Podcasts about The Big Short

Sharon Ayalon is the co-founder and CEO of UrbanMix, a next-gen platform using AI and 3D to streamline real estate operations. An architect by training, she previously taught at Columbia GSAPP and led advanced housing simulations at Cornell Tech. Sharon pioneered Roosevelt Island's Digital Twin and XR transit experience. Her Ph.D. was awarded the President of Israel's Grant for Scientific Excellence. This is episode was recorded live at Blueprint Vegas 2025. Sharon has been helping shape Gowanus Wharf, a groundbreaking Brooklyn development led by Charney Companies turning a former Superfund site into over 1,000 apartments, parks, and public waterfront. It's one of the most ambitious examples of how environmental cleanup, zoning reform, and innovative tools can unlock transformative urban development.

Riccardo Spada è il creatore di "The Bull", uno dei podcast di finanza personale più seguiti e apprezzati in Italia. Siamo partiti da una constatazione amara: l'Italia è un paese di grandi risparmiatori, ma con un tasso di analfabetismo finanziario preoccupante. Perché abbiamo così tanta paura dei mercati? Quanto pesano i traumi dei grandi crack bancari del passato sulla nostra sfiducia? Con Riccardo abbiamo smontato l'idea che investire sia un'attività riservata a pochi "lupi di Wall Street" o una scommessa da casinò. Abbiamo parlato di come il nostro cervello non sia evolutivamente programmato per capire l'interesse composto e il sacrificio presente per un benessere futuro, analizzando i bias cognitivi che ci portano a prendere decisioni economiche disastrose. Una conversazione a 360 gradi che tocca temi tecnici ma fondamentali come gli ETF, la costruzione di un portafoglio e il ribilanciamento, ma che si allarga alla filosofia del rischio citando Nassim Taleb, i "Cigni Neri", la crisi del 2008 (e il film The Big Short) fino ad arrivare al sistema pensionistico italiano e al ruolo dell'INPS. Non mancano riflessioni su Warren Buffett, sull'investimento per i figli e su come l'AI potrebbe cambiare – o non cambiare – le nostre prospettive economiche. L'ultimo libro di Riccardo è "investire senza dubbi" ed è edito da Bur Rizzoli. Questo episodio è offerto dall'olio extravergine "Il Fuoco invisibile" , scopri l'offerta di Natale - 6 bottiglie a 95 euro spedizione inclusa qui: https://forestaforte.com/prodotto/il-fuoco-invisibile-olio-extra-vergine-di-oliva-italiano-estratto-a-freddo-leccino-fs17-favolosa-coratina-0-50l/ La nuova edizione di ODIO è qui: https://amzn.to/44VUzdh I libri di tutti gli ospiti di PDR e qualche consiglio di lettura sono qui: https://www.amazon.it/shop/danielerielli La mia newsletter gratuita: https://danielerielli.substack.com/ Instagram - https://www.instagram.com/danielerielli/ Twitter - https://twitter.com/danielerielli Facebook - https://www.facebook.com/quitthedoner/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Quando Michael Burry muove un dito, i mercati tremano.È l'effetto Cassandra: prevede i disastri, e tutti lo sanno.Questa volta nel mirino ci sono Nvidia e Palantir.Un'operazione che molti hanno letto come un nuovo “Big Short”. Ma la realtà – e i numeri – raccontano qualcosa di diverso.In questo episodio analizziamo cosa significano davvero quelle put, perché il mercato ha reagito con tanto allarme e se il paragone con il 2008 ha ancora senso.C'è anche il punto di vista di Gabriele Grego, gestore di Quintessential Capital Management, noto in Italia per il caso Bio-On, la società regina delle bioplastiche che ha shortato e che poi è fallita. 

Join Washington Examiner Senior Writer David Harsanyi and Federalist Editor-In-Chief Mollie Hemingway as they discuss the 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, […]

Are you looking to save time, make money, and start winning with less risk? Then head to https://www.ovtlyr.com.The S&P 500 is already slipping into a bearish downtrend, and one of the biggest names in market history is sounding the alarm again. The investor who famously called the 2008 crash is back with a new warning, and this time he says the setup could be even worse. In this video, we walk through what he is saying, why he thinks AI stocks are in bubble territory, and what the charts actually reveal once you cut through the hype.This one gets right into the real story behind AI valuations, trend direction, and how major stocks like Nvidia and Palantir actually behave when the market is weakening. You also see exactly how stage one, stage two, stage three, and stage four cycles show up on real charts like Tesla, Cisco, Bank of America, and more. If you have ever wondered why bubbles form, why they burst, and how regular investors get trapped in the boom and bust cycle, this breakdown explains it in simple, no-nonsense language.Right in the middle of everything, we take a practical look at how trend alignment works using the 10 EMA, 20 EMA, and 50 EMA. This pulls back the curtain on why counter trend trades are so difficult and why following the trend matters far more than trying to predict what happens next.Here is some of what you will get inside:✅ Why AI stocks are acting like a bubble✅ How market cycles form and why traders ignore the warning signs✅ Why shorting strong names in an uptrend is a dangerous move✅ What market breadth reveals about real buying and selling pressure✅ How past bubbles show the difference between buying smart and buying lateWe also dig into why this environment is not the same as the dot com bubble. Yes, money is pouring into AI. Yes, valuations are elevated. But today, the Federal Reserve is loosening money supply, lowering rates, and ending quantitative tightening. That means the “needle” that popped the dot com bubble is not the same needle that would pop an AI bubble today, which makes the timing and outcome very different.You will also hear an eye-opening discussion about the three possible needle points that could burst the bubble: the job market getting hit by rapid AI adoption, sky-high investor expectations that companies cannot meet forever, and simple value exhaustion as too much money chases too few winning stocks.On top of that, there is a breakdown of the OVTLYR Trend Template, why systematic entries and exits work, how expectancy plays into long-term returns, and why emotional decisions like FOMO and panic selling almost always end badly. If you want to avoid riding the boom up and then giving it all back on the bust, this is the kind of analysis that keeps you grounded.If you are looking to save time, make money, and start winning with less risk, stick around. You will walk away with a clearer, calmer way to approach the market no matter what bubble people say is forming next.Gain instant access to the AI-powered tools and behavioral insights top traders use to spot big moves before the crowd. Start trading smarter today

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.

Tariff juggling - just moving them around - no studies, no rationale Big Moves - One of the worst Novembers since 2008 The Big Short - End of a Era? PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter   Warm-Up - Last Few Days for IBIT CTP - Closing Price This Friday - The Big Short - End of a Era? - What is happening to Bitcoin? - THC laws changing - interesting loophole closed Markets - Tariff juggling - just moving them around - no studies, no rationale - Big Moves - One of the worst Novembers since 2008 - Hindenburg Omen - Fed Losing Cred WHY? - If tariffs are not inflationary and this administration has brought down prices on groceries.... - President Trump signed an EO Friday lowering tariffs on beef, tomatoes, coffee and bananas, according to Bloomberg - So , just shooting from the hip on all of this are we? --- Seriously, where is the plan, where is the analysis, where are the results? Total horseshit More Tariffs - Switzerland and U.S. agree to trade deal; U.S. will lower tariffs to 15% from 39%; Swiss companies are planning to make direct investments in the USA amounting to $200 billion by the end of 2028 - Switzerland will reduce some import duties on US Imports - For other US export interests, a solution was agreed that takes Switzerland's agricultural policy interests into account: under the agreement, Switzerland will grant the US duty-free bilateral tariff quotas on selected US export products: 500 tonnes for beef, 1,000 tonnes for bison meat and 1,500 tonnes for poultry meat. - Furthermore, Swiss companies are planning to make direct investments in the USA amounting to $200 bln by the end of 2028. - What did we accomplish here? - Just going back to what it was with a slightly higher tariff on Swiss goods than before...BECAUSE WE WERE GETTING KILLED WITH FOOD COSTS Fed Update - Markets no longer view December as a sure bet - Lots of Fed speakers out with commentary that is hawkish - Currently, there is a 46% chance of a rate cut by 0.25% - a month ago it was at 95% - AND, they should not cut in the absence of all data (Stephan Miran looking for 0.50%, but he is a total tool) More Horseshit! - Former Federal Reserve Board Gov. Adriana Kugler broke the central bank's rules regarding stock trading, according to a report released by the U.S. Government Ethics Office. - Now we know why she abruptly resigned a few months ago - That disclosure shows two kinds of violations of Fed rules regarding financial transactions by senior officials at the central bank: purchases of stocks of individual companies, as opposed to mutual funds; and purchases of securities during so-called “blackout periods” leading up to and after Federal Open Market Committee meetings. - Oh - Supposedly her husband did it - but come on! - Fed losing more credibility - this is not the first time.... StampFlation - The Postal Service filed notice with the Postal Regulatory Commission for Shipping Services price changes to take effect Jan. 18, 2026. The proposed adjustments were approved by the governors of USPS this week. - The change would raise prices approximately 6.6 percent for Priority Mail service, 5.1 percent for Priority Mail Express service, 7.8 percent for USPS Ground Advantage and 6.0 percent for Parcel Select. BIG - Michael Burry, the investor whose successful bets against the U.S. housing market in 2008 were recounted in the movie "The Big Short," is closing his hedge fund, Scion Asset Management. - In a letter to investors dated October 27, a copy of which was seen by Reuters, Burry said he would liquidate the funds and return capital, "but for a small audit/tax holdback" by the end of the year. - "My estimation of value in securities is not now, and has not been for some time, in sync with the markets," Burry said in the letter. - Put on a big OPTIONS short on NVDA and PLTR - We checked and his Registration expired.. Has about $155 million under management - not so much.. - He hinted that he will be back doing something and will announce on November 25th... Softbank - We know that they CUT all of their NVDA holdings - Looking at the 13F, also cut ORCL - New position in INTC - Looking to raise significant cast to outlay to private companies over the next couple of months. - Stock is up 120% YTD, DOWN 12% last week - Did you know He had for many years the distinction of being the person who had lost the most money in history (more than $59 billion during the dot-com crash of 2000 alone, when his SoftBank shares plummeted), a feat surpassed by Elon Musk in the following decades. THC Blues ??? - A new ban, tucked into legislation ending the longest shutdown in history, outlaws products containing more than 0.4 milligrams of total THC per container. == Industry executives said that threshold will wipe out 95% of the $28 billion hemp retail market when it takes effect in a year. - 300,000 jobs could be effected ($28 billion annually) - Possible that state laws will win out, but clearly Federal laws are not going the way of the industry. - Concern that the blackmarket will grow again - However, this can be seen in several ways as it may be cleaning up some of the selling of things like Delta-8 those weird knock-offs seen at gas stations) UK Tax Scrap - British government bond yields rose sharply on Friday morning as investors react to reports that Finance Minister Rachel Reeves will scrap an expected increase in income tax. - The moves came as investors reacted to a report from the Financial Times of an income tax U-turn. - Remember that they did a similar plan a few years ago that caused major havoc with markets and currencies until they withdrew the idea. How Does This Work? - House Republicans drafting legislation that will redirect Affordable Care Act subsidies to individuals and away from health insurance companies, according to Politico Some Eco ...?? - Employment Situation for September 2025 that was supposed to be released on Friday, October 3, 2025, will now be release  Thursday, November 20, 2025 8:30 AM ET - What about October? White House says it may NEVER be released Hindenburg Omen - There was some excitement in the world of technical analysis the past two weeks as we saw 5 separate signals fire for something called the Hindenburg Omen. This is a warning signal of trouble, but trouble does not always come. What is fair to say is that Hindenburg Omen signals have appeared at every major stock market top going back several decades. - According to Tom McClellan: The current count of 5 signals is not as big as some other clusters. But we got 4 signals in a cluster at the end of 2021, ahead of the 2022 bear market. So 4 is enough, if the market is inclined to live up to this warning. And 2 signals were enough back in December 2024 and March 2025 to tell us about the trouble in the market which unfolded in the April 2025 tariff reaction minicrash. But 5 is better. Pied Piper - Losing Followers - OpenAi plans to invest $1.4 Trillion over the next 5 years or so - Biggest beneficiary - Oracle - Stock went from $250 to $340 overnight - now a $220 (Full Round-trip) - Oracle is looking to raise $38 billion in debt sales to help fund its AI buildout, according to sources with knowledge of the matter who asked not to be named because the information is confidential. Bloomberg reported on the planned debt raise last month. Disney Earnings - Hmmmmm...... - Shares fall 8% as revenue misses - Digging in for a prolonged flight with YouTube - The company also missed quarterly revenue expectations as the cable weakness overshadowed strong growth in the company's streaming and parks businesses central to its growth. - Family of 4 - Trip to Disney - A  3-night trip with tickets and dining is estimated to be between $6,000 and $9,000 Starbucks - Can it get any worse for this company? - Starbucks Workers United launched a strike in more than 40 cities and 65 stores on the day of chain's Red Cup Day sales event. - NY incoming Mayor Mandami says there should be a total boycott of the stores - The union is pushing for improved hours, higher wages and the resolution of hundreds of unfair labor practice charges levied against Starbucks. Buffett - Berkshire - Berkshire Hathaway revealed a $4.3 billion stake in Google parent Alphabet (GOOGL), and further reduced its stake in Apple (AAPL), detailing its equity portfolio for the last time before Warren Buffett ends his 60-year run as chief executive officer. - They also sold more Bank of America - *6% reduction - although still the thrid largest stockholder - Sold homebuilder DR Horton - Bought position in Domino's Pizza and Chubb ---- DPZ chart looks terrible Over to China - Economy not getting any better - Fixed-asset investment contracted 1.7% for the first ten months of the year, steepening from a 0.5% decline in the January-to-September period. - Retail sales climbed 2.9% in October from a year earlier, softening from a 3% year-on-year rise in September. - Industrial output expanded 4.9% in October, a slowdown from a 6.5% rise in the prior month. - The last time China recorded a contraction in fixed-asset investment was in 2020 during the pandemic, according to data going back to 1992 from Wind Information, a private database focused on the country. Electric Prices - We know that the new wave of data centers are requiring HUGE amounts of energy to keep them running - Residential utility bills rose 6% on average nationwide in August compared with the same period in the previous year, according to the U.S. Energy Information Administration.

Join Washington Examiner Senior Writer David Harsanyi and Federalist Editor-In-Chief Mollie Hemingway as they discuss the 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.

Danny Moses, despite feeling under the weather, is joined by Porter Collins and Vincent Daniel to discuss various market trends and insights. They begin with Danny's reflections on his recent health scare and the invaluable care provided by healthcare professionals. The discussion then shifts to the macroeconomic climate, particularly the sustainability of AI investments and the potential oversaturation in the market, as companies like NVIDIA and Meta continue to increase their capital expenditures. The conversation also touches on the volatility and long-term prospects of Bitcoin and other cryptocurrencies, with a focus on Bitcoin's distinct role compared to other digital assets. They analyze the current state and future potential of gold as a safe investment amidst rising debt levels. Additionally, the team evaluates the energy sector, specifically focusing on natural gas and offshore oil drilling companies, highlighting the importance of quality and prudent management. The episode concludes with NFL week 12 predictions and a brief discussion on the upcoming NVIDIA earning report, emphasizing the option market's expectations.--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.

John Johnston (JJ) breaks down how Elon Musk's fellow tech billionaire ally Peter Thiel has cut one of his investment fund's big stakes in Tesla stock (TSLA), and completely sold out of AI infrastructure company Nvidia (NVDA). We also look at three possible scenarios for how an AI bubble could deflate. Related episodes:AI Bubble: Elon & Bezos Want Giant Data Centers in Space https://open.spotify.com/episode/1VKvlXcjzsPobkAfZgKnYFAI Bubble Watch: Sam Altman Admits Bubble, Bezos Welcomes It https://open.spotify.com/episode/0RIBSUAWMLusjwJxpZyJQCAI Bubble: Sam Altman Crashes Out, ‘Big Short' Burry Bets on Bust https://open.spotify.com/episode/1O91IczRNH180RpGAetiZlDisclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.

John Johnston (JJ) breaks down how Elon Musk's fellow tech billionaire ally Peter Thiel has cut one of his investment fund's big stakes in Tesla stock (TSLA), and completely sold out of AI infrastructure company Nvidia (NVDA). We also look at three possible scenarios for how an AI bubble could deflate. Related episodes:AI Bubble: Elon & Bezos Want Giant Data Centers in Space https://open.spotify.com/episode/1VKvlXcjzsPobkAfZgKnYFAI Bubble Watch: Sam Altman Admits Bubble, Bezos Welcomes It https://open.spotify.com/episode/0RIBSUAWMLusjwJxpZyJQCAI Bubble: Sam Altman Crashes Out, ‘Big Short' Burry Bets on Bust https://open.spotify.com/episode/1O91IczRNH180RpGAetiZlDisclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.

#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

Michael Burry, the investor made famous by The Big Short, is warning of a major risk in the AI data center boom. He claims hyperscalers like Meta are understating depreciation to artificially inflate GAAP earnings.We dive into this controversial argument, explaining exactly what depreciation is and how extending the useful life of assets (like NVIDIA's GPU-based servers) impacts a company's financial reports.But here's the real question for investors: Is depreciation the biggest threat, or should we be focusing on the massive Capital Expenditures (CapEx) already spent? We break down the implications for NVIDIA and the major hyperscalers.Join us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membershipSupercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formChapters:0:00 Introduction: The AI Data Center Bubble Conversation 1:13 Michael Burry's Depreciation Warning 1:56 Hyperscalers Extending Asset Useful Life (Meta, Oracle)2:07 How Depreciation Schedule Affects GAAP Earnings 3:05 What is Depreciation? (The IRS Definition) 3:29 Depreciation vs. Capital Expenditures (CapEx) 4:53 The Purpose of Depreciation 5:37 Depreciation vs. Operating Expenses 6:17 The Financial Impact of Meta's Extended Depreciation7:57 Why Depreciation is a Non-Cash Expense 8:15 The Real Risk: CapEx and Future Revenue Generation 9:58 Investment Strategy: NVIDIA vs. HyperscalersIf you found this video useful, please make sure to like and subscribe!*********************************************************Affiliate links that are sprinkled in throughout this video. If something catches your eye and you decide to buy it, we might earn a little coffee money. Thanks for helping us (Kasey) fuel our caffeine addiction!Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal. #burry #michaelburry #thebigshort #nvidia #google #meta #capex #gpus #semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks Nick and Kasey own shares of Nvidia, Meta, Google, Amazon, Oracle

Serenis è il tuo centro medico per il benessere fisico e mentale. Rispondi al questionario di Serenis per essere associato al terapeuta più adatto a te. Attraverso questo link puoi iniziare il percorso a prezzo agevolato, partendo da un colloquio conoscitivo gratuito. #advIn questo episodio ho avuto il piacere di ospitare Riccardo Spada — autore del podcast di finanza personale più seguito in Italia "The Bull" che puoi ascoltare da qui: https://open.spotify.com/show/2cQw8L6e7XXA90K1LpZekCome iniziare davvero a gestire i tuoi soldi (senza paura e con chiarezza) — con Riccardo Spada. Se quando pensi ai soldi senti un misto di paura, vergogna o inadeguatezza, non sei solo.In questa puntata ti accompagno insieme a Riccardo Spada a guardare il denaro per quello che è davvero: uno strumento di libertà, non un tabù.In questo episodio scoprirai:– perché il tuo rapporto con il denaro nasce da radici profonde (e non è “colpa tua”)– come superare la barriera della paura che blocca molte persone nel gestire i propri soldi– quali sono gli errori più comuni che ci allontanano dal risparmio e dagli investimenti– da dove partire davvero: fondo di emergenza, risparmio, strumenti base e primi passi concreti– cosa significa rischio finanziario, spiegato semplice, e perché non riguarda “solo chi ha tanti soldi”La verità è che non devi diventare un esperto: ti basta iniziare, un passo alla volta, con consapevolezza nuova.Se questo episodio ti è stato utile, condividilo e lascia una recensione.

Welcome to AI Unraveled (November 18, 2025): Your daily strategic briefing on the business impact of AI.Today's Highlights: Jeff Bezos returns to the arena with a new AI startup, Peter Thiel liquidates his entire Nvidia stake signaling a potential top, Perplexity faces skepticism, and Google unveils a game-changing AI weather model.Strategic Pillars & Topics:

Serenis è il tuo centro medico per il benessere fisico e mentale. Rispondi al questionario di Serenis per essere associato al terapeuta più adatto a te. Attraverso questo link puoi iniziare il percorso a prezzo agevolato, partendo da un colloquio conoscitivo gratuito. #advIn questo episodio ho avuto il piacere di ospitare Riccardo Spada — autore del podcast di finanza personale più seguito in Italia "The Bull" che puoi ascoltare da qui: https://open.spotify.com/show/2cQw8L6e7XXA90K1LpZekCome iniziare davvero a gestire i tuoi soldi (senza paura e con chiarezza) — con Riccardo Spada. Se quando pensi ai soldi senti un misto di paura, vergogna o inadeguatezza, non sei solo.In questa puntata ti accompagno insieme a Riccardo Spada a guardare il denaro per quello che è davvero: uno strumento di libertà, non un tabù.In questo episodio scoprirai:– perché il tuo rapporto con il denaro nasce da radici profonde (e non è “colpa tua”)– come superare la barriera della paura che blocca molte persone nel gestire i propri soldi– quali sono gli errori più comuni che ci allontanano dal risparmio e dagli investimenti– da dove partire davvero: fondo di emergenza, risparmio, strumenti base e primi passi concreti– cosa significa rischio finanziario, spiegato semplice, e perché non riguarda “solo chi ha tanti soldi”La verità è che non devi diventare un esperto: ti basta iniziare, un passo alla volta, con consapevolezza nuova.Se questo episodio ti è stato utile, condividilo e lascia una recensione.

Michael Burry, héros de The Big Short, alerte depuis peu que le secteur de l'IA pourrait être à l'aube d'une crise. Faut-il y croire ? L'avis de Xavier Patrolin, président d'Albatros Capital. Ecorama du 14 novembre 2025 enregistré depuis la Paris Investor Week, présenté par Aude Kersulec sur Boursorama.com (http://Boursorama.com)#parisinvestorweek Hébergé par Audion. Visitez https://www.audion.fm/fr/privacy-policy pour plus d'informations.

John Johnston (JJ) breaks down the latest AI bubble-related news headlines, including that tech billionaires Elon Musk and Jeff Bezos want to build AI data centres in outer space, which would use solar power. Also in the news, investor Warren Buffett's company Berkshire Hathaway has purchased stock in Google's parent company Alphabet, and tech billionaire Peter Thiel has sold a stake in mega AI infrastructure company Nvidia (NVDA).Related episodes:AI Bubble Watch: Sam Altman Admits Bubble, Bezos Welcomes It https://open.spotify.com/episode/0RIBSUAWMLusjwJxpZyJQCAI Bubble: Sam Altman Crashes Out, ‘Big Short' Burry Bets on Bust https://open.spotify.com/episode/1O91IczRNH180RpGAetiZlAltman's AI BUBBLE WARNING vs Marks' Stock Market Bubble View https://open.spotify.com/episode/3StI2sh3hzvrpKWLj0Vud7Elon Musk's xAI Grok is POISONING Memphis! https://open.spotify.com/episode/2hAAzu6bIiBQpkSSmkZPhsDisclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.

Chiny wyraźnie hamują, Europa łapie gospodarczo zadyszkę, a w tym samym czasie polskie fundusze puchną o kolejne miliardy, KGHM pokazuje miliard zysku po trzech kwartałach, złoto traci blask przez odsuwające się cięcia stóp w USA, a Michael Burry z „Big Short”… wyrejestrowuje swój fundusz. O tym wszystkim w poniedziałek 17 listopada 2025 mówią Rafał Bogusławski i Robert Stanilewicz, a oprócz tego odpowiadają na Wasze pytania, m.in. o złoto i obligacje. Zapraszamy!!

John Johnston (JJ) breaks down the latest AI bubble-related news headlines, including that tech billionaires Elon Musk and Jeff Bezos want to build AI data centres in outer space, which would use solar power. Also in the news, investor Warren Buffett's company Berkshire Hathaway has purchased stock in Google's parent company Alphabet, and tech billionaire Peter Thiel has sold a stake in mega AI infrastructure company Nvidia (NVDA).Related episodes:AI Bubble Watch: Sam Altman Admits Bubble, Bezos Welcomes It https://open.spotify.com/episode/0RIBSUAWMLusjwJxpZyJQCAI Bubble: Sam Altman Crashes Out, ‘Big Short' Burry Bets on Bust https://open.spotify.com/episode/1O91IczRNH180RpGAetiZlAltman's AI BUBBLE WARNING vs Marks' Stock Market Bubble View https://open.spotify.com/episode/3StI2sh3hzvrpKWLj0Vud7Elon Musk's xAI Grok is POISONING Memphis! https://open.spotify.com/episode/2hAAzu6bIiBQpkSSmkZPhsDisclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.

America has a habit of blaming poor people + immigrants for the problems that policy makers create. Stop letting the oppressors scapegoat the oppressed, and start focusing your outrage on the people who perpetuate (and profit from) this harmful false narrative. The Big Short Script: https://www.sellingyourscreenplay.com/wp-content/uploads/screenplay/scripts/The-Big-Short.pdfThe "Careful, that foreigner wants your cookie" Meme: https://www.reddit.com/r/PoliticalHumor/comments/lwssxm/america_summed_up/The "average taxpayer pays $36 in SNAP vs $300 corporate bailouts" meme: https://www.reddit.com/r/theydidthemath/comments/1kjoekc/request_is_this_accurate/SUPPORT JULIE (and the show!)DONATE to the Palestinian Children's Relief Fund AND THE Sudan Relief FundGET AN OCCASIONAL PERSONAL EMAIL FROM ME: www.makeyourdamnbedpodcast.comTUNE IN ON INSTAGRAM AND YOUTUBESUBSCRIBE FOR BONUS CONTENT ON PATREON.The opinions expressed by Julie Merica and Make Your Damn Bed Podcast are intended for entertainment purposes only. Make Your Damn Bed podcast is not intended or implied to be a substitute for professional medical advice, diagnosis or treatment. Support this show http://supporter.acast.com/make-your-damn-bed. Hosted on Acast. See acast.com/privacy for more information.

No surprise to me that there's a glut of apartments on the market  I saw the potential for this oversupply happening in San Diego a couple of years ago. It seemed anywhere you drove within a short distance you would see the construction of new apartment buildings. It is not just here in San Diego though as the glut of apartments is happening around the country. With the dynamics of supply and demand, if you're looking for an apartment today, you're in for a treat. In September rental rates had the steepest drop in more than 15 years. Landlords are now offering months of free rent, gift cards, free parking and some are even paying for your moving expenses just to get you to sign a lease. You may want to play hardball because in some areas they'll even cut the rent on top of all those incentives. In September, 37% of rentals agreed to concessions like months of free rent. What caused the problem for landlords is during the early years of the pandemic, developers could not begin building apartments fast enough, especially in the Sunbelt area where there was a major population migration. It became the biggest apartment construction boom in 40 years, but because of the delay of construction permits and labor shortages, development took much longer than they had hoped. It seemed no one looked around to see all the apartments going up, and now they're all competing with each other for renters. The landlords are hoping they can raise rents by the end of 2026 or at least sometime in 2027, but I don't think they are factoring in how many apartments are online with more still to come. Based on the current apartment inventory and new apartments coming online, renters could be in for lower rent maybe perhaps until 2028. This will not be good for the housing market because rent for houses will be the next to fall and then people will have to factor in the affordability of renting vs buying a home. This would also likely hurt the demand for buying rental properties as an investment if you can't get as much rent as you thought.    Are the large hyperscale companies like Meta, Microsoft, and Alphabet inflating earnings?  Michael Burry, who was made famous by "The Big Short", made the claim that some of America's largest tech companies are using aggressive accounting to pad their profits. He believes they are understating depreciation expenses by estimating that chips will have a longer life cycle than is realistic. Investors are likely aware of the huge investment these companies are making in AI, but they likely don't understand how the accounting of the investments work. If a business makes an investment in these semiconductors/servers of let's say $100 B, that doesn't hit earnings when the money is spent as under generally accepted accounting principles, or GAAP, they are instead able to spread out the cost of that asset as a yearly expense that is based on the company's estimate of how rapidly that asset depreciates in value. From what I've seen, these companies are generally depreciating their Nvidia chips for over 5 to 6 years. This seems to be a stretch considering Nvidia is on a 1-year chip production cycle, and the technology is changing quite rapidly. Burry estimated that from 2026 through 2028, the accounting maneuver would understate depreciation by about $176 billion and if Burry is correct, hyperscale's will have to write off AI capex as a bad investment, due to depreciation-useful life mismatch. This would then produce a major hit on earnings. While I remain a believer that AI is here to stay, I do believe there will be some big-time losers in this space given all the money that is being spent. Be careful chasing the hype as I do worry the fallout for some of these companies could be larger than many things possible. Burry has also warned this year that AI enthusiasm resembles the late-1990s tech bubble and recently disclosed put options betting against Nvidia and Palantir. He also stated that "more detail" was coming November 25th, and that readers should "stay tuned." I know I'm definitely curious what other information he has!    China is no longer just manufacturing; they are also beginning to innovate.  For many years innovation was generally done here in the US, and we would have the products manufactured in China. China is no longer happy with this arrangement, and its research and development spending is up nearly 9% a year well above the 1.7% here in United States. In 2024, China filed 70,160 international patents which was about 16,000 more than the 54,087 patents the US filed. China also seems to be more advanced in robotics installing 300,000 industrial robots in 2024 compared with roughly 30,000 industrial robots in the US. It also has been noted that when it comes to worldwide sales of electric vehicles, 66% came from China. While these developments seem positive for China, the country is still experiencing problems with a slowing economy as they have seen fixed asset investment decline and a slowdown in retail sales. The population of China has also declined over the last three years, and the real estate market after four years has really taken away a lot of household wealth. China's public and private debt continue to climb rapidly, which is becoming a problem for them as well. It is estimated that China is spending around $85-$95 billion on AI capital spending yet their economy is struggling as noted by the China Merchants Bank which talked about a 11% decline in consumption among customers and retail loans are now under pressure. China's exports to the US are down 27% because of the tariffs, but worldwide their exports are up 8%. It was recently reported that Beijing banned foreign AI chips from Nvidia, Advanced Micro Devices and Intel from government funding data center buildouts. Currently, China cannot pass the US and its allies in producing the most advance semiconductors, but they're making very good progress in developing mid-level chips and parts of the AI ecosystem. The US must continue to forge ahead because if we rest, China will be the world dominant power    Financial Planning: 50-year Mortgage: Helpful or Hurtful? A 50-year mortgage is being discussed as a way to reduce monthly payments and help with affordability, offering borrowers slightly lower costs that could help them qualify for homes otherwise out of reach. Critics argue that these loans would saddle buyers with far more interest paid to banks and that many borrowers would never pay off such a long mortgage, but those arguments often miss the bigger picture. Paying a low rate of interest to a bank is not inherently bad if it allows someone to invest money elsewhere at higher returns, just as today's homeowners with 30-year mortgages at 2% benefit greatly from not paying them off early. Also, most mortgages today are never fully paid off anyway because homes are sold, or loans are refinanced long before they reach maturity. A 50-year loan would be no different, especially since borrowers could always pay more than the minimum if they wanted to accelerate payoff. In practice, savvy investors would likely use the freed-up cash flow from 50-year mortgages to invest in higher-return opportunities, but most borrowers probably wouldn't resulting in slower wealth accumulation for the masses without addressing the root cause of housing affordability. If used correctly, this loan could be a useful tool, but I fear the overall impact could be damaging.     Companies Discussed:  Axon Enterprise (AXON), Zoetis Inc. (ZTS), Elf Beauty Inc. (ELF),Sweetgreen Inc. (SG)  

AI Weekly News Rundown November 09 to November 16 2025:Tune in at https://podcasts.apple.com/us/podcast/ai-business-weekly-news-rundown-vibe-revenue-ai-companies/id1684415169?i=1000736889012Welcome to AI Unraveled, Your daily briefing on the real world business impact of AIIn this week's edition:

(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/  

Episode 714: Toby and Ann chat about Michael Burry, famed ‘Big Short' investor, who has been public about the resemblance between the housing bubble of 2008 and the AI boom of today. Then, congress was able to reopen the government, but snuck in a provision that places tighter restrictions on hemp products that could upend the hemp industry. Plus, Cisco Systems, the once darling of the 2000s, is seeing a resurgence thanks to a wave of AI-related demand. Meanwhile, speculative tech stocks have tanked in the last month. And, Robinhood is bringing cash to your door and Uber is taking skiers to the slopes.  Learn more at usbank.com/splitcard  Listen to Ann's show, Brew Markets, every weekday afternoon: ⁠swap.fm/l/brewmarketsshow Get your MBD live show tickets here! https://www.tinyurl.com/MBD-HOLIDAY  Subscribe to Morning Brew Daily for more of the news you need to start your day. Share the show with a friend, and leave us a review on your favorite podcast app. Listen to Morning Brew Daily Here:⁠ ⁠⁠https://www.swap.fm/l/mbd-note⁠⁠⁠  Watch Morning Brew Daily Here:⁠ ⁠⁠https://www.youtube.com/@MorningBrewDailyShow⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Rich weighs in on Eagles WR AJ Brown's unhappiness with his role in Philadelphia's offense, and previews NFL Week 11's top games including Lions vs Eagles, Rams vs Seahawks, Chiefs vs Broncos, Buccaneers vs Bills, Bears vs Vikings, and Packers vs Giants. Rich and the guys react to Shohei Ohtani's latest unanimous MVP Award and Yankees slugger Aaron Judge taking AL MVP honors over Seattle Mariners catcher Cal Raleigh. Pulitzer Prize-winning playwright/actor Tracy Letts joins Rich in-studio to discuss ‘A House of Dynamite' on Netflix, and shares some great stories about making ‘Ford v Ferrari,' ‘The Big Short,' ‘Winning Time,' and the famous Festivus dinner episode of ‘Seinfeld.' Learn more about your ad choices. Visit podcastchoices.com/adchoices

Oracle's enormous borrowing to fund a push into artificial intelligence computing has spooked investors, Sir Jim Ratcliffe's heavily indebted empire, Ineos, is under increasing financial pressure, and we take a look at a glaring hole in US inflation data. Plus, the FT's Sonja Hutson reports back from Bethlehem, Pennsylvania, as part of a new FT series. Mentioned in this podcast:Oracle hammered in tech sell-off over its huge AI betIneos debt sell-off accelerates amid fears over European chemicals sector‘Big Short' investor Michael Burry to close hedge fund as he warns on valuationsThe Bethlehem Project: An immigration raid divides a communitySubscribe to the Swamp Notes podcastToday's FT News Briefing was produced by Henry Larson, Victoria Craig, Sonja Hutson, and Marc Filippino. Our show was mixed by Kelly Garry. Additional help from David da Silva. The FT's acting co-head of audio is Topher Forhecz. The show's theme music is by Metaphor Music.Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

AGENDA: 04:22 Sequoia's Leadership Transition 09:46 Michael Burry's Big Short on Nvidia and Palantir 17:41 Gamma Raises $100M at a $2BN Valuation 32:34 Does Defensibility Exist Today When Copying is Easy 40:31 Should All Funds Be Way More Diversified 47:12 How to Run a Fundraising Process & What Not To Do 57:57 Datadog Surges 20% and Duolingo Crashes: What Happened    

39 procent. Dat is hoeveel winstgroei Disney ziet bij hun streamingafdeling. 12,5 miljoen mensen kozen afgelopen kwartaal voor een abonnement op Disney+ of Hulu. Ook bij de afdeling die over de pretparken, de cruisereizen en de merchandise gaat is het feest. Dus deelt Disney cadeautjes uit. Meer aandeleninkoop, en meer dividend. Maar toch zijn beleggers niet tevreden. Die zien vooral een terugloop in advertentie-inkomsten bij de tv-kanalen. Zijn beleggers verwend? Dat vragen we ons deze aflevering af. Dan gaat het ook over modehuis Burberry. Dat heeft eindelijk de smaak weer te pakken. Sinds de pandemie verschraalden de verkopen in China, maar er is weer sprake van groei! Maar is dat te danken aan de nieuwe strategie van Burberry, of hebben ze gewoon weer de wind in de rug in de hele sector? En je hoort over de zorgen van de Autoriteit Financiële Markten. Die ziet 'grote, complexe en ondoorzichtige risico's' door de enorme invloed van techbedrijven op die markten. En tot slot nog een prettig bericht, want je hoeft voorlopig het woord 'shutdown' niet meer te horen. See omnystudio.com/listener for privacy information.

Michael Burry—the legendary investor who predicted the 2008 housing crash—has just placed a massive bet against the AI boom. His latest 13F filing reveals he's shorting Nvidia and Palantir, the two darlings of the AI revolution. Is this the beginning of the AI bubble bursting, or is Burry making the biggest mistake of his career?In this deep dive, we break down Burry's exact positions, the warning signs he's seeing that others are ignoring, and what this means for the future of AI investing. We also examine the counter-argument: why betting against this market could be incredibly dangerous.TIMESTAMPS(00:00) - Michael Burry's billion-dollar bet against AI(00:24) - How we know about Burry's bet: 13F filings revealed(00:44) - Burry's targeted bets: NVIDIA and Palantir put options(00:55) - Why shorting NVIDIA is significant(01:15) - Why shorting Palantir matters(01:36) - The two-pronged attack strategy(02:05) - Warning sign #1: Smart money is cashing out (SoftBank exits NVIDIA)(02:31) - Warning sign #2: Astronomical valuations(03:11) - Warning sign #3: Spending doesn't match profits(03:43) - Why Burry could be wrong: This isn't the dot-com bubble(04:05) - AI as a true platform shift(04:22) - Burry's past mistakes: The Tesla bet(04:38) - What this means for founders & investors(05:18) - Is this Big Short 2.0?(05:48) - Final thoughts and call to actionKEY TAKEAWAYS✅ Why Michael Burry is shorting Nvidia and Palantir specifically.✅ The three warning signs that suggest an AI bubble.✅ How smart money (like SoftBank) is quietly exiting AI stocks.✅ What founders and VCs should focus on in this new environment.SUBSCRIBE FOR MORE VC & STARTUP STRATEGYVC10X breaks down the most important stories in tech, startups, and investing every week. If you want actionable insights to help you build or invest in the next great company, subscribe now.LET'S CONNECTWebsite: https://VC10X.comLinkedIn: https://linkedin.com/in/choubeysahabCOMMENT BELOWDo you think the AI market is a bubble? Or is Burry making a massive mistake? Let us know in the comments.#MichaelBurry #Nvidia #Palantir #AI #BigShort #VentureCapital #TechBubble #Investing #Startup

Forget text-to-video AI, we're rapidly moving into the text-to-world-generating AI models. What if you showed up to your Airbnb and the fridge was already fully stocked? It seems like there is NO uncanney valley when it comes to AI generated music. And does the Big Short guy have a point when he concern trolls about the AI CAPEX buildout? Fei-Fei Li's World Labs speeds up the world model race with Marble, its first commercial product (TechCrunch) Airbnb Will Test Adding Instacart Grocery Delivery to Its App in Services Push (Bloomberg) Are you listening to bots? Survey shows AI music is virtually undetectable (Reuters) 50,000 AI tracks flood Deezer daily – as study shows 97% of listeners can't tell the difference between human-made vs. fully AI-generated music (MusicBusinessWorldwide) The AI Bubble Is Ignoring Michael Burry's Fears (Bloomberg) Learn more about your ad choices. Visit megaphone.fm/adchoices

Danny Moses hosts Luke Gromen, founder of Forest for the Trees, on the On the Tape Podcast. In this episode, they discuss the SRF and SOFR rates, recent stresses in the repo markets, and the US Treasury's actions to alleviate funding issues. Luke explains the systemic risks in the financial system, the influence of hedge funds in the US Treasury market, and compares the current repo market scenario to 2019's market upheavals. The conversation shifts to the implications of AI on jobs and the economy, potential credit market disruptions, and the sustainability of the AI CapEx cycle. They delve into the geopolitical dynamics with China, the critical role of rare earths, and the delicate balance in the US-Japan economic relations. The episode concludes with a discussion on gold as a strategic asset, Bitcoin's potential, and the future of monetary policy amid fiscal dominance and inflation.--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.

Market jitters over A.I. valuations persist. ‘Big Short' investor Michael Burry says hyper-scalers are overstating their earnings while Japan's Softbank sees its share price plunge following the sale of its stake in Nvidia. The company has pledged to double down on its OpenAI investment. Germany's Infineon hikes the FY forecast for its A.I. data centre revenue despite Q4 earnings coming in below expectations. CFO Sven Schneider is confident the A.I. boom will continue to drive the company's success. And in UK politics, a briefing war is raging with reports and counter-reports of a Labour leadership contest to oust Prime Minister Sir Keir Starmer just a fortnight before his Chancellor's high-stakes budget.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

AI Daily News Rundown November 13 2025:Welcome to AI Unraveled, Your daily briefing on the real world business impact of AIIn today's daily AI News Rundown:

Episode 711: Neal and Toby chat with author Michael Lewis to talk about the 10th anniversary of “The Big Short” movie and the lines drawn from the 2008 financial crisis to today. Then, Michael shares his take on the AI industry and whether or not we're actually in a bubble. Plus, a dive into prediction markets and the proliferation of sports betting. Finally, Neal and Toby put on their casting director hats and re-cast “The Big Short” as if it was being made today. Learn more at usbank.com/splitcard  Get your MBD live show tickets here! https://www.tinyurl.com/MBD-HOLIDAY  Subscribe to Morning Brew Daily for more of the news you need to start your day. Share the show with a friend, and leave us a review on your favorite podcast app. Listen to Morning Brew Daily Here:⁠ ⁠⁠https://www.swap.fm/l/mbd-note⁠⁠⁠  Watch Morning Brew Daily Here:⁠ ⁠⁠https://www.youtube.com/@MorningBrewDailyShow⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

MRKT Matrix - Tuesday, November 11th Dow closes at record high, but Nasdaq slips as investors rotate out of technology stocks (CNBC) Hassett: Some economic surveys weren't completed during shutdown, so we won't know what happened (CNBC) Hassett Says Lost October Data Means ‘Cloudy' Economic Outlook (Bloomberg) Job Seekers Stare Down a Gloomy Holiday Hiring Season (WSJ) ‘Ghost job' postings are adding another layer of uncertainty to the stalling jobs picture (CNBC) AMD's Lisa Su sees 35% annual sales growth driven by ‘insatiable' AI demand (CNBC) Three AI Megadeals Are Breaking New Ground on Wall Street (WSJ) SoftBank Sells Nvidia Stake for $5.8 Billion to Fund AI Bets ⁠(Bloomberg)⁠ ‘Big Short' investor Michael Burry accuses AI hyperscalers of artificially boosting earnings (CNBC) --- Subscribe to our newsletter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://riskreversalmedia.beehiiv.com/subscribe⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ MRKT Matrix by RiskReversal Media is a daily AI powered podcast bringing you the top stories moving financial markets Story curation by RiskReversal, scripts by Perplexity Pro, voice by ElevenLabs

This week, we're introducing Tangent listeners to another podcast in the commercial real estate ecosystem: In The Loop from LoopNet. How can workplaces endure ecologically, financially, and socially?In this episode of In the Loop, Jordan Goldstein, co-CEO of Gensler, explores the future of sustainable and resilient office design. From global design trends and innovative materials to the role of AI in commercial real estate, Jordan shares how the industry is rethinking sustainability. You'll learn why repositioning existing buildings matters, how policy and incentives drive real change, and what it takes to create workplaces built for tomorrow.In the Loop is LoopNet's commercial real estate podcast highlighting the people, ideas, and innovations shaping the future of work. For bonus video content, check out our YouTube channel.Timestamps00:00 - Welcome to the show and introduction of In The Loop podcast drop 01:01 - Phil Hazelhurst welcomes guest Jordan Goldstein, Co-CEO of Gensler 03:34 - How sustainability, resiliency, and “flight to quality” are reshaping office real estate 06:57 - The rise of AI in architecture & how Gensler uses tech to design smarter, lower-carbon spaces 13:38 - Materials makeover: mass timber, low-carbon concrete, and the future of building systems 19:37 - Global perspectives and the power of repositioning old buildings instead of starting new 26:24 - Gensler's own electrified office and how the firm lives its sustainability mission in practice 37:42 - Final thoughts: Why design is an act of optimism and where sustainable real estate goes next40:19 - Edward recaps conversationLinks & references: • View spaces designed by Gensler • Ready to find your next sustainable commercial space? Start your search• Learn more about this episode• Learn more about Commercial Real Estate"

From Wall Street to Main Street, the latest on the markets and what it means for your money. Updated regularly on weekdays, featuring CNBC expert analysis and sound from top business newsmakers. Anchored by CNBC's Jessica Ettinger. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

This episode proves that nothing gold can stay, especially your 401k, as we kick things off with the revelation that October saw the worst tech layoffs since 2003, all while "Big Short" genius Michael Burry decided to bet a billion dollars on the inevitable AI bubble bursting. The villains of the week are legion: the FCC is officially making it easier for internet companies to charge us even more hidden fees; Elon Musk not only got his $1 trillion pay package approved—despite Tesla sales collapsing nearly 90% in some countries—but he also teased a flying car, clearly living in his own "Golden Dome" fantasy, which the Pentagon is happily subsidizing; and in a stunning display of entitlement, Mark Zuckerberg opened an illegal school, which is somehow less shocking than Meta's claim that their massive porn stash was purely for "personal use," not AI training. The bad news doesn't stop there, with Texas suing Roblox over 'pixel pedophiles,' though at least a rural Michigan healthcare system is doing some good by using drones to improve care.Jumping over to Media Candy, since we're all emotionally scarred by the sheer awful-ness of The Witcher S4—a season so bad it "broke" The Critical Drinker—we need some comfort viewing. We're deep-diving into the political chess of The Diplomat and escaping into the sheer volume of competitive cooking shows, including the standard Halloween and Holiday Baking Championships, plus the delightfully ridiculous Harry Potter: Wizards of Baking S2; we also took a look at Pluribus, Knife Edge, Black Rabbit, and the trailer for Tron: Ares, while cheering the fact that Brendan Fraser and Rachel Weisz are set to revive The Mummy franchise for a fourth film. In Apps & Doodads, we're all mourning the eventual death of simple, good tech as we're warned to enjoy Apple CarPlay while we still can, but at least the Lego ‘Star Trek' Set is finally here for our inner child; the real question, though, is why Automattic Inc. thinks they can claim ownership of the actual word 'Automatic.'Finally, The Dark Side with Dave Bittner reminds us that everything old is new again and ripe for monetization, whether it's Miss Piggy potentially bringing back The Muppets to the movies or the sleek, blacked-out remake of the Commodore 64, not to mention that cool Tron Arcade Cabinet Miniature Model. However, the present is still a complete dumpster fire: a Google AI model allegedly accused a senator of sexual assault, and internal documents show that Meta is earning a fortune on a massive deluge of fraudulent ads, proving that the only thing getting healthier is our paranoia, though Dave did throw in a curveball with some special jar lids and seeds for growing organic sprouts. We finish, as always, with the obligatory Closing Shout-Outs because even cynical geeks need validation.Sponsors:MasterClass - Get an additional 15% off any annual membership at MASTERCLASS.com/GRUMPYOLDGEEKSGusto - Try Gusto today at gusto.com/grumpy, and get three months free when you run your first payroll.Private Internet Access - Go to GOG.Show/vpn and sign up today. For a limited time only, you can get OUR favorite VPN for as little as $2.03 a month.SetApp - With a single monthly subscription you get 240+ apps for your Mac. Go to SetApp and get started today!!!1Password - Get a great deal on the only password manager recommended by Grumpy Old Geeks! gog.show/1passwordShow notes at https://gog.show/721FOLLOW UPOctober Layoffs Were the Worst Since 2003 and Hit Tech Workers HardIN THE NEWSThe Big Short Guy Just Bet $1 Billion That the AI Bubble PopsTrump's FCC is officially moving to make it easier for internet companies to charge hidden feesPentagon will reportedly award SpaceX a $2 billion contract to help develop the 'Golden Dome'Elon Musk teases a flying car on Joe Rogan's showTesla's Sales Collapsed Nearly 90 Percent in Some Countries Last MonthTesla shareholder meeting updates: Elon Musk gets his $1 trillion pay packageTexas AG sues Roblox, accusing it of prioritizing 'pixel pedophiles' over child safetyMark Zuckerberg Opened an Illegal School at His Palo Alto Compound. His Neighbors RevoltedMeta Says Porn Stash was for ‘Personal Use,' Not Training AI ModelsHow a rural Michigan healthcare system is using drones to improve careMEDIA CANDYThe DiplomatHalloween Baking ChampionshipHoliday Baking ChampionshipHarry Potter: Wizards of Baking S2PluribusKnife Edge: Chasing Michelin StarsBlack RabbitTron: AresThe Witcher S4The Witcher Season 4 - A Show So Awful, It Broke Me by The Critical DrinkerBrendan Fraser, Rachel Weisz Set to Revive The Mummy Franchise with Fourth FilmAPPS & DOODADSEnjoy CarPlay While You Still CanThe Lego ‘Star Trek' Set Is Here, and It's Exactly What You WantAutomattic Inc. Claims It Owns the Word 'Automatic'THE DARK SIDE WITH DAVEDave BittnerThe CyberWireHacking HumansCaveatControl LoopOnly Malware in the BuildingMiss Piggy May Bring ‘The Muppets' Back to the MoviesRelive the Commodore 64's glory days with a slimmer, blacked-out remakeShow and Tell: Tron Arcade Cabinet Miniature ModelGoogle removes AI model after it allegedly accused a senator of sexual assaultSprouting Jar Lid (32oz Glass Jars) with 4 Pack Stainless Steel Sprouting Stands for Wide and Wide Mouth Mason Jar for Growing Organic Sprouts, Stainless Steel, 4 PackOrganic Radish Sprout Seeds (16 oz) – Non-GMO, Heirloom Seeds for Sprouting and MicrogreensMeta is earning a fortune on a deluge of fraudulent ads, documents showSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

HOUR #3 - The Very REAL & Very BIG Short-Yardage Problem Caley & the Texans are Facing.. AND-Bathroom Remodel for Wife's Birthday Gift..!?!? full 2401 Fri, 07 Nov 2025 03:55:33 +0000 2hSZVesYXpTaAgHrR3T7j5EX2Gmgr32U nfl,mlb,nba,jacksonville jaguars,afc,houston texans,afc south,texans,astros,rockets,sports The Drive with Stoerner and Hughley nfl,mlb,nba,jacksonville jaguars,afc,houston texans,afc south,texans,astros,rockets,sports HOUR #3 - The Very REAL & Very BIG Short-Yardage Problem Caley & the Texans are Facing.. AND-Bathroom Remodel for Wife's Birthday Gift..!?!? 2-6PM M-F © 2025 Audacy, Inc. Sports

On this episode of the AJ Bell Money & Markets podcast, Dan Coatsworth and Danni Hewson discuss the Chancellor's unusual pre-Budget speech. They assess how markets reacted to hints, but not confirmation, that taxes could rise. [1:50] The pair also discuss which taxes could go up and what that might mean for your pocket.  [9:35] How much sparkle did Marks & Spencer lose from this year' cyberattack? Find out as Danni and Dan unpick its latest results [12:45]. Dan considers why high street retailer Primark might finally be spun out from its parent company. [17:45] He also explains why companies split and talks through some key examples of the past 20 years. [21:25] Danni considers Kimberly Clark's bid for under-fire Tylenol maker Kenvue, the consumer goods company spun out from Johnson & Johnson just a few years ago. [25:06] Plus, Michael Burry, the trader who inspired the film The Big Short is betting on an AI bubble [29:10]. We also take a different look at big tech – not AI but robotics – with Dan chatting to Simon Edelsten, manager of the Goshawk Global fund, about factory automation and why it's hot news again. [32:55]

Episode 707: Neal and Toby recap Zohran Mamdani's victory to become the next mayor of NYC and how Wall Street is reacting. Then, the Supreme Court hears arguments to decide whether Trump's sweeping tariffs are valid or not. Also, Michael Burry, the famous ‘Big Short' investor who predicted the housing bubble is calling his next shot: the AI bubble. Meanwhile, Pizza Hut has been struggling for years and its parent company is considering selling it away. Finally, the government shutdown is now the longest in US history.  Learn more at usbank.com/splitcard  Get your MBD live show tickets here! https://www.tinyurl.com/MBD-HOLIDAY  Subscribe to Morning Brew Daily for more of the news you need to start your day. Share the show with a friend, and leave us a review on your favorite podcast app. Listen to Morning Brew Daily Here:⁠ ⁠⁠https://www.swap.fm/l/mbd-note⁠⁠⁠  Watch Morning Brew Daily Here:⁠ ⁠⁠https://www.youtube.com/@MorningBrewDailyShow⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Patrick Bet-David and the PBD Podcast crew react to Michael Burry's latest short against Nvidia and Palantir. They break down his warnings, Palantir's fiery response, and what sky-high P/E ratios say about an overheated AI market. Is Burry calling the next Big Short moment?

Danny welcomes Ivy Zelman, founder of Zelman Associates, who is acclaimed as the best housing analyst of all time. The discussion covers a wide range of topics within the housing market, including the challenges of affordability, the impact of rate cuts, and the prevalence of mortgage rate buy-downs. Ivy provides her perspective on the current state of the housing market, indicating the late innings of the new home absorption cycle and varying demand across different price points and geographies. She touches on trends in single-family rentals, multifamily rentals, and the broader economic influences affecting housing. Additionally, Ivy discusses potential governmental interventions, private credit impacts, and future trends in sectors such as manufactured housing and student loan debt. With thoughtful analyses and proprietary survey insights, Ivy offers a comprehensive view of the complex housing landscape.--ABOUT THE SHOWFor decades, Danny has seen it all on Wall Street and has built his reputation on integrity, curiosity and skepticism that he will bring with him each week. Having traded through the Great Financial Crisis and being featured in "The Big Short" is only part of the experiences Danny wants to share with the listener. This weekly podcast cuts through market noise, offering entertaining and informative discussions with expert guests giving their views of the financial world and the human side of it. Whether you're a seasoned investor or just getting started, On The Tape provides something for all listeners.Follow Danny on X: @dmoses34The financial opinions expressed are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on this content.Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in 'On The Tape' carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose.Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service. Hosted on Acast. See acast.com/privacy for more information.

Ces marchés sont fantastiques. Il y a 24 heures nous étions encore en pleine euphorie. Palantir venait de publier des chiffres à limite du hors du commun, les signaux d'alertes clignotaient dans tous les sens, mais tout le monde s'en foutait comme de son premier stop-loss, si vous aviez l'outrecuidance de vous montrer méfiant sur … Continued

MRKT Matrix - Tuesday, November 4th Stocks drop on AI valuation concerns, Nasdaq falls 2% led by Palantir (CNBC) Stock Bulls Get Wake-Up Call From Wall Street CEOs (Bloomberg) This Famous Method of Valuing Stocks Is Pointing Toward Some Rough Years Ahead (WSJ) Job openings in October slumped to the lowest level since February 2021, Indeed measure shows (CNBC) IBM cutting thousands of jobs in the fourth quarter (CNBC) AI-washing and the massive layoffs hitting the economy (CNBC) Burry Reveals Nvidia and Palantir Puts After Bubble Warning (Bloomberg) Alex Karp blasts ‘Big Short' investor Michael Burry as ‘bats--- crazy' for bets against Palantir, Nvidia (CNBC) Trump Negotiating Deal With Ozempic Maker to Sell Some Weight-Loss Drugs for $149 (WSJ) --- Subscribe to our newsletter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://riskreversalmedia.beehiiv.com/subscribe⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ MRKT Matrix by RiskReversal Media is a daily AI powered podcast bringing you the top stories moving financial markets Story curation by RiskReversal, scripts by Perplexity Pro, voice by ElevenLabs

Drawdowns, corrections, and valuation worries. Top Wall Street voices weigh in on the rally and what's next. Plus, the Supreme Court revisits Trump's tariff tactics. And later, a big bet against Palantir despite its earnings beat. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Palantir kwam met 'buitenaards' goede kwartaalcijfers. Omzet en winst gingen enorm omhoog, maar toch ging het aandeel hard naar beneden. Had dat te maken met het feit dat het aandeel wel erg duur was geworden of het feit dat een beroemde shortseller zich meldt?Deze aflevering hebben we het over Michael Burry. De man waar de legendarische film Big Short op is gebaseerd. De man die de financiële crisis aan zag komen. Die man gaat nu short op Palantir (en op Nvidia). Tot woede van de baas van Palantir, die zit te schuimbekken op analisten én shortsellers. Ook hebben we het over iets bijzonders. Philips dat met goed nieuws komt! Het aandeel Philips is zelfs dé grote winnaar op de AEX. We kijken waar aandeelhouders zo blij van worden.Kijken we ook naar een concurrent van Shell, naar BP. Dat maakte een draai. Minder inzetten op duurzame energie en meer op het ouderwetse olie en gas. En dat zorgt voor kwartaalcijfers die boven de verwachting uitkomen. De cijfers van Uber en Spotify hoor je ook, net als die van Nintendo. En we moeten het over de megabonus van Elon Musk hebben. Je weet wel, die 1000 miljard dollar die hij bij Tesla kan krijgen. Die lijkt nu steeds meer uit beeld...See omnystudio.com/listener for privacy information.

In der heutigen Folge sprechen die Finanzjournalisten Anja Ettel und Holger Zschäpitz über Warren Buffets Cash-is-King-Strategie, den Nexperia-Deal und was sonst noch wichtig wird in dieser Woche. Außerdem geht es um Berkshire Hathaway, Nvidia, Meta, Oracle, Microsoft, Vanguard FTSE All World (WKN: A2PKXG), Invesco Nasdaq 100 ETF (WKN: 801498), Apple, Microsoft, Tesla, Amazon, Alphabet, Xtrackers Artificial Intelligence & Big Data ETF (WKN: A2N6LC), BIT Global Technology Leaders (WKN: A2N812), Digital Leaders Fund (WKN: A2H7N2) und Amundi MSCI Semiconductors ETF (LYX018). Wir freuen uns über Feedback an aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter.[ Hier bei WELT.](https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html.) [Hier] (https://open.spotify.com/playlist/6zxjyJpTMunyYCY6F7vHK1?si=8f6cTnkEQnmSrlMU8Vo6uQ) findest Du die Samstagsfolgen Klassiker-Playlist auf Spotify! Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? [**Hier findest du alle Infos & Rabatte!**](https://linktr.ee/alles_auf_aktien) Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Michael Lewis: Sazerac (coat a chilled glass with absinthe, mix 2 1/2 ounces rye, sugar, bitters and chill with ice, add to glass with a twist)Michael reveals an incredible professional connection with Steve Bannon, tells how he's recently been in touch with Sam Bankman-Fried while SBF has been incarcerated, names the key ingredients he needs to have to make a great book, describes the reaction of his boss at Salomon Brothers when he was first working on Liar's Poker and writing articles for the Wall Street Journal in the 1980s, determines who has committed the greater crime between Michael Milken and SBF, relates the filmmaking process for The Blind Side and The Big Short, and suggests which professional sports leagues you should own and which you should short. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.