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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.
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. 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¿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 ══════════════
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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
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
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
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.
TSMC, de grootste chipmaker van de wereld, komt met een wrange boodschap. Het chiptekort houdt nog lang aan. Volgens de ceo van TSMC kan het nog wel jaren duren voor het bedrijf aan de vraag kan voldoen. Dát nieuws en wat tegenvallende cijfers trekken allerlei techbedrijven omlaag. Broadcomm (dat een hogere groei verwacht dan Nvidia) wordt zelfs genadeloos afgedankt door beleggers. Komt er een correctie aan? We zoeken het deze aflevering uit. Komt Kevin Warsh ook voorbij. De man die dankzij president Trump de baas is geworden van de Fed, de Amerikaanse centrale bank. Die gaat diezelfde Trump flink teleurstellen, want hij gaat de rente niet verlagen. Dat blijkt uit het beige book. Hoor je ook wat er nog van AEX-bedrijf Universal Music Group terecht moet komen, nu grootaandeelhouder Bill Ackman eruit stapt. Hij wilde het overnemen, maar UMG wees het bod af. Waarna Ackman er dus maar helemaal mee kapt. Hoor je ook nog over: De overnameplannen van ING Waarom de ceo van ABN Amro AI inzet voor moeilijke vragen Hakenkruizen in fabrieken van Tesla Te gast: Jean-Paul van Oudheusden van eToro en Markets Are Everywhere 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. Van Musk tot Microsoft en van Ahold tot ASML. Wij vertellen je wat beleggers bezighoudt, wie de markten in beweging zet en wat dat betekent voor jouw beleggingsportefeuilleSee omnystudio.com/listener for privacy information.
(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
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
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
Sinds 2017 ging het aandeel van AkzoNobel niet zo hard omhoog als nu. Akzo (dat midden in een fusie zit) is ineens overnamekandidaat. Een Japans- en Amerikaans bedrijf willen de verfgigant kopen. De directie wil niet, aandeelhouders lijken er juist wél zin in te hebben. En nog even over 2017: de laatste keer dat het aandeel AkzoNobel het zo goed deed, was toen het Amerikaanse PPG een bod deed. Tevergeefs, want de directie wil toen ook niet. We hebben het over die weigering: is dat wel slim? En wat zegt het dat het aandeel het wél goed doet op een (onzeker) bod, maar niet op de fusieplannen waar het al maandenlang aan sleutelt? Bij FlowTraders sleutelen ze ook aan de manier van werken. Tot onbegrip van de analisten van ING. Die geven een koopadvies en zijn somber over het aandeel. Het zorgt tot een heftige reactie voor het aandeel. Deze aflevering zoeken we uit of die reactie terecht is. Hebben we het ook uitgebreid over Elon Musk. De fusie tussen 'zijn' Tesla en SpaceX lijkt wel echt serieus. Er wordt al personeel uitgewisseld. Ook blijkt dat hij met zijn Starlink (het onderdeel van SpaceX dat satellieten levert) een enorme macht heeft binnen het Pentagon. En daar maken ze zich bij de regering zorgen over. Te gast: Nico Inberg van De Aandeelhouder 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. 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. Van Musk tot Microsoft en van Ahold tot ASML. Wij vertellen je wat beleggers bezighoudt, wie de markten in beweging zet en wat dat betekent voor jouw beleggingsportefeuille.See omnystudio.com/listener for privacy information.
Jean-Baptiste Wautier spent nearly thirty years in private equity, including over two decades as Partner and CIO at BC Partners, one of Europe's leading buyout firms, where he helped manage approximately forty billion euros in institutional capital. Today he runs a consumer-focused family office and sits on the boards of Pershing Square Holdings and Howard Hughes Holdings.In this episode, JB breaks down what the best deals have in common before anyone knows they are great, why he believes diversification is insurance for investors who don't understand what they own, and how moving from institutional capital to family capital fundamentally changes your relationship to time, risk, and opportunity.We also get into the Iran war, volatile markets, and the S&P rallying twenty percent in a single month. JB makes a convincing bear case and an equally convincing bull case — and then tells you exactly what he is doing with his own capital right now.⭐ Sponsored by Podcast10x - Podcasting agency for VCs - https://podcast10x.comKey topics discussed:- From institutional PE to family capital: how removing mandate constraints and preset timelines changes the way you invest- The three ingredients every great deal has in common: moat, management, and optionality- Why diversification is insurance for investors who don't understand what they own, and why concentration is how alpha gets generated- The Iran war, volatile markets, and why you can never time the market — including JB's case for and against deploying right now- Buy well, own well, and the ancient Greek concept of Kairos as the art of knowing when to exitLinks:Wautier Family Office - https://wautier.co.uk/Connect with Jean-Baptiste Wautier - https://www.linkedin.com/in/jean-baptiste-wautier/Connect with Prashant: https://linkedin.com/in/choubeysahabSubscribe to VC10X newsletter - https://vc10x.beehiiv.comSubscribe on YouTube - https://youtube.com/@VC10X Subscribe on Apple Podcasts - https://podcasts.apple.com/us/podcast/vc10x-investing-venture-capital-asset-management-private/id1632806986Subscribe on Spotify - https://open.spotify.com/show/7F7KEhXNhTx1bKTBFgzv3k?si=WgQ4ozMiQJ-6nowj6wBgqQVC10X website - https://vc10x.comTimestamps:(00:00) - Preview(03:06) - Introduction to the guest, Jean-Baptiste Wautier (JB), and episode overview.(04:53) - The biggest change in private equity over the last 20 years.(06:56) - The three common traits of the best investment deals.(09:38) - Where private equity genuinely adds operational value.(12:42) - How investing family capital changes your relationship to time and risk.(16:50) - Are constraints helpful or harmful to an investor's performance?(20:48) - The biggest mistake investors make with consumer companies.(22:45) - Lessons for PE investors from Bill Ackman's public market style.(26:44) - The governance approach for a high-conviction, concentrated fund.(28:13) - Why the Berkshire Hathaway holding company model is so difficult to replicate.(31:04) - What an effective board does that shareholders never see.(32:49) - Early warning signs that a board is becoming ceremonial.(34:13) - A deep dive into the current investing environment and geopolitical risks.(37:30) - The detailed case against deploying capital now.(39:20) - The detailed case for deploying capital now.(42:19) - Is investment success from buying well, owning well, or behaving well?#PrivateEquity #FamilyOffice #VentureCapital #VC10X #Investing
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.
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
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
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
This episode is a compilation of answers to YOUR questions that were asked directly from my listeners who attend my weekly business education YouTube live webcast. Topics include: earnings & GDP, lessons for Your Younger Self, and Is SpaceX the Biggest Short, and more.Refer to chapter marks below for a complete list of topics covered and to jump to a specific section. Get mentored by Chris: Book a Zoom call to discuss joining my Business Academy, Finance Bootcamp (to get a job in finance) or MBA Degree Programs or for investing/business/personal development coaching: https://haroun.short.gy/1on1CallYTWDownload my free "Networking eBook": www.harouneducation.comAttend my weekly YouTube Live every Thursday's 8am-11am PT. Subscribe to my YouTube Channel to receive notifications. Learn more about my MBA Degree ProgramChapter Marks: 0:25 Start / Welcome / Intro 2:38 Earnings & GDP 5:28 Big Tech Earnings (Amazon, Microsoft, Meta) 7:47 Macro: Russia, Markets, Bubble Talk 10:25 Gold & Bill Ackman 12:38 Life Advice: What to Learn Young 19:08 Valuation (DCF Alternatives) 23:48 Career Anxiety & Purpose 36:52 Buy, Borrow, Die 38:25 Real Estate Investing 39:51 RSI Explained 41:07 Sales Skills 45:11 Fundraising from HNWIs 47:31 Interview: Zoom Setup (Adrian Roup) 50:25 Free Zoom Setup Evaluation 1:29:52 Content Repurposing 1:31:45 Future: OpenAI IPO & SpaceX Short Thesis 1:34:34 Society & Politics 1:35:19 Careers (Equity Analyst, Research) 1:38:21 Degrees: Cyber vs CS 1:39:13 Geopolitics & Oil 1:40:14 VIX Outlook 1:42:05 Hedge Fund Careers 1:43:10 AI vs Wall Street 1:44:39 Insider Trading Debate 1:45:37 Billionaires Discussion 1:49:15 AI & Job Disruption Connect with me: Schedule a 1:1 call with Chris: https://haroun.short.gy/1on1CallYTWYouTube: ChrisHarounVenturesCompleteBusinessEducationInstagram @chrisharounLinkedIn: Chris HarounTwitter: @chris_harounFacebook: Haroun Education Ventures TikTok: @chrisharoun
Pershing Square Founder and CEO Bill Ackman says succession at the company is already in place. Speaking with Bloomberg's Dani Burger at the Milken Institute Global Conference in Beverly Hills, California, Ackman also discusses his bid for Universal Music Group, the rise of prediction markets and offers his views on New York City Mayor Zohran Mamdani.See omnystudio.com/listener for privacy information.
A big lineup from the Milken Institute Global Conference in Los Angeles. Pershing Square CEO Bill Ackman following the mixed reception to the public debut of his company on the NYSE last week. Plus, the CFTC Chairman on regulating predictions markets. And Brookfield's Bruce Flatt on how he plans to deploy his firm's $128B in dry powder, especially in data centers. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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.
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.
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.
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
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.
Today's top stories, with context, in just 15 minutes.On today's podcast:1) Brent oil rallied to a four-year high after Axios reported that US President Trump will receive a briefing on new military options for action in Iran. The US and Iran have maintained their blockade of the Strait of Hormuz, with the conflict in the Middle East called the biggest supply shock in history by the International Energy Agency.2) Alphabet's Google is seeing a clear payoff from its AI spending, with solid growth at its cloud computing unit and a "meaningful acceleration in growth" driven by demand for its AI software and infrastructure. Meta Platforms is lagging behind, with its shares tumbling more than 6% after the company boosted full-year capital expenditures, and its consumer AI app being slower to take off. The four companies, including Amazon and Microsoft, are expected to spend as much as $725 billion in 2026, with a key question being whether that massive spending is providing tangible results.3) Shares of Bill Ackman's Pershing Square USA Ltd. plunged 18% in its debut after the combined initial public offering raised $5 billion. The $5 billion haul was the bare minimum to keep early investors locked into the deal, and fell short of the $25 billion that Pershing Square sought to bring in. Pershing Square USA deserves to trade at a premium to its net assets over time if the newly listed closed-end fund delivers the same outperformance as the hedge fund firm has in the past, Ackman said.See omnystudio.com/listener for privacy information.
We hadden wel tientallen verschillende titels kunnen verzinnen, want het was een beursdag met heel veel onderwerpen. Vier Amerikaanse techreuzen die met kwartaalcijfers kwamen, maar ook een hele trits aan AEX-bedrijven. Het was me het dagje wel. We hebben het deze aflevering onder meer over Alphabet en Meta. Waarom kan Alphabet dit jaar 190 miljard dollar uitgeven en volgend jaar zelfs 'significant' meer en daarvoor beloond worden door aandeelhouders? Helemaal omdat het aandeel Meta op dat nieuws gedumpt wordt. Verder praten we je bij over de cijfers van ING, Magnum, Unilever, AirFrance-KLM en Eli Lilly. Ook hoor je over de tactiek van Universal Music Group. Dat vindt het overnamebod van Bill Ackmann veel te weinig en kiest daarom de aanval: het gaat de eigen beurskoers opkopen. Maar dat gaat wel ten kosten van hun belang in Spotify. Jerome Powell mocht voor de laatste keer het rentebeleid van de Fed toelichten, maar toch neemt hij geen afscheid bij de Amerikaanse centrale bank. Hij gaat achter de schermen werken, waardoor hij (voor een laatste keer) president Trump een middelvinger geeft. Te gast: Jean-Paul van Oudheusden van Markets Are Everywhere 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. 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. Van Musk tot Microsoft en van Ahold tot ASML. Wij vertellen je wat beleggers bezighoudt, wie de markten in beweging zet en wat dat betekent voor jouw beleggingsportefeuille.See omnystudio.com/listener for privacy information.
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.
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.
Pershing Square Founder & CEO Bill Ackman joins Bloomberg's Dani Burger on "Bloomberg Deals" to discuss his five billion dollar Pershing Square IPO, an outlook on the markets, as well as his growth and investment strategy for Pershing Square.See omnystudio.com/listener for privacy information.
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.
Wolfpack is back. And we've been thinking a lot about the housing crisis in America. It feels like this topic has been damning for every administration... And now hedge funds are interested in the music industry? Bill Ackman wants to buy UMG... What could that mean for the artists and the future of the craft?
What if every fight over music technology throughout history has actually been the same fight, and we're just now facing a version of it we've never seen before? In this special episode, Dmitri shares a keynote he gave at the Algo Rhythms conference last month called "Is Music Making Up For Grabs?" Drawing on four hundred years of disruption in music, from the harpsichord to amplification, Dmitri traces the pattern of how every generation has fought over new tools and every generation has been wrong about what those tools would destroy. But this episode isn't just a history lesson. It's a live argument, complete with the Kalyuka, the WARBL, and few sounds you won't expect. Along the way, the stories of T-Pain and Blanco Brown show exactly where the pattern holds and where it finally breaks. Because the question Dmitri lands on is one no generation before us has had to answer. Not what counts as an instrument, but whether the creator is still human. The news Selling a $3B Spotify stake, Michael Ovitz as Chairman of the Board, and a $100B+ company: Welcome to Bill Ackman's plan for Universal Music Group. After Universal, Warner, and Merlin deals, now Udio inks licensing agreement with Kobalt https://www.musicbusinessworldwide.com/after-universal-warner-and-merlin-deals-now-udio-inks-licensing-agreement-with-kobalt/ The Music Tectonics podcast goes beneath the surface of the music industry to explore how technology is changing the way business gets done. Visit musictectonics.com to find shownotes and a transcript for this episode, and find us on LinkedIn, Twitter, and Instagram. Let us know what you think! Get Dmitri's Rock Paper Scanner newsletter.
Matt is joined by Bloomberg's Lucas Shaw to discuss the business behind Justin Bieber's Coachella performance, Ye's successful mini comeback in Los Angeles, and Bill Ackman's $64B bid to buy UMG (02:29). Matt finishes the show with a prediction about Hollywood's letter opposing the Paramount-Warner Bros. merger (22:40). Host: Matt Belloni Guest: Lucas Shaw Producers: Craig Horlbeck and Matt Pevic Theme Song: Devon Renaldo This episode is brought to you by AMC+. Start your free trial today at join.amcplus.com Learn more about your ad choices. Visit podcastchoices.com/adchoices
In this week's Market Maker Podcast, we break down Bill Ackman's high-stakes bid for Universal Music Group, the entertainment giant behind global superstars like Taylor Swift, Sabrina Carpenter and Kendrick Lamar. With the takeover offer estimated at $64.3bn, we unpack the M&A strategy underpinning the deal and why Pershing Square believes a US relisting could unlock significant value.From listing arbitrage to capital structure optimisation, we explore how shifting UMG's listing from Europe to the US could drive a meaningful valuation re-rating. We dive into the mechanics of the transaction, including free float dynamics, liquidity constraints, and why Ackman has strategically reduced his own stake to help enable the relisting.We also compare this approach to other major listing migrations and examine how differences in market structure, investor base, and risk appetite can materially impact pricing. To round things out, we briefly touch on the evolving industry backdrop, including the rise of AI-generated music and what it could mean for the long-term positioning of music rights businesses.A focused episode on modern dealmaking strategy and how financial engineering and market structure can be powerful levers for value creation.(00:00) Intel Deal Breakdown(05:36) Energy & AI Deals(06:40) $64B UMG Bid(07:38) Listing Arbitrage Explained(10:25) Ackman's Strategy(15:06) Free Float & Liquidity(17:33) Music Industry & AI*****Subscribe to the daily Market Maker newsletter
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.
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.
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.
Katie and Matt discuss Satoshi Nakamoto, spotting liars, Katie being a witch, Bill Ackman doing stuff, Universal Music Group, SPARCs, asymmetric derivatives trades, Matt’s dream money management career, doomsday funds, Elon Musk’s big thing, the SpaceX IPO, Grok for bankers, humiliating IPO pitches and some ETF stuff for the ETF fans.See omnystudio.com/listener for privacy information.
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.
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
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
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.”
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.”
Carl Quintanilla, Jim Cramer and David Faber explored what to make of the moves in stocks, oil prices and bonds — ahead of President Trump's Tuesday 8pm Eastern time deadline for Iran to strike a peace deal. On the AI front: Anthropic says its revenue run rate surpassed $30 billion, while Broadcom shares jumped on new AI chip-related deals with Google and Anthropic. The anchors reacted to shares of UnitedHealth, Humana and other health insurers rallying after the Trump Administration announced a larger-than-expected Medicare Advantage payment rate for 2027. Also in focus: Jim's take on Apple shares under pressure, SpaceX IPO plans, Bill Ackman's Pershing Square offers to buy Universal Music Group, what's boosting Paramount's stock. 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.
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
SEASON 4 EPISODE 67: COUNTDOWN WITH KEITH OLBERMANN A-Block (2:30) SPECIAL COMMENT: Trump is in essence paying to provide Iran with the location of our forces in the Middle East. Our ships, jets, troops. Trump has just waived part of the embargo against Russian oil. So Iran’s ally Russia can sell MORE oil to India to get more money. Thus Russia can spend that money to gather more information on where American forces are IN the war. So Russia can give that information TO IRAN, and reportedly is, AND nobody in the Trump Rogue Government is denying it. Trump is in effect paying Russia, to help Iran attack Americans in this war. And in case you had doubts over Russia's loyalty, its minister to Britain just repeated on television there that it is not neutral in this war, that it is siding with Iran and will help it., So, what’s that called again? When you’re fighting a war, and people in your government help a country that’s helping the country you’re fighting the war AGAINST? What’s that called again? Tree Surgery? Trea-Ting? Trea... Never mind the other problems: we a) have no business being there; b) we are not winning; c) we are going to be there for years or d) Trump is going to have to cut and run or e) Trump's setting us up for an Iranian revenge terror attack here. And just to follow up on the End-Of-The-World Rapture religious crap motivating dozens of US military commanders, one Senator has actually joined the hallelujah chorus: Senator Cramer of North Dakota says we are there because of a BIBLICAL COMMITMENT to Israel. Iran: it is far worse than you think. B-Block (38:30) THE WORST PERSONS IN THE WORLD: It's a full scale pie fight over in Fascist Media. Megyn Kelly, Bill Ackman, Nepobaby Tucker Carlson, Grand-Nepobaby Buckley Carlson, and others all attacking each other - it's delightful. Then there's US Weekly's disastrous post about the passing of a celebrity-adjacent figure. And if you haven't heard this you won't believe it. They've managed to position the "White House" sign perfectly behind Karoline Leavitt in just the perfect place so when she stands all the way to her left, it reads behind her... Well, no, I'm going to make you listen to find out. C-Block (49:00) THINGS I PROMISED NOT TO TELL: I told somebody this story the other day so now I'll tell you. If you can envision me, Chris Matthews, Joe Scarborough, Lester Holt, and Jesse Ventura inside an MSNBC men's room talking about inches - this story is for you. Happily it was about our new president and how he was the tallest man any of us had ever met who was clearly lying about his own height. See omnystudio.com/listener for privacy information.
Iran is on fire, Charlie Kirk was the first casualty of the war, Bill Ackman wants me imprisoned for suggesting that Americans should not die for Israel, and it is obvious to anyone paying attention that Erika's desire was to be President one day. Goldco Get a FREE gold & silver kit. See if you qualify for 10% in free bonus silver or gold! #goldcopartner http://www.candacelikesgold.com The Wellness Company USA Compounded. The Wellness Company's RX Parasite Cleanse! Click https://www.twc.health/CANDACE and use code CANDACE for $90 Off + Free Shipping on every order. USA Residents only
In this episode, Clay tells the story of Uber. Uber started as a simple idea, and evolved into one of the most disruptive companies of the modern era. Drawing from Brad Stone's The Upstarts, the episode explores Uber's early days, its global expansion, and the never-ending battles with regulators, competitors, and the taxi industry. IN THIS EPISODE YOU'LL LEARN: 00:00:00 - Intro 00:01:42 - How Uber went from a simple idea in San Francisco to a global transportation platform in under a decade 00:03:58 - Why the taxi industry was ripe for disruption and how regulation shaped Uber's early strategy 00:31:08 - The role venture capital, aggressive expansion, and competition played in Uber's rise 00:39:41 - How network effects, data, and dynamic pricing powered Uber's growth flywheel 01:00:42 - How Uber's business model and moat evolved over time 01:15:54 - Why leadership style and company culture became both a strength and a liability as Uber scaled Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Learn how to join us in Omaha for the Berkshire meeting here. Brad Stone's book: The Upstarts. Stig Brodersen's Uber pitch. Shawn O'Malley's Uber pitch. Bill Ackman's 2024 Annual Letter. Follow Clay on X and LinkedIn. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Check out our We Study Billionaires Starter Packs. Follow our official social media accounts: X (Twitter) | LinkedIn | Facebook. Browse through all our episodes here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. 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: HardBlock Human Rights Foundation Simple Mining Netsuite Shopify Plus500 Vanta Masterworks Fundrise References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor's Podcast Network is not responsible for any claims made by them. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
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