Podcast appearances and mentions of Bill Ackman

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Bill Ackman

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Best podcasts about Bill Ackman

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Latest podcast episodes about Bill Ackman

Ask a Jew
Zionism Is Punk Rock - with Warren Kinsella.

Ask a Jew

Play Episode Listen Later Aug 26, 2026 88:57


Warren Kinsella wears many hats: a lawyer hat, a punk-rock musician hat, an author hat - and our favorite - a pissed-off Canadian hat. We chat with him about his new book, The Hidden Hand: The Information War and the Rise of Antisemitic Propaganda. After you have purchased the book, follow Warren on X as well. Here is a piece he wrote about his research for The Free Press:Our interview with Warren starts around minute 35, before that you can enjoy us catching up about Lindsay Clancy, how dare Bill Ackman donate a billion dollars to medical causes, the land mass currently known as Israel, and more.Also - Have a question for us? We have a form! ICYMI, here we are in Wyoming with Nadav Eyal: Thanks for reading Good for the Jews! This post is public so feel free to share it. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit askajew.substack.com/subscribe

Son Rise Morning Show
Billionaire Invests $4 Billion in Brain Injury Research: A New Hope for the Culture of Life

Son Rise Morning Show

Play Episode Listen Later Aug 21, 2026 7:35


Bobby Schindler of the Life & Hope Network joins Matt Swaim to discuss billionaire Bill Ackman’s decision to invest nearly $4 billion in a new institute dedicated to brain health, rehabilitation, recovery, human optimization, and longevity. Ackman’s personal experience following his daughter Lucy’s devastating brain injury inspired him to help other families facing similar circumstances. Bobby explains why this investment offers renewed hope for people with catastrophic brain injuries and could challenge the tendency to give up on patients too quickly. The conversation also explores human dignity, medical research, and the importance of putting resources toward helping people recover rather than simply accepting the limitations of today’s medicine.Support the show: https://www.sacredheartradio.com/donate-now/See omnystudio.com/listener for privacy information.

The Compound Show with Downtown Josh Brown
Treasury yields break out, how to invest with Bill Ackman, Workday rumors, off-balance sheet madness

The Compound Show with Downtown Josh Brown

Play Episode Listen Later Aug 18, 2026 71:19


On this episode of What Are Your Thoughts, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ break down what's driving the global bond selloff, why pressure has shifted from the front end of the yield curve to long-term rates, and what it could mean for investors. Plus: Big Tech's massive off-balance-sheet AI commitments, whether the bottom is finally in for enterprise SaaS after the Workday takeover reports, a market that keeps going all the way up, and a look inside Bill Ackman's evolving Pershing Square empire and his search for permanent capital. This episode is sponsored by Franklin Templeton. Learn more at https://www.franklintempleton.com/advantage 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/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ TikTok: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.tiktok.com/@thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 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/⁠⁠⁠ Franklin Templeton Disclosure: Before investing, carefully consider a fund's investment objectives, risks, charges and expenses. You can find this and other information in each prospectus, or summary prospectus, if available, at franklintempleton.com. Please read it carefully. All investments involve risk, including possible loss of principal.  © 2026 Franklin Distributors, LLC. Member FINRA/SIPC. Learn more about your ad choices. Visit megaphone.fm/adchoices

Squawk Pod
OpenAI President Greg Brockman: Now Is the Time to Act 8/17/26

Squawk Pod

Play Episode Listen Later Aug 17, 2026 40:28


OpenAI co-founder and president Greg Brockman issues a call to amp up cybersecurity in the age of AI. Brockman addresses recent leadership departures at OpenAI, the open-weight model debate, and AI safety standards. Keller Cliffton, CEO of drone delivery company Zipline, discusses his company's scaling deal with Uber. Together, the companies aim to notch one million drone deliveries a day. Berkshire Hathaway added $17 billion to its Alphabet stake, making the Google parent Berkshire's third-largest holding. Plus, Congressman for Silicon Valley Rep. Ro Khanna (D-CA) has sparked heated pushback from the likes of Mark Cuban and Bill Ackman with his pitch for taxing billionaires.   Greg Brockman - 15:45 Keller Cliffton - 37:53   In this episode: Greg Brockman, @gdb Becky Quick, @BeckyQuick Andrew Ross Sorkin, @andrewrsorkin Cameron Costa, @CameronCostaNY Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Goldesel x Investflow - Aktientalk
Zwei neue Tenbagger Aktien fürs Depot/ Bill Ackman kauft mehrere Aktien/ Uber kooperiert mit Pony.ai

Goldesel x Investflow - Aktientalk

Play Episode Listen Later Aug 15, 2026 30:04 Transcription Available


Chit Chat Money
Nvidia's $500 Billion AI Consortium; Berkshire Buybacks; Ackman Buys Netflix $NVDA $NFLX $NU $TBBB

Chit Chat Money

Play Episode Listen Later Aug 14, 2026 67:08


The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed: (00:00) Introduction (01:50) Bill Ackman's Netflix Investment (10:00) Private Equity's Role in AI Infrastructure Funding (12:02) Potential Software Take-Private Deals and Valuation Trends (13:55) BBB Foods: A Mexican Retail Growth Story (15:46) Airport Operator Diversification and Growth in Latin America (17:48) Discussion on Banking Sector Earnings and Financial Stability (20:14) Berkshire Hathaway's Stock Buyback and Capital Allocation (28:02) Predictions on Next Potential 'Trade Desk' Stock (31:56) Financial Results of Nu Bank and Growth in Mexico (50:01) Walmart, Costco, and Latin American Retail Opportunities (52:08) Sports Betting, Prediction Markets, and Investment Risks ***************************************************** Subscribe to Emerging Moats Research: emergingmoats.com  ********************************************************************* Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:  https://www.interactivebrokers.com/  Interactive Brokers is a member of SIPC.  ********************************************************************* Fiscal.ai is building the future of financial data. With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price.  Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat  ********************************************************************* Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Learn more about your ad choices. Visit megaphone.fm/adchoices

Know Your Risk Radio with Zach Abraham, Chief Investment Officer, Bulwark Capital Management
The Biggest Investment Opportunity May Be the One You're Ignoring

Know Your Risk Radio with Zach Abraham, Chief Investment Officer, Bulwark Capital Management

Play Episode Listen Later Aug 14, 2026 57:23


August 14, 2026 - Zach and Chase discuss why some of the most interesting investment opportunities may be hiding outside today's most crowded trades. They explore the enormous demographic shift created by an aging population, second- and third-order effects from GLP-1 drugs, healthcare and medical technology, and why powerful macro trends can matter more than chasing whatever is currently making headlines. They also discuss weakening retail sales, historically low volatility, Bill Ackman's latest portfolio move, and the concentration risk created by OpenAI and Anthropic's enormous role in the AI spending ecosystem.

Beurswatch | BNR
Wordt Wallstreetbets ook Wall Street's best?

Beurswatch | BNR

Play Episode Listen Later Aug 14, 2026 24:42


Reddit krijgt promotie! Het mag de S&P 500 in. En dat ondanks een dramatisch beursjaar tot nu toe. Ruim 30 procent daalde het aandeel. Aan hun eigen cijfers kan het niet liggen, de omzet groeide al zes kwartalen op rij met meer dan 60 procent. Gaat dit dan het kantelpunt zijn? En wat heeft het aandeel Reddit anders nodig? Dat hoor je in deze aflevering. We hebben het ook over een verandering bij een van 's werelds grootste beleggers. Bill Ackman staat erom bekend dat hij maar in een handjevol bedrijven investeert, en nu gooit hij zijn halve portefeuille om. Opvallende timing, want het gebeurt in dezelfde week als Berkshire Hathaway die weer aan het inslaan is. Overigens is er ook nog een opvallende investering. Er mag dan wel veel negatief nieuws zijn over Netflix, maar Ackman gelooft in het aandeel. Verder hoor je over een opvallende maatregel in Zuid-Korea. Daar proberen ze de volatiliteit in de Kospi te bezweren door beleggers eerst een week op cursus te sturen. En we hebben het over een record bij Tesla in Zweden. Maar niet een waar Musk blij van wordt. Te gast: Errol Keyner van de Vereniging van Effectenbezitters BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Je hoort hem ook in de BNR-podcast Moerdijk: dorp van de rekening. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en is redacteur bij de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie.See omnystudio.com/listener for privacy information.

AEX Factor | BNR
Wordt Wallstreetbets ook Wall Street's best?

AEX Factor | BNR

Play Episode Listen Later Aug 14, 2026 24:42


Reddit krijgt promotie! Het mag de S&P 500 in. En dat ondanks een dramatisch beursjaar tot nu toe. Ruim 30 procent daalde het aandeel. Aan hun eigen cijfers kan het niet liggen, de omzet groeide al zes kwartalen op rij met meer dan 60 procent. Gaat dit dan het kantelpunt zijn? En wat heeft het aandeel Reddit anders nodig? Dat hoor je in deze aflevering. We hebben het ook over een verandering bij een van 's werelds grootste beleggers. Bill Ackman staat erom bekend dat hij maar in een handjevol bedrijven investeert, en nu gooit hij zijn halve portefeuille om. Opvallende timing, want het gebeurt in dezelfde week als Berkshire Hathaway die weer aan het inslaan is. Overigens is er ook nog een opvallende investering. Er mag dan wel veel negatief nieuws zijn over Netflix, maar Ackman gelooft in het aandeel. Verder hoor je over een opvallende maatregel in Zuid-Korea. Daar proberen ze de volatiliteit in de Kospi te bezweren door beleggers eerst een week op cursus te sturen. En we hebben het over een record bij Tesla in Zweden. Maar niet een waar Musk blij van wordt. Te gast: Errol Keyner van de Vereniging van Effectenbezitters BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Je hoort hem ook in de BNR-podcast Moerdijk: dorp van de rekening. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en is redacteur bij de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie.See omnystudio.com/listener for privacy information.

CNBC's
Record national debt as stocks keep climbing…and retail investor playbook 8/13/26

CNBC's "Fast Money"

Play Episode Listen Later Aug 13, 2026 43:31


The national debt topping 40 trillion as stocks keep setting new records.The traders debate if the disconnect is too big to ignore. Then, MooMoo U.S. CEO Neil McDonald shares the latest read from the retail investor and how their strategies are changing thanks to AI. Plus, what's next for Netflix after Pershing Square's Bill Ackman new stake, Birkenstock finding its footing after earnings and Applied Materials latest quarterly results. Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Saxo Market Call
Speedrunning dead internet theory - an SMC listener weighs in.

Saxo Market Call

Play Episode Listen Later Aug 13, 2026 20:58


Today, a brief wrap of yesterday's equity market session in the US, which repeated some of the recent AI hardware vs. SaaS performance divergences. A couple of key AI-chip and hardware names reported with results that didn't satisfy the market. We also look at the US CPI release and the reaction across macro, noting a key US treasury auction up later today. Also, we read aloud a great email sent to us by a long-time SMC listener on the chaos that AI LLMs have unleashed on IT operations for companies and the internet. Today's pod hosted by Saxo Global Head of Macro Strategy John J. Hardy. Links Cory Doctorow again on AI model collapse, with a particularly interesting link to a Lauren's data Substack post wonderfully titled "Temperature Zero for Culture: Why Everything Is Starting to Look the Same." Which makes us proud to produce a very non-AI generated podcast every day that doesn't try to be like anyone else. There has been a lot of overage of Bill Ackman's latest position changes from his Pershing Square 13F filing. Here's a useful X post that usefully pastes in the coverage from his letter to shareholders. The link from the email read on today's pod on the Hugging Face hack incident: the YouTube video link works, while the summary link Mr. O sent me did not contain the summary. Michael Burry on Palantir being worth less than a dollar/share. Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team here. Please reach out to us at marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo. Intro music by AShamaluevMusic DISCLAIMER This content is marketing material. Trading financial instruments carries risks. Always ensure that you understand these risks before trading. This material does not contain investment advice or an encouragement to invest in a particular manner. Historic performance is not a guarantee of future results. The instrument(s) referenced in this content may be issued by a partner, from whom Saxo Bank A/S receives promotional fees, payment or retrocessions. While Saxo may receive compensation from these partnerships, all content is created with the aim of providing clients with valuable information and options.

WALL STREET COLADA
CPI refresca el tape, memoria de IA vuela en Corea, $PSKY considera vender CNN para cerrar fusión y Ackman regresa a $NFLX

WALL STREET COLADA

Play Episode Listen Later Aug 13, 2026 3:16


The Joseph Carlson Show
Bill Ackman Just Bought 6 New Stocks

The Joseph Carlson Show

Play Episode Listen Later Aug 13, 2026 23:37


In this episode we review Bill Ackmans new buys.

The Tara Show

A blistering breakdown of alleged leaked text exchanges between Dr. Anthony Fauci, Surgeon General Dr. Vivek Murthy, and former CDC Director Rochelle Walensky concerning COVID-19 vaccine guidance for pregnant women. The discussion dives into controversial claims regarding first-trimester risks, miscarriage rates, and fetus development, contrasting these private messages against public health campaigns and big tech censorship initiatives. The segment concludes with personal reactions from prominent public figures and a brief commentary on media censorship, socialism, and wealth.

Los Locos de Wall Street
Palantir Bate Récords, SpaceX Sube sin Motivo (Resumen Semanal)

Los Locos de Wall Street

Play Episode Listen Later Aug 10, 2026 40:18


Otra semana movida en los mercados: Palantir se dispara un 35% tras unos resultados que rozan la locura, SpaceX sube un 25% a pesar de tener todo en contra (resultados flojos, liberación de acciones y el escepticismo del mercado), y Bill Ackman señala a Uber como una inversión "de mucho sentido común" a pesar de que la acción cae tras sus resultados. En este resumen semanal analizamos también el subidón de Celsius por la entrada de un inversor activista, el movimiento del oro y la plata en los últimos días, y repasamos operativas con opciones financieras para cada una de estas situaciones. Suscríbete al canal para más resúmenes semanales de mercados. Síguenos en redes: Instagram: https://www.instagram.com/locosdewallstreet/ X/Twitter: https://x.com/LocosWallStreet Canal de WhatsApp: https://www.whatsapp.com/channel/0029Vb0xgos9MF96wv0aKI31 Dos cosas que debes saber: 1 - Cada día mandamos un email con una idea, estrategia o reflexión privada para que avances más rápido en tu camino como inversor. El de hoy ya te lo has perdido, si quieres recibir el de mañana, te apuntas en: https://locosdewallstreet.com/7-errores/ 2 - Al apuntarte recibes un video titulado «7 errores fatales (muy habituales) en la selección de oportunidades en bolsa». Me da igual en lo que inviertas, tus años de experiencia o el tamaño de tu cartera. Si inviertes deberías verlo (antes de tomar una decisión de la que poder arrepentirte). Lo recibes al apuntarte en nuestra newsletter aquí: https://locosdewallstreet.com/7-errores/ ══════════════ DISCLAIMER El contenido de este canal de YouTube tiene exclusivamente fines educativos y no constituye asesoramiento financiero ni recomendaciones de inversión. Todos los temas tratados están diseñados para ayudar a los espectadores a entender mejor el mundo de las finanzas, pero las decisiones de inversión deben tomarse de forma personal y bajo la responsabilidad de cada individuo. Invertir en mercados financieros conlleva riesgos significativos debido a su complejidad y volatilidad. Es posible perder parte o la totalidad del capital invertido. Por ello, es fundamental que realices tu propio análisis antes de tomar cualquier decisión y, si lo consideras necesario, consultes con un profesional financiero acreditado. Recomendamos: - Contar con un fondo de emergencia equivalente a al menos tres meses de tus gastos básicos antes de invertir. - Analizar muy detenidamente y con precisión cualquier inversión. - En caso de duda consultes con un asesor financiero certificado por CNMV - Mantenerte alejado de promesas de rentabilidades astronómicas, dinero rápido u otros esquemas engañosos. En Locos de Wall Street, nuestra misión es fomentar una educación financiera sólida, ética y accesible para todos, ayudando a nuestros seguidores a tomar decisiones informadas y responsables. ══════════════ #Uber #Palantir #SpaceX #BillAckman #LocosDeWallStreet

Los Locos de Wall Street
Los Resultados de Uber Dividen al Mercado | Sanedrín

Los Locos de Wall Street

Play Episode Listen Later Aug 10, 2026 66:48


Uber ($UBER) ha presentado resultados que han dividido al mercado: mientras inversores como Bill Ackman ven en la compañía "una inversión de mucho sentido común", el mercado está preocupado por la amenaza del coche autónomo, especialmente tras la decisión de Waymo de romper la exclusividad con Uber y la entrada del robotaxi de Tesla en el juego. En este Sanedrín analizamos a fondo los resultados de Uber, su modelo de negocio, la evolución de su free cash flow, y evaluamos si la amenaza del robotaxi es real o si el mercado está siendo demasiado pesimista con una compañía que sigue creciendo en ingresos y generando caja. Suscríbete al canal para más análisis de empresas cotizadas y educación financiera. Síguenos en redes: Instagram: https://www.instagram.com/locosdewallstreet/ X/Twitter: https://x.com/LocosWallStreet Canal de WhatsApp: https://www.whatsapp.com/channel/0029Vb0xgos9MF96wv0aKI31 Dos cosas que debes saber: 1 - Cada día mandamos un email con una idea, estrategia o reflexión privada para que avances más rápido en tu camino como inversor. El de hoy ya te lo has perdido, si quieres recibir el de mañana, te apuntas en: https://locosdewallstreet.com/7-errores/ 2 - Al apuntarte recibes un video titulado «7 errores fatales (muy habituales) en la selección de oportunidades en bolsa». Me da igual en lo que inviertas, tus años de experiencia o el tamaño de tu cartera. Si inviertes deberías verlo (antes de tomar una decisión de la que poder arrepentirte). Lo recibes al apuntarte en nuestra newsletter aquí: https://locosdewallstreet.com/7-errores/ ══════════════ DISCLAIMER El contenido de este canal de YouTube tiene exclusivamente fines educativos y no constituye asesoramiento financiero ni recomendaciones de inversión. Todos los temas tratados están diseñados para ayudar a los espectadores a entender mejor el mundo de las finanzas, pero las decisiones de inversión deben tomarse de forma personal y bajo la responsabilidad de cada individuo. Invertir en mercados financieros conlleva riesgos significativos debido a su complejidad y volatilidad. Es posible perder parte o la totalidad del capital invertido. Por ello, es fundamental que realices tu propio análisis antes de tomar cualquier decisión y, si lo consideras necesario, consultes con un profesional financiero acreditado. Recomendamos: - Contar con un fondo de emergencia equivalente a al menos tres meses de tus gastos básicos antes de invertir. - Analizar muy detenidamente y con precisión cualquier inversión. - En caso de duda consultes con un asesor financiero certificado por CNMV - Mantenerte alejado de promesas de rentabilidades astronómicas, dinero rápido u otros esquemas engañosos. En Locos de Wall Street, nuestra misión es fomentar una educación financiera sólida, ética y accesible para todos, ayudando a nuestros seguidores a tomar decisiones informadas y responsables. ══════════════ ÍNDICE 00:00 - Introducción 09:28 - Empieza el análisis de Uber 13:04 - Vehículos autónomos: precios y demanda 25:33 - Alianzas estratégicas y competencia 31:20 - Métricas operativas y valoración 44:57 - Preguntas de la comunidad (Q&A) #Uber #UBER #Waymo #Robotaxi #Sanedrín #LocosDeWallStreet

Business Pants
Meritocracy = boys, DOGE fraud, Zuck's publicity stunt, simple minded governance

Business Pants

Play Episode Listen Later Aug 7, 2026 59:35


Story of the Week (DR):Uber's Strategy for Fighting Sexual Assault Suits: ‘What Were You Wearing?'An aggressive defense strategy is being used in response to an avalanche of litigation, with over 4,000 lawsuits filed by passengers accusing Uber of failing to protect them from sexual assaultWhile Uber publicly champions itself as a "survivor-centric" ally and trains support staff against victim-blaming, its defense lawyers ruthlessly contradict this to protect the $145 billion company.Uber's attorneys aggressively interrogate survivors about their clothing (e.g., asking if they wore underwear or heels), drug and alcohol consumption, and sexual history.The legal team weaponizes past trauma by scouring private medical records and therapy notes, even petitioning courts to force survivors to undergo psychiatric exams or reveal details of childhood abuse to paint them as "unreliable narrators".Legal experts warn these scorched-earth tactics are deliberately designed to re-traumatize victims, discouraging lawsuits and intimidating survivors into settling.Chief Legal Officer Tony West: “Why safety is personal to me”Cites his public service career to cover for ruthless corporate tactics, like drafting Prop 22 to strip driver protections.Frames survivor trauma as a flaw of the "adversarial legal system," deflecting from Uber's own attorneys using aggressive, victim-blaming tactics to minimize payouts.Uses a single favorable quote from one trial judge to dismiss widespread litigation abuse.Touts ending forced arbitration while continuing to block class-action lawsuits, trapping survivors in isolated 1-on-1 fights.Brags about transparent reporting despite Uber burying 400,000+ assault complaints (2017–2022) under labels like "unaudited."TikTok Withheld a Safety Feature From Millions. One Died by SuicideWhen TikTok tweaked its algorithm in 2021 to stop users from being overwhelmed with harmful content, the company didn't roll out the safer version to everyone, a confidential internal document shows.Instead, to see if the change might reduce the app's stickiness, the company conducted an experiment. It created a control group of 10% of US users — at the time, that would have been about 15 million people — who kept the old version of the app.This group, according to the document, included 16-year-old Chase Nasca. TikTok's algorithm pushed him thousands of videos about suicide, sadness, hopelessness and loneliness, right up until he killed himself.TikTok says moderator error delayed removal of Perez Hilton's livestream showing acts of self-harmGAO finds Elon Musk's DOGE inflated claims of $110 billion in savings for federal governmentThe GAO found that 96% of the savings DOGE claimed from grant cancellations lacked supporting evidence or methodology to verify.DOGE claimed $27.4 billion in savings across 2,503 contracts—including a $1.7 billion Pentagon IT deal—that were never actually terminated or reduced.Over 40% of the lease cancellations listed on DOGE's "Wall of Receipts" were already in progress before the agency was created.GAO uncovered widespread data errors, such as overstating total lease savings by nearly $60 million and failing to report baseline limitations.DOGE failed to disclose how it calculated its metrics and completely ignored GAO requests for interviews and supporting data.Where are Elon Musk's former DOGE staffers now?Edward “Big Balls” Coristine: a whistleblower alleged that Coristine planned to upload sensitive Social Security Administration data to an unsecured server. He also helped dismantle the U.S. Agency for International Development, or USAID.Coristine now appears to work at the National Design Studio, an office created to overhaul federal websites and other public-facing services, making them more usable, visually consistent and less expensive to build.Jeremy Lewin: helped oversee the dismantling of USAIDLewin later became the State Department's senior official for foreign assistance, humanitarian affairs and religious freedom, giving a former DOGE operative authority over the programs his old team had helped slash.He was subsequently reported to be moving to the White House National Security Council.Nate Cavanaugh and Justin FoxFounded a holding company called Special, which promises to do for private businesses what DOGE did for the federal government.“To achieve this, Special is building an operating system to transform critical American industries with AI. We call it SpecialOS.”Gavin Kliger, Luke Farritor, Marko Elez and Jack SteinFounded Cathedral, a startup that plans to use AI to expand U.S. military cyber capabilities, including defenses against adversaries such as China.Reuters reported that the company raised $160 million at a $1.4 billion valuation.Ethan Shaotran: helped move thousands of immigrants into the government's “Master Death File,” effectively deactivating their Social Security numbers.Founded Blitz Industries, which he described to Wired as “a defense company backed by big names.”Elon Musk: SpaceX Achieves Its First Moon Landing by Accidentally Crashing Into It at 5,400 Miles Per Hour, Causing Huge Explosion and 60-Foot CraterWhy companies that call themselves meritocracies don't always pay equally AND Meritocracy claims make managers pay men more than equally qualified women MMExplicitly branding an organization a "meritocracy" lowers managers' vigilance against bias, ironically making them more likely to discriminate.Given identical job titles and performance ratings, managers in self-proclaimed meritocracies systematically award higher bonuses and raises to men over equally qualified women.The meritocracy illusion compounds wage gaps across demographics, yielding lower financial rewards for women, racial minorities, and immigrants with identical output.Vague definitions of "merit" allow supervisors to act on personal favorability and affinity bias while genuinely believing their choices are purely objective.Trusting the "meritocracy" label creates false complacency, leading companies to eliminate or skip active pay-equity audits that would otherwise catch these disparities.Goodliest of the Week (MM/DR):DR: Google Scraps AI Satellite Images Within 24 Hours: Why 'Deepfakes in the Sky' Alarmed ResearchersThis happened after facing fierce backlash from journalists, researchers, and open-source intelligence experts who warned that it could accelerate the spread of misinformation.The feature allowed users to generate AI-created satellite images by zooming into any location in Google Earth and entering a text prompt.MM: Courts: MM DRCourt rules against Trump EPA's freeze of $20B in ‘green bank' fundsUBS fined record $125 million for money laundering violationsMeta fined $567m in largest child safety ruling against social media giantJudge says Nexstar can't appoint its executives to TEGNA's Board of DirectorsAssholiest of the Week (MM):Everything's a publicity stunt:Jealously Watching OpenAI and Anthropic, Meta Suddenly Claims That Its AI Went on a Hacking Spree TooZuckerberg conveys ‘apologies' for child sex abuse material, errors in operating the platform, government sources say‘Pure insanity'—Elon Musk details SpaceX's plan to turn the moon into its newest manufacturing siteAnthropic's Mythos created fake identities to fool humans in new cyber incidentGAO finds Elon Musk's DOGE inflated claims of $110 billion in savings for federal governmentEverything's a vanity projectJeff Bezos Says He's Selling $1 Billion In Amazon Stock Every Year to Fund Blue Origin — ‘It's The Most Important Work I'm Doing'SpaceX Achieves Its First Moon Landing by Accidentally Crashing Into It at 5,400 Miles Per Hour, Causing Huge Explosion and 60-Foot CraterJudge Sets Paramount-Warner Bros. Merger Trial for MarchEveryone's a victimThe AI bros are lonelyPalantir CEO Alex Karp Says Frontier AI Labs Will Steal Your IP, Your Know-How, and Your Expertise — ‘You Deserve To Be Colonized'‘Socialism is a disaster': Bill Ackman says Zohran Mamdani's bad left-wing housing policy is worsening New York's affordability crisisNo one is accountable DRBobby Kotick, former CEO of Activision, may join Paramount's board of directorsJefferies analyst calls out ‘simple-minded' criticism of SpaceX's governanceABC, CBS, and NBC aired nearly 200 segments about three U.S. heat events without mentioning climate changeDisney (Iger, still), Ellison family, and Roberts family - one cowed exec, two dictators!Headliniest of the WeekDR: Pepsi is launching soda-scented body wash and scrub in a beauty collaborationPwC U.S. CEO [Paul Griggs] advises young workers to say yes a lot, even if it means working on the weekends—‘That person climbs into the next role'Top Consulting Group PwC Caught Using AI on “Thought Leadership” Report About AI, Resulting in Corporate Document Filled With Bizarre HallucinationsDoorDash CEO Tony Xu once thought his $87 billion company would only make $100 million. He tells founders to be ‘greedy' and dream biggerClass A = 1 vote; Class B = 20 votes; CEO Tony Xu personally owns roughly 3% of actual shares but controls 55% of voting power via a “binding agreement” with the other co-foundersMisleading proxy shows he got paid $432k (they cited a 12:1 pay ratio) but he actually made $343M from shares and stocksDoorDash excludes Dashers from SEC disclosures by classifying them as 1099 independent contractors.Factoring drivers into the worker pool expands the headcount from 20,000 to over 7 million, moving the median worker from corporate offices directly onto the delivery platform.Dasher: while gross pay averages ~$15–$22/hour, net driver earnings sink further after deducting out-of-pocket expenses like fuel, vehicle wear, and self-employment taxes, pulling true net median compensation closer to $400–$900 annuallyAnthropic CEO reportedly worried new hires only care about money: reportedly expressed concern about new talent coming to the company for the money rather than the missionMM: Stripe CEO says his ‘urgency' to drop out of MIT ‘was a bit unnecessary'Who Won the Week?DR: Harvard Business School graduates TikTok CEO Shou Zi Chew and TikTok US CEO Adam Presser, because nobody ever talks about you or knows who you areMM: Meat. After seeing Salad and Go files for Chapter 11 bankruptcy after cyclospora fears worsened its challenges, you can't help but wonder if RFK Jr orchestrated a parasite to get people to buy more meat.PredictionsDR: Tony Xu introduces Class F stock where shareholders' children enter indentured servitude and must deliver 1000 Cheesy Gordita Crunches from Taco Bell before they are set free ; they will then get 0.0002 shares per voteMM: Boards are calling retired CEOs back as succession pipelines run dry: Boards run out of ex-CEOs to re-king and begin looking for different, egalitarian, integrated professionals to fill new roles. They call it DEI.

Only in Seattle - Real Estate Unplugged
Hochul's New York Rent Socialism Is A Disaster Ackman Issues Stark Warning

Only in Seattle - Real Estate Unplugged

Play Episode Listen Later Aug 6, 2026 25:06


Bill Ackman isn't mincing words: New York City's housing affordability crisis isn't caused by capitalism — it's caused by city hall. In a wide-ranging interview, the Pershing Square founder named Zohran Mamdani's rent freeze agenda and the policy environment enabled by Governor Kathy Hochul as the structural drivers behind New York's housing collapse. Rent stabilization boards have already frozen over a million units, pulling thousands off the market entirely as landlords exit rather than operate at a loss.Sean breaks down Ackman's structural argument and why it resonates with anyone who understands real estate: two-tier rent markets always produce the same result — a shrinking supply of available units, ballooning costs for everyone outside the stabilized tier, and a political class that claims to protect renters while making housing progressively unaffordable. The comparisons to Seattle's energy policy failures, Florida and Oklahoma property-tax cuts, and Austin's supply-driven rent drops make clear this is a repeatable pattern, not an accident.The warning is blunt: if Mamdani's socialist housing vision succeeds in New York, every renter who isn't already locked into a stabilized unit pays the price. Ackman's calling it. Sean agrees completely.Subscribe to @reasonablenews for daily commentary on the stories the mainstream press buries.#NFRP #NewYork #KathyHochulGO PREMIUM WITH REASONABLE+ FOR UNCENSORED ACCESS

De Beursvoyeurs
Beursvoyeurs Zomer | Jurgen Vluijmans (Backstage Communications): 'Bill Ackman zou in Brussel aankloppen bij Ackermans & van Haaren'

De Beursvoyeurs

Play Episode Listen Later Jul 29, 2026 25:07


Welkom bij de zomerreeks van de Beursvoyeurs. In deze reeks praat Ellen Vermorgen met bekende beleggers over hun beleggingsheld. In deze vierde aflevering komt Jurgen Vluijmans langs. Hij is vennoot bij Backstage Communication en deelt zijn passie voor Bill Ackman. Ontdek het in de vierde aflevering van De Beursvoyeurs Zomer! Host: Ellen Vermorgen Gast: Jurgen Vluijmans Redactie en productie: Lore AllegaertSee omnystudio.com/listener for privacy information.

The Brian Kilmeade Show Free Podcast
Lydia Moynihan: Radical Policies & Rising Antisemitism Are Driving Business Out Of NYC

The Brian Kilmeade Show Free Podcast

Play Episode Listen Later Jul 25, 2026 18:36


New York Post columnist Lydia Moynihan joins The Brian Kilmeade Show to react to top business leaders like Charles Kushner and Bill Ackman speaking out against radical socialist policies and rising antisemitism in New York City. She breaks down the economic fallout of rent freezes, new taxes targeting high earners, and Governor Hochul's moratorium on data centers. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Andrew Huberman - Audio Biography
Biography Flash: Huberman Unfiltered - Protocols Peptides and the Private Life Behind the Science

Andrew Huberman - Audio Biography

Play Episode Listen Later Jul 25, 2026 3:55


Andrew Huberman Biography Flash a weekly Biography. In the past few days, Andrew Huberman's public story has revolved around a blend of high-profile media, ongoing business activity, and a few tantalizing hints to his fiercely guarded personal life, all of which continue to shape the long arc of his biography. The most biographically significant development is the continued impact of his marathon appearance on The Tim Ferriss Show, episode 876, titled “Dr. Andrew Huberman — Peptides, Performance, and Protocols.” Tim Ferriss and summary outlets like Shortform report that Huberman laid out detailed, protocol-level guidance on peptides, stress, and performance, emphasizing his core principle that “high morning cortisol, low evening cortisol” should anchor every health routine. This episode, released this week, is already being widely clipped and shared, reinforcing Huberman's position as a leading public architect of evidence-based health protocols and broadly expanding his influence into peptide and longevity culture. Closely tied to that is the ongoing circulation of his YouTube content, including recent episodes such as “Accelerate Learning & Increase Cognitive Capacity,” where he elaborates on new, hard, and social activities as the best evidence-backed tools for building cognitive capacity, a point echoed by neuroscience-focused accounts like BetterBrain on LinkedIn. These appearances and shares are consolidating his reputation not just as a sleep-and-focus guy, but as a broad systems thinker about brain optimization and learning. On the business and ecosystem front, Fortune reports that billionaire Bill Ackman's Pershing Square Foundation has purchased a massive Manhattan site to build the Ackman Oxman Institute for brain research. While Huberman is not named as a principal in the project, the institute's planned focus on rehab, longevity, and nutrition sits directly in his domain, and industry observers are already informally speculating that figures like Huberman could be drawn into advisory, collaborative, or visiting roles over time. That speculation remains unconfirmed; there is no verified reporting yet that Huberman is involved. Huberman's own platform continues to evolve: his Instagram reel inviting listeners to submit audio questions at HubermanLab.com/myquestion underscores his shift toward a more interactive, community-driven model, potentially influencing the future format of Huberman Lab episodes and deepening his relationship with a global audience. Meanwhile, a cluster of online commentary pieces, including Glam Fame Monitor and Harvest Church blogs, describe him as married to a partner in academia and explore his “quiet presence” of a wife or girlfriend. These posts rely on public records and limited disclosures but are not backed by major news outlets, so details of his relationship status and partner's identity should be treated as lightly sourced and partly speculative, consistent with his long-standing effort to keep his private life off the main stage. There are no widely reported major negative headlines, scandals, or career reversals about Huberman in the past 24 hours from primary news organizations; the current narrative is one of steady expansion of his protocols into mainstream performance and wellness culture, with growing entanglement between neuroscience, media, and high-end philanthropy. Thank you for listening, and be sure to subscribe so you never miss an update on Andrew Huberman, and search the term Biography Flash for more great biographies. Thanks for listening. This has been a Quiet Please production. Get the best deals https://amzn.to/3ODvOta

The Brian Kilmeade Show Free Podcast
Trump Reportedly Preparing “Massive Attack” to End Iran

The Brian Kilmeade Show Free Podcast

Play Episode Listen Later Jul 24, 2026 122:47


Is President Trump preparing a massive strike on Iran? On today's edition of The Brian Kilmeade Show, Brian breaks down the surging tensions in the Middle East, military buildup in the Red Sea, and Senator Tim Sheehy's powerful address regarding Iran's global threat. Plus, New York Post columnist Lydia Moynihan joins the show to discuss why business leaders and top taxpayers like Bill Ackman and Ken Griffin are fleeing NYC as socialist policies take hold. [00:18:26] Lydia Moynihan   [00:36:50] Rep. Bryan Steil   [00:55:13] Jake Altman   [01:13:37] Trey Yingst   [01:32:01] Doug Schoen Learn more about your ad choices. Visit podcastchoices.com/adchoices

Money Rehab with Nicole Lapin
Bill Ackman on His Investing Playbook, His Bullish and Bearish Bets, and What Could Trigger the Next 2008

Money Rehab with Nicole Lapin

Play Episode Listen Later Jul 20, 2026 48:10


Bill Ackman built one of the most closely watched hedge funds on Wall Street; when he speaks, markets move. Literally. Today, he joins Nicole to break down the opportunities he's seeing in the market, which companies are in his portfolio, and what could trigger the next 2008.  Bill walks Nicole through his investing playbook, the biggest mistake new investors make, and whether we're in an AI bubble. Then, Nicole and Bill play a rapid-fire round of Bullish or Bearish where Bill gives his takes on gold, Bitcoin, Chipotle, Starbucks, T-bills, Trump, and Mamdani. Bill also gets personal about his inheritance plans for his four daughters, what he actually thinks makes someone successful in business, and whether he would run for office. Check out Nicole's financial literacy course⁠ ⁠The Money School⁠⁠  Find a Financial Advisor or Financial Coach from Nicole's company⁠ ⁠Private Wealth Collective⁠⁠  Watch video clips from the pod on⁠ ⁠Money Rehab's Instagram⁠⁠ and⁠ ⁠Nicole Lapin's Instagram⁠⁠  ⁠Follow Bill Ackman⁠ on X Learn about ⁠Pershing Square⁠ Here's what Nicole covers with Bill: 00:00 Are You Ready for Some Money Rehab? 01:14 Bill Ackman on the State of the Economy Right Now 03:00 Who Wins the AI Race: OpenAI vs. Anthropic vs. SpaceX 04:31 Why a Great Business Is Like a Bond 05:56 Is the Stock Market Too Expensive Right Now? 07:01 Where to Put Your First $1,0000 7:39 Inside Pershing Square's 12-15 Stock Portfolio 09:22 Democratizing Hedge Funds with PSUS 10:39 Buying Stocks at a Discount 11:18 Apple's Innovation Problem and Life After the iPhone 12:33 The Best Advice for New Investors 14:06 Are We in an AI Bubble? 16:46 Predicting the Future and the Next Financial Crisis 17:52 Why You Should Never Borrow Against Your Stocks 19:20 Carl Icahn's Billion-Dollar Leverage Cautionary Tale 20:16 The Worst Investing Advice He's Ever Heard 23:00 Fixing the Retirement Crisis 25:48 Bullish or Bearish: Gold, Bitcoin, Chipotle, Starbucks, Trump and Mamdani 33:30 What It's Like When Your Tweets Move Markets 35:15 Would Ackman Ever Run for Mayor of NYC? 38:01 The World He Wants for His Four Daughters (and His Inheritance Plan) 42:25 The Real Formula for Success in Business 44:21 Bill Ackman's Tip You Can Take Straight to the Bank All investing involves the risk of loss, including loss of principal. This podcast is for informational purposes only and does not constitute financial, investment, or legal advice. Always do your own research and consult a licensed financial advisor before making any financial decisions or investments.

The Trend with Rtlfaith
Ohio 2026: Elon Musk Gives Vivek Ramaswamy $5 Million as the 11th and 12th District Races Take Shape

The Trend with Rtlfaith

Play Episode Listen Later Jul 18, 2026 33:20


Ohio just landed at number one on CNBC's 2026 list of the best states for business, the first time it has ever finished first. In this Ohio Edition of the Purple Political Breakdown, Radell Lewis follows the money and the power lines behind that ranking, and breaks down who is actually on your 2026 ballot in Ohio's 11th and 12th Congressional Districts. We get into Elon Musk's five million dollar check to V PAC: Victors, Not Victims, the super PAC backing Vivek Ramaswamy, and the billionaire donors behind its nearly forty two million dollar haul (Jeff Yass, Ratmir Timashev, Bill Ackman, and Ross Stevens). Plus Ramaswamy's twenty five million dollar loan to his own campaign, the Secretary of State flag on more than five hundred thousand dollars in unitemized spending, Amy Acton's small-dollar contrast, and Sherrod Brown breaking with the building trades to hit Jon Husted over data centers in the Senate race. Statehouse Watch covers the three hundred fourteen million dollars Ohio has made leasing public land to fracking, the new college syllabus rules under Senate Bill 1, the Medicaid anti-fraud law Senate Bill 315, and the Rooster case, where blogger D.J. Byrnes faces an October jury trial over an image texted to State Senator Jerry Cirino. County of the Week is Allen County and Lima, where Google's five hundred million dollar data center has neighbors up in arms. District Watch, so you know who you are voting for: Ohio 11 (Cleveland): incumbent Democrat Shontel Brown versus Republican Mike Kirchner, with independent Cortney Peterson also on the ballot. Ohio 12 (central and eastern Ohio): incumbent Republican Troy Balderson versus Democrat Jerrad Christian, a 2024 rematch. Plus the latest AARP poll showing tight Governor and Senate races, and Ohio's nation-leading drop in Affordable Care Act enrollment after enhanced subsidies expired. Political solutions without political bias, building a better Ohio on the way to a better America. PODCAST NETWORK ALIVE Podcast Network. Link: https://alivepodcastnetwork.com/ CONVERSATION PLATFORMS HeadOn - A platform for contentious yet productive conversations. It's a place for hosted and unguided conversations where you can grow a following and enhance your conversations with AI features. Link: https://app.headon.ai/ Living Room Conversations - Building bridges through meaningful dialogue across political divides. Link: https://livingroomconversations.org/ UNITY MOVEMENTS Us United - A movement for unity that challenges Americans to step out of their bubbles and connect across differences. Take the Unity Pledge, join monthly '30 For US' conversation calls, wear purple (the color of unity), and participate in National Unity Day every second Saturday in December. Their programs include the Sheriff Unity Network and Unity Seats at sports events, proving that shared values are stronger than our differences. Link: https://www.us-united.org/ BALANCED NEWS & INFORMATION OtherWeb - An AI-based platform that filters news without paywalls, clickbait, or junk, helping you access diverse, unbiased content. Link: https://otherweb.com/ VOTING REFORM & DEMOCRACY Equal Vote Coalition & STAR Voting - Advocating for voting methods that ensure every vote counts equally, eliminating wasted votes and strategic voting. Link: https://www.equal.vote/star Future is Now Coalition (FiNC) - A grassroots movement working to restore democracy through transparency, accountability, and innovative technology while empowering citizens and transforming American political discourse. Link: https://futureis.org/ POLITICAL ENGAGEMENT Independent Center - Resources for independent political thinking and civic engagement. Link: https://www.independentcenter.org/ r/PolicySolutions - A subreddit where people can post and discuss political solutions. Link: https://www.reddit.com/r/policysolutions/ GET DAILY NEWS Text 844-406-INFO (844-406-4636) with code 'purple' to receive quick, unbiased, factual news delivered to your phone every morning via Informed (https://informed.now) Check Out the Unfuck America Tour & National Ground Game: https://www.nationalgroundgame.com/ Check Out the CIVICS App to Know More About Your Politicians: https://www.civicpolitics.com Subscribe to the Substack: https://open.substack.com/pub/purplepoliticalbreakdown/p/welcome-to-the-purple-political-breakdown?r=3z2cmw&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true ALL LINKS https://linktr.ee/purplepoliticalbreakdown The Purple Political Breakdown is committed to fostering productive political dialogue that transcends partisan divides. We believe in the power of conversation, balanced information, and democratic participation to build a stronger society. Our mission: 'Political solutions without political bias.' Subscribe, rate, and share if you believe in purple politics - where we find common ground in the middle! Also if you want to be apart of the community and the conversation make sure to Join the Discord: https://discord.gg/ptPAsZtHC9

Los Locos de Wall Street
La Jugada de Bill Ackman con Microsoft que Michael Burry También Aprueba

Los Locos de Wall Street

Play Episode Listen Later Jun 29, 2026 32:03


¿Por qué Bill Ackman dice que Microsoft es imposible de disrumpir y Michael Burry está haciendo la misma apuesta con una estrategia diferente? ¿Y por qué Nagarro acaba de poner fin a meses de especulación y rumores de OPA? En este resumen semanal analizamos el cambio de paradigma que estamos viviendo en el mercado: las Siete Magníficas cayendo mientras compañías más aburridas suben, el problema del CAPEX en inteligencia artificial y por qué el mercado rara vez recompensa a las empresas que invierten masivamente durante su fase de construcción. En este resumen tratamos la jugada de Michael Burry con una LEAP a dos años en Microsoft y por qué Bill Ackman coincide en su tesis de que es imposible competir contra los 450 millones de usuarios de Office 365, la caída de Apple un 11% en un mes por el precio de los componentes y su pulso con Trump por los chips chinos, los resultados históricos de Micron con un crecimiento del 346% en ingresos, el cierre de la OPA de Nagarro a 81 dólares tras meses de polémica en la comunidad inversora, y la fiebre de Wendy's al estilo GameStop impulsada por Wall Street Bets. Dos cosas que debes saber: 1 - Cada día mandamos un email con una idea, estrategia o reflexión privada para que avances más rápido en tu camino como inversor. El de hoy ya te lo has perdido, si quieres recibir el de mañana, te apuntas en: https://locosdewallstreet.com/7-errores/ 2 - Al apuntarte recibes un video titulado «7 errores fatales (muy habituales) en la selección de oportunidades en bolsa». Me da igual en lo que inviertas, tus años de experiencia o el tamaño de tu cartera. Si inviertes deberías verlo (antes de tomar una decisión de la que poder arrepentirte). Lo recibes al apuntarte en nuestra newsletter aquí: https://locosdewallstreet.com/7-errores/ ══════════════ DISCLAIMER El contenido de este canal de YouTube tiene exclusivamente fines educativos y no constituye asesoramiento financiero ni recomendaciones de inversión. Todos los temas tratados están diseñados para ayudar a los espectadores a entender mejor el mundo de las finanzas, pero las decisiones de inversión deben tomarse de forma personal y bajo la responsabilidad de cada individuo. Invertir en mercados financieros conlleva riesgos significativos debido a su complejidad y volatilidad. Es posible perder parte o la totalidad del capital invertido. Por ello, es fundamental que realices tu propio análisis antes de tomar cualquier decisión y, si lo consideras necesario, consultes con un profesional financiero acreditado. Recomendamos: - Contar con un fondo de emergencia equivalente a al menos tres meses de tus gastos básicos antes de invertir. - Analizar muy detenidamente y con precisión cualquier inversión. - En caso de duda consultes con un asesor financiero certificado por CNMV - Mantenerte alejado de promesas de rentabilidades astronómicas, dinero rápido u otros esquemas engañosos. En Locos de Wall Street, nuestra misión es fomentar una educación financiera sólida, ética y accesible para todos, ayudando a nuestros seguidores a tomar decisiones informadas y responsables. #Microsoft #Nagarro #Micron #BillAckman #MichaelBurry #LocosDeWallStreet #ResumenMercado #WallStreet #Invertir2026 #Bolsa #AnálisisBursátil #InteligenciaArtificial #Apple #OPA #InversiónEnBolsa ══════════════

Fill or Kill
Avsnitt 586 - Var ska AI stålarna in härnäst

Fill or Kill

Play Episode Listen Later Jun 23, 2026 64:00


Dagens ämnen: 0:00 Intro 4:43 BTA-handel 9:01 AI-frossan 23:32 Sivers 25:03 Bill Ackman 30:06 FDA 36:52 Fotbolls-VM 40:00 Fed 46:25 Veckans Fill or Kill 47:38 Intervju med Erik Strömstedt vd för Talkpool! https://talkpool.com/    Tack RoboMarkets! https://open.spotify.com/show/7nqoFzFNOZHoQDUnrwKf4L   @RoboMarketsSE Tack @ParetoSecSe! https://www.paretosec.se/courtageerbjudande-2026 

The Dividend Cafe
Is This the Dreaded Top

The Dividend Cafe

Play Episode Listen Later Jun 19, 2026 24:23


Today's Post - https://bahnsen.co/4fUPJml David Bahnsen hosts Friday's Dividend Cafe from East Hampton on June 19, a Juneteenth market holiday, and discusses whether current conditions signal a “top” while rejecting short-term market timing. He notes elevated S&P 500 multiples based on operating earnings and warns that today's concern is more about market mood and complacency than valuations alone, citing Bill Ackman's SpaceX-related quote as symptomatic of circular reasoning about value. Bahnsen argues the risk paradigm is shifting as companies move from low reinvestment and buybacks toward heavy capex, more borrowing, and potential equity issuance. He highlights NVIDIA and Broadcom stocks lagging despite strong revenue growth as possible signs of over-discounted narratives, and points to extreme SpaceX valuation as a sentiment indicator. He also describes a Fed leadership shift toward a more constrained approach that may tolerate froth coming out of risk assets, concluding investors should prioritize rational, defensible portfolios tied to operating performance and dividend growth. 00:00 Summer Intro and Holiday 00:57 Is This the Top 02:33 Valuations Aren't the Trigger 04:45 The Market Vibe Problem 06:13 Ackman Quote Warning Sign 09:27 Risk Paradigm Shifts 11:59 NVIDIA and Broadcom Signals 14:32 SpaceX Valuation and Mood 16:19 Fed Regime Change 19:53 Do the Right Thing 22:19 Closing Thanks Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

AJ Bell Money & Markets
SpaceX IPO as it happened

AJ Bell Money & Markets

Play Episode Listen Later Jun 19, 2026 56:15


In this week's episode of the AJ Bell Money & Markets podcast, Charlene Young and Danni Hewson unpack the latest developments in the Middle East and what they mean for markets, oil prices and your everyday finances. They also dive into fresh UK inflation figures and what they could mean for interest rates in the second half of 2026. Danni takes a closer look at the blockbuster SpaceX IPO and why investors are piling in, Charlene runs through some eye-catching ‘trillionaire maths' and reflects on 10 years since the Brexit vote. There's a warning for motorists over the cost of spreading car insurance payments and Danni sits down with JP Morgan to find out what's happening on the ground in Korea and other emerging markets. Plus, we bring you a teaser of a special series of video chats with Bill Ackman, CEO of Pershing Square.   [00:08] Intro [01:26] Middle East impact on markets and oil [06:30] UK inflation update and interest rate expectations [16:42] Pizza Hut sale [22:04] SpaceX IPO review [36:07] Bill Ackman [37:57] Brexit vote – 10 years on [42:34] Which? warning on car insurance [45:28] Interview – Emily Whiting, investment specialist at JP Morgan

Behind the Bastards
Part Two: The Rise of the "Activist" Investor

Behind the Bastards

Play Episode Listen Later Jun 11, 2026 71:42 Transcription Available


Robert concludes the story of the rise and fall of an activist investor we can now admit was just Bill Ackman all along.See omnystudio.com/listener for privacy information.

All-In with Chamath, Jason, Sacks & Friedberg
Bill Ackman: Investment Strategy, What the Market is Missing, How AI Breaks Businesses

All-In with Chamath, Jason, Sacks & Friedberg

Play Episode Listen Later Jun 3, 2026 29:59


(0:00) Bill Ackman joins the show! (0:30) Evolving investment philosophy: What's changed over 20 years? (4:40) AI: Greatest time to build a business, and a major threat to portfolios (7:50) Predicting market moves, the "rubber band effect" (16:00) Owning founder-led companies (19:30) Building the next Berkshire Hathaway Thanks to our partners for making this possible! EY - Agentic AI is introducing a new investment discipline. As AI shifts to consumption-based models, EY connects spend to enterprise value. https://www.ey.com/en_us/insights/ai/agentic-ai-token-costs?WT.mc_id=3501318&AA.tsrc=sponsorship NYSE - Thank you to our partner, the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE. https://www.nyse.com Plaud - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight. https://www.plaud.ai Follow Bill Ackman: https://x.com/BillAckman Apply for Summit 2026: ⁠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

WSJ Minute Briefing
Lululemon Is Making Peace With Its Founder

WSJ Minute Briefing

Play Episode Listen Later May 27, 2026 2:41


Plus: Robinhood adds a new feature to let customers use AI to trade. And a major shareholder of Universal Music Group slams the $65 billion bid from Bill Ackman's Pershing Square Capital. Alex Ossola hosts. Sign up for WSJ's free What's News newsletter. An artificial-intelligence tool assisted in the making of this episode by creating summaries that were based on Wall Street Journal reporting and reviewed and adapted by an edito Learn more about your ad choices. Visit megaphone.fm/adchoices

Chit Chat Money
What 10 Top Investors Bought And Sold Last Quarter (UBER, MSFT, SPOT + More)

Chit Chat Money

Play Episode Listen Later May 27, 2026 68:12


On this episode of Chit Chat Stocks, we dive into 10 different 13Fs from various fund managers in Q1. We discuss: (00:00) Introduction (02:58) Bill Ackman (10:15) Berkshire Hathaway (18:59) Akre Capital (27:13) Druckenmiller (41:05) Pat Dorsey (54:40) Value Act (01:03:27) Research Ideas and Final Takeaways ***************************************************** Subscribe to our newsletter, Emerging Moats: emergingmoats.com  ********************************************************************* Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:  https://www.interactivebrokers.com/  Interactive Brokers is a member of SIPC.  ********************************************************************* Check out Value Spotlight: Stockwriteup.com  ********************************************************************* Fiscal.ai is building the future of financial data. With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price.  Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat  ********************************************************************* Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Learn more about your ad choices. Visit megaphone.fm/adchoices

WSJ Tech News Briefing
TNB Tech Minute: Bill Ackman's Pershing Square Announces New Stake in Microsoft

WSJ Tech News Briefing

Play Episode Listen Later May 15, 2026 1:52


Plus: Stellantis inks $1.17 billion electric vehicle deal with Chinese automaker Dongfeng Group. And the crypto industry notches a win in Washington. Danny Lewis hosts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Big Technology Podcast
Satya Nadella's OpenAI Concerns, Google's Next AI Model, The AI Monet Prank

Big Technology Podcast

Play Episode Listen Later May 15, 2026 54:55


Join us for the Big Technology AI Summit on June, 18, 2026. Get your tickets here: summit.bigtechnology.com.... Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Satya Nadella criticizing his OpenAI partnership 2) Did Microsoft play the OpenAI deal right? 3) AI native vs. bold on debate 4) Which big tech company will rank No. 1 in AI? 5) Bill Ackman buys Microsoft 6) OpenAI and Apple are on the outs 7) Claude for Small Business is here 8) What's coming up at Google IO 9) The Great 'AI Monet' Prank 10) Alright, alright, alright --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. Want a discount for Big Technology on Substack + Discord? Here's 25% off for the first year: https://www.bigtechnology.com/subscribe?coupon=0843016b Learn more about your ad choices. Visit megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

World of DaaS
Fundrise CEO Ben Miller: VCX, Roaring Kitty's revenge, and AI killing the office

World of DaaS

Play Episode Listen Later May 12, 2026 62:03


Ben Miller is the co-founder and CEO of Fundrise, an alternative asset management platform that gives individual investors access to private real estate, private credit, and venture capital. In March 2026, he listed the Fundrise Innovation Fund on the NYSE under the ticker VCX, one of the first publicly traded venture capital funds. VCX gives retail investors direct exposure to private companies like Anthropic, OpenAI, Databricks, and SpaceX. The fund manages over $650 million and has over 100,000 individual investors. Ben is a returning Summation guest.In this episode of Summation, Ben and Auren discuss:Why VCX traded up 700% on day one while Bill Ackman's fund traded down the next weekWhy ETFs fall apart for private markets and closed-end funds are the right structureHow AI will reshape real estate by 2031 and which markets get hit hardestThe hidden truth that SoHo, Wynwood, and Miami Beach were all built by the same personYou can find Auren Hoffman on X at @auren and Ben Miller on X at @benmillerise

The Wall Street Skinny
The INSANE Loophole GameStop Could Use to Pull Off Buying eBay (4x its Size)

The Wall Street Skinny

Play Episode Listen Later May 8, 2026 24:55


Send us Fan MailMichael Burry just dumped all his GameStop shares. eBay reportedly deactivated Ryan Cohen's account. And the $56 billion "takeover" GameStop pitched on CNBC? It would actually have eBay shareholders paying for most of it themselves. We're back to break down the latest twists in the GameStop–eBay drama — and why this deal is structured unlike almost any takeover Wall Street has seen.In this episode, Kristen walks Jen (and you) through the rollover equity mechanics that make this look less like an LBO and more like a SPAC, the precedent Bill Ackman set when he paid $10 million to get the SEC to approve his SPARC, and why levering eBay up at 7–10x puts the combined company at material bankruptcy risk over the next few years. We also get into why eBay might actually want a version of this deal (just not this version), and whether a  private equity firm could step in with a cleaner bid, Shop our Self Paced Courses:Investment Banking & Private Equity Fundamentals HEREFixed Income Sales & Trading HERESubscribe to our Substack: https://substack.com/@thewallstreetskinny

Trumpcast
Slate Money - Google Gets Its Bag

Trumpcast

Play Episode Listen Later May 2, 2026 45:29


This week: Google's parent company Alphabet announced an incredible $110 billion in first-quarter revenue thanks, in part, to the computing needs of the AI boom. Felix Salmon, Elizabeth Spiers, and Emily Peck, discuss the shocking earnings report and the reasons to doubt it as a sign of future growth, including the internet's ever-evolving information economy. Then, they get into Bill Ackman once again trying and failing to make a closed-end fund happen, and why he'll never be Warren Buffet. Finally they'll examine the utility of corporate merch, such as Palantir's french chore coat, and company retreats, like the Plex's disastrous Survivor-themed getaway. In the Slate Plus episode: Can you have a Tiktok and a job on Wall Street?Want to hear that discussion and hear more Slate Money? Join Slate Plus to unlock weekly bonus episodes. Plus, you'll access ad-free listening across all your favorite Slate podcasts. You can subscribe directly from the Slate Money show page on Apple Podcasts and Spotify. Or, visit slate.com/moneyplus to get access wherever you listen. Podcast production by Jessamine Molli and Cheyna Roth. Hosted on Acast. See acast.com/privacy for more information.

Slate Money
Google Gets Its Bag

Slate Money

Play Episode Listen Later May 2, 2026 45:29


This week: Google's parent company Alphabet announced an incredible $110 billion in first-quarter revenue thanks, in part, to the computing needs of the AI boom. Felix Salmon, Elizabeth Spiers, and Emily Peck, discuss the shocking earnings report and the reasons to doubt it as a sign of future growth, including the internet's ever-evolving information economy. Then, they get into Bill Ackman once again trying and failing to make a closed-end fund happen, and why he'll never be Warren Buffet. Finally they'll examine the utility of corporate merch, such as Palantir's french chore coat, and company retreats, like the Plex's disastrous Survivor-themed getaway. In the Slate Plus episode: Can you have a Tiktok and a job on Wall Street?Want to hear that discussion and hear more Slate Money? Join Slate Plus to unlock weekly bonus episodes. Plus, you'll access ad-free listening across all your favorite Slate podcasts. You can subscribe directly from the Slate Money show page on Apple Podcasts and Spotify. Or, visit slate.com/moneyplus to get access wherever you listen. Podcast production by Jessamine Molli and Cheyna Roth. Hosted on Acast. See acast.com/privacy for more information.

Slate Daily Feed
Slate Money - Google Gets Its Bag

Slate Daily Feed

Play Episode Listen Later May 2, 2026 45:29


This week: Google's parent company Alphabet announced an incredible $110 billion in first-quarter revenue thanks, in part, to the computing needs of the AI boom. Felix Salmon, Elizabeth Spiers, and Emily Peck, discuss the shocking earnings report and the reasons to doubt it as a sign of future growth, including the internet's ever-evolving information economy. Then, they get into Bill Ackman once again trying and failing to make a closed-end fund happen, and why he'll never be Warren Buffet. Finally they'll examine the utility of corporate merch, such as Palantir's french chore coat, and company retreats, like the Plex's disastrous Survivor-themed getaway. In the Slate Plus episode: Can you have a Tiktok and a job on Wall Street?Want to hear that discussion and hear more Slate Money? Join Slate Plus to unlock weekly bonus episodes. Plus, you'll access ad-free listening across all your favorite Slate podcasts. You can subscribe directly from the Slate Money show page on Apple Podcasts and Spotify. Or, visit slate.com/moneyplus to get access wherever you listen. Podcast production by Jessamine Molli and Cheyna Roth. Hosted on Acast. See acast.com/privacy for more information.

Business Casual
Got Ozempic Breath? & Goblins Infiltrate ChatGPT

Business Casual

Play Episode Listen Later May 1, 2026 27:54


Episode 836: Neal and Toby discuss the GDP report of the US economy which showed a solid growth of 2%, boosted by the all-out spending on AI. Next, Apple tops their quarterly earnings on strong iPhone sales, perhaps a promising sign for the post-Tim Cook era. Then, Ozempic might be helping people's waistlines…but it's not helping their breath. Meanwhile, Bill Ackman's firm falls flat in its public market debut. Finally, the Devil Wears Prada 2 opens in theaters.  Learn more at https://www.windmillair.com/MBD 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

The Best One Yet

Hilary Duff invested in & works out with Ladder… In the Ozempic era, muscles matter more.Meta's ad machine is more efficient than ever… Zuck's AI budget can acquire Detroit's Big 3.Bill Ackman has 2 Million followers… and just IPO'd the 1st Influencer hedge fund stock.Plus, Starbucks made $2B on the most confusing new drink trend… The Refresher.$META $MSFT $GOOG $AMZN $PTON $PSUSNEWSLETTER:https://tboypod.com/newsletter OUR 2ND SHOW:Want more business storytelling from us? Check our weekly deepdive show, The Best Idea Yet: The untold origin story of the products you're obsessed with. Listen for free to The Best Idea Yet: https://wondery.com/links/the-best-idea-yet/NEW LISTENERSFill out our 2 minute survey: https://qualtricsxm88y5r986q.qualtrics.com/jfe/form/SV_dp1FDYiJgt6lHy6GET ON THE POD: Submit a shoutout or fact: https://tboypod.com/shoutouts SOCIALS:Instagram: https://www.instagram.com/tboypod TikTok: https://www.tiktok.com/@tboypodYouTube: https://www.youtube.com/@tboypod Linkedin (Nick): https://www.linkedin.com/in/nicolas-martell/Linkedin (Jack): https://www.linkedin.com/in/jack-crivici-kramer/Anything else: https://tboypod.com/ About Us: The daily pop-biz news show making today's top stories your business. Formerly known as Robinhood Snacks, The Best One Yet is hosted by Jack Crivici-Kramer & Nick Martell. Hosted on Acast. See acast.com/privacy for more information.

Squawk on the Street
SOTS 2nd Hour: Bill Ackman LIVE, Another Semis Surge, & Today's Earnings To Watch 4/29/26

Squawk on the Street

Play Episode Listen Later Apr 29, 2026 43:37


This hour: A slew of earnings moves, Kevin Warsh gets confirmed as Fed Chair, and no SCOTUS decision just yet for Fed Governor Lisa Cook...  Carl Quintanilla, Sara Eisen, and David Faber broke down the latest stock swings - spanning Starbucks, Visa, NXP Semi, Seagate, Lululemon, and a whole lot more - with Evercore's Julia Emanuel and even got a read from the C-suite from one of them: Lemonade CEO Daniel Schreiber, fresh off results hitting those shares.   Elsewhere this hour: a deep-dive you don't want to miss with market veteran Bill Ackman... as he raises funds in a combined IPO of his new fund and his management firm.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Squawk on the Street
Mag 7 Earnings Countdown, Fed Decision and Warsh Vote, Starbucks and Robinhood CEOs 4/29/26

Squawk on the Street

Play Episode Listen Later Apr 29, 2026 43:22


Carl Quintanilla, Jim Cramer and David Faber covered a lot for the markets to digest: Earnings from Magnificent 7 components Alphabet, Amazon, Meta and Microsoft due out after the close, the Fed decision on rates and what could be the last FOMC meeting with Jerome Powell as head of the Fed, the Senate Banking Committee vote on advancing Kevin Warsh's nomination to become the next Fed Chair. A CEO doubleheader: Starbucks' Brian Niccol and Robinhood's Vlad Tenev joined the program to discuss the companies' respective quarterly results — the stocks moving in opposite directions. Also in focus: Chips surge, the public debut for Bill Ackman's Pershing Square, Visa and T-Mobile earnings, gasoline prices hit a new wartime high.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Emprendeduros
El fin de una era

Emprendeduros

Play Episode Listen Later Apr 24, 2026 32:00


Unete al grupo de inversión: https://www.youtube.com/channel/UCy5-O9CmBVndvL6Kz_BP3-w/join   Escucha mi Audiolibro:  De Novato a Inversionista - El ABC de la Bolsa de Valores https://bit.ly/NovatoInversionista ¿Tu IA produce más, pero no mejor? El 86% de las empresas en LATAM ya usa IA, pero solo 1 de cada 4 la tiene conectada a su operación. Descarga gratis el nuevo reporte de HubSpot y descubre lo que tu equipo necesita saber antes de tomar la próxima decisión sobre IA en 2026: https://hubs.la/Q04cRjrR0 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Trumpcast
Slate Money - Memestocks are Spreading

Trumpcast

Play Episode Listen Later Apr 11, 2026 50:45


This week: Retail investors usually stick to the stock market, but many are rushing to make bets on oil futures. Felix Salmon, Elizabeth Spiers, and Emily Peck discuss Emily's piece about “dumb money” moving into more sophisticated trading markets—thanks to new crypto-driven platforms—and what's motivating the trend. Then, the hosts examine Bill Ackman's grand plan to take over Universal Music Group, and explain the difference in how his SPARC differs from a SPAC. Finally, the hosts delve into the New York Times' quest to uncover the mysterious creator of Bitcoin, the pseudonymous Satoshi Nakamoto, and argue over the investigation's conclusion. In the Slate Plus episode: Do men suck at grocery shopping?Want to hear that discussion and hear more Slate Money? Join Slate Plus to unlock weekly bonus episodes. Plus, you'll access ad-free listening across all your favorite Slate podcasts. You can subscribe directly from the Slate Money show page on Apple Podcasts and Spotify. Or, visit slate.com/moneyplus to get access wherever you listen. Podcast production by Jessamine Molli. Hosted on Acast. See acast.com/privacy for more information.

The Best One Yet

Netflix is executing a secret new plan to save Sesame Street… Disappearing Big Bird.Bill Ackman wants to buy Taylor Swift's record label… And become Music's Big Landlord.Restaurants banning phones?… It's the rise of the Unplugged Economy (and Vibe-Regulating)Plus, the hot new networking trend in NYC… Botox Coffee Breaks.And, our Live Show in NYC is tonight at Irving Plaza - Doors open 6:30pm, Show starts 7:30pm.$NFLX $VIVHY $SP&Buy tickets to The IPO Tour (our In-Person Offering) TODAYNew York, NY (4/8): https://www.ticketmaster.com/event/0000637AE43ED0C2Los Angeles, CA (6/3): SOLD OUTGet your TBOY Yeti Doll gift here: https://tboypod.com/shop/product/economic-support-yeti-doll NEWSLETTER:https://tboypod.com/newsletter OUR 2ND SHOW:Want more business storytelling from us? Check our weekly deepdive show, The Best Idea Yet: The untold origin story of the products you're obsessed with. Listen for free to The Best Idea Yet: https://wondery.com/links/the-best-idea-yet/NEW LISTENERSFill out our 2 minute survey: https://qualtricsxm88y5r986q.qualtrics.com/jfe/form/SV_dp1FDYiJgt6lHy6GET ON THE POD: Submit a shoutout or fact: https://tboypod.com/shoutouts SOCIALS:Instagram: https://www.instagram.com/tboypod TikTok: https://www.tiktok.com/@tboypodYouTube: https://www.youtube.com/@tboypod Linkedin (Nick): https://www.linkedin.com/in/nicolas-martell/Linkedin (Jack): https://www.linkedin.com/in/jack-crivici-kramer/Anything else: https://tboypod.com/ About Us: The daily pop-biz news show making today's top stories your business. Formerly known as Robinhood Snacks, The Best One Yet is hosted by Jack Crivici-Kramer & Nick Martell. Hosted on Acast. See acast.com/privacy for more information.

WSJ What’s News
How One Central Banker Is Sizing Up the Iran War

WSJ What’s News

Play Episode Listen Later Apr 7, 2026 14:36


A.M. Edition for April 7. With markets holding their breath ahead of President Trump's deadline to bombard Iran's infrastructure if it doesn't reopen the Strait of Hormuz, National Bank of Belgium Governor Pierre Wunsch explains how policymakers are coping with the ripple effects of the war. Plus, Bill Ackman's Pershing Square Capital offers to buy Universal Music Group, the world's largest music company and record label behind Taylor Swift and Bad Bunny. And Journal marketing reporter Patrick Coffee says some brands are adding ‘no AI' disclaimers to advertisements to stand out amongst the slop. Luke Vargas hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Motley Fool Money
Breaking Down Jamie Dimon's Investing Letter

Motley Fool Money

Play Episode Listen Later Apr 7, 2026 24:27


Reading Jamie Dimon's annual letter to shareholders is one of those calendar events. For those who haven't had time to read it, we broke down some of the big takeaways from the letter as well as pushed back at some of the things we were less sure about. Plus, dissecting Bill Ackman's Universal Music Group bid and answering listener questions. Tyler Crowe, Lou Whiteman, and Jason Hall discuss: - Jamie Dimon's message to JPMorgan investors - Dimon's words of warning to the private credit market - Whether rolling back bank regulations is the best idea - Pershing Square bids for Universal Music Group - Bill Ackman's investing track record - Listener question: Are covered call ETFs a good idea Companies discussed: JPM, OWL, PSHZF, UMGNF, JEPQ Host: Tyler Crowe Guests: Jason Hall, Lou Whiteman Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices⁠⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Marketplace All-in-One
Could a Universal Music takeover be in the cards?

Marketplace All-in-One

Play Episode Listen Later Apr 7, 2026 6:59


Billionaire activist investor Bill Ackman is making a play for Taylor Swift's record label in a deal that Reuters values at around $64 billion. Ackman wants his investment firm, Pershing Square Capital Management, to take over Universal Music Group. This morning, we'll dig into the news. Then, we continue our trip along Route 66 and visit Northern Arizona University, which has designated this academic year the “Year of AI Empowerment.”

Motley Fool Money
Bill Ackman Says Stocks Are “Stupidly Cheap”

Motley Fool Money

Play Episode Listen Later Mar 30, 2026 22:24


The Motley Fool's Hidden Gems team talks about how investors are divided about whether AI is a benefit or an existential risk for third-party demand aggregators. They also discuss the latest news from space as well as dissect comments over the weekend from billionaire investor Bill Ackman. Jon Quast, Matt Frankel, and Rachel Warren discuss: -The bull and bear cases for AI and 3rd party platforms -SpaceX's record-smashing IPO on tap -Bill Ackman's comments on Fannie Mae and Freddie Mac -Value stocks our analysts like now Companies discussed: Expedia (EXPE), Maplebear (CART), Uber (UBER), Federal National Mortgage Association (FNMA), Federal Home Loan Mortgage Corp (FMCC), Howard Hughes Holdings (HHH), Lululemon (LULU), Microsoft (MSFT), Alphabet (GOOG)(GOOGL) Got investing questions for the podcast? Email us at podcasts@fool.com Host: Jon Quast Guests: Matt Frankel, Rachel Warren Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices⁠⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices