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This episode proves that nothing gold can stay, especially your 401k, as we kick things off with the revelation that October saw the worst tech layoffs since 2003, all while "Big Short" genius Michael Burry decided to bet a billion dollars on the inevitable AI bubble bursting. The villains of the week are legion: the FCC is officially making it easier for internet companies to charge us even more hidden fees; Elon Musk not only got his $1 trillion pay package approved—despite Tesla sales collapsing nearly 90% in some countries—but he also teased a flying car, clearly living in his own "Golden Dome" fantasy, which the Pentagon is happily subsidizing; and in a stunning display of entitlement, Mark Zuckerberg opened an illegal school, which is somehow less shocking than Meta's claim that their massive porn stash was purely for "personal use," not AI training. The bad news doesn't stop there, with Texas suing Roblox over 'pixel pedophiles,' though at least a rural Michigan healthcare system is doing some good by using drones to improve care.Jumping over to Media Candy, since we're all emotionally scarred by the sheer awful-ness of The Witcher S4—a season so bad it "broke" The Critical Drinker—we need some comfort viewing. We're deep-diving into the political chess of The Diplomat and escaping into the sheer volume of competitive cooking shows, including the standard Halloween and Holiday Baking Championships, plus the delightfully ridiculous Harry Potter: Wizards of Baking S2; we also took a look at Pluribus, Knife Edge, Black Rabbit, and the trailer for Tron: Ares, while cheering the fact that Brendan Fraser and Rachel Weisz are set to revive The Mummy franchise for a fourth film. In Apps & Doodads, we're all mourning the eventual death of simple, good tech as we're warned to enjoy Apple CarPlay while we still can, but at least the Lego ‘Star Trek' Set is finally here for our inner child; the real question, though, is why Automattic Inc. thinks they can claim ownership of the actual word 'Automatic.'Finally, The Dark Side with Dave Bittner reminds us that everything old is new again and ripe for monetization, whether it's Miss Piggy potentially bringing back The Muppets to the movies or the sleek, blacked-out remake of the Commodore 64, not to mention that cool Tron Arcade Cabinet Miniature Model. However, the present is still a complete dumpster fire: a Google AI model allegedly accused a senator of sexual assault, and internal documents show that Meta is earning a fortune on a massive deluge of fraudulent ads, proving that the only thing getting healthier is our paranoia, though Dave did throw in a curveball with some special jar lids and seeds for growing organic sprouts. We finish, as always, with the obligatory Closing Shout-Outs because even cynical geeks need validation.Sponsors:MasterClass - Get an additional 15% off any annual membership at MASTERCLASS.com/GRUMPYOLDGEEKSGusto - Try Gusto today at gusto.com/grumpy, and get three months free when you run your first payroll.Private Internet Access - Go to GOG.Show/vpn and sign up today. For a limited time only, you can get OUR favorite VPN for as little as $2.03 a month.SetApp - With a single monthly subscription you get 240+ apps for your Mac. Go to SetApp and get started today!!!1Password - Get a great deal on the only password manager recommended by Grumpy Old Geeks! gog.show/1passwordShow notes at https://gog.show/721FOLLOW UPOctober Layoffs Were the Worst Since 2003 and Hit Tech Workers HardIN THE NEWSThe Big Short Guy Just Bet $1 Billion That the AI Bubble PopsTrump's FCC is officially moving to make it easier for internet companies to charge hidden feesPentagon will reportedly award SpaceX a $2 billion contract to help develop the 'Golden Dome'Elon Musk teases a flying car on Joe Rogan's showTesla's Sales Collapsed Nearly 90 Percent in Some Countries Last MonthTesla shareholder meeting updates: Elon Musk gets his $1 trillion pay packageTexas AG sues Roblox, accusing it of prioritizing 'pixel pedophiles' over child safetyMark Zuckerberg Opened an Illegal School at His Palo Alto Compound. His Neighbors RevoltedMeta Says Porn Stash was for ‘Personal Use,' Not Training AI ModelsHow a rural Michigan healthcare system is using drones to improve careMEDIA CANDYThe DiplomatHalloween Baking ChampionshipHoliday Baking ChampionshipHarry Potter: Wizards of Baking S2PluribusKnife Edge: Chasing Michelin StarsBlack RabbitTron: AresThe Witcher S4The Witcher Season 4 - A Show So Awful, It Broke Me by The Critical DrinkerBrendan Fraser, Rachel Weisz Set to Revive The Mummy Franchise with Fourth FilmAPPS & DOODADSEnjoy CarPlay While You Still CanThe Lego ‘Star Trek' Set Is Here, and It's Exactly What You WantAutomattic Inc. Claims It Owns the Word 'Automatic'THE DARK SIDE WITH DAVEDave BittnerThe CyberWireHacking HumansCaveatControl LoopOnly Malware in the BuildingMiss Piggy May Bring ‘The Muppets' Back to the MoviesRelive the Commodore 64's glory days with a slimmer, blacked-out remakeShow and Tell: Tron Arcade Cabinet Miniature ModelGoogle removes AI model after it allegedly accused a senator of sexual assaultSprouting Jar Lid (32oz Glass Jars) with 4 Pack Stainless Steel Sprouting Stands for Wide and Wide Mouth Mason Jar for Growing Organic Sprouts, Stainless Steel, 4 PackOrganic Radish Sprout Seeds (16 oz) – Non-GMO, Heirloom Seeds for Sprouting and MicrogreensMeta is earning a fortune on a deluge of fraudulent ads, documents showSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
HOUR #3 - The Very REAL & Very BIG Short-Yardage Problem Caley & the Texans are Facing.. AND-Bathroom Remodel for Wife's Birthday Gift..!?!? full 2401 Fri, 07 Nov 2025 03:55:33 +0000 2hSZVesYXpTaAgHrR3T7j5EX2Gmgr32U nfl,mlb,nba,jacksonville jaguars,afc,houston texans,afc south,texans,astros,rockets,sports The Drive with Stoerner and Hughley nfl,mlb,nba,jacksonville jaguars,afc,houston texans,afc south,texans,astros,rockets,sports HOUR #3 - The Very REAL & Very BIG Short-Yardage Problem Caley & the Texans are Facing.. AND-Bathroom Remodel for Wife's Birthday Gift..!?!? 2-6PM M-F © 2025 Audacy, Inc. Sports
On this episode of the AJ Bell Money & Markets podcast, Dan Coatsworth and Danni Hewson discuss the Chancellor's unusual pre-Budget speech. They assess how markets reacted to hints, but not confirmation, that taxes could rise. [1:50] The pair also discuss which taxes could go up and what that might mean for your pocket. [9:35] How much sparkle did Marks & Spencer lose from this year' cyberattack? Find out as Danni and Dan unpick its latest results [12:45]. Dan considers why high street retailer Primark might finally be spun out from its parent company. [17:45] He also explains why companies split and talks through some key examples of the past 20 years. [21:25] Danni considers Kimberly Clark's bid for under-fire Tylenol maker Kenvue, the consumer goods company spun out from Johnson & Johnson just a few years ago. [25:06] Plus, Michael Burry, the trader who inspired the film The Big Short is betting on an AI bubble [29:10]. We also take a different look at big tech – not AI but robotics – with Dan chatting to Simon Edelsten, manager of the Goshawk Global fund, about factory automation and why it's hot news again. [32:55]
L'euphorie autour des valeurs technologiques et de l'intelligence artificielle touche-t-elle à sa fin ? Alors que les indices boursiers tutoient des sommets, plusieurs poids lourds de Wall Street – Goldman Sachs, Morgan Stanley, et même Michael Burry, le célèbre investisseur du "Big Short", tirent la sonnette d'alarme. Valorisations excessives, essoufflement de l'enthousiasme malgré des résultats spectaculaires, et prévisions de corrections allant jusqu'à 20 % : sommes-nous à l'aube d'un nouveau cycle ou au bord d'une bulle façon années 2000 ? L'analyse de John Plassard, responsable de la stratégie d'investissement et associé de la banque Cité Gestion. Ecorama du 6 novembre 2025, présenté par David Jacquot sur Boursorama.com Hébergé par Audion. Visitez https://www.audion.fm/fr/privacy-policy pour plus d'informations.
Are these signs of a market bubble in the AI sector? JJ breaks down how OpenAI (the maker of ChatGPT) CEO Sam Altman had a very awkward moment in a recent interview, where he became very defensive about OpenAI's current revenue in relation to the company's huge financial commitments. Palantir CEO Alex Karp also had as similar moment in an interview, when asked his opinion about how famed “The Big Short” short seller Michael Burry is shorting Palantir stock (PLTR). Related episodes:Altman's AI BUBBLE WARNING vs Marks' Stock Market Bubble View https://youtu.be/NKw04UIarkkElon to Joe Rogan: Capitalist AI Will Bring Socialist Utopia https://youtu.be/RPWoDnk_q2EAll Elon's Tesla Q3 Earnings Call BS in One Dump https://youtu.be/tVUMRoFbELwReferenced video:Alex Karp on 'Big Short' investor Michael Burry: 'Bats--- crazy' for bets against Palantir, Nvidia | CNBC https://youtu.be/mqa1yEd891oDisclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
Are these signs of a market bubble in the AI sector? JJ breaks down how OpenAI (the maker of ChatGPT) CEO Sam Altman had a very awkward moment in a recent interview, where he became very defensive about OpenAI's current revenue in relation to the company's huge financial commitments. Palantir CEO Alex Karp also had as similar moment in an interview, when asked his opinion about how famed “The Big Short” short seller Michael Burry is shorting Palantir stock (PLTR). Related episodes:Altman's AI BUBBLE WARNING vs Marks' Stock Market Bubble View https://youtu.be/NKw04UIarkkElon to Joe Rogan: Capitalist AI Will Bring Socialist Utopia https://youtu.be/RPWoDnk_q2EAll Elon's Tesla Q3 Earnings Call BS in One Dump https://youtu.be/tVUMRoFbELwReferenced video:Alex Karp on 'Big Short' investor Michael Burry: 'Bats--- crazy' for bets against Palantir, Nvidia | CNBC https://youtu.be/mqa1yEd891oDisclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
Episode 707: Neal and Toby recap Zohran Mamdani's victory to become the next mayor of NYC and how Wall Street is reacting. Then, the Supreme Court hears arguments to decide whether Trump's sweeping tariffs are valid or not. Also, Michael Burry, the famous ‘Big Short' investor who predicted the housing bubble is calling his next shot: the AI bubble. Meanwhile, Pizza Hut has been struggling for years and its parent company is considering selling it away. Finally, the government shutdown is now the longest in US history. Learn more at usbank.com/splitcard Get your MBD live show tickets here! https://www.tinyurl.com/MBD-HOLIDAY Subscribe to Morning Brew Daily for more of the news you need to start your day. Share the show with a friend, and leave us a review on your favorite podcast app. Listen to Morning Brew Daily Here: https://www.swap.fm/l/mbd-note Watch Morning Brew Daily Here: https://www.youtube.com/@MorningBrewDailyShow Learn more about your ad choices. Visit megaphone.fm/adchoices
Patrick Bet-David and the PBD Podcast crew react to Michael Burry's latest short against Nvidia and Palantir. They break down his warnings, Palantir's fiery response, and what sky-high P/E ratios say about an overheated AI market. Is Burry calling the next Big Short moment?
Danny welcomes Ivy Zelman, founder of Zelman Associates, who is acclaimed as the best housing analyst of all time. The discussion covers a wide range of topics within the housing market, including the challenges of affordability, the impact of rate cuts, and the prevalence of mortgage rate buy-downs. Ivy provides her perspective on the current state of the housing market, indicating the late innings of the new home absorption cycle and varying demand across different price points and geographies. She touches on trends in single-family rentals, multifamily rentals, and the broader economic influences affecting housing. Additionally, Ivy discusses potential governmental interventions, private credit impacts, and future trends in sectors such as manufactured housing and student loan debt. With thoughtful analyses and proprietary survey insights, Ivy offers a comprehensive view of the complex housing landscape.--ABOUT THE SHOWFor decades, Danny has seen it all on Wall Street and has built his reputation on integrity, curiosity and skepticism that he will bring with him each week. Having traded through the Great Financial Crisis and being featured in "The Big Short" is only part of the experiences Danny wants to share with the listener. This weekly podcast cuts through market noise, offering entertaining and informative discussions with expert guests giving their views of the financial world and the human side of it. Whether you're a seasoned investor or just getting started, On The Tape provides something for all listeners.Follow Danny on X: @dmoses34The financial opinions expressed are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on this content.Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in 'On The Tape' carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose.Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service. Hosted on Acast. See acast.com/privacy for more information.
Ces marchés sont fantastiques. Il y a 24 heures nous étions encore en pleine euphorie. Palantir venait de publier des chiffres à limite du hors du commun, les signaux d'alertes clignotaient dans tous les sens, mais tout le monde s'en foutait comme de son premier stop-loss, si vous aviez l'outrecuidance de vous montrer méfiant sur … Continued
Nvidia og Palantir setter stadig nye rekorder på Wall Street. Nå satser «Big Short»-legenden Michael Burry milliarder på at festen snart er over. Har han rett denne gangen – eller roper han «ulv» igjen?I ukens episode av Finansredaksjonen, en podkast som lages av DN, snakker vi om de ekstreme verdsettelsene av amerikanske teknologiselskaper – særlig Nvidia og Palantir – og hvordan investoren Michael “Big Short” Burry - som tjente grovt på kollapsen i det amerikanske boligmarkedet under finanskrisen - igjen satser på et markedsfall. Hør episoden her:Palantir - som utvikler programvare som hjelper organisasjoner med å samle og analysere data fra mange forskjellige kilder - har steget over 150 prosent hittil i år og verdsettes til 85 ganger omsetningen – høyest i S&P 500.Nvidia har steget nesten 50 prosent , og er blant de mest verdsatte selskapene globalt.Burry hevder at prisingen er helt løsrevet fra realøkonomiske fundamenter, og at vi befinner oss i en ny type AI-boble. Han advarer på X (Twitter):“Sometimes, the only winning move is not to play.”Amerikanske aksjer prises nå høyere mot salgsinntekter enn noen gang tidligere – også over nivåene fra dot.com-boblen.Flere på Wall Street, inkludert topper hos Goldman Sachs og Morgan Stanley, mener markedet trenger en 10–15 prosent korreksjon. Hosted on Acast. See acast.com/privacy for more information.
De ombouw van voormalige kantoorpanden, winkels en fabriekshallen tot woningen blijft haperen. In 2024 is het aantal zogeheten transformaties voor het derde jaar op rij afgenomen, tonen cijfers van het CBS. Die daling botst met de breed gedeelde politieke ambitie om, in strijd tegen het nijpende woningtekort, juist meer woningen te creëren in bestaande gebouwen. FD-woonredacteur Bas Knoop vertelt waar het knelt. Lees: Ombouw van kantoren en winkels tot woningen wil steeds minder vlotten Als het aan het Noorse staatsfonds ligt, kan Elon Musk fluiten naar zijn duizelingwekkende bonus die een aandelenpakket ter waarde van maximaal $1000 mrd omvat. ‘s Werelds grootste staatsfonds NBIM maakte dinsdag bekend tegen de bonus te stemmen tijdens de jaarlijkse aandeelhoudersvergadering van Tesla aankomende donderdag. Volgens Tesla’s voorzitter van de raad van bestuur, Robyn Denholm, dreigt Musk te stoppen als ceo als het voorstel niet wordt goedgekeurd. FD redacteur Rutger Overstegen vertelt je erover. Lees: Noors staatsfonds verzet zich tegen $1000 mrd bonus voor Elon Musk Datatechbedrijf Palantir presenteerde maandag nabeurs resultaten die de verwachtingen van analisten overtroffen. Toch opende het aandeel een dag later bijna 10% lager. Beleggers maken zich zorgen over de enorme waardering van het bedrijf. Nu ook Micheal Burry, bekend van zijn Big Short en voorspeller van de hypotheekcrisis, heeft aangegeven niet te geloven in deze hoge waardering, bespreken we de waarde van Palantir. Lees: Beleggers doen Palantir na ‘beste resultaten ooit’ in de uitverkoop Redactie: Sophia Wouda & Floyd Bonder Presentatie: Floyd Bonder See omnystudio.com/listener for privacy information.
MRKT Matrix - Tuesday, November 4th Stocks drop on AI valuation concerns, Nasdaq falls 2% led by Palantir (CNBC) Stock Bulls Get Wake-Up Call From Wall Street CEOs (Bloomberg) This Famous Method of Valuing Stocks Is Pointing Toward Some Rough Years Ahead (WSJ) Job openings in October slumped to the lowest level since February 2021, Indeed measure shows (CNBC) IBM cutting thousands of jobs in the fourth quarter (CNBC) AI-washing and the massive layoffs hitting the economy (CNBC) Burry Reveals Nvidia and Palantir Puts After Bubble Warning (Bloomberg) Alex Karp blasts ‘Big Short' investor Michael Burry as ‘bats--- crazy' for bets against Palantir, Nvidia (CNBC) Trump Negotiating Deal With Ozempic Maker to Sell Some Weight-Loss Drugs for $149 (WSJ) --- Subscribe to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe MRKT Matrix by RiskReversal Media is a daily AI powered podcast bringing you the top stories moving financial markets Story curation by RiskReversal, scripts by Perplexity Pro, voice by ElevenLabs
Drawdowns, corrections, and valuation worries. Top Wall Street voices weigh in on the rally and what's next. Plus, the Supreme Court revisits Trump's tariff tactics. And later, a big bet against Palantir despite its earnings beat. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Palantir kwam met 'buitenaards' goede kwartaalcijfers. Omzet en winst gingen enorm omhoog, maar toch ging het aandeel hard naar beneden. Had dat te maken met het feit dat het aandeel wel erg duur was geworden of het feit dat een beroemde shortseller zich meldt?Deze aflevering hebben we het over Michael Burry. De man waar de legendarische film Big Short op is gebaseerd. De man die de financiële crisis aan zag komen. Die man gaat nu short op Palantir (en op Nvidia). Tot woede van de baas van Palantir, die zit te schuimbekken op analisten én shortsellers. Ook hebben we het over iets bijzonders. Philips dat met goed nieuws komt! Het aandeel Philips is zelfs dé grote winnaar op de AEX. We kijken waar aandeelhouders zo blij van worden.Kijken we ook naar een concurrent van Shell, naar BP. Dat maakte een draai. Minder inzetten op duurzame energie en meer op het ouderwetse olie en gas. En dat zorgt voor kwartaalcijfers die boven de verwachting uitkomen. De cijfers van Uber en Spotify hoor je ook, net als die van Nintendo. En we moeten het over de megabonus van Elon Musk hebben. Je weet wel, die 1000 miljard dollar die hij bij Tesla kan krijgen. Die lijkt nu steeds meer uit beeld...See omnystudio.com/listener for privacy information.
Palantir kwam met 'buitenaards' goede kwartaalcijfers. Omzet en winst gingen enorm omhoog, maar toch ging het aandeel hard naar beneden. Had dat te maken met het feit dat het aandeel wel erg duur was geworden of het feit dat een beroemde shortseller zich meldt?Deze aflevering hebben we het over Michael Burry. De man waar de legendarische film Big Short op is gebaseerd. De man die de financiële crisis aan zag komen. Die man gaat nu short op Palantir (en op Nvidia). Tot woede van de baas van Palantir, die zit te schuimbekken op analisten én shortsellers. Ook hebben we het over iets bijzonders. Philips dat met goed nieuws komt! Het aandeel Philips is zelfs dé grote winnaar op de AEX. We kijken waar aandeelhouders zo blij van worden.Kijken we ook naar een concurrent van Shell, naar BP. Dat maakte een draai. Minder inzetten op duurzame energie en meer op het ouderwetse olie en gas. En dat zorgt voor kwartaalcijfers die boven de verwachting uitkomen. De cijfers van Uber en Spotify hoor je ook, net als die van Nintendo. En we moeten het over de megabonus van Elon Musk hebben. Je weet wel, die 1000 miljard dollar die hij bij Tesla kan krijgen. Die lijkt nu steeds meer uit beeld...See omnystudio.com/listener for privacy information.
Nonostante i risultati sopra le aspettative, le azioni di Palantir sono scese. In questo scenario è ricomparso un personaggio noto: Michael Burry, diventato celebre per aver previsto il crollo del mercato immobiliare statunitense nel 2008 e protagonista del film "La grande scommessa", in cui viene impersonato da Christian Bale. Burry ha scommesso contro Nvidia e Palantir stessa. Promozione esclusiva per gli ascoltatori di Black Box: se apri un conto FINECO con il codice FINBLACK hai 6 mesi EXTRA di canone gratuito e 10 ordini gratuiti per investire. Per maggiori info clicca qui. Learn more about your ad choices. Visit megaphone.fm/adchoices
In der heutigen Folge sprechen die Finanzjournalisten Anja Ettel und Holger Zschäpitz über Warren Buffets Cash-is-King-Strategie, den Nexperia-Deal und was sonst noch wichtig wird in dieser Woche. Außerdem geht es um Berkshire Hathaway, Nvidia, Meta, Oracle, Microsoft, Vanguard FTSE All World (WKN: A2PKXG), Invesco Nasdaq 100 ETF (WKN: 801498), Apple, Microsoft, Tesla, Amazon, Alphabet, Xtrackers Artificial Intelligence & Big Data ETF (WKN: A2N6LC), BIT Global Technology Leaders (WKN: A2N812), Digital Leaders Fund (WKN: A2H7N2) und Amundi MSCI Semiconductors ETF (LYX018). Wir freuen uns über Feedback an aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter.[ Hier bei WELT.](https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html.) [Hier] (https://open.spotify.com/playlist/6zxjyJpTMunyYCY6F7vHK1?si=8f6cTnkEQnmSrlMU8Vo6uQ) findest Du die Samstagsfolgen Klassiker-Playlist auf Spotify! Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? [**Hier findest du alle Infos & Rabatte!**](https://linktr.ee/alles_auf_aktien) Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html
Michael Lewis: Sazerac (coat a chilled glass with absinthe, mix 2 1/2 ounces rye, sugar, bitters and chill with ice, add to glass with a twist)Michael reveals an incredible professional connection with Steve Bannon, tells how he's recently been in touch with Sam Bankman-Fried while SBF has been incarcerated, names the key ingredients he needs to have to make a great book, describes the reaction of his boss at Salomon Brothers when he was first working on Liar's Poker and writing articles for the Wall Street Journal in the 1980s, determines who has committed the greater crime between Michael Milken and SBF, relates the filmmaking process for The Blind Side and The Big Short, and suggests which professional sports leagues you should own and which you should short. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
In this episode of the On the Tape Podcast, host Danny Moses discusses market insights with Jeff deGraaf, founder and chairman of Renaissance Macro Research. Jeff elaborates on the structure and focus of his firm, the team's expertise, and their approach to research. The conversation covers Jeff's career journey from Merrill Lynch to Lehman Brothers and eventually founding RenMac. They delve into market dynamics, covering the impact of macroeconomic conditions on financials, private equity, and various sectors including healthcare, technology, and small caps. Jeff provides technical analysis of gold, beta stocks, and evaluates the potential of a market bubble in the context of historical trends. The discussion also touches on inflation, debt concerns, and the influence of the Federal Reserve's policies on market conditions. Lastly, Jeff shares details about RenMac's offerings for institutional investors and individuals.--ABOUT THE SHOWFor decades, Danny has seen it all on Wall Street and has built his reputation on integrity, curiosity and skepticism that he will bring with him each week. Having traded through the Great Financial Crisis and being featured in "The Big Short" is only part of the experiences Danny wants to share with the listener. This weekly podcast cuts through market noise, offering entertaining and informative discussions with expert guests giving their views of the financial world and the human side of it. Whether you're a seasoned investor or just getting started, On The Tape provides something for all listeners.Follow Danny on X: @dmoses34The financial opinions expressed are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on this content.Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in 'On The Tape' carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose.Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service. Hosted on Acast. See acast.com/privacy for more information.
Israeli Prime Minister Benjamin Netanyah speaks with "CBS Mornings" co-host Tony Dokoupil about whether peace can last in the region amid the fragile ceasefire in Gaza, saying, "we agreed to … give peace a chance." He also speaks in the exclusive interview about his views on a two-state solution. Health officials have confirmed 16 measles cases in South Carolina since July, and dozens of students are quarantining at home amid growing concern about the outbreak. CBS News' Cristian Benavides reports. Cody Balmer pleaded guilty to attempted murder, aggravated arson, and terrorism after breaking into Gov. Josh Shapiro's residence, setting fires inside, and coming dangerously close to the rooms where Shapiro and his family slept. Former fashion editors Laura Brown and Kristina O'Neill, who led "InStyle" and "The Wall Street Journal" Magazine, share lessons from their new book "All the Cool Girls Get Fired." Featuring stories from Oprah Winfrey and Jamie Lee Curtis, the book explores how to rebuild confidence, embrace reinvention, and come back stronger after being let go. Acclaimed author Michael Lewis, known for "The Big Short" and "Moneyball," returns to the story that exposed the 2008 financial crisis. For the first time, he narrates "The Big Short" in an audiobook, offering a fresh perspective on the people and greed that fueled the housing market collapse. In the new CBS series "Boston Blue," Donnie Wahlberg's Detective Danny Reagan transfers from New York to Boston, where he partners with Detective Lena Silver, played by Sonequa Martin-Green. The spinoff expands on the world of "Blue Bloods" with a fresh setting and dynamic new duo. To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Danny welcomes Dennis DeBusschere, President of 22V Research on for another podcast appearance! Together, they dissect the ever-changing landscape of markets and the economy, diving deep into volatile Fed policy, government shutdown drama, AI-driven earnings momentum, and the latest on U.S.-China dynamics following a recent trip to Shanghai and Beijing. The conversation covers the K-shaped economy, sector performance, rate risk, and the critical role of labor market trends in shaping investor sentiment. Dennis shares exclusive survey takeaways from institutional clients and candid outlooks on inflation, central bank independence, and future credit market turbulence. Stick around at the end for Danny's Week 7 NFL picks as he looks to bounce back after a tough streak.--ABOUT THE SHOWFor decades, Danny has seen it all on Wall Street and has built his reputation on integrity, curiosity and skepticism that he will bring with him each week. Having traded through the Great Financial Crisis and being featured in "The Big Short" is only part of the experiences Danny wants to share with the listener. This weekly podcast cuts through market noise, offering entertaining and informative discussions with expert guests giving their views of the financial world and the human side of it. Whether you're a seasoned investor or just getting started, On The Tape provides something for all listeners.Follow Danny on X: @dmoses34The financial opinions expressed are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on this content.Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in 'On The Tape' carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose.Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service. Hosted on Acast. See acast.com/privacy for more information.
Dan reviews the film ‘The Big Short'.
We are back with another movie discussion episode! A surprise collab with Vinoth Sundaram from Ice Briyani Podcast alongside Cat dissect and analyze "The Big Short" movieFollow Ice Briyani's Podcast here.Binge Listen to all Note Panra episodes from 1st with this
Author Michael Lewis joins Sam to celebrate the 15th anniversary of The Big Short and talk about if we’ve learned any lessons since its publication—like why we so often conflate wealth and wisdom. They discuss why they don’t think anyone would actually prefer to go back 30 or 60 years if they had the choice, why cutting interest rates mean house prices will go up, and why Michael wouldn’t bet against Bitcoin but Sam refuses to take most financial risks. They talk about the tragedy of the CPFB being gutted, why Americans treat the government like the enemy, and if there’s a Canadian “deep state.” Keep up with Samantha Bee @realsambee on Instagram and X. And stay up to date with us @LemonadaMedia on X, Facebook, and Instagram. For a list of current sponsors and discount codes for this and every other Lemonada show, go to lemonadamedia.com/sponsors.See omnystudio.com/listener for privacy information.
Ryan Sawchuk is the VP of Product at Crexi, where he leads cross-functional teams to build advanced, data-rich tools aimed at transforming the commercial real estate workflow. With more than 15 years in product leadership, Ryan specializes in crafting AI-enabled, scalable solutions that boost transaction velocity, improve user experience, and integrate seamlessly into CRE operations. Prior to Crexi, Ryan held senior product roles at Indeed, Procore, and LinkedIn, shaping core features and driving growth in high-scale tech environments. He earned his education from Princeton University, which laid the foundation for his data-driven, user-first product philosophy. At Crexi, Ryan's vision is to bridge the gap between real estate professionals and cutting-edge technology, making complex CRE data more accessible, actionable, and efficient. This is episode was recorded live at Blueprint Vegas 2025.
Episode 162: Modi and Leo are joined by Steve Eisman (the Wall Street icon depicted in The Big Short) and his wife Valerie Feigen for an alluring conversation on doomsday predictions, personality hires, and what it means to be an "apikorus". Be sure to listen to their podcast, "The Real Eisman Playbook". For more information on the organizations discussed in this episode, check out the links below:Growing WingsStrongVoicesforIsraelSend us Modi Mail!118A Orchard St.PMB #208New York, NY 10002Modi's special "Know Your Audience" is available on YouTube now!For all upcoming shows visit www.modilive.com.Follow Modi on Instagram at @modi_live.Follow the AHM podcast on Instagram at @AHM_Podcast.Leave us a voicemail!Send us a textSupport the show
Danny Moses interviews Shana Sissel, CEO and founder of Banríon Capital Managemen, known as the 'queen of alternatives.' Shana shares her journey in the financial industry, including roles at Morgan Stanley, Fidelity Investments, Russell Investments, and Orion, and discusses the evolution and importance of alternative investments. She highlights the challenges and opportunities for retail investors in this space and the role of advisor-centric platforms like Banríon . The conversation also touches on current market conditions, the impact of AI, and concerns about valuations and debt. Shana emphasizes the significance of manager selection and understanding market structures in today's complex financial landscape.--ABOUT THE SHOWFor decades, Danny has seen it all on Wall Street and has built his reputation on integrity, curiosity and skepticism that he will bring with him each week. Having traded through the Great Financial Crisis and being featured in "The Big Short" is only part of the experiences Danny wants to share with the listener. This weekly podcast cuts through market noise, offering entertaining and informative discussions with expert guests giving their views of the financial world and the human side of it. Whether you're a seasoned investor or just getting started, On The Tape provides something for all listeners.Follow Danny on X: @dmoses34The financial opinions expressed are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on this content.Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in 'On The Tape' carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose.Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service. Hosted on Acast. See acast.com/privacy for more information.
Danny, Vinnie and Porter hosted author Michael Lewis for a special edition of the 'Friday Night Dirty' podcast. To get content like this and more, subscribe over on Substack.--ABOUT THE SHOWFor decades, Danny has seen it all on Wall Street and has built his reputation on integrity, curiosity and skepticism that he will bring with him each week. Having traded through the Great Financial Crisis and being featured in "The Big Short" is only part of the experiences Danny wants to share with the listener. This weekly podcast cuts through market noise, offering entertaining and informative discussions with expert guests giving their views of the financial world and the human side of it. Whether you're a seasoned investor or just getting started, On The Tape provides something for all listeners.Follow Danny on X: @dmoses34The financial opinions expressed are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on this content.Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in 'On The Tape' carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose.Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service. Hosted on Acast. See acast.com/privacy for more information.
We're rereleasing Bald Move's coverage of The Martian (2015) in honor of the film's 10th anniversary! Check out the Matt Damon poster photos here! Jim and A.Ron saw Ridley Scott's "The Martian" last night, starring Matt Damon, and have a lot to say about it. Note, the first part of the podcast is spoiler free, but then when we say we're about to spoil things, that's your cue to get out while the getting is good. Along the way, we talk about the trailers we saw for The Revenant, The Big Short, Joy, and Concussion. If you are still hungry for more Martian goodness, might I recommend reading Andy Weir's original book (The Martian) the film is based on? Then, I'd proceed to reading Robert Zubrin's A Case For Mars, upon which most of the science of the book and film are based upon. And if that's not enough, check out the Red/Green/Blue Mars trilogy by Kim Stanley Robinson. Hey there! Check out https://support.baldmove.com/ to find out how you can gain access to ALL of our premium content, as well as ad-free versions of the podcasts! Join the Club! Join the discussion: Email | Discord | Reddit | Forums Follow us: Twitch | YouTube | Twitter | Instagram | Facebook Leave Us A Review on Apple Podcasts Learn more about your ad choices. Visit megaphone.fm/adchoices
Pius Sprenger is a mathematician and former Wall Street investment banker who lived through "The Big Short" and the 2008 financial crisis from the inside before becoming an outspoken Bitcoin advocate.› https://x.com/PiusSprengerPARTNERS
iCapital's new Chief Investment Strategist Sonali Basak joins Danny on the latest On The Tape podcast! Sonali shares her extraordinary journey from media to Wall Street, reflecting on how she's helping to shape content strategies for leading financial firms while empowering investors to make better decisions. We dive into her experiences launching original content at Bloomberg, insights on today's Fed policy, the state of both equity and fixed income markets, and her perspective on the challenges and opportunities within a rapidly evolving “K-shaped” economy. Don't miss this rare debut conversation with one of Wall Street's next-generation thought leaders!--ABOUT THE SHOWFor decades, Danny has seen it all on Wall Street and has built his reputation on integrity, curiosity and skepticism that he will bring with him each week. Having traded through the Great Financial Crisis and being featured in "The Big Short" is only part of the experiences Danny wants to share with the listener. This weekly podcast cuts through market noise, offering entertaining and informative discussions with expert guests giving their views of the financial world and the human side of it. Whether you're a seasoned investor or just getting started, On The Tape provides something for all listeners.Follow Danny on X: @dmoses34The financial opinions expressed are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on this content.Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in 'On The Tape' carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose.Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service. Hosted on Acast. See acast.com/privacy for more information.
Colton Pace is a founder and currently the CEO of Ownwell, a Proptech company dedicated to democratizing access to real estate expertise and reducing the hidden costs of homeownership. Under his leadership, Ownwell helps homeowners and property owners identify and appeal overvalued property taxes, reduce insurance and utility costs, and manage other home‑related expenses through data, automation, and local expert teams. Before founding Ownwell, Colton served as an investor, asset manager, and venture capitalist, helping manage billions of dollars across various asset classes. He was part of funds that made early investments in companies such as Uber, Spotify, Redfin, Snowflake, UiPath, Zuora, and Grab. (01:05) - VC to PropTech Founder(03:10) - $797B Property Tax Problem(04:48) - Ownwell Traction: 700K+ Homes and SMB/CRE(06:18) - AI Plus 80 Consultants: How Appeals Get Done(08:50) - Success Rates and Savings: Residential vs Commercial(11:27) - Portfolio Case Study: 124 SFR Properties in Texas(13:45) - Valuation Methods and Local Differences(16:13) - Market Size: $50 to 60B Opportunity(17:29) - Feature: CREtech - Join CREtech New York 2025 on Oct 21-22 for the largest Real Estate Meetings program. Qualified Real Estate pros get free full event pass plus up to $800 in travel and hotel costs. (19:02) - Beyond Taxes: Insurance, Loans, Utilities, Concierge (21:30) - Building Trust with Homeowners and CRE Owners (24:03) - Advice for PropTech Founders Selling into Real Estate (26:49) - Collaboration Superpower: Matthew McConaughey
Danny Moses talks to Meredith Whitney, founder of Meredith Whitney Advisory Group, about the current state of the housing market and consumer finance. Meredith highlights the sluggishness in existing home sales, attributing it to seniors holding onto their homes and tapping into home equity loans. She discusses the consumer spending patterns of Gen Z and Millennials, focusing on the financial impact of student loans and rising healthcare premiums. The conversation also touches on private credit's growing role in consumer lending and the potential implications for companies like Rocket Mortgage and Upstart. Meredith provides insights into the regulatory landscape, the future of Fannie Mae and Freddie Mac, and the shifting dynamics of the credit card market. She concludes by discussing her successful investment picks and the potential for a coming economic cycle. --ABOUT THE SHOWFor decades, Danny has seen it all on Wall Street and has built his reputation on integrity, curiosity and skepticism that he will bring with him each week. Having traded through the Great Financial Crisis and being featured in "The Big Short" is only part of the experiences Danny wants to share with the listener. This weekly podcast cuts through market noise, offering entertaining and informative discussions with expert guests giving their views of the financial world and the human side of it. Whether you're a seasoned investor or just getting started, On The Tape provides something for all listeners.Follow Danny on X: @dmoses34The financial opinions expressed are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on this content.Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in 'On The Tape' carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose.Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.
Programa #23 entre censuras y joyas. Censuran a Jimmy Kimmel, España busca bicotear el Mundial de fútbol, Elton John tiene joyas con huesos y gente presa por bardear idols. Además repasamos The Big Short de Adam McKay película nominada al Oscar que trató con humor negro la crisis del 2008. Además Nacho trajo la historia de cómo fueron los 30 días en Enero de 1932 que empujaron a Hitler al poder en Alemania. Encontra este y mucho más contenido todos los sábados a las 13hs por www.fm913.com.ar o en Spotify
Danny welcomes Keith McCullough, founder of Hedgeye and a former Yale hockey captain, to discuss his journey from Yale hockey to Wall Street and the establishment of his independent research firm, Hedgeye. Keith shares insights on his disciplined work ethic, cultivated through hockey, and how it translates to his work in finance. He reflects on his career at various hedge funds and the lessons learned about market cycles and risk management. The episode delves into Hedgeye's unique product offerings and the quad system used for market analysis. Keith explains the importance of understanding market flows and discusses current market positions, including his bullish stance on small-cap stocks amidst changing economic conditions. Finally, Keith highlights Hedgeye's charitable efforts and community involvement through initiatives like supporting the Bridgeport Youth League. --ABOUT THE SHOWFor decades, Danny has seen it all on Wall Street and has built his reputation on integrity, curiosity and skepticism that he will bring with him each week. Having traded through the Great Financial Crisis and being featured in "The Big Short" is only part of the experiences Danny wants to share with the listener. This weekly podcast cuts through market noise, offering entertaining and informative discussions with expert guests giving their views of the financial world and the human side of it. Whether you're a seasoned investor or just getting started, On The Tape provides something for all listeners.Follow Danny on X: @dmoses34The financial opinions expressed are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on this content.Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in 'On The Tape' carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose.Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.
Last week, it was announced that Polymarket—a site where you can bet on basically anything, from the likelihood of a government shutdown to the winner of New York City's mayoral race—will be allowed to operate in the U.S. The decision was the culmination of a broader trend: since 2018, some thirty-nine states have legalized sports betting, and the rise of online gambling has made the practice a part of daily life. On this episode of Critics at Large, Vinson Cunningham, Naomi Fry, and Alexandra Schwartz consider how platforms like Polymarket and DraftKings have changed our relationship to what we're wagering on. They also examine the way games of chance have been depicted in literature and film—and our enduring susceptibility, in art and otherwise, to the promise of a hot streak. “Gambling is a way for the individual to test themselves,” Schwartz says. “It comes back to this fundamental question everyone has about themselves, which is: do I got it, or don't I?”Read, watch, and listen with the critics:“Shayne Coplan's Big Bet Is Paying Off,” by Jen Wieczner (New York Magazine)“Online Gambling Is Changing Sports for the Worse,” by Jay Caspian Kang (The New Yorker)“Daniel Deronda,” by George Eliot“The Noble Hustle,” by Colson Whitehead“Rounders” (1998)“War and Peace,” by Leo Tolstoy“The Sopranos” (1999–2007)“Uncut Gems” (2019)“The Big Short” (2015)“To Catch a Thief” (1955)“Casino Royale” (2006)New episodes drop every Thursday. Follow Critics at Large wherever you get your podcasts. Learn about your ad choices: dovetail.prx.org/ad-choices
Dustin Lacey is the CTO at Mark-Taylor, the leading developer, owner, and investment manager of luxury multifamily communities in Arizona and Nevada, with over 135 Class A Multifamily properties. He leads the firm's tech evolution, powering the centralization of operations. Under his leadership, Mark‑Taylor has implemented innovative smart‑home integrations, centralized leasing and maintenance teams, and deployed unified resident platforms that enhance efficiency and elevate the resident experience. With a diverse background in irrigation, industrial manufacturing, and brand and marketing strategy, Dustin brings his unique experience into high-tech manufacturing from his tenure at TSMC, where he honed his skills in precision, process excellence, and product innovation.(01:36) - From Brand Strategy to Tech Leadership: Building Digital DNA in Real Estate(02:12) - Enterprise Proptech Success Story: Scaling a Multifamily Management Platform(05:16) - Class A Portfolio Strategy: Maximizing Asset Performance Through Tech(06:50) - Tech Stack Evolution: From AWS Integration to Custom CRM Development(10:29) - ROI Deep Dive: Making the Business Case for Custom Proptech Solutions(15:53) - Tech-Enabled Operations: Achieving Sub-2-Hour Response Times at Scale(20:12) - Feature: Blueprint - The Future of Real Estate - Register for 2025: Friends of Tangent receive $300 off the All Access pass. The Premier Event for Industry Executives, Real Estate & Construction Tech Startups and VC's, at The Venetian, Las Vegas on Sep. 16th-18th, 2025. (21:22) - Go-to-Market Excellence: Standing Out in the Competitive Proptech Landscape(31:41) - Risk Management Innovation: Tech Solutions for Modern Property Operations(38:30) - Founder's Playbook: Key Insights for Proptech Startups Targeting Enterprise Clients
Danny Moses is LIVE from the Hood Summit 2025 in Las Vegas. He is joined by JB Mackenzie, VP and General Manager of Futures and International at Robinhood, along with his Seawolf Capital co-founders, Porter Collins and Vincent Daniel. The discussion covers innovations such as event contracts, the impact of AI, and the importance of product evolution in trading. JB highlights Robinhood's rapid product development and customer engagement. The episode also touches on stock market dynamics, financial regulation, and strategies for retail investors. The session concludes with NFL Week Two picks and a live audience Q&A. --ABOUT THE SHOWFor decades, Danny has seen it all on Wall Street and has built his reputation on integrity, curiosity and skepticism that he will bring with him each week. Having traded through the Great Financial Crisis and being featured in "The Big Short" is only part of the experiences Danny wants to share with the listener. This weekly podcast cuts through market noise, offering entertaining and informative discussions with expert guests giving their views of the financial world and the human side of it. Whether you're a seasoned investor or just getting started, On The Tape provides something for all listeners. Follow Danny on X: @dmoses34 The financial opinions expressed are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on this content.Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in 'On The Tape' carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose. Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.
Marc Cohodes is a legendary investor, short seller and one of the inspirations for the film, The Big Short. We discuss Canada's rapidly failing economy, why capital controls will be necessary to stop wealth from fleeing the country, and why Alberta independence with intervention from the Trump administration is Canada's only hope.Follow Marc on X:https://x.com/AlderLaneEggsFollow Brave New Normal on X, Substack and audio streamers:https://linktr.ee/bnnpod This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit bravenewnormal.substack.com/subscribe
Liz Hart is President of Leasing for Newmark's operating businesses in the U.S. and Canada, where she drives the strategy of the firm's leasing platform, leads talent development and recruitment, and helps integrate technology to deliver better outcomes for clients. She also serves on Newmark's Executive Committee, reporting directly to CEO Barry Gosin. With more than 20 years at Newmark, Liz has completed close to 35M square feet of transactions valued at over $4.2 billion. She has consistently ranked among the firm's top producers and was a regular Top Five Producer in Newmark's San Francisco office. Her experience spans advising technology companies from startups to Fortune 50 giants, repositioning large-scale developments that have reshaped skylines, and leading Newmark's Technology & Innovation Practice Group to help landlords and tenants in the TAMI/TMT sectors create spaces that attract and retain talent.(01:16) - State of the Office Market: Shrinking Supply & Turning Point(05:05) - How to Approach Office Leasing in 2025(13:45) - Talent, Culture & Competitive Advantage(15:49) - Data-Driven Leasing & Advisory: Automation vs. Augmentation(18:07) - Feature: CREtech - Join CREtech New York 2025 on Oct 21-22 for the largest Real Estate Meetings program. Qualified Real Estate pros get free full event pass plus up to $800 in travel and hotel costs.(19:39) - Brand Building in Commercial Real Estate(24:32) - Flex Space vs. Traditional Leasing (27:00) - End-to-End Platform: Evolving the Leasing Function(29:02) - In-House vs. Outsourcing Tech & Data(29:41) - Data Sharing & Antitrust: The RealPage Settlement(31:31) - Collaboration Superpower: Steve Jobs
In this episode of On the Tape, the host is joined by Ryan Glasspiegel of Front Office Sports to discuss the convergence of sports, business, media, and gambling. The conversation explores the rise of legalized sports betting, evolving media rights deals, and the impact of gambling on sports franchise valuations. Ryan shares his career journey and insights into the future of sports media and event contracts. They also discuss the challenges and opportunities posed by new gaming regulations and the significant roles of tech companies like Amazon and Netflix in sports broadcasting. The episode concludes with the host's NFL week one betting picks. Learn more about FOS Tuned In Here Timecodes 0:00 - Intro 4:10 - Event Contracts & Gambling 13:15 - Media Rights 20:25 - Stock Impacts 28:50 - Sports Content Landscape 34:40 - Danny's Picks --ABOUT THE SHOWFor decades, Danny has seen it all on Wall Street and has built his reputation on integrity, curiosity and skepticism that he will bring with him each week. Having traded through the Great Financial Crisis and being featured in "The Big Short" is only part of the experiences Danny wants to share with the listener. This weekly podcast cuts through market noise, offering entertaining and informative discussions with expert guests giving their views of the financial world and the human side of it. Whether you're a seasoned investor or just getting started, On The Tape provides something for all listeners.Follow Danny on X: @dmoses34The financial opinions expressed are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on this content.Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in 'On The Tape' carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose.Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.
Rishard Rameez is the Co‑Founder and CEO of Zown, an AI‑powered real estate platform that makes homeownership more accessible and affordable. Zown was born from a viral Reddit post where Rishard shared his frustration over paying over $70K in real estate commissions. The outpouring of support inspired him to flip the model: instead of paying big commissions, Zown gives buyers significant upfront cash to help with their down payment and closing costs, while offering sellers flat fees. This customer‑first model has driven rapid growth, with Zown processing over $300 million in transactions and becoming Canada's fastest‑growing real estate brokerage. The platform has recently launched in California and continues expanding across North America. Rishard sparked a movement by transforming personal pain into an industry‑changing solution.(02:17) - The Broken Home Buying Process(03:02) - It All Started with a Viral Reddit Post (05:39) - Early Pivot from Flat Fee Model(14:59) - Unbundling Real Estate Services(18:06) - Feature: Blueprint - The Future of Real Estate - Register for 2025: The Premier Event for Industry Executives, Real Estate & Construction Tech Startups and VC's, at The Venetian, Las Vegas on Sep. 16th-18th, 2025.(19:00) - Feature: Meow - Business banking, with interest: Unlock a high-yield business checking account that pays up to 3.52%.(20:31) - Zone's Growth Journey(28:47) - Customer Acquisition Strategy(30:36) - Recent Seed Round(32:42) - Why Own vs. Rent a Home(34:52) - Collaboration Superpower: Muhammad and Jesus Christ
In this episode of the 'On The Tape' podcast, host Danny Moses, along with Porter Collins and Vincent Daniel, discuss several key topics in the financial markets. They start with a discussion about the newly launched "What Are We Doing" Substack newsletter, sharing insights into their process of delivering valuable content. The conversation covers the role of the Federal Reserve and its political dynamics, the rise of event contracts in sports gambling, and the potential impact of rescheduling cannabis regulations. Additionally, they delve into the investment prospects of uranium, natural gas, and China's market potential, emphasizing a contrarian, value-oriented investment approach. The episode concludes with a debate on the implications of the U.S. government taking stakes in private companies, especially outside of crisis scenarios. Timecodes 0:00 - WAWD Substack 4:50 - The Fed 19:20 - Event Contracts 26:45 - Cannabis 33:30 - Uranium 40:50 - INTC Stake --ABOUT THE SHOWFor decades, Danny has seen it all on Wall Street and has built his reputation on integrity, curiosity and skepticism that he will bring with him each week. Having traded through the Great Financial Crisis and being featured in "The Big Short" is only part of the experiences Danny wants to share with the listener. This weekly podcast cuts through market noise, offering entertaining and informative discussions with expert guests giving their views of the financial world and the human side of it. Whether you're a seasoned investor or just getting started, On The Tape provides something for all listeners.Follow Danny on X: @dmoses34The financial opinions expressed are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on this content.Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in 'On The Tape' carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose.Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.
Bob Elliott, co-founder, CEO, and CIO of Unlimited, joins the show to discuss his extensive investment experience, including his time as the head of investment research at Bridgewater Associates. The conversation covers Elliott's background, his work on significant economic events like the 2008 financial crisis, and the founding of Unlimited, which offers ETFs using machine learning for investment strategies. They discuss current macroeconomic issues such as the Federal Reserve's policies, global central bank actions, and economic conditions in regions like Japan, the UK, and China. They also delve into asset classes like gold, oil, and Bitcoin, and Elliott provides insights into the value of diversification and systematic investing over individual manager performance. Finally, they explore Unlimited's strategy of using technological advancements for hedge fund replication through ETFs. Timecodes 0:00 - Intro 3:30 - GFC Lessons 7:05 - The Macro 12:30 - Global Central Banks 18:20 - Oil 20:40 - Gold & Bonds 26:05 - BTC & ETH Treasuries 33:45 - Private Credit 36:35 - Unlimited --ABOUT THE SHOWFor decades, Danny has seen it all on Wall Street and has built his reputation on integrity, curiosity and skepticism that he will bring with him each week. Having traded through the Great Financial Crisis and being featured in "The Big Short" is only part of the experiences Danny wants to share with the listener. This weekly podcast cuts through market noise, offering entertaining and informative discussions with expert guests giving their views of the financial world and the human side of it. Whether you're a seasoned investor or just getting started, On The Tape provides something for all listeners. Follow Danny on X: @dmoses34 The financial opinions expressed are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on this content.Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in 'On The Tape' carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose. Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.
Today we chat with Steve Eisman, portrayed in the movie The Big Short, who is a well-known contrarian thinking. We discuss the mortgage collapse, for-profit higher education, and how we make smart bets in the stock market in the future. Learn more about your ad choices. Visit megaphone.fm/adchoices
Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/ Andrew Betts (https://bickling.com/) is a Certified Financial Planner and is a Partner and a Financial Advisor at Bickling Financial Services. Bickling Financial Services, located in Lexington, Massachusetts, was founded in 1984 to provide financial advisory and asset management services to individuals and families. Andy keeps business owners and managers on track by researching and evaluating investment choices to help management maintain the optimum investment menu in each plan.In this episode, Chris and Andrew discuss:1. Planting Seeds for Long-Term Growth: The Power of Patience2. How Financial Advisors Can Learn from ‘The Big Short' and 20083. Women Pioneers in Finance4. Bringing Psychology into Financial PlanningLinkedIn: https://www.linkedin.com/in/andrewhbetts/ Company LinkedIn: https://www.linkedin.com/company/bickling-financial-services/people/ Website: https://bickling.com/ Maximize your marketing, close more clients, and amplify your AUM by following us on: Instagram: https://instagram.com/ultrahighnetworthclients TikTok: https://tiktok.com/ultrahighnetworthclients YouTube: https://www.youtube.com/@uhnwcFacebook: https://www.facebook.com/UHNWCPodcast Twitter: https://twitter.com/uhnwcpodcast iTunes: https://podcasts.apple.com/au/podcast/ultra-high-net-worth-clients-with-chris-brodhead/id1569041400Spotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDrWebsite: https://uhnwc.com Work with us: https://famousfounder.com/fa DISCLAIMER: This content is provided by Chris Brodhead for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance.
Nathan Herz is the Co‑Founder and COO of Paraspot AI, a New York‑based AI company backed by RE Angels, ffVC, 97212 Ventures, SaaS Ventures & Aroundtown that applies advanced computer vision to automate property inspections for Single-family, Multifamily, Hospitality, and Logistics operators. Paraspot's platform reduces inspection costs and time, empowering operators to manage assets efficiently remotely. Since co-founding the company in 2020, Nathan has been instrumental in scaling operations, leading sales strategy, and building key client relationships.(01:28) - Nathan's Real Estate Journey & Birth of Paraspot(06:15) - Challenges & Innovations in Property Inspections(10:17) - AI-Powered Inspections(18:07) - Latest Property Management Regulation in CA & NY(21:05) - Feature: CREtech - Join CREtech New York 2025 on Oct 21-22 for the largest Real Estate Meetings program. Qualified Real Estate pros get free full event pass plus up to $800 in travel and hotel costs.(22:38) - Founder Timing & Persistence(25:58) - New Audio Feature for Inspections(28:32) - Single Family vs. Multifamily Market Fit(37:31) - New Partnership Announcement with DepositCloud(39:52) - Collaboration Superpower: Nathan's grandpa & Ryan Serhant
What if the most valuable people in your team are the ones no one's paying attention to?Michael Lewis, author of acclaimed sports book Moneyball, The Big Short, and his new book Who Is Government? The Untold Story of Public Service — joins Jake to explore how data can reveal hidden talent, challenge gut instinct, and reshape the way we build teams.They discuss:How Moneyball rewrote the rules on spotting overlooked talentWhy culture follows winning — not the other way aroundThe myth of instinctive leadership in sport and businessAnd what Lewis learned from inside the Trump administration and Elon Musk's takeover of the U.S. civil serviceThis conversation will challenge how you think about performance, power, and the people who keep things moving - quietly, and without credit.
In Episode 427 of Hidden Forces, Demetri Kofinas speaks with Le Shrub, the author of the Shrubstack Substack who in his previous life was part of a famous team known for putting on “The Big Short” during the 2008 Great Financial Crisis. This recording is the result of a phone call Demetri made to Le Shrub to catch up on markets and life after returning from a recent trip to Italy where he spent time with some guests of the podcast discussing the effect that rapid technological changes are having on the evolution of human societies, culture, politics, and the economy. Le Shrub and Kofinas spend the first hour exploring some of these themes and the collective sense in Western countries that our governing systems, societal norms, and democratic institutions are unraveling at a quickening pace, hurdling us toward some inexorable economic and political reset. They shift their focus in the second hour toward the markets as Le Shrub educates listeners on his investment process and how it has fared in this increasingly chaotic information landscape where signal is often drowned by a cacophony of bad information spread by malicious actors, uninformed clout chasers, and bots. This includes a discussion about how Le Shrub has sought to monetize the second order effects of the most recent Trump tariffs on copper and the Brazilian economy. Subscribe to our premium content—including our premium feed, episode transcripts, and Intelligence Reports—by visiting HiddenForces.io/subscribe. If you'd like to join the conversation and become a member of the Hidden Forces Genius community—with benefits like Q&A calls with guests, exclusive research and analysis, in-person events, and dinners—you can also sign up on our subscriber page at HiddenForces.io/subscribe. If you enjoyed today's episode of Hidden Forces, please support the show by: Subscribing on Apple Podcasts, YouTube, Spotify, Stitcher, SoundCloud, CastBox, or via our RSS Feed Writing us a review on Apple Podcasts & Spotify Joining our mailing list at https://hiddenforces.io/newsletter/ Producer & Host: Demetri Kofinas Editor & Engineer: Stylianos Nicolaou Subscribe and support the podcast at https://hiddenforces.io. Join the conversation on Facebook, Instagram, and Twitter at @hiddenforcespod Follow Demetri on Twitter at @Kofinas Episode Recorded on 07/10/2025