Podcasts about Bifurcation

In Season 10, Episode 14 of the Remarkable Retail podcast, co-hosts Steve Dennis and Michael LeBlanc deliver a jam-packed episode that blends sharp commentary on today's global retail turbulence with a thoughtful five-year retrospective on Steve's landmark retail strategy book, Remarkable Retail.The first half of the episode centers on the mounting global trade tensions, specifically the deepening tariff war between the U.S. and China. Steve breaks down the financial ripple effects of Trump's temporary tariff pause, from bond market volatility to persistent inflationary pressure. Despite a temporary reprieve, tariffs remain four times higher than pre-war levels, impacting major retail players like Nike, RH, and Lululemon. Smaller retailers are particularly vulnerable, lacking the scale and capital to weather uncertainty.The hosts also tackle other pressing news stories: consumer confidence plummeting, the fallout from the looming de minimis policy change affecting Chinese factory-direct models like Temu and Shein, and the ripple effect this may have on Canadian exporters to the U.S. They highlight luxury retail turbulence as Prada acquires Versace and Saks Global—parent company of Saks Fifth Avenue and Neiman Marcus—faces vendor shipment cutoffs and empty shelves as seen in a Las Vegas store visti. A brief silver lining emerges in Dallas, where a threatened Neiman Marcus flagship gets a temporary lifeline.The second half of the episode is a deep dive into Remarkable Retail: How to Win & Keep Customers in the Age of Disruption, five years after its original release and four years since the COVID-updated second edition. Steve reflects on what inspired him to write the book—observing the collapse of retail's middle and the rise of bifurcation—and how the Eight Essentials framework continues to shape thinking in the industry. He shares which essentials remain relevant, which are now mere table stakes, and why “radical” as a term can be misinterpreted.Steve and Michael explore whether new tech, especially AI, can level the playing field—or merely amplify the advantages of already powerful retailers. Steve hints that if there were ever to be a third edition, it would put more emphasis on human-centered retail and leadership adaptability. The episode closes with reflections on the podcast's role as an evolving extension of the book, helping retail leaders stay agile and ahead in a rapidly shifting marketplace.Here is a 10% off code for the CommerceNext Growth Show exclusive to Remarkable Retail listeners: REMARKABLE. About UsSteve Dennis is a strategic advisor and keynote speaker focused on growth and innovation, who has also been named one of the world's top retail influencers. He is the bestselling authro of two books: Leaders Leap: Transforming Your Company at the Speed of Disruption and Remarkable Retail: How To Win & Keep Customers in the Age of Disruption. Steve regularly shares his insights in his role as a Forbes senior retail contributor and on social media.Michael LeBlanc is the president and founder of M.E. LeBlanc & Company Inc, a senior retail advisor, keynote speaker and now, media entrepreneur. He has been on the front lines of retail industry change for his entire career. Michael has delivered keynotes, hosted fire-side discussions and participated worldwide in thought leadership panels, most recently on the main stage in Toronto at Retail Council of Canada's Retail Marketing conference with leaders from Walmart & Google. He brings 25+ years of brand/retail/marketing & eCommerce leadership experience with Levi's, Black & Decker, Hudson's Bay, CanWest Media, Pandora Jewellery, The Shopping Channel and Retail Council of Canada to his advisory, speaking and media practice.Michael produces and hosts a network of leading retail trade podcasts, including the award-winning No.1 independent retail industry podcast in America, Remarkable Retail with his partner, Dallas-based best-selling author Steve Dennis; Canada's top retail industry podcast The Voice of Retail and Canada's top food industry and one of the top Canadian-produced management independent podcasts in the country, The Food Professor with Dr. Sylvain Charlebois from Dalhousie University in Halifax.Rethink Retail has recognized Michael as one of the top global retail experts for the fourth year in a row, Thinkers 360 has named him on of the Top 50 global thought leaders in retail, RTIH has named him a top 100 global though leader in retail technology and Coresight Research has named Michael a Retail AI Influencer. If you are a BBQ fan, you can tune into Michael's cooking show, Last Request BBQ, on YouTube, Instagram, X and yes, TikTok.Michael is available for keynote presentations helping retailers, brands and retail industry insiders explaining the current state and future of the retail industry in North America and around the world.

AKA Splitting!

Ray Washburne is an accomplished investor with an eclectic portfolio that spans shopping centers, restaurants, energy and more. Washburne offers a unique perspective on market trends, Investment opportunities and the the evolution of cities.RetailUnique Identity Wins: Local restaurants and regional brand dining experiences are essential to attracting visitors to a city or neighborhood.Bifurcation of Retail: High-end luxury retailers and those that offervalue to consumers are doing well. OfficeDemolition Over Conversion: Many older offices are being demolished due to high conversion costs and antiquated construction.Amenities Matter: Office buildings with unique amenities are commanding higher rents and driving tenant demand. Cities & The Economy· Urban Revitalization: Cities are experiencing a resurgence with new developments driving growth and investment.· Caution Persists: A large federal deficit, high consumer credit card debt, and sticky inflation are making it essential for investors to be prepared for extended volatility.

Joining Commissioner McDonald and Executive Deputy Commissioner Morne is Brown University's School for Public Health Dean Dr. Ashish Jha.  They discuss Dr. Jah's strategies to "departisanize" public health and reach out to communities that feel disaffected, emphasizing the importance of understanding diverse perspectives in addressing current and future public health challenges.Hear Dr. Jha's personal story, from his initial aspirations to become a journalist to his transition into medicine and his influential role at the federal level assisting the Biden administration as White House COVID-19 response coordinator and most recently as the Dean of Brown University's School of Public Health.Dr. Jha shares his innovative approaches to public health education, including his focus on diversifying the student body, not just along racial lines, but also socio-economic and political, and his focus on integrating new voices and perspectives while preparing students for the evolving challenges and media landscape facing the next generation public health workforce.If you have an idea for topics we should discuss, please let us know: PublicHealthNowPodcast@health.ny.gov

The last thing the agents want is attention from any of the “other guys,” but alarms have been raised higher up than even members of R Cell can reach. With the clock swiftly ticking on how long they can keep investigating, a dangerous decision is made: R Cell splits the party, hoping both Utah and Montana reveal answers quickly.(Additional music used: https://soundcloud.com/myuu/scent-of-night)Content Warnings:Traffic Noises (Honking) (33:51 - 39:37, 45:00 - 46:01)

As a listener of TOE you can get a special 20% off discount to The Economist and all it has to offer! Visit https://www.economist.com/toe In today's episode of Theories of Everything, Curt Jaimungal speaks with Matthew Segall, a professor at the California Institute of Integral Studies, on the evolution of philosophical thought, linking ancient teachings on consciousness to modern scientific perspectives. We delve into the limitations of contemporary views of reality, paralleling them with the Ptolemaic model, and explore how an awareness of mortality can enrich our understanding of existence. Matthew argues for a shift toward introspection and self-inquiry in a society grappling with existential challenges, emphasizing that confronting mortality can foster a deeper sense of meaning in our lives. New Substack! Follow my personal writings and EARLY ACCESS episodes here: https://curtjaimungal.substack.com LINKED MENTIONED: •⁠ ⁠Matthew's YouTube channel: https://www.youtube.com/@Footnotes2Plato •⁠ ⁠Matthew's Diagram of Hegel's Phenomenology of Spirit: https://www.youtube.com/watch?v=9Z1zY39EKbs •⁠ ⁠Matthew's talk with John Vervaeke: https://www.youtube.com/watch?v=15akhXGHwzo •⁠ ⁠Critique of Pure Reason (book): https://www.amazon.com/Critique-Pure-Reason-Penguin-Classics/dp/0140447474 •⁠ ⁠Critique of Judgement (book): https://www.amazon.com/Critique-Judgement-Immanuel-Kant/dp/1545245673/ref=tmm_pap_swatch_0?_encoding=UTF8&qid=&sr= •⁠ ⁠The Phenomenology of Spirit (book): https://www.amazon.com/Georg-Wilhelm-Friedrich-Hegel-Phenomenology/dp/1108730086 •⁠ ⁠1919 Eclipse (paper): https://royalsocietypublishing.org/doi/epdf/10.1098/rsnr.2020.0040 •⁠ ⁠Einstein/Bergson debate (article): https://www.faena.com/aleph/einstein-vs-bergson-the-struggle-for-time •⁠ ⁠The Principle of Relativity (book): https://www.amazon.com/Principle-Relativity-Alfred-North-Whitehead/dp/1602062188 •⁠ ⁠John Vervaeke's YouTube channel: https://www.youtube.com/@johnvervaeke •⁠ ⁠John Vervaeke on TOE: https://www.youtube.com/watch?v=GVj1KYGyesI •⁠ ⁠Philip Goff on TOE: https://www.youtube.com/watch?v=MmaIBxkqcT4 •⁠ ⁠Sabine Hossenfelder on TOE: https://www.youtube.com/watch?v=E3y-Z0pgupg •⁠ ⁠Donald Hoffman on TOE: https://www.youtube.com/watch?v=CmieNQH7Q4w •⁠ ⁠Karl Friston on TOE: https://www.youtube.com/watch?v=uk4NZorRjCo •⁠ ⁠Iain McGilchrist on TOE: https://www.youtube.com/watch?v=Q9sBKCd2HD0 •⁠ ⁠Thomas Campbell on TOE: https://www.youtube.com/watch?v=kko-hVA-8IU •⁠ ⁠Noam Chomsky on TOE: https://www.youtube.com/watch? •⁠ ⁠v=3lcDT_-3v2k&list=PLZ7ikzmc6zlORiRfcaQe8ZdxKxF-e2BCY&index=3 •⁠ ⁠Michael Levin on TOE: https://www.youtube.com/watch?v=c8iFtaltX-s&list=PLZ7ikzmc6zlN6E8KrxcYCWQIHg2tfkqvR&index=39 •⁠ ⁠Roger Penrose on TOE: https://www.youtube.com/watch?v=sGm505TFMbU&list=PLZ7ikzmc6zlN6E8KrxcYCWQIHg2tfkqvR&index=16 •⁠ ⁠Neil Turok's lecture on TOE: https://www.youtube.com/watch?v=-gwhqmPqRl4&list=PLZ7ikzmc6zlN6E8KrxcYCWQIHg2tfkqvR&index=35 •⁠ ⁠TOE's Consciousness Iceberg: https://www.youtube.com/watch?v=TR4cpn8m9i0&ab_channel=TheoriesofEverythingwithCurtJaimungal •⁠ ⁠TOE's String Theory Iceberg: https://www.youtube.com/watch?v=X4PdPnQuwjY Timestamps: 00:00 Introduction 1:35 The Roots of Process Philosophy 4:47 The Rise of Nominalism 8:26 The Evolution of Substance 11:02 Descartes and the Dualist Divide 21:34 Kant's Copernican Revolution 33:08 The Nature of Knowledge 37:42 Hegel's Dialectic Unfolds 46:18 Schelling's Panpsychism 56:50 Whitehead's Organic Realism 1:22:17 The Bifurcation of Nature 1:31:38 The Emergence of Consciousness 1:38:37 The Nature of Self-Organization 1:53:40 Perspectives on Actuality and Potentiality 2:11:35 The Role of God in Process Philosophy 2:23:55 The Human Experience and Self-Inquiry 2:40:34 Reflections on Mortality and Meaning 2:47:44 The Shift from Substance to Process 2:58:02 Embracing Interconnectedness and Consciousness 3:00:49 The Call for Inner Exploration #science #philosophy Learn more about your ad choices. Visit megaphone.fm/adchoices

DCB-BIF: Comparison of Noncompliant Balloon with Drug-Coated Balloon Angioplasty for Side Branch Stenosis After Provisional Stenting for Patients with True Coronary Bifurcation Lesions

join us at https://www.crisisInvesting.com Doug Casey and Matt Smith discuss global conflicts, economic bifurcation, jury nullification, and recent events including the UnitedHealth CEO assassination and Roger Ver's arrest. Key Timestamps: 0:00 - Discussion of accelerating news cycles and global conflicts 2:45 - Analysis of Syria's regional fragmentation 4:45 - Signs pointing to World War III 8:00 - Discussion of global military presence and private armies 13:00 - Trump's threats to BRICS and economic bifurcation concerns 16:00 - Impact of market bifurcation on commodities trading 23:00 - UnitedHealth CEO assassination and vigilante justice 29:00 - Jury nullification history and current state 34:00 - Update on Ancap Radio 35:30 - Impact of prohibition vs potential CBDC effects on organized crime 39:00 - Discussion of presidential term limits 41:00 - Roger Ver's arrest and cryptocurrency advocacy 47:00 - Comments on Uruguayan elections and regional trade

It's been five years since Mark Mulligan of MIDiA Research gave the keynote at the first Music Tectonics Conference. This year we had him, along with Tatiana Cirisano, back to Music Tectonics. Instead of the standard conference keynote (because why would we do standard?) we had an election-year style debate that we called The Great Bifurcation Debate. Tune in as they each argue their side – “Play” and “Listen” and their observations for what the future may hold with each.    Read MIDiA's report on bifurcation here. The Music Tectonics podcast goes beneath the surface of the music industry to explore how technology is changing the way business gets done. Visit musictectonics.com to find shownotes and a transcript for this episode, and find us on LinkedIn, Twitter, and Instagram. Let us know what you think!

Hunter and I speak with 20 Year & Back experiencer Tony Rodrigues about his time in the program and the intensely curious things that he witnessed and experienced. Tony's website: https://www.tonyrodrigues.com/  To hear the full version of this episode just visit our Locals page at https://themeltpodcast.locals.com/ or our Patreon page at https://www.patreon.com/themeltpodcast where you can subscribe for as little as $5 a month to receive extended episodes, exclusive episodes, and early access to regular episodes. For one time donations- PayPal: fosamsara@gmail.com   Find The Melt on… Rumble: https://rumble.com/c/c-2365404 YouTube: https://www.youtube.com/@TheMeltPodcast Check out our merch at: https://the-melt.creator-spring.com/   Music by The Godawful Joy: https://thegodawfuljoy.bandcamp.com/releases and Matt Presti: https://www.mattpresti.com/music.html

This week we welcome Mark Mulligan of MIDiA Research who has had a ringside seat for years and years of bubbles, be it the creator economy, NFTs or AI music, or just everyone claiming they are gaining market share at the same time. He is the founder and driving force behind the tiny little company that an entire industry looks to as the source of truth.For more on Bubble Trouble, including transcripts of the show, visit us online at http://bubbletroublepodcast.comYou can learn more about Richard at https://www.linkedin.com/in/richard-kramer-16306b2/More on Will Page at: https://pivotaleconomics.com(Times below correspond to the episode without considering any inserted advertisements.)In this episode of Bubble Trouble, hosts Richard Kramer and Will Page are joined by Mark Mulligan, a leading music industry analyst and founder of MIDiA Research. They delve into the intricate world of the music industry, discussing the evolution from digital streaming to the rise of new phenomena such as NFTs and AI in music. The trio explores the concept of bifurcation in markets and the distinction between high-end experiences versus bargain deals within the industry. The conversation also touches on the significant cultural shifts, the role of trade associations, and the future of personalized music experiences. Despite the optimism around technology, the hosts remain critical of mainstream narratives, emphasizing the importance of genuine innovation and realistic market assessments. This insightful and provocative discussion is a must-listen for anyone interested in the intersection of music, technology, and finance.00:00 Introduction to Bubble Trouble01:02 Welcoming Special Guest Mark Mulligan01:26 Mark Mulligan's Background and Insights02:34 The Evolution of Music Supply04:20 The Democratization of Music Creation06:13 AI and the Future of Music12:16 Fragmentation and Hyper-Targeting in Media13:40 The Role of Superstars and Long Tail Creators19:20 Streaming Platforms: Carnivores vs. Herbivores25:45 TikTok's Influence on the Music Industry27:33 Part Two28:38 Diving into the Music Industry's Hype30:08 Constructive Criticism in Emerging Technologies30:39 The Metaverse and NFTs: A Skeptical View31:28 Frameworks for Assessing New Technologies33:10 The Future of Digital Fandom35:15 Bifurcation in the Market43:07 Pendulum Swings in Technology Adoption44:54 Lessons from the Aviation Industry46:29 Final Thoughts and Predictions52:00 Credits Hosted on Acast. See acast.com/privacy for more information.

Zimbabwe born and South Africa educated, Warrick Beaver started his working life as an HR professional in the fashion retail industry. “If you're talking about journeys to insurance, fashion and retail is probably as far away as you can imagine. I was taught that you were a retailer first and an HR professional second”, says Warrick.“The lesson learned was, 'Understand where the value creation happens and be as close to it as possible. Understand your business.' That commercial curiosity has always stayed with me. It has stood me in good stead, kept me engaged and helped me find impact, meaning, and alignment throughout my career.”On this episode of the Insurance Coffee House Podcast, Warrick delves in to his career journey and what he's learned along his professional journey. Through retail and recruitment industry, FMCG manufacturing and information services, Warrick shares his experiences of M&A, business divestures and balancing his commercial and HR hats. He discusses his role of Chief People Officer and Fidelis Insurance Group's novel operating model. “The hypothesis was that businesses should lend themselves to their core competencies. If that core competency is underwriting, then it should focus on underwriting and ensuring a relentless pursuit of execution and excellence.Conversely, the core competence in terms of capital management, balance sheet management, capital allocation, reserving, would also be best served if there was the same level of excellent focus and time and attention. Decisions can then be made with the clearest of intention, and there's no potential contradiction or conflict in terms of what you do from a capital management or from an underwriting point of view, because the two businesses are managed separately. So that's the hypothesis. We are in a long-term relationship with The Fidelis Partnership. They are focusing on what they do best, and we are focusing on what we do best.”With its growing presence in London, Dublin and Bermuda, Warrick discusses the culture at the business and whether bifurcation is a true USP to attracting top insurance talent. “Culture is dynamic. It's ever changing. You can never put a pin in it and say, “We're done, victory is declared!” It is a constant evolution.We also see that in terms of our demographic, our employee base and what they're looking for from an employer and the working experience. We've been able to assemble, very capable, experienced professionals from within the insurance market who have worked for much larger, more established organizationThis model represents something novel, unique and an opportunity for them to become part of something interesting. Of course there is a lot of uncertainty with a scale operation, but we have a deep heritage. We have some fantastic experience. We're a building brand, and it's enough to attract people who are well regarded.”Warrick emphasises what he looks for in insurance leaders coming for interview. “It's just as much a conversation on how that technical capability, experiences and skills are translated into value added. Don't spend your time talking about your accomplishments. We're going to take those as read.”As closing advice, Warrick says, “Understand your business. Be as close to the value-add inflection point as possible because you will feel relevant, get immediate feedback, and will be constantly evolving with the needs of the organization.”Connect with Warrick Beaver on LinkedIn or find out more about Fidelis Insurance Group The Insurance Coffee House Podcast is brought to...

Welcome back to the Holy Duffer Podcast! In today's episode, we're diving into the fascinating and contentious topic of bifurcation in golf and what it means for players at all levels. We'll explore how the game's technological advancements and equipment optimization are creating a growing divide between amateurs and professionals, and debate whether bifurcation could be the solution to balance the scales.Get ready for an in-depth discussion on bifurcation's potential impact on golf's entertainment value and popularity, and hear how the professional game is evolving in ways that might benefit—or hinder—the average golfer. We'll touch on alternative solutions, such as revisiting the par system, and compare these ideas with approaches in other sports.We'll also discuss the intricacies of golf technology and how it currently provides some players a distinct competitive advantage. Hear firsthand from Mark about his upcoming tournament preparation and how he uses technology to improve his game, and enjoy Strolan's insights about the grind and excitement of competition.But that's not all—expect laughs, controversies, and a few technical hiccups along the way as we collectively ponder the future of golf. Whether you're tuning in from the clubhouse or your backyard putting green, this episode promises to challenge your perspectives and maybe even your game. Stay with us for an episode packed with insights, expertise, and a whole lot of golfing passion!Show Notes;@nationgolfSkyTrackTangentUS AM Tour - LA Team ChampionshipNo Laying UpGolf BlueprintDecade GolfUniversity of Alabama Golf

Michael Pento, president and founder of Pento Portfolio Strategies (PPS), joins Julia La Roche on episode 187 to discuss a dangerous triumvirate of bubbles in the economy: a real estate bubble, an equity bubble, and a credit bubble. These bubbles have been fueled by 20 years of a negative real Fed funds rate. Pento predicts that these bubbles will burst. He believes that the current situation is very dangerous and could result in a stagflationary environment. Michael also discusses inflation and the erosion of the middle class and the negative implications for the economy. Links:  https://pentoport.com/ https://twitter.com/michaelpento 0:00 Welcome back Michael Pento 1:11 Macro view, most salient chart 1:55 A triumvirate of dangerous bubbles 4:09 Bubbles bursting 7:14 The market has already priced in rate cuts 9:39 Most dangerous time in the markets? 11:10 Where would we be if the free market could exist? 13:19 Bifurcation of the economy 19:44 America is an insolvent nation 21:30 Headed for stagflation 23:12 Election 24:29 Investing 27:50 Gold 28:30 Inflation 30:00 Erosion of the middle class 35:58 What difference would a Fed cut even make? 34:55 US dollar 41:20 Gold is not an investment 43:30 Any hope?

#957: Summary Writer and producer, Matt Ginella returns to discuss various topics in the golf world, including their visits to L.A.B. Golf, the success of the company, and their personal experiences with L.A.B. putters. They also touch on Bryson DeChambeau's evolution as a golfer and his impact on the game, as well as the role of storytelling in golf media. Finally, they explore the idea of bifurcation in golf rules and equipment and share their thoughts on the matter. Matt emphasizes the importance of keeping the game accessible and enjoyable for all levels of players. He also discusses his work with Fire Pit Productions, documenting golf course restorations and renovations. TakeawaysLab Golf is experiencing significant growth and success in the golf industry.Bryson DeChambeau has evolved as a golfer and become more likable, thanks to his YouTube channel and his departure from the structured PGA Tour.Storytelling plays a crucial role in golf media and can have a profound impact on listeners.There is a debate about whether there should be different rules and equipment for professional golfers and everyday golfers.Matt Ginella believes that bifurcation is unnecessary and that the focus should be on the growth and enjoyment of the game for all players. The issue of golf ball distance and the potential need for a rollback is a topic of debate in the golf community.While some golf courses may appear irrelevant due to the distance players can hit the ball, it is important to consider the impact on the paying consumer.There is a natural rollback that occurs with age and physical restrictions, which already limits distance for many players.The game of golf should be accessible and enjoyable for players of all levels, and efforts should be made to keep it that way.Matt Ginella's work with Fire Pit Productions focuses on documenting golf course restorations and renovations, highlighting the importance of preserving and enhancing these community assets.Two ways to become a Golf Smarter Ambassador and receive a choice of one of these great prizes including:        • A private link to Tony Manzoni's video “The Lost Fundamental”.        • *A pack of 8 Flightpath Golf Tees. A Tee Above All. Learn more at https://flightpathgolf.com.        • *A Glove + Glove Compartment from RedRoosterGolf.com where you can now choose from a  large variety of styles of gloves in 34 sizes! Request to introduce an episode to GolfSmarterPodcast@gmail.com.  Follow @golfsmarter on Instagram, X, Facebook, TikTok, YouTube for daily highlights and helpful insights from our interviews on the podcast. We also post articles and video shorts on LinkedIn @FredGreene (from Novato, CA).    This episode is sponsored by Indeed. Please visit indeed.com/GOLFSMARTER and get a $75 SPONSORED JOB CREDIT. Terms and conditions apply.This episode is brought to you by Mint Mobile. For a limited time all Mint Mobile wireless plans are $15 a month when you purchase a 3-month plan. To get this new customer offer and your new 3-month unlimited wireless plan for just $15 bucks a month, go to MINTMOBILE.com/GOLFSMARTER.This episode is brought to you by Incogni. Use code GOLFSMARTER at incogni.com/golfsmarter to get an exclusive offer of 60% off an annual Incogni plan.This episode is brought to you by ONE Bar. Find all ONE bars at a retailer near you or on Amazon.com 

Why is it that some collector cars continue to increase in value as the overall market declines?  Join Greg Stanley as he discusses this phenomenon with Philip Richter, creator and author of Turtle Garage and the Turtle Invitational. You can find Philip at https://turtlegarage.com/ Please support our sponsors: RM Sotheby's, LLCTLC and Euro Classix. For discounted registration fees for your collector car, RV, boat or other awesome ride, please visit LLCTLC at https://www.llctlc.com/classic Follow The Collector Car Podcast: Website, Instagram, Facebook, YouTube or communicate with Greg directly via Email. Join RM Sotheby's Car Specialist Greg Stanley as he applies over 25 years of insight and analytical experience to the collector car market. Greg interviews the experts, reviews market trends and even has some fun. Podcasts are posted every Thursday and available on Apple Podcast, GooglePlay, Spotify and wherever podcasts are found. See more at www.TheCollectorCarPodcast.com or contact Greg directly at Greg@TheCollectorCarPodcast.com. Are you looking to consign at one of RM Sotheby's auctions? Email Greg at GStanley@RMSothebys.com.

Wall Street is split, with the Nasdaq recording its worst session since December 2022 while the rotation away from tech stocks continues, helping the Dow to close above the 41,000-point mark for the first time. President Biden pulls out of an event in Nevada after testing positive for Covid while at the RNC in Milwaukee, Ohio Senator JD Vance invokes the words of JFK during his formal acceptance of the GOP vice-presidential nomination. We are live in Frankfurt where it remains all but certain the ECB will keep rates steady, with the possibility of one more cut later this year. Swedish-Swiss robotics giant ABB posts record Q2 operational margins and hikes its FY guidance as net profit comes in at more than $1bn. We are also live at Blenheim Palace, Oxfordshire where new UK Prime Minister Keir Starmer is set to welcome European leaders at the EPC conference in a bid to reset relations between the UK and the Continent. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Join us for an engaging discussion featuring Tim Savage, Clinical Assistant Professor at NYU's Schack Institute of Real Estate. With expertise in econometrics, machine learning and data science, Tim discusses his career path from consulting to academia, his work at NYU's Applied Analytics Lab and CREFC Center for Real Estate Finance, and the current dynamics driving the market. We'll also cover Tim's views on the bifurcation of office space, the rising significance of data science in commercial real estate, the critical role of climate change in insurance and valuations, and more. Don't miss Tim's perspective on the future of real estate analytics and the pressing need for the industry to accelerate its pace of adaptation.Key Takeaways:(00:29) Introduction and guest overview.(02:19) Tim Savage's background and career path.(05:40) Teaching at NYU and the Applied Analytics Lab.(08:26) CREFC Center for Real Estate Finance.(11:11) Impact of work from home and market trends.(12:20) Interest rates and monetary policy.(16:32) Bifurcation of office space.(18:33) The evolution of retail real estate.(24:14) What the CRE market still needs to price in: Climate change and insurance.(29:16) Data science and analytics in real estate.(33:20) How real estate analysis has changed.(35:19) Where CRE sits on the innovation curve for data science.(38:34) The future of real estate data analytics.(44:09) Advice for aspiring CRE professionals.(44:57) Final thoughts and conclusion.Resources Mentioned:Tim Savage -https://www.linkedin.com/in/timothy-h-savage-ph-d-cre-63037032/NYU | LinkedIn -https://www.linkedin.com/school/new-york-university/NYU Schack Institute for Real Estate -https://www.sps.nyu.edu/homepage/academics/executive-education/schack-institute-of-real-estate.html CREFC Center for Real Estate Finance - https://www.crefc.org/cre/content/learn/CREFC_Center_for_Real_Estate_Finance.aspx Thanks for listening to the CRE Exchange podcast, powered by Altus Group. If you enjoyed this episode, please leave a review to help get the word out about the show. And be sure to subscribe so you never miss another insightful conversation.#CRE #CommercialRealEstate #Property

Single-stent assisted coiling techniques such as ‘L-stenting' are an alternative to intrasaccular devices for wide-neck bifurcation aneurysms. In this episode, Aliya Siddiqui¹ and Dr. Reade De Leacy² join JNIS editor-in-chief Dr. Felipe Albuquerque to discuss the background and findings of their recent study, regarding the efficacy and safety of the 'L-stenting' technique.  Read the paper: A core-lab adjudicated analysis of single-stent assisted coiling of wide-neck bifurcation aneurysms 1. Medical College of Wisconsin, Milwaukee, USA 2. Neurosurgery, Icahn School of Medicine at Mount Sinai, New York, USA Please subscribe to the JNIS podcast on your favourite platform to get the latest podcast every month. If you enjoy our podcast, you can leave us a review or a comment on Apple Podcasts (https://apple.co/4aZmlpT) or Spotify (https://spoti.fi/3UKhGT5). We'd love to hear your feedback on social media - @JNIS_BMJ. Thank you for listening! This episode was produced and edited by Brian O'Toole. 

Kyle and Steve return to discuss the idea of bifurcation within mens professional golf, and how it could potentially unite the PGA Tour and LIV Golf. How would this be handled by golf's governing bodies? What does this mean for manufacturers? Would this make the experience of watching golf better or worse? The debate is on. Featuring: Kyle Surlow & Steve Berger   Nice Grass Nice People is proudly presented by SUAVE GOLF

The bifurcation of the stock market due to exponential tec

Interview Recorded - 20th of June, 2024On this episode of the WTFinance podcast I had the pleasure of welcoming on Liz Ann Sonders. Liz Ann is Managing Director, Chief Investment StrategistCharles Schwab & Co., Inc.During our conversation we spoke about her outlook for markets, the bifurcation of the economy, why the FED were hawkish, immigration, what does this mean for markets and more. I hope you enjoy! 0:00 - Introduction1:55 - Outlook on economy and markets?5:26 - Why is economy bifurcated?8:03 - The K economy10:53 - Services inflation always high?3:53 - Why have FED been hawkish?17:45 - What will FED need to see to cut?18:53 - Don't trust payroll data21:55 - Challenge of measuring immigration impact23:15 - GDP per capital24:50 - What does this mean for markets?28:15 - Outcome of low interest rates and zombie companies?31:00 - What will happen in markets?33:10 - QT to continue?34:00 - One message to takeaway from our conversation?Liz Ann Sonders has a range of investment strategy responsibilities, from market and economic analysis to investor education, all focused on the individual investor.Liz Ann is the cohost of the On Investing podcast and a keynote speaker at numerous company and industry conferences. Liz Ann is regularly quoted in financial publications including The Wall Street Journal, The New York Times, Barron's, and the Financial Times, and she appears as a regular guest on CNBC, Bloomberg, Yahoo! Finance, Fox Business News, and the Schwab Network. Barron's has named her to its "100 Most Influential Women in Finance" every year since the list's inception, and Investment Advisor has included her on the "IA 25," its list of the 25 most important people in and around the financial advisory profession. Liz Ann has been named "Best Market Strategist" by Kiplinger's Personal Finance and one of SmartMoney magazine's "Power 30." Liz Ann has also been named to Forbes' 50 Over 50.In 1999, Liz Ann joined U.S. Trust—which was acquired by Schwab in 2000—as a managing director and member of its Investment Policy Committee. Previously, Liz Ann was a managing director and senior portfolio manager at Avatar Associates, an original division of the Zweig/Avatar Group. She holds an MBA in Finance from the Gabelli School of Business at Fordham University and a B.A. in Economics and Political Science from the University of Delaware.Liz Ann Sonders Website - https://www.schwab.com/learn/author/liz-ann-sondersTwitter - https://x.com/lizannsonders?s=21&t=vCJTBKSb-nIJ8eFKe0YAxgLinkedIn - https://www.linkedin.com/in/lizannsonders?utm_source=share&utm_campaign=share_via&utm_content=profile&utm_medium=ios_appWTFinance -Instagram - https://www.instagram.com/wtfinancee/Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfniTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4Twitter - https://twitter.com/AnthonyFatseas

The Fed's Loretta Mester says it's important not to wait too long to cut rates, but one of our guests says the bifurcation she's seeing in the economy all but guarantees we'll be higher for longer. She's here to make her case. Plus, investors dumped value and bought growth stocks last week, but our market guest is sticking with the value trade. He brings three names he says are well-positioned to pay dividends literally, and figuratively, from here. And from buydowns to rebates the EV winter has pushed suppliers to offer heavy incentives to stoke demand. But Barclays says it may have gone too far. The analyst joins us with the story and the trades. 

While Sally Beauty Holdings acknowledged the challenges and opportunities ahead, the executives' statements during the earnings call reflected a realistic and nuanced approach to navigating the evolving market dynamics. The company's focus on customer loyalty, segmentation, and innovation suggests a commitment to adapting and thriving in a competitive landscape.Balancing Customer Loyalty and Pricing PressuresCEO Denise Paulonis highlighted the company's efforts to maintain customer loyalty while addressing pricing pressures, stating, "We're really balancing a depth of understanding of how shoppers are putting product in their basket to be able to maintain that share of wallet, while hopefully trimming a bit about AUR pressure that we saw just from that higher promo penetration." This approach aims to moderate the trend while retaining customer loyalty across both the Beauty Systems Group (BSG) and Sally segments.Bifurcation of Consumer SegmentsPaulonis shed light on the diverging consumer trends, noting, "We're really seeing a bifurcation of two different consumer populations." The company observed a return to normalized services and demand for color and care products among stylists serving middle-to-higher income customers, indicating the need for segment-specific strategies.Leveraging Technology and E-CommerceSally Beauty Holdings recognized the importance of adapting to evolving buying behaviors and the shift towards online shopping. Investments in technology and e-commerce initiatives were highlighted as part of the company's strategy to stay ahead of market changes and cater to customers' preferences.Focus on Owned Brands and Customer-Centric InnovationsThe company's emphasis on high-margin owned brands and customer-centric innovations, such as Licensed Colorist OnDemand and Happy Beauty Co., aimed to offset challenges faced in Q2 2024 while fostering customer loyalty and meeting evolving needs.Navigating Challenges and Growth OpportunitiesDespite facing immediate challenges, including a decline in revenue and GAAP profit, Sally Beauty Holdings demonstrated a proactive stance towards customer engagement, retention, and long-term growth. The company's strategies, including enhancing online presence and refining promotional activities, position it to adapt to a competitive and digitally-dominated marketplace. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit theearningscall.substack.com

Evan Thompson is a philosopher and author, specializing in the integration of cognitive science, philosophy of mind, and Asian philosophical traditions. Based at the University of British Columbia, his work, including his recent book 'The Blind Spot', examines the intersections of consciousness, experience, and reality through a comprehensive interdisciplinary approach.   Can cognitive science, philosophy, and mysticism hold the keys to resolving our modern meaning crisis?    Join John Vervaeke and Evan Thompson in a captivating exploration of how these disciplines converge to address this pressing issue. The conversation showcases Thompson's interdisciplinary approach, drawing from his work on 'The Blind Spot' and his extensive background in Asian philosophy and phenomenology. Gain fresh perspectives on the essence of lived experience, the power of relevance realization, and the nature of reality as the discussion unfolds. Prepare for an intellectual journey that promises to deepen our understanding of truth, goodness, and beauty and bridge the gaps between diverse intellectual traditions. Support John's groundbreaking work and gain exclusive access to live Q&A sessions, early video releases, and more by joining our Patreon community! https://www.patreon.com/johnvervaeke   Immerse yourself in the groundbreaking insights of Evan Thompson's thought-provoking book, "The Blind Spot: Why Science Cannot Ignore Human Experience.”  https://www.amazon.com/Blind-Spot-Science-Cannot-Experience/dp/0262048809   —   “"The blind spot is the inability to see, or to recognize, or to acknowledge that lived experience is the source of science. And so if you undercut the source of science by occluding lived experience, you're actually damaging science." - Evan Thompson [00:19:34]   "The process of formalization of translating things into a formal system is always an ill-defined problem that requires relevance realization." - John Vervaeke [00:30:52] —   00:00 Introduction to Evan Thompson and 'The Blind Spot' 01:05 Evan Thompson's Background and Philosophical Journey 02:10 Diving Into 'The Blind Spot': A Book on the Meaning Crisis 09:30 Exploring Core Ideas and Arguments of 'The Blind Spot' 18:15 Addressing the Meaning Crisis: Science, Experience, and Reality 18:55 Navigating Between Science Triumphalism and Denial 21:30 The Role of Experience in Understanding Reality 31:25 Challenging the Bifurcation of Nature and the 'View from Nowhere' 38:45 Sacredness, Reality, and the Meaning Crisis 40:30 Exploring the Sacred Beyond Science 41:55 Exploring the Depths of the Sacred and Ultimate Concern: Secular vs. Transcendental Perspectives 47:45 The Axial Revolution and Its Impact on Modern Consciousness 56:45 Challenges and Opportunities in Bridging Science and Mysticism 59:54 Philosophical Reflections on Truth, Beauty, and the Good 01:11:10 Concluding Thoughts and Future Dialogues   —   Join the Vervaeke Foundation in our mission to advance the scientifically rigorous pursuit of wisdom and make a meaningful impact in the world. https://vervaekefoundation.org/   Discover practices that deepen your virtues and help you connect more deeply with reality and relationships by joining Awaken to Meaning today. https://awakentomeaning.com/   —   Idea, Authors, and Works Mentioned in this Episode   The Blind Spot: Why Science Cannot Ignore Human Experience - book co-authored by Evan Thompson, Adam Frank, and Marcelo Gleiser Waking, Dreaming, Being: Self and Consciousness in Neuroscience, Meditation, and Philosophy - book by Evan Thompson Why I Am Not a Buddhist -  book by Evan Thompson Contact with Reality - book by Esther Lightcap Meek The Nothingness Beyond God - book by Robert Edgar Carter Maurice Merleau-Ponty  Edmund Husserl  Martin Heidegger  William James  Galileo Galilei  Nishida Kitaro  Alfred North Whitehead Nancy Cartwright  René Descartes Robert Kreese  Paul Tillich  Michael Polanyi Michael Schellenberger  Susan Wolf Ursula Goodenough  Immanuel Kant —   Follow John Vervaeke: https://johnvervaeke.com/ https://twitter.com/vervaeke_john  https://www.youtube.com/@johnvervaeke https://www.patreon.com/johnvervaeke Follow Evan Thompson: https://evanthompson.me/ http://twitter.com/evantthompson https://www.facebook.com/evan.timothy.thompson   —   Thank you for watching!  

#TomLuongo: We're Now Deep In The Bifurcation Of The Global Financial System We're seeing the sanctions heat up again, while rates have risen in the US, which has led to a new level of pressure on global financial system. So it's a great time to check in with Tom Luongo of Gold, Goats, 'n Guns, who shares how the geopolitics fit in with the finances, and where the world is headed from here. Tom talks about why we're now deep into the bifurcation of the global financial system, how the Fed is really planning to navigate the delicate balance between more inflation and higher rates, and how the world is responding to the concerns about the US treasury as a store of energy value. To find out more with a great recap of where it all stands, click to watch the video now! - To get access to Tom's research at Gold, Goats, 'n Guns go to: https://tomluongo.me/ To join our free email list and never miss a video click here: https://arcadiaeconomics.com/email-signup/ - To get on the waiting list for your very own ´Silver Chopper Ben´ sterling silver figurine click here: https://arcadiaeconomics.com/get-a-chopper-ben/ - To get your paperback or audio copy of The Big Silver Short go to: https://arcadiaeconomics.com/thebigsilvershort/ Find Arcadia Economics content on these sites: YouTube - https://www.youtube.com/user/ArcadiaEconomics Rumble - https://rumble.com/c/ArcadiaEconomics Bitchute - https://www.bitchute.com/channel/kgpeiwO1dhxX/ LBRY/Odysee - https://odysee.com/@ArcadiaEconomics:5 Listen to Arcadia Economics on your favorite Podcast platforms: Spotify - https://open.spotify.com/show/75OH2PpgUpriBA5mYf5kyY Apple - https://podcasts.apple.com/us/podcast/arcadia-economics/id1505398976 Google-https://podcasts.google.com/feed/aHR0cHM6Ly9teXNvdW5kd2lzZS5jb20vcnNzLzE2MTg5NTk1MjMzNDVz Anchor - https://anchor.fm/arcadiaeconomics Amazon - https://podcasters.amazon.com/podcasts Follow Arcadia Economics on these social platforms Twitter - https://twitter.com/ArcadiaEconomic Instagram - https://www.instagram.com/arcadiaeconomics/ #silver #silverprice And remember to get outside and have some fun every once in a while!:) (URL0VD)Subscribe to Arcadia Economics on Soundwise

There are rays of hope for the market, but the most important thing is to stay focused on what you can control. About AVL Growth PartnersAVL Growth Partners, founded in 2009, is the leading fractional Finance and Accounting firm supporting organizations in pivoting from growth to scale. AVL brings an experienced team of CFOs, Controllers, and Accountants to your organization, delivering transparent, strategic actions for short and long-term success. Transform your financial approach affordably with AVL, supporting companies coast to coast - get to know AVL Growth Partners at avlgrowth.com. (Sponsored)About SpringTime VenturesSpringTime Ventures seeds high-growth startups in healthcare, fintech & insurtech, and logistics & supply chain. We look for founders with domain expertise, forging a path with a truly transformative technology. We only invest in software-based businesses in the USA. We bring a people-focused approach, work quickly, and reach conviction independently. Our initial check size is $600k. You can learn more about us and our approach.     

"Elzy woke to cold, the scent of cold, of snow, of tent fabric. The coldness felt good on her hot skin. Confusion. She wasn't in her room…? The child fell asleep again before she could figure it out. Nothing seemed worth thinking through. Her head hurt. Her chest hurt."   As a child, she survived a world-changing event. As an adult, is it time for her to leave isolation behind, to more fully join the new society? An excerpt from a new novel about a potential future.

This episode features a discussion with Alan Steinfeld, a renowned figure in UFO research and metaphysics, focusing on the intersection of science, religion, and mysticism in understanding extraterrestrial existence and higher consciousness. Alan shares insights from his 30-year journey in the UFO field, including personal experiences and interactions with prominent spiritual figures. The conversation explores the recent acknowledgment of UFOs by governments, the relevance of quantum physics and ancient wisdom, and highlights from Alan's book, 'Making Contact', which addresses preparing for extraterrestrial existence with contributions from leading researchers. Topics also include the evolution of consciousness, the importance of direct knowing over belief, and humanity's potential to unite in a shared understanding of our cosmic presence, aiming to provide a comprehensive view on the collective awakening to a multidimensional existence. 00:00 Welcome to the Mystic Cast: Unveiling Cosmic Mysteries 00:41 Exploring the UFO Phenomenon with Alan Steinfeld 02:39 The Etheria Society: A Cosmic Religion for the Aquarian Age 05:03 The Evolution of Consciousness and Extraterrestrial Contact 13:53 The Ascension Process: Humanity's Cosmic Awakening 18:07 Unraveling Government Secrets and the Reality of UFOs 24:29 Making Contact: Preparing for a New Reality 25:31 Exploring Belief vs. Knowledge in Paranormal Experiences 27:04 The Role of Science and Government in UFO Research 28:55 Humanity's Extraterrestrial Origins and Evolution 30:28 The Aquarian Age: A New Era of Consciousness 30:52 The Potential of Free Energy and Its Implications 31:30 The Bifurcation of Humanity and the Emergence of a New World 33:26 The Evolution of Consciousness and the Formation of a Superorganism 37:10 The Importance of Unity and Overcoming Religious Dogma 42:42 Promoting a Unified World of Truth and Spiritual Awareness 44:24 Closing Thoughts and Future Engagements https://us.macmillan.com/author/alansteinfeld https://www.instagram.com/alan_steinfeld/ https://www.amazon.com/Making-Contact-Preparing-Realities-Extraterrestrial/dp/1250773946 - - - - Resources related to The Aetherius Society and advanced teachings - - - - - The Aetherius Society - https://www.aetherius.org/ Aetherius Radio Live - https://www.aetherius.org/podcasts/ Spiritual Freedom Show - https://www.aetherius.org/the-spiritual-freedom-show/ King Yoga FB Group - https://www.facebook.com/groups/awakeningthroughkingyoga The International Mystic Knowledge Center - http://www.mysticknowledge.org/ IMKC youtube - https://www.youtube.com/c/MysticKnowledge

The Web of Meaning: Integrating Science and Traditional Wisdom to Find Our Place in the Universe . Are you curious, even sceptically intrigued, about Artificial Intelligence's implications for humanity? Look no further than Jeremy Lent's latest book, "The Web of Meaning: Integrating Science and Traditional Wisdom to Find Our Place in the Universe." . In part 3 of this mind-bending podcast interview with Jeremy Lent, we examine the Birth of the Cybernetic Self and the Bifurcation of Humanity in an AI world. . Join the discussion on waking up from spiritual anesthesia and understanding the positive evolution of negative entropy. . Don't miss out on this thought-provoking, reality-shifting conversation with Jeremy Lent. . His latest book is titled, The Web of Meaning: Integrating Science and Traditional Wisdom to Find Our Place in the Universe . What if there's a Web of Meaning connecting our past, present, and future of who we are to all life forms? . If you have ever considered such a possibility, you will love where we are going in this series of 3 Episodes with our esteemed guest, Jeremy Lent. He is a uniquely fascinating individual who is deeply curious about exploring reality from a unique point of view. . Jeremy Lent refers to himself as an author and integrator. I promise that you and I will learn a lot from this brilliant man's insights. Jeremy writes about the underlying patterns of Meaning in history that have led our current civilization to a crisis of unsustainability. . His latest book is titled, The Web of Meaning: Integrating Science and Traditional Wisdom to Find Our Place in the Universe. It offers an integrated worldview that could allow humanity to thrive sustainably on a healthy planet into the indefinite future.    . http://JeremyLent.com   . Part 3) Bifurcation of Humanity and The Birth of The Cybernetic-Self  Going Past the Point of No Return What Makes Something "REAL" Where Have All the Animals Gone Corporate Hypnosis Waking up From the Spiritual Anesthesia Why All Issues Are Systemic The Great Unfolding The Positive Evolution of Negative Entropy The Omega Point of Humanity   The Bifurcation of Humanity and The Birth of The Cybernetic-Self . #AI #humanity #cyberneticself #JeremyLent  Dov Baron's brand new course has just been released on coursifyx.com/belonging ------------- . Titled: "CREATING A CULTURE OF BELONGING." The course is separated into eight sections that will take you by the hand and walk you through exactly how to create a culture of belonging. . Because: CREATING A CULTURE OF BELONGING MAXIMIZES PERSONAL AND CORPORATE SUCCESS. Get Ready to strap on the tanks and Dive Deep into, What it Takes to Create a Culture of Belonging in your organization! Curious to know more? coursifyx.com/belonging .  "Those Who Control Meaning for The Tribe, Also Control The Movement of That Tribe" #videopodcast #leadership #leadershipdevelopment #emotionsourcecode #neuroscience #emotional #meaning #emotional #logic #culture #curiosity #humanbehavior #purpose

Et si les inégalités environnementales devenaient un ressort de mobilisation ? Dans leur livre Comment bifurquer, le sociologue Razmig Keucheyan et l'économiste Cédric Durand posent les piliers d'un programme de planification écologique, synonyme de progrès démocratique et de justice sociale.Qu'on l'appelle transition, rupture ou bifurcation écologique, le changement de société doit s'enclencher en profondeur pour faire face à l'emballement climatique et aux mirages de la croissance verte. Ces deux auteurs s'appuient sur des expériences démocratiques et écologiques concrètes afin d'embarquer le plus grand nombre dans cette bifurcation :« Si l'on arrive à convaincre les classes populaires qu'elles sont aux premières loges des effets catastrophiques du changement climatique, on pourra peut-être trouver un ressort pour les faire adhérer à un projet de bifurcation écologique. Il faut à tout prix connecter la question de la justice sociale avec la question environnementale. » Razmig KeucheuyanRessources à lireCédric Durand, Technoféodalisme. Critique de l'économie numérique, La Découverte, Paris, 2020Razmig Keucheuyan, Les besoins artificiels : Comment sortir du consumérisme, La Découverte », 2019Erik Olin Wright, Utopies réelles, La découvertes, 2017 Ressources à écouterRazmig Keucheyan, Sortir du consumérisme, cultiver des besoins authentiques ?, Radio REcyclerie, 2023Jérémie Almosni, Véronique Ragusa-Bartolone, William Aucant, Matthieu Sanchez,Planification écologique et démocratie, l'équation impossible ?, Radio REcyclerie, 2022Enregistrement : le 15 mars 2024 à la REcyclerie / Réalisation : Simon Beyrand / Sound design : JFF / Illustration : Belen Fernandez – OlelalaRadio REcyclerie met en ondes les foisonnantes discussions enregistrées à la REcyclerie – un tiers-lieu engagé situé Porte de Clignancourt à Paris. Pour nous soutenir, vous pouvez partager l'émission autour de vous, l'évaluer positivement, et vous abonner au podcast : https://podcast.ausha.co/radio-recyclerie?s=1Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.

Recorded March 19 2024   Description   In this Frankly, Nate reflects on ten dichotomies that he sees prevalent in our current culture of information consumption and media.  We are increasingly bombarded with news from traditional media outlets as well as emerging smaller platforms. Yet interpreting these inputs depends on the individual and societal lenses we use, alongside the presentation of and quality of the information itself. Further, how are academic and scientific sources of information becoming increasingly gatekept - accessible to only those who can pay? What should individuals keep in mind as we navigate biases and underlying intentions surrounding journalism and educational content? Are we able to set aside our internalized perspectives of the world and listen to what is being said - rather than leaning into what our identities want us to hear?   To Watch on Youtube: https://youtu.be/ZRQ3g36ZtWo   For Show Notes and More: https://www.thegreatsimplification.com/frankly-original/57-information-bifurcation

Our extraordinary guest in this episode is JP McMahon, Michelin star chef, restauranteur, ambassador for Irish food and author, reprising our interview from early 2023.   In the news, we cover cattle futures and the high. Rising cost of beef, talk about experiential dining in Vegas versus highly efficient AI dining in Del Taco, Canada's poor track record (we think!) in private food innovation investment, and Sylvain's perspective on the carbon tax and alternative solutions to help manage the impacts of climate change.  About JPJP McMahon is one of Ireland's most prominent chefs. A passionate advocate of wild, seasonal and sustainable ingredients from the west of the country, he is committed to promoting the food of Galway, and to producing world-class, contemporary Irish cuisine. His Michelin-star restaurant Aniar does both, but it also feeds back into the local community on a much deeper level. His annual Food On The Edge symposium in Galway reaches even further afield, with its roll call of top chefs from all over the world. Which is why JP McMahon is one of the most influential people in European gastronomy today.The Dublin-born chef had his first food epiphany as a child while on holiday in Tipperary. While the rest of the family had burgers, he opted for a spaghetti bolognese, which was a revelation to the youngster. It set him on a course of discovery that would see him work in various kitchens, while also harbouring an ambition to become a writer. It wasn't until 2008 that he opened his first venture, a Spanish restaurant called Cava. It quickly won a reputation for serving some of the best tapas in Ireland, and it gave McMahon the confidence to embark on his most ambitious restaurant project to date.Aniar (meaning ‘west' in Gaelic) is a love letter to the produce and landscape of the West of Ireland and its rugged coast. Almost every ingredient used here is either native to the local region or from somewhere else in Ireland, whether it's foraged seaweed and Galway Bay oysters, or seasonal sea urchins and truffles. Terroir is the central theme, and although the menu changes daily, it is certain to have a distinctive local flavour that mirrors McMahon's cooking philosophy. Pickled, smoked, cured and fermented ingredients hint at his commitment to the environment, using the methods of the past in order to inspire future sustainability.Among JP McMahon's signature dishes are his Galway Bay oyster with pickled seaweed, oyster emulsion and sea herbs. His Dexter beef tartare, smoked egg yolk and pepper dulse seaweed showcases some of the very best farmed and foraged ingredients in the country. Meanwhile, his cod and seaweed beurre blanc with trout roe reveals the very best of the west coast of Ireland.Aniar has retained a Michelin star since 2013, but its significance locally has more impact than mere awards. McMahon founded the Aniar School Project, in which he teaches children of all ages about the importance of food. And the Aniar Cookery School, also led by McMahon, aims to instruct chefs of all levels how to cook local ingredients sustainably. The conversation about the environment doesn't stop there, however.At the annual Food On The Edge symposium, chefs from around the world gather in Galway to discuss the future of food. As founder and director, McMahon plays a key role in setting the agenda, but with participants of the calibre of Massimo Bottura, Elena Arzak, Matt Orlando and Amanda Cohen, the discussion frequently branches out in all kinds of fascinating tangents, from food waste to mental health. The idea is to bring people together to share ideas and form powerful collaborations that can help change the way we think about food. Some of the chefs also participate in Aniar's Chef Swap initiative, which sees guest chefs from all over the world take over the kitchen and create their own menu.It's this ethos of collaboration that typifies JP McMahon's work, not only as a chef, but also as a culinary thought leader. Whether it's local food producers in the West of Ireland, or celebrated chefs from the other side of the world, the emphasis is on working together to ensure a better future for all. That way, the author of the book 10,000 Years Of Irish Food is aiming to ensure another 10,000 more.Source: https://www.finedininglovers.com/people/jp-mcmahon The Food Professor #podcast is presented by Caddle. About UsDr. Sylvain Charlebois is a Professor in food distribution and policy in the Faculties of Management and Agriculture at Dalhousie University in Halifax. He is also the Senior Director of the Agri-food Analytics Lab, also located at Dalhousie University. Before joining Dalhousie, he was affiliated with the University of Guelph's Arrell Food Institute, which he co-founded. Known as “The Food Professor”, his current research interest lies in the broad area of food distribution, security and safety. Google Scholar ranks him as one of the world's most cited scholars in food supply chain management, food value chains and traceability.He has authored five books on global food systems, his most recent one published in 2017 by Wiley-Blackwell entitled “Food Safety, Risk Intelligence and Benchmarking”. He has also published over 500 peer-reviewed journal articles in several academic publications. Furthermore, his research has been featured in several newspapers and media groups, including The Lancet, The Economist, the New York Times, the Boston Globe, the Wall Street Journal, Washington Post, BBC, NBC, ABC, Fox News, Foreign Affairs, the Globe & Mail, the National Post and the Toronto Star.Dr. Charlebois sits on a few company boards, and supports many organizations as a special advisor, including some publicly traded companies. Charlebois is also a member of the Scientific Council of the Business Scientific Institute, based in Luxemburg. Dr. Charlebois is a member of the Global Food Traceability Centre's Advisory Board based in Washington DC, and a member of the National Scientific Committee of the Canadian Food Inspection Agency (CFIA) in Ottawa.About MichaelMichael is the Founder & President of M.E. LeBlanc & Company Inc. and a Senior Advisor to Retail Council of Canada and the Bank of Canada as part of his advisory and consulting practice. He brings 25+ years of brand/retail/marketing & eCommerce leadership experience with Levi's, Black & Decker, Hudson's Bay, Today's Shopping Choice and Pandora Jewellery.Michael has been on the front lines of retail industry change for his entire career. He has delivered keynotes, hosted fire-side discussions with C-level executives and participated worldwide in thought leadership panels. ReThink Retail has added Michael to their prestigious Top Global Retail Influencers list for 2024 for the fourth year in a row.Michael is also the president of Maven Media, producing a network of leading trade podcasts, including Remarkable Retail , with best-selling author Steve Dennis, now ranked one of the top retail podcasts in the world.Based in San Francisco, Global eCommerce Leaders podcast explores global cross-border issues and opportunities for eCommerce brands and retailers.Last but not least, Michael is the producer and host of the "Last Request Barbeque" channel on YouTube, where he cooks meals to die for - and collaborates with top brands as a food and product influencer across North America

durée : 00:54:43 - La Terre au carré - par : Mathieu Vidard - La bifurcation est définie comme une restructuration de l'appareil politique, économique et des modes productifs. Alors que la planification a été jusqu'à présent productiviste, comment la penser dans le cadre des écosystèmes et des limites planétaires ? - réalisé par : Valérie AYESTARAY

durée : 00:54:43 - La Terre au carré - par : Mathieu Vidard - La bifurcation est définie comme une restructuration de l'appareil politique, économique et des modes productifs. Alors que la planification a été jusqu'à présent productiviste, comment la penser dans le cadre des écosystèmes et des limites planétaires ? - réalisé par : Valérie AYESTARAY

Scifi author Caroline Ailanthus joined me for an author conversation about her new book, sci-fi, writing, research and more! Enjoy this episode! #writingcommunity #sci-fi #podcast Find out more about Caroline here: https://newsfromcaroline.wordpress.com/bifurcation-events/ If you like what we do, you might consider buying us a coffee. You can do so here: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.buymeacoffee.com/booklovercom⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠   or here: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ko-fi.com/bookcompanion⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠   You can also support us via Paypal: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.paypal.com/paypalme/bookcompanion⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠   or via Patreon: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.patreon.com/bookcompanion⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠   Follow us: Web: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://book-lovers-companion.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://twitter.com/book_companion⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Facebook: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.facebook.com/ez.fiction.7/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.instagram.com/book_companion/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Youtube: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.youtube.com/channel/UC6vyAyrh3zzsxNeexfyU0uA⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠   Feedback is always welcome: bookcompanioncontact@gmail.com   Music: English Country Garden by Aaron Kenny Video Link: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://youtu.be/mDcADD4oS5E⁠ --- Send in a voice message: https://podcasters.spotify.com/pod/show/ez-fiction2/message

Economist David Rosenberg, founder and president of Rosenberg Research, shares his macroeconomic view of the economy and explains why he's not throwing in the towel on his recession call. Rosenberg highlights the importance of understanding the business cycle and the impact of interest rates. While many economists have thrown in the towel on their recession calls, Rosenberg remains in the recession camp, pointing out that the economy is weaker than the narrative suggests. He also emphasizes looking at the full picture, noting the divergences in various economic indicators.  Elsewhere, Rosenberg provides insights into the Federal Reserve's rate policy and its implications for bond and equity markets. Rosenberg is bullish on bonds and explains how you could make a 20% total return in the 30-year Treasury. SPECIAL OFFER: Viewers and listeners of The Julia La Roche Show can access a free 30-day trial of Rosenberg Research with no upfront commitment. The free trial grants access to Rosenberg Research's premium service, where you'll receive complimentary macro and market insights every day. Request a trial at this link: https://hub.rosenbergresearch.com/free-trial Timestamps 00:00 Introduction, welcome, macro picture 0:54 Economists throwing in the recession towel 2:55 State of the consumer 4:15 Fiscal stimulus 6:40 Bullish on bonds, sees equity-like returns  7:30 Recession call  10:30 Bifurcation and divergencies in the markets and economy  12:00 GDP and GDI  14:00 Growth in credit card usage, epic drawdown in personal savings 15:00 Employment  22:30 Fiscal policy likely to be a drag 24:30 Household balance sheets - auto loans and credit card delinquencies  26:30 GDP likely close to flat this year 28:30 Outlook for Federal Reserve rate policy, need to go to 2.5% 35:45 Yield curve, why you could make more than 20% total return in 30-year Treasury bond 38:20 Implications equity markets if Fed cuts rates 44:30 Stock market has become a bidding war 48:27 Equity risk premium  53:33 Bob Farrell's influence 57:44 Parting thoughts

Welcome to The Nonlinear Library, where we use Text-to-Speech software to convert the best writing from the Rationalist and EA communities into audio. This is: My guess at Conjecture's vision: triggering a narrative bifurcation, published by Alexandre Variengien on February 6, 2024 on LessWrong. Context The first version of this document was originally written in the summer of 2023 for my own sake while interning at Conjecture and shared internally. It was written as an attempt to pass an ideological Turing test. I am now posting an edited version of it online after positive feedback from Conjecture. I left Conjecture in August, but I think the doc still roughly reflects the current Conjecture's strategy. Members of Conjecture left comments on a draft of this post. Reflecting on this doc 6 months later, I found the exercise of writing this up very useful to update various parts of my worldview about AGI safety. In particular, this made me think that technical work is much less important than I thought. I found the idea of triggering a narrative bifurcation a very helpful framing to think about AI safety efforts in general, outside of the special case of Conjecture. Post outline In sections 1-2: I'll share a set of general models I use to think about societal development generally, beyond the special case of AGI development. These sections are more philosophical in prose. They describe: How memes craft default futures that influence the trajectory of a society by defining what "no action" means. (sec. 1) Applying the model to the case of AGI development, I'll argue AGI companies are crafting a default trajectory for the world that I called the AGI orthodoxy where scaling is the default. (sec. 2) In sections 3-6: I'll share elements useful to understand Conjecture's strategy (note that I don't necessarily agree with all these points). Describe my best guess of Conjecture's read of the situation. Their strategy makes sense once we stop thinking of Conjecture as a classical AI safety org but instead see their main goal being triggering a bifurcation in the narratives used to talk about AGI development. By changing narratives, the goal is to provoke a world bifurcation where the safety mindset is at the core of AGI development (sec. 3-4). Talk about how the CoEm technical agenda is an AI safety proposal under relaxed constraints. To work, the technical agenda requires that we shift the narrative surrounding AGI development. (sec. 5). End with criticism of this plan as implemented by Conjecture (sec. 6). By "Conjecture vision" I don't mean the vision shared by a majority of the employees, instead, I try to point at a blurry concept that is "the global vision that informs the high-level strategic decisions". Introduction I have been thinking about the CoEm agenda and in particular the broader set of considerations that surrounds the core technical proposal. In particular, I tried to think about the question: "If I were the one deciding to pursue the CoEm agenda and the broader Conjecture's vision, what would be my arguments to do so?". I found that the technical agenda was not a stand-alone, but along with beliefs about the world and a non-technical agenda (e.g. governance, communication, etc.), it fits in in a broader vision that I called triggering a narrative bifurcation (see the diagram below). 1 - A world of stories The sculptor and the statue. From the dawn of time, our ancestors' understanding of the world was shaped by stories. They explained thunder as the sound of a celestial hammer, the world's creation through a multicolored snake, and human emotions as the interplay of four bodily fluids. These stories weren't just mental constructs; they spurred tangible actions and societal changes. Inspired by narratives, people built temples, waged wars, and altered natural landscapes. In essence, stories, through their human bodies, manifested in art, architecture, social structures, and environmental impacts. This interaction g...

The CIO role is changing. How is it changing and what does it mean to you?

Outline00:00 - Intro01:33 - Starling Flock Formations07:17 - Harvesters ants in the desert16:54 - Decision making in the natural world and opinion dynamics 32:08 - A geometric look at political polarization36:50 - Control theory and dancing53:25 - CreativeX55:25 - On creativity57:47 - Advice to future studentsLinksAndrea Cavagna - http://tinyurl.com/uywn592jIrene Giardina - http://tinyurl.com/4jmk2h5n Starling Flock Networks Manage Uncertainty in Consensus at Low Cost: http://tinyurl.com/hc7wz5zpRegulation of harvester ant foraging: http://tinyurl.com/4s7samffFitz-Hugh-Nagumo model: http://tinyurl.com/yer32bhsBistability and Resurgent Epidemics in Reinfection Models: http://tinyurl.com/2p98fhpcSIR model: http://tinyurl.com/mrxdjvycMulti-agent system dynamics: Bifurcation and behavior of animal groups: http://tinyurl.com/ycx6ue2zFast and Flexible Multiagent Decision-Making: http://tinyurl.com/yd3azrjeA. Franci - http://tinyurl.com/5y5cn9yzA. Bizyaeva - http://tinyurl.com/3trp7c53M. Golubitsky - http://tinyurl.com/5ebkdtncI. Stewart - http://tinyurl.com/53nws9yzMulti-agent Decision-Making Dynamics Inspired by Honeybees: http://tinyurl.com/3jxmrkvdNonlinear Opinion Dynamics With Tunable Sensitivity: http://tinyurl.com/33mb23tbThe Nonlinear Feedback Dynamics of Asymmetric Political Polarization: http://tinyurl.com/rjdntrbpFlock logic: http://tinyurl.com/yyze25szThere may be others: http://tinyurl.com/fetjhecnSocial decision-making driven by artistic explore-exploit tension:  http://tinyurl.com/4r2uxebrRhythmbots: http://tinyurl.com/mr3k9f43CreativeX (Naomi's website): http://tinyurlSupport the showPodcast infoPodcast website: https://www.incontrolpodcast.com/Apple Podcasts: https://tinyurl.com/5n84j85jSpotify: https://tinyurl.com/4rwztj3cRSS: https://tinyurl.com/yc2fcv4yYoutube: https://tinyurl.com/bdbvhsj6Facebook: https://tinyurl.com/3z24yr43Twitter: https://twitter.com/IncontrolPInstagram: https://tinyurl.com/35cu4kr4Acknowledgments and sponsorsThis episode was supported by the National Centre of Competence in Research on «Dependable, ubiquitous automation» and the IFAC Activity fund. The podcast benefits from the help of an incredibly talented and passionate team. Special thanks to L. Seward, E. Cahard, F. Banis, F. Dörfler, J. Lygeros, ETH studio and mirrorlake . Music was composed by A New Element.

EP316 - Annual Predictions 2024  Jason visited the Walmart Neighborhood Market in Pea Ridge, Arkansas featuring drone delivery. Here is a video for those interested. 2023 Predictions Recap Jason: At least 2 retail bankruptcies (besides Party City) Yes BNPL Consolidation (Klarna, Affirm, Afterpay. Sezzle) – at least one merges/exits US or BNPL. No Shopify launches an ad product such as a retail media network Yes Meta/Google/TikTok lose ad share to new social media platforms and retail media networks. No Live Streaming Commerce Still not meaningful in US in 2023 (less than 5% of social commerce in US) Yes Jason Total Score: 3 of 5 Scot: Amazon uses this 2022 setback/slowdown/reversion to the mean for a public resetting of expectations, but behind the scenes they take share and raise the bar on shipping. Yes Shopify is acquired No An innovation in e-commerce powered by ai (gpt4) surprises us by how fast it's adopted and how cool it is. Yes E-commerce accelerates back to the mean in 2H after a mean regression in 1H. E-com returns 10-15% growth rates. Yes Sephora and/or Ulta move to a subscription model for new product discovery. Yes Scot Total Score: 4 of 5 Trends revert to the mean, and Scot is back on Top! 2024 Predictions Jason: Retail Media Networks go In-store. At least 1 top 20 retailer launches a digital in-store ad network AI is even hotter at end of 2024 than now. Most text boxes in E-Com are GenAI powered. A least one retailer has an AI based auto-replenishment solution with significant adoption. Bifurcation drives at least two more retail bankruptcies, including 1 national specialty retailer, and one general merchandise/dept store. (two top 50 retailers) China companies focus more on West and get more traction. Shein successful IPO. Temu US gets to at least 75% of target US E-Com. Grocery E-Commerce goes from $95B to $125B in 2024 (after being down in 2023 per Bricks meets clicks). Bonus: Live-steaming, MetaVerse, Crypto still not a major thing in e-commerce; Management stops blaming performance on retail crime; and Smaller RMN's fail. Scot: Amazon relaunches Alexa on a native LLM Temu falters as people realize it's wish 2.0 RMN is currently $52b, growing 20% y/y, accelerates in 24 to 30% and $67b (coresight has the 52 datapoint) Instacart who's stock IPO'd at $33 and now is $23, solves ads and pops to 40 While everyone thinks Shein/Temu takes share from Amazon, they end up hurting Nordstrom, Macys and Target instead – materially (10%+) focus on apparel, maybe take target out? Don't forget to like our facebook page, and if you enjoyed this episode please write us a review on itunes. Episode 316 of the Jason & Scot show was recorded on Thursday, January 11th, 2024. http://jasonandscot.com Join your hosts Jason "Retailgeek" Goldberg, Chief Commerce Strategy Officer at Publicis, and Scot Wingo, CEO of GetSpiffy and Co-Founder of ChannelAdvisor as they discuss the latest news and trends in the world of e-commerce and digital shopper marketing. Transcript Jason: [0:23] Welcome to the Jason and Scott show. This is episode 316 being recorded on Thursday, January 11th. I'm your host, Jason Retail Geek Goldberg. And as usual, I'm here with your co-host, Scott Wingo. go. Scot: [0:39] Hey, Jason, and welcome back. Jason and Scott show listeners. Well, folks, this is one of our most popular shows of the year. This is our Jason and Scott annual prediction show. This is where being an audio podcast really works against us. You can't see us, but Jason, I normally wear leisure wear when we record the podcast, but tonight we're wearing tuxedos. Jason, I really like that cummerbund. It looks really good on you. Jason: [1:04] Thanks. Scot: [1:04] I feel like you've really elevated elevated your game this year the the suede tuxedo really suits you thanks thanks and the extra glitter on the bow tie was my daughter's influence smart the the 17 year old touch as you can never have enough glitter that is literally what she says half the time so yeah this is the show where we make we kind of self-score last year's predictions which would have been the predictions we made this time last year early January for 2023 and then we make new ones for this year the 2024 2024 predictions but before we jump into that Jason we're recording this on the Eve of nrf big show and I know that's a huge show for you it's now I think it's expanded it's always a fun weekend show which I've always appreciated that that was sarcasm and then I think they've extended it you know I think it was like what was it Saturday Sunday Monday and now there's like a Tuesday and then there's pre-days and post days so it's like a whole it's like a whole month of nrf big show are Are you teed up and energized and ready to go? Jason: [2:06] Yeah, and I feel like if all those things weren't exciting enough, you know, it's like 113 years old, and it's always over a holiday, Martin Luther King Day, and it always draws a blizzard, like either on the first day or the last day. And so this year, maybe we'll get both. Scot: [2:22] Yeah, yeah, and it's always fun. And it used to be there was nothing down in that part of New York, and now at least they have, what's that thing called? Hudson Yard or whatever. Jason: [2:29] Yeah, yeah, yeah. Yeah, I feel like Manhattan has grown up around Javits a little bit. So you are definitely right. I have clients and partners with offices that are now walking distance from the show. And Hudson Yard is pretty cool. Scot: [2:42] Yeah, very cool. Now, are you speaking and also on behalf of the listeners, what are you going there to learn more about? Jason: [2:51] Yeah, so in the highly unlikely event, there's anyone that listens to this show that doesn't already know what the show is. National Retail Federation's big trade organization represents retail in the United States. It's their big event. 30,000-ish people come to New York City. Tons of exhibitors in a wide variety of fields. The area that's always fun for me is one area of the show is dedicated to innovation. So they give like inexpensive booths to small companies that, you know, aren't ready to invest in a big booth. And many of these are startups or startups from other countries. And, you know, so it's always, there's always a lot of wacky dubious stuff there. But in between that, there's usually some, you know, kind of cool ideas. And it's often the first place you'll see something that a few years down the road becomes, becomes one of the innovative new parts of retail. So I love walking the innovation center. Last year, retail media networks were the big thing at this show, and I'm sure they're going to be a big thing again this year. People were starting to talk about AI last year, but this year, I think it's just going to be off the hook. I think in order to get a booth, you had to say you were an AI company. I'm pretty sure the trash is getting emptied by AI sanitation engineers. [4:09] I feel like it's simultaneously going to be wildly overhyped and super important and transformative to the industry. So that'll be interesting to see how that all plays out. I like to talk about food and grocery a lot and InterF has done a lot to expand their coverage of the food industry. So there's a whole separate portion of the trade show dedicated to grocery retail vendors and a whole content track. So that stuff is all interesting. John Furner, the president of Walmart, will have a keynote. A bunch of other retailers will have keynotes. Magic Johnson is kind of the outside speaker that they're hyping this year, which is, I mean, fine, but I don't go for those paid, not retail speakers that much. And then I am speaking, I am doing a session on one of the featured stages that is entitled, Coming to America, which is all about what Western brands can and should be learning from the Chinese brands that are now successfully doing business in the US. And so most notably, Timu, Shein, and probably a little bit of TikTok. [5:26] Yeah very cool i also saw on linkedin that you had what i would call a close encounter with a. [5:32] Drone experience what tell us more about that i did so i mean scott i'm sure you remember this but it was like i looked it up it was like 2013 that jeff bezos was on 60 minutes and was like oh and we're going to deliver all the packages via drone wasn't it the eve before cyber monday was like that sunday night before yeah cyber money yeah and so he made that announcement and you know that sounded incredibly far-fetched and i don't know if you remember but i had a session that i was doing an internet big show that year and i dressed up a drone with the amazon air logo and landed it on stage at the javits center or i had someone that was better than me landed on stage at the javits center in the middle of my presentation as a joke and i got in huge trouble for that that's wildly illegal that's why they call you retail geek yeah sometimes it's better to ask forgiveness than permission is my philosophy on that one. But back then, it was like this kind of silly science fiction. And since then, we've on this show and in the press and media talked about various kind of edge use cases where drone delivery might actually make sense or be economical. And we've talked a lot about some of these pilots that both Amazon Amazon and Walmart are running. And so I know it's a real thing and you can really do it. And maybe in some use cases, it's even practical at this point. [6:57] This December, last December, so last month, I did my last trip of the year to Walmart, which is in Bentonville, Arkansas, which side note, downtown Bentonville is beautiful for Christmas. They have a super cool light show. So if you've never visited Walmart, that's the time to do it. But there is a small Walmart neighborhood market, which is their grocery store concept, which is in a small community of 5,000 people about about 30 miles away from Bentonville called Pea Ridge. And so I drove out to Pea Ridge to visit the Walmart neighborhood market. And behind the neighborhood market is a drone center. And they are actually delivering packages via drone on an ongoing basis for all the residents of this 5,000 person community. And so standing in a parking lot and having a bunch of these planes, and the Walmart ones are fixed wing aircraft, launch and like zoom over your head and all the signs in the parking lot, you know, say low flying aircraft beware. [8:00] And like seeing all these planes like launch, it was more fun and cool than I expected it to be. And what's particularly cool is this particular model, the way they recover the planes is the planes all have a hook on the tail and they literally have a a retractable zip line that like two robot arms raise up and it puts the zip line across the drone center, which is elevated. And the plane flies into the zip line and gets hung up and it just swings like a swing until it loses momentum. And so, you know, I just sat there for like probably 45 minutes and watched like 10 planes launch and get caught by the zip lines. And I I made a video and put it on LinkedIn. So I edited it down to like a minute, but I know this is not new news to most people on this show that there's drone deliveries, but I'm telling you like when you actually see one in person, it's still kind of cool. Scot: [8:58] Neat. Are they, obviously they're not going to carry like a gallon of milk or something super heavy like that. What's their payload max on this? Jason: [9:06] Yeah, so I am not super well-versed on exactly what, like the one part of the experience I couldn't see, unfortunately, Unfortunately, you'd have to be pretty lucky to be out of residence when a delivery was happening. I think it's like a four-pound payload, and it's dropped via parachute. And I know the way it works is you register in advance to be a drone delivery site, and then you're given a little foldable circle target that you put in your backyard, and the drone drops the packages right on this target. And so, you know, Walmart neighborhood market is… Scot: [9:42] It's a grocery store with like you know dry goods and pharmacy and stuff like that so i i think it's a lot of like bottles of advil and things like that that are likely getting delivered there, very cool so head over to linkedin and look up jason and it's it's the post that starts you know x years ago on 60 minutes and it's in there yeah i'll put a link in the show notes if you if you want to find it quick cool one last topic we wanted to cover before we get into the meat of of the prediction show, Jason and I have been getting a lot of questions from listeners and it concerns a slowdown in our frequency. Well, no one can pull the wool over our listeners' eyes. You guys caught us. We have slowed down our frequency. And that's because starting with the next episode, 317, we're going to rebrand and it's going to be the Jason Bott and Scott Bott show. And nothing's going to really change. We are going to increase the frequency. It's going going to be daily. You guys wanted more shows. So next year, we're not going to do 365. That would be too much, but like 355, something like that. And you probably guessed by the rebranding that it's going to be Jason and I writing the outline of the show. But Jason, being the geek he is, has created a Gen AI version of himself that's been trained on 800 hours of Jason content. and he produces a lot more content than I do. So about 300 hours a month. So congrats, Jason, on this technological breakthrough. Jason: [11:09] Yeah. I'm super excited about that. You've disclosed one of the secrets to our success is that every episode is about a three to one ratio of Jason and Scott. Scot: [11:22] Since you do the audio editing, I try to go easy on you and you're self-inflicting your own pain. Yeah. Jason: [11:27] The truth, and that may be the norm, but the truth is we have two kinds of shows. There are shows where you are much more dominant than I am. And then there's shows where I I contribute more than you. It's kind of funny to see the flip-flop. If you get an interesting entrepreneur or you get a deep dive in a really arcane portion of Amazon's business, you get a lot of Scott. Scot: [11:48] Yeah. Yeah, that's where I thrive in the darkest corners of the interwebs. Yeah. Seriously, though. Jason: [11:55] I was just going to say one side note on that. That LLM we trained, you can now buy on the OpenAI GPT store that went live tonight. Scot: [12:03] Yeah, and you can have your own personalized. We get a lot of requests for personalized shows, so you can just write your own. Jason: [12:09] There you go. Scot: [12:09] Yeah. We'll talk to you in a three-to-one ratio of Jason to Scott. But seriously, though, we do not have an LLM. We wouldn't do that to you, but our frequency has decreased. We looked this up, and our first show was on November 14, 2015, if you believe it or not. So that's over eight years ago we started. This will be our ninth year. And yeah, so that's a lot of content. And when we started, I had just, I was one year into my current company Spiffy, and now we'll be celebrating our 10 years this year at Spiffy. And we had five employees and now we have about 500. Jason worked for Razorfish and he only had two words in his title. And now he works for the biggest or one of the biggest ad agencies with a fancy French name called Publicis. [12:59] And he has 16 words in his title. So there in his world, you measure your success by the size of your title. And he has done awesome. So both of those endeavors have kept us a little bit busier than we were nine to 10 years ago. So that is the root cause of our slowdown. We did the math and we actually did 15 shows last year. So it was like monthly plus a couple extras, plus three, if you will. We used to do around 50 a year. So you're all right. We have reduced the frequency. Apologies for that. this is a passion project for us so our revenue good news our revenue has not gone down which is which is good because we don't make any revenue we just love talking about this stuff and hanging out together and that was the whole genesis of this show and still is true even though we have less time to do it anything you want to add there jason yeah no i i think i mean obviously i feel like we've both gone a tremendous amount out of the show and we we love it and want to want to keep it going we want to make sure when we do shows that that they're interesting and valuable for folks. Jason: [13:57] And so one of the things that I've gotten a lot of feedback on is we, you know, every year we've always done a handful of these deep dives on particular topics. And I feel like the shows we get the most compliments on are when we do these deep dives or when we do really detailed breakdowns on the Amazon earning shows. And so, you know, certainly we'll still keep the Amazon earning shows on the schedule, but like, I'd like to lean into if, you know, if we are going to, you know do sort of one to two shows a month uh lean into some of those like more prep higher production deep dives as well so that is one of my new year's resolutions is to drink a lot more ice coffee and the other one is going to be to make sure we get get some relevant deep dives into the show schedule every year yeah there's got to be on the topic of ice coffee there has to be some limit to what the human body can endure there so it's going to be interesting too you're kind of a tim Tim Ferriss body experiment mode with the level of coffee you're reaching. Scot: [14:58] So I look forward to seeing how this goes. Jason: [15:00] Hack myself. Scot: [15:03] Okay. With that housekeeping out of the way, let's jump into the meat and potatoes of the show. As mentioned, this is our annual prediction show. Way back in episode 301, recorded on January 20th, 2023, we made five predictions each about what would happen in the upcoming year, which was 2023. 23. Let's go through and review our performance because jason is first in our title he always gets to go first decision i greatly regret from eight years ago just kidding my memory from eight years ago is you did name the show yeah scott and jason just doesn't it doesn't sound right obviously so here we are so jason go ahead i'll read your prediction and then you self-score All right, Jason, prediction number one, insert drum roll sound effect. You predicted, prediction number one, at least two retail bankruptcies besides Party City would occur. How'd you do on that one, Jason? Jason: [16:03] Yeah, well, Mr. Debbie Downer was right. The Party City reference was because Party City had already declared bankruptcy by mid-January of that year. But unfortunately, there were a number of other bankruptcies last year. So the marquee one was probably Bed Bath & Beyond, although they have a new life as the brand for Overstock. Talk david's bridal right aid but the one that i'm personally maybe the most sad about and i know you were a customer if not a fan was boxy yeah yeah very sad yeah so i'm giving myself credit for that that first one although i feel like a bad person for making negative predictions, it's kind of part of your personality i used to be the malageddon guy and now you flipped lived through the bankruptcy guy. Scot: [16:49] So I appreciate you carrying the banner on that one. Jason: [16:52] I'm here for you, man. Scot: [16:53] Okay. So that's so far one out of five is what we're scoring you. So one right, zero wrong. And number two, buy now, pay later consolidation. Klarna, Affirm, Afterpay, excuse me, Afterbuy is another one, et cetera. At least one of these will emerge or exit the US or BNPL altogether. Jason: [17:15] Yeah, and I failed. Those companies, for the most part, continued to gain traction. I want to say Sezzle had some valuation problems, although it started to recover in Q4 this year, but they're all viable, independent entities still going. So that is a miss. Scot: [17:34] Okay, cool. So we're now tied one and one, one right, one wrong out of the first two. So batting 50, which is pretty good for a batting average. Above my my career average i'm pretty sure yeah yeah we we i have i will self-admit we've done a terrible job of track tracking this over the years because you know it's really fun and it's just trying to it's good exercise and i recommend you do it too listeners because it makes you think, in a little bit longer term way and when you make a prediction and you don't have to put yours out there but when you put it out there it makes you think a little bit a little bit deeper about it Your third prediction, prediction number three, was in 2023, Shopify will launch an ad product such as a retail media network. You were banging the RMN drum back then. Jason: [18:22] Oh, for sure. So this is a complicated one. I feel like I kind of got it right, but full disclosure, not in the way I expected. So when I wrote that, I really thought, gosh, Shopify's got, you know, all these independent stores that are probably too small to have retail media networks. That, you know, one of the interesting products Shopify could launch is a sort of a confederate network where, you know, all these individual sellers opt into a shared advertising product that Shopify could administer and help all these sites to monetize their traffic. And that did not happen. But what I wrote was launch an ad product such as a retail media network. And last year, Shopify did launch, they already had a product called Shopify Audiences, which is buy data on anonymous data on people that use ShopPay to help target ads. And last year, they added automated integrations with Snap, Criteo, which Criteo is a multi-platform advertising platform, and TikTok. So as a Shopify seller, you could now say, hey, I want to go buy an ad using Shopify customer data to define your market it and have it automatically placed on all these different digital media platforms. So I don't know. I feel like I kind of lucked into it because it didn't happen the way I thought, but it kind of did happen. Yeah. Scot: [19:49] Okay. We will give you, so at this point we're on number three and you've got two right, one wrong. Heading into the fourth prediction. And this one was in 2023, Meta, Google, TikTok are going to lose ad share to new social media platforms and retail media networks. How did you do on that one? Jason: [20:10] The real answer is I don't know. So I expected it to be much more prominent. And the tail of the tape is kind of mixed. Using eMarketer data, Google lost share across all their properties. So they went from 28% to 26%. Meta was kind of flat at 20%. They They lost share in Facebook but gained a little share in Instagram. And then TikTok actually grew a little share, so from 2% to 2.4%. And then the retail media networks obviously did gain share, but they're smaller. So Amazon went from like 11% to 13%. Walmart went from like less than 1% to 1.2%. So it kind of happened, but it happened. Scot: [20:56] To a tenth of a percent instead of what i i sort of felt would happen which was multiple percentages so i'm gonna not give myself credit for that one okay that's very generous of you, we uh this is the trick of writing these in hindsight you're always you wish you'd put like a clear number there so you'd be easier to score 100 100 they're kind of being squishy all right so here on number four you're at you're back to 50 50 so two right and two wrong and then one One quick clarification was this share of digital ads, like not all ads, right? Like not TV and stuff in the DOM denominator. All right. Number five prediction for Jason Retail Geek. For 2023, live streaming commerce, still not meaningful in the US. It will be less than 5% of social commerce in the United States of America. How'd you do on that one? Jason: [21:50] Also, the real answer is don't know because it turns out there's no good data source for truly measuring live streaming commerce. The estimates, which are based on these kind of thousand person surveys, are that all video commerce in the US is like 32 billion to 50 billion. And so how much of that like really happened live? Even if all of that was live, it's still not 5% of total e-commerce, but like what what percentage of e-commerce is social commerce. I just, I ended up feeling like I wrote a bad, squishy forecast, but there is part of me that wants to say, hey, the spirit of this was people aren't gonna be shopping for products live on video and it's not gonna be very meaningful. And I think that that is absolutely the case, that it's not meaningful. Scot: [22:39] Yeah, one thing that's interesting about, kind of like thinking back on 2023 with streaming, There's a couple of things I'm kind of just pontificating here. I don't I don't have an I'm not scoring you. Yeah, I kind of want to use this opportunity to pick your brain. So, you know, we have TikTok shops. I'm going to guess you don't think that's live streaming, right? Because it's like a recorded video and you're selling an ad next to it. Is that exactly? Jason: [23:04] And when you say I don't think it's live streaming, it's because it's it's not. Scot: [23:07] It's not. You're not putting it in your definition of live streaming. Yeah. Jason: [23:11] And that's something different to you. Scot: [23:13] But it's like a static streaming revenue or something. I don't know. Jason: [23:17] Yeah, I think there is video commerce, right? And even video commerce is not a very big thing. But most of TikTok shops and YouTube native checkout and these other experiences are what we would call video commerce. And there are now a couple vendors that have decent size revenue helping enable video commerce. So I think of someone like a fireworks, for example, that, that adds, adds video commerce to a lot of e-commerce sites and ad platforms. Scot: [23:45] And then how about, so there was a really interesting experiment and I don't think we talked about it because we were deep into the holiday data stream, but you know, Amazon had Thursday night prime video football. And then on Thanksgiving, the Friday after Thanksgiving, they bumped the game and did it on Friday. And part of that was if you watched the thing that's fascinating about the Amazon live stream is there's like three or four sub streams in there. And one of them had basically QR codes and you could buy right from the ad. Yeah. Is that live streaming or it was like an ad next to a football live stream in your view? Yeah. Jason: [24:23] So I do think that would meet the definition of live streaming because most people watch that game live. live, and they didn't disclose any data on how those were done. I could tell you in talking to several people that bought those ads, there was not meaningful engagement with the QR codes. [24:43] And so, yeah, you know, I think there's still lots of experiments. I think there's use cases where native checkout in video makes a lot of sense. There's even a few use cases where live video make sense, but they're edge cases. They're not, it's not the main thing. And again, there's a big difference between China and the US. There is a ton of content that is streamed only live and allows you to buy stuff in China, but it's mostly deals stuff. It's kind of like the next generation of guilt.com, if you will. And it's mostly like very scarce items. So it's farmers in tier three cities in China selling their produce for the week. And when they're out, they're out. And so they don't store the video and have people watch it later in order because they sell all their apples during the live stream. And that's a meaningful way people sell stuff in China. It's just it's just not I mean like the vast majority of video can be time shifted in the US and then it's not live streaming and you know we still for the most part don't have people buying a lot of stuff even you know through through video that's not live so I feel like because of the success in China it gets a little overhyped in the US and I feel like it hasn't lived up to the hype a. [26:02] Year ago though I would argue there are a bunch of vendors telling us that this is the next thing and we're all going to be out of business if we don't jump on the bandwagon and i can assure you if you did not jump on that bandwagon you you potentially are still in business. [26:14] Got it i know how amazon's going to solve this so hear me out this is this is an unofficial prediction and i know andy jassy listens to this show so andy here's how to solve this i'm going to share my entrepreneurial insights number one you have to keep travis and taylor together number Number two, you've got to get the Kansas City game next Friday after 2024 is Thanksgiving. Scot: [26:36] And then you have to sell exclusive Taylor merchandise on that game. So that's how you're going to get the engagement you want. You got to tap into the Swifties. Jason: [26:45] Yeah, I feel like the Swifty economy is a way to solve any business problem. I'll totally agree with that. I will throw out Amazon, you know, did lean into live streaming and they had a product called Talk Shop Live. And you know by all accounts it wasn't very successful the people they they bribed influencers with extra bonuses to produce content and as soon as they stopped offering those bonuses all those influencers moved off the platform and now it there's a a version of it that still exists but once again it's not live yeah yeah uh okay so what does that give me three out of three uh Uh, three out of five. Scot: [27:25] Yeah. So you, so three, correct. Two wrong. So that's good. You have a winning average. That's very similar to my college career. Jason: [27:32] Yeah. Scot: [27:32] There you go. Yeah. Gentleman's a D minus. Yeah. Jason: [27:40] So now let's get to Mr. Sparty Pants, who I suspect and fear did much better than me. So Scott, you'll remember your first prediction. It'll come as a shock to no one involves Amazon, right? Amazon uses this 2022 setback slash slowdown slash reversion to the mean for a public resetting of expectations. But behind the scenes, they take share and raise the bar on shipping. Scot: [28:09] Yeah. I, um, the shipping part was surprisingly clairvoyant there because, you know, what they did in 2023 is one of the things Jassy dug into this and they did these, what do they call it? Nodes regional. Yeah. These regional nodes. And they, they started zoning out at a tight level. They were moving too much product too far unnecessarily. And they, they really tightened that up and it allowed them to cut costs pretty dramatically on shipping and get a lot of leverage that that everyone was surprised about but also and this is nice they similarly you know have really cranked up to delivery speed and delighted customers so so you know very rarely in a business do you find something that that both saves money and delight usually you're having to make a choice you're like well i could save money but customers are going to hate this this was what very aligned with their, you know, their corporate goals of being like wildly efficient and automated, but at the same time, getting products to customers faster. So I think they had a pretty good year. So they've, you know, everyone was in the doldrums about Amazon. Everyone was like, oh, this Jassy guy is really messing things up. And I think he went kind of back to basics and said, let's squeeze some nickels and dimes out of this shipping thing and get it a little faster. And the customers have reacted to it. So I would score that one correct. Jason: [29:32] Yeah, 100%. I feel like Tim cooked it, and it was a good call on your part. Scot: [29:36] Yeah, absolutely. Jason: [29:38] So your second prediction, and I'd like to harp on this one a while if possible, is that Shopify would get acquired. Remind me, did that happen? Scot: [29:49] It did not, but you have to put this in context. Shopify dropped, what was it, like from $60 billion to $10 billion? They had a precipitous fall, and they had a lot of missteps. So they, you know, when this happened, you and I, I think jointly predicted that them getting into fulfillment was not only a bad idea, but a terrible idea. So this is the year they had to unwind all that, which I thought it would be. [30:18] I didn't think they would do that, but kudos to them. You know, so I 100% give them this is very hard to make a mistake and fix it out in the public world. It is a very humbling thing, but they sure did. So they got rid of the shipping part. They turned that into a little bit of lemonade where they ended up having a good partnership with a company that acquired Flexport, I believe it is. And then they have made a series of moves that have rebounded not all the way back to where they were, but they have done very well and they are not going to be acquired or they're not in any kind of existential problems. I do still think there's a world where meta, I think the natural require for them is meta. And at some point, those companies kind of have to go together. I also, if I recall my thesis on this, it was around the first party, the third party data going away. And I felt like they'd have to go on to a first party network. I still think that's true. I think they can survive independently. independently but i think to unlock a lot of value they need to be married into a first party entity more tightly so yeah yeah and of course the stock has rebounded a bit so it's it's it's a bigger swing now yeah i don't you know i you will spoil alert i did not repeat this. [31:42] This prediction i was gonna say you technically only missed that prediction by one word had you had you written shopify with fulfillment is acquired you you kind of would have been right, yeah long time listeners will know i have a long history of repeating predictions and then it never works out for me so i've learned my lesson the hard way my my big one was like for what have we we've been doing this for like eight times i guess or maybe this is the ninth and you know literally for like five years i predicted amazon would compete with them with fedex and i gave up and then like two years later they announced they're gonna compete as soon as you stop repeating it that's when you know it's gonna happen yeah so maybe i am predicting shopping there you go Oh, head explode emoji. Jason: [32:21] Yeah. So one out of two. So then let's move on to number three. And innovation in e-commerce powered by AI, such as GPT-4, surprises us by how fast it's adopted and how cool it is. Scot: [32:36] Yeah, I would say there's no one innovation that you can kind of say, wow, everyone added X to their site and it was amazing. But I would say it's pretty amazing how many retailers are using and getting a lot of value out of AGI. So, you know, the one you read a lot about is the helping of writing product description pages and tightening those up. A lot of people are using it for customer service and really improving that. A lot of people are using it for, you know, one of the things that's a total pain in the e-commerce world is many times you want to take a product image and it's, you know, it's in a scene and you want to isolate it. And then you want to spin it around and do a video and inject that thing in another templated video. you know, that was always very hard. And you would send these images to, you know, a, you know, another country where someone would, you know, for $5 an hour, sit there and meticulously isolate the item out of the background and pixel by pixel do that. Now they have, you know, pretty awesome AI systems for doing all those things. And, you know, retailers are using those pretty heavily. So I would say. [33:48] It's a little hard to score this one. I'll defer to you. I feel like I've been surprised by how much of it was useful. I think a lot of people were kind of saying this is going to be another blockchain, another live stream, another social chat commerce kind of a thing. AI is going to be a flash in the pan. And I would say, you know, companies are really using this. It's real. It's impacting the customer experience and improving retailers margins because they can be wildly more efficient. Jason: [34:15] Yeah, no. So I'm for sure giving it to you. I feel like part of the art here is you have to go back in time to last January and put yourself in the context that this was made. And I think there's a lot of things that are being routinely done today and are pretty darn cool that we would not have believed happened last January. And I think all that text on product detail page is one. The images is for sure one. there used to be whole sections of these trade shows dedicated to companies that were doing image manipulation and image masking and all that stuff. And they're all gone because the AI is so good. And I would also say they're now like it's starting to be pretty meaningful in search. Like Instacart has had generative AI search engine for a while. Walmart just launched generative AI in their search engine. So, you know, there is a lot of flavors of AI that are overhyped and it, But, you know, it is like, I mean, there are a lot of AI snow jobs out there, but also there's a lot of legitimate stuff. And so I think I definitely have to give you that one. So I think you're two out of three at the moment. Scot: [35:22] Awesome. Jason: [35:23] And so then we move on to number four. E-commerce accelerates back to the mean in the second half after a mean regression in the first half. E-commerce returns to 10 to 15 percent growth rate. Scot: [35:36] Yeah, I will. The bulk of my e-commerce data comes from Amazon. And I would say Amazon kind of checked this box. But you, the ultimate consumer and gesture and recool charter of all the data, do you agree that I got this one? Jason: [35:53] I do, especially because you were prescient enough to list the growth rate as a range from 10 to 15. So I'd say there was this weird regression where there was even a stage where retail was growing faster than e-commerce. And for sure, by the second half of last year, we were back to sort of normal trends with retail growing at 3% to 4%. And kind of pre-pandemic, e-commerce might have been growing at like 14% or 15%. And it returned to sort of 10% growth. So I think you definitely hit the spirit of this that we're kind of back to normal. And I think you also hit the technical letter of your prediction because I think we surpassed 10% growth for e-commerce. Scot: [36:40] Cool. So that puts us at three right now. Jason: [36:44] Three for four, which basically means you have to miss this last one for us to tie. Um, and I, I think I'm in trouble because your last one was Sephora and or Ulta moved to a subscription model for new product discovery. Scot: [37:02] Yeah, I, you know, I have to tip my hat to my daughter who previously mentioned is now 17 and was 16. Thanks to her. I spend an inordinate amount of time and money in both Sephora and Ulta. So this one was inspired by her. And yeah, I do have to admit before the show, I didn't know how I did on this one, but I was looking and I see Sephora has this thing called play exclamation mark. And it's the beauty inside community community announcing our new monthly beauty subscription box. Play on players. I don't know if you subscribe to that, Jason, but it sounds like your kind of thing. Jason: [37:39] You said oh yeah i was i was a pilot user you can't get this kind of camera ready look for the podcast without being totally totally plugged into all those products yeah no i think i think you definitely get this one if i was smarter i should have objected at the time because there's a debatable way in which this was already happening back then but they had subscribe and save but that doesn't count that's like auto that's like yeah with some sampling and stuff So, but I think it's much more customer facing and prominent now. So I, I'm giving it to you. So I'm giving you four out of five, which any year would be good performance. And in this particular year, it's both good performance and enough to declare you the winner. Ding, ding, ding, ding, ding. We have a winner. And I will be sending the Claret Jug to your home to live for the next year. Scot: [38:30] Awesome. Thanks. Thanks everybody. Jason: [38:31] Everybody I would like to I am a little salty to the folks at Shopify Toby if you're listening if you had only said yes to whatever acquisition came your way I would have been 100 so thanks dude thanks for everything so now for the three listeners that have hung out for our 15 minute of pre-ramble and our and our 20 minutes of scoring you finally get to the meat what the heck is going to happen in the world of e-commerce in the next year Nostradamus Thomas? Scot: [39:00] Yeah, let's continue. I just went, so why don't you give us the Jason Retail Geek Goldberg 2024 predictions for retail. Go. Jason: [39:12] Yeah. So last year, retail media networks were super hot. I think this year is going to be the year that the big retail media networks really start focusing on their in-store audiences. So I'm calling it Retail Media Networks Go In-Store, and I'm predicting that at least one top 20 retailer will launch a digital in-store ad network. So some kind of screens or interactive displays in a store that you can buy ads on through the retail media network. Scot: [39:41] So I'm in Sephora or whatever retailer. There's a cool screen telling me about this exciting new Kardashian lip color. And I go and interact with it and suddenly an ad comes up for something else. Jason: [39:53] Exactly. Scot: [39:55] Okay. Jason: [39:56] Switching you to the Taylor Swift cosmetics from the Kim Kardashian ones. Scot: [39:59] Whoa. Swifties make another appearance in the predictions. All right. Jason: [40:03] Exactly. My second one, I know what the spirit is. I struggled to make it specific enough that we can measure it, but I tried. So we've been talking a lot about AI. You had an AI prediction last year. [40:16] I think while a lot of these trends kind of get really buzzy and then die down, I think AI is the real deal. I think despite all the hype, AI is going to be even hotter in in December of 2024 than it is right now. And so the way I'm gonna try to quantify that is, I think by December of 2024, it will be more common than not that if there's a text box in an e-commerce experience, it's gonna be powered by generative AI. So we're gonna start typing sentences into all of these search engines instead of keywords. I think it is gonna take consumers a little while to learn to do that after it's possible, but I think that'll be really common. And then I think at least one retailer is going to have an AI-based auto replenishment solution that has significant adoption. And I need to clarify that because one retailer, Walmart, announced it at CES yesterday. So I don't think it exists yet, but they've announced that they're going to do it. And my prediction is not that they're going to try it. My prediction is that it will work or someone else will do one that works. and it's very different than like a subscription-based thing where you automatically get a fixed amount of something. This is going to be, you know, handing the keys to the computer and letting the computer decide how much peanut butter you're going through and making sure that I send you new peanut butter whenever you need it. Scot: [41:38] Hmm. Cool. Jason: [41:40] So that's number two. Number three, I really think this is going to be a bifurcated year in terms of retail prospects. I think we're going to have a handful of retailers that are really going to do well, that are poised for some growth rebounds from the last couple of years. Yeah, I kind of think Amazon and Walmart are both going to be in that bucket. I think we're going to disagree about this, but I think some of the Chinese companies like Timu and Shein might might be in that bucket. And I think there's going to be some other traditional retailers that really struggle. And so you're either going to do well or do poorly. I don't think there's going to be very many retailers kind of treading water in the middle of the road. And as a result, I think we're going to have a couple more significant bankruptcies in 2024. So the Grim Reaper is at it again. I'm once again predicting that at least two well-known retailers will close their doors and this year i'll be slightly more specific at least one of them is going to be a specialty retailer so in a category and another is going to be a general merchant or department store so i hope to be wrong on that one but it is what it is that's prediction number three how about a little size this can be like a two unit kind of a thing or no no no these uh yeah like these have to be a little more two two top 50 retailers like oh okay oh let's write Write that in because I won't remember that next time. Okay. [43:02] I will add it and then delete it in about six months when you've forgotten. No, I'll remember. Yeah. So number four, and this is where I think it's going to start getting fun. [43:12] I actually think that we're going to see more Chinese companies focusing on Western consumers. So I actually think that for a variety of reasons, the Chinese economy is not as hot as it once was. And I think it's going to take a little while to recover. So I think there's going to be more entrepreneurs in China trying to export their solutions to other parts of the world. And, you know, Timu and Xi'an are certainly the two most noted examples of companies that don't sell in China, but do sell in the U.S. I think Xi'an is going to successfully execute a Western IPO next year. And I think Timu is going to continue to grow. And very specifically, I think by 20, by the end of 2024, Timu is going to have at least 75% of the e-commerce revenue that we see from a very well-established U S retailer like target for e-commerce. Scot: [44:06] Okay. Now, are you implying it comes out of targets hide or that just like that? Jason: [44:10] I do think it's partially is going to come out of targets hide, but I'm not specifically saying that I feel like target could come down a little bit and that would help me make this. but I actually think e-commerce will not be the sore spot at Target next year. Scot: [44:25] Got it. Jason: [44:27] So that's number four. I'm bullish on the Chinese companies coming to America. And my fifth one is going to go to grocery e-commerce. So, you know, grocery e-commerce grew a lot during the pandemic, but fun fact, grocery e-commerce actually shrunk a little bit in 2023 relative to the big growth they had in 2022, like partly because groceries got more expensive, people, it was safer to go back to grocery stores. And so people kind of regressed a little bit in their e-commerce shopping. So the best source we have for e-commerce data for grocery is BricksMeetClicks, which is a big, it's a survey, but it's a big survey. So the BricksMeetClicks folks said that grocery e-commerce shrunk by about 2%. And I'm saying they're going to grow by like 25% in 2024. So very meaningful acceleration and growth. Scot: [45:18] Cool. Jason: [45:20] So those are my five. Some years we did bonuses. is. I'm just going to throw out some other things that I guarantee are going to happen, but I don't want to bother making them predictions because they're too hard to measure. But as I did this year, again, I'm going to say live streaming is not a major thing next year either. And I'll throw the metaverse and crypto in there as well. If you're an innovative startup that's going to solve retail with live streaming the metaverse and crypto, please don't send me an email. Scot: [45:46] But it's on blockchain. Jason: [45:48] Yeah, exactly. If you're doing anything on blockchain, the first thing i need to know is why i can't just do it with a database and why i need a distributed ledger so if you can't answer that question don't call me um because blockchain yeah, i i think another one that really annoys me i couldn't figure out how to measure this so i didn't make it a forecast but i think you're going to hear a lot less retail ceos blaming their poor performance on retail crime next year if you don't know or haven't been following it That's mostly a scam. Shrink in retail is down. There is this new kind of crime called organized retail crime, which is awful, and people get hurt, and people should stop doing it. But it's not economically meaningful, and it's not the reason that any of these retailers miss their guidance. And I think we're going to see. [46:34] And CEOs stop leaning on it as much because it's becoming obvious that it's a false excuse. And lastly, I was bullish on some of the big retail media networks in my predictions. I said one would go in-store. But a corollary to that, there's a lot of really small retailers that are seeing the success of the big retailers and trying to launch retail media networks. And yeah, that's not going to work. So if you're, you know, a relatively unsuccessful e-commerce, a specialty retailer with small e-commerce or you're a regional retailer, you're just not going to have enough traffic and a big enough audience to make it work. So I think, you know, I'm starting to see some retailers that are probably on the wrong side of the scale equation, trying retail media networks and I'm mostly not optimistic for them. So, so you heard it here first. Scot: [47:24] So the world where they patch together in like a little alliance and like a a Battlestar Galactica kind of thing and get some heft. Jason: [47:32] There is. There absolutely is. And the most notable place that's happening is in Europe. And kind of interestingly, the biggest retailer in Europe, Carrefour, like sort of embrace that. Like Carrefour is the Battlestar Galactica in this, this like, you know, convoy of ragtag, this fleet of ragtag ships. And so, so you're exactly right. And I heard the giant French advertising company that is helping them do it is decent too. Scot: [47:59] Yeah. Soccer blue. One clarification on your grocery e-commerce thing. You know, that's a big number, right? That's like 30% off a big base, 25%. Are you counting like curb pickup on that? Jason: [48:15] Yeah. So I'm specifically using the Bricksmeet Clicks metric, which does include three categories of grocery. It's curbside pickup, which is over 50% of grocery in most U.S. cities. It's home delivery of groceries. And it is actually shipping of some grocery items, but that's a relatively small one. Yeah. Scot: [48:37] So Instacart would be kind of captured in there as well. Jason: [48:39] They would. Yeah. Yeah. Side note, I actually, I think I'm not as bullish on Instacart as I think you're going to be, but they will certainly be part of it that helps me make this prediction. Scot: [48:51] Cool. And we should have said this before we got into the predictions, but what we do is we do these independently and then we splat them into our shared show notes that we have here that Jason and I use. Jason: [48:59] Yeah. So it would have been possible for us to have the same predictions, but we did not. Scot: [49:03] We never see each other's beforehand. So that's a part of the fun. So there's no, no, no planning or, or, you know, kind of swapping and prediction. Jason: [49:12] No cross-contamination. Scot: [49:14] But because we're, we don't have any revenue, we don't have Pricewaterhouse verifying that. You're just going to have to trust us. Okay. Jason: [49:23] What do you have, Scott? Scot: [49:24] Well, I want to point out that I see you snuck in three bonuses. So you took, so yet again, you're hogging the stage, but that's okay. You're first in the, in the title there. Jason: [49:34] And I have many more words in my title in case you didn't notice. Scot: [49:38] Being a rule follower, I have five predictions, not eight. And my first one is Amazon's going to relaunch Alexa on a native LLM. So, yeah, Alexa and the whole Siri and what's the Xbox one, Katana, you know, Cortana, they they once you interact with the chat GPT voice, which is a little slow, but it's a little slower than those. But the responses are so much better. You really want to just throw your Alexa in the garbage can. So, you know, this is tricky because Amazon doesn't have an LLM. The things they've done on AWS are kind of like geared towards being neutral, and I think they're not going to stay neutral. So they have to be neutral, and then they have to rewrite Alexa on that. Maybe it's tricky because what do you do? Do you call it like new Alexa, or do you change their name, or you've got some brand equity built there? So it's going to be interesting to see how they navigate that. that. [50:40] And then number two is I don't understand how Timu isn't just wish dot 2.0. So in the early days of wish, everyone got all excited and they're like, oh my God, this is amazing. I can buy all this cheap stuff and it comes and it's amazing. And it's like a dollar drone and it's awesome. And then it showed up six months later and then it broke in five minutes. So I think there's a lot of buzz around these things. I think a lot of this stuff gets supported by China and free shipping and these kinds of things that the Chinese government does to help give their Chinese-born companies an edge. And none of that is infinite, right? So we saw that with Alibaba and Alipay. That whole thing kind of has had a whole situation in China where it got too big and they didn't like the success there. And Jack Ma, and Lord knows what's happened to him. I think these, I think Timu is kind of, there's gonna be some kind of an episode like that. And this was my, I kind of use the word falters. So that kind of thing. I don't think they're gonna do an IPO. That would really shock me. Jason: [51:48] Yeah, I think we're going to, I mean. Scot: [51:50] Yeah. So we're misaligned on that one, which makes it fun. Yeah, either could happen. Jason: [51:53] There are smart people that think on both sides of that one, but that's a fun one. We'll agree to disagree. Scot: [51:58] But both can't happen. So this is a zero-sum game one for sure. Jason: [52:01] Exactly. Scot: [52:02] And then, you know, this one I guess we're aligned on, but I kind of got more specific because you always do super generic ones that make it easier to get them. [52:13] Retail media networks are currently and i found a there's a research firm called core site so like you i wanted to kind of pick a measurement stick here and they say the whole world that that whole thing in 2023 did 52 billion and it's growing 20 so that's their data and i said my prediction thus is it's going to accelerate this year to 30 growth and that brings it to to about 67 billion. So, you know, clever listeners that listen to our Amazon recaps, you'll know, you'll notice that, well, okay, if that's at 52 billion, Amazon ads are at like, what are they? Like 49, 45 billion? So, but that's a run rate. So for that Amazon number, you take the quarter, and the last one we talked about was Q3, Q4 will be coming out soon. So we took the Q3 number, multiply it by four, and that's how you get the 45-ish. So, so really doing 15 a quarter, but the prior quarter was like, like 10 ish. And the prior quarter that was like eight ish. So, so Amazon didn't do 45 in a year. They probably did more like 35 to 30 in the year. But the trajectory is such that when you do the run rate, it comes out to be a big number. So, so they are a large part of that 52 billion, but they're not like 90% of it. They're, you know, 65% of it or so. So there's that one. Jason: [53:34] Okay. Scot: [53:35] Number four, and this one we're kind of aligned on, surprisingly, even though the specifics you disagree with. Here, I've been

It's CES 2024 wrap-up time, and in this by no means comprehensive look at this year's show - the podcast crew covers some highlights, including AMD's newest GPU and new additions to the Ryzen lineup, plus NVIDIA's Super cards (and changes to the RTX 40 Series lineup). Oh and several other topics like Bifurcation on a GPU, the MSI Claw, and our review of the Corsair K55 CORE, plus at least one burger.  Topics below.Recorded January 10, 2024.Timestamps:00:00 Intro01:17 Food with Josh02:30 AMD Radeon RX 7600 XT09:19 NVIDIA RTX Super cards16:38 AMD Ryzen CPUs at CES20:06 ASUS goes back to the future25:17 MSI's Claw and more from their CES booth32:06 be quiet! has white cases at CES33:03 Micron first with LPDDR5X LPCAMM234:53 ASUS shows RTX 4060 Ti with an M.2 slot38:28 Gemini 2XL 3D webcams for AI-based work stuff43:07 (in)Security Corner52:14 Gaming Quick Hits59:55 Corsair K55 CORE gaming keyboard review1:03:06 Picks of the Week1:16:57 Outro ★ Support this podcast on Patreon ★

reference: Sri Aurobindo and the Mother, Our Many Selves: Practical Yogic Psychology, Chapter 6, Some Answers and Explanations, pp. 177-178 This episode is also available as a blog post at https://sriaurobindostudies.wordpress.com/2023/12/29/the-bifurcation-of-the-external-parts-of-the-being-and-the-central-consciousness/

Outline00:00 - Intro01:05 - Dancing and control theory03:31 - Geometric control on Lie groups09:14 - Underwater vehicles and geometric mechanics18:45 - On the Hamiltonian framework21:25 - Underwater field experiments in Monte Rey Bay 36:27 - Collective motion and coordination in animal groups54:40 - Honeybees and bifurcation theory1:03:36 - OutroLinksNaomi's website: http://tinyurl.com/j755aww5Naomi's PhD Thesis: http://tinyurl.com/ywkvvy7kLie group: http://tinyurl.com/2p83jw9sAveraging: http://tinyurl.com/df9kmmcwStability of underwater vehicles: http://tinyurl.com/yxxytufxJ. Marsden: http://tinyurl.com/zvm8kkttA. Block: http://tinyurl.com/6wc39zkdCenter of buoyancy: http://tinyurl.com/mszncamhControlled Lagrangians: http://tinyurl.com/22usb52e - http://tinyurl.com/ymmntvr8Casimir function: http://tinyurl.com/yckc99mkMonterey Bay field experiments: http://tinyurl.com/yc24adct -  http://tinyurl.com/3sd7ee39 - http://tinyurl.com/ywryjwvr Collective motion: http://tinyurl.com/yuna5pam - http://tinyurl.com/pau74hmc - http://tinyurl.com/4p7zd5szSpatial patterns in coordinated groups: http://tinyurl.com/45y7hc9v-  http://tinyurl.com/5n7rm6vfKuramoto model: http://tinyurl.com/5eshfxhaDecision making in animal groups: http://tinyurl.com/3ybne8hn - http://tinyurl.com/283yts4y Value-Sensitive Decision-Making in honeybees: http://tinyurl.com/2uhcwyy6Bifurcation: http://tinyurl.com/tfr3ks7aSingularity theory: http://tinyurl.com/4kmxuv8zSupport the showPodcast infoPodcast website: https://www.incontrolpodcast.com/Apple Podcasts: https://tinyurl.com/5n84j85jSpotify: https://tinyurl.com/4rwztj3cRSS: https://tinyurl.com/yc2fcv4yYoutube: https://tinyurl.com/bdbvhsj6Facebook: https://tinyurl.com/3z24yr43Twitter: https://twitter.com/IncontrolPInstagram: https://tinyurl.com/35cu4kr4Acknowledgments and sponsorsThis episode was supported by the National Centre of Competence in Research on «Dependable, ubiquitous automation» and the IFAC Activity fund. The podcast benefits from the help of an incredibly talented and passionate team. Special thanks to L. Seward, E. Cahard, F. Banis, F. Dörfler, J. Lygeros, ETH studio and mirrorlake . Music was composed by A New Element.

The prompt for this week's audio was David Zipper's recent Vox article, titled "Why Norway — the poster child for electric cars — is having second thoughts." Electric cars as the salient solution to climate change does a disservice to another brand of innovation: simplicity that works. Or, as we call it, biking, walking, public transit, and the like. We discuss: David Zipper's article on Norway's past decade of heavily incentivizing electric vehicle ownership. Why EVs cannot be the bulk of the solution to our cities' climate challenges. The geometry and economics of cities and their space. The common disconnect between Federal goals and cities' best interests, and how funding for one can severely undermine the other. Eisenhower's Federal-Aid Highway Act of 1956, and the risks of blanketed national policy and subsidy. Bifurcation and classism. Cautionary learnings for American planners and politicians. What American's can do to evangelize simple innovation that works. Explore further: "Why Norway — the poster child for electric cars — is having second thoughts" by David Zipper (Vox) Background on Eisenhower's Federal-Aid Highway Act, from KPBS in San Diego. Connecting with me, Brad: On Instagram On TikTok On LinkedIn

Tom welcomes back, Keith Weiner, to the show. Keith is the President & Founder of Gold Standard Institute USA and CEO of Monetary Metals. Keith discusses the stark contrast in attitudes towards gold between the West and countries in the Middle East, India, Turkey, and Australia. He notes that in these countries, there is a high level of activity in the gold market, with investors buying gold for wealth planning and intergenerational wealth purposes, rather than just as a hedge or speculation. This is partly due to cultural factors, such as the Koran's command for Muslims to have gold, but also due to the impact of US monetary policy on these countries. They are more conscious of the US dollar and their own currencies, as they do not have access to dollar swap lines like other countries. This forces them to be more aware of the risks of currency pegs snapping and the importance of owning real dollars. Weiner also discusses the role of the US dollar in the global economy, noting that it is seen as a safe haven and a means of exchange in many countries, giving it a strong position in the world. He also talks about the rise of the BRICS nations and their desire for an alternative to the US dollar, but argues that they lack the necessary trust and stability for a gold-backed currency. Instead, he suggests that they may settle their trade deficits in gold, but this would require a neutral jurisdiction and the involvement of companies like Monetary Metals. Weiner also discusses the current state of the US economy, especially the recent rise in interest rates and its impact on the financial system. He criticizes the Fed's actions of propping up certain institutions and prolonging the boom, which could lead to a major crisis in the future. In his recent series on the anti-concepts of money, Weiner explains how these concepts are used to deliberately confuse and obfuscate reality. He argues that the government has propagated these concepts to reinforce their own paradigm and that the victims are actually voting for their own harm. He also discusses the concept of inflation and how it is linked to honesty in financial dealings, and advocates for the gold standard as a better system that puts the saver in charge and forces honesty in the financial system. He encourages people to opt out of the banking system by buying gold as a way to protect themselves from the coming train wreck. Time Stamp References:0:00 - Introduction0:36 - Global Gold Sentiment8:22 - BRICS & The Dollar14:37 - Trust & Confidence18:52 - Bifurcation of Rates31:02 - Anti-Concepts of Money38:48 - Defining Inflation41:50 - Concluding Thoughts Talking Points From This Episode Gold is valued differently in the West compared to countries in the Middleast, India, Turkey, and Australia, where it is seen as a means of intergenerational wealth planning. The US dollar holds a strong position in the global economy, but the rise of the BRICS nations may lead to settling trade deficits in gold through a neutral jurisdiction. The government's use of anti-concepts of money and inflation to reinforce their own paradigm is harmful, and the gold standard is a better system that puts the saver in charge. Guest Links:Twitter: https://twitter.com/kweiner01Website: https://monetary-metals.comWebsite: https://goldstandardinstitute.netFacebook: https://www.facebook.com/keith.weiner.5 Keith Weiner is the founder and CEO of Monetary Metals, an investment firm that is unlocking the productivity of gold. Most people regard gold as a dry asset, to lock away in a vault, incurring storage fees. Many are waiting for it to rise in price. Keith and Monetary Metals are on a mission to change this. Gold should once again serve to finance productive enterprises and extinguish debts. The dollar performs one of these functions, but not the other. Bitcoin cannot finance anything, as no business can borrow a currency that's expected to go up a hundred times.

While rate hikes and work from home are depressing office real estate in the U.S., the market is vast globally, and there are clear differences across regions and asset types, ranging from occupancy to design to financing.----- Transcript -----Welcome to Thoughts on the Market. I'm Ron Kamdem, Head of Morgan Stanley's U.S. Real Estate Investment Trust and Commercial Real Estate Research. Today, I'll be talking about our outlook for the future of the global office real estate market. It's Thursday, August 3rd at 10 a.m. in New York. There is more than 6 billion square feet of office space across the globe with value of more than 4 trillion U.S. dollars. Within this vast market, there are clear differences across the regions, ranging from occupancy to design to financing. In the U.S., office real estate fundamentals this cycle appear worse than they were during the great financial crisis of 2008 in terms of occupancy, subleasing activity and office utilization. In fact, overall, U.S. office utilization seems to be stalling at 20 to 55% compared to other regional markets in the 60 to 80% range. This trend will likely remain in place as key U.S. tenants are looking to reduce office space by about 10% over the next three years. Work from home and hybrid arrangements are the biggest drivers, particularly with business services and technology focused firms on the West Coast. In addition, sharp rate hikes and regional bank weakness have driven up loan-to-value ratios in the U.S. versus global peers. Looking at other countries, Australia and Mexico may be having similar problems as far as work from home is concerned, but average loan-to-value ratios are much lower, which lenders typically consider a good sign. Mainland China is unique among our coverage markets for having declining rates. Hong Kong seems to be the most undervalued and closer to bottoming, and we prefer it over Singapore, Japan and Australia. In Latin America, we remain on the sidelines. Despite the increase in net absorption growth, the office real estate market is still showing a slow paced recovery from pandemic levels, especially in Mexico. All in all, global office markets remain 10 to 15% oversupplied. While higher vacancy is an issue impacting all countries, an important emerging theme across the various region as a bias towards newer and greener buildings. Our channel checks with tenants and landlords suggests that as employees, especially the younger cohorts, choose to work for organizations with strong climate change values, employers will seek to establish offices and more energy efficient buildings. Also, in an effort to encourage office attendance and in-person collaboration, occupiers are gravitating toward younger buildings with more attractive amenities. Overall, as we look across regions and countries, one common thread is what we call "bifurcation", that is a widening gap between the class-A prime assets and the rest of the commodity B&C space, which is happening at an accelerating pace. We believe it would take 5 to 13 years for the global office market to return to pre-COVID occupancy levels. However, the class A prime assets can recover in half the time as the rest of the market and newer, greener buildings in particular are likely to be most favored. Bottom line for the U.S looking at fundamentals is that New York and Boston on the East Coast are showing the most resilient trends. Downtown L.A., downtown San Francisco, downtown Seattle and even Chicago are showing the most headwinds, sunbelt markets are somewhere in between but have been lowing. Thanks for listening. If you enjoy the show, please leave us a review on Apple Podcasts and share Thoughts on the market with a friend or colleague today.

In today's episode of 1000x, Jonah and Avi discuss markets and how to trade crypto's mispriced volatility. We cover options strategies, how to evaluate the GBTC trade, why alts look dead, the bifurcation of crypto, if traders can pre-position telegraphed events and more! We'll drop a new 1000x episode on Empire's RSS feed and the 1000x YouTube channel every two weeks. Hit the links below and give us a follow! - - Timestamps: (00:00) Introduction (01:04) How to Spot Mispriced Volatility (16:34) Evaluating the GBTC Trade (24:13) Blackrock's BTC ETF Filing (28:02) What's Going on with Alts? (33:02) The Bifurcation of Crypto (38:40) Reflexivity and Macro Bullishness (41:52) Pre-Positioning Telegraphed Events (44:25) Miners are Pivoting to AI - - Follow Avi: https://twitter.com/AviFelman Follow Jonah: https://twitter.com/jvb_xyz Follow 1000x: https://twitter.com/1000xPod Subscribe on YouTube: https://bit.ly/3FuSarX Subscribe on Apple: https://tinyurl.com/mv4frfv7 Subscribe on Spotify: https://tinyurl.com/wbaypprw Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ - - Resources: Golden Tree https://www.goldentree.com/ Cumberland https://cumberland.io/ https://twitter.com/CumberlandSays - - Disclaimer: Nothing said on 1000x is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Avi, Jonah and our guests may hold positions in the companies, funds, or projects discussed.

It's Friday! Andy and Brendan discuss a variety of topics as we barrel toward the weekend. They begin with some of the drama around this Talor Gooch exemption cutout for the U.S. Open, and some of Phil's working theories for it. That leads to a digression on some of the unseen tactics that can be deployed by one prominent manufacturer that begins with a “t” and ends with a “t” in the ongoing rollback and bifurcation battle. Rory McIlroy working with the TaylorMade team for six or seven months on some new wedges is a nice segue from that. There's some LeBron vs. Steph chatter and excitement about the Bears NFC North chances against a Rodgers-less Packers team. Lee Westwood's poor choice of words about resigning from the DP World Tour is covered, as are the Ryder Cup implications for the European side and its captain's room in the future. SGS Golf Advice goes into great detail on the subject of starters, their personalities, and their utility, as well as dogs on the golf course and refusing a request from someone to join you as solo.

The USGA and R&A recently proposed a new modal local rule that would "rollback" golf ball performance for certain golfers, therefore creating a bifurcation in the game of golf. But is this proposed chance good or bad, and how will it effect golfers around the world? We'll dig into the golf ball rollback and debate the biggest issues around golf rules bifurcation in this week's episode of The Golf Podcast. https://youtu.be/twqJNgFg1hA   Listen to This Week's Show Download on iTunes here Download on Stitcher here Download on Spreaker here Download on SoundCloud here Listen on Spotify here Links from this Week's Show Get the Golficity App: Download the Free Golficity App Here Join our Private Community on Levellr: Register Your Spot Here Thanks to this Week's Sponsors Titleist is committed to ensuring that every golf ball delivers superior quality and consistency.  From ball to ball, dozen to dozen we should expect our golf ball to perform exactly the same way, shot after shot. That's why Titleist owns the design, the technology and the manufacturing to make sure consistency spot on every time. They even conduct all the testing and quality checks to make sure nothing slips through the cracks.  Titleist is the #1 ball for every player and the #1 ball in golf.  Choose the best for your game and find out more at Titleist.com. Trust your golf game to FootJoy, the number one Shoe in Golf. Shop now at FootJoy.com. Don't miss out on all the action this week at DraftKings! Download the DraftKings app today! Sign-up using https://dkng.co/golficity or through our promo code golficity. Voted the "best underwear for golfers" by Golf Digest, you can now get 25% off your entire Tommy John order when you use our coupon code GOLFICITY at checkout. Thanks for tuning to The Golf Podcast!