Podcasts about The Big Short

Subscribe here to the What's Your Number? podcast. ------- In a Call me Back bonus episode, we're publishing this week's episode of Ark Media podcast What's Your Number, co-hosted by Yonatan Adiri and Yael Wissner-Levy. This week, despite recording between air-raid sirens and shelter runs, Yael and Yonatan break down Iran's emerging strategy of economic warfare. Instead of matching Israel and the U.S. militarily, Iran appears to be targeting global pressure points—oil and gas infrastructure, fertilizer supply chains, financial hubs, AI data centers, and the Strait of Hormuz—to drive up global costs and force political pressure. The question: can this strategy actually move markets and reshape the conflict?  In this episode: 00:00 - Numbers of the Week 05:00 - The WYNDEX 09:00 - Big Short #1: Lebanon signals a shift on Hezbollah 11:30 - Big Short #2: Israel's budget politics and coalition stability 14:00 - Long Play: Iran's economic warfare and the global energy stakes 38:40 - Words of the Week More Ark Media: Subscribe to to Inside Call me Back Want to join Ark Media? Check out our careers page for new openings. Explore Israel Votes Listen to For Heaven's Sake Watch Call me Back on YouTube Newsletters | Ark Media | Amit Segal | Nadav Eyal Instagram | Ark Media | Dan X | Dan Dan Senor & Saul Singer's book, The Genius of Israel Get in touch Credits: Ilan Benatar, Adaam James Levin-Areddy, Brittany Cohen, Ava Weiner, Martin Huergo, Mariangeles Burgos, and Patricio Spadavecchia, Yuval Semo

For this special St. Patty's Day episode, The Boys line up 3 Irish whiskies - all from Jameson.  Matt brings the standard Jameson: a whole 50ml airplane bottle.  Drew shares some European finds: Jameson Crested, and what he was told was a DUB airport exclusive, the Jameson Single Pot Five Oak Cask Release. Grab some Irish whisky, invite your friends, listen and sip along while The Boys enjoy some Jameson and tangent on Biathlons, Pulp Fiction, The Big Short, Smoky And The Bandit, Yuengling Beer and footsie. Thank you to Irish Tenor, Paddy Homan, for our opening.  And as always, thank you Joby of Fourche Creek Podcast for the jingles and songs! May the luck of the Irish enfold you, May the blessings of Saint Patrick behold you, and may you Make It A Happy Friday!™ Slainte!

Michael Feldman is the former CEO and Co-Founder of Choice New York Companies, a group of firms providing property management, building staffing, and brokerage services to medium and large residential buildings across New York City. He built the company from zero revenue to roughly $27M in revenue and $5.1M in EBITDA before selling the business to Associa Corp. in 2021. Today, Michael remains active in the real estate industry as a real estate and tech investor and advisor, bringing decades of operational experience building and scaling service platforms in the New York multifamily market and beyond.(01:17) - From Hollywood to New York Real Estate(03:35) - How PM Models Evolved(04:50) - Decision to Exit in 2021(05:59) - Why Few New Entrants & Barriers to Entry(09:49) - AI Use Cases in Property Management(12:00) - Feature: Blueprint: The Future of Real Estate 2026 in Vegas on Sep. 22-24(12:51) - 'War' Stories(16:05) - M&A & Industry Consolidation(20:51) - Collaboration Superpower: Winston Churchill

Immortality projects represent an often irrational, and sometimes even unconscious, way to tamp down anxiety about death. There are some shocking examples of people, especially those with lots and lots of money, who try to leave some sort of mark in a futile attempt to keep from facing death. In this episode, we run a special fantasy-football style draft to take a look at immortality projects, some horrendous, but some with positive effects. Originally recorded on February 6, 2026.Sources/Links/Notes:Adam McCay, The Big Short, 2015 filmHenry VIIIGabriella Angeleti, “Two men sentenced to prison time for vandalising Nevada petroglyphs,” The Art Newspaper, November 10, 2022Owen Clarke, “A Utah Woman Must Pay $15,000 in Fines for Vandalizing Ancient Petroglyphs,” Outside Magazine, November 20, 2025Lehman's CatalogJohn Prine, “Paradise” 1971 songX post on Brian Johnson's erections, February 11, 2024Epic of GilgameshTompkins Conservancy and Patagonia National ParkInstituto TerraEric Grundhauser, “Visit a Beard That Killed Its Owner,” Atlas Obscura, January 26, 2018Raoul WallenbergRelated episode(s) of Crazy Town:Crazy Town Classics “Terror Management Theory”Episode 51, “A Load of Papal Bull: Greenlighting Colonization and the Mindset of Extraction”Episode 54, “Colonizing the Sky: The Untold Environmental Toll of Skyscrapers”Episode 92, “Escaping Otherism: Why Dr. Seuss Could Never Find a Rhyme for Genocide”

Joining us in this episode of Living Off Rentals is Kaitlyn Rowsey Aronis, CEO and founder of CoHo House, a nationwide design and co-hosting firm helping investors maximize short-term rental returns. Before launching her company, Kaitlyn worked at Airbnb on the Airbnb Plus program, where she helped define what high-performing, design-forward listings really look like. In this conversation, Kaitlyn breaks down why there is no one-size-fits-all strategy in short-term rentals. She also shares how your goals should shape everything from acquisitions to renovation budgets to design decisions. In addition, Kaitlyn explains how scaling sustainably requires strong systems, clear roles, and heart-centered hosting without sacrificing profitability. Enjoy the show! Key Takeaways: [00:00] Introducing Kaitlyn Rowsey Aronis and her background [03:08] Getting into short-term rental space [08:20] Bridging the gap between tech and real-life hosting at Airbnb [11:39] Cash flow vs. equity growth: designing around your real goals [16:42] The importance of defining your ideal guest avatar [21:18] How Coho House grew from co-hosting to nationwide installs [26:05] What does cash flow really mean to Kaitlyn [29:06] Case study: West Virginia and emerging travel markets [36:58] Think about your buying schedule and seasonality [41:25] Don't overspend on the property and underspend on design [45:00] Multiple ways to work with a designer [51:32] Scaling sustainably with systems and clear roles [56:32] Heart-centered guest communication and the "Oh No" rule [01:04:17] Connect with Kaitlyn Rowsey Aronis [01:05:59] Outro Guest Links: Website: https://www.cohohouse.com/  LinkedIn: https://www.linkedin.com/in/kaitlyn-rowsey-aronis/  Link to schedule a free listing audit: https://calendly.com/kaitlyn-opw/introductory-call Text code - LOR2025 - to 818-208-7034 for 15% off our Design Services! Show Links: Living Off Rentals YouTube Channel – youtube.com/c/LivingOffRentals  Living Off Rentals YouTube Podcast Channel - youtube.com/c/LivingOffRentalsPodcast  Living Off Rentals Facebook Group – facebook.com/groups/livingoffrentals  Living Off Rentals Website – https://www.livingoffrentals.com/  Living Off Rentals Instagram – instagram.com/livingoffrentals  Living Off Rentals TikTok – tiktok.com/@livingoffrentals   

Danny Moses hosts a special reunion episode of On the Tape with Dan Nathan and Guy Adami, opening with concerns about a fragile market backdrop worsened by the Middle East conflict, higher oil-driven inflation expectations, weak job data, private credit redemptions, and a recession risk tied to an equity selloff unwinding the wealth effect. The group discusses commodities becoming central—oil, gold, and copper—alongside de-dollarization pressures and growing U.S. debt, arguing the bond market and rising yields are key risks. They debate tech and AI, warning that “sanctity of capex” may break as returns disappoint, highlighting reports of OpenAI pulling back data-center commitments and the potential circular financing of the buildout, with Nvidia's margins and valuations vulnerable. They also cover midterm-year policy “puts,” Fed leadership uncertainty, and how CNBC/Fast Money is adapting through live events, programming tweaks, and a focus on authenticity and audience engagement.--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.

Most business owners focus on making money… but almost no one teaches them what to actually DO with the profits.In this episode, Scott Carpenter breaks down a simple tactical system every entrepreneur should implement immediately to protect, save, and grow their profits.Think of this as the “Margot Robbie in the bathtub” explanation from The Big Short — but applied to building real wealth as a business owner.Scott and Andy walk through the exact cash flow framework Scott personally used to build financial security, invest in real estate, and create multiple cash-flowing assets.This episode is short, tactical, and something you can start implementing today.

Coming at ya with another episode of ORIGINAL RECIPE

"You cannot ignore somebody that says, 'I want you dead.'" History shifts when a regime built on fear suddenly loses its grip. When authoritarian systems weaken, the real question becomes whether the people rise up—or whether the moment slips away. Power vacuums can reshape entire regions. Sometimes they unleash chaos. Other times they open the door to freedom and a completely new political future. Ilan Srulovicz joins Nicky to discuss why the current confrontation with Iran could become a historic turning point. Ilan argues that weakening the Islamic Republic's military and leadership may give the Iranian people the opportunity they've been waiting for—an opening to rise up and reclaim their country. If that happens, Ilan believes it could trigger a massive geopolitical shift across the Middle East, potentially creating new alliances and a far more prosperous region. Ilan is an entrepreneur, filmmaker, and geopolitical commentator. He is the founder and CEO of Égard Watch Company, a luxury watch brand he launched in 2012 that designs collections for prominent figures such as Georges St-Pierre and William Shatner. Beyond business, Ilan has built a public platform through filmmaking and commentary focused on culture, free speech, and geopolitics. As an actor, Ilan has appeared in major productions including The Walking Dead, The Big Short, Deepwater Horizon, and Marvel's Loki. Through viral films, media appearances, and interviews across outlets such as Fox News, Fox Business, and The Daily Wire, Ilan has become known for speaking out on issues ranging from cultural freedom and cancel culture to Middle East geopolitics and the future of Iran. Learn more & connect: https://www.egardwatches.com/ Inst: @ilan_muallem_official Visit https://www.eCircleAcademy.com and book a success call with Nicky to take your practice to the next level.

“The most curious person in multifamily,” Moshe Crane is the VP of Branding and Strategic Initiatives at Sage Ventures, a Maryland-based real estate investment and management firm focused on multifamily and other asset acquisitions and development in the Baltimore-Washington corridor. The company manages more than $1B in assets and over 4,000 apartment units while developing and selling new homes. Moshe also hosts the Curious Wire podcast and writes the Curious Deal newsletter, where he breaks down multifamily deals, careers, and industry trends while exploring how operators build, finance, and scale real estate businesses.(01:45) - Moshe's Real Estate Path(02:32) - Deals Returning to the Market(06:05) - Sage Ventures' Market Focus(07:27) - Defining Great Operators(08:27) - The Third-Party Talent Crunch(10:17) - Systems Beat Stars(12:36) - The Sage Operations Playbook(15:47) - Fraud Screening Tools(19:01) - The Roving Team Mindset(21:05) - Moshe's Role(23:56) - Feature: CREtech New York Oct. 20–21 (25:52) - The Accidental Self-Storage Win(26:41) - Office-to-Storage Conversions(28:21) - A Scrappy Deal Mix(28:58) - Low-Basis Development Opportunities(29:46) - Pitching Flexibility to LPs(30:26) - No Gurus, Just Operators(33:58) - Discipline Over Vertical Integration(36:19) - PropTech Ecosystem Shifts(39:38) - Proptech Adoption(44:42) - Motivation, Curiosity & Faith(49:31) - Collaboration Superpower: Bill Walsh

What do THE MATRIX and THE BIG SHORT have in common? And have you seen SHAPE OF WATER? Let the siblings know @orwhatevermovies, 818-835-0473, orwhatevermovies@gmail.com. Learn more about your ad choices. Visit megaphone.fm/adchoices

What do you do when a new data point drops—and all eyes turn to you? In this episode, John Dues and Andrew Stotz explore the leadership discipline required when performance data changes. Instead of reacting to a single data point, they unpack how Deming thinking (understanding variation, avoiding tampering, and pausing to interpret patterns) can protect trust, stability, and improvement. A practical conversation for leaders who want wisdom—not speed—to guide their decisions. TRANSCRIPT 0:00:02.3 Andrew Stotz: My name is Andrew Stotz, and I'll be your host as we dive deeper into the teachings of Dr. W. Edwards Deming. Today, I'm continuing my discussion with John Dues, who is part of the new generation of educators striving to apply Dr. Deming's principles to unleash student joy in learning. The topic for today is when the numbers change and everyone looks at you. John, take it away.   0:00:28.4 John Dues: Yeah, it's good to be back, Andrew. I think this is sort of an interesting topic. Many of us that have been in leadership roles have been in this position where the numbers change, whatever they may be. For me, they're dips in attendance, they're assessment results changing, something like that, a subgroup's results changes from the previous year. Sometimes the changes are small, sometimes they're big. But I'm thinking about times when they're just large enough to draw attention in a meeting. And it's not even really so much the size of the change that's important, it's what happens next.   0:01:12.9 John Dues: So you can kind of put yourself in one of these meetings where you're looking at data and maybe you didn't even expect it, but people kind of notice. Then someone asks what went wrong? And then the next thing that comes is someone suggests some type of fix or solution, and then this pressure starts to build. Especially if they're all sort of looking at you, the silence can feel irresponsible. And so what do we do? We react in some way. We call another... For explanations, maybe from others. We adjust a plan that's already in place. We launch a new initiative or tighten expectations on people, whatever it may be. None of it's out of malice. It's done out of care, most typically, or at least in the settings I've observed this sort of phenomenon.   0:02:13.1 Andrew Stotz: Don't just stand there, do something.   0:02:15.2 John Dues: Don't just stand there, do something. But the thing is, very often it just makes things worse. Right?   0:02:21.0 Andrew Stotz: Don't just do something. Stand there.   0:02:23.8 John Dues: Right, right. The opposite. But even if you know that, it's very, very difficult in the moment to...   0:02:32.5 Andrew Stotz: The pressures.   0:02:33.6 John Dues: Yeah.   0:02:34.9 Andrew Stotz: Well, I have a little... Little thing happened last night when a friend of mine came to see my mom and me, and we went out for there's a restaurant nearby, so we got the walker and got mom going. And her natural inclination was to help mom in getting up and that type of thing. And I was explaining to her the difference between what I call a caregiver and a caretaker. And I was saying that most people are caretakers where they're just taking care and they want to just help. And she's like, "It's irresistible. I mean, in my bones, I want to help." And I said, "It's very hard to see that sometimes the best help is to let her struggle and use her legs to get up, not to help her on that." And that was like a revelation for her last night, it just made me think about that.   0:03:33.8 John Dues: No, that's actually a perfect analogy because her health is sort of a high stakes environment. Just like schools are high stakes environments or many of the businesses that people run that listen to this podcast have high stakes. In our cases, it's students and families matter, outcomes matter. There's a lot of different stakeholders that are interested in what's going on in schools. And when those numbers do change, it can feel like neglect if you don't do anything. We're expected to notice. We're expected to... Good leaders are supposed to respond. They're supposed to act decisively, right?   0:04:12.0 Andrew Stotz: Yeah, because there's another aspect to it too. Let's just say that you have a boss that understands it and you're like, "Yeah, it's just noise. It's not signal." But how many times can you say that? Right?   0:04:27.8 John Dues: Yeah, that's right.   0:04:28.5 Andrew Stotz: That's another kind of pressure in that situation.   0:04:31.6 John Dues: Yeah, that's like the second-in-command type person, right? So they have their own pressure. And what you can see happening, this like visible action is sort of like evidence of competence because you can see it. And so the reaction becomes the default. So just like in this example you're giving with your mom, that action to help is very hard to resist. Even though by doing so, like you were saying, she doesn't get the physical exercise and actually makes things worse in the long term for your mom's health.   0:05:10.4 Andrew Stotz: "Boss, why did Kevin get a promotion and not me?" "Well, Kevin's a man of action."   0:05:14.8 John Dues: Man of action, right. Exactly. Exactly. And there's all these risks for a leader that doesn't react right away. Are they disengaged? If they're asking questions instead of acting right away, are they just uncertain? They lack certainty? Are you ignoring the data if you are pausing or waiting? Again, under these conditions, which I think are prevalent just about everywhere that I've been, at least, reacting quickly feels like the safest move. But I think the conflation is speed and wisdom. But speed is not, definitely not the same thing as wisdom, right?   0:06:02.1 John Dues: In all of our organizations, the data fluctuates naturally over time. No different in schools, like we've talked about. Attendance rises and falls, assessment results bounce up and down, behavior incidents they spike and they dip. And it's not necessarily a sign that something's broken. It's often just how systems typically behave, the systems that we're paying attention to. I think the main mistake leaders typically make in that moment when they see that movement is that they think that automatically means something changed. And so you get these concerns if it's a bad move in the data. If it's a short-term increase, maybe we trigger some type of celebration. So this works both ways, actually. But the main point is that one data point becomes a story. It becomes the story of what's... We try to attach an explanation to this dip or this increase that's actually not grounded in any kind of reality. We would say they're just reacting to noise, kind of like what you just said. And the problem, though, is that there's a number of then very predictable things that happen. First, educators, and I felt this as a teacher. I taught in Atlanta Public Schools, a big district that was trying lots of new things in the early 2000s. You feel this whiplash. So priority shifts, guidance changes. Yesterday's focus is replaced by today's concern.   0:07:44.5 John Dues: And what happens in a setting like that, that I found, is that people start explaining instead of learning. Especially when there's a strong accountability system like there is in education systems, results are questioned immediately, often. And so the safest response at almost all levels of the organization is just to justify what's already happened, not to explore what might be improved. Very, very, very difficult. And that then leads to trust eroding. And over time, what I've seen is that educators learn that any fluctuation brings scrutiny. They become cautious, defensive, quiet. And obviously none of that improves outcomes. And again, just like in the example with your mom, it actually makes things harder to improve in the long term. So this overreacting to this routine variation then often increases variation, and so the system actually becomes noisier and not more capable. You get this vicious cycle. What's that?   0:09:00.5 Andrew Stotz: Tampering.   0:09:01.8 John Dues: Yeah, tampering. Exactly. That's what Deming would call it, tampering. When you intervene in a stable system.   0:09:07.3 Andrew Stotz: It's interesting. The one data point becomes a story is a great, great line. In the world of finance, everybody's trying to get the next wave. As a financial analyst, you're trying to think, okay. And all we do constantly is look at the next data point and say, "Does this confirm or not my view that gold's going to crash now, or gold's going to rise, or US stocks are going to X, or the dollar is going to... " And most of the time, we're just making one data point become a story, and then the next data point comes out and it's like, "Okay, so there's a different story here." And then...   0:09:51.3 John Dues: Yeah. That explanation there it's sort of... The key idea is reaction. It's literally seductive. It is seductive because it feels productive.   0:10:04.3 Andrew Stotz: In my finance work, when I help people with their money, what I do introduce what I've learned from Dr. Deming to say it really helps me separate the signal from the noise in the stock market, and therefore, I will never react. And I even set parameters where I rebalance my portfolio every three months. So when they go, "What are you going to do about such and such?" it's like, "Everything's set. I'm going to wait until the results are in, and I'm going to reevaluate on a framework, on a systematic way," which just helps me from getting whipsawed this way or whiplash this way or that way. And it's proven to be not only great for helping people feel like I have a deeper understanding and follow what I'm doing, but it also improves performance.   0:11:07.7 John Dues: Yeah. And you know, I'm definitely no financial expert by any means, but it makes me think of The Big Short, the movie, when I don't know how true to reality it is, but when the character played by Christian Bale, Michael Burry, is sticking to his guns with his shorting of the housing market and people are coming into his office and screaming at him. He's getting emails that are coming in one after another calling him an idiot, threatening him with lawsuits, and he holds. So that's like an extreme example of not reacting to noise. And you can see what it does to him in the movie, the intestinal fortitude, before sort of it comes to the conclusion. He got less and less certain even though he stuck to his guns, that he was doing the right thing. Right.   0:12:00.3 Andrew Stotz: I got to get that clip because I want to combine that with Mel Gibson in that movie, I can't remember, the Celtic battles in England where he's saying, "Hold the line! Hold the line!" What is it?   0:12:13.6 John Dues: Braveheart, probably.   0:12:16.3 Andrew Stotz: Braveheart. Yeah.   0:12:17.9 John Dues: Braveheart. Yeah. That's because when you're having a conversation like this and you talk about this leadership concept, just about everybody's going to nod along with you. But when you are actually in the moment, very few people hold the line, very few people hold the line. But at least if you have this grounding, at least you'll be more likely to hold the line because you have some techniques and some ways to sort of paint this picture that there's a firm logic. There's never certainty, but at least there's a firm logic for why you're holding the line in a particular situation. But it's very, very hard. Very hard.   0:12:58.2 Andrew Stotz: One question is, could there be such a thing like a mantra that the management team could have? Something like, "One point is not the full story," or something that they talk about in non-emotional times so that they've got it set. So when all of these numbers change and everyone looks at you, it's like, "Guys, remember, one point is not the story."   0:13:28.1 John Dues: Yeah, no, that's a really good idea. That would be a good sort of internal value or something marketing-wise that you could sort of, something sticky that would remind people of this, especially in those moments of anxiety or even panic, depending on the particular situation and the type of data that you're talking about. That's a good idea. I think the key thing is that activity is not the same as improvement. It feels good. It feels good to change something, introduce something new, new rules, new expectations, even though the system itself hasn't changed. And like you said, that's tampering. You make adjustments to a stable system based on something that's just routine ups and downs and it degrades performance. I think a lot of people are familiar with Deming's Red Bead Experiment. Less of them are familiar with the Funnel Experiment. He basically talks about when you are trying to hit a target through a funnel and you move it each time to sort of adjust for the variation from the mark. You actually, he called it going off into the Milky Way in terms of where you end up when you make these adjustments every single time.   0:14:46.1 Andrew Stotz: I thought that demonstration was so... I don't remember that he did it in the seminars that I attended. I remember the Red Bead Experiment. But that tampering is so powerful to understand the mess you can end up in.   0:15:05.7 John Dues: Yeah. And that was in The New Economics. I don't think he ever did it in a four-day seminar that I remember. But the interesting thing is generally the best choice is just to keep the funnel in the same place and keep going. But again, that's very hard. Especially let's say you're doing this as a group activity and group two, three, four, and five, you're looking over and they're making these adjustments every time, and you're just sitting there. And you're like, "Maybe they're onto something," or "Maybe I do need to move." But at the end of it, they're much farther away than you are.   0:15:43.4 Andrew Stotz: And I feel like the title you talked about, "When the Numbers Change and Everyone Looks at You," is evoking that emotion of, "Am I doing something wrong? Other people would do it a different way. Oh, they're making progress. I'm just sitting here." Those kind of emotions are the types of things that cause that tampering.   0:16:02.7 John Dues: Yeah. And then that shows up as initiative overload. You get these contradictory messages, constant course correction like in the Funnel Experiment. And the irony is you typically have a leader who cares deeply and they don't realize they're creating the very instability that makes improvement impossible. It's a tough realization. So what I would say is that when the data does change, the most important leadership move is not action, but it's interpretation. So instead of asking, "What should we do?" maybe a good first question is, "Is this shift within the range of what we should expect?" So just that question kind of slows the moment down. It shifts attention from reaction to understanding and it invites the group to look at data over time rather than point to point. It opens up this possibility that nothing is wrong even if the results aren't yet acceptable.   0:17:15.4 Andrew Stotz: Love that. Love that.   0:17:16.8 John Dues: Yeah, I think it's a really important...   0:17:17.5 Andrew Stotz: Is this shift within the range of what we would expect?   0:17:20.6 John Dues: Yeah.   0:17:21.1 Andrew Stotz: Answer's going to be "Yes, this is in the range." So next topic in a meeting.   0:17:28.5 John Dues: Right. And we've talked about this before. And it's possible when you've asked that question that the system itself looks stable, but it also may be producing outcomes we don't like. And so the key is even in those cases, reacting to an individual data point is not going to help. In that case, if you have stability but outcomes you don't like, you need thoughtful system redesign. But these sort of urgency-driven immediate fixes, overreaction, that's not going to help. That's not going to help.   0:18:06.9 John Dues: So the big thing is pausing before reacting. But that's often misunderstood. We talked about is he or she ignoring the data? Are they lowering expectations? Is that leader just indecisive? I don't think so. I think that's really what discipline is. And pausing, being that person that says, "Let's take a breath and pause here," it creates the space to study patterns rather than focusing on those individual data points. It allows leaders to separate stability from acceptability. It prevents unnecessary pressure then cascading through the system, which is what often happens. And so what I think is when you actually pause, what you're doing is protecting the people in your organization. When you do that, I think in an education system it protects teachers from being judged on noise they can't control. I think it protects leaders from... They are often then turning around and making promises that the system can't actually keep. It's sort of like a short-term thing, but you're hurting the long term. And then it protects students because they don't then undergo all these constant changes that disrupt their learning.   0:19:43.1 John Dues: So I think what a leader, a strong leader does that's different is they ask questions. What does this look like over time? Is this a meaningful signal from what we've seen before? What should we expect if nothing changes? Just some basic questions. I think resisting the urge to explain every up and down movement. And it's really at the end of the day what it comes down to is you're not trying to assign meaning to every data point, but what you're trying to do is understand the underlying system behavior. Now sometimes action is warranted, and in those cases, you're going to act in a deliberate way. When it's not, they're going to communicate that and communicate why we're going to wait in this particular scenario and why that's the responsible choice. So there's got to be this underlying logic whichever direction you're going to go. And I think if you've ever been around a leader like this, it feels calm. It just feels calm. It feels steady. And over time, the key thing is it creates this system that's trusting and then as a result, it's far more capable of improvement. It's far more likely that improvement's going to happen.   0:21:13.4 Andrew Stotz: That's amazing. And I was just taking lots of notes, but I wrote down pause, have discipline, protect employees, protect students. But I wrote down protect the aim.   0:21:27.0 John Dues: Yeah, protect the aim. That's good.   0:21:28.7 Andrew Stotz: Protect the aim of the system. Why are we here? And if we can't do that pause and look at it carefully, there's just no way we're going to achieve that.   0:21:43.3 John Dues: Yeah, no, I agree. And I think the thing is with these situations is that the most damaging decisions in schools are often made after the numbers change, but not because of the numbers themselves. Like even if they've declined, typically it's not to the point that it's catastrophic, but what's catastrophic is the series of decisions that are made as a result of the decline. And so in those situations again, this reaction feels responsible. But really what happens when you react without understanding is it creates more noise, more stress, more instability, and you still don't have the improvement at the end of all that consternation.   0:22:30.1 Andrew Stotz: Yeah, I would sum up my sum of this is the bad manager says, "That's a terrible result. Let's make it worse."   0:22:42.0 John Dues: And that's really what's happening. They're obviously not saying it, but that's exactly what's happening. Exactly. That's a really good summary. And I would kind of sum it up with three big ideas that would be helpful for listeners. I think the first one is that not all variation is meaningful. Most fluctuations actually are just routine, should not trigger action. The second one we've talked about, that overreaction creates instability. Acting on noise makes systems worse, not better. And then the third thing I would say is that pausing is a leadership skill and understanding must come before action.   0:23:30.2 John Dues: And I say it's a skill 'cause you actually have to practice it. I think you have to prepare yourself for what you're going to do when you get in front of a group and you're going to talk about results and those results maybe aren't exactly where you want them to be. You have to practice that, rehearse it. What are you going to say? How are you going to back that up? What's the logic? But I think when leaders learn to have that pause before reacting, they actually protect learning, they protect trust, and then they actually create the conditions for improvement. And I think that's the work that matters most when everyone's looking at you to make a key decision. Not easy, but certainly important work.   0:24:08.6 Andrew Stotz: That's a great wrap. I'm not going to add anything to it. John, on behalf of everyone at the Deming Institute, I want to thank you again for this discussion. And for listeners, remember to go to deming.org to continue your journey. You can find John's book, Win-Win: W. Edwards Deming, the System of Profound Knowledge, and the Science of Improving Schools on amazon.com. This is your host, Andrew Stotz, and I'll leave you with one of my favorite quotes from Dr. Deming, "People are entitled to joy in work."      

Guy Adami hosts a panel with Danny Moses, Vincent Daniel and Meredith Whitney at the 2026 iConnections Global Alts even in Miami. --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.

Your morning briefing. All the news you need to start your day.On today's podcast:(1) President Donald Trump offered a strident defense of his administration and economic record, declaring the nation is “bigger, better, richer and stronger than ever before” in a State of the Union address that contained few new policy announcements.(2) HSBC reported better-than-estimated earnings for 2025 as Europe’s largest bank closed out a year in which its market value broke through £200 billion ($270 billion) for the first time in its history.(3) A few weeks ago, analysts at UBS Group AG laid out a worst-case scenario for defaults in the private credit sector. Their outlook is even more grim now.(4) Money manager Danny Moses, immortalized in The Big Short, said private credit and private equity firms’ push into retail products reminds him of the years preceding the subprime mortgage crisis.(5) European Commission President Ursula von der Leyen said the bloc will deliver on its €90 billion ($106 billion) loan package to Ukraine “one way or another” as the war-battered nation is set to run out of funds in a matter of weeks.(6) Lawyers acting for Peter Mandelson, the former UK ambassador to Washington who was linked to convicted sex offender Jeffrey Epstein, said his arrest at home was prompted by a “baseless” suggestion that he was about to flee the country.(7) Spain is the euro zone’s fastest-growing major economy since 2022, but construction hasn't kept up and now its housing crisis is reaching a boiling point.Podcast Conversation: MAGA Meets Europe: Trump’s Envoys Rip Up Diplomatic Playbook See omnystudio.com/listener for privacy information.

LISTEN and SUBSCRIBE on:Apple Podcasts: https://podcasts.apple.com/us/podcast/watchdog-on-wall-street-with-chris-markowski/id570687608 Spotify: https://open.spotify.com/show/2PtgPvJvqc2gkpGIkNMR5i WATCH and SUBSCRIBE on:https://www.youtube.com/@WatchdogOnWallstreet/featured  Is history repeating itself? From Enron to the housing crash, warning signs have often been ignored—until it's too late. In this episode, Chris breaks down why private equity and private credit could be the next major financial risk, how Wall Street's deal-making culture prioritizes profits over outcomes, and why the push to include these assets in 401(k)s should raise serious concerns.Chris talks about parallels to The Big Short, explains how insiders profit from complex financial structures, and reveals why investors should be cautious before buying into the hype. When math meets reality, markets always respond—are we headed for another reckoning?

Shahar Goldboim is the Founder and CEO of Boom, an AI-enabled property management platform for short-term rental portfolios built by operators. Shahar is an entrepreneur and builder, and he launched Boom with his two sibblings after identifying real-world operational pain points inside a large South Florida property management company as it scaled. Under his leadership, Boom delivers comprehensive software that simplifies workflows, increases revenue, and reduces costs for property managers.(02:15) - Why Short-Term Rentals Are the Hardest Asset Class(02:44) - Fragmentation and the Review-Driven Revenue Trap(04:13) - The Spark: A Miami Airbnb Experiment(05:30) - From Airbnb Host to Property Manager(07:31) - Software Fragmentation in STR Ops(07:55) - From SaaS to Baas (Business-as-Software)(09:09) - Boom, the AI PMS(12:47) - Enabling Proactive Ops(13:51) - The $12M+ Fundraise(14:47) - Winning Investors with Hospitality & Tech Credibility(16:53) - Feature: Blueprint Vegas 2026(17:46) - STR Market Context and the Vacasa Lesson(21:03) - Replacing Point Solutions(23:47) - ROI, AI Moats, Future of STR Ops(32:06) - Collaboration Superpower: Tony Robbins (Wiki)

Le sujet :Calls, puts, strikes, volatilité: les options restent un mystère pour 99 % des investisseurs français alors qu'elles permettent de limiter les pertes, profiter de l'effet de levier et même performer quand le marché stagne.L'invité du jour :Romain Daubry est le cofondateur de L'Atelier des Options. Au micro de Matthieu Stefani, il démystifie l'univers des options en Bourse. Découvre :Qu'est-ce qu'une option (et pourquoi ce n'est pas si compliqué) ?Call et Put : les deux types d'options à connaîtrePourquoi et comment shorter le marché ?Collar et straddle : les stratégies plus avancéesLes meilleures anecdotes de Romain sur les optionsAvantages :Bonne nouvelle ! Nous avons négocié pour vous un avantage exclusif. Avec le code "la-martingale", vous avez -10% de réduction sur toutes les formations de L'Atelier des Options (valable jusqu'au 31/05/2026). Par ici pour en profiter.Ils citent les références suivantes :Les optionsL'Atelier des Options et leur chaîne YouTubeL'effet de levierPut/CallHedgingOrdre stop loss / stop limitPrix d'exerciceLes stratégies du collar et du straddleLe film The Big Short - 2015Le film Trader - 1999On vous souhaite une très bonne écoute ! C'est par ici si vous préférez Apple Podcasts, ou ici si vous préférez Spotify.Et pour recevoir toutes les actus et des recommandations exclusives, abonnez-vous à la newsletter, c'est par ici.La Martingale est un podcast du label Orso Media.Merci à notre partenaire Louve Invest, l'assurance-vie aux frais les plus bas du marché*.Bénéficiez de 0,39% de frais de gestion à vie sur les supports en unités de compte : https://lp.louveinvest.com/offre-av-la-martingale*Source : Benchmark de novembre 2025 réalisé par Les Echos Études.Hébergé par Audiomeans. Visitez audiomeans.fr/politique-de-confidentialite pour plus d'informations.

On this episode, the Cold War Cinema crew is joined by director, writer, and producer Adam McKay to discuss John Frankenheimer's paranoid, psychological thriller Seconds (1966). McKay has written and directed many celebrated feature films such as Anchorman (2004), Talladega Nights (2006), Step Brothers (2008), The Big Short (2015), Vice (2018), Don't Look Up (2021), and numerous others. Prior to this, McKay was a founding member of the Upright Citizens Brigade in the early 1990s, and head writer for Saturday Night Live from 1995 to 2001. In 2019, McKay founded Hyperobject Industries, and has served as the executive producer of HBO's Succession (2019–2023), Game Theory with Bomani Jones (2022–2023), and, most recently, The Chair Company (2025) starring Tim Robinson.  Synopsis of the film: Middle-aged banker Arthur Hamilton (John Randolph) feels trapped in a life that has calcified into routine and regret. When he receives a phone call from an old friend who he thought was long dead, and a shadowy organization known simply as "the Company" offers him the ultimate second chance, he fakes his death, and undergoes radical surgery to assume a new identity. Reborn as artist Tony Wilson (Rock Hudson), he's given youth, wealth, and access to a new bohemian lifestyle on a seaside in Malibu. While his transformation at first feels intoxicating, the promise of freedom begins to fray and ultimately fracture. As Tony struggles to inhabit his new self, paranoia creeps in and the illusion of choice gives way to something far more unsettling. Shot in stark black-and-white with disorienting lenses and claustrophobic compositions, Seconds is less a sci-fi fantasy than an existential nightmare—an unsettling meditation on identity, conformity, and the seductive lie that starting over can save us from who we are. On this episode we discuss: McKay's work as a comedian, comedy writer, and filmmaker, his political and cinematic influences, the paranoid style of filmmaking in the 1960s, satire, the looming specter of climate apocalypse, why the world needs a Ho Chi Minh biopic, and much more. _____________________ We love to give book or film recommendations on the podcast, so here are ours for this episode:  Adam: Jafar Panahi's It Was Just an Accident (2025) and Andrey Zvyagintsev's Leviathan (2014)  Paul: A Little Solitaire: John Frankenheimer and American Film by Murray Pomerance and R. Barton Palmer Anthony Ballas: The Black Race by Ho Chi Minh by Dai Trang Nguyen and "Ho Chi Minh and Black Liberation" by Gerald Horne and Anthony Ballas. Jason: John Frankenheimer's Seven Days in May (1964).  _____________________ Like and subscribe to Cold War Cinema, and don't forget to leave us a review! Want to continue the conversation? Drop us a line at any time at coldwarcinemapod@gmail.com. To stay up to date on Cold War Cinema, follow along at coldwarcinema.com, or find us online on Bluesky @coldwarcinema.com or on X at @Cold_War_Cinema.  For more from your hosts and guest: Follow Adam on Instagram @mr.ghostpanther, or on Bluesky @ghostpanther.bsky.social, Follow Jason on Bluesky @JasonAChristian.bsky.social, or on Letterboxed at @exilemagic. Follow Anthony on Bluesky @tonyjballas.bsky.social, on X @tonyjballas, or on Letterboxed @tonyjballas. Follow Paul on Bluesky @ptklein.com, or on Letterboxed @ptklein. Paul also writes about movies at www.howotreadmovies.com  Logo by Jason Christian  Theme music by DYAD (Charles Ballas and Jeremy Averitt).  Happy listening!  

In this special, live recording of The Important Part, SoFi's Head of Investment Strategy Liz Thomas asks the question many investors are thinking about: when – if ever – will the markets cool off? She sits down with two of the top critical thinkers in the world of finance: Tom Lee, Co-founder and Head of Research at Fundstrat, and Michael Lewis, the New York Times bestselling author of Moneyball, The Big Short, The Blind Side, and Going Infinite. Together, they work through the most pressing questions facing investors in 2026. Discover why retail investors are outperforming hedge funds, whether gold has peaked, and if Bitcoin's 40% dip signals a crypto winter. Lee explains why the recent AI-driven software tumble could actually reflect corporate productivity gains, while Lewis shares his contrarian gold bet and why he's “long fear.” They tackle the independence of the Federal Reserve under nominee Kevin Warsh, the risks of AI job displacement, and whether the federal government could nationalize failing AI companies. Plus: crypto's Black Swan events and what flash-frozen food teaches us about technological disruption. For more, read Liz's column every Thursday at ⁠⁠⁠⁠⁠⁠⁠⁠On The Money⁠⁠⁠⁠⁠⁠⁠⁠ by SoFi⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, and follow Liz on Twitter ⁠⁠⁠⁠⁠⁠⁠⁠@LizThomasStrat⁠⁠⁠⁠⁠⁠⁠⁠. Additional resources: ⁠⁠⁠⁠⁠⁠⁠⁠On The Money⁠⁠⁠⁠⁠⁠⁠⁠: Sign up for SoFi's newsletter for intel, insights, and inspo to help you get your money right. ⁠⁠⁠⁠⁠⁠⁠⁠Investing 101 Center⁠⁠⁠⁠⁠⁠⁠⁠: At SoFi, we believe investing is for everyone — which is why we've created a hub with info for beginners and experts alike. Start exploring to get investment education, advice, resources, and more. ⁠⁠⁠⁠⁠⁠⁠⁠Wealth Investing Guide⁠⁠⁠⁠⁠⁠⁠⁠: Information you need to know to make your money work harder for you. This podcast should be used for informational purposes only and not deemed as a recommendation. Our Automated investing is via SoFi Wealth LLC, and is a registered investment advisor. Our Active investing is via SoFi securities LLC, member FINRA/SIPC. For additional disclosures related to the SoFi Invest® platforms, please visit www.⁠⁠⁠⁠⁠⁠⁠⁠ SoFi.com/Legal⁠⁠⁠⁠⁠⁠⁠⁠. ©2026 Social Finance, Inc. All Rights Reserved.

Thank you to our sponsors! Figure Crypto Tax Girl What happened to Bitcoin on Feb. 5? And why does the apex crypto continue to underperform? DeFi Development Corp investment chief Parker White has some theories. In this Unchained podcast episode, Parker walks Laura Shin through them as they gain traction on X. At the center of it all is non-crypto Hong Kong fund and another fund that may be executing a ‘Big Short'-style trade using derivatives. Listen to find out why Parker is so convinced. Guest: Parker White, COO/Chief Investment Officer at DeFi Development Corp Links: Bitcoin Mining Gets a Rare Reset as Weaker Players Drop Out Why Bitcoin Is Down, Plus the Rare Bright Spot in Crypto: Hyperliquid Crypto Sentiment Is Down Bad. The Reality Is Far Different, Says Ryan Watkins Learn more about your ad choices. Visit megaphone.fm/adchoices

Tiffany Yeh, MD is the CEO and Co-Founder of Eztia Materials, a climate-tech venture developing energy-efficient cooling materials to protect people from extreme heat. With a mission to advance hard tech solutions at the climate-health nexus, Tiffany draws on her unique background as a physician, engineer, and public health advocate to build technologies that improve global health in a warming world.(01:13) - Dr. Ye's Background & Inspiration (01:52) - The Heat Challenge(05:20) - Singapore and the Power of Cooling(06:32) - Why Construction Has Been Slow to Adapt (07:22) - The Human Factor(08:14) - HydroVolt Technology(09:29) - Business Model, Distribution & Competition(11:19) - Worker Comfort (15:32) - Hidden Productivity Crisis Brewing(18:18) - Feature: Blueprint: The Future of Real Estate 2026 in Vegas on Sep. 22-24 (19:21) - The Secret Sauce Behind HydroVolt (20:31) - Prototyping & Real-World Applications (21:32) - Measuring Impact & ROI (23:34) - Pitching to VCs & Investors(25:31) - Product Roadmap(29:08) - Collaboration Superpower: Lionel Messi

SEASON 2 - EPISODE 180 - Nicholas Britell - Composer In this episode of the Team Deakins Podcast, we speak with composer Nicholas Britell (JAY KELLY, DON'T LOOK UP, MOONLIGHT). "How can a score function within a film?" is the question driving most of our conversation with Nicholas, and throughout the episode he generously provides insight into his process and recalls several examples from his own work to demonstrate how he and his directors arrived at specific pieces of music. We also reflect on the varying natures of scores across film history, and Nicholas shares the challenges of composing for television. He also shares the types of conversations he has with directors after he's brought onto a project, and we learn how he developed the themes for JAY KELLY, DON'T LOOK UP,  and THE BIG SHORT. In addition to composing full scores, Nicholas has also contributed music heard within a film's world—during the development of 12 YEARS A SLAVE, he was brought on to compose the songs played in individual scenes, and he reflects on how he balanced the music as both a dramatic element and a piece of history.  - Recommended Viewing: DON'T LOOK UP - This episode is sponsored by Picture Shop & Aputure

In this episode of On the Tape, Michael Green, portfolio manager and chief strategist at Simplify Asset Management, returns to discuss market structure, the balance of passive and active investing, and his career insights. The host raises concerns over the impact of deregulation on retail investors, citing enforcement reductions at key financial oversight agencies. The conversation covers market volatility, the role of flows in equity markets, and the potential for significant economic corrections. Green also shares his skepticism on Bitcoin, his thoughts on the impact of AI on employment, and perspectives on gold and dollar valuations. The episode finishes with a discussion on structural market trends and the implications of passive investing on sector allocations.Checkout Mike's Substack: https://www.yesigiveafig.com/--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.

Nick Valdez looks at the CRASH of Bitcoin. Where are we heading? Is this the bottom? How long will this downtrend last? Michael Burry of "The Big Short" fame has a VERY dire warning. Make sure to watch the levels I think we hit next at the end!

Frank Rohde is the Founder and CEO of Ownify, a fractional homeownership platform pairing institutional and impact investors with qualified first-time buyers to make homeownership more accessible. With a 20+ year career at the intersection of finance, credit analytics, and technology, Frank previously led Nomis Solutions, scaling it into a global mortgage pricing engine used by top banks. Earlier roles include leadership at FICO, founding the early online insurer eCoverage, and launching AI models before it was trendy. Born in Germany, Frank is a former national whitewater kayaking champion, marathon runner on all seven continents, and lifelong reader—now channeling that energy into building a path between renting and owning, one Brick by Brick™.(01:51) - Why Homeownership Is Broken(04:10) - Ownify model(06:03) - How Fractional Ownership Works(13:08) - Ownify Benefits for First-time Homebuyers(16:11) - Homeowner & Investor Alignment(23:21) - Feature: CREtech New York Oct. 20–21(24:09) - Event Opportunities(25:38) - All-Cash Offers Explained(32:40) - Underwriting & Risk Management(35:47) - Investor Returns(38:48) - Market Expansion(41:37) - Policy & Regulatory Headwinds(44:04) - Collaboration Superpower: Elon Musk

"Big Short" Michael Burry bashes bitcoin. Michael Burry, the investor who famously predicted the 2008 crash, says bitcoin's drop is triggering a "collateral death spiral" in precious metals. He warns that liquidations in tokenized gold and silver are dragging crypto down, and if BTC slips to $50,000, the market for tokenized metals could collapse into a "black hole." CoinDesk's Jennifer Sanasie hosts "CoinDesk Daily." - This episode was hosted by Jennifer Sanasie. “CoinDesk Daily” is produced by Jennifer Sanasie and edited by Victor Chen.

In this episode of the On the Tape Podcast, host Danny Moses dives into the recent pullback in silver and gold prices, noting their historic gains and the importance of trading cautiously amidst ongoing volatility. He discusses various ways to trade gold and silver, including closed-end trusts, ETFs, and mining stocks. Danny also reflects on technical factors influencing market fluctuations, the impact of prospective Federal Reserve Chair Kevin Warsh, and broader macroeconomic trends, including the weakening US dollar and central banks moving back to gold. Transitioning to the Super Bowl LX preview, he shares his picks and betting strategies for the game between the Seattle Seahawks and New England Patriots, analyzing team performances, key players, and potential outcomes. He concludes with a humorous take on betting odds for specific in-game events.Watch 'The Danny Moses Show' on Scripps: https://www.youtube.com/playlist?list=PLaOuj3fUifywyEeOJ1RTmo9AfywX1F_zL--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.

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"Cancel your AG1 subscription... AG1 has no real product substance and is fundamentally an influencer heist."In this episode of Bricks, Bucks & Bytes, Owen, Martin, and Patric dive into the wild world of 24/7 AI agents that can build your startup from bed, manage your Tinder profile, and apparently go rogue with your credit card.What's covered:The Maltbot phenomenon and why AI agents are taking over everyone's timeline (and whether you should let one run your life)Equipment Share's landmark IPO: the first major construction tech exit in years and what their $6B+ valuation means for the industryInside their "Big Short-style" financial engineering with equipment-backed securitiesThe upcoming AEC Fight Night 002 debate: Will AI kill the system of record?Meta's Metaverse abandonment after $75B spent (allegedly)Construction's shrinking labor shortage: what the new numbers really meanRobotics reaching a tipping point with multiple solutions now competing in each tradeHow Panasonic is crashing the price of site scanning technologyA stat that'll make you rethink 3D printing: half of all projects ever happened in 2024Quote of the episode:"I really do not understand the outsourcing of brains. I haven't understood it with social media... and agents is just the next ridiculous iteration of that." — PatricOur Sponsors:Aphex is the multiplayer planning platform where construction teams plan together, stay aligned, and deliver projects faster – check out aphex.coArchdesk -  “The #1 Construction Management Software for Growing Companies - Manage your projects from Tender to Handover” check archdesk.comBuildVision -   streamlining the construction supply chain with a unified platform - www.buildvision.ioChapters00:00 Intro00:54 The Rise of AI in Everyday Life 03:34 IPO Insights and Market Trends 06:32 AI Agents: The Future of Automation 07:38 Cultural Reflections on Technology and Lifestyle 10:04 Debating the Value of AI in Work 13:02 Ethics and Automation: A Double-Edged Sword 15:53 Real-World Applications of AI Agents 17:59 The Future of AI in Business 20:41 Equipment Share IPO: A Case Study 28:08 IPO Timing and Financial Considerations 30:20 Innovative Financial Solutions in Equipment Rental32:22 Global Applicability of Financial Engineering 33:44 Future Growth Strategies for Equipment Rental Companies 35:22 Market Share Insights in the Equipment Rental Industry 36:47 Understanding Voting Rights in IPOs 38:31 Challenges in Connecting with Founders 39:13 Meta's Shift from Metaverse to AI 41:29 Construction Industry Trends and Worker Shortages 43:42 Advancements in Robotics for Construction 46:40 AI's Impact on Robotics Development 48:29 Cost Reduction in Laser Scanning Technology 51:16 3D Printing Trends in Construction

Owen Barrett is the CEO and Co-Founder of Shine, a cleantech company helping multifamily property owners maximize NOI through onsite solar. With over 20 years of experience in sustainability and clean energy, Owen previously managed $60M in projects and launched a successful energy venture for schools before founding Shine to solve the split incentive problem in solar. Shine's turnkey solution targets tenant electricity—95% of a building's usage—enabling owners to generate new income while cutting tenant costs. With 36,500+ panels installed and a recent $5M seed round, Owen is leading Shine's national expansion to transform how real estate decarbonizes.(01:31) - Owen's Journey from Finance to Clean Energy(04:27) - Multifamily Solar Challenges & Solution(09:43) - Solar NOI for Multifamily(15:16) - Installation and Maintenance(17:51) - Feature: CREtech New York 2026 (19:10) - Overcoming Industry Misconceptions(20:46) - Convincing Asset Managers(23:15) - Shine's New Solar Analysis Tool(25:31) - Targeting New and Existing Buildings(26:32) - Fundraising and Growth Strategies (27:59) - Building a Remote Team(29:43) - Collaboration Superpower: Paul Sween (Dominium Board Chairman)

Adam McKay, director of Step Brothers, Anchorman, The Big Short, Vice, Don't Look Up, RETURNS for a special friday episode!!! Forrest, Conan Neutron, Kristina Oakes and Adam McKay talk about Federico Fellini's Nights of Cabiria!!!Starring Fellini's wife and muse, Giulietta Masina, as Cabiria a role she had played in the 1952 Fellini film "The White Sheik" as well. Nights of Cabiria is Fellini's last neorealist style film, right before the surrealist avant-garde period that would create films like La Dolce Vita and 8 1/2. Some of that has to do with where Italy was, just three years after Nights of Cabiria was released, Italy would be in the Economic Miracle that created the conditions for a film like La Dolce Vita. But, we see the beginnings of that change, with Nights of Cabiria highlighting the deep inequality permeating Italian Society at this time. It was difficult to get a film made where sex workers were the protagonists, only Luigi and Dino De Laurentiis would end up financing it, and yet at the Oscars it would receive Best International Film. #fellini #nightsofcabiria #filmpodcast #moviepodcast #dinodelaurentiis #bestinternationalfilm #oscars #1957 #giullianamassina #sexworkers #anora #ladolcevita #rome #romehistory #adammckay #stepbrothers #dontlookup #thebigshort #vice #vertical #livestream #livestreaming

A little addition about 1997 wanted to drop in! The movie title I was searching for was The Big Short. ⁠⁠Join the List Mentioned

In this episode of On the Tape, host Danny Moses interviews Brian Musburger, founder and CBO of Vegas Stats and Information Network (VSiN). They discuss Brian's background and the inception of VSiN, along with the evolution of sports betting, especially after the 2018 Supreme Court decision to legalize it. Brian talks about the shifting landscape of online and land-based sportsbooks, the role of prediction markets, and the importance of innovation in betting. They also cover operational strategies, including their significant reach on platforms like SiriusXM, YouTube TV, and terrestrial radio. The conversation wraps up with an analysis of the NFL's latest games and an overview of how gambling has influenced sports viewership and industry growth.--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.

Bestselling author Michael Lewis has spent decades practicing the habits of the sharpest business thinkers: questioning assumptions, navigating past blind spots, and revealing why conventional wisdom so often leads smart people astray. Lewis is the author of a remarkable run of business bestsellers, including Liar's Poker, Moneyball, Flash Boys, The Big Short, Boomerang, The Undoing Project, and Going Infinite. Both Moneyball and The Big Short were made into Oscar Best Picture-nominated films, as was The Blind Side, another of Lewis's non-fiction classics.  In this exclusive episode of Monday Morning Radio, Lewis reflects on why true success derives from taking the long view rather than aiming for quick results, and how doing the hard, unglamorous work others avoid can create an outsized, enduring advantage.  Lewis's conversation with founding Monday Morning Radio host Dean Rotbart was recorded when the author was honored as a Business News Visionary. While the interview dates back several years, in this abridged version of their talk, the insights Lewis shares are strikingly current — offering inspired ideas that apply to entrepreneurs, executives, and business owners navigating uncertainty, disruption, and change today. [Michael Lewis will be featured in All You Can Eat Business Wisdom: Second Helpings, coming in April 2026. The anthology is the sequel of co-host Maxwell Rotbart's award winning first edition, All You Can Eat Business Wisdom: A Monday Morning Radio Anthology of Actionable Advice.] Monday Morning Radio is hosted by the father-son duo of Dean and Maxwell Rotbart. Photo Credit: Tabitha Soren Posted: January 19, 2026 Monday Morning Run Time: 49:22 Episode: 14.33 The Great Writers Series from Roy H. Williams: YouTube Shorts HemingwayTalks About Pamplona

Hey everyone, it's Nilay. We're settling back in here after the winter break and CES, and we'll have new episodes for you starting next Monday. In the meantime, we wanted to highlight one of our favorites from last year: an interview with journalist and author Megan Greenwell about her book Bad Company: Private Equity and the Death of the American Dream. My conversation with Megan last year was extremely illuminating as to why private equity does what it does to industries like healthcare, media and real estate — and just how deeply it's affecting the everyday lives of Americans everywhere. It's a really great conversation that feels just as timely today as it did last summer. Enjoy.  Links:  Bad Company | HarperCollins How private equity kills companies and communities | Decoder Private equity bought out your doctor and bankrupted Toys ‘R' Us | Decoder Private equity makes its first college sports play | Axios Private equity Is gutting America — and getting away with it | NYT I was fired from Deadspin for refusing to ‘stick to sports' | NYT Will private equity be the next ‘Big Short'? | Marketplace The profit-obsessed monster destroying American ERs | Vox Why your vet bill is so high | The Atlantic The investment firms leave behind a barren wasteland' | Politico Subscribe to The Verge to access the ad-free version of Decoder! Credits: Decoder is a production of The Verge and part of the Vox Media Podcast Network. Decoder is produced by Kate Cox and Nick Statt and edited by Ursa Wright. Our editorial director is Kevin McShane.  The Decoder music is by Breakmaster Cylinder. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Maor Greenberg is the co-founder and CEO of Spacial, the AI-powered engineering partner delivering coordinated, permit-ready structural, MEP, and energy plans for residential construction. With over 19 years of experience as a builder and founder, Maor previously scaled Greenberg Construction, Greenberg Design Gallery, and VRchitects, earning Inc. 5000 honors and multiple design awards. At Spacial, he combines deep field experience with cutting-edge AI to reduce permitting friction and accelerate housing delivery. His work has been featured in Forbes, TechCrunch, and CTech, and he actively invests in forward-thinking AEC and AI startups.(01:33) - Maor's Journey to the US (02:54) - Challenges in Architectural & Engineering Processes(04:05) - The Pain Points Leading to Spatial AI (05:31) - Permitting Bottlenecks in Construction (06:05) - Design & Construction Integration Issues (08:24) - AI's Role in Streamlining Processes (09:29) - Success Stories & Milestones(15:07) - Shoutout: AmTrustRE's $217M Office Acquisition of 260 Madison(15:54) - Feature: Blueprint - The Future of Real Estate - Register for 2026 (17:02) - Standardized Pricing & Adoption (18:55) - Speed vs. Quality in Engineering (24:53) - Modular Housing (28:25) - Future Vision for Spatial AI (29:09) - Collaboration Superpower: Elon Musk

Join Kalshi Today: http://kalshi.com/r/MOSESDanny and Dan Nathan hit bank earnings and why mega money-center banks look “priced to perfection,” what tightening net interest margins andinvestment banking fees signal for the broader tape, and how concentrated S&P 500 earnings and capex in the “Mag 7” create hidden risks. They run through why equal-weight indices, energy and materials could be “sponge worthy” winners if leadership broadens, and why Danny is leaning into gold, silver, miners, and an under-owned energy sector as structural plays. The conversation also tackles the proposed 10% credit-card rate cap and its real implications for banks, Amex, Capital One, Visa/Mastercard, buy-now-pay-later names like Affirm, and the stressed U.S. consumer in a K-shaped economy living with years of cumulative inflation. Danny breaks down Japan's yen, carry trades, and what rising JGB yields might mean for Treasuries and global risk assets, before wrapping with thoughts on DraftKings, prediction markets, select stock ideas, and his NFL playoff 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. Hosted on Acast. See acast.com/privacy for more information.

Tzvika Graiver is the co-founder and CEO of RoboChute, the company reinventing how buildings manage trash chutes using smart, autonomous robots. With a background in law and a deep commitment to environmental innovation, Tzvika brings a unique blend of strategic insight and operational grit to the built world. RoboChute's system proactively cleans, monitors, and extends the life of garbage chutes—already delivering healthier air and lower costs in buildings across Israel. Tzvika is also the longtime Chairman of KeepOlim, a nonprofit supporting new immigrants in Israel through business development and community advocacy. Whether launching robotics or empowering new communities, he's focused on building smarter, more inclusive buildings and cities from the inside out.(01:35) The Problem with Garbage Chutes(05:46) Cost & Maintenance of Garbage Chutes(07:49) VC on hardware vs. software(12:06) Challenges & Opportunities in Robotics(21:16) Future of Real Estate & Robotics(24:02) Feature: Blueprint - The Future of Real Estate - Register for 2026: The Premier Event for Industry Executives, Real Estate & Construction Tech Startups and VC's, at The Venetian, Las Vegas on September 22nd-24th, 2026. As a friend of Tangent, you can save $300 on your All-Access pass(24:51) Robots in Real Estate Operations(25:16) The Importance of Building Automation(27:06) Innovative Solutions for Waste Management(28:23) The Role of AI in Building Management(32:03) The Rise & Fall of Roomba / iRobot & Amazon's Blocked Acquisition(35:14) Competition with Chinese Manufacturers(42:22) Collaboration Superpower: Hannah Szenes (Wiki) & Lucius Tarquinius Priscus (Wiki)

Watch This Episode on YouTube: https://youtu.be/xPZEnjCWuVUIn this special edition of On the Tape, Danny, Vinnie and Porter collaborate with 'What Are We Doing' and Substack to bring an engaging session of 'Bourbon & Charts'. The episode features chart master Carter Worth, founder of Worth Charting. Key discussions revolve around the significance of chart patterns, the 150-day moving average, and the predictive power of price movements. The guys delve into specific sectors such as technology, materials, and energy, offering insights and recommendations based on current market trends. They also discuss broader macroeconomic indicators, including the S&P 500, gold, silver, and oil prices. The episode concludes with an announcement of Danny Moses' new television show and his Super Bowl matchup prediction.--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.

Here's another podcast we think you'll enjoy, The Big Short Companion from Against the Rules, hosted by bestselling author Michael Lewis. Lewis' popular book The Big Short is 15 years old, and to mark the occasion, Lewis is looking back on how the 2008 financial crisis still affects the world today. Investor Michael Burry was one of the first to see the subprime housing market crisis coming, and now, he's back in the headlines, this time for betting against a very different kind of boom: he's taken short positions in tech titans Nvidia and Palantir. In this episode, Michael Lewis sits down with Burry for a rare interview. Find The Big Short Companion from Against the Rules wherever you get podcasts and The Big Short audiobook wherever you get audiobooks. Hosted on Acast. See acast.com/privacy for more information.

Patricia & Christian talk to economist Dr Sam Levey about films set in the world of finance, including Trading Places, The Big Short, The Wolf Of Wall Street, Boiler Room and Inside Job. (Conversation recorded in 2023).   Please help sustain this podcast!  Patrons get early access to all episodes and patron-only episodes: https://www.patreon.com/MMTpodcast   LIVE EVENT! THE FAUXBEL PRIZE IN ECONOMICS 2026

Learn how Wall Street has changed since the 2008 financial crisis in this Smart Money special presentation of Against the Rules: The Big Short Companion. Michael Lewis' best-selling book The Big Short is now 15 years old, and the Oscar-winning movie based on it was released a decade ago. To mark the occasion, Lewis has narrated a new audiobook of The Big Short, and on The Big Short Companion from Against the Rules, he and co-host Lidia Jean Kott look back on how the 2008 financial crisis still affects the world today. In this episode, Lewis calls Bloomberg's Matt Levine for help making sense of Wall Street's hangover from the crash described in The Big Short. They talk about Bitcoin, bank regulation, and new forms of risk-taking — all ways Wall Street has changed since the crisis. Find The Big Short Companion from Against the Rules wherever you get podcasts and The Big Short audiobook wherever you get audiobooks. Want us to review your budget? Fill out this form — completely anonymously if you want — and we might feature your budget in a future segment! https://docs.google.com/forms/d/e/1FAIpQLScK53yAufsc4v5UpghhVfxtk2MoyooHzlSIRBnRxUPl3hKBig/viewform?usp=header To send the Nerds your money questions, call or text the Nerd hotline at 901-730-6373 or email podcast@nerdwallet.com. Like what you hear? Please leave us a review and tell a friend. Learn more about your ad choices. Visit megaphone.fm/adchoices

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.

Hey SNAFU fans! We wanted to share another episode from a show that we think you'll enjoy: Here We Go Again with Kal Penn. Each week, Kal Penn takes today’s trends and headlines and asks: Why does history keep repeating itself? From the new space race and plane delays to fad drugs and movie remakes, our guest's answers will make you feel better about everything. Back in 2008, it seemed like everyone was talking about the financial crisis. And then came The Big Short, Michael Lewis' book-to-screen story that exposed the corrupt subprime mortgage industry and its impact on the 08 crash. Now, it seems like everyone's wondering: Are we heading towards another big recession? Who would you trust if you were that very man who exposed that broken system in the first place? Kal gets candid with journalist and author Michael Lewis about our financial future, who he trusts with his money, and why.See omnystudio.com/listener for privacy information.

Robert Evans is a Living God and can never lie.....Also we talk with Jamie Loftus about Sam Bankman-Fried and beloved biographer to con man Michael Lewis, author of The Big Short. Original Air Dates: 12.5.23 & 12.7.23 Sources: https://www.newyorker.com/books/under-review/michael-lewiss-big-contrarian-bet https://archive.is/GnVkX#selection-2015.0-2029.125 https://archive.is/cZZcN#selection-455.0-523.30 https://www.theguardian.com/books/2023/oct/03/michael-lewis-sam-bankman-fried-crypto-going-infinite https://www.coindesk.com/consensus-magazine/2023/10/02/is-michael-lewis-throwing-out-his-reputation-to-defend-sam-bankman-fried/ https://archive.is/yrvL9#selection-1231.0-1271.105 https://www.theguardian.com/business/2023/nov/02/sam-bankman-fried-trial-key-takeaways https://newsletter.mollywhite.net/p/the-fraud-was-in-the-code https://www.investopedia.com/why-ftx-plan-to-refund-90-percent-of-recovered-assets-doesnt-add-up-to-90-percent-of-what-customers-lost-8362556 https://jacobin.com/2023/11/sam-bankman-fried-convicted-crypto-fraud-michael-lewis https://www.latimes.com/entertainment-arts/books/story/2023-08-15/the-blind-side-michael-lewis-michael-oher-sean-leigh-anne-tuohy-original-review-archiveSee omnystudio.com/listener for privacy information.

Just as markets were looking shaky, NY Fed President John Williams dropped dovish comments that spiked the odds of a December rate cut.Today's Stocks & Topics: Albertsons Companies, Inc. (ACI), Market Wrap, ServiceNow, Inc. (NOW), “The "Dovish" Pivot: December Rate Cut Odds Jump”, Vanguard Mid-Cap Growth Index Fund ETF Shares (VOT), Vanguard FTSE Europe ETF (VGK), NICE Ltd. (NICE), Black Friday, Buying Options, Stride, Inc. (LRN), ‘Big Short' investor Michael Burry on A-I.Our Sponsors:* Check out Incogni: https://incogni.com/investtalk* Check out Invest529: https://www.invest529.com* Check out NordProtect: https://nordprotect.com/investalk* Check out Progressive: https://www.progressive.com* Check out Quince: https://quince.com/INVEST* Check out TruDiagnostic and use my code INVEST for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands

Join Washington Examiner Senior Writer David Harsanyi and Federalist Editor-In-Chief Mollie Hemingway as they discuss consequential implications of releasing the Epstein files, consider the slipping enthusiasm toward marriage in today's youth, and rehash the conservative civil war in response to a listener email. Mollie and David also review Death by Lightning, The Big Short, Michael Clayton, and A Civil Action. If you care about combating the corrupt media that continue to inflict devastating damage, please give a gift to help The Federalist do the real journalism America needs.

#661: When your income drops, debt spikes, and a rental property starts bleeding cash, it can feel like your entire financial foundation is cracking beneath you. Veronica, our first caller, is navigating all of it at once, from a near-foreclosure to a luxury car payment that's strangling her budget. Her question is simple but enormous, how do you rebuild when you're overwhelmed and out of margin? Once we work through her path forward, we shift to a listener on the opposite end of the spectrum. Daniel has maxed his Roth IRA, HSA, 401(k), and 457, and now sits on growing surplus cash. We talk about where extra money belongs when you're aiming for early retirement and wondering whether to invest, save, or crush a low-interest mortgage. And to close, we take on a question dominating every financial feed right now, what if AI stocks really are in a bubble? We break down what it means to short the market, whether put options are actually a “safe” bet, and how to position a portfolio if you're worried about tech valuations. Listener Questions in This Episode Veronica asks (02:06): How do I dig out of debt, repair my credit, and stabilize my rental after nearly going into foreclosure. Daniel asks (28:17): What should I do with my surplus side hustle cash when I already max tax-advantaged accounts and have a 3.5 percent rental mortgage. Scarlet asks (49:20): If AI stocks are in a bubble like the dot-com era, is there any relatively safe way to profit from a crash, such as put options. Key Takeaways Why tackling the right problem first can change the entire trajectory of a debt recovery plan. How downsizing one major expense can unlock breathing room you didn't realize you had. The surprising factor that often matters more than interest rates when choosing between investing and debt payoff. Why flexible money becomes essential when planning for early retirement. What most people misunderstand about betting against a bubble, especially in fast-moving tech sectors. The simple portfolio shift that can help calm bubble anxiety without trying to time the market. Resources and Links GreenPath Financial Wellness – nonprofit credit counseling and debt management support for people overwhelmed by payments and afraid of bad actors in the debt relief world. Our course: Your Next Raise – a deep dive on how to negotiate a higher salary at work, with a special comp offered in this episode. Paul Merriman Four-Fund Portfolio – the simple, diversified investing framework Daniel uses inside his retirement accounts. The Big Short movie Michael Lewis and the film adaptation. 1929 book by Andrew Ross Sorkin – a historical look at bubbles and crashes. Chapters Note: Timestamps are approximate and may vary greatly across listening platforms due to dynamically inserted ads. (0:00) Veronica's debt crisis and rental challenges (16:46) Cutting car costs and rebuilding cash flow (22:28) Debt relief programs and avoiding bad actors (28:17) Daniel's surplus cash and retirement strategy (37:52) Brokerage vs mortgage payoff discussion (49:20) Can you profit from an AI bubble burst (1:00:40) Why shorting and puts rarely pay off (1:08:18) Safer ways to position your portfolio Got a question: Call it in: https://affordanything.com/voicemail Share this episode with a friend, colleagues, your veterinarian: https://affordanything.com/episode661 Learn more about your ad choices. Visit podcastchoices.com/adchoices

(0:00) Michael Burry's big short against AI (12:00) Why Palantir is so richly valued vs other tech companies (20:07) Home affordability crisis: Mortgage innovation, building, top priorities to win mid-terms (36:18) H-1B debate flares up again after Trump's comments on Fox News (42:37) Science Corner: Solar storms, coronal mass ejection, risks (51:14) Rich Americans fleeing "the great confiscation"   Join us at the All-In Holiday Spectacular!: https://allin.com/events   Follow the besties:  https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg   Follow on X: https://x.com/theallinpod   Follow on Instagram: https://www.instagram.com/theallinpod   Follow on TikTok: https://www.tiktok.com/@theallinpod   Follow on LinkedIn:  https://www.linkedin.com/company/allinpod   Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg   Intro Video Credit: https://x.com/TheZachEffect   Referenced in the show: https://x.com/michaeljburry/status/1988778952299802818 https://x.com/_Investinq/status/1988847716613365845 https://x.com/michaeljburry/status/1987918650104283372 https://www.nytimes.com/2025/11/06/realestate/first-time-home-buyers.html https://x.com/jatanackov/status/1988256651103592564 https://x.com/omapproach/status/1988410644907856075 https://x.com/latestinspace/status/1988606899932299700 https://www.swpc.noaa.gov/  

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.