Podcasts about Asymmetric

Send us Fan MailMike Preshman didn't start out planning to build a 220-unit multifamily portfolio. With a background in computer science and tech entrepreneurship, his entry into real estate began almost accidentally—with a vacation home on Cape Cod.That first property opened his eyes to the income potential of real estate. He added more vacation rentals before realizing that the model was difficult to scale. Over the next decade, Mike shifted toward multifamily properties throughout Greater Boston and the Northeast, ultimately building his portfolio without bringing in outside equity investors.In this episode of Weiss Advice, Mike explains why his strategy has centered on cash flow, downside protection, and owning assets that can be held for the long term rather than relying on appreciation and a future sale.He also shares the contrarian philosophy behind his investing: “Be a cat when everybody's a dog.” When investors pile into the hottest markets and strategies, Mike would rather look for opportunities others are overlooking.The conversation goes beyond real estate into decision-making, masterminds, poker, asymmetric risk, and why successful investing requires being comfortable making decisions when the outcome is uncertain. Mike also explains how his definition of success has evolved—and why building wealth today is increasingly tied to a much bigger mission.Timestamps00:52 – Mike's journey from tech entrepreneur to real estate investor 01:56 – The accidental vacation rental that started everything 07:15 – Why Mike wants “generational assets” instead of playing real estate “hot potato” 12:19 – “Be a cat when everybody's a dog”: Mike's contrarian investing philosophy 15:00 – Masterminds, surrounding yourself with growth-minded people, and avoiding shiny objects 19:51 – What poker taught Mike about investing and decision-making under uncertainty 21:55 – Avoiding paralysis by analysis and taking risks that won't wipe you out 27:17 – Asymmetric risk: protecting the downside while preserving the upside 30:45 – What success means to Mike today 32:49 – The ambitious lifetime giving goal that became Mike's North StarMike's story is a reminder that building wealth doesn't necessarily require following the hottest market, raising large amounts of outside capital, or constantly selling assets. Sometimes the bigger opportunity comes from thinking independently, protecting the downside, and building something you're comfortable owning for decades.Connect with Mike:https://www.linkedin.com/in/mike-preshman-4347a31/LEAVE A 5-STAR REVIEW by clicking this link.WHERE CAN I LEARN MORE?Be sure to follow me on the below platforms:Subscribe to the podcast on Apple, Spotify, Google, or Stitcher.LinkedInYoutubeExclusive Facebook Groupwww.yonahweiss.comNone of this could be possible without the awesome team at Buzzsprout. They make it easy to get your show listed on every major podcast platform.Support the showSupport the show

Stijn Schmitz welcomes back Don Durrett to the show. Don is an Author, Investor, and the Founder of GoldStockData. Don outlines his multi-stage debt bubble framework driving his bullish gold outlook, arguing the US has passed a point of no return on its fiscal path. He describes seven phases, from the bubble’s formation to the eventual “doom loop” recognition, and believes recent Treasury interventions signal the start of stage five. This deteriorating bond market confidence, he argues, creates an extremely asymmetric opportunity for gold and silver, with gold’s floor around $3,750 and a long-term target of $15,000, while silver could reach between $200 and $500. Durrett sees the current gold bull market as having started in early 2020, with the real momentum beginning in 2024. He expects a near-term correction in gold back toward the $4,200 level before a powerful second leg higher begins around November or December. This second leg, he emphasizes, is historically the easiest and most profitable phase because it is when mining stocks finally begin to outperform the metals, attracting broader investor interest. He notes that miners only started outperforming gold in July, a development he links directly to the onset of government bond market interventions. The conversation highlights the significant leverage available in precious metals miners due to the sector’s small universe of quality producers. Durrett explains his speculative, buy-the-dip approach, aiming for multi-bagger returns and managing a portfolio of over 170 stocks with an expectation that 30% will disappoint. He stresses the importance of patience, selling underperforming “dogs” for tax-loss purposes, and not taking profits too early in what he views as a paradigm-shifting, one-time trade. He concludes by directing experienced investors to his data tool, Goldstockdata.com, and newcomers to his book for foundational education on analyzing mining stocks. Timestamps: 00:00:00 – Introduction 00:01:12 – Gold Bull Market History 00:04:19 – First Leg and Correction 00:09:25 – Fundamental Drivers of Gold 00:12:22 – Debt Bubble Stages Explained 00:20:22 – Interventions and Stage Five 00:23:32 – Silver Monetary and Industrial Role 00:28:13 – Silver Gold Ratio Analysis 00:29:30 – Gold Re-Rating Potential 00:34:49 – Golden Legs Up 00:38:00 – Fifteen Thousand Dollar Gold Target 00:44:23 – Portfolio Defense Strategy 00:51:04 – Goldstockdata.com and Book Guest Links: Website: https://www.goldstockdata.com X: https://x.com/DonDurrett Substack: https://dondurrett.substack.com YouTube: https://www.youtube.com/@DonDurrett Gold Book: https://www.amazon.com/How-Invest-Gold-Silver-investors/dp/1427650241/ref=sr_1_3?ie=UTF8&s=books&qid=1291065729&sr=1-3 Blog Posts: https://seekingalpha.com/author/don-durrett Don Durrett received an MBA from California State University Bakersfield in 1990. He has worked in IT-related positions for 20+ years. He has been a gold investor since 1991, with a focus on Junior Mining stocks since 2004. Realizing the value of investing in gold and silver and noticing the lack of available material for first-time investors, Don set out to provide information. First, he wrote a book, How to Invest in Gold & Silver: A Complete Guide with a Focus on Mining Stocks. He followed up the book with a website (www.goldstockdata.com) to provide data, tools, and analysis for gold and silver stock investors. His gold and silver mining stock newsletter is widely regarded as one of the best. He is a frequent guest on financial podcasts and a contributor to SeekingAlpha.com.

01 : ANA RS_Lost In The Fire (0'00) (Illegal Alien / 2024) 02 : ADAM BEYER_Heading South (3'40) (Drumcode / 2023) 03 : DROP.E_Infinito Letargo (8'20) (PWCCA Reform) (Signal LTD / 2024) 04 : BARTIG MOVE_Retaguardia (12'30) (Air Sound Records / 2024) 05 : HOLLEN_Turn Around (17'30) (JAM / 2023) 06 : ADRIANA LOPEZ_Broken (22'00) (Fuse Imprint / 2024) 07 : ALEXEY DUNCHYK_Is For Noise (26'20) (Faut Section / 2024) 08 : OLYMPIC POOL MAINTENANCE LEAGUE_Tough Cookies (30'10) (Unknown Territory / 2023) 09 : OSCAR ESCAPA_Obscure Resonance (34'40) (Planet Rhythm / 2024) 10 : PHILIPPE PETIT_Pergamy (39'10) (Symbolism / 2024) 11 : SINTOMA_Trimetrica 9 (42'50) (Olympian / 2024) 12 : ADLAS_Magnetic (46'20) (Hayes / 2024) 13 : RAUL YOUNG_Affright (51'00) (MB Electronics / 2024) 14 : INIGO KENNEDY_Elbow Grease (54'00) (Asymmetric / 2024) 15 : JACOPO SUSINI_Dirty Vision (57'20) (JAM / 2024) 16 : JURI HEIDEMANN_Transverse (61'00) (Quartz Records / 2023) 17 : BEN REYMANN_Converging (65'30) (Unissued / 2024) 18 : STERAC_The Time Is Now (70'20) (Dekmantel / 2024) 19 : CONRAD VON ORTON_New Devotion (74'50) (Emerald / 2024) 20 : OLIVER DEUTSCHMANN_Lahr (78'50) (FLASH Recordings / 2024)

No Agenda Episode 1899 - "Asymmetric Intimacy" Asymmetric Intimacy" Executive Producers: Stuart Greene Jessica Greene Sir Sala Hauser Sir Ty of God's Flat Earth Eric Wilka Dr. Sir OneAwesome Jason PhD. Tom Beben Katherine Nicholas Sir JoFo Peter Bickford Raymond Lee (switcheroo from Indy NA Meetup) Indy NA Meetup The Sydney No Agenda Meetup Mob — Sir Chris Wilson Associate Executive Producers: Manuka Gold Family — manukagold.com (code TREASURE) Eli The Coffee Guy — Gigawatt Coffee Roasters (code ITM20) Annette Miller (switcheroo from Indy NA Meetup) Indy NA Meetup Linda Lupatkin — Imagemakers Ink, Duchess of Jobs Knights and Dames: Stuart Greene > Sir Troubleshooter Raymond Lee > Sir Raymond Jessica Greene > Dame Doula at your Cervix Annette Miller > Dame Near Perfect Order of the Ant: Stuart Greene Jessica Greene Sir Sala Hauser Sir Ty of God's Flat Earth Eric Wilka Dr. Sir OneAwesome Jason PhD. Tom Beben Katherine Nicholas Sir JoFo Peter Bickford Raymond Lee End of Show Mixes: Jus Baker (Where's The Beef) Jus Baker (All-In Jason Calacanis) Jus Baker (The Biggest Oil Deal) Art By: Tyler Brown Mark van Dijk - Systems Master Ryan Bemrose - Program Director Back Office Jae Dvorak Chapters: Dreb Scott Clip Custodian: Neal Jones Clip Collectors: Steve Jones & Dave Ackerman No Agenda Peerage RSS Podcast Feed Last Modified 08/30/2026 15:55:34 by Freedom Controller

Overview of processor, assembler, and emulators for the Atari 2600. Creating Atari 2600 game files from 6502 assembly with DASM. Running created games using the Z26 Atari emulator. Example of displaying KNOX in Morse Code on the Atari 2600. How to use an Asymmetric playfield to display KNOX graphically on the screen. Helper tool for … Continue reading Atari 2600 – Knox Game Design, August 2026 →

An adversary's numerical advantage is something Australia faces across all domains, but the cyber domain is one area where Australia can offset that advantage, building true asymmetric capabilities. The cyber battlespace has undergone a step change with the arrival of frontier AI models. What took penetration testers two years to accomplish, Tom Scully from Palo Alto Networks completed in three weeks when paired with Claude's Mythos model. That compression has collapsing vulnerability windows and forces a fundamental rethink of how Defence operates its security operations centres. The asymmetry cuts both ways. Attackers now possess tools that dramatically compress exploitation timelines. But for the first time in cyber space, defenders can achieve parity through agentic AI – autonomous agents embedded in security operations that multiply human operator capacity by orders of magnitude. Palo Alto's own security operations centre covers 23,000 users across eight data centres and 85,000 customers with just 15 people across two global locations operating 24/7/365. That scale is impossible without AI and machine learning disciplined into an integrated platform. Now, agentic AI adds the next layer: individual security operators deploying multiple AI agents to handle discrete tasks – network analysis, endpoint evaluation, reverse engineering – each agent maintaining human oversight yet operating with delegated authority. The critical challenge is governance. Only 6 per cent of organisations possess AI governance frameworks. Scully emphasises that the framing is not about free will; it resembles a military command structure. Commanders delegate authority, set rules of engagement, define reporting protocols and remain accountable for outcomes. AI agents operate identically – given clear direction, guardrails and escalation paths. Australia must urgently establish governance standards aligned to ISO 42001 or NIST frameworks, then enforce those standards through security tooling. Without that foundation, organisations will struggle to defend against attackers armed with frontier AI. The decisive question is not whether to deploy agentic AI, but whether Defence can implement it faster than adversaries exploit the window before our cyber defences mature. Enjoy the podcast, The Defence Connect Spotlight team

With or without agents, the cost of failure is asymmetric for attackers and defenders.An attacking agent that fails risks getting caught. A defending agent that fails risks taking down its own business.In this episode of the mnemonic security podcast, Robby is joined by Matteo Strada, a cybersecurity engineer and researcher specialising in AI security.Drawing on his blog post, The Asymmetric Future of AI and Cybersecurity, they explore the guardrail paradox exposed by the recent OpenAI–Hugging Face incident, the growing case for local and open-source models in the enterprise, and how much control companies are giving up when they build critical workflows on top of frontier AI models.https://mstrada.me/posts/aicybersecSend us Fan Mail

In this episode, I enjoy a captivating conversation with Justin Schreiber, CEO, and co-founder of Terret. We explore the revolutionary concept of asymmetric growth, boosting top-line sales while driving down costs, a seemingly utopian vision for sales organisations. With his extensive experience across multiple business functions, Justin highlights the transformative power of technology, particularly AI, in redefining the sales landscape. The discussion delves into Justin's rich career trajectory, starting from childhood inspiration drawn from a simple game of Mousetrap to strategic roles at major corporations like McKinsey, Siebel, and LinkedIn. Justin unveils the inherent challenges sales teams face with CRM systems and shares how Terret's innovative platform acts as a ‘McKinsey consultant’ and ‘F1 pit crew’ for sales, effectively balancing human interaction and technological precision. Moreover, listeners will gain insight into how Terret is redefining sales roles and processes in a show-me world, encouraging agility and precision for increased efficiency and customer satisfaction. To connect with Justin and to learn more about what he does, please go to: LinkedIn – https://www.linkedin.com/in/justinshriber/ Website – https://www.terret.ai/

On this week's episode of Windbreaker, Yahtzee, JM8, and Jesse Galena discuss about the wonderful world of asymmetric horror games. Second Wind is fully independent, employee-owned and fan-funded. Consider supporting us on Patreon for as little as $1/month at patreon.com/SecondWindGroup

The biggest breakthroughs often require risk. But smart entrepreneurs never gamble the entire business on one idea. In this episode of The Level Up Podcast, Paul Alex breaks down how asymmetric bets allow founders to pursue massive upside while keeping the potential downside limited and controlled. Playing completely safe creates average returns. Reckless risk can destroy everything. The goal is to protect your core business, use excess profits to fund experiments, and take calculated swings that could multiply your results. In this episode, you'll learn: • How asymmetric bets create large upside with limited downside• Why small, calculated risks can produce exponential returns• Why your core operations must be stable before funding aggressive experiments• How disciplined risk management removes fear from innovation The truth is simple: Never risk the foundation of the business. Protect the baseline. Allocate a controlled amount of capital. Take the swing. You do not need every experiment to succeed. You only need one major winner to change your financial future. Your Network is your NETWORTH! Make sure to add me on all SOCIAL MEDIA PLATFORMS: Instagram: https://jo.my/paulalex2024Facebook: https://jo.my/fbpaulalex2024YouTube: https://www.youtube.com/channel/UCGhDAD1JyGGzSQUPD9lc9HQLinkedIn: https://jo.my/inpaulalex2024 Looking for a secondary source of income or want to become an entrepreneur? Check out one of my companies below to see if we can help you: www.CashSwipe.com FREE Copy of my book “Blue to Digital Gold - The New American Dream”www.officialPaulAlex.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Matt Faircloth talks to Buck Joffrey, a real estate expert, host of the Wealth Formula Podcast, and a former medical professional who transitioned into passive investments and asset-based wealth-building. His unique perspective combines a deep understanding of macroeconomics, real estate, and entrepreneurial mindset. This episode is essential listening if you're a real estate investor feeling the pinch but also sensing the underlying shifts that could lead to massive opportunities. Whether you're experienced or just starting out, Buck's insights will give you clarity on how to act now before the market begins to recover. Buck Joffrey A board-certified surgeon turned serial entrepreneur, real estate investor Based in: Santa Barbara, California Where to find them: https://www.linkedin.com/in/buck-joffrey-md https://wealthformula.com/ Book your free demo today at bill.com/bestever and get a $100 Amazon gift card. Visit https://malabarhillcapital.com/ for more info. Podcast production done by⁠ ⁠Outlier Audio⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

The Avispas Negras were never designed to compete with the resources of JSOC or the SAS — they were designed to make that comparison irrelevant, building a covert direct action capability around small, highly trained, deniable five-person teams that could operate in denied environments, execute rapid response missions, and conduct unconventional warfare with Soviet-era equipment modified specifically to confuse attribution and limit the intelligence signature left behind. Tracing their origins from 1970s operations in Angola through their recent demonstration of capabilities during high-stakes operations in Venezuela, the Black Wasps represent a masterclass in how a sanctioned, resource-constrained state builds covert operational reach through human capital investment, multinational training pipelines, and indigenous innovation when access to Western technology and supply chains is simply not an option. This episode dissects the full operational architecture of Cuba's most elite and least understood unit, examining what their model reveals about the future of asymmetric covert operations, how small states project power through specialized forces, and why the Avispas Negras deserve serious attention from anyone studying the evolving global special operations landscape

All links and images can be found on CISO Series Check out this post for the discussion that is the basis of our conversation on this week's episode co-hosted by me, David Spark, the producer of CISO Series, and George Finney, CISO, University of Texas System. Joining is Sean Walls, CISO, Bob's Discount Furniture. In this episode: Asymmetric accounting Sometimes it really is that easy The spirit of the saying The cheapest way in A huge thanks to our sponsor, Native Security Native is the Cloud Security Control Plane. It helps enterprises enforce secure-by-design architecture across multi-cloud environments by translating security intent into the cloud provider's built-in controls, previewing impact before rollout, and keeping enforcement aligned as the environment changes.

หลายครั้งเราใช้ชีวิตเหมือนกำลังเล่นเกมที่มีเป้าหมายเดียวคือ “อย่าแพ้” จนทำให้เราไม่กล้าลองสิ่งใหม่เพราะกลัวผิดพลาด ไม่กล้าเปลี่ยนทางเพราะกลัวตัดสินใจพลาด ไม่กล้าทำตามความฝันเพราะกลัวล้มเหลว แต่ Graham Weaver นักลงทุน ผู้ก่อตั้ง Alpine Investors และอาจารย์จาก Stanford Graduate School of Business กลับมองว่าวิธีคิดแบบนี้อาจทำให้เรา “เล่นเล็ก” กว่าที่ควรจะเป็น . เขาจึงเสนอแนวคิด “Asymmetric Life” หรือการใช้ชีวิตที่ไม่ได้มัวแต่หลีกเลี่ยงความเสี่ยง แต่กล้ามองหาโอกาสที่คุ้มค่าพอให้ลงมือทำ มาดูกันว่า 4 หลักคิดนี้จะช่วยให้เราเลิกใช้ชีวิตแบบกลัวแพ้ และกล้าใช้ชีวิตในแบบที่ตัวเองต้องการมากขึ้นได้อย่างไร . #พัฒนาตัวเอง #ข้อคิด #Missiontothemoon #missiontothemoonpodcast

หลายครั้งเราใช้ชีวิตเหมือนกำลังเล่นเกมที่มีเป้าหมายเดียวคือ “อย่าแพ้” จนทำให้เราไม่กล้าลองสิ่งใหม่เพราะกลัวผิดพลาด ไม่กล้าเปลี่ยนทางเพราะกลัวตัดสินใจพลาด ไม่กล้าทำตามความฝันเพราะกลัวล้มเหลว แต่ Graham Weaver นักลงทุน ผู้ก่อตั้ง Alpine Investors และอาจารย์จาก Stanford Graduate School of Business กลับมองว่าวิธีคิดแบบนี้อาจทำให้เรา “เล่นเล็ก” กว่าที่ควรจะเป็น . เขาจึงเสนอแนวคิด “Asymmetric Life” หรือการใช้ชีวิตที่ไม่ได้มัวแต่หลีกเลี่ยงความเสี่ยง แต่กล้ามองหาโอกาสที่คุ้มค่าพอให้ลงมือทำ มาดูกันว่า 4 หลักคิดนี้จะช่วยให้เราเลิกใช้ชีวิตแบบกลัวแพ้ และกล้าใช้ชีวิตในแบบที่ตัวเองต้องการมากขึ้นได้อย่างไร . #พัฒนาตัวเอง #ข้อคิด #Missiontothemoon #missiontothemoonpodcast 

Stijn Schmitz welcomes Trader Ferg to the show. Trader Ferg is a Full-time Trader and the Author of the Trader Ferg Substack. Trader Ferg shares his current market views, highlighting several contrarian opportunities built around long-term, underappreciated assets. He remains bullish on scarce resources like thermal coal, where tight supply and Asian demand support high-quality names, though pure-play options are limited. In energy, he sees an asymmetric upside and prefers long-dated options on integrated trading houses like Shell, leveraging torque to Brent and LNG while benefiting from volatility through their opaque but highly profitable trading arms. He also points to offshore engineering and oil services as an underinvested niche with rock-bottom valuations, already showing outperformance and strong earnings visibility. A key theme is the shift toward resilient, capital-light business models. Trader Ferg is particularly enthusiastic about emerging market exchange operators, which he views as inflation-protected, high-margin plays that have been out of favor due to a strong US dollar but are poised for a decade of growth as global capital flows rotate. In gold, he sees a structural bull market driven by de-dollarization and central bank buying, though near-term consolidation is likely after flushing out speculative tourists. He advocates a patient, long-horizon approach, cautioning against short-term futures and binary geopolitical bets, which have historically been unprofitable for him. Instead, he emphasizes buying cheap, hated assets with robust free cash flow and letting time and volatility work in his favor. Throughout the discussion, he stresses the importance of stress-testing assumptions, learning from mistakes, and focusing on durable trends rather than short-term noise, insights he regularly shares through his Substack. Timestamps: 00:00:00 – Introduction 00:00:52 – Current Market Opportunities 00:02:44 – Exchange Operators Theme 00:04:27 – Oil Services and Offshore 00:08:24 – Oil Market Supply Dynamics 00:17:19 – China Flexibility in Energy 00:25:45 – Hormuz & Concerning Timlines 00:27:07 – Fertilizers Agriculture and Sulfur 00:29:08 – Sulphur Supply Thoughts 00:32:37 – Thermal Coal Supply Demand 00:44:00 – Gold Market and Producers 00:45:55 – Long Term Inflation Strategies 00:50:33 – Exchange Operations 00:52:50 – Concluding Thoughts Guest Links: Substack: https://traderferg.substack.com/ X: https://x.com/trader_ferg Trader Ferg is a Full-time trader for going on 8+ years now. He has a habit of hanging out in hated corners of the market that are considered uninvestable. He enjoys sharing his research and thoughts about possible trades and markets.

Gordon Chang and Rick Fisher analyze China's "grayzone" activities and maritime intimidation near Taiwan. They discuss the deployment of massive Coast Guard vessels and Taiwan's asymmetric defense strategy to prevent beach invasions. (12)1950 NAIROBI

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 (00:00:48) How Wix Was Founded (00:23:46) Why Clients Keep Using Wix (00:26:19) How Much of Wix Is Actually Vulnerable to AI (00:35:32) Why Wix Is More Sticky Than It Seems (00:37:01) Whether Vibecoding Is Likely to Disrupt Drag-and-Drop Website Building (00:45:34) Why Base44 Could Change the Entire Investment Case (01:01:25) How Wix Could Survive and Turn Into a Multibagger (01:04:29) Valuation Discussion of Wix (01:09:21) Whether Shawn and Daniel Add Wix to the Intrinsic Value Portfolio Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. 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: ⁠Fiscal.AI⁠ 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

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

Capital Flows and Jaymes Rosenthal join The Rollup to discuss how the PUR gamma squeeze is already happening.Capital Flows and Jaymes Rosenthal are macro traders and HyperLiquid analysts.The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.Timestamps00:00 Intro And Disclosures01:04 Capital Flows Macro Background04:37 Jaymes Poker To Trading06:09 GameStop Style Squeeze Thesis07:23 Credit Cycle Context Explained09:01 HYPE Up Bitcoin Down10:39 PUR Best HL Expression11:53 Goldman Skipped The ETF12:09 Gamma Squeeze Mechanics Explained15:07 PUR Meme Potential Explained17:53 Gamma Squeeze 10122:14 ETFs Dilute PUR Options?24:14 PUR vs ETF Active Management28:55 Bitcoin Not Cooperating Question32:07 Bitcoin's Burden Of Proof37:11 HL vs CME ICE Cboe41:17 WSJ Calls HL Convenience Store44:39 Wall Of Capital ComingGuest Socials:Capital Flows X: https://x.com/GlobalflowsJaymes Rosenthal X: https://x.com/jaymesrosenthalPartners:Better than Banks. Transparent capital efficiency earning the highest yields in DeFi. Learn more here: https://infinifi.xyz/---APYX - Enhanced Digital Credit Yield, Onchain | On Track to Become the Largest Holder of STRC. https://apyx.fi/---Dinari - Over 230 1:1 backed tokenized stocks, ETFs & more with dividends. US-based SEC transfer agent. Available on 5+ chains & via API. https://dinari.com/---Relay is the fastest and most reliable way to swap any token on any chain. Learn more here: https://relay.link/bridge---Zama is an open source cryptography company that builds state-of-the-art Fully Homomorphic Encryption (FHE) solutions for blockchain.Learn more here: https://www.zama.org/---Trezor is the creator of the first-ever hardware wallet. Securing crypto for 2M+ users worldwide. 100% open source. Learn more here: https://affil.trezor.io/aff_c?offer_id=133&aff_id=36664---

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

What does it take to destroy a lifetime of hard-won character, a thriving church, or a precious relationship? Far less than we think. Drawing from Ecclesiastes 10:1-3, Pastor Dorrell confronts the terrifying asymmetry of moral failure — the sobering truth that a single act of folly can corrupt what took decades to build. Just as dead flies ruin a costly perfume, small and tolerated indiscretions corrupt the heart slowly, reshaping us from the inside long before anyone else notices the damage. Examine the hidden compartments of your own life, remove what has been left to rot, and guard with vigilance the precious things God has entrusted to you.Eastland is a Place to BelongEastland Baptist Church is located in Tulsa, Oklahoma. We are a welcoming and close-knit family community that loves to care for each other through the Church. We strongly believe in loving and supporting each other and our neighbors. Our members don't just attend our Church; they feel a strong sense of belonging.Join UsFind service times and our location at https://www.eastlandbaptist.org/join.Connect with UsWebsite: https://www.eastlandbaptist.orgFacebook: https://www.facebook.com/eastlandbaptisttulsaInstagram: https://www.instagram.com/eastlandbaptistTo support the ministry of Eastland Baptist Church, tap here: https://www.eastlandbaptist.org/give

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.

Chuck Todd opens with the latest from the Iran war: the Saudis have now denied the U.S. military access to strikes from their bases and airspace, the U.S. cannot claim any net positive from this conflict, and Trump's best realistic outcome is some version of the Obama nuclear deal 2.0. He notes that both sides are being squeezed — Iran can't keep this going forever either — but warns that beyond the immediate political damage to Trump, the war has handed China tremendous long-term leverage, AI spending is the only reason the U.S. economy hasn't already tanked, and asymmetric warfare has once again proven it can beat superpower militaries. He argues Trump's request for $1 billion in taxpayer funds for a White House ballroom is political suicide — if Obama had made the same ask, the media firestorm would have been deafening — and that Congress approving the money would be handing Democrats an enormous political gift. He flags the FBI's new investigation into Virginia Democrat Louise Lucas, warns that nothing coming from Trump's DOJ can be trusted at face value, and argues the trumped-up charges against James Comey create reasonable doubt about every other case the administration brings. He warns the administration is actively poking the bear with African American voters in ways that could supercharge Black turnout and reshape the midterm calculus, flags the FBI investigation related to The Atlantic's story on Kash Patel's drinking (the bureau denies investigating the reporter, but the careful language suggests a leak investigation exists. He closes with a beautiful and personal commencement-style address to the graduating class of 2026 as his daughter prepares to walk. Finally, he answers listeners’ questions in the “Ask Chuck” segment. Try ShipStation free for 60 days with full access to all features, No credit card needed! Go to https://ShipStation.com and use code TODDCAST for 60 days for free! 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. Link in bio or go to https://getsoul.com & enter code TODDCAST for 30% off your first order. Timeline: (Timestamps may vary based on advertisements) 00:00 Chuck Todd’s introduction 04:30 Saudis have denied U.S. military access to bases & airspace 06:00 Trump is only going to get the nuclear deal 2.0 at best 07:30 Iran can’t keep this going as well, both sides being squeezed 08:30 U.S. can’t claim any net positive from this war 09:30 This is bad for Trump politically, but it’s bad for the US long-term 10:15 Trump has handed China tremendous leverage 11:00 AI spending is the only reason the U.S. economy hasn’t tanked 12:30 Asymmetric warfare beats superpower militaries 14:15 Greenlighting $1B in taxpayer funds for ballroom is political suicide 15:15 If Obama made the same ask, there would be a media firestorm 16:00 Congress giving Dems a huge political gift by approving funds 17:15 FBI launches investigation into Virginia dem Louise Lucas 18:30 You can’t trust the narratives from Trump’s DOJ 20:00 Trumped up charges against Comey create doubt in other cases 20:45 Administration is poking the bear with African Americans voters 22:00 Supercharged black turnout would change midterm election calculus 23:00 FBI investigation into Atlantic story about Kash Patel’s drinking 23:45 FBI denies investigating the reporter who broke the story 24:30 Denial language suggests a leak investigation exists 26:00 Worried about the future and for this graduating class 28:30 Chuck’s advice for the graduating class of 2026 29:15 Graduates are heading into a very uncertain future 29:45 Adulthood is not a race, don’t always need to hurry 31:00 The first job you take isn’t your forever job 32:00 Don’t confuse a setback with failure 32:45 Respect your elders and respect experience 35:00 Don’t be embarrassed by your struggles or disregard someone else’s 36:00 Life happens. Don’t wait for the perfect time for something 37:15 Road trips are the best way to learn about America 38:15 Don’t be a “Yeah, but” person 40:00 Life is not a competition with your friends’ lives 40:45 It takes a lot of hard work to get lucky 42:00 Sorry that we’ve brought grads into a very angry America 42:30 Talk to people who disagree with you 43:30 If you only experience America through an algorithm, you’ll misunderstand it 47:45 Ask Chuck 48:00 How would you approach teaching, more depth or more breadth? 52:30 Should we pay members of congress more? 56:15 What can make local law enforcement a more enticing job? 1:01:45 How does Trump’s drift towards lame-duck status play out? 1:06:15 Why do you think redistricting would create an electoral backlash?See omnystudio.com/listener for privacy information.

Chuck Todd opens with the latest from the Iran war: the Saudis have now denied the U.S. military access to strikes from their bases and airspace, the U.S. cannot claim any net positive from this conflict, and Trump's best realistic outcome is some version of the Obama nuclear deal 2.0. He notes that both sides are being squeezed — Iran can't keep this going forever either — but warns that beyond the immediate political damage to Trump, the war has handed China tremendous long-term leverage, AI spending is the only reason the U.S. economy hasn't already tanked, and asymmetric warfare has once again proven it can beat superpower militaries. He argues Trump's request for $1 billion in taxpayer funds for a White House ballroom is political suicide — if Obama had made the same ask, the media firestorm would have been deafening — and that Congress approving the money would be handing Democrats an enormous political gift. He flags the FBI's new investigation into Virginia Democrat Louise Lucas, warns that nothing coming from Trump's DOJ can be trusted at face value, and argues the trumped-up charges against James Comey create reasonable doubt about every other case the administration brings. He warns the administration is actively poking the bear with African American voters in ways that could supercharge Black turnout and reshape the midterm calculus, flags the FBI investigation related to The Atlantic's story on Kash Patel's drinking (the bureau denies investigating the reporter, but the careful language suggests a leak investigation exists. He closes with a beautiful and personal commencement-style address to the graduating class of 2026 as his daughter prepares to walk. Then, conservative writer Kevin Williamson — National Correspondent for The Dispatch and one of the sharpest voices on the right — joins the Chuck Toddcast for a wide-ranging and characteristically blunt conversation about Trump's Iran disaster, the collapse of the political parties, and what kind of country America is becoming. Williamson argues Trump made a colossal mistake getting into the Iran war and there's now no way out without national humiliation: the goals of the conflict have constantly been changing, and Trump effectively told the Iranians where his political weaknesses were and they called his bluff. He notes the absurdity of America blockading the Strait specifically because we're mad that it's been blockaded, observes that the firing hasn't actually ceased despite the supposed ceasefire, and offers a withering verdict on the president himself: "Trump is just not a smart guy, he's an insult artist," surrounded by people who don't have the nation's interests in mind. They explore whether China could end up being the country Trump needs to bail him out in Iran, whether a nuclear Iran could benefit Putin (would he actually sell them one?), and notes the Gulf states are tired of this. He warns that securing the Strait of Hormuz requires ground troops Trump is too afraid to commit, that the Iranian regime is nothing like Venezuela's and won't fold, and that Trump never prepared the country for pain at the pump. The conversation broadens into Williamson's structural diagnosis of American politics, and his unsentimental view of where this is all headed. He argues that politics has become like religion, especially for the most religious, which is why Trump's coalition won't fracture even when farmers are being destroyed by Trump's own policies and still vote for him. He says Trump's declining popularity isn't restraining his decision-making at all, that Republicans are already assuming a midterm wipeout, and that Trump will be impeached if Democrats take the House — and should be — though he acknowledges it may not be the smartest political move. They dig into whether both American parties are at genuine risk of collapse, arguing their decline has been a huge loss for the country: celebrity and social media have filled the vacuum, with communication ability now mattering more than actual governing competence. He half-jokes that Taylor Swift could be president if she wanted to be, dismisses the idea that Stephen Colbert could carry a progressive banner, and closes with a genuinely dark prediction: America is losing its identity, may simply be too rich for its own good, and is heading for a low so bad that most Americans aren't prepared for it. Finally, he answers listeners’ questions in the “Ask Chuck” segment. Try ShipStation free for 60 days with full access to all features, No credit card needed! Go to https://ShipStation.com and use code TODDCAST for 60 days for free! 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. Link in bio or go to https://getsoul.com & enter code TODDCAST for 30% off your first order. Timeline: (Timestamps may vary based on advertisements) 00:00 Chuck Todd’s introduction 04:30 Saudis have denied U.S. military access to bases & airspace 06:00 Trump is only going to get the nuclear deal 2.0 at best 07:30 Iran can’t keep this going as well, both sides being squeezed 08:30 U.S. can’t claim any net positive from this war 09:30 This is bad for Trump politically, but it’s bad for the US long-term 10:15 Trump has handed China tremendous leverage 11:00 AI spending is the only reason the U.S. economy hasn’t tanked 12:30 Asymmetric warfare beats superpower militaries 14:15 Greenlighting $1B in taxpayer funds for ballroom is political suicide 15:15 If Obama made the same ask, there would be a media firestorm 16:00 Congress giving Dems a huge political gift by approving funds 17:15 FBI launches investigation into Virginia dem Louise Lucas 18:30 You can’t trust the narratives from Trump’s DOJ 20:00 Trumped up charges against Comey create doubt in other cases 20:45 Administration is poking the bear with African Americans voters 22:00 Supercharged black turnout would change midterm election calculus 23:00 FBI investigation into Atlantic story about Kash Patel’s drinking 23:45 FBI denies investigating the reporter who broke the story 24:30 Denial language suggests a leak investigation exists 26:00 Worried about the future and for this graduating class 28:30 Chuck’s advice for the graduating class of 2026 29:15 Graduates are heading into a very uncertain future 29:45 Adulthood is not a race, don’t always need to hurry 31:00 The first job you take isn’t your forever job 32:00 Don’t confuse a setback with failure 32:45 Respect your elders and respect experience 35:00 Don’t be embarrassed by your struggles or disregard someone else’s 36:00 Life happens. Don’t wait for the perfect time for something 37:15 Road trips are the best way to learn about America 38:15 Don’t be a “Yeah, but” person 40:00 Life is not a competition with your friends’ lives 40:45 It takes a lot of hard work to get lucky 42:00 Sorry that we’ve brought grads into a very angry America 42:30 Talk to people who disagree with you 43:30 If you only experience America through an algorithm, you’ll misunderstand it 47:45 Kevin Williamson (The Dispatch) joins The Chuck ToddCast 49:00 Trump made a colossal mistake with Iran war 49:30 We can’t get out of Iran war without being humiliated 50:45 The goals of the war have constantly been changing 52:15 Iran can’t win a battle with the U.S. but its sphere of influence is bigger 53:45 Trump told the Iranians what his weaknesses are, they called his bluff 54:45 The firing has not ceased, there’s no actual ceasefire 55:15 We’re blockading a Strait because we’re mad it’s blockaded… 56:15 Trump is just not a smart guy, he’s an insult artist 57:00 The people around Trump don’t have the nation's interests in mind 57:45 Rubio looks good because the people around Trump are so bad 59:45 Will China be the country Trump needs to bail him out in Iran? 1:00:45 Iran having a nuke could benefit Putin, would he sell them one? 1:02:15 Trump didn’t prepare the country for pain at the pump 1:03:30 We could really use our European allies that we spurned 1:04:15 Unclear if Iran would accept a JCPOA style deal now 1:07:15 50 years after the revolution, Iranian regime hasn’t changed priorities 1:08:45 The gulf states have influence over Trump and they’re tired of this 1:11:00 Gulf states probably assumed Trump would go for regime change 1:12:15 The Iranian regime is nothing like the regime in Venezuela 1:13:45 The rural vs urban divide leads to failed democratic states 1:15:30 Trump’s declining popularity isn’t restraining his decision making 1:16:30 Republicans are already assuming a wipeout in the midterms 1:17:00 Trump will be impeached with a Dem majority in the house, and should be 1:17:45 Impeaching Trump may not be best option politically, but the right thing to do 1:20:15 Securing the Strait requires ground troops, which is terrible politics 1:21:00 Trump is a coward, and afraid of the risk of using ground troops 1:22:45 Trump doesn’t want to get into an open ended occupation of Iran 1:23:15 Unlikely that Trump’s coalition fractures, it’s a personality cult 1:24:30 Farmers are being destroyed by Trump, yet many still support him 1:25:45 Politics has become like religion, especially to the most religious 1:27:00 Kevin quit the GOP over Arlen Spector, which now seems quaint 1:28:45 What kind of conservative do you consider yourself to be? 1:33:15 Are both American parties at risk of collapse? Could another party emerge? 1:34:00 The parties matter less now than before Trump was elected 1:34:45 The decline of the parties has been a huge loss 1:35:45 Celebrity & social media has filled the gap left by the parties 1:37:00 Stephen Colbert is unlikely to be the celebrity to carry the progressive banner 1:38:15 Taylor Swift could be president if she wanted to 1:39:15 Communication is the winning trait of politicians now, not ability 1:42:15 We’re losing our American identity, maybe too rich for our own good 1:43:45 We’re going to hit a low that’s so bad, Americans aren’t prepared for it 1:45:30 The next election is not going to solve our problems 1:47:15 Ask Chuck 1:47:30 How would you approach teaching, more depth or more breadth? 1:52:00 Should we pay members of congress more? 1:55:45 What can make local law enforcement a more enticing job? 2:01:15 How does Trump’s drift towards lame-duck status play out? 2:05:45 Why do you think redistricting would create an electoral backlash? See omnystudio.com/listener for privacy information.

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

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/

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

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

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.

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