Podcast appearances and mentions of Bill Ackman

Dave Rubin of “The Rubin Report” talks about Donald Trump responding to Elon Musk's harsh criticism of the Big Beautiful Bill on CBS News, where he claimed that the bill would grow the national debt and undermine the work of the DOGE; Mike Johnson correcting CNN's Jake Tapper with the facts behind why people committing Medicaid fraud will no longer be covered by the program; Fox News' Jesse Watters being stunned by David Sacks' bombshell accusation of who was behind Joe Biden's autopen signings; JD Vance announcing a major change in how the federal government will handle cryptocurrency and Bitcoin; Bill Ackman pointing out how Harvard University's strategy of escalating its war with Donald Trump will backfire; newly leaked footage of the Venezuelans illegal migrants responsible for the hit and run jet ski death of 18-year-old Ava Moore attempting to flee the scene; and much more. WATCH the MEMBER-EXCLUSIVE segment of the show here: https://rubinreport.locals.com/ Check out the NEW RUBIN REPORT MERCH here: https://daverubin.store/  Today's Sponsors: Prolon - Rejuvenate your body from the inside out, while supporting enhanced skin appearance, fat loss, and improving energy and focus. Prolon is offering 15% off and a bonus gift for Rubin Report viewers. Go to: http://ProlonLife.com/DAVE Upside - Earn cash back from everyday purchases! Download the FREE Upside App at https://upside.app.link/rubin to get an extra 25 cents back for every gallon on your first tank of gas. Gravity Defyer - Sick of knee pain? Get Gravity Defyer shoes. Minimize the shock waves that normal shoes absorb through your feet, knees and hips with every step. Use the promo code "RUBIN30" at checkout, to get an extra 30% off orders over $120 or more. Just text RUBIN30 to 91888 or go to: http://gdefy.com and Use the promo code "RUBIN30"

Our show opens with a reminder that the Left has long adopted the concept of exhibiting the soft bigotry of low expectation. They have an entire rage wing of their party, dedicated to violence and anger whenever challenged. Harvard has major issues. The former manager of their morgue for their medical program plead guilty to selling body parts across state lines. One of the “star” professors who published multiple papers and studies on “dishonesty” has been caught lying about the data to bolster her own hypotheses. Her tenure has been stripped and she has been fired. This is all on top of the economic hits they are getting from the Trump administration. Long-time Harvard supporter, until just after October 7, 2023, Bill Ackman wrote a long essay detailing everything wrong with Harvard and he nails it. Even Mike Rowe weighs-in on the Ivy League as well as trade schools. Seattle's mayor blames “far-right rally” after left-wing activists attacked a Christian prayer service. Ahh...the party of joy and tolerance! Border Czar Tom Homan wonders why AOC hasn't done anything after they arrested Rep. McIver (D-NJ)? The mayor of Nashville, TN (D) may find himself in some deep trouble as the next Sanctuary City being targeted by ICE. We are still watching the biggest scandal in US History unfold regarding a four-year window where the duly elected President of the United States was not really calling the shots. White House Press Secretary Karoline Leavitt says the FBI will be looking into the Dobbs leak, the cocaine found in the White House and the J6 pipe bomber. And, as part of this ever-growing scandal, DNC Vice Chair David Hogg just got in some hot water in an undercover video where they admit they knew Jill Biden's Chief of Staff, Anthony Bernal, was considered the person running the White House. Finally, we close with part of the acceptance speech of the new acting US Attorney to Washington, D.C., Jeanine Pirro. She says they are coming after the lawless and they are not planning to show any mercy. Please take a moment to rate and review the show and then share the episode on social media. You can find me on Facebook, X, Instagram, GETTR,  TRUTH Social and YouTube by searching for The Alan Sanders Show. And, consider becoming a sponsor of the show by visiting my Patreon page!!

Story of the Week (DR):Right wing faux populism:Josh Hawley blasts Allstate CEO for making $26M last year — while company can't ‘afford' to pay out claimsTrump Attacks Walmart, Tells Retailer to ‘Eat the Tariffs' Instead of Raising PricesTesla CFO earns staggering $139M compensation packageVaibhav Taneja: Approximately 80% of Mr. Taneja's equity award was granted as stock options and 20% of the award was granted as restricted stock units. Robyn Denholm member of Pay CommitteeIn 2024, Tesla experienced its first annual sales decline in nearly a decade, with a 1.1% drop in global deliveries. In April 2025, Chinese automaker BYD surpassed Tesla in European electric vehicle sales for the first time, registering 7,231 units compared to Tesla's 7,165. This shift is attributed to BYD's competitively priced and technologically advanced lineup. Tesla's sales in California, its largest American market, declined in all four quarters of 2024, with Model 3 sales plunging 36% for the year. In 2024, Tesla led all automakers in the U.S. with over 5 million vehicles recalled across 16 separate campaignsIn 2025, Tesla dropped to 95th place out of 100 in the Axios Harris Poll, down from 8th place in 2021In a hidden 10K/A from 4/30/25“Staggering” is from Fox: even more fake anti-capitalist rhetoricScared bro dictatorships: Duolingo deletes its TikTok and Instagram posts amid AI backlashCEO Luis von Ahn, posted a memo on LinkedIn last month describing plans to make the company "AI-first." He said the company would "gradually stop using contractors to do work that AI can handle" and "headcount will only be given if a team cannot automate more of their work."The backlash was harsh. Tweets, TikToks, and Reddit posts exploded in outrage. As of Tuesday, Duolingo's social accounts had been wiped — no posts, no icon. Duolingo did not respond to a request for comment.And the one statement that was released by a Duolingo spokesperson, after the account went dark, did not shade much light on the situation (pun intended): “Let's just say we're experimenting with silence. Sometimes, the best way to make noise is to disappear first.”Duolingo CEO says there may still be schools in our AI future, but mostly just for childcareBro dictatorship (76% combined voting power)Co-founder CEO Luis von Ahn (43%); co-founder CTO Severin Hacker (40%)Classified board: why?Each share of Class A common stock is entitled to one vote, and each share of Class B common stock is entitled to 20 votesThe worst kind of suck-ups: Verizon ends DEI programs, diversity goals as it seeks approval for Frontier acquisition MMVerizon dumped DEI. Then regulators cleared its $20 billion Frontier deal4/1/25: T-Mobile announces DEI changes in pursuit of LumosA day after T-Mobile said it would end some diversity, equity and inclusion practices, the FCC gave a green light to T-Mobile's deal with EQT for fiber operator Lumos.5/22/25: AT&T CEO on potential Trump DEI pressure for $5.75B deal: 'We don't have to roll back anything'AT&T CEO John Stankey isn't showing his hand yet on whether he plans to dial back diversity, equity, and inclusion (DEI) initiatives to gain approval for a big new fiber deal from the Trump administration.AT&T said late Wednesday it would acquire all of Lumen Technologies' (LUMN) fiber business for $5.75 billion, above the already pricey $5.5 billion that deal watchers estimated a few weeks ago.Goodliest of the Week (MM/DR):DR: Most US executives want to remove at least one director, PwC survey says93% said they wanted at least one director to be replaced, an all-time high for the five years this survey has been conducted78% said two or more should be replaced56% worried about directors' performance being diminished by their advanced age47% worried members served on too many boardsOnly 32% believe their boards have the right skills and expertiseMM: BYD overtakes Tesla in Europe for the first time. That's more bad news for Elon Musk. MMI'm now rooting for China… and I'm not alone: Jamie Dimon says he is a 'red-blooded American patriot capitalist,' but he sees how China's hustle is paying offAssholiest of the Week (MM):Shareholders lamenting the rise of virtual meetingsShareholders lament the rise of virtual annual meetingsThey miss the time they could meet directors face to face before voting 97% in favor?Shareholders afraid to vote against directors93% of U.S. Executives Desire Board Member Replacements, Survey Finds - News and Statistics49% of directors think one other director should get the axe too according to PwCGrant them their wish!! Just YOU choose instead of them!I'll do it for you:If I look at directors actively on 2+ boards, who have served on at least 3 boards in the last 7 years…Filter them by performance - below average earnings, TSR, AND controversies…There are 66 options to choose from!Including… Stephen Girsky, CEO of fraudulent company Nikola!Randy Weisenburger at Valero Energy and Carnival!Robert Johnson on the boards of Spirit Aero, Roper, and Spirit Airlines!Arnold Donald on four boards - Salesforce, BofA, GE Vernova, MP Materials! Four times the underperformance!Chip Bergh at HP and Pinterest!What, you don't recognize any of these names? These sound like random board members? Shame on you!Johnson has been on the boards for 18,19, and 14 years respectivelyWeisenburger for 14 and 16 yearsDonald's been at BofA for 12 yearsBergh's been at HP for 9 years!These people are tenured. They've been around. They've proven they are really good at overseeing underperformance. VOTE. THEM. OUT.I'm sure you're worried about hurting their feelings or seeming activist - you're not, and you won't! Even the boards and executives wish you would vote someone out! Try it!Harvard board members DRDHS barred Harvard from enrolling international students. Here's what's at stake and what's still uncertainYou've let Bill Ackman be your big fat useless mouthpiece - where the fuck are you all? Oh, I found you…2,173 companies in our database have at least one director who attended Harvard848 of those companies are NON US companiesJust under 4% of ALL GLOBAL DIRECTORSHIPS are held by what we KNOW are Harvard alumsIt's 9% of all US company directorships - nearly 1 in every 10 US directors at a company are from HarvardAverage network power of a Harvard director is $6.2 trillion, compared to a global average of $2.6 trillion - Harvard directors have nearly 2.5x the power of an average directorHarvard directors have on average 13% influence compared to 11% for other directorsOn average, 38% of Harvard directors have merit - while 20% of non Harvard directors doDriven largely by the fact that 62% of them have core industry knowledge and 55% are company leaders - vs. 19% of non Harvard directors with core industry knowledge and 44% of non Harvard directors being leadersWhere we have race/ethnicity data for Harvard directors (1,664 of them), 28% are non white - compared to non Harvard directors where we have race (12,412 of them) only 16% are non whiteAt least 70 of the directors who went to Harvard in our database are tagged as international nationals in our data - and that's a WOEFULLY incomplete datasetOpen your fucking mouths! Did going to Harvard any of you help you get jobs and board positions? Was it nice to network and meet people who eventually could help you get jobs? Is there a culture of Harvard? I hate Harvard, and even I think this is utter madness and stupidity - stand up! Say something you cowards! Headliniest of the WeekDR: Chicago Sun-Times prints summer reading list full of fake books: Reading list in advertorial supplement contains 66% made up books with real author names: "Tidewater Dreams" by Isabel Allende and "The Last Algorithm" by Andy Weir MM: ‘Buy the dip'? You're twice as likely to do that if you're a manNacho dip? Women Outperform Men as Investors, Statistics Show. Here Are 3 Possible Reasons.MM: Anthropic's new Claude model blackmailed an engineer having an affair in test runsMM: Pitney Bowes appoints activist investor as new CEOI love when a company literally just gives up entirelyWho Won the Week?DR: Sam Alman, Ugh: Sam Altman Tells Staff Plan to Ship 100 Million Devices That See Everything In Users' Lives after OpenAI is buying iPhone designer Jony Ive's AI devices startup for $6.4 billionMM: Bud Light - thanks to one trans beer drinker, everyone that shot their Bud Light cans avoided future illness: Beer is the latest source of hazardous PFAS, or ‘forever chemicals,' according to worried scientists. Thank you, trans beer drinkers! You saved us once again!PredictionsDR: When AT&T gives up its DEI program to the Trump altar, I buy some string and quickly make hummus so I can use two empty cans of chick peas to make my new phoneMM: Since this is going forward - Antitrust Cops Say BlackRock, Other Fund Giants May Have Hurt Coal Competition - which should read “Company owners ask companies they own to do stuff” - Blackrock will launch a new investment vehicle called “Pick Your Own Damn Stocks, We Don't Give a Damn LP” in which clients can pick the investments and are auto enrolled in a proxy voting program called “Whatever the Fuck Ever” in which voting and engagement are assigned directly to every board chair.

Mark Axelowitz, Managing Director and UBS Private Wealth Advisor, and Solita Marcelli, Chief Investment Officer Americas, hosted a special fireside chat on the outlook for the world, economy, and value investing with Bill Ackman, Founder and CEO of Pershing Square Capital Management, and Ryan Israel, Chief Investment Officer at Pershing Square Capital Management

Bill Ackman vuelve a hacer historia con una de sus apuestas más atrevidas para 2025. ¿Está viendo algo que el mercado ignora? En este nuevo episodio de Sanedrín analizamos su jugada, el contexto macroeconómico, el potencial de esta empresa y qué significa esto para los inversores retail. Aquí puedes descartarte el excel de la compañía que habla Edgar: https://locosdewallstreet.com/grupos/acciones/ También hablamos de la actualidad de mercados con énfasis en los resultados de BABA o las recientes caídas de United Health Group. ══════════════ í : https://locosdewallstreet.com/financial-research Y si quieres probar parte del contenido premium, aquí puedes hacerlo: https://locosdewallstreet.com/financial-research/fr-es-showcase/ ══════════════ NUEVOS CURSOS ABIERTOS: ó https://locosdewallstreet.com/producto/curso-avanzado-inversion-en-bolsa/ ó í NUEVAS PLAZAS https://locosdewallstreet.com/producto/curso-de-inversion-en-materias-primas-y-energia-4/ ESTRENAMOS CURSO GRATUITO: Curso de Introducción a la Inteligencia Artificial: https://locosdewallstreet.com/form-registro-curso-gratis-ia/ ══════════════ ¿TE GUSTARÍA PERTENECER A NUESTRA COMUNIDAD GRATUITA? Discord: https://discord.gg/AY6ybTX3md ══════════════ Í : Síguenos en Twitter: https://x.com/LocosWallStreet https://x.com/lwsresearch https://x.com/EFernandezVidal https://x.com/ahidalgoa https://x.com/aleix_amoros https://www.instagram.com/locosdewallstreet https://www.linkedin.com/school/los-locos-de-wall-street/ SÍGUENOS en: https://linktr.ee/locosdewallstreet (Todos nuestros enlaces en un solo sitio) ══════════════ 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. ══════════════ #BillAckman #SanedrínLWS #Inversión2025 #EducaciónFinanciera #LocosDeWallStreet #baba

Japan has signalled it is prepared to hold out for a better deal with US President Donald Trump over trade tariffs, and investor Bill Ackman is trying to create a rival to Berkshire Hathaway. Plus, Poland's election this weekend is shaping up to be a turning point, not only for domestic politics, but also for the war in Ukraine. Mentioned in this podcast:Japan to hold out for better trade deal with USCan Bill Ackman create a ‘modern-day' Berkshire Hathaway?Polish women turn on Donald Tusk over abortion rightsVladimir Putin and Donald Trump cast shadow over Poland's electionToday's FT News Briefing was produced by Sonja Hutson, Kasia Broussalian, Lulu Smyth, and Marc Filippino. Additional help from Simon Panayi, Michael Lello, David da Silva and Gavin Kallmann. Topher Forhecz is the FT's acting co-head of audio. The show's theme song is by Metaphor Music. Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

00:00 intro02:22 Bill Ackman 13f08:40 Michael Burry 13f13:38 Christopher Boomstran 13f20:20 Dev Kantesaria 13f22:56 Berkshire 13f25:00 Chris Hohn 13f26:10 Terry Smith 13f28:00 Sundar Pichai Answers Tough Questions45:00 Fail Of The Week: Financial Times on Sam Altmans Cooking

This Month's livestream was live from Omaha, as Jason, Jeff, and Tyler had just returned from the Berkshire Hathaway annual meeting. They discuss the future of Berkshire, especially after the announcement that Warren Buffett will be stepping down as CEO at the end of the year.00:17 Live from Omaha: Setting the Scene00:54 Big News: Warren Buffett's Retirement Announcement02:57 Reactions and Speculations on Buffett's Retirement06:52 Succession Planning and Future Challenges13:59 Stock Market Reactions and Predictions18:37 Berkshire Hathaway Annual Meeting Experience25:56 Tesla and Corporate Governance Discussion32:51 Bill Ackman's Pitch for Howard Hughes Holdings34:24 Challenges of Replicating Berkshire Hathaway37:57 Berkshire Hathaway's Unique Business Model41:13 Berkshire Hathaway and Brookfield's Future in Energy Infrastructure48:51 Reflections on the Berkshire Hathaway Annual Meeting52:13 Portfolio Contest and Market Observations*****************************************Subscribe to our portfolio on Savvy Trader *****************************************Email: investingunscripted@gmail.comTwitter: @InvestingPodCheck out our YouTube channel for more content: ******************************************To get 15% off any paid plan at finchat.io, visit https://finchat.io/unscripted******************************************Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTube******************************************2025 Portfolio Contest2024 Portfolio Contest2023 Portfolio Contest

Katie and Matt discuss Warren Buffett's retirement, his successor at Berkshire Hathaway, his other successor (Bill Ackman), OpenAI's restructuring, Sam Altman's incentives and Medicaid provider taxes.See omnystudio.com/listener for privacy information.

In this second part from the Milken Global Institute, Jeff Selingo engages in a provocative conversation with investor and Harvard critic Bill Ackman. They discuss the challenges facing elite higher education today—from DEI rollbacks and government funding threats to what Ackman describes as Harvard's financial crisis and governance failures. Ackman argues that administrative bloat, viewpoint homogeneity, and an unsustainable business model have undermined top institutions, while suggesting Harvard's $53 billion endowment may be significantly overvalued. The discussion explores contentious issues in admissions fairness, including legacy preferences, and concludes with Ackman's vision for higher education's future, where competition from new models might force established universities to reform or risk irrelevance. Key Moments0:00 - Intro1:04 - Federal Funding as a Lever of Influence8:07 - Board Insulation at Harvard13:08 - Limiting Class Size14:25 - Fairness in Admissions18:27 - Where We Go From Here Connect with Michael Horn:Sign Up for the The Future of Education NewsletterWebsiteLinkedInX (Twitter)Threads Connect with Jeff Selingo:Sign Up for the Next NewsletterWebsiteX (Twitter)ThreadsLinkedIn Connect with Future U:TwitterYouTubeThreadsInstagramFacebookLinkedIn Submit a question and if we answer it on air we'll send you Future U. swag!Sign up for Future U. emails to get special updates and behind-the-scenes content.

Senators Ron Johnson and Chuck Grassley want all the records related to the Biden DOJ's raid of Mar-a-Lago. GOP firebrand attorney Ed Martin is in the Deep State's crosshairs as the play to keep him from becoming DC's US Attorney heats up. Harvard is the latest to FAFO as President Trump cuts all federal grants to the university. Billionaire alum Bill Ackman has some ideas for Harvard to get back in Trump's favor. Everyone's buzzing about Alcatraz, even Stephen Miller.

In a surprise announcement at the 2025 Berkshire Hathaway Shareholder Meeting, Warren Buffett announced that Greg Abel will become CEO at year-end. Becky Quick is in Omaha recapping the highlights of that meeting and the shareholder reception to that moment. Meanwhile, Bill Ackman's Pershing Square will invest $900 million in Howard Hughes, in a move that's part of what Ackman considers his long-held ambition of building a company like Berkshire Hathaway. Check out the rest of CNBC's Berkshire Hathaway Annual Meeting coverage here. Bill Ackman - 23:04 In this episode:Bill Ackman, @BillAckmanBecky Quick, @BeckyQuickJoe Kernen, @JoeSquawkAndrew Ross Sorkin, @andrewrsorkinCameron Costa, @CameronCostaNY

Marco Sammon joins Ben and Dan to unpack his latest paper, ‘Index Rebalancing and Stock Market Composition', beginning with how Marco's work (co-written by John Shim) compares to the Nobel Prize-winner Bill Sharpe's paper, ‘Arithmetic of Active Management.' We investigate the missing links in Sharpe's logic before defining “the market” and ascertaining the main objectives of index funds. Then, we dive deeper into the mechanics of Marco's paper, index and market tracking errors, why delayed rebalancing is more beneficial than instant rebalancing, and the role of technology in the modern tracking error obsession. We also assess the passive-active spectrum of index funds in portfolio management and learn how investors should choose their optimal excess return. To end, Marco shares practical applications for improving performance benchmarked against traditional indexes, and The Aftershow is all about bridging the gap between PWL Capital and you, our listeners. Key Points From This Episode:   (0:00:00) Key takeaways from Marco Sammon's latest paper and how it compares to Bill Sharpe's ‘Arithmetic of Active Management.' (0:08:10) Marco describes what's missing from the ‘Arithmetic of Active Management' logic. (0:09:11) Defining ‘the market', the main objective of an index fund, and how index funds track the market. (0:15:57) The mechanics of Marco's paper, ‘Index Rebalancing and Stock Market Composition.' (0:18:38) Factor exposure, index and market tracking errors, and how often index funds trade. (0:26:28) Rebalancing less frequently; why delayed does better than instant rebalancing. (0:31:59) The tech run-up and lazy rebalancing, and the modern tracking error obsession.  (0:36:51) Assessing the passive-active spectrum of index funds in portfolio management. (0:41:02) Exploring how investors should decide on their optimal excess return.  (0:45:14) How the rising index fund ownership of stocks impacts the implicit cost of indexing (0:46:58) Practical ways to improve performance benchmarked against traditional indexes. (0:52:30) The Aftershow: Canadian finances, more airtime for Cameron, and PWL – OneDigital.    Links From Today's Episode: Meet with PWL Capital — https://calendly.com/d/3vm-t2j-h3p Rational Reminder on iTunes — https://itunes.apple.com/ca/podcast/the-rational-reminder-podcast/id1426530582. Rational Reminder Website — https://rationalreminder.ca/  Rational Reminder on Instagram — https://www.instagram.com/rationalreminder/ Rational Reminder on X — https://x.com/RationalRemindRational Reminder on TikTok — www.tiktok.com/@rationalreminder Rational Reminder on YouTube — https://www.youtube.com/channel/ Rational Reminder Email — info@rationalreminder.caBenjamin Felix — https://pwlcapital.com/our-team/ Benjamin on X — https://x.com/benjaminwfelix Benjamin on LinkedIn — https://www.linkedin.com/in/benjaminwfelix/ Dan Bortolotti on LinkedIn — https://www.linkedin.com/in/dan-bortolotti-8a482310/ Episode 322: Prof. Marco Sammon: How are Passive Investors Affecting the Stock Market? — https://rationalreminder.ca/podcast/322 Episode 200: Prof. Eugene Fama — https://rationalreminder.ca/podcast/200  Episode 268: Itzhak Ben-David: ETFs, Investor Behavior, and Hedge Fund Fees — https://rationalreminder.ca/podcast/268  Episode 112: Michael Kitces: Retirement Research and the Business of Financial Advice — https://rationalreminder.ca/podcast/112  Marco Sammon — https://marcosammon.com/  Marco Sammon on LinkedIn — https://www.linkedin.com/in/marco-sammon-b3b81456/  Marco Sammon on X — https://x.com/mcsammon19  Marco Sammon | Harvard Business School — https://www.hbs.edu/faculty/Pages/profile.aspx?facId=1326895  Marco Sammon Email — mcsammon@gmail.com  John Shim on LinkedIn — https://www.linkedin.com/in/john-shim-2931271b/  Vanguard — https://global.vanguard.com/  Sheridan Titman on LinkedIn — https://www.linkedin.com/in/sheridan-titman-226b0811/  Alex Chinko — https://alexchinco.com/  Erik Stafford | Harvard Business School — https://www.hbs.edu/faculty/Pages/profile.aspx?facId=6625  Itzhak (Zahi) Ben-David on LinkedIn — https://www.linkedin.com/in/ibendavi/  Bill Ackman on X — https://x.com/billackman   ‘Millennium Loses $900 Million on Strategy Roiled by Market Chaos' — https://www.bloomberg.com/news/articles/2025-03-08/millennium-loses-900-million-on-strategy-roiled-by-market-chaos   Bogleheads — https://www.bogleheads.org/   The Money Scope Podcast Episode 8: Canadian Investment Accounts — https://moneyscope.ca/2024/03/01/episode-8-canadian-investment-accounts/  The Wealthy Barber Podcast — https://thewealthybarber.com/podcast/   Financial Advisor Success Podcast — https://www.kitces.com/blog/category/21-financial-advisor-success-podcast/  Financial Advisor Success Podcast Episode 433: When You 10X Your Advisory Firm To Over $20M Of Revenue…And Want To 10X Again, With Cameron Passmore — https://www.kitces.com/blog/cameron-passmore-pwl-capital-10x-revenue-growth-advisory-firm/   OneDigital — https://www.onedigital.com/  The Longview Podcast: Ben Felix   Papers From Today's Episode:    ‘The Arithmetic of Active Management' — https://www.jstor.org/stable/4479386    ‘Index Rebalancing and Stock Market Composition: Do Index Funds Incur Adverse Selection Costs?' — https://papers.ssrn.com/sol3/papers.cfm?abstract_id=5080459     ‘Luck versus Skill in the Cross-Section of Mutual Fund Returns' — https://papers.ssrn.com/sol3/papers.cfm?abstract_id=1356021    ‘The Passive-Ownership Share Is Double What You Think It Is' — https://papers.ssrn.com/sol3/papers.cfm?abstract_id=4188052    ‘Long-Term Returns on the Original S&P 500 Companies' — https://www.researchgate.net/publication/247884354_Long-Term_Returns_on_the_Original_SP_500_Companies     ‘The Price of Immediacy' — https://papers.ssrn.com/sol3/papers.cfm?abstract_id=1001762   ‘Competition for Attention in the ETF Space' — https://papers.ssrn.com/sol3/papers.cfm?abstract_id=3765063    ‘Passive in Name Only: Delegated Management and “Index” Investing' — https://papers.ssrn.com/sol3/papers.cfm?abstract_id=3244991      Jeremy Stein — “Unanchored” Strategy

The Trump administration will reduce some of the crippling tariffs for automakers. CNBC's Phil LeBeau explains the potential impact on General Motors, and former Ford President Mark Fields explains how other automakers are preparing their supply chains for the White House's trade agenda. The “Big 6” GOP leaders have met at the Capitol to discuss a mega-bill; attendee House Ways and Means Chairman Rep. Jason Smith explains his party's revenue agenda. Plus, Nike is in hot water with shareholder Bill Ackman over a billboard, and Canada voted to keep the Liberal Party's Mark Carney as Prime Minister.  Rep. Jason Smith 16:25Phil LeBeau 31:44Mark Fields 37:47 In this episode:Jason Smith, @RepJasonSmithPhil LeBeau, @LebeaucarnewsBecky Quick, @BeckyQuickJoe Kernen, @JoeSquawkAndrew Ross Sorkin, @andrewrsorkinKatie Kramer, @Kramer_Katie

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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