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Daniel Mahncke and Shawn O'Malley take a deep dive into Wix.com — the Israeli website-building platform whose investment case now turns on two of the most debated questions in the stock today: whether the generative-AI wave that lets anyone spin up a site from a text prompt is the end of Wix or whether Wix is too sticky, and whether the Base 44 acquisition — Wix's bet on AI-powered app generation — is the next leg of the story or a distraction from the SMB infrastructure business the company already dominates. IN THIS EPISODE YOU'LL LEARN: (00:00:00) Intro (00:01:32) How Wix was founded (00:21:35) Why clients keep using Wix (00:28:05) How much of WIX is actually vulnerable to AI (00:37:07) Why Wix is more sticky than it seems (00:38:24) Whether vibecoding is likely to disrupt drag-and-drop website building (00:46:54) Why Base44 could change the entire investment case (01:06:24) How Wix could survive and turn into a multibagger (01:09:21) Valuation discussion of Wix (01:13:26) Whether Shawn and Daniel add Wix to the Intrinsic Value Portfolio BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community. Track The Intrinsic Value Portfolio. Portfolio Review Submit Tool. Value Investor Club Article. Chit Chat Stocks w/ Manuel Cunha. Future Investing Interview w/ Manuel Cunha. Rene Sellman Substack Article. Manuel Cunha Substack Article. Previous Intrinsic Value breakdowns: Figma, Microsoft, Salesforce, Adobe. Follow Shawn on X and Linkedin. Follow Daniel on X and Linkedin. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Get smarter about valuing businesses through The Intrinsic Value Newsletter. Check out The Investor's Podcast Starter Packs. Follow our official social media accounts: X | LinkedIn | Facebook. Try our tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Plus500 Netsuite Shopify Vanta References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor's Podcast Network is not responsible for any claims made by them. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
In this episode of the Crazy Wisdom Podcast, host Stewart Alsop sits down with returning guest Ekue Kpodar for their third conversation together, covering a wide range of topics at the intersection of technology, geopolitics, and the evolving information age. They dig into Ekue's unconventional setup of running local AI models across roughly 15 computers, the growing case for open source models over closed ones from companies like OpenAI and Anthropic, and how Chinese open source models may be positioned to outcompete Western alternatives on a global scale. The conversation also touches on vibe coding and the democratization of software development, the strategic use of small models for IoT and enterprise applications, the role of Israel and China as dominant players in the information age, and how smaller nations and even individuals may wield outsized power as AI continues to collapse the cost of knowledge work. You can find Ekue Kpodar on X @ekpodar and LinkedIn.Timestamps00:00 Stewart welcomes Ekue for their third episode, diving into vibe coding and AI-driven development changes.05:00 Ekue explains using Claude on Chrome to auto-reply on Skool, burning tokens through screenshots, and Playwright as a more efficient alternative.10:00 Stewart describes his Claude-dependent planning and coding agent system breaking after a model update, prompting him to build his own chatbot.15:00 Small models discussed as critical for IoT, defense, and privacy-focused enterprises building internal APIs instead of routing traffic to OpenAI.20:00 Open source versus closed source debated, with Chinese models gaining global traction while US foundational labs remain expensive and restrictive.25:00 SaaS apocalypse explored as AI commoditizes knowledge work, with Linux and Terraform cited as proof open source still generates wealth.30:00 OpenAI's sci-fi terminator fears explained as the reason they stayed closed source, ultimately handing China a strategic open source advantage.35:00 China's economic dumping strategy applied to AI, potentially displacing US model dominance globally the same way manufacturing was disrupted.40:00 Israel's signals intelligence dominance discussed alongside asymmetric warfare, drones defeating tanks, and information control replacing military muscle.45:00 Global information age rankings debated, Israel leading, US and China tied, France and Poland emerging as sovereign tech players.50:00 Qatar, NVIDIA, and Iran cited as proof that rare resources and technology matter more than population size in the 21st century power landscape.Key Insights1. Running local AI models on a network of affordable computers can be more cost-effective than relying entirely on third-party APIs. By using compressed or smaller open source models locally, developers can handle repetitive or lower-stakes tasks without burning through expensive tokens from providers like Anthropic or OpenAI.2. Small AI models are becoming increasingly important for IoT, defense applications, and companies that do not want to send sensitive data to external providers. Organizations can download open source models, run them on internal servers, and build proprietary APIs around them, creating something like an intranet of specialized small models.3. The value created by AI tools is being redistributed away from traditional SaaS companies toward foundational model providers and individual builders. People are canceling subscriptions to software they once paid hundreds per month for, because AI now allows a single person to build comparable tools themselves.4. Open source technology does not eliminate the ability to profit. Linux and Terraform are both open source yet made their creators wealthy. People will still pay for installation, setup, troubleshooting, and customization even when the underlying software is free.5. China is applying its longstanding manufacturing dumping strategy to artificial intelligence by releasing cheap open source models globally, which threatens to erode US dominance in AI the same way Chinese manufacturing undercut other countries for decades.6. In the information age, the size of a country or institution matters far less than its access to rare resources or advanced technology. Qatar, Israel, and NVIDIA each demonstrate that small populations or headcounts can wield enormous global negotiating power through concentrated technological or resource advantages.7. Asymmetric warfare is redefining military power, with inexpensive drones defeating tanks that cost millions to build. This shifts the advantage toward nations that excel at signals intelligence and information management rather than those with the largest conventional military forces.
General Blaine Holt discusses Russian hypersonic threats and the shift to asymmetric drone warfare, noting Russia's threats of using weapons of mass destruction against Kyiv to warn European leaders against further intervention. Meanwhile, low-cost drone technology is proving to be an asymmetric force that renders expensive, multi-million dollar military systems obsolete. (6)1875-85 BRITISH IRONCLAD GLATTON
Steve Yates critiques the personal diplomacy approach at the Beijing summit, noting an asymmetric information environment. He highlights the lack of a joint statement and ongoing tensions regarding Taiwan's sovereignty and defense. (3/16)1910 ID
Work-in-Progress talks with Hessam Abedini, PhD candidate, Comparative Literature and 2025–26 OHC Dissertation Fellow. This project examines how to translate the Persian epic Shahnameh (AD 1010) without imposing Western literary conventions on it. Previous English translations have compared the Persian poet Firdausi to Homer, distorting the epic's unique cosmological framework that blends pre-Islamic Iranian traditions, Islamic theology, and Neoplatonic philosophy. The research proposes translation methods that preserve Iranian concepts like divine glory and cosmic order, allowing readers to encounter this masterwork on its own cultural terms rather than through Western frameworks. 025–26 OHC Dissertation Fellow. This project examines how to translate the Persian epic Shahnameh (AD 1010) without imposing Western literary conventions on it. Previous English translations have compared the Persian poet Firdausi to Homer, distorting the epic's unique cosmological framework that blends pre-Islamic Iranian traditions, Islamic theology, and Neoplatonic philosophy. The research proposes translation methods that preserve Iranian concepts like divine glory and cosmic order, allowing readers to encounter this masterwork on its own cultural terms rather than through Western frameworks.
China's teapot refiners are bleeding, Intel is going vertical on reshoring headlines, and AI benchmark scores are leaving the charts as Trump meets with Xi this week. Three vertical charts tell the story of US leverage across energy, chips, and capital markets, why the AGI buildout is driving industrial policy, and what it means for a labor market already showing cracks. No matter which scenario plays out, the path keeps leading back to the asset with no supply response.
In this episode, Mariana speaks with counter-terrorism and Middle East expert Dan Byman to dissect the current state of the US-Iran conflict and its potential impact on the upcoming North American World Cup 2026. They analyze Iran's increased deterrence positioning with the closure of the Strait of Hormuz, their use of asymmetric warfare, and lay potentials scenarios to explain Iran's current terrorism restraint. Is it a sign of incapacity or strategic pause? They also discuss the importance for the Iran's soccer players to participate in the sporting tournament,ent and the risks it implies from a security and diplomatic perspective. They discuss why Mexico can be a security “soft spot” as the country maintains diplomatic ties with Teheran, and the bigger challenges posed by a lone person attack.
David is joined this week by U.S. energy industry legend and pioneer, Charif Souki. Hear not only his incredible story as a leading force in the shale revolution but also get the lay of the land in one of the great stories of our time: U.S. energy dominance. All at once this episode will remind you of the role robust capital markets play in the cause of free enterprise and reiterate the most important business principles that matter. A truly special Capital Record! Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
What if ransomware did not begin with criminals, but with curiosity? In this episode of Breaking Math, Autumn and Noah talk with Anja Shortland, professor of political economy at King's College London and author of Dark Screens. This conversation explores how playful hacking evolved into professionalized cybercrime, why ransomware gangs operate like morally questionable internet startups, how cryptocurrency made ransomware scalable, and why hospitals, governments, universities, and critical infrastructure remain especially vulnerable. We also dig into the mathematics behind encryption, asymmetric cryptography, game theory, negotiation, cyber insurance, and the uncomfortable trade-offs between freedom, privacy, and regulation. Chapters 00:00 The origins of ransomware and early hacker culture 02:13 The evolution of ransomware attacks since 2013 03:14 The paradox of cybercriminals as entrepreneurs 06:19 Early hackers: Steve Jobs and Wozniak as pioneers 12:34 The moral and legal landscape of hacking and cybercrime 13:39 The importance of cybersecurity awareness for individuals 15:03 The arms race: attackers vs defenders and the role of math 16:02 The technological innovations behind ransomware 19:21 Asymmetric encryption and cryptocurrency in ransomware 20:53 Bitcoin and the dark web: enabling cybercrime 22:45 The impact of AI on future cyber threats and defenses 34:07 The future of ransomware and cybersecurity challenges Follow Anja Shortland on LinkedIn (https://uk.linkedin.com/in/anja-shortland-53133b231)Book (https://amzn.to/4d6pB4X) Follow Breaking Math on Substack (https://breakingmath.substack.com/) Twitter (https://x.com/breakingmathpod) X (https://www.instagram.com/breakingmathmedia/) Bluesky (https://bsky.app/profile/breakingmath.bsky.social) Website (https://www.breakingmath.io/) Follow Noah onInstagram (https://www.instagram.com/profnoahgian/)Twitter (https://x.com/ProfNoahGian)Bluesky (https://bsky.app/profile/profnoahgian.bsky.social)Follow Autumn on X (https://x.com/1autumn_leaf) Bluesky (https://bsky.app/profile/1autumnleaf.bsky.social) Instagram (https://www.instagram.com/1autumnleaf/) Substack (https://substack.com/@1autumnleaf) email: breakingmathpodcast@gmail.com
In recent months, Ukrainian deep strikes into Russia have outnumbered Russian strikes on Ukraine. Ukraine has managed to build its military capacities practically from scratch, while Russia has made very little technological progress since 2022. Furthermore, Russia is losing more and more people on the frontline, even as the pace of its advance slows down. Does this mean Ukraine can win the war? *** This is the “Explaining Ukraine” podcast. Host: Volodymyr Yermolenko, a Ukrainian philosopher, chief editor of UkraineWorld, and president of PEN Ukraine. Guest: Lesia Ogryzko, a Ukrainian expert in international relations and security, the co-founder and director of the Sahaidachnyi Security Centre, a Ukrainian think tank. She is also the head of the reforms support office of Ukraine's defence ministry. Sahaidachnyi Security Centre: https://sahasec.org *** Explaining Ukraine is produced by UkraineWorld and brought to you by Internews Ukraine. This episode is also produced in cooperation with Politeia, a Ukrainian NGO. *** Listen on various platforms: https://li.sten.to/explaining-ukraine UkraineWorld: https://ukraineworld.org/en *** SUPPORT: You can support our work on https://www.patreon.com/c/ukraineworld Your help is crucial, as we rely heavily on crowdfunding. You can also contribute to our volunteer missions to frontline areas in Ukraine, where we deliver aid to both soldiers and civilians. Donations are welcome via PayPal at: ukraine.resisting@gmail.com. *** CONTENTS: 0:03 - Introduction: Ukraine's recent military successes, including deep strikes and self-built capacities, raise the question: can Ukraine win the war? 2:05 - Why Ukrainians believe Russia can be defeated: a historical perspective of Russia's previous collapses 5:01 - How warfare innovation on the front line is rapidly accelerating, with a 6-8 week feedback loop for technology deployment. 9:09 - Why Ukraine has to adopt an asymmetric strategy for Russia's "terminal defeat," dismantling its war-waging capacity, rather than fighting a symmetrical "small Soviet army against a big Soviet army" war. 10:36 - Asymmetric pillars include next-generation deep strikes over 3,000 km into Russia and scaled special operations/cognitive warfare within Russian territory. 13:02 - How Western partners show surprising hesitancy despite NATO's 2022 concept identifying Russia as the primary threat, and Russia's systemic sub-threshold warfare across Europe is often met with non-responsive actions. 16:34 - Why ignoring Russian hybrid attacks won't deter them; Russia, acting on "Gopnik logic," only retreats when forcefully confronted. 21:01 - Risks of a broader conflict and Euroscepticism in Ukraine 24:10 - Ukraine's deep strikes outnumbered Russia's in March 2026, significantly decreasing Russia's oil refining and export capabilities. 31:26 - A "golden opportunity" exists for Ukraine and Europe to partner, when Ukraine would provide battlefield innovation, and Europe would scale production.
1. Headline: The Iran War on Pause: Diplomacy and Asymmetric Strategy Guest: Bill Roggio Summary: John Batchelor and Bill Roggio discuss the current pause in the Iran war, characterized by President Trump's decision to halt negotiations. While Iran's conventional military has suffered significant damage, concerns remain regarding its asymmetric warfare capabilities and its strategy to outlast the United States through "asymmetric diplomacy". 11767 YEMEN
00: Cheetah - Cloud Sine 01: Arcane - Planet X (feat. Samurai Breaks) 02: Samurai Breaks - Marathon (Groves remix) 03: Asymmetric - Make A Point 04: Janaway - Till Dawn 05: poliqpoliq - Soho 06: poliqpoliq - Mystical flowers 07: Soulox & Soeneido - It Been 08: Andy Daly - Murdera 09: Limit - Prekrasnoe 10: Neekeetone - What's Going On 11: Asymmetric, Limit - Vinyl Junkie 12: Nia Archives - Ode 2 Maya Angelou 13: Arcane & Weighty Jungle - Glass Moon 14: Samurai Breaks And Toby Ross - Dis Wan 15: Asymmetric - Affect 16: 4AF3 - Plush Jungle
In this episode of The Econoclasts, Yanis Varoufakis and Wolfgang Munchau dissect the crumbling facade of Western geostrategic and economic orthodoxies, arguing that the United States has already reached a military checkmate against Iran, while simultaneously warning that Europe's delusion of energy independence and perilous vulnerability to supply shocks will likely collapse into a humiliating, American-mediated return to Russian gas. Hosted on Acast. See acast.com/privacy for more information.
Blue Moon Metals is rapidly transforming into a multi-asset critical minerals platform, advancing four mines across the U.S. and Norway using a hub-and-spoke model anchored by its Springer processing complex. CEO Christian Kargl-Simard outlines the company's exposure to tungsten, germanium, and gallium—metals central to Western supply chains—and highlights the potential for significant EBITDA growth. With strong institutional backing and shifting priorities, the company positions itself as a rare, diversified, high-upside opportunity.
Welcome to The Daily Wrap Up, an in-depth investigatory show dedicated to bringing you the most relevant independent news, as we see it, from the last 24 hours (3/29/26). As always, take the information discussed in the video below and research it for yourself, and come to your own conclusions. Anyone telling you what the truth is, or claiming they have the answer, is likely leading you astray, for one reason or another. Stay Vigilant. !function(r,u,m,b,l,e){r._Rumble=b,r[b]||(r[b]=function(){(r[b]._=r[b]._||[]).push(arguments);if(r[b]._.length==1){l=u.createElement(m),e=u.getElementsByTagName(m)[0],l.async=1,l.src="https://rumble.com/embedJS/u2q643"+(arguments[1].video?'.'+arguments[1].video:'')+"/?url="+encodeURIComponent(location.href)+"&args="+encodeURIComponent(JSON.stringify([].slice.apply(arguments))),e.parentNode.insertBefore(l,e)}})}(window, document, "script", "Rumble"); Rumble("play", {"video":"v75m7qe","div":"rumble_v75m7qe"}); Source Links (In Chronological Order): (9) The Last American Vagabond on X: "@DWayne790833292 Aside from the countless times I've discussed that? "Safe"? "Happy"? Do you just assume everything that aligns with your opinion? But your aggressive projection and assumption are likely why WE have not talked. Just guessing, since I am not familiar with you. Wish you the best." / X New Tab (9) Eric Daugherty on X: "
I sat down with Jonathan Claudius from Asymmetric Research to talk about the security landscape in Web3. We covered the new vulnerabilities emerging from LLMs and AI agents, the easy wins every founder should implement today, and why security can't be confined to a two-week audit window. Jonathan shares real examples from their work with the Interchain Foundation, explains how to balance shipping speed with security rigor, and gives practical advice on building defense in depth. If you're building in this space, this conversation will change how you think about security. • [01:03] How Asymmetric Research started from Jump Crypto and their shift to commercial engagements• [04:52] Real incident: Preventing a DPRK hacking group infiltration at Interchain Foundation• [08:18] New security threats from LLMs and AI agents - the offense vs defense arms race• [10:08] Bug bounty programs seeing high-quality submissions from LLM-enabled attackers• [13:46] Easy wins: Branch protection, security keys, linting, and static analysis tools• [16:24] Balancing speed and security through defense in depth strategies• [18:35] OpenClaw and AI agents creating new attack vectors like prompt injection• [22:14] Laptop security basics: MDM and EDR solutions every team needs• [25:19] Why Asymmetric focuses on human connection over productization• [29:14] Founder lessons: Building finance and BD systems earlyAsymmetric Research Website: https://asymmetric.reAsymmetric Research Careers: https://asymmetric.re/careerWeb3 with Sam Kamani: https://www.web3pod.xyz/Nothing mentioned in this podcast is investment advice and please do your own research. It would mean a lot if you can leave a review of this podcast on Apple Podcasts or Spotify and share this podcast with a friend. Be a guest on the podcast or contact us - https://www.web3pod.xyz/
Desire To Trade Podcast | Forex Trading Tips & Interviews with Highly Successful Traders
Prop Firms Don't Work Like You Think In episode 552 of the Desire To Trade Podcast, you will be listening to an interview with Justin Hertzberg of PropAccounts to talk about how prop firms really work — the risks they hide, why many fail, and what separates the ones that actually pay traders. They walk through real numbers (pass rates, average payouts, account lifespans) and share practical signals you can use to avoid getting burned and to find a prop program that supports steady, sustainable trading growth. The video is also available for you to watch on YouTube. >> Watch the video recording! >>Scale up with our funded accounts for Forex, crypto, and futures (30% off): https://go.fundedaccounts.io/ Topics Covered In This Episode 00:00 Introduction 01:30 Justin Hertzberg's work with prop firms 02:30 What differentiates prop firms 04:06 The "printing money" myth 07:09 Asymmetric risk explained 08:22 Why 95% of prop firms are insolvent 09:42 How to spot a firm that will pay you 11:09 Live accounts vs. demo accounts 15:06 How prop firms hedge risk 15:59 Real stats: passing rates, payouts, account lifespan 18:05 Why challenge fees have a "floor" 19:33 Prop firm rules: what's changing 21:59 The MetaQuotes shake-up 24:54 Why brokers are getting into prop firms 26:42 Standalone firms vs. broker-backed firms 29:19 Average lifespan of a funded account 30:29 Where to find Justin Hertzberg (links below) What did you like best in this podcast episode? Let's talk in the comments below, or join me in the Facebook group! Desire To Trade's Top Resources DesireToTRADE Forex Trader Community (free group!) Complete Price Action Strategy Checklist One-Page Trading Plan (free template) Recommended brokers: EightCap (preferred Crypto and FX Broker) AxiTrader (use our link to get a special bonus) Desire To TRADE Academy Get a copy of Prop Trading Secrets (Author: Kathy Lien & Etienne Crete) About The Desire To Trade Podcast Subscribe via iTunes (take 2 seconds and leave the podcast a review!) Subscribe via Stitcher Subscribe via TuneIn Subscribe via Google Play See all podcast episodes How to find Justin Hertzberg Justin's email: justin@fpfxtech.com fpfxtech.com propaccount.com What one thing will you implement after listening to this podcast episode? Leave a comment below, or join me in the Facebook group!
* Listen on Spotify* Listen on Apple* Listen on Youtube* Listen on Pocketcasts* Book Launch checklist: https://BookHip.com/BDSWRRT* Millionaire Author Mastermind Facebook group: https://www.facebook.com/groups/millionaireauthormastermind/* http://hapitalist.com/In this wide-ranging episode of The Six Figure Author Experiment, Russell and Lee explore the strange intersection of creative chaos, business strategy, and long-term author careers. From Viking werewolf comics and serialized audio deals to squirrel shifter romance and tarot decks for business diagnostics, the conversation centers on one key idea: innovation comes from smashing unlikely things together.Along the way, they unpack the concept of asymmetric risk — taking creative bets that might fail but could also unlock entirely new audiences. The discussion also dives deep into rights management, creative positioning, and building books as long-term assets, reminding authors that every book can become part of an expanding investment portfolio if they retain control of their rights.The result is both philosophical and practical: a reminder that in the modern publishing landscape, success often comes from embracing weird ideas, hedging experiments intelligently, and creating work that only you can make.Topics Covered:* “Bushwhacking” creativity: cutting new paths by smashing ideas together* Agility quotient and why adaptability may matter more than emotional intelligence* From Viking werewolves to erotic comics: turning unexpected mashups into stories* Translating books into other media: comics, serialized audio, and new formats* Why books function as long-term creative assets and investment portfolios* Licensing opportunities authors often overlook (AI audio, streaming, serialized audio)* The importance of protecting your intellectual property and retaining rights* Common publishing contract pitfalls: perpetual rights and overly broad licensing* Narrowband rights strategies for audiobooks and emerging media* How creators can learn from early career publishing mistakes without getting stuck* Emotional detachment from failed deals or old publishers* Asymmetric risk: the relationship between unconventional ideas and breakthrough success* Why the biggest creative opportunities often come with the highest uncertainty* Hedging creative bets with proven series or steady income streams* Testing experimental ideas through Kickstarter, serialization, or niche launches* Using data and reader feedback to refine experimental series* Why authors sometimes mistake creative failure for personal failure* “Containers for money”: different projects attracting different audiences* Why some books in the same series perform differently than others* Building reader relationships through newsletters and audience ownership* Experimentation as a core creative business strategy* Why weird ideas (squirrel shifters, tarot business decks, bizarre brands) can succeed* The importance of positioning and finding the right audience* Trope + voice: combining market expectations with unique creative elements* Why tropes help readers discover new stories* Positioning creative work for discoverability without losing originality* The tension between writing for the market vs writing personal passion projects* How niche ideas can become major successes if they find the right readers* Learning to tolerate criticism and dislike when building a public creative brand* Why being distinctive is increasingly important in an AI-saturated world* Encouraging imagination and experimentation in creative careers* Turning books into multiple formats and revenue streams* The long-term value of building a creative ecosystem around your work* Final takeaway: success often begins with one weird idea you decide to pursue anyway This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.sixfigureauthorexperiment.com
In response to the US-Israeli war, Iran shut down the Strait of Hormuz, the most important oil chokepoint on Earth, causing energy prices to skyrocket. However, Tehran is allowing Chinese tankers through, and says other ships can pass if they agree to sell oil in China's currency, the renminbi (aka yuan). Iran is also targeting offices of major American corporations, and wants to force them out of the Middle East (West Asia), while trying to expel US military bases. Ben Norton explains how this war affects the petrodollar system, and the dominance of the dollar as the global reserve currency. VIDEO: https://www.youtube.com/watch?v=X2zBWcGahuc Topics 0:00 Iran war causes energy crisis 0:29 Oil price skyrockets 0:56 Fears of economic crisis 2:07 Strait of Hormuz 3:21 Iran permits Chinese oil tankers 4:17 Iran says: sell oil in RMB, not USD 4:43 Dollar dominance & petrodollar 6:28 Asymmetric warfare 6:59 US military bases in Middle East 7:47 Iran strikes CIA stations 8:46 Iran hits US refueling planes 9:10 US empire underestimated Iran 10:32 Iran targets US corporations 12:03 Economic warfare 13:07 (CLIP) Scott Bessent on sanctions 14:05 New leader Mojtaba Khamenei 15:21 Iran strategy spelled out 17:08 Tehran wants revenge 18:51 Yemen, Red Sea, Bab al-Mandab 22:16 US war on Yemen in 2025 23:23 Anti-colonial wars 24:16 Trump sends more US troops 25:21 Iran's Kharg Island 26:21 Global energy crisis 27:24 Trump wants military coalition 29:02 Iran allows Chinese ships 29:59 US dollar dominance 30:37 US current account deficit 31:20 Exorbitant privilege of dollar 32:19 Dedollarization 32:52 West seized Russia's reserves 33:49 Central banks buy gold 34:16 US Treasury securities 34:47 Oil sales in dollars 36:26 Trump threatened BRICS 37:16 Iran promotes dedollarization 37:42 China & Russia de-dollarize 38:33 India 39:34 UAE 40:18 Saudi Arabia 41:04 Iran & Indonesia join BRICS 42:14 Iran proposes BRICS currency 42:31 Divisions within BRICS 43:12 Struggle against imperialism 45:12 Outro
Chuck Todd surveys a political landscape where multiple crises are converging on the Trump administration simultaneously — and none of them are going well. The Iran war, which Chuck reiterates is a war of choice, appears to be devouring Trump's presidency: the administration burned through nearly $6 billion in munitions in just two days, is sending contradictory messages of reassurance and escalation that appear designed to manipulate markets, and seems to be operating entirely by the seat of its pants. He warns that asymmetric warfare has never gone well for the United States, that energy markets are in turmoil as Iran deliberately tries to inflict economic pain, that the threat of stagflation and energy shortages is very real, and that Trump's threat to use the Fed to shape oil markets has alarmed economists. He argues that if Trump could undo the war he would — but this won't be Venezuela 2.0, because there's no opposition on the ground to coordinate with, you can't change a regime without boots on the ground that Trump won't commit, and if the regime simply survives, that counts as victory for Iran. Meanwhile, Trump naively buys Putin's claim that Russia isn't helping Iran with targeting, and that new polling shows a majority of Americans oppose the war — with MAGA influencers notably against it even as older rank-and-file supporters stick with Trump. Beyond Iran, Chuck hits the Ticketmaster settlement as proof that Trump talks a big populist game but the lobbyists always win, warns that a partial DHS shutdown risks snarling air travel and punishing the flying public while ICE has already been funded, and cautions Democrats not to overplay their hand on the shutdown. Then, John Adams, editor of the Montana Free Press, joins the Chuck Toddcast to make the case that local journalism has been in crisis — and that saving it might be one of the most important things Americans can do for their democracy. Adams is on the show to promote Local News Day on April 9th, a nationwide effort involving 700 local newsrooms aimed not at fundraising but at spreading awareness. He traces the origin story of the Montana Free Press back to his appearance in the documentary "Dark Money", a story about outside money quietly trying to buy Montana politics at the local level with zero disclosure — and the journalists best positioned to expose it were losing their jobs. Adams argues the economics of local news changed drastically as advertising revenue collapsed and audiences became hypnotized by social media and smartphones, but that the need and appetite for local reporting never went away. The conversation turns to the deeper consequences of local news deserts: the loss of trusted community voices created a vacuum that bred distrust in the national press, because people no longer had local "character references" — journalists they knew and saw at the grocery store — to anchor their understanding of how media works. Adams warns that the rise of AI-generated misinformation makes reliable local sources more important than ever, noting that while younger people tend to be savvier at spotting junk online, older generations are particularly vulnerable. They close by noting that strong local news doesn't just serve democracy — it helps local businesses target customers, creating an economic ecosystem that benefits everyone — and that journalism ultimately has to reach enough people to really matter, which is exactly what Local News Day at localnewsday.org is designed to help make possible. Finally, on the day of the Mississippi primaries, Chuck gives his ToddCast Top 5 All-Time statewide races in Mississippi and answers listeners’ questions in the “Ask Chuck” segment. Go to https://zbiotics.com/CHUCKTODDCAST and use CHUCKTODDCAST at checkout for 15% off any first time orders of ZBiotics probiotics.” Protect your family with life insurance from Ethos. Get up to $3 million in coverage in as little as 10 minutes at https://ethos.com/chuck. Application times may vary. Rates may vary. Refresh your wardrobe with Quince. Go to https://Quince.com/chuck for free shipping on your order and 365-day returns. Link in bio or go to https://getsoul.com & enter code TODDCAST for 30% off your first order. American Finance Disclaimer: NMLS 182334, nmlsconsumeraccess.org. APR for rates in the 5s start at 6.196% for well qualified borrowers. Call 866-885-1081, for details about credit costs and terms. Or https://apply.americanfinancing.net/thechucktoddcast Timeline: (Timestamps may vary based on advertisements) 00:00 Chuck Todd’s introduction 00:30 Despite runoff, Dems shouldn’t get hopes up for MTG’s district 01:30 Bennie Thompson survives primary challenge in Mississippi 07:15 War of choice in Iran could devour Trump’s presidency 08:00 Administration messaging appears to be manipulating markets 09:30 We got both a message of reassurance and escalation on Monday 10:30 Administration seems to be operating by the seat of their pants 12:00 Administration has eroded trust in institutions for years 13:00 Eventually markets will stop reacting to government statements 13:30 Administration burned through nearly $6B in munitions in two days 14:30 Asymmetric warfare has never gone well for the United States 15:15 Energy markets are in turmoil, Iran wants to create economic pain 16:00 Threat of stagflation & energy shortages are very real 16:45 Trump threatens to use the fed to shape oil markets, alarming economists 17:30 Partial shutdown of DHS agents risks snarling air travel 18:30 When do Dems declare victory on partial shutdown? Noem was fired 19:45 ICE has already been funded. Shutdown punishes the flying public 20:30 Democrats need to be careful not to overplay their hand in shutdown 21:00 If Trump could undo the war, he would. It won’t be Venezuela 2.0 22:15 We’ve always paid to rebuild countries we’ve bombed 23:00 If the regime survives, that’s victory for Iran 24:15 Can’t change regime without boots on the ground, which Trump won’t do 25:15 There’s no opposition on the ground to coordinate with 26:00 Trump buys story from Putin that Russia isn’t assisting Iran w/targeting 26:45 U.S. using up munitions headed to Ukraine is best case for Russia 28:00 DOJ agrees to incredibly friendly settlement with Ticketmaster 28:45 Live Nation lobbyists went straight to Trump, then deal is cut 29:15 Trump talks a big game on populism, but the lobbyists always win 30:45 Young independents hate corporate power & Trump sides with corporations 31:30 New polling shows majority of Americans are against war with Iran 32:15 Older voters continue to be strongest supporters of Trump & war 33:00 MAGA influencers are against war, but rank & file support Trump 42:30 John Adams (Montana Free Press) joins the Chuck ToddCast 43:15 The importance of local news & purpose of Local News Day, April 9th 45:45 Why create Local News Day? 46:45 The crisis with local news isn’t new, been happening for years 48:00 It’s easier to get international news than news from your community 49:00 The need and appetite for local news has never gone away 50:15 Local news has become en vogue like a local craft beer 52:15 People embrace their local identity 54:45 Origin story of the Montana Free Press 55:15 “Dark Money” documentary about fight against Montana copper barons 57:30 Big outside money was trying to buy Montana politics at the local level 59:45 None of the outside money was disclosed 1:00:30 John lost his reporting job during the 2015 legislative session 1:02:30 Three of the most experienced local journalists were jobless 1:03:00 MFP founded on principle that local journalism is essential as a nonprofit 1:04:45 Economics of local news changed drastically, made newspapers expensive 1:06:30 Audiences are highly distracted by social media & smartphones 1:08:00 We need good new sources of information to combat misinfo from AI 1:09:15 Younger people are savvier online, older generations struggle with AI 1:11:00 It’s easier to trust local news sources because they’re in your community 1:11:45 Journalists have to almost “sell” their info for people to see it 1:14:00 It’s important to report on what your audience cares about 1:15:30 AP reporter in Montana was attacked and then the reporter was doxxed 1:17:45 Loss of local news character references created distrust in national press 1:19:00 Importance of local “service journalism” 1:22:30 Recreating the equivalent of morning drive news radio as a podcast 1:23:15 Using google trends questions to help inform your journalism 1:24:30 Algorithms only give people what they want, not what they need to know 1:25:15 Local news at its best reflects what the community cares about 1:26:15 Localnewsday.org is where people can find ways to help & connect 1:28:00 The better local news does, the better local businesses can target customers 1:29:00 700 local newsrooms are taking part in Local News Day 1:30:00 Goal of Local News Day isn’t to raise money, it’s to spread awareness 1:33:00 Journalism has to reach enough people to really matter 1:35:00 Take action on April 9th to support local news 1:35:30 ToddCast Top 5 All-Time Mississippi statewide campaigns 1:40:00 #1 1959 gubernatorial 1:42:00 #2 1978 senate race 1:43:30 #3 1978 gubernatorial 1:45:00 #4 1999 gubernatorial 1:47:00 #5 2014 senate Republican primary 1:49:30 Honorable mentions 1:52:30 Ask Chuck 1:52:45 Do you have a Top 5 list coming for New Jersey? 1:56:00 How do we keep getting into wars without declaration from congress? 1:59:30 What will it take for the U.S. to rebuild trust on the world stage? 2:03:00 Will abortion become an issue in 2028 or has Dobbs taken it off the table? 2:06:30 Should Democrats break norms to prevent authoritarianism?See omnystudio.com/listener for privacy information.
Chuck Todd surveys a political landscape where multiple crises are converging on the Trump administration simultaneously — and none of them are going well. The Iran war, which Chuck reiterates is a war of choice, appears to be devouring Trump's presidency: the administration burned through nearly $6 billion in munitions in just two days, is sending contradictory messages of reassurance and escalation that appear designed to manipulate markets, and seems to be operating entirely by the seat of its pants. He warns that asymmetric warfare has never gone well for the United States, that energy markets are in turmoil as Iran deliberately tries to inflict economic pain, that the threat of stagflation and energy shortages is very real, and that Trump's threat to use the Fed to shape oil markets has alarmed economists. He argues that if Trump could undo the war he would — but this won't be Venezuela 2.0, because there's no opposition on the ground to coordinate with, you can't change a regime without boots on the ground that Trump won't commit, and if the regime simply survives, that counts as victory for Iran. Meanwhile, Trump naively buys Putin's claim that Russia isn't helping Iran with targeting, and that new polling shows a majority of Americans oppose the war — with MAGA influencers notably against it even as older rank-and-file supporters stick with Trump. Beyond Iran, Chuck hits the Ticketmaster settlement as proof that Trump talks a big populist game but the lobbyists always win, warns that a partial DHS shutdown risks snarling air travel and punishing the flying public while ICE has already been funded, and cautions Democrats not to overplay their hand on the shutdown. Finally, on the day of the Mississippi primaries, Chuck gives his ToddCast Top 5 All-Time statewide races in Mississippi and answers listeners’ questions in the “Ask Chuck” segment. Go to https://zbiotics.com/CHUCKTODDCAST and use CHUCKTODDCAST at checkout for 15% off any first time orders of ZBiotics probiotics.” Protect your family with life insurance from Ethos. Get up to $3 million in coverage in as little as 10 minutes at https://ethos.com/chuck. Application times may vary. Rates may vary. Refresh your wardrobe with Quince. Go to https://Quince.com/chuck for free shipping on your order and 365-day returns. Link in bio or go to https://getsoul.com & enter code TODDCAST for 30% off your first order. American Finance Disclaimer: NMLS 182334, nmlsconsumeraccess.org. APR for rates in the 5s start at 6.196% for well qualified borrowers. Call 866-885-1081, for details about credit costs and terms. Or https://apply.americanfinancing.net/thechucktoddcast Timeline: 00:00 Chuck Todd’s introduction 00:30 Despite runoff, Dems shouldn’t get hopes up for MTG’s district 01:30 Bennie Thompson survives primary challenge in Mississippi 07:15 War of choice in Iran could devour Trump’s presidency 08:00 Administration messaging appears to be manipulating markets 09:30 We got both a message of reassurance and escalation on Monday 10:30 Administration seems to be operating by the seat of their pants 12:00 Administration has eroded trust in institutions for years 13:00 Eventually markets will stop reacting to government statements 13:30 Administration burned through nearly $6B in munitions in two days 14:30 Asymmetric warfare has never gone well for the United States 15:15 Energy markets are in turmoil, Iran wants to create economic pain 16:00 Threat of stagflation & energy shortages are very real 16:45 Trump threatens to use the fed to shape oil markets, alarming economists 17:30 Partial shutdown of DHS agents risks snarling air travel 18:30 When do Dems declare victory on partial shutdown? Noem was fired 19:45 ICE has already been funded. Shutdown punishes the flying public 20:30 Democrats need to be careful not to overplay their hand in shutdown 21:00 If Trump could undo the war, he would. It won’t be Venezuela 2.0 22:15 We’ve always paid to rebuild countries we’ve bombed 23:00 If the regime survives, that’s victory for Iran 24:15 Can’t change regime without boots on the ground, which Trump won’t do 25:15 There’s no opposition on the ground to coordinate with 26:00 Trump buys story from Putin that Russia isn’t assisting Iran w/targeting 26:45 U.S. using up munitions headed to Ukraine is best case for Russia 28:00 DOJ agrees to incredibly friendly settlement with Ticketmaster 28:45 Live Nation lobbyists went straight to Trump, then deal is cut 29:15 Trump talks a big game on populism, but the lobbyists always win 30:45 Young independents hate corporate power & Trump sides with corporations 31:30 New polling shows majority of Americans are against war with Iran 32:15 Older voters continue to be strongest supporters of Trump & war 33:00 MAGA influencers are against war, but rank & file support Trump 37:45 Take action on April 9th to support local news 38:15 ToddCast Top 5 All-Time Mississippi statewide campaigns 42:45 #1 1959 gubernatorial 44:45 #2 1978 senate race 46:15 #3 1978 gubernatorial 47:45 #4 1999 gubernatorial 49:45 #5 2014 senate Republican primary 52:15 Honorable mentions 55:15 Ask Chuck 55:30 Do you have a Top 5 list coming for New Jersey? 58:45 How do we keep getting into wars without declaration from congress? 1:02:15 What will it take for the U.S. to rebuild trust on the world stage? 1:05:45 Will abortion become an issue in 2028 or has Dobbs taken it off the table? 1:09:15 Should Democrats break norms to prevent authoritarianism?See omnystudio.com/listener for privacy information.
After the US and Israel attacked Iran, Tehran's strategy of asymmetric warfare is clear: it closed the Strait of Hormuz and is attacking energy infrastructure in the Persian Gulf, causing global oil and natural gas prices to skyrocket, crashing stock markets, fueling inflation, and provoking an economic crisis that will hurt the USA and its allies. The conflict has also become a battle of attrition. Iran is using cheap missiles and drones to deplete the defense interceptors of neighboring countries, which will be very difficult to replace, due to deindustrialization, despite Trump administration efforts to boost production. Ben Norton explains. VIDEO: https://www.youtube.com/watch?v=yAc9mgZrE6E Topics 0:00 Iran conflict becomes war of attrition 1:10 US strategy: "punch them while they're down" 1:45 US military vs Iranian military 2:25 Asymmetric warfare 3:30 Decentralized mosaic defense doctrine 4:13 Guerrilla economic warfare 5:08 Oil price skyrockets to over $100 5:30 Strait of Hormuz closed 6:00 Energy infrastructure hit in Persian Gulf 7:19 Economic crisis on horizon 7:54 Trump: it's a "small price to pay" 8:46 Inflation fuels inequality 9:47 US midterm election coming soon 10:46 Donald Trump's approval rating 11:08 Fertilizer supply chain breakdown 11:28 Food price shock 12:33 Dubai airport shut down 12:54 Gulf monarchy reputation crisis 14:06 Iranian drones vs expensive missiles 15:15 Iran's Shahed 136 drone 16:56 Missile math in asymmetric war 18:47 Military-industrial complex profits 19:24 Gulf runs out of interceptor missiles 20:29 USA prioritizes Israel over GCC 23:26 What does victory look like? 25:25 US allies need more munitions 26:25 Deindustrialization 28:08 Trump meets with weapons CEOs 29:16 Corruption in Pentagon 30:49 Wall Street wins 31:45 US empire underestimates rivals 32:28 Iran destroys radar system 33:07 Iran hits energy infrastructure 33:32 Hotels hosting US military officials 34:54 US military uses civilian ports 36:10 Gulf monarchies are not neutral 37:08 Top oil producers, by country 37:35 Top oil exporters, by country 38:24 Top natural gas producers 38:39 Top LNG exporters 39:11 Strait of Hormuz alternatives 40:10 Saudi alternative oil pipeline 41:11 Iraq and Kurdish fighters 42:31 Insurance companies avoid region 43:13 Trump Hormuz US Navy proposal 44:15 China in talks with Iran 44:58 Asia imports most Gulf energy 45:38 China stockpiles commodities 47:58 China renewable energy strategy 49:23 India wants Russian oil 49:57 India's ties with USA & Israel 51:39 South Korea hurt by oil crisis 52:12 Europe faces new inflation shock 52:39 EU wants Russian oil 53:17 Ukraine backs Gulf dictatorships 54:08 Geopolitical reality 54:53 Gulf monarchy propaganda 56:00 Foreign nationals in GCC countries 56:34 Migrant workers in Persian Gulf 58:32 Asymmetric warfare results 59:59 End of "strategic patience" doctrine 1:00:55 Supreme leader Mojtaba Khamenei 1:01:57 Nuclear weapons 1:03:29 Clear losers of Iran war 1:04:42 Outro
Kyle Grieve discusses the life and career of legendary capital allocator John Malone and details the at times complex strategies that helped him compound capital over decades. IN THIS EPISODE YOU'LL LEARN: 00:00:00 - Intro 00:03:55 - How Malone uncovered fraud and took over Jerrold 00:06:20 - Why risk assessment shaped his “what if not” framework 00:09:21 - How he chose TCI over higher-paying offers 00:11:29 - Creative leverage strategies to survive heavy debt 00:13:23 - Why EBITDA helped reframe TCI's cash economics 00:55:17 - How clustering acquisitions built regional cable dominance 00:18:51 - The Liberty Media spinoff and tax-efficient structuring 00:44:06 - Asymmetric bets that created massive upside for shareholders 00:34:34 - Lessons from disruption and Netflix's streaming threat 00:48:54 - Malone's thoughts on leadership, decentralization, and long-term capital allocation Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Learn how to join us in Omaha for the Berkshire meeting here. Buy Born To Be Wired here. Listen to my episode on the Cable Cowboys here. Follow Kyle on Twitter and LinkedIn. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Check out our We Study Billionaires Starter Packs. Follow our official social media accounts: X | LinkedIn | Facebook. Browse through all our episodes here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: SimpleMining HardBlock AnchorWatch Human Rights Foundation Linkedin Talent Solutions Vanta Unchained Onramp Netsuite Shopify References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor's Podcast Network is not responsible for any claims made by them. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
The United States and Israel have launched strikes on Iran, killing Supreme Leader Ali Khamenei and triggering a full-scale war in the Middle East. As the region descends into conflict, a fascinating debate has emerged about what this means for China: from the surge in Chinese defense stocks and weapons export opportunities, to the collapse of Beijing's landmark Saudi-Iran diplomatic agreement. Is this a strategic disaster for China, or does the chaos actually create unexpected openings? Andrea Ghiselli, research director at The ChinaMed Project and a lecturer in international politics at the University of Exeter, joins Eric to discuss the stark differences in how this conflict is discussed in China and in the Global West.
Run it Red 130 is here! As usual, there's a raft of upcoming music in this show, with fresh sounds from Tensal, RMK, Vinicious Honoraria, Anthony Rother, Fabio Monesi, Skudge and many more (including some upcoming Symbolism and Hardgroove action
Recording date: 25th February 2026The gold mining sector stands at a critical juncture as major producers generate unprecedented free cash flow while consolidation activity remains notably absent. Samuel Pelaez, President & CEO, and Derek Macpherson, Executive Chair at Olive Resource Capital, discussed this disconnect during their February 25, 2026 industry commentary.The BMO Capital Markets conference in Hollywood, Florida concluded without the major corporate announcements typically expected at such gatherings, bringing only B2 Gold's leadership transition instead of the anticipated mega mergers or strategic acquisitions. This surprised both executives given the industry's exceptionally strong financial position.Major producers are now generating extraordinary cash flow. Agnico Eagle reported approximately $11 million in daily free cash flow during Q4 2025, while AngloGold Ashanti posted similar figures. With gold prices having climbed to above $5,000 per ounce, these companies could potentially generate an additional $7-8 million daily. Pelaez characterized the industry as becoming "over capitalized," with substantial cash accumulating on producer balance sheets faster than it can be deployed through dividends and buybacks alone.The executives emphasized that M&A activity must eventually materialize, noting that producer stocks have appreciated approximately 5x since the Great Bear Resources acquisition. This suggests $10 billion takeouts are now mathematically feasible, compared to the $2 billion Great Bear precedent. However, both acknowledged being wrong about timing, with developer valuations remaining "long overdue" to catch up with producers.The key signal they're monitoring is competitive bidding situations with multiple parties pursuing single assets. Once this dynamic emerges, a "herd mentality" should drive rapid consolidation as companies move quickly to secure remaining quality targets.Looking ahead to the PDAC conference in Toronto, both executives plan to identify new opportunities, particularly in copper development assets and Argentina's emerging mining sector. The conference represents a key test of whether the industry will finally deploy its substantial cash reserves toward strategic acquisitions.Sign up for Crux Investor: https://cruxinvestor.com
Guests: Bill Roggio and David Daoud. Hezbollah leader Naim Qassem pledges loyalty to Iran, threatening asymmetric attacks on global U.S. assets if the "mothership" is struck, while organizing for Lebanese elections.15th century
Alexis Carlier, founder of Asymmetric Security, explains how assuming AGI-level intelligent labor should transform cybersecurity from reactive triage to proactive, continuous digital forensics. He breaks down today's threat landscape—from “spray and pray” cybercrime to nation-state IP theft and North Korean “remote workers.” The conversation explores Asymmetric's AI agents for deep investigations, their services-first approach to business email compromise, and how specialized digital forensics may differentially accelerate defensive AI capabilities. Use the Granola Recipe Nathan relies on to identify blind spots across conversations, AI research, and decisions: https://bit.ly/granolablindspot Sponsors: GovAI: GovAI was founded ten years ago on the belief that AI would end up transforming our world. Ten years later, the organization is at the forefront of trying to help decision-makers in government and industry navigate the transition to advanced AI. GovAI is now hiring Research Scholars (one-year positions for those transitioning into AI policy) and Research Fellows (longer-term roles for experienced researchers). Both roles offer significant freedom to pursue policy research, advise decision-makers, or launch new initiatives. Applications close 15 February 2026. Apply at: https://www.governance.ai/opportunities Blitzy: Blitzy is the autonomous code generation platform that ingests millions of lines of code to accelerate enterprise software development by up to 5x with premium, spec-driven output. Schedule a strategy session with their AI solutions consultants at https://blitzy.com Serval: Serval uses AI-powered automations to cut IT help desk tickets by more than 50%, freeing your team from repetitive tasks like password resets and onboarding. Book your free pilot and guarantee 50% help desk automation by week four at https://serval.com/cognitive Tasklet: Tasklet is an AI agent that automates your work 24/7; just describe what you want in plain English and it gets the job done. Try it for free and use code COGREV for 50% off your first month at https://tasklet.ai CHAPTERS: (00:00) About the Episode (04:20) Defining AGI and jaggedness (12:27) Modern cyber threat landscape (Part 1) (19:10) Sponsors: GovAI | Blitzy (22:17) Modern cyber threat landscape (Part 2) (29:58) AI-powered cyber defense (Part 1) (33:31) Sponsors: Serval | Tasklet (36:20) AI-powered cyber defense (Part 2) (42:20) Inside digital forensics workflows (51:52) Bootstrapping AI cyber defense (59:17) Shaping the capability frontier (01:08:44) Future of automated forensics (01:17:59) Outro PRODUCED BY: https://aipodcast.ing
Wealth preservation at the $1M to $10M level isn't about finding the next unicorn; it's about structural discipline. In this solo episode, Sam Silverman dismantles the "Portfolio Paradox", the stress of having high net worth but low liquidity, and reveals his comprehensive framework for deploying $1 million effectively.We move beyond the accumulation mindset to the architecture of allocation, breaking down the specific "jobs" every dollar must play, from providing sleep-at-night liquidity to capturing asymmetric upside.In this episode, we cover:The Portfolio Paradox: Why portfolios that look good on paper often cause massive stress due to illiquidity traps and analysis paralysis.The 5-Point Filter: The rigorous stress test every deal must pass, balancing Yield, Appreciation, Liquidity, Tax Efficiency, and Impact.The 4-Bucket Blueprint: A detailed breakdown of the target allocation: 15% Liquidity, 30% Predictable Income, 40% Long-Term Growth, and 10% Asymmetric Bets.Earning Illiquidity: Why you must "earn" the right to lock up capital in private equity by first establishing a foundation of liquid cash and income.Asymmetric Sizing: The "Zero" Rule for high-risk ventures; how to size bets so that a total loss changes nothing, but a win changes everything.Links & Resources:Newsletter: Join the Mechanics of Money weekly deep dive: https://www.mechanicsofmoney.coInvest: Invest with Silverman Capital: https://silvermancapital.coAbout the Host: Sam Silverman is the Founder of Silverman Capital, a private equity and real estate investment firm. Mechanics of Money is the audio playbook for high-net-worth individuals moving from "High Earner" to "Sophisticated Allocator."
Disruptive warfare is a new concept to counter traditional ideas of mass with technology and unconventional strategies and tactics. How does it work, and what does it mean for airpower? We get answers from Michael Stewart, former head of the Navy's disruptive capabilities office and one of the architects behind the Hellscape defense concept. And we have this week's airpower headlines. All powered by GE!
In this episode of Wine After Work, Bryce sits down with Adam Jackson, CEO and founder of Braintrust, the world's largest user-owned talent network and the company behind Braintrust AIR, the first end-to-end AI recruiting platform built to benefit both companies and talent. Adam shares his entrepreneurial journey—from founding telemedicine giant Doctor on Demand to building Braintrust—and unpacks how AI is fundamentally changing hiring. We dive into what Braintrust AIR actually does, why now is the moment for AI in recruiting, and how technology can finally make hiring faster, fairer, and more human. Plus, we talk misconceptions around AI, how leaders should approach change, and Adam's unexpected creative outlet: running a wine label called Asymmetric. If you're curious about the future of recruiting, talent acquisition, or how AI can work with people instead of replacing them, this episode is a must-listen. What we cover: Adam's career journey and the origin story of Braintrust The vision behind a user-owned talent network What Braintrust AIR is and how it reduces time-to-hire from months to days How AI can improve outcomes for hiring managers and job seekers Common myths about AI in recruiting (and what's actually true) How to lead through technological change Entrepreneurship, creativity, and wine
At the start of the full-scale invasion of Ukraine, Russia held clear naval superiority in the Black Sea. Over the course of the war, Ukraine has developed an asymmetric maritime strategy using unmanned surface vehicles (USVs), achieving strategic effects against a superior naval force.Ukraine has largely shifted from importing complete drone systems to assembling them domestically using foreign components, with China remaining a key supplier of many critical parts. What is more, Ukraine is now preparing to export its drones internationally.In this episode, Katsiaryna Shmatsina, Eurasia Fellow at Lawfare, sits down with Cat Buchatskiy, the Director of Analytics at the Snake Island Institute, to discuss Ukraine's maritime operations in the Black Sea, the use of drones, and the supply chains behind them. Cat leads a team of analysts producing frontline-validated research on modern warfare, defense innovation, and U.S.-Ukraine security cooperation. Read more from the Snake Island Institute on Ukraine's Black Sea's Asymmetric Blueprint and the transformation of a once-nascent drone industry into a critical pillar of national defense.To receive ad-free podcasts, become a Lawfare Material Supporter at www.patreon.com/lawfare. You can also support Lawfare by making a one-time donation at https://givebutter.com/lawfare-institute.Support this show http://supporter.acast.com/lawfare. Hosted on Acast. See acast.com/privacy for more information.
James St. Aubin considers risk and reward in the AI sector, arguing that winners are the ones serving the end user. He thinks that AI is “propping up the economic outlook” and warns there could be asymmetric losses as downside risk climbs. He examines a Fed at odds and what the neutral rate actually might be: “you kind of know it when you see it.”======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
RIR 128 is here! A huge thank you to every artist, label and promo company who sends me music for the shows, the NTS crew and, importantly, every one of you who checks out the shows every month. This one features from killer tracks from Marcel Dettmann, Oscar Mulero (as Dr. Smoke), Seddig, DJ Bone, Zenker Brothers, Electric Rescue and loads more. Hit the charity links if you can, too...
In Episode 6 of Dialed In, Tim and Zach share what the first few weeks of Collected have really looked like—launching while Zach was in Japan, watching hundreds of people sign up, and seeing early users build full profiles and collections without prompting. They break down what's surprising them most on both sides of the market: Insiders leaning into community instantly, and dealers needing real education before changing habits built on spreadsheets, wires, and WhatsApp. The conversation goes deep on why the biggest opportunity isn't just the sale, but everything that happens before it, and how running more of that workflow through Collected creates an asymmetric advantage over time. From CRM automation that helps Dealers find money already sitting in their business, to the standards the industry is heading toward whether it wants to or not, this episode is a candid look at early traction, real frictions, and where the market goes next when buyers and sellers finally operate on the same system.
Air Date 11/21/2025 In an ethical political system, being willing to break the law in order to starve people amid a political dispute wouldn't be a source of greater leverage and power but it is in ours and the shutdown put the wildly different senses of ethics between the parties on full display. Be part of the show! Leave us a message or text at 202-999-3991, message us on Signal at the handle bestoftheleft.01, or email Jay@BestOfTheLeft.com Full Show Notes Check out our new show, SOLVED! on YouTube! BestOfTheLeft.com/Support (Members Get Bonus Shows + No Ads!) Join our Discord community! KEY POINTS KP 1: Government Shutdown or General Strike How to Fight Trumps Agenda - The Socialist Program w Brian Becker - Air Date 11-12-25 KP 2: What Its Like Suing Trump in Court Over SNAP Funding - Boom! Lawyered - Air Date 11-13-25 KP 3: The History of SNAP How Food Stamps Feed America - The Politics of New America - Air Date 11-4-25 KP 4: MAGA Republican ERUPTS Over Major SNAP Consequences As Gross Tantrum Backfires - The Damage Report - Air Date 10-31-25 KP 5: Addressing Food Insecurity With Dignity - The Giving Garden - Air Date 9-3-25 KP 6: Senator Sanders Slams The Surrender Dems - What A Day - Air Date 11-11-25 KP 7: Pope Condemns Trump Hispanics Quit GOP More Illegal Airstrikes How SNAP Boosts The Economy - The David Feldman Show - Air Date 11-10-25 (00:55:53) NOTE FROM THE EDITOR On how to preserve democracy DEEPER DIVES (01:10:38) SECTION A: SHUTDOWN 02:01:39) SECTION B: FOOD INSECURITY (03:19:42) SECTION C: GOP AWFULNESS SHOW IMAGE CREDITS Description: Composite image of the SNAP program logo (food stamps) and a symbol of a stethoscope (healthcare) in a closed cage with a GOP elephant symbol standing on top against a faded American flag background. Credit: Internal composite design. Elements from Pixabay | Pixabay license | and UDSA Produced by Jay! Tomlinson Visit us at BestOfTheLeft.com Listen Anywhere! BestOfTheLeft.com/Listen Listen Anywhere! Follow BotL: Bluesky | Mastodon | Threads | X Like at Facebook.com/BestOfTheLeft
Send us a textIn this episode, an experienced angel investor explains how she evaluates founders, the value of firsthand problem knowledge, and why the best investments balance limited downside with exponential upside.Learn her million-dollar lesson: success comes from focusing on asymmetry, people, and time.https://familyoffices.com/
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.
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.
Vic is a successful Board Advisor, AI Strategist, and Innovator whose mission in life is to help the most people possible make the most money through business, technology, and science. Website: http://aihrdojo.com/ LinkedIn: https://www.linkedin.com/in/vic-ako/ BlueSky: https://bsky.app/profile/vicako.bsky.social Newsletter: https://opportunity-report.beehiiv.com/ (Asymmetric opportunities for ambitious builders. Each week: a validated venture blueprint worth $10M+, complete with go-to-market strategy and exit path.) CallumConnects Micro-Podcast is your daily dose of wholesome leadership inspiration. Hear from many different leaders in just 5 minutes what hurdles they have faced, how they overcame them, and what their key learning is. Be inspired, subscribe, leave a comment, go and change the world!
Vic is a successful Board Advisor, AI Strategist, and Innovator whose mission in life is to help the most people possible make the most money through business, technology, and science. Website: http://aihrdojo.com/ LinkedIn: https://www.linkedin.com/in/vic-ako/ BlueSky: https://bsky.app/profile/vicako.bsky.social Newsletter: https://opportunity-report.beehiiv.com/ (Asymmetric opportunities for ambitious builders. Each week: a validated venture blueprint worth $10M+, complete with go-to-market strategy and exit path.) CallumConnects Micro-Podcast is your daily dose of wholesome leadership inspiration. Hear from many different leaders in just 5 minutes what hurdles they have faced, how they overcame them, and what their key learning is. Be inspired, subscribe, leave a comment, go and change the world!
Get Sam's ChatGPT Executive Coach Playbook - his exact system for everything from revenue optimization to life decisions: https://clickhubspot.com/skm Episode 757 Sam Parr ( https://x.com/theSamParr ) shares his formula for how to live a good life. — Show Notes: (0:00) Step 1: Don't Have a Best Friend (2:45) Step 2: Don't Decide (7:01) Step 3: Don't Set Goals (13:54) Step 4: Keep Pivoting (16:23) Step 5: Don't Buy the Index — Check Out Shaan's Stuff: • Shaan's weekly email - https://www.shaanpuri.com • Visit https://www.somewhere.com/mfm to hire worldwide talent like Shaan and get $500 off for being an MFM listener. Hire developers, assistants, marketing pros, sales teams and more for 80% less than US equivalents. • Mercury - Need a bank for your company? Go check out Mercury (mercury.com). Shaan uses it for all of his companies! Mercury is a financial technology company, not an FDIC-insured bank. Banking services provided by Choice Financial Group, Column, N.A., and Evolve Bank & Trust, Members FDIC — Check Out Sam's Stuff: • Hampton - https://www.joinhampton.com/ • Ideation Bootcamp - https://www.ideationbootcamp.co/ • Copy That - https://copythat.com • Hampton Wealth Survey - https://joinhampton.com/wealth • Sam's List - http://samslist.co/ My First Million is a HubSpot Original Podcast // Brought to you by HubSpot Media // Production by Arie Desormeaux // Editing by Ezra Bakker Trupiano
Vic is a successful Board Advisor, AI Strategist, and Innovator whose mission in life is to help the most people possible make the most money through business, technology, and science. Website: http://aihrdojo.com/ LinkedIn: https://www.linkedin.com/in/vic-ako/ BlueSky: https://bsky.app/profile/vicako.bsky.social Newsletter: https://opportunity-report.beehiiv.com/ (Asymmetric opportunities for ambitious builders. Each week: a validated venture blueprint worth $10M+, complete with go-to-market strategy and exit path.) CallumConnects Micro-Podcast is your daily dose of wholesome leadership inspiration. Hear from many different leaders in just 5 minutes what hurdles they have faced, how they overcame them, and what their key learning is. Be inspired, subscribe, leave a comment, go and change the world!
Day 1,321.Today, we break down Ukraine's escalating drone war targeting Russian industry and examine how Ukrainian intelligence claims China supplied satellite imagery of US-funded factories. We also cover the latest riots in Georgia and election results in Czechia, analysing what they reveal about European political stability. Later, following a weekend of explosions across Russia and occupied Crimea, a RAND Corporation analyst joins us to assess Putin's weakening oil industry, the potential breaking point for Russia's energy sector, and how a proposed European “drone wall” could reshape the continent's defences.Contributors:Dominic Nicholls (Associate Editor of Defence). @DomNicholls on X.Francis Dearnley (Executive Editor for Audio). @FrancisDearnley on X.With thanks to RAND Analyst Michael Bohnert.CONTENT REFERENCED:‘The Battle for Odesa: Ukraine's Culture War' (Francis & Dom Video Documentary):https://www.youtube.com/watch?v=28HqbQLYGMM Europe is facing its ‘Pearl Harbor moment' (Landbergis in The Telegraph):https://www.telegraph.co.uk/world-news/2025/10/05/europe-faces-pearl-harbor-moment/ Georgia's presidential palace ‘attacked' after pro-Russia party's win (The Telegraph):https://www.telegraph.co.uk/world-news/2025/10/05/georgia-protests-presidential-palace-georgian-dream-tbilisi/ Santander hires former head of British Army (The Telegraph):https://www.telegraph.co.uk/business/2025/10/06/santander-hires-former-head-of-british-army/ BOOK NOW: 'UKRAINE: THE LATEST' LIVE, IN-PERSON:Join us for an in-person discussion and Q&A at the distinguished Honourable Artillery Company in London on 22nd October at 7pm.Our panel includes General Sir Richard Barrons, former head of UK Joint Forces Command and latterly one of the authors of Britain's Strategic Defence Review, and Orysia Lutsevych, head of the Ukraine Forum at the Chatham House think tank. Tickets are open to everybody and can be purchased at:https://www.squadup.com/events/ukraineliveThey are going fast, so don't delay!SIGN UP TO THE ‘UKRAINE: THE LATEST' WEEKLY NEWSLETTER:http://telegraph.co.uk/ukrainenewsletter Each week, Dom Nicholls and Francis Dearnley answer your questions, provide recommended reading, and give exclusive analysis and behind-the-scenes insights – plus maps of the frontlines and diagrams of weapons to complement our daily reporting. It's free for everyone, including non-subscribers.Subscribe: telegraph.co.uk/ukrainethelatestEmail: ukrainepod@telegraph.co.uk Hosted on Acast. See acast.com/privacy for more information.
Vlad Tenev, CEO of Robinhood joins Cem Karsan at the Hood Summit in Las Vegas, for a timely conversation about the shifting edge in markets. From memories of hyperinflation in Bulgaria to unlocking tools once reserved for institutions, Vlad outlines how Robinhood is positioning retail for a different kind of market regime. Futures, short selling, 24-hour options, AI-driven trade simulation, and embedded social features aren't just upgrades - they're signals. With market structure evolving and a historic wealth transfer underway, this episode captures a platform staking its claim on the next generation of capital allocators - and the volatility they'll inherit.-----50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE-----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT's TRUE ? – most CIO's read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.Learn more about the Trend Barometer here.Send your questions to info@toptradersunplugged.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Cem on Twitter.Episode TimeStamps: 01:27 - Introduction to Vlad Tenev05:11 - Big announcements from Robinhood09:15 - Tenev's favorite commodities12:13 - Lets talk about options!18:20 - How AI can benefit options trading21:56 - Short selling is coming to Robinhood25:44 - The path to making Robinhood more resilient28:02 - The great transfer of wealth31:17 - How Robinhood differentiates themselves from other platforms33:35 - Creating a broader army37:23 - What is Robinhood most excited for going forward?Copyright © 2025 – CMC AG – All Rights Reserved----PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey:1. eBooks that cover key topics
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