Podcasts about Arbitrage

Toute l'actu des sélections nationales et des championnats anglais, espagnol, italien et allemand avec nos légendaires "Drôles de Dames" : Julien Laurens, Edgar Groleau, Daniele Manusia et Polo Breitner.

Jayant Bhandari, a private strategic resource investor that consults many high-net-worth investors and institutions, joins me to share 3 different arbitrage trade opportunities in critical minerals resource stock mergers, the value proposition he sees in 2 gold exploration companies, his outlook on the Chinese economy, and information on his upcoming Capitalism and Morality Conference next weekend in Vancouver.   We start off focused on the value arbitrage setups in 3 critical minerals stock pairs with open merger and acquisition transactions, along with opportunities in 2 gold explorers that he holds in his own portfolio. The companies that we reviewed are:   Arbitrage trade in the acquisition of European Lithium Limited (ASX: EUR, FRA: PF8, OTC: EULIF) by Critical Metals Corp. (Nasdaq: CRML) Arbitrage trade in the acquisition of Cygnus Metals Limited (ASX:CY5, TSXV: CYG, OTCQB: CYGGF) by Central Asia Metals PLC (AIM: CAML). Arbitrage trade in the merger of Silver47 Exploration Corp. (TSXV: AGA) (OTCQX: AAGAF) (FSE: QP2) with Bunker Hill Mining Corp. (TSX: BNKR) (OTCQB: BHLL) Value proposition in the exploration strategy for Aztec Minerals Corp. (TSX-V: AZT), (OTCQB: AZZTF). Value proposition in the exploration and development strategy for Irving Resources Inc. (CSE:IRV)(OTCQX:IRVRF).     Jayant then comments on is outlook on the economic health in China being more robust than is often covered in Western media outlets. After regularly visiting many parts of China for extended periods for almost 2 decades, he remains encouraged by recent trends in the improving openness and culture, leading edge advancements in technology; even if there are some ongoing concerns about unemployment and real estate.    Wrapping up, Jayant shares more information about why listeners may want to attend his Capitalism and Morality conference next weekend on September 18th-19th this year in Vancouver, featuring Rick Rule and Adrian Day.    To register for the Capitalism and Morality conference or for more information click here:   For more market commentary & interview summaries, subscribe to our Substack reports:   The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/     Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

澳洲生產力委員會（Productivity Commission）最新初步報告建議取消 2018 年設立的「75 仙保底下限」（Relativity Floor），西澳州長立刻怒斥聯邦「輸打贏要」，威脅再次推動脫離聯邦。另一邊廂，總理阿爾巴尼斯（Anthony Albanese）為穩住西澳選票，公開承諾「只要在任絕不改動制度」。西澳鐵礦石權利金年賺過百億、財政盈餘「肥到漏油」，為何還能拿到相當於其財政需求 113% 的 GST 撥款？為何新南威爾士州與維多利亞州年年財赤，全澳納稅人卻每年要額外拿出數十億元「倒貼」安撫西澳？* 歷史宿命與制度原罪：1933 年西澳脫澳危機如何催生聯邦撥款委員會（CGC）？* 2018 政治妥協的惡果：莫理遜政府設下的 75 仙 Floor，如何讓西澳連續 8 年錄得巨額盈餘卻反客為主？* 電台交鋒數據審判：西澳財長自爆鐵礦石權利金由 49 億飆至 107 億，為何反成被批判的鐵證？* 國際對比：美國為何憲法上開不到全國消費稅？跨州稅務套利（Arbitrage）與地方問責機制。* 微觀市政的荒謬：北雪梨奧運泳池超支 1.2 億致差餉暴加七成，看公共財「使用者付費」與鄰避效應（NIMBY）。* 選票鎖死改革：工黨阿爾巴尼斯的一句「一貫立場」，如何徹底出賣制度公平？ This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit leesimon.substack.com/subscribe

Le sujet fort de l'actualité foot du jour vu par Jérôme Rothen et la Dream Team.

Ep 317 Peacewarts Lab: How Ayn Rand Is F***ing Us Over Again with AI Arbitrage (Bring On the Commons) In Episode 317 of the Peacewarts Lab on the Peace is Here podcast, host Avis Kalfsbeek takes a sharp, satirical look at how modern Silicon Valley billionaires are resurrecting Ayn Rand's hyper-individualist playbook from Atlas Shrugged to justify AI-driven wealth extraction. Examining modern tech commentary—including discussions on podcasts like Peter Diamandis's Moonshots—Avis contrasts the tech industry's claims of magical abundance with the realities of high-tech "arbitrage," exposing how corporate models turn shared human knowledge into private profit. Rather than abandoning technology or falling for trickle-down promises, Avis offers a compelling alternative: reclaiming machine intelligence and shared resources through The Commons. From proposals to send the tech titans off to Mars to previews of next year's Peacewarts 201 curriculum, this episode lays the groundwork for communal stewardship over corporate exploitation. Commons Resources: Read for free:Free, Fair, and Alive: The Insurgent Power of the Commons by David Bollier and Silke Helfrich — https://freefairandalive.org Read for free:Governing the Commons by Elinor Ostrom — https://www.actu-environnement.com/media/pdf/ostrom_1990.pdf Documentary Video on YouTube:Common Struggles: The Meaning of Common Goods — "Common Struggles" is a documentary that tells the story of the search for the meaning of Common Goods (Commons) in Central and Eastern Europe by European Alternatives (EA) — https://youtu.be/MeMT9YQaphM?si=gKqwb41GnRpiujB3 This episode was created with the help of my digital partner, G (Gemini). Music: ElevenLabs by Avis Kalfsbeek

In this episode, we break down the high-level wealth strategy of capital arbitrage and why keeping your money moving is critical for outpacing inflation. We explore how retail investors can leverage assets like cash-value life insurance and stock portfolios to generate yield, capture net spreads, and maximize the velocity of capital without taking on unnecessary risk.We also dive deep into the current US housing affordability crisis, analyzing the data behind the dangerous disconnect between home prices, mortgage rates, and stagnant incomes. Finally, the episode shifts gears to personal growth, revealing a simple three-question weekly framework designed to radically improve your marriage, family dynamics, and closest relationships.KEY TOPICS DISCUSSEDCapital arbitrage strategies for retail investorsInfinite banking and leveraging cash value life insuranceThe velocity of capital and avoiding stagnant wealthWealth destruction through traditional savings accounts and inflationThe US housing affordability crisis and supply level dataThe historical home price-to-income ratio disconnectThe launch of the Imagos Income Fund and private credit investingA three-question framework for relationship optimizationKEY TAKEAWAYSCapital arbitrage allows investors to borrow against existing assets at a low cost and deploy that capital into higher-yielding opportunities, capturing the net spread.Traditional savings accounts average a 0.45% yield while inflation sits near 4.8%, meaning idle cash actively loses purchasing power every year.The true cause of the housing affordability crisis is not just 7% mortgage rates, but the historical disconnect where the median home price is now 4.33 times the average income.The wealthiest investors prioritize the velocity of capital by continuously redeploying funds to ensure every dollar works multiple jobs throughout the year.You can radically improve any relationship by asking three weekly questions: what went well, what could be improved, and how you can offer support.CONNECT & TAKE ACTIONSkyline OC: Discover attainable luxury homeownership in Orange County at skylinocresidences.com.Imagos Income Fund: Text the word INCOME to 844-777-1434 to learn more about generating steady passive returns.Millionaire Mindcast: Access tools, trackers, and resources at thewiseinvestorvault.com.Connect on Instagram: Follow Matt at @officialmaddiea for daily wealth-building insights.

Ce lundi 31 août, Antoine Larigaudrie vous présente le coffre fort dans son émission Tout pour investir sur BFM Business. Retrouvez l'émission du lundi au vendredi et réécoutez la en podcast.

Just Jon in the driving seat this episode, so what could possibly go wrong? He's joined by Ryan Robey from Staicy.win, who shares insights into AI-driven sports betting, community building, and the US gambling landscape. Discover how data, human oversight, and community engagement are transforming betting strategies and industry perceptions.This episode is brought to you by the titans at Gaming Laboratories International, Optimove, and World Gaming, plus the letters X and T, and the number 28.Stuff we talk about, in list form: AI-driven sports betting modelsCommunity building in betting platformsData sources and analytics in sports predictionsHuman oversight and AI collaborationUS gambling laws and market dynamicsArbitrage betting and market edgesCommunity engagement and social aspects of bettingImpact of sports events like World Cup on betting trendsChoice quotes: "We identify where Vegas is lagging behind""Our community is what sets us apart""All the colour in bourbon comes from the wood"“The reason that people go to sports bars is not because they have this burning desire to go spend money to do something they could otherwise do for free. They do it because they love community.”Chapters, but add 40 seconds maybe because of our beautiful music:00:00 - Fintan's new podcast and today's sponsor rundown02:27 - Why Optimove and GLI are supporting the show05:00 - Introducing Ryan Robey and Staicy.win06:38 - Why the company spelling includes an “I” for AI07:35 - How Staicy.win builds betting predictions from data and models09:40 - Arbitrage betting versus finding real edge in player props11:40 - Where the data comes from: Stat feeds, betting lines, and APIs15:08 - Why human oversight still matters in an AI betting platform17:08 - Building guardrails around a custom betting LLM18:24 - The team behind Staicy.win and why Ryan avoids “goobers”24:12 - Strange office interactions and the Delaware mailbox story26:11 - How the subscription model works and where the revenue comes from28:09 - From crypto community project to a real betting business31:21 - Transparency, ROI, and why community is the core differentiator36:03 - World Cup betting, Spain futures, and soccer learning curves39:01 - Leicester City in Vegas and the power of sports fandom43:40 - Scottish supporters, St. Patrick's Day, and sports-bar chaos45:18 - Ryan's day job as a trial lawyer in Lexington, Kentucky49:28 - A courtroom case involving a horse-drawn carriage in a Christmas parade51:35 - Bourbon, Kentucky, and the difference between whiskey and bourbon56:27 - Why lawyers hate John Grisham and legal fiction gets law wrong61:17 - How Grisham may have changed the portrayal of lawyers in media64:14 - Gambling stigma, legal betting, and the US college sports problem67:44 - College player props, integrity concerns, and Kentucky's rules69:05 - Getting into the Apple App Store and coming back during football season70:19 - Closing thoughts on disappointing your family and trial catchphrasesRyan on LinkedIn: https://www.linkedin.com/in/ryan-robey-3b092356/Resources & Links:As ever, we thank all of our sponsors for their vibrant and excellent support that makes all of this… magic… possible.Optimove, who turn customer data into something special, with tools that make businesses just plain work better. Optimove, your support helps us to keep creating content for an industry that probably thinks we disappeared years ago.Then of course there is Clarion Gaming, no hang on World Gaming, providers of the magnificent ICE expo and iGB Live! in London. There is simply nobody better at what they do.And the new-ish-est members of the family, the excellent Gaming Laboratories International. GLI is a world-class Testing, Inspections and Certification company committed to delivering the highest quality land-based, lottery, and iGaming testing and assessment services, working in more than 710 jurisdictions.For more information, visit gaminglabs.com.The Gambling Files podcast delves into the business side of the betting world. Each week, join Jon Bruford and Fintan Costello as they discuss current hot topics with world-leading gambling experts.Website: https://www.thegamblingfiles.com/Subscribe on Apple Podcasts: https://apple.co/3A57jkRSubscribe on Spotify: https://spoti.fi/4cs6ReF Subscribe on YouTube: https://www.youtube.com/@TheGamblingFilesPodcast Fintan Costello on LinkedIn: https://www.linkedin.com/in/fintancostello/ Jon Bruford on LinkedIn: https://www.linkedin.com/in/jon-bruford-84346636/ Follow the podcast on LinkedIn: https://www.linkedin.com/company/the-gambling-files-podcast/ Sponsorship enquiries: https://www.thegamblingfiles.com/contact/ Get our newsletter: https://thegamblingfilestldr.substack.com/

Clement Manyathela speaks to Natalie Scott, Director at Werksmans Attorney who shares some insight into what crypto currencies are and some of the laws and regulations governing the trade of crypto currencies in South Africa. The Clement Manyathela Show is broadcast on 702, a Johannesburg based talk radio station, weekdays from 09:00 to 12:00 (SA Time). Clement Manyathela starts his show each weekday on 702 at 9 am taking your calls and voice notes on his Open Line. In the second hour of his show, he unpacks, explains, and makes sense of the news of the day. Clement has several features in his third hour from 11 am that provide you with information to help and guide you through your daily life. As your morning friend, he tackles the serious as well as the light-hearted, on your behalf. Thank you for listening to a podcast from The Clement Manyathela Show. Listen live on Primedia+ weekdays from 09:00 and 12:00 (SA Time) to The Clement Manyathela Show broadcast on 702 https://buff.ly/gk3y0Kj For more from the show go to https://buff.ly/XijPLtJ or find all the catch-up podcasts here https://buff.ly/p0gWuPE Subscribe to the 702 Daily and Weekly Newsletters https://buff.ly/v5mfetc Follow us on social media: 702 on Facebook https://www.facebook.com/TalkRadio702 702 on TikTok https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/Radio702 702 on YouTube: https://www.youtube.com/@radio702 See omnystudio.com/listener for privacy information.

Most investors leave their largest assets dormant, but the wealthy use life insurance policy loans to generate passive income. This episode breaks down the exact mechanics of policy loan arbitrage, revealing how to borrow against an Indexed Universal Life (IUL) or whole life policy at a low cost while the principal continues to compound tax-free.By deploying this borrowed capital into higher-yielding private credit vehicles, like first-lien debt funds, investors can pocket a reliable interest rate spread. This risk-mitigated strategy transforms a single asset into a dual-purpose wealth engine, allowing individuals to replicate the banking business model and achieve steady monthly cash flow.KEY TOPICS DISCUSSEDLife insurance policy loan arbitrageInfinite banking and cash value leverageIndexed Universal Life (IUL) versus whole life policiesGenerating passive income through interest rate spreadsPrivate credit investing and first-lien debt fundsMitigating risk in high-volatility market environmentsCreating generational wealth with patient capitalKEY TAKEAWAYSBanks generate wealth by borrowing money at a low rate and lending it at a higher rate; investors can replicate this exact model using their life insurance policies.Borrowing against the cash value of a properly structured life insurance policy does not trigger a taxable event, and the original principal continues to compound uninterrupted.Deploying 5.5% capital into a 10% private credit vehicle creates a strong net cash flow spread without the need to sell assets or take on extreme stock market risk.Sustainable wealth building requires patient capital systems that generate steady base hits rather than relying on high-risk home run investments.CONNECT & TAKE ACTIONImagos Income Fund: Text "INCOME" or "DEALS" to 844-447-1555 to learn more about Matty A's private debt fund targeting 10% fixed returns paid out monthly.Visit skylineocresidences.com to discover luxury condo ownership at Skyline OC, Orange County's tallest residential tower. Get a free financial audit on your investment portfolio by texting X-Ray to 844-447-1555

What the heck are PERPS—and why are they suddenly everywhere? On this episode of Options Boot Camp, Mark Longo and Dan Passarelli tackle one of the hottest topics in the derivatives world: perpetual futures, better known as perps. They break down how perpetual futures work, why they don't have expiration dates, how they differ from traditional futures contracts, and why eliminating expiration also eliminates the need to constantly roll positions. Then they dive into the all-important funding rate—the mechanism designed to keep perpetual futures prices aligned with the underlying market. Using easy-to-follow examples, the hosts explore what happens when a perp trades at a premium or discount to the underlying, who pays the funding rate, how professional traders may respond, and why the mechanics can vary significantly from one trading venue to another. They also discuss the growing interest in perps across the derivatives industry, the comparison between perpetual futures and 0DTE options, and why options traders should understand this increasingly important product. Plus, in the Mail Call, the crew discusses whether it might finally be time to revisit and remaster some of the earliest Options Boot Camp episodes for a new generation of options traders. Topics include: What are perpetual futures (perps)? Perpetual futures vs. traditional futures Why perps don't expire How funding rates work Positive vs. negative funding rates Perps trading at premiums and discounts Arbitrage and price convergence Perpetual futures vs. 0DTE options The growing role of perps in derivatives trading Revisiting the early days of Options Boot Camp

What the heck are PERPS—and why are they suddenly everywhere? On this episode of Options Boot Camp, Mark Longo and Dan Passarelli tackle one of the hottest topics in the derivatives world: perpetual futures, better known as perps. They break down how perpetual futures work, why they don't have expiration dates, how they differ from traditional futures contracts, and why eliminating expiration also eliminates the need to constantly roll positions. Then they dive into the all-important funding rate—the mechanism designed to keep perpetual futures prices aligned with the underlying market. Using easy-to-follow examples, the hosts explore what happens when a perp trades at a premium or discount to the underlying, who pays the funding rate, how professional traders may respond, and why the mechanics can vary significantly from one trading venue to another. They also discuss the growing interest in perps across the derivatives industry, the comparison between perpetual futures and 0DTE options, and why options traders should understand this increasingly important product. Plus, in the Mail Call, the crew discusses whether it might finally be time to revisit and remaster some of the earliest Options Boot Camp episodes for a new generation of options traders. Topics include: What are perpetual futures (perps)? Perpetual futures vs. traditional futures Why perps don't expire How funding rates work Positive vs. negative funding rates Perps trading at premiums and discounts Arbitrage and price convergence Perpetual futures vs. 0DTE options The growing role of perps in derivatives trading Revisiting the early days of Options Boot Camp

Carel de Jager – uitvoerende hoof, Sixpence Volg RSG Geldsake op Twitter

In this episode of 9x90™, host Adi Soozin sits down with commercial real estate titan Benjamin Callis to unpack his staggering $3.2 billion pipeline and his ruthless strategy for dominating the data center arms race. Callis reveals how he is weaponizing traditional real estate assets to bankroll cutting-edge Sovereign technology R&D, transforming dead crypto-mining facilities into hyper-efficient Tier 4 hubs through advanced mathematics and power optimization. Beyond navigating the complex financial hurdles of AI off-taker creditworthiness and the absolute necessity of elite utility partnerships, Callis shares his philosophy on community-conscious development and drops a massive revelation about his latest endeavor: architecting what is intended to be the tallest building in Las Vegas directly above the Casino Royale.A special thank you to our sponsor, National Energy Holdings. For the empire builders and developers looking to execute on this exact strategy, National Energy Holdings is the premier firm engineering, constructing, and operating energy infrastructure for commercial real estate. By utilizing highly profitable 80/20 revenue-share models over 25-year terms, they navigate the technical complexities so you can instantly transform your existing physical footprint into a high-yield energy asset without the standard operational friction.

-20 % exceptionnellement sur le programme « Claude CoWork » pour les investisseurs avec le code « floride » : www.grosbillets.com/claude Obtiens une fiche immo par semaine : www.grosbillets.com/fiche-immo Accéder dès à présent au programme « Investir en ETF quand on est investisseur immobilier » : bien choisir, tout comprendre, passer en autopilote - www.grosbillets.com/etf Prochain événement à Strasbourg (Hoerdt) le 7 novembre :toutes les informations et inscriptions sur : www.grosbillets.com/67 Vous cherchez un bien déjà loué, avec des loyers qui tombent dès le premier jour ? Voici les trois appartements que je vends : www.grosbillets.com/appartement Mon programme sur la fiscalité immobilière : www.grosbillets.com/fisca Avoir 20 ans de recul sur ses propres investissements, c'est un luxe assez rare pour être souligné ! ⏳ Cette semaine, je reçois Sara qui a acheté ses premiers parkings à l'âge de 18 ans et qui, depuis, a exploré quasiment toutes les strates de l'immobilier : du studio à la division de plateaux bruts, jusqu'à la création de cabinets paramédicaux. 

[Intro]"They changed the logo...They changed the website...But did they change the game?"---[Verse 1]I followed the breadcrumbs,Right back through the smoke.A brand-new promise,Wrapped in an old joke.New colours, new branding,Fresh PowerPoint slides.Same old commission,Same old disguise.They call it arbitrage,They call it AI.They promise tomorrow,But never explain why.The contracts look polished,The paperwork's neat.But polished deception,Is still a deceit.---[Pre-Chorus]I've seen this movie...More times than I can count.Different logo...Same amount.---[Chorus]One Trade!Same lies!Different logo,Different disguise.They sell you freedom,They sell you dreams.But nothing's ever,Quite what it seems.One Trade!New name!ARBCORE...Still the same.You can paint the walls,You can change the sign...Truth catches up,Every single time.---[Verse 2]Two hundred percent...That's quite a claim.No audited proof,Just another name.Blockchain trackers,TXIDs.Moving the money,Doesn't prove what you need.The bots are perfect,The spreads are wide.But where's the evidence,They cannot hide?Show us the profits.Show us the trades.Not another webinar,Selling another stage.---[Verse 3]Mark's on YouTube,Selling the dream.Another opportunity...Or so it would seem.I've watched his history,Year after year.One launch ends...Another appears.Polar Tensor.BizNet too.E1ULife...The list grew.One Trade today.Tomorrow who?The faces stay...The logos move.---[Bridge]I don't sell hope.I don't sell fear.I follow documents.I follow wallets.I follow timelines.Because evidence...Never needs recruiting.---[Guitar Solo]---[Final Chorus]One Trade!Same lies!Different logo,Different disguise.The paperwork shines,The promises glow.But where does the money,Really go?One Trade!Stand and explain!If the business is real...You've got nothing to fear.Because questions...Should never be the enemy.Truth...Can stand inspection.---[Outro]The investigation continues...One document.One wallet.One promoter.One piece of evidence...At a time.Support the show

Dr. Beckett interviews Brian Gray recorded before the National. Gray describes enjoying a lean, nimble operation with three (family) employees, streaming for fun, and the thrill of hobby arbitrage and “wheeling and dealing” rather than running a large company, noting his next venture won't have him as CEO. They discuss semi-retirement, choosing when to work, and still having impact as a “voice of reason.” Gray shares how his daughter leads AI efforts at a trading card company and how AI is improving checklist generation, social trend tracking, and enabled Leaf Reimagined concepts. They also warn about AI's limits in grading and research, missing physical cues like smell/feel, owner bias, misinformation/SEO manipulation, and the need for sources, good prompts, and critical thinking.   00:40 Streaming and Staying Lean 01:25 Arbitrage and Hustle Mindset 03:17 Semi Retired Life Choices 04:29 AI in Trading Cards 06:29 AI Limits in Grading 10:47 Misinformation and SEO Traps 14:14 Bias Narratives and Homework 16:24 How to Think, Not What to Think 17:18 Building a Mosaic of Voices    

What's big and ugly and has united Republicans and Democrats? A.I. data centers. An overwhelming majority of Americans say they'd oppose a data center being built near where they live. In New York, Gov. Kathy Hochul just imposed a one-year moratorium on data center construction, and there are over 100 other local or statewide moratorium proposals across the country. A.I.'s explosive momentum over the last few years seems to have finally run into a force that could slow it down: the messy politics of getting things done in the real world. So, is that a good thing, or a bad thing? And how much is the data center backlash about the actual construction of these buildings, and how much is it about A.I. itself? Jasmine Sun has an excellent newsletter covering both the culture inside the A.I. companies and the anger that's been building against them. And she just finished a reporting trip in the Midwest, where she interviewed people on all sides of the data center fight. So I wanted to talk to her about what she saw and what she thinks A.I. companies can learn from the growing movement against them. Mentioned: @jasmine's Substack Silicon Valley Is Bracing for a Permanent Underclass by Jasmine Sun Sam Bankman-Fried on Arbitrage and Altruism (Ep. 145) Is Your Social Life Missing Something? This Conversation Is for You. With Priya Parker, The Ezra Klein Show Book Recommendations: The Maniac by Benjamin Labatut The Technology Trap by Carl Benedikt Frey The Art of Gathering by Priya Parker Thoughts? Guest suggestions? Email us at ezrakleinshow@nytimes.com. You can find transcripts (posted midday) and more episodes of “The Ezra Klein Show” at nytimes.com/ezra-klein-podcast, and you can find Ezra on Twitter @ezraklein. Book recommendations from all our guests are listed at https://www.nytimes.com/article/ezra-klein-show-book-recs. This episode of “The Ezra Klein Show” was produced by Rollin Hu. Fact-checking by Kelsey Lannin. Our senior engineer is Jeff Geld, with additional mixing by Johnny Simon. Our recording engineer is Johnny Simon. Cinematography by Kyle Kelley. Video editing by Brandon Belk-Yee, Steph Khoury and Arpita Aneja. Our executive producer is Claire Gordon. The show's production team also includes Marie Cascione, Annie Galvin, Jack McCordick, Kristin Lin and Emma Kehlbeck. Original music by Pat McCusker. Audience strategy by Shannon Busta. The director of New York Times Opinion Shows is Annie-Rose Strasser. Subscribe today at nytimes.com/podcasts or on Apple Podcasts and Spotify. You can also subscribe via your favorite podcast app here https://www.nytimes.com/activate-access/audio?source=podcatcher. For more podcasts and narrated articles, download The New York Times app at nytimes.com/app. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Send us Fan MailThree things every investor needs to hear. First: a banker flags the growing SPV-on-SPV problem in today's VC market — 24-hour close emails, unverifiable shares, unvested stock — and explains why reading the actual paperwork has never mattered more. Second: on the PE side, capital scarcity means investors are winning more board seats, tighter terms, and preferential return structures. Third — and most shareable — a serial entrepreneur delivers a direct warning: AI is a tsunami, the window to get ahead of it is five years or less, and the operators who integrate it first will eat everyone else's lunch across every industry. His point: this is arguably the world's biggest arbitrage opportunity, and most people are still asleep.About Family Office ClubThe world's largest investor club in the family office space. 19 years. 300+ events. 16 million members. $1B+ in community transactions.

Kenner buitenlands voetbal Süleyman Öztürk en Sjoerd Keizer blikken in deze VI ZSM terug op de WK-finale tussen Spanje en Argentinië. De mannen zoomen in op Rodri, Messi, de rondo van Spanje en de knokploeg Argentinië. Daarnaast gaat het ook over wie de speler van het toernooi is én een felbegeerde prijs voor het Nederlands elftal... 00:00 Wat voor WK-finale was dit? 02:25 Arbitrage & Argentinië 09:00 Messi en het machteloze Argentinië 12:30 Spaanse rondo 15:00 Wie is de speler van het toernooi? 18:00 Halftime-show & mooi WK? 21:50 Oranje wint toch een prijsSee omnystudio.com/listener for privacy information.

Tired of skinny profit margins, fighting over overpriced retail listings, and dealing with the constant headaches of being a landlord? Welcome to the ultimate real estate loophole: Note Arbitrage. In this episode, seasoned real estate investor Scott Carson breaks down a powerful, real-world case study from his "50 Note Deals in 50 Days" series. You will discover how to acquire a prime, owner-occupied performing mortgage note in San Antonio, Texas, and structure it to generate an infinite rate of return using Other People's Money (OPM). Scott walks you step-by-step through the exact math, showing you how to buy bank debt at a discount, pay a passive investor a strong 8% return, and pocket the difference in pure, monthly cash flow without ever fixing a toilet, chasing a tenant, or swinging a hammer. Whether you want to supercharge your Self-Directed IRA or learn how to act as the bank instead of the landlord, this masterclass shows you exactly how to scale a wealth-building portfolio with zero of your own capital out of pocket.

In this episode, the main conversation revolved around the limit order proposal, how it works, and its impact on arbitrage bots and Rujira.Swap now https://swap.thorchain.org/ THORChain is a decentralized crypto exchange. THORChain is the first and biggest DEX for Bitcoin. You can use any self custody wallet to swap and there's no KYC required.Timestamps:00:00:00 Intro00:04:00 Kenton starts00:11:00 Volume is great!00:13:00 Devel introduction00:15:00 How did you hear about THORChain, Devel?00:18:00 Why did you become a node operator as well as an arbitrageur?00:20:00 It's been a long-standing belief that arbitrageurs are parasitic00:23:00 Ratio between swap volume and arbitrage volume00:25:00 Arbitrage volume is around 63% — does this mean THORChain is efficient?00:27:00 Will Monero have a significant price discrepancy?00:32:00 Could XMR become the XY curve of THORChain?00:33:00 Devel's proposal: A new type of order to improve quotes and turn arbitrageurs into market makers00:35:00 If the system works: Faster swaps, bigger swaps, and better price execution00:37:00 They are not limit orders — they are limit swaps00:38:00 Screen share00:42:00 Devel explains the difference between limit orders and limit swaps00:46:00 I want to achieve an improved quote endpoint00:55:00 Chocolate bar01:05:00 Boone and Devel join01:06:00 Devel continues the conversation01:13:00 Is this proposal additive or a replacement?01:18:00 Devel continues breaking down the structure of his proposal01:24:00 Boone adds clarity01:28:00 Kenton asks about market making with exploited funds01:34:00 Would this complement or compete with Rujira?01:37:00 Boone: This does not conflict with the app layer01:41:00 Clarifying Rujira's design versus Devel's base-layer proposal01:47:00 Boone's maker/taker fee split idea01:50:00 Devel is currently helping improve node operator operations01:53:00 Quality-of-life improvements for new node operators01:57:00 Dynamic fees and the boone.tools highlight02:02:00 KPI dashboard for global volume02:06:00 Quick XMR update (Boone)

⚡ Flipping the Lender: How to Arbitrage Non-Performing Hard Money Notes for 42%+ Quick PaydaysWelcome back to the 50 Note Deals in 50 Days case study series! In this episode, Scott Carson—"The Note Guy"—uncovers an extraordinary, under-the-radar sector of the distressed debt market: buying non-performing hard money loans directly from institutional portfolios at massive discounts. When a fund broker dropped a list of 29 nationwide hard money defaults on his desk, Scott immediately hopped in his car to personally audit an incredible investment opportunity sitting right in the West Side of San Antonio, Texas. If you are a real estate investor who wants to learn how to transition from a traditional fix-and-flipper to an institutional "Lien Lord," this breakdown reveals the exact blueprint to intercepting foreclosure files. Discover the exact math behind snapping up a $150,500 legal unpaid balance for just $105,000, and how you can manipulate DSCR cash-out refinancing guidelines to print tax-free private wealth without ever lifting a hammer! Let's get into the data.

Aujourd'hui, Charles Consigny, avocat, Joëlle Dago-Serry, coach de vie, et Ophélie Roque, prof de lettres et essayiste, débattent de l'actualité autour d'Alain Marschall et Olivier Truchot.

Aujourd'hui, Charles Consigny, avocat, Joëlle Dago-Serry, coach de vie, et Ophélie Roque, prof de lettres et essayiste, débattent de l'actualité autour d'Olivier Truchot.

In de nieuwe aflevering van WK Praat bespreken Wouter Bouwman, Anco Jansen, Kees Kwakman en Yordi Yamali de zege van Argentinië, dat in de halve finale van het WK wederom in de slotfase wist toe te slaan. Ditmaal was Engeland het slachtoffer. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Is it actually worth using Infinite Banking to buy a car? Chris Naugle says yes. Want a Whole Life Insurance Policy? Go Here: https://bttr.ly/bw-yt-aa-clarityIn this episode, Caleb Guilliams, Chris Naugle, and Craig Yenni break down the math behind financing a vehicle with a traditional auto loan versus using a policy loan from a properly designed whole life insurance policy. Chris and Craig run through their new vault software to compare real-world scenarios, explore policy loans, cash value, paid-up additions (PUAs), opportunity cost, and see which strategy comes out ahead.Watch the Interview on Youtube for Visuals - https://youtu.be/qUBLmHxGexcWant Us To Review Your Permanent Life Insurance Policy? Click Here: https://bttr.ly/yt-policy-reviewWant Free Whole Life Insurance Resources & Education? Go Here: https://bttr.ly/yt-bw-vaultLearn More About BetterWealth: https://betterwealth.comChapters:* **Introduction and Overview:** (0:00 - 4:10) Caleb Guilliams, Chris Naugle, and Craig Yenni introduce the topic of using whole life insurance policies to buy cars, focusing on the debate over whether it makes mathematical sense. * **The Case for Control and Flexibility:** (4:11 - 9:36) Chris Naugle discusses why he prioritizes control and cash flow over low interest rates, framing the car-buying process through the lens of personal banking. * **Mechanics of Policy Loans vs. Traditional Financing:** (9:37 - 16:00) A deep dive into how policy loans function compared to traditional auto loans, highlighting the ability to regain access to capital and maintain liquidity. * **The Math Behind the Strategy:** (16:01 - 28:28) A comparative analysis using a Toyota Grand Highlander as a hypothetical vehicle, examining the numbers of a bank loan at 4% vs. a 6% policy loan. * **Policy Design and Efficiency:** (28:29 - 41:57) Craig Yenni demonstrates how the Vault software models policy cash value and the impact of initial premium dumps on long-term efficiency. * **Comparing Financing Scenarios:** (41:58 - 55:10) A breakdown of different interest rate scenarios (4% vs. 6%) and how they affect the net financial outcome for the policyholder. * **The Reality of Arbitrage and Spreads:** (55:11 - 1:04:35) The group discusses how creating a spread between what you pay yourself and the interest charged on a policy loan contributes to wealth building. * **Infinite Banking as a Financial Hedge:** (1:04:36 - 1:10:08) A concluding discussion on why family offices and wealthy families use whole life insurance as a long-term hedge and legacy building tool beyond just purchasing vehicles. DISCLAIMER: https://bttr.ly/aapolicy*This video is for entertainment purposes only and is not financial or legal advice.Financial Advice Disclaimer: All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

Your company is only as strong as the people running the systems. And average talent will never build an elite empire. In this episode of The Level Up Podcast, Paul Alex breaks down the talent arbitrage and how founders can find true operators in a market full of polished resumes and rehearsed interview answers. Let's be real… A perfect resume does not guarantee grit. A college degree does not guarantee resourcefulness. Corporate experience does not always mean ownership. And a smooth interview does not mean someone can solve real problems under pressure. In this episode, you'll learn: Why traditional hiring filters can lead to average teams How to identify grit, ownership, and problem-solving ability Why testing candidates under pressure reveals true talent How to retain elite operators by giving them autonomy and performance-based upside The truth is simple: You cannot build a massive vision with order-takers. You need people who think. Solve. Adapt. Move fast. And take ownership without needing constant supervision. High-level founders do not just hire for polish. They hire for capacity. They test for chaos. They look for resourcefulness. They pay for performance. And when they find eagles… They give them the target and get out of the way. Because elite talent does not want to be micromanaged. It wants to win. Change the filter. Test the grit. Hire the elite. And keep leveling up. Your Network is your NETWORTH! Make sure to add me on all SOCIAL MEDIA PLATFORMS: Instagram: https://jo.my/paulalex2024Facebook: https://jo.my/fbpaulalex2024YouTube: https://www.youtube.com/channel/UCGhDAD1JyGGzSQUPD9lc9HQLinkedIn: https://jo.my/inpaulalex2024 Looking for a secondary source of income or want to become an entrepreneur? Check out one of my companies below to see if we can help you: www.CashSwipe.com FREE Copy of my book “Blue to Digital Gold - The New American Dream”www.officialPaulAlex.com Learn more about your ad choices. Visit megaphone.fm/adchoices

In de nieuwste aflevering van WK Praat bespreken Yordi Yamali, Hedwiges Maduro, Willem Vissers en Karim El Ahmadi o.a. de rol van de politiek en arbitrage op het WK. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Perfect brands are easy to ignore. Real brands are hard to forget. In this episode of The Level Up Podcast, Paul Alex breaks down the authenticity arbitrage and why being unpolished can become your greatest competitive advantage. Let's be real… The market is tired of fake perfection. Overproduced videos. Corporate scripts. Sterilized branding. And content that sounds like it was written by a robot. People do not want another perfect logo. They want a real human they can trust. In this episode, you'll learn: Why fake perfection kills connection How raw authenticity builds stronger trust with buyers Why H2H interaction still wins in modern business How unpolished execution can make your brand more relatable and powerful The truth is simple: Humans buy from humans. They want to see the person behind the brand. The operator behind the offer. The story behind the business. The real perspective behind the content. High-level founders do not hide behind a corporate mask. They speak directly. They show the process. They share the messy execution. They build trust by being real. Because authenticity cuts through noise faster than polish ever could. You do not need to look like a Fortune 500 company to win. Be real. Build the trust. Deliver the value. And keep leveling up. Your Network is your NETWORTH! Make sure to add me on all SOCIAL MEDIA PLATFORMS: Instagram: https://jo.my/paulalex2024Facebook: https://jo.my/fbpaulalex2024YouTube: https://www.youtube.com/channel/UCGhDAD1JyGGzSQUPD9lc9HQLinkedIn: https://jo.my/inpaulalex2024 Looking for a secondary source of income or want to become an entrepreneur? Check out one of my companies below to see if we can help you: www.CashSwipe.com FREE Copy of my book “Blue to Digital Gold - The New American Dream”www.officialPaulAlex.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Ce jeudi 9 juillet, Antoine Larigaudrie a reçu Mickaël Landreau, trader sur compte propre et co-gérant du salon MTT, dans l'émission Tout pour investir sur BFM Business. Retrouvez l'émission du lundi au vendredi et réécoutez la en podcast.

Jérôme Rothen se chauffe contre un autre consultant, un éditorialiste ou un acteur du foot.

Aujourd'hui, Joëlle Dago-Serry, coach de vie, Charles Consigny, avocat, et Didier Giraud, éleveur de bovins, débattent de l'actualité autour d'Alain Marschall et Olivier Truchot.

After a restful fourth, true patriots Jon Kelly and Peter Hamby reunite to dig into the second-order effects of the Comcast split news. Who will buy NBCU? What will happen to the news division? Was this cleavage foreshadowed when Brian Roberts overpaid for NBA rights? Then they segue into Axel Springer's likely vision for The Telegraph in the U.S. market.

Join Dr. Jen on this episode of My Life as a Landlord as she sits down with Spencer Shefron to unpack his journey from remote-management experiments to building a five-line business empire. They dive deep into the world of short-term rentals, exploring why U.S. markets offer unbeatable cash flow compared to traditional development. Spencer also reveals the secrets behind Rev Whisper, his new AI-driven product that automates revenue optimization for short-term rentals. Whether you're curious about cross-border structuring, E2 visas, or just maximizing your rental income, this episode is packed with actionable insights. Tune in for a fun, fast-paced conversation that will change how you look at real estate investing!  Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode of the Planet MicroCap Podcast, I spoke with Maj Soueidan, founder of GeoInvesting and MS MicroCaps, to dig into what three decades of micro-cap investing actually teaches you - including the lessons that only come from painful round trips and hard resets. We break down his current stance on speaking with management and what that's revealed about hunting in the right universe, how he's using AI to sharpen his information arbitrage edge without losing the manual process that built it, and what the 120-bagger experience of KORU Medical Systems really required psychologically to hold through. We also touch on the one thing he wishes he'd understood earlier in his career — risk management. We mention several companies during this conversation and I'm not a shareholder in any of them. For more information about GeoInvesting and MS MicroCaps, please visit: https://geoinvesting.com/ and https://msmicrocaps.com/ Chapters: 00:00 Introduction to Microcap Investing 01:56 Lessons from Past Investments 04:34 The Importance of Management in Investing 07:48 Navigating Market Trends and Complacency 10:57 The Role of AI in Investment Strategies 16:45 Information Arbitrage and AI Tools 22:44 Engaging with Management Teams 26:37 Innovative Investment Strategies 30:15 The Role of Management Interviews 35:31 Understanding Risk Management in Investing 43:06 Lessons from a 120-Bagger Investment 47:26 Exploring New Investment Platforms Planet Microcap hosts the highest quality in-person microcap events in North America. The mission is to bring the best microcap investors, companies, and allocators together to gather, connect, and grow.; visit https://planetmicrocap.com/ to learn more about our Las Vegas and Toronto events. This presentation is for informational purposes only and should not be construed as a recommendation to purchase or sell any security referenced herein. Planet MicroCap Holdings LLC and MicroCapClub LLC (collectively, “we” or “our”) are not licensed brokers nor registered investment advisors. We, our partners, contractors, members, subscribers, guests, or affiliates may or may not hold positions in one or more of the securities mentioned in this presentation and may trade in such securities at any time. We may have received cash compensation from one or more participants for presenting at past, present, or future events. We recommend you consult a licensed investment adviser, broker, or legal counsel before purchasing or selling any securities referenced in this presentation.

Today's we are going to take a look into the near future… I am going to talk about AI - and the impact I think it will have on the short term job market - and how that can help your restaurants…

Pat Kerrane and Sam Sherman share players that they view as basically the same... at wildly different ADPs, then draft a best ball team.FOLLOW:► Sam Sherman ➝ https://x.com/Sherman_FFB► Pat ➝ https://twitter.com/PatKerraneSign up for the Legendary Upside newsletter (https://www.legendaryupside.com/)► Underdog Rankings: https://www.legendaryupside.com/2026-underdog-best-ball-rankings/► DraftKings Rankings: https://www.legendaryupside.com/2026-draftkings-best-ball-rankings/► Sidekick Dynamic Rankings: https://www.legendaryupside.com/sidekick/► Dynasty Rankings: https://www.legendaryupside.com/2026-dynasty-rankings/Legendary Upside subscribers can use promo code LEGUP for 40% off a Spike Week subscription.

Lanny and Mike meander through some topics in PremodernCheck out the latest on Youtube: https://www.youtube.com/@lannynynySupport Spike Colony on Ko-Fi: https://ko-fi.com/spikecolony (donations grant access to the follower discord!)Check out the Premodern Tier List and other articles: https://spikecolony.com/

Drei Jahre Weltreise mit 50 € am Tag, regelmäßige Dividendeneinnahmen und seit fünf Jahren kein Angestelltenjob mehr. Und trotzdem sagt Ingo Scholtz von Mission Cashflow: „Ich würde mich nicht als finanziell frei bezeichnen."Vier Jahre stand Ingo Scholtz von Mission Cashflow auf meiner Gästeliste. Nach drei Jahren Weltreise hat es endlich geklappt. In Folge 274 sprechen wir darüber, wie sein Leben zwischen Dividendendepot, geografischer Arbitrage und bewusst niedrigen Lebenshaltungskosten funktioniert – und warum er trotzdem nicht von „finanzieller Freiheit“ spricht.Wir sprechen über:drei Jahre Weltreise mit rund 18.000 € Jahresbudgetwarum sein Finanzmodell in Köthen funktioniert – und in München deutlich schwieriger wäresein Dividendendepot mit 40 Aktien und 8 REITsCovered-Call-ETFs von JPMorgan, Global X und iShareswarum 95 % USA-Anteil für ihn kein Klumpenrisiko sindweshalb er seinen Optionshandel auf Reisen aufgegeben hatKI im IT-Support und warum er glaubt, dass viele Frontline-Jobs verschwinden werdenseine Gedanken zu finanzieller Freiheit, Flexibilität und PrioritätenEine Folge über echte finanzielle Flexibilität statt Instagram-Finanzfreiheit. Jetzt reinhören.Weitere InformationenZum Blog Mission CashflowZum Dividendenaktiendepot von IngoOptions-Handel ABC von IngoAktienbewertung mit FAST GraphsZum X-Kanal von IngoZum Reiseblog "Backpackers Home"Zum Instagram-Kanal von IngoZum lesenswerten Buch "Die with Zero"*Präsentiert von VinosDiese Folge wir dir präsentiert von Vinos und dem diesjährigen Finanzrocker-Sommer-Weinpaket. Für nur 29,99 Euro (plus Versand für Bestandskunden) erhältst du jeweils 3 spanische Rot- und sommerliche Weißweine und zusätzlich auch noch 2 Weingläser von Schott Zwiesel.Alle Infos zum Sommerweinpaket findest du hierPräsentiert von SailyWenn bei Euch ein Urlaub ansteht und ihr unterwegs mobiles Internet braucht, schaut unbedingt beim eSIM-Anbieter Saily vorbei. Mit dem Code „finanzrocker“ bekommt ihr sogar 15% Rabatt auf euren ersten Kauf. Der Rabatt wird über den Link schon gleich abgezogen.Alle Infos zu Saily gibt es hier*= Affiliate-Link: Dir entstehen durch einen Klick weder Nachteile noch irgendwelche Kosten. Wenn Du Dich für ein Produkt entscheiden solltest, zahlst Du denselben Preis wie sonst auch. Aber Du unterstützt damit meine Arbeit und ich erhalte eine kleine Provision, wenn Du Dich nach einem Klick für das Produkt/Angebot entscheiden solltest. Vielen Dank im Voraus. Ich weiß das sehr zu schätzen. Hosted on Acast. See acast.com/privacy for more information.

Mental Models for Exceptional Capital Allocation by Mohnish Pabrai at Heilbrunn Center for Graham and Dodd Investing on April 21, 2026. (00:00:00) - Introduction (00:02:03) - Charlie Munger's mental models (00:03:54) - Model 1: The Bedrock model: Take a simple idea and take it seriously (00:04:51) - Model 2: Ben Graham's three ideas on markets (00:05:28) - Model 3: Do not overdose on Ben Graham; Poor Charlie's Almanack, Philip Fisher, and Pulak Prasad (00:06:27) - Model 4: Buffett's lifetime 20-punch card (00:07:15) - Model 5: Stay in the epicentre of your circle of competence; John Arrillaga (00:09:09) - Model 6: A high error rate is guaranteed in investing (00:09:26) - Model 7: Circle the wagons: the 4% rule (00:10:36) - Berkshire's 12 best decisions in 60 years (00:12:02) - Mistakes in investing: Ferrari, Progressive Insurance & Goldman Sachs (00:12:55) - Model 8: Do not cut flowers and water weeds; The Nifty 50 crash in the 1970s & Walmart (00:15:34) - Model 9: Be a shameless cloner; VIC & Dataroma; Gimat Gross (00:16:43) - Model 10: History does not repeat itself; Investing in Turkey & Reysas (00:19:50) - Model 11: Explain your investment thesis in 3-4 sentences to a 10-year old (00:19:58) - Model 12: You always need a rope to get out of the deepest well (00:23:14) - Model 13: Nick Sleep; Zen and the Art of Motorcycle Maintenance (00:26:52) - Model 14: Thou shall not use Excel (00:27:17) - Model 15: Use a pre-investment checklist (00:28:06) - Model 16: Be singularly focused like Arjuna (00:29:27) - Read the footnotes; Turn every page: Robert Caro (00:31:16) - Model 17: Enjoy hunting for needles in haystacks; Buffett's childhood entrepreneurial adventures (00:33:40) - Japanese Company Handbook; My introduction to Charlie Munger & Debbie Bozanek (00:37:27) - Model 18: Your deepest desire is your destiny (00:38:53) - Model 19: You should always have someone to discuss your investment ideas with; Li Lu (00:40:45) - Model 20: The mistress is always hotter than the wife!  (00:41:12) - Model 21: Neither a short-term borrower nor a long-term lender be (00:41:33) - Model 22: Introduce randomness into your life; Peter Lynch's One up on Wall Street (00:43:11) - Model 23: Be a Swiss Army knife (00:43:24) - Model 24-26: Focus on spin-offs, uber cannibals & spawners; Alpha-Metallurgical Resources (00:44:02) - Model 27: Arbitrage is wonderful; Transocean vs. Valaris (00:44:17) - Model 28: Heads I win, Tails I don't lose much!; IPSCO and CONSOL Energy (00:46:10) - Model 29: Focus on low-risk; high uncertainty bets (00:46:45) - Model 30: Do not skim off the top (00:47:23) - Book recommendations: Poor Charlie's Almanack, Influence & Excellent advice for living (00:47:41) - Investing in Turkish vs. Indian markets (00:50:17) - Follow your passion  The contents of this website are for educational and entertainment purposes only, and do not purport to be, and are not intended to be, financial, legal, accounting, tax or investment advice. Investments or strategies that are discussed may not be suitable for you, do not take into account your particular investment objectives, financial situation or needs and are not intended to provide investment advice or recommendations appropriate for you. Before making any investment or trade, consider whether it is suitable for you and consider seeking advice from your own financial or investment adviser. Views expressed on Chai with Pabrai are exclusively those of Mohnish Pabrai and not of any affiliated firm or organization.

Banks have built trillion-dollar empires on a very simple business model: borrowing money at a low rate and lending it out at a higher rate to pocket the spread. In this episode, we break down how everyday investors can replicate this exact framework using the cash value of their life insurance policies through a strategy known as policy loan arbitrage.By borrowing against a well-structured life insurance policy at a lower interest rate, investors can deploy that capital into higher-yielding vehicles like senior secured private credit funds. This allows your capital to compound in two places at once, generating true passive income and building wealth without relying on stock market volatility.Key Topics DiscussedThe core banking business model of pocketing interest rate spreadsHow to leverage life insurance cash value for policy loan arbitrageMaintaining uninterrupted compound growth inside a life insurance policyInvesting in first-lien, asset-backed private credit fundsCalculating the net income spread between loan costs and investment returnsUtilizing the Amagos Income Fund for consistent monthly passive incomeBuilding a patient capital engine for long-term generational wealthKey TakeawaysWealthy individuals build systems that allow their capital to work simultaneously in multiple places.You can borrow against your life insurance cash value without triggering a taxable event or surrendering the policy.Deploying borrowed capital at a 10% return while paying a 5.5% loan rate creates a highly effective 4.5% passive income spread.Senior secured private credit prioritizes downside protection and capital preservation over high-risk equity plays.Successful policy loan arbitrage requires discipline, a well-structured policy, and a reliable high-yield investment vehicle.Connect & Take Action:Wealth Intelligence Brief: Text "WIB" to 844-447-1555 to get Matty's free macro data, real estate intel, and crypto signals delivered to your inbox 3 times a week.Imagos Income Fund: Text "INCOME" or "DEALS" to 844-447-1555 to learn more about Matty A's private debt fund targeting 10% fixed returns paid out monthly.

Mental Models for Exceptional Capital Allocation by Mohnish Pabrai at The University of Nebraska, Omaha on May 1, 2026. (00:00:00) - Introduction (00:02:11) - Charlie Munger's mental models (00:03:43) - Model 1: The Bedrock: Take a simple idea and take it seriously (00:04:06) - Model 2: Ben Graham's Fundamentals (00:04:59) - Model 3: Do not overdose on Ben Graham; Poor Charlie's Almanack, Philip Fisher, and Pulak Prasad (00:05:16) - Model 4: Buffett's lifetime 20-punch card (00:06:05) - Model 5: Stay in the epicentre of your circle of competence; John Arrillaga (00:07:52) - Model 6: A high error rate is guaranteed in investing (00:08:06) - Model 7: Circle the wagons: the 4% rule (00:08:44) - Berkshire's 12 best decisions in 60 years (00:09:41) - Mistakes in investing: Ferrari, Progressive Insurance & Goldman Sachs (00:12:10) - Model 8: Do not cut flowers and water weeds (00:13:02) - Model 9: Be a shameless cloner; VIC; Dataroma & SumZero (00:15:11) - Model 10: History does not repeat itself - but it does rhyme (00:16:16) - Model 11: Explain your investment thesis to a 10-year old in 3-4 sentences (00:16:41) - Model 12: You always need a rope to get out of the deepest well (00:20:50) - Model 13: Pursue quality intensely; Nick Sleep, Zen and the Art of Motorcycle Maintenance (00:25:31) - Model 14: Thou shall not use Excel (00:25:52) - Model 15: Develop and use a pre-investment checklist (00:27:54) - Model 16: Be singularly focused like Arjuna (00:29:31) - Read the footnotes; Turn every page: Robert Caro (00:31:44) - Model 17: Enjoy hunting for needles in haystacks; Buffett's childhood entrepreneurial adventures (00:33:41) - Japanese Company Handbook; My introduction to Charlie Munger & Debbie Bozanek (00:38:02) - Model 18: Your deepest desire is your destiny (00:41:15) - Model 19: You should always have someone to discuss your investment ideas with; Li Lu (00:42:53) - Model 20: The mistress always looks hotter than the wife!  (00:43:30) - Model 21: Neither a short-term borrower nor a long-term lender be (00:43:54) - Model 22: Introduce randomness into your life; Peter Lynch's One up on Wall Street (00:46:28) - Model 23: Be a Swiss Army knife (00:46:36) - Model 24-26: Focus on spin-offs, uber cannibals & spawners (00:47:18) - Model 27: Arbitrage is wonderful; Rupert Murdoch (00:48:26) - Model 28: Heads I win, Tails I don't lose much!; IPSCO and CONSOL Energy (00:51:43) - Model 29: Focus on low-risk; high uncertainty bets (00:52:56) - Model 30: Do not skim off the top (00:53:37) - Book recommendations: Poor Charlie's Almanack, Influence & Excellent advice for living (00:54:48) - Importance of the Bedrock model (00:55:30) - Finding great businesses (00:58:11) - Focusing on my deepest desire (00:59:23) - Berkshire Hathaway A-shares (01:00:35) - Intrinsic value of a company (01:02:17) - The Founders Podcast & Value Investors Club (01:05:34) - Pursue your passion (01:07:49) - Making of a Great American Capitalist by Lowenstein (01:09:05) - Family-run businesses; Walmart (01:10:24) - The Dakshana Foundation & Giving back (01:12:45) - Micron (01:13:43) - Warren's Too Hard pile & Charlie's pie-counter trips The contents of this website are for educational and entertainment purposes only, and do not purport to be, and are not intended to be, financial, legal, accounting, tax or investment advice. Investments or strategies that are discussed may not be suitable for you, do not take into account your particular investment objectives, financial situation or needs and are not intended to provide investment advice or recommendations appropriate for you. Before making any investment or trade, consider whether it is suitable for you and consider seeking advice from your own financial or investment adviser.

Send us Fan MailThis week at the Dynasty Round Table we're talking rookie market values and arbitrage opportunities.If you would like a question answered in an upcoming episode, you can email us at dynastyrtpod@gmail.com If you liked the intro/outro music, be sure to check OUT the band OUTDrejas wherever you get your music! 

The long waves of efficiency are over. If your brand waits 18 months to pivot, you have already lost the margin. Jason O'Toole, Head of Connected Commerce & Media at Gildan, and guest host Spencer Lian-Thornton, VP Growth & Partnership of Mindgruve, discuss why the "Fail Fast" culture is now a requirement for survival. INSIDE THE EPISODE: - The ROAS Trap: Why high returns often hide cannibalization and how Gildan focuses on incremental growth instead. - Test and Learn: Placing experimentation at the center of the operating model to find the 3% of initiatives that actually scale. - The Final Differentiator: As AI automates the grunt work of reporting, strategy becomes the only competitive moat left. Stop managing channels. Start managing the consumer footprint. Watch the full episode here.

Stefan Stadie is a professional sports trader at Kero Sports whose work sits at the intersection of equities, sports betting, and prediction markets. After starting his trading journey in equities, Stefan evolved toward a more process-driven approach focused on price, liquidity, and market behavior. Today, his edge comes less from predicting outcomes and more from identifying mispricing, capturing inefficiencies, and operating across multiple markets in real time. In this conversation, Stefan shares how the same principles—crowd psychology, liquidity, and price discovery—show up across different environments, from stocks to sports to decentralized prediction markets. He also walks through his transition into arbitrage and market making, how he approaches risk, and what it takes to stay disciplined when operating in fast-moving, competitive markets. This episode offers a different lens on trading—one that challenges traditional thinking around prediction, edge, and where opportunity actually comes from. In this episode, we explore: ·        Why trading principles can transfer across completely different markets ·        The role of liquidity and crowd behavior in shaping price ·        Moving from directional trading to arbitrage and market making ·        How mispricing creates opportunity across fragmented markets ·        The reality of being limited or banned by sportsbooks ·        Differences between traditional financial markets and emerging prediction markets ·        Managing psychology and discipline in fast-moving environments ·        Why focusing on price—not opinion—can change your approach to trading About Stefan Stadie: Stefan is a professional sports trader at Kero Sports, specializing in market structure, arbitrage, and market making. He also trades equities and participates in prediction markets, applying a consistent framework centered on liquidity, psychology, and price discovery across different trading environments.   Links + Resources: ·        X (Twitter):  https://x.com/BronzeBeardd   Sponsor of Chat With Traders Podcast:  ●       Trade The Pool:  http://www.tradethepool.com   Time Stamps: Please note: Exact times will vary depending on current ads.  00:00 Introduction 04:39 Early life, education and entry into oil & gas06:18 2020 oil crash and negative crude prices08:14 Early trading career, swing trades and going full-time09:18 Trading mistakes, position sizing and risk management11:33 Trading during the COVID crash and learning resources12:41 Transition to short selling and strategy shift14:14 Liquidity events and shorting tactics16:53 Entry into predictive markets and sports betting18:23 Arbitrage strategies and OddsJam scanner21:38 Bans from retail sportsbooks and joining Kiro Sports26:37 Polymarket, peer-to-peer exchanges and crypto betting29:04 How prices are set and market-making basics35:32 Market-making tactics, spreads and target returns40:31 Directional positions and daily activity in predictive markets41:43 Parlays, selling parlays and house edge44:10 Growth, regulation and insider-risk in prediction markets49:20 Comparisons with financial markets: liquidity, edge and crowds01:01:54 Gamification, responsible use, psychology and advice for newcomers01:10:00 Closing remarks and contact information   Trading Disclaimer:  Trading in the financial markets involves a risk of loss. Podcast episodes and other content produced by Chat With Traders are for informational or educational purposes only and do not constitute trading or investment recommendations or advice. Learn more about your ad choices. Visit megaphone.fm/adchoices

Rory Scovel is a man of opulence. But he won't let greed go to his head like the subject of today's SNAFU. Ed and Rory discuss a modern Wall Street legend: the story of Ivan Boesky, a wall street trader who turned Arbitrage into front page headlines, until it all came crashing down.Subscribe to the SNAFU YouTube channel: www.youtube.com/@SNAFUPodBuy the SNAFU book: www.snafu-book.comSee omnystudio.com/listener for privacy information.

In this episode, I give a fiery keynote to thousands of real estate agents, delivering my "Jersey tough love" on the massive shifts happening in their industry. I lay out a non-negotiable, daily content strategy, explain the "P and H" framework for multi-platform dominance, and warn why the rise of AI makes years of experience "worth zero." I discuss the limited window for free attention arbitrage and why reputation—your personal brand—is the only thing that will matter in the coming decade. I challenge agents to stop being "romantic about yesterday" and start putting in the work today. You'll learn about:Why Attention is the Most Important AssetThe "P and H" Content Framework (Platforms and Handles)How to Create Content That is Selfless, Not SelfishWhy Posting Daily Content is Non-NegotiableThe Limited Window for Free Attention ArbitrageWhy Your Knowledge is Worth Zero in the Age of AIHow to Use YouTube Shorts to Win on Google's Gemini AI

In this episode, I speak to an audience of entrepreneurs about how technology is resetting the business landscape, from the rise of AI to the explosion of experiential events and alternative sports. I dive deep into the changing competitive landscape, where the convergence of social, blockchain, and AI is creating new battlegrounds for attention. I stress that building a personal or company brand is the single most important long-term strategy, and I share my belief that the individual person is about to build a billion-dollar corporation. I also answer questions about the future of live shopping, my hiring philosophy, and why I waited years to raise capital for VaynerMedia. You'll learn about:The Convergence of AI, Blockchain, and Social MediaWhy Attention is the #1 CurrencyThe Explosive Opportunity in Experiential Events and Alternative SportsWhy the Boom in Collectibles "Hasn't Even Begun"My Hiring Strategy: Focusing on Self-Confidence over InsecurityHow to Navigate Capital Issues and the Power of PatienceWhy the Blockchain is a Vital "Ledger of Proof"