Podcasts about Blackstone

THRESHOLD is a direct continuation of Malevolent, the Audio Drama. This Series 2 sees John and Arthur having returned to Arkham after their time seeking the BLACKSTONE and facing the new and terrible truth this world has revealed to them. Faced with the new challenges before them and old foes perhaps still a threat, the duo must carve a new path in this strange world.Featuring Jo Guthrie as "Faroe"Support Malevolent and be a part of the story now at: https://www.patreon.com/TheINVICTUSStream Hosted on Acast. See acast.com/privacy for more information.

Keenan, founder and CEO of A Sales Growth Company and the bestselling author of Gap Selling, joins Sam Jacobs, AJ Bruno, and Asad Zaman to make the case that two companies with identical revenue can be valued 3 to 4 times apart, depending entirely on how that revenue got made. Topics include the four sales org archetypes (heroic, random, peacock, and compounding), the valuation discount investors quietly apply to revenue produced by heroics, why quota attainment fell from 60% to 23% while enablement spend went up 7x, and the difference between a sales system and sales structure. Plus, what revenue leaders can learn from how Sequoia, Blackstone, and CAA actually run their people, why Keenan is done with the phrase go-to-market, and the story behind the one-name brand.   Key Takeaways: - How you produce revenue changes what the market will pay for it: investors are buying your ability to repeat the number, not the number itself. Keenan puts a figure on it in his paper Not All Revenue Is Created Equal: "the discount could be as much as 15 to 20% discount on the valuation." Heroics hides the cost; nobody opens a CRM and sees "we closed a $2 million deal and nobody saw that that $2 million deal started at $2.6 million." - Systems are not structure. A system defines the outputs it wants and stays agnostic about how each rep gets there, which is what separates it from a script. "Making people do everything the same is structure," Keenan said. He runs it through golf: "I focus less on what your swing looks like, and I'm asking myself, are you able to hit a draw when you need to hit a draw?" - Sales teams over-invest in training the behavior (structure) and under-invest in understanding the buyer, which Keenan calls sales physics: "nobody buys anything unless their current state is untenable and intolerable." A good system helps the buyer realize that state, which will allow a deal to close. - The spending trend is going the wrong way, and Keenan closes the episode with the numbers: "In 2012, depending who you ask, 60% of reps made quota… now 23%… And the spend has gone up 7x… But win rates declined by 29%. Sales cycles extended by 37 days… What we're investing in isn't working." It persists because no CRO gets room to rebuild: "It's the boat's got a hole in it… You got to fix it. But by the way, you cannot dry dock the boat." And yes: AJ Bruno is buying the book for the first 20 listeners who reach out. Send AJ a direct message on LinkedIn or in the Pavilion Topline Slack and he will buy you a copy of Gap Revenue Performance.   Connect with the Hosts & Guests:   Host: Sam Jacobs, CEO at Pavilion - https://www.linkedin.com/in/samfjacobs/ Host: AJ Bruno, CEO at QuotaPath - https://www.linkedin.com/in/ajbruno3/ Host: Asad Zaman, CEO at STA - https://www.linkedin.com/in/azaman1/ Guest: Keenan, CEO & Founder at A Sales Growth Company - https://www.linkedin.com/in/jimkeenan/   Topline is more than a YouTube Channel:   Subscribe to Topline Newsletter: https://toplinemedia.substack.com/ Tune into Topline Podcast, the #1 podcast for founders, operators, and investors in B2B tech: https://www.joinpavilion.com/topline-podcast Join the free Topline Slack channel to connect with 600+ revenue leaders to keep the conversation going beyond the podcast: https://www.joinpavilion.com/topline-slack   Chapters: 00:00 Introducing Keenan And Gap Selling 03:08 A Dollar Of Revenue Is Not A Dollar 03:46 The Four Sales Org Archetypes 06:59 The 15 To 20% Valuation Discount 08:58 The MEDDIC Definition Problem 12:47 The Left Tackle Analogy 18:24 Can Heroics Be Predictable? 23:10 Structure Is Not A System 28:32 What VC Firms Get Right 42:09 The Physics Of Selling 50:16 Awareness First, Then Pipeline 51:55 Tired Of The Word Go-To-Market 1:00:23 AI, Product Velocity And Enablement 1:04:26 Is Sales A Power Law? 1:12:09 The Story Behind One Name

Eno Reyes is the co-founder and CTO of Factory, the agent-native software development platform building autonomous "Droids" for enterprise engineering teams. Factory has raised $220 million, most recently a $150 million Series C at a $1.5 billion valuation, from investors including Khosla Ventures, Sequoia Capital, 20VC, NEA, Blackstone, Insight Partners and Nvidia. Before founding Factory, Eno worked as a machine-learning engineer at Hugging Face, training, optimizing and deploying large language models for enterprise customers. AGENDA: 00:00 Are We Underestimating AI by an Order of Magnitude?  06:35 Why Can the Smartest AI Model Be the Cheapest?  18:51 Is Anthropic's Coding Business Really Worth $2 Trillion?  33:41 Will Continuous-Learning Models Help or Hurt Factory?  40:43 Will 80–90% of Neo-Labs Die in the Next 18 Months?  44:33 Should American Enterprises Work With Open-Source Chinese Models?  55:42 Must AI Founders Radically Rethink What a Great Outcome Looks Like?  1:04:30 Do Pedigree and Credentials Still Matter in AI Hiring?  1:19:17 Which Is the Biggest Threat: Claude Code, Codex, Cognition or Cursor?  1:24:20 What Seems Crazy Today but Will Be Obvious in Five Years?  

In this episode of Unfiltered Waters, Elizabeth Beisel and Todd Anderson fill in for Katie Hoff, a week from having her baby girl, and sit down with Team USA breaststroker McKenzie Siroky right before the Pan Pacific Championships. She's coming off a personal best in the 100 breast at nationals, capping two hard months when her stroke feel vanished. She tracks nearly every metric of her training. So how does one of the most data driven swimmers on the team find her way back by feeling instead of measuring?McKenzie ranks her outside of pool priorities: nutrition first, then recovery and sleep, then mental work like meditation and breath control with a sports psychologist she calls Dr. Joe. She wears a Whoop and has hit strain scores over 20, though she ignores it on race day, going best times in yellow and red. Her best lift is a 195 pound bench, chasing 200 right after Pan Pacs. Todd asks about the suit that ripped fifteen minutes before her nationals final, and she walks through the breathing reset that got her back on the block.Along the way, the conversation goes places most swim interviews don't: hosting the team for Saturday pancake brunches off her Blackstone griddle, thirty pancakes at a time, plus wood fired pizza nights with homemade sourdough crust. She traces her breaststroke to family history, her mom swam at Michigan State too. She and teammate Moana treat practice like an actual race, speaker on the deck included, to rehearse the nerves. She admits she doesn't always know what a lactate based target split is supposed to feel like, she just trusts it and goes.Underneath the technical talk is a real account of what it costs to lose your feel for the thing you're best at. McKenzie describes two months so frustrating she was near tears most practices, calling her aunt and dad from the car to find one thing to control each day. The fix wasn't more structure, it was less: slower practice, no intervals, feeling her stroke again instead of measuring it. It's a lesson that lands harder given how much of her identity runs on tracking numbers, a contradiction Elizabeth is well suited to draw out of her.Whether you're a swimmer who tracks every number in training or someone who has never touched a pool but loves a good return to form story, this episode delivers. Watch the episode, then head to the comments and let us know: what's one thing you've learned to control when everything else feels like it's slipping? Subscribe to the show on your favorite podcast platform, and follow us on social media (https://linktr.ee/unfilteredwaters) for clips, bonus content, and updates throughout the week.Note: this conversation was recorded ahead of the 2026 Pan Pacific Championships, so McKenzie's answers reflect where her head was heading into the meet, not how the racing actually went.FOLLOW MCKENZIE SIROKY ON:Instagram: @kenzie_siroky#UnfilteredWaters #Swimming #McKenzieSiroky #ElizabethBeisel #TennesseeSwimming

SUMMARY: Brian, Brandon, and Aaron discuss news about Nvidia's reported $105B backing of OpenAI's Ohio data center and what it implies for GPUs as an “asset class” and enterprise AI. Brian argues Jensen Huang is shifting Nvidia's narrative from needing the newest chips immediately to portraying GPUs as long-lived, cash-flowing assets that can be financed like bonds, pushing risk onto banks and private equity. Brandon agrees scarcity has extended older GPU usefulness but warns the market could be flooded with newer, cheaper, more efficient hardware, leaving debt tied to obsolete equipment. Aaron likens GPUs to airplanes, expensive assets requiring constant utilization, while noting new AI builds demand entirely new data centers for power and cooling. The group questions widespread lack of profitability, compares the financing trend to past bubbles, and debates the optimistic case that breakthroughs could ultimately justify the investment.SHOW: 1056SHOW TRANSCRIPT: The Enterprise AI Show #1056 TranscriptSHOW VIDEO: https://youtu.be/vTLTdIZueJMSHOW SPONSORS:Nasuni - Activate your data for AI and request a demoShow topic: Nvidia's Pivot from Chipmaker to FinancierNvidia just backed $105B for OpenAI's Ohio data center and helped mobilize $500B+ in Wall Street financing (Apollo, Blackstone, BlackRock, Goldman, KKR) to fund GPU purchases, while AMD, Google, and Cerebras chip away at its tech lead. The moat is moving from silicon to balance sheet.Core question: Is a GPU actually securitizable like real estate or aircraft, or is this circular financing dressed up as infrastructure?The bull case: GPUs as productive, cash-flow-generating assets (compute-as-a-service) → financeable like data centers or planes, unlocking capital hyperscalers alone couldn't raise.The bear case: Depreciation risk; GPUs age fast, unlike buildings. What's the residual value of an H100-class chip in 2030? Securitizing a depreciating, obsolescence-prone asset is a very different bet than securitizing land.Circularity concern: Nvidia financing the customers who buy Nvidia chips, who generate the revenue that justifies Nvidia's valuation, echoes vendor financing bubbles (Cisco/telecom, 2000).Precedent: Compare to aircraft leasing/securitization models: what made those work (long asset life, resale markets, standardized valuation), and whether GPUs have any of that yet.Who bears the risk if utilization or model economics don't pan out: Nvidia, the banks, or the credit markets buying the paper?FEEDBACK?Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

Cal Brouilette recalls a sleepless night in Houston, speaking at 3 a.m. with someone from Blackstone about a purchase-and-sale agreement and transition-service agreements. It concerned a power-plant portfolio sale at Direct Energy, a Centrica subsidiary, that Brouilette places in 2013.According to Brouilette, the assignment arrived in late September, when the CEO wanted the portfolio sold and announced before year-end. That left at most 120 days. Brouilette says he was managing finance and accounting, functioning as a business-unit CFO and loading up on MBA classes at Rice because his job had seemed stable.The new assignment changed that calculation. Brouilette says he ran its finance work “soup to nuts,” covering the valuation taken into negotiations, management presentations, purchase-and-sale terms, and transition-service agreements.The transaction presented him with what Brouilette describes as a $700 million “go or no go” decision. “Yes, this was hard,” he recalls thinking, but the experience prompted this realization: “I can do this job. I can make these decisions.”Brouilette says the moment gave him confidence to make high-stakes decisions quickly while recognizing that he could “still keep learning.” He describes it as his shift from operator to strategist.At Flatiron Health, Brouilette says his focus as CFO is not to “make a decision and let it ride,” but to consistently track results before the organization travels too far down “the wrong path.”His remarks present strategic confidence not as certainty, but as the discipline to decide, keep learning, measure results, and correct course.

Plus: Crypto stocks gain as bitcoin heads for best week in over two years. And Swedish heating company Nibe Industrier sees sales growth from heat pumps and data centers. Julie Chang hosts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Host Steve Turk interviews Melissa Blettner, CEO of Boyd Hollow Resorts and Ancient Lore Village in Knoxville, Tennessee. Melissa explains founder Tom Boyd's book inspired mission to create a fantasy village where only good exists and guests leave happier, kinder, and friendlier. She shares her hospitality start from an XL Inn front desk job to studying hospitality management, advancing through roles in front office, sales, and leadership, and spending 20 years at Great Wolf Lodge building brand culture, openings, and a large call center with strong standards. After Great Wolf's culture shifted following Blackstone's acquisition and a corporate move to Chicago, she consulted before joining Boyd Hollow. Ancient Lore Village offers 14 themed dwellings on 67 acres, day passes, dining, axe throwing, archery, events, retreats, and weddings, and is expanding with Boki's Trek Experience and an Ancient Lore Wellbeing Retreat.00:00 Show Kickoff00:31 Sponsor Lodgify01:34 Meet Melissa02:23 Ancient Lore Origin04:03 First Hospitality Job06:08 Breaking Into Hotels07:51 Career Steps Forward10:18 Great Wolf Breakthrough12:44 Growing at Great Wolf16:13 Call Center Culture17:41 Brand Building Playbook21:19 Leaving After 20 Years22:12 From Mars To Buyout22:49 Dream Big Consulting Reality24:24 Finding Boyne Hollow26:19 What Ancient Lore Offers28:23 Managing Crowds And Groups30:39 Small Resort Big Opening32:20 Guests Define The Magic34:41 Future Attractions And Wellness36:02 Luxury Not Kitschy Design40:13 Team Growth And Mentorship42:10 Advice And Farewell

In der heutigen Folge sprechen die Finanzjournalisten Nando Sommerfeldt und Holger Zschäpitz über Broadcoms Schuldenplan, Georgs geniale Gas-Idee und die historischen Auswüchse am Anleihemarkt. Außerdem geht es um Walmart, Advance Auto Parts, AutoZone, O'Reilly Automotive, Home Depot, Lowe's, TJX Companies, Coty, JD Sports Fashion, Adidas, Puma, Fresenius, Fresenius Medical Care, Sartorius, UBS, Tonies, Korea Gas Corporation, Vontobel, Alibaba, Deere, Broadcom, Apollo Global Management, Blackstone, Goldman Sachs, Bank of America, Nvidia, Apple, Microsoft, Amazon, Alphabet, TSMC, Meta Platforms, Samsung Electronics, ASML, SK Hynix, Deutsche Börse, Moderna, BioNTech, Eli Lilly, Novo Nordisk, Mini Future Long auf den TTF-Gaspreis von Vontobel, (WKN: VY80G4), Vanguard FTSE Global All-Cap ETF thesaurierend (WKN: A42B1M), Vanguard FTSE Global All-Cap ETF ausschüttend (WKN: A42B1N), Vanguard FTSE Global Small-Cap ETF thesaurierend (WKN: A42B1P), Vanguard FTSE Global Small-Cap ETF ausschüttend (WKN: A42B1Q), Vanguard FTSE All-World ex-U.S. UCITS ETF thesaurierend (WKN: A42B1R), Vanguard FTSE All-World ex-U.S. ETF ausschüttend (WKN: A42B1S), SPDR MSCI ACWI IMI ETF (WKN: A1JJTD), Vanguard ESG Global All Cap ETF thesaurierend (WKN: A2QL8U), Vanguard FTSE All-World ETF thesaurierend (WKN: A2PKXG), Vanguard FTSE All-World ETF ausschüttend (WKN: A1JX52). Am 2. Oktober findet unser „Alles auf Aktien“-Summit in Berlin statt. Mit dem Code „AAAFRIENDS“ sparst du 50 Prozent auf dein Ticket – aber nur unter folgendem Link: https://veranstaltung.businessinsider.de/event/financesummit26/summary?rp=c6dc55d6-6f4f-4fb4-b75f-3f3501d84859 Wir freuen uns an Feedback über aaa@welt.de. Holt euch jetzt den exklusiven NordVPN-Deal inkl. 4 Bonusmonaten mit dem Code Allesaufaktien oder unter https://nordvpn.com/allesaufaktien Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und – ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Anzeige: Eight Sleep: Der Pod 5 reguliert die Temperatur im Bett automatisch, trackt Schlaf- und Gesundheitswerte ohne Wearable und kann so zu besserem Schlaf beitragen. Mit dem Code ALLESAUFAKTIEN erhaltet ihr auf https://www.eightsleep.com/allesaufaktien bis zu 350 Euro Rabatt. Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Amanda Cruise and Ash Patel push Ethan on everything from barriers to entry to third-party management, while Ethan explains why the best operators keep everything in-house, from forklift drivers to core storage revenue. He also lays out how institutional capital, bank debt, and long-term hold strategies are reshaping the marina market as groups like Blackstone-backed Safe Harbor continue buying. If you think you already understand real estate, this episode will challenge that assumption. Ethan makes a compelling case that marinas are one of the last truly inefficient asset classes left and that the opportunity is bigger, messier, and more interesting than most investors realize. Ethan King Founder of Bowline Capital, LLC Based in: Miami, Florida For more information, visit https://superhuman.com/. Podcast production done by⁠ ⁠Outlier Audio Learn more about your ad choices. Visit megaphone.fm/adchoices

After following up on Justice Alito's summer interview, the new birthright-citizenship executive orders, and the Court's record-low approval numbers, we devote the episode to Cisco Systems v. Doe, the Falun Gong surveillance case that closes the door Sosa v. Alvarez-Machain left open for new Alien Tort Statute claims. We try to build a theory of the ATS from first principles — Section 9 of the Judiciary Act of 1789, the law of nations, and the Marbois affair — before running through two decades of the Court narrowing the statute. Then we ask what to make of "door closing" as a phenomenon, from Edwards v. Vannoy to Rucho, and whether the Court would really be stuck if the perfect ATS unicorn finally showed up. Along the way: whether Justice Alito is an I-95 or an Amtrak guy, the seven-case October calendar led by Suncor, Rooker anti-Feldmanism, and a Phoenix bar band called the Blackstone Three.Highlights[00:00:21] Opening: 29 episodes makes a record-breaking season, and the secret to sub-4-hour recording sessions[00:02:28] Justice Alito's WSJ interview with James Taranto: "Obviously I'm here for another term," the vultures, and his high school English teacher's psychoanalysis[00:06:27] How Will became a libertarian: Mr. Flannery, Lexis news alerts for "Ayn Rand," and golfer David Duval[00:09:48] Still no action on the mail-in voting applications; a White House ballroom emergency application expected any day[00:11:15] No rehearing petition in Trump v. Barbara — instead, new executive orders probing the decision's edges[00:15:32] The October calendar: only 7 cases, starting with Suncor — "conservative intuitions in search of a constitutional clause"[00:17:04] Mailbag: Rooker anti-Feldmanism via Lance v. Dennis, and Michael Rosman on whether sex-segregated sports are really "equal opportunity"[00:20:32] Gallup has the Court at 33% approval, a record low — the maximally anti-legitimacy strategy[00:22:35] The main event: Cisco Systems v. Doe — an anonymous person versus a faceless corporation[00:23:16] ATS first principles: Section 9 of the Judiciary Act of 1789, the law of nations as brooding omnipresence, and the Marbois affair[00:37:27] The 1980 revival, Sosa v. Alvarez-Machain, and the door Justice Souter left ajar[00:42:45] Two decades of narrowing: Kiobel, Jesner, Nestlé — and Will's brush with a thriving atrocities practice[00:47:33] Cisco closes the door; the Edwards v. Vannoy parallel, and whether door closing is ever dicta[00:52:33] Door closing as a genre: Vieth v. Jubelirer, Rucho — a Green Bag piece for Richard Re[00:56:36] What about pirates? The Blackstone 3 — the doctrine, and the Phoenix bar band[01:00:18] Implied causes of action, the slow death of Bivens, and the Ex parte Young irony after Trump v. Cook[01:05:19] Scoring the opinion: a win for the Bradley–Goldsmith "Erie algorithm" — or selective originalism?[01:13:33] Sign-off: rate and review — and if we go quiet, Will has been taken by piratesRelevant linksCasesCisco Systems, Inc. v. Doe I — slip opinionTrump v. Barbara — the birthright-citizenship decision the new executive orders are testingSuncor Energy (U.S.A.) Inc. v. County Commissioners of Boulder County — the OT26 openerSosa v. Alvarez-Machain, 542 U.S. 692 (2004)Edwards v. Vannoy, 593 U.S. 255 (2021) — slip opinionLance v. Dennis, 546 U.S. 459 (2006) (per curiam) — the Stevens "Rooker good, Feldman bad" dissentCommentary & articlesCNN on the Alito interview — coverage of James Taranto's Wall Street Journal interviewGallup, "Supreme Court Job Approval Slumps to Record Low"Jonathan Adler, "Amicus Brief in Suncor Energy v. County Commissioners of Boulder County" — the solo plaintiffs-side amicusOona A. Hathaway et al., "Has the Alien Tort Statute Made a Difference?," 107 Cornell L. Rev. (2022) — the settlements study cited in Cisco footnote 2Carlos M. Vázquez & Stephen I. Vladeck, "State Law, the Westfall Act, and the Nature of the Bivens Question," 161 U. Pa. L. Rev. 509 (2013)Samuel L. Bray & Paul B. Miller, "Getting Into Equity," 97 Notre Dame L. Rev. 1763 (2022) — why equity never needed causes of actionOtherDivided Argument, "Separation-of-Powers Police" (S4E23) — the Daryl Levinson Law for Leviathan book episodeThe Blackstone Three — original and cover music for all events, parties, and concert venues

Oil Reserves taking a hit. Finally getting to the recent high profile earnings. Market Top Calls (again). ALL TIME HIGHS – Then some consolidation (then highs again). Situational Awareness Update. SpaceX Bounces… PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? PayPal.Donation.Button({ env:'production', hosted_button_id:'JJJHP2GDEJC7J', image: { src:'https://www.paypalobjects.com/en_US/i/btn/btn_donateCC_LG.gif', alt:'Donate with PayPal button', title:'PayPal - The safer, easier way to pay online!', } }).render('#donate-button'); Follow John S. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm-Up - Oil Reserves taking a hit - Getting to the recent high profile earnings - Market Top Calls (again) Markets - ALL TIME HIGHS - Then some consolidation - Lets round out earnings - Situational Awareness Update - SpaceX Bounces... Etsy - Layoffs With Better Numbers - Etsy is cutting about 220 jobs, or 12% of its workforce. - Management said the cuts were not primarily about cost savings or AI. ----- CEO Kruti Patel Goyal stated the restructuring aims to simplify the organization, remove management layers, and speed up decision-making to better compete against massive rivals like Amazon, Temu, and TikTok Shop - Q2 revenue was about $668 million and core marketplace sales improved. - Etsy also authorized another $2 billion share buyback. - Comes after selling Depop to eBay for about $1.4 billion. Polysilicon - Tariffs Plus Price Floors - U.S. policy adds a 15% tariff and minimum import prices on polysilicon and solar products. - Goal is to protect domestic production from low-cost foreign competition. - U.S. share of global polysilicon capacity fell from about 50% in 2005 to under 2% in 2024. - First Solar and T1 Energy jumped on the announcement. ---- The same playbook - rinse and repeat Chipotle - Salmonella Returns - Minnesota officials linked a salmonella outbreak to jalapenos served at Chipotle. - Chipotle removed the affected pepper supply and switched growers. - Shares fell roughly 8%-10% as investors remembered the company's earlier food-safety problems. - This is on top of the lettuce situation with Sweetgreen- look at  STOCK CHART FOR SG Michael Burry - Calling a Major Top - Michael Burry says the market may be near a "major top." - Warned of the possibility of a 1987-style market drop. - He is short names including Nvidia, Palantir, Tesla and semiconductor stocks. - Main concern is stretched valuations and crowded trades unwinding quickly. - This may be the 100th top he has called since the GFC ---- NVIDIA TURNS GPUs INTO AN ASSET CLASS - Nvidia signed preliminary agreements with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR to mobilize more than $500 billion for AI infrastructure. - The Wall Street firms would create dedicated pools of capital to finance Nvidia-based data centers and compute infrastructure at what Nvidia calls attractive rates for customers. - Jensen Huang: “This is really the first time that technology chips have become an investable asset class.” Nvidia says the compute assets now generate revenue and can increasingly be financed like infrastructure. - Nvidia could backstop as much as 25% of individual investments on a case-by-case basis - potentially up to about $125 billion if applied across the full program. STRATEGIC PETROLEUM RESERVE BREAKS 300 MILLION - The Strategic Petroleum Reserve fell by 6.1 million barrels to 298.7 million barrels for the week ended Aug. 7 - below 300 million for the first time since January 1983. - The SPR started 2026 around 415 million barrels, meaning more than 100 million barrels have already come out this year as releases were used to offset disruptions from the Iran conflict. - The reserve's authorized storage capacity is roughly 714 million barrels, leaving current inventories at about 42% of capacity. - Oil on the rise last week Earnings and such Toyota - Big Buyback, Better Outlook - Toyota raised its annual operating-profit forecast 13%, helped by the weaker yen. - Announced a share buyback worth up to $6.3 billion. - Quarterly operating profit still fell 9%, hurt by China weakness and higher Middle East-related costs. McDonald's - Value Problem - U.S. same-store sales rose just 0.8%, below expectations and well below last year's 2.5% growth. - Management blamed weak execution of value promotions and fewer digital deals. (and probably because everyone is taking weight loss drugs - see above) - Lower-income customer traffic remains a major pressure point. - McDonald's is bringing back more digital offers and loyalty promotions to drive traffic. Eli Lilly - Weight-Loss Machine - Lilly crushed Q2 expectations as Mounjaro and Zepbound drove most of the growth. - Mounjaro sales hit $9.94 billion; Zepbound brought in $4.93 billion. - Raised 2026 revenue guidance to $85-$87 billion. - Verzenio, its major breast-cancer drug, remains one of Lilly's biggest non-obesity products. - Lilly continues widening its lead over Novo Nordisk in the obesity-drug market. Disney - Parks Keep Printing Money - Quarterly adjusted EPS rose 28% to $2.06, beating the $1.86 estimate. - Parks and experiences revenue increased 10% to nearly $10 billion. - Global park attendance grew 4%. - Disney is selling its 50% stake in A+E Networks to Hearst for an estimated $1.2 billion. Oil - OPEC Adds Barrels, Maybe - OPEC+ agreed to raise September production targets by another 188,000 barrels per day. - The increase completes the rollback of a 1.65 million-barrel-per-day supply cut dating back to 2023. (In other words - planned so not a surprise) - Actual supply remains constrained because several producers are already pumping below quota. - Any normalization around the Strait of Hormuz could suddenly make OPEC+'s additional barrels much more important. Berkshire Hathaway - Greg Abel Starts Spending - Q2 operating earnings rose 16% to about $13 billion. - Berkshire bought $23.5 billion of stocks and sold just $3.7 billion - its first quarter as a net stock buyer in 14 quarters. - Bought back $4.5 billion of Berkshire shares, versus only $235 million in Q1. - Cash dropped from roughly $380 billion to $365 billion as Abel starts putting the massive cash pile to work. - Important shift: Buffett is still chairman, but this is one of the clearest signs yet of how Greg Abel may allocate capital differently as CEO. Situational Awareness - Nearly Blows Up, Investors Want Back In - The fund lost 67% in July after leveraged AI bets collapsed and forced a major stock sale to Citadel. - Despite the blowup, Situational Awareness was still up about 80% for 2026 because of huge earlier gains. - Bloomberg says Silicon Valley investors are already asking to put more money into the fund. - Situational Awareness is currently telling prospective investors it is not accepting new capital. - The fund has also continued making large private investments even after the near-collapse. --- Most recent was a $400B ---- There is some talk that Citadel made out like a bandit on the rescue Mercedes AMG - The Car Literally Brands You - Two Mercedes AMG owners filed a class-action lawsuit claiming the metal AMG logo embedded in the seat becomes dangerously hot in the sun. - One driver says he suffered first- and second-degree burns, with a dermatologist describing the injury as "AMG inscribed." - The lawsuit wants Mercedes to cover damages and remove the metal logos from affected vehicles. - Hard to beat this one: pay AMG money and get the logo branded into your back. Europe's Drought - History Starts Popping Out - Extreme drought and low river levels are exposing things that have been underwater or hidden for decades or centuries. - In Serbia, sunken German World War II warships have reappeared in the Danube. - In Britain, dry ground revealed outlines of medieval buildings; mammoth remains and ancient structures have also surfaced elsewhere. - Serious drought story, but visually one of the strangest side effects of the summer. Golden Toilet - $6 Million Flush - The 18-carat gold toilet was ripped out of Blenheim Palace in a five-minute raid and has never been recovered - but there is a conviction. - Prosecutors used phone data, forensic evidence and planning activity to link the gang to the theft. - One defendant had cased the palace beforehand and photographed entry points; another man had already pleaded guilty and admitted helping move the stolen gold. - Prosecutors believe the 98-kilo toilet was quickly cut up or melted down and sold as gold. - So the conviction was based on evidence of the robbery and disposal - not on recovering the actual toilet. Final Follow Up SpaceX - Space Junk Smashes Into the Moon - A dead SpaceX Falcon 9 rocket stage crashed into the moon at about 5,400 mph after drifting through space since January 2025. - The roughly 4-ton, school-bus-size object kicked up a lunar dust plume that astronomers detected from Chile. - The impact was accidental - solar activity and gravity gradually pushed the abandoned rocket stage onto a collision course. - NASA and SpaceX are now discussing ways to prevent future lunar crashes as more hardware heads toward the moon. - NEED Space garbage Trucks - something we have discussed on show for years (see next) Space Garbage Trucks - This Is Becoming a Business - Astroscale is building spacecraft designed to inspect, capture and remove dead satellites and other orbital debris. - Its ADRAS-J mission demonstrated close approach and inspection of a large piece of existing space junk - a key step before actually grabbing and removing debris. - ClearSpace is developing similar debris-removal spacecraft, including missions designed to rendezvous with and capture abandoned rocket hardware. - The business model is basically orbital towing: governments and satellite operators pay to remove dangerous junk or service aging spacecraft. - With tens of thousands of tracked objects already in orbit, "space sanitation" could become a real infrastructure business.   Love the Show? Then how about a Donation? PayPal.Donation.Button({ env: 'production', hosted_button_id: 'JJJHP2GDEJC7J', image: { src: 'https://www.paypalobjects.com/en_US/i/btn/btn_donateCC_LG.gif', alt: 'Donate with PayPal button', title: 'PayPal - The safer, easier way to pay online!' } }).render('#donate-button-2'); THE CLOSEST TO THE PIN for SpaceX (SPCX) Winners will be getting great stuff like the new "OFFICIAL" DHUnplugged Shirt!   FED AND CRYPTO LIMERICKS   See this week's stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter

Welcome back to the Alt Goes Mainstream podcast.We were live from AGM's RIA Field Trip at Franklin Templeton's New York office in Madison Square Park with Franklin Templeton's Head of Private Markets - Americas Wealth Management Dave Donahoo to discuss the nuances of serving the wealth channel.Dave brings the perspective of someone who has seen the wealth channel handle multiple market cycles and an understanding of both traditional and alternative asset management, while always keeping the outcome for the end investor in mind.Dave started his career in the depths of the 2008 financial crisis at T. Rowe Price, where he worked with individual investors. He rose up the ranks of T. Rowe Price and then joined Blackstone as a Principal in the firm's Private Wealth Solutions business before moving to Franklin Templeton as Head of Private Markets - Americas Wealth Management.Unpacking nuances in private markets, Dave discussed why he believes a “family of specialists” with a “narrow scope” is critical for a private markets investment platform and how a traditional asset manager can approach building brand in private markets. We had a fascinating discussion, covering:How Dave's background starting his career working with individual investors has informed how he approaches creating solutions for the wealth channel.Why LPs want to do more with fewer partners and what this means for GPs.Specialists vs. generalists.Why RIAs have “cold call fatigue.”What RIAs want from a product perspective and why differentiation, trust, and proactive client service are top of the list.How asset managers can approach brand-building.The product innovation roadmap and what the path to 401(k) and DC products might look like.Thanks, Dave, for sharing a fascinating window into the wealth channel and for your passion, expertise, and dedication to providing private markets solutions to the wealth channel.Show Notes00:04 Live from Franklin Templeton RIA Field Trip00:07 Meet Dave Donahoo02:31 Lehman Day One Story03:15 Thrown Into the Phone Queues03:37 Teacher Call and Investor Fear04:53 Start With the End Client05:26 From T Rowe to Blackstone05:53 Blackstone Wealth Playbook07:18 Why Franklin Was the Fit08:09 Traditional Manager Advantages09:09 Platform Synergies in Wealth10:16 Challenges of Going Private10:36 Brand Transformation Story11:44 Internal Alignment and Change12:16 What the Brand Should Signal12:50 Specialist Managers Philosophy13:44 Building Perpetuals the Right Way14:13 Defining the Right Structure15:44 Evergreen Structure Depends16:09 Secondaries Structure Choice18:10 Infrastructure Partnership Model20:02 Preserving Investment Cultures21:50 Data and AI Cross Collaboration24:17 Macro Insights Across Platforms25:47 Product Innovation Roadmap27:06 Private Markets in 401k Plans27:53 What Model Portfolios Mean29:06 What RIAs Want Most30:21 Client Service and HonestyA Word from Our Sponsor, UltimusThis episode of Alt Goes Mainstream is brought to you by Ultimus, the full-service fund administrator and transfer agent powering asset managers in private and public markets. As alts go mainstream, you need real expertise to handle complex fund structures, connect with key distribution partners, and handle sophisticated compliance, reporting, and transparency demands.That's Ultimus: high-tech, high-touch solutions for over 450 clients and 2,500 funds with $775B in assets under administration. Backed by an expert team of over 1,200 employees, they place client service at the core of their business, helping you navigate complexity during your fund structuring or launch and then supporting you through every stage of growth. Whether you're already in the market or thinking about entering private wealth, you can trust their team's deep expertise in retail alternatives to help you reach your goals.Learn more at ultimusfundsolutions.com or email info@ultimusfundsolutions.com.We thank Ultimus for their support of alts going mainstream.Editing and post-production work for this episode was provided by The Podcast Consultant.

Blackstone, Vanguard, and Wellington are bringing private markets to everyday investors.Their new funds give non-accredited investors access to alternative investments like private equity, private credit, real estate, and infrastructure. But is easier access actually a good investment?Referenced in this episode:Leyla Kunimoto's breakdown of the WVB All Markets Fund and its fee structure:Read Leyla's analysis here: https://x.com/LeylaKuni/status/2081081577099174243Bob Fraser, Ben Fraser, and Ellis Hammond break down the opportunity, the risks, the fees, and what this could mean for the future of alternative investing.Have more questions, or want more resources like a tax calculator? Go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://investlikeabillionaire.org/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠  to learn more about our community. Check out Ben & Bob's company and invest along at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://aspenfunds.us/

A real estate transaction may involve homes, emotions, and major life decisions, but underneath all of it is money. Can the buyer afford the property? Will the taxes affect their qualification? Does the appraisal support the deal? Is the financing actually a good choice for the client? Agents who cannot answer those questions may struggle to advise buyers, identify problems early, or find the solutions that keep transactions moving. In this Best Of episode, we revisit a practical conversation with real estate and financial technology entrepreneur Teresa Grobecker about why agents need a stronger understanding of the financial side of real estate. Teresa argues that real estate professionals should know more than whether a buyer has received a preapproval. They should understand the financial information to determine whether that client can actually reach the closing table, and whether purchasing the property is a responsible decision for them. You'll learn: Why real estate is fundamentally a financial transaction How financial knowledge can help agents close more deals Why a preapproval does not tell an agent everything they need to know How property taxes can affect a buyer's ability to qualify Why understanding PITI gives agents a strategic advantage How financial knowledge can help agents identify overlooked solutions Why agents must disclose any compensation connected to financing How helping buyers evaluate their options can build greater trust   Guest Bio Teresa Grobecker is a recognized innovator in the real estate, fintech, and proptech sectors. With over a decade of experience as a licensed real estate broker and deep expertise in brokerage management, compliance oversight, and technology integration, Teresa has consistently pioneered solutions that bridge the gap between traditional real estate processes and emerging technologies. As the first founder to successfully take a real estate brokerage onto a blockchain, Teresa combines her deep understanding of regulatory requirements with forward-thinking technology strategies to drive operational efficiencies and revenue growth. Her background includes founding and scaling multiple companies in real estate and finance, serving as a venture partner, and contributing as a thought leader in both industries. As the founder of the first online real estate and mortgage brokerage in San Francisco, she showcased her innovative approach. With a background as an equity partner at a global investment bank, Teresa has deep insights into capital markets and has advised the Federal Reserve, SEC, and FHFA on regulatory matters. Additionally, she led three National Association of Realtors portfolio companies during high-growth stages and consulted with Blackstone's ancillary services, advising bank CEOs and presidents. Her expertise in underwriting loans and enhancing their appeal to secondary and capital markets further strengthens her ability to craft compelling marketing strategies that drive growth. Connect with Teresa on LinkedIn.   About Your Host Marki Lemons Ryhal is a ​​Licensed Managing Broker, REALTOR®, and avid volunteer.  She is a dynamic keynote speaker and workshop facilitator, both on-site and virtual; she's the go-to expert for artificial Intelligence, entrepreneurship, and social media in real estate. Marki Lemons Ryhal is dedicated to all things real estate, and with 25+ years of marketing experience, Marki has taught over 250,000 REALTORS® how to earn up to a 2682% return on their marketing dollars. Marki's expertise has been featured in Forbes, the Washington Post, Homes.com, and REALTOR® Magazine.   Subscribe, Rate & Review Check out this episode on our website, Apple Podcasts, or Spotify, and don't forget to leave a review if you like what you heard. Your review feeds the algorithm, so our show reaches more people. Thank you!     

Clinton, Layne, and Jon check in with Mighty Mutanimals 3 and then learn about the Black Stone of Mecca, and also why Cryin’ Hound is so obsessed with his name, in Teenage Mutant Ninja Turtles Adventures 35 from Archie Comics! Then they go back in time for a final confrontation with the Bloodsucker and the Old Man of the River in the last part of “The River” in Teenage Mutant Ninja Turtles 26 from Mirage!

Checkout the WAWD Substack: https://whatarewedoingonthedesk.substack.com/ Dan Nathan welcomes Vincent Daniel, partner at Seawolf Capital and one of the investors who called the 2008 housing crash, for a deep dive into where markets stand heading into year-end. They break down new Fed chair nominee Kevin Warsh's "immaculate economy" problem, why passive fund flows are quietly the most powerful force in the market, and the hedge-fund blowup that briefly rattled the S&P. From there, Dan and Vincent get into the real meat of the episode: the new wave of GPU-backed financing deals from Nvidia, Apollo, and Blackstone, why Vincent thinks the AI trade is less a Ponzi scheme and more a "debt-infield CapEx initiative," and where the credit risk is really hiding. They also debate capital availability, return on invested capital, which software names survive the AI shakeout, and whether this all ends up looking more like the dot-com bust or the GFC. Plus: an unprompted case for why Vincent should be the next GM of the Mets. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media The financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose. Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.

Airbnb just partnered with TripAdvisor to bring 425,000 experiences onto its platform — a move that signals Brian Chesky isn't just dabbling in experiences anymore, he's building a second business inside the first. The crew breaks down what this means for the future of in-destination travel, why the real unfair advantage might already be sitting inside every host's guidebook, and whether this is Airbnb's best play in markets where short-term rental bans are tightening the grip on its core product. Edwin brings the European perspective: Barcelona's courts just sided with the city, 10,000 units disappear by 2029, and the ripple effects are spreading.   Then the conversation shifts to IHG, which is taking a completely different approach to the owner economics pressure wave sweeping the industry. While Hilton cuts fees and Marriott rolls out rebates, IHG is pitching a full services package — marketing, digital support, training, group booking — and telling owners to trust the value. Edwin's challenge is sharp: don't tell me the service has value, show me the PL. The panel explores whether regional marketing studios could actually be the unlock and what happens when brands start making owners more dependent on infrastructure they don't control.   The big closer: Blackstone just paid $2.5 billion for a 25% stake in AeroPlan, valuing Air Canada's loyalty program at $10 billion — more than the airline itself. Scott calls it a data and credit card gold mine. Ben says the airline business is a commodity and loyalty is where the differentiation lives. And somehow the whole thing detours into a love letter to Blackstone CEO John Gray's Instagram and why the best business development tool in 2026 might just be a jog through Central Park with your phone out. — This Week in Hospitality is presented to you by Journey. Journey is a loyalty platform built specifically for independent boutique hotels and high-touch hospitality brands. Our mission is to give operators the same powerful rewards engine, data intelligence, and guest insights that major chains rely on — without asking them to give up the individuality, soul, or story that makes their property extraordinary. If you're an owner or operator of an extraordinary, independently owned and operated hotel or residence — and you want to see whether your property is a fit for the Journey Alliance — you can learn more and apply at https://www.journey.com/alliance — Special Guest: Sarah Kopit — Editor-in-Chief of Skift LinkedIn: https://www.linkedin.com/in/sarahkopit   Your Hosts: Zach Busekrus — Journey LinkedIn: https://www.linkedin.com/in/zachbusekrus/ Instagram: https://www.instagram.com/behindthestays/   Scott Eddy — Global Travel & Hospitality Expert @MrScottEddy LinkedIn: https://www.linkedin.com/in/mrscotteddy/ Instagram: https://www.instagram.com/mrscotteddy/   Ben Wolff — Founder of Onera & Oasi LinkedIn: https://www.linkedin.com/in/ben-wolff/ Instagram: https://www.instagram.com/iambenwolff/   Edwin Kramer — Luxury Hotelier Consultant & Former GM LinkedIn: https://www.linkedin.com/in/edwinckramer/ Instagram: https://www.instagram.com/edwinkramer/

Send us Fan MailA double hazy IPA with an 80s-pink can shouldn't be this smooth, but Grimm Artisanal Ales' Lambo Door (Brooklyn, New York) has us drinking fast and talking even faster. We get into real craft beer tasting notes, why an 8% ABV can still feel dangerously easy, and the truth about paying close to $18 for a four-pack. Then we take a detour through the everyday stuff that somehow always turns into a bigger rant, including gas prices that jump overnight and the feeling that none of it makes sense. Food shows up like it always does, because beer pairing is a lifestyle. We break down a killer gumbo dinner and talk about what changes when you cook it camping-style in a Dutch oven over an open fire. After that, we share a Blackstone griddle idea that's basically built for parties: candied peaches caramelized with butter, brown sugar, and hot honey, layered onto a bruschetta-style bite with pesto, fresh mozzarella, cured ham, jalapeño, and basil from the garden. Sweet, salty, spicy, and ready for your next backyard hang. After the break, we crack Toppling Goliath Brewing Company Caramel Apple Fandango, a fruited sour that drinks like a caramel apple dessert. We debate the finish, rate it honestly, and talk fall beer season strategy, including when to start the pumpkin beers and whether Oktoberfest brews deserve more love. Somewhere in the middle we also play would you rather, attempt “beer math,” and close out with golf plans and NFL preseason hype. Subscribe, share this with your drinking buddy, and leave a review with your pick: hazy IPA or caramel apple sour?Support the showwww.anotherreasontodrink.com

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In this episode of The Canadian Investor Podcast, we break down another busy week of earnings, acquisitions, and market news. We start with Jamieson Wellness, which received a takeover offer from Japan’s Kirin Holdings shortly after we highlighted it as one of our stocks to watch. We discuss the deal premium, why smaller Canadian companies continue to attract acquirers, and what this says about valuations in the Canadian small-cap market. We then look at Air Canada selling a 25% stake in Aeroplan to a consortium led by Blackstone and La Caisse, and why the airline is using the deal to strengthen its balance sheet while keeping control of one of its most valuable assets. From there, we discuss the H&R REIT and GO Residential transaction, Wheaton Precious Metals’ strong quarter, GoEasy’s continued challenges in subprime lending, and Canadian Natural Resources’ huge free cash flow quarter as oil prices remain elevated. We also cover Berkshire Hathaway’s latest results, including its cash pile, stock purchases, buybacks, and new Alphabet position, before wrapping up with Restaurant Brands International and what Burger King, Tim Hortons, and Popeyes are saying about the consumer. Tickers discussed: JWEL.TO, AC.TO, HR.UN.TO, GO.U.TO, WPM.TO, FNV.TO, GSY.TO, CNQ.TO, BRK.B, GOOGL, GOOG, QSR.TO, QSR Subscribe to Our New Youtube Channel! Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.

There's a particular kind of quiet worry that comes with being Childfree, the suspicion that everyone else received some piece of wiring you're missing. Dr. Amy Blackstone spent her mid-30s certain she was broken as a woman, and she went looking for the research to explain what had gone wrong with her. What she found became her life's work. There is no maternal instinct waiting to switch on, and the majority of Childfree people she interviewed had opted out for a reason that genuinely surprised her: they watched their parents do it well, understood exactly what good parenting asks of a person, and chose to put their energy somewhere else. She joins Dr. Jay Zigmont, CFP® for a conversation that runs from the political noise around falling birth rates to what the research actually says about regret, and lands on the thing that reframes everything. If you feel wrong, it may be because you've been measuring yourself against the wrong population.In This Episode, You'll Learn:Why there is no scientific basis for the maternal instinct, and how the absence of that supposed pull leaves so many people convinced something is wrong with themThe biggest surprise in Dr. Amy Blackstone's research, that most Childfree people she interviewed had good childhoods and opted out precisely because they saw how much good parenting requiresWhat the research actually shows about regret, why the distinction between Childfree and Childless matters so much, which group does report unhappiness later in life, and how that compares to the share of parents who regret having kidsWhy measuring your life against the standard life script guarantees you'll feel like you're doing it wrong, and how comparing yourself to the right population changes the entire pictureHow stigma around the Childfree choice has shifted over the decades, what today's pronatalist politics and policy fights look like, and why roughly a quarter of the country remains almost entirely underservedResources Mentioned: Laura Carroll, Childfree author and advocate who revitalized International Childfree Day: https://childfreeinsights.com/resources/podcast/episode-74/ Marcia Drut-Davis, author of Confessions of a Childfree Woman:https://www.amazon.com/stores/Marcia-Drut-Davis/author/B08429L4CL The Childfree Path to a Healthier Planet | Jay Zigmont, PhD, MBA, CFP® | TEDxWilsonPark: https://youtu.be/ltZpfHCpHPg?si=38LrZlkf4oMGWyE8 Episode Guest:Dr. Amy Blackstone is a public sociologist who studies and writes about reproductive justice, population trends, workplace sexual harassment, activism and other forms of civic engagement, power and politics, and any other topic that strikes her fancy, hits the news, or gets myopic dingdongs with too much power riled up. In recent years, much of her focus has been dedicated to the COVID-19 pandemic and what's been left in its wake: a silent but no less crushing aftershock, an illness known as Long COVID, that has claimed millions, snatching her from public life, while the world carries on as if nothing has happened. Her book, CHILDFREE BY CHOICE (Penguin Random House) enraged pronatalists the world over, a career highlight. Dr. Blackstone worked as a professor of sociology at the University of Maine for a quarter century and she now looks forward to a future of retirement and troublemaking.Connect with Dr. Amy Blackstone:Website: amyblackstonephd.com Instagram: instagram.com/a.maria.blackstone/ Childfree by Choice by Dr. Amy Blackstone https://www.amazon.com/stores/Amy-Blackstone/author/B07T7TM4DT Episode Host:Dr. Jay Zigmont, CFP® (he/him) is the Founder of Childfree Wealth, a life and financial planning firm dedicated to helping people simplify their finances so they can live an amazing Childfree life. Dr. Jay is a CERTIFIED FINANCIAL PLANNER®, Childfree Wealth Specialist, and author of the book "The Childfree Guide to Life and Money."About Childfree Insights:Childfree Insights focuses on planning for solo aging and later life without children. It offers trusted education on financial planning, estate planning, and building support systems for people aging independently. Home of Childfree Wealth® and Childfree Trust®.Connect with Us:Ready to work on building better financial habits? Connect with our financial planning team at childfreewealth.com or learn more about estate planning at childfreetrust.com.Follow Childfree Life by Design on your favorite podcast platform and join the conversation on social media:Instagram: https://www.instagram.com/childfreeinsightsFacebook: https://www.facebook.com/ChildfreeInsights/LinkedIn: https://www.linkedin.com/company/childfreeinsightsYouTube: https://www.youtube.com/@ChildfreeInsightsDisclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.

Nvidia, CoreWeave and Wall Street are pouring hundreds of billions of dollars into AI infrastructure. But how does the financial machine behind the AI boom actually work and where are the risks?In this episode of the Market Maker Podcast, Anthony Cheung and Piers Curran unpack CoreWeave's extraordinary growth and $100bn+ revenue backlog, Nvidia's role at the centre of the AI ecosystem, and the huge amounts of debt and private capital being used to finance data centres and GPUs.We explain what neoclouds are, why GPUs are increasingly being treated as infrastructure assets, and how firms including BlackRock, Blackstone, Apollo, Goldman Sachs and KKR are helping finance the AI buildout.But there's another side to the story. We explore the “circular financing” concerns surrounding Nvidia and its customers, the growing concentration risk across the AI industry, and what could happen if hyperscalers such as Microsoft, Alphabet, Amazon and Meta begin to slow their enormous AI spending.Finally, we look at the wider macro picture, including the latest US CPI inflation data, Federal Reserve interest rate expectations and why the AI boom itself is beginning to show up in inflation.Is this the financial infrastructure needed to power the next technological revolution or is too much money becoming dependent on the AI boom continuing?(00:00) The $1 Trillion AI Spending Boom(03:51) CoreWeave's Incredible Growth(04:58) The $104BN AI Order Book(08:35) What Is a Neocloud?(11:18) The Huge Cost of AI Infrastructure(16:13) Nvidia's $500BN Wall Street Deal(17:53) How GPUs Became an Asset Class(21:14) Was Michael Burry Wrong on AI?(24:50) How Wall Street Finances AI(27:12) The AI Circular Financing Risk(33:34) Nvidia's Biggest Concentration Risk(37:18) Can the AI Spending Boom Continue?(38:50) How to Invest Beyond Big Tech(40:12) The Next Trillion-Dollar AI Company?(44:30) AI Boom or House of Cards?(45:06) US Inflation Falls Again(47:05) Will the Fed Hike in September?(49:27) What to Expect From Jackson Hole

Air Canada is selling a 25% stake in Aeroplan to a group led by Blackstone and CDPQ in a deal that values the loyalty program at more than $10 billion — more than the airline itself — as carriers increasingly lean on points programs to keep their businesses flying.Plus, youth unemployment is rising around the world as weaker growth and AI disruption squeeze entry-level hiring, with Canada's youth jobless rate still nearly double the national average.And in The Big Picture: Canada and the U.S. remain far apart on a trade deal ahead of looming tariffs, the Lakers sell for a record $12.5 billion, Canada tests homegrown drone tech, and Google unveils wearables that can track insulin resistance.The Peak Daily is produced in partnership with reframevid.com

In this episode of Case Studies, the tables turn. Casey sits in the guest chair for the first time in 150 episodes, interviewed by his friend, Dan Snow. Casey opens up about building equity in Vivint before its sale to Blackstone at age 27, his late-in-life ADHD diagnosis, and the morning rituals, cold plunges, and Harvard executive education that keep him grounded.The conversation moves through faith, fatherhood, and the myth of the overnight success. Drawing on lessons from 150 interviews, Casey argues that success is never linear; it's messy, and that's what makes it human. He reflects on money as a magnifier, the difference between character and competency, and why progress, not comfort, equals happiness. Casey also speaks candidly about his marriage to Chelsea Baugh, twenty-two years of deliberate work behind a partnership that looks effortless from the outside. It's an unusually personal conversation about identity, discipline, and what it actually takes to build a life worth admiring.[00:00] Money as a Magnifier[01:22] Turning the Mirror on Casey[02:25] Why He Asks About Childhood[03:46] Discovering His ADHD[06:21] Dropping the H-Bomb[07:56] From Door-to-Door to Financial Independence[09:58] Early Wins That Built Confidence[15:00] Building the Morning Rituals[16:15] Cold Plunge as Courage Practice[20:41] Success Is Never Linear[32:23] Getting Hit in the Eye[38:30] Circle of Control vs. Concern[44:27] Advice for a Newly Rich 27-Year-OldThe information in this communication is provided for informational purposes only and does not constitute investment advice, a recommendation, or a solicitation to invest in any fund or security. This communication is not intended to provide, and should not be relied upon as, tax, legal, investment, accounting, or financial advice. Recipients should consult their own tax, legal, accounting, and other professional advisors regarding any potential investment in a fund or security.This communication does not constitute an offer to sell or a solicitation of an offer to buy any interest in a pooled investment vehicle sponsored by Sandlot Partners, LLC (“Sandlot”) or any of its affiliates (“Fund”). Any such offer or solicitation will be made only by means of each respective Fund's confidential Private Placement Memorandum (“PPM”), Limited Partnership Agreement, Subscription Documents, and other operative documents (collectively, the “Offering Documents”), which contain material information not included herein and which supersede this communication in its entirety.Past performance is not indicative of future results. There can be no assurance that any Fund will achieve comparable results or implement its strategy successfully. All investing involves risk, including the loss of principal. Each Fund typically invests in illiquid projects that cannot be quickly sold or converted to cash. As a result, investors may not be able to access their capital when desired. Additional risks associated with an investment in a Fund, as well as important information about Sandlot Partners and its personnel, are described in detail in the Offering Documents and in Sandlot Partners' Form ADV, which is publicly available on the SEC's Investment Adviser Public Disclosure website at https://adviserinfo.sec.gov. Both the Offering Documents and Form ADV should be read carefully and should serve as the sole basis for any decision to invest in each respective Fund.Certain statements, testimonials, or endorsements included in this communication may have been provided by clients or non-clients of Sandlot. The individuals or entities providing such statements did not receive direct cash compensation from Sandlot in connection with the statements or endorsements.In certain circumstances, Sandlot or its affiliates may have provided indirect economic benefits or other consideration to such persons or entities, including through business relationships, investments, portfolio company relationships, or other arrangements. Hosted on Acast. See acast.com/privacy for more information.

It's that time of year; summer is winding down, baseball season is heating up, and football season is just getting going. The NFL Hall of Fame game had big time viewers, but are people excited for NFL and college football like the old days? The Tigers continue their hot play since the trade deadline, but is being 'sellers' good for baseball? Lions injuries, NBA schedule release, and more. Take a listen and hit us up @3pointpod! Thanks to: Memorial Healthcare Wellness Center, Blackstone's Public House, Nelson House Funeral Home, Success Group Mortgage & Servicing, Kori Shook & Associates, Jacobs Insurance, AZee Branding Solutions, Pickpocket Sports & Outdoors, Lebowsky Center, Marrs Furniture & Mattress Barn, Shiawassee County Fair, Nichols Painting, SportsNet MI

In der heutigen Folge sprechen die Finanzjournalisten Lea Oetjen und Philipp Vetter über Robotik-Euphorie in China, den Sneaker-Absturz von On und einen Schock-Moment für Monster-Aktionäre. Außerdem geht es um Unitree, CXMT, Adidas, Puma, PNE, Siemens Energy, SÜSS MicroTec, Siltronic, Aixtron, PVA Tepla, Cancom, CoreWeave, Super Micro, Nvidia, Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, KKR, Alphabet, Amazon, Microsoft, Meta, SharkNinja, Barry Callebaut, Lindt, Hershey, Mondelēz, State Street SPDR S&P 400 U.S. Mid Cap UCITS ETF (WKN: A1JSHV), iShares Core MSCI World (WKN: A0RPWH), WisdomTree Cocoa (WKN: A1ELLY) und WisdomTree Cocoa 2x Daily Leveraged (WKN: A0V607). Am 2. Oktober findet unser „Alles auf Aktien“-Summit in Berlin statt. Mit dem Code „AAAFRIENDS“ sparst du 50 Prozent auf dein Ticket – aber nur unter folgendem Link. Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und – ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Rassegna stampa economico-finanziaria del 12 Agosto 2026, strutturata per macro-temi e basata sulle principali testate giornalistiche nazionali.Conti con l'estero, export e commercio internazionaleTestate: Il GiornaleIl dato più solido della giornata arriva dall'export italiano. A giugno le esportazioni crescono del 9,8% su base annua e dell'1,6% sul cumulato di fine giugno, consolidando il percorso che ha portato l'Italia fino alla quarta posizione nell'export mondiale.L'avanzo commerciale raggiunge 4,2 miliardi di euro a giugno, contro i 5,3 miliardi dello stesso mese dell'anno precedente, mentre il surplus complessivo del primo semestre sale a 24,5 miliardi di euro.I settori più dinamici sono prodotti in metallo +25,8%, cantieristica navale +45,1%, mezzi di trasporto +13,3% e autoveicoli +17%. Sul fronte geografico spiccano Germania +22,9%, Paesi Bassi +22,4%, Svizzera +10,5%, Spagna +9,4% e Francia +6,8%.Negli Stati Uniti la crescita delle esportazioni si ferma invece allo 0,4%, mentre il Regno Unito registra un calo dell'8,5%. La crisi energetica legata all'Iran ha inoltre favorito temporaneamente l'export italiano di prodotti raffinati.Fisco, Manovra e contributo straordinario sulle bancheTestate: Il Sole 24 Ore / Il Fatto Quotidiano / Il Giornale / Domani / La Verità / Il FoglioIl principale dossier pre-Manovra riguarda l'ipotesi di un contributo straordinario sul settore bancario. La proposta rilanciata prevede un prelievo triennale del 5% sugli utili delle prime dieci banche italiane.Le risorse raccolte verrebbero destinate soprattutto a pensioni e riduzione dell'IRPEF. Il progetto divide però la maggioranza e non dispone ancora di un consenso politico definitivo.Sul fronte governativo, l'obiettivo dichiarato per l'autunno resta alleggerire la pressione fiscale, sostenere il potere d'acquisto delle famiglie e rafforzare l'occupazione.Viene inoltre valutata l'ipotesi di un prelievo sugli extraprofitti delle società petrolifere per contrastare eventuali speculazioni sui carburanti.Per le imprese fornitrici della Pubblica Amministrazione, lo split payment viene prorogato fino al 30 giugno 2029. I tempi medi di rimborso ordinario sono scesi da 74 giorni nel 2024 a 68 nel 2025, mentre per lo split payment la media tra istanza e liquidazione è di circa 60 giorni.Energia, bollette e infrastrutture idricheTestate: Il Sole 24 Ore / Il FoglioIl costo dell'energia torna a rappresentare uno dei principali rischi per famiglie e imprese. Secondo le stime riportate, a settembre le bollette potrebbero aumentare del 23% per le famiglie e del 54% per le imprese.Per una famiglia tipo l'impatto complessivo potrebbe raggiungere circa 515 euro entro fine 2026, salendo fino a 876,8 euro includendo anche i maggiori costi dei carburanti.Per il gas industriale viene stimato un rincaro del 65%, con il prezzo che passerebbe da circa 43 a 71 centesimi per metro cubo.La pressione deriva soprattutto dal quadro geopolitico e dal livello delle scorte: lo stoccaggio europeo del gas è intorno al 59%, contro una media storica del 76% per questo periodo.Sul fronte infrastrutturale restano bloccati circa 7 miliardi di euro destinati a dighe, invasi e acquedotti anti-siccità. Il Piano nazionale comprende 418 opere per circa 12 miliardi, ma quasi tre quarti delle opere commissariate risultano in ritardo.Rinnovabili, industria strategica e dossier PirelliTestate: Il Sole 24 Ore / La Stampa / MF-Milano FinanzaNel dossier Pirelli prosegue il ridimensionamento della presenza cinese. Sinochem, già scesa dal 34% al 20%, starebbe valutando un ulteriore disimpegno, con una plusvalenza potenziale vicina a 1 miliardo di euro.La partecipazione originaria del 34% era iscritta a circa 1,6 miliardi, a fronte di un investimento di 1,9 miliardi, mentre oggi viene valutata circa 2,4 miliardi. Una cessione ai prezzi correnti potrebbe generare circa 800 milioni.Michal Strnad è entrato nel capitale con il 14%, investendo oltre 987 milioni, mentre Camfin è risalita al 26,5%. Il Golden Power ha contemporaneamente ridotto i poteri del socio cinese.Sul fronte delle rinnovabili, per raggiungere gli obiettivi energetici italiani servirebbero circa 48 GW aggiuntivi rispetto agli 83,5 GW oggi installati.Il principale ostacolo resta la burocrazia: vengono citati circa 300.000 progetti bloccati, mentre un nuovo decreto per ridurre i tempi autorizzativi è atteso in Consiglio dei ministri a settembre.Intelligenza Artificiale, Nvidia e infrastrutture digitaliTestate: MF-Milano FinanzaIl capitale internazionale continua a concentrarsi sulle infrastrutture legate all'Intelligenza Artificiale. Nvidia stringe un'alleanza con Apollo, BlackRock, Blackstone, Brookfield, KKR e Goldman Sachs per mobilitare fino a 500 miliardi di dollari.Nvidia potrebbe garantire fino al 25% del finanziamento dei progetti selezionati, riducendo il rischio per gli investitori e facilitando la costruzione di data center e infrastrutture di calcolo.Prosegue inoltre l'intesa con OpenAI per almeno 10 gigawatt di capacità, con Nvidia pronta a investire fino a 100 miliardi di dollari nella società.Il messaggio è chiaro: la fase successiva dell'AI non riguarda soltanto i modelli, ma soprattutto chip, data center, energia, reti, raffreddamento e capacità finanziaria. Il valore si sta quindi spostando verso l'intera infrastruttura necessaria a sostenere l'adozione dell'AI.Cina, commercio globale e nuovo equilibrio industrialeTestate: Il Sole 24 Ore / La Stampa / Italia OggiLa Cina continua a mostrare una dinamica commerciale molto favorevole nei confronti dell'Europa. A luglio le esportazioni cinesi verso l'UE crescono del 16%, mentre le importazioni dall'Europa scendono dell'1,4%.Bruxelles interpreta sempre più Pechino come concorrente sistemico e rafforza quindi dazi, politiche di de-risking e strumenti destinati a ridurre le dipendenze strategiche.La leadership cinese resta particolarmente forte in terre rare, elettrificazione, ricerca scientifica e alcuni comparti avanzati della medicina e della tecnologia.Per l'Europa la sfida consiste nel ridurre la dipendenza senza interrompere completamente le relazioni commerciali con il principale polo manifatturiero mondiale.BCE, politica monetaria ed euro digitaleTestate: La StampaSi riapre il dossier sulla futura successione alla guida della BCE, con la possibilità di un'uscita anticipata di Christine Lagarde già in autunno.Tra i profili indicati figurano Klaas Knot e Pablo Hernández de Cos, mentre Joachim Nagel viene considerato un possibile outsider.La futura leadership dell'Eurotower dovrà gestire contemporaneamente inflazione persistente, una Federal Reserve più aggressiva, protezionismo americano e sviluppo dell'euro digitale.Per mercati e imprese la direzione della BCE resterà quindi decisiva per costo del credito, investimenti, mutui e valutazioni finanziarie.Regolazione UE, imballaggi e AI governanceTestate: La Stampa / MF-Milano Finanza / Il RiformistaL'Unione Europea prepara una nuova stretta sugli imballaggi. Dal 2030 è previsto lo stop alle bustine monodose di zucchero, sale e ketchup, con obiettivi di riduzione dei rifiuti da imballaggio del 5% entro il 2030, 10% entro il 2035 e 15% entro il 2040.Per ristorazione, food service, packaging e distribuzione si apre quindi una fase di adeguamento industriale che richiederà nuovi materiali, formati e processi produttivi.Sul fronte digitale, il Comitato europeo per la protezione dei dati ha adottato nuove linee guida sull'anonimizzazione, mentre il Digital Omnibus punta a semplificare alcuni aspetti del GDPR rilevanti per l'industria AI.La distinzione tra dato personale e dato realmente anonimo diventa centrale perché determina se i dataset utilizzati per addestrare i modelli debbano essere sottoposti agli obblighi completi del GDPR.Il risparmio italiano resta infine una delle principali risorse del Paese. Invecchiamento, digitalizzazione e transizione energetica rendono però sempre più importante l'educazione economico-finanziaria, per trasformare il risparmio in investimenti produttivi.

Hedge funds are back in focus as elevated stock-bond correlations challenge traditional portfolio construction. In this episode, Kumar Panja, EMEA head of Capital Advisory Group at J.P. Morgan, sits down with Joe Dowling, global head of Blackstone's Multi-Asset Investing business (BXMA), and Riad Abrahams, head of Strategy, Risk and Quant Analytics in BXMA. Together, they discuss how Blackstone evaluates and partners with hedge fund managers, how they think about diversification versus “di-worsification” and why drawdown correlation matters as much as headline performance. They also explore the rise of managed accounts and seeding, the role of leverage and crowded positioning and how data and AI could reshape the next era of hedge fund edge. This episode was recorded on June 26, 2026.   The podcast's views do not necessarily reflect those of J.P. Morgan Chase & Co. or its affiliates (together “J.P. Morgan') and are not from J.P. Morgan's Research Department. They do not constitute recommendations or offers to buy or sell securities. Intended for institutional and professional investors, not retail use,  it is for informational purposes only. Products and services mentioned may not suit all investors or be available in all jurisdictions. The information contained in this podcast shall not form the primary basis of any investment decision. It is the user's responsibility to independently confirm the information and to obtain any other information deemed relevant to any investment decision. J.P. Morgan makes no representation or warranty (express or implied) regarding the fairness, accuracy, fitness for purpose, correctness or completeness of the statements, opinions, estimates, conclusions and other information contained in this podcast and J.P. Morgan accepts no responsibility whatsoever for any loss, direct or indirect, arising in connection therewith. J.P. Morgan may make markets and trade in discussed securities and asset classes. Visit www.jpmorgan.com/disclosures/salesandtradingdisclaimer for more disclaimers and regulatory disclosures. External speakers' opinions are personal and not J.P. Morgan's views. @2026 JPMorgan Chase & Company. All rights reserved.

In der heutigen Folge sprechen die Finanzjournalisten Lea Oetjen und Philipp Vetter über den 500-Milliarden-Dollar-Plan von Nvidia, den GameStop-Rückzieher und die finanzielle Intel-Renaissance nach 55 Jahren. Außerdem geht es um Apollo Global Management, Blackstone, Goldman Sachs, KKR, Microsoft, Berkshire Hathaway, MarineMax, Varex Imaging, Teledyne Technologies, Apple, Jefferies, eBay, Boeing, Archer Aviation, Qiagen, Deutsche Bank, Deutsche Telekom, Stabilus, Covestro, Thyssenkrupp, BP, Lanxess, BASF, Natco Pharma, Novo Nordisk, Aspen Pharmacare, Sun Pharmaceutical, CSPC Pharmaceutical, AstraZeneca, Dr. Reddy's, FactSet. Am 2. Oktober findet unser „Alles auf Aktien“-Summit in Berlin statt. Mit dem Code „AAAFRIENDS“ sparst du 50 Prozent auf dein Ticket – aber nur unter folgendem Link. Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und – ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Die Wall Street startet uneinheitlich in den Handel, hält sich aber bemerkenswert stabil angesichts eines Brent Ölpreises von fast 90 US Dollar und erneut steigender Renditen. Im Mittelpunkt steht heute Nvidia: Der Konzern will gemeinsam mit Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs und KKR mehr als 500 Milliarden US Dollar an Fremdkapital für den Ausbau der KI Infrastruktur mobilisieren. Nvidia investiert diese Summe also nicht selbst, sondern will KI Rechenzentren als finanzierbare Anlageklasse etablieren und damit verhindern, dass fehlendes Kapital zum nächsten Flaschenhals des KI Booms wird. Genau darin liegt aber auch das Risiko: Je stärker GPU Käufe durch externe Finanzierung ermöglicht werden müssen, desto lauter wird die Frage, wie organisch die tatsächliche Nachfrage noch ist. Gleichzeitig erhöht Intel seine Kapitalerhöhung überraschend von 15 auf 20 Milliarden US Dollar und platziert 210,5 Millionen Aktien zu 95 US Dollar. Microsoft wiederum will die Produktion eigener KI Chips massiv ausweiten und damit die Abhängigkeit von Nvidia reduzieren. Bei den Quartalszahlen überzeugen Hims & Hers und Rocket Lab weitgehend, während Upwork wegen sinkender Kundenzahlen und einer gesenkten Jahresprognose enttäuscht und On nach einem seltenen Umsatzmiss sowie einer reduzierten Prognose unter Druck steht. Geopolitisch bleibt die Straße von Hormus der entscheidende Unsicherheitsfaktor, wobei die Chancen auf eine Verständigung zwischen den USA und Iran trotz der härteren Rhetorik weiterhin bestehen. Morgen folgt mit den US Verbraucherpreisen für Juli der wichtigste Makrotermin der Woche. Abonniere den Podcast, um keine Folge zu verpassen! ____ Folge uns, um auf dem Laufenden zu bleiben: • X: http://fal.cn/SQtwitter • LinkedIn: http://fal.cn/SQlinkedin • Instagram: http://fal.cn/SQInstagram

AI and Wall Street titans combine forces: NVIDIA's Jensen Huang, Goldman Sachs' David Solomon, BlackRock's Larry Fink, Blackstone's Jon Gray, Apollo's Jim Zelter, Brookfield's Bruce Flatt and KKR's Waldemar Szlezak discuss with our Becky Quick their new agreement $500B between the companies to fund AI infrastructure projects. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Tickets for our live show in New York are on sale now! Get yours here. Jersey Mike's started as a small sub shop on the Jersey Shore when a 17-year-old stepped in with big ambitions. Along the way, the company grew to several thousand locations before private equity company Blackstone bought it for $8 billion and took it to Wall Street. But its IPO comes amid struggles in the restaurant industry. WSJ's Heather Haddon and Mark Maurer on Jersey Mike's origins and the hurdles it will have to jump through as a public company. Jessica Mendoza hosts. Further Listening: - Can Burger King Regain Its Crown? - How Kraft Lost Its Mac and Cheese Crown Sign up for WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

On a special episode of the Walker Webcast, we featured an interview with Tom Nides, Vice Chairman of Strategy & Client Relations at Blackstone, with guest host Steve Hills, Author and former President & General Manager of The Washington Post, recorded live at Walker & Dunlop's 2026 Summer Conference.   Drawing on his experience spanning Wall Street, the White House, the State Department, and as U.S. Ambassador to Israel, Tom shared his perspective on the geopolitical forces reshaping today's global economy. Steve and Tom discussed the conflict in the Middle East, the future of U.S.-Israel relations, the evolving role of diplomacy and American leadership, NATO and China, the economic implications of AI, and what investors should be watching across commercial real estate, private credit, infrastructure, and data centers. Learn more about your ad choices. Visit megaphone.fm/adchoices

Your Nebraska Update headlines for today, Aug. 6, include: child care costs continue to strain family budgets across Nebraska and Midwest, Nebraska's property tax relief spending has increased dramatically while property tax bills continue to rise, complaint challenges donations supporting Nebraska online sports betting petitions, Omaha officials say owners of damaged Blackstone building must decide whether to repair or demolish it, Lincoln election reform petitions fall short after signature review, Nebraska farmers rank among nation's hardest hit by higher diesel prices this planting season, Senate lawmakers consider reducing conservation funding in Farm Bill, Nebraska gymnast Elias Edwards chases a junior national team berth.

The MLB Trade Deadline has come and gone, and the Tigers have a new look after trading Tarik Skubal and Casey Mize. Is this a good thing for Detroit, or a bad look for the MLB? NFL Preseason kicks off this week, what are we thinking about the Lions' training camp? Kyle Whittingham and other B1G coaches stirred the pot a bit at their media days, should Wolverines be ok with what their new coach said? A review of The Odyssey, ESPN Jeopardy, and more in Tedertainment Tonight. Take a listen and hit us up @3pointpod! Thanks to: Memorial Healthcare Wellness Center, Blackstone's Public House, Nelson House Funeral Home, Success Group Mortgage & Servicing, Kori Shook & Associates, Jacobs Insurance, AZee Branding Solutions, Pickpocket Sports & Outdoors, Lebowsky Center, Marrs Furniture & Mattress Barn, Shiawassee County Fair, Nichols Painting, SportsNet MI

Welcome back to the Alt Goes Mainstream podcast.We sat down with Anthony Maniscalco, the Managing Partner and Business Head of Investcorp Strategic Capital Group (ISCG).We were live from Berlin, which becomes the “capital of private capital” in June as private equity industry leaders make the annual pilgrimage to the city for one of the marquee private equity conferences, SuperReturn Berlin.With Prosek Partners and former Bloomberg TV journalist Deirdre Bolton as my producer, along with her team, we took over a Tiny Space cabin to hold big conversations with some of the industry's leading alternative asset managers.Investcorp has been a pioneer in private equity. Since its founding in 1982, the firm has grown from a “boutique Gulf firm” into a global and diversified alternative asset manager. Investcorp launched its Strategic Capital Group (SCG) (GP stakes) business long after its founding in 1982. But the firm brought in a pioneer to launch and build SCG into a leading GP stakes firm, which now has over $2.2B of AUM. Anthony has been involved in GP stakes from the industry's early days. He was a founding member of Blackstone Strategic Capital Holdings, a $3.3B private, permanent capital vehicle focused on acquiring minority interests in alternative asset manager GPs. He was also a Managing Director of the Hedge Fund Solutions business at The Blackstone Group. Prior to joining Investcorp, Anthony was a Managing Director and Co-Head of Credit Suisse Anteil Capital Partners. Launched in 2019, Investcorp's SCG acquires minority interests in alternative asset managers, particularly GPs that manage longer-duration private capital strategies. SCG has completed 12 investments since inception.Anthony and I had a fascinating conversation about the evolution of GP stakes and the benefits of GP stakes for investors. We covered:Why have stakes shifted from hedge funds to alternative asset managers?Why the features of the alternative asset management business model (contracted management fees, locked-up capital, less key-person risk) can make for a good GP stake investment.Why a GP would sell an equity stake in its firm to finance its growth.Unpacking the middle-market GP landscape and where middle-market GPs need help growing their firm.The evolution from fund to firm and what's next for GP stakes.BioAnthony Maniscalco is the Managing Partner and Business Head of Investcorp Strategic Capital Group (ISCG), based in New York. ISCG is focused on providing capital solutions to the GPs of mid-sized private market alternative asset managers. ISCG closed its inaugural fund in the Spring of 2022 and currently manages over $2.2 billion of AUM. In his current role, Mr. Maniscalco is focused on managing the overall business, sourcing new investment opportunities, advising portfolio GPs and is the chairperson of the Investment Committee.Prior to his current role, Mr. Maniscalco was a Managing Director and Co-Head of Credit Suisse Anteil Capital Partners. Prior to this, he was Managing Director of the Hedge Fund Solutions business at The Blackstone Group. At Blackstone, he was a founding member and on the investment committee of Blackstone Strategic Capital Holdings, a USD 3.3 billion private, permanent capital vehicle focused on acquiring minority interests in alternative asset manager GPs.Prior to Blackstone, Mr. Maniscalco was Head of Alternative Asset Management Banking at Barclays (and its predecessor Lehman Brothers) within its Financial Institutions Group. Prior to this role, Mr. Maniscalco was head of the Media and Telecom vertical within Lehman Brothers' Leveraged Finance Group.Early in his career, he worked at Bank of America and its predecessor Continental Bank in Chicago, focused on high-yield, mezzanine, syndicated bank loans, and interim financing products.Anthony holds a B.S. from Indiana University (2026 College Football National Champions!) and an M.B.A. from the University of Chicago.Thanks, Anthony, for sharing your expertise, wisdom, and passion about GP stakes and the business of alternative asset management.Show Notes00:00 Live From Berlin00:15 Meet Anthony Maniscalco02:56 Early Staking Was Hedge Funds03:05 Banks And Prime Brokerage03:40 Private Equity Hits A Wall03:53 Shift To Private Equity Stakes04:30 Why Stakes Are Attractive04:54 Locked In Fee Streams05:31 Carry And Diversification06:06 How LPs Classify Stakes06:59 Three Allocation Buckets07:55 Strategic Access Flywheel09:05 Tougher Fundraising Today09:19 Why Middle Market09:05 Fundraising Help For GPs10:55 Underwriting Growth Readiness12:15 Primary Capital Use Of Proceeds12:49 Why Equity Is Worth It14:46 Talent Retention And Next Gen15:46 Wealth Channel Fit18:23 Portfolio Construction Framework19:36 Why Venture Is Harder23:23 From Fund To Firm24:34 Liquidity And Exit Paths27:35 Prefs, Debt, And New Solutions38:41 Continuation Vehicles Flywheel41:02 Closing Thoughts

We're still surprised people did this but... 50+ founders worth $10M to $4B reveal their personal finances. Here it is: https://joinhampton.com/mw-wrWhy do we do this? Because if you're an aspirational person or someone who runs a business and is making money, it's incredibly challenging to figure out what to do. Information is impossible to find — and that's what we put together: the net worth reveal and why we do this podcast, Moneywise.He turned down $250 million for less than half his company — and admits he'd say yes today.Onyi Odunukwe is the son of two Nigerian immigrant doctors who dropped out of nursing school during finals week and opened a tanning salon at 21. By 30 he had seven locations, sold five to Palm Beach Tan for $2.3 million in a single week, and thought he was rich. Eight years later his net worth is $247 million — roughly $100M in commercial real estate, $194M in business equity across 26 companies, and under $10M in cash — and he recently walked away from a $250 million offer for 49% of Glo Tanning.This episode gets into the exact breakdown of a $247M net worth, why he rejected the biggest check of his life and what changed his mind since, his $75-100K monthly burn (full-time driver, live-in nanny, a ranch on the way), the franchise math behind Blackstone's $8B Jersey Mike's deal, how he plans to keep his kids from being ruined by money — and a confession he's never made publicly before.Also, this podcast is made by Hampton, which is a community for founders doing on average $20 million a year in revenue. We saw a lot of these money conversations happening privately behind closed doors and we thought, "What the heck, let's make it public." If you are a founder, apply here: http://joinhampton.com/mwSponsors: Daily Body Coach - achieve your dream body with https://moneywise.dailybodycoach.comSubscribe to Moneywise: https://www.youtube.com/@themoneywisepodcast Follow Daniel on X: https://x.com/danielcberk Listen on Spotify / Apple Podcasts: [search "Moneywise Hampton"]

US equity futures are trading higher, with the S&P up around 0.6%. Bonds are firmer, with the US 10-year yield down 2 bps at 4.7% and the Bund down 5 bps at 3.2%. The dollar is mixed, firmer against the euro, sterling, and the Aussie, but under pressure versus the yen following FX intervention. In commodities, oil is notably weaker, with WTI crude down 6.5% below $80 a barrel, while gold is trading firmer and industrial metals are mostly lower. Bitcoin is also lower. Market sentiment is benefiting from news that President Trump called off planned strikes against Iran to allow room for negotiations over Strait of Hormuz. Trump said talks would begin Monday and posted parameters of deal have been agreed to. Iran echoed by noting an agreement on Strait of Hormuz close. Companied mentioned: AstraZeneca, BMS, Shell Plc, Blackstone

Subscribe for free weekly Property Management News & updates: https://peter.beehiiv.com/KKR just made a major change to how it manages its single-family rental portfolio. Here's what happened:KKR is ending its asset management relationship with Avenue One and bringing oversight in-house through its subsidiary, My Community Homes (MCH)~10,000 SFR doors are affected across four property managers: Mynd (4,000), Evernest (3,500), North Point (1,500), and Pure Home River (1,000)MCH is keeping Mynd on, but cutting Evernest, North Point, and Pure Home River loose — most of the work is shifting to Darwin Homes insteadThe move follows new legislation restricting large investors from buying SFRs, plus a broader trend of institutional owners pulling property management in-house (Blackstone did the same earlier this year)North Point expects to lose ~30% of its door count; Evernest and Pure Home River are looking at roughly 15% and 3% hits, respectivelyLesson: don't tether too much of your business to one or two institutional clients.___Resources for Property Managers & Real Estate Entrepreneurs:Crane – Private PM Owner Community → Join a private network of property management owners and operators: https://joincrane.co/Free Weekly Newsletter → Property management insights, strategies, and industry updates direct to your inbox: https://peter.beehiiv.com/subscribeRL Property Management → Learn more about Peter's company and services in Columbus, Ohio: https://rlpmg.com/__Disclaimer: The content of this news video is for informational purposes only and does not constitute professional advice. I may have consulting agreements with, or financial interests in, companies mentioned in this podcast (more info here: https://www.peterlohmann.com/financial-interest-disclosure ). Additionally, some of the links included may be affiliate links, meaning I may earn a commission if you purchase through these links. Always perform your own due diligence before making any financial or business decisions.

THRESHOLD is a direct continuation of Malevolent, the Audio Drama. This Series 2 sees John and Arthur having returned to Arkham after their time seeking the BLACKSTONE and facing the new and terrible truth this world has revealed to them. Faced with the new challenges before them and old foes perhaps still a threat, the duo must carve a new path in this strange world.Featuring Jo Guthrie as "Faroe"Support Malevolent and be a part of the story now at: https://www.patreon.com/TheINVICTUSStream Hosted on Acast. See acast.com/privacy for more information.

We spoke with Julian Adair - President, Director, and Instructor with her company, the Adair Dance Academy, and is also the Artistic Director of Ever After Productions.   We always have a delightful conversation with Julian, and we had podcasted about "A Suite For Small Spaces III", held at Shelterbelt, however, we touched on different things this podcast, including that "A Suite for Small Spaces IV" at the Omaha Fringe Festival at UNO006 will be a different show than the third one!  So even if you saw the third one, you won't want to miss this intimate and exquisitely moving production of the fourth one.  Each vignette has their own texture and feeling and we are excited to see this production! Tickets and Website: https://omahafringe.org Omaha Fringe Festival Kick Off Party - August 5th @ Shelterbelt Fringe Festival Dates: August 6-9, 2026 at UNO, Blackstone and Shelterbelt Theatre Dates for "A Suite for Small Spaces IV" (no production August 6th):  Friday, August 7th at 9:30pm, Saturday August 8th at 6:30pm, and Sunday August 9th at 2pm.     HOW TO LISTEN TO THE PLATTE RIVER BARD PODCAST Listen at https://platteriverbard.podbean.com or anywhere you get your podcasts. We are on Apple, Google, Pandora, Spotify, iHeart Radio, Podbean, Overcast, Listen Now, Castbox and anywhere you get your podcasts. You may also find us by just asking Alexa. Listen on your computer or any device on our website: https://www.platteriverbard.com. Find us on You Tube: https://youtube.com/channel/UCPDzMz8kHvsLcJRV-myurvA. Please find us and Subscribe!

Bonus Episode for July 31. Investment firms like Blackstone, KKR and Blue Owl have been battered over the past year by a client exodus from private-credit funds. WSJ lead financial reporter AnnaMaria Andriotis discusses the state of the industry's recovery from a surge in redemption requests from rattled investors and whether these firms' investments in AI can help them recover from blows to the software sector. WSJ reporter Matt Wirz, who covers credit, hosts this special bonus episode of What's News in Earnings, where we dig into companies' earnings reports and analyst calls to find out what's going on under the hood of the American economy. Sign up for the WSJ's free Markets A.M. newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stablecoins are reshaping how credit is created, priced and distributed. As balances grow, holders are looking for yield, and a new generation of on-chain asset managers is stepping into territory that once belonged exclusively to banks and private credit giants. In this episode, we discuss:

P.M. Edition for July 30. The U.S. economy grew just 1.5% last quarter, lower than the previous quarter and falling short of economists' expectations. WSJ economics reporter Harriet Torry explains why the details in the report, particularly around consumer spending, suggest things aren't as bad as the headline number makes it seem. Plus, the buzzy AI-focused hedge fund Situational Awareness, founded by AI whiz kid Leopold Aschenbrenner, sold most of its stock portfolio to investment firm Citadel. We hear from WSJ special writer Greg Zuckerman about why this happened and where the company goes from here. And a big rally in tech companies sent U.S. stocks soaring today. Alex Ossola hosts. See the new fronts in the Iran war.  Sign up for the WSJ's free What's News newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Bower Brothers are local legends for Corunna folks, but they're on to Ferris State where they've now won a couple national titles. They join us on Ep. 417 to talk about that championship run, preparing for the upcoming season, and plenty more! The Tigers are in a trade deadline dilemma, NBA roster movement always makes headlines, summertime catch-up, and more! Take a listen and hit us up @3pointpod! Thanks to: Memorial Healthcare Wellness Center, Blackstone's Public House, Nelson House Funeral Home, Success Group Mortgage & Servicing, Kori Shook & Associates, Jacobs Insurance, AZee Branding Solutions, Pickpocket Sports & Outdoors, Lebowsky Center, Marrs Furniture & Mattress Barn, Shiawassee County Fair, Nichols Painting, Great Lakes Apparel Co., SportsNet MI

In this episode of The Capital Raiser Show, Richard C. Wilson sits down with Marcus Ridgway, founder of F6 Partners and co-founder of Invitation Homes, for a fireside chat on attracting institutional capital at scale, building frameworks that earn the trust of the world's largest investors, and why extreme conservatism - not big risk - is what created one of the most impressive real estate track records in the country. Marcus shares how building institutional-grade systems from day one led to Blackstone wiring $35 million before a single document was signed, and how they ultimately scaled that relationship to $1 billion - all because the architecture, software, and reporting were airtight from the start. The conversation dives into risk mitigation frameworks, optionality as an insurance policy against volatility, the mindset shift from hustle to architecture, what separates centimillionaires from founders who never scale, and why Marcus believes fat tail risk is the defining challenge facing every investor in the years ahead. Topics covered include: Securing $4 billion from Blackstone and taking Invitation Homes public on the NYSE Why institutional investors never look at IRR - only downside risk Building architecture that creates returns vs. relying on hustle to create results Why exactness and transparency with institutional capital is non-negotiable Creating an investment committee even for a single house purchase How a cold call from an industry researcher led directly to Blackstone Optionality as an insurance policy against volatility Returning $200 million to an investor when the strategy no longer made sense Offshoring decisions so the business doesn't depend on one person Separating ego and identity from outcomes as a founder Student housing and senior housing as the top opportunities right now Fat tail risk - why black swan events are increasing in frequency and what to do about it How conservative structuring, not big bets, built a billion-dollar platform The Capital Raiser Show brings together billionaire investors, family offices, elite entrepreneurs, and capital allocators to discuss investing, scaling, strategic growth, and wealth creation. Subscribe for more interviews with top investors, founders, family offices, and industry leaders.

P.M. Edition for July 23. The U.S. plans to impose new tariffs on most trade partners, replacing President Trump's temporary global 10% tariff. Plus, the threat of escalating conflict in the Middle East drove oil prices over $100, and concerns around higher inflation made bond yields surge. WSJ markets reporter Sam Goldfarb discusses how that ripples through the economy. Meanwhile, heavy AI spending from Alphabet and Tesla spooked investors, and the Nasdaq dropped more than 2%. And after IBM issued a rare profit warning last week, the company's earnings shed more light on what went wrong. We hear from reporter Anissa Gardizy about where its business goes from here, while tech columnist Christopher Mims spoke with IBM CEO Arvind Krishna. Alex Ossola hosts. Correction: New U.S. tariffs target 60 economies, or more than 80 countries. An earlier version of this podcast incorrectly said the tariffs target 60 countries. (Corrected on July 24.) Sign up for the WSJ's free What's News newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Plus: The FDA is investigating a new outbreak of cyclospora adding to three other active flare-ups. And US stock futures are pointing to a lower open after shares in Alphabet and Tesla slipped off-hours. Luke Vargas hosts. Sign up for WSJ's free What's News newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

A man who has feared death every day of his life wakes among strangers who cannot die — and finds that to them, he is something called an “atavus” — drawn by lot into what they have waited five hundred years to do.Look for this podcast on Apple Podcasts, Spotify, iHeart Radio, Amazon Music, Pandora, TuneIn Radio, and other podcast apps. Get a list of free listening apps here: https://weirddarkness.tiny.us/OTRCHAPTERS & TIME STAMPS (All Times Approximate)…00:00:00.000 = Show Open00:01:30.028 = CBS Radio Mystery Theater, “Wise Child” (March 24, 1978) ***WD00:45:57.515 = Arch Oboler's Plays, “Immortal Gentleman” (June 17, 1939) ***WD01:14:01.420 = Barry Craig, “Corpse On Delivery” (November 31, 1951)01:41:53.419 = BBC Radio 4/Radio 7, “Mortmain” (April 22, 1992)02:26:10.177 = Night Beat, “Lost Souls” (November 16, 1951) ***WD02:55:47.576 = Beyond The Green Door, “Mk. Arkady Bradian, Bolder and TNT” (1966)02:58:57.644 = Man In Black (The Black Book), “The Price of the Head” (February 02, 1952) ***WD03:13:42.390 = Blackstone The Magic Detective, “The Ghost That Wasn't” (November 28, 1948) ***WD03:26:24.838 = Box 13, “The Professor And The Puzzle” (January 09, 1949)03:52:53.344 = Calling All Cars, “The Human Bomb” (December 20, 1933) ***WD04:22:42.424 = Casey Crime Photographer, “A Tooth For a Tooth” (July 15, 1946) ***WD04:48:33.183 = Show Close(ADU) = Air Date Unknown(LQ) = Low Quality***WD = Remastered, edited, or cleaned up by Weird Darkness to make the episode more listenable. Audio may not be pristine, but it will be better than the original file which may have been unusable or more difficult to hear without editing.CUSTOM WEBPAGE: https://weirddarkness.com/WDRR0713Weird Darkness presents Retro Radio: Old Time Radio in the Dark, a collection of vintage broadcasts spanning psychological horror, hard-boiled detective work, ghost stories, and the strange corners where the two overlap.It opens with the CBS Radio Mystery Theater and E.G. Marshall's presentation of "Wise Child," written by Sam Dann and starring Ralph Bell. Joyce and Calvin Spurlock argue their way off a turnpike into a storm near a place called Kiowa Flats, sleep the night in their stalled car, and wake to find a newborn baby lying naked on a hillside — alive, unharmed, and abandoned. Joyce insists the child is a miracle and claims him as her own, inventing a birth story to secure a certificate. Calvin Junior never grows, not an ounce, not a fraction of an inch, while doctors find him perfectly healthy. Then a newspaper report reveals that the wilderness north of Kiowa Flats had been used as a secret dumping ground for atomic waste — and Calvin begins to sense something in the air, a force, a light, a power that lets him read the minds of his boss, his sister, and his customers, reshaping his entire life around whatever entered that child during the storm.From there, Arch Oboler's "Immortal Gentleman" arrives with Edmund O'Brien and Anne Shepherd, in which a man terrified of death his entire life screams aloud in a crowded auditorium and then explains why to the woman beside him. Sitting through a political speech, he found himself displaced into a future where science has abolished death entirely — a world of young people conditioned for fifty years, filled with all human knowledge, living two hundred, three hundred, five hundred years with nothing to do because "the old ones" never die and never surrender their positions. They call him an atavus, a throwback that surfaces once in every two thousand embryos. Twenty-four of them draw lots in a darkened room, and he is handed a black box and told to throw it at a woman who has lived five thousand years.Next, William Gargan stars as Barry Craig, confidential investigator, in "Corpse On Delivery." Bail bondsman Sam Solloway hires Craig to find Joey Florio, a racketeer who jumped a fifty-thousand-dollar bond, and offers ten percent to get him back. A merchant seaman named Stacy Crocker is stabbed four separate times outside Craig's office door before he can deliver whatever he came to sell. A blonde in ballerina sweaters frisks the corpse for its papers, a rifle shot grazes Craig's skull along West Street, and monogrammed pillows in a room at the Hotel Mohansic spell out the answer in two letters.The episode continues with John Metcalfe's "Mortmain," dramatized for radio by Rebecca Wilmshurst, set in the south of England before the war. Salome Clare marries Humphrey Ramsden Child, a man obsessed with moths, boats, and his dead mother Harriet, who vows at the altar that marriage binds souls beyond death throughout eternity. At an anniversary dinner deliberately set for thirteen guests aboard his houseboat, a woman is attacked by a swarm of moths in an upstairs bathroom, and a decomposing dog is dragged from the linen closet. Humphrey is committed as criminally insane, dresses in his mother's clothing, and promises from inside a straitjacket that death shall not part them. After his death, Salome marries John Temple — and on their honeymoon, a rotting pink boat begins rising out of the water behind them.Frank Lovejoy follows as Randy Stone in "Lost Souls," walking South State Street on Chicago's Skid Row, where a woman named Ruth Martin has spent eight hundred dollars buying steaks, clean sheets, and champagne for every derelict on the block. She refuses to answer a ringing telephone. Her purse holds a hotel key and a brand-new loaded .32. Twenty years earlier, watching police drag a screaming thirty-year-old woman into a wagon, Ruth made her friend Vivian Clark promise to kill her if she ever turned out the same way. Vivian Clark died at eleven years old — and every night for three weeks, the phone has rung wherever Ruth runs, from St. Louis to Kansas City to Duluth to Chicago.Basil Rathbone then delivers a short piece from Beyond the Green Door about a magician turned bank robber who kills two guards in Croesus, Maine, and hides in an abandoned granite quarry by disguising himself as a boulder — until a truck from the Eastern Maine Gravel Corporation pulls in to set the dynamite charges. The Man in Black, starring Paul Frees, presents John Russell's South Seas story "The Price of the Head," in which Christopher Pellet, a red-whiskered drunk with a bad name in the islands, murders a bartender at Fufuti and is saved by a Bougainville native named Karaki, who steals a canoe, sails eight hundred miles, nurses him through withdrawal, kills two white men in a cutter, gives him the last of the water, and combs his red hair and whiskers twice every day.Blackstone the Magic Detective investigates "The Ghost That Wasn't" at the Weldon mansion, where Mortimer Weldon's brother Clarence accepted a dare to spend the night in the tower room and was found in the courtyard with a broken neck behind a door locked from the inside — and where a grandfather clock that has always kept excellent time is suddenly two minutes slow. Alan Ladd stars as Dan Holliday in "The Professor And The Puzzle," a Box 13 adventure in which a college crystallographer named Martin Gardner is found shot through the heart with his own gun, his niece abruptly breaks her engagement to marry her uncle's lab assistant Ed Macklin, and Macklin turns up stabbed with his own knife. Registered mail receipts and a bank book under the name Samuel Stoner lead Holliday to an office building and a case of illicit diamond cutting.Calling All Cars reaches back into the records for "The Human Bomb," the true story of Carl Weiss, who walked into police headquarters wearing a sheepskin hood, green goggles, and a soldier's campaign hat, carrying a blood-red box packed with sixty-six sticks of dynamite and holding a spring-loaded trigger that would fire the moment he let go. He demanded to see Paul Shoup, president of the Pacific Electric Railway, and threatened to level the building unless the railroad workers got a raise. Two hundred and sixty prisoners were evacuated by streetcar while Chief Sebastian stalled him, and Officer Sam Brown eventually thrust his bare hand through the glass top of the box to smother the lit fuse.The episode closes with Staats Cotsworth as Casey, Crime Photographer, in "A Tooth For a Tooth" by Charles Holden. Rewrite man Henry Brower confesses a premonition of his own death and admits that a man named Renat — no licensed dentist, but a self-described research scientist on River Road — filled his teeth for free to test a new metal. Brower vanishes that night, and Lieutenant Logan writes him off as a debtor who skipped town. Casey recognizes the shape of a Colorado cattleman's case from 1931, and a bartender's habit of spelling words backward hands him the name he needs.