodes here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our Bitcoin Fundamentals Starter Packs. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: SimpleMining Hardblock AnchorWatch Unchained Human Rights Foundation Vanta Indeed Fundrise Onramp Netsuite reMarkable Shopify Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Paul and Alex compare notes on their transatlantic British Airways experiences — from the really bad, to the truly great, the airline needs to dig for those latter gems, its future foundation is here (the IT bugs don't help however, trust ground staff). The cot strategy of the bulkhead seat (not if you're lucky to get a double upgrade though). Do not use the US mobile passport (well, do, but we don't want more people in those queues haha). Alex sees himself at the airport, watches a Hong Kong movie and stares at sad packet of crisps and an old banana (the pantry!). Paul says adieu to an old aircraft seat, celebrates a captaincy, and smiles at a pilot with fat fingers ("Ground, do you copy?"). Do not speculate on the causes of that Air India tragedy, please (or at least, do it in private). Island hopping with Hoper (on a Ferrari-red Robinson R66), and the wonders of high-speed crafts, the super fast ferries of Greece (think of a 747 on water).We mentioned:https://flyhoper.comhttps://www.welcomepickups.com —Follow us, and comment on: Instagram - Bluesky - Threads - Mastodon - Twitter/XComment on each episode, and rate us, on SpotifyReview, and rate us, on Apple PodcastsComment, like, review, and rate us, on FacebookComment on YouTube (there's no video, just audio!)Search for "Layovers" on any podcast service (some direct links are on our website)If we're missing one, or if you have any feedback, let Paul know on Instagram - Threads - Mastodon - Bluesky - Twitter/X
On the podcast, I talk with Charlie about why Liquid Glass represents a big opportunity for new and existing apps, Apple's new on-device AI models and their practical limitations, and why the improved App Store Analytics complement rather than replace third-party tools like Appfigures and RevenueCat.Top Takeaways:
All guests join us on the Farm Bureau Insurance guest line, and we are LIVE from the BankPlus Studio! Learn more about your ad choices. Visit megaphone.fm/adchoices
All guests join us on the Farm Bureau Insurance guest line, and we are LIVE from the BankPlus Studio! Learn more about your ad choices. Visit megaphone.fm/adchoices
This month we are focusing on Habit 6: Scripture Memory.My goal is to help you build habits peacefully so that you can impact your world powerfully.In the Hello Mornings Daily Podcast, I share a simple tip based on our monthly theme and then I close the podcast with our 3-Minute Morning Routine.THE 3-MINUTE MORNINGGod Time: Pray Psalm 143: 8 (Minute 1)Plan Time: Prayerfully Review Your Calendar (Minute 2)Move Time: Take 5-10 Deep Breaths (Minute 3)That's it! Adjust as needed and use as your pathway to a growing morning habit!Want to go deeper with our workshops, journals, Bible Studies and accountability ? Join The Hello Mornings Academy, where we help Christian women build habits and reach goals peacefully so they can impact their world powerfully.GOODIES: Click here to download our FREE morning routine goodies.COMMUNITY: Click here to learn more about the Hello Mornings Academy.BOOK: Click here to get the Hello Mornings BookCheering you on,❤️ Kat Lee
Geoff breaks down the top 5 hottest cards of the week!Join CardsHQ Breaks on Whatnot ►: https://bit.ly/cardshqbreaksJoin CardsHQ Shop on Whatnot ►: https://bit.ly/cardshqshopJoin CardsHQ Ally on Whatnot ►: https://bit.ly/cardshqallyJoin CardsHQ Poke on Whatnot ►: https://bit.ly/cardshqpokeShop CardsHQ Inventory Online ►: https://bit.ly/cardshqTrack card prices & your collection with Market Movers ►: https://bit.ly/marketmoversappDiscounted PSA/SGC Card Grading ►: https://bit.ly/gradingserviceDownload our Apps!SCI App (Apple) ►: https://apple.co/3riGbb5SCI App (Google) ►: https://bit.ly/SCIAPPGooglePlayFollow Us:Our TCG YouTube ►: https://bit.ly/tcghqytSCI Instagram ►: https://bit.ly/SCIIGSCI Twitter ►: https://bit.ly/scitweetsSCI Facebook ►: https://bit.ly/FBSCIPageGeoff's IG ►: https://bit.ly/itsgeoffwilsonGeoff's YouTube ►: https://bit.ly/ytgeoffCard Kids YouTube ►: https://bit.ly/cardkidsytMarket Movers YouTube ►: https://bit.ly/marketmoversyt
Our 212th episode with a summary and discussion of last week's big AI news! Recorded on 06/33/2025 Hosted by Andrey Kurenkov and Jeremie Harris. Feel free to email us your questions and feedback at contact@lastweekinai.com and/or hello@gladstone.ai Read out our text newsletter and comment on the podcast at https://lastweekin.ai/. In this episode: OpenAI introduces O3 PRO for ChatGPT, highlighting significant improvements in performance and cost-efficiency. Anthropic sees an influx of talent from OpenAI and DeepMind, with significantly higher retention rates and competitive advantages in AI capabilities. New research indicates that reinforcing negative responses in LLMs significantly improves performance across all metrics, highlighting novel approaches in reinforcement learning. A security flaw in Microsoft Copilot demonstrates the growing risk of AI agents being hacked, emphasizing the need for robust protection against zero-click attacks. Timestamps + Links: (00:00:11) Intro / Banter (00:01:31) News Preview (00:02:46) Response to Listener Reviews Tools & Apps (00:04:48) OpenAI adds o3 Pro to ChatGPT and drops o3 price by 80 per cent, but open-source AI is delayed (00:09:10) Cursor AI editor hits 1.0 milestone, including BugBot and high-risk background agents (00:13:07) Mistral releases a pair of AI reasoning models (00:16:18) Elevenlabs' Eleven v3 lets AI voices whisper, laugh and express emotions naturally (00:19:00) ByteDance's Seedance 1.0 is trading blows with Google's Veo 3 (00:22:42) Google Reveals $20 AI Pro Plan With Veo 3 Fast Video Generator For Budget Creators Applications & Business (00:25:42) OpenAI and DeepMind are losing engineers to Anthropic in a one-sided talent war (00:34:32) OpenAI slams court order to save all ChatGPT logs, including deleted chats (00:37:24) Nvidia's Biggest Chinese Rival Huawei Struggles to Win at Home (00:43:06) Huawei Expected to Break Semiconductor Barriers with Development of High-End 3nm GAA Chips; Tape-Out by 2026 (00:45:21) TSMC's 1.4nm Process, Also Called Angstrom, Will Make Even The Most Lucrative Clients Think Twice When Placing Orders, With An Estimate Claiming That Each Wafer Will Cost $45,000 (00:47:43) Mistral AI Launches Mistral Compute To Replace Cloud Providers from US, China Projects & Open Source (00:51:26) ProRL: Prolonged Reinforcement Learning Expands Reasoning Boundaries in Large Language Models Research & Advancements (00:57:27) Kinetics: Rethinking Test-Time Scaling Laws (01:05:12) The Surprising Effectiveness of Negative Reinforcement in LLM Reasoning (01:10:45) Predicting Empirical AI Research Outcomes with Language Models (01:15:02) EXP-Bench: Can AI Conduct AI Research Experiments? Policy & Safety (01:20:07) Large Language Models Often Know When They Are Being Evaluated (01:24:56) Beyond Induction Heads: In-Context Meta Learning Induces Multi-Phase Circuit Emergence (01:31:16) Exclusive: New Microsoft Copilot flaw signals broader risk of AI agents being hacked—‘I would be terrified' (01:35:01) Claude Gov Models for U.S. National Security Customers Synthetic Media & Art (01:37:32) Disney And NBCUniversal Sue AI Company Midjourney For Copyright Infringement (01:40:39) AMC Networks is teaming up with AI company Runway
The rising popularity of apps that help consumers see exactly what's in the foods they're eating. Also, one-on-one with Javier Bardem on his new movie, "F1." Plus, Rebel Wilson discusses being an action star in her new movie, "Bride Hard." And, some fun Target finds for the summer—all under $50.
On today's show, Stig Brodersen talks with co-host William Green, the author of “Richer, Wiser, Happier.” In their quest for meaningful relationships and being the best version of themselves, they discuss what has made them Richer, Wiser, or Happier in the past quarter. You're invited to join them on their journey. IN THIS EPISODE YOU'LL LEARN: 00:00 - Intro 00:07:45 - Why you will waste years if you can't waste hours 00:08:04 - The power of (not) structuring your day 00:13:53 - What you can clone from an optimal life design 00:59:46 - What William and Stig have read the last quarter that made them Richer, Wiser, and Happier 01:01:55 - How to have work-play integration rather than a work-life balance 01:03:55 - Why what is important starts and ends with quality 01:22:13 - Why the best things in life come from compounding Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join Clay and a select group of passionate value investors for a retreat in Big Sky, Montana. Learn more here. Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. William Green's book Richer, Wiser, Happier – Read reviews of this book. Stig Brodersen and William Green's episode on being Richer, Wiser, and Happier, Q1 2025. Stig Brodersen and William Green's episode on being Richer, Wiser, and Happier, Q4 2024 Stig Brodersen and William Green's episode on being Richer, Wiser, and Happier, Q3 2024. Stig Brodersen and William Green's episode on being Richer, Wiser, and Happier, Q1 2024. Stig Brodersen and William Green's episode on being Richer, Wiser, and Happier, Q3 2023. Stig Brodersen and William Green's episode on being Richer, Wiser, and Happier, Q2 2023. Simon Singh's book, Fermat's Last Theorem – Read reviews of this book. David Hawkins' book, Letting Go – Read reviews of this book. Pico Iyer's book, Aflame – Read reviews of this book. Tara Springett's book, The Stairway to Heaven – Read reviews of this book. Robert Caro's book, Working - Read reviews of this book. Robert Gottlieb's documentary, Turn Every Page. Check out all the books mentioned and discussed in our podcast episodes here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Check out our We Study Billionaires Starter Packs. Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: • SimpleMining • Hardblock • AnchorWatch • Unchained • Vanta • Human Rights Foundation • Fundrise • reMarkable • Onramp • Netsuite • Shopify HELP US OUT! Help us reach new listeners by leaving us a rating and review on Spotify! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Daniel Mahncke and Shawn O'Malley turn their focus to Taiwan Semiconductor Manufacturing Company (ticker: TSM) — the quiet engine powering nearly every device we touch and the global AI boom. Pioneering the pure-play foundry model, TSMC went from a government-backed experiment in the late 1980s to controlling more than 90 % of the world's leading-edge chip production, fabricating Apple's A- and M-series processors, Nvidia's AI GPUs, and virtually every 3nm part on the planet. In this episode, you'll learn how Morris Chang's radical bet rewired the semiconductor industry, why extreme scale and EUV mastery give TSMC a moat rival chipmakers can't cross, how its Arizona and Japan fabs fit into a strategy shaped by China-Taiwan tension, and how wafer volumes, node mix, and multi-billion-dollar capex translate into free-cash-flow and ROIIC. Daniel and Shawn also debate the right way to price the ever-present geopolitical “wipe-out” tail risk, and ask whether today's market price offers a margin of safety on what could be the most important company in the world. Prefer to watch? Click here to watch this episode on YouTube. IN THIS EPISODE, YOU'LL LEARN 00:00 - Intro 07:39 - How TSMC evolved from a government-backed project to a trillion-dollar company 07:45 - How the semiconductor industry works 16:10 - Where TSMC's dominance comes from 31:27 - What moat protects TSMC's business 39:54 - What the competitive landscape looks like 43:55 - Where future growth is coming from 49:45 - How geopolitical risk is impacting TSMC 1:03:25 - Whether TSMC is attractively valued at its current levels 1:09:18 - Whether Shawn & Daniel add TSM to The Intrinsic Value Portfolio And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Sign Up for The Intrinsic Value Community. Interview with TSMC Founder Morris Chang Quartr's Overview of TSMC NZS Semiconductor Whitepaper Check out our previous Intrinsic Value breakdowns: Nintendo, Airbnb, AutoZone, Alphabet, Ulta, John Deere, and Madison Square Garden Sports. Check out the books mentioned in the podcast here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try Shawn's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: • Airbnb Connect with Shawn: Twitter | LinkedIn | Email Connect with Daniel: Twitter | LinkedIn | Email HELP US OUT! Help us reach new listeners by leaving us a rating and review on Spotify! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
In this episode, Clay explores the core ideas behind Capital Returns by Edward Chancellor and Marathon Asset Management. Based on decades of investing experience, the book uncovers the capital cycle framework, which reveals how capital flows, supply dynamics, and managerial incentives drive long-term investment outcomes. Whether you're a value investor, a portfolio manager, or simply curious about market cycles, this episode offers guidance for understanding the boom and bust nature of cyclical industries. IN THIS EPISODE YOU'LL LEARN: 00:00 - Intro 01:31 - How the capital cycle explains boom and bust industry dynamics. 07:03 - Why tracking supply is often more useful than forecasting demand. 16:20 - How capital discipline separates great managers from average ones. 05:07 - Why excess investment leads to lower future returns. 30:38 - Why cyclical industries can offer high-return opportunities. 41:50 - How incentives and ownership structures impact corporate decision-making. 49:10 - How low interest rates distort creative destruction and capital efficiency. 53:25 - Why mean reversion remains a powerful force in markets. 58:35 - How to spot red flags near capital cycle peaks. 01:03:55 - Why flexible thinking is essential for long-term investing success. And so much more! Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join Clay and a select group of passionate value investors for a retreat in Big Sky, Montana. Learn more here. Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Edward Chancellor's book: Capital Returns. Gautam Baid's book: The Joys Of Compounding. Related Episode: TIP505: The Price of Time w/ Edward Chancellor. Mentioned Episode: TIP727: 7 Powers by Hamilton Helmer. Follow Clay on LinkedIn & X. Check out all the books mentioned and discussed in our podcast episodes here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Check out our We Study Billionaires Starter Packs. Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: SimpleMining Hardblock AnchorWatch Unchained Vanta Human Rights Foundation Fundrise reMarkable Onramp Netsuite Shopify HELP US OUT! Help us reach new listeners by leaving us a rating and review on Spotify! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Support our show by becoming a premium member! https://premium.theinvestorspodcast.com/ Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
What Streaming Apps Do You Have To Have and Which Have You Dumped?See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.