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Lance Roberts & Danny Ratliff review the growth outlook for the AI sector, the power-cost assumptions built into datacenter models, the economic effects of the “One Big Beautiful Bill,” and the $125 billion in tariff revenue collected this year—along with what tariffs really contribute to inflation. Additional topics include how to read 2x–3x standard deviations using Bollinger Band concepts, which data streams matter most (and where to find them), the link between inflation and economic growth, and practical insights on silver, ETF buy-and-hold strategies, NUA planning, valuation challenges when stocks trade at 25x earnings, and the realities of the “dollar debasement” narrative. As always, we approach these discussions pragmatically: no magic bullets, and market cycles end when they end. Use the chapter markers below to jump to any topic. 0:00 - INTRO 0:18 - Fed Day Anticipation 4:28 - More Market Volatility Possible Following Fed Meeting 9:14 - Getting ready for Santa 10:02 - Has the Fed given up on their inflation mandate? 13:31 - What's the impact on Long bonds? 15:35 - What is the outlook for AI sector growth? 18:30 -Do Datacenter owners use models assuming power subsidization? 19:06 - What is the impact on the economy from the One Big Beautiful Bill? 22:45 - How much in tariffs have been collected this year? $125-B 25:23 - Explain 2x, 3x standard deviations from average (Bollinger Band articles) 28:43 - What data to watch (and where can you find it)? 31:15 - Inflation: true impact of tariffs? True sources of Inflation: No inflation, no economic growth 35:37 - Silver: Advisors' Kryptonite? (Don't forget to take profits.) 39:29 - Is buy-and-hold with ETF's a good passive investing policy? 43:56 - Does it worry you that the treasury refi uses all T-bills? 45:18 - Is Dollar Debasement real? No--it's a narrative. 46:09 - Using NUA Tax Strategies 46:55 - Buying stocks at 25x 48-48 - Treasury Yields supply & demand dynamics 49:44 - Buying stocks at multiples and valuations 51:10 - Measuring risk in portfolio (60/40 allocation) 53:33 - Our pragmatism 54:36 - No magic bullet - bubbles pop when they pop (Chart: running trend line) 58:05 - Coming Attractions Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Senior Investment Advisor, Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer ------- Watch Today's Full Video on our YouTube Channel: https://bit.ly/3KQlkIK ------- The latest installment of our new feature, Before the Bell, "Market Pause Before the Fed: Time to Trim Risk?," is here: https://youtu.be/watJ1Jqsf-4 ------- Articles Mentioned in Today's Show: "Bullish Case Or Bearish Backdrop" https://realinvestmentadvice.com/resources/blog/bullish-case-or-bearish-backdrop/ -------- REGISTER for our 2026 Economic Summit, "The Future of Digital Assets, Artificial Intelligence, and Investing:" https://www.eventbrite.com/e/2026-ria-economic-summit-tickets-1765951641899?aff=oddtdtcreator ------- Watch our previous show, "Dealing with Debt & Smart Money Moves" here: https://www.youtube.com/watch?https://www.youtube.com/watch?v=1iPM7ef0BKg&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- Get more info & commentary: https://realinvestm entadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #StockMarket #FedDecision #MarketVolatility #TechnicalAnalysis #BitcoinUpdate #MarketOutlook #BitcoinUpdate #FedMeeting #YearEndRally #InvestingQandA
Debt can reshape a family, fracture relationships, and derail financial goals — especially when fraud or addiction is involved. Lance Roberts & Jonathan Penn address the importance of protecting your credit and financial future, and share four “good enough” financial moves to simplify money management without sacrificing results...strategies to cut through the noise and help you stay on track with less time, less stress, and fewer decisions. 0:00 - INTRO Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Senior Investment Advisor, Jonathan Penn, CFP Produced by Brent Clanton, Executive Producer ------- Watch Today's Full Video on our YouTube Channel: ------- The latest installment of our new feature, Before the Bell, "12-9-25 Market Sloppiness Ahead of the Fed," is here: https://www.youtube.com/watch?v=CnOnz8np7ps&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Articles Mentioned in Today's Show: "Bullish Case Or Bearish Backdrop" https://realinvestmentadvice.com/resources/blog/bullish-case-or-bearish-backdrop/ -------- REGISTER for our 2026 Economic Summit, "The Future of Digital Assets, Artificial Intelligence, and Investing:" https://www.eventbrite.com/e/2026-ria-economic-summit-tickets-1765951641899?aff=oddtdtcreator ------- Watch our previous show, "Bullish Case or Bearish Backdrop? The Real Market Setup for 2026" here: https://www.youtube.com/watch?v=tBXSsrMLmSA&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- Get more info & commentary: https://realinvestm entadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #MarketUpdate #FedWeek #StockMarketToday #MarketVolatility #TechnicalAnalysis #DebtManagement #CreditFraud #MoneyMoves #FinancialPlanning #PersonalFinanceTips
Lance Roberts looks at both sides of the Market Cycle—the bullish liquidity-driven momentum and the bearish fundamental weaknesses. With support and resistance levels tightening around the S&P 500, and the Fed meeting, economic data, and major earnings directly ahead, investors must prepare for a market that could swing in either direction in 2026. 0:00 - INTRO 0:18 - Markets Set up for Santa Claus Rally 5:30 - Expect Sloppy Trading This Week 11:22 - Economic Summit, Elf on a Shelf, & Baylor Dating 14:42 - Market Outlook for 2026 16:36 - The Case for Bullishness 21:29: The Bullish Backdrop 24:13 - The Case for Bearishness 27:52 - Stress in Credit markets 28:36 - The Risk for Lower Returns 29:59 - Investing Strategies for 2026 35:06 - Cash Provides Optionality 38:16 - The Cost of Carrying Margin Debt 41:47 - Disposable Personal Income 44:38 - The Google Example & Margin Debt 46:10 - Margin Call call folly Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton, Executive Producer ------- Watch Today's Full Video on our YouTube Channel: https://www.youtube.com/watch?v=tBXSsrMLmSA&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- The latest installment of our new feature, Before the Bell, "Why Bitcoin Is Lagging the S&P," is here: https://www.youtube.com/watch?v=CnOnz8np7ps&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Articles Mentioned in Today's Show: "Bullish Case Or Bearish Backdrop" https://realinvestmentadvice.com/resources/blog/bullish-case-or-bearish-backdrop/ -------- REGISTER for our 2026 Economic Summit, "The Future of Digital Assets, Artificial Intelligence, and Investing:" https://www.eventbrite.com/e/2026-ria-economic-summit-tickets-1765951641899?aff=oddtdtcreator ------- Watch our previous show, "Roth Conversions, Money Rules & Financial Wellness: What Actually Works?" here: https://www.youtube.com/watch?v=PdFmXFB3sW4&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- Get more info & commentary: https://realinvestm entadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #BitcoinNews #SP500 #MarketUpdate #CryptoMarkets #PreMarket #MarketOutlook2026 #BullMarket #BearMarket #FederalReserve #StockMarketAnalysis
Is the era of Fed groupthink finally coming to an end? For over a decade, the Federal Reserve has operated under a powerful consensus framework—one where dissent has been rare and the Chair's view has dominated policy outcomes. But shifting politics, rising dissenting votes, and increasing disagreements among FOMC members may signal a new regime change at the Fed. Lance Roberts & Michael Lebowitz break down: 0:00 - INTRO 0:19 - ISM Report Shows Abnormality of Markets 4:45 - Markets Prep for Year End Rally 9:33 - 2026 Economic Summit Tease 10:32 - Will Kevin Hassett Be the Next Fed Chairman? 13:25 - Is Fed Groupthink Ending? 16:13 - How a Split Fed Vote Could Affect Markets 18:02 - How About a Pre-2000 Fed? 24:08 - "Reserve Management" is Code for QE0:35 - It's All About Liquidity 27:01 - Data Center Power Ramp-up 29:56 - E-mail: Tariff Decision Impact on Markets 33:11 - What is the Impact of Rate Changes on the US Dollar? 36:17 - Inflation Remains 37:04 - The Shifting Narratives - AI & Debt 39:08 - Narratives are Rationalizations for What's Happening 43:28 - Market Breadth is not Great Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Portfolio Manger, Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer ------- Watch Today's Full Video on our YouTube Channel: https://www.youtube.com/watch?v=jvNL-iyGgj0&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- Articles Mentioned in Today's Show: "Fed Regime Change: Groupthink May Be Ending" https://realinvestmentadvice.com/resources/blog/fed-regime-change-groupthink-may-be-ending/ -------- The latest installment of our new feature, Before the Bell, "Volatility May Precede Santa Claus Rally," is here: https://www.youtube.com/watch?v=CnOnz8np7ps&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- REGISTER for our 2026 Economic Summit, "The Future of Digital Assets, Artificial Intelligence, and Investing:" https://www.eventbrite.com/e/2026-ria-economic-summit-tickets-1765951641899?aff=oddtdtcreator ------- Watch our previous show, "Trump Accounts Explained: Who Qualifies for the Dell Deal?" here: https://www.youtube.com/watch?v=GdOXH7vQrt8&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- Get more info & commentary: https://realinvestm entadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #SantaClausRally #StockMarketToday #MarketVolatility #YearEndRally #TechnicalAnalysis #FederalReserve #FOMC #InterestRates #MonetaryPolicy #MarketLiquidity
Is the era of Fed groupthink finally coming to an end? For over a decade, the Federal Reserve has operated under a powerful consensus framework—one where dissent has been rare and the Chair's view has dominated policy outcomes. But shifting politics, rising dissenting votes, and increasing disagreements among FOMC members may signal a new regime change at the Fed. Lance Roberts & Michael Lebowitz break down: 0:00 - INTRO 0:19 - ISM Report Shows Abnormality of Markets 4:45 - Markets Prep for Year End Rally 9:33 - 2026 Economic Summit Tease 10:32 - Will Kevin Hassett Be the Next Fed Chairman? 13:25 - Is Fed Groupthink Ending? 16:13 - How a Split Fed Vote Could Affect Markets 18:02 - How About a Pre-2000 Fed? 24:08 - "Reserve Management" is Code for QE0:35 - It's All About Liquidity 27:01 - Data Center Power Ramp-up 29:56 - E-mail: Tariff Decision Impact on Markets 33:11 - What is the Impact of Rate Changes on the US Dollar? 36:17 - Inflation Remains 37:04 - The Shifting Narratives - AI & Debt 39:08 - Narratives are Rationalizations for What's Happening 43:28 - Market Breadth is not Great Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Portfolio Manger, Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer ------- Watch Today's Full Video on our YouTube Channel: https://www.youtube.com/watch?v=jvNL-iyGgj0&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- Articles Mentioned in Today's Show: "Fed Regime Change: Groupthink May Be Ending" https://realinvestmentadvice.com/resources/blog/fed-regime-change-groupthink-may-be-ending/ -------- The latest installment of our new feature, Before the Bell, "Volatility May Precede Santa Claus Rally," is here: https://www.youtube.com/watch?v=CnOnz8np7ps&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- REGISTER for our 2026 Economic Summit, "The Future of Digital Assets, Artificial Intelligence, and Investing:" https://www.eventbrite.com/e/2026-ria-economic-summit-tickets-1765951641899?aff=oddtdtcreator ------- Watch our previous show, "Trump Accounts Explained: Who Qualifies for the Dell Deal?" here: https://www.youtube.com/watch?v=GdOXH7vQrt8&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- Get more info & commentary: https://realinvestm entadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #SantaClausRally #StockMarketToday #MarketVolatility #YearEndRally #TechnicalAnalysis #FederalReserve #FOMC #InterestRates #MonetaryPolicy #MarketLiquidity
Welcome to our LIVE Q&A session! Lance Roberts is taking your questions directly from the YouTube live chat—covering markets, investing, retirement planning, inflation, interest rates, the Federal Reserve, portfolio strategy, risk management, and your personal finance questions. No scripts, no agenda—just real-time answers based on data, history, and risk-focused investing principles. 0:00 - INTRO 0:19 - Not Every December is Positive 5:03 - Momentum is Back 11:01 - Economic Summit tease 12:01 - Live Q&A: Is the 60-40 Rule still viable 19:34 - Debt to GDP Ratio - threat to US Dollar; purchasing power of the US Dollar 22:24 - The purchasing Power of the US Dollar vs Inflation (Chart Crime) 26:53 - Dollar performance since release of Chat GPT 28:05 - Biggest Mistake/Triumph 30:08 - Is the BitCoin 4-year Cycle still Alive? 33:36 - What's the best investment for beginning investor? 35:58 - What Roles should REIT's play over the next 5-years? 37:14 - Is there a trade for money rotation among the Mag-7 39:17 - Dated Maturity Bond ETF's? 40:47 - Yield Curve steepening, inversion or un-inversion 42:16 - What happens to AI if Cap-Ex doesn't show up? 42:33 - In what bucket does Gold belong? 43:27 - Small Cap outlook for 2026 45:18 - When will long-term bonds recover? 46:13 - Bull/Bear case for private real estate & Private equity/credit 50:09 - When is marriage a good investment ? Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton, Executive Producer ------- Watch Today's Full Video on our YouTube Channel: https://www.youtube.com/watch?v=GdOXH7vQrt8&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- The latest installment of our new feature, Before the Bell, "Markets Base Up as Bitcoin Builds a Bottom," is here: https://www.youtube.com/watch?v=lOg7kPGVEpM&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- REGISTER for our 2026 Economic Summit, "The Future of Digital Assets, Artificial Intelligence, and Investing:" https://www.eventbrite.com/e/2026-ria-economic-summit-tickets-1765951641899?aff=oddtdtcreator ------- Articles Mentioned in Today's Show: "Is Private Equity A Wolf In Sheep's Clothing?" https://realinvestmentadvice.com/resources/blog/is-private-equity-a-wolf-in-sheeps-clothing/ -------- Watch our previous show, "Bear Markets Are a Good Thing," here: https://www.youtube.com/watch?v=bdlhQgMthW4&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- Get more info & commentary: https://realinvestm entadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- #StockMarketNews #BitcoinAnalysis #PreMarketUpdate #TechnicalAnalysis #TradingStrategy #InvestingQandA #StockMarketLive #FinancialPlanning #MarketOutlook #RetirementPlanning
Welcome to our LIVE Q&A session! Lance Roberts is taking your questions directly from the YouTube live chat—covering markets, investing, retirement planning, inflation, interest rates, the Federal Reserve, portfolio strategy, risk management, and your personal finance questions. No scripts, no agenda—just real-time answers based on data, history, and risk-focused investing principles. We'll break down what's moving the markets, how to think about pullbacks, what the Fed may do next, how valuations affect future returns, and how to build financial plans that survive full market cycles. Whether you're a new investor or a seasoned pro, this LIVE Q&A is your chance to get expert insight—right now. 0:00 - INTRO 0:19 - Not Every December is Positive; Retail Sales, Black Friday, & Target snafu 5:03 - Momentum is Back 11:01 - Economic Summit tease 12:01 - Live Q&A: Is the 60-40 Rule still viable - the goal is reducing volatility (three legs of investing) 19:34 - Debt to GDP Ratio - threat to US Dollar; purchasing power of the US Dollar 22:24 - The purchasing Power of the US Dollar vs Inflation (Chart Crime) 26:53 - Dollar performance since release of Chat GPT 28:05 - Biggest Mistake/Triumph - luck in real estate; lost money in Oil & Gas 30:08 - Is the BitCoin 4-year Cycle still Alive? 33:36 - What's the best investment for beginning investor? 35:58 - What Roles should REIT's play over the next 5-years? 37:14 - Is there a trade for money rotation among the Mag-7 as investors try to pick winners? 39:17 - Dated Maturity Bond ETF's? 40:47 - Yield Curve steepening, inversion or un-inversion 42:16 - What happens to AI if Cap-Ex doesn't show up? (It already is) 42:33 - In what bucket does Gold belong? (risk) 43:27 - Small Cap outlook for 2026 45:18 - When will long-term bonds recover? (They are) 46:13 - Bull/Bear case for private real estate & Private equity/credit 50:09 - When is marriage a good investment (and when is it not)?
Most investors fear bear markets—but history shows they play a critical role in building future returns. In this episode, Lance Roberts explains why market declines are not only normal, but necessary for long-term financial success. We break down how bear markets reset valuations, reduce speculation, improve forward returns, and provide disciplined investors with better long-term outcomes. Instead of focusing on predictions, we focus on the importance of managing risk, controlling emotions, and understanding how full market cycles work. 0:00 - INTRO 0:19 - Manage Portfolios for Markets, not Narratives 3:33 - Should You Wait for Correction to Invest? 9:12 - 2026 Economic Summit 10:15 - Markets' Statistics for December 15:14 - Record Levels of Leverage & ETF's 16:54 - Volatility is Different from Bear Market 18:49 - Corrections & Bear Markets are a Good Thing 20:43 - Forest Firers & Recessions are a Good Thing 22:39 - The Fed's 3rd Mandate 25:45 - The Importance of Understanding Full Market Cycles 26:59 - Valuations Always Revert to the Mean 29:50 - Delaying Corrections, Recession Results in Worse Pain Later 32:46 - A 5% Correction is the Price of Admission 34:03 - Get Rid of Narratives 35:10 - The Difference Between Suffering and Surviving 37:16 - Resist Chasing markets 38:10 - Buying & Selling Drives Prices 39:36 - Remain Emotionally Balanced 41:40 - Importance of Monitoring Macro, Technical Signals 42:11 - Importance of an Investment Policy Statement 44:12 - Coming Attractions
Most investors fear bear markets—but history shows they play a critical role in building future returns. In this episode, Lance Roberts explains why market declines are not only normal, but necessary for long-term financial success. We break down how bear markets reset valuations, reduce speculation, improve forward returns, and provide disciplined investors with better long-term outcomes. Instead of focusing on predictions, we focus on the importance of managing risk, controlling emotions, and understanding how full market cycles work. 0:00 - INTRO 0:19 - Manage Portfolios for Markets, not Narratives 3:33 - Should You Wait for Correction to Invest? 9:12 - 2026 Economic Summit 10:15 - Markets' Statistics for December 15:14 - Record Levels of Leverage & ETF's 16:54 - Volatility is Different from Bear Market 18:49 - Corrections & Bear Markets are a Good Thing 20:43 - Forest Firers & Recessions are a Good Thing 22:39 - The Fed's 3rd Mandate 25:45 - The Importance of Understanding Full Market Cycles 26:59 - Valuations Always Revert to the Mean 29:50 - Delaying Corrections, Recession Results in Worse Pain Later 32:46 - A 5% Correction is the Price of Admission 34:03 - Get Rid of Narratives 35:10 - The Difference Between Suffering and Surviving 37:16 - Resist Chasing markets 38:10 - Buying & Selling Drives Prices 39:36 - Remain Emotionally Balanced 41:40 - Importance of Monitoring Macro, Technical Signals 42:11 - Importance of an Investment Policy Statement 44:12 - Coming Attractions
It's a cornucopia of content episode for this Friday following Thanksgiving, and Richard Rosso and Jonathan McCarty bemoan the demise of the U.S. Penny, the fallacy of risk tolerance questionnaires, Rich's Financial Fitness Garage and creating Retirement income; plus Rich's salutation for Thanksgiving. 0:00 - INTRO 0:44 - The Demise of the U.S. Penny 4:54 - Financial Risk Surveys - Rich & Jonathan's Scores 11:05 - Rich's Fitness Garage - Creating Retirement Income 24:41 - Happy Thanksgiving to You!
How does the Federal Reserve actually supply liquidity to the financial system? And why have markets become so dependent on the Fed since 2008? Lance Roberts & Michael Lebowitz break down the complete Fed liquidity toolkit—from QE and QT to the Standing Repo Facility, IORB, ON RRP, OMO, and the Discount Window—and explain why these tools create the “floor and ceiling” of overnight rates. 0:00 - INTRO 0:18 - Nvidia Kill It; Rate Cut Odds Decline 4:06 - Markets Under Pressure; Setting Up for Rally 10:29 - Markets' Post-Nvidia Relief Valve 15:53 - Oracle, CoreWeave, and CDS's Explained 18:24 - Is There Enough Credit to Fund AI Buildouts? 20:30 - Financial Markets are Like Consumers - they'll find the money 22:16 - Begging for ETF's - Be careful what you ask for 25:20 - Centralized Financial Markets are Swallowing BitCoin 28:24 - How the Fed Controls Liquidity 30:11 - Why is There Stress in the Liquidity Markets? 37:18 - The Linkage Between Liquidty & Function of Economy 39:04 - The Fed is Closer to QE Than Anyone Thinks 39:54 - Today's YouTube Poll 41:14 - What Will Markets Do Today?
How does the Federal Reserve actually supply liquidity to the financial system? And why have markets become so dependent on the Fed since 2008? Lance Roberts & Michael Lebowitz break down the complete Fed liquidity toolkit—from QE and QT to the Standing Repo Facility, IORB, ON RRP, OMO, and the Discount Window—and explain why these tools create the "floor and ceiling" of overnight rates. 0:00 - INTRO 0:18 - Nvidia Kill It; Rate Cut Odds Decline 4:06 - Markets Under Pressure; Setting Up for Rally 10:29 - Markets' Post-Nvidia Relief Valve 15:53 - Oracle, CoreWeave, and CDS's Explained 18:24 - Is There Enough Credit to Fund AI Buildouts? 20:30 - Financial Markets are Like Consumers - they'll find the money 22:16 - Begging for ETF's - Be careful what you ask for 25:20 - Centralized Financial Markets are Swallowing BitCoin 28:24 - How the Fed Controls Liquidity 30:11 - Why is There Stress in the Liquidity Markets? 37:18 - The Linkage Between Liquidty & Function of Economy 39:04 - The Fed is Closer to QE Than Anyone Thinks 39:54 - Today's YouTube Poll 41:14 - What Will Markets Do Today?
RIA Advisors' Financial Guardrails are timeless principles for building lasting wealth and protecting your financial future. Richard Rosso, CFP®, shares insights from decades of experience helping investors avoid common pitfalls and build financial wellness that lasts generations. From annuities and debt control to emotional investing and realistic return expectations, these guardrails are designed to keep you on track — no matter what markets do. 0:20 - Rules Can Save You in a Turbulent World 3:17 - Annuities Should Be Planned, not Sold 9:34 - A Home is a Liability, not an Asset 12:37 - Setting Good Financial Boundaries with Adult Children 15:25 - Debt Control & Savings Priorities 17:45 - Dealing with Student Loan Debt 19:33 - Personal Un-secured Debt - Credit Cards 22:03 - Good Health in Retirement 24:15 - Realistic Projections, Time Horizons, & Inflation Factors 27:33 - Be Vigilant of Confirmation Bias & Emotion 32:35 - Create a Household Wellness Evolution Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP Produced by Brent Clanton, Executive Producer ------- Watch Today's Full Video on our YouTube Channel: https://www.youtube.com/watch?v=MM5vwaXJyls&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=8s ------- Articles Mentioned in Today's Show: "The RIA Financial Guardrails" https://realinvestmentadvice.com/ria-e-guide-library/ -------- The latest installment of our new feature, Before the Bell, "Buy-the-Dip Isn't Dead Yet" is here: https://www.youtube.com/watch?v=UU_zCk3hYhs&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our Previous Show, "Nvidia's Money Loop: Smart Move or Red Flag?," is here: https://www.youtube.com/watch?v=PBMx8sckBhk&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=5s ------- Get more info & commentary: https://realinvestm entadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #FinancialPlanning #WealthManagement #InvestingTips #RetirementPlanning #MoneyMindset
RIA Advisors' Financial Guardrails are timeless principles for building lasting wealth and protecting your financial future. Richard Rosso, CFP®, shares insights from decades of experience helping investors avoid common pitfalls and build financial wellness that lasts generations. From annuities and debt control to emotional investing and realistic return expectations, these guardrails are designed to keep you on track — no matter what markets do. 0:20 - Rules Can Save You in a Turbulent World 3:17 - Annuities Should Be Planned, not Sold 9:34 - A Home is a Liability, not an Asset 12:37 - Setting Good Financial Boundaries with Adult Children 15:25 - Debt Control & Savings Priorities 17:45 - Dealing with Student Loan Debt 19:33 - Personal Un-secured Debt - Credit Cards 22:03 - Good Health in Retirement 24:15 - Realistic Projections, Time Horizons, & Inflation Factors 27:33 - Be Vigilant of Confirmation Bias & Emotion 32:35 - Create a Household Wellness Evolution Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP Produced by Brent Clanton, Executive Producer ------- Watch Today's Full Video on our YouTube Channel: https://www.youtube.com/watch?v=MM5vwaXJyls&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=8s ------- Articles Mentioned in Today's Show: "The RIA Financial Guardrails" https://realinvestmentadvice.com/ria-e-guide-library/ -------- The latest installment of our new feature, Before the Bell, "Buy-the-Dip Isn't Dead Yet" is here: https://www.youtube.com/watch?v=UU_zCk3hYhs&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our Previous Show, "Nvidia's Money Loop: Smart Move or Red Flag?," is here: https://www.youtube.com/watch?v=PBMx8sckBhk&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=5s ------- Get more info & commentary: https://realinvestm entadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #FinancialPlanning #WealthManagement #InvestingTips #RetirementPlanning #MoneyMindset
Nvidia just took a $1 billion stake in Nokia—and Nokia plans to spend that money buying Nvidia's own AI chips. It's not the first time. Nvidia's done similar deals with OpenAI, CoreWeave, and xAI, fueling record demand for its GPUs. But is this smart strategy—or circular financing? Some call it vendor financing, others say it's round-tripping—a tactic that helped inflate the dot-com bubble two decades ago. Lance Roberts & Michael Lebowitz unpack how the AI industry may be funding itself, why that's raising eyebrows, and what investors should watch for as the hype builds. 0:19 - Are Tariffs a Tax? 4:03 - Buy-the-Dip'er's Continue their March 8:40 - Michael's Fed re-cap - Stealth QE? 14:08 - Where is All the Liquidity Going? 17:45 - What Will Trigger QE? 19:16 - The Fed's QE Trap 21:13 - Stress in the REPO Market 24:15 - Market Froth & Valuations - the Mag-7 28:57 - Where the Debt is Piling Up in Anticipation of AI Build 33:32 - Nvidia's Infinite Money Loop 37:32 - What If Projections & Expectations Are Not Realized? 42:55 - Looking at CAPE (as Nvidia is 8% of Market) Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Portfolio Manger, Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer ------- Watch Today's Full Video on our YouTube Channel: https://www.youtube.com/watch?v=PBMx8sckBhk&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=5s ------- Articles Mentioned in Today's Show: "Nvidia Deals: Round Tripping Or Vendor Financing?" https://realinvestmentadvice.com/resources/blog/nvidia-deals-round-tripping-or-vendor-financing/ -------- The latest installment of our new feature, Before the Bell, "Buy-the-Dip Isn't Dead Yet" is here: https://www.youtube.com/watch?v=UU_zCk3hYhs&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our Previous Show, "6 Moves You Should Make Now Before RMDs Start," is here: https://www.youtube.com/watch?v=G0B99SnHJ4U&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=24s ------- Get more info & commentary: https://realinvestm entadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #BuyTheDip #SP500 #MarketBreadth #Investing #PremarketUpdate #Nvidia #ArtificialIntelligence #StockMarket #TechInvesting #FinancialEngineering
Nvidia just took a $1 billion stake in Nokia—and Nokia plans to spend that money buying Nvidia's own AI chips. It's not the first time. Nvidia's done similar deals with OpenAI, CoreWeave, and xAI, fueling record demand for its GPUs. But is this smart strategy—or circular financing? Some call it vendor financing, others say it's round-tripping—a tactic that helped inflate the dot-com bubble two decades ago. Lance Roberts & Michael Lebowitz unpack how the AI industry may be funding itself, why that's raising eyebrows, and what investors should watch for as the hype builds. 0:19 - Are Tariffs a Tax? 4:03 - Buy-the-Dip'er's Continue their March 8:40 - Michael's Fed re-cap - Stealth QE? 14:08 - Where is All the Liquidity Going? 17:45 - What Will Trigger QE? 19:16 - The Fed's QE Trap 21:13 - Stress in the REPO Market 24:15 - Market Froth & Valuations - the Mag-7 28:57 - Where the Debt is Piling Up in Anticipation of AI Build 33:32 - Nvidia's Infinite Money Loop 37:32 - What If Projections & Expectations Are Not Realized? 42:55 - Looking at CAPE (as Nvidia is 8% of Market) Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Portfolio Manger, Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer ------- Watch Today's Full Video on our YouTube Channel: https://www.youtube.com/watch?v=PBMx8sckBhk&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=5s ------- Articles Mentioned in Today's Show: "Nvidia Deals: Round Tripping Or Vendor Financing?" https://realinvestmentadvice.com/resources/blog/nvidia-deals-round-tripping-or-vendor-financing/ -------- The latest installment of our new feature, Before the Bell, "Buy-the-Dip Isn't Dead Yet" is here: https://www.youtube.com/watch?v=UU_zCk3hYhs&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our Previous Show, "6 Moves You Should Make Now Before RMDs Start," is here: https://www.youtube.com/watch?v=G0B99SnHJ4U&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=24s ------- Get more info & commentary: https://realinvestm entadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #BuyTheDip #SP500 #MarketBreadth #Investing #PremarketUpdate #Nvidia #ArtificialIntelligence #StockMarket #TechInvesting #FinancialEngineering
In this episode, we explore how today's investors are adapting to volatility, inflation, and complexity across markets. Lance Roberts & Jon Penn explore Structured Notes: These complex instruments promise tailored returns, but they come with tax pitfalls and credit risks investors must understand before buying. We'll break down how structured notes work—and why they may belong inside an IRA rather than a taxable account. The Return of Adjustable-Rate Mortgages (ARMs): Homebuyers are betting that interest rates have peaked—opting for lower initial payments despite future risks. Are ARMs smart financial strategy or a sign of desperation in a high-cost housing market? 0:19 - Palantir : No Rewards for "Good" Results 5:19 - Does the Next Correction Start Today? 10:46 - Christmas Tree Forest & The Hobby Lobby Date 12:31 - Structured Notes Explained 15:39 - Why Am I So Lucky? 16:58 - Debt Obligation & Phantom Taxes 20:09 - What is the Risk - What Can Go Wrong? 23:54 - The Problem with Chasing Returns 27:05 - Know What You Own 29:12 - A word About Options & Puts 31:41 - Adjustable Rate Mortgages - The Worst Thing Ever Invented 36:36 - Don't Become Imprisoned by Your Home Mortgage 38:41 - What a "Starter Home" Should Cost 40:49 - Always Plan for What Could Go Wrong Whether you're a Gen Z investor, a first-time homebuyer, or a seasoned investor exploring structured products, this discussion will help you understand how financial behavior evolves when markets, rates, and risk collide.
In this episode, we explore how today's investors are adapting to volatility, inflation, and complexity across markets. Lance Roberts & Jon Penn explore Structured Notes: These complex instruments promise tailored returns, but they come with tax pitfalls and credit risks investors must understand before buying. We'll break down how structured notes work—and why they may belong inside an IRA rather than a taxable account. The Return of Adjustable-Rate Mortgages (ARMs): Homebuyers are betting that interest rates have peaked—opting for lower initial payments despite future risks. Are ARMs smart financial strategy or a sign of desperation in a high-cost housing market? 0:19 - Palantir : No Rewards for "Good" Results 5:19 - Does the Next Correction Start Today? 10:46 - Christmas Tree Forest & The Hobby Lobby Date 12:31 - Structured Notes Explained 15:39 - Why Am I So Lucky? 16:58 - Debt Obligation & Phantom Taxes 20:09 - What is the Risk - What Can Go Wrong? 23:54 - The Problem with Chasing Returns 27:05 - Know What You Own 29:12 - A word About Options & Puts 31:41 - Adjustable Rate Mortgages - The Worst Thing Ever Invented 36:36 - Don't Become Imprisoned by Your Home Mortgage 38:41 - What a "Starter Home" Should Cost 40:49 - Always Plan for What Could Go Wrong Whether you're a Gen Z investor, a first-time homebuyer, or a seasoned investor exploring structured products, this discussion will help you understand how financial behavior evolves when markets, rates, and risk collide.
Are today's investors psychologically conditioned to buy every market dip—no matter the risk? Lance Roberts explores the “Investor Dilemma” through the lens of Pavlov's classical conditioning, revealing how years of Fed interventions, liquidity injections, and momentum rallies have trained investors to respond to volatility like Pavlov's dogs to a bell...and three Gold Myths you don't want to mith...er, miss. 0:20 - 1st Trading Day of November (w No Gov't Data) 4:06 - Markets' Long Stretch of Gains - Pullback Coming? 8:50 - Markets' Buy the Rumor - Sell the News to Fed Action 11:53 - Two Myths About the Federal Reserve 15:31 - Why the Fed Likely Ended QT 19:29 - The Investors' Dilemma 22:33 - The Definition of Moral Hazard 24:52 - The Change in Liquidity Index 27:36 - If there's No Risk, Why NOT Overpay for Stocks? 32:30 - Fundamentals Still Matter 35:37 - 10% Correction from Current Levels is a Possibility 38:00 - The Buying Part is Easy... 39:46 - The Three Myths About Gold 39:46 - The Three Myths About Gold
Are today's investors psychologically conditioned to buy every market dip—no matter the risk? Lance Roberts explores the "Investor Dilemma" through the lens of Pavlov's classical conditioning, revealing how years of Fed interventions, liquidity injections, and momentum rallies have trained investors to respond to volatility like Pavlov's dogs to a bell...and three Gold Myths you don't want to mith...er, miss. 0:20 - 1st Trading Day of November (w No Gov't Data) 4:06 - Markets' Long Stretch of Gains - Pullback Coming? 8:50 - Markets' Buy the Rumor - Sell the News to Fed Action 11:53 - Two Myths About the Federal Reserve 15:31 - Why the Fed Likely Ended QT 19:29 - The Investors' Dilemma 22:33 - The Definition of Moral Hazard 24:52 - The Change in Liquidity Index 27:36 - If there's No Risk, Why NOT Overpay for Stocks? 32:30 - Fundamentals Still Matter 35:37 - 10% Correction from Current Levels is a Possibility 38:00 - The Buying Part is Easy... 39:46 - The Three Myths About Gold 39:46 - The Three Myths About Gold
Why has Bitcoin captured the attention of investors and innovators alike? Lance Roberts & Vinay Gupta break down what makes Bitcoin unique — from its blockchain backbone to its role as currency, commodity, and speculative asset. We'll explore how to think about Bitcoin in a diversified portfolio, what risks investors need to understand, and why blockchain may reshape how business is done in the future.
Taking profits sounds easy—until you try it with a smaller account. Lance Roberts & Jonathan Penn answer listeners' question about managing portfolios spread across myriad stocks, with allocations similar to the S&P 500. When positions are small, trimming into strength or reinvesting during market highs can feel nearly impossible. 0:19 - Profit Taking, Earnings, & FOMC Meeting Previews 4:48 - Market Bullishness Confirmed 10:05 - Managing Risk in Volatile Markets 13:55 - There's no Perfect Time 15:31 - Profit Taking in a C-fund 401k 21:05 - Taking Profits in Small Portfolios 23:11 - The Wisdom of Position Sizing 29:45 - What About Weighting in ETF's - There's no holy grail 34:36 - Documenting Allocation Models 39:01 - What Allocation Model is Best for You? 45:22 - The Three-legged Stool of Portfolio Returns 48:41 - Make Sure Portfolio Assets are not Correlated Together
Taking profits sounds easy—until you try it with a smaller account. Lance Roberts & Jonathan Penn answer listeners' question about managing portfolios spread across myriad stocks, with allocations similar to the S&P 500. When positions are small, trimming into strength or reinvesting during market highs can feel nearly impossible. 0:19 - Profit Taking, Earnings, & FOMC Meeting Previews 4:48 - Market Bullishness Confirmed 10:05 - Managing Risk in Volatile Markets 13:55 - There's no Perfect Time 15:31 - Profit Taking in a C-fund 401k 21:05 - Taking Profits in Small Portfolios 23:11 - The Wisdom of Position Sizing 29:45 - What About Weighting in ETF's - There's no holy grail 34:36 - Documenting Allocation Models 39:01 - What Allocation Model is Best for You? 45:22 - The Three-legged Stool of Portfolio Returns 48:41 - Make Sure Portfolio Assets are not Correlated Together
We're living through one of the most dangerous eras in history — not because of war or politics alone, but because of the extraordinary convergence of economic, financial, and geopolitical risks. In this episode, we break down: How record global debt, AI-driven speculation, and geopolitical instability are colliding. Why the current market optimism masks systemic fragility. What investors can learn from past cycles — from 1929 to 2008 — to prepare for the next regime shift. The role of central banks, fiscal excess, and policy distortions that have created a fragile illusion of stability. 0:18 - EOM Approaches, Rare Earth, & the China Deal 4:28 - Markets Set New Highs 8:57 - Lance's Grandkid Solution 10:28 - The Dumbest Stock Market in History 12:53 - Why Are Markets trading at 200% Above GDP? 16:26 - Unforeseen Consequences of Passive Investing 21:54 - More ETF's than Mutual Funds 26:47 - Passive Indexing Underwrites the Markets 31:13 - The Causality of Liquidity 34:21 - Bubbles Don't Form, the Evolve 37:25 - Be Aware of the Risks You're Taking 45:14 - Cash Levels and Margin Debt
We're living through one of the most dangerous eras in history — not because of war or politics alone, but because of the extraordinary convergence of economic, financial, and geopolitical risks. In this episode, we break down: How record global debt, AI-driven speculation, and geopolitical instability are colliding. Why the current market optimism masks systemic fragility. What investors can learn from past cycles — from 1929 to 2008 — to prepare for the next regime shift. The role of central banks, fiscal excess, and policy distortions that have created a fragile illusion of stability. 0:18 - EOM Approaches, Rare Earth, & the China Deal 4:28 - Markets Set New Highs 8:57 - Lance's Grandkid Solution 10:28 - The Dumbest Stock Market in History 12:53 - Why Are Markets trading at 200% Above GDP? 16:26 - Unforeseen Consequences of Passive Investing 21:54 - More ETF's than Mutual Funds 26:47 - Passive Indexing Underwrites the Markets 31:13 - The Causality of Liquidity 34:21 - Bubbles Don't Form, the Evolve 37:25 - Be Aware of the Risks You're Taking 45:14 - Cash Levels and Margin Debt
For the second year in a row, Rabbis for Ceasefire held a Yizkor service on the streets of Brooklyn, using the traditional Yom Kippur memorial service as a means to mourn the dead in Gaza, to atone for American and Jewish communal participation in the genocide, and to refuse further complicity. After the Yizkor service—attended by 1,500 people and watched online by ten times that number—rabbis and others blocked the Brooklyn Bridge while performing the Ne'ilah service that closes the holy day; dozens were arrested. In this episode, Jewish Currents editor-in-chief Arielle Angel speaks with Rabbis for Ceasefire organizers Alissa Wise and Elliot Kukla about their experience planning and carrying out this ritual action, and what it revealed about the nature of the tradition itself. They also discuss the power of collective grief, and the difference and interrelation between Palestine solidarity work and the work of building a Judaism beyond Zionism. This episode is dedicated to the memory of Rabbi Arthur Waskow. Thanks to Jesse Brenneman for producing and to Nathan Salsburg for the use of his song “VIII (All That Were Calculated Have Passed).”Articles Mentioned and Further ReadingRabbis for Ceasefire Yizkor service on Instagram“Jewish activist and leader Rabbi Arthur Waskow dies at 92,” Deena Prichep, NPR“‘Chronic traumatic stress disorder': the Palestinian psychiatrist challenging western definitions of trauma,” Bethan McKernan, The Guardian“Can the Palestinian Mourn?,” Abdeljawad Omar, Rusted Radishes“‘They Destroyed What Was Inside Us': Children with Disabilities Amid Israel's Attacks on Gaza,” Human Rights Watch Report“The Right to Grieve,” Erik Baker, Jewish Currents“Synagogue Struggles,” On the Nose“We Need New Jewish institutions,” Arielle Angel, Jewish CurrentsTranscript forthcoming.
In this episode of Agent Boost, host Mike Hardle discusses taking a much-needed mental health break, the current state of ACA subsidies, and the impact of the government shutdown on the healthcare industry. Joined by EVP Jeff Gaston, they provide insights into the Medicare Annual Enrollment Period (AEP), the performance of major carriers like Humana and Aetna, and the market dynamics affecting smaller regional carriers. They also delve into the implications of healthcare subsidies, potential outcomes if subsidies aren't renewed, and the broader effects on healthcare affordability. Tune in for a deep dive into the industry's present challenges and opportunities, especially in the Medicare and ACA spaces.Articles Mentioned:https://paragoninstitute.org/private-health/ghostbusting-aca-fraud-millions-who-dont-use-their-health-insurance-expose-abuse-in-the-program/ https://www.cms.gov/newsroom/press-releases/cms-finds-28-million-americans-potentially-enrolled-two-or-more-medicaid/aca-exchange-plans
Last week, President Donald Trump announced that Israel and Hamas had reached a ceasefire deal. A series of momentous events followed the announcement: First, Israel halted its military assault on Gaza—widely considered by international legal experts to be a genocide. Then, 20 Israeli captives who had been held by Hamas for two years were returned to Israel, while Israeli authorities released around 2,000 Palestinians from prison, 1,700 of whom had been detained without charge or trial. The events led Trump to declare that the “war is over.” But Israeli troops are still stationed deep in Gaza, controlling over half of the enclave, and many questions remain about the future of Gaza.In this episode, senior reporter Alex Kane talks to Middle East experts Khaled Elgindy and Daniel Levy about the ceasefire. They discuss why Trump forced Israeli Prime Minister Benjamin Netanyahu to agree to the ceasefire, why former President Biden failed to stop Israel's bombardment, whether Hamas will disarm, and how the deal impacts efforts to hold Israeli officials accountable for genocide.Thanks to Jesse Brenneman for producing and to Nathan Salsburg for the use of his song “VIII (All That Were Calculated Have Passed).”Articles Mentioned and Further Reading“How Fury Over Israel's Qatar Attack Pushed Netanyahu on Gaza,” Mark Mazzetti, Adam Rasgon, Katie Rogers and Luke Broadwater, The New York Times“Read Trump's 20-point proposal to end the war in Gaza,” Associated Press“Why Hamas Agreed to Release the Hostages,” Isaac Chotiner, The New Yorker“Arab Mediators Believe Hamas Could Be Open to Partially Disarming,” Adam Rasgon and Ronen Bergman, The New York Times
As media figures reacted to the assassination of right-wing commentator Charlie Kirk last month, a movement to purge those critical of President Trump and his MAGA movement found success. The most prominent censorship case came when ABC, bowing to pressure from the head of the Federal Communications Commission, pulled late-night host Jimmy Kimmel off the air for his anti-MAGA remarks during his opening monologue. This clampdown on speech critical of Trump comes amid a broader attempt to reshape mainstream media in the right's image. In this episode, senior reporter Alex Kane discusses the media's right-wing turn with Karen Attiah—a journalist fired by the Washington Post for her comments following Kirk's assassination—and Mehdi Hasan, a former MSNBC host and founder of independent news outlet Zeteo. They spoke about whether Kimmel's removal signifies full-blown autocracy, the takeover of TikTok by pro-Trump and pro-Netanyahu billionaires, and the role of independent media in this moment. Articles Mentioned and Further Reading“The Washington Post Fired Me — But My Voice Will Not Be Silenced,” Karen Attiah, The Golden Hour Substack“Matthew Dowd's firing begins flood of people facing consequences for their comments on Kirk's death,” David Bauder and Ali Swenson, The Associated Press“Disney reportedly lost 1.7 million subscribers during Kimmel's suspension,” Amanda Yeo, Mashable“The Billionaire Trump Supporter Who Will Soon Own the News,” William Cohan, The New York Times“CBS Taps Conservative Policy Veteran for New Ombudsman Role,” Benjamin Mullin and Michael Grynbaum, The New York Times“Israel wins TikTok,” Kelley Beaucar Vlahos, Responsible StatecraftNet Delusion: The Dark Side of Internet Freedom, Evgeny Morozov“Jared Kushner's firm and the Saudis are taking video game maker EA private in a massive deal,” Jordan Valinsky, CNN
Charlie Kirk, influential right-wing commentator and founder of Turning Point USA, was assassinated on September 10th. Since then, he has been made into a martyr on the right, and the Trump administration has vowed to crack down on the left, despite details about the shooter's motivation remaining hazy. Among liberals, there has been a baffling rush to hold Kirk up as a paragon of democracy—despite his participation in the attempt to overthrow the 2020 election—and to demonstrate their own grief at his death. In this episode, editor-in-chief Arielle Angel, contributing editor David Klion, assistant editor Maya Rosen, and contributor Ben Lorber, a researcher of antisemitism and white nationalism, discuss reactions to Kirk's assassination across the political landscape, the mostly imagined specter of left violence versus the reality, the meaning of Kirk's deification in Israel, and the ways reactions to his death have become a proxy for conversations about the genocide in Gaza. Thanks to Jesse Brenneman for producing and to Nathan Salsburg for the use of his song “VIII (All That Were Calculated Have Passed).”Articles Mentioned and Further Reading“Charlie Kirk Was Practicing Politics the Right Way,” Ezra Klein, The New York Times“How to mourn in our polarized age,” Rachel Cohen Booth, Vox“Charlie Kirk's Murder Is a Tragedy and a Disaster,” Ben Burgis and Meagan Day, Jacobin“JD Vance threatens crackdown on ‘far-left' groups after Charlie Kirk shooting,” Rachel Leingang, The GuardianSarah Schulman on the sublimation of the Palestinian genocide into mourning for Charlie Kirk on X“Light Among the Nations,” Suzanne Schneider, Jewish Currents“The Group Forging a ‘Judeo-Christian' Zionism for the New MAGA Age,” Ben Lorber, Jewish Currents“A Jewish clothing brand is making Charlie Kirk yarmulkes,” PJ Grisar, The Forward“In Israel, public tributes to Charlie Kirk include a street naming, a mural and a missile in Gaza,” Grace Gilson, JTA“The Measure of the World,” Claire Schwartz, Jewish Currents“Since the Hamas attack, Israelis have begun arming themselves the American way,” Jonathan M. Metzel, The Los Angeles TimesTranscript forthcoming.
As Season 1 of Book Lounge by Libby comes to a close, we're getting you ready to celebrate Hispanic Heritage Month with thoughtful conversations featuring Ann Dávila Cardinal, Isabel Cañas, Cleyvis Natera, Isabel Ibañez, and Tamara Yajía.
It's summer, and most camera manufacturers are holding back their new releases until fall, when the trade show season kicks off again. But that gives us the perfect opportunity to dive into the results of our recent community poll, where we asked if job opportunities in the industry are shrinking—and why that might be the case. Tune in for the discussion, insights, and of course, the latest gear updates! Chapters & Articles Mentioned in This Episode: (00:00) - Intro and topics (04:32) - Poll: Are Film & TV Industry Job Opportunities Shrinking in 2025? https://www.cined.com/poll-are-film-tv-industry-job-opportunities-shrinking-in-2025/ (15:00) - Antigravity A1 8K 360 Drone Unveiled https://www.cined.com/antigravity-a1-8k-360-drone-unveiled/ (23:26) - SIGMA 200mm F2 DG OS Sport Full-Frame Lens Announced https://www.cined.com/sigma-200mm-f2-dg-os-sport-full-frame-lens-announced/ (25:52) - SIGMA 12mm F1.4 DC Contemporary APS-C Lens Announced https://www.cined.com/sigma-12mm-f1-4-dc-contemporary-aps-c-lens-announced/ (27:59) - Mavis Camera App Now Supports Atomos Ninja Phone for iPhone-based Workflows https://www.cined.com/mavis-camera-app-now-supports-atomos-ninja-phone-for-iphone-based-workflows/ (32:59) - Eddie AI Expands Support to 30 Languages https://www.cined.com/eddie-ai-expands-support-to-30-languages/ (34:47) - Accsoon CineView M7 and M7 Pro Monitors Upgraded for Camera Control for Sony and Canon Mirrorless Cameras https://www.cined.com/accsoon-cineview-m7-and-m7-pro-monitors-upgraded-for-camera-control-for-sony-and-canon-mirrorless-cameras/ (39:13) - Sony FX2 Available Now at B&H – Love, Hate, and a $100 Cash-Back Special Offer https://www.cined.com/sony-fx2-available-now-at-bh-love-hate-and-a-100-cash-back-special-offer/ (48:00) - MRMC Cinebot Nano Launched: Portable Motion Control Robot for Less https://www.cined.com/mrmc-cinebot-nano-launched-portable-motion-control-robot-for-less/ (52:00) - MAVEN Filters WAVE 3 – Now on Kickstarter https://www.cined.com/maven-filters-wave-3-now-on-kickstarter/ (54:09) - Zoom H6studio Portable Audio Recorder with Expanded Inputs and 32-bit Float Introduced https://www.cined.com/zoom-h6studio-portable-audio-recorder-with-expanded-inputs-and-32-bit-float-introduced/ (57:45) - LVX SUÁREZ Cinema Lens Collection Announced with Philanthropic Mission https://www.cined.com/lvx-suarez-cinema-lens-collection-announced-with-philanthropic-mission/ (01:02:12) - New Insights on Sony's Camera System for F1: The Movie in FDTimes Interview https://www.cined.com/new-insights-on-sonys-camera-system-for-f1-the-movie-in-fdtimes-interview/ (01:06:57) - FUJIFILM Raises U.S. Camera Prices Again – Effective August 30th https://www.cined.com/fujifilm-raises-u-s-camera-prices-again-effective-august-30th/ (01:10:22) - Eurocine Moves from Munich to Budapest for 2026 https://www.cined.com/eurocine-moves-from-munich-to-budapest-for-2026/ (01:15:34) - A Tilt-Shift Look – Whimsical Lens Control over Perspective and Focus https://www.cined.com/a-tilt-shift-look-whimsical-lens-control-over-perspective-and-focus/ We hope you enjoyed this episode! You have feedback, comments, or suggestions? Write us at podcast@cined.com
On this week's episode of Shop Talk, Jeremy, Jeff, and Will break down what's moving in the markets, from housing and REITs to oil and debt. They dive into why banks are racing to build new branches, Taylor Sheridan's massive studio project in Fort Worth, and finish with a full preview of the Big 12 football season.Articles Mentioned:https://therealdeal.com/texas/fort-worth/2025/08/13/taylor-sheridan-ross-perot-jr-tap-texas-film-incentives/https://product.costar.com/home/news/1858422611?tag=18
Romantasy is everywhere right now — and we're diving deep into the magic, monsters, and swoon-worthy romance fueling its meteoric rise. In this episode of Book Lounge by Libby, Joe sits down with three of the biggest names in the genre — Jennifer L. Armentrout, Olivia Rose Darling, and Katee Robert — to talk about how romantasy took over bookshelves, why it resonates with readers, and where it's headed next. Then Meara shares romantasy recommendations to load up your TBR. Plus, in a Libby Life exclusive, our guests play a rapid-fire round of Romantasy Trope: Love It or Hate It — with some delightfully unexpected answers. Want to watch the show? Check out the Libby App YouTube channel. Articles Mentioned in the Intro & Episode: https://www.writersdigest.com/write-better-fiction/what-is-romantasy-anyway Guest Host Recommendations: Meara Metal Slinger - Rachel Schneider Lore of the Wilds - Analeigh Sbrana Sorcery of Thorns - Margaret Rogerson Bring Me Your Midnight - Rachel Griffin Devils Like Us - L.T. Thompson Joe Cosmic Love at the Multiverse Hair Salon – Ann Mare Captive Prince – CS Pascat Follow the Guests & Guest Hosts: Segment 1: Jennifer L. Armentrout - Website Olivia Rose Darling - Website Katee Robert - Website Segment 2: Meara - Links Time Stamps: 00:00:00 Title 00:00:16 Intro 00:06:12 Segment 1 – Jennifer L. Armentrout, Olivia Rose Darling & Katee Robert 01:14:47 BREAK – Libby Tip: Early Return Reward! 01:18:04 Segment 2 – Romantasy Recs with Meara 01:49:01 Outro Readers can sample and borrow the titles mentioned in today's episode in Libby. Library friends can add these titles to their digital collections for free in OverDrive Marketplace and Kanopy. Check out our Cumulative List for the whole season, or this list for today's episode! Looking for more bookish content? Check out the Libby Life Blog! We hope you enjoy this episode of Book Lounge by Libby. Be sure to rate, review and subscribe on Apple Podcasts, Spotify, or wherever you listen! You can watch the video version of our show on the Libby App YouTube channel. Keep up with us on social media by following the Libby App on Instagram! Want to reach out? Send an email to bookloungebylibby@overdrive.com. Want some cool bookish swag? Check out our merch store at: http://plotthreadsshop.com/booklounge Learn more about your ad choices. Visit megaphone.fm/adchoices
This episode starts with some fresh Monitor updates from ASUS and followed from the potential upcoming ban for DJI drones in the US as well as some troubling news from Kodak, alongside ARRI's rumored plans to sell their business. We also discuss our new poll, in which we ask whether you think this year has more or less job opportunities than before. Enjoy the conversation and join in! Chapters & Articles Mentioned in This Episode: (00:00) – Introduction (01:35) - ASUS ProArt PA32UCDM Monitor Review and Lab Test – Remarkable, Color-Accurate OLED Monitor for a Decent Price https://www.cined.com/asus-proart-pa32ucdm-monitor-review-amp-lab-test-a-remarkable-colour-accurate-oled-monitor-for-a-decent-price/ (13:35) - ASUS ProArt Display PA16USV Introduced – A Compact 4K Monitor Tailored for On-Set Professionals https://www.cined.com/asus-proart-display-pa16usv-introduced-a-compact-4k-monitor-tailored-for-on-set-professionals/ (17:32) - US DJI Drone Ban Looms, What Filmmakers Need to Know – A Deep Dive https://www.cined.com/us-dji-drone-ban-looms-what-filmmakers-need-to-know-a-deep-dive/ (28:36) - Kodak Faces the Fade-Out – Is This the Final Call? And ARRI is rumored to think about a sale - what does that mean? https://www.cined.com/kodak-faces-the-fade-out-is-this-the-final-call/ (41:34) - Poll: Are Film & TV Industry Job Opportunities Shrinking in 2025? https://www.cined.com/poll-are-film-tv-industry-job-opportunities-shrinking-in-2025/ (46:34) - CineD Best-of-Show Award at IBC 2025 – Submissions Now Open for Manufacturers https://www.cined.com/cined-best-of-show-award-at-ibc-2025-submissions-now-open-for-manufacturers/ (48:34) - DaVinci Resolve 20.1 Studio Update Adds Apple Vision Pro Workflow Support to macOS Version https://www.cined.com/davinci-resolve-20-1-studio-update-adds-apple-vision-pro-workflow-support-to-macos-version/ (52:18) - Prism Lens FX Launches New Phantom and Spectre Handheld Filters for In-Camera Effects https://www.cined.com/prism-lens-fx-launches-new-phantom-and-spectre-handheld-filters-for-in-camera-effects/ (54:57) - Tamron 18-300mm F/3.5-6.3 Coming to Nikon Z and Canon RF Mounts https://www.cined.com/tamron-18-300mm-f-3-5-6-3-coming-to-nikon-z-and-canon-rf-mounts/ (58:32) - Pelican TRVL Suitcases Review – Perfect for Traveling Filmmakers https://www.cined.com/pelican-trvl-suitcases-review-perfect-for-traveling-filmmakers/ (01:04:28) - LumaFusion 5.3 Opens Doors to Third-Party Plugins with New Architecture and CoreMelt Partnership https://www.cined.com/lumafusion-5-3-opens-doors-to-third-party-plugins-with-new-architecture-and-coremelt-partnership/ We hope you enjoyed this episode! You have feedback, comments, or suggestions? Write us at podcast@cined.com
This week on The Industrialist: Shop Talk, Jeremy, Jeff, and Will cover everything from industrial leasing headaches to college football season previews. The guys break down why their 27,000 SF heavy industrial listing isn't moving, the realities of a rent correction in the IOS space, and the challenge of standing out in a crowded DFW market. In market updates, they hit CRE stock performance, ETF skepticism, and the “Term of the Week”: Family Office—what it is, what it isn't, and why $100M might be the magic number.From there, the conversation runs through ACC football storylines, key matchups for Clemson, SMU, Florida State, Miami, UNC, and Pitt, plus some nostalgic detours on legendary players. Wrapping up, they spotlight two big industry moves: the launch of Eider Creek, a Texas-focused industrial investment and development firm, and S2 Capital's acquisition of Fort Capital's industrial platform.Link to Articles Mentioned: https://therealdeal.com/texas/dallas/2025/08/11/dallas-industrial-real-estate-veterans-launch-eider-creek/https://s2cp.com/s2-capital-enters-definitive-agreement-to-buy-industrial-real-estate-platform-fort-capital/
In this special episode of Book Lounge by Libby, we're joined by celebrated Indigenous authors Angeline Boulley (Firekeeper's Daughter, Warrior Girl Unearthed) and Carole Lindstrom (We Are Water Protectors, Autumn Peltier, Water Warrior) for a powerful conversation on legacy, language, and literature. Together, we discuss what it means to write from and for their communities, the responsibility of storytelling, and how their work connects generations past, present, and future. This episode is a celebration of Indigenous identity, survival, and the resilience of story — and an invitation to listen, learn, and uplift. Plus, Bre and Cece stop by with a few incredible book recs from Indigenous voices you won't want to miss.
ARRI still leads the pack when it comes to dynamic range in cameras — a fact confirmed once again by our CineD Lab Tests. That's why it's big news in the cine tech community when ARRI releases an upgrade to their flagship Alexa 35: the new Alexa 35 Xtreme. In this week's episode, we dive into all the key updates: what exactly is new, how the ARRI Core Codec is evolving, and what that means for filmmakers in practice. There's a lot to explore with this powerful new camera — so hit play and stay ahead of the curve in the world of cine tech. Chapters & Articles Mentioned in This Episode: (00:00) – Introduction (00:49) - ARRI ALEXA 35 Xtreme Unveiled – Up to 660fps and New ARRICORE Codec https://www.cined.com/arri-alexa-35-xtreme-unveiled-up-to-660fps-and-new-arricore-codec/ (35:06) - Poll: Camera Accessories – Which Brand is Your Favorite? https://www.cined.com/poll-camera-accessories-which-brand-is-your-favorite/ (39:41) - SWISS RIG srRAW 1.2 for iPhone Announced – CinemaDNG Internal Recording, More Resolutions, Tools and Supported iPhones https://www.cined.com/swiss-rig-srraw-1-2-for-iphone-announced-cinemadng-internal-recording-more-resolutions-tools-and-supported-iphones/ (46:22) - Strada Direct Camera-to-Editor File Transfer Tested – Eliminating Cloud Dependency for Remote Post-Production https://www.cined.com/strada-direct-camera-to-editor-file-transfer-tested-eliminating-cloud-dependency-for-remote-post-production/ (55:36) - NANLITE wand Introduced – A Lightweight, Versatile Lighting Solution for Creators https://www.cined.com/nanlite-wand-introduced-a-lightweight-versatile-lighting-solution-for-creators/ (59:04) - Tilta Full Camera Cage for DJI Osmo 360 Introduced https://www.cined.com/tilta-full-camera-cage-for-dji-osmo-360-introduced/ (01:01:25) - Tilta Wants You to Rig Your Mavic 4 Pro Drone as a Handheld Camera (Yes, Really) https://www.cined.com/tilta-wants-you-to-rig-your-mavic-4-pro-drone-as-a-handheld-camera-yes-really/ (01:03:16) - Sony RX1R III vs. the World – How Does It Stack Up? https://www.cined.com/sony-rx1r-iii-vs-the-world-how-it-compare/ (01:07:01) - Quick and Useful Tips on Working with a Green Screen – VFX Basics from Digby Hogan https://www.cined.com/quick-and-useful-tips-on-working-with-a-green-screen-vfx-basics-from-digby-hogan/ We hope you enjoyed this episode! You have feedback, comments, or suggestions? Write us at podcast@cined.com
Book bans are rising at an alarming rate—but librarians, authors, and publishers are fighting back. In this powerful episode of Book Lounge by Libby, Joe is joined by librarian and intellectual freedom advocate Amanda Jones, bestselling author Kalynn Bayron (This Poison Heart), veteran librarian and censorship expert Pat R. Scales, and Skip Dye, SVP at Penguin Random House. Together, they dive into the impact of censorship on libraries, communities, and the future of publishing. Plus, stick around for a banned books spotlight featuring Joe, Bre, and Meara, where they share a few of their must-read titles that have faced bans or challenges.
This week's episode brings some surprising news from a few major players in the camera world. First off: We unfortunately didn't receive the information about the ALEXA 35 Xtreme in time for recording of this podcast. If you want to learn about ARRI's new high-speed beast, check out our detailed article or tune in to next week's episode where we will dive into all the capabilities of their new cameras, and what it means for this industry. But what we are covering this week: Insta360 is branching out into the drone market with a new release under its Antigravity brand, while DJI is doing the opposite—launching its very first 360° camera. Naturally, we dive into these big shifts and what they could mean for the future of both companies. We also take a closer look at some of the latest reviews, including the BLAZAR Mantis and the lightning-fast new card reader from Angelbird. On top of that, Sony has quietly dropped a new camera that's sparked some discussion—and of course, there are some fresh updates in our AI corner that you won't want to miss. So as always, hit that play button and enjoy your weekly dose of cine tech news and insights. Chapters & Articles Mentioned in This Episode: (00:00) – Introduction 05:08 - Antigravity from Insta360 Takes Aim at DJI with Sub-249g 8K 360-Degree Drone https://www.cined.com/antigravity-from-insta360-takes-aim-at-dji-with-sub-249g-8k-360-degree-drone/ (15:27) - DJI Osmo 360 Link coming soon (24:28) - Sony FX2 Camera and BLAZAR Mantis 1.33x 35mm Anamorphic Lens Goes Daruma Dolls https://www.cined.com/sony-fx2-camera-and-blazar-mantis-1-33x-35mm-anamorphic-lens-goes-daruma-dolls/ (30:54) - Angbelbird Performance Reader CFexpress B Review (38:45) - Poll: What's Your Preferred Camera Brand in 2025 – and Will You Switch? https://www.cined.com/poll-whats-your-preferred-camera-brand-in-2025-and-will-you-switch/ (46:38) - Sony PXW-Z300 Announced – 1/2-Inch 4K 3-CMOS Camcorder with 17x Zoom, AI Features, and World-First Content Authentication https://www.cined.com/sony-pxw-z300-announced-1-2-inch-4k-3-cmos-camcorder-with-17x-zoom-ai-features-and-world-first-content-authentication/ (52:49) - Atomos Ninja TX Monitor-Recorder Introduced – Built-in C2C Connection, Brighter Display and More https://www.cined.com/atomos-ninja-tx-monitor-recorder-introduced-built-in-c2c-connection-brighter-display-and-more/ (59:06) - Roll Cam: How to Insult Every Camera Operator on Earth with One Tripod Having a Midlife Crisis on Kickstarter https://www.cined.com/roll-cam-how-to-insult-every-camera-operator-on-earth-with-one-tripod-having-a-midlife-crisis-on-kickstarter/ (01:03:11) - Runway Aleph: AI Edits Real Footage with Camera Angles, Object Removal, and Relighting https://www.cined.com/runway-aleph-ai-edits-real-footage-with-camera-angles-object-removal-and-relighting/ (01:07:41) - Netflix Used AI to Generate VFX Footage for “First Time” https://www.cined.com/netflix-used-ai-to-generate-vfx-footage-for-first-time/ (01:09:45) - Godox KNOWLED AM1600R Mat Light Introduced – Two Sizes, Inflatable, Full Color https://www.cined.com/godox-knowled-am1600r-mat-light-introduced-two-sizes-inflatable-full-color/ (01:11:41) - ASUS ProArt PA27JCV 5K Display – A Closer Look https://www.cined.com/asus-proart-pa27jcv-5k-display-a-closer-look/ We hope you enjoyed this episode! You have feedback, comments, or suggestions? Write us at podcast@cined.com
In this episode of Book Lounge by Libby, we explore the powerful world of graphic novels. In our first segment, Joe is joined by a brilliant panel of creators—mother-daughter duo Hallie Bateman & Suzy Hopkins, Maia Kobabe, and Mattie Lubchansky—to discuss how graphic novels have evolved, the importance of accessibility, the unique creative process behind visual storytelling, and the lasting impact of their work. Then in segment two, guest hosts Bre, Carmen, and Cece stop by with stellar graphic novel recommendations for your TBR—whether you're a long-time fan or just getting started. Articles Mentioned in the Intro: The rise of the graphic novel: Mainstream and small screen, they're not just for kids anymore History of Graphic Novels: Ancient Times to 1920 Guest Host Recommendations: Carmen Tales from La Vida edited by Frederick Luis Aldama Miss Quinces by Kat Fajardo Parable of the Sower by Octavia E. Butler On Tyranny by Timothy Snyder Cece Camp Prodigy by Caroline Palmer On a Sunbeam by Tillie Walden Squad by Maggie Tokuda-Hall (author) & Lisa Sterle (illustrator) Check, Please! Book 1: #Hockey by Ngozi Ukazu Bre Monster by Naoki Urasawa Bitterroot by Walker, Brown, Greene, Renzi, and Cowles Earthdivers by Stephen Graham Jones The Best we Could Do by Thi Bui Joe Animorphs vol. 1 – KA Applegate, Michael Grant Follow the Guests & Guest Hosts: Segment 1: Hallie Bateman - Website Suzy Hopkins - Instagram Maia Kobabe - Website Mattie Lubchansky - Website Segment 2: Bre – Links Carmen – Links Cece - Links Time Stamps: 00:00:00 Title 00:00:16 Intro 00:05:52 Segment 1 – Hallie Bateman & Suzy Hopkins, Maia Kobabe & Mattie Lubchansky 00:54:50 BREAK – Check out PlotThreadsShop.com & a Libby Tip – Deep Search! 00:57:55 Segment 2 – Bre, Carmen & Cece 01:43:11 Outro Readers can sample and borrow the titles mentioned in today's episode in Libby. Library friends can add these titles to their digital collections for free in OverDrive Marketplace and Kanopy. Check out our Cumulative List for the whole season, or this list for today's episode! Looking for more bookish content? Check out the Libby Life Blog! We hope you enjoy this episode of Book Lounge by Libby. Be sure to rate, review and subscribe on Apple Podcasts, Spotify, or wherever you listen! You can watch the video version of our show on the Libby App YouTube channel. Keep up with us on social media by following the Libby App on Instagram! Want to reach out? Send an email to bookloungebylibby@overdrive.com. Want some cool bookish swag? Check out our merch store at: http://plotthreadsshop.com/booklounge! Learn more about your ad choices. Visit megaphone.fm/adchoices
Join this week's episode of Focus Check as we dive into the updated Lab Test results of the LUMIX S1II — and explore how this camera is getting surprisingly close to high-end cinema cameras when it comes to dynamic range. Plus, Sony just dropped a new camera, joining the growing trend of lifestyle-focused cameras alongside brands like FUJIFILM and SIGMA. We're also taking a look at some exciting new lens announcements, including affordable large-format options compatible with cameras like the ALEXA LF and the upcoming FUJIFILM ETERNA. So, as always, hit that play button and enjoy your weekly dose of cine tech news and insights! Sponsor: This episode is sponsored by FUJIFILM. Check it out at Chapters & Articles Mentioned in This Episode: 15:54 (00:00) – Introduction (05:25) - Panasonic LUMIX S1II Lab Test, Part 2 – Dynamic Range and Latitude Using ProRes RAW 5.8K with DR Boost “ON” https://www.cined.com/panasonic-lumix-s1ii-lab-test-part-2-dynamic-range-and-latitude-using-prores-raw-5-8k-with-dr-boost-on/ (16:56) - Sony RX1R III Announced – Compact Full-Frame Flagship With 61MP Sensor and AI Autofocus https://www.cined.com/sony-rx1r-iii-announced-compact-full-frame-flagship-with-61mp-sensor-and-ai-autofocus/ (23:53) - LensNode by Node Mill – Vintage Lens Emulation Plugin for DaVinci Resolve Available in Early Access https://www.cined.com/lensnode-by-node-mill-vintage-lens-emulation-plugin-for-davinci-resolve-available-in-early-access/ (30:41) - Simmod Enters the Lens Market – Introducing APSARA LUMIERE & PRESTIGE Lines https://www.cined.com/simmod-enters-the-lens-market-introducing-apsara-lumiere-prestige-lines/ (38:03) - Simmod Lens NATO Ring Introduced – Mount Motors, LiDAR, and More to Cine Lenses https://www.cined.com/simmod-lens-nato-ring-introduced-mount-motors-lidar-and-more-to-cine-lenses/ (40:26) - RØDE Wireless Micro Camera Receiver Announced – Free for Customers https://www.cined.com/rode-wireless-micro-camera-receiver-announced-free-for-customers/ (45:46) - Accsoon CineView M7 Pro and M7 Officially Launched: New Wireless 7” Monitors with Recording Capabilities https://www.cined.com/accsoon-cineview-m7-pro-and-m7-officially-launched-new-wireless-7-monitors-with-recording-capabilities/ (52:33) - NANLITE pico RGBW Pocket Light Announced – CCT Range of 2700K–7500K, Wireless Control https://www.cined.com/nanlite-pico-rgbw-pocket-light-announced-cct-range-of-2700k-7500k-wireless-control/ (55:31) - Extra Shot for Safety, Yes or No? – Various Approaches to Coverage https://www.cined.com/extra-shot-for-safety-yes-or-no-various-approaches-to-coverage/ (01:04:31) - YouTube Set to Crack Down on “AI Slop” with Monetization Policy Update https://www.cined.com/youtube-set-to-crack-down-on-ai-slop-with-monetization-policy-update/ (01:12:39) - Eddie AI “Scripted” Mode Launched – Upload Script & Footage, Get an Instant Rough Cut https://www.cined.com/eddie-ai-scripted-mode-launched-upload-script-footage-get-an-instant-rough-cut/ (01:15:24) - Moonvalley Releases Marey – A “Commercially Safe” AI Video Model Tailored for Professional Filmmakers https://www.cined.com/moonvalley-releases-marey-a-commercially-safe-ai-video-model-tailored-for-professional-filmmakers/ We hope you enjoyed this episode! You have feedback, comments, or suggestions? Write us at podcast@cined.com
Portfolio Sale Teaser - We're pleased to present an IOS portfolio totaling +/- 273,427 SF across 33.88 acres. Currently 95.94% leased, this offering provides passive income with significant rental upside. The portfolio has a weighted average lease term of 3+ years and features a diverse tenant base across multiple industrial uses.Key Highlights:Tenants: 11 Portfolio Size: 273,427 SF across 10 sitesLand Area: 33.88 acres Markets: Dallas-Fort Worth, San Antonio, Oklahoma City Offers Due By: July 15thIf you're interested in learning more, please register to our portal here. Once you have registered, we will be notified to then grant you access to sign the NDA and access the full OM. Links to Articles Mentioned:https://therealdeal.com/texas/2025/07/11/scott-everetts-s2-capital-raises-343-million-for-second-fund/https://www.bizjournals.com/dallas/news/2025/07/14/veritex-community-bank-sells-to-huntington.html?cx_testId=40&cx_testVariant=cx_7&cx_artPos=0#cxrecs_shttps://product.costar.com/home/news/2072435289
What feature would you most like to see in the next generation of mirrorless cameras? In this episode, Nino dives into the results of our latest community poll and discusses some of the most interesting suggestions and ideas shared by our listeners. Of course, we also cover this week's gear announcements—including DJI's new Power Stations and the Saramonic TC-Neo timecode box. Tune in to find out what features filmmakers are really hoping for in future camera releases! Sponsor: This episode is sponsored by FUJIFILM. Check it out at 17:12 Chapters & Articles Mentioned in This Episode: (00:00) – Introduction (04:26) - Is the FX2 Sony's Best Stills Body Yet? https://www.cined.com/is-the-fx2-sonys-best-stills-body-yet/ (13:12) - Your First Steps in Compositing – New Course “Get Me Started with Adobe After Effects” on MZed https://www.cined.com/your-first-steps-in-compositing-new-course-get-me-started-with-adobe-after-effects-on-mzed/ (18:04) - DJI Power 2000 Introduced – Stackable, Portable Power Station for On-Set and Remote Use https://www.cined.com/dji-power-2000-introduced-stackable-portable-power-station-for-on-set-and-remote-use/ (20:09) - DJI Power 1000 V2 Announced: Faster Charging, Higher Stability for Filmmakers and Adventurers https://www.cined.com/dji-power-1000-v2-announced-faster-charging-higher-stability-for-filmmakers-and-adventurers/ (25:25) - California Raises Film Tax Credits – But Is It Too Late? https://www.cined.com/california-raises-film-tax-credits-but-is-it-too-late/ (32:13) - Poll: What Features are Missing from Today's Mirrorless Cameras? https://www.cined.com/poll-what-features-are-missing-from-todays-mirrorless-cameras/ (01:01:02) - Saramonic TC-NEO Timecode Generator Released – Multi-sync Capable with Unique Charging Case https://www.cined.com/saramonic-tc-neo-timecode-generator-released-multi-sync-capable-with-unique-charging-case/ (01:07:50) - CAMERAMAMAS Roundtable – Inside the Realities of Motherhood as a Cinematographer https://www.cined.com/cameramamas-roundtable-inside-the-realities-of-motherhood-as-a-cinematographer/ (01:12:06) - Sony Implements up to 35% Price Increases on Cameras and Lenses in the US Amid Tariff Pressures https://www.cined.com/sony-implements-up-to-35-price-increases-on-cameras-and-lenses-in-the-us-amid-tariff-pressures/ We hope you enjoyed this episode! You have feedback, comments, or suggestions? Write us at podcast@cined.com
Portfolio Sale Teaser - We're pleased to present an IOS portfolio totaling +/- 273,427 SF across 33.88 acres. Currently 95.94% leased, this offering provides passive income with significant rental upside. The portfolio has a weighted average lease term of 3+ years and features a diverse tenant base across multiple industrial uses.Key Highlights:Tenants: 11 Portfolio Size: 273,427 SF across 10 sitesLand Area: 33.88 acres Markets: Dallas-Fort Worth, San Antonio, Oklahoma City Offers Due By: July 15thIf you're interested in learning more, please register to our portal here. Once you have registered, we will be notified to then grant you access to sign the NDA and access the full OM. Links to Articles Mentioned:https://www.bisnow.com/national/news/commercial-real-estate/one-big-beautiful-bill-clears-final-hurdle-launching-new-tax-era-for-cre-130033https://product.costar.com/home/news/290478930
Sometimes, new films demand such unique technical requirements that they end up pushing the boundaries of camera technology. The upcoming F1 movie is a perfect example—two tech giants, Sony and Apple, developed custom cameras specifically for capturing the extreme conditions of Formula 1 racing, with cars reaching speeds of up to 375 km/h. This week, we take a closer look at what it takes to shoot high-speed action like this, and how innovation behind the scenes shapes what we see on screen. We also touch on several other fresh updates from the world of cameras, lenses, and production tools. Tune in for an insightful conversation! Sponsor: This episode is sponsored by FUJIFILM. Check it out at (27:11) Chapters & Articles Mentioned in This Episode: (00:00) – Introduction (04:01) - How F1: The Movie Used a Custom Sony Compact Body, Apple's Custom iPhone Camera and VENICE 2 to Capture Speed https://www.cined.com/how-f1-the-movie-used-a-custom-sony-compact-body-and-apples-custom-iphone-camera-to-capture-speed/ (17:11) - Filmmaking for the Vision Pro Era: Apple and Blackmagic's Immersive Video Workflow https://www.cined.com/filmmaking-for-the-vision-pro-era-apple-and-blackmagics-immersive-video-workflow/ (23:43) - Saramonic Air – Compact, Dual-Channel, Wireless Mic Introduced for Quick Shoots https://www.cined.com/saramonic-air-compact-dual-channel-wireless-mic-introduced-for-quick-shoots/ (28:05) - Godox KNOWLED M300R RGBWW LED Light Announced https://www.cined.com/godox-knowled-m300r-rgbww-led-light-announced/ (35:44) - The Director's Guide to Everything by Jay Holben- a 600-Page Book for Directors at Any Level https://www.cined.com/the-directors-guide-to-everything-by-jay-holben-a-600-page-book-for-directors-at-any-level/ (39:18) - Adobe Firefly Sound Generator Debuts – Custom SFX Guided by Your Voice https://www.cined.com/adobe-firefly-sound-generator-debuts-custom-sfx-guided-by-your-voice/ (43:41) - Tamron 16-30mm f/2.8 Di III VXD G2 Wide-Angle Zoom Full-Frame Lens Announced https://www.cined.com/tamron-16-30mm-f-2-8-di-iii-vxd-g2-wide-angle-zoom-full-frame-lens-announced/ (47:51) - Sony Addresses BURANO Color Reproduction Issues with Free IR Cut Filter Replacement https://www.cined.com/sony-addresses-burano-color-reproduction-issues-with-free-ir-cut-filter-replacement/ (51:34) - Sony's ‘Camera Verify' Feature Launched to Strengthen Image Authenticity for Newsrooms https://www.cined.com/sonys-camera-verify-feature-launched-to-strengthen-image-authenticity-for-newsrooms/ (53:37) - Mastering Feedback – A Filmmaker's Guide to Creative Collaboration https://www.cined.com/mastering-feedback-a-filmmakers-guide-to-creative-collaboration/ We hope you enjoyed this episode! You have feedback, comments, or suggestions? Write us at podcast@cined.com
Portfolio Sale Teaser - We're pleased to present an IOS portfolio totaling +/- 273,427 SF across 33.88 acres. Currently 95.94% leased, this offering provides passive income with significant rental upside. The portfolio has a weighted average lease term of 3+ years and features a diverse tenant base across multiple industrial uses.Key Highlights:Tenants: 11 Portfolio Size: 273,427 SF across 10 sitesLand Area: 33.88 acres Markets: Dallas-Fort Worth, San Antonio, Oklahoma City Offers Due By: Mid JulyIf you're interested in learning more, please register to our portal here. Once you have registered, Isabella will be notified to then grant you access to sign the NDA and access the full OM. Links to Articles Mentioned:https://therealdeal.com/texas/dallas/2025/06/26/scott-everetts-s2-capital-faces-apartment-foreclosure/https://www.bloomberg.com/news/articles/2025-06-27/us-consumer-spending-drops-for-first-time-since-start-of-year
Join this week's discussion with Johnnie and Nino! While there haven't been any major camera announcements, we're working on something exciting—our very own CineD Camera Bag. We're sharing the journey behind the project and exploring what's possible. Plus, there are a few new camera updates, a fresh lens release, and some new tripods worth talking about. As always, tune in and stick around until the end! Sponsor: This episode is sponsored by FUJIFILM. Check it out at 20:25 Chapters & Articles Mentioned in This Episode: (00:00) – Introduction (04:37) - Poll: Camera to Cloud Workflow – How Much Has This Technology Really Caught On? https://www.cined.com/poll-camera-to-cloud-workflow-how-much-has-this-technology-really-caught-on/ (11:10) - Hohem iSteady M7 AI Tracking Smartphone Gimbal Stabilizer – First look https://www.cined.com/hohem-isteady-m7-ai-tracking-smartphone-gimbal-stabilizer-first-look/ (16:02) - A CineD Bag – Call for Action for Manufacturers https://www.cined.com/a-cined-bag-call-for-action-for-manufacturers/ (21:17) - Magic Lantern is Back and Supports New Cameras Such as EOS 200D, 6D Mark II, and 7D Mark II https://www.cined.com/magic-lantern-is-back-and-supports-new-cameras-such-as-eos-200d-6d-mark-ii-and-7d-mark-ii/ (28:22) - Panasonic Firmware updates for LUMIX S1RII, S1II, and S1IIE Cameras Announced https://www.cined.com/panasonic-firmware-updates-for-lumix-s1rii-s1ii-and-s1iie-cameras-announced/ (31:54) - Blackmagic Camera 9.6 Update Enhances Micro Studio Camera 4K G2 https://www.cined.com/blackmagic-camera-9-6-update-enhances-micro-studio-camera-4k-g2/ (36:32) - iPadOS 26 Will Enable Background Renders for Final Cut Pro & DaVinci Resolve https://www.cined.com/ipados-26-will-enable-background-renders-for-final-cut-pro-davinci-resolve/ (44:37) - Inside the First Feature-Length Immersive Film for Apple Vision Pro: Bono – Stories of Surrender https://www.cined.com/inside-the-first-feature-length-immersive-film-for-apple-vision-pro-bono-stories-of-surrender/ (47:16) - Peak Design Pro Tripod Launched https://www.cined.com/peak-design-pro-tripod-launched/ (51:59) - Laowa 8-15mm Fisheye Full-Frame Lenses Introduced – Circular and Rectangular Fisheye in One Lens https://www.cined.com/laowa-8-15mm-fisheye-full-frame-lenses-introduced-circular-and-rectangular-fisheye-in-one-lens/ (53:43) - Eddie AI Update Announced – Support for Multiple Languages, B-roll and A-roll Logging https://www.cined.com/eddie-ai-update-announced-support-for-multiple-languages-b-roll-and-a-roll-logging/ We hope you enjoyed this episode! You have feedback, comments, or suggestions? Write us at podcast@cined.com
On Friday, June 13th, just days before the sixth scheduled round of US–Iran talks over the country's nuclear energy program, Israel carried out a series of punishing airstrikes in many different parts of Iran. The bombings were unprecedented in targeting Iran's nuclear energy infrastructure, and have since expanded to target Iranian state television, the energy industry, and high-rise apartment buildings. Israel's bombing campaign has so far killed over 240 people, and has scuttled US–Iran nuclear diplomacy—at least for now. In response, Iran has launched drones and missiles at Israel, killing over 20 Israelis. Now, the escalating conflict, which has prompted thousands of Iranians to flee their homes and brought Israelis into bomb shelters, threatens to grow even deadlier as news outlets report that the Trump administration is weighing a US strike on Iran.In this episode of On the Nose, senior reporter Alex Kane assesses Israel's war with Daniel Levy, president of the US/Middle East Project, and Ellie Geranmayeh, the Deputy Director for the European Council on Foreign Relation's Middle East and North Africa program. They discuss the Trump administration's position on the conflict, Israeli Prime Minister Benjamin Netanyahu's war goals, and where the region might be heading in the wake of this bombing campaign.Articles Mentioned and Further Reading“Israel Built Its Case for War With Iran on New Intelligence. The U.S. Didn't Buy It,” Alexander Ward, Lara Seligman, and Dustin Volz, The Wall Street Journal“How Trump Shifted on Iran Under Pressure From Israel,” Jonathan Swan, Maggie Haberman, Mark Mazzetti, and Ronen Bergman, The New York Times“America First or Israel First? Will Trump Join Netanyahu's War on Iran?” Daniel Levy, Zeteo“Europe must act now to prevent a major war between Israel and Iran,” Ellie Geranmayeh, European Council on Foreign Relations“Unpacking the Rift Between Trump and Netanyahu,” Alex Kane, Jewish Currents“
Margo and Abby catch up on emerging art fairs, AI-fueled creativity, and an unexpected Spotify collab in the latest episode of Creative Current Events, a special segment of Windowsill Chats. This round of curious and creative conversation touches on everything from practical tips for artists and makers to heartwarming stories and pop culture fun. They dig into the impact of recent tariff shifts on small businesses, celebrate alternative art fairs that uplift emerging artists, and spotlight muralists transforming both interiors and cityscapes. You'll also hear about a cross-country artist on a mission, royalty-free music with a mission, and a billion-dollar design app you probably use (but may not know the backstory of). Plus: AI tools worth trying, Stanley's branding genius with Post Malone, and what happened when a kid got too close to a Rothko. As always, there's a little something for everyone—whether you're looking for inspiration, useful resources, or just a reason to smile. Don't forget to let us know what sparked your creativity this week! Articles Mentioned: Tariff Chart https://www.piie.com/research/piie-charts/2019/us-china-trade-war-tariffs-date-chart The alternative art fairs championing emerging artists https://www.wallpaper.com/art/best-art-fairs-for-emerging-artists Murals have moved indoors https://www.nytimes.com/2025/05/13/style/murals-interiors-wall-art.html Kreh Mellick https://www.instagram.com/krehmellick/ Murals Outdoors https://www.instagram.com/mantrarea/?hl=en 50-50 Project https://www.cheyennerenee.com Artivive App allows augmented reality Tracy Dawn Brewer https://www.artivive.com/ 7 genius chatbot prompts that will instantly boost your ideas https://www.tomsguide.com/ai/7-genius-gemini-prompts-that-will-instantly-boost-your-ideas Child damages Rothko work at Rotterdam museum https://www.theartnewspaper.com/2025/04/29/child-damages-rothko-work-at-rotterdam-museum V & A East Storehouse https://www.vam.ac.uk/articles/about-va-east-storehouse?srsltid=AfmBOooad4l6QVnVru427Vuem0kb6PpKDh0ZLLWpF3J1AaRpxFwdgIhK The Story of Canva https://www.instagram.com/p/DHSgugYIE02/?hl=en&img_index=1 Royalty Free Music by Moby https://mobygratis.com/ Stanley & Post Malone Collaboration https://www.stanley1913.com/collections/post-malone-stanley-collab-2025 Barilla pasta playlist https://open.spotify.com/user/w2p1oq867ns7jele6g3lw66fk Connect with Abby: https://www.abbyjcampbell.com/ https://www.instagram.com/ajcampkc/ https://www.pinterest.com/ajcampbell/ Connect with Margo: www.windowsillchats.com www.instagram.com/windowsillchats www.patreon.com/inthewindowsill https://www.yourtantaustudio.com/thefoundry