Podcast appearances and mentions of Bill Ackman

The Department of Justice is asking Alphabet to sell Chrome. (00:21) Jason Moser and Ricky Mulvey discuss: - Why Apple could lose an “easy $20 billion” from Alphabet's break-up. - General Motor's big bet on electric vehicles. - Bill Ackman's hedge fund, Pershing Square, buying a 20% stake in Hertz. Then, (16:52) Robert Brokamp answers listener questions about tariffs, capital accumulation plans, and 401(k)s. Companies mentioned: GOOG, GOOGL, AAPL, GM, TSLA, HTZ Businessweek feature on GM: https://www.bloomberg.com/news/features/2025-04-14/inside-gm-mary-barra-s-35-billion-bet-on-electric-cars Host: Ricky Mulvey Guests: Jason Moser, Robert Brokamp Producer: Mary Long Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Shawn O'Malley and Daniel Mahnke break down Uber (ticker: UBER), a ubiquitous tech giant that has changed how the world travels. Uber became profitable annually for the first time in 2023, and as its user growth accelerates, the company appears to be achieving modest economies of scale, making it an increasingly attractive business. In this episode, you'll learn how Uber has scaled across the world and invested in competitors in areas it couldn't win, why Uber isn't as negatively exposed to autonomous vehicles as you might think, and why Bill Ackman invested in the company, plus so much more! Prefer to watch? Click here to watch this episode on YouTube. IN THIS EPISODE, YOU'LL LEARN Uber's playbook for global growth. Why Uber has invested in so many competitors. How Uber can actually benefit from autonomous vehicles. What it has taken for Uber to finally turn profitable. How regulatory risks are affecting the company. Why Bill Ackman invested billions in Uber. Why international growth is more profitable than U.S. growth for Uber. What is Uber's intrinsic value per share. Whether Shawn & Daniel add UBER to The Intrinsic Value Portfolio. And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Bloomberg's reporting on how Uber bypasses minimum wage restrictions. Uber's Q4 supplemental charts presentation. The New York Times' coverage of driver lockouts. Check out our previous Intrinsic Value breakdowns: AutoZone, Alphabet, Ulta, John Deere, and Madison Square Garden Sports. Check out the books mentioned in the podcast here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try Shawn's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: CFI Education TurboTax Airbnb Connect with Shawn: Twitter | LinkedIn | Email Connect with Daniel: Twitter | LinkedIn | Email HELP US OUT! Help us reach new listeners by leaving us a rating and review on Spotify! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!  Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Plus: The WSJ reports the EU delayed planned punishments for Apple and Meta as U.S. trade talks neared. And hedge-fund billionaire Bill Ackman discloses a nearly 20% stake in Hertz and floats expanding its Uber partnership. Victoria Craig hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

When we talked to former Donald Trump lawyer and confidant Michael Cohen last week, he spoke to us in a way few people can about how he's dealing — very personally — with life under this regime. You'll want to see the entire conversation, but what really struck us was his ability to look back on his own experience of misplaced loyalty (he went to prison on campaign finance charges stemming from the Stormy Daniels payoff scandal) to find lessons for us all about living bravely through this moment.We know some of you prefer reading to watching, so we're publishing text excerpts of the conversation below. If you missed our live conversation, we encourage you to watch the video above.In the public interest, we are opening this video and transcript to all. But we're also asking candidly that folks support the half dozen or so people who now write for and edit and otherwise support the work of The Ink by becoming a paying subscriber today.Take a moment to support fearless, independent reporting, and to help us keep bringing you conversations like this one. Or give a gift or group subscription.Your support allows us to open these ideas to as many people as possible, with no paywall.How do you, given what you're holding… you've held what you've dealt with what you've gone through to fight this administration what you're holding now in terms of all the knowledge and of what's happening and the same way everybody else in this stream and everybody on the stream has not gone to prison the way you have but are experiencing the blizzard of of insanity the way you are. How do you attempt to keep healthy, keep your mind, you know, working?Like, what do you, at a very practical level, because I think a lot of people are dealing with this just when they open up the news on their phone. What are you trying to do to stay sane, given all of this?The busier that I keep myself, the less I have time to think. The more time that I have to think, the worse the PTSD gets. Sleeping is a disaster because that's when your mind works overtime. I haven't had a good night's sleep in probably seven years.Remember, as of yesterday, yesterday was the seven-year anniversary of the raid on my home, the hotel room I was staying at, and my law office by the FBI that sparked this entire chaos.My journey is not a journey that is anti-Trump. I don't care if the last name was Trump, if it was Jones, if it was Smith, if it was Cohen. It makes no difference to me what the last name of the president is. My concern is for what he is doing. So I tried to take my past affection and my loyalty to him. And I have pushed that way off to the side. I don't think of this as a Trump policy. I think of it as a President Trump policy.And it may be hard for people to understand, but you know, I was incredibly close with him, 15 years basically sitting shoulder to shoulder with him, protecting him from basically everything,providing him with advice and guidance that would only benefit him, not harm him. And sometimes, as I'm watching and I can't discern the difference between yesterday and then today.And I'm wondering, where is the Michael Cohen in this inner circle? Where is the Michael Cohen in this administration? To say to him, before he announces this willy-nilly, self-inflicted tariff policy stupidity, “Mr. President, you can't do this. Let me just give you my prediction on how this is going to end up. You, of course, you're gonna do whatever you want, but let me give you my prediction.”I did that in 2017 after Steve Miller, the immigration ban, which was really a Muslim ban. And I was in the office shortly thereafter, like a day or so, and he asked me what I thought because they were intending on doing a second round of it. And I said, “Mr. President, can I speak freely?”He goes, yeah.I said, “You're f*****g crazy.” Just like that, in his office.Are you f*****g kidding me? You know I have hundreds of friends who are Muslim, right? Some of whom are my best friends since 1984.So I said, “You're basically telling them they have to leave the country. How is it possible that you think it's OK to ban an entire religion from the country if it has to do with just Somalia? OK, I understand that. But you can't make it this broad.” And he took my advice to heart. And that's why you didn't see a 2.0.There is no Michael Cohen there. And sometimes based upon my loyalty that I had in my relationship that I had to him going back to like 2005, I sometimes I almost feel like I want to pick up the phone, call him and say, “What the f**k are you doing? Why? Knock it off. Do something that will give you a legacy that future generations with the last name Trump will be proud of. Not wrecking the global economy. Who gives a s**t if Xi Jinping comes on his f*****g knees begging to you, begging you for forgiveness? How does that benefit Trump? Your legacy, how does that benefit the American people? How does it benefit future generations?”It does not. And that's the problem. This entire group of enablers — they're only worried about themselves. This is all.Do you think you could break through to him in some way because of that history of loyalty in spite of everything that's happened? If you made that call, do you think it would go anywhere?Today?Today?No, I don't think he would even take the call. I don't think he would even take the call.If the two of us were sitting in a room, just us, and we both were able to lower the fences that we have built around us to protect ourselves from each other. Yeah, I'm certain he would have listened. It wouldn't have taken a Bill Ackman or a Jamie Dimon to get him to reverse what he was doing here.Because somebody breathed into his ear this notion that these tariffs are going to be great for him. It's gonna be a major win. And ultimately, America will be better off for it. It's gonna bring back manufacturing. No, it's not.We're never going back to being a manufacturing country. Too expensive in this country to manufacture. Other countries do it better and much cheaper.And so these are the struggles that I live with. I live with anger. I live with sadness. I live with confusion. I live with yesterday being in solitary confinement with no food, no ability to shower, no change of clothing for 51 days, or my 13 months in Otisville, the unconstitutional remand, when they first took me, because I refused to sign a counterfeit document. Imagine how far Bill Barr's administration, his Department of Justice, went in order to unconstitutionally remand me.They gave me a document that doesn't exist, that they wrote specifically for me. And when the very first paragraph is a massive First Amendment constitutional violation because I refuse to sign that document, I was handcuffed, shackled, stripped out, put into a paper jumpsuit, put into a freezer for three hours to the point I thought my teeth were gonna fall out of my jaw because I was so cold and my jaw was rattling so hard, I thought my teeth were gonna break. I've never felt cold like that before.And then to be transported back to Otisville to be put back into solitary until, thank God, a million times for Judge Alvin K. Hellerstein and my attorney, Danya Perry, who filed that habeas corpus, and the judge determined it was retaliatory and a violation of my First Amendment, constitutional rights. A federal court judge had to enjoin the United States government, the DOJ, the Attorney General, from continuing to violate my constitutional rights?How does something like this even happen? So for me, this is what unfortunately is on the loop that exists in my brain all the time.It's what I wrote in my whole book. Revenge talks about this. And that's why I think it's important for me to continue to speak up so that it never happens to anyone else ever again.That's almost the journey that unfortunately my life has taken me into. And I'm willing to accept it.Well, I know everybody watching this joins me in feeling immensely grateful for your truth-telling voice now and sorry for what you have to go through every day, not just in the limelight, but just in your own life and the quiet of your own life to do that.We are seeing in real time the opposite, generally in this society, a society with no bravery, no courage, people capitulating left and right. So it almost is like an alien phenomenon when you see someone who's willing to tell the truth, willing to stand up.As you can see from all the hearts there, a lot of people are very grateful. So thank you. Always appreciate talking to you, and always appreciate your voice, and take care of yourself.Watch the entire show, with philosopher Olufemi O. Taiwo joining Anand and Michael Cohen, at the link below.And you'll also want to see the powerful town hall Cohen hosted last night with Jim Acosta. It's not to be missed.A programming note: More Live conversations next weekWe're on the road this week, so we'll be taking a break from our regularly scheduled Live conversations. We'll be back next week with some very special guests. On Tuesday, April 22, at 12:30 p.m. Eastern, we'll talk with the economist Dani Rodrik. And on Wednesday, April 23, at 1:00 p.m. Eastern, we'll be speaking with the writer, lawyer, and former Secretary of Labor Robert Reich. You won't want to miss either one, so mark your calendars now!To join and watch, download the Substack app (click on the button below) and turn on notifications — you'll get an alert that we're live, and you can watch from your iOS or Android mobile device. And if you haven't already, subscribe to The Ink to access full videos of past conversations and to join the chat during our live events.Readers like you make The Ink possible and keep it independent. If you haven't already joined us, sign up today for our mailing list, support our work, and help build a free and fearless media future by becoming a paying subscriber. And if you're already a part of our community, thank you! And we'd appreciate it if you'd consider giving a subscription to The Ink as a gift. Or consider sharing a group subscription with family and friends. Or pick up a mug, tote bag, or T-shirt! We appreciate it. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit the.ink/subscribe

Sam hopped back on with his manager and business partner, Jaron Lowenstein, to discuss current events and answer some of the questions you all submitted on Substack. By far the most common feedback we hear from you guys is the following: “We want more from Sam.” So that's what we're trying to bring you with this new series, “More From Sam.” Sam and Jaron discuss community in the absence of religion, whether you should lie to your children about the existence of Santa Claus, Bill Ackman's response to Trump's tariff reversal, Douglas Murray's appearance on Joe Rogan's podcast, the deportation of Kilmar Abrego Garcia, Bill Maher's visit to the White House, and other topics. Produced by Griffin Katz If the Making Sense podcast logo in your player is BLACK, you can SUBSCRIBE to gain access to all full-length episodes at samharris.org/subscribe. Learning how to train your mind is the single greatest investment you can make in life. That's why Sam Harris created the Waking Up app. From rational mindfulness practice to lessons on some of life's most important topics, join Sam as he demystifies the practice of meditation and explores the theory behind it.

Hertz (HTZ) went into bankruptcy in 2020 before emerging out of it later on. During Wednesday's trading, the rental car company rallied more than 50% following news that activist investor Bill Ackman, with Pershing Square, bought a big stake. Ackman's company owns approximately 4% of Hertz. George Tsilis talks about what drove Ackman to the stock, along with the debt and competition growth headwinds it faces.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

China has vowed to take firm and necessary countermeasures in response to the United States' escalating tariff threats, reaffirming its commitment to defending national interests while upholding the stability of the global trade system.中国发誓将采取坚决必要措施，以应对美国不断升级的关税威胁，重申其维护国家利益和维护全球贸易体系稳定的决心。Analysts said that China's move sent a strong signal to the international community of rejecting unilateralism and joining efforts to safeguard multilateral trade rules.分析人士表示，中国此举向国际社会发出强烈信号，表明中国反对单边主义，携手维护多边贸易规则。They noted that Beijing retains ample policy tools to respond, including raising tariffs on US energy and agricultural imports, as well as further expanding export controls on critical minerals such as rare earth elements. These targeted actions are expected to increase pressure on Washington and could pave the way for a return to rational negotiations, they added.他们指出，北京方面拥有充足的政策工具来应对，包括提高对美国能源和农产品进口的关税，以及进一步扩大对稀土元素等关键矿产的出口管制。他们补充说，这些有针对性的行动预计将加大对华盛顿的压力，并可能为恢复理性谈判铺平道路。"China will resolutely take countermeasures to safeguard its rights and interests, should the United States escalate its tariff measures," the Ministry of Commerce said in a statement on Tuesday, hours after the US threatened to impose a further 50 percent tariff on China if Beijing does not withdraw its 34 percent counter-tariff.中国商务部周二在一份声明中表示：“如果美国升级关税措施，中方将坚决采取反制措施，维护自身权益。”此前数小时，美国威胁称，如果北京不撤销已加征的34%反制关税，将对中国进一步加征50%的关税。US President Donald Trump signed an executive order on April 2 regarding the so-called "reciprocal tariffs", imposing a 10 percent "baseline tariff" and higher rates on certain trading partners.美国总统唐纳德·特朗普于4月2日签署了一项关于所谓“对等关税”的行政命令，决定对部分贸易伙伴征收10%的“基准关税”，并提高其税率。Last week, Beijing adopted an array of countermeasures, including an additional 34 percent tariff on US imports, following a decision by the US to impose an additional 34 percent tariff on Chinese imports.上周，继美国决定对中国进口产品加征34%的关税后，北京方面采取了一系列反制措施，包括对美国进口产品加征34%的关税。"The US' tariff escalation threat against China compounds its mistake and further exposes its nature of blackmail, which China will never accept," the ministry said. "China will fight till the end if the US is bent on going down the wrong path."中国商务部表示：“美方对华升级关税威胁加剧了其错误，进一步暴露了其讹诈本质，中方绝不接受。如果美方执意沿着错误的路走下去，中方将坚决斗争到底。”Analysts believe that the set of forceful and targeted countermeasures that Beijing has taken showed that it has ample tools at its disposal, especially against sectors and companies that are priorities for the Trump administration, and where China's dependence is not significant.分析人士认为，北京方面采取的一系列强硬且有针对性的反制措施表明，其拥有充足的反制手段，尤其针对特朗普政府重点关注、而中国对美依赖程度不高的行业和企业。The energy and agricultural sectors that Trump hopes to bolster are also the primary industries in some US states. Intensifying sanctions on these sectors would therefore heighten domestic pressure on the Trump administration, said Luo Zhiheng, chief economist at Yuekai Securities.特朗普希望加强的能源和农业部门，也是美国一些州的主要产业。因此，粤开证券首席经济学家罗志恒表示，加大对这些行业的制裁力度将加剧特朗普政府的国内压力。Luo said that China can consider extending export restrictions to potentially include lighter rare earth elements like lanthanum and cerium, as the US is highly dependent on such Chinese imports.罗志恒表示，中国可以考虑扩大出口限制，可能将镧和铈等较轻的稀土元素也纳入其中，因为美国高度依赖中国进口稀土元素。"The trade war this time is not one that can easily be settled through concessions," Luo said. "China must take firm and resolute countermeasures to defend its interests, which will then compel the US to come back to the negotiating table."“这次的贸易战不是一场能轻易通过让步解决的贸易战，”罗志恒表示，“中国必须采取坚决有力的反制措施，捍卫自身利益，从而迫使美国重返谈判桌。”The US saw widespread protests over the weekend that in part opposed the Trump administration's aggressive tariff policies, which are seen as inflicting real economic pain on households and businesses across the country.上周末，美国爆发了大规模抗议活动，部分原因是抗议特朗普政府激进的关税政策，这些政策被认为给美国各地的家庭和企业带来了实质性经济伤害。Steve Lamar, president and CEO of the American Apparel & Footwear Association, said in a statement last week, "To be clear, tariffs are taxes borne by the American companies that import the goods and the hardworking American families that buy those goods."美国服装和鞋类协会主席兼首席执行官史蒂夫·拉马尔上周在一份声明中表示：“明确地说，关税是由进口商品的美国公司和购买这些商品的辛勤工作的美国家庭承担的税款。”"Tariffs will significantly increase the cost of manufacturing in the US, and, when paired with the retaliatory tariffs that will surely come, will undermine US export opportunities as well," Lamar said.“关税将大幅增加美国制造业的成本，再加上必然会采取的报复性关税，还将损害美国的出口机会。”拉马尔说道。China's potent countermeasures don't mean that a trade war is the only way forward, as Beijing stands ready to talk with Washington.中国的强硬反制措施并不意味着贸易战是唯一的出路，北京随时准备与华盛顿对话。China urges the US to immediately correct its wrongdoing, cancel all unilateral tariff measures against China, stop its economic and trade suppression, and settle differences with China properly through dialogue on an equal footing and on the basis of mutual respect, the Commerce Ministry said.中国商务部表示，中方敦促美方立即纠正错误做法，取消所有针对中国的单边关税措施，停止其经贸打压，并在平等和相互尊重的基础上通过对话妥善解决与中方的分歧。Beijing is not alone in facing the Trump administration's "Liberation Day" tariffs. The White House has dragged its own long-standing allies into the fray, including imposing additional tariffs as high as 20 percent on imports from the European Union, 25 percent on imports from South Korea and 24 percent on imports from Japan.北京并非唯一面临特朗普政府“解放日”关税的国家。白宫将其长期盟友拖入战局，包括对欧盟进口产品征收高达20%的额外关税，对韩国进口产品征收高达25%的额外关税，对日本进口产品征收高达24%的额外关税。"By placing massive and disproportionate tariffs on our friends and our enemies alike and thereby launching a global economic war against the whole world at once, we are in the process of destroying confidence in our country as a trading partner, as a place to do business and as a market to invest capital," said Bill Ackman, a hedge fund titan who endorsed Trump's run for president.支持特朗普竞选总统的对冲基金巨头比尔·阿克曼表示：“通过对我们的朋友和敌人征收巨额且不成比例的关税，从而同时向全世界发动一场全球经济战，我们正在摧毁人们对我国作为贸易伙伴、经商环境和投资市场的信心。”"We will severely damage our reputation with the rest of the world that will take years and potentially decades to rehabilitate," Ackman said in a post on social media platform X.阿克曼在社交媒体平台X上发帖称：“这将严重损害我们在世界其他国家的声誉，需要数年甚至数十年才能恢复。”Ma Guangyuan, a senior economist, said the era of the US calling the shots and forcing countries to choose sides is over, as the US-led trade system is falling apart. However, this does not mean the end of free trade itself, as the global community still recognizes the benefits of open economic cooperation, Ma said.资深经济学家马光远表示，美国发号施令、迫使各国选边站队的时代已经结束，美国主导的贸易体系正在崩溃。然而，这并不意味着自由贸易本身的终结，因为国际社会仍然认同开放经济合作的益处。"Economics will triumph over politics and free trade will overcome hegemony," Ma added. "China can seize this chance to broaden its circle of friends and jointly foster a new trade framework on the foundation of equality, freedom and mutual benefits with other economies."“经济将战胜政治，自由贸易将战胜霸权，”马光远补充道。“中国可以抓住这个机会，扩大‘朋友圈'，与其他经济体共同构建一个在平等、自由、互利基础上的新型贸易框架。”High-ranking officials from Italy, Portugal and France, as well as the European commissioner for trade and economic security, visited China in late March. Around the same time, South Korea and Japan agreed to accelerate negotiations with China on the stalled trilateral free trade agreement.意大利、葡萄牙和法国的高级官员以及欧盟贸易和经济安全事务专员于3月底访华。与此同时，韩国和日本同意加快与中国就陷入僵局的三边自由贸易协定进行谈判。"Our championing of free trade is not just a response to US aggression, but a strategic initiative to guide the development of the multilateral system in a direction that benefits all," said Mei Xinyu, a researcher at the Chinese Academy of International Trade and Economic Cooperation.中国国际贸易经济合作研究院研究员梅新育表示。“中国倡导自由贸易不仅是对美国侵略行为的回应，更是引导多边体系朝着惠及各方方向发展的战略举措，”"The US' blanket, across-the-board imposition of high tariffs this time might end up uniting all the affected economies into a shared marketplace that could potentially dwarf the size of the US market," Mei said.梅新育说：“美国此次全面征收高额关税，最终可能会将所有受影响的经济体联合成一个共享市场，这可能会使美国市场的规模相形见绌。”countermeasuresn.反制措施baseline tariffn.基线关税unilateralismn.单边主义blackmailn.讹诈；威胁disproportionate tariffs不成比例的关税economic coercionn.经济胁迫

Some of Donald Trump's most prominent billionaire backers have begun sounding the alarm on the tariffs that have roiled markets. JP Morgan Chase CEO Jamie Dimon warned they could have lasting negative consequences and impact America's long-term economic alliances and the global economy.  Meanwhile, hedge fund manager Bill Ackman, who endorsed Donald Trump's run for president, warned the country was "heading for a self-induced, economic nuclear winter,” and said business leaders were losing confidence in Trump. Even Elon Musk has expressed reservations about whether the tariffs are all that advisable. Guest host Aaron Maté and Americans' comedian Kurt Metzger discuss whether maybe the tariffs are actually good if they're upsetting members of the billionaire class. Plus segments on Trump announcing direct nuclear talks with Iran, Trump and Netanyahu lying openly about Gaza, a top Russian official crediting Trump with averting World War III and GOP Senator Bill Cassidy of Louisiana slipping up and admitting he wants to cut Medicare. Also featuring Mike MacRae, Dennis Kucinich and Malcolm Fleschner. Plus a phone call from Andrew Cuomo!

È online il nuovo episodio del podcast, dedicato a un tema che ha scosso i mercati finanziari negli ultimi giorni. Dopo l'annuncio dei dazi reciproci voluti da Donald Trump, con tariffe elevate su merci provenienti dalla Cina e dall'Unione Europea, le Borse mondiali hanno subito perdite consistenti, con cali tra il 6% e il 10%. Una mossa che molti avevano inizialmente interpretato come una semplice tattica di negoziazione si sta rivelando invece parte di una strategia più ampia di stampo protezionistico, volta a tutelare l'industria americana. Le reazioni non si sono fatte attendere e tra i critici più espliciti troviamo anche personalità del calibro di Bill Ackman e Ken Griffin, che hanno espresso forti perplessità sugli effetti di queste misure.Nel podcast di oggi provo a fare il punto sulla situazione e a condividere qualche riflessione su come affrontare momenti come questi. Perché è nei momenti di maggiore incertezza che diventa fondamentale non lasciarsi guidare né dall'avidità né dalla paura. Chi investe da tempo lo sa bene: le fasi di turbolenza sono fisiologiche e, se si ha un portafoglio ben diversificato e un orizzonte temporale coerente, l'ultima cosa da fare è reagire impulsivamente. Operare in modo caotico è uno dei metodi più rapidi per compromettere risultati costruiti con fatica nel tempo. Al contrario, è proprio in questi frangenti che diventa essenziale attenersi a un piano e avere una strategia chiara. Se stai investendo o stai pensando di iniziare, ti invito ad ascoltare l'episodio per approfondire insieme cosa sta succedendo, quali scenari si possono aprire e soprattutto quale atteggiamento adottare per affrontare tutto questo con maggiore consapevolezza. 

Monday was a disorienting up-and-down day for the markets. Obviously, the markets are nervous about tariffs, but what could ease their nerves and speed the transition to reviving American manufacturing? Andrew and Blake react to comments by Bill Ackman, and then E.J. Antoni of the Heritage Foundation explains how the Trump Administration could reassure business owners with slight tweaks to its tariff strategy. Watch ad-free on members.charliekirk.com!Support the show: http://www.charliekirk.com/supportSee omnystudio.com/listener for privacy information.

The New Abnormal hosts Danielle Moodie and Andy Levy say MAGA billionaires like Bill Ackman can't act shocked by the Trump administration's economic policies when the president ran on them. Then, The Bulwark editor Jonathan V. Last discusses why he believes the American-led world order is over. Plus, Semafor finance and business editor Liz Hoffman talks about why Wall Street is suddenly panicking about Trump's economic agenda. Hosted on Acast. See acast.com/privacy for more information.

Episode 556: Neal and Toby dive into how a single post on X about a tariff pause set the markets ablaze while the White House denies the credibility of the post. Then, Jamie Dimon, Bill Ackman, and other Wall St. big heads are publicly expressing their concerns about the tariff-induced market wipeout. Plus, a pivotal NCAA settlement case out in California could fundamentally change how athletes are paid by their schools for NIL. Meanwhile, Toby looks at the trend of metal braces making a comeback.  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. Checkout TaxAct for more! Listen to Morning Brew Daily Here: https://link.chtbl.com/MBD Watch Morning Brew Daily Here: https://www.youtube.com/@MorningBrewDailyShow 00:00 - Nintendo President named… Bowser? 2:15 - One post = market madness 7:00 - CEOs have a warning 10:30 - NCAA game changing case 17:30 - Toby Trends: Braces 20:00 - Sprint Finish! Learn more about your ad choices. Visit megaphone.fm/adchoices

Monday was a disorienting up-and-down day for the markets. Obviously, the markets are nervous about tariffs, but what could ease their nerves and speed the transition to reviving American manufacturing? Andrew and Blake react to comments by Bill Ackman, and then E.J. Antoni of the Heritage Foundation explains how the Trump Administration could reassure business owners with slight tweaks to its tariff strategy. Watch ad-free on members.charliekirk.com!Support the show: http://www.charliekirk.com/supportSee omnystudio.com/listener for privacy information.

In this episode of Purple Political Breakdown, we dive into the latest storm of controversies and policy shifts from the Trump administration. Attorney General Pam Bondi pushes back against claims that Trump would ignore Supreme Court rulings, while defending the flood of lawsuits challenging his executive authority. We also unpack the administration's aggressive crackdown on elite universities over pro-Palestinian protests, freezing hundreds of millions in federal funds and launching a broader war on DEI programs, academic freedom, and even student visa holders.Meanwhile, Elon Musks short-lived role in government appears to be winding down, as his Department of Government Efficiency slashes jobs but stirs skepticism about its achievements. On the economic front, Trumps sweeping new tariffs are sparking global retaliation, market crashes, and growing fears of a recessionwith JPMorgan raising the odds to 60%. The S&P 500 tumbles into bear territory, and even major Trump allies like Bill Ackman sound the alarm over what they call an economic nuclear winter.We also track escalating immigration drama as the Supreme Court steps in to halt a wrongful deportation, a measles outbreak tests the credibility of Health Secretary RFK Jr., and protests erupt nationwide in the largest anti-Trump demonstrations since his return to office. From DEI battles and trade wars to health crises and legal chaos, this episode breaks it all downno spin, just facts and analysis.https://linktr.ee/purplepoliticalbreakdown

In this episode of Purple Political Breakdown, we dive into the latest storm of controversies and policy shifts from the Trump administration. Attorney General Pam Bondi pushes back against claims that Trump would ignore Supreme Court rulings, while defending the flood of lawsuits challenging his executive authority. We also unpack the administration's aggressive crackdown on elite universities over pro-Palestinian protests, freezing hundreds of millions in federal funds and launching a broader war on DEI programs, academic freedom, and even student visa holders.Meanwhile, Elon Musk's short-lived role in government appears to be winding down, as his Department of Government Efficiency slashes jobs but stirs skepticism about its achievements. On the economic front, Trump's sweeping new tariffs are sparking global retaliation, market crashes, and growing fears of a recession—with JPMorgan raising the odds to 60%. The S&P 500 tumbles into bear territory, and even major Trump allies like Bill Ackman sound the alarm over what they call an “economic nuclear winter.”We also track escalating immigration drama as the Supreme Court steps in to halt a wrongful deportation, a measles outbreak tests the credibility of Health Secretary RFK Jr., and protests erupt nationwide in the largest anti-Trump demonstrations since his return to office. From DEI battles and trade wars to health crises and legal chaos, this episode breaks it all down—no spin, just facts and analysis.https://linktr.ee/purplepoliticalbreakdown

Morse code transcription: vvv vvv Donald Trump threatens new 50 tariffs on China What can Keir Starmer do in a world buffeted by Donald Trump First baby born in UK to woman with transplanted womb Billionaire Trump backer Bill Ackman warns of economic nuclear winter over tariffs Madonna and Elton John bury hatchet after lip sync feud Trump says US in direct nuclear talks with Iran King Charles and Queen Camilla arrive in Italy for state visit Newspaper headlines New China tariff threat and gift of life Celebrity Big Brother Michael Fabricant, Chris Hughes, Mickey Rourke and Patsy Palmer in house Mum run over trying to get on bus that left early

Mit seiner Zollpolitik stürzt Donald Trump das Land und die Welt in die Krise. Die Aktienmärkte brechen ein, Billionen Dollar werden innerhalb von nur wenigen Tagen vernichtet. Für viele Amerikaner:innen bedeutet das nicht nur eine unsicherere, sondern auch eine ärmere Zukunft. Immer mehr Menschen wollen sich den Wahnsinn Donald Trumps und seiner Gefolgsleute nicht mehr gefallen lassen. Am Wochenende gehen Millionen gegen den Präsidenten und seine erratische Politik auf die Straße. Auch aus der Wirtschaft und sogar aus dem republikanischen Establishment kommt scharfe Kritik. Ist der Widerstand, auf den die Welt seit Wochen gewartet hat, nun endlich erwacht? Und was kann er bewirken? Kann er Donald Trump stoppen? Darüber sprechen wir in dieser Folge von "Bei Burger und Bier". Viel Spaß beim Hören!   Die Dinge verändern sich schnell. Nachdem wir mit unserer Aufnahme fertig waren, haben sich gleich mehrere wichtige Wirtschaftsvertreter gemeldet und Trumps Zollpolitik kritisiert. Der Milliardär, Hedge-Fonds-Manager und Trump-Unterstützer Bill Ackman schrieb auf X, die Zölle kämen einem "wirtschaftlichen Atomkrieg" gleich. Jamie Dimon, der Chef von JPMorgan Chase, der größten Bank der Welt, warnte vor Inflation und einer möglichen Rezession. Und er schickte gleich noch eine düstere Warnung hinterher: "Wirtschaftliche Kriegsführung hat in der Vergangenheit zu militärischer Kriegsführung geführt."   Der Oberste Gerichtshof entschied am Montag, dass die Trump-Regierung mutmaßliche Gang-Mitglieder vorerst weiterhin unter Verwendung des sogenannten "Alien Enemies Act" abschieben darf, dessen Anwendung eigentlich für Zeiten des Kriegs und feindlicher Invasionen gedacht ist. Trump begrüßte die Entscheidung. Außerdem stoppte der oberste Bundesrichter, John Roberts, vorerst die Rückführung eines Mannes, der fälschlicherweise in eine berüchtigte Massenhaftanstalt in El Salvador abgeschoben wurde (mehr du den Abschiebungen findet ihr in unserer letzten Folge: "Trump vs. Gerichte"). Und das, obwohl sogar die Trump-Regierung zugegeben hat, dass es sich bei der Abschiebung um einen "Verwaltungsfehler" gehandelt habe. Der Mann, Kilmar Armando Abrego Garcia aus Maryland, muss vorerst in El Salvador bleiben, bis sich der Supreme Court ausführlicher mit dem Fall befassen kann.   Wenn ihr Fragen oder Anregungen habt, oder einfach nur was loswerden wollt, schreibt uns! beiburgerundbier@gmailcom      

Morse code transcription: vvv vvv Madonna and Elton John bury hatchet after lip sync feud Newspaper headlines New China tariff threat and gift of life Donald Trump threatens new 50 tariffs on China Billionaire Trump backer Bill Ackman warns of economic nuclear winter over tariffs First baby born in UK to woman with transplanted womb Trump says US in direct nuclear talks with Iran King Charles and Queen Camilla arrive in Italy for state visit Mum run over trying to get on bus that left early Celebrity Big Brother Michael Fabricant, Chris Hughes, Mickey Rourke and Patsy Palmer in house What can Keir Starmer do in a world buffeted by Donald Trump

Morse code transcription: vvv vvv Billionaire Trump backer Bill Ackman warns of economic nuclear winter over tariffs King Charles and Queen Camilla arrive in Italy for state visit Madonna and Elton John bury hatchet after lip sync feud Mum run over trying to get on bus that left early Celebrity Big Brother Michael Fabricant, Chris Hughes, Mickey Rourke and Patsy Palmer in house What can Keir Starmer do in a world buffeted by Donald Trump Trump says US in direct nuclear talks with Iran Newspaper headlines New China tariff threat and gift of life First baby born in UK to woman with transplanted womb Donald Trump threatens new 50 tariffs on China

Après trois jours de chute libre sur les marchés boursiers, les grands noms de la finance sonnent l'alarme. Bill Ackman, Elon Musk, Jamie Dimon…, tous dénoncent la guerre commerciale déclenchée par Trump. Mais le président, lui, s'en fiche et il fonce. Pendant des années, Wall Street a fermé les yeux. Tant que les baisses d'impôts, la déréglementation et les petits tweets rageurs de Donald Trump faisaient grimper le Dow Jones, tout allait bien. Mais voilà que l'idylle se fissure. Pire encore, elle explose en plein vol. C'est vrai que depuis son retour à la Maison-Blanche, Trump semble avoir confondu politique économique avec kamikaze tarifaire. Le 2 avril dernier, il a donc lancé son jour de libération en décrétant des droits de douane massifs contre tout ce qui bouge : la Chine, le Mexique, le Canada et même ses soi-disant, anciens alliés ou amis comme l'Europe. Le résultat ? Trois jours de carnage boursier, un Nasdaq à genoux et un Wall Street en panique. Le réveil est donc brutal, surtout pour ceux qui pensaient avoir voté pour un businessman éclairé. Bill Ackman, par exemple, qui est un gourou financier aux États-Unis et un ex-héros du mouvement Anti-woke, résume très bien le malaise. Je le cite "Ce n'est pas pour cela que nous avons voté ". Traduction : on voulait un président pro business et pas un saboteur des marchés financiers. Et dans les coulisses, c'est d'ailleurs aussi la panique… Mots-Clés : sondage, confidentiel, Yale, grands patrons, Pfizer, Dell, JP Morgan, alarme, bourse, zone, libre échange, Europe. Milton Friedman, vidéo vintage, appui, Stan Druckenmiller, figure mythique, marchés financiers, lâche, Jimmy Diamond, JP Morgan, Dan Ivey, stratège technologique, Armageddon, Silicon Valley, méthode Coué, chute des cours, purge, retraités américains, portefeuilles, milliardaire, pyromane, pompier, instincts protectionnistes, illusion, acides, crash, fake news, réfuter, connerie, bêtise, énergie, la loi d'Alberto Brandolini. Alberto Brandolini, informaticien italien, sagesse, formaliser, analyste, quotidien, vérité, preuves, argumentaire, mensonge, conviction, micro, caméra, orfèvre. --- La chronique économique d'Amid Faljaoui, tous les jours à 8h30 et à 17h30. Merci pour votre écoute Pour écouter Classic 21 à tout moment i: https://www.rtbf.be/radio/liveradio/classic21 ou sur l'app Radioplayer Belgique Retrouvez tous les épisodes de La chronique économique sur notre plateforme Auvio.be :https://auvio.rtbf.be/emission/802 Et si vous avez apprécié ce podcast, n'hésitez pas à nous donner des étoiles ou des commentaires, cela nous aide à le faire connaître plus largement. Découvrez nos autres podcasts : Le journal du Rock : https://audmns.com/VCRYfsPComic Street (BD) https://audmns.com/oIcpwibLa chronique économique : https://audmns.com/NXWNCrAHey Teacher : https://audmns.com/CIeSInQHistoires sombres du rock : https://audmns.com/ebcGgvkCollection 21 : https://audmns.com/AUdgDqHMystères et Rock'n Roll : https://audmns.com/pCrZihuLa mauvaise oreille de Freddy Tougaux : https://audmns.com/PlXQOEJRock&Sciences : https://audmns.com/lQLdKWRCook as You Are: https://audmns.com/MrmqALPNobody Knows : https://audmns.com/pnuJUlDPlein Ecran : https://audmns.com/gEmXiKzRadio Caroline : https://audmns.com/WccemSkAinsi que nos séries :Rock Icons : https://audmns.com/pcmKXZHRock'n Roll Heroes: https://audmns.com/bXtHJucFever (Erotique) : https://audmns.com/MEWEOLpEt découvrez nos animateurs dans cette série Close to You : https://audmns.com/QfFankxDistribué par Audiomeans. Visitez audiomeans.fr/politique-de-confidentialite pour plus d'informations.

Bill Cohan joins Peter for a sobering discussion of Trump's trade war and its discontents: Bill Ackman, warning of an “economic nuclear winter”; Jamie Dimon, sending panicked smoke signals to the White House; Larry Fink, predicting an imminent recession; and many more. Then they turn to the meltdown in the crypto market, the decline in consumer confidence, and what comes next. To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices

Morse code transcription: vvv vvv What can Keir Starmer do in a world buffeted by Donald Trump Newspaper headlines New China tariff threat and gift of life First baby born in UK to woman with transplanted womb King Charles and Queen Camilla arrive in Italy for state visit Celebrity Big Brother Michael Fabricant, Chris Hughes, Mickey Rourke and Patsy Palmer in house Madonna and Elton John bury hatchet after lip sync feud Donald Trump threatens new 50 tariffs on China Mum run over trying to get on bus that left early Trump says US in direct nuclear talks with Iran Billionaire Trump backer Bill Ackman warns of economic nuclear winter over tariffs

Trump déclenche une tempête économique… et ses soutiens prennent peur.Ils savaient. Ils ont soutenu. Maintenant, ils paniquent.Dans cette vidéo, on revient sur les récentes décisions de Donald Trump en matière de tarifs douaniers. Objectif affiché : protéger l'industrie américaine. Mais cette fois, même ses alliés les plus fidèles – Elon Musk, Bill Ackman… – commencent à sérieusement douter.On parle ici d'un krach boursier déclenché par décision politique. Une première.Distribué par Audiomeans. Visitez audiomeans.fr/politique-de-confidentialite pour plus d'informations.

Last week, U.S. stocks lost $6.6 trillion in value during a two-day washout after President Trump announced large tariffs on countries around the world. As markets continue to swing, Wall Street leaders are speaking out, including billionaire investor Bill Ackman and JPMorgan Chase executive Jamie Dimon. Host Kate Linebaugh talks with Gregory Zuckerman about the market chaos and how investors are responding.  Further Listening: -Trump's Tariffs Force a New Era in Global Trade  -Trump 2.0: Trade Wars and Deportation Battles  Sign up for WSJ's free What's News newsletter . Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus, billionaire investor Bill Ackman calls for a 90-day pause on the implementation of reciprocal tariffs. And Israeli Prime Minister Benjamin Netanyahu is set to be the first world leader to hold in-person talks with Trump about the tariffs. Kate Bullivant hosts. Sign up for WSJ's free What's News newsletter.  Learn more about your ad choices. Visit megaphone.fm/adchoices

In today's episode:The Dodgers visit the White House and Trump makes clowns of California's illegitimate senatorsNews of the beginning of Trump and America's birthday celebrations"King" Charles' creepy hands get creepier while playing a carrot-fluteThe communists hold nationwide marches as hippies relive their glory yearsJames Carville is backwards about NazisThe system's displayed instability is a feature, not a bug, as the system's dependence on America becomes obviousMarkets crash and then rebound and the media's explanations are nonsenseTrump says the weak and stupid have created the Panican political party, but is it just the Uniparty?Elon Musk expresses opposition to the admin's trade agenda - true separation or leading the tech billionaires to their doom?Bill Ackman argues on behalf of the Regime while claiming patriotismTrump says we have a trillion-dollar trade deficit with China, but is China standing in as an avatar of the global Evil Twin?Ursula Von Der Leyen is negotiating backwardsThe possibility of a true accounting of the US bitcoin holdingsA North Carolina court sets the stage for the overturning of an electionState attorneys general file a lawsuit hypocritically contesting Trump's Elections EO.Connect with Be Reasonable: https://linktr.ee/imyourmoderatorLinks, articles, ideas - follow the info stream at t.me/veryreasonableHear the show when it's released. Become a paid subscriber at imyourmoderator.substack.comVisit the show's sponsors:Diversify your assets into Bitcoin: https://partner.river.com/reasonableDiversify your assets into precious metals: reasonablegold.comJoin the new information infrastructure - get Starlink: https://www.starlink.com/residential?referral=RC-1975306-67744-74Other ways to support the work:ko-fi.com/imyourmoderatorDonate btc via coinbase: 3MEh9J5sRvMfkWd4EWczrFr1iP3DBMcKk5Make life more comfortable: mypillow.com/reasonableMerch site:https://cancelcouture.myspreadshop.com/https://cancelcouture.comFollow the podcast info stream: t.me/veryreasonableYouTube: https://www.youtube.com/@imyourmoderatorOther social platforms: Truth Social, Gab, Rumble, or Gettr - @imyourmoderator Become a member at https://plus.acast.com/s/be-reasonable-with-your-moderator-chris-paul. Hosted on Acast. See acast.com/privacy for more information.

Let's look at today's hot topics! Take Control of Your Retirement! Shield your savings from market risks with a Self-Directed IRA. ⁠https://www.colonialmetalsgroup.com/rtd⁠ or call 888-521-2448 to speak with the professionals today.Get the latest news and updates directly from RTD News: http://rtd.news✅Turn your fading dollars into real value — get affordable, spendable 24K GoldNotes now!

Bill Ackman, uno de los principales respaldos de Trump en el mundo financiero, instó al presidente a tomarse tres meses para que los países renegocien sus relaciones comerciales con EE.UU.

Your morning briefing, the business news you need in just 15 minutes.On today's podcast:(1) A flight from global equities accelerated Monday and investors piled into haven assets as the fallout from US President Donald Trump’s tariffs deepened after China announced retaliatory measures.(2) President Donald Trump and his economic team dismissed investors’ fears of inflation and recession, offering no apologies for the market turmoil sparked by sweeping global tariffs and defiantly insisting a boom is on the horizon.(3) China’s objections to new US tariffs stalled a deal to sell off TikTok and keep it operating in the US, President Donald Trump said Sunday.(4) Bill Ackman and Stanley Druckenmiller slammed President Donald Trump’s decision to launch expansive global tariffs, which have plunged markets into chaos.(5) UK Prime Minister Keir Starmer said he’ll announce measures this week to support Britain’s economy and businesses amid the threat posed by Donald Trump’s tariffs.(6) Finance ministers from Italy and Spain cautioned against too aggressive a response to US President Donald Trump’s tariffs, underscoring the European Union’s divide on the matter.See omnystudio.com/listener for privacy information.

Your morning briefing, the business news you need in just 15 minutes.On today's podcast:(1) European stocks plunged, dropping to the lowest since December 2023 on the back of Donald Trump’s tariff announcements, with Germany’s DAX Index falling as much as 10%. (2) President Donald Trump and his economic team dismissed investors’ fears of inflation and recession, offering no apologies for the market turmoil sparked by sweeping global tariffs and defiantly insisting a boom is on the horizon. (3) China’s objections to new US tariffs stalled a deal to sell off TikTok and keep it operating in the US, President Donald Trump said Sunday. (4) Bill Ackman and Stanley Druckenmiller slammed President Donald Trump’s decision to launch expansive global tariffs, which have plunged markets into chaos.(5) UK Prime Minister Keir Starmer said he’ll announce measures this week to support Britain’s economy and businesses amid the threat posed by Donald Trump’s tariffs.(6) Finance ministers from Italy and Spain cautioned against too aggressive a response to US President Donald Trump’s tariffs, underscoring the European Union’s divide on the matter.See omnystudio.com/listener for privacy information.

Javier Ruiz es gestor en Horos Asset Management, un fondo de inversión que sigue la metodología del value investing, que podría resumirse como comprar buenos productos a buenos precios. Entendí su filosofía cuando me contó la tesis del uranio. Los mercados presentan ineficiencias y los gestores activos intentan aprovecharse de ellas. Las oportunidades de arbitraje son incluso mayores con la popularidad reciente de la inversión pasiva. Javier detalla los aprendizajes en sus magníficas cartas trimestrales.Kapital es posible gracias a sus colaboradores:⁠⁠⁠La casa ESE⁠⁠⁠. ¿Cómo quieres vivir?Aquí de vuelta los pesaos queridos amigos de La casa ESE. Buscando la forma de seguir inventando cosas ya inventadas hemos creado mapadecasas.com, allí tendréis la oportunidad de encontrar, más que vuestra futura casa, vuestra futura vida. Sí, es muy ambicioso. En Madrid, por ejemplo, vamos a crear un conjunto residencial donde además de habitar, podamos llevar un poquito del Mediterráneo moral. No sólo una casa, sino un lugar que tenga zonas verdes, espacios comunitarios y hasta un edificio que pueda hacer las veces de coworking entre otras cosas. A 30 minutos de Madrid y buscando gente afín al mundo tecnológico, al emprendimiento, al marketing y a la cultura. Visita la propuesta de Distrito ESE.⁠UTAMED⁠. La universidad online del siglo XXI.UTAMED, la universidad oficial y online de la Fundación Unicaja, nace para romper las barreras que durante décadas han limitado el acceso a la educación y la cultura. Con exámenes 100 % online y financiación sin intereses, ofrecemos una formación accesible, flexible y comprometida con el presente. Porque hoy ya no basta con obtener un título: en UTAMED te preparamos para trabajar desde el primer año. Lo hacemos junto a la empresa, adaptando los contenidos académicos a sus demandas reales, para que nuestros estudiantes adquieran las competencias más valoradas en el mercado laboral. Por ser oyente de este podcast, tienes un descuento del 30% en todo el catálogo de grados y másteres, oficiales y propios.Patrocina Kapital. Toda la información en este link.Índice:2:25 La estafa del Forúm Filatélico.9:28 Rivalidades personales en los mercados.17:43 Munger clasifica 25 errores de comportamiento.20:11 La última decisión de Kahneman.30:01 El instinto maladaptado de seguir al rebaño.35:21 Apalancamiento mortal.40:54 Fuentes de valor añadido según Mauboussin.53:26 Invertir en compañías aburridas.1:01:58 Comisiones en la gestión de activa.1:12:45 Explicárselo a un niño de cinco años.1:15:56 Refritos de ETFs con comisión del 2%.1:26:50 Objetivar el proceso de decisión.1:32:49 La paradoja del margen de seguridad.1:36:19 El criterio de Kelly.1:41:25 La fantástica tesis del uranio.1:51:37 Ampliación de capital para pagar dividendo.1:57:34 Anticipar el sentimiento colectivo.2:01:57 La historia de los tipos de interés.2:06:17 Teoría austríaca del ciclo económico.Apuntes:Measuring the moat. Michael Mauboussin & Dan Callahan.The adaptive market hypothesis. Andrew Lo.El enigma de la experiencia frente a la memoria. Daniel Kahneman.Cartas a los accionistas. Seth Klarman.Herbalife. Bill Ackman.Un paso por delante de Wall Street. Peter Lynch.The model. Richard Lawrence.El diccionario financiero del diablo. Jason Zweig.A man for all markets. Edward Thorp.Rendimientos del capital. Edward Chancellor.El precio del tiempo. Edward Chancellor.

God's Debris: The Complete Works, Amazon https://tinyurl.com/GodsDebrisCompleteWorksFind my "extra" content on Locals: https://ScottAdams.Locals.comContent:Politics, President Trump, Trump's Tariff Persuasion, Bill Ackman, MSNBC Chris Hayes, Rand Paul, CNN's Orange Filter, Carlos Gutierrez, Doug Ford, Mitch McConnell, Anti-DOGE Propaganda, Abby Phillip, Uncontrolled Government Debt, US Spending & Debt Crisis, Anti-DOGE Democrats, Elon Musk, Anti-Tesla Domestic Terrorism, Tesla Model Y, NYC Mayor Adams, Adam Schiff, Non-Citizen Voting Support, TikTok Sale, Mike Benz, Justice John Roberts, China's MagLev Train, Mitochondria Dysfunction Breakthrough, Scott Adams~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~If you would like to enjoy this same content plus bonus content from Scott Adams, including micro-lessons on lots of useful topics to build your talent stack, please see scottadams.locals.com for full access to that secret treasure.

In der Welt der großen Investoren gibt es die berühmten Namen wie Warren Buffett oder Bill Ackman. Sie ziehen großes Interesse auf sich, wenn sie ihre Portfolios öffentlich machen. Die US-Börsenaufsicht SEC fordert von ihnen, alle drei Monate ihre Positionen zu melden. Die 1.000 wichtigsten Fonds und deren Investments wurden jetzt analysiert - das Ergebnis? "Es sind natürlich die großen Tech-Werte dabei. In 43 Prozent der Portfolios war z.B. Microsoft drin. Aber es gibt noch einige andere Sektoren mit Visa, United Health oder Broadcom - die sind auch sehr gefragt", sagt Manuel Koch. Der Chefredakteur von Inside Wirtschaft weiter: "Apple ist dabei das ganz große Schwergewicht. Es fällt aber auch auf, dass Tesla in ganz vielen Portfolios nicht so präsent ist. Die Aktie scheint nicht mehr so viel Vertrauen zu genießen." Alle Details im Interview von Buchautorin und Finanzjournalistin Jessica Schwarzer an der Frankfurter Börse und auf https://inside-wirtschaft.de

In today's episode, Ari and Isaac fulfilled a promise to recap everything that happened between Thursday and Sunday last week. Then Isaac tries to make opening a six pack a thing. They talk about Bill Ackman, comedians doing politics, pancreatic cancer vaccines, Doge, duh, Gavin Newsom, and good democratic talking points for once. And last but not least, the Airing of Grievances.This is a preview of today's special edition that is available in full and ad-free for our premium podcast subscribers. If you'd like to complete this episode and receive Sunday editions, exclusive interviews, bonus content, and more, head over to ReadTangle.com and sign up for a membership.Ad-free podcasts are here!Many listeners have been asking for an ad-free version of this podcast that they could subscribe to — and we finally launched it. You can go to ReadTangle.com to sign up! You can also give the gift of a Tangle podcast subscription by clicking here.You can subscribe to Tangle by clicking here or drop something in our tip jar by clicking here. Our Executive Editor and Founder is Isaac Saul. Our Executive Producer is Jon Lall.This podcast was hosted by Ari Weitzman and Isaac Saul and edited and engineered by Dewey Thomas. Music for the podcast was produced by Diet 75 and Jon Lall. Our newsletter is edited by Managing Editor Ari Weitzman, Senior Editor Will Kaback, Hunter Casperson, Kendall White, Bailey Saul, and Audrey Moorehead. Our logo was created by Magdalena Bokowa, Head of Partnerships and Socials. Hosted on Acast. See acast.com/privacy for more information.

On this TCAF Tuesday, hear an all-new episode of What Are Your Thoughts with Josh Brown and Michael Batnick! They discuss the recent market turmoil, Trump's tariffs, Bill Ackman's aspirations, the strategic crypto reserve, and much more! This episode is sponsored by Betterment and Rocket Money!  To learn more about Betterment, visit http://Betterment.com/advisors Cancel your unwanted subscriptions today by visiting: http://rocketmoney.com/compound   Sign up for The Compound Newsletter and never miss out! Instagram: https://instagram.com/thecompoundnews Twitter: https://twitter.com/thecompoundnews LinkedIn: https://www.linkedin.com/company/the-compound-media/ Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Katie and Matt discuss Apollo and State Street's private credit exchange-traded fund launch, Bill Ackman's efforts to build his own Berkshire Hathaway, and memecoins as bankruptcy bidding currency.See omnystudio.com/listener for privacy information.

Episode Summary:In this episode of The World According to Boyar, Jonathan Boyar sits down with Bill Ackman, the legendary hedge fund manager and founder of Pershing Square, to discuss his latest big move involving Howard Hughes, his unfiltered views on politics, and his growing role as an activist investor. Ackman shares his thoughts on the Trump administration, deregulation, and why he believes reducing government inefficiency could be a game changer for the U.S. economy.On the investing front, he dives into his bid to increase his stake in Howard Hughes Corporation, his vision for transforming it into a "modern-day Berkshire Hathaway," and why he believes the market continues to misprice the company. He also addresses concerns about management fees, corporate governance, and what his long-term plans mean for shareholders.Finally, Ackman opens up about his outspoken presence on X (formerly Twitter), why he's been so vocal on antisemitism and media bias, and how he sees this as part of a larger battle over free speech, democracy, and American values.This is a must-listen episode for investors, market watchers, and anyone interested in how one of the most well-known investors in finance connects the dots between business, politics, and activism.Topics Discussed:

In today's episode on 25th February 2025, we tell you why Bill Ackman wants to become Warren Buffett and if he really can.Speak to Ditto's advisors now, by clicking the link here - https://ditto.sh/9zoz41 

Skippy and Doogles tackle listener mail about Berkshire Hathaway's huge cash pile. Skippy talks through the recent $1.5b hack on ETH. The episode wraps with a deep dive into Bill Ackman / Pershing Square building "the next Berkshire Hathaway" with an increased investment in Howard Hughes.Join the Skippy and Doogles fan club. You can also get more details about the show at skippydoogles.com, show notes on our Substack, and send comments or questions to skippydoogles@gmail.com.

Norman Finkelstein received his PhD from the Princeton University Politics Department, and is best known for his research on Israel and Palestine. In this episode, Norman and Robinson sit down for a discussion about Donald Trump, the latest from Israel, Palestine, and Gaza, and the dying Left. Norman also appeared on episode 192, where he and Robinson discussed allegations of genocide and apartheid, Hamas and Hezbollah, and connections between the war and the Holocaust. Norman was also featured on episode 218, where he addressed the facts and fictions generated by the Israel-Hamas War, and episode 228, which was all about October 6th. Norman and Robinson also discuss Mehdi Hassan, Noam Chomsky, Christopher Hitchens, the Holocaust, Apartheid, Joan Peters, Julia Sebutinde, the Mossad, Sheryl Sandberg, Destiny, Lex Fridman, Bill Ackman, Alan Dershowitz, and more. Norman's most recent book is I'll Burn That Bridge When I Get to It! Heretical Thoughts on Identity Politics, Cancel Culture, and Academic Freedom (Sublation Media, 2023).Norman's Website: https://www.normanfinkelstein.comOUTLINE00:00:00 Introduction00:07:25 Mehdi Hassan: The Working Class is Stupid00:12:59 How Far Will the Supreme Court Go with Donald Trump?00:21:49 Why Bernie Sanders Appeals to the Common Man00:38:12 How Did Identity Politics Help Trump Win?00:46:02 The Joy of Stereotypes01:01:23 Why the People Loved Bernie Sanders and Trump01:06:16 Noam Chomsky, Philosopher King01:11:16 Christopher Hitchens Was Not a Serious Intellectual01:20:58 Norman's Parents Hate For Religion After the Holocaust01:34:06 A Lex Fridman and Destiny Conspiracy01:37:12 Norman's Family and the Holocaust01:45:43 Why Jews Stopped Caring About the Holocaust01:54:43 Why Norman Never Had a Bar Mitzvah02:02:52 Why Norman's Parents Hated Germans and Poles02:11:22 Comparing Gaza to the Holocaust02:16:48 Comparing Gaza to Apartheid South Africa02:24:41 Corruption Over Genocide in Palestine02:27:05 On the Colossal Joan Peters Palestine Hoax02:30:16 On Norman's Time as a Maoist02:39:35 The Corruption of Julia Sebutinde at the International Court of Justice02:42:25 Does the Mossad Blackmail Public Figures?02:52:49 Sheryl Sandberg and the War Crime “Israeli Propaganda Machine”03:05:19 On Accusations of Sex Crimes on October 6th03:18:12 On His Mortal Feud With Alan Dershowitz03:31:19 On Bill Ackman and the Pro-Israel American Billionaire ClassRobinson's Website: http://robinsonerhardt.comRobinson Erhardt researches symbolic logic and the foundations of mathematics at Stanford University.

The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks Podcast YouTube channel at 1:30 PM EST. This week we discussed:(03:14) Investor Sentiment: Fear and Greed Index(06:28) Analyzing Super Investor Buys and Sells(09:28) The Case of Chinese Stocks: Pinduoduo and Others(12:37) Earnings Reports and Company Valuations(15:15) Bill Ackman and the Hedge Fund Landscape(18:19) Seth Klarman and Ferguson Enterprises(21:25) Berkshire Hathaway's Recent Moves(24:25) SiriusXM: A Melting Ice Cube?(32:14) Airbnb Earnings Analysis(34:58) Airbnb's Localization Strategy and Market Growth(38:50) Evaluating Airbnb's Future Potential(45:41) The Meme Coin Controversy(50:32) Super Micro Computer's Earnings and Risks(56:04) Peloton: A Case Study in Business Viability*****************************************************JOIN OUR CHAT COMMUNITY: https://chitchatstocks.substack.com/ *********************************************************************Sign-up for a bond account at Public.com/chitchatstocks A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. The 6.9% yield is the average annualized yield to maturity (YTM) across all ten bonds in the Bond Account, before fees, as of 8/28/2024. A bond's yield is a function of its market price, which can fluctuate; therefore a bond's YTM is “locked in” when the bond is purchased. Your yield at time of purchase may be different from the yield shown here. The “locked in” YTM is not guaranteed; you may receive less than the YTM of the bonds in the Bond Account if you sell any of the bonds before maturity, or if the issuer calls or defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule. Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. You should evaluate each bond before investing in a Bond Account.  The bonds in your Bond Account will not be rebalanced and allocations will not be updated, except for Corporate Actions.Fractional Bonds also carry additional risks including that they are only available on Public and cannot be transferred to other brokerages. Read more about the risks associated with fixed income and fractional bonds. See Bond Account Disclosures to learn more.*********************************************************************FinChat.io is The Complete Stock Research Platform for fundamental investors.With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.Use our LINK and get 15% off any premium plan: ⁠https://finchat.io/chitchat *********************************************************************Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.To join, go to ⁠Blue Chippers and apply! Link: ⁠https://bluechippersclub.com/*********************************************************************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

IntroductionLIVE from your ESG and DEI Teeth Bleaching Kit, it's a Business Pants Friday Show here at February 21st Studios, featuring AnalystHole Matt Moscardi. On today's weekly wrap up: Canada still cares, Rupert Murdoch knows how to text, the illusion of meritocracy, and an important new announcement from YouTubeOur show today is being sponsored by Free Float Analytics, the only platform measuring board power, connections, and performance for FREE.Story of the Week (DR):ESG Week MMBlackRock and Vanguard halt meetings with companies after SEC cracks down on ESGBlackRock resumes stewardship talks after reviewing new ESG guidanceProxy vote support for ESG drops to record low in 2024Clarification: ShareAction analyzed how 70 of the world's largest asset managers voted on 279 ESG shareholder resolutions during the 2024 proxy voting season:In 2024, only four (1.4%) out of the 279 resolutions we assessed received majority support, less than half of the percentage that gained a majority vote in 2023 (3%), and far lower than the 21% which passed in 2021.This is reflected in an ongoing downward trend in the average percentage support that these resolutions received, which was 20.6% in 2024 compared to 40% in 2021.Vanguard, the world's second largest asset manager, performed the worst of all the managers we assessed, voting in favour of 0% of shareholder proposals.Top 26 all in Europe1 GenAM (Italy) 982 BNP Paribas Asset Management (France) 973 PGGM Investments (Netherlands) 9728 Federated Hermes (top in US) 80BlackRock at #67 with a score of 5; Vanguard to out of 70 with a 0.Tesla Targeted With Worldwide Protests, Vandalism Tesla showrooms are being hit by a wave of anti-DOGE protestsSheryl Crow says goodbye to her Tesla and donates to NPR: 'You have to decide who you are willing to align with'Sign That Says “We Hate Him Too” Appears in Window of Tesla DealershipEconomist Warns That Elon Musk Is About to Cause a "Deep, Deep Recession"Jesse Rothstein, DOL's chief economist at the start of the Obama administration: "This is going to be very, very bad."James Murdoch lays bare his relationship with ‘misogynist' father amid succession fight in rare interviewThe interview, published in the Atlantic, reveals James Murdoch, now 52, regarded his father, now 93, as a “misogynist” and described Fox News as a “menace” to US democracy.A series of “withering questions” put to James by Rupert's lawyer in a nearly five-hour session at a Manhattan law office. According to the Atlantic, the questions included:“Have you ever done anything successful on your own?”“Why were you too busy to say ‘Happy birthday' to your father when he turned 90?”“Does it strike you that, in your account, everything that goes wrong is always somebody else's fault?”The lawyer also referred to James and his sisters as “white, privileged, multibillionaire trust-fund babies”.James realised Rupert, who was seated silently, was texting the questions to the lawyer. “How fucking twisted is that?” he asks Coppins.UnitedHealth's rough stretch continues, with buyouts, a reported DOJ probe and a 23% drop in three monthsUnitedHealthcare is in hot water again as the insurance giant grapples with a reported government investigation of its Medicare billing practices, pursues employee buyouts and potential layoffs and faces sharp criticism from billionaire Bill Ackman.It extends a tumultuous period for its parent company, UnitedHealth Group, marked by the killing of a top executive, a costly cyberattack against its subsidiary and high medical costs.The Department of Justice has launched a civil fraud investigation in recent months into UnitedHealth's billing practices for its Medicare Advantage plansThe probe specifically examines whether diagnoses were routinely made to trigger extra payments in those plans, including at physician groups the insurer ownsGoodliest of the Week (MM/DR):DR: Canadian banks must reveal diversity of board, top managers under new rulesCanadian banks and other national institutions have to disclose information about the diversity of their boards of directors and top management under new rules published on Saturday, in sharp contrast with the U.S. Trump administration which is ending such practices.Federally regulated financial institutions must also disclose policies to increase diversity while sending out notices of annual meetings to shareholders."Investors lack transparent and standardized information on the representation of women, Indigenous peoples, persons with disabilities and members of visible minorities in senior leadership positions … Diversity is fundamental to creating a thriving and successful financial sector that reflects Canadian values."DR: DEI is good for our business, Coca-Cola saysIn an annual filing, the company said its business could be adversely affected if it was "unable to attract or retain specialized talent or top talent with diverse perspectives, experiences and backgrounds."DR: REVERSAL: Trump rescinds DOT approval for NYC congestion toll, condemns city to pollutionDR: REVERSAL: Amazon workers reject union in vote at North Carolina warehouseOf the 3,276 ballots cast, there were 2,447 votes opposing the union and 829 in favor, according to the National Labor Relations Board.CAUSE was founded in 2022 by RDU1 employees Mary Hill and Rev. Ryan Brown to voice concerns about the company's response to the Covid pandemic, which they viewed as inadequate. The group sought to organize RDU1 to boost wages and secure longer breaks.Starting pay at RDU1 is $18.50 an hour. CAUSE has pushed to negotiate for wages of $30 an hour.Unions have enjoyed increasing support across the country, with 67% of Americans saying they approve of labor unions, according to Gallup.North Carolina had the lowest union membership rate in the country last year, with only 2.4% of workers in the state represented, according to the BLS.MM: NASA Has Some Good News About The Asteroid That Could Hit EarthMM: Finally, a future lawsuit against return to office mandates is here: Afternoon Naps Boost Your Problem-Solving, Study Finds110 minute nap!!MM: What's in that drink? Starbucks becomes less Instagrammable. MM DRAssholiest of the Week (MM):Meritocracy, the new buzzword DRExxon Swaps 'Diversity' for 'Meritocracy' in Report to InvestorsAccording to our data, ONE of Exxon's TWELVE directors meets relatively unimpeachable “merit” measures: advanced knowledge of the industry, network power, economic interest in the company, performance (earnings and TSR) at any company board they sit on, and CEO or leadership positions in the past.The ONE member that hits three of the five is Kaisa Hietala, who was a dissent director put there by Engine No 1 in an activist voteHere's why merit's missing: 7 of 12 directors are white menThere are no people of color anywhere except the two twofers - the woman born in Egypt who lived in Texas her whole life and was part of Trump 1.0, and the black guy on three other boards?Our data shows on average black women have more merit on paper than any other cohortNew plan: companies need to announce “increased meritocracy targets” - increasing the number of employees, executives, and directors meet meritocracy requirements by 2050The result will be: 100% of every company is black womenYou're welcomeIt's your job, assholeBoeing CEO praises Elon Musk for helping with the delayed Air Force One delivery: 'He's a brilliant guy'Your literal job is to build that thing for a client - imagine if we developed sucky director data, then said we hired ISS to build it because, “they're better at it!”Investors - you elected this board, this fool, and it's your money - is your job as owner the company to keep on a board and management team that needs help to do its basic job?Just a reminder: Ohio AG sued Boeing's board for safety failures - they can't keep their planes safe, they can't build new planes, they can't figure out how to deal with their employees… and the lowest vote against wasn't for prior CEO Dave Calhoun, it was for the guy who chaired the safety committee… for one year!Ohio voted FOR THEM ALLWhat it was always aboutThe worst version of fuck, marry, kill… fuck anyone with a vagina since you're a middle school boy, marry money, and kill… peopleAn Influencer Says She Had Elon Musk's Baby and the Drama Is Pretty Spectacular, Even by His StandardsElon Musk has a problem with X's Community Notes when he disapproves of the resultsElon Musk Is Flagrantly Gutting an Agency in Charge of Regulating TeslaTesla recalls more than 375,000 vehicles due to power steering issueHeadliniest of the WeekDR: Zuckerberg's New Metaverse Ad Is So Bad That the People Who Created It Must Be Secretly Trying to Embarrass HimMM: YouTube picked a new shade of red for its logo because the old red was too red - because the old color, hex code #FF1B1B was super loud and diverse, they made it a less diverse woke red, hex code #EB2F3BWho Won the Week?DR: NYC pollutionMM: Investor Relations Teams: BlackRock and Vanguard halt meetings with companies after SEC cracks down on ESG. BlackRock resumes stewardship talks after reviewing new ESG guidance. Not said but implied: “don't worry, we totally can't actually do stuff now, we're just talking here”PredictionsDR: Robbie Starbuck sues Coca-Cola because color of Coke is “too DEI”MM: Apple, prior to their upcoming meeting, sues Inspire Investing and Wayne Franzten, who copy pasted a shareholder proposal submitted by Bowyer Research, the company propped up by ISS, to Deere for a meeting in the same week. The lawsuit is on the grounds that Wayne Franzten doesn't exist (the only search result for his name is the Apple proposal, not even in voter records or political donation or real estate records can I find him - and this is his ONLY shareholder proposal in our database EVER), and on the grounds that a religious investor cannot sue on the grounds of financial materiality since Jesus said, “Children, how hard it is to enter the kingdom of God! It is easier for a camel to go through the eye of a needle than for someone who is rich to enter the kingdom of God.” | Mark 10:24b-25 and “Watch out! Be on your guard against all kinds of greed; life does not consist in an abundance of possessions.” | Luke 12:13-15, which means churches are anti-shareholder value.

This Week in Startups is brought to you by…Gusto. Get three months free when you run your first payroll at http://gusto.com/twistLemon.io. Get 15% off your first 4 weeks of developer time at https://Lemon.io/twistAtlassian. Head to https://www.atlassian.com/software/startups to see if you qualify for 50 free seats for 12 months.Today's show: Jason and Lon Harris cover Nikola's Chapter 11 and how founders can avoid the same mistake, Superhuman AI's new features, Mira Murati's Thinking Machines and where Sam Altman went wrong holding onto top talent, plus much more!Timestamps:(0:00) Episode teaser(1:26) Introduction to startup news and trends(2:47) Bill Ackman's J trade and Herbalife controversy(5:24) Comparing trading strategies: Jason vs. Pelosi(9:49) Gusto. Get three months free when you run your first payroll at http://gusto.com/twist(11:29) HP's acquisition of Humane and its significance(13:52) Challenges facing the AI industry(20:30) Lemon.io. Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist(21:47) OpenAI veterans launch a new venture(28:09) Chamath's venture into high stakes poker(29:35) Atlassian. Head to https://www.atlassian.com/software/startups to see if you qualify for 50 free seats for 12 months.(36:37) Nikola's Chapter 11 filing and securities fraud(48:10) The upside of failing as a founder in the U.S.(50:24) Superhuman introduces AI-powered email features(51:58) Preview of upcoming guests on the podcast(53:03) Key characteristics of successful founders(56:21) Play-along: Guess the fake startup(1:04:12) Movie trilogy rankings: Superman, Star Wars, TerminatorSubscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.comCheck out the TWIST500: https://www.twist500.comSubscribe to This Week in Startups on Apple: https://rb.gy/v19fcpCheck out these past Guess The Fake Startups segments:https://www.youtube.com/watch?v=iKP2iiF1oYIhttps://www.youtube.com/watch?v=rhnOXuGnh14https://www.youtube.com/watch?v=ueazpyGOgccFollow Lon:X: https://x.com/alexFollow Jason:X: https://twitter.com/JasonLinkedIn: https://www.linkedin.com/in/jasoncalacanisThank you to our partners:(9:49) Gusto. Get three months free when you run your first payroll at http://gusto.com/twist(20:30) Lemon.io. Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist(29:35) Atlassian. Head to https://www.atlassian.com/software/startups to see if you qualify for 50 free seats for 12 months.Great TWIST interviews: Will Guidara,Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta,Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarlandCheck out Jason's suite of newsletters: https://substack.com/@calacanisFollow TWiST:Twitter: https://twitter.com/TWiStartupsYouTube: https://www.youtube.com/thisweekinInstagram: https://www.instagram.com/thisweekinstartupsTikTok: https://www.tiktok.com/@thisweekinstartupsSubstack: https://twistartups.substack.comSubscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916

Carl Quintanilla and Jim Cramer began the conversation discussing what the president's new call for tariffs might mean for the markets. In his remarks to reporters yesterday, President Trump suggested 25% tariffs on autos, pharma and semiconductors that could go even higher. The anchors then shifted to some of the day's biggest earnings movers, including Toll Brothers. Shares of the homebuilder dropped at the open following the company's miss on estimates. Later in the hour, the desk also mentioned Bill Ackman raising his takeover offer for Howard Hughes Holdings, saying he will turn it into a ‘modern-day Berkshire.'  Squawk on the Street Disclaimer

Ben and Tom discuss Canadian Pacific's presentation at the Citi Global Conference, today's Apple Event, and Bill Ackman working with Howard Hughes. For information on how to join the Zoom calls live each morning at 8:30 EST, visit:https://www.narwhal.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhal.com/disclosure

This week on OPTO Sessions, Compounding Quality's founder, Pieter, shares his insights on quality investing. His newsletter, read by LeBron James and Bill Ackman, focuses on investing in the world's best companies. In this episode, he discusses his shift from value to quality investing, defines quality stocks, and outlines key selection criteria. We also explore valuation techniques, significance of investment time horizons, and the current market environment's impact on quality investing.OPTO x Compounding Quality Collaboration - Quality Stock Investment Case: https://optoforesight.substack.com/p/what-makes-kkr-a-high-quality-stockCompounding Quality on Substack:  https://substack.com/@UCxUxD8PSFN_JofKFMRGz4hA If you enjoyed this interview, consider subscribing to our Substack channel for more in-depth insights designed to help you invest smarter: https://optoforesight.substack.com/Create your Own Stock Index & Invest Smarter with OPTO Folios: https://optothemes.onelink.me/BZDG/ti2lb2fdX: https://twitter.com/OptoThemesInstagram: https://www.instagram.com/opto.themes?igsh=MXhwenU4dTk4aDBqMw%3D%3D&utm_source=qrLinkedIn: https://www.linkedin.com/in/opto-invest-in-innovation-308416193/Facebook: https://www.facebook.com/OptoThemes-----The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

On this TCAF Tuesday, Josh Brown and Michael Batnick sit down with David Adelman, CEO of Campus Apartments, co-founder and Vice Chairman of FS Investments, and the founder of Darco Capital to discuss his early start in real estate investing, the growth of his portfolio, his experience in venture capital, and the mindset that has driven his massive success. Then at 49:25 hear an all-new episode of What Are Your Thoughts with Josh Brown and Michael Batnick! This episode is sponsored by Kelly ETFs. To learn more about Cows and HCows ETFs, visit: https://kellyintel.com/ David Adelman Interview: https://www.youtube.com/watch?v=RBHWvBVf87k   Sign up for The Compound Newsletter and never miss out! https://www.thecompoundnews.com/subscribe Instagram: https://instagram.com/thecompoundnews Twitter: https://twitter.com/thecompoundnews LinkedIn: https://www.linkedin.com/company/the-compound-media/ Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Marc Andreessen is an entrepreneur, investor, co-creator of Mosaic, co-founder of Netscape, and co-founder of the venture capital firm Andreessen Horowitz. Thank you for listening ❤ Check out our sponsors: https://lexfridman.com/sponsors/ep458-sc See below for timestamps, transcript, and to give feedback, submit questions, contact Lex, etc. Transcript: https://lexfridman.com/marc-andreessen-2-transcript CONTACT LEX: Feedback - give feedback to Lex: https://lexfridman.com/survey AMA - submit questions, videos or call-in: https://lexfridman.com/ama Hiring - join our team: https://lexfridman.com/hiring Other - other ways to get in touch: https://lexfridman.com/contact EPISODE LINKS: Marc's X: https://x.com/pmarca Marc's Substack: https://pmarca.substack.com Marc's YouTube: https://www.youtube.com/@a16z Andreessen Horowitz: https://a16z.com SPONSORS: To support this podcast, check out our sponsors & get discounts: Encord: AI tooling for annotation & data management. Go to https://encord.com/lex GitHub: Developer platform and AI code editor. Go to https://gh.io/copilot Notion: Note-taking and team collaboration. Go to https://notion.com/lex Shopify: Sell stuff online. Go to https://shopify.com/lex LMNT: Zero-sugar electrolyte drink mix. Go to https://drinkLMNT.com/lex OUTLINE: (00:00) - Introduction (12:46) - Best possible future (22:09) - History of Western Civilization (31:28) - Trump in 2025 (39:09) - TDS in tech (51:56) - Preference falsification (1:07:52) - Self-censorship (1:22:55) - Censorship (1:31:34) - Jon Stewart (1:34:20) - Mark Zuckerberg on Joe Rogan (1:43:09) - Government pressure (1:53:57) - Nature of power (2:06:45) - Journalism (2:12:20) - Bill Ackman (2:17:17) - Trump administration (2:24:56) - DOGE (2:38:48) - H1B and immigration (3:16:42) - Little tech (3:29:02) - AI race (3:37:52) - X (3:41:24) - Yann LeCun (3:44:59) - Andrew Huberman (3:46:30) - Success (3:49:26) - God and humanity PODCAST LINKS: - Podcast Website: https://lexfridman.com/podcast - Apple Podcasts: https://apple.co/2lwqZIr - Spotify: https://spoti.fi/2nEwCF8 - RSS: https://lexfridman.com/feed/podcast/ - Podcast Playlist: https://www.youtube.com/playlist?list=PLrAXtmErZgOdP_8GztsuKi9nrraNbKKp4 - Clips Channel: https://www.youtube.com/lexclips

Get our Business Monetization Playbook: https://clickhubspot.com/monetization Episode 668: Sam Parr ( https://x.com/theSamParr ) and Shaan Puri ( https://x.com/ShaanVP ) talk about the story behind Muscle Milk, Scott Galloway's bet against FTX, and how Bill Ackman spent $460M in 4 hours.  — Show Notes:  (0:00) The untold Muscle Milk story (16:41) Timelines of your heroes (19:43) Having a social agenda (22:29) Shaan pitches Sam a business (38:58) Scott Galloway buys FTX claims (47:17) The value of having a too hard pile (55:18) Bill Ackman spends $460M in 4 hours — Links: • Muscle Milk - https://www.musclemilk.com/  • Flavor Insights - https://flavorinsights.com/  • Hormel - https://www.hormel.com/  • Arfur Rock - https://x.com/ArfurRock  — Check Out Shaan's Stuff: Need to hire? You should use the same service Shaan uses to hire developers, designers, & Virtual Assistants → it's called Shepherd (tell ‘em Shaan sent you): https://bit.ly/SupportShepherd — Check Out Sam's Stuff: • Hampton - https://www.joinhampton.com/ • Ideation Bootcamp - https://www.ideationbootcamp.co/ • Copy That - https://copythat.com • Hampton Wealth Survey - https://joinhampton.com/wealth • Sam's List - http://samslist.co/ My First Million is a HubSpot Original Podcast // Brought to you by The HubSpot Podcast Network // Production by Arie Desormeaux // Editing by Ezra Bakker Trupiano